688041 海光信息
已收盘 12-05 15:00:01
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穿越“死亡谷”：国产GPU双雄在巨亏中寻找商业闭环的窄门
蓝鲸财经 · 39分钟前
穿越“死亡谷”：国产GPU双雄在巨亏中寻找商业闭环的窄门
12月3日海光信息发生1笔大宗交易 成交金额840.56万元
证券之星 · 12-03 17:20
12月3日海光信息发生1笔大宗交易 成交金额840.56万元
12月1日海光信息现3笔大宗交易 机构净买入2073.9万元
证券之星 · 12-01
12月1日海光信息现3笔大宗交易 机构净买入2073.9万元
海光信息（688041）披露关于重大资产重组的进展公告，11月28日股价上涨0.63%
证券之星 · 11-28
海光信息（688041）披露关于重大资产重组的进展公告，11月28日股价上涨0.63%
每周股票复盘：海光信息（688041）折价大宗交易及股权激励授予
证券之星 · 11-23
每周股票复盘：海光信息（688041）折价大宗交易及股权激励授予
11月20日海光信息现1笔折价18.54%的大宗交易 合计成交1534.75万元
证券之星 · 11-20
11月20日海光信息现1笔折价18.54%的大宗交易 合计成交1534.75万元
东土科技：联合海光信息推国产化工控体系
证券之星 · 11-18
东土科技：联合海光信息推国产化工控体系
每周股票复盘：海光信息（688041）将召开2025年第三季度业绩说明会
证券之星 · 11-16
每周股票复盘：海光信息（688041）将召开2025年第三季度业绩说明会
海光信息（688041）披露召开2025年第三季度业绩说明会，11月10日股价下跌3.35%
证券之星 · 11-10
海光信息（688041）披露召开2025年第三季度业绩说明会，11月10日股价下跌3.35%
国产芯片为何再度爆发？海光信息或成沪指上涨最大助力！电子ETF（515260）猛拉3%收复5日、20日均线
新浪基金 · 11-06
国产芯片为何再度爆发？海光信息或成沪指上涨最大助力！电子ETF（515260）猛拉3%收复5日、20日均线
海光信息（688041）披露关于重大资产重组的进展公告，10月29日股价上涨0.45%
证券之星 · 10-29
海光信息（688041）披露关于重大资产重组的进展公告，10月29日股价上涨0.45%
投中5700亿海光信息背后：“资本猎手”成都国资正批量下注
深蓝财经 · 10-28
投中5700亿海光信息背后：“资本猎手”成都国资正批量下注
嘉实基金田光远旗下嘉实上证科创板芯片ETF三季报最新持仓，重仓海光信息
证券之星 · 10-28
嘉实基金田光远旗下嘉实上证科创板芯片ETF三季报最新持仓，重仓海光信息
华泰柏瑞基金柳军旗下科创板ETF三季报最新持仓，重仓海光信息
证券之星 · 10-28
华泰柏瑞基金柳军旗下科创板ETF三季报最新持仓，重仓海光信息
海光信息新注册《海光芯片老化平台的BMC驱动程序V1.0》等2个项目的软件著作权
证券之星 · 10-23
海光信息新注册《海光芯片老化平台的BMC驱动程序V1.0》等2个项目的软件著作权
太平洋：给予海光信息买入评级
证券之星 · 10-19
太平洋：给予海光信息买入评级
山西证券：给予海光信息买入评级
证券之星 · 10-17
山西证券：给予海光信息买入评级
【机构调研记录】申万菱信基金调研海光信息
证券之星 · 10-17
【机构调研记录】申万菱信基金调研海光信息
海光信息（688041）2025年三季报简析：营收净利润同比双双增长，应收账款上升
证券之星 · 10-17
海光信息（688041）2025年三季报简析：营收净利润同比双双增长，应收账款上升
海光信息（688041）披露2025年第三季度报告，10月15日股价上涨5.91%
证券之星 · 10-15
海光信息（688041）披露2025年第三季度报告，10月15日股价上涨5.91%
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公司概况
公司名称：
海光信息技术股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2022-08-12
主营业务：
海光信息技术股份有限公司的主营业务是研发、设计和销售应用于服务器、工作站等计算、存储设备中的高端处理器。公司的主要产品是通用处理器-海光CPU、协处理器-海光DCU、技术服务。公司在报告期内荣获第八届（2025）西湖大会“最受机构青睐（科创板）上市公司TOP5榜单”、“最受机构青睐（专精特新‘小巨人’）上市公司TOP5榜单”；“第十六届上市公司投资者关系管理天马奖”与“2025科创金牛奖”；鼎新奖“卓越创新企业”等荣誉。
发行价格：
36.00
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成交金额840.56万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2588145420","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588145420?lang=zh_cn&edition=full","pubTime":"2025-12-03 17:20","pubTimestamp":1764753626,"startTime":"0","endTime":"0","summary":"证券之星消息，12月3日海光信息发生大宗交易，交易数据如下：大宗交易成交价格210.14元，成交4万股，成交金额840.56万元，买方营业部为国联民生证券股份有限公司总部，卖方营业部为中信证券股份有限公司上海分公司。近三个月该股共发生37笔大宗交易，合计成交5.61万手，折价成交35笔。截至2025年12月3日收盘，海光信息报收于210.14元，下跌1.15%，换手率0.58%，成交量13.4万手，成交额28.37亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120300026766.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2328871848.SGD","688041","SGXZ49509284.SGD","SGXZ81163826.USD","LU1969619763.USD","BK0214"],"gpt_icon":0},{"id":"2588605725","title":"12月1日海光信息现3笔大宗交易 机构净买入2073.9万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2588605725","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588605725?lang=zh_cn&edition=full","pubTime":"2025-12-01 17:52","pubTimestamp":1764582744,"startTime":"0","endTime":"0","summary":"证券之星消息，12月1日海光信息发生大宗交易，交易数据如下：近三个月该股共发生32笔大宗交易，合计成交5.39万手，折价成交31笔。该股在过去半年内已有共计14.38亿股限售解禁股上市，占公司总股本的61.86%。截至2025年12月1日收盘，海光信息报收于216.03元，下跌0.58%，换手率1.1%，成交量25.56万手，成交额54.9亿元。该股最近90天内共有24家机构给出评级，买入评级20家，增持评级3家，中性评级1家；过去90天内机构目标均价为254.62。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120100023200.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ81163826.USD","688041","LU1969619763.USD","SGXZ49509284.SGD","BK0214","LU2328871848.SGD"],"gpt_icon":0},{"id":"2586738417","title":"海光信息（688041）披露关于重大资产重组的进展公告，11月28日股价上涨0.63%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586738417","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586738417?lang=zh_cn&edition=full","pubTime":"2025-11-28 22:14","pubTimestamp":1764339250,"startTime":"0","endTime":"0","summary":"截至2025年11月28日收盘，海光信息报收于217.3元，较前一交易日上涨0.63%，最新总市值为5050.79亿元。该股当日开盘214.0元，最高219.58元，最低210.68元，成交额达43.94亿元，换手率为0.88%。本次交易构成重大资产重组和关联交易，不构成重组上市。截至公告日，相关工作正在推进中，后续将再次召开董事会审议议案并履行审批程序。本次交易尚需获得董事会、股东会批准及监管机构核准，存在不确定性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112800039662.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","SGXZ49509284.SGD","SGXZ81163826.USD","LU2328871848.SGD","688041","LU1969619763.USD"],"gpt_icon":0},{"id":"2585108081","title":"每周股票复盘：海光信息（688041）折价大宗交易及股权激励授予","url":"https://stock-news.laohu8.com/highlight/detail?id=2585108081","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585108081?lang=zh_cn&edition=full","pubTime":"2025-11-23 01:57","pubTimestamp":1763834228,"startTime":"0","endTime":"0","summary":"截至2025年11月21日收盘，海光信息报收于206.3元，较上周的212.21元下跌2.78%。本周，海光信息11月20日盘中最高价报219.79元。公司公告汇总：海光信息于2025年11月21日向878名激励对象首次授予1,653.54万股限制性股票，授予价格为90.25元/股。交易信息汇总11月20日海光信息现1笔折价18.54%的大宗交易，合计成交1534.75万元。相关调整在股东大会授权范围内，无需提交股东大会审议，公司及激励对象均满足授予条件。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112300000366.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","SGXZ49509284.SGD","SGXZ81163826.USD","LU2328871848.SGD","688041","LU1969619763.USD"],"gpt_icon":0},{"id":"2584187332","title":"11月20日海光信息现1笔折价18.54%的大宗交易 合计成交1534.75万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2584187332","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584187332?lang=zh_cn&edition=full","pubTime":"2025-11-20 17:49","pubTimestamp":1763632147,"startTime":"0","endTime":"0","summary":"证券之星消息，11月20日海光信息发生大宗交易，交易数据如下：大宗交易成交价格175元，相对当日收盘价折价18.54%，成交8.77万股，成交金额1534.75万元，买方营业部为中国中金财富证券有限公司成都东御街证券营业部，卖方营业部为中国银河证券股份有限公司东莞东城中路证券营业部。近三个月该股共发生36笔大宗交易，合计成交8.06万手，折价成交34笔。截至2025年11月20日收盘，海光信息报收于214.83元，上涨0.84%，换手率0.57%，成交量13.27万手，成交额28.68亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112000027032.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688041","LU2328871848.SGD","LU1969619763.USD","BK0214","SGXZ81163826.USD","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2584696606","title":"东土科技：联合海光信息推国产化工控体系","url":"https://stock-news.laohu8.com/highlight/detail?id=2584696606","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584696606?lang=zh_cn&edition=full","pubTime":"2025-11-18 09:03","pubTimestamp":1763427797,"startTime":"0","endTime":"0","summary":"证券之星消息，东土科技11月17日在投资者关系平台上答复投资者关心的问题。公司与海光信息的战略合作，核心围绕 “芯片 + 操作系统” 打造全栈国产化工控体系，通过软硬件深度协同打破海外在中高端工控领域的垄断。此前已联合发布三大类核心工控产品，相关合作成果重点聚焦半导体、轨道交通、电力等对安全和稳定性要求极高的关键基础行业，助力相关行业的国产化升级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111800006234.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300353","BK0214","BK0037","BK0102","SGXZ81163826.USD","688041","SGXZ49509284.SGD","LU1969619763.USD","BK0103","BK0130","LU2328871848.SGD"],"gpt_icon":0},{"id":"2583865660","title":"每周股票复盘：海光信息（688041）将召开2025年第三季度业绩说明会","url":"https://stock-news.laohu8.com/highlight/detail?id=2583865660","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2583865660?lang=zh_cn&edition=full","pubTime":"2025-11-16 01:04","pubTimestamp":1763226251,"startTime":"0","endTime":"0","summary":"截至2025年11月14日收盘，海光信息报收于212.21元，较上周的232.67元下跌8.79%。本周，海光信息11月10日盘中最高价报233.21元。本周关注点公司公告汇总：海光信息将于2025年11月17日召开第三季度业绩说明会，介绍经营成果与财务状况。投资者可于2025年11月10日至11月14日16:00前通过上证路演中心或公司邮箱investor@hygon.cn提问，公司在说明会上将对普遍关注的问题进行回应。说明会结束后可通过上证路演中心查看会议情况。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111600000051.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ49509284.SGD","688041","LU2328871848.SGD","BK0214","SGXZ81163826.USD","LU1969619763.USD"],"gpt_icon":0},{"id":"2582829188","title":"海光信息（688041）披露召开2025年第三季度业绩说明会，11月10日股价下跌3.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582829188","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582829188?lang=zh_cn&edition=full","pubTime":"2025-11-10 17:22","pubTimestamp":1762766525,"startTime":"0","endTime":"0","summary":"截至2025年11月10日收盘，海光信息报收于224.87元，较前一交易日下跌3.35%，最新总市值为5226.74亿元。近日，海光信息技术股份有限公司发布公告称，公司将于2025年11月17日14:00-15:00通过上证路演中心网络互动方式召开2025年第三季度业绩说明会，介绍公司2025年第三季度报告的经营成果和财务状况。说明会结束后可通过上证路演中心查看会议情况。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111000022624.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688041","LU2328871848.SGD","LU1969619763.USD","BK0214","SGXZ81163826.USD","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2581034982","title":"国产芯片为何再度爆发？海光信息或成沪指上涨最大助力！电子ETF（515260）猛拉3%收复5日、20日均线","url":"https://stock-news.laohu8.com/highlight/detail?id=2581034982","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581034982?lang=zh_cn&edition=full","pubTime":"2025-11-06 13:38","pubTimestamp":1762407480,"startTime":"0","endTime":"0","summary":"今日早上，A股和港股的表现明显强于外围。其中，芯片股的表现最为亮眼，海光信息一度大涨超10%，成为沪指上涨最大的助力；寒武纪一度大涨超7%，是沪指上涨的第二大贡献来源。 国产芯片缘何再度爆发？而海光信息是非常重要的AMD概念股，两家公司的合作始于2016年。热门ETF方面，布局电子板块核心资产的电子ETF场内涨幅一度上探3.15%，现涨3%，盘中收复5日、20日均线。MACD金叉信号形成，这些股涨势不错！","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5149e7fc62fe5ab5b8b52f5a0e92ee09","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-11-06/doc-infwmvkz5718513.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2328871848.SGD","515260","159982","SGXZ49509284.SGD","159997","159967","512510","688041","399006","510880","515890","000688.SH","512880","SGXZ81163826.USD","510300","LU1969619763.USD","000905.SH","BK0214","159813","000001.SH","000300.SH","399001"],"gpt_icon":0},{"id":"2579990261","title":"海光信息（688041）披露关于重大资产重组的进展公告，10月29日股价上涨0.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=2579990261","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579990261?lang=zh_cn&edition=full","pubTime":"2025-10-29 22:00","pubTimestamp":1761746458,"startTime":"0","endTime":"0","summary":"截至2025年10月29日收盘，海光信息报收于246.84元，较前一交易日上涨0.45%，最新总市值为5737.4亿元。公司近日发布公告称，拟通过向中科曙光全体A股换股股东发行A股股票的方式换股吸收合并中科曙光，并发行A股股票募集配套资金。本次交易构成关联交易和重大资产重组，不构成重组上市。公司A股股票自2025年5月26日起停牌，6月10日复牌。此后，公司分别于7月9日、8月7日、9月6日、10月1日披露了交易进展公告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102900044475.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688041","SGXZ81163826.USD","LU2328871848.SGD","SGXZ49509284.SGD","LU1969619763.USD"],"gpt_icon":0},{"id":"2579799820","title":"投中5700亿海光信息背后：“资本猎手”成都国资正批量下注","url":"https://stock-news.laohu8.com/highlight/detail?id=2579799820","media":"深蓝财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579799820?lang=zh_cn&edition=full","pubTime":"2025-10-28 18:49","pubTimestamp":1761648540,"startTime":"0","endTime":"0","summary":"截至2025年10月28日，成都产投、成都高投、成都集萃合计持股3.96亿股，持股比例17%，持股市值高达969亿元。这笔跨越近10年的投资，成为成都国资“以投促引”的经典案例。事实上，早在2025年7月，成都已正式发布千亿级未来产业基金集群。瞄准千亿级未来产业，“投出下一个海光”，正是成都国资基金批量下注的星辰大海。在芯片领域，除了上述海光信息，成都还进行了广泛布局。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzU1Njc1NjA2NA==&mid=2247592601&idx=1&sn=8f5c872fb9a1d3712cbeec10fc0d839e&chksm=fac05e5ec6b2b8442e25f6674b336c4ae802f4123652f15720339a050adaa59522be34a70255&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["BK0214","SGXZ49509284.SGD","688041","SGXZ81163826.USD","LU2328871848.SGD","LU1969619763.USD"],"gpt_icon":0},{"id":"2578367014","title":"嘉实基金田光远旗下嘉实上证科创板芯片ETF三季报最新持仓，重仓海光信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2578367014","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2578367014?lang=zh_cn&edition=full","pubTime":"2025-10-28 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01:35","pubTimestamp":1761154512,"startTime":"0","endTime":"0","summary":"证券之星消息，近日海光信息新注册了2个项目的软件著作权，包括《海光芯片老化平台的BMC驱动程序V1.0》、《海光S参数指标分析软件V2.1》等。今年以来海光信息新注册软件著作权18个，较去年同期增加了28.57%。通过天眼查大数据分析，海光信息技术股份有限公司共对外投资了7家企业，参与招投标项目65次；财产线索方面有商标信息258条，专利信息1380条，著作权信息109条；此外企业还拥有行政许可3个。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102300001368.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ49509284.SGD","688041","159813","LU1969619763.USD","BK0214","LU2328871848.SGD","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2576073884","title":"太平洋：给予海光信息买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2576073884","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2576073884?lang=zh_cn&edition=full","pubTime":"2025-10-19 18:20","pubTimestamp":1760869233,"startTime":"0","endTime":"0","summary":"太平洋证券股份有限公司曹佩,王景宜近期对海光信息进行研究并发布了研究报告《Q3单季度收入同比高增，生态建设加速》，给予海光信息买入评级。 海光信息 事件：海光信息发布2025年三季报。 海光DCU已与主流大模型全面适配。2025年9月，公司宣布开放其高性能可扩展互连总线协议HSL。维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有22家机构给出评级，买入评级20家，增持评级2家；过去90天内机构目标均价为230.85。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025101900008086.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688041","601099"],"gpt_icon":0},{"id":"2576035660","title":"山西证券：给予海光信息买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2576035660","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2576035660?lang=zh_cn&edition=full","pubTime":"2025-10-17 17:56","pubTimestamp":1760694977,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司方闻千,邹昕宸近期对海光信息进行研究并发布了研究报告《Q3收入超预期，CPU和DCU产品持续突破》，给予海光信息买入评级。最新盈利预测明细如下：该股最近90天内共有22家机构给出评级，买入评级20家，增持评级2家；过去90天内机构目标均价为230.85。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025101700030547.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688041","002500"],"gpt_icon":0},{"id":"2576777921","title":"【机构调研记录】申万菱信基金调研海光信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2576777921","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2576777921?lang=zh_cn&edition=full","pubTime":"2025-10-17 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调研纪要：2025年三季度，公司实现营业收入40.26亿元，同比增长69.60%，利润总额显著增长。申万菱信基金成立于2004年，截至目前，资产管理规模826.06亿元，排名67/210；资产管理规模711.34亿元，排名58/210；管理公募基金数149只，排名52/210；旗下公募基金经理25人，排名56/210。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025101700006031.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ81163826.USD","BK0214","LU1969619763.USD","688041","SGXZ49509284.SGD","LU2328871848.SGD"],"gpt_icon":0},{"id":"2576779420","title":"海光信息（688041）2025年三季报简析：营收净利润同比双双增长，应收账款上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2576779420","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2576779420?lang=zh_cn&edition=full","pubTime":"2025-10-17 06:02","pubTimestamp":1760652127,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期海光信息发布2025年三季报。截至本报告期末，公司营业总收入94.9亿元，同比上升54.65%，归母净利润19.61亿元，同比上升28.56%。按单季度数据看，第三季度营业总收入40.26亿元，同比上升69.6%，第三季度归母净利润7.6亿元，同比上升13.04%。本报告期海光信息应收账款上升，应收账款同比增幅达329.75%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025101700004580.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688041"],"gpt_icon":0},{"id":"2575733164","title":"海光信息（688041）披露2025年第三季度报告，10月15日股价上涨5.91%","url":"https://stock-news.laohu8.com/highlight/detail?id=2575733164","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2575733164?lang=zh_cn&edition=full","pubTime":"2025-10-15 22:01","pubTimestamp":1760536880,"startTime":"0","endTime":"0","summary":"截至2025年10月15日收盘，海光信息报收于241.05元，较前一交易日上涨5.91%，最新总市值为5602.82亿元。近日，海光信息技术股份有限公司发布2025年第三季度报告。公告显示，公司2025年前三季度实现营业收入9,489,974,831.12元，比上年同期增长54.65%；归属于上市公司股东的净利润为1,961,446,439.52元，比上年同期增长28.56%。其中，2025年第三季度单季实现营业收入4,025,739,773.97元，同比增长69.60%；归属于上市公司股东的净利润为759,994,598.37元，同比增长13.04%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025101500037921.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","SGXZ81163826.USD","SGXZ49509284.SGD","LU2328871848.SGD","688041","LU1969619763.USD"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1764923873483,"stockEarnings":[{"period":"1week","weight":0.0002},{"period":"1month","weight":-0.0344},{"period":"3month","weight":0.204},{"period":"6month","weight":0.5867},{"period":"1year","weight":0.6779},{"period":"ytd","weight":0.4438}],"compareEarnings":[{"period":"1week","weight":0.0001},{"period":"1month","weight":-0.0213},{"period":"3month","weight":0.0166},{"period":"6month","weight":0.1449},{"period":"1year","weight":0.1519},{"period":"ytd","weight":0.1563}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"海光信息技术股份有限公司","boardCode":"AI0039","boardName":"计算机、通信和其他电子设备制造业","stockholders":"127498人(较上一季度增加59.34%)","perCapita":"18230股","listingDate":"2022-08-12","address":"天津市滨海新区天津华苑产业区海泰西路18号北2-204工业孵化-3-8","registeredCapital":"232433万元","survey":" 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