{"product":"cn-earnings","market":"A股","scope":"沪深300∪中证500 头部科技股（共20只核心龙头）","collected_at":"2026-08-17T08:40:40Z","data_source":"AkShare 东方财富业绩报表（免费源，本地采集后缓存至生产环境）","update_note":"季报随交易所披露更新；当前覆盖 2026Q1 一季报 + 2025 年报","count":20,"stocks":[{"code":"002230","name":"科大讯飞","latest_quarter":{"period":"20260331","revenue":5274188660.25,"revenue_yoy":13.2331,"net_profit":-169724621.52,"net_profit_yoy":12.17},"latest_annual":{"period":"20251231","revenue":27105390547.66,"revenue_yoy":16.1174,"net_profit":839390861.36,"net_profit_yoy":49.85},"ai_analysis":"## 科大讯飞(002230) 财报 AI 解读（2026年一季报）\n- 营业总收入 52.74 亿元（同比 13.23%）。\n- 净亏损 1.70 亿元（同比 12.17%，亏损幅度收窄）。\n- 营收增长，反映业务扩张、需求向好。\n- 风险：当前处于亏损状态，重点跟踪扭亏节奏与研发投入回报兑现。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"688981","name":"中芯国际","latest_quarter":{"period":"20260331","revenue":17617218000.0,"revenue_yoy":8.0739,"net_profit":1361209000.0,"net_profit_yoy":0.4},"latest_annual":{"period":"20251231","revenue":67323192000.0,"revenue_yoy":16.485,"net_profit":5040734000.0,"net_profit_yoy":36.3},"ai_analysis":"## 中芯国际(688981) 财报 AI 解读（2026年一季报）\n- 营业总收入 176.17 亿元（同比 8.07%）。\n- 净利润 13.61 亿元（同比 0.40%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"603501","name":"韦尔股份","latest_quarter":{"period":"20260331","revenue":6414033079.02,"revenue_yoy":-0.8972,"net_profit":502949305.92,"net_profit_yoy":-41.92},"latest_annual":{"period":"20251231","revenue":28854805517.49,"revenue_yoy":12.1418,"net_profit":4045416530.33,"net_profit_yoy":21.73},"ai_analysis":"## 韦尔股份(603501) 财报 AI 解读（2026年一季报）\n- 营业总收入 64.14 亿元（同比 -0.90%）。\n- 净利润 5.03 亿元（同比 -41.92%）。\n- 营收下滑，需关注需求端承压。\n- 盈利承压，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"002415","name":"海康威视","latest_quarter":{"period":"20260331","revenue":20715444490.55,"revenue_yoy":11.7828,"net_profit":2781171173.25,"net_profit_yoy":36.42},"latest_annual":{"period":"20251231","revenue":92507796069.94,"revenue_yoy":0.0133,"net_profit":14195371894.42,"net_profit_yoy":18.52},"ai_analysis":"## 海康威视(002415) 财报 AI 解读（2026年一季报）\n- 营业总收入 207.15 亿元（同比 11.78%）。\n- 净利润 27.81 亿元（同比 36.42%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"002475","name":"立讯精密","latest_quarter":{"period":"20260331","revenue":83888491960.13,"revenue_yoy":35.7689,"net_profit":3659643487.3,"net_profit_yoy":20.24},"latest_annual":{"period":"20251231","revenue":332344443143.39,"revenue_yoy":23.6425,"net_profit":16599769785.64,"net_profit_yoy":24.2},"ai_analysis":"## 立讯精密(002475) 财报 AI 解读（2026年一季报）\n- 营业总收入 838.88 亿元（同比 35.77%）。\n- 净利润 36.60 亿元（同比 20.24%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"000725","name":"京东方A","latest_quarter":{"period":"20260331","revenue":51001263370.0,"revenue_yoy":0.7951,"net_profit":1707220076.0,"net_profit_yoy":5.78},"latest_annual":{"period":"20251231","revenue":204590222888.0,"revenue_yoy":3.1302,"net_profit":5856966754.0,"net_profit_yoy":10.03},"ai_analysis":"## 京东方A(000725) 财报 AI 解读（2026年一季报）\n- 营业总收入 510.01 亿元（同比 0.80%）。\n- 净利润 17.07 亿元（同比 5.78%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"603986","name":"兆易创新","latest_quarter":{"period":"20260331","revenue":4188075574.04,"revenue_yoy":119.3787,"net_profit":1461248353.08,"net_profit_yoy":522.79},"latest_annual":{"period":"20251231","revenue":9203463124.58,"revenue_yoy":25.1154,"net_profit":1648022651.7,"net_profit_yoy":49.47},"ai_analysis":"## 兆易创新(603986) 财报 AI 解读（2026年一季报）\n- 营业总收入 41.88 亿元（同比 119.38%）。\n- 净利润 14.61 亿元（同比 522.79%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"300124","name":"汇川技术","latest_quarter":{"period":"20260331","revenue":10143223378.12,"revenue_yoy":12.9798,"net_profit":1013451151.58,"net_profit_yoy":-23.39},"latest_annual":{"period":"20251231","revenue":45104844200.13,"revenue_yoy":21.7702,"net_profit":5050002089.89,"net_profit_yoy":17.84},"ai_analysis":"## 汇川技术(300124) 财报 AI 解读（2026年一季报）\n- 营业总收入 101.43 亿元（同比 12.98%）。\n- 净利润 10.13 亿元（同比 -23.39%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利承压，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"002241","name":"歌尔股份","latest_quarter":{"period":"20260331","revenue":18658663449.63,"revenue_yoy":14.4357,"net_profit":502998588.66,"net_profit_yoy":7.28},"latest_annual":{"period":"20251231","revenue":96550169615.26,"revenue_yoy":-4.3621,"net_profit":3940313461.54,"net_profit_yoy":47.85},"ai_analysis":"## 歌尔股份(002241) 财报 AI 解读（2026年一季报）\n- 营业总收入 186.59 亿元（同比 14.44%）。\n- 净利润 5.03 亿元（同比 7.28%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"600703","name":"三安光电","latest_quarter":{"period":"20260331","revenue":2906931628.09,"revenue_yoy":-32.5857,"net_profit":67492174.61,"net_profit_yoy":-68.15},"latest_annual":{"period":"20251231","revenue":17949195361.73,"revenue_yoy":11.4453,"net_profit":-353214166.9,"net_profit_yoy":-239.7},"ai_analysis":"## 三安光电(600703) 财报 AI 解读（2026年一季报）\n- 营业总收入 29.07 亿元（同比 -32.59%）。\n- 净利润 0.67 亿元（同比 -68.15%）。\n- 营收下滑，需关注需求端承压。\n- 盈利承压，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"600745","name":"闻泰科技","latest_quarter":{"period":"20260331","revenue":816412841.06,"revenue_yoy":-93.7673,"net_profit":-189283966.38,"net_profit_yoy":-172.41},"latest_annual":{"period":"20251231","revenue":31252528402.65,"revenue_yoy":-57.5362,"net_profit":-8747528377.52,"net_profit_yoy":-208.7705},"ai_analysis":"## 闻泰科技(600745) 财报 AI 解读（2026年一季报）\n- 营业总收入 8.16 亿元（同比 -93.77%）。\n- 净亏损 1.89 亿元（同比 -172.41%，亏损幅度扩大）。\n- 营收下滑，需关注需求端承压。\n- 风险：当前处于亏损状态，重点跟踪扭亏节奏与研发投入回报兑现。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"300782","name":"卓胜微","latest_quarter":{"period":"20260331","revenue":827574694.62,"revenue_yoy":9.4943,"net_profit":-144311122.65,"net_profit_yoy":-209.53},"latest_annual":{"period":"20251231","revenue":3726094578.61,"revenue_yoy":-16.9567,"net_profit":-292878971.29,"net_profit_yoy":-172.89},"ai_analysis":"## 卓胜微(300782) 财报 AI 解读（2026年一季报）\n- 营业总收入 8.28 亿元（同比 9.49%）。\n- 净亏损 1.44 亿元（同比 -209.53%，亏损幅度扩大）。\n- 营收增长，反映业务扩张、需求向好。\n- 风险：当前处于亏损状态，重点跟踪扭亏节奏与研发投入回报兑现。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"002371","name":"北方华创","latest_quarter":{"period":"20260331","revenue":10322863908.82,"revenue_yoy":25.7961,"net_profit":1634739048.68,"net_profit_yoy":3.42},"latest_annual":{"period":"20251231","revenue":39353112419.78,"revenue_yoy":30.8505,"net_profit":5521993004.86,"net_profit_yoy":-1.77},"ai_analysis":"## 北方华创(002371) 财报 AI 解读（2026年一季报）\n- 营业总收入 103.23 亿元（同比 25.80%）。\n- 净利润 16.35 亿元（同比 3.42%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"688008","name":"澜起科技","latest_quarter":{"period":"20260331","revenue":1460718316.43,"revenue_yoy":19.5146,"net_profit":847375292.29,"net_profit_yoy":61.3},"latest_annual":{"period":"20251231","revenue":5456316783.63,"revenue_yoy":49.9437,"net_profit":2235569970.18,"net_profit_yoy":58.35},"ai_analysis":"## 澜起科技(688008) 财报 AI 解读（2026年一季报）\n- 营业总收入 14.61 亿元（同比 19.51%）。\n- 净利润 8.47 亿元（同比 61.30%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"603019","name":"中科曙光","latest_quarter":{"period":"20260331","revenue":3199430492.82,"revenue_yoy":23.71,"net_profit":227843919.03,"net_profit_yoy":22.19},"latest_annual":{"period":"20251231","revenue":14963644356.95,"revenue_yoy":13.812,"net_profit":2176292865.25,"net_profit_yoy":13.87},"ai_analysis":"## 中科曙光(603019) 财报 AI 解读（2026年一季报）\n- 营业总收入 31.99 亿元（同比 23.71%）。\n- 净利润 2.28 亿元（同比 22.19%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"002049","name":"紫光国微","latest_quarter":{"period":"20260331","revenue":1499087278.85,"revenue_yoy":46.1071,"net_profit":334300512.64,"net_profit_yoy":180.27},"latest_annual":{"period":"20251231","revenue":6145823063.27,"revenue_yoy":11.5177,"net_profit":1437124791.04,"net_profit_yoy":21.86},"ai_analysis":"## 紫光国微(002049) 财报 AI 解读（2026年一季报）\n- 营业总收入 14.99 亿元（同比 46.11%）。\n- 净利润 3.34 亿元（同比 180.27%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"000977","name":"浪潮信息","latest_quarter":{"period":"20260331","revenue":35470325836.04,"revenue_yoy":-24.3031,"net_profit":604873166.81,"net_profit_yoy":30.74},"latest_annual":{"period":"20251231","revenue":164781997658.23,"revenue_yoy":43.2532,"net_profit":2412866308.76,"net_profit_yoy":5.2},"ai_analysis":"## 浪潮信息(000977) 财报 AI 解读（2026年一季报）\n- 营业总收入 354.70 亿元（同比 -24.30%）。\n- 净利润 6.05 亿元（同比 30.74%）。\n- 营收下滑，需关注需求端承压。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"300433","name":"蓝思科技","latest_quarter":{"period":"20260331","revenue":14139553601.48,"revenue_yoy":-17.1342,"net_profit":-149600746.51,"net_profit_yoy":-134.88},"latest_annual":{"period":"20251231","revenue":74409731699.21,"revenue_yoy":6.4566,"net_profit":4017827408.8,"net_profit_yoy":10.87},"ai_analysis":"## 蓝思科技(300433) 财报 AI 解读（2026年一季报）\n- 营业总收入 141.40 亿元（同比 -17.13%）。\n- 净亏损 1.50 亿元（同比 -134.88%，亏损幅度扩大）。\n- 营收下滑，需关注需求端承压。\n- 风险：当前处于亏损状态，重点跟踪扭亏节奏与研发投入回报兑现。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"002916","name":"深南电路","latest_quarter":{"period":"20260331","revenue":6595587902.38,"revenue_yoy":37.8994,"net_profit":850230796.58,"net_profit_yoy":73.01},"latest_annual":{"period":"20251231","revenue":23646977088.98,"revenue_yoy":32.0511,"net_profit":3275738151.27,"net_profit_yoy":74.47},"ai_analysis":"## 深南电路(002916) 财报 AI 解读（2026年一季报）\n- 营业总收入 65.96 亿元（同比 37.90%）。\n- 净利润 8.50 亿元（同比 73.01%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"},{"code":"002463","name":"沪电股份","latest_quarter":{"period":"20260331","revenue":6214156406.0,"revenue_yoy":53.9061,"net_profit":1242081367.0,"net_profit_yoy":62.9},"latest_annual":{"period":"20251231","revenue":18945220585.0,"revenue_yoy":42.0017,"net_profit":3822306272.0,"net_profit_yoy":47.74},"ai_analysis":"## 沪电股份(002463) 财报 AI 解读（2026年一季报）\n- 营业总收入 62.14 亿元（同比 53.91%）。\n- 净利润 12.42 亿元（同比 62.90%）。\n- 营收增长，反映业务扩张、需求向好。\n- 盈利改善，后续关注毛利率与费用控制。\n- 行业：科技板块技术迭代快、估值对增长预期敏感，建议结合公司指引与行业周期综合判断；本数据仅供研究参考，不构成投资建议。"}]}