目前，英韧科技已形成面向不同AI场景的系列产品组合，并前瞻性布局PCIe 6.0主控研发，探索更先进制程工 艺，以应对未来AI数据中心高密度部署的需求。 在AI技术驱动数据量爆发式增长的背景下，全球存储芯片市场迎来结构性扩容机遇，同时也开启了国产替代的攻 坚周期。我国存储芯片市场规模持续攀升，但自给率偏低的结构性矛盾突出，为自主研发企业提供了突围空间。 英韧科技作为国内存储领域的标杆型企业，成立于2017年，自成立之初便专注于存储技术的自主研发与创新，核 心产品涵盖固态硬盘主控芯片、固态硬盘及各类存储系统解决方案，其发展轨迹折射出国内存储企业在技术突 破、产业链协同、市场拓展中的探索与破局，为行业国产化进程提供了重要参考。 全栈自研覆盖企业级到消费级市场 存储主控芯片，被誉为固态硬盘（SSD）的"大脑"，负责数据调度、纠错与寿命管理等核心任务，其性能直接决 定了存储产品的速度、稳定与可靠性。该领域长期被三星、美满电子等国际巨头把持，尤其在PCIe接口迭代中， 海外厂商始终占据先发优势。 作为数字信息存储的核心载体，存储芯片需兼顾容量、速度、稳定性与功耗平衡，研发覆盖芯片设计、晶圆制 造、封装测试等多环节，对企 ...

Core Viewpoint - The People's Bank of China (PBOC) is implementing significant liquidity injections through reverse repos to maintain a stable financial environment ahead of the Spring Festival, indicating a supportive monetary policy stance for economic recovery [1][3][4]. Group 1: Liquidity Operations - In February, the PBOC announced a 10 trillion yuan reverse repo operation scheduled for February 13, with a six-month term, to ensure ample liquidity in the banking system [1]. - The total mid-term liquidity maturing in February amounts to 15 trillion yuan, including 7 trillion yuan in three-month reverse repos, 5 trillion yuan in six-month reverse repos, and 3 trillion yuan in Medium-term Lending Facility (MLF) [1][2]. - The PBOC has already conducted an 8 trillion yuan three-month reverse repo operation on February 4, resulting in a net liquidity injection of 1 trillion yuan, leading to a total net injection of 6 trillion yuan for the month [2]. Group 2: Economic Context and Implications - Analysts suggest that the PBOC's actions are aimed at supporting key projects and maintaining economic momentum, especially with the early issuance of local government bonds and increased loan disbursements expected in the first quarter [3]. - The increase in reverse repo operations reflects a response to heightened liquidity demand due to seasonal factors like the Spring Festival and increased cash withdrawals [3][4]. - The PBOC's strategy indicates a continuation of a supportive monetary policy, with expectations of further liquidity support through MLF and government bond transactions in February [4]. Group 3: Policy Outlook - The recent increase in reverse repo net injections suggests a reduced likelihood of immediate interest rate cuts, as the PBOC is currently in an observation phase following a series of structural policy measures [5]. - Analysts believe that the substantial liquidity injections lessen the urgency for a comprehensive reserve requirement ratio (RRR) cut, although it remains a potential tool in the PBOC's policy arsenal [6].

蓝盾光电晚间公告，公司全资子公司蓝芯信息决定放弃就星思半导体新增注册资本461.3万元所享有的 优先认购权。交易完成后，星思半导体注册资本将增至2775.67万元，蓝芯信息持股比例由4.9533%降至 4.1301%。 ...

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 ST新华锦：公司股票预计将自2026年2月26日起被上交所实施停牌 ST新华锦晚间公告，公司责令改正事项的期限将于2026年2月25日届满。截至本公告披露日，公司间接控股股东新华锦集团有限公司及其关联方累计归还占 用资金0元。公司如未在期限届满前完成整改，公司股票预计将自2026年2月26日起被上交所实施停牌，停牌期限不超过2个月。提醒投资者充分关注公司股 票停牌、被实施退市风险警示等退市相关风险。 江钨装备：筹划2026年度向特定对象发行A股股票事项 双良节能晚间公告，公司于2025年10月25日和2026年1月9日签订的3项海外订单总金额约170万欧元，约合人民币1392.3万元，占公司2024年度经审计营业收 入的0.11%，对公司经营业绩无重大影响。订单为高效换热器，用于SpaceX星舰发射基地扩建配套的燃料生产系统。公司为国际工业气体企业的燃料项目供 应换热器，间接参与相关商业航天项目，未直接与SpaceX合作。 鹏辉能源：拟在河南省正阳县投资21亿元建设120Ah电芯生产项目 鹏辉能源晚间公告，为进一步优化公司产能布局，增强公司业务的 ...

截至去年12月底，该委已会同财政部遴选了30个示范城市，中央财政补助30亿元支持普惠托育服务发 展。 今年，国家卫健委将在2025年全国新增89万个普惠托位的基础上，继续推动新增15万个普惠托位，与此 同时，该委还将会同有关部门，加大中央财政的投入保障。 三是持续提升服务质量。开展托育服务质量提升行动，强化人才队伍建设，鼓励妇幼保健机构等医疗机 构与托育机构建立固定联系，加强托育健康指导，完善跨部门综合监管机制，保障婴幼儿健康安全，让 更多育儿家庭放心托、安心托。 根据国家卫健委最新数据，截至去年12月底，该委已会同财政部遴选了30个示范城市，中央财政补助30 亿元支持普惠托育服务发展。 除了加大中央财政的支持力度，近半年多以来，为鼓励社会资本投入托育服务领域，中央有关部委还从 税收、金融、土地等多个维度提供政策支持。 12日，国家卫健委就"为民服务实事有关部署情况"举办新闻发布会。国家卫健委妇幼司司长傅卫在会上 提出上述年度规划。 傅卫表示，发展普惠托育服务，是推动建设生育友好型社会、促进人口高质量发展的重要举措。"普 惠"是引导行业发展的鲜明导向，也是满足群众需求的必然要求。 之所以今年将"再增加15万个 ...

江苏索普晚间公告，公司拟向控股股东江苏索普（集团）有限公司购买部分土地使用权及建筑物，交易 标的资产为权证编号分别为镇国用(2007)第5789号、镇国用(2002)字第1123939号、苏(2022)镇江市不动 产权第0090466号的权属证书所记载的土地使用权及地上建筑物。标的资产经评估价值为4864.19万元人 民币（含增值税），拟交易价格为4864.19万元人民币（含增值税）。 （文章来源：第一财经） ...

Group 1 - On February 12, a total of 46 stocks were involved with institutional investors, with 28 showing net buying and 18 showing net selling [1] - The top three stocks with the highest net buying by institutions were Yingweike (3.2 billion), Baichuan Co. (2.26 billion), and Jingchen Co. (1.87 billion) [1] - The top three stocks with the highest net selling by institutions were China Jushi (5.05 billion), Jiecheng Co. (1.49 billion), and Sanbian Technology (1.2 billion) [1] Group 2 - The stock Yingweike had a daily increase of 10.00% with a net buying amount of 320.2 million [2] - Baichuan Co. experienced a daily decrease of 4.92% with a net buying amount of 225.6 million [2] - Jingchen Co. saw a daily increase of 15.75% with a net buying amount of 186.8 million [2] Group 3 - China Jushi had a daily increase of 7.13% but faced a net selling amount of 50.5 million [4] - Jiecheng Co. had a daily increase of 1.13% with a net selling amount of 14.9 million [4] - Sanbian Technology experienced a daily increase of 3.49% with a net selling amount of 12.0 million [3]

海正生材晚间公告，中石化资本持有1078.82万股占5.32%，拟自公告披露后十五个交易日后的三个月内 通过集中竞价减持不超202.67万股，占公司总股本不超1%，减持期为2026年3月17日～2026年6月16 日，减持价格按届时市场价格确定，股份均为IPO前取得，减持原因为经营发展资金需求。 ...

"对特朗普及其关税政策不满的利用宪法来制约特朗普是所有这些问题的本质。" 特朗普政府的关税政策和贸易政策再次面对不确定性。 当地时间11日，据知情人士透露，美国总统特朗普私下考虑退出《美墨加协定》（USMCA），该协定 正面临重新审查和谈判；而在美国国会方面，美国众议院投票推翻特朗普政府对加拿大的关税政策，此 举是对特朗普标志性经济政策的重大打击。 北美贸易圈是否将再次出现动荡局面？考虑到北美价值链的完整性和复杂性，美国若退出USMCA将带 来巨大冲击。 对于特朗普这种"没有筹码先凭空制造筹码的策略"，英国杜伦大学法学院副院长、跨国法教授兼全球政 策研究所联合主任杜明对第一财经记者表示，以前没有人这样博弈，因此没有增量，但特朗普希望动的 是对方的"存量"，但这仅是谈判策略，实际上各方都负担不起退出USMCA。 同时，对于美国国会"公开违抗特朗普"的行为，他表示："对特朗普及其关税政策不满的利用宪法来制 约特朗普是所有这些问题的本质。" 特朗普又要退群？ USMCA取代了自1994年起规范上述三国贸易的《北美自由贸易协定》（NAFTA），该协定在特朗普首 次竞选总统期间成为其攻击目标。特朗普曾威胁退出NAFTA ...

Core Viewpoint - The establishment of early pregnancy care clinics in secondary and higher-level medical institutions across the country aims to provide comprehensive support for early-stage pregnant women, addressing various concerns and complications associated with early pregnancy [1][2]. Group 1: Implementation and Expansion - As of now, secondary and higher-level medical institutions have begun to offer early pregnancy care services, with plans to expand this service to 10,000 medical institutions by the end of November this year [1][2]. - The early pregnancy care initiative is part of a broader health system service project announced by the National Health Commission, which aims to enhance reproductive health rights and improve patient experience [2]. Group 2: Service Optimization - The focus for this year's early pregnancy care services will be on optimizing processes, improving service quality, increasing supply, and ensuring sustainability [2][3]. - Specific measures include streamlining service processes through online appointments and on-site registration, guiding newly pregnant women to early pregnancy care clinics for comprehensive consultations [2]. Group 3: Precision and Comprehensive Services - Early pregnancy care clinics will provide standardized diagnostic services, including record-keeping for normal cases and referrals for those with nutritional or psychological issues [2][3]. - For complex cases, multidisciplinary collaboration will be encouraged, involving specialists from obstetrics, ultrasound, genetics, and traditional Chinese medicine to offer comprehensive support [3]. Group 4: Infrastructure and Sustainability - The National Health Commission will guide institutions without early pregnancy care clinics to establish them, ensuring proper facilities, equipment, and experienced staff are in place [3]. - Local governments are expected to provide necessary support policies to ensure the sustainable development of early pregnancy care services, promoting reproductive health and quality childbirth [3][4].