Core Viewpoint - The photovoltaic equipment sector is experiencing significant fluctuations, with several companies facing sharp declines in stock prices as of February 5th. Group 1: Market Performance - As of 9:32 AM on February 5th, companies such as JunDa Co., Ltd. and JinChen Co., Ltd. hit the daily limit down, while Laplace saw a drop of over 10% [1] - The following companies reported notable declines: - Laplace: down 12.77% - JunDa Co., Ltd.: down 10.00% - JinChen Co., Ltd.: down 10.00% - JinkoSolar: down 9.76% - Haiyou New Materials: down 9.74% - JingSheng Electromechanical: down 9.42% - Aotwei: down 8.97% - Jiejia Weichuang: down 8.68% - Shichuang Xinyuan: down 8.25% - Saisang Technology: down 8.17% - Gaoce Co., Ltd.: down 7.66% [2]

Core Viewpoint - The company, Tongfu Microelectronics, announced a breakthrough in technology research and development in the field of Chip-on-Photonic (CPO) packaging, with related products passing preliminary reliability tests by 2025 [1] Group 1 - The company is focusing on technological advancements in the CPO sector [1] - Initial reliability testing of the new products has been successfully completed [1] - Future developments will be guided by customer and market demand [1]

Group 1 - The company, Haojiang Intelligent, announced its first share repurchase on February 3, 2023, buying back 18,100 shares, which accounts for approximately 0.01% of its total share capital, with a total transaction amount of 329,000 yuan (excluding transaction fees) [1] - The board of directors approved a share repurchase plan on January 13, 2026, allowing the company to use between 1.5 million yuan and 3 million yuan of its own funds for share buybacks, with a maximum repurchase price of 19.23 yuan per share, to be executed within 12 months [1] - The intelligent linear drive industry is an emerging sector currently in an upward trend, with Haojiang Intelligent being a leading company focused on the research and development of intelligent drive and control systems [1] Group 2 - Since its establishment, the company has concentrated on R&D innovation and technology accumulation in intelligent drive and control systems, developing core technologies over 20 years [1] - The company has achieved significant technological accumulation in key application scenarios such as smart home, smart healthcare, intelligent office, and industrial transmission, with a business layout centered on smart home and gradually extending to other application areas [1]

Core Viewpoint - The stock of Hangfa Technology experienced a significant increase, reaching a peak before slightly retreating, indicating strong market interest and potential investor confidence in the company [1]. Company Overview - Hangfa Technology specializes in the production and manufacturing of components for aircraft engines and gas turbines, holding various quality certifications including ISO9001, GJB9001, and AS9100, as well as NADCAP certifications for ten specialized processes [3]. Industry Developments - Recently, China Aviation Engine Group announced the successful completion of the evaluation and acceptance of its gas turbine innovation development demonstration project, which includes the "Taihang 7," "Taihang 15," and "Taihang 110" heavy gas turbines. This achievement signifies the establishment of comprehensive autonomous capabilities in gas turbine R&D, design, manufacturing, testing, and maintenance services [3]. - The advancements in gas turbine technology are expected to significantly promote the industrialization and commercialization of the gas turbine sector in China, highlighting a breakthrough in core technologies related to R&D design, key material development, critical component manufacturing, testing validation, and operational maintenance [3].

关于2026年春节休市安排的公告 2月5日，沪深北交易所均公布了2026年春节休市安排：2月15日（星期日）至2月23日（星期一）休市， 2月24日（星期二）起照常开市。另外，2月14日（星期六）、2月28日（星期六）为周末休市。 具体来看： 根据《关于上海证券交易所2026年部分节假日休市安排的通知》（上证公告〔2025〕45号），上海证券 交易所现将2026年春节休市安排通知如下。 一、休市安排：2月15日（星期日）至2月23日（星期一）休市，2月24日（星期二）起照常开市。另 外，2月14日（星期六）、2月28日（星期六）为周末休市。 二、有关清算事宜将根据中国证券登记结算有限责任公司的安排进行。 关于2026年春节期间深港通下的港股通 交易日安排的通知 一、休市安排 2月15日（星期日）至2月23日（星期一）休市，2月14日（星期六）、2月28日（星期六）为周末休市。 2月24日（星期二）起照常开市。 二、为保证节后交易正常进行，本所定于2026年2月23日（星期一）9:15至12:00进行交易系统联调测 试。 三、有关清算事宜，根据中国证券登记结算有限责任公司的安排进行。 来源：沪深北交易所官网 （ ...

畜牧业是农业的重要组成部分。2026年中央一号文件提出，"强化生猪产能综合调控""培育具有国际竞 争力的农业企业"等，旨在推动畜牧业实现供求平衡与健康发展。 作为国内生猪养殖龙头企业，牧原股份积极响应国家生猪产能调控政策，2025年已超额完成330万头母 猪调减目标，截至2025年底存栏母猪323.2万头，较2025年初减少38.9万头。2026年1月底进一步调减到 313万头。生猪出栏体重从2025年5月的129公斤/头，降至2026年1月的117公斤/头，实现头均产肉量减 少。 针对2026年中央一号文件提出的"积极促进农民稳定增收"，牧原股份相关负责人表示，公司多年来一直 通过多种路径促进农民增收，助力乡村振兴。在牧原的赋能培养体系下，有7万余人从农民成长为"养猪 工程师"，平均年收入在13万元以上，其中还有7000名曾经的养猪户通过加入牧原实现了稳定就业与收 入提升。另外，牧原通过向中小养殖户提供优质种仔猪及专业技术服务，带动超1万名养殖户专业化生 产，未来也会向养殖户共享养猪大模型。 数据显示，牧原股份积极推广"猪养田、田养猪"循环农业模式，2025年，通过种养循环模式服务农田 492万亩，帮助农户 ...

Wind数据显示，今年以来，华明装备累计获得59家外资机构调研，在所有公司中位列第一；影石创新 和汇川技术分别以58家和53家的调研家数位居第二、第三。此外，奥普特、怡合达、安集科技、华润 微、思特威等公司也吸引了超过20家外资机构前来调研。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2026年开年以来，外资机构继续积极调研A股上市公司。Wind数据显示，截至2月4日，外资机构年初以 来合计调研A股上市公司逾500次。其中，被称为华尔街"最疯狂的赚钱机器"的Point72资产管理公司、 摩根资产管理、贝莱德、高盛、摩根士丹利、美银证券等知名对冲基金、资管公司和国际投行均出现在 调研名单上。从调研标的来看，华明装备、影石创新和汇川技术位于外资调研榜前三位。 外资调研动向往往被视为市场的"风向标"。Wind数据显示，2026年以来截至2月4日，外资机构合计调 研A股上市公司503次。其中，摩根资产管理调研15次，排名首位。在调研名单中，还出现了Point72资 产管理公司、贝莱德、高盛、摩根士丹利、美银证券等外资巨头。 | 序号 | | | | | | --- | --- | -- ...

Core Insights - The China Photovoltaic Industry Association held a seminar on February 5, discussing the development roadmap for the photovoltaic industry from 2025 to 2026, predicting a decline in new installed capacity in 2026 compared to 2025 [1][9] Group 1: Industry Forecast - The new installed photovoltaic capacity in China for 2026 is expected to be between 180GW and 240GW, a decrease from 315.07GW in 2025 [1][9] - The global new installed capacity for 2026 is projected to be between 500GW and 667GW, down from 580GW in 2025 [11] - From 2027 onwards, both the Chinese and global markets are expected to return to an upward trend, with China's capacity reaching between 270GW and 320GW by 2030 [1][9][11] Group 2: Key Initiatives by the Ministry of Industry and Information Technology - The Ministry of Industry and Information Technology will focus on four key areas in 2026, with a primary emphasis on addressing industry internal competition [5][6] - The ministry aims to enhance standards and quality supervision, implementing mandatory national standards to curb issues like false power ratings and quality control violations [5][6] - Innovation-driven development will be prioritized, supporting a collaborative innovation system among industry, academia, and research to advance next-generation technologies [5][6] Group 3: Market Dynamics and Strategic Shifts - The industry is expected to shift from a focus on scale and price competition to value competition, driven by new policies and market conditions [11][12] - Companies are encouraged to explore new growth avenues, such as developing technology barriers and expanding into new photovoltaic applications like energy storage and hydrogen energy [12] - The international market is experiencing varied trends, with stable growth in Europe, a downward adjustment in the U.S. due to policy uncertainties, and rapid growth in India and emerging markets [11]

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