Group 1 - The company provided a joint liability guarantee for its wholly-owned subsidiary, Tianjin Post and Telecommunications Design Institute, to secure a financing application of up to RMB 20 million from China Minsheng Bank [2] - The company plans to provide a total guarantee amount of RMB 30 million for Tianjin Post and Telecommunications Design Institute in the current year, with a remaining available guarantee amount of RMB 10 million [4] - As of the announcement date, the total guarantees provided by the company for its subsidiaries amount to RMB 1,064.46 million, which represents 52.17% of the company's latest audited net assets [6] Group 2 - The guarantee is deemed necessary and reasonable to support the business development of the subsidiary, aligning with the company's overall strategic goals [6] - The board of directors confirmed that the subsidiary has a stable operating condition and good credit status, allowing the company to effectively control and mitigate risks [6] - The approval process for the guarantee was conducted in accordance with legal requirements and within the authorization scope of the shareholders' meeting [6]

Group 1 - The company is planning to repurchase its shares to enhance company value and shareholder rights, optimize capital structure, and increase earnings per share [1] - The types of shares to be repurchased include RMB ordinary shares (A-shares) and domestic listed foreign shares (B-shares) [1] - The purpose of the share repurchase is to reduce the company's registered capital [2] Group 2 - The funding for the share repurchase will come from the company's own funds [3] - The repurchase will be conducted through the Shenzhen Stock Exchange trading system via centralized bidding [4] - The maximum repurchase price will not exceed 150% of the average trading price of the company's shares over the 30 trading days prior to the board's approval [4] - The total amount planned for the share repurchase is between RMB 10 billion and RMB 20 billion, with A-shares planned for RMB 7 billion to RMB 14 billion and B-shares for RMB 3 billion to RMB 6 billion [4] - The implementation period for the share repurchase will not exceed 12 months from the date of shareholder approval [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 二、公司采取的措施及相关说明 1.采取的措施 证券代码：600127 证券简称：金健米业 编号：临2026-08号 金健米业股份有限公司 关于公司及有关责任人收到湖南证监局行政监管措施决定书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 金健米业股份有限公司（以下简称"上市公司""公司""金健米业"）及有关责任人于2026年2月4日收到了 中国证券监督管理委员会湖南监管局（以下简称"湖南证监局"）出具的《关于对金健米业股份有限公司 采取责令改正并对相关责任人员采取出具警示函行政监管措施的决定》（〔2026〕5号，以下简称"《决 定》"），现将相关情况公告如下： 一、《决定》的主要内容 金健米业股份有限公司、全臻、陈伟、吴飞、马先明： 经查，2020年至2022年，你公司原子公司金健农产品（营口）有限公司（以下简称金健营口公司）与东 方集团股份有限公司（以下简称东方集团）及其关联方14笔贸易业务全部为空转循环贸易，无实物流转 且缺乏商业实质，收入不应确认。2020年，金健 ...

证券代码：688085 证券简称：三友医疗 公告编号：2026-005 上海三友医疗器械股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示： ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 关于实际控制人及其一致行动人权益 变动触及1%刻度的提示性公告 公司实际控制人及其一致行动人保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 2.信息披露义务人信息 ■ 注：混沌天成资管－徐农－混沌天成精选策略18号单一资产管理计划（以下简称"混沌天成18号"）是公 司实际控制人徐农先生100%出资设立的资产管理计划，徐农先生和混沌天成18号及其管理人混沌天成 资产管理（上海）有限公司签署《一致行动协议》，构成一致行动关系。徐农、Michael Mingyan Liu （刘明岩）、David Fan（范湘龙）通过签署《一致行动协议》构成一致行动关系，为公司实际控制 人。 二、权益变动触及1%刻度的基本情况 近日，上海三友医疗器械股份有限公司（简称"公司"）收到Michael Ming ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002607 证券简称：中公教育 公告编号：2026-019 触及1%暨权益变动至5%以下的提示性公告 公司大股东王振东保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1.本次权益变动系中公教育科技股份有限公司（以下简称"公司"）股东王振东减持公司股份而导致权益 变动触及1%。 2.本次权益变动后，股东王振东持有公司股份由367,928,834股减少至308,369,961股，合计持股比例由 5.9657047%减少至4.9999999%，不再是公司持股5%以上的股东。 3.本次减持事项已按照有关规定进行了预披露，本次实际减持情况与此前披露的意向、承诺及减持计划 一致。 4.本次权益变动不会导致公司的控股股东、实际控制人发生变化。 近日，公司收到股东王振东出具的《简式权益变动报告书》，获悉公司股东王振东持有公司股份数量由 367,928,834股变动至308,369,961股，占公司总股本的比例由5.9657047%减少至4.99999 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002566 证券简称：益盛药业 公告编号：2026-002 吉林省集安益盛药业股份有限公司 第九届董事会第五次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 吉林省集安益盛药业股份有限公司（以下称"公司"）第九届董事会第五次会议通知以当面送达、电话、 邮件的方式于2026年1月28日向各董事发出，会议于2026年2月4日以现场会议的方式在公司四楼会议室 召开。会议应参加审议董事9人，实际参加审议董事9人。本次会议的召开符合《公司法》及《公司章 程》的规定，合法有效。会议由董事长张益胜先生主持，审议并通过了如下议案： 吉林省集安益盛药业股份有限公司 一、会议以9票同意、0票反对、0票弃权的表决结果，审议通过了《关于使用闲置自有资金购买理财产 品的议案》。 《关于使用闲置自有资金购买理财产品的公告》详见《中国证券报》、《上海证券报》、《证券时报》 及巨潮资讯网（www.cninfo.com.cn）。 二、备查文件 公司第九届董事会第五次会议决议。 特此公告。 吉林省集安益盛药业股份有限公 ...

Core Viewpoint - Jiangsu Huachen Transformer Co., Ltd. has decided not to exercise the early redemption option for its convertible bonds, Huachen Convertible Bonds, despite triggering the redemption clause due to stock prices exceeding 130% of the conversion price for fifteen trading days [2][4]. Group 1: Convertible Bond Issuance Overview - The company issued 4,600,000 convertible bonds with a total value of 460 million yuan, with a maturity of six years from June 20, 2025, to June 19, 2031 [3]. - The coupon rates for the bonds are structured to increase over the years, starting from 0.20% in the first year to 2.50% in the sixth year [3]. Group 2: Redemption Terms and Trigger Conditions - The redemption clause allows the company to redeem the bonds if the stock price remains above 130% of the conversion price for at least fifteen trading days within any thirty-day period [4]. - The recent stock price performance has triggered this redemption clause, as the stock price was above 30.52 yuan (130% of the conversion price of 23.48 yuan) for the required duration [2][4]. Group 3: Decision Against Early Redemption - The board of directors convened on February 4, 2026, and resolved not to redeem the bonds early, citing confidence in the company's long-term potential and market conditions [2][6]. - The company will not exercise the redemption option for the next three months, and any future decisions regarding redemption will be made after May 4, 2026 [2][6]. Group 4: Shareholder Actions - The company has noted that its major shareholders and executives have not traded the convertible bonds in the six months leading up to the redemption condition being met, except for a planned reduction by a senior executive [7]. - The executive plans to reduce holdings by up to 2,800 bonds while maintaining compliance with legal requirements [7]. Group 5: Compliance and Verification - The decision not to redeem the bonds has been reviewed and approved by the board, ensuring compliance with relevant regulations and the terms outlined in the offering prospectus [8].

Core Insights - In 2025, the profits of China's large-scale non-ferrous metal industry reached a record high of 528.45 billion yuan, marking a 25.6% increase from the previous year, driven primarily by aluminum, gold, and copper [2][3] - The non-ferrous metal market is expected to experience structural differentiation and increased volatility in 2026, with potential for further price increases [2][3] - The global supply constraints, particularly in copper and nickel, alongside strong demand from sectors like electric vehicles, are anticipated to support non-ferrous metal prices in 2026 [3][5] Profit Performance - The profit contributions from major metal varieties in 2025 included aluminum (38 billion yuan), gold (21.2 billion yuan), and copper (17.7 billion yuan), with lead-zinc, tungsten, molybdenum, and rare earths also contributing significantly [2] - The overall profit growth contribution rates for these six major varieties were 35%, 20%, 16%, 7%, 5%, and 5% respectively [2] Market Outlook - The macroeconomic environment is expected to remain supportive, with a continued global interest rate reduction cycle and robust domestic policies, which will provide a solid foundation for non-ferrous metal prices [2][3] - The anticipated structural growth in demand, particularly in the renewable energy and electric vehicle sectors, is expected to bolster nickel demand by approximately 5% annually [5] Supply Constraints - Supply-side constraints are projected to persist, with limited global copper mine output and reduced nickel production from Indonesia, while domestic electrolytic aluminum capacity approaches its ceiling [3][5] - The aluminum market is expected to maintain a tight balance, with high-cost alumina production potentially exiting the market due to regulatory measures [3] Regulatory Challenges - The implementation of the EU Carbon Border Adjustment Mechanism (CBAM) starting January 1, 2026, is expected to increase operational costs for non-ferrous metal companies, with an estimated CBAM cost of 2.44 million euros for aluminum products exported to the EU [6][7] - The CBAM will impose higher compliance thresholds, potentially excluding high-carbon products from the EU supply chain, which could lead to increased logistical and channel pressures for companies [6][7]

次新基金正在积极进场布局。从权益类基金最新动向看，多只年内成立的主动权益类基金净值已出现明 显波动，部分ETF快速打满仓位。与此同时，越来越多新基金缩短募集期，抢抓建仓机遇。从资金流向 看，部分次新基金获大量资金涌入，启动比例配售。 次新基金积极进场 凭借快速建仓，多只次新基金已收获颇丰。具体来看，新华低碳经济混合基金成立于2025年12月23日， 截至2026年2月3日，该基金成立以来收益达到18.52%。 2月4日，鹏华基金公告称，鹏华启航量化选股混合基金在2月2日至27日期间内任何一天（含第一天）的 当日交易时间结束后，累计有效申购（含定期定额投资）金额超过30亿元（含30亿元），将对超限当日 投资者的有效申购申请进行比例配售，同时自超限日的下一个交易日起将不再按照上述累计申购限额进 行比例配售。经统计，2月2日，鹏华启航量化选股混合基金的有效申购申请确认比例为57.08%。 鹏华基金表示，鹏华启航量化选股混合基金单日单个基金账户累计的申购、定期定额投资金额限制由 300万元调整为1000元。梳理发现，鹏华启航量化选股混合基金成立于2025年11月5日，截至2026年2月3 日，该基金成立以来收益为4. ...

截至2月4日收盘，万得央企煤炭概念指数、万得煤炭开采精选指数涨幅分别达到7.61%和7.58%，中煤 能源、恒源煤电、兖矿能源、山西焦煤、潞安环能、山煤国际、晋控煤业等一批个股涨停。 煤炭企业人士、研究员认为，短期内煤价或受印尼矿商暂停现货煤炭出口等消息的扰动。从中长期来 看，煤炭供需基本面有望持续改善，年度价格中枢有望上移。 煤炭市场已提前进入春节放假状态 从供应端来看，主产区部分民营煤矿提前进入春节假期，国有煤矿维持稳定生产以保障供应，整体产量 边际收缩。 从需求端来看，前期寒潮推动沿海电厂日耗维持高位，但随着寒潮影响减退及春节临近，南方部分工业 企业提前放假，工业用电负荷走弱，电厂日耗逐步回落，可用天数保持在15天左右的安全水平，补库压 力较小，采购以长协煤为主，对市场煤询货稀少。 另外，非电行业陆续进入假期，需求支撑减弱，仅少数库存偏低的终端存在小批量节前补库需求，未形 成规模性采购。供需两弱导致当前交易清淡，煤价持续走弱。2月4日，秦皇岛煤炭网发布最新一期环渤 海动力煤指数，报收于682元/吨，环比下行3元/吨。 在煤炭行业人士看来，当前煤炭板块受到市场热捧，更多缘于印尼方面的减产。作为全球最大的电 ...