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 ...

□ 理解今年经济需把握"夯实基础、全面发力、战略主动"三重导向 □ 在投资端有三个关键方向：首先是与未来新兴产业相关的持续投入，有望带来新的增长点；其次 是"新"新基建，有望提升经济系统效率；最后是绿色转型相关投入 ◎刘禹希 记者 严晓菲 2026年是"十五五"开局之年，中国经济如何在复杂环境中稳步前行？申万宏源证券首席经济学家赵伟在 接受上海证券报记者专访时表示，理解今年经济需把握"夯实基础、全面发力"的双重导向。他认为，服 务消费、"新"新基建与绿色投资将是影响全年经济走向的三大关键。 "夯实基础"与"全面发力"并重 "2026年是'十五五'开局之年，理解这一年的经济与政策，首先要看规划建议的一些重要表述。"赵伟表 示，其中"夯实基础"和"全面发力"八个字，尤其值得关注。 赵伟表示，"夯实基础"指的是对"十四五"以来所构建的产业体系、市场基础和制度框架的巩固与深化。 而"全面发力"意味着在发展与改革相关领域，政策推进与落实的速度将会加快。 此外，赵伟表示还要高度重视"战略主动"这一导向。国家在政策层面的主动性将显著增强，主要体现在 两个方面：一是统筹国内经济工作与国际经贸斗争的主动性将显著提高；二是开放相 ...

Core Viewpoint - The selection of Kevin Warsh as the next Federal Reserve Chairman is fundamentally a result of a "triple balance" involving policy, political, and market considerations [1][3]. Group 1: Policy Balance - Warsh's proposal of "balance sheet reduction + interest rate cuts" meets the current U.S. government's urgent need for economic stimulus while also addressing inflation risks, thereby enhancing the credibility of the central bank [1][3]. - This approach aims to mitigate the risk of being labeled a "political puppet" by demonstrating a commitment to both economic growth and inflation control [3]. Group 2: Political Balance - Warsh's experience with the Federal Reserve, Wall Street background, and academic credentials make him a politically viable candidate, reducing the likelihood of resistance from the Democratic Party in a Republican-controlled Senate [2][3]. - His familial ties to Trump, particularly through his father-in-law, further enhance his trustworthiness in the eyes of the current administration [3][4]. Group 3: Market Balance - The White House seeks to balance "policy reform" with "market stability" to avoid market volatility caused by hasty policy changes [3]. - Warsh's advocacy for reducing the Fed's balance sheet and reforming monetary policy frameworks is seen as a way to provide "controlled easing" while reassuring markets about the Fed's independence [3]. Group 4: Historical Context - The article draws parallels between Warsh's potential tenure and that of Jerome Powell, who was also seen as a politically favorable choice but faced significant challenges once in office [6][9]. - The historical context suggests that while there may be an initial "honeymoon period" between Warsh and Trump, institutional roles will likely dominate personal inclinations over time [9]. Group 5: Future Monetary Policy - Warsh's approach to monetary policy diverges from traditional models, favoring a more discretionary and results-oriented decision-making process rather than relying heavily on predictive models [11]. - Despite his preferences, the collective decision-making structure of the Federal Open Market Committee (FOMC) may limit Warsh's ability to implement significant interest rate cuts without broader consensus [11][12]. Group 6: Political Implications - The upcoming midterm elections are a critical factor influencing the White House's decision to replace Powell with Warsh, as it allows the administration to position itself favorably in the eyes of voters [15]. - The article suggests that the immediate goal of the leadership change is to shift blame for economic challenges away from the administration and onto Powell [15].

4613.96 煤炭指数昨日分时走势图 ◎记者 王文嫣 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。 近年来，新疆煤炭产量迅速攀升，成为影响市场的重要变量。新疆维吾尔自治区统计局最新发布数据， 2025年全疆规模以上工业企业原煤累计产量5.53亿吨，同比增长1.9%，较2024年17.5%的增速明显放 缓。 煤炭市场已提前进入春节放假状态 卓创资讯煤炭行业报告认为，2026年国内动力煤供应量整体仍将保持在高位充裕水平，但考虑到国内超 产核查及"反内卷"工作将继续推进，且新增产能有限，同时煤矿或有控制产量以平衡库存保障利润行为 等因素影响产量，原煤产量增速将放缓的预期较强。 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 ...

"2025年，规模以上有色金属工业企业实现利润总额突破5000亿元大关，达到5284.5亿元，较上年增长 25.6%，创历史新高。"中国有色金属工业协会党委常委、副会长陈学森介绍，从金属品种来看，2025 年铝、黄金、铜三大品种表现亮眼，实现利润增加额分别为380亿元、212亿元和177亿元，铅锌、钨 钼、稀土三大品种实现利润增加额均超过50亿元，这六大品种对规上有色金属企业实现利润增长的贡献 率分别为35%、20%、16%、7%、5%和5%。 中国有色金属工业协会副秘书长兼政策研究室（规划研究办公室）主任林如海表示，展望2026年，有色 金属市场将呈现"结构分化、波动加剧"的整体格局，价格中枢有望进一步上移。 从宏观环境来看，全球降息周期将持续深化，国内"十五五"规划开局在即，国内政策或持续发力，流动 性充裕的格局不会改变，为有色金属价格提供坚实支撑。避险需求及各国央行增持黄金储备依然会继续 支撑贵金属价格。 ◎记者 霍星羽 在2月3日中国有色金属工业协会举办的2025年有色金属工业经济运行情况新闻发布会上，协会相关负责 人表示，2025年全球主要有色金属价格整体呈现显著上行态势，我国规上有色金属工业企业利 ...