中国技术和服务"组团出海"的态势也愈发明显。1月4日，深南电A全资子公司中标柬埔寨国公省 2×450MW燃机联合循环电站运维服务项目，中标总金额达2.08亿美元。1月29日，双方已正式签署首份 合同，合同预计金额1.04亿美元。 （上接1版） 公告显示，该服务周期覆盖建设阶段（预计2026年至2027年）前期服务及后续商业运营阶段涵盖机组两 个大修周期（预计2028年至2042年）的运维服务，体现出公司从设备出口向全生命周期服务输出的升 级。 以华东重机为例，公司近期成功中标印度阿达尼（Adani）集团的港口装卸设备项目，以及国内几个智 能化港口装卸设备项目，合计收获约12.5亿元订单。公司直言，本次中标及合同的签署有助于进一步提 高公司在境内外智能化港口装卸设备的市场占有率，提升公司高端装备业务的核心竞争力和公司持续经 营能力。 此外，联合水务作为牵头人组成的联合体，在1月还成功中标沙特国家水务公司长达15年的市政污水处 理长期运维项目，彰显出公司具备参与国际竞争并交付复杂项目的综合实力，也是公司"立足国内市 场、积极开拓国际市场"发展战略落地的又一重大成果。 安靠智电在海外市场也接连取得突破。公司1月中旬 ...

Key Points - The core viewpoint of the news is the significant corporate announcements and financial performance reports from various companies, indicating strategic moves, partnerships, and financial results that may present investment opportunities. Group 1: Corporate Announcements - Ruixin Technology plans to acquire control of Wuhu Deheng and will suspend trading from February 5, 2026 [4] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas, with an expected cooperation amount of 23.2 million yuan [5] - Dabeinong's actual controller and chairman, Shao Genfu, passed away on February 3, 2026, at the age of 60, with the company confirming normal operations [6] Group 2: Financial Performance Reports - Silica Technology reported a total revenue of 3.752 billion yuan for 2025, a year-on-year increase of 18.76%, and a net profit of 281 million yuan, up 18.34% [7] - Huanxu Electronics reported a total revenue of approximately 59.2 billion yuan for 2025, a decrease of 2.46%, but a net profit increase of 12.16% to approximately 1.85 billion yuan [7] - Chongqing Beer reported a total revenue of approximately 1.472 billion yuan for 2025, a year-on-year increase of 0.53%, with a net profit of approximately 123 million yuan, up 10.43% [8] Group 3: Capital Increases and Restructuring - Tangyuan Electric received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [9] - Chang'an Automobile is planning to repurchase shares with a total amount between 1 billion and 2 billion yuan [10] - Gaweida's board proposed a share repurchase plan with a total amount between 30 million and 35 million yuan [10] Group 4: Strategic Partnerships and Investments - Shengxin Lithium Energy's subsidiary plans to acquire a 13.93% stake in Huirong Mining for 1.26 billion yuan, aiming for full control [11] - Guangdong Construction won a bid for a project worth 1.524 billion yuan for a lithium battery manufacturing base [11] - Liyade plans to invest up to 100 million yuan in an industrial fund focused on non-listed companies in the commercial aerospace sector [11]

Core Viewpoint - Inner Mongolia Huadian, a listed company under China Huaneng, successfully completed a private placement raising 2.65 billion yuan at a price of 4.94 yuan per share, attracting over 15.1 billion yuan in subscriptions, indicating strong institutional interest in the company's asset quality and transformation prospects [2][5]. Group 1: Fundraising Details - The private placement had a subscription multiple of over 5.72 times, with 44 institutional investors participating, including notable entities like UBS AG and China National Investment Fund [5][6]. - The four successful subscription entities were: - China Everbright Financial Asset Investment Co., Ltd. (30 million yuan) - Hubei Cultural Tourism Capital Holdings Co., Ltd. (10 million yuan) - CCB Financial Asset Investment Co., Ltd. (100 million yuan) - Shandong High-speed (Shenzhen) Investment Co., Ltd. (1.25 billion yuan) [6]. Group 2: Asset Acquisition and Strategic Importance - The fundraising is part of a strategy to acquire high-quality wind power assets with a total installed capacity of 1.6 million kilowatts from Northern Power, enhancing the company's renewable energy portfolio [5][8]. - Following the acquisition, the company's total installed capacity is expected to reach approximately 5.5 million kilowatts, with the proportion of renewable energy increasing by 8 percentage points to over 23% [8][10]. Group 3: Financial and Operational Implications - The newly acquired wind power assets are anticipated to provide stable cash flow and enhance the company's resilience against coal price fluctuations, thereby improving operational stability [10]. - The company has committed to a cash dividend policy of no less than 70% from 2025 to 2027, reflecting a focus on shareholder returns [10].

脑机接口技术，正从实验室的聚光灯下，走向医院的病房和普通人的生活。 2月3日至4日，由脑机接口产业联盟、脑机交互与人机共融海河实验室与天津大学联合举办的全国首届"脑机接口开发者大 会"举行。 多位参会专家均表示，中国脑机接口技术正从实验室研发，全面迈向"临床转化与自主创新"的新阶段，一个由政策引导、 标准护航、医保支持、人才驱动、产学研医深度融合的产业生态体系已初步构建。 聚焦未来，美国加州大学圣地亚哥分校（UCSD）教授钟子平提出，脑机接口应逐步从"治疗"走向"预测"。 临床落地中国原创产品获批在望 脑机接口可临床应用于哪些领域？中国工程院院士顾晓松在会上介绍，神经功能调控、中风、运动障碍及脊髓损伤等仍是 主流方向。 基于目前取得的扎实的临床试验数据，首都医科大学宣武医院院长赵国光进一步透露，中国首个脑机接口三类医疗器械注 册证书有望在今年获批。 从临床视角展示脑机接口如何"替代、修复、增强、改善"神经功能，他分享了多个里程碑案例：宣武医院与清华大学团队 合作的脊髓损伤患者有创脑机接口植入手术，时间上早于马斯克的Neuralink；全国多中心临床试验显示，患者运动功能评 分显著改善。此外，"脑机接口+脊髓刺 ...

"永"立潮头，海纳百"川"。 上市公司重庆行暨重庆市"四企"联动发展对接活动将于2月5日至2月6日在重庆永川区举行。本次活动由 重庆市经济和信息化委员会、重庆市国有资产监督管理委员会指导，重庆市永川区人民政府、重庆国际 投资咨询集团有限公司联合主办，新华社重庆分社、上海证券报社支持。 据了解，本次活动以"相约永川·共创未来"为主题，搭建起产业对接、成果转化的交流平台，汇聚知名 专家学者和上市公司、优强企业、投资机构代表等约300人，共探产业高质量发展新机遇，共话企业高 质量发展新路径。 值得一提的是，此次活动内容丰富，闭门洽谈会、参观调研等在活动期间同步举行，上市企业、优强企 业、投资机构代表等将在永川科技园区、永川大数据产业园等地进行走访交流，共话发展实践，碰撞思 想火花。 近年来，永川牢牢把握制造业高质量发展核心，以"3322"现代制造业集群体系建设为总抓手，聚焦智能 网联新能源汽车摩托车及零部件、新材料、大数据及人工智能三大重点产业，夯实消费品工业、电子信 息、高端装备三大优势产业，培育低空经济、生物科技两大未来产业，壮大智能机器人、新能源装备两 大新兴产业，推动产业布局从"单点突破"向"集群共进"跨越 ...

Core Viewpoint - Muxi Co., Ltd. announced a plan to manage idle funds from its fundraising activities through cash management products to optimize fund utilization and enhance short-term financial returns while ensuring the normal progress of its investment projects [2][8]. Fundraising and Investment Projects - Muxi Co., Ltd. raised a net amount of RMB 38.99 billion upon its listing on the Sci-Tech Innovation Board, with planned investments in several GPU-related projects [4]. - The investment projects include the development and industrialization of new high-performance general-purpose GPUs, next-generation AI inference GPUs, and high-performance GPU technology for emerging applications [4][6]. - The total investment for these projects is approximately RMB 500.92 million, with planned fundraising usage of RMB 389.93 million [6]. Product Strategy and Development - The company's product strategy involves a cycle of "selling one generation, researching one generation, and pre-researching one generation," focusing on the C600 and C700 products, which will utilize RMB 8.41 billion and RMB 16.18 billion of the raised funds, respectively [7]. - The C600 chip, based on proprietary GPU IP architecture, is designed to meet the needs of generative AI training and inference, with performance comparable to international mainstream products [7]. Cash Management Strategy - Muxi Co., Ltd. plans to use idle funds for cash management, investing in low-risk, high-liquidity products that meet capital preservation requirements and can be redeemed at any time [2][8]. - This cash management approach aims to reduce opportunity costs associated with idle funds while ensuring that funds are available as needed for project requirements [7]. Ecosystem Development - The company is focused on building a comprehensive GPU software ecosystem and a broader industrial ecosystem, with a strategic plan to empower six core industries and expand into future-oriented sectors [10]. - Muxi Co., Ltd. has launched its fourth GPU product matrix, the X series, aimed at scientific intelligence scenarios, promoting the integration of traditional scientific computing with AI-driven research [9].

消息面上，2月4日早间，国际金价重回5000美元/盎司关口。此前，万国黄金集团发布正面盈利预告，预期2025年归母净利润约14亿元至15亿元人民币，同 比增长约143%至161%。万国黄金集团公告称，预期归母净利润增加主要是由于黄金产品销售量及价格上升所致。 来源：上海证券报·中国证券网 上证报中国证券网讯（林铭溱 记者 刘逸鹏）2月4日，万国黄金集团高开后震荡上行，盘中一度涨近9%。截至13时01分，万国黄金集团涨7.09%，报15.71港 元/股。 ...

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 何昕怡）2月4日，氢能源概念表现强势，晟辉科技持续拉升并封住涨停， 报9.98元/股，上涨19.95%。 消息面上，2月3日，工业和信息化部部长李乐成主持召开党组会议。会议强调，要加强未来产业的科技 供给。发挥新型举国体制优势，深入实施国家科技重大专项、国家重点研发计划，系统布局原创性、引 领性的技术攻关，推动6G、量子科技、生物制造、氢能、脑机接口、具身智能等领域攻关突破。 中信证券日前指出，"十五五"时期，在政策推动下，氢能有望逐步迈入产业化阶段。绿氢及氢基绿色燃 料的市场规模有望逐步扩大、工业领域减碳或衍生出绿氢新的应用场景将带动绿氢产业链和电解槽设备 需求的增长，同时提前布局氢基绿色能源项目的投资方也有望受益产业发展前期的产品溢价。 公开资料显示，晟辉科技近年来持续推进"智能+双碳"战略转型，将以光储充、氢能、火电灵活性改 造、熔盐储能为代表的新型电力系统等业务作为第二增长曲线进行培育。氢能领域，子公司盛氢制氢已 实现制氢设备的市场化交付，子公司昇辉新能源中标智慧综合能源母站项目，参股公司中科清能以国产 氢液化装备为"长征八号"发射供应液氢燃料、 ...

在持续多日遭遇资金大幅流出后，股票型ETF终于重现资金净流入。 据Choice测算，2月3日，股票型ETF（剔除跨境ETF）净流入69.65亿元，其中多只宽基ETF吸引资金涌入。与此同时，虽然港股科技板块持续调 整，大量资金借道ETF加仓。 股票型ETF重现净流入 据Choice测算，2月3日，股票型ETF（剔除跨境ETF）净流入69.65亿元，其中多只宽基ETF吸引资金涌入。具体来看，南方中证500ETF净流入 35.66亿元，南方中证A500ETF、华夏科创50ETF、易方达沪深300ETF、南方中证1000ETF、华夏沪深300ETF等净流入均超5亿元。 | 基金全称 | 2月3日 净流入额 | | --- | --- | | | (亿元) | | 南方中证500交易型开放式指数证券投资基金 | 35.66 | | 国泰中证全指证券公司交易型开放式指数证券投资基金 | 11.17 | | 南方中证A500交易型开放式指数证券投资基金 | 9.73 | | 华夏上证科创板50成份交易型开放式指数证券投资基金 | 7.60 | | 易方达沪深300交易型开放式指数发起式证券投资基金 | 7.07 | | 南 ...

Core Viewpoint - Kailong High-Tech resumed trading on February 4, achieving a limit-up of 20.00%, closing at 23.82 yuan per share, following the announcement of a plan to acquire 70% of Jinwangda's equity and raise matching funds through a share issuance to its actual controller [1][1]. Group 1: Acquisition Details - The acquisition aims to enhance the company's robotics industry chain layout, which includes "core components + testing equipment + complete products + application scenarios" [1][1]. - By acquiring 70% of Jinwangda, Kailong High-Tech will quickly gain access to the technical system of precision transmission functional components, thereby expanding its existing business [1][1]. Group 2: Company Background - Kailong High-Tech is a leading enterprise in the engine exhaust after-treatment and environmental protection equipment sectors, focusing on the automotive and environmental equipment fields [1][1]. - The company has established a subsidiary, Wuxi Kaichi Intelligent Robotics Technology Co., Ltd., and launched the "Huilingjia" series of robots, collaborating with the Xigang Hu Machine Robotics Institute to develop intelligent robotic testing equipment [1][1]. Group 3: Jinwangda Overview - Jinwangda specializes in the research, production, and sales of precision transmission functional components, including ball linear guideways, ball screws, linear modules, and linear motors [1][1]. - Its products are widely used in industrial automation scenarios across various sectors, including 3C electronics, new energy lithium batteries, semiconductor equipment, medical devices, robotics, and automotive manufacturing equipment [1][1].