登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002431 证券简称：棕榈股份 公告编号：2026-013 棕榈生态城镇发展股份有限公司 2026年第二次临时股东会决议公告 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、误导性陈述或重大遗 漏。 特别提示： 1、本次股东会无出现增加、修改、否决议案的情形； 2、本次股东会未涉及变更以往股东会决议的情况； 3、本次股东会采取现场投票与网络投票相结合的方式召开。 一、会议的召开情况 1、现场会议召开时间：2026年2月2日（星期一）下午14:30 2、网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为2026年2月2日上午9:15-9:25； 9:30-11:30,下午13:00-15:00；通过深圳证券交易所互联网投票系统进行网络投票的时间为2026年2月2日 上午9:15至下午15:00期间的任意时间。 3、会议召开地点：河南省郑州市管城回族区东风南路与康宁街交叉口海汇中心3A-17楼公司会议室 4、会议方式：本次会议采取现场投票与网络投票相结合方式 5、会议召集人：公司董事会 6、会议主持人：董事长刘江华先生 ...

重要内容提示： 证券代码：600698 900946 证券简称：湖南天雁 天雁B股 公告编号：临2026-004 湖南天雁机械股份有限公司 关于公司高级管理人员离任的公告 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。 ■ 2026年2月3日 (二)离任对公司的影响 根据《公司法》《公司章程》等有关规定，何光清先生辞职报告自送达董事会之日起生效。何光清先生 已按照公司相关要求完成工作交接，其离任不会影响公司的正常运作及经营管理。 截至本公告披露日，何光清先生持有公司股票110,800 股，占公司总股本的0.01%，其中股权激励限售 股100,500股。辞职后，何光清先生仍将继续按照中国证监会、上海证券交易所及本公司对董事和高级 管理人员减持股份相关的法律、法规、规范性文件对其股份进行管理。 何光清先生任职期间勤勉尽责，公司及董事会对何光清先生在任职期间为公司发展所作出的贡献表示衷 心感谢。 湖南天雁机械股份有限公司董事会 湖南天雁机械股份有限公司（以下简称"公司"）董事会于2026年2月2日收到副总经理何光清先生的书面 辞职报 ...

日元正面临愈发复杂的局面。 继1月23日日元对美元汇率大幅反弹之后，目前，日元正在逐步回吐之前涨幅。2月2日，日元对美元汇 率一度下挫近0.6%，日内最低触及155.69，现已回吐上周约半数涨幅。 消息面上，日本首相高市早苗表示，疲软的汇率可能为出口产业带来重大机遇，从而给市场对日本政府 即将出手干预、支撑日元的猜测降温。 另一方面，美国总统特朗普提名凯文·沃什担任美联储主席也令日元走势更加复杂。市场认为沃什对通 胀的容忍度更低，这可能会提振美元，并对日元构成压力。 当前，日元贬值问题正成为日本央行的"心头大患"。根据日本央行近期公布的1月政策会议的会议纪 要，在当局密切关注日元疲软对通胀的影响之际，决策层对及时加息必要性的认识正在增强。一些委员 表示："在决定是否提高政策利率时，央行应考虑日元贬值对通胀率的影响，在某些情况下，还应考虑 对核心通胀的影响。" 市场正密切关注接下来日本财务省干预汇市的可能性。中金公司研究部发表的研报中表示，外汇干预也 可以大致分为"联合干预（多个国家）"与"单独干预（单个国家）"，从效果而言，"联合干预"大于"单 独干预"。 《日本经济新闻》近期报道表示"联合干预仅限于特定的情 ...

Core Viewpoint - Shanghai Yizhong reported a significant increase in net profit for 2025, driven by the inclusion of its core product in the national medical insurance directory and increased R&D investments [2]. Group 1: Company Performance - Shanghai Yizhong's total revenue for 2025 reached approximately 317.08 million yuan, a year-on-year increase of 82.72%, with net profit soaring by 819.42% to about 64.13 million yuan [2]. - Chipway Technology achieved a revenue of 394 million yuan in 2025, reflecting an 11.52% increase, while net profit decreased by 4.91% to 10.6 million yuan [5]. Group 2: Share Buybacks - XGIMI Technology plans to repurchase shares with a total fund of no less than 50 million yuan and no more than 100 million yuan, at a price not exceeding 159.51 yuan per share [3]. - Lexin Technology also intends to repurchase shares with a similar financial commitment, with a maximum price of 170.29 yuan per share [3]. Group 3: Risk Warnings - ST Kaiyuan anticipates a potential delisting risk warning due to expected negative net assets for 2025 [4]. Group 4: Important Investments - Aorui Technology's subsidiary plans to invest approximately 145 million yuan in computing power equipment [7]. - ZTE Corporation intends to invest 117 million yuan in a fund focused on new generation information technology and advanced manufacturing [10]. - Dawn Holdings is set to acquire a plastic and engineering plastic compound business in Vietnam for approximately 15.74 million USD [11]. Group 5: New Projects and Developments - Guangdong Electric Power A announced the successful commissioning of its Maoming Bohua Power Plant, with a total investment of 7.48 billion yuan and an expected annual power generation of 8.6 billion kWh [12]. - Ugreen Technology has submitted an application for H-share listing on the Hong Kong Stock Exchange [12].

Market Overview - Major stock indices in the Asia-Pacific region closed lower, with the Nikkei 225 down 1.25% at 52,655.18 points and the Korean Composite Index down 5.26% at 4,949.67 points, marking the largest single-day drop since April 7, 2025 [1] - The Korean Composite Index experienced a significant intraday drop exceeding 5%, triggering a trading halt for 5 minutes [1] - Semiconductor and AI sectors were the primary declining sectors, with Samsung Electronics falling over 6% and SK Hynix dropping over 8% [1] Indonesia Market - Following last week's turmoil, the Indonesian market saw a further decline, with the Jakarta Composite Index dropping nearly 5% at the close [2] - MSCI issued a warning regarding the investability of the Indonesian stock market, despite regulatory reforms being implemented in response [4] - The Indonesian market is particularly sensitive to commodity prices, which adds complexity to the market pressures it faces [4] Global Market Influences - The S&P/ASX 200 index in Australia closed down 1.02% at 8,778.6 points, while the S&P/NZX 50 index in New Zealand fell 0.08% to 13,412.44 points [4] - Volatility in precious metal prices is considered a direct factor leading to the global stock market adjustment, with increased volatility in gold and silver impacting liquidity and margin calls among institutional investors [4] - The overall high valuation of global risk assets has intensified profit-taking sentiment [4] Federal Reserve Nomination Impact - The nomination of Kevin Warsh as the next Federal Reserve Chair has catalyzed a cooling of crowded trades from precious metals to tech stocks, with initial market reactions interpreting the nomination as hawkish [5] - Following the announcement, U.S. Treasury yields rose, the dollar strengthened, and gold prices significantly dropped [5] - Long-term perspectives suggest that Warsh's experience may help stabilize inflation expectations and U.S. borrowing costs, while potentially easing regulatory pressures on the banking sector [5]

围绕科技金融建设，他建议加强资本支持与创新金融工具。具体举措如下：一是加快金融改革创新和资 源整合。依托银行做好科创企业全生命周期服务，可建立由科创企业主账户银行牵头的全流程服务机 制。建立白名单机制，以投引贷、以贷助投，提升资金循环利用率；发展多层次、市场化的资本市场。 可充分发挥先导产业母基金以投促引、以投促产、以投促创作用。营造良好的投资氛围，吸引并引导长 期、耐心资本在沪加大投资，落沪更多面向全球市场的新技术、新机会、新业态和新模式。丰富退出渠 道，大力布局扩大并购基金、未来基金、S基金规模，支持企业并购发展。大力发展科创指数基金，打 造多元化资本产品。 二是做好风险防控。建议进一步强化投后/贷后管理，建立完善的"四早"预警机制和风险监测系统；建 立适应科技企业发展特点的评价体系，更注重考量技术、数据资源等核心轻资产价值，并将团队、技 术、成果、模式等作为关键因素。 "在这方面，上海国投公司做了好多工作，包括联动社会资本，引进耐心资本、长期资本，招投联动， 形成上海独有的特色，助力科创企业来上海落户发展，能在这里感觉如鱼得水，能获得效益，并走出一 条健康发展的路子。"郑杨说，上海国投公司成立以来，通过 ...

Core Viewpoint - Burger King China officially enters a joint venture phase with CPE Yuanfeng, marking a new stage of rapid development in the Chinese market [1] Group 1: Joint Venture Details - CPE Yuanfeng injected an initial capital of $350 million into Burger King China, acquiring approximately 83% of the shares, while RBI retains about 17% [2] - A 20-year master franchise agreement has been signed, granting exclusive rights to operate and develop the Burger King brand in China [2] - The plan aims to expand the number of Burger King stores in China from around 1,250 to over 4,000 by 2035, with a focus on sustainable same-store sales growth [2] Group 2: CPE Yuanfeng Background - CPE Yuanfeng, established in 2008, is an asset management firm focused on innovative investment solutions in key sectors such as technology, consumer health, and infrastructure [3] - The firm has a cumulative asset management scale exceeding 150 billion yuan and has invested in several industry-leading companies [3] Group 3: Localization Strategy - Burger King China has been implementing localization strategies since early 2025, including building a local management team and optimizing store networks [4] - The brand has seen significant improvements in operations and marketing, leading to strong same-store sales growth [4] - A new local executive team has been established, focusing on supply chain management and digital marketing [4] Group 4: Empowerment and Development - CPE Yuanfeng is enhancing Burger King China's capabilities by introducing top talent, strengthening product innovation, and improving digital systems [5] - The focus is on high-quality store expansion and enhancing marketing and brand-building capabilities [5] Group 5: Industry Context - The joint venture reflects a broader trend of foreign restaurant brands in China moving towards local partnerships and operations [6][7] - Recent changes in ownership among major foreign brands like Starbucks and Yum China indicate a shift towards localized strategies in response to competition from domestic brands [7][8] - Experts suggest that this collaboration aims to leverage local resources and insights for more effective market expansion [8]

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 曾庆怡）2月2日上午，贵金属板块领跌A股。同花顺数据显示，截至10时21 分，该板块整体跌超10%。个股中，恒邦股份、招金黄金、四川黄金、中金黄金、赤峰黄金、西部黄 金、山东黄金、山金国际等多股跌停。 MACD金叉信号形成，这些股涨势不错！ 消息面上，近几个交易日，金价在创下历史新高后出现罕见的"过山车"行情。同花顺数据显示，截至北 京时间2月2日10时21分，COMEX（纽约商品交易所）黄金期货价格在前一交易日基础上出现下跌后反 弹，盘中最低价下探至4604.3美元/盎司，交易日内涨幅约0.3%；沪金主力合约盘中最低价下探至1016 元/克，交易日内下跌超10%。 ...

Core Viewpoint - The pumped storage concept is gaining strength in the market, with several companies experiencing significant stock price increases on February 2nd [1] Group 1: Company Performance - ShunNa Co., Ltd. (000533) saw its stock price rise to 9.22, with a gain of 10.02% [1] - Hangdian Co., Ltd. (603618) reached a stock price of 9.94, reflecting a 9.96% increase [1] - American Technology (688676) achieved a stock price of 97.85, marking a 6.92% rise [1] - Shenling Environment (301018) recorded a stock price of 68.78, with a 4.98% increase [1] - Southern Power Storage (600995) had a stock price of 14.18, up by 4.65% [1] - Guodian Nanzi (600268) reached a stock price of 13.34, reflecting a 4.38% increase [1] - XJ Electric (000400) saw its stock price at 31.10, with a 4.26% rise [1] Group 2: Market Trends - The early morning of February 2nd witnessed a strong performance in the pumped storage sector, with stocks like ShunNa and Hangdian hitting the daily limit [1] - Other companies such as Jinpan Technology and Shenling Environment also experienced upward movement in their stock prices [1]

Group 1 - The company Guodi Technology (002694) announced that its net assets are expected to be negative by the end of 2025, which may lead to a delisting risk warning for its stock [1][3] - On February 2, the company's stock price hit the daily limit down, closing at 3.33 yuan per share [1] - Guodi Technology's 2025 performance forecast indicates a projected net loss attributable to shareholders of 300 million to 577 million yuan, with a non-recurring net profit loss of 63.21 million to 123 million yuan [3] Group 2 - The anticipated negative net assets are primarily due to provisions for pending litigation losses, estimated between 280 million to 410 million yuan [3] - The company is attempting to improve its sales strategies, product structure, and expand its dealer network to enhance gross profit margins, while also focusing on internal management and cost control [3] - Guodi Technology has faced significant litigation costs, including a case with Zhejiang Jinggong Steel Structure Group, which has resulted in a cumulative provision loss exceeding 287 million yuan [5] Group 3 - The company has diversified into the cultural tourism sector, investing approximately 1 billion yuan in the Alxa Desert Dream Car Aviation Park project, but this has not yielded the expected returns [4] - Guodi Technology is currently involved in multiple legal disputes, including a second-instance case with Zhejiang Jinggong and a construction contract dispute with Ningxia Construction Group, which has led to additional provisions totaling 109.45 million yuan [5][6] - The company has engaged a professional legal team to address these ongoing legal challenges [6]