今日提示 ·恒生指数公司将于2月13日宣布2025年第四季度恒生指数系列检讨结果并于3月9日正式生效。 ·国家统计局2月13日公布70个大中城市住宅销售价格月度报告。 ·有棵树公司简称2月13日起变更为"行云科技"，实际控制人拟增持不低于5000万元且不高于1亿元公司 股份。 ·华培动力2月13日开市起开始停牌，公司拟发行可转债及支付现金购买美创智感100%股权。 ·中南文化2月13日开市起开始停牌，公司正在筹划通过发行股份及支付现金的方式购买江阴苏龙热电有 限公司控股权。 上证精选 ·深圳市工业和信息化局近日印发《深圳市"人工智能+"先进制造业行动计划（2026—2027年）》，其中 提出，推动人工智能技术应用于半导体产业链的关键环节，利用AI优化芯片设计、软件代码等领域和 环节的效率。 ·12日召开的国务院新闻发布会介绍，近期公布的《现代化首都都市圈空间协同规划（2023—2035 年）》明确了京津冀进一步深化协同的重点任务，协同构建韧性空间格局，推动教育、医疗、养老、托 育等公共服务资源共建共享。 ·2月12日，商务部办公厅发布关于做好2026年春节假期消费品以旧换新工作的通知，对在春节9天假期 内购买 ...

Core Viewpoint - UBS and Goldman Sachs have significantly reduced their holdings in major US tech stocks like Nvidia and Microsoft in Q4 2025, raising market concerns about the tech sector's future performance [1][3]. Group 1: Holdings Reduction - UBS reduced its holdings in Nvidia by 10,042,089 shares, a decrease of 11.47%, and also cut its positions in Microsoft by 2,320,211 shares (7.64%), Apple by 5,266,649 shares (10.57%), Amazon by 1,658,256 shares (4.57%), and Google by 2,206,303 shares (9.05%) [3][4]. - Goldman Sachs also reported reductions, cutting 319,700 shares of Microsoft (5.86%), 247,000 shares of Tesla (8.27%), 343,300 shares of Broadcom (9.33%), and 241,400 shares of META (13.51%) [5]. Group 2: Capital Expenditure Plans - Major tech companies, excluding Nvidia, have announced plans to significantly increase capital expenditures, with Meta projecting up to $135 billion for 2026 (an increase of 87%), Google planning $185 billion, and Amazon announcing a $200 billion capital expenditure plan for 2026 [7]. - Following these announcements, stock prices for Amazon, Google, META, and Microsoft have seen declines of 14.72%, 8%, 6.67%, and 6%, respectively, since February [7]. Group 3: Market Sentiment and AI Investment - There is growing skepticism in the market regarding the return on investment (ROI) from the substantial capital expenditures in AI, which had previously been tolerated by investors [6][8]. - Despite short-term concerns about ROI, some analysts believe that the current investments represent a strategic positioning for future productivity, affirming the long-term trend of AI development [8][9]. Group 4: AI Development Trends - The AI sector is transitioning from a phase of technological exploration to one of large-scale application and infrastructure development, with a focus on increasing computational power and practical AI applications [9]. - The demand for computational resources in the tech industry continues to exceed market expectations, indicating a rapid expansion phase for AI infrastructure [9][10].

Core Viewpoint - The Shanghai Stock Exchange issued a regulatory warning to Shuangliang Energy (600481) due to inaccurate and incomplete information regarding its "commercial aerospace" related announcements, which lacked sufficient risk disclosures [2][4]. Group 1: Company Announcement and Market Reaction - On February 12, 2026, Shuangliang Energy announced via its WeChat public account that it had secured three overseas orders for a total of 12 high-efficiency heat exchangers, intended for use in the SpaceX Starship launch base expansion [3]. - Following the announcement, the company's stock price hit the daily limit up from 13:26 until market close on the same day [3]. - The total value of the three orders is approximately 13.92 million yuan, accounting for about 0.11% of the company's audited revenue for the fiscal year 2024, indicating no significant impact on the company's financial performance [3]. Group 2: Clarification and Regulatory Response - After regulatory prompting, the company clarified that it is not a direct partner with SpaceX but an indirect supplier for an international industrial gas company's fuel project related to commercial aerospace [3]. - The Shanghai Stock Exchange emphasized that the company should provide accurate, objective, and comprehensive information, especially regarding high-interest topics like "commercial aerospace," to avoid misleading investors [4]. - The company failed to disclose the supply method, sales scale, and the minimal impact of the orders on overall operations, which led to regulatory scrutiny [4]. Group 3: Regulatory Actions and Compliance Measures - The Shanghai Stock Exchange found that the company's actions violated several provisions of the Shanghai Stock Exchange Listing Rules and self-regulatory guidelines [4]. - The former board secretary, Yang Likang, was held responsible for the company's information disclosure failures and was issued a regulatory warning [5]. - The company is required to implement effective measures to rectify the identified violations and submit a compliance report within one month, signed by all directors and senior management [5].

证券代码：600803 证券简称：新奥股份 公告编号：临2026-007 新奥天然气股份有限公司 关于2026年度预计担保的进展公告 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。 本月担保的实施是基于子公司生产经营的正常需求发生，均在担保预计范围内，被担保方经营稳定，资 信状况良好，担保风险可控，不存在损害公司及中小股东利益的情形，不会对公司的正常运作和业务发 展造成不利影响。 ■ ● 累计担保情况 ■ 一、2026年度担保预计情况 ■ 三、被担保人的基本情况 1、新奥新能（浙江）能源贸易有限公司 ■ 2、常州新奥燃气发展有限公司 ■ 3、ENN LNG (SINGAPORE) PTE. LTD. 新奥天然气股份有限公司（以下简称"公司"）第十一届董事会第六次会议、2025年第三次临时股东会审 议通过了《关于2026年度担保额度预计的议案》：为满足公司子公司、合营联营企业融资及日常采购开 立备用信用证、保函、关税保证保险等业务的需求，董事会同意在往年担保余额基础上，2026年度公司 及控股子公司为控股子公司、合营联营企业及子 ...

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：2026-020 棕榈生态城镇发展股份有限公司 关于注销部分已回购股份减少注册资本暨通知债权人的公告 本次公司注销部分已回购股票将涉及公司注册资本减少，根据《公司法》等相关法律法规的规定，公司 特此通知债权人： 公司债权人自接到公司通知之日起30日内，未接到通知的自本公告披露之日（即2026年2月13日）起45 日内，有权向本公司申报债权，并可根据合法债权文件及凭证向本公司要求清偿债务或提供相应担保。 债权人如逾期未向公司申报上述要求，不会因此影响其债权的有效性，相关债务（义务）将由公司根据 原债权文件的约定继续履行。 截至2025年12月11日，公司通过股份回购专用证券账户以集中竞价方式累计回购公司股份20,823,000 股，回购股份数占注销前公司总股本的1.15%，公司第二期股份回购方案已实施完毕。具体内容详见公 司于2025年12月13日在《中国证券报》《上海证券报》及巨潮资讯网（www.cninfo.com.cn）上披露的 《关于股份回购比例达到1%及实施完成暨股份变动公告》（公告编号：2025-1 ...

Core Viewpoint - The company, Guangzhou Hongmian Zhihui Science and Technology Innovation Co., Ltd. (formerly known as Guangzhou Langqi Industrial Co., Ltd.), is involved in a legal dispute with Guangzhou Industrial Economic Development Co., Ltd. regarding unpaid debts from a series of chemical raw material procurement contracts totaling approximately RMB 380.24 million, with an outstanding amount of RMB 237.28 million as of the lawsuit date [1][2]. Group 1: Lawsuit Background - The lawsuit originated from a series of procurement contracts signed between November 2019 and July 2020, where the plaintiff supplied a total of 732,498 tons of goods valued at RMB 380,236,843.4, but the defendant only paid RMB 142,956,710.34, leaving an outstanding balance of RMB 237,280,133.06 [1][2]. - The plaintiff claims that the defendant's failure to pay constitutes a breach of contract, thus prompting the lawsuit [2]. Group 2: Court Rulings - The initial ruling by the Guangzhou Intermediate People's Court dismissed the case, citing potential economic crime implications, allowing the plaintiff to pursue legal remedies after the conclusion of any criminal proceedings [5]. - The Guangdong High People's Court later overturned this decision, stating that the facts were unclear and the law was improperly applied, thus ordering a retrial [6][9]. - The retrial by the Guangzhou Intermediate People's Court confirmed the plaintiff's ordinary claim against the defendant for RMB 244,055,469.53, while dismissing other claims [10]. Group 3: Financial Implications - During the company's restructuring, Guangzhou Industrial Economic, as a creditor, has filed a claim with the administrator, who has reserved repayment resources for this claim in the restructuring plan [11]. - The financial impact of this lawsuit on the company's future profits will be determined based on the final audit results [11].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600605 证券简称：汇通能源 公告编号：2026-010 上海汇通能源股份有限公司 关于控股股东部分股份解除质押的公告 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。 重要内容提示： 上海汇通能源股份有限公司（以下简称"公司"）控股股东西藏德锦企业管理有限责任公司（以下简 称"西藏德锦"）持有公司股份55,307,275股，占公司总股本的26.81%。本次解除质押后，西藏德锦累计 质押股份为34,400,000股，占其持股数量的62.20%。 一、上市公司股份质押 公司于2026年2月12日获悉西藏德锦将所持有公司的部分股份办理了解除质押及质押业务，具体情况如 下。 （一）本次股份解除质押情况 ■ （二）股东累计质押股份情况 截至公告披露日，西藏德锦累计质押股份情况如下： 单位：万股 ■ 二、上市公司控股股东股份质押情况 （一）公司控股股东未来半年内合计到期的质押股份累计数量为1,942万股，占其持有公司股份的 35.11%，占公司总股本的9.41%，对应融资余额 ...

Core Viewpoint - The first employee stock ownership plan of Chengdu Xuguang Electronics Co., Ltd. is set to expire on August 20, 2026, and the company has provided a detailed announcement regarding its status and future actions [1][7]. Group 1: Employee Stock Ownership Plan Overview - The employee stock ownership plan was approved by the board on June 14, 2019, and involved the acquisition of 15,281,000 shares through a non-trading transfer [1]. - The plan's duration was initially set for 60 months, from August 20, 2019, to August 20, 2024, but was extended to August 20, 2025, and then again to August 20, 2026, based on confidence in the company's future [2]. Group 2: Current Holdings and Status - As of the announcement date, the employee stock ownership plan has fully unlocked its three phases, holding 6,718,880 shares, which represents 0.81% of the total share capital [3]. Group 3: Plan Duration and Termination - The total duration of the employee stock ownership plan is 84 months, starting from the date of the last stock transfer to the plan [4]. - The plan will automatically terminate upon reaching the end of its duration, but it can be extended with the approval of two-thirds of the participating holders [5][6].

Core Viewpoint - Jinfa Labi Maternal and Child Products Co., Ltd. is at risk of being delisted due to financial performance issues, specifically negative net profit and revenue below 300 million yuan in the 2024 fiscal year [2][4]. Group 1: Financial Performance - The audited financial data for 2024 shows a total profit of 70.7693 million yuan, a net profit of 49.6867 million yuan, and a net profit of -45.3168 million yuan after deducting non-recurring gains and losses, which is the lowest among the three metrics [4]. - The company's revenue for 2024 was below 300 million yuan, triggering a "delisting risk warning" effective April 24, 2025, with the stock being marked as "*ST" [2][4]. Group 2: Regulatory Compliance - According to the Shenzhen Stock Exchange listing rules, the company must disclose a risk warning announcement regarding potential delisting within one month after the end of the fiscal year in which the delisting risk warning was implemented [3][7]. - The company has already issued its first risk warning announcement on January 31, 2025, and this announcement serves as the second risk warning, with further disclosures required every ten trading days until the annual report is released [8]. Group 3: Future Risks - If the company continues to meet the criteria for delisting as outlined in the Shenzhen Stock Exchange rules, including negative net assets or receiving adverse audit opinions, it may face termination of its stock listing [5][6]. - The company has communicated with its auditing firm regarding the 2025 performance forecast, indicating no discrepancies, but final financial data will be confirmed in the official audited annual report [6]. Group 4: Information Disclosure - The company emphasizes its commitment to comply with legal and regulatory requirements for information disclosure and urges investors to refer to designated media for accurate information [9].

Core Viewpoint - The preliminary financial data for Huaxia Bank for the year 2025 indicates a decline in profit, while showing growth in total assets and deposits, reflecting a focus on high-quality development despite challenges in profitability [1][3]. Financial Data and Indicators - Total profit for 2025 was CNY 34.174 billion, a decrease of 4.75% compared to the previous year [3]. - Net profit attributable to shareholders was CNY 27.200 billion, down 1.72% year-on-year [3]. - Total assets reached CNY 4,737.619 billion, an increase of 8.25% from the end of the previous year [3]. - Total loans amounted to CNY 2,566.666 billion, growing by 8.47% [3]. - Total liabilities were CNY 4,337.819 billion, up 8.15% [3]. - Total deposits increased to CNY 2,381.699 billion, reflecting a growth of 10.71% [3]. Operational Performance and Financial Condition - The bank maintained a non-performing loan ratio of 1.55%, which is a decrease of 0.05 percentage points from the end of the previous year [3]. - The provision coverage ratio stood at 143.30%, down 18.59 percentage points compared to the previous year-end [3]. - The bank's strategic focus on high-quality development has led to positive outcomes despite the decline in profits [3].