*ST仁东同时宣布，经向深交所申请，公司2025年年度报告预约披露日期由原计划的2026年3月20日调 整为2月28日，提前逾20天披露。 南方财经2月13日电，*ST仁东(002647.SZ)2月12日公告披露2025年年报编制及审计最新进展，利安达会 计师事务所项目组已进驻公司开展审计工作，公司审计委员会、管理层与审计机构就审计计划、范围等 关键事项完成沟通。截至公告披露日，公司年报编制及审计工作正有序推进，双方在重大会计处理、审 计意见类型等核心事项上无重大分歧，公司将持续推进相关工作并及时履行信息披露义务，最终审计结 果以利安达出具的审计报告为准。据悉，公司2025年重整计划已执行完毕，资产负债结构优化，财务部 门初步测算期末净资产将转正至4亿-6亿元。 ...

Core Viewpoint - The stock of Shuangliang Energy (600481.SH) experienced a significant drop after the Shanghai Stock Exchange issued a regulatory warning regarding the company's inaccurate and incomplete information disclosure related to overseas orders in the commercial aerospace sector [1][2]. Group 1: Company Performance and Stock Reaction - On February 13, Shuangliang Energy's stock opened at 9.64 CNY per share, falling by 9.99% with over 210,000 sell orders, leading to a substantial decrease in market capitalization [1]. - The company had previously announced three overseas orders for a total of 12 high-efficiency heat exchanger units, which were claimed to support SpaceX's fuel production system for its launch base [1][2]. - Following the announcement, the stock surged to a peak of 10.71 CNY per share, with a total trading volume of 1.762 billion CNY, before the regulatory intervention [1]. Group 2: Regulatory Intervention and Clarification - The Shanghai Stock Exchange intervened, prompting Shuangliang Energy to issue a clarification stating that the orders were signed in late 2025 and early 2026, totaling approximately 13.923 million CNY, which represents only 0.11% of the company's audited revenue for 2024 [2]. - The company clarified that it is not a direct partner with SpaceX and that its role is as a non-exclusive indirect supplier, indicating a high dependency on the commercial aerospace project's construction and expansion plans, which carry uncertainties [2]. Group 3: Financial Health and Business Focus - Shuangliang Energy is facing significant financial challenges, with projected net losses for 2025 estimated between 780 million CNY and 1.06 billion CNY, following a loss of 2.134 billion CNY in 2024, marking the second consecutive year of substantial losses [3]. - The company has previously stated that the "space photovoltaic" concept is still in the exploratory phase, with no substantial contributions to current performance, highlighting the uncertainties in commercialization and operational frameworks [3].

南方财经2月13日电，上海证券交易所近日就冠石科技再融资事宜发出问询函，核心关注点在于：公司 在前次募集资金尚未使用完毕、光掩膜版项目仍处于建设过程中的背景下，本次继续募集资金并投入同 一项目的合理性，并要求说明两次募集资金的投入内容及效益测算能否明确区分。 公司同时阐述了本次募资的充分必要性。一方面，光掩膜版作为光刻工艺的核心"底片"，客户对其质量 稳定性和供应连续性要求极高。本次募资将用于加大关键工艺备用设备及检测设备的投资，以增强生产 装备的保障能力。另一方面，28nm产线是连接成熟制程与先进制程的关键环节。本次募资将助力公司 引进中高阶制程装备，推动产品迭代升级，以抢占国产替代市场空间。 关于两次募资的区分问题，公司表示，前次变更的募集资金已用于项目初期建设，而本次募资则聚焦于 购置28nm及40nm以上制程所需的光刻机、检测设备及软件，二者投资内容边界清晰。两次募集资金通 过不同专户管理，投入时点与成本费用分摊清晰。效益测算是分别基于对应阶段的项目建设进展及市场 情况独立进行的，不存在重复投资，可以完全明确区分。 据悉，公司前次募集资金投资项目"功能性结构件、超高清液晶显示面板及研发中心"曾两次延期 ...

Core Viewpoint - Hangya Technology (688510.SH) plans to issue convertible bonds to raise up to 600 million yuan for three projects, indicating a strategic focus on expanding its manufacturing capabilities in the aerospace and medical sectors [1][2]. Group 1: Fundraising and Project Allocation - The company intends to invest 350 million yuan in the Malaysia smart manufacturing base for aerospace blades and medical orthopedic implants [1]. - An additional 200 million yuan is allocated for the expansion of production capacity for aerospace engine rotating parts and structural components [1]. - 50 million yuan will be used to supplement working capital [1]. Group 2: Financial Performance - Revenue is projected to grow from 363 million yuan in 2022 to 703 million yuan in 2024, with 530 million yuan reported for the first nine months of 2025 [1]. - Net profit attributable to shareholders is expected to increase from 20.06 million yuan in 2022 to 127 million yuan in 2024, with 77.87 million yuan reported for the first nine months of 2025 [1]. - As of September 2025, total assets are reported at 2.007 billion yuan, with a debt-to-asset ratio of 38.77% [1]. Group 3: IPO and Project Efficiency - The net proceeds from the company's IPO, amounting to 474 million yuan, have been fully utilized [2]. - The previously implemented project for expanding production capacity of key aerospace engine components has achieved a cumulative benefit of 83.84 million yuan from 2024 to the first nine months of 2025, meeting expected outcomes [2].

南方财经 21世纪经济报道记者吴斌 报道 即使是近期相对稳健的就业数据也难以提振美股。美国1月份非农就业岗位新增13万个，远超华尔街预 期，失业率也从去年12月的4.4%降至4.3%，但市场在短暂的上扬之后再度疲软。 谷歌、Meta、微软和亚马逊均公布了庞大的资本支出计划，四家科技公司今年合计将支出高达6500亿 美元，这些资金将主要用于扩建AI基础设施。 投资者对这些科技企业资金流可持续性的担忧可能会对市场情绪造成影响，当前这些企业的资本支出已 经越来越依赖债务或股权融资。 投资者对AI热潮的追捧促成了美股三年牛市，如今这股热潮已经跌跌撞撞。 近期，美股市场轮动的趋势正愈发明显。亚马逊、谷歌母公司Alphabet等科技巨头公布了巨额资本支出 计划，加上投资者们对Anthropic新工具的担忧再度加剧，导致众多人工智能相关的企业股票遭到抛 售，资金纷纷涌入其他板块的价值型股票。 美国东部时间2月12日，道琼斯指数收跌1.34%，报49,451.98点；标普500指数跌1.57%，报6,832.76点； 纳斯达克指数跌2.03%，报22,597.15点。 近期市场基调已转变为对AI颠覆性潜力的担忧，软件、法律服 ...

Group 1 - The aquaculture sector experienced a significant surge, with Zhongshui Fisheries hitting the daily limit up [1] - Other companies such as Guolian Aquatic Products, Kaichuang International, Zhangzidao, and Dahu Co. also saw increases in their stock prices [1]

Core Viewpoint - The smart driving concept is gaining momentum, with several companies experiencing significant stock price increases following the announcement of new mandatory national standards for autonomous driving systems by the Ministry of Industry and Information Technology [1] Group 1: Industry Developments - The Ministry of Industry and Information Technology has organized the National Automotive Standardization Technical Committee to revise five mandatory national standards, including "Safety Requirements for Autonomous Driving Systems," and is currently soliciting public opinions on the draft [1] - Companies such as Zhejiang Shibao, Haon Automotive, Siwei Map, Wanjie Technology, Desay SV, and Zhonghaidah have seen stock price increases in response to the news [1] Group 2: Investment Recommendations - Zhongyin Securities has recommended focusing on companies related to smart driving, including Horizon Robotics and Black Sesame Intelligence for computing and chip enterprises, and companies like Zhongke Chuangda, Desay SV, Jingwei Hengrun, and Guangting Information for intelligent driving systems and domain controllers [1] - Additional recommendations include Robotaxi companies such as Pony.ai and WeRide, as well as vertical driving companies like Zhongyou Technology, Wanjie Technology, Xinbeiyang, and Beilu Zhikong [1] - Other notable mentions include Siwei Map, Xiaopeng Motors, Haohan Deep, and Alter for their contributions to the smart driving sector [1]

Group 1 - The core viewpoint of the article highlights that on February 12, brokerage firms set target prices for listed companies, with 9 instances recorded, and 6 stocks showing target price increases exceeding 20% [1] - The companies with the highest target price increases based on the latest closing prices include SMIC, Kelun Pharmaceutical, and Yaxing Integration, with increases of 45.82%, 42.98%, and 34.30% respectively [1] - The sectors represented by these companies are semiconductor, chemical pharmaceuticals, and professional engineering [1]

星际荣耀表示，本轮融资将主要用于加速可重复使用液氧甲烷运载火箭的研制与商业化进程。公司将聚 焦"陆上发射、海上回收"技术路径，加大总装总测生产能力投入，完善结构、电气、动力等核心系统试 验能力，强化海上回收能力投入，补足发射能力建设，以及强化在北京、陕西、海南、四川、广东等地 的产业布局。 2月12日，民营火箭公司星际荣耀航天科技集团股份有限公司（下称"星际荣耀"）宣布完成50.37亿元 D++轮融资。 本轮投资由同创伟业和老股东京铭资本联合领投。老股东甘泉资本、成都产投集团旗下基金（成都市重 大产业化项目二期股权投资基金有限公司）、千里马资本、鼎晖百孚、凯联资本、盈远投资、新鼎资 本、成都空港创新创业投资有限公司、率然投资等继续追投。 同时，典实资本、图灵资管、坚果资本、领阳投资、钰湖资本、玄素投资、龙芯创投、成都交子工融基 金、国中资本、建投投资、金浦投资、粤科金融、卓源亚洲等多家新机构也参与了本次投资。 星际荣耀成立于2016年，是国内成立较早的民营商业运载火箭公司，其核心团队成员主要来自于中国运 载火箭技术研究院等核心航天单位。公司董事长兼总经理彭小波曾任中国运载火箭技术研究院总体设计 部总体室主任、 ...

昨日A股 | 名称 | 最新点位 | 、涨跌幅 | | --- | --- | --- | | 上证指数 | 4134.02 | +2.04(0.05%) | | 深证指数 | 14283.0 | +122.07 (0.86%) | | 创业板指 | 3328.06 | +43.32(1.32%) | | | 日期:2月12日 制图:21投资通 | | 隔夜外盘 纽约股市三大股指2月12日下跌。截至当天收盘，道琼斯工业平均指数比前一交易日下跌669.42点，收于49451.98点， 跌幅为1.34%；标准普尔500种股票指数下跌108.71点，收于6832.76点，跌幅为1.57%；纳斯达克综合指数下跌469.32 点，收于22597.15点，跌幅为2.03%。 欧洲三大股指2月12日涨跌不一。截至当天收盘，英国富时100种股票平均价格指数12日报收于10402.44点，较前一交 易日下跌69.67点，跌幅为0.67%。法国巴黎股市CAC40指数报收于8340.56点，较前一交易日上涨27.32点，涨幅为 0.33%；德国法兰克福股市DAX指数报收于24852.69点，较前一交易日下跌3.46点，跌幅为0.0 ...