从外资调研标的来看，华明装备、影石创新和汇川技术位于外资调研榜前三位。此外，奥普特、怡合 达、安集科技、华润微、思特威等公司均吸引了超过20家外资机构前来调研。由此可见，外资调研主要 聚焦半导体、机器人等领域。 进入2026年，外资机构调研A股热情不减。Wind资讯数据显示，截至2月9日，年内已有224家外资机构 合计调研A股上市公司569次，其中包括摩根士丹利、贝莱德、高盛、花旗等知名外资机构。 此外，多家外资机构近日发布研报看好中国股市。例如，高盛维持中国股票"高配"评级，并预测中国指 数与沪深300指数将分别上涨20%和12%。瑞银表示，对中国股票持"具吸引力"观点，今年MSCI中国指 数的盈利增速预期将由去年的2.5%大幅反弹至13.6%，主要由科技股带动。 谈及中国股市的投资机会，马磊认为，一是产业升级。电动汽车、制药及自动化等关键行业有望推动下 一阶段的增长。拥有稳健研发实力的公司能够把握市场对先进产品及解决方案的需求。二是人工智能趋 势。2025年初发布的DeepSeek表明中国有能力提供兼具成本效益与高性能的大型语言模型，也标志着 中国已成为全球AI赛道一个强有力的竞争者。中国拥有全世界最大的 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 （四） 量力而行原则。公司应当充分考虑自身经营规模、盈利能力、负债水平、现金流量等财务承受 能力，坚持量力而行原则，合理确定对外捐赠支出规模和标准。对外捐赠支出规模一般不得超过企业内 部制度规定的最高限额。已经发生亏损或者由于对外捐赠将导致亏损或者影响正常生产经营的，除特殊 情况以外，一般不能对外捐赠。 （五） 诚实守信原则。公司按照内部议事规范审议决定并已经向社会公众或者受赠对象承诺的捐赠， 必须诚实履行，严禁各类虚假宣传或许诺行为。 第一章 总则 第一条 为进一步规范海南高速公路股份有限公司（以下简称"本公司"、"公司"或"海南高速"）的对外捐 赠行为，加强公司对外捐赠事务的管理，在充分维护股东利益的基础上，更好地履行公司社会责任和公 民义务、有效提升公司品牌形象，根据《中华人民共和国公司法》《中华人民共和国慈善法》《中华人 民共和国公益事业捐赠法》《深圳证券交易所股票上市规则》等法律法规、规范性文件《海南高速公路 股份有限公司章程》（以下简称"《公司章程》"）的有关规定，制定本办法。 第二条 本办法适用于本公司及下属公司（以下简称"各单位"）。 第三条 ...

Overview - The company is planning a transaction involving the acquisition of 69.90% equity in Fengrui Fluorine Industry through the issuance of shares and cash payment, which will make Fengrui a subsidiary of the company [43][9]. Transaction Details - The transaction will involve raising supporting funds not exceeding 100% of the transaction price through the issuance of shares to no more than 35 specific investors [51]. - The share issuance price is set at 8.60 yuan per share, which is not less than 80% of the average trading price over the previous 120 trading days [46][42]. Business Impact - The transaction aims to expand the company's business into the fluorite mining sector, enhancing its resource control capabilities and aligning with its strategic focus on strategic resources [38][9]. - The fluorite industry is expected to maintain a high level of prosperity due to increasing demand from various sectors, including new energy and semiconductor industries [40][41]. Industry Context - The fluorite industry is experiencing growth driven by diverse applications in the fluorochemical sector, with production expected to rise from approximately 402.8 million tons in 2023 to nearly 507 million tons by 2027 [35]. - Fluorite has been classified as a strategic mineral in China, with significant implications for national security and economic development [36][37]. Regulatory Compliance - The transaction is subject to approval from the company's board of directors, shareholders, and regulatory bodies, including the Shanghai Stock Exchange and the China Securities Regulatory Commission [12][3]. - The company has committed to strict information disclosure and compliance with relevant laws and regulations to protect investor rights [15][16].

Core Viewpoint - The onsite inspection conducted by CITIC Securities on Changqing Machinery Co., Ltd. confirmed that the company operates in compliance with relevant regulations and maintains good governance, internal controls, and financial practices [1][15]. Group 1: Onsite Inspection Overview - CITIC Securities developed a work plan for the onsite inspection of Changqing Machinery, which took place from February 2 to February 4, 2026, focusing on governance, internal controls, fundraising, and operational status [2]. - The inspection involved communication with responsible personnel, reviewing original documents, and analyzing various company records [2]. Group 2: Company Governance and Internal Controls - The inspection revealed that Changqing Machinery's governance structure is complete and compliant, with effective internal controls and execution [4]. - Following the implementation of the new Company Law, the company revised its governance system in August 2025, eliminating the supervisory board and transferring its functions to the audit committee [3][4]. Group 3: Information Disclosure - The inspection confirmed that the company's disclosed announcements align with actual circumstances, and there are no undisclosed matters or discrepancies [5]. Group 4: Independence and Related Party Transactions - Changqing Machinery has established systems to prevent fund occupation by controlling shareholders and related parties, with no violations found during the inspection [7]. Group 5: Fundraising and Usage - The inspection found that the management of fundraising complies with regulations, and there are no instances of fund occupation by controlling shareholders [8]. Group 6: Related Transactions and Investments - The company has adhered to regulations regarding related transactions, external guarantees, and significant investments, with no major violations identified [9]. Group 7: Operational Status - The company’s operational model remains stable, although it anticipates a loss for 2025 due to credit impairment losses and initial costs associated with new business ventures [10]. - The decline in performance is attributed to the bankruptcy restructuring of a key partner and increased operational costs from expanding the management and marketing teams [10]. Group 8: Compliance and Recommendations - The company has complied with commitments made and has not violated any agreements during the inspection period [12]. - Recommendations include continuing strict adherence to information disclosure requirements and ensuring timely updates on fundraising and project statuses [13]. Group 9: Reporting Obligations - No issues were found that necessitate reporting to the China Securities Regulatory Commission or the Shanghai Stock Exchange [14]. Group 10: Cooperation with Intermediaries - The company provided active cooperation during the inspection, facilitating the process without the involvement of other intermediaries [15].

Core Viewpoint - The report outlines the termination of the "Joint Action Agreement" among key stakeholders of Yutai Microelectronics Co., Ltd., effective February 9, 2026, leading to a change in the company's control structure and the management of its shares [7][8][16]. Group 1: Information Disclosure Obligations - The report is prepared in accordance with relevant Chinese laws and regulations, ensuring that all necessary authorizations and approvals have been obtained [2]. - The information disclosure obligations confirm that there have been no changes in the number of shares held by the disclosing parties, as the termination of the agreement does not affect their individual shareholdings [1][14]. Group 2: Joint Action Agreement Details - The "Joint Action Agreement" was signed on November 18, 2019, among key stakeholders, establishing a unified approach to significant company decisions [7]. - The agreement was set to expire three years after the company’s successful listing, which occurred on February 10, 2023, thus concluding on February 9, 2026 [7][8]. Group 3: Changes in Management - Following the termination of the agreement, the executive partner of Suzhou Ruiqitong Enterprise Management Partnership has changed from Ouyang Yufei to Zhang Zhenzhen, who has been a core technical staff member since January 2018 [8][12]. - The report indicates that after the termination, the stakeholders will independently exercise their rights as shareholders without any coordinated action [8][10]. Group 4: Future Shareholding Plans - As of the report's signing date, there are no plans for the disclosing parties to increase or decrease their shareholdings in the company over the next 12 months [13]. - Any future changes in shareholdings will be disclosed in compliance with relevant laws and regulations [13]. Group 5: Impact on Company Control - The termination of the "Joint Action Agreement" results in the company having no actual controlling party, altering the governance structure significantly [16].

Group 1 - The company announced that it achieved a sales revenue of 545.56 million yuan from chicken products in January 2026, with a year-on-year increase of 54.90% and a month-on-month increase of 3.01% [28] - The sales volume for chicken products reached 55,900 tons, reflecting a year-on-year increase of 44.89% and a month-on-month increase of 1.49% [28] - The poultry farming and processing sector contributed 483.57 million yuan in sales revenue, with a year-on-year increase of 52.02% [28] Group 2 - The company attributed the increase in sales volume and revenue to an increase in production days in January 2026 compared to January 2025, as well as the steady progress in the development and market expansion of its processed products [29] - The company is actively releasing production capacity for its processed products, leading to an increase in both sales volume and revenue [29] Group 3 - The company held its 16th meeting of the fifth board of directors on February 9, 2026, where it approved the nomination of candidates for the sixth board of directors [31][32] - The board proposed to elect non-independent directors and independent directors, with the terms starting from the date of approval by the shareholders' meeting [35][38] - The independent directors' remuneration was set at 60,000 yuan per year, subject to approval by the shareholders' meeting [38] Group 4 - The company plans to hold its first temporary shareholders' meeting on March 2, 2026, to discuss the proposed board nominations and other matters [53] - The board's decisions regarding daily related party transactions for 2026 were approved, which are necessary for the company's normal operations [70][79] - The company confirmed that the related party transactions will be conducted at market prices and will not harm the interests of the company or its shareholders [79]

Core Viewpoint - Yichin Photovoltaic Technology Co., Ltd. is facing potential restructuring due to inability to repay debts, with creditors applying for pre-restructuring registration in court [2][4][15]. Group 1: Restructuring and Legal Proceedings - The company and its subsidiary received a notice from the Changzhou Intermediate People's Court regarding creditor applications for pre-restructuring due to the company's inability to repay debts [2][4]. - On February 5, 2026, the company received a court notice confirming the registration of creditor applications for pre-restructuring [3][15]. - The company has appointed Jiangsu Century Tongren Law Firm as the pre-restructuring facilitator [3][15]. Group 2: Financial Performance and Risks - The company disclosed a projected net asset deficit of between -68 million and -130 million yuan for the end of 2025 [4][16]. - According to the Shanghai Stock Exchange listing rules, if the court accepts the restructuring application, the company's stock will face delisting risk warnings [11][35]. - The company is at risk of being delisted if it fails to successfully restructure and is declared bankrupt [12][35]. Group 3: Debt Claim Process - Creditors are required to submit their claims by March 13, 2026, detailing the amount and nature of the debt [17][25]. - The claims submission process will be conducted online, eliminating the need for physical submissions [26][27]. - The pre-restructuring facilitator will review the claims and may request additional documentation from creditors [18][49]. Group 4: Recruitment of Pre-restructuring Investors - The company is publicly recruiting pre-restructuring investors to support its restructuring efforts [32][33]. - The recruitment aims to attract qualified investors to restore operational capabilities and optimize the company's financial structure [38][39]. - Interested investors must meet specific criteria, including a minimum investment capability of 500 million yuan [40][41].

Core Viewpoint - The company reports a significant increase in pig sales and revenue for January 2026, driven by capacity release, despite a month-on-month decline in sales volume [1][2]. Group 1: Sales Performance - In January 2026, the subsidiary, Aksu Xingjiang Muge Food Co., Ltd., sold 72,500 pigs, representing a month-on-month decrease of 9.47% but a year-on-year increase of 93.74% [1]. - The sales revenue for January 2026 reached 68.002 million yuan, showing a month-on-month growth of 25.24% and a year-on-year increase of 68.29% [1]. Group 2: Reasons for Performance - The year-on-year growth in both sales volume and revenue is primarily attributed to the release of production capacity [2].

此外，还有城市通过政府储备蔬菜投放，确保"菜篮子"产品供应充足、价格稳定。例如，为确保节日期 间市场供应平稳有序，济南于1月24日起在全市启动政府储备蔬菜投放。此次投放的蔬菜涵盖了大白 菜、土豆、萝卜、胡萝卜、圆葱等常见品类，共计设置了115个投放网点，以惠民价格进行销售，为稳 定蔬菜价格提供支撑。 春节将近，"菜篮子""米袋子"等生活必需品的供应量与价格变动情况再度成为市场关注的重点。 中共中央办公厅、国务院办公厅印发的《关于做好2026年元旦春节期间有关工作的通知》要求，落实粮 食安全党政同责和"菜篮子"市长负责制，强化市场监测预警，发挥交通物流保通保畅工作机制作用，保 障粮油肉蛋奶果蔬等生活必需品供应充足、价格平稳。 近日，为做好春节重要民生商品保供稳价工作，国家发展改革委会同有关部门印发通知，指导各地紧抓 生产供应、畅通产销衔接，做好"菜篮子""米袋子"等保供稳价，切实兜牢民生底线。 "春节是全年消费最集中的时段之一，保供稳价直接关系到居民预期和市场情绪。"中国数实融合50人论 坛智库专家洪勇对《证券日报》记者表示，"物丰价稳"一方面能有效对冲节日需求集中释放带来的价格 波动，避免因"价格焦虑"抑制居 ...

为响应落实《2026年综合运输春运安全生产和服务保障总体方案》，2月6日，中国安全生产科学研究院 联合高德共同启动"鹰眼护平安·温暖回家路"春运保障专项行动。 "鹰眼不仅是技术创新，更织就了一张有温度的春运安全守护网络。"高德董事长刘振飞表示，鹰眼守护 预警系统针对春运期间道路运输的安全要求，深度集成大模型能力完成升级，旨在为春运大规模公路出 行提供更精准、更广泛、更快速的安全保障。 实现"秒级预警" 2026年春运已拉开帷幕。据国家发展改革委综合研判，在总计40天的春运期间，全社会跨区域人员流动 量将会达到95亿人次，预计创历史新高，其中自驾出行将继续处于主体地位，占比达八成左右。面对巨 大的出行压力，保障春运道路交通安全成为当前工作的重中之重。 推动道路交通安全升级 为应对春运期间激增的出行压力与复杂路况，鹰眼守护预警系统深度融合大模型能力，构建起三层智能 预警架构，推动道路交通安全从"被动响应"向"主动预防"升级。 高德产品经理马同辉对《证券日报》记者表示，该系统已全面应用大模型技术，核心架构分为三层：底 层为"时空位置引擎"，实时汇聚并脱敏处理车辆动态信息；中间层融合"实时交通大模型"与"风险预判 模 ...