AI需求快速增长下，电子布市场需求量增加，产品价格同比上升，行业实现了产销规模双增长，上市 公司业绩由此改善。 例如，宏和电子材料科技股份有限公司（以下简称"宏和科技（603256）"）预计2025年度实现归属于母 公司所有者的净利润为1.93亿元至2.26亿元，同比增长745%至889%。公司称，业绩增长主要系子公司 黄石宏和电子材料科技有限公司（以下简称"黄石宏和"）高性能电子级玻璃纤维纱已规模化批量生产， 实现了高端原材料的自主供应。 2026年开年，一场由"布"引发的涨价潮席卷玻纤产业链。 2月12日，玻纤概念走强，多只相关概念股股价实现涨停。投资者互动平台上，投资者对上市公司业务 是否涉及电子布的关注度上升。 电子布又称电子级玻璃纤维布，其由特定规格的玻璃纤维纱织造而成，是制造覆铜板（CCL）与印制电 路板（PCB）的核心增强与绝缘基材。 进入2026年，涨价潮在电子布领域持续蔓延。华泰证券近日指出，2月4日，重庆国际复合材料股份有限 公司（以下简称"国际复材（301526）"）等玻纤龙头对电子布再度提价，新一轮提价不仅幅度大，而且 提价时间周期缩短。自2025年以来，电子布已经经历了四轮提价。 " ...

证券日报网讯2月12日，安彩高科（600207）在互动平台回答投资者提问时表示，截至2月10日，公司股 东人数约4.4万户。 ...

证券日报网讯2月12日，新华保险（601336）在互动平台回答投资者提问时表示，公司秉持长期投资与 价值投资理念，稳健有序地进行资产配置。 ...

Core Viewpoint - Fuyao Glass (600660) is focusing on providing comprehensive solutions for automotive safety glass and components, adapting to the trends of electrification and intelligence in the automotive industry [1] Group 1: Company Strategy - The company is expanding the boundaries of "a piece of glass" by enhancing research on the trends of intelligent and integrated automotive glass [1] - Fuyao Glass is continuously increasing its R&D investment to develop high-value-added products [1] Group 2: Product Development - The proportion of high-value products such as intelligent panoramic sunroofs, adjustable light glass, heads-up display glass, coated heated glass, and flat tempered laminated glass is steadily increasing [1] - These advancements are driving the continuous growth of the company's value [1]

证券日报网2月12日讯，四方光电在接受调研者提问时表示，公司嘉善产业园的产能布局已基本完成并 处于稳定运营阶段，前期资本性支出已按计划落实到位。目前，嘉善产业园主要承担车载传感器、冷媒 泄漏监测传感器、超声波燃气表等公司核心产品的生产制造任务，产能利用率处于良好水平，能够有效 支持相关业务的订单交付。公司将继续通过精益生产、工艺优化和效率提升等措施，进一步发挥该基地 的规模化制造优势，为2026年整体的降本增效与稳健的客户交付提供支撑。 ...

Core Viewpoint - The company is focusing on the research and industrial application of quantum-resistant cryptography to address potential threats posed by quantum computing to traditional cryptographic systems [1] Group 1: Quantum-Resistant Products - The company has launched a series of quantum-resistant products, including the AHC001 chip, which is based on a domestic 28nm process and features a reconfigurable low-power design with integrated quantum-resistant algorithm engines [1] - The CCUPHPQ01 quantum-resistant card supports both quantum-resistant and classical cryptographic algorithms, providing high-speed cryptographic services for various security platforms [1] - The CUni360SQ-ZX chip for financial POS machines has passed security assessments, indicating its readiness for the domestic and international market [1] Group 2: Collaborative Projects and Research - The company is collaborating with Xi'an Jiaotong-Liverpool University on a key project for 2025 focused on high-performance quantum-resistant chip technology based on RISC-V architecture [1] - The company is also participating in a national key research project aimed at validating and demonstrating key technologies for quantum migration in typical international financial banking transactions [1] Group 3: Revenue Generation - The company has achieved revenue from providing customized quantum-resistant chip services, indicating a successful monetization of its research and development efforts [1]

Core Viewpoint - The company is focused on integrating quantum technology with information security, launching a series of quantum security chips and modules to address potential threats from quantum computing [1] Product Offerings - The main products include terminal application quantum security chip A5Q, cloud and server application quantum security chip CCP907TQ, terminal application quantum security modules CCUMU2Q01 and CCUMU3Q02, and cloud and server application quantum MiniPCI-E cryptographic card CCUPM2Q04, as well as quantum PCI-E cryptographic cards CCUPH2Q03 and CCUPH3Q03 [1] - Several quantum security products have been adopted and sold by significant enterprises in the quantum field, such as China Telecom Quantum, Wentian Quantum, and Hefei Silicon Zhen, successfully applied in critical sectors like power and communication [1] Strategic Development - The company's development strategy employs a "Quantum+" approach, aiming to upgrade the "cloud-edge-end" self-controlled high-security cryptographic chip system using quantum security technology [1] - The goal is to provide cryptographic products and solutions that can withstand quantum computing threats for key industry clients in finance, communication, power, and the Internet of Things [1]

2025年春节，DeepSeek以"突袭"方式异军突起，假期活跃用户数超越同期所有大厂AI应用。如今，2026 年春节临近，中国大模型行业正以更密集、更紧凑的姿态应战。 自1月下旬以来，阿里巴巴、月之暗面、字节跳动先后推出新一代模型。2月11日至2月12日，智谱与 MiniMax相继上新，将旗舰模型的发布窗口从季度级压缩至以天为单位。同时，元宝、豆包、千问等应 用已启动春节红包营销，在用户侧打响流量争夺战，二级市场对人工智能板块的关注度随之升温。 摩根大通最新研报显示，中国互联网与AI行业正迎来史上最密集的旗舰模型发布潮。报告认为，竞争 已从单一模型的技术秀场，转向谁能最快将技术能力转化为规模化消费产品的赛跑。 港股AI"双雄"相继上新 受上述消息带动，截至2月12日收盘，智谱股价上涨28.68%、MiniMax股价上涨14.62%，市值分别达 1792.29亿港元、1844.18亿港元。 摩根大通近期研报覆盖智谱及MiniMax，均给予"增持"评级，并将其视为捕捉下一波全球人工智能价值 创造的首选标的。报告显示，中国AI行业正迈向以商业化执行力、模型创新及全球拓展能力定义成功 的新时期，相信两家企业正脱颖而 ...

证券日报网讯2月12日，山石网科在互动平台回答投资者提问时表示，公司2025年业绩变动原因已在业 绩预告公告中披露，具体情况可查阅相关公告和后续披露的2025年年度报告。2026年，公司主要规划包 括：全力推进ASIC安全产品营销推广；持续扩大数据安全及服务业务收入规模，并积极拓展海外市 场，与ASIC安全产品协同打造新的增长引擎；加大AI技术投入，持续进行赋能并探索新兴应用场景； 内部持续压实控费增效，全面提升运营质量。公司将务实推进各项工作，聚焦核心业务，努力提升公司 价值，回报股东信任。 ...

证券日报网讯2月12日，骏成科技（301106）在互动平台回答投资者提问时表示，截至2026年2月10日股 东户数为8100户。 ...