转型是机遇也是挑战 近期，深圳国资旗下老牌房企沙河股份（000014）的一桩重大跨界收购引发资本市场关注。 2月6日，沙河股份披露重大资产购买草案，拟以支付现金的方式购买深业鹏基持有的晶华电子70%的股 权，交易价格约2.74亿元。 消息一出，市场迅速给出反馈。2月9日，沙河股份以14.53元/股开盘即一字涨停。截至2月10日发稿， 总市值为35亿元。 市场人士分析，此次收购既是沙河股份突破地产行业困局、推进自身战略转型的关键举措，也是积极响 应国资向战略性新兴产业倾斜政策部署的重要实践。 地产主业持续承压转型迫在眉睫 其中，本部实现营业收入155.34万元，净利润-1241.82万元；长沙公司实现营业收入1189.95万元，净利 润-414.43万元；新乡公司实现营业收入25.52万元，净利润-61.01万元。 短期的亏损规模还在持续扩大，公司预计2025年归母净亏损达1.36亿元–1.56亿元，基本每股收益亏损 0.5619元/股–0.6445元/股。 尽管业绩持续承压，但沙河股份的现金流状况仍保持稳健，为其跨界收购、战略转型提供了坚实的资金 支撑。 财报显示，截至2025年半年末，公司经营活动产生的现金 ...

本川智能公告，2026年2月10日，深圳证券交易所上市审核委员会召开2026年第7次审议会议，对公司向 不特定对象发行可转换公司债券的申请进行了审核。根据会议审议结果，公司本次发行的申请符合发行 条件、上市条件和信息披露要求。本次发行事项尚需履行中国证券监督管理委员会注册程序，最终能否 同意注册及其时间尚存在不确定性。 ...

Core Viewpoint - As of February 9, 2026, a total of RMB 564 million of "Shentong Convertible Bonds" has been converted into the company's A-shares, representing 11.5247% of the total shares issued before the conversion [1] Summary by Categories Convertible Bonds - The total amount of "Shentong Convertible Bonds" that has not yet been converted is RMB 13.365 million, accounting for 2.3163% of the total issuance [1] - The cumulative number of shares converted from "Shentong Convertible Bonds" is 49.087 million shares [1]

Group 1 - The core point of the article is that Nanjiao Food announced a decrease in its consolidated operating revenue for January 2026, amounting to RMB 296 million, which represents a year-on-year decline of 1.99% [1]

Core Viewpoint - In January 2026, the company reported a significant decline in contract sales amounting to approximately 714 million yuan, representing a year-on-year decrease of 29.79% while the sales area increased by 27.85% compared to the same period last year [1] Group 1: Sales Performance - The contract sales amount for January 2026 was approximately 714 million yuan, down 29.79% year-on-year [1] - The sales area for January 2026 reached approximately 147,800 square meters, reflecting a year-on-year increase of 27.85% [1] Group 2: Revenue Performance - The total revenue from commercial operations in January 2026 was approximately 1.201 billion yuan, which is a year-on-year increase of 3.36% [1]

Core Insights - In January 2026, China State Construction achieved a total new contract value of 399.5 billion yuan, representing a year-on-year increase of 1.8% [1] - The real estate segment reported a contract sales value of 15.7 billion yuan, which is a year-on-year increase of 6.9%, while the contract sales area decreased by 18.7% to 520,000 square meters [1] - As of the end of January, the company's land reserves stood at 67.73 million square meters, with no new land acquisitions reported [1]

2月10日，据知情人士称，现代汽车寻求到2028年向谷歌的自动驾驶子公司Waymo供应5万辆IONIQ 5自 动驾驶汽车。鉴于每辆车的价格估计约为50,000美元，该合同价值可能为25亿美元。（新浪财经） ...

Core Viewpoint - SMIC reported a total revenue of 17.813 billion yuan for Q4 2025, representing a year-on-year increase of 11.9%, while net profit reached 1.223 billion yuan, up 23.2% year-on-year [1] Financial Performance - In Q4 2025, the total profit was 1.602 billion yuan, a decrease of 41.5% year-on-year [1] - For the entire year of 2025, the company achieved sales revenue of 9.327 billion USD, reflecting a growth of 16.2% year-on-year [1] - The gross margin for 2025 was 21.0%, an increase of 3.0 percentage points year-on-year [1] - Capital expenditure for 2025 was 8.1 billion USD [1] Production Capacity - By the end of 2025, the monthly production capacity for 8-inch standard logic reached 1.059 million wafers, an increase of approximately 110,000 wafers year-on-year [1] - Total shipments amounted to approximately 9.7 million wafers, with an average annual capacity utilization rate of 93.5%, up 8 percentage points year-on-year [1] Future Outlook - For Q1 2026, the company expects sales revenue to remain flat quarter-on-quarter, with a gross margin projected between 18% and 20% [1] - In the absence of significant changes in the external environment, the 2026 guidance indicates that sales revenue growth will exceed the average of comparable peers, with capital expenditure expected to remain roughly the same as in 2025 [1] Profitability Factors - The decrease in total profit for Q4 2025 was primarily due to increased financial expenses and a decline in investment income [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, increased year-on-year due to higher wafer sales volume, improved capacity utilization, and changes in product mix [1]

百川股份公告，"百川转2"交易价格连续3个交易日内(2026年2月6日、2026年2月9日、2026年2月10日) 收盘价格涨幅偏离值累计超过30%。 ...

Group 1 - The core message of the news is that Haidilao is preparing for the Spring Festival by ensuring high-quality service and catering to the increased demand for family gatherings, with over 5,000 reservations for New Year's Eve and extensive store operations planned [1][2] - Haidilao will have more than 1,000 stores open on New Year's Eve and over 1,200 stores welcoming customers on the first day of the Lunar New Year, with more than 1,300 stores returning to normal operations from the second day [1] - The demand for family-oriented dining experiences is highlighted, with local residents making up a significant portion of reservations, and many tourists opting for a "travel + reunion" approach during the holiday [1] Group 2 - To support its workforce during the holiday, Haidilao is implementing measures to stabilize employment, including increased recruitment and diverse staffing strategies to ensure adequate personnel for high-quality operations [2] - The company is organizing various activities for employees, such as group meals and celebrations, to foster a festive atmosphere and support those working away from home during the holiday [2] - Haidilao is also launching a "Warm Winter Camp" for the children of employees who are working during the Spring Festival, featuring activities that promote family bonding and engagement [2]