随着2026年寒假与春节假期临近，国内消费市场正迎来全年最具活力的"黄金窗口期"。在此背景下，作 为紧密跟踪国证港股通消费主题指数的优质工具产品，港股消费ETF鹏华(159265)凭借其聚焦高景气新 消费赛道、覆盖港股通优质消费龙头的特色，有望成为投资者把握本轮消费复苏行情的重要抓手。 尤为值得关注的是，国证港股通消费主题指数高度聚焦"新消费"趋势，纳入了众多代表消费升级方向的 港股通标的，如前十大权重股累计权重58.18%，包含了泡泡玛特、百胜中国、农夫山泉、安踏体育等 行业龙头。这些企业不仅受益于内需回暖，更在数字化、品牌升级、全球化等方面展现出长期竞争力。 近期，商务部等九部门联合印发《2026"乐购新春"春节特别活动方案》，在全国范围内推动消费品以旧 换新补贴扩容、强化线下实体零售支持，释放出明确的促消费信号。叠加寒假、春节双节效应，居民出 行、餐饮、文娱等消费需求集中释放，为消费板块注入强劲动能。 (责任编辑：叶景) 同时，他认为港股消费板块在当前市场环境中展现出较强韧性，其投资逻辑注重基本面业绩兑现和长期 投资价值。展望2026年，情绪消费、顺应年轻人喜好的大众消费以及高端消费复苏等领域或存在关注 ...

Core Viewpoint - 澜起科技股份有限公司 (06809.HK) successfully listed on the Hong Kong Stock Exchange, closing at 175.00 HKD, representing a 63.72% increase from its initial offering price of 106.89 HKD [1][2]. Group 1: Company Overview - 澜起科技 is a fabless integrated circuit design company focused on providing innovative, reliable, and energy-efficient interconnect solutions for cloud computing and AI infrastructure [1]. - The company issued a total of 65,890,000 shares, with 6,589,000 shares allocated for public offering in Hong Kong and 59,301,000 shares for international offering [2]. Group 2: Financial Details - The total amount raised from the offering, before the exercise of the over-allotment option, was 7,043.0 million HKD, with net proceeds amounting to 6,904.6 million HKD after deducting estimated listing expenses of 138.4 million HKD [3]. - 澜起科技 plans to utilize the net proceeds for research and development in interconnect chips, enhancing commercialization capabilities, strategic investments and/or acquisitions, working capital, and general corporate purposes [3]. Group 3: Key Investors - The cornerstone investors in this offering include JPMIMI, UBS AM, Yunfeng Capital, and several others, collectively holding significant stakes in the company [4]. Group 4: Historical Context - 澜起科技 was previously listed on the Shanghai Stock Exchange's STAR Market on July 22, 2019, raising a total of 280,193.84 million CNY, with a net amount of 274,655.81 million CNY after expenses [7]. - The company’s initial public offering in 2019 aimed to raise funds for projects related to next-generation memory interface chips, server CPU technology upgrades, and AI chip development [7].

中国经济网北京2月9日讯上交所网站披露的项目审核动态显示，中油工程（600339）(600339.SH)非公开发行股票于2026年2月7日获通过。 中油工程本次向特定对象发行股票拟募集资金总额不超过58.96亿元(含本数)，扣除发行费用后的募集资金净额将用于油气储运工程总承包项目、补充流动资 金。 中油工程本次向特定对象发行股票的发行对象为中油工程控股股东、实际控制人中国石油集团，为中油工程关联方，其参与本次发行A股股票的认购构成关 联交易。 截至募集说明书签署日，中油工程控股股东、实际控制人为中国石油集团。本次发行前后，中油工程控股股东、实际控制人均为中国石油集团。本次向特定 对象发行股票不会导致中油工程的控制权发生变化。 中油工程本次向特定对象发行A股股票的保荐人、主承销商为中信证券股份有限公司，保荐代表人为周焱、黄艺彬。 根据中油工程于2026年1月5日披露的向特定对象发行A股股票募集说明书(申报稿)，本次向特定对象发行股票的发行对象为中国石油天然气集团有限公司(以 下简称"中国石油集团")，发行对象以现金方式全额认购。 中油工程本次发行的定价基准日为公司第九届董事会第八次临时会议决议公告日。本次发行的 ...

2月6日，淮南港三号水上综合服务区"中油三号"多功能综合服务船顺利下水，这一重要工程节点，意味 着淮河流域长期缺乏标准化、一体化水上服务终端的现状将成为历史，流域内河航运服务体系迎来从无 到有的关键突破，为淮河生态经济带建设注入航运新活力。 作为淮河干流重要港口城市，淮南因江淮河海联运优势，在引江济淮工程通水通航后，成为两条二级航 道十字交汇的皖北及豫东南江淮枢纽，内河航运发展迎来新机遇。但长期以来，淮河流域水上服务配套 滞后，船舶能源补给、环保处理、船员保障等环节缺乏统一标准化服务，成为制约航运高质量发展的短 板。为破解这一难题，淮南市紧扣国家战略部署，将淮南港三号水上综合服务区项目纳入"十四五"规划 重点招商引资清单，精准补齐航运服务配套短板。 该项目由安徽永胜集团淮南中由水上服务有限公司参与投资建设，选址淮南港连岗作业区淮河右岸，规 划400米岸线，布局1个2000吨级综合服务泊位、1个2000吨级加油加气泊位及1个油污回收船泊位，是淮 河流域首个、安徽省内唯一的内河水上综合服务区。此次下水的"中油三号"服务船为项目核心载体，其 硬件落成标志着项目建设进入关键阶段，为后续投用奠定坚实基础。 安徽永盛集团 ...

华兰疫苗首次公开发行股票募集资金总额为22.76亿元，扣除含税发行费用3156.57万元，实际募集资金 净额为22.44亿元。华兰疫苗此次募集资金比原计划少2.51亿元，公司2021年11月12日披露招股书注册稿 显示，公司拟募集资金24.95亿元，分别用于流感疫苗开发及产业化和现有产品供应保障能力建设项 目、冻干人用狂犬病疫苗开发及产业化建设项目、多联细菌性疫苗开发及产业化建设项目、新型肺炎疫 苗的开发及产业化项目、新型疫苗研发平台建设项目。 华兰疫苗首次公开发行股票的发行费用总额为3156.57万元，其中，华泰联合证券有限责任公司获得承 销费用、保荐费用合计2200.00万元。 2023年5月30日，华兰疫苗发布2022年年度权益分派实施公告。公司2022年年度权益分派方案为：以公 司现有总股本400,010,000股为基数，向全体股东每10股派3.00元人民币现金，同时，以资本公积金向全 体股东每10股转增5股。本次权益分派股权登记日为2023年6月6日，除权除息日为2023年6月7日。 中国经济网北京2月9日讯华兰疫苗（301207）(301207.SZ)今日收报21.66元，跌幅1.10%。目前该股 ...

上市次日即2022年6月24日，慕思股份盘中最高价报61.67元，为该股上市以来最高价。该股目前处 于破发状态。 慕思股份首次公开发行股票募集资金总额为155,758.93万元，扣除发行费用8,044.55万元，募集资金 净额为147,714.38万元。慕思股份于2022年6月13日披露的招股说明书显示，该公司原拟募集资金 147,714.38万元，用于华东健康寝具生产线建设项目、数字化营销项目、健康睡眠技术研究中心建设项 目。 中国经济网北京2月9日讯 慕思股份(001323.SZ)今日股价下跌，该股收盘报28.26元，跌幅1.43%。 (责任编辑：魏京婷) 慕思股份于2022年6月23日在深圳证券交易所主板上市，发行的股票数量为4,001.00万股，发行价格 为38.93元/股，保荐机构为招商证券股份有限公司，保荐代表人为邓永辉、康自强。 慕思股份首次公开发行股票的发行费用约8,044.55万元（各项费用均为不含税金额），其中，保荐 及承销费用5,700.00万元。 慕思股份于2025年8月15日发布分红方案，拟每10股转增1股。除权除息日为2025年8月21日，红股 上市日为2025年8月21日。 ...

Core Viewpoint - The collaboration between Hongdou Group and China Electronics Technology Group Corporation's robotics division marks a significant step in integrating AI, clothing, and robotics, aiming to enhance the efficiency and innovation in the manufacturing sector [1][4]. Group 1: Partnership and Product Development - Hongdou Group and China Electronics Technology Group's robotics division launched the Hongdou AI wearable robot, targeting outdoor exploration and health applications [1]. - The partnership aims to explore new paths for industrial collaboration and research innovation through customized development and joint marketing [1]. - The lightweight exoskeleton robot designed by China Electronics Technology is tailored for outdoor activities, featuring advanced sensor systems and lower limb intention recognition technology [2]. Group 2: Technological Advancements and Strategic Initiatives - Hongdou Group has established itself as a leader in technological innovation within the clothing industry, having built the first 5G smart factory and the first industrial internet platform for textiles and clothing [2]. - The company is expanding its technological footprint by investing in AI-driven retail models and smart elderly care robots, responding to the growing "silver economy" [3]. - The establishment of Wuxi Fuxin Robot Co., Ltd. signifies Hongdou's commitment to exploring various applications of robotics, enhancing operational efficiency in its physical stores [3]. Group 3: Vision for Future Growth - The collaboration is seen as a response to national calls for developing new productive forces and advancing high-end manufacturing [4]. - Hongdou Group emphasizes that the partnership is not merely a collaboration but a strategic alliance that combines the strengths of both companies in technology and market reach [4]. - The company aims to leverage the synergy between AI, clothing, and robotics to drive its digital transformation and establish itself as a leader in comprehensive robotics applications [5].

Core Viewpoint - The stock of Jiama Clothing (301276.SZ) is currently in a state of decline, trading at 27.33 yuan with a drop of 2.08%, indicating it has fallen below its initial public offering price [1] Group 1: IPO Details - Jiama Clothing was listed on the Shenzhen Stock Exchange's ChiNext board on September 9, 2022, with an initial public offering of 27 million shares at a price of 40.66 yuan per share [1] - The total funds raised from the IPO amounted to 1,097.82 million yuan, with a net amount of 994.59 million yuan after deducting issuance costs [1] - The net funds raised exceeded the original plan by 473.51 million yuan, as the company initially aimed to raise 521.08 million yuan for various projects [1] Group 2: Use of Funds - The funds raised are intended for the construction of a marketing system, an e-commerce operation center, enterprise management information projects, and to supplement working capital [1] Group 3: Financial Details - The total issuance costs for the IPO were approximately 103.23 million yuan, with Dongxing Securities receiving underwriting fees of about 81.45 million yuan [1] Group 4: Future Announcements - The company announced a stock bonus plan on May 22, 2025, proposing a 2-for-10 stock split and a pre-tax dividend of 7.2 yuan, with the record date set for May 28, 2025, and the ex-dividend date for May 29, 2025 [1]

中国经济网北京2月9日讯赛科希德(688338.SH)今日收报32.55元，跌幅2.11%。目前该股处于破发状态。 赛科希德于2020年8月6日在上交所科创板上市，首次发行股份数量为2041.20万股，发行价格50.35元/ 股。上市首日，赛科希德开盘报180.00元，收盘报170.18元，上市首日盘中创下最高价186.00元，为该 股上市以来最高价。 赛科希德募集资金总额为10.28亿元，扣除发行费用后，募集资金净额为9.24亿元。公司最终募集资金净 额较原计划多5.54亿元。2020年7月29日，赛科希德发布的招股说明书显示，公司计划募集资金3.71亿 元，分别用于生产基地建设项目、研发中心建设项目、营销网络建设项目、补充营运资金。 赛科希德的保荐机构为中金公司（601995），保荐代表人为方良润、徐石晏。公司首次上市发行费用为 1.03亿元，其中保荐机构中金公司获得保荐和承销费8532.22万元。 2023年7月1日，赛科希德发布的2022年年度权益分派实施公告显示，公司2022年年度权益分派方案为： 以方案实施前的公司总股本为基数，每股派发现金红利0.26元(含税)，以资本公积金向全体股东每股转 增0 ...

Group 1 - The core viewpoint of the news is that Aoni Electronics (301189.SZ) is currently experiencing a significant decline in stock price, closing at 42.77 yuan with a drop of 8.94%, indicating that the stock is in a state of loss since its initial public offering [1] - Aoni Electronics was listed on the Shenzhen Stock Exchange's ChiNext board on December 28, 2021, with a public offering of 30 million shares at a price of 66.18 yuan per share, underwritten by Dongxing Securities [1][2] - The stock reached its highest price of 68.34 yuan on December 30, 2021, just two days after its listing, marking the peak since its IPO [2] Group 2 - The total amount raised from the initial public offering was 1.985 billion yuan, with a net amount of approximately 1.801 billion yuan, exceeding the original plan by 999.2 million yuan [2] - The funds raised are intended for various projects, including the construction of intelligent video and audio production lines, smart workshop renovations, R&D center establishment, brand building, and working capital supplementation [2] - The total issuance costs amounted to 185 million yuan, with Dongxing Securities receiving 163 million yuan for underwriting and sponsorship fees [3]