证券日报网讯 2月11日，百洋医药在互动平台回答投资者提问时表示，速节是公司独家运营品牌迪巧 2025年新推出的聚焦新中年人群关节与骨骼健康管理的液体氨糖钙产品，作为公司旗下深耕的钙营养领 域品牌，迪巧不断推动产品创新和服务升级，以满足用户多样化的补钙需求，迪巧已连续九年蝉联"国 内进口钙补充剂市场第一"称号。迪巧已建立起全球生产链，该款产品目前在韩国生产。 （编辑 王雪儿） ...

Group 1 - The core point of the article is that the company, Boying Special Welding, has successfully launched its first phase of production lines in Vietnam, which are currently operating at full capacity [1] - The company has completed the factory inspection process for some potential clients and is now entering the order negotiation phase [1] - The construction of the third phase of the Vietnam base is progressing steadily, and the company will disclose any updates in accordance with relevant regulations [1]

Core Viewpoint - The company, Boji Pharmaceutical, emphasizes its competitive edge in traditional Chinese medicine (TCM) research and development services, focusing on providing comprehensive TCM R&D services and enhancing its capabilities in the field [1] Group 1: Business Focus - The company primarily offers TCM R&D services through its wholly-owned subsidiary, Xinglin TCM, which provides clinical, preclinical, and registration services for TCM [1] - The company’s controlling subsidiary, Henan Kangli, specializes in post-marketing re-evaluation services for TCM [1] Group 2: Research and Development Achievements - In the past two years, the company has successfully developed TCM Class 1.2 CRA (raw materials and formulations) and Class 1.1 Qingzhi ointment, both of which have received the "Drug Clinical Trial Approval Notice" [1] - Several innovative TCM self-research projects are currently in the preclinical development stage [1] Group 3: Future Strategy - The company plans to continue prioritizing TCM R&D services while supplementing its self-research efforts and aims to attract more TCM R&D talent to enhance its competitiveness in the TCM sector [1]

Core Insights - The CEO of Yonghui Supermarket, Wang Shoucheng, outlined the company's strategic transformation achievements and plans for 2026 in a New Year letter, highlighting a significant turnaround in core operational metrics with a return to growth in same-store traffic and sales after five years [1] Group 1: Strategic Transformation - In 2025, Yonghui Supermarket initiated a large-scale operational overhaul, closing nearly 400 low-quality stores and focusing on the systematic renovation of over 300 existing stores, covering a total area exceeding 2 million square meters [1] - The transformation is described as a "massive reshaping of operational philosophy and organizational mindset" [1] Group 2: 2026 Focus - For 2026, the company aims to focus on sustainable system capability building, transitioning from scale adjustments to deepening product quality and store experience [1] - Plans include upgrading procurement roles to "quality achievers," establishing a "quality community" with 200 core production areas and factories, and creating "100 billion-level signature products" to enhance brand recognition [1] Group 3: Store Experience - The company intends to transform stores from mere transaction venues to "lifestyle spaces," creating "community kitchens" and "neighborhood living rooms" to serve as trusted community service hubs [1] Group 4: Organizational Development - Yonghui Supermarket aims to shift organizational functions from "management control" to "empowerment," clarifying responsibilities, simplifying processes, increasing training, and investing in AI technology to enhance frontline employee engagement and value perception [2] Group 5: Long-term Commitment - Wang Shoucheng expressed a strong commitment to a long-term quality retail strategy, instilling confidence in the "New Yonghui" for a renewed journey [3]

Group 1 - The core focus of the recent research activity by Dongfang Caifu Securities Chengdu Branch is on three cutting-edge sectors: commercial aerospace, controllable nuclear fusion, and electronic computing, aimed at empowering high-quality industrial development in the region [1] - Chengdu is highlighted as a significant industrial hub in the western region of China, gathering innovative companies with core technologies in commercial aerospace, controllable nuclear fusion, and cybersecurity [1] - The research team conducted in-depth visits to leading companies in these sectors, including Chengdu Sicr Microelectronics Co., Ltd., Chengdu Mingsheng Electronics Technology Co., Ltd., and Chengdu Zhimingda Electronics Co., Ltd., focusing on satellite electronics and aerospace measurement and control [1] Group 2 - Dongfang Caifu Securities positions itself as a leading comprehensive financial service institution, emphasizing a "technology empowerment" strategy and leveraging its internet platform advantages to create a full business ecosystem covering securities, funds, and wealth management [2] - The Chengdu branch aims to become a trusted advisor for listed companies in the southwestern region, facilitating their connection to capital markets and supporting high-quality development [2] - The research conducted aligns with the "14th Five-Year Plan" directives, aiming to produce in-depth and forward-looking research outcomes that provide professional references for the capital market and assist in local industrial upgrades [2]

本报讯 （记者张文湘）2月10日，华虹半导体有限公司（以下简称"华虹公司"）2026年第一次临时（特 别）股东大会顺利召开。会议审议并通过了关于公司发行股份购买资产并募集配套资金暨关联交易的全 部26项议案，标志着华虹公司推进收购上海华力微电子有限公司（以下简称"华力微"）控股权事项取得 关键进展。 （编辑 张伟） 据了解，本次交易的核心战略意图，在于实现华虹公司与华力微的深度协同与互补。华力微拥有超过15 年的半导体制造技术积累，运营着中国大陆第一条全自动12英寸集成电路代工生产线，设计月产能达 3.8万片，65/55nm、40nm工艺已达到业界主流水平，在成熟制程领域构建了坚实的竞争壁垒。此次整 合将推动华虹公司12英寸产能扩张，助力其更好地满足客户的多元化需求，把握未来市场增长机遇。同 时，通过整合华力微相关资产与技术资源，双方有望在工艺优化、良率提升、器件结构创新等方面产生 协同效应，有利于深化在差异化特色工艺平台上的布局与创新，加速技术创新迭代，提升技术壁垒与核 心竞争力。 从收入端看，华力微2024年度营业收入近50亿元、净利润超5亿元，交易完成后有望增厚上市公司营收 体量、降低运营成本、培育新的 ...

Group 1 - The 25th Winter Olympic Games in Milan showcased China's display technology, with products like printed OLED and 8K Micro-LED screens gaining international attention [1][2] - TCL Huaxing's exhibition featured innovative products such as 4K 120Hz printed OLED displays and the world's first printed OLED foldable display, enhancing brand recognition and global customer outreach [1][2] - The 275-inch 8K Micro-LED screen developed by Lehman Optoelectronics was used for live broadcasting at the opening ceremony, highlighting China's advancements in display technology [2] Group 2 - China's display industry is experiencing significant growth, with domestic panel manufacturers accounting for nearly 70% of global shipments from 2023 to 2024, and this figure rising to 72.1% [2][3] - Companies like TCL Huaxing and Tianma Microelectronics are actively investing in Micro-LED technology, while also competing in quantum dot displays and holographic displays, achieving parity with leading international firms [3] - Major Chinese enterprises are expanding globally, with BOE Technology Group's subsidiaries established in multiple countries, enhancing their service capabilities across key global regions [3]

Group 1: Market Overview - The edge AI hardware sector is experiencing significant growth opportunities due to the rapid development of artificial intelligence technology, with a projected market increase from 321.9 billion yuan in 2025 to 1,222.3 billion yuan by 2029, representing a compound annual growth rate (CAGR) of 39.6% [1] - The demand for edge AI is driven by the deep integration of AI technology in consumer electronics, leading to upgrades in smartphones, PCs, and wearable devices [1] Group 2: Industry Developments - Companies across the edge AI hardware supply chain are accelerating their strategies, focusing on large models, chips, operating systems, and terminal manufacturing to create a collaborative ecosystem [1] - Tencent announced the launch of a consumer-grade model, HY-1.8B-2Bit, which has a parameter count of 0.3 billion and a memory requirement of 600MB, showcasing advancements in edge AI model development [2] - AI chip manufacturers are leveraging capital markets for growth, with companies like Aixin Yuanzhi becoming the largest provider of mid-to-high-end visual edge AI inference chips by 2024 [2] Group 3: Technological Advancements - Zhongke Chuangda is focusing on the development of an AI operating system (AIOS) to ensure long-term strategic positioning and competitive advantages in edge AI technology [3] - Manufacturers are preparing for the edge AI hardware wave, with companies like Lens Technology engaging in deep R&D and partnerships with leading AI platform companies to meet future hardware demands [3] Group 4: Future Outlook - Long-term forecasts suggest that 2026 will be a pivotal year for the mass adoption of edge AI products, as both hardware capabilities and model lightweighting have matured [4] - The emergence of edge AI products is expected to create new revenue models for model manufacturers and serve as a new consumer traffic entry point, supported by strong demand and rapid product iteration [5]

Core Insights - The marine engineering industry has experienced a surge in order announcements since February, indicating strong growth driven by technological upgrades and market demand [1][4] - A variety of A-share listed companies are involved in sectors such as offshore wind power equipment manufacturing, shipbuilding, and marine engineering construction, with order values ranging from hundreds of millions to tens of billions [1] Group 1: Company Announcements - TianShun Wind Power announced new contracts totaling approximately 870 million yuan for offshore wind projects, including significant orders for foundation structures [1] - Shanghai Electric Wind Power Group secured a major contract for a 550,000 kW offshore wind project, marking a strong start to the year with a total capacity of 576 MW [2] - China State Construction Engineering Corporation's subsidiary won a contract worth about 524 million yuan for the construction and installation of wind turbine foundations [2] - China Shipbuilding Industry Corporation's subsidiary signed a contract for the construction of 16 container ships, with a total transaction value between 736 million and 896 million USD [2] Group 2: Industry Trends - The recent order announcements reflect a comprehensive coverage of the entire industry chain, from core equipment like wind turbines and foundation structures to shipbuilding and engineering construction [3] - There is a clear trend towards high-end and large-scale products, with large-capacity wind turbines and heavy-duty foundations becoming mainstream orders, aligning with industry technological advancements [3] - The market is expanding both domestically and internationally, with orders from coastal provinces in China as well as breakthroughs in overseas shipbuilding and marine product deliveries [3] Group 3: Expert Opinions - Experts suggest that the surge in marine engineering orders is a result of dual drivers: domestic renewable energy planning and global marine economic development [4] - The integration of marine engineering with other sectors, such as marine aquaculture, is creating new growth opportunities by diversifying product applications [4] - The industry's competitiveness is increasingly reliant on technological capabilities and production capacity, with a focus on large-scale and high-end equipment [4]

股价走强的背后，是多家航司业绩明显改善。例如，中国东航预计2025年实现扭亏为盈，利润总额预计 2亿元至3亿元，全年运输总周转量、旅客运输量分别同比增长10.82%和6.68%；南方航空预计归母净利 润与扣非净利润双双扭亏为盈，经营效益持续优化；华夏航空预计2025年归母净利润5亿元至7亿元，同 比增长86.59%至161.22%，受益于国内因私出行需求旺盛，该公司通过优化支线网络、提升干支衔接效 率，实现航班量与客座率双升。 提前布局 本报记者 彭衍菘 2026年的春运大幕已开启。根据今年有关放假安排，此次春节假期被称为"史上最长春节假期"。长假的 预热带动了出行航运订单的增长。与此同时，近期航空运输板块迎来需求复苏与业绩改善的双重利好， 相关个股表现活跃，提前布局的公募基金也收获颇丰。 Wind资讯数据显示，截至2月10日，开年以来，多只航司个股业绩预喜。整体上，万得航空运输指数上 涨3.28%，中证全指航空运输指数上涨2.55%。此前在2025年第四季度提前布局航空板块的多只公募基 金，凭借精准的"左侧布局"收获颇丰，多只产品开年以来的净值增长率超8%。 春运需求放量 航司业绩向好 2026年春运自2月 ...