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 ...

Core Viewpoint - The stock price of Dinggu Jichuang has experienced significant fluctuations, with a cumulative increase of over 30% in closing prices over three consecutive trading days, and a cumulative increase of 41.48% over two consecutive trading days, indicating abnormal trading activity [1] Summary by Relevant Sections - **Stock Price Movement** - The stock price has shown a cumulative increase of over 30% across three trading days (February 6, 2026, February 9, 2026, and February 10, 2026) [1] - The cumulative increase in closing prices over two consecutive trading days (February 9, 2026, and February 10, 2026) is 41.48% [1] - **Company Disclosure** - The company's board of directors confirmed that there are no undisclosed matters that should be reported according to the Shenzhen Stock Exchange's regulations [1] - There are no ongoing discussions, intentions, or agreements related to the stock price fluctuations that require disclosure [1] - The company has stated that previous disclosures do not require correction or supplementation [1]

Core Viewpoint - The stock price of Jiecheng Co., Ltd. experienced an abnormal fluctuation, with a cumulative closing price increase exceeding 30% over two consecutive trading days on February 9 and 10, 2026 [1] Summary by Relevant Sections - **Stock Price Movement** - Jiecheng Co., Ltd. announced that its stock price had a cumulative increase of over 30% in closing prices over two consecutive trading days [1] - **Regulatory Compliance** - The company confirmed that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange's rules, nor any related plans, discussions, intentions, or agreements [1] - **Information Disclosure** - The board of directors stated that they are not aware of any information that should be disclosed that could significantly impact the trading price of the company's stock and its derivatives [1]

（编辑 袁冠琳） 证券日报网讯 2月10日，新华文轩发布公告称，公司董事会于2026年2月10日收到公司董事、总经理李 强先生的书面辞任函。李强先生因工作调整原因，辞去第五届董事会董事、董事会战略与投资委员会委 员及总经理等职务，辞任后李强先生将不在公司及其子公司担任任何职务。 ...

证券日报网讯 2月10日，上海电影发布公告称，公司股票于2月6日、2月9日、2月10日连续三个交易日 内收盘价格涨幅偏离值累计超过20%。根据《交易规则》的有关规定，属于股票交易异常波动情形。公 司董事会确认，除已披露的公开信息外，公司目前没有任何根据《上市规则》等有关规定应披露而未披 露的事项或与该事项有关的筹划、商谈、意向、协议等，董事会也未获悉公司有根据《上市规则》等有 关规定应披露而未披露的、对公司股票及其衍生品种交易价格产生较大影响的信息；公司前期披露的信 息不存在需要更正、补充之处。 （编辑 丛可心） ...

证券日报网讯 2月10日，石化油服在互动平台回答投资者提问时表示，公司的主营业务主要是为原油和 天然气勘探开采提供技术服务。一般情况下，原油和天然气价格上涨会推动油气公司增加上游油气勘探 开采资本支出，从而增加油气技术服务需求，公司的相关工作量会相应增加。 （编辑 丛可心） ...

Core Viewpoint - The company focuses on high-end CNC machine tools, particularly in the aerospace sector, providing precision machining for various components [1] Group 1: Product Offerings - The company offers five-axis machining centers and horizontal machining centers suitable for precision processing of aerospace engine components, including blades, casings, wing beams, and brackets [1] - The product range covers all categories from core engine parts to large structural components of the aircraft [1] Group 2: Market Focus - The company is targeting the low-altitude economy sector, developing products and technologies to meet precision machining demands [1] - It has achieved precision machining capabilities for key components such as aircraft fuselage parts, engine key components, and propeller blades [1] Group 3: Partnerships and Innovation - The company has established partnerships with clients in the aerospace and low-altitude economy sectors, as well as with component manufacturers [1] - It is closely monitoring industry trends and customer needs to drive continuous innovation in technology and product development [1]

（编辑 袁冠琳） 证券日报网讯 2月10日，亿晶光电发布公告称，公司2025年度审计机构天健会计师事务所内部调整，原 签字注册会计师陈振伟、徐健变更为陈长元、闫志勇，项目合伙人同步更换为陈长元，变更不影响2025 年度财报及内控审计工作。 ...