李志友严重违反党的政治纪律、组织纪律、廉洁纪律、生活纪律，构成严重职务违法并涉嫌受贿犯罪， 且在党的十八大后不收敛、不收手，特别是党的二十大后仍不知止，性质严重、影响恶劣，应予严肃处 理。依据《中国共产党纪律处分条例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分 法》等有关规定，经内蒙古自治区纪委常委会会议研究并报内蒙古自治区党委批准，决定给予李志友开 除党籍处分；由内蒙古自治区监委给予其开除公职处分；将其涉嫌犯罪问题移送检察机关依法审查起 诉，所涉财物一并移送。 经济观察网 2月13日，中央纪委国家监委网站通报，据内蒙古自治区纪委监委消息：经内蒙古自治区党 委批准，内蒙古自治区纪委监委对内蒙古自治区民族事务委员会原党组成员、副主任李志友严重违纪违 法问题进行了立案审查调查。 经查，李志友丧失理想信念，背弃初心使命，违反政治纪律，对抗组织审查；违反中央八项规定精神， 违规收受礼品、礼金、消费卡，违规借用车辆，违规接受宴请和旅游安排；违反组织原则，在组织函询 时不如实说明问题，利用职务上的便利在职工录用、安置方面为他人谋取利益；违反廉洁纪律，通过民 间借贷谋取大额回报；"靠体育吃体育"，利用职务便利 ...

Core Viewpoint - The company is adjusting its related party transactions and advancing green technology research and carbon neutrality transformation. Group 1: Related Party Transactions - The company’s board approved an adjustment to the expected daily related party transactions for 2026, totaling 15.307 billion yuan, with the proposal submitted for shareholder review on February 11, 2026 [2]. Group 2: Project Advancement - The board has approved plans for technological upgrades, equipment renewal, technological innovation, and information technology projects aimed at enhancing production efficiency and facilitating low-carbon transformation, which may impact the company's medium to long-term competitiveness [3]. Group 3: Product Development Progress - The company is promoting the large-scale application of mercury-free PVC catalytic technology and is collaborating with research institutions to prepare for pilot testing of carbon dioxide hydrogenation to aviation kerosene technology, which could become a future business highlight [4]. Group 4: Industry Policy and Environment - The cancellation of the PVC export tax rebate policy in April 2026 is noted, with the company stating that its PVC export proportion is limited, and the overall impact is manageable, though industry supply and demand changes should be monitored [5]. Group 5: Future Development - The company is continuously exploring hydrogen coupling and green electricity substitution paths, with a 300MW photovoltaic project already in operation and ongoing research into energy storage technology to build an integrated "source-grid-load-storage" system [6].

经济观察网润禾材料（300727）近期值得关注的事件是其计划向不特定对象发行可转换公司债券。根据 公司2026年2月12日发布的募集资金使用可行性分析报告，本次发行募集资金总额不超过40,000万元， 拟用于高端有机硅新材料项目及补充流动资金，其中高端有机硅新材料项目计划建设期为36个月。公司 项目推进此外，公司液冷解决方案已在数据中心、储能等领域实现商业化落地，并与多家头部企业开展 合作，但相关进展属于当前业务状态而非未来事件。 以上内容基于公开资料整理，不构成投资建议。 ...

经济观察网盛德鑫泰（300881）股价在创出阶段新高后出现回调，当日主力资金净流出超1500万元，公 司前三季度净利润同比下滑超两成。 股票近期走势 2026年2月13日，盛德鑫泰股价出现回调，当日收盘价45.90元，下跌4.45%，盘中最高触及48.20元，最 低下探45.67元，成交额1.50亿元，换手率5.60%。此次下跌发生在前一交易日(2月12日)股价创出50.72元 的阶段新高后，近5日累计涨幅仍达9.36%，但短期获利盘回吐压力显现。 资金面情况 资金流向变化：2月13日主力资金净流出1564.39万元，占成交额比例达10.45%，而散户资金呈净流入态 势。融资余额虽近5日增长39.70%，但当日股价下跌伴随主力资金撤离，反映部分机构选择获利了结。 行业板块情况 行业板块调整：当日特钢Ⅱ行业指数下跌3.05%，钢铁板块整体下跌2.46%，盛德鑫泰跌幅略大于行业 均值，存在板块联动性影响。 股价情况 公司基本面 业绩承压信号：根据2025年三季报，公司前三季度归母净利润1.52亿元，同比下降21.38%，毛利率为 15.51%，同比下滑3.81个百分点。尽管第三季度净利率环比提升至8.39%，但整 ...

Group 1 - The stock price of Alade (301419) has been active in the past week, rising by 5.52% with a price fluctuation of 6.42% from February 9 to 13, 2026 [1] - On February 12, the stock increased by 2.49% with a trading volume of 161 million yuan and a turnover rate of 5.63%, but experienced a slight decline of 0.11% on February 13, closing at 36.16 yuan [1] - The technical indicators show that the stock price has broken through the upper Bollinger Band, and the MACD indicator has turned positive, indicating a short-term bullish trend, although the 20-day resistance level at 36.31 yuan should be monitored [1] Group 2 - According to a report by Yasiwei on February 12, Alade's revenue for the first three quarters of 2025 reached 316 million yuan, representing a year-on-year growth of 25.11%, while the net profit attributable to shareholders was 52.24 million yuan, up by 89.00%, indicating a significant improvement in profitability [2] - The report forecasts a compound annual growth rate of net profit of approximately 35%-45% from 2025 to 2027, driven by the demand for 5G-A construction, AI computing power, and expansion in the new energy vehicle sector [2] - However, the current price-to-earnings ratio (TTM) stands at 61.60 times, suggesting that the valuation is relatively high, and a wait-and-see approach is recommended until performance aligns with valuation [2] Group 3 - On a macro level, the release of U.S. non-farm payroll data on February 11 and China's CPI data on February 13 has led to increased volatility in global markets [3] - The telecommunications sector has recently been catalyzed by the 5.5G concept, but on February 13, the overall telecommunications equipment sector declined by 1.51%, with Alade showing relative resilience [3]

协议签署可能被市场解读为股东协同效应增强的积极信号。但需注意，公司融资余额近5日下降 2.34%，主力资金虽净流入1674万元，但散户资金呈净流出状态。 公司基本面 此外，公司2025年前三季度归母净利润为3152万元，市盈率（TTM）为79.71倍，估值水平需结合业绩 增长持续性综合考量。 从市场表现看，2月13日公司股价收于12.85元，单日上涨6.55%，成交额2.76亿元，换手率5.35%。近5 日（2月9日至13日）区间涨幅达10.40%，振幅13.14%。同期上证指数下跌1.26%，软件开发板块下跌 0.70%，公司股价表现显著强于大盘及行业。 资金面情况 经济观察网 根据公开信息，山大地纬（688579.SH）控股股东山东高速（600350）集团与股东山大资本 于2026年2月10日签署《一致行动人协议》，协议签署后双方合计控制公司表决权比例达29.58%。此次 权益变动不触及要约收购，且公司控股股东和实际控制人未发生变更。 股票近期走势 ...

近7日(2026年2月9日至13日)，盟升电子股价波动较大，区间涨跌幅为-0.24%，振幅达7.71%。2月13日 最新收盘价为44.88元，单日下跌0.73%，成交额1.26亿元；主力资金净流出842.60万元，延续近期净流 出趋势。股价短期承压，但60日内累计上涨35.44%，反映长期资金对卫星应用赛道关注度较高。 经济观察网盟升电子于2026年2月12日发布2025年全年业绩预告，预计实现营业收入5.26亿元，同比增 长277%，创历史新高；预计归属于母公司所有者的净利润为-1800万元至-1200万元，亏损同比大幅减 少。业绩改善主要受国内特种行业订单恢复执行、下游需求增加驱动，公司卫星导航和卫星通信业务订 单显著增长。尽管仍处亏损，收入高速增长和亏损收窄显示业务复苏态势。 近期事件 2026年2月13日，我国完成首次火箭芯一级箭体海上打捞回收任务，长征十号运载火箭的低空演示验证 成功，推动可重复使用技术发展，对卫星互联网、商业航天产业链形成潜在催化。盟升电子作为卫星导 航和通信设备企业，可能受益于航天产业政策与技术进步。此外，公司于2025年12月引入四川发展引领 资本作为战略投资者，持股6.25% ...

经济观察网金奥博（002917）近期发布2025年度业绩预告，预计业绩同向上升，主要因专用设备和关键 原辅材料产销量增加。正式财务数据需以后续披露的《2025年年度报告》为准。公司公告将"北方区域 运营中心及行业信息服务产业化项目"的预定可使用状态时间延期至2027年12月31日，该项目投资进度 仅为4.40%。 以上内容基于公开资料整理，不构成投资建议。 ...

Recent Events - On January 26, 2026, the company held its first extraordinary general meeting of shareholders for 2026, where it approved the proposal for expected daily related party transactions for 2026 and the proposal to change registered capital and amend the company's articles of association. The latter involves a change in registered capital due to the completion of the conversion of "Zhongchen Convertible Bonds," resulting in a total share capital adjustment to 547,090,454 shares. This change has completed the industrial and commercial registration process and may affect the company's equity structure [2]. Product Development Progress - On January 16, 2026, the company disclosed the application progress of new products, including "liquid-cooled super fast charging cables for charging piles," targeting fast charging scenarios of 400kW-600kW, aimed at improving charging efficiency and safety. Additionally, in November 2025, nine self-developed products were recognized as domestically leading or advanced level during a new product certification meeting, including highly flexible coiled cables [3]. Company Status - As of January 30, 2026, the number of shareholders was 22,100, a decrease of 4.60% from the previous period, with an average of 24,740 circulating shares per person. For the first three quarters of 2025, the company's operating revenue was 2.211 billion yuan, a year-on-year decrease of 2.86%, and the net profit attributable to the parent company was 30.9587 million yuan, a year-on-year decrease of 35.09%. These figures may affect market attention regarding the company's performance realization capability [4]. Future Development - Currently, there is no specific event schedule disclosed for mid-February 2026 (such as the next financial report release date or new meeting arrangements). Investors are advised to pay attention to the company's official announcements for updates on industry policy impacts, progress on the computing power joint venture (in collaboration with Xinglin Technology), or regular reports [5].

Core Viewpoint - The company is experiencing a significant decline in net profit and unusual stock price fluctuations, while also moving forward with a private placement of shares to raise funds for its main projects [1][3][5]. Group 1: Financial Performance - The company forecasts a net profit of 15 million yuan for the year 2025, representing a year-on-year decrease of 54.58% due to rising financing costs and impairment provisions [3]. Group 2: Stock Performance - The company's stock price experienced a cumulative decline of over 20% over three consecutive trading days (January 15, 16, and 19), indicating abnormal volatility, although the company's operations remain normal with no undisclosed significant matters [4]. - Prior to this decline, the stock had reached a limit-up on January 9 due to factors such as "East Data West Computing" and technological reserves, followed by three consecutive days of limit-up trading on January 18 [4]. Group 3: Capital Raising - The company has submitted a registration application for a private placement of A-shares, aiming to raise no more than 662 million yuan for projects including the OSS R&D platform and intelligent scheduling of computing networks [5].