经济观察网2026年2月10日，宁波高发（603788）公告拟投资不超过1亿元自有资金设立义乌全资子公 司，以拓展国内市场业务。该议案经第五届董事会审议通过，不属于关联交易或重大资产重组，预计分 阶段实施。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势近7个交易日(2026年2月8日至13日)，宁波高发股价区间涨跌幅1.40%，2月13日收盘价 16.67元，单日上涨0.30%；成交额3051万元，换手率0.82%。资金流向显示主力资金近5日净流出397.79 万元，技术面提示股价靠近压力位16.71元，布林带指标呈震荡格局。 ...

Financial Performance - The company announced a forecast on January 19, 2026, expecting a net loss attributable to shareholders of between 590 million and 700 million yuan for the fiscal year 2025, although the net assets attributable to shareholders are still positive as of the end of 2025 [2] - The final audited results will be confirmed in the official annual report, expected to be disclosed in the first half of 2026, with a focus on details regarding asset impairment provisions and the auditor's opinion [2] Business Objectives - The core objective for 2026 is to reduce losses and restore profitability, with plans to optimize business structure, reduce costs, and enhance financial stability through market-oriented approaches [3] - Investors should pay attention to future announcements regarding the implementation of transformation measures [3] - Currently, there is no mention of delisting risks or other significant event alerts in public information, but continuous monitoring of industry competition and financial indicators is recommended [3]

Core Viewpoint - The company Yongyi Co., Ltd. (603600) is experiencing a mixed financial performance with a slight increase in revenue but a significant decline in net profit, indicating potential challenges ahead [1][2]. Financial Performance - As of January 29, 2026, the company's stock price is 12.11 CNY per share, with a total market capitalization of 4.002 billion CNY [1]. - For the first nine months of 2025, the company reported a revenue of 3.483 billion CNY, reflecting a year-on-year growth of 2.75% [1]. - The net profit attributable to shareholders for the same period is 191 million CNY, which represents a year-on-year decrease of 14.83% [1]. Business Operations - The company's business segments include ergonomic chairs, biodegradable packaging materials, and smart home products, with overseas revenue accounting for 75.93% of total revenue [2]. - The company is actively developing cross-border e-commerce and products within the Hongmeng ecosystem [2]. - As of September 30, 2025, the number of shareholders is 15,400, which is a decrease of 10.81% compared to the previous period [2]. Recent Events of Interest - Upcoming events of interest include the release of the 2025 annual financial report, which is typically disclosed a few months after the fiscal year ends, and progress in the company's biodegradable materials and smart home sectors [3].

在未来发展方面，公司黄山技改项目正稳步推进，一期主体已封顶，预计2026年底投产，届时将提升中 药提取和制剂产能。同时，公司产品复产计划（如珍珠明目滴眼液等）和渠道扩张（如全国营销体系搭 建）也在持续进行中。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 基于最新公开信息，天目药业（600671）（600671）近期业绩改善明显，2025年前三季度 实现营业收入1.59亿元，同比增长27.48%，归母净利润1420.88万元，实现扭亏为盈。截至2026年2月11 日，公司股价报20.59元/股，总市值约25.07亿元，今年以来累计上涨18.95%。 公司项目推进 ...

经济观察网根据公开信息，云南能投（002053）(股票代码：002053)近期有以下值得关注的事件，基于 2026年1月至2月的公告和市场数据： 业绩经营情况 2025年度业绩预告发布：2026年1月24日，公司披露2025年度业绩预告，预计归属于上市公司股东的净 利润为2.3亿元至2.7亿元，同比下降60%至65.93%，主要因新能源板块受"小风年"发电量减少及电价下 行影响，盐业板块受工业盐价格下降拖累。公司计划在年度报告披露后举行业绩说明会。 公司项目推进 新项目开发进展：2026年1月29日，公司获得马龙区30MW光伏发电项目开发权，以及永宁风电场五期 (54MW)和永三风电场三期(28.8MW)项目开发权，总装机规模达112.8MW。光伏项目工期6个月，风电 场项目工期12个月，旨在扩大新能源装机规模。 投资者关系管理制度修订：2026年2月5日，公司修订投资者关系管理制度，进一步规范信息披露、业绩 说明会等流程，以加强投资者沟通。 子公司发展 子公司增资事项：2026年1月6日，公司董事会通过对全资子公司富源云能新能源有限公司增资8000万 元，支持南冲风电场项目，增资将依据项目进度分批进行。 股 ...

Group 1 - The core viewpoint of the news is that China Nuclear Engineering Corporation (601611) reported its operational performance for January 2026, indicating a strong demand for nuclear power construction, which supports its order intake [1] - In January 2026, the company signed new contracts totaling 3.393 billion yuan and achieved a cumulative operating revenue of 7.690 billion yuan, reflecting positive business activity [1] Group 2 - The stock price of China Nuclear Engineering has shown a volatile downward trend over the past week, with a total decline of 1.62% from February 9 to February 13, 2026 [2] - On February 13, 2026, the stock closed at 15.15 yuan, experiencing a single-day drop of 2.32%, while the construction and decoration sector saw a slight decline of 0.59% during the same period [2] - On February 13, 2026, there was a net outflow of 40.7469 million yuan in main funds, indicating an unclear trend in institutional investment [2]

行业政策与环境 电力板块当日整体表现疲弱，氢能源板块同期下跌1.10%。市场对煤价波动、新能源电价下行（2025年 Q1-3风电/光伏电价同比分别下降17.04分/千瓦时和6.47分/千瓦时）等因素存在担忧。尽管公司火电板块 受益于容量电价政策（2026年起暂按330元/千瓦/年执行），但短期情绪面承压。 未来发展 经济观察网 甘肃能源（000791）（000791.SZ）2026年2月13日股价下跌3.84%，收盘价6.51元，成交额 2.34亿元，换手率1.83%。当日电力板块整体下跌1.34%，上证指数下跌1.26%，深证成指下跌1.28%。 股价最低触及6.51元，接近布林带下轨支撑位。 业绩经营情况 公司2025年三季报显示，营业收入65.25亿元（同比+0.64%），归母净利润15.82亿元（同比 +14.16%），扣非净利润同比大幅增长157.90%。2026年1月20日公司发布业绩预告，预计2025年全年归 母净利润19.5亿至21亿元，同比增长18.60%至27.72%。尽管业绩表现稳健，但2025年Q1-3上网电量 203.70亿千瓦时，同比下降2.54%，其中水电上网电量同比降幅达14. ...

2026年2月9日，林海股份股票收盘报11.36元，当日主力资金净流出153.48万元，换手率为1.8%，市场 交易活跃度尚可。资金流向变化可能反映短期市场情绪。 目前，公开信息未显示林海股份有重大未来事件(如财报发布或股东大会)的具体公告。作为上市公司， 投资者可通过官方渠道关注定期报告和临时公告获取最新动态。 以上内容基于公开资料整理，不构成投资建议。 根据2025年三季报，公司2025年1-9月实现营业收入8.01亿元，同比增长5.18%；归母净利润1452.45万 元，同比增长18.76%。第三季度单季度业绩有所下滑，但整体经营稳健。 资金走向 经济观察网林海股份（600099）近期召开了业绩说明会并接待了机构调研，同时披露了2025年三季报业 绩。公司2025年1-9月实现营业收入8.01亿元，同比增长5.18%；归母净利润1452.45万元，同比增长 18.76%。 机构调研 公司于2025年12月12日召开了2025年第三季度业绩说明会，就市值管理、产品进展(如稻麦联合收获机 的市场投放)等问题与投资者进行了交流。此外，2025年12月30日，公司接待了杭州港投星约投资管理 有限公司等机构的调研 ...

Company Performance - On February 13, 2026, the stock price of Zhongse Co., Ltd. (000758) fell by 3.29% to 7.36 yuan, while the Shanghai Composite Index decreased by 1.26% and the non-ferrous metal sector index dropped by 3.36% [1] - The company's Q3 2025 report indicated a year-on-year net profit growth of 42.84% to 481 million yuan, but revenue decreased by 17.84% year-on-year [4] - The decline in zinc smelting processing fees (TC) continues to squeeze profits, and the engineering business has a gross margin of about 10%, making it sensitive to cost control and collection efficiency [4] Industry Overview - On February 13, the non-ferrous metal sector faced significant capital outflows, with the sector index down 3.36% and the industrial metal sector down 3.82% [1] - The prices of basic metals such as zinc and lead on the London Metal Exchange generally fell, with a 0.93% drop in three-month zinc prices [1] - The overall A-share market saw a decrease in risk appetite, with trading volume shrinking to approximately 160 billion yuan and over 3,800 stocks declining [5] - The strong US dollar and macroeconomic uncertainties have heightened risk-averse sentiment among investors in the non-ferrous metal sector [5] Market Dynamics - On February 13, the main funds experienced a net outflow of 50.89 million yuan, with large orders seeing a net outflow of 48.83 million yuan, while retail investors had a net inflow of 44.53 million yuan [3] - The stock price has entered an adjustment phase after reaching a peak of 9.53 yuan on January 29, with the closing price on February 13 falling below the 20-day moving average of 7.72 yuan [2] - The MACD histogram has been negative for several days, indicating weak short-term momentum, while the KDJ indicator shows a J value of 57.0 in the neutral zone [2]

Group 1: Stock Performance - The stock price of Jingcheng Holdings (600860) has shown a downward trend over the past week, closing at 13.08 yuan on February 13, with a cumulative decline of 2.82% from a peak of 13.77 yuan on February 9 [1] - The stock experienced a significant fluctuation with an amplitude of 13.45%, and on February 4, it reached a peak of 13.46 yuan due to the active hydrogen energy concept [1] - On February 13, there was a net outflow of approximately 21.88 million yuan from institutional investors, while retail investors showed a net inflow [1] Group 2: Financial Performance - For the first three quarters of 2025, the company's operating revenue was 1.081 billion yuan, a year-on-year decrease of 3.00%, and the net profit attributable to shareholders was a loss of 27.61 million yuan, down 71.85% year-on-year [2] - The net cash flow from operating activities improved significantly to 81.28 million yuan, a year-on-year increase of 1234.01% [2] - The company expects a full-year net profit loss of between 46 million and 55.2 million yuan for 2025, primarily due to export pressures in the gas storage and transportation sector and underperformance in the hydrogen energy business [2] Group 3: Strategic Developments - The company continues to focus on its hydrogen energy business, planning to increase capital by 290 million yuan in its wholly-owned subsidiary Tianhai Hydrogen Energy in 2025 to enhance storage and transportation equipment and application scenarios [3] - In December 2025, the company revised its articles of association, eliminating the supervisory board and optimizing the audit mechanism, while also achieving the first unlock period of the restricted stock incentive plan with 110 participants meeting the assessment criteria [3] - The shareholder meeting in December 2025 elected Li Zhongbo as a non-executive director [3] Group 4: Institutional Insights - Valuation analysis indicates that the relative valuation range for Jingcheng Holdings is between 10.84 and 11.98 yuan, with an accuracy rating of C, suggesting that the stock price is relatively high based on fundamental dimensions [4] - Institutions point out that the company's competitive moat within the industry is average, and its profitability is weak, indicating limited revenue growth potential in the future [4]