公司拟与关联方上海鸿元投资集团有限公司共同对岩超聚能(上海)科技有限公司增资，双方各出资1,500 万元，完成后宏力达持股比例约为3.26%。 公司项目推进 公司计划使用超募资金约3.41亿元收购中腾微网(北京)科技有限公司50.9323%股权，交易完成后将合计 持有60.0053%股权，并将其纳入合并报表范围。 关联交易进展 经济观察网宏力达近期发布业绩预告，并披露多项资本运作与投资计划。 业绩经营情况 公司已发布业绩预告，预计2025年归母净利润约为6.35亿元，同比增长185.09%，但最终数据需以正式 披露的经审计年度报告为准。 股票近期走势 例如2026年2月10日公司股价报收46.82元，当日下跌2.35%，成交额2.10亿元。 以上内容基于公开资料整理，不构成投资建议。 ...

经济观察网海螺材料科技(2560.HK)近期有以下事件值得关注，主要涉及产能扩张与产品布局： 公司项目推进 宁波二期环氧衍生物项目预计2026年3月投产 高附加值精细化学品即将投放市场 公司重点推进的电子级碳酸乙烯酯、特种表面活性剂、聚氨酯用聚醚多元醇等高附加值精细化学品已准 备就绪，计划近期投放市场，旨在培育新增长动能。 公司业务状况 海外市场布局持续深化 2025年乌兹别克斯坦项目投产首年市场份额达60%，印尼公司也已设立，未来需关注海外产能释放及区 域协同效果。 以上内容基于公开资料整理，不构成投资建议。 公司下属子公司宁波材料科技二期年产6万吨环氧衍生物项目于2025年1月开工建设，目前进度整体受 控，预计2026年3月投产。该项目采用一体化产业链工艺，投产后将进一步提升公司在环氧衍生物领域 的产能优势。 业务进展情况 ...

经济观察网东方国信（300166）(300166.SZ)股价近期出现大幅波动，主要受业绩巨亏与算力转型预期 强烈反差、市场传闻与监管关注、以及技术面和资金面多重因素影响。 业绩经营情况公司于2026年1月30日发布2025年业绩预告，预计归母净利润亏损1.5亿至2亿元，扣非净 利润亏损1.75亿至2.32亿元，为上市15年来首次年度亏损。但市场解读亏损主因为战略投入的会计代 价：内蒙古智算中心项目集中转固后，单季度折旧超8000万元，叠加研发费用同比增长28%，而非主营 业务恶化。同期，公司传统大数据业务基本盘稳定(2025年前三季度营收仅同比下滑3.73%)，且经营性 现金流预计达5.2亿至5.8亿元，连续12年为正。这种"阶段性亏损"与算力业务增长潜力的认知差，成为 股价博弈的核心。 机构观点2026年2月9日至10日，华福计算机团队称公司内蒙古智算中心在手订单超240MW，若全部交 付可带来年营收约12亿元(相当于2025年营收的60%)，市场传闻大客户为字节跳动。2月上旬，信达证券 （601059）首次覆盖并给出"买入"评级，指出公司通过控股视拓云整合近4万张GPU卡，服务超70万C 端用户，在A股算 ...

Core Viewpoint - The stock price of Kaiying Network (002517) experienced a decline following the announcement of a settlement with Legendary IP, influenced by profit-taking, overall market downturn, and technical adjustments [1][2][5]. Stock Performance - Following the settlement announcement on February 11, 2026, the stock price dropped by 4.37% on February 13, closing at 24.51 yuan. This decline is attributed to profit-taking after the positive news, as the stock had risen by a cumulative 13.93% over the two days prior [2]. - On February 10, the stock price increased by 7.06%, and on February 11, it further rose by 6.35%, indicating that the market had already reacted positively to the news before the official announcement [2]. Market Environment - On February 13, the A-share market faced a general decline, with the Shanghai Composite Index down by 1.26% and the Shenzhen Component Index down by 1.28%. The media sector fell by 1.43%, and the gaming sector dropped by 1.88%, reflecting increased risk aversion among investors [3]. Technical Analysis - The stock price reached a peak of 26.86 yuan on February 11, indicating overbought conditions in the short term. The subsequent drop to 24.51 yuan on February 13 is viewed as a normal technical correction, as the price remains above the 5-day moving average of 22.83 yuan [4]. - The turnover rate on February 13 was 2.84%, significantly lower than the previous two trading days (7.20% and 4.96%), suggesting that selling pressure is gradually being released [4]. Financial Impact - The settlement is expected to positively impact the company's profits by approximately 200 million yuan and alleviate 481 million yuan in debt risk. However, the payment of 199 million yuan in cash may exert some short-term liquidity pressure [5]. - Market focus is shifting from debt relief to the company's ability to deliver on future performance, with attention on the first quarter of 2026's operational data to support current valuations [5].

公司结构与治理 2026年2月11日，公司召开临时股东会，以99.52%的赞成率通过《关于第四届董事会董事薪酬方案的议 案》，旨在完善薪酬体系并提升治理水平。 经济观察网全通教育（300359）近期有以下值得关注的事件，基于公开信息整理。 业绩经营情况 根据公司2026年1月30日发布的公告，全通教育预计2025年全年归属于上市公司股东的净利润亏损6,000 万元至8,500万元，扣除非经常性损益后的净利润亏损6,500万元至9,000万元。业绩变动主要受行业政 策、市场竞争加剧、客户需求下降及计提信用减值等因素影响。 子公司发展 全通教育全资子公司广东全通教育科技集团有限公司于2026年1月30日完成工商登记变更，在一般项目 中新增"招生辅助服务"经营范围，其他业务范围保持不变。 股票近期走势 截至2026年2月10日，全通教育股价报收6.02元/股，当日上涨2.03%，主力资金净流入177.51万元；2026 年以来股价累计上涨12.31%。 以上内容基于公开资料整理，不构成投资建议。 ...

经济观察网九菱科技发布公告，拟注销回购专用证券账户中剩余的82,265股股份，总股本将缩减至 64,785,465股，注册资本相应减少8.23万元。该事项尚需股东大会审议。 近期事件 2026年2月12日，九菱科技发布公告，拟注销回购专用证券账户中剩余的82,265股股份，总股本将由 64,867,730股缩减至64,785,465股，注册资本相应减少8.23万元。该事项尚需股东大会审议，公司表示不 会对日常经营产生重大影响，但市场普遍视回购注销为提升每股收益的积极信号。 股票近期走势 近7天(2026年2月7日至2月14日)，九菱科技股价呈现波动走势：2月11日收盘报50.65元，单日上涨 2.88%，成交额1.68亿元；2月12日回调至50.00元，下跌1.28%；2月13日进一步下跌至48.65元，跌幅 2.70%，成交额9335.7万元，主力资金净流出464万元(占总成交额4.97%)，游资净流出753.16万元。区间 内(2月9日至13日)股价累计上涨1.88%，振幅达11.41%，但跑输汽车零部件板块(区间涨1.69%)及新能源 车板块(区间涨1.93%)。估值方面，截至2月13日，市盈率(TTM ...

Group 1: Company Announcements - ST Lianchuang announced a share buyback plan through centralized bidding, with a maximum repurchase price of 3.26 yuan per share, funded by its own resources [1] - The company adjusted the repurchase price of restricted stock to 3.2598 yuan per share due to the departure of incentive targets and canceled 594,240 shares, reducing the total share capital to 1,068,374,880 shares, with no substantial impact on financial status [1] - The set maximum buyback price is 48.17% lower than the current stock price, indicating the company's cautious attitude towards its valuation level [1] Group 2: Stock Performance - Over the past 7 days (February 7 to 13, 2026), ST Lianchuang's stock price showed volatility, with a single-day increase of 2.41% on February 11, followed by declines of 1.26% and 0.16% on February 12 and 13, respectively [2] - As of February 13, the stock closed at 6.28 yuan, with a year-to-date increase of 4.15%, slightly below the market's performance (Shanghai Composite Index rose 0.41% in the same period) [2] - On February 9, there was a net inflow of 14.0791 million yuan in main funds, but on February 13, it turned into a net outflow of 3.5460 million yuan, indicating short-term fluctuations in fund sentiment [2] Group 3: Financial Performance - According to the Q3 2025 report, the company achieved a revenue of 690 million yuan in the first three quarters, a year-on-year increase of 4.48%, and a net profit attributable to shareholders of 16.4648 million yuan, a significant year-on-year increase of 198.11%, mainly due to improved gross margins in fluorine-containing new materials and optimized operational efficiency [3] - However, the revenue for the third quarter alone declined by 7.75% year-on-year, raising concerns about the sustainability of performance growth [3] - The company's financial structure shows a debt-to-asset ratio of 19.84%, with both current and quick ratios at healthy levels, indicating low short-term repayment risk [3]

2月11日股价异动可能与公司业务进展相关：北信源在互动平台提及，其税务系统存储安全管理解决方 案已应用于税务行业，采用移动存储介质安全管理系统实现数据加密与审计功能。同时，公司信源密信 产品与鲲鹏服务器完成兼容认证，并推出信源密信一体机鲲鹏版，强化在自主创新领域的布局。此外， 公司水印系统(明水印、隐水印)已在金融、军工等领域应用，用于防泄密防护。 财报分析 近期事件 1月30日公司发布2025年业绩预告，预计全年净利润亏损3.2亿元至4.1亿元，同比亏损扩大，主要因部分 客户项目延迟及资产减值计提。结合2025年中报数据，营业总收入同比下降53.72%，三费占比超营收 (102.46%)，毛利率虽维持在64.6%，但净利率为-91.46%，反映经营压力。需注意，2025年正式年报尚 未披露，当前数据为预告值。 经济观察网近期北信源（300352）股价表现活跃，近5个交易日(2026年2月9日至2月13日)累计上涨 11.92%，显著跑赢大盘指数(上证指数近五日涨0.41%)。2月11日单日大涨5.89%，成交额达6.79亿元， 换手率7.91%，主力资金连续2日净流入。截至2月13日收盘，股价报7.04元， ...

Core Viewpoint - Softcom Power (301236) has signed a strategic cooperation agreement with Xiangdi Xian Computing Technology (Chongqing) Co., Ltd. to enhance the integration of graphic computing chips and industry platforms, focusing on digital twins and industrial simulation solutions, which may strengthen the company's positioning in AI computing power and industry digitalization [1] Stock Performance - Recently, Softcom Power's stock price has shown a fluctuating upward trend, closing at 47.50 yuan on February 13, 2026, with a cumulative increase of 3.06% over the past five days and a price range fluctuation of 4.34%, with a total transaction amount of approximately 35.78 billion yuan [1] - On February 13, 2026, there was a net outflow of approximately 36.82 million yuan from main funds, but the net inflow of main funds has been volatile over the past three days [1] - The technical analysis indicates that the current stock price is close to the lower support level of the 20-day Bollinger Bands at 44.97 yuan, with the MACD indicator still in a bearish zone, while the KDJ indicator shows signs of a low-level rebound [1] Institutional Perspectives - Institutions maintain a neutral to optimistic view on Softcom Power, with a composite target price of 81.02 yuan, indicating a potential upside of 70.57% from the current stock price [1] - Profit forecasts from 30 institutions predict a year-on-year net profit growth of 130.73% in 2025, primarily driven by the implementation of AI computing power business and the advancement of the integrated hardware and software strategy [1] - Recent ratings show that 100% of the opinions are to buy or increase holdings, although the frequency of institutional research is low, and market attention is generally moderate [1]

财报分析 经济观察网登云股份（002715）发布2025年业绩预亏公告，预计净利润亏损1300万元至1800万元，同比 由盈转亏。同日，公司因全资子公司担保事项未及时履行信息披露义务，收到广东证监局警示函，董事 长、总经理等核心高管被追责。 股票近期走势 近7个交易日，登云股份股价震荡下行，收盘价从17.61元跌至16.99元，累计跌幅约3.5%，区间振幅达 14.36%。资金面显示，2月13日主力资金净流出221.65万元，散户资金净流入，换手率1.68%，股价短期 承压。 公司2025年业绩预亏主要源于黄金矿采选业务拖累，该业务已通过出售股权逐步剥离，以聚焦汽车零部 件主业。最新财报显示Q3单季归母净利润亏损623.76万元，盈利能力恶化。 机构观点 机构评级方面，市场关注度一般，舆情偏中性，基金持股比例低，暂无新增研报覆盖。行业研报指出 2026年汽车以旧换新政策或提振板块需求，但登云股份因基本面疲软，短期缺乏催化。 以上内容基于公开资料整理，不构成投资建议。 ...