Group 1: Management Changes - The board of Qingnong Commercial Bank has nominated Liang Yanbo as the fifth chairman candidate to replace the retiring Wang Xifeng, pending shareholder approval and regulatory qualification [1] Group 2: Institutional Research - In January 2026, Qingnong Commercial Bank received multiple institutional research visits, focusing on loan allocations for "supporting agriculture and small enterprises," green finance, and strategic emerging industries, while emphasizing the stability of its core Tier 1 capital adequacy ratio through internal replenishment [2] Group 3: Performance and Operations - The financial report for the first three quarters of 2025 shows revenue of 8.028 billion yuan, a year-on-year decrease of 4.92%, and a net profit attributable to shareholders of 3.318 billion yuan, a year-on-year increase of 3.57%. However, the revenue decline in a single quarter has widened to 11.91%. The non-performing loan ratio stands at 1.73%, the highest among A-share rural commercial banks, indicating a need for ongoing monitoring of asset quality improvement [3] Group 4: Company Status - At the beginning of 2026, the company attracted attention due to a dispute over the dividend ratio, as the board did not submit a temporary proposal for shareholder meeting review. The dividend ratio for 2024 was set at 23.34%, lower than some peers, suggesting potential adjustments in future dividend policies [4]

经济观察网 近期券商机构发布研报看好大族数控（301200）前景。东吴证券2026年2月11日指出，M9 Q布方案催生超快激光钻需求，相比CO2激光钻具有材料兼容性强和微孔加工更精细优势，正交背板与 中板引入Q布材料将推动需求，推荐钻孔设备龙头大族数控。花旗同日首予大族数控H股"买入"评级， 目标价142港元，看好公司作为中国领先PCB钻孔设备制造商，受惠于胜宏科技（300476）等AI PCB制 造商需求强劲增长，且H股较A股折让约36%。内部数据库显示，机构综合目标价为184.90元（A股）， 较最新价上涨空间24.09%市场观点。 近期事件 公司H股于2026年2月6日在港交所挂牌上市（股票代码03200），发行价95.80港元。2026年2月13日， Schroders PLC增持大族数控H股17.94万股，每股作价121.9643港元，总金额约2188.04万港元，增持后 持股比例升至14.07%。这表明机构投资者对公司的长期价值认可。 股票近期走势 近7日股价波动显著，A股最高达154.12元（2月11日），最低148.70元（2月13日）。2月13日收盘报 149.00元，当日跌1.78%，换手 ...

经济观察网2026年2月5日，清越科技(688496.SH)发布公告称，因涉嫌定期报告等财务数据虚假记载， 被中国证监会立案调查。同时，公司3个证券账户(合计冻结163.13万股回购股份)及7个募集资金专户(合 计冻结本金约1.34亿元)被冻结。若后续行政处罚认定事实触及重大违法强制退市情形，公司股票可能 被强制退市。该事件是近期影响股价的核心因素，监管风险加剧了市场担忧。 财报分析公司经营压力持续：2025年前三季度营收4.76亿元，同比下降13.64%，归母净利润亏损 4335.34万元。2025年全年业绩预告显示，预计亏损区间扩大至7400万元至1.1亿元，主要受电子纸业务 收入下滑、资产减值准备增加等因素影响。业绩疲软与立案调查事件叠加，进一步削弱投资者信心。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势截至2026年2月13日收盘，清越科技报收6.46元，近5日累计上涨2.22%，但波动显著(区间 振幅5.22%)。资金流向方面，2月10日主力资金净流出136.93万元，而2月13日主力资金转为净流入83.38 万元，市场交投活跃度较高(换手率1.80%)。股价表现受立案调查事件压制，但 ...

估值溢价过高，远超行业水平 财务状况 公司自身债务压力加剧 公司估值 标的公司福圣矿业截至2026年1月31日的股东权益账面价值仅990.90万元，而收购对价达2.1亿元，评估 溢价率高达2023.27%。相比同业，福圣矿业的吨金资源量收购价格为1.31亿元，达到山东黄金 （600547）同期收购价格的7倍，紫金矿业（601899）等巨头的收购案例也显示其溢价率显著偏离行业 常态。 公司项目推进 标的资产资源可靠性存疑 老圣沟金矿的资源量中推断级(333)和预测级(334)占比偏高，而探明级资源量缺失，其资源品位和连续 性存在较高不确定性。该矿自2014年6月起停产超11年，设备老化严重，需大规模重建，但具体投产周 期、投资规模尚未明确测算，业绩兑现周期可能较长。 经济观察网金徽股份（603132）(603132.SH)于2026年2月9日公告拟以2.1亿元现金收购徽县福圣矿业开 发有限公司100%股权，从而切入金矿开采领域。此次收购引发市场质疑，主要基于以下几点风险因 素： 行业与风险分析 主业增长乏力下的跨界风险 公司2025年第三季度归母净利润同比下滑30.26%，核心产品锌精矿价格下行对盈利形成压力。 ...

近7个交易日(2026年2月6日至2月13日)，北方长龙股价呈现波动走势，资金流向分化明显。根据内部数 据库，2月13日收盘价为133.18元，单日上涨2.71%，主力资金净流入约1108.57万元；2月12日股价下跌 2.09%至129.67元，主力资金净流出3508.18万元；2月11日股价微跌0.42%至132.44元，主力资金净流出 566.72万元；2月10日股价上涨1.91%至133.00元；2月9日股价上涨2.13%至130.51元，主力资金净流入 1002.75万元；2月6日股价上涨0.69%至127.79元，主力资金净流出960.75万元。周度数据显示，截至2月 6日当周，股价累计下跌4.05%，主力资金净流出7857.50万元。整体来看，股价振幅较大，资金面短期 承压。 以上内容基于公开资料整理，不构成投资建议。 经济观察网北方长龙（301357）近期热点集中于重大资产重组进展及市场资金动向。根据雷达财经报 道，公司于2月6日公告拟以现金方式收购沈阳顺义科技51%股份，交易预计构成重大资产重组，目前处 于筹划阶段，已聘请中介机构开展尽调工作，但尚未签署正式协议，存在不确定性。此外，2月12 ...

Group 1 - The core viewpoint of the news highlights the significant stock performance of Bojie Co., Ltd. (博杰股份) driven by the liquid cooling concept sector, particularly following the financial report of its supplier, Vertiv [1] - On February 12, 2026, Bojie Co., Ltd. reached its daily limit up, reflecting strong investor interest and confidence in the liquid cooling server concept [1] - The company has signed a three-year agreement with its controlling shareholder to maintain stable control, which is crucial for investor confidence [1] Group 2 - In the recent week, Bojie Co., Ltd. experienced notable stock price fluctuations, with a drop of 1.94% on February 11, followed by a 10% increase to 83.03 yuan on February 12, and a slight rise to 83.91 yuan on February 13 [2] - The stock showed active trading with a turnover rate of 9.44% and a transaction amount of 849 million yuan, indicating strong market activity [2] - On February 12, there was a net inflow of 111 million yuan from main funds, suggesting renewed investor interest [2] Group 3 - The company's 2025 annual performance forecast indicates a projected net profit of 130 million to 160 million yuan, representing a year-on-year growth of 484.16% to 618.97%, primarily driven by AI server and new energy vehicle businesses [3] - The Q3 2025 report shows revenue of 1.117 billion yuan, a year-on-year increase of 35.61%, with a net profit attributable to shareholders of 106 million yuan, reflecting a staggering growth of 6760.54% [3] Group 4 - Over the past 90 days, multiple institutions have rated Bojie Co., Ltd. as a buy, with target prices ranging from 90 to 100 yuan, driven by optimism regarding AI server testing orders and growth potential in the robotics business [4]

Core Viewpoint - Innotech (688253) reported a decline in both revenue and net profit for the year 2025, while also announcing progress in new business and product developments [1] Business Performance - Innotech achieved an operating revenue of 422 million yuan in 2025, a year-on-year decrease of 32.08% - The net profit attributable to shareholders was 146 million yuan, down 40.84% year-on-year - The fluctuations in performance were primarily influenced by policy adjustments in the in vitro diagnostics industry, intensified competition in the respiratory testing sector, and a weaker flu season compared to the previous year [2] Business Progress - The company disclosed that its first single-molecule detection instrument and reagents for neurological testing have obtained product registration certificates - New registrations were also achieved in the international market, including EU IVDR and US FDA certifications - Collaborations with platforms like JD.com and Meituan are enhancing the brand building for home testing, which is expected to be a focal point for future business expansion [3] Company Status - From November 18 to December 1, 2025, Innotech conducted a shareholder reward activity, providing prizes to stockholders, reflecting the company's efforts to maintain shareholder relations [4]

经济观察网 2月14日，苹果App Store中国区免费应用排行榜显示，蚂蚁阿福、千问下载量猛增，包揽总榜前二。其中，蚂蚁阿福下载量登顶苹果应用总榜第 一。春节期间，蚂蚁阿福上线了"健康福"活动，春节返乡高峰带动年轻人教家人用阿福的潮流，直接引爆了阿福App的下载热情。据悉，阿福"健康福"红包 活动将延续到除夕。 ...

Group 1 - The stock price of JuYi Technology showed a fluctuating upward trend, with a cumulative increase of 2.63% over the past week, and a volatility of 3.86% [1] - On February 9, the stock surged by 3.01% due to market sentiment, followed by two consecutive days of decline on February 10 and 11, with decreases of 0.99% and 1.06% respectively, before rebounding by 1.04% on February 12 [1] - On February 13, the stock closed at 35.09 yuan, with a daily increase of 0.66% and a trading volume of 53.14 million yuan [1] - The net inflow of main funds on February 10 was 2.22 million yuan, accounting for 3.84% of the trading volume, while the overall net inflow of main funds over the past five days was 1.47 million yuan, indicating moderate short-term participation [1] Group 2 - Recent market attention on JuYi Technology includes themes such as new industrialization, the BYD supply chain, new energy vehicles, and the Tesla supply chain [2] - The company has mentioned on its interactive platform that its digital development platform has been applied in projects for clients such as Volkswagen and Tesla, with a significant portion of current orders coming from BYD and Volkswagen, reflecting its business relevance to popular industry themes [2] - The company is also involved in the fields of industrial robotics and smart manufacturing technology, although there have been no new major announcements or events in the past week [2]

根据2025年三季报，公司前三季度营收同比增长23.3%，但第三季度单季营收同比下降3.3%。净利润方 面，前三季度归母净利润同比下滑19.2%，扣非净利润降幅达29.6%。国盛证券（002670）指出，Q3收 入下降与吸尘器行业出口增速放缓有关(2025年7-9月国内吸尘器出口额同比增速降至10.7%，低于4-6月 的15.2%)。市场对传统主业增长动力不足的担忧加剧。 资金面情况 2月13日，富佳股份主力资金净流出126.22万元，其中主力卖出额占比13%，散户买入额占比38%。当日 成交额7841万元，较前几个交易日缩量，反映资金参与度降温。技术面显示股价跌破5日、10日均线(分 别位于18.63元、18.63元)，短期压力位关注20日均线18.50元附近。 经济观察网富佳股份（603219）今日(2026年2月13日)股价出现回调，主要受业绩增速放缓、主力资金 流出及行业整体表现疲软等因素影响。 业绩经营情况 公司于2025年8月发布智能平粮机器人，规划年产能10万台，但国盛证券预计需至2026年才开始贡献收 入。市场对跨界业务能否及时对冲传统业务疲软持观望态度。 综上，富佳股份今日回调是业绩增速放缓 ...