以上内容基于公开资料整理，不构成投资建议。 经济观察网根据近期公告，银邦股份（300337）值得关注的事件是公司于2026年2月3日收到HOLTEC ASIA PRIVATE LIMITED的销售订单，预计金额约2.8亿元(不含税)，履行期限为2026年1月1日至2027年 12月31日。该订单涉及铝钢复合材料和铝铝复合材料供应，预计将对公司2026年及2027年的营业收入和 营业利润产生积极影响。 ...

Group 1 - The core viewpoint of the article highlights that Dazhong Laser (002008) has secured multiple significant projects in the display panel industry, indicating strong recognition of its technological capabilities by major clients like BOE and TCL Huaxing [1] - The demand for AI-driven high multilayer PCB equipment, semiconductor, and display panel equipment is showing signs of recovery [1] Group 2 - In terms of financial performance, the company's revenue for the first three quarters of 2025 increased by 25.51% year-on-year, while the net profit attributable to shareholders decreased by 39.46%, primarily due to non-recurring gains and losses; however, the net profit excluding non-recurring items grew by 51.46%, indicating improved profitability in core operations [2] Group 3 - As of February 13, 2026, the company's stock price closed at 54.50 yuan, showing a recent upward trend with a daily increase of 2.62% and a 5-day increase of 13.42% [3] Group 4 - From a technical perspective, as of February 13, 2026, the stock price has surpassed the 20-day moving average of 50.16 yuan, with the 60-day moving average at 43.08 yuan; the current price is near the upper Bollinger Band of 54.29 yuan, indicating a need to monitor volume and previous resistance levels [4] Group 5 - Institutional target prices average around 71.40 yuan, although market sentiment and macroeconomic fluctuations may impact stock prices [5]

Industry Overview - The semiconductor equipment sector has shown strong performance recently, with the semiconductor equipment concept index rising by 1.85% on February 13, making it one of the few sectors to gain that day [1] - According to the Semiconductor Industry Association, global semiconductor sales are projected to reach $791.7 billion by 2025, a year-on-year increase of 25.6%, with sales in China exceeding $200 billion for the first time, growing over 15% [1] - TSMC reported a year-on-year sales increase of 36.8% to NT$401.26 billion in January, and its capital expenditure plan for 2026 (ranging from $52 billion to $56 billion) indicates strong demand for upstream equipment [1] - Factors such as AI computing demand, an upturn in the storage chip cycle, and the penetration of advanced packaging technology are driving equipment demand [1] Company Fundamentals - Jingyi Equipment's revenue for Q3 2025 increased by 37.96% year-on-year to 368 million yuan, with a cumulative revenue growth of 42.81% for the first three quarters [2] - As of the end of Q3 2025, the company's contract liabilities reached 951 million yuan, and inventory increased by 190 million yuan to 2.349 billion yuan, indicating a robust order intake and significant delivery pressure [2] - The company's products are utilized in major domestic wafer fabs such as Yangtze Memory Technologies and SMIC, holding approximately 39% market share in the domestic semiconductor temperature control equipment sector (2024 data) [2] Financial Situation - On February 13, Jingyi Equipment experienced a net outflow of 45.377 million yuan in main funds, but the daily trading volume reached 1.087 billion yuan, with a turnover rate of 7.20%, indicating significant capital divergence [3] - The stock price exhibited considerable volatility on that day, with a high of 128.75 yuan and a low of 117.18 yuan, likely influenced by pre-holiday risk aversion and profit-taking [3] Stock Price Situation - February 13 marked the last trading day before the Lunar New Year, with the A-share market experiencing a general decline (Shanghai Composite Index down 1.26%), as funds shifted from high-position sectors like photovoltaics and small metals to defensive sectors such as semiconductor equipment and military [4] - As a leading player in the semiconductor equipment niche, Jingyi Equipment benefits from the strengthening of domestic substitution logic, with a year-to-date increase of 26.64%, indicating a potential short-term rebound due to technical factors [4] - The recent stock price fluctuations of Jingyi Equipment are attributed to multiple factors, including improved industry sentiment, robust company orders, capital market dynamics, and shifts in market style [4]

经济观察网据国家市场监督管理总局网站2月12日晚消息，针对近期雀巢婴配乳粉因检出蜡样芽胞杆菌呕吐毒素预防性召回事件，国务院食安 办、市场监管总局高度重视，已督促雀巢(中国)有限公司完成其在中国大陆销售的特定批次产品召回工作。 截至目前，我国未发现因食用婴幼儿配方乳粉导致蜡样芽胞杆菌呕吐毒素中毒的确诊病例。 市场监管总局已部署各地强化婴幼儿配方乳粉质量安全管控，督促所有生产企业开展蜡样芽胞杆菌呕吐毒素检测，严格原料验收和产品出厂把 关，全力保障婴幼儿配方乳粉质量安全。 ...

经济观察网基于最新公开信息，诺诚健华-U(688428)在2026年有以下值得关注的事件进展，主要涉及临 床研发、合作推进和产品商业化等方面。 临床研发进展 ICP-488(高选择性TYK2抑制剂)：2026年2月2日，公司宣布其治疗银屑病的III期临床试验已完成患者入 组，共入组383例患者，标志该药取得关键临床节点。 Soficitinib(TYK2抑制剂)：2026年年初，治疗中重度特应性皮炎的III期注册临床试验已完成患者入组； 该药治疗白癜风、结节性痒疹等适应症的临床试验也在加速推进。 奥布替尼(BTK抑制剂)： 可持续盈利基础：公司2025年首次实现扭亏为盈(营收约23.7亿元，归母净利润约6.3亿元)，管理层表示 将从2025年起进入可持续盈利阶段，重点通过全球化布局和管线多元化巩固业绩。 以上内容基于公开资料整理，不构成投资建议。 治疗特发性血小板减少性紫癜(ITP)的III期临床研究已完成，预计2026年上半年提交新药上市申请 (NDA)。 治疗系统性红斑狼疮(SLE)的IIb期研究已达到主要终点，III期注册临床试验即将启动。 BCL2抑制剂(Mesutoclax/ICP-248)：目前正 ...

2026年2月12日，中国电信AI公司完成首轮增资引战，引入国家人工智能基金等战略投资者，同时公司 战略已升级为"云改数转智惠"，聚焦人工智能驱动。智能收入呈现高速增长，2024年达89亿元，2025年 前三季度同比增长62.3%。 经济观察网 基于截至2026年2月14日的公开信息，中国电信（601728）股票近期有以下值得关注的事 件，主要涉及政策变化、业务进展和市场动态： 资金面与技术面 行业政策现状 截至2026年2月11日，中国电信主力资金连续净流出，2月10日净流出3190万元，融资余额13.87亿元， 反映短期市场情绪谨慎。技术面显示股价处于支撑位与压力位之间，需关注突破方向。 2026年2月1日，中国电信与其他两大运营商集体公告，根据财政部和国家税务总局发布的2026年第9号 公告，自2026年1月1日起，手机流量、短信、彩信及互联网宽带接入服务的增值税税目由"增值电信服 务"调整为"基础电信服务"，税率从6%提高至9%。这一调整可能对公司的收入和利润产生短期影响。 业务与技术发展 2026年2月10日行业分析指出，传统语音和移动数据业务收入承压，但中国电信的新兴业务如智算、安 全、视联网和量 ...

Group 1 - The company Zhejiang Yingte Technology (301399) plans to invest 30 million yuan to establish a wholly-owned subsidiary, Zhejiang Yingruit Enterprise Management Co., Ltd. in Hangzhou [1] - This move may involve business expansion or management optimization, indicating the company's strategic layout direction [1]

Group 1 - Core viewpoint: Zhenray Technology is under investigation by the China Securities Regulatory Commission for suspected violations related to information disclosure, particularly concerning revenue recognition issues, which may negatively impact investor confidence [1] - The completion of China's first offshore recovery mission for rocket first-stage boosters is seen as a positive development for the commercial aerospace sector, indirectly benefiting satellite chip suppliers like Zhenray Technology [1] Group 2 - Stock performance: As of February 13, 2026, Zhenray Technology's stock price closed at 175.28 yuan, with a slight increase of 0.16% on that day, but a cumulative decline of 3.69% over the past five days, with a volatility of 5.04% [2] - Capital flow: On February 13, 2026, there was a net inflow of 120 million yuan in main funds, while the margin trading balance decreased by 0.79% to 1.682 billion yuan [2] - ETF holdings: On February 13, 2026, the number of shares in the Jianxin SSE STAR 200 ETF decreased by 3 million, with Zhenray Technology being the largest holding, accounting for 1.96% of the fund [2]

经济观察网 2026年2月13日，广立微（301095）（301095）股价下跌3.92%，收于89.22元，成交额9.14 亿元，换手率5.84%。同期半导体板块涨跌幅为0.00%，光芯片板块下跌3.45%，A股半导体指数微涨 0.05%。该公司股价表现弱于所属板块及大盘。 资金流向分化：2月13日主力资金净流出6653.67万元，而2月12日主力资金净流入6599.93万元。近5日融 资余额下降3.03%，融资净卖出3717.83万元，部分杠杆资金获利了结。 高管变动：2月13日公司公告副总经理赵飒因个人原因辞任，原定任期至2026年11月，可能引发投资者 对管理层稳定性的关注。 业绩经营情况 业绩高增长：2025年三季报显示公司营收4.28亿元，同比增长48.86%，归母净利润3701.72万元，同比 增幅380.14%。核心产品良率管理系统（DE-YMS）已迭代至2.0版本，并新增多Die合封数据分析等功 能，技术替代逻辑持续强化。 技术进展：2025年公司战略收购比利时硅光设计软件企业LUCEDA NV，并推出晶圆级老化测试系统 B5260M，布局第三代半导体可靠性测试赛道。中邮证券2025年11月 ...

现场摊位前，旅土同胞们用最朴实的家乡味搭建起了连接友谊的桥梁。 旅土华侨马丽说："春节不仅象征着团圆，也是文化的传承。我们今天带了抓饭、烤包子，还有馕和馓 子。我希望通过这些美食，让大家在海外也能感受到家乡的温暖。" 中央广播电视总台马年春晚宣传片和"跟着电影游中国"精彩片段也在现场循环播放，生动展现了中国传 统文化的现代活力与自然地理之美，引发当地观众的热烈反响。 土耳其嘉宾莉拉拉称，"我刚看了春晚宣传片，我非常喜欢。春节是中国最重要的节日，土耳其也有类 似非常好的文化。我期待未来能去中国亲身感受一下。" 经济观察网 据央视新闻客户端消息，近日，中国驻土耳其大使馆、驻伊斯坦布尔总领馆以及伊兹密尔 华侨华人协会分别举行了形式多样的新春庆祝活动。从舌尖上的中华美食庙会，到精彩绝伦的文化展 演，都让土耳其民众近距离感受到了浓郁的中国年味儿。而中央广播电视总台精心制作的马年春晚宣传 片和"跟着电影游中国"精彩片段也在多地同步亮相，浓浓"中国风"席卷土耳其。 热气腾腾的饺子、香气四溢的烤包子，各种中华地道小吃悉数亮相。这是中国驻伊斯坦布尔总领馆举行 的一场别开生面的春节美食庙会，吸引了大量华侨华人与当地民众驻足品鉴。 ...