长江商报消息 ●长江商报记者 徐靓丽 省级重点项目加快经济高质量发展 重点项目建设是稳增长的"压舱石"，也是扩大有效投资的重要载体。重大项目建设按下"快进键"，不仅 可以更好发挥有效投资稳定经济增长的支撑性作用，而且有利于提振市场信心和改善社会预期。 2026年，湖北省重点项目清单结合"十五五"规划，谋深谋实一批具有牵引性、标志性项目，包括引江补 汉沿线补水工程、阜黄高铁、长江存储、国家重大科技基础设施等。首批937个省级重点项目，总投资 33904亿元，年度计划投资4084亿元。其中，100亿元以上项目84个，总投资16543亿元；50亿元至100亿 元项目97个，总投资6527亿元。 以1月底开工的引江补汉输水沿线补水工程为例，该工程属于水利领域，输水干线全长185.2公里，辐射 宜昌、荆门、襄阳3市14个县（市、区）。总投资156.62亿元，建成后每年可引4.82亿立方米长江水，有 效保障宜昌、荆门、襄阳等3市14县的生产生活供水与农业灌溉需求。 继2025年首次超过重大基础设施项目后，2026年湖北省级重点项目中重大产业项目比重再次提升，占比 达54.7%，较2025年提升5个百分点，总投资14116 ...

AIoT芯片领域龙头企业 乐鑫科技 （688018.SH）拟回购股份彰显发展信心。 2月2日，乐鑫科技公告，公司控股股东、实控人、董事长TEO SWEE ANN张瑞安提议公司以自有资金 回购公司部分A股股票，回购资金总额不低于5000万元（含），不超过1亿元（含），回购股份用于员 工持股或股权激励计划。 此次回购底气源于公司扎实的经营基本面，2025年前三季度，公司实现营收19.12亿元、归母净利润3.77 亿元，同比分别增长30.97%、50.04%， 综合 毛利率攀升至46.17%。 公开资料显示，乐鑫科技于2008年在上海创立，自成立之初便聚焦 物联网 领域，以"处理+连接"为核心 方向，致力于为全球客户提供AIoT SoC芯片及整体解决方案。2019年，公司成功登陆上交所科创板。 凭借对物联网赛道的深耕细作，公司近年经营业绩呈现"营收稳步增长、盈利持续提升"的良好态势。 2022年—2024年，公司营收规模持续扩大，分别为12.71亿元、14.33亿元、20.07亿元；归母净利润分别 为9732万元、1.36亿元、3.39亿元。 拟最高1亿元回购股份 2月2日，乐鑫科技发布公告称，基于对公司未来持续发 ...

为进一步释放文旅消费潜力、激发文旅市场活力，切实提升群众文旅消费体验，湖北省财政厅、湖北省 文化和旅游厅联合发起的"票游湖北 '马'上有礼"文旅惠民促消费活动，于2月3日正式启动，活动持续至 3月31日，此次活动面向全国游客发放总价值超过3000万元的文旅消费福利，个人最高可享礼遇价值达 125350元，助力湖北文旅市场开年"开门红"。 本次活动以"票根换福利、文旅促消费"为核心，依托"湖北有礼 HB GIFTS"微信小程序搭建专属活动平 台，整合全省优质文旅资源，联动景区、星级饭店、文旅商户等多方主体，推出四重票根福利，实 现"游客得实惠、商户增收益、市场添活力"的三方共赢。 活动坚持惠民普惠原则，"普惠礼包"面向所有在鄂消费的游客，上传消费凭证即可领取黄鹤楼、神农 架、金盾酒店、武汉SKP等30余家省内知名景区、酒店及商家的专属福利。"限时礼包"则每天上午10点 准时开抢，提供武当山、木兰草原等热门景区免费门票，以及特色旅游商品、非遗产品的特别折扣，持 续点燃公众参与热情。 活动还设置了"新春锦鲤"大礼包，将在关键时间节点及活动结束后抽取。其中，"星级饭店消费免单礼 包"将为100名已获饭店礼包的幸运游客 ...

Core Viewpoint - Wuhan aims to achieve high-quality development in transportation by 2026, focusing on five key battles to enhance infrastructure, improve transportation organization, optimize travel quality, promote green and intelligent integration, and regulate key industries [1][2]. Group 1: Infrastructure Development - Wuhan will accelerate the upgrade of its transportation infrastructure, including the operation of two new expressways and the construction of several key bridges and highways [2]. - The city plans to enhance its airport capabilities, targeting a passenger throughput of 32 million at Tianhe International Airport and the opening of new international cargo routes [2]. Group 2: Transportation Organization - The city will improve the efficiency of its transportation system by integrating metro and bus operations, increasing the coverage of public transport, and launching over 80 customized bus routes [3]. - Efforts will be made to reduce the ratio of social logistics costs to GDP to around 11.8%, while maintaining the highest number of A-level logistics companies in the country [3]. Group 3: Green and Intelligent Development - Wuhan will implement smart transportation initiatives, including the use of AI in transport and the establishment of low-altitude commercial flight routes [4]. - The city aims to enhance travel quality by regulating taxi services and improving the management of transportation sectors [4]. Group 4: Safety and Emergency Management - Continuous efforts will be made to strengthen safety measures in transportation, focusing on key areas such as public transport and ports, while enhancing emergency response capabilities [5].

长江商报消息 ●长江商报记者 汪静 绿联科技（301606.SZ）向港股IPO再迈进一步。 2月2日晚间，绿联科技发布公告称，公司已于2026年2月2日向香港联合交易所递交了发行境外上市外资 股（H股）股票并在香港联交所主板挂牌上市的申请。 绿联科技是全球领先的消费电子品牌企业，销售渠道已覆盖全球多个主流市场。长江商报记者注意到， 2025年上半年，绿联科技境外营业收入达22.94亿元，同比增长51.39%，占总营业收入比例达59.53%。 公司境外业务毛利率高达43.49%，远超境内业务。 绿联科技是全球科技消费电子知名品牌企业，主要从事3C消费电子产品的研发、设计、生产及销售。 近年来，公司持续深耕海外市场。 2025年半年报中，绿联科技介绍，公司正在积极拓展和深化线下渠道，经销网络遍布全球，通过战略合 作大型商超、专业渠道及区域头部经销商，在境外，已成功进驻美国Walmart、Costco、Bestbuy、B＆ H、Micro Center，欧洲Media Markt，日本Bic Camera、Yodobashi Camera等知名零售巨头渠道体系。同 时，为深度渗透境外市场，绿联科技已在美国、德国、日 ...

Core Viewpoint - BGI Genomics plans to enhance its technology matrix through the acquisition of assets, aiming to solidify its position as a leading manufacturer in the life sciences sector by integrating cutting-edge technologies [1][4]. Group 1: Acquisition Details - BGI Genomics intends to acquire 100% equity of Sanjian Qifa and BGI Xifeng for a total cash consideration of 366 million yuan, which will incorporate two core technologies: spatial genomics and nanopore sequencing [2]. - The acquisition will enable BGI Genomics to establish a comprehensive technology ecosystem covering short-read, long-read, and spatial genomics, facilitating a one-stop service from library construction to sequencing and data analysis [2]. - The counterparties of the transaction have provided clear performance commitments, with Sanjian Qifa promising a cumulative net profit of no less than 50.1 million yuan from 2026 to 2028, and BGI Xifeng committing to a cumulative net profit of no less than 82.8 million yuan from 2028 to 2030 [2]. Group 2: Strategic Significance - The acquisition is expected to significantly reduce related-party transactions and resolve potential competition issues in the nanopore sequencing business, thereby enhancing the company's sustainable operational capabilities [2]. - Post-acquisition, BGI Genomics will achieve resource sharing and synergy in supply chain procurement, technology development, and customer service, which will serve as important growth engines for the company [2]. Group 3: Market Position and Performance - BGI Genomics has shown a notable improvement in its operational fundamentals, with a projected net loss of 221 million to 273 million yuan for 2025, representing a reduction in losses by approximately 60% compared to the previous year [3]. - The company secured 61% of the domestic high-throughput sequencing instrument market in 2025, with 232 units won in bids, demonstrating strong market penetration and customer recognition [3]. - BGI Genomics has been proactive in the AI pathology field since 2019, establishing the Spatial Pathology Alliance in 2025 and successfully registering its self-developed PMIF-20 pathology slide staining scanner, reinforcing its foundation for integrating AI with pathology analysis [3].

Core Viewpoint - Huanxin Building Materials continues to signal its commitment to a global development strategy through significant share buybacks by major shareholders and management, reflecting confidence in the company's future prospects and long-term value [2][5]. Shareholder Actions - Huanxin Group, a major shareholder, increased its stake in Huanxin Building Materials by acquiring 15.4687 million shares, representing 0.74% of the total share capital, from January 12 to February 2, 2026 [3][4]. - Following this transaction, Huanxin Group's ownership rose from 16.26% to 17.00%, totaling 354 million shares [3]. - The total expenditure for this share acquisition was approximately 380 million yuan, based on an average transaction price of 24.7 yuan per share [4]. Management Confidence - Eleven executives of Huanxin Building Materials collectively purchased 2.578 million shares, demonstrating their confidence in the company's growth, with total expenditures around 22.9442 million yuan [4]. - The CEO, Li Yeqing, personally acquired 915,900 shares, investing approximately 8.1515 million yuan [4]. Financial Performance - Huanxin Building Materials forecasts a net profit of 2.7 billion to 2.95 billion yuan for 2025, an increase of 280 million to 530 million yuan compared to the previous year, reflecting a year-on-year growth of 11.6% to 21.9% [6][7]. - The company expects a non-net profit of 2.58 billion to 2.76 billion yuan, indicating a significant increase of 800 million to 980 million yuan, or 45% to 55% year-on-year [6]. Business Strategy and Growth - The company has successfully transitioned from a cement manufacturer to a comprehensive building materials service provider, enhancing its profitability through diversified operations [2][6]. - Huanxin Building Materials has seen a 15.37% year-on-year increase in revenue from its overseas cement business, contributing 4.128 billion yuan to the overall revenue [7].

Core Viewpoint - The company, Chipway Technology, reported its 2025 annual results, showing a slight decline in net profit but significant growth in non-recurring net profit, alongside plans for a major asset restructuring to enhance its competitive position in the power semiconductor sector [1][2]. Financial Performance - The company achieved an operating revenue of 394 million yuan, marking a consecutive increase [1][2]. - The net profit attributable to shareholders was 106 million yuan, a year-on-year decrease of 4.91% [1][2]. - The non-recurring net profit reached 68.89 million yuan, reflecting a year-on-year growth of 17.54%, the highest in nearly four years [1][2]. - The comprehensive gross margin was 32.84%, down 1.59 percentage points year-on-year [3]. Product Performance - The company's main products, including TVS, MOSFET, and Schottky diodes, saw a decline in gross margins, with respective rates of 32.58%, 34.85%, and 33.29%, down 2.53, 6.07, and 1.89 percentage points [3]. - The gross margin for power ICs increased by 11.47 percentage points to 29.75%, although its revenue contribution is relatively small [3]. Dividend Distribution - The company proposed a cash dividend of 4.30 yuan per 10 shares, totaling 50.568 million yuan, which represents 47.64% of the net profit attributable to shareholders [3]. Strategic Acquisition - The company plans to acquire 100% of Jishun Technology and 17.15% of Shunlei Technology for a total consideration of 403 million yuan, funded through convertible bonds and cash [4][5]. - The acquisition aims to leverage the target companies' technology and customer resources to strengthen the company's core competitiveness in the power semiconductor field [4][5]. Future Projections - The acquired companies are expected to contribute to a projected operating revenue of 633 million yuan in 2025, a 60.88% increase, and a net profit of 155 million yuan, reflecting a 45.76% growth [5]. - The transaction is anticipated to facilitate a strategic shift from a Fabless to a Fab-lite model, enhancing supply chain management and expanding into high-end application areas such as automotive electronics and industrial control [5].

长江商报消息 ●长江商报记者 徐阳 受益存储行业高景气度及AI发展，联芸科技（688449.SH）经营业绩稳步增长。 2月2日晚间，联芸科技发布2025年度业绩快报公告，报告期内，公司实现营业总收入与归属于母公司所 有者的净利润（以下简称"归母净利润"）双双增长，归属于母公司所有者的扣除非经常性损益的净利润 （以下简称"扣非净利润"）实现大幅跃升，达到1.01亿元，同比激增130.29%。 联芸科技称，受下游需求增长影响，公司营收同比增长，同时由于高毛利产品收入占比增加，进一步带 动公司综合毛利率上升，使得扣非净利润大幅增加。 资料显示，联芸科技是一家提供数据存储主控芯片、AIoT信号处理及传输芯片的平台型芯片设计企 业。公司始终坚持核心技术自主研发和迭代创新，不断推出具有市场竞争力的大规模集成电路芯片及解 决方案。 在研发方面，联芸科技持续加大投入，2025年研发费用约5.06亿元，研发费用率约为38%，主要用于下 一代主控芯片迭代及研发团队建设。 2025年业绩继续稳增 据官网介绍，联芸科技于2014年11月在中国杭州滨江创建，公司专注于数据管理相关芯片的研究及产业 化。公司总部位于杭州，在上海、广州、深 ...

长江商报消息 面对沉重的历史包袱与持续的经营压力，红相股份（维权）（300427.SZ）正试图通过资 产处置奋力自救。 2月2日晚间，红相股份披露资产出售计划。公司拟以1.2亿元的价格，转让一笔账面价值约2.05亿元、已 累计计提减值准备超1亿元的涉光伏项目收款权。 长江商报记者注意到，本次交易源自两年前红相股份一笔资产剥离。通过处置此笔已大幅减值的收款 权，红相股份不仅旨在解决特定债权的回收难题，更是其回笼资金、优化资产结构以改善资产质量的关 键一步。 日前，红相股份发布业绩预告。2025年，公司预计将实现营业收入7亿元至7.5亿元，同比增长10.25%至 18.13%；归属于上市公司股东的净利润（以下简称"归母净利润"）亏损1300万元至2600万元，扣除非经 常性损益后的净利润（以下简称"扣非净利润"）亏损4900万元至6200万元。至此，红相股份已连续三年 亏损，归母净利润亏损额累计超过8亿元。 拟出售的收款权累计减值准备1.04亿 红相股份本次资产出售与两年前的一笔交易相关。 长江商报记者注意到，2023年10月，红相股份曾公开挂牌转让全资子公司卧龙电气银川变压器有限公司 （以下简称 "银川变压器" ...