Group 1 - The company, Luyin Investment (600784.SH), has stated that it is not currently involved in the hydrogen energy business [1]

Core Viewpoint - The company has a strong order backlog and positive business outlook, particularly in its core aviation engine segment, with significant year-over-year growth in orders and recognition for its contributions to key projects [1] Order Situation - As of June 30, 2025, the company has an order backlog of 5.968 billion yuan, with customer orders totaling 2.938 billion yuan, representing a year-over-year increase of 8.13% [1] - The estimated amount of long-term contracts in the order backlog is approximately 3.030 billion yuan, showing a year-over-year increase of 44.84% [1] Business Outlook - The aviation engine business is the company's core segment, with products applied in key areas of various commercial engines both domestically and internationally [1] - The company is a major developer of the CJ1000/2000 series engine ring forgings, holding significant shares in critical components such as high and low-pressure turbines and combustion chambers [1] - Recently, the company received the "Outstanding Collective for Significant Contributions to the Changjiang Project Phase I" award from China Aviation Engine Corporation [1] Collaborations - In the gas turbine sector, the company collaborates with major firms including Dongfang Electric, Shanghai Electric, Harbin Electric, Baker Hughes, and GE [1]

格隆汇2月13日丨鲁银投资(600784.SH)在互动平台表示，鲁银新材已引用AI辅助开展相关研究。 ...

格隆汇2月13日丨福蓉科技(603327.SH)在互动平台表示，公司生产的高强度铝制结构件材料已应用于三 星MR、VIVO VR。 ...

格隆汇2月13日丨福蓉科技(603327.SH)在互动平台表示，公司生产的高强度铝制结构件材料已应用于三 星MR、VIVO VR。 ...

Market Overview - On the last trading day before the holiday, A-shares saw a collective decline across the three major indices, with the Shanghai Composite Index falling by 1.26% to 4082 points, the Shenzhen Component Index down by 1.28%, and the ChiNext Index dropping by 1.57% [1][2] - The total market turnover approached 2 trillion yuan, a decrease of 161.8 billion yuan compared to the previous trading day, with over 3800 stocks declining [1] Sector Performance - The CPO concept sector experienced a significant drop, with Changxin Bochuang falling over 11%. The photovoltaic equipment sector also declined, with Shuangliang Energy hitting the daily limit down [2][4] - The small metals sector saw widespread declines, with Yunlu Co. and Longci Technology dropping over 5%. The glass and fiberglass sector weakened, led by Shandong Pharmaceutical Glass [2][4] - Conversely, the shipbuilding sector rose, with Yaxing Anchor Chain hitting the daily limit up. The commercial aerospace sector also saw gains, with Hangfa Power reaching the daily limit up [2][4] Specific Stock Movements - In the photovoltaic equipment sector, Shuangliang Energy fell by 9.99% to 9.64 yuan, while other companies like Xiexin Integration and Maiwei Co. also saw significant declines [5] - The small metals and precious metals sectors were weak, with Fenghua Gaoke and Luoyang Molybdenum dropping over 5% [7] - The oil reform concept sector declined, with China Petroleum and Shandong Haihua both falling over 4% [9] Industry Insights - According to Huaxin Securities, the domestic market's execution of ground project orders is gradually declining, with limited visibility on new orders. The overseas market's demand is expected to increase due to export tax rebate impacts, with a focus on overseas shipments in Q1 2026 [4] - The semiconductor and chip sectors showed strength, with Yitian Co. and Shentech hitting the daily limit up, while other stocks like Shangsheng Electronics and Jingce Electronics also saw gains [12][13] Upcoming Trends - According to招商证券, the market is expected to remain volatile in February, with indices likely to perform better post-holiday. The main focus will shift towards sectors benefiting from rising prices, including oil and petrochemicals, as well as construction materials due to major projects under the "14th Five-Year Plan" [19]

格隆汇2月13日丨泰嘉股份(002843.SZ)在投资者互动平台表示，公司大功率电源业务包含部分数据中心 电源业务，主要为客户代工服务器电源模块产品，该业务占公司整体营收比重较低。公司现阶段未将算 力相关领域列为重点发展方向，请投资者谨慎决策，注意投资风险。 ...

格隆汇2月13日丨亚玛顿(002623.SZ)在投资者互动平台表示，公司向昆山协鑫光电送样钙钛矿用ITO玻 璃产品。 ...

Core Insights - The consumer electronics industry is entering a new phase of deep AI empowerment by 2026, with significant growth driven by wearable/IoT and smart automotive sectors [1] - AI innovations at the edge are expected to accelerate between 2026 and 2027, with major tech companies competing to establish AI terminal entry points [1] - Despite short-term disruptions like storage price increases, the long-term growth trend of the electronics industry remains intact [1] Company Highlights - AAC Technologies (02018.HK) is identified as a key player in Apple's AI smartphone supply chain, actively participating in the development and supply of AI smartphones and AI camera headphones [1] - The company is closely aligned with Apple's AI OS upgrades and hardware iterations, allowing it to capture value from the innovations of leading brands [1] - In the wearable/IoT sector, AAC Technologies is advancing its technology and product offerings, showcasing optical solutions for viewing and AR glasses at CES 2026 [2] - The company has positioned itself in the supply chain for AI headphones and smart glasses, with its core component supply capabilities ranking among the industry's top [2] - AAC Technologies is also entering the smart automotive industry, leveraging its acoustic technology to meet the demands of leading manufacturers for AI cockpit upgrades [2] - The company is transitioning from a core component supplier in consumer electronics to a key technology supplier for AI terminals, poised to benefit from the industry dividends brought by edge AI innovations [2]

格隆汇2月13日丨国风新材(000859.SZ)在投资者互动平台表示，公司无CPI产品应用于"云海三号02 星"。 ...