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万润股份(002643.SZ):公司年产能1,500吨的PEI产品量产线已投入试生产
Ge Long Hui· 2026-02-12 07:19
格隆汇2月12日丨万润股份(002643.SZ)在投资者互动平台表示,公司年产能1,500吨的PEI产品量产线已 投入试生产。 ...
海伦哲:及安盾正在推进与某些新能源汽车厂商推动汽车电池灭火装置合作
Ge Long Hui· 2026-02-12 07:17
格隆汇2月12日丨海伦哲(300201.SZ)在投资者互动平台表示,及安盾正在推进与某些新能源汽车厂商推 动汽车电池灭火装置合作,尚未开始供货。 ...
信维通信(300136.SZ):正在加快包括卫星直连、地面终端等相关零部件的研发与销售
Ge Long Hui· 2026-02-12 07:17
Group 1 - The company is optimistic about the development of the commercial satellite industry [1] - The company is accelerating the research and sales of components related to satellite direct connection and ground terminals [1]
嘉麟杰(002486.SZ):尚未开展2026年米兰冬奥会面料供应相关合作
Ge Long Hui· 2026-02-12 07:17
格隆汇2月12日丨嘉麟杰(002486.SZ)在互动平台表示,公司尚未开展2026年米兰冬奥会面料供应相关合 作。 (原标题:嘉麟杰(002486.SZ):尚未开展2026年米兰冬奥会面料供应相关合作) ...
天奥电子(002935.SZ):暂无产品用于昊龙货运航天飞机
Ge Long Hui· 2026-02-12 07:17
Core Viewpoint - Tianao Electronics (002935.SZ) has stated that it currently does not have any products used in the Haolong cargo spacecraft [1] Company Summary - Tianao Electronics confirmed on an interactive platform that it does not supply products for the Haolong cargo spacecraft [1]
科恒股份(300340.SZ):未涉及电池生产
Ge Long Hui· 2026-02-12 07:17
Core Viewpoint - The company, Keheng Co., Ltd. (300340.SZ), clarifies that its main business involves the research, production, and sales of new energy cathode materials, and it does not engage in battery production [1] Company Summary - Keheng Co., Ltd. focuses on the development and manufacturing of new energy cathode materials [1] - The company explicitly states that it is not involved in the production of batteries [1]
海伦哲(300201.SZ):及安盾正在推进与某些新能源汽车厂商推动汽车电池灭火装置合作
Ge Long Hui· 2026-02-12 07:12
格隆汇2月12日丨海伦哲(300201.SZ)在投资者互动平台表示,及安盾正在推进与某些新能源汽车厂商推 动汽车电池灭火装置合作,尚未开始供货。 ...
益生股份(002458.SZ):2026年2月和3月公司暂无引种计划
Ge Long Hui· 2026-02-12 07:12
格隆汇2月12日丨益生股份(002458.SZ)在投资者互动平台表示,受国外禽流感影响,我国暂时无法从国 外引进祖代白羽肉种鸡。2026年2月和3月公司暂无引种计划。2025年公司引进祖代白羽肉种鸡26.6万 套,引种量同比增加,预计2026年公司父母代鸡苗的供应量较2025年增加,目前的引种暂停对公司2026 年的父母代产量没有大的影响,公司将密切关注国外禽流感的进展情况,做好和国外育种公司的沟通工 作。 ...
研报掘金丨长江证券:维持比亚迪“买入”评级,盈利能力有望继续提升
Ge Long Hui· 2026-02-12 07:10
Group 1 - BYD's overall sales in January reached 210,000 units, representing a year-on-year decline of 30.1% and a month-on-month decline of 50.0% [1] - Passenger vehicle sales totaled 206,000 units, with a year-on-year decrease of 30.7% and a month-on-month decrease of 50.5% [1] - Export sales remained strong at 100,000 units in January, showing a year-on-year increase of 43.3% [1] Group 2 - Domestic inventory reduction is ongoing, positioning the company to embrace a new cycle [1] - The expansion of the overseas vehicle matrix and the launch of plug-in hybrid models abroad are expected to sustain monthly export sales growth [1] - The introduction of high-end models such as Z9GT, Z9, Leopard 8, N9, and N8L is anticipated to enhance market penetration and improve per-vehicle profitability [1] Group 3 - The company is committed to its strategic transformation towards intelligent driving, with the release of the Super e platform marking a significant innovation in pure electric technology [1] - The product lineup for high-end markets is being accelerated with a rich reserve of models from brands like Tengshi, Yangwang, and Fangchengbao [1] - Continued efforts in overseas expansion and the enhancement of overseas channels and vehicle matrix are expected to further improve profitability [1] Group 4 - The company forecasts a net profit attributable to shareholders of 35 billion yuan by 2025, corresponding to a PE ratio of 23X, maintaining a "buy" rating [1]
英诺激光(301021.SZ):已完成对M9等材料的初步打样工作
Ge Long Hui· 2026-02-12 07:08
格隆汇2月12日丨英诺激光(301021.SZ)在投资者互动平台表示,公司已完成对 M9 等材料的初步打样工 作,现正发挥超快激光钻孔设备能力,针对新一代算力技术的新材料和新工艺升级需求,积极对接客户 的审厂安排,提供创新解决方案! ...