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） ...

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]

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]

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。 ...

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。 ...

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]

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！ ...

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index up 0.05% to 4134 points, the Shenzhen Component Index up 0.86%, and the ChiNext Index up 1.32% [1] - The total market turnover reached 2.16 trillion yuan, an increase of 159.7 billion yuan compared to the previous trading day, with nearly 3300 stocks declining [1] Sector Performance - The computing power concept surged, with stocks like TeFa Information and Dongyangguang hitting the daily limit [1] - The liquid cooling concept also rose, with Liou Co., Ltd. hitting the daily limit [1] - The power equipment sector saw gains, with multiple stocks including Dongfang Electric hitting the daily limit [1] - The CPO concept was active, with Tianfu Tongxin rising over 14% [1] - The small metals sector strengthened, with Zhangyuan Tungsten hitting the daily limit [1] - AI-related sectors such as Zhipu AI, Tencent Cloud, and AI chips had significant gains [1] - Conversely, the film and cultural media sectors declined, with stocks like Jinyi Film and Hengdian Film hitting the daily limit [1] - The tourism sector weakened, with Haikan Co., Ltd. dropping over 7% [1] - The prepared food concept weakened, with Haixin Food hitting the daily limit [1] - Other sectors such as millet economy, tax refund stores, and dairy stocks experienced notable declines [1] Top Gainers - The top gainers included sectors such as computer hardware, heavy machinery, and the internet, with respective five-day increases of 3.81%, 2.92%, and 2.85% [2] - Other sectors with positive net capital inflow included communication equipment, shipping, and electrical grid, with increases of 2.79%, 2.23%, and 2.15% respectively [2]

格隆汇2月12日丨世盟股份(001220.SZ)公布，公司及子公司拥有计算机软件著作权。 ...

格隆汇2月12日丨思特奇(300608.SZ)在互动平台表示，在国家"东数西算"战略推进、全国一体化算力网 构建的背景下，公司聚焦"算力网调度与市场运营平台"研发运营，拉通算力供需两端，相关业务落地成 效显著，核心项目实现多点突破。 公司已中标并落地重磅项目，彰显出较强竞争力：一是中标湖北移 动算力并网调度平台项目，切入运营商核心场景，完善算力供给端布局；二是中标庆阳数盾平台项目， 以"总集成+建设+运营"模式融入国家级算力枢纽建设，实现算力安全协同调度。同时，打造贵州算力 调度平台，纳管9地市州算力，形成"贵州算力一张网"，成为东数西算工程中首个产生重大收益的算力 调度平台。 目前，公司平台已实现对东数西算枢纽、运营商等供给方的标准化接入，可完成算力统一 池化与智能调度，精准匹配各类需求方需求。依托重大项目积累，公司正强化平台运营能力，拓展多场 景布局，后续将深化算力调度与市场运营融合，在全国一体化算力网建设中抢占先机，推动相关业务做 强做大。 ...