Core Viewpoint - The company, Zhongji United (605305.SH), primarily focuses on products used in the wind power generation sector, with plans to expand into various other industries [1] Group 1: Industry Applications - The company's products are currently applied in the wind power generation field and have expanded to 17 other industries, including power grids, communications, thermal power generation, construction, bridges, firefighting, and warehousing [1]

格隆汇2月12日丨慧智微(688512.SH)在投资者互动平台表示，公司将努力提升经营水平，改善公司经营 业绩，尽早实现扭亏为盈。一方面，公司在海外安卓客户持续稳定出货；另一方面，公司Phase8L全集 成L-PAMiD产品在国内手机品牌客户的高端旗舰机型规模量产，为公司带来了显著的增量收入。随着 与这些客户合作的深入以及市场份额的提升，将对公司未来收入及毛利水平带来正向帮助。 ...

Group 1 - The company, Shengtun Mining (600711.SH), stated on its interactive platform that it does not produce accompanying silver when mining copper and lead-zinc [1]

Core Viewpoint - The next-generation mobile communication technology, 6G, is not yet at the stage of commercialization, according to the company [1] Group 1: Company Insights - The company's technology is currently primarily applied in the 4G and 5G fields [1] - The company continues to optimize and iterate its technology in line with the evolution of wireless communication [1]

Core Viewpoint - Huamao Technology (603306.SH) is actively involved in the acquisition of remaining shares of Fuchuang Youyue, which primarily provides PCBA and manufacturing services to domestic and international optical module companies [1] Group 1: Company Developments - Fuchuang Youyue is currently focusing on the next generation of optical communication core components, including optical engines (OE) and ELS PCBA, as well as advanced mounting services [1] - The market for these next-generation components is still in its early stages, and specific customer information cannot be disclosed at this time [1] - Further business progress will be communicated through future company announcements [1]

格隆汇2月12日丨江河集团(601886.SH)在投资者互动平台表示，公司目前尚未承接来自欧盟成员国的产 品销售订单。2025年底，公司中标英国幕墙产品出口订单，但截至目前尚未形成收入。公司将主要通过 平台化模式，向欧盟成员国开展幕墙产品及异型光伏组件的销售业务。 ...

格隆汇2月12日丨信雅达(600571.SH)在投资者互动平台表示，公司未参股MiniMax稀宇科技。 ...

Core Viewpoint - Bank of America Securities reports that WuXi Biologics has issued a positive earnings forecast, expecting a 16.7% year-on-year revenue growth to reach 21.8 billion yuan by 2025, aligning with the bank's expectations [1] Revenue and Growth - The revenue growth is attributed to a record number of new projects and an expansion of service offerings, particularly in the BsAb and ADC platforms [1] - The revenue forecast for 2025 to 2027 has been slightly increased by 1% [1] Profitability - Gross margin is expected to expand by 5 percentage points year-on-year to 46%, surpassing the bank's expectations due to improved capacity utilization and efficiency gains from the Lean Operations Management System (WBS) [1] - Net profit and net profit attributable to shareholders are projected to be 5.7 billion yuan and 4.9 billion yuan, respectively, reflecting year-on-year growth of 45.3% and 46.3% [1] - Net profit forecast has been raised by 7% [1] Target Price and Rating - The target price has been adjusted from 41.8 HKD to 47 HKD, while maintaining a "Neutral" rating [1]

Group 1 - The core viewpoint of the article is that the drug sac-TMT (TROP-2 ADC) from Kolun Botai Biopharmaceutical has received approval from the National Medical Products Administration for the treatment of HR-positive/HER2-negative breast cancer in the second line and above, marking the fourth indication approved for this drug in mainland China [1] - The drug has also been included in the national medical insurance catalog for the treatment of triple-negative breast cancer in the third line and EGFR mutation non-small cell lung cancer since January of this year [1] - Due to adjustments in the national medical insurance catalog pricing, the company has lowered its annual treatment cost assumptions for sac-TMT [1] Group 2 - The revenue forecasts for 2026 and 2027 have been reduced by 5% and 6% respectively [1] - The target price for the stock has been raised from HKD 470 to HKD 479, maintaining a "neutral" rating [1] - The business progress is in line with expectations but is offset by increasingly fierce competition [1]

格隆汇2月12日丨中牧股份(600195.SH)公布，公司于2026年2月11日收到陈章瑞先生的书面辞职报告， 陈章瑞先生因工作变动原因提出辞去公司董事、董事会战略与ESG委员会及董事会合规委员会成员职 务，辞职后不再担任公司任何职务。 ...