截至本公告披露日，公司及池州昀冢与新引入投资方林森、林熹昊、高俊、贾方、深圳市有天电子信息 有限公司已签署《增资协议》，池州昀冢已收到投资方缴付的增资款合计6100万元。 格隆汇2月12日丨昀冢科技(688260.SH)公布，公司于2026年1月23日召开第二届董事会第二十八次会 议，审议通过了《关于控股子公司增资扩股并引入投资者的议案》，同意控股子公司池州昀冢电子科技 有限公司增资扩股并引入投资方，公司及其他池州昀冢现有股东均放弃本次增资事项的优先认购权。 ...

Core Viewpoint - NetEase's Q4 performance showed a 3% year-on-year revenue growth to 27.5 billion yuan, which was 4% lower than market consensus expectations, primarily due to slower-than-expected growth in gaming revenue and extended revenue recognition periods [1] Group 1: Financial Performance - Total revenue for NetEase increased by 3% year-on-year to 27.5 billion yuan, falling short of market expectations by 4% [1] - Operating profit rose by 6% year-on-year to 8.3 billion yuan, which was also 6% below consensus estimates [1] Group 2: Future Outlook - The company remains optimistic about revenue growth prospects for the current year, supported by a strong 34% year-on-year increase in contract liabilities at the end of last year [1] - Several major new products are expected to launch this year, including "The Sea of Forgotten" [1] Group 3: Valuation Adjustments - The revenue forecasts for the next two years have been slightly reduced by 1% to 2% due to the extended revenue recognition period [1] - Based on a sum-of-the-parts (SOTP) valuation, the target price for NetEase's U.S. stock has been slightly lowered from $164 to $161.5, while maintaining a "Buy" rating [1]

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, telecommunications, thermal power generation, construction, bridges, firefighting, and warehousing [1]

格隆汇2月12日丨航天智装(300455.SZ)在互动平台表示，公司可以为载人登月提供芯片和地面仿真测试 设备。 ...

具体盘面上，作为市场风向标的大型科技股全线下跌拖累市场情绪低迷，其中，美团跌4.5%，百度跌 近3%，腾讯、小米、京东、阿里巴巴皆有跌幅；内银股、中资券商股、保险股等大金融多数下跌令大 市进一步承压；临近年关本该到旺季的餐饮股、影视股却跌幅十分明显，其中九毛九跌超5%，权重股 海底捞跌超3%，同样啤酒板块跌幅较大，千亿龙头百威亚太跌超5%。 另一方面，AI应用概念股继续活跃，港股大模型"双雄"(智谱、MINIMAX-WP)暴涨均创新高！智谱涨 价助推算力基建投入，半导体芯片股午后拉升上扬，兆易创新飙涨20%，澜起科技创历史新高，内外需 驱动！港股电力设备股集体拉升，三桶油普涨，中国石油化工创历史新高。(格隆汇) 港股三大指数全天表现低迷，大市止步3连升行情。恒生科技指数一度跌至2%，最终收跌1.65%，恒生 指数跌0.86%险守27000点，国企指数跌1%。连续三个交易日的上涨势头戛然而止。 ...

Core Viewpoint - Bank of America Securities reports that two drugs from a Chinese biopharmaceutical company, TQB2102 and LM302, have recently completed patient enrollment for Phase III clinical trials, with LM302 being the first CLDN18.2 antibody-drug conjugate to complete this phase globally, potentially offering new treatment options for patients [1] Group 1 - The two drugs, TQB2102 and LM302, have completed patient enrollment for Phase III clinical trials [1] - LM302 is noted as the world's first CLDN18.2 antibody-drug conjugate to complete Phase III registration clinical trial enrollment [1] - The target price for the company is set at HKD 8.6, with a reiterated "Buy" rating [1]

Group 1 - The company, Aerospace Intelligent Equipment (300455.SZ), has stated that it currently has no plans for overseas supply chain expansion [1]

格隆汇2月12日丨国投丰乐(000713.SZ)公布，为进一步优化公司管理架构，压缩管理层级，提升管理效 能，公司全资子公司安徽丰乐农化有限责任公司（简称"丰乐农化"）拟将其持有的湖北丰乐生态肥业有 限公司（简称"湖北丰乐"）51%股权无偿划转至公司。本次股权划转完成后，公司直接持有湖北丰乐 51%股权。 ...

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。 ...