Core Insights - Infineon released its "2026 GaN Technology Outlook," projecting a compound annual growth rate (CAGR) of 44% for the gallium nitride (GaN) market from 2025 to 2030 [1] - Revenue from GaN technology is expected to reach $920 million in 2026, representing a 58% year-over-year increase [1] - GaN power devices are rapidly entering emerging fields such as AI data centers, robotics, electric vehicles, renewable energy, digital health, and quantum computing, driving higher performance and energy-efficient system designs [1] - By 2026, GaN technology is anticipated to further penetrate the power electronics industry [1]

Core Viewpoint - The departure of key technical personnel Wang Xinhong due to retirement will not impact the company's core competitiveness and ongoing operations, as the company does not rely on a single key technical individual [1] Group 1: Personnel Changes - Wang Xinhong, born in 1965, has retired and is no longer recognized as a key technical personnel [1] - He held 782,400 shares of the company at the time of the announcement [1] - The company has confirmed that the technical research responsibilities he managed have been handed over, and there are no intellectual property disputes regarding the patents he applied for [1] Group 2: Company Structure and Competitiveness - The company has a total of 336 research personnel, which constitutes 42.26% of its workforce [1] - The company has established a confidentiality agreement with Wang Xinhong, and no breach of this agreement has been found [1] - The company emphasizes that it does not depend on a single core technical personnel, ensuring stability in its core competitiveness and sustainable operations [1]

横店东磁公告，股东横店集团控股有限公司于2026年1月30日至2026年2月9日期间，通过集中竞价方式 减持公司股份964.4万股，占公司总股本的0.59%。本次权益变动后，横店控股持有公司8.13亿股，占公 司总股本的49.99%。横店控股目前没有在未来12个月内增持上市公司股份的计划。 ...

和胜股份公告，全资子公司广东和胜 新能源科技有限公司拟在宜宾三江新区投资8.5亿元建设宜宾和胜 新能源汽车高端部件二期项目，其中固定资产投资预计不低于6亿元，从签约之日起7年内完成。过渡厂 房拟租用成宜产业园6号标准厂房，租赁面积约1.88万平方米。自建厂房拟选址东部产业园，项目用地 约150亩。项目主要内容为建设汽车高端部件生产线，包括电池 结构件、电芯结构件及 车身结构件等。 项目建设周期为过渡厂房自接收厂房后8个月实现投产运营，自建厂房自摘地之日起3年内完成整宗地块 厂房建设。 ...

汉马科技公告，全资子公司华菱汽车拟对上海索达增资5.75亿元，增资后注册资本将增至9.75亿元。同 时，华菱汽车拟将上海索达100%股权以4.85亿元转让给浙江龙砺 机器人产业发展有限公司。此次增资 旨在偿还约5.66亿元欠款，剩余资金用于税款及外部供应商结算。交易完成后，上海索达将不再纳入公 司合并报表，预计将对公司相应会计期间损益产生积极影响。 ...

汉维科技公告，股东东莞市汉希投资合伙企业(有限合伙)持有448万股占4.1752%，拟自本公告披露日起 30个交易日后3个月内，通过集中竞价或大宗交易减持不超200万股，占1.8639%，减持价格按市场价确 定，股份来源为北交所上市前取得，因自身资金需求；该主体3个月内集中竞价减持股份总数将超过公 司股份总数1%。 ...

扬州金泉公告称，公司首次公开发行部分限售股将于2026年2月24日解除限售并上市流通，数量为5000 万股，占总股本73.45%。涉及股东为林明稳和李宏庆，锁定期自2023年2月16日上市起36个月。上市 后，公司总股本因激励计划两次增加，截至目前为6807.7万股。股东此前作出股份锁定及减持承诺，截 至申请签署日均严格履行。保荐机构认为本次限售股上市流通符合相关规定，无异议。 ...

多氟多公告，公司控股股东一致行动人焦作多氟多实业集团有限公司将其持有的530万股办理质押，占 其持股18.62%、占公司总股本0.45%，质押期限自2026-02-09起至解除质押登记手续之日，质权人为 招 商证券股份有限公司，系融资需要。本次后多氟多集团累计质押1750万股，占其持股61.47%、占公司 总股本1.47%。 ...

Group 1 - The net inflow of southbound funds today was HKD 0.85 billion [1] - Tencent Holdings and Pop Mart experienced net outflows of HKD 14.02 billion and HKD 2.35 billion respectively [1] - Meituan-W and China National Offshore Oil Corporation received net inflows of approximately HKD 5.46 billion and HKD 4.20 billion respectively [1]

斯特兰蒂斯在米兰上市的股票涨超5%。 本文源自：金融界AI电报 ...