紫荆国际金融(08340)发布公告，，季毅女士(季女士)已辞任执行董事的职位，自2026年2月13日起生 效，因彼希望投入更多时间处理其他业务。 ...

OKURA HOLDINGS(01655)公布，已于2026年2月13日完成配售8498万股配售股份，每股配售股份0.143 港元，净筹约1038万港元，约50%及30%分别用作(a)购买日式弹珠机及日式角子机;及(b)翻新或提升本 集团现有日式弹珠机游戏馆以及市场推广开支，而余下约20%则用作集团其他一般营运资金 ...

中自科技(688737.SH)披露2026年限制性股票激励计划(草案)，拟授予的限制性股票数量为206.2238万 股，约占激励计划草案公告时公司股本总额的1.72%。本次授予为一次性授予，无预留权益。授予的激 励对象共计68人，授予价格为13.96元/股。 ...

由于已注销的购股权将被视为已动用，以计算该计划项下的计划授权上限及服务提供者分项限额，故计 划授权上限及服务提供者分项限额项下可供未来授出的股份数目分别维持约726.15万股及478.99万股。 中国卫生集团(00673)发布公告，于2026年2月13日，根据该计划的条款，董事会透过向承授人发出书面 通知宣布该等购股权据此注销，以行使酌情权悉数注销于2026年2月2日授出且任何承授人未有效行使的 4063.8万份购股权。 ...

南方通信(01617)发布公告，于2026年2月13日，南方通信(公司的间接全资附属公司)与承办商江苏鑫厦 建设有限公司就该项目提供建筑工程及建筑劳务订立建筑合约，建筑费用为人民币3825万元。根据该项 目的施工时间表，南方通信将于2026年2月底前支付由武进区住房和城乡建设局征收就该项目的基础设 施配套费约人民币210万元。 董事会认为，该项目与集团长远发展目标及业务策略一致。于营运及管理层面上，董事会认为，分散在 两个厂区的产能集中到一起，可以实现生产的规模化、集约化。采购、物流、管理成本都会因规模效应 而下降，令管理团队更为集中，从而增强生产效率及灵活度，为集团日后产品投入大规模密集生产作好 准备。 另外，此举亦是集团降低整体营运成本并创造新现金流的良机。将老旧工厂的用地转化为现代化产业 园，可大幅减少维护陈旧或过时设备及设施所产生的维修开支。集团亦将考虑出租及╱或出售工业产业 园内的部分物业，从而为集团开拓新的收入来源。 董事会认为，该项目乃提升集团形象及推动其业务策略持续取得突破的重要契机。预期该项目将吸引精 英及高素质人才加入集团，协助拓展其业务。 该项目指建设及发展工业产业园，包括公司前厂房的翻 ...

出售债券构成截至本公告日期未偿还已发行债券的100%。于购回完成后，所有由本公司购回的出售债 券将根据平边契据即时註销，而该计划项下将不再有任何未偿还债券。 皇朝家居(01198)发布公告，于2026年2月5日，根据本公司先前接获的提早赎回通知，就三份已发行债 券而言，本公司根据构成已发行债券的平边契据(平边契据)按总赎回价人民币175万元赎回该等已发行 债券。 于2026年2月13日，本公司与已发行债券的法律及实益拥有人(卖方)就买卖本金额为6.7亿港元的2064年2 月5日到期的0.1%计息债券(出售债券)订立协议，本公司已同意向卖方购回所有出售债券(购回)，总代价 为人民币2775万元(该代价)。该代价包括出售债券根据平边契据截至及包括买卖协议所载完成日期止的 所有应计及应付利息。 ...

诺科达科技(00519)公布，该集团预期截至2025年12月31日止6个月可能产生亏损约3051.5万港元，同比 减少亏损约4336.4万港元。 董事会认为，亏损减少乃主要由于(其中包括)以下因素的净影响所致：收益增加至约2087.8万港元，尤 其值得注意的是人工智能(AI)机械人产生的收益比率增加显著;投资物业的公允值净收益约为431.6万港 元，而2024年同期的公允值净亏损则约为4398.2万港元;按公允值计入损益的金融资产的公允值亏损减 少至1272.6万港元;出售按公允值计入损益的金融资产的收益减少至约79.7万港元。 ...

Market Movements - U.S. stock index futures are all down, with Dow futures down 0.37%, S&P 500 futures down 0.33%, and Nasdaq futures down 0.31% [1] - European indices also show declines, with Germany's DAX down 0.04%, UK's FTSE 100 down 0.01%, France's CAC40 down 0.36%, and the Euro Stoxx 50 down 0.43% [2] Oil Market - WTI crude oil is down 0.78% at $62.35 per barrel, while Brent crude is down 0.55% at $67.15 per barrel [2] - OPEC+ is leaning towards resuming oil production increases starting in April, with negotiations continuing before the March 1 meeting [2] Economic Data - The U.S. January Consumer Price Index (CPI) is expected to show a year-over-year increase slowing to 2.5%, down from 2.7% in December, marking the lowest level since May 2025 [4] - Both overall CPI and core CPI are expected to rise by 0.3% month-over-month, consistent with the previous month's increase [4] Software Sector - The software sector is experiencing significant sell-offs, but this presents a buying opportunity according to Byron Deeter from Bessemer Venture Partners, who notes that software stocks are in a state of severe overselling [5] - There is an anticipated divergence among software companies based on growth prospects and fundamentals, rather than a uniform market rebound [5] Interest Rates and Economic Outlook - JPMorgan suggests shorting two-year U.S. Treasuries, citing strong economic fundamentals that may hinder the Federal Reserve from making significant rate cuts [6] - The upcoming inflation report is expected to provide new insights into the Fed's future actions, with any signs of easing price pressures likely to boost demand for short-term bonds [6] Gold Market - ANZ Bank has raised its second-quarter gold price target to $5,800 per ounce, viewing the recent price pullback as a buying opportunity amid ongoing structural support [7] - Major Wall Street banks are showing a consensus bullish sentiment on precious metals, with Goldman Sachs targeting $5,400 and UBS and JPMorgan setting even higher targets of $6,200 and $6,300 respectively [7] Corporate Earnings - Applied Materials (AMAT) reported Q1 revenue of $7.01 billion, slightly down 2% year-over-year but above market expectations, with a positive outlook for Q2 revenue of approximately $7.65 billion [10][11] - Roku's Q4 revenue grew 16.1% year-over-year to $1.395 billion, exceeding expectations, with a positive outlook for the next quarter [10][11] - Airbnb's Q4 revenue reached $2.78 billion, up 12% year-over-year, also surpassing analyst expectations, with a positive growth forecast for 2026 [12] - Vale's Q4 revenue increased 9% to $11.06 billion, but the company reported a significant net loss due to asset impairments [13] - NatWest's Q4 pre-tax profit rose 30% to £1.94 billion, exceeding expectations, with plans to leverage AI for cost reduction and efficiency [14]

Core Insights - The company, YTO Express (圆通速递), reported a revenue of 6.612 billion yuan for its express delivery products in January 2026, representing a year-on-year growth of 23.82% [1] - The total business volume reached 2.943 billion parcels, which is an increase of 29.75% compared to the previous year [1] - The average revenue per parcel decreased to 2.25 yuan, reflecting a year-on-year decline of 4.57% [1]

智通财经APP获悉，香港联交所最新资料显示，2月10日，摩根大通增持澜起科技(06809)113.246万股， 每股作价177.6932港元，总金额约为2.01亿港元。增持后最新持股数目约为861.52万股，最新持股比例 为13.07%。 ...