惠陶集团(08238)发布公告，根据供股提呈发售的供股股份(发售股份)合共2.61亿股。董事会宣布，于 2026年2月12日(星期四)下午四时正(即供股股份的最后接纳时限)，共接获六份有效接纳，涉及合共 4896.94万股供股股份，相当于发售股份总数约18.74%。据此，供股出现2.12亿股供股股份的认购不 足，相当于发售股份总数约81.26%，该等股份将受补偿安排所规限。 ...

Group 1 - The core point of the article is that Hanzhong Precision Machinery (002158.SZ) reported a significant decline in its 2025 annual performance, with operating revenue decreasing by 20.32% compared to the previous year due to a downturn in the photovoltaic industry and reduced terminal demand [1] - The company's net profit attributable to shareholders fell by 45.54% year-on-year, primarily due to the drop in operating revenue and a decline in gross margin [1] - The company also faced foreign exchange losses resulting from fluctuations in the TWD/USD exchange rate, which further impacted its overall profitability for the 2025 fiscal year [1]

智通财经APP获悉，据港交所2月13日披露，普莱医药(江苏)股份有限公司(简称：普莱医药)向港交所主 板递交上市申请，中信证券为其独家保荐人。公司核心产品PL-5于2024年在中国进入监管申报阶段，已 向国家药品监督管理局药品审评中心提交新药上市申请。 毛利 公司简介 招股书显示，普莱医药是一家于2009年4月成立的领先创新型抗菌肽(AMP)治疗药物公司，专注于四个 核心治疗领域，即抗感染、代谢疾病、肿瘤及自身免疫疾病，致力于通过公司的专有突破性技术及候选 药物解决全球重大未被满足的健康需求。截至最后实际可行日期，普莱医药有九种候选药物，包括一种 核心产品(即PL-5)及两种主要产品(即PL-3301及PL-18)。 根据弗若斯特沙利文的数据，公司的核心产品PL-5(培来加南)是首款已在全球提交新药上市申请(NDA) 的加南类药物。凭借创始人于2006年首次共同提出的"膜区分机理"理论，PL-5代表了一种新作用机制， 其肽二级结构折迭以破坏微生物膜的完整性，以应对抗生素耐药 性危机。凭借其抗耐药性、广谱及高 效性的关键优势，PL-5为治疗多重耐药感染提供了突破性的解决方案。其已连续入选国家十二五、十三 五"重 ...

融信中国(03301)发布公告，截至2026年1月止1个月，本集团总合约销售额约为人民币2.18亿元,同比减 少37.71%;本集团合约建筑面积约为1.98万平方米;及本集团平均合约售价约为每平方米人民币10,971 元。 ...

Group 1 - Concerns about AI disruption have led to significant divergence in the travel and leisure industry, with online travel platform stocks plummeting while traditional hotel operators' stocks surged [1] - TripAdvisor's stock has fallen 29% this year, hitting a historical low after disappointing earnings, while Booking Holdings and Amadeus IT Group have seen declines of 22% [1] - In contrast, Marriott's stock has risen 14% and Hilton's stock has increased by 12% this year, with analysts raising target prices following Hilton's earnings report [1] Group 2 - The sell-off in travel stocks accelerated in early February as investors fled companies perceived to be vulnerable to AI disruption, initially triggered by a new tool from Anthropic [4] - The sell-off has spread to IT services, wealth management, real estate platforms, and logistics sectors, with significant drops in stocks like Charles Schwab and LPL Financial [4] - Concerns about AI's impact on office space demand have led to declines in commercial real estate stocks, with major firms like CBRE and JLL experiencing drops of 8.8% and 7.6% respectively [4] Group 3 - The market is currently characterized by a "sell first, ask questions later" mentality, as fears of AI disruption escalate with the rollout of AI products [4] - The Dow Jones Transportation Average has outperformed the S&P 500 by 13 percentage points over the past month and a half, driven by strong economic data and a trend of reducing exposure to tech giants [4] - Investors are increasingly seeking alternatives to AI-related stocks, with strong economic conditions reinforcing positive investment logic in traditional sectors [5] Group 4 - The software sector has experienced significant sell-offs, presenting a buying opportunity for investors, as many software stocks are considered severely oversold [6] - Despite recent declines in software stocks, there is a belief that market turmoil is creating favorable conditions for savvy investors [6] - A significant divergence in growth prospects and fundamental expectations among software companies is anticipated, rather than a uniform rebound across the market [6]

Group 1 - The company HuTongDa Network (09878) announced the acquisition of a 25% stake in JinTongLing (300091.SZ), with the target company's restructuring plan completed as of February 13, 2026 [1] - JinTongLing is a leading industrial internet company in China that empowers rural retail stores through digital technology and supply chain capabilities, aiming to improve the lives of farmers [1] - The company focuses on "smart supply chain" and "AI+" strategies, promoting integrated production and sales, and enhancing innovative applications in urban and rural circulation [1] Group 2 - The target company specializes in manufacturing fluid machinery, including industrial blowers and centrifugal air compressors, with applications in wastewater treatment, food fermentation, and industrial cooling systems [2] - The acquisition aligns with the group's overall strategic direction and aims to enhance synergy and value in existing business segments, leveraging JinTongLing's technical capabilities to strengthen upstream bargaining power [2] - The company plans to nominate a majority of the board members at JinTongLing and appoint key management personnel to lead daily operations and strategic decisions, ensuring the objectives of the acquisition are met [2]

Core Viewpoint - The company, Qiao Feng Intelligent (301603.SZ), has announced a draft for its 2026 restricted stock incentive plan, aiming to enhance employee motivation and retention through stock ownership [1] Group 1 - The total number of restricted stocks to be granted under the incentive plan does not exceed 3.63 million shares, accounting for approximately 3.01% of the company's total share capital at the time of the announcement [1] - The initial grant will consist of 2.925 million shares, while a reserve of 705,000 shares will be set aside for future grants [1] - The grant price, including the reserved shares, is set at 37.10 yuan per share [1]

顺丰控股（002352）(06936)发布公告，公司2026年1月速运物流业务、供应链及国际业务合计收入为人 民币268.60亿元，同比增长2.22%。 其中公司坚持可持续健康发展的经营基调，升级激活经营进阶机制，动态调优市场策略，以高品质服务 满足客户多元化物流需求，追求业务高质量增长;尽管国际海运价格同比回落影响公司国际货运及代理 业务收入增速，但公司凭借全球网络优势与丰富产品组合，灵活应对市场变化，积极把握企业出海新机 遇，使得国际货运代理业务收入同比实现增长。供应链业务、国际快递及跨境电商物流业务收入保持较 快增长，带动整体供应链及国际业务收入同比增长17.23%。 ...

香港联交所最新资料显示，2月10日，小摩增持凯莱英（002821）(06821)9400股，每股作价87.5591港 元，总金额约为82.31万港元。增持后最新持股数目约为167.41万股，最新持股比例为6.01%。 ...

Group 1 - Morgan Stanley increased its stake in Jinli Permanent Magnet (300748)(06680) by 254,200 shares at a price of HKD 21.7208 per share, totaling approximately HKD 5.5214 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 16.6448 million, representing a holding percentage of 7.09% [1]