Core Viewpoint - Xingfa Group (600141.SH) has completed the mining rights transfer for its subsidiary, Baokang County Yaozhihhe Qiaogou Mining Co., Ltd., enhancing its phosphate mining capacity and securing long-term resource sustainability [1] Group 1 - The mining rights transfer has been officially recognized with the issuance of the "Real Estate Certificate (Mining Rights)" and "Mining License" by the Hubei Provincial Department of Natural Resources, both valid from June 22, 2025, to June 22, 2055 [1] - The Qiaogou Phosphate Mine holds phosphate resources of 185 million tons, with the design capacity increasing from 2 million tons per year to 2.8 million tons per year following the completion of the mining rights transfer [1] - This development is expected to strengthen the company's phosphate resource security and enhance its mining capabilities, laying a solid foundation for the integrated development of the phosphate chemical industry chain [1]

中邮证券研报指出，芯联集成预计2025年实现营业收入约为81.90亿元，同比增长约25.83%，归母净利 润约-5.77亿元，同比减亏约3.85亿元。四大产品线齐发力，构建多元增长格局。同时，公司业务布局从 传统晶圆代工向系统解决方案延伸，一站式系统代工平台的商业模式价值效能正逐步释放。随着整体营 收规模扩大，规模效应显现，生产精细化运营有效提升，折旧摊销等固定成本逐步摊薄；叠加产品结构 的不断优化和升级，2025年公司毛利率预计达到5.92%，同比提升约4.89个百分点，持续保持增长态 势；此外，公司在管理效率、资金管理、销售管理等方面实现了管控优化，期间费用率逐步降低。维 持"买入"评级。 ...

Core Viewpoint - Kering, the parent company of Gucci, reported a loss of €29 million last year, with expectations of a profit of €1.025 billion in 2024, despite a revenue decline of 13.03% to €14.675 billion [1] Financial Performance - The company experienced a significant drop in recurring profit, which fell by 55.89% to €532 million, and recurring EBITDA decreased by 19.16% to €3.675 billion [1] - Recurring operating profit also saw a decline of 33.16%, amounting to €1.631 billion [1] Brand Performance - Gucci's revenue decreased by 21.67% to €5.992 billion, marking a continuous decline for 10 consecutive quarters, with a 15.69% drop in the fourth quarter to €1.622 billion [1] - Bottega Veneta's revenue slightly decreased by 0.4% to €1.706 billion, with a 2.7% decline in the fourth quarter to €467 million [1] - Yves Saint Laurent's revenue fell by 8.26% to €2.643 billion, with a 4.55% decrease in the last quarter to €735 million [1] Future Outlook - The group anticipates a return to growth and an improvement in gross margins for the current year [1]

Core Viewpoint - The company reported a significant decline in both contracted area and amount for January 2026, indicating potential challenges in the real estate market [1] Group 1: Financial Performance - In January 2026, the company achieved a contracted area of 78,000 square meters, representing a year-on-year decrease of 50% [1] - The contracted amount for the same period was 1.22 billion yuan, down 45.78% year-on-year [1] Group 2: New Project Development - The company has recently acquired a new project located at the Dalian Malan Brewery site, covering an area of 63,597.29 square meters [1] - The project has a floor area ratio of 1.56, allowing for a total constructed area of 98,830 square meters, with an equity ratio of 40% [1] - The total transaction price for the land is 736.66 million yuan, designated for residential and commercial use, with residential land use lasting 70 years and commercial land use lasting 40 years [1]

佰维存储回复称，公司先进封装业务主要包括存储器先进封装业务及晶圆级先进封装业务。公司预计先 进封装业务综合毛利率约为30%-40%。 格隆汇2月10日｜有投资者在互动平台向佰维存储提问：公司调研显示，目前公司先进封装良率已达 95％以上，预计先进封装业务综合毛利率约为30%-40%。请问这个先进封装是指的晶圆级别的封装，还 是普通存储的封装？ ...

格隆汇2月10日丨万朗磁塑(603150.SH)公布，截至2026年2月10日，控股股东时乾中先生通过集中竞 价、大宗交易方式合计减持公司股份256.44万股，占公司总股本的3.00%，本次减持计划已实施完毕。 ...

格隆汇2月10日丨恒瑞医药(600276.SH)公布，公司子公司苏州盛迪亚生物医药有限公司收到国家药品监 督管理局下发的《受理通知书》，公司注射用瑞康曲妥珠单抗的药品上市许可申请获受理，且已被纳入 优先审评程序。 公司注射用瑞康曲妥珠单抗已于2025年5月在国内获批上市，适用于治疗存在HER2（ERBB2）激活突 变且既往接受过至少一种系统治疗的不可切除的局部晚期或转移性非小细胞肺癌（NSCLC）成人患 者。 ...

格隆汇2月10日丨嘉泽新能(601619.SH)公布，2026年2月10日，公司通过回购专用证券账户以集中竞价 交易方式实施了回购公司股份的首次回购。本次回购股份数量为87.32万股，约占公司总股本的0.03%， 最高成交价为5.73元/股，最低成交价为5.72元/股，成交总金额为499.91万元（不含交易费用）。 ...

Group 1 - The company Xinhan New Materials (301076.SZ) plans to raise a total of up to 1 billion yuan through a private placement of shares [1] - The net proceeds from the fundraising, after deducting issuance costs, will be invested in several projects, including an annual production capacity of 8,100 tons of high-performance resins and composite materials [1] - Additional projects include the construction of a facility with an annual production capacity of 5,000 tons of monomers and the establishment of an innovation center for high-performance composite materials [1]

本次《项目投资入园协议》的签署将有利于推进公司高性能树脂、复合材料及核心单体一体化项目的开 展，从而提升公司高性能树脂及复合材料的研发和生产能力，能够更好地顺应公司所处行业的发展趋 势，有利于提高公司长期核心竞争力与持续盈利能力，符合公司的长期战略规划，不存在损害公司或中 小投资者的利益的情况。 格隆汇2月10日丨新瀚新材(301076.SZ)公布，为推进落实公司战略规划，公司于2026年2月9日召开第四 届董事会第十一次会议，会议审议通过了《关于拟与南京江北新材料科技园签订项目投资入园协议的议 案》，公司拟与南京江北新材料科技园管理办公室签署《项目投资入园协议》并在南京江北新材料科技 园投资建设高性能树脂、复合材料及核心单体一体化项目，项目分两期建设，预计总投资20亿元。该议 案尚需提交公司股东会审议。 ...