格隆汇2月10日丨飞凯材料（维权）(300398.SZ)公布，公司全资子公司安庆飞凯新材料有限公司（简 称"安庆飞凯"）收到由安徽省工业和信息化厅、安徽省财政厅、国家税务总局安徽省税务局联合颁发的 《高新技术企业证书》；公司控股子公司江苏和成显示科技有限公司的全资子公司江苏和成新材料有限 公司（简称"和成新材料"）收到由江苏省科学技术厅、江苏省财政厅、国家税务总局江苏省税务局联合 颁发的《高新技术企业证书》。根据《中华人民共和国企业所得税法》以及国家对高新技术企业的相关 税收规定，安庆飞凯与和成新材料自本次通过高新技术企业重新认定后，将连续3年（即2025年至2027 年）继续享受国家关于高新技术企业的相关优惠政策，并可按15%的税率缴纳企业所得税。 ...

Group 1 - The core point of the article is that Minhe Holdings (002234.SZ) reported a significant decline in both the sales volume and revenue from the sale of broiler chicks in January 2026 compared to the previous year and the previous month [1] Group 2 - In January 2026, the company sold 16.2541 million broiler chicks, representing a year-on-year decrease of 36.89% and a month-on-month decrease of 45.20% [1] - The sales revenue for the same period was 37.2678 million yuan, which reflects a year-on-year decline of 40.55% and a month-on-month decline of 63.81% [1]

Core Viewpoint - The company announced the resignation of Vice Chairman Yang Zhuang due to job adjustments, effective February 10, 2026 [1] Group 1 - The resignation includes multiple positions held by Yang Zhuang: Director, Vice Chairman, Chairman of the Board's Editorial Committee, and member of the Board's Audit Committee [1]

格隆汇2月10日｜京东外卖今天正式宣布，开启百城万店年夜饭预订，除夕夜1对1急送，实现热气腾腾 的团圆饭。即日起至2月16日，京东App秒送频道搜"年夜饭"即可一键下单。这次京东外卖联合百大餐 饮品牌上万家门店，推出68元-1888元多价格带的年夜饭套餐，覆盖北京、上海、广州、深圳、成都等 100多座城市。官方强调，预订年夜饭套餐实付100元以上，送除夕1对1急送；预订1888元以上套餐，赠 全家福冲印服务。 ...

格隆汇2月10日丨康希通信(688653.SH)在投资者互动平台表示，超宽带（UWB）技术是一种基于纳秒 级窄脉冲的无线通信技术，具有厘米级定位精度、高速数据传输、低功耗和强抗干扰能力等核心优势， 广泛应用于室内定位、智能交通、物联网及雷达探测等领域。据AIoT星图研究院数据显示，中国UWB 市场规模增长势头迅猛，预计2026年市场产值将超100亿元，2028年有望达到200亿元左右，整体保持高 速增长态势，行业发展潜力巨大。公司目前已布局多款具备市场前景的超宽带产品，正联合被投企业协 同推进超宽带（UWB）相关产品的研发工作，市场化推广稳步推进中，2026年有望给公司带来相关收 入贡献。 ...

格隆汇2月10日丨金冠电气(688517.SH)公布，近日，南方电网公司2025年主网线路材料第二批框架招标 项目中标候选人公示，公司中标35kV-220kV、500kV线路避雷器产品共2个标包，合计中标金额约 2,886.91万元。公司所披露的中标项目仅为中标金额2,000万元（含）以上项目。本次中标金额约占公司 2024年营业收入的3.88%，中标合同的履行将对公司未来经营业绩产生积极的影响。 ...

Core Viewpoint - XuanTai Pharmaceutical (688247.SH) has participated in the national centralized procurement for the continuation of products from the first to eighth batches, with its product, ursodeoxycholic acid capsules, being proposed for selection in the continuation procurement process [1] Group 1: Procurement Participation - The company has submitted an application for the continuation procurement of products whose agreements have expired, as announced by the continuation procurement office on February 10, 2026 [1] - The proposed selection of the company's product indicates a potential for increased sales and market share [1] Group 2: Impact on Business - If the company signs procurement contracts and implements them, it will likely enhance the sales scale and brand influence, positively affecting future operational performance [1]

Core Viewpoint - Tianfu Communication is expected to achieve a net profit attributable to shareholders of 1.88-2.15 billion yuan in 2025, representing a year-on-year growth of 40.0%-60.0% [1] Financial Performance - The company's net profit for Q4 2025 is projected to be 550 million yuan, reflecting a year-on-year increase of 49.9% but a quarter-on-quarter decrease of 2.8% [1] - Earnings per share (EPS) estimates for 2026, 2027, and 2028 are 2.58, 4.87, and 7.18 yuan respectively, with corresponding price-to-earnings (PE) ratios of 115.4, 61.2, and 41.5 based on the closing price on February 9 [1] Market Dynamics - The growth in performance is attributed to the stable increase in global demand for high-speed optical devices, alongside the company's ongoing efforts in smart manufacturing to reduce costs and improve efficiency [1] - Material bottlenecks are gradually easing, and the 1.6T optical engine is expected to see increased production [1] Competitive Position - The company has become an important player in the supply chain for NVIDIA's CPO through core passive component customization and high-efficiency coupling processes [1] - Tianfu Communication possesses manufacturing capabilities in FAU, optical engine packaging, and ELS modules, which are expected to enhance unit value [1] Future Outlook - Strong demand for 1.6T optical modules driven by capital expenditures in North America is anticipated to benefit major clients in 2026, with potential revenue growth from Scaleout and Scaleup CPO/NPO expected to materialize after 2027 [1]

格隆汇2月10日｜德银分析师指出，软件及科技行业对投机级信贷市场构成历来最重大的集中风险之 一。软件及科技行业在投机级信贷市场中的规模分别达5970亿美元及6810亿美元，占整体比重约14%及 16%。投机级债务涵盖高收益债券、杠杆贷款及美国私募信贷。分析师指出，相关规模属相当可观的未 偿还债务，一旦软件行业违约情况上升，或会拖累整体市场情绪，其潜在影响可与2016年能源行业危机 相提并论。 ...

欣灵电气(301388.SZ)今日盘中一度跌4.5%至34.38元。欣灵电气公布，董事兼总经理张彭春先生计划自本公告披露之日起十五个交易日后的3个月内以集中竞 价方式或大宗交易方式减持本公司股份不超过1.28%。(格隆汇) ...