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) ...

国盛证券研报指出，汇嘉时代是新疆零售龙头，创新转型价值重估。公司的核心竞争优势在于其密集的 门店网络、深入的本土市场洞察以及多业态协同效应。这些优势使其在新疆地区形成了显著的规模效应 和品牌壁垒。公司积极推动超市调改和购物中心业态升级，创新性地探索"低空经济+消费"新场景，有 望打开第二增长曲线。首次覆盖给予"买入"评级。 ...

东吴证券研报指出，欣旺达与威睿诉讼和解，港股上市推进顺利，动储业务高增长。测算25年欣旺达动 力计提费用12.5-20亿元，相关计提处理非常充分，不会影响26年及之后业绩，本次和解避免陷入长期 的价格战和诉讼战，同时消除对未来港股上市、海外扩张、新客户导入和银行合作等多方面的不确定 性，集中全部精力回归经营基本面。公司26年动力毛利率目标15%，同增2pct，储能目标10-12%，同增 2-3pct，海外客户占比提升（由30%提升至40-50%），并通过技术创新、规模效应、良率提升覆盖未传 导的成本，全年动力扭亏目标不变。由于诉讼事件影响25年盈利、但26、27年公司动储业务出货强劲， 预计25-27年归母净利润14.1/30.3/41.2亿元（原预测值为20.5/30.0/41.1亿元），同比-4%/+115%/+36%， 对应PE为32x/15x/11x，给予26年25x估值，对应目标价41元，维持"买入"评级。 ...

Core Viewpoint - The company, Conch New Materials (000619.SZ), primarily engages in the research, production, and sales of plastic profiles, aluminum profiles, doors and windows, SCR denitration catalysts, and high molecular rollers. The company has not had any contact with Elon Musk's team, and its products are not utilized in the aerospace sector [1] Group 1 - The company specializes in various products including plastic profiles and aluminum profiles [1] - The company has confirmed no engagement with Elon Musk's team [1] - The company's products are not applied in the aerospace industry [1]