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首开股份(600376.SH):开展商业不动产REITs申报发行工作
Ge Long Hui A P P· 2026-02-10 08:12
Core Viewpoint - The company is issuing commercial real estate REITs to enhance the value of its commercial assets and support sustainable development, aligning with national policies for high-quality capital market development [1][2] Group 1: Company Actions - The company approved the issuance of commercial real estate REITs at its board meeting on February 9, 2026, as a strategic move to activate its commercial assets and enhance long-term value [1] - The establishment of the commercial real estate REITs platform aims to create a comprehensive asset operation model covering investment, financing, construction, management, and exit [1] - The issuance of REITs will not constitute a related party transaction or a significant asset restructuring as defined by relevant regulations [1] Group 2: Industry Implications - The issuance of commercial real estate REITs is a significant step for the company to leverage innovative financing tools, optimize resource allocation in the industry, and support the development of a new real estate model [2] - This initiative is expected to broaden financing channels, effectively activate existing assets, and enhance the quality and efficiency of asset operations, contributing to sustainable development [2]
大秦铁路(601006.SH):1月核心经营资产大秦线完成货物运输量3128万吨,同比增长5.00%
Ge Long Hui A P P· 2026-02-10 08:12
Core Viewpoint - The company reported a 5% year-on-year increase in cargo transportation volume on the Daqin Line, reaching 31.28 million tons in January 2026, indicating strong operational performance [1] Group 1: Operational Performance - The average daily transportation volume on the Daqin Line was 1.009 million tons [1] - The company operated an average of 84.6 heavy trains per day on the Daqin Line [1] - Among these, an average of 44.5 trains carrying 20,000 tons were operated daily [1]
智洋创新(688191.SH):继续停牌
Ge Long Hui A P P· 2026-02-10 08:10
Core Viewpoint - The company Zhiyang Innovation (688191.SH) is unable to resume trading on February 11, 2026, due to significant uncertainties surrounding ongoing transactions, leading to an extension of its stock suspension for up to five trading days [1] Group 1 - The company is actively advancing various aspects of the ongoing transaction [1] - The stock suspension is in accordance with the Shanghai Stock Exchange's regulations to ensure fair information disclosure and protect investor interests [1] - The expected duration of the stock suspension is no more than five trading days [1]
研报掘金丨国投证券:予豪迈科技“买入-A”评级,目标价95.84元
Ge Long Hui A P P· 2026-02-10 08:05
Core Viewpoint - The report from Guotou Securities highlights that Haomai Technology, a leader in integrated casting and machining, is benefiting from the synergy of the tire, gas turbine, wind power, and machine tool industries, leading to continuous growth in revenue and profit per capita [1] Group 1: Company Performance - The company has established a management philosophy of "improvement is innovation, and everyone can innovate," sharing development results with grassroots employees [1] - The founder, Zhang Gongyun, has increased his shareholding multiple times since the company went public, indicating confidence in the company's future [1] - From 2008 to 2024, the company's revenue and net profit attributable to shareholders are expected to achieve a CAGR of 21.0% and 18.3% respectively, demonstrating strong operational performance across cycles [1] Group 2: Market Outlook - The company is expected to achieve simultaneous improvements in market share and profitability due to the resonance of various business sectors [1] - A target price of 95.84 yuan has been set for the next six months, corresponding to a 25x PE for 2026, with a "Buy-A" rating assigned [1]
赛科希德(688338.SH):股东张海英累计减持19.21万股公司股份
Ge Long Hui A P P· 2026-02-10 08:03
格隆汇2月10日丨赛科希德(688338.SH)公布,近日,公司收到张海英女士出具的《关于减持结果的告知 函》,截至2026年2月9日,公司股东张海英女士通过集中竞价方式累计减持公司股份19.21万股,占公 司总股本的0.1810%。本次减持计划实施完毕。 ...
阿斯利康2025年产品销售额增长9%至超555亿美元,预期今年将保持增长势头
Ge Long Hui A P P· 2026-02-10 08:00
格隆汇2月10日|英国制药巨头阿斯利康公布2025年业绩,全年总营收达到587.39亿美元,按固定汇率 计同比增长8%,主要得益于肿瘤、心血管和罕见病业务板块的增长;其中,产品销售额为555.73亿美 元,同比增长9%;核心每股收益为9.16美元,同比增长11%。就2025年第四季度而言,总营收为155.03 亿美元,同比增长2%;核心每股收益为2.12美元,同比下滑2%。 展望2026年,阿斯利康预计总营收将实现中高个位数百分比的增长,核心每股收益将实现低两位数百分 比的增长。 阿斯利康首席执行官Pascal Soriot表示:"2025年,公司在各个治疗领域都取得了强劲的商业表现,研发 管线进展顺利。公司公布了16项积极的三期临床试验结果,目前拥有16款重磅药物。展望2026年,公司 将继续保持增长势头,期待今年公布超过20项三期临床试验的结果。"公司宣布派发第二次中期股息, 每股2.17美元;2025年总股息增长3%至每股3.2美元。 ...
飞凯材料(300398.SZ):下属公司通过高新技术企业重新认定
Ge Long Hui A P P· 2026-02-10 07:58
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。 ...
民和股份(002234.SZ):1月商品代鸡苗销售收入3726.78万元
Ge Long Hui A P P· 2026-02-10 07:56
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]
中南传媒(601098.SH):副董事长杨壮辞职
Ge Long Hui A P P· 2026-02-10 07:55
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]
京东外卖宣布开启百城年夜饭预定
Ge Long Hui A P P· 2026-02-10 07:55
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。 ...