格隆汇2月9日丨吉大通信(300597.SZ)公布，公司于2026年1月26日、2026年2月4日分别发布了《吉大通 信关于中选候选人公示的提示性公告》《吉大通信关于项目中选进展的公告》，继前次中选结果公示 后，中国移动采购与招标网于近日再次发布了《2025非年度(第二批)及2026-2027年度规划设计业务非核 心技术配合服务采购-中选候选人公示》(部分标段）以及《2026-2027年度设计院软件成本度量服务非核 心能力技术配合服务集中采购项目-中选候选人公示》，公司为招标项目中选候选人之一。公司预计本 次拟中选份额的预估服务费约为5,104.36万元（含税）。 ...

格隆汇2月9日丨瑞典金融监管局文件显示，H&M集团创始家族通过投资工具Ramsbury Invest于2月4日 购入该公司410,335股股票，斥资约7500万瑞典克朗。 ...

公司于2026年2月8日收到内蒙古自治区监察委员会签发的《解除责令候查通知书》，相关部门已解除对 张阳先生的责令候查措施。目前，公司正常经营，张阳先生正常履职。 格隆汇2月9日丨三博脑科(301293.SZ)公布，2025年7月22日，公司披露了《关于控股股东、实际控制人 之一暨董事长解除留置并变更为责令候查的公告》，相关部门解除了对张阳先生的留置措施，变更为责 令候查措施。 ...

Core Viewpoint - Hangyang Co., Ltd. (002430.SZ) has announced the establishment of a joint venture with Kunlun Trust Co., Ltd. to create the Kunlun Hangyang No. 1 Wealth Management Trust, which will invest in a new company named Shanghai Hangyang Kunlun Gas Co., Ltd. [1] Group 1 - The joint venture will have a registered capital of RMB 21 million [1] - Hangyang Co., Ltd. will contribute RMB 10.71 million, holding a 51% stake in the joint venture [1] - Kunlun Trust will invest RMB 10.29 million, owning a 49% stake in the joint venture [1]

Core Viewpoint - The company, Hangyang Co., Ltd. (002430.SZ), has announced the establishment of a joint venture with Zhongrong New Energy (Kekedala) Co., Ltd. to invest in an air separation unit for industrial gas production [1] Group 1 - The joint venture is named Hangyang Zhongrong Gas (Kekedala) Co., Ltd., pending final approval from the local market supervision administration [1] - The air separation unit will have a capacity of 41,000 Nm3/h and will serve the industrial gas needs of Zhongrong New Energy's project in Xinjiang [1] - The registered capital of the joint venture is set at RMB 60 million, with Hangyang contributing RMB 54 million for a 90% stake, while Zhongrong New Energy will invest RMB 6 million for a 10% stake [1]

Core Viewpoint - The report from Zheshang Securities indicates that Zhao Chi Co., Ltd. is expanding its guarantees by 20 times to support the growth of optical communication, with the third round of vertical integration about to be realized [1] Group 1: Company Developments - Since its listing, Zhao Chi has achieved two rounds of vertical integration in the TV ODM manufacturing and LED full-ecosystem product systems [1] - The rapid progress over the past year suggests that optical communication will become an important track for the company's third integrated consolidation [1] - This vertical layout strategy distinguishes Zhao Chi from other manufacturing companies, indicating a unique operational approach [1] Group 2: Market Valuation - The current market valuation corresponds to price-to-earnings (PE) ratios of 31.55, 23.31, and 16.83 times [1] - The company maintains a "buy" rating based on its future potential for sustained development and expansion [1]

基于优先保障公司自身的生产经营和业务发展需求的考虑，公司将放弃本次增资武汉蔚能的优先认缴出 资权。根据《深圳证券交易所股票上市规则》的规定，公司放弃权利事宜适用连续十二个月累计计算原 则，故公司本次拟放弃C3轮新增注册资本的优先认缴出资权，须与此前已放弃的武汉蔚能C1轮、C2轮 新增注册资本的优先认缴出资权合并计算。公司本次放弃参股公司增资优先认缴出资权事项在公司董事 会决策权限内，无需提交股东会审议批准。本次增资完成后，武汉蔚能仍为公司的参股子公司，公司持 有武汉蔚能股权的比例将由6.70%下降至5.69%（公司实际持股比例将视武汉蔚能本次实际增资结果确 定）。 格隆汇2月9日丨山东威达(002026.SZ)公布，公司参股公司武汉蔚能电池资产有限公司（简称"武汉蔚 能"）拟启动C3轮增资扩股募集资金人民币10亿元项目。目前，合肥海恒新兴产业股权投资基金合伙企 业（有限合伙）、合肥建投新兴产业股权投资基金合伙企业（有限合伙）拟参与本轮增资扩股。经各方 初步协商，合肥海恒新兴产业股权投资基金合伙企业（有限合伙）、合肥建投新兴产业股权投资基金合 伙企业（有限合伙）拟各自出资人民币5亿元。 ...

Group 1 - The core viewpoint of the article is that Hangzhou Oxygen Plant Co., Ltd. has decided to terminate its plan to issue convertible bonds to unspecified objects after careful consideration of various factors [1] Group 2 - The company has been actively and orderly advancing various tasks since the announcement of the convertible bond issuance plan [1] - The decision to terminate the bond issuance was made after a thorough analysis and discussion by the company's board and management, taking into account the company's actual operating conditions and changes in the internal and external environment [1] - The termination reflects the company's overall development planning and strategic considerations [1]

格隆汇2月9日｜有投资者在互动平台向聚辰股份提问：DDR5 SPD价值量较DDR4提升多少？AI服务器 单机内存模组用量相比传统服务器增长多少？聚辰在DDR5 SPD的市场占有率大概多少？ 聚辰股份回复称，当前主流的AI服务器单机内存模组用量超过20根，是传统通用服务器的2倍左右，公 司是全球前二大DDR5 SPD供应商。 ...

Core Viewpoint - Aonong Biological (603363.SH) reported a significant increase in pig sales and inventory for January 2026, indicating a positive trend in its operational performance [1] Group 1: Sales Performance - In January 2026, the company sold 166,600 pigs, representing a year-on-year increase of 35.36% and a month-on-month increase of 2.63% [1] Group 2: Inventory Levels - The company's pig inventory reached 758,600 heads in January 2026, which is a 54.84% increase compared to January 2025 and a 2.05% increase from the end of December 2025 [1] Group 3: Operational Strategy - The company is actively optimizing its pig farming capacity by adjusting breeding layout, scale, and breed structure, while continuing to focus on cost reduction and resource concentration to develop advantageous capacity [1]