格隆汇2月6日丨捷强装备(300875.SZ)公布2026年员工持股计划，本次员工持股计划的股份来源为公司 回购专用账户回购的股份。本次员工持股计划经公司股东会审议通过后，将通过非交易过户等法律法规 允许的方式受让公司回购专用证券账户所持有的公司股份。本次员工持股计划受让公司回购专用证券账 户所持有的公司股份的受让价格为20.88元/股，为本次员工持股计划草案公告前20个交易日公司股票交 易均价的50%。 ...

Core Viewpoint - The company plans to utilize excess raised funds totaling 33.83 million yuan for acquiring equity stakes and increasing capital in Fujian Zhongtan, thereby gaining control over the company [1] Group 1: Equity Acquisition - The company intends to acquire a 15.71% equity stake in Fujian Zhongtan from Xinjiang Jintu for 7.15 million yuan, corresponding to a capital contribution of 5.5 million yuan [1] - Additionally, the company plans to acquire a 12.86% equity stake in Fujian Zhongtan from Zhangzhou Gulei for 5.85 million yuan, corresponding to a capital contribution of 4.5 million yuan [1] Group 2: Capital Increase - Following the equity acquisitions, the company aims to increase the capital of Fujian Zhongtan by 20.83 million yuan, with 16.02 million yuan allocated to registered capital and 4.81 million yuan to capital reserves, raising the registered capital from 35 million yuan to 51.02 million yuan [1] - The total funds utilized for the transactions, including intermediary fees not exceeding 500,000 yuan, will amount to no more than 34.33 million yuan [1] Group 3: Business Operations - Fujian Zhongtan primarily engages in the production and sales of negative electrode coating materials and the sales of by-product blending oil raw materials [1] - The company has completed trial production and is expected to commence formal production in 2026 [1]

格隆汇2月6日丨飞凯材料（维权）(300398.SZ)公布，为优化公司产业布局，探索在新材料领域的战略 发展机会，公司拟以现金增资的形式向景德镇奈创陶瓷投资人民币2,000万元，其中，人民币1,666.67万 元计入景德镇奈创陶瓷的注册资本，剩余人民币333.33万元计入资本公积，其他现有股东放弃本次增资 优先认购权。 标的公司主营业务为精密陶瓷基板的研发、生产与销售，主要产品为通信射频、激光器件、硅光模块及 芯片封装领域提供高性能金属化陶瓷散热基板。随着第三代半导体、车规级芯片、光通信模块等先进应 用的快速落地，陶瓷基片等无机材料在高端制造领域展现出巨大的市场需求和产业机遇。公司已在有机 合成精细化工材料领域形成了较为完善的业务布局，但无机材料领域尚处于空白。本次公司通过股权增 资方式投资标的公司，是公司切入并布局无机材料领域的重要探索，有利于公司未来形成有机- 无机材 料双轮驱动的业务结构，拓展战略发展空间。 ...

Core Insights - Under Armour reported third-quarter net revenue of $1.33 billion, exceeding the estimate of $1.31 billion [1] - The adjusted earnings per share for the third quarter were $0.090 [1] - The company's inventory for the third quarter was $1.07 billion, lower than the expected $1.18 billion [1] - Under Armour expects adjusted earnings per share for the full year to be between $0.10 and $0.11 [1]

格隆汇2月6日｜美国银行策略师表示，在科技巨头吸引力下降之际，美国中小盘股票是中期选举前的最 佳配置方向。由Michael Hartnett领衔的团队指出，特朗普为压低能源、医疗、信贷、住房和电力价格而 采取的"激进干预"措施正对能源巨头、制药商、银行以及大型科技公司等板块形成压力，这使得在中期 选举临近之际，中小盘股票成为这一轮"繁荣"的主要受益者。近期，投资者因担忧人工智能带来的冲击 而加速从科技股中轮出资金，转而寻找有望受益于特朗普政府降低生活成本举措的交易机会。同时，对 经济增长前景改善更为敏感的一大类公司也跑赢大盘。美国银行指出，从"轻资产"向"重资产"商业模式 的转变，意味着"科技七巨头"的市场主导地位正面临"重大威胁"。 ...

Core Viewpoint - The company Huaying Agriculture (002321.SZ) has approved a partnership with Shuyang Zhongke Poultry Co., Ltd. to establish a new company, Heze Yihua Poultry Co., Ltd., focusing on the breeding and incubation of white feather meat ducks [1] Group 1: Partnership and New Company Formation - The board of directors approved the proposal to sign a cooperation agreement with Shuyang Zhongke Poultry Co., Ltd. [1] - The new company, Heze Yihua Poultry Co., Ltd., will be jointly funded by Huaying Agriculture and Shuyang Zhongke Poultry Co., Ltd. [1] Group 2: Asset Leasing Agreement - Heze Yihua Poultry will lease idle breeding and incubation assets from Huaying Agriculture's wholly-owned subsidiary, Heze Huaying Poultry Co., Ltd. [1] - The initial asset lease agreement is set to last until November 30, 2025, with a new five-year lease agreement proposed to start from March 1, 2026, to February 28, 2031 [1] - The annual rent for the new lease agreement is set at 7.75 million yuan, covering land, buildings, production equipment, and supporting facilities, totaling 38.75 million yuan over the lease term [1]

格隆汇2月6日丨新华制药(000756.SZ)公布，公司于2024年12月9日与NovoSana（Europe）B.V.（挪亚圣 诺（欧洲）公司）签订了《股权收购意向协议》("意向协议")，详情见2024年12月10日刊载于巨潮资讯 网相关公告。基于双方没有达成一致意见，根据协议终止条款，意向协议终止，其所涉及的所有条款均 终止履行。 ...

格隆汇2月6日丨大禹节水(300021.SZ)公布，近日，公司与嘉兴乾瞻衡远创业投资合伙企业（有限合 伙）、慧图科技签订《北京慧图科技（集团）股份有限公司股权转让协议》，以19,237.50万元的价格将 所持有慧图科技28.5%股权转让给乾瞻衡远。本次交易完成后，公司持有慧图科技的股权比例将由 55.1023%下降至26.6023%，慧图科技将不再纳入公司合并报表范围。 ...

格隆汇2月6日丨真爱美家(003041.SZ)公布股票交易风险提示性公告，收购方广州探迹远擎科技合伙企 业（有限合伙）（简称"探迹远擎"）不存在未来12个月内的重大资产重组计划。收购方不存在未来12个 月内对上市公司及其子公司的资产和业务进行出售、合并的计划，收购方不存在未来36个月内通过上市 公司借壳上市的计划或安排。截至目前，公司主营业务仍为毛毯为主的家用纺织品研发、设计、生产与 销售，不涉及人工智能业务，公司主营业务未发生重大变化，公司市场环境或行业政策未发生重大调 整。 ...

格隆汇2月6日｜沪硅产业公告，国家集成电路产业投资基金股份有限公司计划自本公告披露之日起15个 交易日后的3个月内，通过大宗交易或集中竞价方式减持不超过9915.07万股公司股份，即不超过公司总 股本的3%。 ...