格隆汇2月9日丨联盛化学(301212.SZ)公布，控股股东联盛集团和一致行动人台州高投计划以集中竞价 交易方式和大宗交易方式减持其持有的本公司股份合计不超过3%。其中，以集中竞价交易方式减持 的，在任意连续90个自然日内，减持股份的总数合计不得超过公司股份总数的1%；通过大宗交易方式 减持的，在任意连续90个自然日内，减持股份的总数合计不得超过公司股份总数的2%。 ...

格隆汇2月9日丨华兰股份(301093.SZ)公布，董事会同意公司全资子公司海南灵擎数智医药科技有限公 司（在本公告里简称"灵擎数智"）与美国Insilicom LLC前首席技术官俞开先先生（CTO）及美国科学院 院士LIU JUN（刘军）先生领衔的技术团队开展合作，即灵擎数智、持股平台1（将由灵擎数智与俞开 先所控制的公司共同出资设立）、持股平台2【将由俞开先所控制的公司与LIU JUN（刘军）共同出资 设立】拟以自有资金共同出资设立一家合资公司。其中，灵擎数智控股合资公司，合资公司将纳入公司 合并报表范围。 合资公司拟聚焦于以知识图谱为核心的药物重定向与药物警戒相关服务，通过整合多源异构数据，为药 物研发与安全管理提供智能化解决方案，具体经营范围以工商登记信息为准。 ...

格隆汇2月9日｜俄罗斯的原油产量在1月连续第二个月下降，原因是美国制裁导致其原油销售面临困 难。据知情人士透露，俄罗斯上月平均日产原油928万桶，该数据不包括凝析油产量。这一数字较12月 本已降低的水平又减少了4.6万桶/日，且比俄罗斯在与欧佩克+协议中允许的产量低了近30万桶/日。在 俄罗斯原油产量下降之际，油轮上储存的俄油数量持续增长，表明在美国对俄施压力度加大的背景下， 部分货物需耗费较长时间才能找到买家。本月早些时候，美国总统特朗普表示，为换取新德里停止从俄 罗斯购买石油，他已取消对印度加征的25%额外关税。截至2月初，海上积压的俄罗斯原油量已达1.43 亿桶，较一年前几乎翻倍，较11月下旬增长逾四分之一。 ...

Group 1 - The core point of the article is that ST Jinglan (000711.SZ) has experienced a significant stock price increase of 69.64% from January 23, 2026, to February 9, 2026, despite no major changes in the company's performance [1] - The company warns that the stock price has severely deviated from its performance, indicating potential risks for investors participating in trading [1] - There is a possibility that if the stock price continues to rise abnormally, the company may apply for a trading suspension for verification [1]

Group 1 - The core point of the article is that shareholders of Lian Technology (300603.SZ) plan to reduce their holdings of shares within a specified timeframe [1] Group 2 - The shareholder Jiuyi Steady Growth No. 1 Private Securities Investment Fund intends to reduce its holdings by up to 2.419 million shares, accounting for 0.5255% of the company's total share capital, from March 11, 2026, to June 10, 2026 [1] - Director Ge Liangdi plans to reduce her holdings by up to 2 million shares, representing 0.4345% of the company's total share capital, during the same period [1]

格隆汇2月9日丨崧盛股份(301002.SZ)公布，控股股东、实际控制人王宗友先生及控股股东、实际控制 人田年斌先生（二者互为一致行动人）计划在本公告披露之日起15个交易日后的3个月内以集中竞价方 式和/或大宗交易方式合计减持公司股份不超过3.00%。 董事兼副总经理邹超洋先生计划在本公告披露之日起15个交易日后的3个月内以集中竞价方式减持公司 股份不超过50万股（含）（即不超过公司总股本的0.37%）。 股东淮安崧盛投资合伙企业（有限合伙）（简称"崧盛投资"）计划在本公告披露之日起15个交易日后的 3个月内以集中竞价方式和/或大宗交易方式合计减持公司股份不超过1.63%。 ...

格隆汇2月9日｜美国银行将LUMENTUM目标价从520美元上调至600美元。 ...

Core Viewpoint - The company Mengguli (301487.SZ) plans to invest in a lithium-ion battery cathode material project with an annual production capacity of 30,000 tons, with a total investment of 929 million RMB [1] Group 1: Project Overview - The project aims to produce 5,000 tons of high-voltage lithium cobalt oxide, 10,000 tons of NCA materials, and 15,000 tons of ultra-high nickel ternary materials upon completion [1] - The project will establish four production lines for lithium-ion battery cathode materials, with a total annual capacity of 30,000 tons [1] Group 2: Project Phases - The first phase of the project will include the construction of two production lines with a total capacity of 15,000 tons, consisting of one NCA material line (10,000 tons) and one high-voltage lithium cobalt oxide line (5,000 tons) [1] - The second phase will involve the establishment of two ultra-high nickel ternary material production lines, with a total capacity of 15,000 tons [1]

Core Viewpoint - The company, Dayang Electric (002249.SZ), has announced the progress of its employee stock ownership plan, indicating a commitment to employee engagement and investment in the company's future [1] Group 1: Employee Stock Ownership Plan - As of February 9, 2026, the "Top Wolf Plan Phase Five" employee stock ownership plan has acquired a total of 1.7092 million shares through secondary market trading, representing 0.07% of the company's total share capital [1] - The total transaction amount for the shares purchased is approximately 18.295 million yuan, with an average transaction price of about 10.70 yuan per share [1] - The stock purchases have been completed without exceeding the subscription limit approved by the shareholders' meeting, and the shares will be locked for a period of 12 months from the announcement date, specifically from February 10, 2026, to February 9, 2027 [1]

Core Viewpoint - The company reported a stable revenue growth in 2025 despite facing external pressures and industry cyclicality, with total revenue reaching 21.301 billion yuan, but experienced significant declines in profit due to various factors [1][2]. Group 1: Financial Performance - In 2025, the company achieved an operating income of 21.301 billion yuan, maintaining stable growth overall [1]. - The total profit and net profit attributable to shareholders were 2.664 billion yuan and 2.124 billion yuan, respectively, representing year-on-year declines of 29.24% and 36.69% [1]. Group 2: Industry Challenges - The defense sector faced significant revenue declines due to industry cyclicality and weak demand, compounded by stringent sustainability requirements [1]. - Rising prices of precious metals and bulk materials negatively impacted the company's profitability [1]. Group 3: Strategic Initiatives - The company continued to enhance its core capabilities by establishing high-end interconnect technology industrial parks and implementing projects like the Tianjin industrial base [2]. - The company is focusing on innovation-driven development, accelerating the incubation of new businesses and expanding into sectors such as data centers, commercial aerospace, deep-sea equipment, and low-altitude economy [2]. - The company has made significant progress in digital intelligence capabilities, completing over 60 automated production lines and two intelligent warehousing and logistics systems [2]. Group 4: Market Position and Future Outlook - The company has solidified its position as a preferred supplier in the defense sector and is actively exploring emerging fields such as unmanned systems and deep-sea technologies [2]. - In the civil high-end manufacturing sector, the company reported rapid growth in large aircraft, new energy vehicles, and data center businesses [2]. - The company aims to strengthen market development, improve internal operational quality, and navigate opportunities and challenges to achieve high-quality growth and provide good returns to shareholders [2].