Ge Long Hui A P P
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海格通信(002465.SZ):股东杨海洲拟减持不超过400万股公司股份
Ge Long Hui A P P· 2026-02-12 09:23
Core Viewpoint - The shareholder Mr. Yang Haizhou plans to reduce his stake in Haige Communication by selling up to 4 million shares within three months after a 15 trading day period from the announcement date [1] Group 1: Shareholder Information - Mr. Yang Haizhou holds 24.4251 million shares, accounting for approximately 0.9920% of the company's total share capital after excluding shares in the repurchase account [1] - The planned reduction of shares represents about 0.1624% of the company's total share capital after excluding shares in the repurchase account [1]
美股异动|思科盘前大跌近8%,AI需求爆发上调全年指引,但本季度毛利率指引不升反降
Ge Long Hui A P P· 2026-02-12 09:22
Group 1 - Cisco (CSCO.US) shares fell 7.74% to $78.92 in pre-market trading [1] - In Q2, Cisco's revenue increased by 10% year-over-year, exceeding expectations [1] - Orders for AI infrastructure from large cloud providers accelerated significantly to $2.1 billion [1] Group 2 - The revenue guidance for the current fiscal year has been raised by at least 1% [1] - The revenue guidance for Q3 is above expectations, but the gross margin guidance is expected to decline by over 3 percentage points year-over-year to 65.5% [1]
世联行(002285.SZ):拟减少全资子公司世联小贷注册资本4亿元
Ge Long Hui A P P· 2026-02-12 09:14
格隆汇2月12日丨世联行(002285.SZ)公布,根据深圳世联行集团股份有限公司发展战略,为了提升资源 配置效率和效果,拟减少全资子公司深圳市世联小额贷款有限公司(简称"世联小贷")注册资本4亿元人 民币(最终减资金额以相关部门核准结果为准)。 ...
龙虎榜丨晶晨股份今日涨15.75%,2家机构专用席位净买入2.14亿元
Ge Long Hui A P P· 2026-02-12 09:12
Group 1 - The core point of the article is that Jingchen Co., Ltd. experienced a significant stock price increase of 15.75% today, with a trading volume of 3.123 billion yuan and a turnover rate of 8.08% [1] - The Shanghai Stock Connect special seat bought 418 million yuan and sold 212 million yuan, indicating strong interest from institutional investors [1] - Two institutional special seats had a net purchase of 214 million yuan, while one institutional special seat had a net sale of 27.4459 million yuan, reflecting mixed sentiment among institutions [1]
研报掘金丨江海证券:予柏楚电子“增持”评级,目标价格168.84元
Ge Long Hui A P P· 2026-02-12 09:12
Core Viewpoint - The report from Jianghai Securities highlights that Bichu Electronics has a strong competitive edge in the laser cutting control system market due to its integrated hardware and software solutions, with consistent high growth in performance over recent years [1] Company Performance - Bichu Electronics has shown steady revenue growth, increasing from 376 million yuan in 2019 to an estimated 1.735 billion yuan in 2024, resulting in a 5-year CAGR of 35.78% [1] - The company maintains a leading market share in the low and medium power laser cutting control systems [1] Industry Trends - The demand for laser equipment is rapidly increasing in various sectors such as new energy vehicles, shipbuilding, rail transportation, machinery manufacturing, and aerospace, driven by China's economic transition towards advanced manufacturing [1] - The domestic laser equipment market is experiencing a fast growth trend due to these industry demands [1] Valuation and Rating - Based on the average industry valuation, Bichu Electronics is initially covered with a valuation of 36x, with an expected EPS of 4.69 yuan for 2026 and a target price of 168.84 yuan, receiving an "Accumulate" rating [1]
百润股份(002568.SZ):刘晓东累计转让“百润转债”120万张
Ge Long Hui A P P· 2026-02-12 09:07
Core Viewpoint - The company Baijun Co., Ltd. (002568.SZ) announced that Mr. Liu Xiaodong will transfer a total of 1.2 million shares of "Baijun Convertible Bonds" through competitive trading from November 3, 2021, to February 11, 2026, which accounts for 10.66% of the total issuance of the company's convertible bonds [1] Group 1 - The total number of convertible bonds to be transferred is 1.2 million [1] - The percentage of the total issuance represented by the transferred bonds is 10.66% [1] - The transfer period spans from November 3, 2021, to February 11, 2026 [1]
中国移动(600941.SH):执行董事兼首席执行官何飚辞任

Ge Long Hui A P P· 2026-02-12 09:05
格隆汇2月12日丨中国移动(600941.SH)公布,公司董事会宣布,何飚先生因工作调动原因辞任公司执行 董事、首席执行官和可持续发展委员会委员的职务,自2026年2月12日起生效。何飚先生已确认与董事 会并无不同意见,而就其辞任一事,亦无任何事项需要通知公司股东。 ...
龙虎榜丨中材科技两连板创新高,深股通净买入5.26亿元,四机构净买入1.36亿元
Ge Long Hui A P P· 2026-02-12 09:05
| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 深股通专用 | | 957次 47.13% 2 | 98426.86 | 15.58% | | 2 机构专用 | | 2021次 41.61% | 12051.13 | 1.91% | | 3 机构专用 | | 2021次 41.61% | 9168.13 | 1.45% | | 4 | 开源证券股份有限公司西安太华路证券营业部 | 128次 42.19% | 4986.99 | 0.79% | | 5 | 广发证券股份有限公司郑州农业路证券营业部 | 40次 32.50% | 4497.89 | 0.71% | | | (买入前5名与卖出前5名)总合计: | | 155393.06 | 24.60% | 格隆汇2月12日|中材科技(002080.SZ)今日涨停两连板,股价创历史新高,换手率7.73%,成交额63.17亿元。龙虎榜数据显示,深股通买入9.84亿元,卖出 4.58亿元,净买入5.26亿元;四家机构买入4.75亿元,卖出3.39亿元,净买入1.36亿元。上 ...
烽火通信(600498.SH):部分董事、高管未实施减持,提前终止减持股份计划
Ge Long Hui A P P· 2026-02-12 09:03
公司于2026年2月11日在上海证券交易所网站披露了《烽火通信科技股份有限公司部分董事、高级管理 人员减持股份计划公告》(公告编号:2026-003)。上述减持主体拟从2026年3月13日至2026年6月12日期 间,通过上海证券交易所证券交易系统以集中竞价交易方式减持公司股份,合计拟减持不超过34.83万 股,减持主体减持股数均不超过其本人上年末持股总数的25%,减持价格将按照减持实施时的市场价格 确定。 近日公司收到上述减持主体出具的《关于提前终止减持计划暨减持股份结果的告知函》,截至本公告披 露日,上述减持主体未实施减持,基于对公司持续稳定发展的信心以及自身资金需求的变化,决定提前 终止本次减持股份计划。 格隆汇2月12日丨烽火通信(600498.SH)公布,董事、高级管理人员持股的基本情况:截至本公告披露 日,公司董事长曾军先生等部分董事、高管合计持有公司股份139.33万股,占公司当前总股本的 0.1026%。 ...
研报掘金丨国泰海通:维持湖南裕能“增持”评级,2026年业绩有望实现进一步增长
Ge Long Hui A P P· 2026-02-12 09:03
Core Viewpoint - The report from Guotai Junan Securities indicates that Hunan Yuneng is expected to experience rapid growth in both shipment scale and profitability by 2025, benefiting from the current lithium battery upcycle [1] Group 1: Company Performance - Hunan Yuneng, as a leader in the lithium iron phosphate industry, is poised to fully benefit from the current lithium battery upcycle [1] - The company's lithium iron phosphate cathode material shipment volume has seen rapid growth due to surging demand from the downstream electric vehicle and energy storage markets [1] Group 2: Future Projections - By 2026, the demand for energy storage and electric vehicles is expected to further release, with the company's lithium iron phosphate shipment volume projected to reach 1.4 to 1.5 million tons [1] - Considering comparable companies in the industry, a price-to-earnings ratio of 19 times is assigned for 2026, with a target price adjustment to 105.64 yuan, maintaining a "buy" rating [1]