登录新浪财经APP 搜索【信披】查看更多考评等级 2026年2月5日，广东凯普生物科技股份有限公司（以下简称"凯普生物"或"公司"）发布公告称，持股 5%以上股东云南众合之企业管理有限公司（以下简称"云南众合之"）计划在未来3个月内减持公司股 份，减持数量不超过1939.5万股，占公司总股本的3%。 减持计划核心内容 云南众合之出具的《股份减持计划告知函》。 （注：本文数据均来自凯普生物公告原文） 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，不代表新浪财经观 点，任何在本文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑 问，请联系biz@staff.sina.com.cn。 截至公告披露日，云南众合之持有凯普生物无限售流通股份4014.7564万股，占公司总股本的6.21%。值 得注意的是，其持有的股份中，已有2593万股处于质押状态，占其持股总数的64.59%。 公告同时提到，云南众合之的自然人股东黄伟雄、谢龙旭分别担任凯普生物副董事长、职工代表董事。 二人在公司首次公开发行时承诺"任职期间每年转让的股份不超过其直接或间接所持公司股份总数的 25% ...

Core Viewpoint - ST Xifa plans to acquire a 50% stake in Tibet Lhasa Beer Co., Ltd. from Carlsberg for 292 million yuan, marking the end of a decade-long equity dispute [1] Group 1: Transaction Details - The acquisition price of 292 million yuan is only half of the assessed value of approximately 590 million yuan for the 50% stake, indicating differing evaluations and negotiation power between the parties [1] - Carlsberg has been seeking to exit since 2016, with previous attempts to transfer the stake failing [1][2] Group 2: Financial Implications - Lhasa Beer is crucial for ST Xifa's survival, contributing 390 million yuan in revenue and 102 million yuan in net profit in 2024, while ST Xifa's overall revenue was only 421 million yuan with a net profit of 26.2 million yuan [1] - The company has faced significant delays in its pre-restructuring process, with over 20 extensions, the latest being until February 25, 2026 [2] Group 3: Operational Challenges - Lhasa Beer's market share has declined from 60% to around 30%, and the company faces challenges in product structure transformation [3] - The actual production volumes for Lhasa Beer have decreased significantly, with capacity utilization rates consistently below 50% [3]

合规操作保障回购有序推进 登录新浪财经APP 搜索【信披】查看更多考评等级 2月4日，中顺洁柔纸业股份有限公司（以下简称"中顺洁柔"）发布回购股份进展公告，截至2026年2月3 日，公司通过集中竞价交易方式累计回购股份2625.46万股，占公司当前总股本比例约2.04%，成交总金 额达2.0029亿元（不含交易费用）。此次回购是公司此前调整后回购方案的重要进展，部分股份已用于 员工持股计划。 回购方案历经两次调整 资金规模与来源双扩容 回溯公告信息，中顺洁柔的回购计划并非一蹴而就，而是经历了两次重要调整。公司最初于2025年4月2 日经董事会审议通过回购方案，拟使用自有资金回购3000万-6000万元，回购价格不超过9.77元/股。 随后，公司于2025年对回购方案进行首次调整，将回购资金总额上限提升至1.1亿-1.6亿元，其他条款保 持不变。同年，公司再次调整方案，进一步将回购资金总额上调至"不低于1.6亿元（含），不超过2.1亿 元（含）"，同时将资金来源从"自有资金"调整为"自有资金和自筹资金（含银行回购专项贷款等）"， 为回购实施提供了更充足的资金支持。 回购实施进展：最高成交价8.69元/股 230 ...

交易预案提醒投资者，若未来宏观形势、行业情况等发生不利变化，标的公司经营情况不及预期，上市 公司支付的对价将无法得到补偿。 一个刚刚上市不足一年的公司，决定掏空近13亿元人民币现金，收购两家历史复杂的铝业公司，交易双 方却认为不需要设置任何业绩承诺作为保障。 近日，永杰新材近日披露重大资产购买预案，公司拟以支付现金方式收购奥科宁克（中国）投资有限公 司持有的奥科宁克秦皇岛100%股权和奥科宁克昆山95%股权。 本次交易股权对价初步确定为1.80亿美元（折合人民币12.80亿元），包含了股权收购款、贷款偿还金额 及奥科宁克享有的福特收益份额。 本次交易总对价约12.8亿元人民币，将全部以现金支付。资金压力显而易见。截至2025年三季度末，公 司的货币资金6.78亿元，交易性金融资产2.5亿元，合计不到9.5亿元。 永杰新材此次收购的两家标的公司均属于铝压延加工行业，前身均为美国铝业在华核心制造基地。两家 公司的财务状况存在显著差异：秦皇岛公司2024年净利润亏损9434.87万元；但2025年实现扭亏为盈， 净利润为836.78万元。昆山公司2024年实现净利润8865.96万元；2025年净利润8748.69 ...

Core Viewpoint - The acquisition by Chipway Technology in the power semiconductor industry has attracted significant attention due to its unique financing structure involving cash and convertible bonds, despite the company holding substantial liquid assets [1][2]. Group 1: Acquisition Details - Chipway Technology plans to acquire 100% equity of Jishun Technology and 17.15% equity of Shunlei Technology for a total transaction price of 403 million yuan, with approximately 127 million yuan in cash and 276 million yuan in convertible bonds [1][2]. - The company intends to raise up to 50 million yuan through a private placement to no more than 35 specific investors as part of the financing for this acquisition [1]. Group 2: Financial Position and Market Reaction - As of the end of Q3 2025, Chipway Technology holds trading financial assets amounting to 1.936 billion yuan and cash equivalents of 114 million yuan, totaling over 2 billion yuan in broad money [1]. - The decision to issue convertible bonds for a transaction of 403 million yuan raises questions in the market, especially given the company's substantial cash reserves [2]. Group 3: Performance and Future Projections - Chipway Technology's performance has been volatile, with a 10.89% year-on-year decline in net profit attributable to shareholders in the first three quarters of 2025 [3]. - If the acquired company meets its profit commitments, it could contribute at least 35 million yuan to Chipway Technology's net profit in 2025, representing approximately 31% of the company's projected net profit for 2024 [3]. - The target company, Shunlei Technology, specializes in the research, production, and sales of power devices, with projected revenue of 217 million yuan and a net profit of 38.79 million yuan for 2024 [2].

出品：新浪财经创投Plus 编辑整理：易舍 据中国基金业协会数据显示，2026年1月新增登记的私募股权、创业投资基金管理人共8家，同比、环比均下降62.5%；月内已注销的私募股权、创业投资基 金管理人共38家，超六成为主动注销；新增备案私募股权投资基金、创业投资基金分别为140只、408只，合计新增548只，与2025年12月相比减少20.6%， 较2025年同期显著增长66.1%。 投资端呈现出相似趋势。基于公开数据不完全统计，1月国内一级市场共发生644起股权投资事件，披露投资金额总和约为529.99亿元，对比2025年同期分别 增长2.1%、55.5%，较2025年年末分别减少16.1%、11.1%。1月平均单笔投资额约为8229.59万元，同比、环比分别增长52.5%、6.0%。 值得关注的是，AI基础大模型独角兽「阶跃星辰」完成超50亿元B+轮融资，刷新近一年内同赛道单笔最高融资纪录。旷视科技创始人、千里科技董事长印 奇出任公司董事长，负责整体战略节奏与技术方向制定。该笔标志性大额投资金额约占本月披露投资总额9.4%。 从阶段分布来看，早期阶段的种子轮、天使轮和Pre-A轮投资事件共有261起，约占 ...

Group 1 - The core viewpoint of the news is that Jiusiyuan's stock has shown fluctuations, with a recent increase in price and notable trading activity, while the company faces a decline in revenue and profit year-on-year [1][2][3] Group 2 - As of February 4, Jiusiyuan's stock price increased by 2.02% to 34.36 yuan per share, with a trading volume of 4.22 billion yuan and a market capitalization of 428.40 billion yuan [1] - Year-to-date, Jiusiyuan's stock has decreased by 1.21%, with a 6.64% increase over the last five trading days, but a decline of 2.30% over the last 20 days and 12.39% over the last 60 days [2] - The company's main business involves the production and sale of liquor, with revenue composition as follows: Special A+ class 62.05%, Special A class 32.78%, A class 3.44%, B class 1.22%, C and D classes 0.48%, and others 0.04% [2] - As of September 30, the number of Jiusiyuan shareholders was 66,300, an increase of 5.09% from the previous period, while the average circulating shares per person decreased by 4.84% to 18,798 shares [2] - For the period from January to September 2025, Jiusiyuan reported revenue of 8.881 billion yuan, a year-on-year decrease of 10.66%, and a net profit attributable to shareholders of 2.549 billion yuan, down 17.39% year-on-year [2] - Jiusiyuan has distributed a total of 6.835 billion yuan in dividends since its A-share listing, with 3.653 billion yuan distributed in the last three years [3] - As of September 30, 2025, the second-largest circulating shareholder is the China Securities White Wine Index A, holding 61.7143 million shares, while the Hong Kong Central Clearing Limited has exited the top ten circulating shareholders [3]

Core Viewpoint - China Energy Construction Co., Ltd. (China Energy) has shown a mixed performance in stock price and financial metrics, with a recent increase in stock price but a decline in net profit year-on-year [1][3]. Group 1: Stock Performance - On February 4, China Energy's stock price increased by 2.08%, reaching 2.45 CNY per share, with a trading volume of 9.94 billion CNY and a turnover rate of 1.27%, resulting in a total market capitalization of 102.14 billion CNY [1]. - Year-to-date, the stock price has risen by 4.26%, with a slight decline of 0.41% over the last five trading days, a 3.38% increase over the last 20 days, and a 0.41% decrease over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, China Energy reported a revenue of 323.54 billion CNY, reflecting a year-on-year growth of 9.62%. However, the net profit attributable to shareholders decreased by 12.43% to 3.16 billion CNY [3]. - Since its A-share listing, China Energy has distributed a total of 4.69 billion CNY in dividends, with 3.75 billion CNY distributed over the past three years [3]. Group 3: Company Overview - China Energy, established on December 19, 2014, and listed on September 28, 2021, primarily engages in construction contracting, operating through five business segments: surveying and design, engineering construction, equipment manufacturing, civil blasting and cement production, and investment and other businesses [2]. - The revenue composition of China Energy is as follows: engineering construction accounts for 81.18%, industrial manufacturing 7.42%, investment operations 6.80%, surveying and design 4.07%, and other businesses 0.53% [2].

Core Viewpoint - Mindray Medical's stock price has shown fluctuations, with a recent increase of 2.10% to 192.11 CNY per share, while the company faces a decline in revenue and profit year-on-year [1][2]. Group 1: Stock Performance - As of February 4, Mindray Medical's stock price increased by 2.10%, reaching 192.11 CNY per share, with a trading volume of 1.136 billion CNY and a turnover rate of 0.50% [1]. - Year-to-date, the stock price has risen by 0.87%, with a 5-day increase of 2.15%, but a decline of 4.36% over the past 20 days and 7.64% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Mindray Medical reported a revenue of 25.834 billion CNY, a year-on-year decrease of 12.38%, and a net profit attributable to shareholders of 7.570 billion CNY, down 28.83% year-on-year [2]. - Since its A-share listing, Mindray Medical has distributed a total of 35.336 billion CNY in dividends, with 25.025 billion CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Mindray Medical reached 108,800, an increase of 18.86% from the previous period, while the average number of circulating shares per person decreased by 15.87% to 11,139 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 117 million shares, a decrease of 14.736 million shares from the previous period [3].

02月04日消息，截止13:20，太空光伏板块强势，中来股份、拓日新能涨停，乾照光电等个股涨幅居 前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...