Group 1 - The core point of the news is that Igor Electric Co., Ltd. has seen a stock price increase of 5%, reaching 44.27 CNY per share, with a trading volume of 364 million CNY and a turnover rate of 2.25%, resulting in a total market capitalization of 18.735 billion CNY [1] - Igor Electric, established on October 15, 1999, and listed on December 29, 2017, is located in Ji'an, Jiangxi Province, and specializes in the research, production, and sales of power supply and power component products for both consumer and industrial sectors [1] - The company's main business revenue composition includes energy products at 74.43%, lighting products at 17.73%, and other products at 7.84% [1] Group 2 - From the perspective of major fund holdings, one fund under the Fuguo Fund has a significant position in Igor, specifically the Fuguo Rui Li Regular Open Mixed Fund A (002908), which held 20,000 shares, accounting for 1.16% of the fund's net value, ranking as the seventh largest holding [2] - The Fuguo Rui Li Regular Open Mixed Fund A has a current scale of 23.6369 million CNY and has achieved a year-to-date return of 6.88%, ranking 3094 out of 8882 in its category, with a one-year return of 20.16%, ranking 5102 out of 8127 [2] - The fund manager, Yuan Yi, has a tenure of 13 years and 127 days, with the fund's total asset size at 26.5 million CNY, achieving the best return of 297.93% and the worst return of -5.13% during the tenure [2]

Group 1 - The Hong Kong stock market for innovative drugs experienced a decline, with the Hong Kong Stock Connect Innovative Drug ETF (520880) dropping by 2%, and major stocks like CSPC Pharmaceutical, China Biologic Products, and Hansoh Pharmaceutical falling over 2% [1] - The market is expected to see a traditional surge during the Chinese New Year holiday, with an average increase of 2% since 2021 [1] - CICC highlights four key sectors in the A-share market: dividends, internet, innovative drugs, and new consumption, which are considered to have long-term investment value [1] Group 2 - Chinese innovative drugs continue to gain traction internationally, with significant business development (BD) deals, including a partnership between Innovent Biologics and Eli Lilly worth up to $8.85 billion [2] - In January, CSPC Pharmaceutical announced a partnership with AstraZeneca valued at up to $18.5 billion, showcasing the global competitiveness of Chinese innovative drugs [2] Group 3 - The Chinese innovative drug sector is entering a commercialization phase, with over 70% of innovative drug companies reporting revenue growth, and companies like BeiGene achieving revenues exceeding 36 billion yuan [3] - Leading companies are starting to achieve profitability, with firms like Innovent Biologics and Rongchang Biologics reaching annual breakeven, and Elysium achieving over 2 billion yuan in net profit [3] - Open Source Securities expresses optimism about the innovative drug sector and its supply chain, as well as emerging industries like AI and biomanufacturing [3] Group 4 - The Hong Kong pharmaceutical sector has adjusted for nearly two quarters, presenting an attractive investment opportunity, particularly through ETFs for efficient capital allocation [3] - The Hong Kong Stock Connect Innovative Drug ETF (520880) focuses on innovative drug R&D companies, with the top ten holdings accounting for over 73% of the portfolio [3]

Group 1 - The core viewpoint of the news is that China Shipbuilding Defense has seen a significant increase in its stock price, rising 5.42% to 36.00 CNY per share, with a total market capitalization of 50.886 billion CNY and a trading volume of 614 million CNY, marking a cumulative increase of 7.29% over three consecutive days [1] - China Shipbuilding Defense's main business involves high-end marine power equipment research, manufacturing, system integration, sales, and services, with revenue composition primarily from ship products (92.37%), followed by ship repair and modification (4.39%), and other categories [1] Group 2 - The fund "Guotai Junan National Security Mixed A" (001838) has entered the top ten circulating shareholders of China Shipbuilding Defense, holding 6.4274 million shares, which is 0.45% of the circulating shares, resulting in a floating profit of approximately 11.8908 million CNY today [2] - The fund has achieved a year-to-date return of 10.26%, ranking 1468 out of 8882 in its category, and a one-year return of 38.74%, ranking 2618 out of 8127 [2] Group 3 - The fund manager of "Guotai Junan National Security Mixed A" is Li Xuan, who has a tenure of 10 years and 76 days, with the fund's total asset size at 3.052 billion CNY [3] - The best return during Li Xuan's tenure is 62.55%, while the worst return is -30.21% [3] Group 4 - "Guotai Junan National Security Mixed A" reduced its holdings in China Shipbuilding Defense by 510,100 shares in the fourth quarter, now holding 5.9173 million shares, which constitutes 5.52% of the fund's net value, making it the seventh-largest holding [4] - The fund has realized a floating profit of approximately 10.9471 million CNY today, with a cumulative floating profit of 13.7282 million CNY over the past three days [4]

2月12日，闻泰科技跌5.14%，截至发稿，报33.42元/股，成交11.22亿元，换手率2.65%，总市值415.96 亿元。 华夏国证半导体芯片ETF（159995）成立日期2020年1月20日，最新规模251.97亿。今年以来收益 9.94%，同类排名1035/5569；近一年收益49.04%，同类排名952/4295；成立以来收益89.97%。 华夏国证半导体芯片ETF（159995）基金经理为赵宗庭。 截至发稿，赵宗庭累计任职时间8年304天，现任基金资产总规模3569.66亿元，任职期间最佳基金回报 116.96%， 任职期间最差基金回报-32.63%。 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 资料显示，闻泰科技股份有限公司位于广东省深圳市罗湖区黄贝街道新秀社区罗沙路5097号银丰大厦B 座一层，成立日期1993年1月11日，上市日期1996年8月28日，公司主营业务涉及房地产开发与经营;以 ...

Group 1 - The core viewpoint of the news is that Siyuan Electric experienced a stock price increase of 5.27%, reaching 217.49 CNY per share, with a trading volume of 803 million CNY and a turnover rate of 0.62%, resulting in a total market capitalization of 170.09 billion CNY [1] - Siyuan Electric Co., Ltd. is located at 3399 Huanning Road, Minhang District, Shanghai, established on December 2, 1993, and listed on August 5, 2004. The company's main business involves the research, development, production, sales, and service of power transmission and transformation equipment [1] - The revenue composition of Siyuan Electric is primarily from the power distribution and transmission equipment industry, accounting for 99.47%, while automotive electronics and electrical products contribute 0.53% [1] Group 2 - From the perspective of fund holdings, one fund under Jiashi Fund has a significant position in Siyuan Electric. Jiashi Rui Xiang Regular Mixed Fund (160726) held 175,100 shares in the fourth quarter, representing 2.52% of the fund's net value, making it the seventh-largest holding [2] - The Jiashi Rui Xiang Regular Mixed Fund (160726) was established on August 3, 2018, with a current scale of 1.073 billion CNY. Year-to-date returns are 6.41%, ranking 3423 out of 8882 in its category; the one-year return is 19.68%, ranking 5154 out of 8127; and since inception, the return is 73.22% [2] - The fund manager of Jiashi Rui Xiang Regular Mixed Fund is Zhang Yuchi, who has been in the position for 3 years and 122 days, with the total asset scale of 1.073 billion CNY. The best and worst fund returns during his tenure are both 17.49% [2]

展望后市，银河证券指出，2026年多个子板块的供需关系有望改善，CPI修复的确定性愈发清晰，新消 费仍具持续性但内部将会轮动，而受益于CPI复苏弹性较大的传统消费有望迎来底部改善，建议关注大 众品板块及白酒板块等相关公司。 还有机构表示，官媒多次发文报道提振消费、扩大内需是2026年经济增长的重要抓手，食品饮料板块作 为内需重要环节，伴随着政策预期转暖，相关板块也有望走出底部。 一键配置吃喝板块核心资产，重点关注食品饮料ETF华宝（515710）。根据中证指数公司统计，食品饮 料ETF华宝（515710）跟踪中证细分食品饮料产业主题指数，约6成仓位布局高端、次高端白酒龙头 股，近4成仓位兼顾饮料乳品、调味、啤酒等细分板块龙头股，前十权重股包括"茅五泸汾洋"、伊利股 份、海天味业等。场外投资者亦可通过食品饮料ETF华宝联接基金（A类012548/C类012549）对吃喝板 块核心资产进行布局。 吃喝板块今日（2月12日）继续回调。反映吃喝板块整体走势的食品饮料ETF华宝（515710）开盘后震 荡下行，截至发稿，场内价格跌1.02%。 成份股方面，白酒、大众品均表现不佳。截至发稿，莲花控股大跌超3%，古井贡酒跌 ...

Group 1 - The core point of the article highlights the recent performance of Xinjing Road, which saw a 5.4% increase in stock price, reaching 17.37 yuan per share, with a trading volume of 8.07 billion yuan and a turnover rate of 7.94%, resulting in a total market capitalization of 112.65 billion yuan [1] - Xinjing Road Group, established on April 18, 1992, and listed on May 7, 1993, is located in Deyang, Sichuan Province. The company primarily engages in the production and operation of chlor-alkali chemicals and plastic products [1] - The revenue composition of Xinjing Road includes resin products at 41.61%, alkali products at 38.43%, and other products at 19.97% [1] Group 2 - From the perspective of major fund holdings, one fund under Jianxin Fund has a significant position in Xinjing Road. Jianxin New Materials Select Stock Fund A (018194) held 654,900 shares in the fourth quarter, accounting for 2.93% of the fund's net value, making it the eighth-largest holding [2] - The Jianxin New Materials Select Stock Fund A, established on August 22, 2023, has a latest scale of 625.69 million yuan and has achieved a year-to-date return of 15.53%, ranking 212 out of 5,569 in its category. Over the past year, it has returned 75.21%, ranking 185 out of 4,295 [2] - The fund manager, Tian Yuanquan, has a tenure of 5 years and 242 days, with the total asset scale of the fund at 5.21 billion yuan. During his tenure, the best fund return was 110.69%, while the worst was -15.79% [2]

2月12日，应流股份涨5.28%，截至发稿，报64.40元/股，成交5.89亿元，换手率1.39%，总市值437.30亿 元。应流股份股价已经连续3天上涨，区间累计涨幅17.68%。 渠淼累计任职时间2年233天，现任基金资产总规模171.65亿元，任职期间最佳基金回报10.99%， 任职 期间最差基金回报-0.58%。 资料显示，安徽应流机电股份有限公司位于安徽省合肥市经济技术开发区繁华大道566号，成立日期 2006年4月25日，上市日期2014年1月22日，公司主营业务涉及 专用设备高端零部件的研发、生产、销 售,产品应用于石油天然气、清洁高效发电、工程和矿山机械及其他高端装备领域。主营业务收入构成 为：机械装备构件53.59%，泵及阀门零件43.94%，其他2.48%。 从基金十大重仓股角度 数据显示，东海基金旗下1只基金重仓应流股份。东海启元添益6个月持有混合发起式A（023244）四季 度持有股数3000股，占基金净值比例为1.23%，位居第三大重仓股。根据测算，今日浮盈赚取约9690 元。连续3天上涨期间浮盈赚取2.76万元。 东海启元添益6个月持有混合发起式A（023244）成立日期2025年 ...

Group 1 - The core point of the news is that GuoBo Electronics experienced a stock price increase of 5.03%, reaching 124.08 CNY per share, with a total market capitalization of 73.954 billion CNY [1] - GuoBo Electronics, established on November 27, 2000, is located in Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu Province, and was listed on July 22, 2022 [1] - The company's main business involves the research, development, production, and sales of active phased array T/R components and RF integrated circuit products, with revenue composition as follows: T/R components and RF modules 88.19%, RF chips 8.49%, other chips 2.04%, and others 1.28% [1] Group 2 - From the perspective of major fund holdings, one fund under the Fortune Fund has a significant position in GuoBo Electronics, specifically the Fortune CSI Satellite Industry ETF (563230), which held 340,400 shares, accounting for 3.91% of the fund's net value [2] - The Fortune CSI Satellite Industry ETF (563230) was established on September 4, 2025, with a latest scale of 810 million CNY and has achieved a year-to-date return of 8.49%, ranking 1529 out of 5569 in its category [2] - The fund managers, Yin Qinyi and Cao Ludi, have different tenures and performance records, with Yin having a tenure of 1 year and 205 days and a best return of 111.68%, while Cao has a tenure of 5 years and 270 days with a best return of 140.12% [2]

Core Viewpoint - The non-ferrous metal sector continues to show strong performance, with the popular ETF, Huabao Non-Ferrous ETF (159876), experiencing a rise of 1.38% and recovering key moving averages, indicating a bullish trend in the market [1][3]. Industry Performance - The non-ferrous metal sector is witnessing significant gains, with leading stocks such as Baotai Co. rising over 6%, and Shenghe Resources increasing by more than 4% [1][2]. - The global nickel market is affected by Indonesia's production limits, which could reduce nickel output to 2.6-2.7 million tons by 2026, potentially leading to a price recovery for nickel [2]. Macroeconomic Factors - The U.S. non-farm payrolls increased by 130,000 in January, surpassing expectations, while the unemployment rate fell to 4.3%, the lowest since August 2025 [3]. - The strong labor market data has reduced the likelihood of interest rate cuts by the Federal Reserve, positively impacting the dollar index and U.S. Treasury yields [3]. Investment Outlook - Analysts from Zhongjin Securities and Huatai Securities express optimism about the non-ferrous metal sector, suggesting that the market has not yet reached its peak and may continue to rise after a short-term adjustment [3]. - The Huabao Non-Ferrous ETF covers a wide range of metals, including copper, aluminum, gold, rare earths, and lithium, making it an effective tool for investors looking to capitalize on the sector's performance [3].