（文章来源：证券日报） 本报讯 2月3日，河南驰诚电气股份有限公司（以下简称"驰诚股份"）公告称，为贯彻公司战略发展规 划、提升业务发展需要，公司拟使用自有资金向控股子公司深圳市艾智物联有限公司（以下简称"艾智 物联"）增资375万元。 公开资料显示，驰诚股份依托智能传感技术、专注于气体环境安全监测产品及其系统研发、制造与销 售，主要产品包括气体环境安全监测领域的智能仪器仪表、报警控制系统及配套、智能传感器。 驰诚股份表示，本次增资是基于公司战略发展规划、从长远利益出发作出的慎重决策，投资资金主要用 于控股子公司后续业务发展。 公告显示，增资完成后，艾智物联注册资本将由500万元变更为1000万元，公司仍持有其75%股权，艾 智物联仍为公司的控股子公司。 艾智物联经营范围包括智能控制系统集成、信息系统集成服务、物联网技术研发、物联网应用服务、智 能机器人的研发等。 艾智物联本次新增股份500万股，认购价格为1元/股，定价综合考虑了艾智物联的资产状况、经营状况 预期等市场因素，由现有股东同比例以现金认购。增资完成后，各股东持股比例保持不变。 ...

数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据可知：2025年12月全国仪器仪表制造业出口货值为174亿元，同比增长0.6%；2025 年全国仪器仪表制造业累计出口货值为1690.5亿元，累计同比增长5%。 2019年-2025年全国仪器仪表制造业出口货值统计图 上市公司：创远信科（831961），奥迪威（832491），同惠电子（833509），海能技术（430476），新 芝生物（430685），基康仪器（830879），天罡股份（832651），驰诚股份（834407），莱赛激光 （871263） 相关报告：智研咨询发布的《2026-2032年中国仪器仪表市场供需预测及未来发展趋势报告》 ...

Core Viewpoint - The report highlights the growth of the instrument manufacturing industry in China, indicating an increase in the number of enterprises and their contribution to the overall industrial sector [1]. Industry Summary - As of January-November 2025, the number of enterprises in the instrument manufacturing industry reached 7,682, which is an increase of 364 compared to the same period last year, representing a year-on-year growth of 4.97% [1]. - The instrument manufacturing sector accounts for 1.46% of the total industrial enterprises in China [1]. Company Summary - The report mentions several listed companies in the instrument manufacturing sector, including Chuangyuan Xinke (831961), Aodiwei (832491), Tonghui Electronics (833509), Haineng Technology (430476), Xinzheng Biological (430685), Bikang Instruments (830879), Tiangang Co., Ltd. (832651), Chicheng Co., Ltd. (834407), and Laisai Laser (871263) [1].

Market Overview - The general equipment sector experienced a decline of 0.47% on January 15, with Daye Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Top Gainers in General Equipment Sector - Jingce Electronics (300567) saw a closing price of 119.00, with an increase of 8.10% and a trading volume of 185,800 shares [1] - Xinlei Co., Ltd. (301317) closed at 37.25, up 7.60%, with a trading volume of 91,100 shares [1] - Yingliu Co., Ltd. (603308) closed at 48.44, increasing by 5.83% with a trading volume of 266,700 shares [1] - Other notable gainers include Youlide (688628) at 36.92 (+5.79%), Tongfei Co., Ltd. (300990) at 91.37 (+5.34%), and Baonanchangke (688433) at 80.68 (+5.05%) [1] Top Losers in General Equipment Sector - Daye Co., Ltd. (603278) reported a significant drop of 10.03%, closing at 12.92 with a trading volume of 437,400 shares [2] - Aerospace Power (600343) also fell by 10.00%, closing at 44.09 with a trading volume of 905,600 shares [2] - Other major decliners include Luxin Investment (600783) at 31.95 (-10.00%), JuLi Sockets (002342) at 12.60 (-10.00%), and Snowman Group (002639) at 24.23 (-9.99%) [2] Capital Flow Analysis - The general equipment sector saw a net outflow of 4.127 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.994 billion yuan [2] - The sector experienced a net inflow of 134 million yuan from speculative funds [2] Individual Stock Capital Flow - Jingce Electronics (300567) had a net inflow of 244 million yuan from institutional investors, accounting for 11.41% of its trading volume [3] - New Lai Materials (300260) reported a net inflow of 162 million yuan, with a net outflow of 52.41 million yuan from speculative funds [3] - Other stocks with notable capital flows include Zongshen Power (001696) with a net inflow of 96.49 million yuan and a net outflow of 99.06 million yuan from retail investors [3]

Core Viewpoint - The company has successfully acquired state-owned land use rights in Zhengzhou for industrial purposes, which aligns with its strategic plan to enhance production capacity and market share [1] Group 1: Land Acquisition Details - The company won the bidding for a land area of 18,265.84 square meters [1] - The total transaction amount for the land is 11.10 million yuan, paid in a lump sum [1] - The funding for this acquisition comes from the company's raised capital [1] Group 2: Project Purpose and Impact - The land will be utilized for the construction of an upgraded intelligent sensor manufacturing project [1] - This acquisition is expected to have a positive impact on the company's development by expanding production capacity and market share [1] - The contract has been signed, but there is some uncertainty regarding the implementation timeline due to the need for property rights certification [1]

Group 1 - The company, Chicheng Co., announced plans to use up to RMB 30 million of idle raised funds for cash management [1] - The funds will be managed in a rolling manner within the specified limit, and the amount allocated for cash management will decrease as the raised funds are gradually utilized [1]

Group 1: Capital Market Developments - Wu Qing emphasized the need to enhance the inclusiveness and attractiveness of the capital market to better serve high-quality economic development and modernization [1] - The China Securities Regulatory Commission (CSRC) is committed to implementing the "14th Five-Year Plan" for the capital market, focusing on risk prevention, strong regulation, and promoting high-quality development [1] Group 2: Economic Indicators - The U.S. November CPI increased by 2.7%, lower than the expected 3.1%, while the core CPI rose by 2.6%, against an expectation of 3% [2] - Initial jobless claims in the U.S. were reported at 224,000, slightly below the forecast of 225,000 [2] - Following the data release, the likelihood of a Federal Reserve rate cut in January rose from 26.6% to 28.8% [2][6] Group 3: IPO and Market Activities - Shenzhen Dapu Microelectronics is set to undergo an IPO review on December 25, marking the first IPO of an unprofitable company on the ChiNext board [3] - The company reported cumulative losses of 1.566 billion yuan from 2022 to the first half of 2025 [3] Group 4: Regulatory Updates - The State-owned Assets Supervision and Administration Commission (SASAC) has refined the accountability system for central enterprises, introducing compliance exemption clauses for due diligence in investment [5] - The State Administration for Market Regulation is focusing on optimizing the business environment and addressing "involution" competition to promote healthy market order [8] Group 5: Corporate Announcements - Guo An Quantum's chairman, Lv Pin, passed away at the age of 46, which may impact the company's strategic direction [22] - Feilong Co., Ltd. experienced a stock price surge of 29.02% following the announcement of a share reduction by its controlling shareholder [18] - Puyang Co. acquired a 15.28% stake in Xinjiang Qinxiong for 10 million yuan, increasing its ownership from 52.49% to 67.77% [20] - Chicheng Co. plans to invest up to 80 million yuan of idle funds in short-term cash management products to enhance capital efficiency [21] - Master Kong's CEO, Chen Yingrang, will retire, with Wei Hongcheng, the founder's son, taking over as CEO starting January 1, 2026 [22]

Core Viewpoint - Chizheng Co., Ltd. (stock code: 920407) experienced a trading halt today with a daily price increase of 30.00% and a trading volume of 2.46 billion yuan, indicating significant market interest and volatility [2] Trading Performance - The stock had a turnover rate of 23.98% and a price fluctuation of 39.12% throughout the day [2] - Institutional investors net bought 3.85 million yuan, while total net purchases from brokerage seats amounted to 19.97 million yuan [2] Market Data - The stock was listed on the "Dragon and Tiger List" due to its daily price increase and fluctuation [2] - The top five brokerage seats accounted for a total transaction volume of 84.39 million yuan, with a net purchase of 23.82 million yuan [2] Institutional Activity - Among the brokerage seats, one institutional seat was noted, with a net purchase of 3.85 million yuan [2] - The stock has appeared on the "Dragon and Tiger List" seven times in the past six months, with an average price drop of 5.00% the following day and an average increase of 2.30% over the next five days [2]

Group 1 - Chicheng Co., Ltd. (stock code: 920407) experienced a significant price increase of 30.00% on December 18, 2025, closing at 34.71 yuan [1][3] - The trading volume for Chicheng Co., Ltd. reached 8.3358 million shares, with a total transaction value of 246 million yuan [1][3] - The top buying position was held by Huatai Securities Co., Ltd. at Nanjing Gaochun, purchasing shares worth approximately 16.03 million yuan [2][3] Group 2 - The top selling position was held by Guojin Securities Co., Ltd. at Shenzhen, selling shares worth approximately 8.48 million yuan [2][3] - Other notable buying positions included CITIC Securities Co., Ltd. and institutional investors, with respective purchases of approximately 8.85 million yuan and 6.37 million yuan [2][3] - The trading activity indicates strong investor interest in Chicheng Co., Ltd., as evidenced by the substantial buy and sell amounts on the day [1][2]

Core Viewpoint - Chicheng Co., Ltd. (stock code: 920407) experienced significant trading activity on December 18, 2025, with a cumulative price deviation of 41.17% from December 16 to December 18, 2025, and a total trading volume of 21.42 million shares, amounting to 573 million yuan [1][2]. Group 1 - Chicheng Co., Ltd. was listed on the Longhu List on December 18, 2025, due to its substantial price fluctuation [1]. - The total trading amount for Chicheng Co., Ltd. reached 573 million yuan during the specified period [1]. - The leading buyer was Guojin Securities Co., Ltd. Shenzhen Branch, purchasing approximately 25.94 million yuan worth of shares [2]. Group 2 - The top selling position was also held by Guojin Securities Co., Ltd. Shenzhen Branch, selling shares worth about 12.21 million yuan [2]. - Other notable buyers included Huatai Securities Co., Ltd. Nanjing High Chun Baota Road Securities Branch, with purchases of approximately 16.03 million yuan [2]. - The trading activity indicates a high level of interest and volatility in Chicheng Co., Ltd.'s stock during this period [1][2].