（文章来源：证券日报） 证券日报网讯 2月26日，大鹏工业发布公告称，公司2025年实现营业收入238843140.41元，同比下降 9.76%；归属于上市公司股东的净利润38754568.84元，同比下降10.88%；基本每股收益0.81元，同比下 降13.83%。 ...

证券代码：920091 证券简称：大鹏工业 公告编号：2026-003 哈尔滨岛田大鹏工业股份有限公司 2025 年年度业绩快 报公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 特别提示：本公告所载 2025 年度主要财务数据为初步核算数据，未经会计 师事务所审计，具体数据以公司 2025 年年度报告中披露的数据为准，提请投资 者注意投资风险。 一、2025 年年度主要财务数据和指标 单位：元 | 项目 | 本报告期 | 上年同期 | 变动比例% | | --- | --- | --- | --- | | 营业收入 | 238,843,140.41 | 264,686,570.44 | -9.76% | | 利润总额 | 43,408,845.54 | 49,513,185.11 | -12.33% | | 归属于上市公司 股东的净利润 | 38,754,568.84 | 43,486,108.01 | -10.88% | | 归属于上市公司 股东的扣除非经 | 32,161,412.67 | 3 ...

证券代码：920091 证券简称：大鹏工业 公告编号：2026-002 哈尔滨岛田大鹏工业股份有限公司高级管理人员离任公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 一、高级管理人员离任的基本情况 本公司王飞山先生，因到龄退休，自 2026 年 1 月 31 日起不再担任副总经理。该人 员通过哈尔滨普拉特企业管理咨询有限合伙企业间接持有公司股份 214,875 股，占公司 股本的 0.35%，不是失信联合惩戒对象，离任后不再担任公司及其控股子公司其它职务， 存在未履行完毕的公开承诺。 已披露的公开承诺事项均正常履行，不存在超期未履行完毕及违反承诺的情形，离 任后将继续履行相关承诺。承诺内容详见 2025 年公司向不特定合格投资者公开发行股 票并在北京证券交易所上市的《招股说明书》之"第四节 发行人基本情况"之"九、 重要承诺"。 二、合规性说明及影响 （一）人员变动的合规性说明 （二）人员变动对公司的影响 王飞山先生辞去副总经理职务后，不会对公司日常生产、经营活动产生不利影响。 王飞山先生担任公司副 ...

Core Viewpoint - The article discusses the recent surge in IPO activities on the Beijing Stock Exchange (北交所), highlighting the rapid pace of new stock listings and the strong market performance of newly listed companies, indicating a positive trend for investors and the market overall [3][4][6]. Group 1: IPO Activities - Three listing committee meetings and two new stock listings occurred within a week, with Aisheren (爱舍伦) debuting on January 21, 2026, and experiencing a significant first-day increase of 175.59%, closing at 44.04 yuan per share [3][4]. - Aisheren's IPO details include an issuance price of 15.98 yuan per share, a price-to-earnings ratio of 14.99, and total funds raised amounting to 270 million yuan [4]. - The upcoming listing of Guoliang New Materials (国亮新材) is set for January 22, 2026, contributing to a total of three new stocks listed in January [5]. Group 2: Market Performance - In 2025, the Beijing Stock Exchange had 26 new stocks listed, averaging about two per month, with some months seeing up to five listings [6]. - The average first-day increase for new stocks in 2025 was approximately 368%, with notable performers like Dapeng Industrial (大鹏工业) achieving a 1211.11% increase [6][8]. - The strong performance of new stocks has led to a significant market expectation for continued high returns, with no stocks experiencing a first-day drop in 2025 [6][8]. Group 3: Listing Review Acceleration - The listing review process on the Beijing Stock Exchange has accelerated, with six committee meetings held in January 2026 alone, indicating a trend of increased efficiency in the IPO process [7][8]. - Analysts note that the review process for specialized and innovative companies has become notably quicker, with some companies moving from application to approval in just a few months [8]. - The focus of the listing reviews appears to be on high-tech and advanced manufacturing sectors, reflecting a strategic support for these industries [8]. Group 4: Subscription and Frozen Capital - The subscription for new stocks has seen a significant increase, with frozen capital exceeding 800 billion yuan for several recent IPOs, indicating strong investor interest [9][12]. - Aisheren attracted 695,800 participants in its subscription, with a total frozen capital of 8789.21 million yuan [14]. - The upcoming IPOs of Nongda Technology (农大科技) and Meidel (美德乐) are expected to further increase the frozen capital, reflecting ongoing investor enthusiasm for new listings [16].

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a focus on sectors with high growth potential and policy support, indicating a positive outlook for certain segments [3]. Core Insights - The market is driven by dual factors of policy direction and earnings certainty, particularly in sectors like ultra-high voltage and power grid equipment, which are benefiting from a significant investment plan by the State Grid [3]. - The commercial aerospace sector is showing signs of stability due to technological breakthroughs, which are attracting investment into specialized companies [3]. - Short-term focus should be on the implementation pace of State Grid investments and the progress of commercial aerospace technology, as these will directly impact the valuation elasticity of high-end manufacturing sectors [3]. - Long-term potential exists for the North Exchange as a platform for specialized and innovative enterprises, with a focus on balancing growth and valuation [3]. Summary by Sections Market Review - On January 19, the North Exchange A-share trading volume reached 240.3 billion yuan, a decrease of 64.0 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1548.63, up 0.02% [8][13]. - Among 288 companies listed, 118 saw an increase in stock price, while 163 experienced a decline [15]. Key News - The National Bureau of Statistics reported a GDP growth of 5% for 2025, with the total GDP reaching 1,401,879 billion yuan [2]. - Concerns are rising over potential supply shortages of high-speed SSD controller chips due to increased demand driven by AI applications [18]. Company Announcements - Tai Kai Ying announced the lifting of restrictions on 15,275,901 shares, representing 6.91% of its total share capital, effective January 22, 2026 [19]. - Hua Wei Design also announced the lifting of restrictions on 287,850 shares, representing 0.2792% of its total share capital, effective January 22, 2026 [23].

Core Viewpoint - Dapeng Industrial (920091) experienced a decline of 4.73% today, with a turnover rate of 22.52% and a transaction volume of 271 million yuan, indicating significant trading activity and potential volatility in the stock [2]. Trading Activity - The stock was listed on the龙虎榜 due to its turnover rate reaching 22.52%, with institutional net selling amounting to 15,050 yuan [2]. - The top five trading departments accounted for a total transaction volume of 591.81 million yuan, with buying amounting to 220.87 million yuan and selling amounting to 370.94 million yuan, resulting in a net selling of 15.01 million yuan [2]. - Among the trading departments, one institutional specialized seat was present, with a buying amount of 5.16 million yuan and a selling amount of 5.31 million yuan, leading to a net selling of 15,050 yuan [2]. Historical Performance - Over the past six months, Dapeng Industrial has appeared on the龙虎榜 38 times, with an average price increase of 0.76% the day after being listed and an average increase of 6.39% over the following five days [2].

Investment Rating - The report maintains a positive outlook on the Heilongjiang capital market, indicating a bullish trend for 2026, supported by favorable economic conditions and policy implementations [5][20][22]. Core Insights - The report highlights a significant increase in inbound tourism to Heilongjiang, with a 43.8% year-on-year growth in visitor numbers from January 1 to 9, 2026, attributed to visa facilitation measures and the region's unique winter tourism resources [10]. - Heilongjiang's power grid reached a historical peak load of 18.728 million kilowatts on January 14, 2026, reflecting a steady increase in winter electricity demand, with a year-on-year growth of 25.1 thousand kilowatts [11]. - The Heilongjiang index has shown a 3.14% increase since January 2026, maintaining an upward trend despite a slight decline of 1.18% from January 12 to 16 due to market adjustments [20][22]. - The report notes that 11 companies in Heilongjiang have achieved over 5% gains since January, with four companies exceeding 10% growth, including China First Heavy Industries (+34.09%) and Weidi Co., Ltd. (+17.69%) [22][23]. Summary by Sections Inbound Tourism - The report emphasizes the impact of visa policies and winter tourism on the influx of foreign visitors, with specific statistics showing a substantial increase in cross-border traffic at various ports [10]. Power Demand - The report details the record electricity demand in Heilongjiang, outlining measures taken by the State Grid to ensure stable operations during peak loads, including resource allocation and emergency preparedness [11]. Market Performance - The Heilongjiang index's performance is analyzed, indicating a positive trajectory for the year ahead, driven by economic stability and structural upgrades, alongside the effects of favorable policies [20][22]. Company Performance - The report provides insights into the performance of listed companies in Heilongjiang, highlighting strong performers and noting the overall positive sentiment in the market despite some companies experiencing losses [22][23].

Core Viewpoint - Dapeng Industrial (920091) experienced a decline of 5.44% today, with a turnover rate of 31.69% and a transaction volume of 414 million yuan, indicating significant trading activity and potential volatility in the stock [2] Trading Activity - The stock was listed on the龙虎榜 due to its turnover rate reaching 31.69%, with institutional investors net selling 10.99 million yuan [2] - Total trading volume from the top five buying and selling brokerage firms amounted to 110 million yuan, with buying transactions at 42.20 million yuan and selling transactions at 68.03 million yuan, resulting in a net sell of 25.83 million yuan [2] - Among the brokerage firms, one institutional seat was noted as the top seller, with a buying amount of 2.76 million yuan and a selling amount of 13.75 million yuan, leading to a net sell of 10.99 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the龙虎榜 37 times, with an average price increase of 0.75% the day after being listed and an average increase of 6.92% over the following five days [2]

Group 1 - The core point of the article highlights that Dapeng Industrial, listed on the Beijing Stock Exchange, experienced significant trading activity on January 15, 2026, with a turnover rate of 31.69% and a transaction volume of 4.307 million shares, amounting to a total transaction value of 414 million yuan [1] - The top buying seat was from Dongfang Caifu Securities Co., Ltd., which purchased shares worth 5.8525 million yuan, while the top selling seat was an institutional account that sold shares worth 13.7539 million yuan [1] - The trading method employed was continuous bidding, indicating a high level of market interest and activity surrounding Dapeng Industrial on that day [1]

Group 1 - The core point of the news is that Dapeng Industrial (920091) experienced a significant increase in stock price by 5.31% with a trading volume of 5.08 billion yuan and a turnover rate of 40.13% on the day [1][2] - Institutional investors net bought 1.8021 million yuan, while the total net buying from brokerage seats amounted to 3.4101 million yuan [1][2] - The stock has been listed on the龙虎榜 (Dragon and Tiger List) 36 times in the past six months, with an average price increase of 0.92% the day after being listed and an average increase of 7.97% over the following five days [3] Group 2 - The top five brokerage seats accounted for a total transaction volume of 106 million yuan, with a net buying of 5.2122 million yuan [2][3] - The leading brokerage seat for buying was an institutional special seat with a buying amount of 13.1794 million yuan and a selling amount of 11.3773 million yuan, resulting in a net buying of 1.8021 million yuan [3] - The trading data indicates that the stock is actively traded, with significant participation from institutional investors [2][3]