Core Viewpoint - Huawi Design (920427) experienced a trading halt today, with a daily price increase of 29.97%, a trading volume of 4.13 billion yuan, and a turnover rate of 40.03% [2] Trading Activity - The stock had a total turnover rate of 40.03% and a price fluctuation of 33.03% during the trading day [2] - The net buying amount from brokerage seats reached 3.41 million yuan, with the top five brokerage seats contributing a total transaction volume of 11.8 million yuan [2] - The leading buying brokerage was CITIC Securities Co., Ltd. Shanghai Changning Tianshan West Road Securities Office, with a buying amount of 14.7 million yuan [3] - The largest selling brokerage was Orient Securities Co., Ltd. Shanghai Yangpu District Kongjiang Road Securities Office, with a selling amount of 18.5 million yuan [3]

Core Viewpoint - On January 21, 2026, Huawi Design (920427) experienced a significant stock price increase of 29.96%, leading to its appearance on the trading leaderboard with a trading volume of 14.0485 million shares and a transaction value of 248 million yuan [1][2]. Group 1: Trading Activity - The stock closed at 18.22 yuan, marking a notable rise in its market performance [1]. - The top buying position was held by CITIC Securities Co., Ltd. with a purchase amount of approximately 15.89 million yuan [2]. - The top selling position was held by Orient Securities Co., Ltd. with a selling amount of approximately 8.02 million yuan [2]. Group 2: Transaction Details - A total of 14.0485 million shares were traded on that day, with a total transaction value of 248 million yuan [1]. - Other notable buying positions included Financial Street Securities and Dongguan Securities, with purchase amounts of approximately 9.45 million yuan and 7.49 million yuan, respectively [2]. - The selling activity included multiple firms, with the second-largest seller being GF Securities, selling approximately 4.99 million yuan worth of shares [2].

Core Viewpoint - Huawi Design (920427) experienced a trading halt today, with a daily price increase of 29.96% and a turnover rate of 27.75%, resulting in a transaction volume of 248 million yuan [2] Trading Activity - The stock recorded a total net buying of 18.99 million yuan from brokerage seats, with the top five brokerage seats contributing a total transaction volume of 73.80 million yuan, including 46.40 million yuan in buying and 27.40 million yuan in selling [2] - The leading buying brokerage was CITIC Securities Co., Ltd. Huzhou People's Road Securities Office, with a buying amount of 15.89 million yuan, while the top selling brokerage was Orient Securities Co., Ltd. Shanghai Yangpu District Kongjiang Road Securities Office, with a selling amount of 8.02 million yuan [2] Detailed Brokerage Transactions - The top five buying brokerages and their respective buying amounts (in million yuan) are: - CITIC Securities Co., Ltd. Huzhou People's Road Securities Office: 15.89 - Financial Street Securities Co., Ltd. Shanghai Second Branch: 9.45 - Dongguan Securities Co., Ltd. Jieyang Branch: 7.49 - Guotai Junan Securities Co., Ltd. Chongqing Guanyinqiao Walking Street Office: 6.33 - China Galaxy Securities Co., Ltd. Beijing Wangjing Securities Office: 5.73 [2] - The top five selling brokerages and their respective selling amounts (in million yuan) are: - Orient Securities Co., Ltd. Shanghai Yangpu District Kongjiang Road Securities Office: 8.02 - GF Securities Co., Ltd. Beijing Zhongguancun East Road Office: 0.50 - Orient Fortune Securities Co., Ltd. Lhasa Tuanjie Road First Securities Office: 4.79 - Tianfeng Securities Co., Ltd. Shenzhen Branch: 4.71 - Tianfeng Securities Co., Ltd. Shandong Branch: 4.64 [2]

Market Overview - The Shanghai Composite Index is at 4129.68 points, above the five-day moving average, with an increase of 0.39% [1] - The total trading volume of A-shares is 11669.29 billion yuan [1] Stocks Performance - A total of 677 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Huawi Design (华维设计) with a deviation rate of 20.23% and a price increase of 29.96% [1] - Longxin Technology (龙芯中科) with a deviation rate of 15.40% and a price increase of 20.00% [1] - Zhongrong Electric (中熔电气) with a deviation rate of 15.27% and a price increase of 20.00% [1] Detailed Stock Data - The following stocks have notable performance metrics: - Huawi Design (证券代: 920427): Price increased by 29.96%, latest price at 18.22 yuan, deviation rate 20.23% [1] - Longxin Technology (证券代: 688047): Price increased by 20.00%, latest price at 177.72 yuan, deviation rate 15.40% [1] - Zhongrong Electric (证券代: 301031): Price increased by 20.00%, latest price at 143.40 yuan, deviation rate 15.27% [1] - Other notable stocks include *ST Cube (证券代: 300344) and *ST Changyao (证券代: 300391) with deviation rates of 14.83% and 13.07% respectively [1] Additional Stocks with Positive Movement - Other stocks with positive movement include: - Xishan Technology (西山科技) with a deviation rate of 9.98% and a price increase of 12.93% [1] - Sanyou Medical (三友医疗) with a deviation rate of 9.59% and a price increase of 13.46% [1] - Intercontinental Oil and Gas (洲际油气) with a deviation rate of 9.16% and a price increase of 9.97% [1]

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].

证券代码：920427 证券简称：华维设计 公告编号：2026-009 华维设计集团股份有限公司股票解除限售公告 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。 F 参与战略配售取得股票解除限售 G 其他（说明具体原因） 三、本次股票解除限售后的股本情况 | | 股份性质 | 数量（股） | 百分比 | | --- | --- | --- | --- | | | 无限售条件的股份 | 50,908,014 | 49.38% | | 有限售条件的 | 1、高管股份 | 30,355,422 | 29.44% | | | 2、个人或基金 | 0 | 0% | | | 3、其他法人 | 21,831,564 | 21.18% | | 股份 | 4、限制性股票 | 0 | 0% | | | 5、其他 | 0 | 0% | | | 有限售条件股份合计 | 52,186,986 | 50.62% | | | 总股本 | 103,095,000 | 100.00% | 四、其它情况 本次解除限售的股东如属于《北京证券 ...

证券代码：920427 证券简称：华维设计 公告编号：2026-007 | 市及道路照明工程、消防工程、环保工 | 营活动，具体经营项目以相关部门批准 | | --- | --- | | 程、人防工程、供电工程、水利工程、 | 文件或许可证件为准）一般项目：规划 | | 园林绿化工程施工；环保设备、环境监 | 设计管理；专业设计服务；工程管理服 | | 测仪器的研发、销售及运营服务；教育 | 务；工程造价咨询业务；招投标代理服 | | 咨询；以服务外包的形式从事工程设计 | 务；工业工程设计服务；技术服务、技 | | 咨询、软件开发服务；互联网信息服务； | 术开发、技术咨询、技术交流、技术转 | | 建筑信息模型技术咨询服务；图文制 | 让、技术推广；工程技术服务（规划管 | | 作；建材销售；机械设备租赁、自有房 | 理、勘察、设计、监理除外）；技术进 | | 屋租赁；自营和代理各类商品和技术的 | 出口；社会稳定风险评估；节能管理服 | | 进出口业务；数字内容制作服务（不含 | 务；安全咨询服务；环保咨询服务；信 | | 出版发行）；电力设施器材销售（以上 | 息技术咨询服务；信息咨询服务（不含 | ...

并以募集资金等额置换的公告 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。 华维设计集团股份有限公司（以下简称"公司"）于2026年1月15日召开第四届董 事会第十九次会议，审议通过了《关于使用自有资金支付募投项目人员费用并以募集 资金等额置换的议案》。同意公司募集资金投资项目（以下简称"募投项目"）在实 施期间，根据实际情况使用自有资金支付募投项目人员费用，并以募集资金等额置换， 即从募集资金专户划转等额资金至公司自有资金账户，该部分等额置换资金视同募投 项目使用资金。具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准华维设计集团股份有限公司向不特定合格 投资者公开发行股票的批复》（证监许可[2020]3698号）核准，公司于2021年1月向 社会公众公开发行人民币普通股(A股)20,619,000股，发行价为9.16元/股，募集资金 总额为人民币188,870,040.00元，扣除各项发行费用，实际募集资金净额为人民币 171,496,895.08元。 该次募集资金到账时间为2 ...

证券代码：920427 证券简称：华维设计 公告编号：2026-008 华维设计集团股份有限公司 本次股东会的召集人为董事会。 关于召开 2026 年第一次临时股东会通知公告（提供网络投票） 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、会议召开基本情况 （一）股东会届次 本次会议为 2026 年第一次临时股东会。 （二）召集人 （三）会议召开的合法合规性 本次股东会的召开符合有关法律、行政法规、部门规章、规范性文件和《公 司章程》的规定。 （四）会议召开方式 本次会议采用现场投票和网络投票相结合方式召开。 同一表决权只能选择现场、网络投票的一种。同一表决权出现重复表决的 以第一次投票结果为准。 （五）会议召开日期和时间 1、现场会议召开时间：2026 年 2 月 2 日 14：50。 2、网络投票起止时间：2026 年 2 月 1 日 15:00—2026 年 2 月 2 日 15:00。 登记在册的股东可通过中国证券登记结算有限责任公司（以下简称"中国结 算"）持有人大会网络投票系统对有关议案 ...

2.会议召开地点：公司会议室 证券代码：920427 证券简称：华维设计 公告编号：2026-005 华维设计集团股份有限公司 第四届董事会第十九次会议决议公告 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、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2026 年 1 月 15 日 3.会议召开方式：现场 4.发出董事会会议通知的时间和方式：2026 年 1 月 12 日以电话和书面方式 发出 5.会议主持人：董事长廖宜勤 6.会议列席人员：公司高级管理人员 7.召开情况合法合规的说明： 本次会议的召集、召开、议案审议程序等方面均符合有关法律、行政法规、 部门规章、规范性文件和《公司章程》的规定，所作决议合法有效。 （二）会议出席情况 会议应出席董事 5 人，出席和授权出席董事 5 人。 二、议案审议情况 （一）审议通过《关于使用自有资金支付募投项目人员费用并以募集资金等额置 换的议案》 1.议案内容： 公司在募集资金投资项目实施期间，根据实际情况使用自有资金支付募投项 目人员费用， ...