Core Insights - The report highlights the performance of various sectors and companies, indicating potential investment opportunities in the market. [2][5] Economic News - The People's Bank of China conducted a 7-day reverse repurchase operation of 320.5 billion yuan at an interest rate of 1.4%, resulting in a net withdrawal of 79.5 billion yuan from the market. [3] - The overnight SHIBOR rate reported at 1.3680%, down by 1 basis point, while the 7-day SHIBOR rate decreased by 4 basis points to 1.4570%. [3] - The Supreme People's Court reported over 27,000 cases related to cross-border fraud, with significant sentences handed down to key criminal groups. [3] - The Ministry of Industry and Information Technology discussed the feasibility of new frequency bands for IMT and future 6G technology at a recent international meeting. [3] - Heilongjiang Province's government report emphasized the reform of state-owned enterprises and support for private sector development. [3] - The establishment of a national quality inspection center for rare earth permanent magnet motors in Liaoning Province aims to enhance quality assurance in high-end manufacturing. [4] Company News - Wens Foodstuff Group announced a share buyback plan of 800 million to 1.2 billion yuan at a maximum price of 24.00 yuan per share. [5] - Jiangxi Tungsten Holdings is planning to issue A-shares to specific investors to enhance its core competitiveness and fund acquisitions totaling up to 1.882 billion yuan. [5] - Huylon New Materials is undergoing a significant change that may affect its control, leading to a temporary suspension of its stock. [5] - Fangzheng Valve reported a revenue of 733 million yuan for 2025, a decrease of 2.98%, with net profit down by 6.34%. [5] - Nanya New Materials achieved a revenue of 5.228 billion yuan, a year-on-year increase of 55.52%, with net profit rising by 378.65% due to market demand recovery. [5] Transportation Industry Insights - In January 2026, domestic airline capacity decreased by approximately 4.3% year-on-year, but increased by 5.8% compared to December 2025, as airlines prepared for the Spring Festival. [7] - The overall passenger load factor for airlines improved by about 1.6 percentage points year-on-year, although it decreased by 0.4 percentage points compared to December. [7] - During the Spring Festival holiday, national civil aviation transported 22.05 million passengers, with a flight completion rate of 95.8%, indicating growth compared to the previous year. [8] - International flight capacity increased by 2.6% year-on-year in January, with a slight improvement in load factors, although some airlines faced challenges due to changes in the Japanese route. [9] - Baiyun Airport reported a significant increase in passenger throughput, while Shanghai Airport experienced a decline, attributed to shifts in travel demand. [10] - The report suggests focusing on large airlines for their earnings elasticity, as the industry moves towards a more balanced supply-demand dynamic. [11]

根据2026年2月25日披露数据，VITASOY INT'L（00345）、恆生科技ETF（03032）、永升服务 （01995）港股通持股占比增加值最大，分别增加0.09%、0.04%、0.01%；南方恆生科技（03033）、医 渡科技（02158）、盈富基金（02800）港股通持股占比减少值最大，分别减 少-0.14%、-0.03%、-0.02%。 2、港股通最新日占比减持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 南方恆生科技(03033) | -0.14% | 68.87% | | 医渡科技(02158) | -0.03% | 22.59% | | 盈富基金(02800) | -0.02% | 3.49% | | 碧桂园(02007) | -0.01% | 17.75% | | 南方恆生生科(03174) | 0.00% | 0.36% | 在最近有统计数据的5个交易日内，南方东西精选（03441）、喜相逢集团（02473）、兆易创新 （03986）港股通持股占比增加值最大，分别增加18.46%、10.04%、4.95%；山东墨龙（0 ...

新京报讯(记者吴婷婷通讯员张筱曼)2月15日至2月23日马年春节假期，首都机场集团共保障旅客665.4万 人次，日均保障旅客73.9万人次，同比增长7.9%。长假期间，包括大兴机场、哈尔滨机场、长春机场在 内的多地机场运输量创历史新高。 北京首都机场、大兴机场共保障旅客347.8万人次，两机场日均保障旅客同比分别增长11.4%、12.4%。 保障国际及地区旅客达57.7万人次，其中首都机场43万人次、大兴机场14.7万人次，同比分别增长 28.5%、19.8%。 多地机场运输量创历史新高。2月22日，大兴机场单日保障旅客与航班架次均创通航以来历史新高，分 别突破19万人次、1133架次。哈尔滨机场单日保障旅客突破10万人次，创通航以来新高。此外，长春机 场航班保障量持续攀升，2月13日保障航班443架次，刷新历史纪录。石家庄机场日均保障旅客同比增长 18.5%，起降架次同比增长13.6%，创历史新高。 针对节日期间大风、降雪等复杂天气，首都机场、大兴机场、天津滨海机场及石家庄机场及时启动应对 机制，长春和哈尔滨机场有效应对降雪天气，全力确保旅客平安顺畅出行。节日期间，首都机场集团干 线机场放行正常率达94.8 ...

不仅机场，航空公司同样实现服务与运力"双翼齐飞"的双提升局面。春运期间，国航全面扩充运力资 源，持续提升服务品质。"国航升级运力投入，在册飞机数量同比增加25架，计划执行客运航班超过7万 班次，较2025年春运增长10.1%，日均安排航班约1800班次，同比增加160班次。"国航商务委员会国际 航班计划经理刘雯琦称。 "2026年春运期间，首都机场预计运送旅客789万人次，日均19.7万人次；保障航班4.9万架次，日均1236 架次。预测2026年春运保障航班架次较去年同期增长约1.3%，客流量较去年同期增长约1.5%。"首都机 场运行控制中心运行值班主管冯立伟说，首都机场将关注航班和客流高峰时段的运行情况，动态调整值 机区域、问讯柜台和安检前端等旅客流程关键节点的服务引导人员，强化与相关单位的协同联动，及时 调配出租车、机场巴士等交通运力，确保地面交通与航班有效衔接。 走进北京首都国际机场3号航站楼，喜庆的节日氛围扑面而来。航站楼里民航旅客行色匆匆，客流量较 平日有了明显增长。 为守护旅客平安、顺畅、温馨的返乡与出行之路，今年首都机场推出了春运服务新举措。首都机场航站 楼管理部服务管理业务经理王景辉告诉记者 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，2月9日，贝莱德增持北京首都机场股份（00694）149.4万股，每股作价为 2.52港元，总金额约为376.49万港元。增持后最新持股数目约为1.32亿股，最新持股比例为7.05%。 责任编辑：卢昱君 香港联交所最新资料显示，2月9日，贝莱德增持北京首都机场股份（00694）149.4万股，每股作价为 2.52港元，总金额约为376.49万港元。增持后最新持股数目约为1.32亿股，最新持股比例为7.05%。 ...

来源：民航之翼 近日，首都机场发布2025年度业绩预告： 预计净亏损6.0亿–7.6亿元，虽较2024年明显收窄，但距离真正扭亏为盈仍有不小距离。 从2020年-2025年，首都机场已经连续6年亏损，净亏金额达到115亿元。 2020年，净亏20.35亿元。 2021年，净亏21.17亿元 2022年，净亏35.27亿元 2023年，净亏16.97亿元 2024年，净亏13.90亿元 2025年，净亏7亿元左右 6年累计净亏115亿元左右。 一、扭亏为盈，任重道远 尽管2025年亏损幅度显著收窄——净亏损同比减少近一半，但这并不意味着盈利拐点已至。 根本原因仍在，因大兴机场分流，生产数据距离巅峰水平仍有很大距离。 以旅客运输量为例，2025年7000万人次只有2019年过1亿人次的7成。 此外非航收入，特别是免税收入很难回到以前，叠加高固定成本结构，使首都机场长期处于"收入难覆 盖支出"的状态。 公告特别指出，2025年因"转回部分递延所得税资产"，导致所得税费用增加，从而扩大了净亏损。 虽然这是非现金项目，不影响现金流，却也反映出企业对未来盈利预期的谨慎态度。 2026年，能否实现盈利仍是个未知数。 其他上 ...

智通财经APP获悉，香港联交所最新资料显示，2月9日，贝莱德增持北京首都机场股份(00694)149.4万 股，每股作价为2.52港元，总金额约为376.49万港元。增持后最新持股数目约为1.32亿股，最新持股比 例为7.05%。 ...

Group 1 - Tsugami Machine Tool China (01651) saw a nearly 6% increase, reaching a historical high, with revenue of 81.58 billion yen in China, up 28.3% year-on-year, and segment profit of 22.534 billion yen, up 51.2% [1] - Zhizhu (02513) surged over 26%, with a 25.8% increase reported, following the launch of its flagship model GLM-5, which achieved state-of-the-art performance in coding and agent capabilities [1] - China Nuclear International (02302) rose over 7%, with a forecasted revenue of no less than 2.46 billion HKD for 2025, driven by increased uranium trading volume [1] Group 2 - Tianyu Semiconductor (02658) increased nearly 8% after announcing a strategic partnership with EYEQ Lab Inc., a leader in third-generation semiconductors in South Korea [2] - Harbin Electric (01133) rose 7.95% after announcing an expected net profit of 2.65 billion yuan for 2025, a year-on-year increase of approximately 57.2% [2] - Weichai Power (02338) increased over 5.6%, with Morgan Stanley raising the projected cumulative power gap for U.S. data centers from 44 GW to 47 GW for 2025-2028 [2] Group 3 - SOLV Energy (MWH.US) debuted on the U.S. stock market with a 22.68% increase, focusing on large-scale solar power and battery storage projects [4] - Gilead Sciences (GILD.US) rose 5.82%, with a reported revenue growth of 2.4% year-on-year and a significant net profit increase of approximately 16.73 times [4] - TSMC (TSM.US) increased by 3.37%, reporting a January revenue growth of 36.8% year-on-year, marking its strongest monthly revenue ever [5] Group 4 - Bilibili (BILI.US) rose 2.84% after announcing collaboration with the Spring Festival Gala, marking the first involvement of UP owners in the event [6] - Micron Technology (MU.US) surged 9.94% as the memory market experienced a rapid increase, with prices rising 80%-90% since the end of Q4 2025 [7] - Kingsoft Cloud (KC.US) increased by 9.98%, with Goldman Sachs predicting Xiaomi's investment in AI to reach approximately 10 billion yuan in 2026, benefiting Kingsoft Cloud [8]

智通财经APP获悉，首都机场(00694)跌超3%，截至发稿，跌3.09%，报2.51港元，成交额4374万港元。 消息面上，近日，首都机场发布2025年业绩盈警预告，大摩研报指出，首都机场2025年净亏损远超市场 预期，预计亏损金额6亿至7.6亿元人民币之间，显著高于市场预测的2.16亿元人民币。即使剔除税务影 响，其税前亏损仍达到4.8亿至5.6亿元人民币，表现逊于预期。该行认为，当前公司股价仍有下行空 间。 该行续指，公司2025年第四季度的税前亏损范围为1.7亿至2.5亿元人民币，同比亏损幅度有所扩大。这 一结果表明，公司在该季度的经营压力持续加剧，未能实现有效的成本控制或收入增长以缓解亏损局 面。此外，全年亏损规模的扩大也反映出行业环境及公司自身运营面临的严峻挑战。 ...

消息面上，近日，首都机场发布2025年业绩盈警预告，大摩研报指出，首都机场2025年净亏损远超市场 预期，预计亏损金额6亿至7.6亿元人民币之间，显著高于市场预测的2.16亿元人民币。即使剔除税务影 响，其税前亏损仍达到4.8亿至5.6亿元人民币，表现逊于预期。该行认为，当前公司股价仍有下行空 间。 该行续指，公司2025年第四季度的税前亏损范围为1.7亿至2.5亿元人民币，同比亏损幅度有所扩大。这 一结果表明，公司在该季度的经营压力持续加剧，未能实现有效的成本控制或收入增长以缓解亏损局 面。此外，全年亏损规模的扩大也反映出行业环境及公司自身运营面临的严峻挑战。 首都机场(00694)跌超3%，截至发稿，跌3.09%，报2.51港元，成交额4374万港元。 ...