Core Viewpoint - On February 4, the Shanghai Composite Index rose by 0.85%, while the Shenzhen Component Index increased by 0.21%, and the ChiNext Index fell by 0.4%. Notably, 52 stocks appeared on the daily trading list, with significant net inflows into Silver Wheel Co., Ltd. (002126.SZ) amounting to 237 million yuan [1][2]. Group 1: Stock Performance - Silver Wheel Co., Ltd. saw the highest net buying amount of 237 million yuan, accounting for 9.16% of the total trading volume, and closed up by 10.01% with a turnover rate of 7.56% [2][4]. - The stock with the highest net outflow was GCL-Poly Energy Holdings Limited (002506.SZ), which experienced a net selling of 421 million yuan, representing 7.83% of the total trading volume, and closed up by 9.88% with a turnover rate of 25.1% [4][5]. Group 2: Institutional Activity - On February 4, 34 stocks on the trading list had institutional participation, with institutions collectively net selling 601 million yuan. Specifically, 13 stocks were net bought, while 21 stocks were net sold [5][6]. - The stock with the highest institutional net buying was China International Marine Containers (Group) Co., Ltd. (000039.SZ), which closed up by 10.03% with a turnover rate of 7.25% [6]. Group 3: Northbound Capital - Northbound capital participated in 28 stocks on the trading list, with a total net outflow of 680 million yuan. The net buying was concentrated in Zhejiang Wenlian (600986.SH) with a net inflow of 139 million yuan, while the highest net outflow was from Silver Mining Co., Ltd. (601212.SH) at 182 million yuan [11][12]. Group 4: Divergence in Institutional and Northbound Capital - There were notable divergences between institutional and northbound capital in several stocks. For instance, Silver Wheel Co., Ltd. saw institutional net selling of 51 million yuan while northbound capital net bought 86 million yuan [14][15].

共40只个股出现了机构的身影。 盘后数据显示，2月4日龙虎榜中，共40只个股出现了机构的身影，有17只股票呈现机构净买入，23只股 票呈现机构净卖出。 当天机构净买入前三的股票分别是晶盛机电、中集集团、晶科能源，净买入金额分别是2.2亿元、1.1亿 元、1.04亿元。 当天机构净卖出前三的股票分别是利欧股份、神农种业、泛微网络，净流出金额分别是2.62亿元、2.26 亿元、1.23亿元。 | 17 房 | 2.04 | | | --- | --- | --- | | | 机构资金参与个股一 | | | 证券简称 | 日涨跌幅 | 机构净买入(万元) | | 晶盛机电 | 12.97% | 21963.08 | | 中集集团 | 10.03% | 10962.37 | | 晶科能源 | 20.00% | 10438.94 | | 宏和科技 | 3.44% | 9576.65 | | 红宝丽 | 3.07% | 8258.33 | | 中超控股 | -4.01% | 6907.86 | | 海兰信 | 3.10% | 6842.24 | | 凯旺科技 | 7.08% | 5626.07 | | 中来股份 | 20 ...

中集集团今日涨停，成交额18.63亿元，换手率7.25%，盘后龙虎榜数据显示，深股通专用席位买入 8210.47万元并卖出1.44亿元，2家机构专用席位净买入1.42亿元，有2家机构专用席位净卖出3210.03万 元。 ...

Group 1 - As of February 4, 100 stocks reached a 52-week high, with METROPOLIS CAP (08621), Asia Backup (08290), and Wenling Tooling (01379) leading the high rate at 74.55%, 63.89%, and 57.48% respectively [1] - METROPOLIS CAP closed at 0.048 with a peak of 0.096, while Asia Backup closed at 0.032 with a peak of 0.059, and Wenling Tooling closed at 3.400 with a peak of 6.000 [1] - Other notable stocks that reached new highs include Asia Internet Technology (00679) at 46.23% and Asia Pacific Financial Investment (08193) at 25.45% [1] Group 2 - The 52-week low rankings show that Gaodi Co. (01676) had the largest decline at -45.71%, followed by Xixiang Group (02473) at -23.42% and Jianfa Xingsheng (00731) at -21.51% [3] - Gaodi Co. closed at 0.243 with a low of 0.171, while Xixiang Group closed at 2.370 with a low of 2.060, and Jianfa Xingsheng closed at 0.137 with a low of 0.135 [3] - Other significant declines include Huaxia SOL-R (83460) at -14.34% and Huaxia SOL-U (09460) at -13.97% [3]

据交易所数据显示，中集集团（000039）2月4日延续强势走势，盘中9点59分成功封死涨停板，最终收 盘价报11.41元，单日涨幅达10.03%，较前一交易日上涨1.04元，顺利达成2连板。当日该股成交活跃， 总成交额达18.63亿元，换手率7.25%，作为物流能源装备板块龙头标的，其连板表现有效带动了板块整 体情绪，多只概念股跟涨，成为当日市场最热门的标的之一。 中集集团此次2连板异动，并非短期情绪炒作孤立驱动，而是基本面利好集中兑现、资金合力助推、板 块与市场联动等多重因素共振的结果。 异动当日及前期的市场动态与资金动向，进一步放大了个股的上涨动能。市场核心关注聚焦公司多业务 突破与资金联动，2月4日大额资金持续流入，与技术派投资者基于MACD水上金叉的多头信号进场形成 合力；板块联动方面，当日物流装备、能源装备板块整体出现资金流入，叠加港股中集集团2月3日涨超 14%、2月4日续涨，A股与港股形成共振，进一步助推股价封板。 股市有风险，投资需谨慎！本文仅为公开信息整理与客观分析，不构成任何投资建议，投资者应自主判 断、审慎决策，自行承担投资风险。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑： ...

证券代码：000039、299901 证券简称：中集集团、中集 H 代 公告编号：【CIMC】2026-017 中国国际海运集装箱（集团）股份有限公司 关于按照《香港上市规则》公布 2026年1月份证券变动月报表的公告 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，不存在虚假记载、 误导性陈述或重大遗漏。 中国国际海运集装箱（集团）股份有限公司根据《香港联合交易所有限公司证券 上市规则》（简称"《香港上市规则》"）规定，在香港联合交易所有限公司披露易 网站（www.hkexnews.hk）刊登了截至2026年1月31日的证券变动月报表。 根据《深圳证券交易所股票上市规则》关于境内外同步披露的要求，特将有关公 告同步披露如下，供参阅。 特此公告。 致：香港交易及結算所有限公司 公司名稱: 中國國際海運集裝箱（集團）股份有限公司 中国国际海运集装箱（集团）股份有限公司 董事会 二〇二六年二月三日 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股 ...

致：香港交易及結算所有限公司 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 FF301 截至月份: 2026年1月31日 狀態: 新提交 公司名稱: 中國國際海運集裝箱（集團）股份有限公司 呈交日期: 2026年2月3日 | 1. 股份分類 | 普通股 | 股份類別 | H | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02039 | 說明 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | 已發行股份總數 | | | 上月底結存 | | | 3,029,137,095 | 60,700,800 | | 3,089,837,895 | | 增加 / 減少 (-) | | | 0 | 0 | | | | 本月底結存 | | | 3,029,137,095 | 60,700,800 | | 3,089,837,895 | I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上 ...

中集集团(02039)涨超10%，截至发稿，涨10.25%，报9.57港元，成交额2415.16万港元。 智通财经APP获悉，中集集团(02039)涨超10%，截至发稿，涨10.25%，报9.57港元，成交额2415.16万港 元。 消息面上，2月2日，中集集团发布投资者关系活动记录表，主要讨论内容涉及公司的数据中心业务、海 工板块接单展望、集装箱制造表现及商业航天布局等。在数据中心业务方面，截至目前，中集在中东、 东南亚等多个国家和地区已累计交付规模超过1000兆瓦、模块超过17000个。同时，公司正为超过 300MW的AI、Cloud 计算的客户提供预制化数据中心的技术与制造交付服务。 海工板块方面，截至2025年6月末，公司手持订单约55.5亿美元，已排产至2027/2028年。预计2025年海 工业务盈利能力将大幅提升。在商业航天方面，2025年，集团子公司中集安瑞科相关业务营业收入和在 手订单超亿元人民币，其中约一半收入来自海外；此外，公司也为航空冷链运输领域提供温控航空箱， 2025年2月推出国内首款RAP主动式温控航空箱，填补了国内同类产品空白，将在国内主要航空公司中 开展商业运营。 ...

Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]

中集集团加码商业航天、数据中心，双赛道布局落地见效，目前正加速开拓国内外市场，以模块化技术 承接更多AI数据中心订单，打造数字基建领域的 "中集标准"。另外，中集集团储能业务迎来资本合作 利好，累计出货量已超60GWh，发展势头迅猛。据了解，储能业务是中集重点发展的新兴战略领域之 一，近年来业务持续进阶壮大，已成为中集高质量发展的重要动能之一。 中集集团AH股大幅拉升上涨，H股涨超11%刷新阶段新高，A股强势封涨停。 消息上，中集集团日前发布投资者关系活动记录表，主要讨论内容涉及公司的数据中心业务、海工板块 接单展望、集装箱制造表现及商业航天布局等。在数据中心业务方面，截至目前，中集在中东、东南亚 等多个国家和地区已累计交付规模超过1000兆瓦、模块超过17000个。同时，公司正为超过300MW的 AI、Cloud 计算的客户提供预制化数据中心的技术与制造交付服务。 ...