Key Points - The core viewpoint of the articles highlights various company announcements, including investment projects, performance reports, and stock transactions, indicating ongoing activities and strategic moves within the industry [1][2]. Company Announcements - Jieput (688025.SH): Revenue from optical communication-related business accounts for less than 5% of total operating income [1] - Woge Optoelectronics (603773.SH): Aerospace CPI products have not yet achieved mass production [1] - Huangshan Tourism (600054.SH): Plans to invest approximately 530 million yuan in the construction of a hotel project [1] - Yitong Century (300310.SH): Pre-awarded a project worth 107 million yuan [1] - Zhejiang Dongfang (600120.SH): Acquired 5.98% of Guojin Leasing for 108 million yuan [1] - Zhuoyue New Energy (688196.SH): Expected net profit of 170 million yuan for 2025, a year-on-year increase of 14.16% [1] - Yuxin Co., Ltd. (002986.SZ): Completed the buyback of 1.4003% of its shares [1] - Shangluo Electronics (300975.SH): Actual controller plans to reduce holdings by no more than 3% [1] - Xuguang Electronics (600353.SH): Plans to raise no more than 1 billion yuan through a private placement [1] - Huafa Co., Ltd. (600325.SH): Plans to raise no more than 3 billion yuan through a private placement [1] Investment Projects - Wangneng Environment (002034.SZ): Plans to build a waste incineration power plant in Uzbekistan with a daily processing capacity of 1,500 tons [1] - Lanyu Co., Ltd. (301585.SZ): Plans to establish a high-end digital inkjet printing equipment and ink production base [1] - Fulmin Precision (300432.SZ): Subsidiary plans to establish a joint venture for a project with an annual output of 500,000 tons of ferrous oxalate [1] - Hengfeng Paper (600356.SH): Plans to invest 349 million yuan in a new green printing project [1] Performance Reports - Zhongyuan Media (000719.SH): Expected net profit of 1.349 billion yuan for 2025, a year-on-year increase of 30.99% [1] - Babi Food (605338.SH): Expected net profit of 273 million yuan for 2025, a year-on-year decrease of 1.30% [1] - Zhuoyue New Energy (688196.SH): Expected net profit of 170 million yuan for 2025, a year-on-year increase of 14.16% [1] Stock Transactions - Suochen Technology (688507.SH): Digital Technology plans to purchase 48% of Fudi Guangtong for 86.4 million yuan [2] - Yuxin Co., Ltd. (002986.SZ): Completed the buyback of 1.4003% of its shares [2] - Shangluo Electronics (300975.SH): Actual controller plans to reduce holdings by no more than 3% [2] - Yilian Technology (301631.SH): Changjiang Chen Dao plans to reduce holdings by no more than 2% [2] - Jindan Technology (300829.SH): Shouchong Education plans to reduce holdings by no more than 3% [2] - Huafa Co., Ltd. (600325.SH): Plans to raise no more than 3 billion yuan through a private placement [2] - Xuguang Electronics (600353.SH): Plans to raise no more than 1 billion yuan through a private placement [2]

【股权收购】 索辰科技(688507.SH)：数字科技拟8640万元购买富迪广通48%的股权 浙江东方(600120.SH)：东方产融拟1.08亿元收购国金租赁5.98%股份 | | | 2月3日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 杰普特 | 光通信相关业务收入占公司总营业收入的比例不足5% | | | 沃格光电 | 航天CPI产品尚未实现量产 | | 项目投资 | 黄山旅游 | 拟约5.3亿元投资建设黄山滨江东路12号酒店项目 | | 合同中标 | 宜通世纪 | 预中标1.07亿元项目 | | 股权转让 | 浙江东方 | 东方产融拟1.08亿元收购国金租赁5.98%股份 | | 业绩 | 卓越新能 | 2025年度净利润1.7亿元,同比增长14.16% | | 回购 | 宇新股份 | 累计回购1. 4003%股份 回购股份方案已实施完毕 | | 增减持 | 商络电子 | 实际控制人拟减持不超过3%股份 | | 其他 | 旭光电子 | 拟定增募资不超10亿元 | | | 华发股份 | 拟定增募资不超30亿元 島 | 【热点】 沃格光电( ...

Buybacks and Shareholder Actions - Guizhou Moutai has repurchased a total of 416,900 shares, accounting for 0.0333% of its total share capital, with a total payment of 571 million yuan [1] - Contemporary Amperex Technology Co., Ltd. has repurchased 15,990,800 shares, representing 0.3628% of its total A-share capital, with a total transaction amount of 4.386 billion yuan [2] - SF Holding has repurchased 5,095,850 shares, which is 1.01% of its total share capital, with a total amount of approximately 2 billion yuan [10] - Wireless Media has seen its major shareholders reduce their stakes, with Wensheng Fund and its concerted parties reducing 4% of the total share capital [12] Corporate Actions and Financial Updates - Tai Ling Microelectronics announced that its second-largest shareholder, the National Integrated Circuit Industry Investment Fund, has reduced its stake from 6.95% to 5.97% by selling 2,321,300 shares [3] - Nape Mining has terminated its investment in Swiss Veritas Resources AG due to changes in delivery conditions, with no breach of contract [4] - Huangshan Tourism plans to invest approximately 530 million yuan in the construction of a hotel project, with a total building area of 79,178.15 square meters [8][9] - *ST Jinling's restructuring plan has been approved by the court, allowing the company to enter the execution phase of the plan [7] Performance and Sales - Country Garden reported a contract sales amount of approximately 2.21 billion yuan for January 2026, with a sales area of about 280,000 square meters [11] - Industrial Fulian has accumulated a total buyback fund of 247 million yuan as of January 31, 2026 [17] - Yutong Bus produced 2,167 vehicles in January 2026, a decrease of 15.35% year-on-year [17]

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 黄山旅游：拟投资约5.3亿元建设黄山滨江东路12号酒店项目 黄山旅游公告，公司于2026年2月3日召开第九届董事会第十九次会议，审议通过了《关于投资建设黄山滨江东路12号酒店项目的议案》，同意公司投资建设 黄山滨江东路12号酒店项目，预计投资金额约为5.3亿元，资金来源为公司自筹资金。该项目位于黄山市中心政务区及商务区核心，总建筑面积79178.15平方 米，目前建筑主体已完成。公司将对既有建筑实施全面改造与品质升级，打造高端酒店。项目建设周期预计为24个月，静态投资回收期为16.14年。 杭电股份：公司股票价格短期涨幅较大 存在交易风险 杭电股份公告称，公司股票价格短期涨幅较大，2026年1月30日至2月3日，公司股票已连续3个交易日以涨停价收盘，公司股票价格涨幅累计达32.97%，显 著高于同行业上市公司。公司最新滚动市盈率为负，市盈率绝对值远高于同行业。公司预计2025年年度实现归属于上市公司股东的净利润-30,000万元左 右，存在经营业绩下降风险。公司特别提醒投资者注意二级市场交易风险，理性决策，审慎投资。 旭光电子：拟定增募资不超过1 ...

Group 1 - Fulin Precision's subsidiary Jiangxi Shenghua invested 270 million yuan to establish a joint venture for a 500,000-ton ferrous oxalate project, with a total investment of 1.5 billion yuan expected to be completed by September 30, 2026 [1] - Xuguang Electronics plans to raise up to 1 billion yuan through a private placement to fund high-voltage vacuum arc extinguishing chamber expansion and other projects [2] - Minexplosion Optoelectronics intends to acquire 100% equity of Xiazhi Precision, with the transaction subject to shareholder and regulatory approvals [3] Group 2 - Shangluo Electronics' controlling shareholder plans to reduce his stake by up to 3% due to personal financial needs [4] - Babi Food reported a 1.3% decline in net profit for 2025, despite an 11.22% increase in revenue [5] - Pengding Holdings' subsidiary acquired industrial land in Huai'an for 66.14 million yuan [6] Group 3 - Zhuoyue New Energy's net profit for 2025 increased by 14.16%, despite a 17.43% decline in revenue [7] - Zhongyuan Media's net profit grew by 30.99% in 2025, with revenue decreasing by 5.13% [8] - Huangshan Tourism plans to invest approximately 530 million yuan in a hotel project with a 24-month construction period [9] Group 4 - *ST Jinling's restructuring plan was approved by the court, which may improve the company's financial situation [11] - Jichuan Pharmaceutical's subsidiary paid 80 million yuan for exclusive commercialization rights of a drug [12] - Pilin Bio's subsidiary received a notice for the acceptance of a drug supplement application [13] Group 5 - Nepe Mining terminated its investment in Swiss Veritas Resources AG due to changes in conditions [14] - Jinhui Wine announced a cash dividend of 0.20 yuan per share for the first three quarters of 2025 [15] - Hualan Biological's clinical trial for a new drug received approval for an additional indication [16] Group 6 - Industrial Fulian reported a total of 247 million yuan spent on share buybacks as of January 31, 2026 [17] - Yitong Century was pre-selected for a 107 million yuan project with China Tower [18] - Wanfeng Co. noted uncertainty in future price changes for disperse dyes [19] Group 7 - Bibet's clinical trial application for a new drug was approved by the National Medical Products Administration [21] - Chengbang Co. signed new project contracts worth 40.03 million yuan in Q4 2025 [22] - *ST Hengji received a court ruling for a performance compensation of 175 million yuan [23] Group 8 - Jihua Group is planning a change in control, leading to continued stock suspension [24] - Ningbo Port expects a container throughput of 5.03 million TEUs in January 2026, a 9.5% increase [25] - Hengli Petrochemical's actual controller increased his stake by 3.3 million shares [26] Group 9 - Hongfuhan signed a sales contract worth 480 million yuan with Guangdong Quanxiang [27] - All New Good's shareholder lifted a judicial freeze on 4.36% of the company's shares [28] - Changchun High-tech's subsidiary's clinical trial application for a new drug was accepted [29] Group 10 - Xingqi Eye Medicine's clinical trial for a new drug entered the first/second phase [31] - Hanma Technology reported a 140.04% increase in new energy heavy truck production in January 2026 [32] - Hengfeng Paper plans to invest 349 million yuan in a new green printing project [33] Group 11 - Zhifei Biological's mRNA vaccine for shingles received clinical trial approval [34] - Yutong Bus reported a 15.35% decrease in production in January 2026 [35] - StarNet Ruijie plans to sign a lease contract with an affiliate for a total rent of up to 110 million yuan [36] Group 12 - Hacheng Bonda's director completed a 0.97% share reduction [37] - Hendi Pharmaceutical's application for a new drug was approved [38] - Xinhua Medical's subsidiary received a medical device registration certificate [40] Group 13 - Yaokang Bio reported a 31.49% increase in net profit for 2025 [41] - Gaotie Electric reported a 14.02% increase in net profit for 2025 [42]

黄山旅游发展股份有限公司 对外投资管理办法 （四）对子公司增资扩股或对其他公司增资入股； （五）设立并购基金或产业基金等战略型或财务型投资业务。 本办法所述对外投资不包括固定资产投资、股票投资、债券投资、期货投资、 期权投资、委托理财及投资其他金融衍生品种等金融投资活动。 （2026 年 2 月修订） 第一章 总则 第一条 为建立规范、有效、科学的投资决策体系和机制，进一步加强黄山 旅游发展股份有限公司（以下简称"公司"）的对外投资管理，规范投资行为，防 范投资风险，提高投资效益，根据《中华人民共和国民法典》、《中华人民共和国 公司法》、《企业国有资产交易监督管理办法》、《黄山市市属企业重大事项监督管 理办法》及有关国资监管规定等法律、法规和《公司章程》，制定本办法。 第二条 本办法所称对外投资，是指以货币资金、实物资产、无形资产以及 法律法规允许的其他方式，进行的各种形式的对外投资活动，包括但不限于： （一）全资或与他人合资新设公司； （二）部分或全部收购其他公司资产或股权； （三）公司内部母子公司及子公司间的股权转让； 第三条 对外投资管理是指对外投资项目的投前论证、投中实施和投后管理 的全流程管理。投前 ...

证券代码：600054(Ａ股) 股票简称：黄山旅游(Ａ股) 编号：2026-005 900942(Ｂ股) 黄山Ｂ股(Ｂ股) 黄山旅游发展股份有限公司 关于投资建设黄山滨江东路 12 号酒店项目的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： ● 风险提示：项目建设期间可能受材料、劳动力成本等要素价格波动、施工 管理、部分未预见费用增加等诸多因素影响，从而影响项目的建设成效。受经济 环境、宏观政策、市场情况以及经营管理等多方面因素的影响，项目在经营过程 中可能存在不达预期收益的风险。 一、项目投资概述 1、根据 2024 年 12 月 13 日公司第九届董事会第五次会议决议，同意公司参 与安徽省黄山市屯溪区滨江东路 12 号利港尚公馆 1 幢 29 套在建工程（含配套对 应的地下室）司法拍卖竞买资产（详见公司 2024-042 号公告）。根据淘宝网司 法拍卖网络平台于 2024 年 12 月 17 日公示的《网络竞价成功确认书》，公司以 16,530.63 万元竞拍取得上述资产（详见公司 2024-043 ...

证券代码：600054(Ａ股) 股票简称：黄山旅游(Ａ股) 编号：2026-004 900942(Ｂ股) 黄山Ｂ股(Ｂ股) 黄山旅游发展股份有限公司 第九届董事会第十九次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 黄山旅游发展股份有限公司（以下简称"公司"）第九届董事会第十九次会 议通知于 2026 年 1 月 31 日以书面送达、传真或者电子邮件等方式发出，会议于 2026 年 2 月 3 日以通讯表决方式召开。本次会议应出席董事 11 名，实际出席董 事 11 名。本次会议由公司董事长章德辉先生召集并主持。本次会议的召开符合 《公司法》和《公司章程》的有关规定。本次会议审议情况如下： 一、审议通过了《关于投资建设黄山滨江东路 12 号酒店项目的议案》； 表决结果：同意 11 票，反对 0 票，弃权 0 票。 会议同意公司投资建设黄山滨江东路 12 号酒店项目，预计投资金额约为 5.3 亿元（具体以实际投资金额为准）。 二、审议通过了《关于修订<对外投资管理办法>的议案》。 表决结果：同意 11 票，反对 ...

格隆汇2月3日丨黄山旅游(600054.SH)公布，随着黄山市大交通格局的不断完善，为顺应黄山市旅游发 展趋势，丰富目的地旅游产品供给，公司于2026年2月3日召开第九届董事会第十九次会议，审议通过了 《关于投资建设黄山滨江东路12号酒店项目的议案》，同意公司投资建设黄山滨江东路12号酒店项目， 预计投资金额约为5.3亿元（具体以实际投资金额为准），资金来源为公司自筹资金。 ...

每经AI快讯，2月3日，黄山旅游(600054.SH)公告称，公司计划投资约5.3亿元建设黄山滨江东路12号酒 店项目，资金来源为自筹资金。该项目位于黄山市中心政务区及商务区范围核心，属于中心城区稀缺地 块，区位优势明显。项目主要内容包括对原建筑进行结构加固与空间优化，重构公共区域动线，客房配 置约490间，并按照国际品牌标准对各功能区域实施精装。项目建设周期预计为24个月。 ...