格隆汇2月3日｜天通控股公告称，公司股票于2026年1月30日、2月2日、2月3日连续三个交易日内日收 盘价格涨幅偏离值累计超20%，属异常波动。经自查，公司生产经营正常，控股股东和实控人无应披露 未披露重大信息。此外，控股股东天通高新集团有限公司及其一致行动人部分股份处于质押状态。2025 年度，公司预计归母净利润亏损1.2亿 - 1.7亿元，扣非净利润亏损1.7亿 - 2.2亿元。公司提示投资者注意 交易、质押、业绩预亏等风险。 ...

智通财经APP讯，天通股份(600330.SH)发布股价异动公告称，公司主营业务为电子材料及高端专用装 备的研发、制造和销售。经自查，公司目前生产经营正常，内部生产经营秩序正常，主营业务未发生重 大变化，公司不存在其他应披露而未披露的重大信息。 ...

Market Overview - The market experienced a rebound with the Shanghai Composite Index and ChiNext Index rising over 1%, while the Shenzhen Component Index increased by more than 2% [1] - The space photovoltaic concept stocks surged, with companies like Dike Co. and Haiyou New Materials hitting the daily limit [1] - CPO and other computing hardware stocks continued their upward trend, with companies such as Robotec and Tiantong Co. also reaching the daily limit [1] - The commercial aerospace sector saw strong performance, with stocks like Aerospace Development and Aerospace Control hitting the daily limit [1] - Overall, more than 4,800 stocks in the Shanghai and Shenzhen markets were in the green, with a total trading volume of 2.56 trillion [1] Hot Topics Photovoltaics - The photovoltaic sector saw significant gains, with stocks like Shuangliang Energy, Aotemi, Lushan New Materials, and Foster hitting the daily limit [4] - Shuangliang Energy's stock price reached 10.10, with a rise of 10.02%, and a market capitalization of 18.925 billion [5] - Lushan New Materials' stock price increased by 10% to 26.51, with a market capitalization of 4.285 billion [6] - The demand for space photovoltaics is expected to grow significantly, with a market size potentially reaching hundreds of billions by 2030 [6] Aerospace - The aerospace sector rebounded sharply, with stocks like Juliyou and Runbei Aerospace hitting the daily limit [7] - SpaceX announced the acquisition of xAI, with a combined valuation expected to reach 1.25 trillion [7][8] - The domestic market is anticipated to enter the era of reusable rockets by 2026, with both commercial and state-owned companies advancing their projects [9] Optical Communication - The optical communication sector experienced a surge, with stocks like Hangdian Co. and Tiantong Co. hitting the daily limit [10] - Alphabet's stock reached a historical high, with expectations for strong fourth-quarter earnings [10] - The OCS project aims to standardize optical switching technology, with significant improvements in network performance reported [12] CPO Technology - CPO technology shipments are projected to scale up significantly from 2026 to 2027, with penetration rates expected to reach 50.6% by 2029 for 3.2T CPO [13]

Market Performance - The electronic chemicals sector increased by 3.75% on February 3, with Tiantong Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Highlights - Tiantong Co., Ltd. (600330) closed at 15.40, up 10.00% with a trading volume of 699,100 shares and a transaction value of 1.063 billion yuan [1] - Guoci Materials (300285) closed at 30.99, up 8.39% with a trading volume of 495,100 shares and a transaction value of 1.510 billion yuan [1] - Guanggang Gas (688548) closed at 20.47, up 7.17% with a trading volume of 329,300 shares and a transaction value of 656 million yuan [1] Fund Flow Analysis - The electronic chemicals sector saw a net inflow of 105 million yuan from institutional investors, while retail investors contributed a net inflow of 271 million yuan [2] - The sector experienced a net outflow of 375 million yuan from speculative funds [2] Individual Stock Fund Flow - Tiantong Co., Ltd. had a net inflow of 299 million yuan from institutional investors, but a net outflow of 149 million yuan from speculative funds [3] - Guoci Materials experienced a net inflow of 13.7 million yuan from institutional investors, with a net outflow of 83.73 million yuan from speculative funds [3] - Guanggang Gas had a net inflow of 11.22 million yuan from institutional investors, while speculative funds saw a net inflow of 24.25 million yuan [3]

Core Viewpoint - The A-share market experienced a significant upward trend, with major indices showing notable gains, particularly in the photovoltaic and computing hardware sectors [2][3]. Market Performance - The Shanghai Composite Index rose by 1.29% to 4067.74 points, the Shenzhen Component Index increased by 2.19% to 14127.11 points, the ChiNext Index gained 1.86% to 3324.89 points, and the Sci-Tech Innovation Index surged by 2.44% to 1803.14 points [2][3]. - The trading volume in the Shanghai and Shenzhen markets reached 2.54 trillion yuan, a decrease of 40.5 billion yuan compared to the previous trading day, with over 4800 stocks rising [6]. Sector Highlights - The photovoltaic industry chain saw a strong performance, with stocks like Zairun New Energy and Dike Co., Ltd. hitting the daily limit of 20% increase [4][5]. - Computing hardware stocks continued their upward trend, with companies such as Robotec and Tiantong Co., Ltd. also reaching the daily limit [5][6]. Capital Flow - Main capital inflows were observed in the communication, photovoltaic equipment, and national defense sectors, while there were outflows in non-ferrous metals, securities, and semiconductors [8]. - Specific stocks that attracted significant net inflows included Aerospace Development, Huasheng Tiancheng, and Kweichow Moutai, with inflows of 2.031 billion yuan, 1.698 billion yuan, and 1.212 billion yuan respectively [9]. - Conversely, stocks like Zhongji Xuchuang, Blue Ocean Yingshi, and Xinyi Sheng faced net outflows of 1.909 billion yuan, 1.128 billion yuan, and 1.1 billion yuan respectively [10]. Institutional Perspectives - Jin Yuan Securities indicated that the market may face short-term adjustment pressure [11]. - Guotai Junan suggested that the volatility in the precious metals sector presents a buying opportunity [12]. - Huatai Securities noted that the core drivers of the current spring market remain unchanged, and adjustments in indices may provide a window for positioning [13].

（文章来源：证券日报） 证券日报网讯 2月2日，天通股份发布公告称，2026年1月份，公司未回购股份。截至2026年1月月底， 公司已累计回购股份254.11万股，占公司总股本的比例为0.21%。 ...

Market Overview - The electronic chemicals sector experienced a decline of 4.11% on February 2, with Zhongjuxin leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable stock performances included: - Tiantong Co., Ltd. (600330) rose by 3.24% to a closing price of 14.00, with a trading volume of 2.2382 million shares and a turnover of 3.168 billion [1] - Zhongjuxin (688549) fell by 10.58% to a closing price of 9.13, with a trading volume of 438,900 shares and a turnover of 414 million [2] - Other significant declines included: - Greenland (603931) down 9.06% to 31.10 - Guangxin Materials (300537) down 6.83% to 24.15 [2] Capital Flow - The electronic chemicals sector saw a net outflow of 1.329 billion from institutional investors, while retail investors had a net inflow of 941 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Capital Flow - Specific stocks showed varied capital flows: - Sanping Xinke (688359) had a net inflow of 12.1261 million from institutional investors [3] - Xinfeng Electronics (688545) saw a net outflow of 1.1008 million from institutional investors but a net inflow of 473.73 million from retail investors [3] - Other stocks like Ruile New Materials (688550) experienced significant outflows from both institutional and retail investors [3]

一、回购股份的基本情况 天通控股股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开的九届 十三次董事会审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》， 同意公司通过上海证券交易所交易系统以集中竞价交易方式回购公司已发行的部 分 A 股股份。本次回购资金总额不低于人民币 2,500 万元（含）且不超过人民币 5,000 万元（含），回购价格不超过人民币 10 元/股（含），资金来源为自有资金及 回购股票专项贷款资金，回购期限自公司董事会审议通过本次回购方案之日起 12 个月内。具体内容详见公司于 2025 年 4 月 29 日、2025 年 5 月 9 日披露的《关于 以集中竞价交易方式回购公司股份方案的公告》《关于以集中竞价交易方式回购股 份的回购报告书》等相关公告。 天通控股股份有限公司 关于股份回购进展公告 证券代码：600330 证券简称：天通股份 公告编号：2026-007 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： | 回购方案首次披露日 | 2025/4/29 | ...

格隆汇2月2日丨天通股份(600330.SH)公布，截至2026年1月月底，公司已累计回购股份254.11万股，占 公司总股本的比例为0.21%，购买的最高价为9.98元/股、最低价为6.93元/股，支付的金额为人民币 25,006,752元（不含交易费用）。 ...

Group 1 - The company has completed the capital increase for its wholly-owned subsidiary, Tiantong Jingmei Technology Co., Ltd., to support the implementation of the "Large Size RF Piezoelectric Wafer Project" [1][2] - The capital increase amounts to 400 million yuan, raising Tiantong Jingmei's registered capital from 100 million yuan to 500 million yuan [1][2] - The new business license for Tiantong Jingmei has been issued, confirming its updated registered capital and operational scope [2] Group 2 - The capital increase is aimed at ensuring the smooth implementation of the fundraising project and improving the efficiency of fund utilization [2] - The decision to increase capital does not harm the interests of the company or minority shareholders and will not adversely affect the company's normal operations [2] - This action aligns with the company's long-term development plan [2]