Core Viewpoint - The company emphasizes a "low inventory, fast turnover" operational principle to manage fluctuations in raw material prices and aims to control the impact of these fluctuations on profits within a reasonable range [2] Group 1: Operational Strategies - The company strengthens procurement and inventory management to respond to changes in raw material prices [2] - The company adjusts product sales prices based on raw material costs and market conditions to mitigate profit impacts [2] - The company plans to leverage its industry chain synergy by optimizing product and customer structure, reducing internal costs, and improving processes to enhance product profitability [2]

Group 1 - Jinwei Co., Ltd. plans to acquire 100% equity of Fusheng Mining for 210 million yuan, which will become a wholly-owned subsidiary and included in the consolidated financial statements [2] - Mengguli intends to invest 929 million yuan to build a project with an annual production capacity of 30,000 tons of lithium-ion battery cathode materials, expected to produce 5,000 tons of high-voltage cobalt acid lithium, 10,000 tons of NCA materials, and 15,000 tons of ultra-high nickel ternary materials [2] - Xiamen Tungsten plans to acquire 39% equity of Jiujiang Dadi Mining, which will help increase mineral resource reserves and improve raw material self-sufficiency [3] Group 2 - Andavil's subsidiary received EASA certification for its aviation kitchen plug-in products, marking compliance with European aviation safety standards [2] - CIMC Vehicles disclosed that the US ITC made a preliminary ruling on anti-subsidy and anti-dumping investigations regarding Van-Type Trailers, indicating potential damage to the US domestic industry [4] - Source Technology plans to invest approximately 1.251 billion yuan to build a second phase project for the R&D and production of optoelectronic communication semiconductor chips and devices [9] Group 3 - Zhongmin Energy intends to acquire 51% equity of Mintou Pumped Storage for 864 million yuan, with the transaction price based on asset evaluation [10] - Ningbo Yunsheng plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [11] - Wenkai Co., Ltd. won a bid for a landscape project worth 50.8162 million yuan [12] Group 4 - China Merchants Shekou achieved a signed sales amount of 7.674 billion yuan in January 2026 [16] - AVIC Optoelectronics reported a net profit of 2.124 billion yuan for 2025, a year-on-year decrease of 36.69% [17] - Tiankang Bio reported a sales revenue of 392 million yuan from pig sales in January 2026, with a month-on-month increase of 6.23% [18] Group 5 - Poly Developments reported a signed amount of 15.617 billion yuan in January 2026, a year-on-year decrease of 13.31% [19] - Chengtou Holdings reported a net profit of 290 million yuan for 2025, a year-on-year increase of 19.67% [20] - Qianjin Pharmaceutical reported a net profit of 288 million yuan for 2025, a year-on-year increase of 24.74% [21]

证券日报网讯2月9日，厦门钨业（600549）在互动平台回答投资者提问时表示，公司根据《财务管理制 度》实行"统一管理、分级核算"的财务管理模式，集团财务管理中心对各级权属企业实行财务垂直管 理，对各级权属企业财务负责人、财务核算与监督进行统一管理，确保财务运作规范。同时，公司一直 重视财务信息化和财务业务一体化工作，依托集团统一的ERP系统基础平台，建立财务信息管理系统。 ...

证券日报网讯 2月9日，厦门钨业在互动平台回答投资者提问时表示，公司坚持"专注于钨钼、能源新材 料和稀土三大核心业务"的战略定位。公司将持续关注航空航天等先进制造业技术发展，围绕相关领域 开展钨钼丝材、钨钼制品、切削工具等相关产品研发及技术储备。 （文章来源：证券日报） ...

证券日报网讯2月9日，厦门钨业（600549）在互动平台回答投资者提问时表示，公司部分产品可以间接 应用于芯片制造领域，目前销售收入占比很小。 ...

Market Overview - The A-share market experienced a strong rally on February 9, with major indices rising across the board and over 4600 stocks increasing in value, indicating active trading sentiment [1][12] - A total of 99 stocks hit the daily limit up, with high-end manufacturing sectors emerging as the primary focus for capital [1] Sector Performance - The high-end manufacturing sector, particularly the electrical equipment industry, showed significant activity, with 17 stocks reaching the limit up, outperforming other sectors [1] - The market displayed a preference for "arbitrage" rather than "creating new trends," with institutions and retail investors not forming a cohesive strategy [2] Key Investment Themes - The core investment themes identified include photovoltaic technology, AI applications, and nuclear fusion, with a notable focus on technology leaders rather than mere capacity expansion [1] - The CPO (Co-Packaged Optics) concept surged by 7.20%, driven by multiple factors including policy support, technological breakthroughs, and increased overseas demand [10][11] Capital Flow Analysis - Significant capital inflow was observed in the communication sector, which rose by 5.17% with nearly 20 billion yuan entering the market, reflecting strong investor interest [5][6] - The top five stocks receiving major capital inflows were primarily in the communication and AI sectors, with NewEase and Tianfu Communication leading the way [7][9] Stock Performance - The stock performance analysis indicated that 79 stocks reached the first limit up, while only 10 advanced to the second limit up, showing a cautious approach from investors [4] - The CPO concept stocks, which have a high weight in the ChiNext 50 index, contributed to a 2.95% increase in the ChiNext 50 ETF, enhancing the attractiveness of the sector [12]

1、为保障公司上游钨原料供应，提高钨资源自给率，厦门钨业股份有限公 司（以下简称"公司"）拟收购九江大地矿业开发有限公司部分股权并实现控股。 近日，公司与北京尚达信投资有限公司（转让方之一，以下简称"尚达信"）签 署《关于九江大地矿业开发有限公司 39%股权转让的股权转让意向协议》（以下 简称"《股权转让意向协议》"），尚达信拟向公司转让其持有的九江大地矿业 开发有限公司（以下简称"标的公司"或"九江大地"）39%股权，公司有意向 收购该股权并支付意向金 2,800 万元。 2、本次签署的《股权转让意向协议》系各方合作意愿的框架性、意向性约 定，各方尚未签署正式的股权转让协议，本次交易能否正式达成尚存在不确定性。 在《股权转让意向协议》履行过程中，仍存在因政策调整、市场环境变化以及公 司基于后续尽职调查与协商的实际情况，而使股权转让方案变更或推进未达预期 的风险。 3、本次股权收购事项尚处于筹划阶段，公司收购部分股权并控股九江大地 的整体交易方案尚需与标的公司及其他股东进一步协商确定，具体收购比例、交 易价格等需根据公司及聘请的中介机构进行的尽职调查、审计、评估等结果情况， 由各方进一步协商并签署正式交易文件 ...

九江大地是以矿产开发采选为主营业务的企业，目前处于矿山前期勘探阶段，无生产经营活动，无业务 经营收入。九江大地目前拥有全资子公司一家即修水县昆山钨矿有限责任公司。 格隆汇2月9日丨厦门钨业(600549.SH)公布，为保障公司上游钨原料供应，提高钨资源自给率，公司拟 收购九江大地部分股权并实现控股。近日，公司与转让方之一尚达信及标的公司签署了《股权转让意向 协议》，公司拟收购尚达信持有的九江大地39%股权，交易价格以转让方所持股权比例乘国资评审备案 的标的公司股东全部权益价值为参考，并经各方充分协商后确定。公司向尚达信支付意向金2,800万 元，尚达信将其持有的九江大地8%股权质押给公司作为意向金担保，意向金自各方签署正式股权转让 协议后等额转为受让方应付转让方的第一期股权转让价款。 ...

厦门钨业公告，公司与北京尚达信投资有限公司签署《关于九江大地矿业开发有限公司39%股权转让的 股权转让意向协议》，尚达信拟向公司转让其持有的九江大地矿业开发有限公司39%股权。公司有意向 收购该股权并支付意向金2800万元。本次签署的《股权转让意向协议》系各方合作意愿的框架性、意向 性约定，各方尚未签署正式的股权转让协议，本次交易能否正式达成尚存在不确定性。 ...

九江大地是以矿产开发采选为主营业务的企业，目前处于矿山前期勘探阶段，无生产经营活动，无业务 经营收入。九江大地目前拥有全资子公司一家即修水县昆山钨矿有限责任公司。 格隆汇2月9日丨厦门钨业(600549.SH)公布，为保障公司上游钨原料供应，提高钨资源自给率，公司拟 收购九江大地部分股权并实现控股。近日，公司与转让方之一尚达信及标的公司签署了《股权转让意向 协议》，公司拟收购尚达信持有的九江大地39%股权，交易价格以转让方所持股权比例乘国资评审备案 的标的公司股东全部权益价值为参考，并经各方充分协商后确定。公司向尚达信支付意向金2,800万 元，尚达信将其持有的九江大地8%股权质押给公司作为意向金担保，意向金自各方签署正式股权转让 协议后等额转为受让方应付转让方的第一期股权转让价款。 ...