财通资管数字经济混合发起式A（017483）成立日期2022年12月26日，最新规模9.2亿。今年以来收益 17.92%，同类排名478/8887；近一年收益65.45%，同类排名587/8134；成立以来收益142.07%。 财通资管数字经济混合发起式A（017483）基金经理为包斅文。 截至发稿，包斅文累计任职时间4年97天，现任基金资产总规模60.14亿元，任职期间最佳基金回报 137.46%， 任职期间最差基金回报8.01%。 2月26日，泰豪科技涨5.92%，截至发稿，报14.84元/股，成交11.13亿元，换手率9.27%，总市值126.57 亿元。 资料显示，泰豪科技股份有限公司位于江西省南昌市高新开发区清华泰豪大楼，成立日期1996年3月20 日，上市日期2002年7月3日，公司主营业务涉及军工装备、智能电力产品的研发、生产、销售与服务。 主营业务收入构成为：应急装备业务66.49%，军工装备业务32.08%，售后服务0.68%，房租及物业管理 类0.66%，材料让售0.09%。 从泰豪科技十大流通股东角度 数据显示，财通证券资管旗下1只基金位居泰豪科技十大流通股东。财通资管数字经济混合发起式 ...

Group 1 - The A-share market saw a strong performance in robotics-related stocks, with notable gains in several companies [1] - Jingzhu Technology (精锻科技) increased by over 17%, while Yimikang (依米康) rose by over 11% [1] - Other companies such as Bohai Automotive (渤海汽车), Chuanrun Co. (川润股份), and Dongyangguang (东阳光) reached the daily limit of 10% increase [1] Group 2 - The following table summarizes the performance of key stocks in the robotics sector, including their percentage increase and market capitalization: - Jingzhu Technology (300258): +17.52%, Market Cap: 9.419 billion [2] - Yimikang (300249): +11.51%, Market Cap: 7.849 billion [2] - Bohai Automotive (600960): +10.10%, Market Cap: 5.389 billion [2] - Chuanrun Co. (002272): +10.02%, Market Cap: 8.786 billion [2] - Dongyangguang (600673): +10.02%, Market Cap: 110.1 billion [2] - Other notable stocks include Bojie Co. (博杰股份), Rifa Precision Machinery (日发精机), and Changhua Group (长华集团) with increases around 10% [2]

Investment Rating - The report maintains an investment rating of "Leading the Market-A" for the general machinery sector [1][10]. Core Insights - The demand for power in North American data centers is increasing, leading to opportunities for domestic gas generator replacements and overseas expansion [1][10]. - The global power consumption of data centers is projected to double from approximately 415 TWh in 2024 to 945 TWh by 2030, indicating a significant growth trajectory [5]. - Caterpillar's revenue reached a historical high of $67.6 billion in 2025, with a 71% year-on-year increase in orders, driven by the surge in demand for data center backup power and gas engines [6][10]. Summary by Sections Market Performance - The general machinery sector has shown strong performance over the past year, with significant growth in the energy and power segment, which achieved a revenue of $9.4 billion, a 23% year-on-year increase [2][6]. Data Center Power Solutions - The increasing reliance on off-grid power solutions in data centers is driven by the mismatch between data center construction cycles and grid expansion timelines, necessitating the use of gas engines as primary power sources [5][8]. - Wärtsilä has secured orders for 507 MW of gas engines for data centers in the U.S., highlighting the growing trend of using gas engines for primary power supply [3][7]. Engine Market Dynamics - The share of gas engines in data center power generation is expected to rise from 28.6% in 2020 to 53.7% by 2024, with projections indicating a further increase to 70.8% by 2030, corresponding to a market size of approximately 101.8 billion RMB [8][10]. - The advantages of medium-speed engines include shorter delivery times, operational reliability in various environments, cost-effectiveness, and compliance with low emissions standards [9]. Investment Opportunities - The imbalance in supply and demand for gas engines in overseas markets presents an opportunity for domestic manufacturers to expand internationally [10][11]. - Key companies to watch include Weichai Heavy Machinery and Weichai Power, which have advantages in the North American market and in the production of gas engines [11].

证券日报网讯2月6日，泰豪科技（600590）在互动平台回答投资者提问时表示，公司应急电源类产品严 格遵循国家相关标准规范设计生产，可保障突发状况下的基本运行能力，符合行业通用规范。 ...

股票代码：600590 股票简称：泰豪科技 公告编号：临 2026-006 泰豪科技股份有限公司 关于终止发行股份购买资产暨关联交易事项投资者说明会 召开情况的公告 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。 泰豪科技股份有限公司（以下简称"公司"）于 2026 年 1 月 31 日披露了《关 于终止发行股份购买资产暨关联交易事项的公告》（公告编号：临 2026-004）， 并于 2026 年 2 月 6 日（星期五）15:30-16:30 召开了关于终止发行股份购买资 产暨关联交易事项的投资者说明会，现将说明会情况公告如下： 一、说明会召开的时间、地点和方式 会议召开时间：2026 年 2 月 6 日（星期五）15:30-16:30 会议召开地点："投关易"微信小程序 会议召开方式：网络互动方式 二、出席说明会的人员 答：尊敬的投资者您好！公司基于"生产一代、研制一代、储备一代"原则， 不断加大对关键技术的研发投入。近年来，围绕军工装备产业，公司围绕武器装 备信息化、智能化、无人化方向开展业务，聚焦新域新质作战力量与低空 ...

| 代码 | 简称 | 最新融资余额（万元） | 较前一个交易日增减（%） | 当日涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | --- | | 301636 | 泽润新能 | 12421.74 | 92.32 | 20.01 | 电力设备 | | 600590 | 泰豪科技 | 51506.68 | 62.78 | 10.04 | 国防军工 | | 002455 | 百川股份 | 50441.30 | 55.08 | 10.03 | 基础化工 | | 002531 | 天顺风能 | 56942.50 | 55.04 | 7.64 | 电力设备 | | 920086 | 科马材料 | 1461.79 | 49.71 | 3.52 | 汽车 | | 920957 | 汉维科技 | 197.09 | 47.69 | 2.94 | 基础化工 | | 688025 | 杰普特 | 30411.65 | 41.93 | 18.87 | 机械设备 | | 002165 | 红宝丽 | 55682.70 | 39.30 | 10.04 | 基础化工 | | 920651 | ...

Market Overview - The Shanghai Composite Index rose by 1.29% to close at 4067.74 points, with a daily high of 4069.42 points [2] - The Shenzhen Component Index increased by 2.19% to close at 14127.11 points, reaching a peak of 14129.6 points [2] - The ChiNext Index saw a rise of 1.86%, closing at 3324.89 points, with a maximum of 3332.48 points [2] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 26,977.76 billion yuan, with a financing balance of 26,810.52 billion yuan and a securities lending balance of 167.24 billion yuan [3] - The margin trading and securities lending balance decreased by 25.79 billion yuan compared to the previous trading day [3] - The Shanghai market's margin trading balance was 13,685.83 billion yuan, down by 42.8 billion yuan from the previous day, while the Shenzhen market's balance was 13,291.92 billion yuan, up by 17.01 billion yuan [3] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - Xinyi Technology (300502.SZ) with 4.719 billion yuan - Zhongji Xuchuang (300308.SZ) with 3.37 billion yuan - Xinwei Communication (300136.SZ) with 2.499 billion yuan [4] Fund Issuance - Three new funds were issued yesterday: - Nuoan Zhiying Preferred Three-Month Holding Mixed Fund (FOF) C - Nuoan Zhiying Preferred Three-Month Holding Mixed Fund (FOF) A - Bodao Xinghang Mixed Fund [5] Top Net Buying by Brokerage Firms - The top ten net buying amounts by brokerage firms were: - Aerospace Development (000547.SZ) with 1,294.43 million yuan - Tongyu Communication (002792.SZ) with 607.89 million yuan - Hailanxin (300065.SZ) with 522.07 million yuan [7]

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

证券之星消息，2月3日军工电子板块较上一交易日上涨3.85%，泰豪科技领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。军工电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600590 | 泰家科技 | 11.62 | 10.04% | 34.44万 | | 4.00亿 | | 000547 | 航大发展 | 32.38 | 9.99% | 446.84万 | | 138.72亿 | | 688522 | 纳睿雷达 | 43.17 | 8.74% | 10.62万 | | 4.48亿 | | 002413 | 雷科防务 | 14.36 | 7.40% | 264.12万 | | 37.05亿 | | 688011 | 新光光电 | 68.23 | 6.83% | 2.35万 | | 1.57亿 | | 300447 | 全信股份 | 20.19 | 6.38% | 22.89万 | | 4.54亿 | ...

Group 1 - The core viewpoint of the article highlights a strong performance in the robotics sector, with several stocks experiencing significant gains [2] - Kaiwang Technology reached a 20% limit up, indicating strong investor interest and confidence in the company [2] - Jintuo Co. also hit the limit up, showcasing a similar trend among robotics stocks [2] Group 2 - High Measurement Co. saw an increase of over 10%, further reflecting the positive momentum in the robotics industry [2] - Other companies such as Huazi Technology and Huayi Technology also experienced gains, contributing to the overall strength of the sector [2] - Previously, companies like Shenjian Co. and Taihao Technology had their stocks locked up, indicating prior investor confidence [2]