证券代码：600667 证券简称：太极实业 公告编号：临 2026-009 无锡市太极实业股份有限公司 6、中标质量：合格。 二、联合体内部职责分工 关于子公司十一科技中标重大项目工程的公告 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。 无锡市太极实业股份有限公司（以下简称"公司"）于 2026 年 2 月 6 日发 布《关于子公司十一科技项目预中标公示的提示性公告》（公告编号：临 2026-007）， 子公司信息产业电子第十一设计研究院科技工程股份有限公司（以下简称"十一 科技"）与上海建工四建集团有限公司（以下简称"上海四建"）组成的联合体 为华虹宏力半导体（无锡）有限公司的华虹 FAB9B 项目工程总承包（以下简称 "项目"）拟确定中标人。近日，十一科技收到招标人华虹宏力半导体（无锡） 有限公司和招标代理机构上海机电设备招标有限公司发来的《中标通知书》，确 认联合体为项目的中标单位。现将中标情况公告如下： 一、中标项目概况 1、招标人：华虹宏力半导体（无锡）有限公司； 2、工程名称：华虹 FAB9B 项目工程总承包； ...

根据《联合体协议书》约定的分工，预计十一科技合同工作量占比为98.46%，对应金额约为37.19亿 元。以上金额占比仅为初步估算数据，最终实际金额以签订的正式合同为准。 格隆汇2月11日丨太极实业(600667.SH)公布，公司子公司信息产业电子第十一设计研究院科技工程股份 有限公司（简称"十一科技"）与上海建工四建集团有限公司（简称"上海四建"）组成的联合体为华虹宏 力半导体（无锡）有限公司的华虹FAB9B项目工程总承包（简称"项目"）拟确定中标人。近日，十一科 技收到招标人华虹宏力半导体（无锡）有限公司和招标代理机构上海机电设备招标有限公司发来的《中 标通知书》，确认联合体为项目的中标单位，中标价37.78亿元。 ...

太极实业2月11日公告，子公司十一科技与上海建工四建集团有限公司组成的联合体为华虹宏力半导体 （无锡）有限公司的华虹FAB9B项目工程总承包拟确定中标人。近日，十一科技收到招标人华虹宏力 半导体（无锡）有限公司和招标代理机构上海机电设备招标有限公司发来的《中标通知书》，确认联合 体为项目的中标单位。中标价为37.78亿元，工期为350天。根据《联合体协议书》约定的分工，预计十 一科技合同工作量占比为98.46%，对应金额约为37.19亿元。本项目的中标体现了十一科技在国内集成 电路产业工程领域的EPC领先地位。如能签订正式合同，因项目存在跨年实施，且受合同签订时间、开 工日期及实施进度影响，对公司2026年度业绩的影响存在不确定性。 ...

太极实业公告称，子公司十一科技与上海四建组成的联合体，成为华虹宏力 半导体有限公司华虹 FAB9B项目工程总承包中标单位，中标价37.78亿元，工期350天，质量要求合格。十一科技为牵头方， 预计合同工作量占比98.46%，对应金额约37.19亿元。该项目体现十一科技在 集成电路产业工程领域 EPC领先地位，若签订正式合同，因跨年实施及进度等因素，对2026年度业绩影响不确定。目前仅为中 标信息，实施存在不确定性。 ...

太极实业公告，子公司十一科技与上海建工四建集团有限公司组成的联合体为华虹宏力半导体（无锡） 有限公司的华虹FAB9B项目工程总承包拟确定中标人。近日，十一科技收到招标人华虹宏力半导体 （无锡）有限公司和招标代理机构上海机电设备招标有限公司发来的《中标通知书》，确认联合体为项 目的中标单位。中标价为37.78亿元，工期为350天。根据《联合体协议书》约定的分工，预计十一科技 合同工作量占比为98.46%，对应金额约为37.19亿元。本项目的中标体现了十一科技在国内集成电路产 业工程领域的EPC领先地位。如能签订正式合同，因项目存在跨年实施，且受合同签订时间、开工日期 及实施进度影响，对公司2026年度业绩的影响存在不确定性。 （文章来源：第一财经） ...

Investment Rating - The investment rating for the construction decoration industry is "Positive" (maintained) [4] Core Viewpoints - The State Council meeting on February 6 emphasized the importance of effective investment for stabilizing economic growth, with major projects being a key focus for the "14th Five-Year Plan" [4][11] - In 2026, various provinces are disclosing major project lists, maintaining high investment intensity, with many provinces planning investments around 1 trillion yuan, indicating that stabilizing investment remains a core strategy for local economic work [5][12] - Infrastructure projects dominate the disclosed lists, with significant investments in transportation, municipal, water conservancy, and energy sectors, while advanced manufacturing and new energy projects are also on the rise, reflecting a focus on industrial upgrades and future growth [5][12] Summary by Sections 1. Weekly Insights - The State Council has set the direction for effective investment, highlighting major projects as crucial for the "14th Five-Year Plan" [11] - The focus is on long-term development needs and building future competitive advantages in key areas such as infrastructure and emerging industries [11] 2. Company Dynamics 2.1. Order-related - Companies like Chongqing Construction and Beixin Road and Bridge have secured significant project contracts, with Chongqing Construction winning two major projects worth approximately 11.19 billion yuan combined [14] 2.2. Other - Companies are engaging in strategic moves such as equity transfers and establishing investment funds to focus on sectors like intelligent manufacturing and new materials [16] 3. Market Review 3.1. Sector Tracking - The Shanghai Composite Index fell by 1.27%, while the construction decoration index dropped by 1.81%, with only a few stocks showing gains [17] 3.2. Major Transactions - A total of three companies engaged in block trades, with significant transaction volumes reported [18] 3.3. Infrastructure Data Tracking - New special bonds issued this week amounted to 134.28 billion yuan, with a cumulative issuance of 516.46 billion yuan, reflecting a year-on-year increase of 125.35% [22] 3.4. Funding Tracking - The macroeconomic indicators show a slight decline in the USD to RMB exchange rate and a decrease in the yield of ten-year government bonds [24]

Core Viewpoint - The A-share market has seen a significant rally in semiconductor stocks, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Guoxin Technology has increased by over 13% [1] - Xinyuan Technology has risen by more than 12% [1] - Changguang Huaxin and Huahai Chengke have both gained over 9% [1] - Guoke Microelectronics, Canxin Technology, Taiji Industry, Yuanjie Technology, and Guangliwei have all seen increases of over 7% [1] - Huaya Intelligent, Jiangfeng Electronics, China Shipbuilding Industry, Dike Co., Changdian Technology have all risen by over 6% [1] - Moer Thread, Tianyue Advanced, Zhaoyi Innovation, and Cambrian have all increased by over 5% [1]

Group 1 - The A-share semiconductor market is experiencing a collective surge, with notable stocks such as Guoxin Technology rising over 13% and Xinyuan shares increasing by more than 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion for the first time this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the speed at which the semiconductor market is surpassing the $1 trillion mark is much faster than anticipated, which is a positive sign for the entire business world [1] - The significant demand for new data center computers is generating substantial profits for companies like NVIDIA and Micron Technology, allowing the industry to consistently exceed growth expectations [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a remarkable acceleration in growth [1]

Group 1 - The semiconductor sector in the A-share market has shown significant strength, with notable stock increases such as Guoxin Technology rising over 13% and Xinyuan shares increasing over 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the semiconductor market's rapid growth to surpass the $1 trillion mark is a positive sign for the entire business world, with demand for new data center computers significantly benefiting companies like NVIDIA and Micron Technology [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a faster-than-expected growth trajectory [1]

南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益6%，同类排 名1533/5579；近一年收益35.04%，同类排名1803/4289；成立以来收益21.23%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 从太极实业十大流通股东角度 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居太极实业十大流通股东。南方中证1000ETF（512100）三季度减 持14.39万股，持有股数1348.5万股，占流通股的比例为0.64%。根据测算，今日浮盈赚取约633.8万元。 2月9日，太极实业涨5.07%，截至发稿，报9.74元/股，成交9.55亿元，换手率4.78%，总市值203.72亿 元。 南方中证1000ETF（512100）基金经理为崔蕾。 资料显示，无锡市太极实业股份有限公司位于江苏省无锡市梁溪区兴源北路401号21层，成立日期1993 年7月26日，上市日期1993 ...