Core Viewpoint - As of January 20, a total of 142 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Fenglong Co., which has seen net buying for 15 consecutive trading days [1] - Other notable stocks with significant net buying days include Anhui Heli, *ST Guohua, Kangchen Pharmaceutical, Jiuding Investment, Shaanxi Coal and Electricity, Yili Co., Microelectrophysiology, and Gansu Expressway [1]

Core Viewpoint - Anhui Heli stated that by the third quarter of 2025, the revenue from its EU export business is expected to account for approximately 7% of the company's total revenue [2] Group 1: Company Overview - The company has established several sales and research institutions in Europe, including Heli European Center in France, Heli European Headquarters in Germany, and Heli European R&D Center [2] - Sales in the European region are primarily conducted through a combination of the company's sales institutions and agents [2]

证券代码：600761 证券简称：安徽合力 公告编号：临 2026-005 安徽合力股份有限公司 关于使用暂时闲置募集资金进行现金管理的 进展公告 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个别及连带责任。 重要内容提示： 1 （二）投资金额 1、杭州银行单位大额存单多元服务 G01 期 3 年 30,000 万元（可转让）； 投资种类：大额存单、结构性存款等。 投资金额：杭州银行单位大额存单多元服务 G01 期 3 年 30,000 万元（可转 让）；杭州银行"添利宝"结构性存款产品 2,500 万元（79 天）；杭州银行"添 利宝"结构性存款产品 1,500 万元（111 天）；杭州银行"添利宝"结构性存款 产品 3,000 万元（173 天）；杭州银行"添利宝"结构性存款产品 1,500 万元（201 天）；杭州银行"添利宝"结构性存款产品 1,500 万元（236 天）。 已履行的审议程序：2026 年 1 月 16 日，安徽合力股份有限公司（以下简称 "公司"）第十一届董事会第二十二次会议审议通过了《关于使用暂时闲置募集 ...

Core Viewpoint - As of January 19, a total of 144 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Fenglong Co., which has seen net buying for 14 consecutive trading days [1] - Other notable stocks with significant net buying days include Anhui Heli, Shanghai Airport, Yong'an Forestry, *ST Guohua, Neway Group, Kangchen Pharmaceutical, Shentong Metro, and Qibin Group [1]

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on mining equipment, AI devices, and consumables [1]. Core Insights - The mechanical industry is expected to enter a new recovery cycle driven by monetary and fiscal policies, with significant capital expenditure anticipated in mining due to rising prices of non-ferrous metals [6][8]. - The AI sector is experiencing rapid growth, leading to increased demand for high-performance servers, GPUs, and advanced PCBs, which are critical for AI applications [6][20]. - The report highlights key companies in various segments, including industrial control, robotics, machine tools, and testing industries, suggesting a broad range of investment opportunities [6][8]. Summary by Sections Industry Overview - The mechanical industry comprises 636 listed companies with a total market capitalization of approximately 70,956.73 billion yuan and a circulating market value of about 58,998.75 billion yuan [3]. Company Profit Forecasts and Valuations - Several companies are highlighted with strong profit forecasts and investment ratings, including: - Huichuan Technology (300124.SZ): EPS forecasted at 2.11 yuan for 2025, with a strong buy rating [2]. - Falan Technology (603966.SH): EPS forecasted at 0.60 yuan for 2025, with a strong buy rating [2]. - Xinjie Electric (603416.SH): EPS forecasted at 1.83 yuan for 2025, with a strong buy rating [2]. - Other notable mentions include companies like Anhui Heli (600761.SH) and Sany Heavy Industry (600031.SH), both receiving strong buy ratings [2]. Market Performance - The mechanical sector has shown a positive performance with a 1.4% increase in the index, while the overall market performance varied across different indices [10][13]. - The 3C equipment segment experienced the highest growth at 14.4%, indicating strong demand in this area [11]. Investment Recommendations - The report suggests focusing on companies that are well-positioned to benefit from the AI wave, such as: - Dingtai High-Tech and Zhongtung High-Tech in the consumables sector [20][21]. - Dazhu CNC and Xinqi Micro-Assembly in the equipment sector [20]. - The report emphasizes the importance of high-end equipment and consumables in the PCB market, projecting significant growth in this area [20][21]. Key Data Tracking - The report includes macroeconomic indicators and industry-specific data, such as the manufacturing PMI and fixed asset investment growth rates, which are crucial for understanding the industry's health [32][36].

Group 1 - The company announced the approval of the expected daily related party transactions for the year 2026 by its 11th Board of Directors at the 22nd meeting [2] - The company also approved a proposal to use temporarily idle raised funds for cash management [2]

（记者 张明双） 每经AI快讯，安徽合力1月16日晚间发布公告称，公司第十一届第二十二次董事会会议于2026年1月16 日以电子通信的方式召开。会议审议了《关于公司2026年度日常关联交易预计的预案》等文件。 每经头条（nbdtoutiao）——白银50天涨逾80%，疯狂程度远超黄金，历史上爆炒白银往往预示贵金属 牛市已到高潮，这次有何不同？ ...

保荐机构核查意见 招商证券股份有限公司 关于安徽合力股份有限公司 使用暂时闲置募集资金进行现金管理的核查意见 招商证券股份有限公司（以下简称"招商证券"、"保荐机构"）作为安徽 合力股份有限公司（以下简称"安徽合力"、"公司"）2022 年公开发行可转 换公司债券的保荐机构，根据《上海证券交易所股票上市规则》《上市公司募集 资金监管规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》 等相关法律、法规和规范性文件的规定，对安徽合力使用暂时闲置募集资金进行 现金管理的事项进行了核查，发表如下核查意见： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准安徽合力股份有限公司公开发行可转 换公司债券的批复》（证监许可[2022]2887 号）核准，并经上海证券交易所同意， 公司向社会公开发行可转换公司债券 2,047.505 万张，每张面值为人民币 100 元， 募集资金总额为 2,047,505,000 元，扣除发行费用人民币 4,327,271.89 元（不含税） 后，实际募集资金净额为人民币 2,043,177,728.11 元。上述资金于 2022 年 12 月 19 日到达公司募集资金 ...

证券代码：600761 证券简称：安徽合力 公告编号：临 2026-004 安徽合力股份有限公司 关于使用暂时闲置募集资金进行现金管理的公告 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个别及连带责任。 重要内容提示： 投资种类：结构性存款、大额存单等安全性高及流动性好的保本型银行理财 产品。 投资金额：总额不超过人民币 43,000 万元（含）且在决议有效期内可滚动 使用。公司将根据募投项目年度投资计划，在确保募集资金投资项目正常进展和 募集资金安全的前提下进行现金管理。 决议有效期：自董事会审议通过之日起 12 个月内有效。 履行的审议程序：安徽合力股份有限公司（以下简称"公司"）于 2026 年 1 月 16 日召开第十一届董事会第二十二次会议，审议通过了《关于使用暂时闲 置募集资金进行现金管理的议案》。该事项无需提交股东会审议。 一、现金管理投资情况概述 （一）投资目的 经中国证券监督管理委员会《关于核准安徽合力股份有限公司公开发行可转 换公司债券的批复》（证监许可[2022]2887 号）核准，并经上海证券交易所同 意，公司 ...

证券代码：600761 证券简称：安徽合力 公告编号：临 2026-003 安徽合力股份有限公司 关于 2026 年度日常关联交易预计的公告 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个别及连带责任。 重要内容提示： 是否需要提交股东会审议：是 日常关联交易对上市公司的影响：本次关联交易属公司日常关联交易， 定价公允合理，遵循平等自愿和诚实信用原则，不存在损害公司及股东利益的情 况。 本公告所载 2025 年度日常关联交易实际发生金额为初步核算数据，未经 会计师事务所审计，具体数据以公司 2025 年年度报告中披露的经审计的财务数 据为准。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 1、独立董事专门会议审议情况 2026 年 1 月 12 日，公司第十一届董事会独立董事专门会议 2026 年第一次 会议审议通过了《关于公司 2026 年度日常关联交易预计的预案》（同意 3 票、 反对 0 票、弃权 0 票）。独立董事对公司 2026 年日常关联交易预计事项发表如 下审核意见：公司 2026 年度日常关联交易预计事项 ...