Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the Shenzhen Component and ChiNext indices saw upward movements, with the Shanghai and Shenzhen markets recording a half-day trading volume of 1.33 trillion yuan, an increase of 30.7 billion yuan from the previous trading day [1] - Over 2,700 stocks in the market rose, with notable strength in the electric grid equipment sector, where companies like Suyuan Electric and Sifang Co. reached new highs [1] - The non-ferrous metals sector remained active, with Xianglu Tungsten and Zhangyuan Tungsten achieving consecutive gains [1][7] - The CPO concept stocks surged again, with Tianfu Communication rising over 10% to set a new historical high [1] - The gas turbine concept stocks exploded, with Yingliu Co. and Changbao Co. hitting the daily limit [1] Electric Grid Equipment Sector - The electric grid equipment sector showed strong performance, with stocks like Suyuan Electric, Sifang Co., Shun Sodium Co., and Senyuan Electric hitting the daily limit [1][12] - The sector's growth is supported by a significant increase in transformer exports, which reached a record value of 64.6 billion yuan in 2025, marking a nearly 36% increase from the previous year [2][3] Non-Ferrous Metals Sector - The non-ferrous metals sector saw a notable increase, with black tungsten concentrate prices rising by 25.19% to 671,000 yuan per ton, and ammonium paratungstate prices increasing by 24.68% to 985,000 yuan per ton [7][17] - The Producer Price Index (PPI) showed a positive growth of 0.4% month-on-month in January 2026, the highest growth rate since May 2022, indicating potential price increases in the non-ferrous, electronics, and chemical industries [7] Liquid Cooling and Computing Power Rental Sector - The liquid cooling concept stocks also performed well, with companies like Chuanrun Co., Bojie Co., and Yingwei Co. hitting the daily limit [3][10] - The computing power rental sector remained active, with stocks like Dazhi Technology achieving four consecutive gains, and UCloud announcing a price increase for all cloud products and services starting March 1, 2026, due to rising costs [6][20] Media and Entertainment Sector - The media and entertainment sector faced a collective decline, with companies like Huanrui Century and Hengdian Film experiencing significant drops [1] Summary - Overall, the market continued to show a mixed trend, with the ChiNext index gaining over 1%. Technology growth stocks, particularly in electric grid equipment, liquid cooling, gas turbines, and computing power rental, led the gains, while the media and consumer sectors faced adjustments [9]

Core Insights - The A-share market saw a significant rally in computing power concept stocks, with notable gains from companies like UCloud (up over 14%) and others reaching their daily limit [1][2] - UCloud announced a price increase for its products and services starting March 1, 2026, due to rising costs in core hardware procurement and infrastructure driven by global supply chain disruptions [1] Stock Performance Summary - UCloud (688158) experienced a 14.09% increase, with a total market capitalization of 19.5 billion and a year-to-date gain of 52.47% [2] - Other notable performers included: - Dazhi Technology (600589) up 10% with a market cap of 20.6 billion and a year-to-date increase of 93.58% [2] - Jinkai New Energy (600821) up 9.97% with a market cap of 13 billion and a year-to-date increase of 27.65% [2] - Dongfang Guoxin (300166) up 7.48% with a market cap of 17 billion and a year-to-date increase of 46.18% [2] - Taicheng Light (300570) up 7.06% with a market cap of 32.4 billion and a year-to-date increase of 23.63% [2] - Other companies like Xiechuang Data (300857) and Shoudu Online (300846) also saw gains of over 6% [1][2]

Core Viewpoint - The A-share market opened higher on February 12, with the Shanghai Composite Index up 0.12%, the Shenzhen Component Index up 0.12%, and the ChiNext Index up 0.30% [1] Group 1: Sector Performance - The power sector opened strong, with notable stocks such as Yunnan Energy Holdings and Jin Kong Power both experiencing significant gains [2][3] - The computing power leasing concept continued its strong performance, with Dawei Technology achieving a four-day consecutive rise and Youke De increasing by over 10% [4][5] Group 2: Market Sentiment and Outlook - Dongguan Securities noted that as the Spring Festival approaches, investor sentiment is becoming more cautious, leading to a potential reduction in trading volume and a phase of consolidation in the A-share market [6] - Caixin Securities indicated that despite a decrease in market activity, there are still structural opportunities available, particularly in sectors with concentrated favorable events [7] - CITIC Securities projected that commodities will remain a preferred investment direction in 2026, driven by factors such as risk aversion and fundamental improvements [8]

Core Viewpoint - The A-share market saw a significant rise in computing power concept stocks, with notable gains from companies like UCloud and others, driven by an announcement regarding price adjustments due to rising costs in the global supply chain [1] Group 1: Stock Performance - UCloud (688158) experienced a rise of 14.09%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.47% [2] - Dazhi Technology (600589) increased by 10%, with a market cap of 20.6 billion and a year-to-date rise of 93.58% [2] - Jinkai New Energy (600821) saw a gain of 9.97%, with a market cap of 13 billion and a year-to-date increase of 27.65% [2] - Dongfang Guoxin (300166) rose by 7.48%, with a market cap of 17 billion and a year-to-date increase of 46.18% [2] - Taicheng Light (300570) increased by 7.06%, with a market cap of 32.4 billion and a year-to-date rise of 23.63% [2] - Other notable performers include Xiechuang Data (300857) up 6.86%, Shoudu Online (300846) up 6.22%, and Tianfu Communication (300394) up 5.96% [2] Group 2: Price Adjustment Announcement - UCloud announced a price increase for all products and services starting March 1, 2026, due to significant and structural increases in core hardware procurement and infrastructure costs [1]

| | 2.11上市公司盘后增持情况 | | --- | --- | | | 金开新能 取得不超过5.4亿元股票回购贷款承诺函 | | 2 | 衢州东峰 | 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，2月11日，盘后金开新能、衢州东峰披露增持情况。包括欢瑞世纪、英飞特、捷顺科技、罗博 特科、天龙集团、东利机械、科瑞技术、欧科亿在内的8家A股上市公司披露减持情况。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，2月11日，盘后金开新能、衢州东峰披露增持情况。包括欢瑞世纪、英飞特、捷顺科技、罗博 特科、天龙集团、东利机械、科瑞技术、欧科亿在内的8家A股上市公司披露减持情况。 | | | 2.11上市公司盘后增持情况 | | --- | --- | --- | | 1 | 金开新能 | 取得不超过5.4亿元股票 ...

Group 1 - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in H3C and for other projects [1] - Dawi Technology's Zhangbei data center project will not involve computing power leasing and is expected to have minimal revenue contribution in 2025 [2] - Kaixin Network's subsidiary signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [3] Group 2 - Newray plans to acquire a 70% stake in PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position [4] - Shangwei New Materials' embodied intelligent robot business is still in the product development stage and has not yet generated revenue [5] - Lanshi Heavy Industry's deputy general manager is under investigation for suspected violations, but the company's operations remain unaffected [6] Group 3 - Tianji Technology is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations are normal [8] - Top Group expects a net profit decline of 3% to 13% in 2025, despite revenue growth of 8.08% to 14.10% [9] - Shoulu Hotel's subsidiary plans to invest 281 million yuan in a new hotel property project, expected to enhance its business scale and profitability [10] Group 4 - Pingzhi Information plans to raise no more than 1 billion yuan for the construction of a domestic intelligent computing center [11] - Dongfang Guoxin's Inner Mongolia intelligent computing center project has been partially completed, contributing a small revenue share [12] - Zhongwei Semiconductor intends to allocate 1 billion yuan of surplus fundraising for a new investment project [13] Group 5 - Guolin Technology plans to issue up to 16.5 million shares, which will increase its total share capital to 201 million shares [14] - Dabeinong reported a 22.71% year-on-year increase in pig sales in January [15] - Qiu Tai Technology sold 41.48 million mobile camera modules in January, a 19.5% year-on-year increase [19]

证券代码：600821 证券简称：金开新能 公告编号：2026-014 金开新能源股份有限公司 关于取得金融机构股票回购贷款承诺函的公告 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。 一、回购股份方案的基本情况 金开新能源股份有限公司（以下简称"金开新能"或"公司"）于 2026 年 2 月 9 日召开 2026 年第一次临时股东会，审议通过《关于以集中竞价交易方式回购公司股份 的议案》，拟使用不低于 5 亿元（含）且不超过 6 亿元（含）的自有资金或自筹资金， 以不超过 7.50 元/股（含），通过集中竞价交易方式回购公司股份，用于注销并减少公 司注册资本，回购股份期限自公司股东会审议通过回购方案之日起不超过 12 个月。回 购方案具体内容详见公司于 2026 年 1 月 24 日在上海证券交易所网站披露的《关于以集 中竞价交易方式回购股份的预案》（公告编号：2026-004）。 二、取得金融机构股票回购贷款承诺函的情况 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监管指 引第 7 号——回购股份》等 ...

证券代码：600821 证券简称：金开新能 公告编号：2026-012 金开新能源股份有限公司 2026年第一次临时股东会决议公告 本次股东会采取现场投票与网络投票相结合的表决方式，均符合《公司法》及《公司章程》的规定。本 次股东会由公司董事会召集。公司董事长尤明杨先生因工作原因无法现场出席主持会议，经公司过半数 董事共同推举，由公司董事战友先生主持本次股东会，符合《公司法》和《公司章程》的有关规定。 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： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东会召开的时间：2026年2月9日 (二)股东会召开的地点：北京市西城区新兴东巷10号三层会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 (五)公司董事和董事会秘书的列席情况 1、公司在任董事9人，列席9人； 2、公司董事会秘书、副总经理（代为履行总经理职责）范晓波先生列席本次会议；公司财务负责人、 ...

金开新能源股份有限公司章程 （于 2026 年 2 月部分修订） 金开新能源股份有限公司 发布 Nyocor Co., Ltd | | 金开新能源股份有限公司章程 | 2 | | --- | --- | --- | | 第一章 | 总 则 | 2 | | 第二章 | 经营宗旨和范围 4 | | | 第三章 | 股份 | 4 | | 第四章 | 股东和股东会 8 | | | 第五章 | 党组织 28 | | | 第六章 | 董事和董事会 31 | | | 第七章 | 高级管理人员 50 | | | 第八章 | 财务会计制度、利润分配、审计和劳动合同制度 52 | | | 第九章 | 通知和公告 57 | | | 第十章 | 合并、分立、增资、减资、解散和清算 58 | | | 第十一章 | 修改章程 63 | | 金开新能源股份有限公司章程 第一章 总 则 第一条 为维护金开新能源股份有限公司（以下简称公司）、 股东、职工和债权人的合法权益，规范公司的组织和行为，根据 《中华人民共和国公司法》（以下简称《公司法》）、《中华人民 共和国证券法》（以下简称《证券法》）和其他有关规定，制定本 章程。 第二条 公司系依 ...

证券代码：600821 证券简称：金开新能 公告编号：2026-013 金开新能源股份有限公司 关于回购股份并注销减少注册资本暨通知债权人的公告 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。 根据《公司法》等相关法律、法规的规定，公司债权人自接到公司通知起 30 日内、 未接到通知者自本公告披露之日起 45 日内，有权凭有效债权文件及相关凭证要求公司 清偿债务或者提供相应担保。债权人如逾期未向公司申报债权，不会因此影响其债权的 有效性，相关债务将由公司根据债权文件约定继续履行。 （一）债权申报所需材料 公司债权人可持证明债权债务关系存在的合同、协议及其他凭证的原件及复印件到 公司申报债权。债权人为法人的，需同时携带法人营业执照副本原件及复印件、法定代 表人身份证明文件；委托他人申报的，除上述文件外，还需携带法定代表人授权委托书 和代理人有效身份证件的原件及复印件。债权人为自然人的，需同时携带有效身份证件 的原件及复印件；委托他人申报的，除上述文件外，还需携带授权委托书和代理人有效 身份证件的原件及复印件。 （二）债权申报的具 ...