Group 1 - The core viewpoint of the news is that Far East Holdings has seen a significant increase in its stock price, rising by 5.26% to reach 12.60 CNY per share, with a trading volume of 5.95 billion CNY and a turnover rate of 2.16%, resulting in a total market capitalization of 279.64 billion CNY [1] - Far East Smart Energy Co., Ltd. is located at No. 8, Science and Technology Avenue, Yixing, Jiangsu, and was established on January 25, 1995, with its listing date on February 6, 1995. The company specializes in smart cable network products and services, smart airport/energy system services, smart automotive power and storage systems, and industrial internet [1] - The revenue composition of Far East Holdings is as follows: cable segment accounts for 88.95%, airport segment 5.79%, and battery segment 5.58% [1] Group 2 - Among the top ten circulating shareholders of Far East Holdings, a fund under Morgan Fund ranks as a significant shareholder. The Morgan Emerging Power Mixed A Fund (377240) entered the top ten circulating shareholders in the third quarter, holding 18.94 million shares, which represents 0.85% of the circulating shares. It is estimated that the fund has earned approximately 11.93 million CNY in floating profit today [2] - The Morgan Emerging Power Mixed A Fund (377240) was established on July 13, 2011, with a current scale of 8.815 billion CNY. Year-to-date, it has incurred a loss of 2.35%, ranking 8538 out of 8874 in its category; however, it has achieved an annual return of 84%, ranking 298 out of 8124 in the past year, and a cumulative return of 820.57% since inception [2] - The fund manager of Morgan Emerging Power Mixed A Fund is Du Meng, who has a cumulative tenure of 14 years and 210 days, with the fund's total asset scale at 18.026 billion CNY. During his tenure, the best fund return was 838.05%, while the worst was -1.7% [2]

Focus Events - Spot gold and silver prices ended a three-day decline, with London gold rising by 2.24% to $4,763.63 per ounce and London silver increasing by 4.17% to $82.43 per ounce [1] - Chip导科技 released its 2025 annual report, reporting revenue of 394 million yuan, a year-on-year increase of 11.52%, and a net profit attributable to shareholders of 106 million yuan, a year-on-year decrease of 4.91% [1] Industry Dynamics - Multiple institutions remain optimistic about the future of gold, with Guotai Junan predicting that gold prices could reach $6,000 per ounce in 2026 due to ongoing monetary system restructuring and central bank purchases [10] - Morgan Stanley raised its gold price forecast for the end of 2026 from $5,400 to $6,300 per ounce, citing sustained demand from central banks and investors [11] - Yuguang Jin铅 mentioned that fluctuations in silver prices have a complex impact on its profit margins due to the dynamic nature of raw material pricing [18] Policy and Regulation - The State Taxation Administration announced adjustments to VAT tax declaration matters, optimizing the reporting scope for general taxpayers and small-scale taxpayers [8] - The Ministry of Industry and Information Technology issued a mandatory national standard for automotive door handle safety, effective January 1, 2027, to enhance vehicle safety [12] Corporate Actions - Shanghai has initiated a project to acquire second-hand housing for affordable rental housing, focusing on matching housing types with talent needs [15] - Beiyinmei announced that its controlling shareholder's pre-restructuring plan was approved by the creditors' meeting, which may lead to changes in shareholder equity and control [21] - Midea Group reported a total expenditure of 1.998 billion yuan for repurchasing 0.35% of its shares [25]

Group 1 - The market is expected to enter a medium to long-term consolidation phase after a short-term momentum decline [10] - The Shanghai government has initiated a program to purchase second-hand housing for affordable rental housing projects, targeting new citizens, young people, and graduates [5] - The Ministry of Industry and Information Technology has approved a new national standard for automotive door handles, set to be implemented in 2027, addressing safety and usability issues [5] Group 2 - The National Development and Reform Commission and other departments have released guidelines for the construction of a low-altitude economy standard system, aiming for over 300 standards by 2030 [3] - The Ministry of Finance has introduced a temporary method for long-term asset input tax deduction, allowing full deduction for mixed-use assets upon purchase [4] - The stock of Guokai Military Industry has experienced significant price fluctuations, with a recent announcement clarifying that its commercial aerospace projects are still in the R&D phase and have minimal impact on revenue [7]

Mergers and Acquisitions - Changling Hydraulic plans to acquire 12% of the company's shares at an offer price of 35.82 yuan per share [1] - Chip导科技 intends to purchase 100% equity of Jishun Technology for 403 million yuan and 17.15% equity of Shunlei Technology [2] Share Buybacks - Lexin Technology plans to repurchase shares worth between 50 million to 100 million yuan for employee stock ownership or equity incentives [3] - XGIMI Technology intends to repurchase shares worth between 50 million to 100 million yuan [3] - Lingyun Optical plans to change the purpose of 348.08 million shares for repurchase and cancel them [3] - Midea Group has spent 1.998 billion yuan to repurchase 0.35% of its shares [4] - GoerTek has spent 1.108 billion yuan to repurchase 1.14% of its shares [4] External Investments and Daily Operations - Weiyuan Co. has launched a 250,000 tons/year electrolyte solvent project [5] - Far East Co. signed contracts worth 3.075 billion yuan in January through its subsidiary [6] - Changchun Gaoxin's subsidiary GS3-007a has received approval for clinical trial application for a drug [7] - Aorui De plans to invest approximately 145 million yuan in purchasing computing power equipment to provide services to clients [7] - Electric Power Water Power intends to raise funds not exceeding 3.604 billion yuan through acquisition loans [7] - Guoneng Rixin plans to increase investment of 17.625 million yuan in controlling Sanas Zhihui to enhance new energy asset operation service capabilities [7] - Science plans to engage in molybdenum processing and sales to secure a stable resource supply for rhenium recycling [7] - Panlong Pharmaceutical has received approval for clinical trials of the drug Fluorobiphenyl Patch [8] - Hongxiang Co. plans to transfer 100% equity of Nantong Hanlan New Energy for 120 million yuan [9] - Daon Co. intends to acquire equity in a Vietnamese company for a total purchase price of approximately 15.737 million USD [10] Performance Changes - Shanghai Yizhong expects a net profit of 64.132 million yuan in 2025, a year-on-year increase of 819.42%, with its core product, injectable paclitaxel polymer micelles, included in the national medical insurance directory [11] - Lianyun Technology anticipates a 20.36% year-on-year increase in net profit in 2025, driven by growth in data storage main control chips [12]

以下是第一财经对一些重要公告的汇总，供投资者参考。 ST开元公告称，公司预计2025年度经审计的期末净资产为负值，根据《深圳证券交易所创业板股票上 市规则》，在披露2025年年度报告后，公司股票交易可能被深圳证券交易所实施退市风险警示。 长飞光纤：全球光纤光缆行业市场环境正常 与数据中心相关的新型产品占需求总量的比例较小 长飞光纤发布异动公告，公司注意到近期市场对电信市场光纤光缆产品供需结构和价格波动，及算力数 据中心相关产品关注度较高。当前全球光纤光缆行业市场环境正常，产品单价波动对公司未来业绩的影 响需结合未来市场环境及公司业务情况进行综合判断。而与数据中心相关的新型产品占全球光纤光缆市 场需求总量的比例较小，敬请广大投资者注意投资风险，理性决策，审慎投资。 2连板利通电子：液冷产品研发尚处于前期探讨阶段 无星云算力调度平台、马来西亚波德申AI数据中心 项目 利通电子发布异动公告，关于网传的"液冷技术突破:自研浸没式液冷模组适配英伟达H100/B100芯片， PUE值低至1.09，运维成本下降42%。"、"利通电子拥有自研的液冷技术（PUE值低于行业平均），能 帮助解决数据中心高能耗的痛点，提升资源利用率 ...

Group 1 - Far East Holdings announced that its subsidiary won a contract order worth 3.075 billion yuan, including contracts for green building cables and smart manufacturing cables [1] - Yifan Pharmaceutical received a drug registration certificate for Vitamin K1 injection, which is used to treat vitamin K deficiency-related bleeding [2] - Guangdong Electric Power A's Maoming Bohua Power Plant's Unit 4 has successfully commenced commercial operation, with a total investment of 7.484 billion yuan and an expected annual power generation of 8.6 billion kWh [4] Group 2 - Longfly Fiber reported that the global fiber optic cable industry market environment is normal, with product price fluctuations needing comprehensive assessment [25] - Shanghai Yizhong's net profit for 2025 increased by 819.42%, with total revenue of 317 million yuan, a growth of 82.72% [22] - Guizhou Power's subsidiary received a government subsidy of 200 million yuan [8] Group 3 - Zhongxing Communications plans to invest 117 million yuan in the Jianxing Zhanlu Fund, which focuses on new information technology and advanced manufacturing [10] - Suwen Electric Power's subsidiary established a joint investment fund with a total commitment of 68.5 million yuan, with Suwen contributing 5 million yuan [26] - ST Kaiyuan announced that its stock may face delisting risk due to expected negative net assets for 2025 [27]

智通财经APP讯，远东股份(600869.SH)发布公告，2026年1月份，公司收到子公司中标/签约千万元以上 合同订单合计为人民币30.75亿元。上述合同订单将对公司未来经营业绩产生积极影响，但不影响公司 业务独立性。 ...

证券代码：600869 股票简称：远东股份 编号：临 2026-008 远东智慧能源股份有限公司 关于子公司中标项目的提示性公告 - 1 - | | 徐州市 | 绿色建筑线缆 | 1,448.21 | | --- | --- | --- | --- | | | 上海市 | 绿色建筑线缆 | 1,425.22 | | | 亚洲 | 智能制造线缆 | 1,288.76 | | | 青岛市 | 智能电网线缆 | 1,119.10 | | | 深圳市 | 智能制造线缆 | 1,000.00 | | | 苏州市 | 绿色建筑线缆 | 1,000.00 | | | 成都市 | 绿色建筑线缆 | 1,000.00 | | | 宁波市 | 智能制造线缆 | 1,000.00 | | 远东电缆（宜宾）有限公司 （智能缆网） | 重庆市 | 绿色建筑线缆 | 4,000.00 | | 远东电缆印尼公司 （智能缆网） | 印尼 | 智能制造线缆 | 1,229.71 | | 远东电气股份有限公司 | 美国 | 迭代算力芯片相 关检测设备 | 1,181.30 | | 安徽电缆股份有限公司 （智能缆网） | 济宁市 | 智能制造线缆 ...

公司坚定落实"电能+算力+AI"战略，将持续全力拓展相关核心技术产品/服务，加大特种线缆、海缆、 机器人线束、高容/固态电池/储能、AI全光互联产品、液冷产品、迭代算力芯片相关的检测设备等具有 自主知识产权的高附加值产品在国际、国内的销量，构筑发展新优势。 格隆汇2月2日丨远东股份(600869.SH)公布，2026年1月份，公司收到子公司中标/签约千万元以上合同订 单合计为人民币30.75亿元。 ...

Core Viewpoint - The company announced a significant contract order totaling 3.075 billion yuan, which is expected to positively impact its future operating performance [1] Group 1: Contract Details - The company’s subsidiary won a contract worth 3.075 billion yuan, signed in January 2026 [1] - The contract includes various products such as green building cables, smart manufacturing cables, smart grid cables, and energy storage systems [1] - Specific contracts include an 880 million yuan green building cable contract in Wuxi and a 299 million yuan smart manufacturing cable contract in Shenzhen [1]