公告送出日期:2026年02月10日 1 公告基本信息 ■ 注：本公告就中信建投景荣债券型证券投资基金A类基金份额（基金代码：017473）、C类基金份额 （基金代码：017474）的大额申购（含大额定期定额投资）业务进行限制，即自2026年2月12日起单日 每个基金账户单笔或累计申购（含定期定额投资）中信建投景荣债券A或中信建投景荣债券C的金额均 不应超过1万元。单日每个基金账户单笔或累计申购（含定期定额投资）中信建投景荣债券A或中信建 投景荣债券C的金额超过1万元（不含），基金管理人有权全部或部分拒绝。自2026年2月24日起，该基 金将恢复办理正常大额申购（含大额定期定额投资）业务，届时将不再另行公告。 2 其他需要提示的事项 如有疑问，请拨打基金管理人客户服务电话（4009-108-108）或登录基金管理人公司网站 （www.cfund108.com）获取相关信息。 特此公告。 中信建投基金管理有限公司 2026年02月10日 中信建投景和中短债债券型证券投资基金暂停大额申购（含大额定期定额投资）、大额转换转入公告 公告送出日期:2026年02月10日 1 公告基本信息 特此公告。 中信建投基金管理有 ...

Core Viewpoint - The onsite inspection conducted by CITIC Securities on Changqing Machinery Co., Ltd. confirmed that the company operates in compliance with relevant regulations and maintains good governance, internal controls, and financial practices [1][15]. Group 1: Onsite Inspection Overview - CITIC Securities developed a work plan for the onsite inspection of Changqing Machinery, which took place from February 2 to February 4, 2026, focusing on governance, internal controls, fundraising, and operational status [2]. - The inspection involved communication with responsible personnel, reviewing original documents, and analyzing various company records [2]. Group 2: Company Governance and Internal Controls - The inspection revealed that Changqing Machinery's governance structure is complete and compliant, with effective internal controls and execution [4]. - Following the implementation of the new Company Law, the company revised its governance system in August 2025, eliminating the supervisory board and transferring its functions to the audit committee [3][4]. Group 3: Information Disclosure - The inspection confirmed that the company's disclosed announcements align with actual circumstances, and there are no undisclosed matters or discrepancies [5]. Group 4: Independence and Related Party Transactions - Changqing Machinery has established systems to prevent fund occupation by controlling shareholders and related parties, with no violations found during the inspection [7]. Group 5: Fundraising and Usage - The inspection found that the management of fundraising complies with regulations, and there are no instances of fund occupation by controlling shareholders [8]. Group 6: Related Transactions and Investments - The company has adhered to regulations regarding related transactions, external guarantees, and significant investments, with no major violations identified [9]. Group 7: Operational Status - The company’s operational model remains stable, although it anticipates a loss for 2025 due to credit impairment losses and initial costs associated with new business ventures [10]. - The decline in performance is attributed to the bankruptcy restructuring of a key partner and increased operational costs from expanding the management and marketing teams [10]. Group 8: Compliance and Recommendations - The company has complied with commitments made and has not violated any agreements during the inspection period [12]. - Recommendations include continuing strict adherence to information disclosure requirements and ensuring timely updates on fundraising and project statuses [13]. Group 9: Reporting Obligations - No issues were found that necessitate reporting to the China Securities Regulatory Commission or the Shanghai Stock Exchange [14]. Group 10: Cooperation with Intermediaries - The company provided active cooperation during the inspection, facilitating the process without the involvement of other intermediaries [15].

Group 1 - The core point of the article is that Shenzhen Nanfei Microelectronics Co., Ltd. has filed for counseling registration with the Shenzhen Securities Regulatory Bureau on February 10, 2026, with CITIC Securities as the counseling institution [1] Group 2 - The company is preparing for a potential public offering or other capital market activities, indicating growth and expansion plans [1] - The involvement of CITIC Securities suggests a strategic partnership that may enhance the company's market positioning and investor confidence [1] - This move reflects the ongoing trend of technology companies in China seeking to access public capital markets for funding and development [1]

Group 1 - The announcement states that CITIC Securities Co., Ltd. will provide primary market-making services for the Guotai Securities Shanghai Stock Exchange Science and Technology Innovation Board 200 Exchange-Traded Open-Ended Index Securities Investment Fund (referred to as 科200GT, fund code: 589220) starting from February 10, 2026 [1] - The decision aims to enhance the market liquidity and stable operation of the 科200GT fund [1] - The announcement is in accordance with the relevant regulations outlined in the Shanghai Stock Exchange's self-regulatory guidelines for fund market-making services [1]

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！ 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！ 来源：中信建投证券研究 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。 责任编辑：何俊熹 来源：中信建投证券研究 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。 责任编辑：何俊熹 ...

Group 1: Bubble Mart (泡泡玛特) - Citic Jiantou maintains an "Accumulate" rating for Bubble Mart, highlighting the company's "one strong, multiple strong" IP structure, with Labubu's influence solidified and new IPs like Xingxingren and Crybaby driving high growth [1] Group 2: MGM China (美高梅中国) - Haitong International maintains a "Buy" rating for MGM China, reporting a 21.4% year-on-year increase in total revenue for Q4 2025, with adjusted EBITDA rising 29.5% to HKD 2.75 billion, driven by strong performance from MGM Cotai and precise targeting of high-end customers [2] - CICC also maintains an "Outperform" rating for MGM China, noting adjusted EBITDA of HKD 2.753 billion for Q4 2025, up 29% year-on-year, significantly exceeding market expectations, despite a brand fee increase expected to impact net profit by about 14% [4] - Citic Securities maintains an "Accumulate" rating for MGM China, indicating that the company's performance exceeded expectations, with net income and adjusted EBITDA recovering to pre-pandemic levels, supported by strong performances from MGM Macau and MGM Cotai [7] Group 3: Yum China (百胜中国) - Haitong International maintains a "Buy" rating for Yum China, reporting a 9% year-on-year revenue increase for Q4 2025 and a 24% increase in adjusted net profit, with same-store sales growing for three consecutive quarters and restaurant profit margins improving by 0.7 percentage points to 13.0% [3] Group 4: Innovent Biologics (信达生物) - CICC maintains an "Outperform" rating for Innovent Biologics, projecting product revenue of RMB 11.9 billion for 2025, a 45% year-on-year increase, with seven new products included in the 2026 medical insurance catalog [5] Group 5: Swire Properties (太古地产) - CICC maintains an "Outperform" rating for Swire Properties, noting significant recovery in luxury retail operations in mainland China, with retail sales in Shanghai and Beijing increasing by 49.6% and 11.2% respectively [6] Group 6: Meituan (美团) - Citic Securities maintains a "Buy" rating for Meituan, announcing a plan to acquire Dingdong Maicai for USD 717 million, which is expected to strengthen its East China front warehouse network and bring in HKD 170 million in adjusted net profit post-integration [8] Group 7: Kuaishou (快手) - Citic Jiantou maintains a "Buy" rating for Kuaishou, highlighting the launch of its AI video model 3.0, which supports 15-second generation and intelligent scene segmentation, with commercial growth expected to reach USD 240 million in ARR by 2025 [10] Group 8: Huiju Technology (汇聚科技) - Citic Jiantou maintains a "Buy" rating for Huiju Technology, emphasizing its deep ties with leading CSPs like Google and the benefits from the upgrade of optical modules, projecting a revenue increase of 82.1% year-on-year for H1 2025 [10]

Group 1 - The core viewpoint of the news is that Huichen Co., Ltd. has seen a stock price increase of 5.05%, reaching 61.79 yuan per share, with a total market capitalization of 4.653 billion yuan [1] - Huichen Co., Ltd. was established on November 14, 2008, and went public on July 16, 2020. The company primarily provides business operation analysis and customized industry analysis solutions based on internal and external data, consumer attitudes, and industry data [1] - The main revenue composition of Huichen Co., Ltd. is 83.82% from data products and 16.18% from solutions [1] Group 2 - Citic Securities Investment Fund holds a significant position in Huichen Co., Ltd., with the Citic Securities Zhixin IoT A fund (001809) owning 163,000 shares, accounting for 4.94% of the fund's net value, making it the second-largest holding [2] - The Citic Securities Zhixin IoT A fund was established on August 3, 2016, with a current scale of 118 million yuan. It has achieved a year-to-date return of 12.77% and a one-year return of 8.81% [2] - The fund manager, Zhou Ziguang, has been in position for 8 years and 261 days, with the best fund return during his tenure being 48.27% and the worst being -44.94% [3]

格隆汇2月9日｜中信建投研报指出，2025年证券行业进入新一轮增长周期，但券商股票因缺少独立催 化、前两年悲观情绪的延续等原因而导致超额收益不佳。2025年前三季度上市券商年化ROE已达 7.1%，对应PB估值在8月峰值仅1.60倍、三季度末1.47倍，显著低于历史同ROE水平的估值区间，存在 明显修复空间。2026年政策利好驱动业绩持续增长，板块有望重新定价。当前"服务新质生产力+中长 期资金入市+券商国际化机遇"三大核心利好逻辑尚未被市场充分定价，其驱动的投行、资管、国际业 务等新动能，有望在2026年后逐步兑现至行业基本面，为中长期业绩弹性与韧性提供坚实支撑，无需担 忧增长断层。 ...

Group 1 - The core viewpoint of the article highlights the advancements in AI technologies by companies like Anthropic and OpenAI, showcasing their new products and capabilities [1] - Anthropic has released Claude Opus 4.6, which utilizes Agent Teams and adaptive thinking to enhance integration within the Office ecosystem and manage complex engineering tasks, facilitating deeper penetration of AI in vertical sectors such as finance and law [1] - OpenAI has introduced GPT-5.3-Codex, which not only sets new standards in programming and terminal operations but also demonstrates an internal cycle of AI automated development through edge environment takeover and self-building capabilities [1] Group 2 - In the multimodal field, ByteDance's Seedance 2.0 has entered internal testing, addressing consistency issues in video generation through comprehensive multimodal references and refined lens control [1] - The collaboration between Seedance 2.0, Doubao, and Seedream is expected to form a full multimodal matrix, significantly reducing content production costs and accelerating commercialization [1]

2.GEA周报显示阿根廷大豆近期受到干热胁迫，其中二季大豆受此影响更显著，各产区或面临不同程度潜在产量损失。预报显示未来一周阿根廷布宜诺斯艾 利斯省与科尔多瓦省周度累计降雨不足15毫米，市场预计继续在巴西丰产与阿根廷减产叙事之间权衡； 3．连盘豆粕在美盘反弹带动下止跌企稳，考虑到春节期间外盘仍然可能因阿根廷天气风险而出现波动，内盘空头在当前时点入场的性价比不高，一定程度 削弱节前豆粕向下破位的动能，节后则继续关注3月大豆到港与储备拍卖节奏。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 玉米：中性 1．盘面表现：昨日玉米03合约收盘于2268元/吨，日跌幅0.04%，整体波动有限。近期盘面成交与持仓均处于低位运行状态，节前资金参与度明显下降，期 价维持区间震荡格局。 2．现货与渠道情况：现货市场进入节前收尾阶段，购销节奏整体放缓。港口方面，北方港口集港量持续下滑，成交清淡，主流报价维持在2270-2280元/吨 区间内，节前难现趋势性波动。 3．下游需求：深加工企业陆续发布停收或减量收购通知，节前补库基本完成；饲料企业以执行前期合同为主，采购意愿偏弱。中储粮阶段性采投量维持稳 定，上周小幅 ...