一、证券市场回顾 南财金融终端数据显示，节前一周(2月09日-2月13日,下同)，上证综指周内上涨0.41%，收于4082.07点，最高4142.56点；深证成指周内上涨1.39%，收于 14100.19点，最高14296.48点；创业板指周内上涨1.22%，收于3275.96点，最高3348.48点。在全球市场中，主要指数有涨有跌。纳斯达克综指下跌2.1%，道 琼斯工业指数下跌1.23%，标普500下跌1.39%。亚太地区，恒生指数上涨0.03%，日经225指数上涨4.96%。 二、新股申购情况 节前一周有2只新股发行,详情见下表： | 股票代码 | 股票简称 | 申购日期 | | --- | --- | --- | | 920168.BJ | 通宝光电 | 20260209 | | 920187.BJ | 通领科技 | 20260211 | 三、融资融券情况 沪深两市的融资融券余额为25797.58亿元，其中融资余额25640.12亿元，融券余额157.46亿元。两市融资融券余额较前一周减少752.4亿元。分市场来看，沪 市两融余额为13113.7亿元，相较前一周减少356.66亿元；深市两融余额1268 ...

Core Viewpoint - The company emphasizes the necessity of having comprehensive energy solution capabilities, financing, and long-term stable project operation and asset management capabilities [1] Group 1 - The company plans to leverage its existing integrated capabilities of "development + EPC + operation and maintenance" to actively explore and optimize various business collaborations and profit models [1] - The company is committed to providing clients with full-cycle and diversified services from project to asset [1]

Core Viewpoint - The company emphasizes the importance of financial safety and risk control, having established a management system for external guarantees in accordance with relevant laws and regulations [2] Group 1: Financial Management - The company has developed a "Management System for External Guarantees" to ensure compliance with legal requirements [2] - The guarantee management is institutionalized, process-oriented, and clearly authorized [2] - The core objective of the guarantee management is to support business development while safeguarding the assets of the company and all shareholders [2]

Core Viewpoint - LinYong Energy has recently implemented a series of measures including share buybacks, increases in holdings, and share cancellations, which led to a temporary stock price surge on February 9. However, the company's stock has significantly underperformed the index over the past year, and its net profit attributable to shareholders has been declining since 2024. The projected upper limit for net profit in 2025 is 335 million, which is lower than the net profit of 359 million for the first three quarters of 2025, indicating a potential loss in the fourth quarter of 2025 [2]. Group 1 - The company has announced a combination of share buybacks, increased holdings, and share cancellations [2] - Following the announcement, the company's stock price hit the daily limit up on February 9 [2] - The company's stock has underperformed the index significantly over the past year [2] Group 2 - The net profit attributable to shareholders has been continuously declining since 2024 [2] - The projected upper limit for net profit in 2025 is 335 million, which is lower than the net profit of 359 million for the first three quarters of 2025 [2] - This projection suggests a potential loss in the fourth quarter of 2025 [2]

Group 1 - Baichuan Co., Ltd. announced that recent price increases of some main products are influenced by market supply and demand, but the sustainability of these price fluctuations is uncertain, making it difficult to predict the impact on company performance [2] - Jincheng Co., Ltd. plans to acquire an additional 42.5% stake in CMH Company, adjusting the payment terms to a fixed cash amount of $128 million, which will increase its ownership to 97.5% if the transaction is completed [3] - Runtou Co., Ltd. reported that the sustainability of price fluctuations in disperse dyes is uncertain, making it difficult to estimate the impact on company performance, despite recent price increases [4] Group 2 - Zhongtung High-tech announced a project to implement an additional 30 million PCB drill rods per year with an investment of 145 million yuan, aiming to expand market share and secure raw material needs [5] - ST Xinhua Jin indicated that if it fails to recover approximately 406 million yuan in occupied funds within six months, it may face stock suspension and potential delisting [6] - Lian De Co., Ltd. stated that its gas turbine business currently only generates limited revenue, accounting for less than 1% of total revenue, thus having a minimal impact on overall performance [7] Group 3 - Xinhang New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Changfei Optical Fiber noted that its products for data centers currently represent a small portion of global market demand, and the impact of price fluctuations on future performance will depend on market conditions [9] Group 4 - SMIC reported a net profit of 1.223 billion yuan for Q4 2025, a 23.2% increase year-on-year, driven by increased wafer sales and improved capacity utilization [11] - CITIC Securities announced that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [12] - Xinzhou Bang reported a net profit of 1.098 billion yuan for 2025, a 16.56% increase year-on-year, attributed to improved sales and operational efficiency [13] Group 5 - Youyan Silicon reported a net profit decline of 10.14% for 2025, with total revenue of 1.005 billion yuan, primarily due to increased investment losses and higher share-based payment expenses [14] - Kangbiter completed its first share buyback, acquiring 51,000 shares for a total of 785,400 yuan [15] - Linyang Energy announced its first share buyback of 8.35 million shares, totaling 52.325 million yuan [16] Group 6 - Hanwei Technology's shareholder plans to reduce its stake by up to 1.8639% due to personal funding needs [19] - Jiuzhitang's major shareholder reduced its stake by 1.02%, following a pre-planned reduction strategy [20] Group 7 - China State Construction signed new contracts worth 399.5 billion yuan in January 2026, reflecting a 1.8% year-on-year increase [21] - Senyuan Electric is expected to win a bid for a project worth 272 million yuan from the Southern Power Grid [22] - Jinguang Electric announced a successful bid for a project worth approximately 28.87 million yuan from the Southern Power Grid [23]

Group 1 - The company LinYong Energy (601222.SH) announced its first share repurchase on February 10, 2026, through a centralized bidding method [1] - A total of 8.3518 million shares were repurchased, representing 0.41% of the company's total share capital [1] - The highest transaction price was 6.32 yuan per share, while the lowest was 6.20 yuan per share, with a total payment amounting to 52.3251 million yuan (excluding transaction fees) [1]

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： 证券代码：601222 证券简称：林洋能源 公告编号：2026-12 江苏林洋能源股份有限公司 关于第四期以集中竞价交易方式首次回购股份的公告 | 回购方案首次披露日 | 年 2 月 日 | 2026 9 | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2 月 9 日~2027 | 2026 年 | 年 | 2 | 月 8 日 | | 预计回购金额 | 15,000万元~30,000万元 | | | | | | 回购用途 | □减少注册资本 用于员工持股计划或股权激励 | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | | 835.18万股 | | | | | 累计已回购股数占总股本比例 | | 0.41% | | | | | 累计已回购金额 | | 5,232.51万元 | | | | | 实际回购价格区间 | 6.20元 ...

10 周功新 8,838,916 0.43 关于回购股份事项前十大股东和前十大无限售条件 股东持股情况的公告 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。 江苏林洋能源股份有限公司（以下简称"公司"）于 2026 年 2 月 7 日召开了 第六届董事会第五次会议，审议通过了《关于第四期以集中竞价交易方式回购股 份方案的议案》，具体内容详见公司于 2026 年 2 月 9 日在上海证券交易所网站 （www.sse.com.cn）发布的公告《江苏林洋能源股份有限公司关于第四期以集中 竞价交易方式回购股份的回购报告书》（临 2026-06）。 根据《上市公司股份回购规则》及《上海证券交易所上市公司自律监管指引 第 7 号——回购股份》等相关规定，现将公司董事会公告回购股份决议的前一个 交易日（即 2026 年 2 月 6 日）登记在册的前十大股东和前十大无限售条件股东 的名称、持股数量及持股比例情况公告如下： 1 序号 股东名称 持股数量（股） 占总股本比例 （%） 1 启东市华虹电子有限公司 723,127,427 35.10 ...

Group 1 - The core point of the announcement is that Jiangsu Linyang Energy Co., Ltd. (the "Company") has disclosed a significant change in the equity of its major shareholder, Qidong Huahong Electronics Co., Ltd. (the "Shareholder"), which has increased its stake in the Company by 0.39% [2][3] - The Shareholder plans to increase its holdings in the Company by investing between RMB 50 million and RMB 100 million over a 12-month period starting from February 9, 2026, to enhance investor confidence and stabilize the Company's stock price [2][12] - As of February 9, 2026, the Shareholder has already acquired 8,031,800 shares, raising its total holdings to 811,011,727 shares, which represents 39.37% of the Company's total equity [2][3][12] Group 2 - The equity change does not trigger a mandatory tender offer, and the Shareholder's actions are consistent with previously disclosed plans, ensuring no change in the Company's controlling shareholder or actual controller [3][4] - The Company will continue to monitor the Shareholder's stock acquisition and fulfill its information disclosure obligations as required by law and regulations [4][12] - The 2022 employee stock ownership plan has reached its expiration on February 9, 2026, and all shares held under this plan have been sold, with the plan terminating as per the relevant regulations [6][9]

Core Viewpoint - Jiangsu Linyang Energy Co., Ltd. is demonstrating strong confidence in its long-term development through multiple initiatives, including a share buyback plan, share cancellation, and a major shareholder's increase in holdings [1][2]. Group 1: Share Buyback and Cancellation - Linyang Energy plans to repurchase shares worth between 150 million to 300 million yuan, with a maximum price of 8.75 yuan per share, all intended for equity incentives [1]. - The company intends to cancel 18.949 million shares held in a repurchase account to enhance investor confidence and recognize the company's long-term value [1]. Group 2: Major Shareholder's Increase in Holdings - The controlling shareholder, Huahong Electronics, plans to increase its holdings by no less than 50 million yuan and no more than 100 million yuan within 12 months, aiming to stabilize the company's stock price and protect minority investors [1]. - On February 9, Huahong Electronics completed its first increase, acquiring 8.0318 million shares for approximately 49.9963 million yuan, raising its ownership from 35.10% to 35.49% [2]. Group 3: Strategic Business Development - Linyang Energy aims to enhance its value and operational performance by focusing on becoming a leading provider in the global smart grid, renewable energy, and energy storage sectors by 2026 [2]. - The company's initiatives are designed to create a synergistic effect, reflecting management's confidence in the company's operational prospects and commitment to protecting shareholder interests [2][3]. Group 4: Market Confidence and Strategic Actions - Experts suggest that investor confidence in listed companies relies on future growth potential and profitability, emphasizing the importance of a solid development foundation and clear growth paths [3]. - Linyang Energy's strategic actions are viewed as a well-coordinated effort to enhance shareholder value, stabilize market expectations, and lay the groundwork for long-term value growth through financial maneuvers and a clear industry blueprint [3].