并购重组 澳柯玛：拟以2.53亿元收购青岛澳柯玛45%股权 2月26日，澳柯玛公告称，拟以2.53亿元的价格收购控股子公司青岛澳柯玛智慧产业有限公司（以下简 称智慧产业公司）少数股东青岛京山轻机投资有限公司持有的智慧产业公司45%股权。交易完成后，公 司将持有智慧产业公司100%股权。 国投中鲁：拟现金收购洛川领鲜公司70%股权 2月26日，国投中鲁公告称，拟现金出资7487.4473万元，通过购买股权并增资方式取得洛川领鲜公司 70%股权。其中3111.03万元用于购买洛川县发展改革科技局所持股权，4376.4173万元用于对其增资。 业绩披露 金龙鱼：2025年归母净利润同比增长26.01% 2月26日，金龙鱼发布业绩快报，2025年度实现营业总收入2451.26亿元，同比增长2.87%；归属于上市 公司股东的净利润31.53亿元，同比增长26.01%；基本每股收益0.58元。 百济神州：2025年归母净利润14.22亿元，同比扭亏 2月26日，百济神州公告称，2025年度营业总收入382.05亿元，同比增长40.4%；净利润14.22亿元，同 比扭亏为盈。 大全能源：2025年归母净亏损11.29亿元 ...

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！ A股公司独董，被采取刑事强制措施！ 来源：资本秘闻 责任编辑：杨红卜 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！ A股公司独董，被采取刑事强制措施！ 来源：资本秘闻 涉违法案件被采取刑事强制措施，江河集团（601886）独董陈刚无法履职。 涉违法案件被采取刑事强制措施，江河集团（601886）独董陈刚无法履职。 2月26日晚间，江河集团披露公告称，公司于近日收到第七届董事会独立董事陈刚家属的通知，陈刚目 前因涉及违法案件被公安机关采取刑事强制措施，无法履职，案件正在调查中。经了解，陈刚所涉案件 与公司无关。 江河集团表示，陈刚不担任除独立董事及董事会专门委员会委员以外的公司职务，不参与公司日常生产 经营管理工作，不影响公司正常生产经营及管理。公司董事会由9人组成，其中3名为独立董事，除陈刚 外公司其他8名董事均正常履职，前述事项不影响公司董事会及相关专门委员会的正常运作。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 2月26日晚间，江河集团披露公告称，公司于近日收到第七届 ...

江河集团表示，陈刚不担任除独立董事及董事会专门委员会委员以外的公司职务，不参与公司日常生产 经营管理工作，不影响公司正常生产经营及管理。公司董事会由9人组成，其中3名为独立董事，除陈刚 外公司其他8名董事均正常履职，前述事项不影响公司董事会及相关专门委员会的正常运作。 北京商报讯（记者 马换换 李佳雪）2月26日晚间，江河集团（601886）披露公告称，公司于近日收到第 七届董事会独立董事陈刚家属的通知，陈刚目前因涉及违法案件被公安机关采取刑事强制措施，无法履 职，案件正在调查中。经了解，陈刚所涉案件与公司无关。 ...

本公司及董事会全体成员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、准确和完整承担个别及连带责任。 江河创建集团股份有限公司(下称"公司")于近日收到公司第七届董事会独 立董事陈刚先生家属的通知，陈刚先生目前因涉及违法案件被公安机关采取刑事 强制措施，无法履职，案件正在调查中。经了解，陈刚先生所涉案件与公司无关。 股票代码：601886 股票简称：江河集团 公告编号：临2026-003 江河创建集团股份有限公司 关于独立董事无法履职的公告 董事会 2026 年 2 月 26 日 特此公告。 江河创建集团股份有限公司 陈刚先生为 2025 年 4 月公司第七届董事会新当选的独立董事，不担任除独 立董事及董事会专门委员会委员以外的公司职务，不参与公司日常生产经营管理 工作，不影响公司正常生产经营及管理。公司董事会由 9 人组成，其中 3 名为独 立董事，除陈刚先生外公司其他 8 名董事均正常履职，前述事项不影响公司董事 会及相关专门委员会的正常运作。 公司将持续关注该事项的进展情况，严格按照《上市公司独立董事管理办法》 《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 ...

格隆汇2月12日丨江河集团(601886.SH)在投资者互动平台表示，公司目前尚未承接来自欧盟成员国的产 品销售订单。2025年底，公司中标英国幕墙产品出口订单，但截至目前尚未形成收入。公司将主要通过 平台化模式，向欧盟成员国开展幕墙产品及异型光伏组件的销售业务。 ...

Group 1 - The core focus of the news is on Jianghe Group's recent overseas business expansion and the fulfillment of new orders, which has garnered market attention [1] Group 2 - Jianghe Group's curtain wall business has shown significant results in overseas markets, with a contract amount of 2.01 billion yuan for the Jeddah Tower project signed in 2025, and product exports have expanded to 10 countries including Japan and South Korea, indicating potential for continued overseas order fulfillment impacting future performance [2] Group 3 - The latest contract developments indicate that Jianghe Group's construction decoration segment has a bid amount of 28.54 billion yuan in 2025, reflecting a year-on-year increase of 5.5%, with curtain wall and photovoltaic building orders accounting for 67.2% of this total, suggesting a potential revenue boost as these orders are gradually fulfilled in the coming years [3] Group 4 - As of February 3, 2026, Jianghe Group's financing balance stands at 93.22 million yuan, which is at a near one-year low, reflecting changes in financing sentiment that may affect short-term liquidity [4] Group 5 - Over the past three years, Jianghe Group has distributed a total of 1.042 billion yuan in cash dividends, and there have been changes in institutional holdings as of the end of the third quarter of 2025, such as the entry of the Jiao Yin Trend Mixed A fund as the sixth largest circulating shareholder, which may attract market attention [5]

Core Viewpoint - The decoration and renovation sector experienced a notable increase, with a 2.04% rise on February 3, led by Mingdiao Co., which surged by 10.01% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1]. - Mingdiao Co. (002830) led the sector with a closing price of 28.14 and a significant increase of 10.01%, with a trading volume of 155,500 shares and a transaction value of 424 million yuan [1]. - Other notable performers included Decai Co. (605287) with a 7.31% increase, closing at 51.51, and ST Dongyi (002713) with a 5.02% increase, closing at 9.62 [1]. Group 2: Capital Flow - The decoration and renovation sector saw a net inflow of 2.3796 million yuan from institutional investors, while retail investors contributed a net inflow of 8.916 million yuan [2]. - The sector experienced a net outflow of 91.5404 million yuan from speculative funds [2]. - Key stocks like Decai Co. and Mingdiao Co. had varying capital flows, with Decai Co. experiencing a net outflow of 23.9912 million yuan from institutional investors [3].

Investment Rating - The report rates the industry as "Buy" [1] Core Insights - The cleanroom market is expanding due to increased investment in high-tech industries, benefiting companies like Yaxiang Integration, with related companies including Shenghui Integration and Bocheng Co., Ltd. [3][4] - The real estate market is showing signs of marginal improvement, with significant potential for transformation and development [5] Summary by Sections Cleanroom Industry - The growth in high-tech industry investments is driving the expansion of the cleanroom market, with Micron Technology planning to invest $24 billion in a NAND factory in Singapore over the next decade, which will include 700,000 square feet of cleanroom space [4] - The World Semiconductor Trade Statistics (WSTS) predicts a 26.3% increase in the global semiconductor market by 2026, reaching $975 billion, further supporting the cleanroom industry's growth [4] - Yaxiang Integration's parent company reported a consolidated revenue of NT$9.5 billion (approximately RMB 2.1 billion) in December, a year-on-year increase of 165.2% [4] Real Estate Market - The Central Economic Work Conference in December 2025 emphasized stabilizing the real estate market through targeted policies, including controlling inventory and encouraging the acquisition of existing properties for affordable housing [5] - An article published on January 2, 2026, highlighted the importance of managing expectations in the real estate market, which has significant financial asset attributes and broad social implications [5] Recommended Companies - The report recommends Yaxiang Integration for the cleanroom sector, with related companies including Bocheng Co., Ltd. and Shenghui Integration [7] - Other sectors recommended include commercial aerospace, controllable nuclear fusion, and renewable energy, with specific companies highlighted for each sector [7]

1月30日，江河集团跌1.84%，成交额7775.64万元。两融数据显示，当日江河集团获融资买入额406.25 万元，融资偿还319.20万元，融资净买入87.05万元。截至1月30日，江河集团融资融券余额合计9109.71 万元。 融资方面，江河集团当日融资买入406.25万元。当前融资余额9099.52万元，占流通市值的0.84%，融资 余额低于近一年10%分位水平，处于低位。 截至10月31日，江河集团股东户数1.77万，较上期减少1.87%；人均流通股63845股，较上期增加 1.91%。2025年1月-9月，江河集团实现营业收入145.54亿元，同比减少5.63%；归母净利润4.58亿元，同 比增长5.67%。 分红方面，江河集团A股上市后累计派现33.08亿元。近三年，累计派现10.42亿元。 机构持仓方面，截止2025年9月30日，江河集团十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股3879.49万股，相比上期减少501.82万股。交银趋势混合A（519702）位居第六大流通股 东，持股910.21万股，为新进股东。博时主题行业混合（160505）位居第八大流通股东，持股807 ...

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering sector [11] Core Insights - In the inflation cycle, the prices of commodities such as copper and gold are rising, benefiting construction state-owned enterprises with quality mining rights, while the chemical industry is also expected to show profit resilience due to price elasticity [2][10] Summary by Relevant Sections Resource Sector - China Railway has invested in five modern mines, producing significant quantities of copper, cobalt, molybdenum, lead, zinc, and silver, with a revenue increase of 8.04% year-on-year in resource utilization business [6] - China Power Construction holds a 25.28% stake in Huagang Mining, with copper and cobalt production figures reported for 2025 [7] - Shanghai Construction's mining operations include a significant gold mine in Eritrea, contributing to substantial revenue from gold sales [8] - Sichuan Road and Bridge has developed a resource reserve system focusing on various minerals, with significant overseas projects [9] Chemical Industry - China Chemical has a broad chemical industrial layout, including significant production capacities for various chemicals and advancements in technology for epoxy propylene production [10] - The company has also made progress in potassium and phosphate mining, with substantial production and sales figures reported for 2025 [10] Market Performance - The construction sector's performance has varied, with specific sub-sectors showing positive growth rates year-to-date, such as chemical engineering and steel structure [20][21]