北新路桥：联合中标7.51亿元项目 2月26日，北新路桥(002307)发布公告称，公司近日收到桐乡市吉通建设工程有限公司发来的中标通知 书，根据《中标通知书》，公司（牵头人）、中交建第四航务工程有限公司组成的联合体被确定为G60 沪昆高速公路桐乡高桥段改建工程第TJ02标段中标人。中标金额为7.51亿元。 北京科锐：合计中标约5.88亿元招标项目 2月26日，北京科锐(002350)发布公告称，近日，中国南方电网有限责任公司在其供应链统一服务平台 发布了"南方电网公司2025年配网设备第二批框架招标项目中标公告"，公司为该项目中标人之一；中国 华能在其电子商务平台发布了"中国华能集团有限公司2026年逆变器框架协议采购招标中标结果公示"， 公司为标段三中标人之一。上述项目中标金额合计约为5.88亿元。 赛福天：控股公司安徽美达伦复产 2月26日，赛福天(603028)发布公告称，公司于2026年1月30日对外披露了《关于控股公司临时停产的公 告》，公司控股公司安徽美达伦根据年度生产经营计划，对部分生产线进行停产检修和设备更新改造， 计划临时停产，临时停产时间预计不超过60天。近日，公司接到安徽美达伦通知，其 ...

中芯国际(688981)2月25日公告，公司收到上交所出具的《关于受理中芯国际集成电路制造有限公司发 行股份购买资产申请的通知》，上交所依据相关规定对公司报送的发行股份购买资产的申请文件进行了 核对，认为该项申请文件齐备，符合法定形式，决定予以受理并依法进行审核。此前，公司拟向国家集 成电路产业投资基金股份有限公司、北京集成电路制造和装备股权投资中心（有限合伙）、北京亦庄国 际投资发展有限公司、中关村发展集团股份有限公司及北京工业发展投资管理有限公司发行股份购买其 所合计持有的中芯北方集成电路制造（北京）有限公司49%的股权。 博纳影业：公司近期经营情况正常，内外部经营环境未发生重大变化 博纳影业(001330)2月25日发布股票交易异常波动公告，公司近期经营情况正常，内外部经营环境未发 生重大变化；经核查，公司、公司控股股东、实际控制人不存在关于公司的应披露而未披露的重大事 项，或处于筹划阶段的重大事项。 ST新华锦：公司及实控人因涉嫌信披违法违规被证监会立案 ST新华锦(600735)2月25日公告，公司于2026年2月25日收到证监会下发的立案告知书。因公司涉嫌信息 披露违法违规，证监会决定对公司进行立 ...

每经AI快讯，2月25日，赛福天(603028.SH)公告称，公司于2026年1月30日对外披露了《关于控股公司 临时停产的公告》，公司控股公司安徽美达伦根据年度生产经营计划，对部分生产线进行停产检修和设 备更新改造，计划临时停产，临时停产时间预计不超过60天。近日，公司接到安徽美达伦通知，其将于 近日正式复工复产。本次生产线顺利复产，将稳步恢复公司光伏电池片产品的正常供应，进一步提升生 产线的稳定性和运行效率。 关键词： 安徽 公司 赛福天 控股公司 光伏电池片 【资料图】 ...

江苏赛福天集团股份有限公司（以下简称"公司"）于 2026 年 1 月 30 日对 外披露了《关于控股公司临时停产的公告》（公告编号：2026-003），公司控股 公司安徽美达伦光伏科技有限公司（以下简称"安徽美达伦"）根据年度生产经 营计划，对部分生产线进行停产检修和设备更新改造，计划临时停产，临时停产 时间预计不超过 60 天。 近日，公司接到安徽美达伦通知，其将于近日正式复工复产。本次生产线顺 利复产，将稳步恢复公司光伏电池片产品的正常供应，进一步提升生产线的稳定 性和运行效率。 特此公告。 证券代码：603028 证券简称：赛福天 公告编号：2026-004 江苏赛福天集团股份有限公司 关于控股公司复产的公告 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。 江苏赛福天集团股份有限公司董事会 2026 年 2 月 25 日 ...

格隆汇2月25日丨赛福天(603028.SH)公布，近日，公司接到安徽美达伦通知，其将于近日正式复工复 产。本次生产线顺利复产，将稳步恢复公司光伏电池片产品的正常供应，进一步提升生产线的稳定性和 运行效率。 ...

赛福天公告称，2026年1月30日公司披露控股公司安徽美达伦临时停产公告，其根据年度生产经营计划 对部分生产线进行停产检修和设备更新改造，预计临时停产不超60天。近日，公司接到安徽美达伦通 知，其将于近日正式复工复产，这将稳步恢复公司光伏电池片产品正常供应，提升生产线稳定性和运行 效率。 ...

Group 1 - The core viewpoint of the article highlights that the company has made significant progress in its transition to the renewable energy sector since late 2022, with the launch of a 5GW TOPCon photovoltaic cell production line in November 2023, achieving an average conversion efficiency of 26.2%, which is industry-leading [1] - The company has expanded downstream through Building-Integrated Photovoltaics (BIPV), with multiple distributed solar projects now connected to the grid, marking a solid step in its clean energy transition [1] Group 2 - For the period from January to September 2025, the company achieved operating revenue of 1.602 billion yuan, representing a year-on-year increase of 55.35%, and a net profit attributable to shareholders of 1.4211 million yuan, up 105.14% year-on-year [2] - The photovoltaic cell business has become the main source of revenue, accounting for 71.21% of total revenue, indicating that the renewable energy sector is driving performance growth [2] Group 3 - As of February 13, 2026, the company's stock price was 9.89 yuan, with a cumulative decline of 1.20% over the past five days and a price fluctuation of 4.70% during that period [3] - The trading volume on that day was 53.6003 million yuan, with a turnover rate of 1.90%, and a net inflow of 196,100 yuan from main funds, although the overall trend remains unclear [3] - The stock price is currently oscillating between a resistance level of 10.29 yuan and a support level of 9.50 yuan [3] Group 4 - Institutional forecasts indicate that the company's net profit is expected to grow by 107.93% year-on-year in 2025, with operating revenue projected to increase by 55.44% [4] - Current institutional ratings are neutral, with no recent research activities and a low proportion of fund holdings, suggesting general market attention is moderate [4]

Group 1: Profit Forecasts - Dongcai Technology expects a net profit of approximately 300 million yuan for 2025, representing a year-on-year increase of about 65.73% [1] - Aerospace Electronics anticipates a net profit of 192 million to 247 million yuan for 2025, a decrease of 55% to 65% year-on-year [2] - Oulai New Materials forecasts a loss of 33 million to 48 million yuan for 2025, compared to a profit of 28.17 million yuan in the previous year [3] - Jiu Ding New Materials projects a net profit of 85 million to 98 million yuan for 2025, reflecting a year-on-year increase of 187.68% to 231.68% [5] - Chuan Yi Technology expects a net profit of 78 million to 103 million yuan for 2025, reversing a loss of 73.47 million yuan from the previous year [6] - Ju Yi Technology anticipates a net profit of 70 million to 105 million yuan for 2025, representing a year-on-year increase of 228.36% to 392.54% [7] - ST Xifa forecasts a net profit of 110 million to 160 million yuan for 2025, a year-on-year increase of 319.91% to 510.77% [19] - Light Media expects a net profit of approximately 1.5 billion to 1.9 billion yuan for 2025, reflecting a year-on-year increase of 413.67% to 550.65% [34] - Tianqi Lithium anticipates a profit of 369 million to 553 million yuan for 2025, compared to a loss of 7.905 billion yuan in the previous year [31] Group 2: Loss Forecasts - Star Ring Technology expects a loss of 220 million to 250 million yuan for 2025, with a projected revenue of 420 million to 450 million yuan, a year-on-year increase of 13.06% to 21.13% [9] - Filinger anticipates a loss of 65 million to 85 million yuan for 2025, compared to a loss of 37.31 million yuan in the previous year [10] - Jiahe Meikang forecasts a loss of 240 million to 280 million yuan for 2025, compared to a loss of 256 million yuan in the previous year [11] - Light Textile City expects a loss of 15 million to 22.5 million yuan for 2025 [23] - Ailon Technology anticipates a profit of 14.96 million to 22.44 million yuan for 2025, reversing a loss of 21.70 million yuan from the previous year [24] - ST Yun Chuang forecasts a loss of 139 million to 149 million yuan for 2025, with projected revenue of 53.5 million to 57.5 million yuan, a year-on-year increase of 6.15% to 14.09% [42] - Meike Home expects a loss of 1.2 billion to 1.8 billion yuan for 2025, compared to a loss of 864 million yuan in the previous year [36] Group 3: Shareholder Actions - Huafeng Chemical announced that shareholders plan to reduce their holdings by no more than 0.73% of the company's shares [8] - Naxinwei disclosed that shareholders plan to reduce their holdings by no more than 1.75% of the company's shares [12] - Shikong Technology announced that a shareholder plans to reduce their holdings by no more than 3% of the company's shares [13] - Yandong Micro disclosed that a shareholder plans to reduce their holdings by no more than 1% of the company's shares [37] - Daily Interaction announced that shareholders plan to reduce their holdings by no more than 0.135% of the company's shares [41]

Group 1: Company Announcements - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder post-restructuring [1] - Silver Industry's gold and silver product revenues are low, with gold sales contributing 18.67% and silver 4.54% to total revenue in H1 2025 [2] - Tianneng Wind Power has decided to implement long-term production halts for six wholly-owned subsidiaries to optimize resource allocation and focus on core offshore wind power business [3] Group 2: Price and Supply Risks - Tongling Nonferrous Metals reports significant uncertainty in the prices of cathode copper and other main products, with low self-sufficiency in copper concentrate posing supply stability risks [4] - ST Aowei received a notice of termination of listing due to market capitalization falling below 500 million yuan for 20 consecutive trading days [5][6] Group 3: Performance Forecasts - Foton Motor expects a net profit increase of approximately 1551% to around 1.33 billion yuan in 2025, driven by sales growth across various segments [7] - Beimo High-Tech anticipates a net profit of 190 million to 220 million yuan, reflecting a growth of 1076.16% to 1261.87% [8] - Zhongke Sanhuan forecasts a net profit increase of 566.23% to 899.35%, driven by cost control and market expansion [9] - Wancheng Group expects a net profit of 1.23 billion to 1.4 billion yuan, a growth of 222.38% to 266.94% [10] - Wan Yi Technology anticipates a net profit increase of 191.52% to 330.34%, supported by product optimization and cost reduction measures [11] - Nanmo Biology expects a net profit of 24 million to 34 million yuan, a growth of 269.49% to 423.44% [12] - Bai'ao Saitou forecasts a net profit increase of 384.26% to 443.88%, benefiting from overseas market expansion [13] - Hailanxin anticipates a net profit of 40 million to 60 million yuan, a growth of 387.47% to 631.2% [14] - Panzhihua Coal expects a net profit of 318 million to 380 million yuan, a growth of 205.3% to 264.83% [15] - Huaguang New Materials forecasts a net profit increase of 104.67% to 141.88% [16] - Putian Technology expects a net profit of 1.92 million to 2.88 million yuan, a growth of 71.55% to 157.33% [17] - Guoda Special Materials anticipates a net profit increase of 82.61% [18] - Tongkun Co. expects a net profit of 1.95 billion to 2.15 billion yuan, a growth of 62.24% to 78.88% [19] - Yiming Pharmaceutical forecasts a net profit increase of 61.12% to 122.08% [20] - Guosheng Securities expects a net profit of 210 million to 280 million yuan, a growth of 25.44% to 67.25% [21] - Shengyi Technology anticipates a net profit increase of 87% to 98% [22] Group 4: Loss Forecasts - Saifutian expects a loss of 30 million to 45 million yuan, significantly reducing previous losses [23] - Magang Group forecasts a loss of 190 million to 250 million yuan, a substantial reduction in losses [24] - Shennong Seed Industry anticipates a profit of 90 million to 120 million yuan, reversing previous losses [25] - Jifeng Co. expects a profit of 410 million to 495 million yuan, reversing previous losses [26] - Bingchuan Network forecasts a profit of 436 million to 516 million yuan, reversing previous losses [27] - Zhongyou Technology anticipates a profit of 540 million to 640 million yuan, reversing previous losses [28] - Dongfang Biology expects a loss of 523 million yuan [29] - Wantai Biological anticipates a loss of 330 million to 410 million yuan due to market pressures [30] - Anbotong expects a loss of 114 million to 165 million yuan [31] - Shunxin Agriculture forecasts a loss of 116 million to 188 million yuan due to declining sales [32] - Guozhong Water expects a loss of 130 million to 104 million yuan, with potential delisting risks [33] Group 5: Major Contracts - China Communication Signal expects to win 21 major projects worth approximately 5.26 billion yuan [34]

Group 1 - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder after the completion of the restructuring [3] - Baiyin Nonferrous Metals reported that the revenue from gold and silver products accounted for a low proportion of total operating income, with gold sales contributing 18.67% and silver sales 4.54% in the first half of 2025 [4] - Tiens Wind Power decided to implement a long-term production suspension for six wholly-owned subsidiaries to optimize resource allocation and focus on core businesses [5] Group 2 - Tongling Nonferrous Metals indicated significant uncertainty in the price fluctuations of its main products, with a low self-sufficiency rate for copper concentrate posing supply stability risks [6] - *ST Aowei received a notice of termination of listing due to its market capitalization falling below 500 million yuan for twenty consecutive trading days [7] - Foton Motor expects a net profit increase of approximately 1551% year-on-year for 2025, driven by sales growth in new energy vehicles and overseas markets [9] Group 3 - Beimo High-tech anticipates a net profit increase of 1076.16% to 1261.87% for 2025, supported by cost control and reduced credit impairment losses [10] - Zhongke Sanhuan forecasts a net profit growth of 566.23% to 899.35% for 2025, attributed to technological innovation and improved operational efficiency [12] - Wancheng Group expects a net profit increase of 222.38% to 266.94% for 2025, driven by growth in its retail business and improved sales margins [13] Group 4 - Huayi Technology anticipates a net profit increase of 191.52% to 330.34% for 2025, benefiting from product optimization and cost reduction measures [14] - Nanmo Biology expects a net profit growth of 269.49% to 423.44% for 2025, supported by increased revenue in the biopharmaceutical sector and improved cost control [15] - Baiao Saitu forecasts a net profit increase of 384.26% to 443.88% for 2025, driven by expansion in overseas markets and recovery in the domestic biopharmaceutical industry [16] Group 5 - Hailanxin expects a net profit increase of 387.47% to 631.2% for 2025, supported by advancements in technology and increased market share in marine observation [17] - Panjiang Co. anticipates a net profit growth of 205.3% to 264.83% for 2025, driven by increased coal production and reduced costs [18] - Huaguang New Materials expects a net profit increase of 104.67% to 141.88% for 2025, with significant growth in the electronic sector [20] Group 6 - Guo Sheng Securities forecasts a net profit increase of 25.44% to 67.25% for 2025, supported by active capital market participation and growth in various business segments [25] - Shengyi Technology expects a net profit growth of 87% to 98% for 2025, driven by increased sales of copper-clad laminates [26] - Sifutian anticipates a net loss of 30 million to 45 million yuan for 2025, although this represents a significant reduction in losses compared to the previous year [27] Group 7 - Maanshan Steel expects a net loss of 1.9 billion to 2.5 billion yuan for 2025, with a substantial reduction in losses compared to the previous year [28] - Shennong Seed Industry forecasts a net profit of 90 million to 120 million yuan for 2025, marking a turnaround from previous losses [30] - Jifeng Co. anticipates a net profit of 410 million to 495 million yuan for 2025, achieving a turnaround from losses [31]