Group 1: Company Performance - Cambrian achieved a net profit of 2.059 billion yuan in 2025, turning a profit due to a significant increase in revenue, which reached 6.497 billion yuan, a 453.21% increase year-on-year [1] - Muxi reported a total revenue of 1.644 billion yuan in 2025, a 121.26% increase, with net losses narrowing by 44.53% to 781.45 million yuan [2] - Moer Thread's revenue grew by 243.37% to 1.506 billion yuan in 2025, with net losses reduced by 36.70% to 1.024 billion yuan [3] - Lingdian Electric Control's net profit increased by 745.02% to 135 million yuan, despite a slight revenue decrease of 0.17% to 1.194 billion yuan [4] - JinkoSolar reported a net loss of 6.786 billion yuan in 2025, a decrease of 6,959.50%, with total revenue falling by 29.18% to 65.492 billion yuan [16] Group 2: Corporate Actions - Huicheng is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details still under discussion [5] - Zhongying Technology is planning to acquire at least 51% of Yingzhong Electric, which is expected to constitute a major asset restructuring [7] - Jierong Technology's actual controller is under investigation for suspected violations of information disclosure laws [6] Group 3: Market and Industry Trends - The AI industry is driving demand for computing power, benefiting companies like Cambrian and Moer Thread, which are expanding their market presence [1][3] - Muxi's GPU product shipments have significantly increased, reflecting strong market recognition and demand [2] - The global photovoltaic industry is facing price fluctuations and trade protection policies, impacting JinkoSolar's profitability [16]

Group 1 - The company, Nanjing Yinfly Storage Equipment (Group) Co., Ltd., won a public bidding for the equipment procurement project of Jingshan Yishan Ceramics Co., Ltd. [1] - The winning bid amount is RMB 87.097 million [1] Group 2 - In February, China's AI usage surpassed that of the United States for the first time, with four major models ranking among the top five globally [1] - The demand for domestic computing power is experiencing exponential growth [1]

Group 1 - The company Yinfly Storage announced on February 27 that its fifth board meeting was held to discuss the procurement project for the Yishan Intelligent Manufacturing Technology Transformation Project in Jingdezhen, which involves related party transactions [1] Group 2 - In February, China's AI usage surpassed that of the United States for the first time, with four major models ranking among the top five globally, indicating an exponential growth in domestic computing power demand [1]

证券代码：603066 证券简称：音飞储存 公告编号：2026-012 南京音飞储存设备（集团）股份有限公司 关于公司中标景德镇市邑山智造技改项目设备采购项目暨 关联交易的公告 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个别及连带责任。 重要内容提示： 1. 南京音飞储存设备（集团）股份有限公司（以下简称"公司"或"音飞 储存"）以参与公开招标方式中标景德镇邑山瓷业有限公司（以下简称"邑山瓷 业"）的景德镇市邑山智造技改项目设备采购项目，中标价格人民币 8709.7 万 元。 2. 邑山瓷业是公司控股股东景德镇陶文旅控股集团有限公司（以下简称"陶 文旅集团"）全资子公司。本次交易构成关联交易。 3.本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 4.本次交易已经第五届董事会独立董事专门会议第四次会议、第五届董事会 审计委员会第十三次会议、第五届董事会第二十二次会议审议通过，关联董事回 避表决，无需提交股东会审议。 5. 公司召开第五届董事会第二十次会议和 2026 年第一次临时股东会审议 通过《关于全资子公司增资 ...

证券代码：603066 证券简称：音飞储存 公告编号：2026-011 南京音飞储存设备（集团）股份有限公司 第五届董事会第二十二次会议决议公告 特此公告。 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个别及连带责任。 南京音飞储存设备（集团）股份有限公司董事会 南京音飞储存设备（集团）股份有限公司（以下简称"本公司"或"公司"） 第五届董事会第二十二次会议于 2026 年 2 月 24 日以通讯方式发出会议通知，于 2026 年 2 月 27 日以现场和通讯表决相结合方式召开会议，现场会议地点在公司 会议室。会议应到董事 7 名，实到董事 7 名。会议由公司董事长祝一鹏先生主持， 符合《公司法》及《公司章程》的有关规定。会议经认真审议，通过如下议案： 2026 年 2 月 27 日 一、审议通过《关于公司中标景德镇市邑山智造技改项目设备采购项目暨 关联交易的议案》 1 本议案已经第五届董事会独立董事专门会议第四次会议和第五届董事会审 计委员会第十三次会议审议通过，并同意将此项议案提交公司董事会审议。 有权表决董事一致认为，本次交易符 ...

Industry Overview - The Chinese automated warehouse equipment industry is transitioning from rapid expansion to high-quality development, with a market size projected to reach approximately 43.52 billion yuan in 2024, reflecting a year-on-year growth of 12.52% [1][9] - The fundamental purpose of investing in automated warehouse equipment is shifting from "storing goods" to "optimizing processes," aiming for cost reduction through semi/full automation and intelligence [1][9] - The current trend involves upgrading traditional high-rise warehouses to automated storage and retrieval systems (AS/RS), integrating shuttle cars, AGVs, and WMS systems [1][9] Market Size - The area of automated warehouses in China is expected to reach about 450 million square meters in 2024, with a year-on-year growth of 4.65% [6][7] - The growth in warehouse area directly reflects strong demand in industrial production, e-commerce logistics, and cold chain transportation, leading to increased equipment renovation and system integration needs [7][9] Industry Chain - The upstream of the automated warehouse equipment industry includes raw materials and components such as steel, aluminum alloys, sensors, and PLCs [4] - The midstream involves the manufacturing and system integration of automated warehouse equipment, while the downstream applications span various sectors including e-commerce, pharmaceuticals, and renewable energy [4] Key Companies - Leading companies in the industry include Qingdao Maoyuan, Kunshan Intelligent, and Beizi Technology, which dominate large complex projects due to their strong capital and technical backgrounds [9] - Companies like Jiangsu Liuwi and Hefei Jingsong are recognized for their dynamic market presence, transitioning from equipment manufacturing to solution providers [9] Industry Development Trends 1. The future of automated warehouses will evolve beyond simple "automated storage and retrieval" functions to become "intelligent warehouse brains" with capabilities for perception, decision-making, and execution [11] 2. Market demand is shifting from general scenarios to high-growth niche industries such as new energy vehicles and biomedicine, leading to customized solutions [12] 3. The focus of market competition is shifting from equipment sales to providing comprehensive intelligent warehouse solutions, which will concentrate resources among leading system integrators [13][14]

Group 1 - The company has elected Mr. Zhu Yipeng as the chairman of the fifth board of directors, serving as the legal representative from the date of approval until the end of the board's term [1][9][10] - The board has adjusted the members of the specialized committees to ensure their proper operation, with Mr. Zhu Yipeng serving as the chairman of the Strategy and Investment Committee [2][11] - The Compensation and Assessment Committee will be chaired by Liu Wei, with members including Peng Xiaojie and Gu Tao [3][12] Group 2 - The Audit Committee and Nomination Committee members will remain unchanged [4][13] - The terms of the newly elected committee members will last from the date of approval until the end of the fifth board's term [5][14]

Group 1 - The company announced the election of Mr. Zhu Yipeng as the chairman of the fifth board of directors [2] - Mr. Zhu Yipeng will also serve as the legal representative of the company [2]

Group 1 - The company Yinfly Storage held its 21st meeting of the 5th board of directors on February 9, 2026, using a combination of in-person and remote voting methods [1] - The meeting reviewed documents including a proposal for the election of the chairman [1] Group 2 - A 26-year-old graduate from a prestigious American university has recently returned to China and assumed the roles of chairman and general manager, while his parents have stepped back from active roles [1] - The trend of "post-00s" individuals taking on significant positions in A-shares presents a major test of their commitment to investors [1]

南京音飞储存设备（集团）股份有限公司 关于选举董事长、调整董事会专门委员会委员的公告 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。 证券代码：603066 证券简称：音飞储存 公告编号：2026-010 一、选举董事长 公司董事会选举祝一鹏先生担任第五届董事会董事长，担任公司法定代表人， 任期自董事会审议通过之日起至第五届董事会任期届满之日止。祝一鹏先生简历 附后。 二、调整董事会专门委员会委员有关情况 为保证董事会专门委员会的规范运作，对董事会专门委员会委员进行调整， 调整后的情况如下： 战略与投资委员会：祝一鹏、顾涛、荆林峰；其中祝一鹏为主任委员。 薪酬与考核委员会：刘伟、彭晓洁、顾涛；其中刘伟为主任委员。 审计委员会成员和提名委员会成员不作调整。 以上委员任期自本次董事会审议通过之日起至第五届董事会任期届满之日 止。 南京音飞储存设备（集团）股份有限公司（以下简称"本公司"或"公司"） 于 2026 年 2 月 9 日召开第五届董事会第二十一次会议，审议通过《关于选举董 事长的议案》和《关于选举董事会专门委员会委员的议 ...