证券日报网讯 2月3日，万丰股份发布公告称，公司A 股股票于 2026 年 1 月29 日至 2 月 3 日连续 4 个交 易日涨停，公司股价累计涨幅为 46.43%，同期上证指数累计跌幅为 2.01%，偏离值为 48.44%。公司股 价短期涨幅较大，未来可能存在快速下跌的风险。经公司自查，截至本公告披露日，确认不存在应披露 而未披露的重大信息。 （编辑 楚丽君） ...

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 黄山旅游：拟投资约5.3亿元建设黄山滨江东路12号酒店项目 黄山旅游公告，公司于2026年2月3日召开第九届董事会第十九次会议，审议通过了《关于投资建设黄山滨江东路12号酒店项目的议案》，同意公司投资建设 黄山滨江东路12号酒店项目，预计投资金额约为5.3亿元，资金来源为公司自筹资金。该项目位于黄山市中心政务区及商务区核心，总建筑面积79178.15平方 米，目前建筑主体已完成。公司将对既有建筑实施全面改造与品质升级，打造高端酒店。项目建设周期预计为24个月，静态投资回收期为16.14年。 杭电股份：公司股票价格短期涨幅较大 存在交易风险 杭电股份公告称，公司股票价格短期涨幅较大，2026年1月30日至2月3日，公司股票已连续3个交易日以涨停价收盘，公司股票价格涨幅累计达32.97%，显 著高于同行业上市公司。公司最新滚动市盈率为负，市盈率绝对值远高于同行业。公司预计2025年年度实现归属于上市公司股东的净利润-30,000万元左 右，存在经营业绩下降风险。公司特别提醒投资者注意二级市场交易风险，理性决策，审慎投资。 旭光电子：拟定增募资不超过1 ...

当天机构净买入前三的股票分别是恒邦股份、盛达资源、铜陵有色，净买入金额分别是9.43亿元、4.17 亿元、3.37亿元。 当天机构净卖出前三的股票分别是钧达股份、万丰股份、杰普特，净流出金额分别是2.09亿元、4174万 元、3505万元。 共47只个股出现了机构的身影。 盘后数据显示，2月3日龙虎榜中，共47只个股出现了机构的身影，有31只股票呈现机构净买入，16只股 票呈现机构净卖出。 | 倍加洁 | 4.91% | 5031.78 | | --- | --- | --- | | 红墙股份 | 7.37% | 5016.90 | | 世纪恒通 | -1.14% | 4797.03 | | 天龙集团 | 6.41% | 3586.04 | | 天地在线 | 5.23% | 2991.14 | | 海兰信 | 15.82% | 2220.82 | | ST京机 | 5.01% | 1502.00 | | 肯特催化 | 5.11% | 1402.32 | | 世盟股份 | 106.18% | 992.46 | | 燕麦科技 | 18.39% | 790.76 | | 亿能电力 | 1.51% | 775.18 ...

Group 1 - Fulin Precision's subsidiary Jiangxi Shenghua invested 270 million yuan to establish a joint venture for a 500,000-ton ferrous oxalate project, with a total investment of 1.5 billion yuan expected to be completed by September 30, 2026 [1] - Xuguang Electronics plans to raise up to 1 billion yuan through a private placement to fund high-voltage vacuum arc extinguishing chamber expansion and other projects [2] - Minexplosion Optoelectronics intends to acquire 100% equity of Xiazhi Precision, with the transaction subject to shareholder and regulatory approvals [3] Group 2 - Shangluo Electronics' controlling shareholder plans to reduce his stake by up to 3% due to personal financial needs [4] - Babi Food reported a 1.3% decline in net profit for 2025, despite an 11.22% increase in revenue [5] - Pengding Holdings' subsidiary acquired industrial land in Huai'an for 66.14 million yuan [6] Group 3 - Zhuoyue New Energy's net profit for 2025 increased by 14.16%, despite a 17.43% decline in revenue [7] - Zhongyuan Media's net profit grew by 30.99% in 2025, with revenue decreasing by 5.13% [8] - Huangshan Tourism plans to invest approximately 530 million yuan in a hotel project with a 24-month construction period [9] Group 4 - *ST Jinling's restructuring plan was approved by the court, which may improve the company's financial situation [11] - Jichuan Pharmaceutical's subsidiary paid 80 million yuan for exclusive commercialization rights of a drug [12] - Pilin Bio's subsidiary received a notice for the acceptance of a drug supplement application [13] Group 5 - Nepe Mining terminated its investment in Swiss Veritas Resources AG due to changes in conditions [14] - Jinhui Wine announced a cash dividend of 0.20 yuan per share for the first three quarters of 2025 [15] - Hualan Biological's clinical trial for a new drug received approval for an additional indication [16] Group 6 - Industrial Fulian reported a total of 247 million yuan spent on share buybacks as of January 31, 2026 [17] - Yitong Century was pre-selected for a 107 million yuan project with China Tower [18] - Wanfeng Co. noted uncertainty in future price changes for disperse dyes [19] Group 7 - Bibet's clinical trial application for a new drug was approved by the National Medical Products Administration [21] - Chengbang Co. signed new project contracts worth 40.03 million yuan in Q4 2025 [22] - *ST Hengji received a court ruling for a performance compensation of 175 million yuan [23] Group 8 - Jihua Group is planning a change in control, leading to continued stock suspension [24] - Ningbo Port expects a container throughput of 5.03 million TEUs in January 2026, a 9.5% increase [25] - Hengli Petrochemical's actual controller increased his stake by 3.3 million shares [26] Group 9 - Hongfuhan signed a sales contract worth 480 million yuan with Guangdong Quanxiang [27] - All New Good's shareholder lifted a judicial freeze on 4.36% of the company's shares [28] - Changchun High-tech's subsidiary's clinical trial application for a new drug was accepted [29] Group 10 - Xingqi Eye Medicine's clinical trial for a new drug entered the first/second phase [31] - Hanma Technology reported a 140.04% increase in new energy heavy truck production in January 2026 [32] - Hengfeng Paper plans to invest 349 million yuan in a new green printing project [33] Group 11 - Zhifei Biological's mRNA vaccine for shingles received clinical trial approval [34] - Yutong Bus reported a 15.35% decrease in production in January 2026 [35] - StarNet Ruijie plans to sign a lease contract with an affiliate for a total rent of up to 110 million yuan [36] Group 12 - Hacheng Bonda's director completed a 0.97% share reduction [37] - Hendi Pharmaceutical's application for a new drug was approved [38] - Xinhua Medical's subsidiary received a medical device registration certificate [40] Group 13 - Yaokang Bio reported a 31.49% increase in net profit for 2025 [41] - Gaotie Electric reported a 14.02% increase in net profit for 2025 [42]

证券代码：603172 证券简称：万丰股份 公告编号：2026-004 浙江万丰化工股份有限公司 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，公司对有关事项进行了核查，并发函 问询了公司控股股东及实际控制人，现将有关情况说明如下： （一）生产经营情况 经公司自查，公司目前生产经营活动正常。市场环境、行业政策没有发生 重大调整、生产成本和销售等情况没有出现大幅波动、内部生产经营秩序正常。 不存在应披露而未披露的重大信息。 （二）重大事项情况 经公司自查并向控股股东及实际控制人书面发函查证，截至本公告披露日， 股票交易异常波动公告 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。 重要内容提示： 一、股票交易异常波动的具体情况 公司股票交易于 2026 年 2 月 2 日、2026 年 2 月 3 日连续两个交易日内日收 盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规 定，属于股票交易异常波动的情况。 （三）媒体报道、市场传闻、热点概念情况 经公司核实，公司未发现对公司股票交易价格可能产生 ...

关于浙江万丰化工股份有限公司 浙江万丰化工股份有限公司董事会; 本人于 2026 年 2 月 3 日, 收到贵公司发来的《关于浙江万丰化工股份有限 公司股价异常波动有关问题的问询函》，经本人认真核查,现将有关问题回复 如下: 本人为浙江万丰化工股份有限公司的实际控制人,截止本函回复日,本人 及一致行动人不存在涉及上市公司的应披露而未披露的重大信息;不存在筹划 涉及上市公司的重大事项,包括但不限于重大资产重组、股份发行、重大交易 类事项、业务重组、股份回购、股权激励、破产重整、重大业务合作、引进战 略投资者等重大事项;本次上市公司股票交易异常波动期间，本人及一致行动 人不存在买卖上市公司股票的情形。 特此回函。 本人签字: 2026年2月3日 关于浙江万丰化工股份有限公司 股价异常波动问询的回函 股价异常波动问询的回函 浙江万丰化工股份有限公司董事会: 本公司于 2026年 2月 3日,收到贵公司发来的《关于浙江万丰化工股份有 限公司股价异常波动有关问题的问询函》,经本公司认真核查,现将有关问题 回复如下: 本公司作为浙江万丰化工股份有限公司的控股股东,截止本函回复日,本 公司及一致行动人不存在涉及上市公司的应 ...

证券代码：603172 证券简称：万丰股份 公告编号：2026-005 浙江万丰化工股份有限公司 关于签署募集资金专户存储三方监管协议的公告 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。 一、募集资金基本情况概述 根据中国证券监督管理委员会出具的《关于同意浙江万丰化工股份有限公司 首次公开发行股票注册的批复》（证监许可[2023]669 号），浙江万丰化工股份 有限公司（以下简称"公司"或"甲方"）已首次公开发行人民币普通股 3,338.00 万股，募集资金总额为人民币 48,668.04 万元，减除发行费用（不含税）人民币 6,609.05 万元后，募集资金净额为人民币 42,058.99 万元。立信会计师事务所（特 殊普通合伙）对上述募集资金情况进行了审验，并于 2023 年 5 月 5 日出具了"信 会师报字[2023]第 ZF10822 号"《验资报告》。 二、募集资金专户的开立及《募集资金专户存储三方监管协议》 的签订情况 公司于 2025 年 12 月 29 日召开第三届董事会第二次会议、于 2026 年 1 月 ...

万丰股份公告，公司A股股票于2026年1月29日至2月3日连续4个交易日涨停，公司股价累计涨幅为 46.43%，同期上证指数累计跌幅为2.01%，偏离值为48.44%。公司目前生产经营活动正常，不存在应披 露而未披露的重大信息。公司股票交易于2026年2月2日、2026年2月3日连续两个交易日内日收盘价格涨 幅偏离值累计达到20%。公司注意到，近期受分散染料核心中间体还原物及部分分散染料价格上涨影 响，公司市场关注度有所提高。需特别说明的是，上述产品价格未来预计变动幅度及其持续性仍存在不 确定性，能够为公司带来的预期收益仍存在不确定性。公司主营业务和基本面未发生重大变化，敬请广 大投资者理性投资、审慎决策，注意投资风险。 ...

格隆汇2月3日｜万丰股份发布异动公告，公司A股股票于2026年1月29日至2月3日连续4个交易日涨停， 公司股价累计涨幅为46.43%，同期上证指数累计跌幅为2.01%，偏离值为48.44%。公司股价短期涨幅较 大，未来可能存在快速下跌的风险。公司注意到，近期受分散染料核心中间体还原物及部分分散染料价 格上涨影响，公司市场关注度有所提高。需特别说明的是，上述产品价格未来预计变动幅度及其持续性 仍存在不确定性，能够为公司带来的预期收益仍存在不确定性。 ...

Market Overview - The A-share market experienced a significant upward trend on February 3, with the Shanghai Composite Index closing at 4067.74 points, up 1.29%. The Shenzhen Component rose by 2.19%, the ChiNext Index increased by 1.86%, the Sci-Tech Innovation Index gained 2.44%, and the Northbound 50 Index surged by 3.27%. The total trading volume across the Shanghai and Shenzhen markets reached 25,656 billion yuan [1]. Sector Performance - Over 4,800 stocks in the market saw gains, with the photovoltaic industry chain showing strong performance, particularly in the space photovoltaic sector, where companies like Aotewei and Zerun New Energy hit the daily limit with a 20% increase [3]. - The commercial aerospace sector rebounded, with stocks such as Jieli Suojin and Aerospace Development also reaching the daily limit [3]. - The chemical sector remained active, with Wanfeng shares achieving a four-day limit increase [3]. - The precious metals concept saw localized activity, with Hunan Gold hitting the daily limit [4][5]. Precious Metals Market - The precious metals market saw a sharp rebound, with Hunan Gold achieving a remarkable 7-day, 6-limit increase. Other notable performers included Xiaocheng Technology, which rose over 18%, and Zijin Mining, which increased by over 6% [5]. - On February 3, gold prices surged, with spot gold rising over 5% to surpass $4,900 per ounce, while silver also maintained an upward trend, increasing over 8% to break through $86 per ounce [6]. - According to China Galaxy Securities, the recent decline in precious metal prices can be viewed as a market-driven cooling following a period of rapid price increases, rather than a panic exit of funds. This price correction is seen as a normal phenomenon that helps release overheated market sentiment [6]. - Guotai Junan Securities indicated that the recent significant drop in precious metal prices is a technical adjustment to the irrational increases seen since the beginning of the year, rather than the end of a long-term upward trend for gold. The decline in speculative sentiment and leverage levels is expected to support a healthier upward trend for gold in the near term [6]. Computing Power Leasing Sector - The computing power leasing sector showed continued strength, with Tianwei Vision experiencing a direct limit increase [7][8]. - Other companies in this sector, such as Wangsu Technology and Capital Online, saw increases of over 10% [8]. - The CPO concept also performed actively, with Robotech hitting a 20% limit increase, and companies like Juguang Technology, Dekeli, and Tianfu Communication rising over 10% [8]. - According to Dongwu Securities, major overseas cloud providers have begun raising prices for their services, marking the first increase in years. This trend is expected to influence domestic cloud providers to follow suit, creating investment opportunities in the AI cloud industry as demand increases [8].