格隆汇2月3日丨金辰股份(603396.SH)公布，公司于2026年2月3日收到股东出具的《关于营口金辰机械 股份有限公司控股股东、实际控制人及其一致行动人权益变动触及1%刻度的告知函》，获悉自2026年2 月2日至2026年2月3日期间，公司控股股东、实际控制人之一致行动人北京金辰通过集中竞价方式累计 减持公司无限售条件流通股100万股，占公司总股本的0.72%。本次权益变动后，公司控股股东、实际 控制人及其一致行动人合计持有公司的股份比例由42.16%减少至41.44%，本次权益变动比例触及1%刻 度。 ...

Core Insights - The report highlights significant target price increases for several companies, with 百利天恒 leading at 375.97%, followed by 泽璟制药 at 88.56% and 长城汽车 at 83.66% [1][2]. Target Price Increases - 百利天恒 (CITIC Securities) has a target price increase of 375.97%, with a latest price of 1322.00 CNY [2]. - 泽璟制药 (Huatai Securities) shows a target price increase of 88.56%, with a latest price of 166.16 CNY [2]. - 长城汽车 (CITIC Securities) has a target price increase of 83.66%, with a latest price of 38.00 CNY [2]. - Other notable increases include 工业富联 (Huatai Securities) at 73.31% and 宁德时代 (Dongwu Securities) at 71.71% [2]. Broker Recommendations - A total of 265 companies received broker recommendations from January 26 to February 1, with 青岛银行 receiving the highest number at 8 recommendations [3]. - 先导智能 and 万辰集团 each received 5 recommendations [3]. Rating Adjustments - During the same period, 8 companies had their ratings upgraded, including 上海家化 (Guolian Minsheng Securities) from "Hold" to "Recommend" [4]. - 中兴通讯 (Dongguan Securities) was upgraded from "Cautious Recommend" to "Buy" [4]. - 特变电工 (Huatai Securities) was upgraded from "Hold" to "Buy" [4]. Rating Downgrades - Two companies had their ratings downgraded, including 金辰股份 (Zheshang Securities) from "Buy" to "Hold" [5]. - 华设集团 (Guotai Junan Securities) was downgraded from "Buy" to "Hold" [5]. First Coverage - A total of 75 instances of first coverage were reported, with 陕西旅游 receiving a "Outperform Industry" rating from China International Capital Corporation [6]. - 柏楚电子 was rated "Hold" by Guotai Junan Securities, and 博汇纸业 received a "Buy" rating from Guohai Securities [6].

Core Viewpoint - The report highlights significant target price increases for several listed companies from January 26 to February 1, with notable mentions including Baili Tianheng, Zexing Pharmaceutical, and Great Wall Motors, indicating strong bullish sentiment in the market for these stocks [1][2]. Target Price Increases - Baili Tianheng (688506) has a target price increase of 375.97%, with a highest target price set at 1322.00 yuan [2]. - Zexing Pharmaceutical (688266) shows a target price increase of 88.56%, with a highest target price of 166.16 yuan [2]. - Great Wall Motors (601633) has a target price increase of 83.66%, with a highest target price of 38.00 yuan [2]. - Other companies with notable target price increases include Industrial Fulian (601138) at 73.31% and CATL (300750) at 71.71% [2][3]. Broker Recommendations - A total of 265 listed companies received broker recommendations during the period, with Qingdao Bank receiving the highest number of recommendations at 8 [3][4]. - Other companies with multiple recommendations include Xian Dao Intelligent and Wancheng Group, each receiving 5 recommendations [3][4]. Rating Adjustments - Eight companies had their ratings upgraded, including Shanghai Jahwa (600315) from "Hold" to "Buy" and ZTE Corporation (000063) from "Cautious Buy" to "Buy" [5][6]. - Two companies had their ratings downgraded, including Jincheng Shares (603396) from "Buy" to "Hold" and Huasheng Group (603018) from "Buy" to "Hold" [6]. First-Time Coverage - During the same period, 75 instances of first-time coverage were reported, with notable ratings including Shaanxi Tourism (603402) receiving a "Outperform Industry" rating and Bichu Electronics (688188) receiving a "Buy" rating [7].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603396 证券简称：金辰股份 公告编号：2026-009 营口金辰机械股份有限公司 关于部分银行账户被冻结的进展公告 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。 现公司已经支付完毕上述款项，苏州智慧谷已向营口仲裁委员会申请撤回仲裁请求，并同步解除相应财 产保全措施。 目前，公司相关账户资金已解除冻结，具体情况如下： ■ 二、公司其他银行账户冻结的情况 截至本公告日，公司银行账户尚有24,385,840.81元资金未解除冻结，冻结裁定系营口市西市区人民法院 出具的《民事裁定书》[(2025)辽0803财保3号]，具体内容详见公司于2025年5月9日披露于上海证券交易 所网站（www.sse.com.cn）的《营口金辰机械股份有限公司关于部分银行账户被冻结的公告》（公告编 号：2025-027）。 截至本公告日，公司尚未收到上述案件的裁决结果，上述冻结资金尚未解除冻结。 营口金辰机械股份有限公司（以下简称"公司"）于2025年5月分别收到江苏省昆山市人民法院出具的 ...

一、银行账户部分资金解除冻结的基本情况 证券代码：603396 证券简称：金辰股份 公告编号：2026-009 营口金辰机械股份有限公司 关于部分银行账户被冻结的进展公告 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。 营口金辰机械股份有限公司（以下简称"公司"）于 2025 年 5 月分别收到 江苏省昆山市人民法院出具的《民事裁定书》[(2025)苏 0583 财保 1664 号之一]， 营口市西市区人民法院出具的《民事裁定书》[(2025)辽 0803 财保 3 号]、[(2025) 辽 0803 财保 4 号]，并获悉公司部分银行账户被冻结，于 2025 年 8 月分别收到 江苏省昆山市人民法院出具的《民事裁定书》[(2025)苏0583民初20014号]、[(2025) 苏 0583 财保 1664 号之二]，获悉公司与苏州智慧谷激光智能装备有限公司（以 下简称"苏州智慧谷"）买卖合同纠纷一案，原告苏州智慧谷已撤诉，同时，公 司被冻结的银行账户中部分资金已解除冻结。具体内容详见公司分别于 2025 年 5 月 9 日、 ...

| 2026 | 年第一次临时股东会参会须知 | 1 | | --- | --- | --- | | 2026 | 年第一次临时股东会会议议程 | 3 | | 2026 | 年第一次临时股东会会议议案 | 5 | | 议案一 | 关于公司 2026 年度向银行等金融机构申请授信额度的议案 | 5 | | 议案二 | 关于补选公司第五届董事会非独立董事的议案 | 6 | 营口金辰机械股份有限公司 2026 年第一次临时股东会会议资料 营口金辰机械股份有限公司 2026 年第一次临时股东会 会议资料 二〇二六年二月 营口金辰机械股份有限公司 2026 年第一次临时股东会会议资料 2026 年第一次临时股东会参会须知 为维护股东的合法权益，保障股东在营口金辰机械股份有限公司（以下简 称"公司"）2026 年第一次临时股东会期间依法行使权利，确保股东会的正常秩 序和议事效率，根据《中华人民共和国公司法》《上市公司股东会规则》《营 口金辰机械股份有限公司章程》等有关规定，制定本须知，望全体股东及其他 有关人员严格遵守： 一、各股东请按照本次股东会会议通知中规定的时间和登记方法办理参加 会议手续（详见公司刊登于上海证券交 ...

Group 1 - A-shares saw 49 stocks hitting the daily limit up and 14 stocks hitting the daily limit down during the first half of the trading day on January 29 [1] - The precious metals sector was active, with silver-related stocks achieving an 8-day consecutive limit up, and Western Gold reaching 4 limit ups in 7 days [1] - The short drama concept gained strength, with Tian Di Online achieving 5 limit ups in 9 days, and Hengdian Film and Television, Guangdong Media also hitting the limit up [1] Group 2 - Among the consecutive limit up stocks, China Gold achieved 5 consecutive limit ups, Zhejiang Wenhu Interconnection reached 4 limit ups in 8 days, and Jinchen Co. had 3 limit ups in 5 days [1] - Several stocks faced consecutive limit downs, including *ST Aowei with 15 consecutive limit downs, *ST Wanfang with 13 consecutive limit downs, and *ST Yanshi with 4 consecutive limit downs [1] - Other stocks like *ST Dongjing and ST Yingfeitop experienced 3 consecutive limit downs, while *ST Sailong and others faced 2 consecutive limit downs [1]

Group 1 - The core viewpoint of the news is that Jincheng Co., Ltd. (stock code: sh603396) experienced a significant stock price increase, reaching a limit up of 52.06 yuan, with a rise of 9.99% and a total market capitalization of 7.212 billion yuan on January 29, 2026 [1] - The surge in stock price is attributed to several factors, including the company's focus on high-end intelligent equipment, particularly in the solar photovoltaic sector, and its expansion into overseas markets, which is expected to drive new growth [1] - The company has improved its fund management efficiency, enhancing liquidity through financial management and credit lines, which has stabilized market confidence in its financial status [1] Group 2 - Jincheng Co., Ltd. is actively developing its production base in Malaysia, which is part of its strategy to enhance international presence and capitalize on multiple industry trends, including photovoltaic, semiconductor, and hydrogen energy equipment [1] - The stock's performance on January 27, 2026, saw significant trading activity, with a total transaction volume of 1.146 billion yuan, indicating strong buying interest from both retail and institutional investors, contributing to the stock's limit up [1]

Investment Rating - The report assigns a "Buy" rating to the company, indicating a positive outlook for its stock performance relative to the market index [3]. Core Insights - The company is well-positioned to benefit from multiple industry trends, including photovoltaic, semiconductor, and hydrogen energy equipment sectors [1]. - The projected net profit for the company from 2025 to 2027 is estimated to be 0.71 billion, 0.73 billion, and 0.87 billion yuan, reflecting year-on-year growth rates of 11%, 3%, and 20% respectively [3]. - The company's revenue is expected to grow significantly, with forecasts of 2.53 billion, 2.72 billion, 3.41 billion, and 4.12 billion yuan for the years 2024 to 2027, representing growth rates of 12%, 7%, 26%, and 21% respectively [4]. Summary by Relevant Sections Hydrogen Energy Equipment - The company covers the entire manufacturing chain of hydrogen energy equipment, focusing on core manufacturing processes [2]. Financial Summary - The company’s revenue and net profit forecasts indicate a strong growth trajectory, with a projected revenue increase from 2.53 billion yuan in 2024 to 4.12 billion yuan in 2027 [4]. - The estimated P/E ratios for the years 2025, 2026, and 2027 are 93, 90, and 75 respectively, suggesting a decreasing valuation multiple over time [3]. Photovoltaic Equipment - The company is involved in advanced photovoltaic technologies, including PERTOP, HJT, and perovskite cell production lines, which are expected to drive demand and revenue growth [7]. - The PERTOP2.0 production line has an annual capacity exceeding 2.0 GW with a cell conversion efficiency of 25.1%-25.6% [7]. Semiconductor Equipment - The company has successfully entered the semiconductor sector with the delivery of horizontal PVD equipment, which is crucial for semiconductor device production [7].

Investment Rating - The investment rating for the company is "Accumulate" [3] Core Insights - The company is well-positioned to benefit from multiple industry trends, including photovoltaic, semiconductor, and hydrogen energy equipment [1] - The company has a comprehensive layout in hydrogen energy equipment, covering core manufacturing processes [2] - Revenue is projected to grow significantly, with expected revenues of 2,719 million yuan in 2025, 3,413 million yuan in 2026, and 4,121 million yuan in 2027, reflecting growth rates of 7%, 26%, and 21% respectively [4] Financial Summary - The forecasted net profit attributable to the parent company for 2025, 2026, and 2027 is expected to be 71 million yuan, 73 million yuan, and 87 million yuan, with year-on-year growth rates of 11%, 3%, and 20% respectively [3][4] - The company's earnings per share (EPS) is projected to be 0.5 yuan in 2025 and 0.6 yuan in 2027 [4] - The price-to-earnings (P/E) ratio is expected to decrease from 93 in 2025 to 75 in 2027 [3][4] Business Segments - In the photovoltaic equipment sector, the company offers advanced production lines for PERTOP, HJT, and perovskite technologies, with significant production capacities and high conversion efficiencies [7] - The semiconductor equipment segment has successfully delivered horizontal PVD equipment, marking the company's entry into the semiconductor field [7] - The hydrogen energy segment includes comprehensive manufacturing lines for fuel cells and electrolyzers, showcasing the company's capabilities in this emerging market [7]