Core Viewpoint - Jinchen Co., Ltd. announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over three consecutive trading days from January 23 to January 27, 2026 [1] Company Information - The company's board confirmed that there are no undisclosed matters that should be disclosed according to the relevant regulations of the Shanghai Stock Exchange [1] - The board also stated that it is not aware of any undisclosed information that could significantly impact the trading price of the company's stock and its derivatives [1] - There are no corrections or supplements needed for previously disclosed information [1]

Core Viewpoint - Jincheng Co., Ltd. (603396) experienced significant stock price fluctuations, with a cumulative increase of over 20% in closing prices over three consecutive trading days, indicating abnormal trading activity [1] Company Summary - On January 27, Jincheng Co., Ltd. closed at the limit-up price of 46.49 yuan per share, resulting in a total market capitalization of 6.44 billion yuan [1] - The company stated that its daily operations are normal and that there have been no significant changes in market conditions or industry policies [1] - Jincheng Co., Ltd. conducted a self-examination and found no media reports or market rumors that could significantly impact its stock price [1] Industry Summary - The recent surge in stock prices within the photovoltaic sector is attributed to speculation surrounding the "space photovoltaic" concept, leading to substantial gains for listed companies in this industry [1]

证券代码：603396 证券简称：金辰股份 公告编号：2026-008 营口金辰机械股份有限公司 股票交易异常波动公告 重要内容提示： 营口金辰机械股份有限公司（以下简称"公司"）股票于 2026 年 1 月 23 日、2026 年 1 月 26 日、2026 年 1 月 27 日连续 3 个交易日内日收盘价格涨幅偏 离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动情形。 经公司自查并书面征询公司控股股东及实际控制人，截至本公告披露日， 不存在影响公司股票交易价格异常波动的重大事项和其他应披露而未披露的重 大信息。 公司控股股东、实际控制人的一致行动人北京金辰映真企业管理有限公 司（以下简称"北京金辰"）计划通过集中竞价交易方式减持公司股份。拟减持 所持有的公司无限售条件流通股不超过 1,337,500 股，拟减持数量不超过公司总 股本的 0.97%，减持期间为 2026 年 1 月 7 日至 2026 年 4 月 6 日，目前，尚处于 减持期间内。 截至 2026 年 1 月 27 日，公司市盈率为 140.17，高于行业平均水平。2025 年前三季度，公司营业收入 1 ...

Market Overview - The market experienced a rebound with all three major indices rising, driven by strength in the semiconductor industry and precious metals [1] - Notable stocks included Dongxin Co. and Kangqiang Electronics, both hitting the daily limit, while Huahong Company rose over 7% to reach a new high [1] - The trading volume for the day was 2.92 trillion [1] Key Highlights Domestic Chips - The domestic chip sector saw significant gains, with stocks like Electric Science Chip, Dongxin Co., and Yaxiang Integration hitting the daily limit [4] - Microsoft announced the launch of its next-generation AI chip, Maia200, which reportedly improves performance by 30% per dollar compared to the latest hardware [4] - Samsung proposed a price increase of over 80% for LPDDR chips in Q1, with SK Hynix's increase around 100%, impacting Apple's supply chain [4] Semiconductor Pricing Trends - According to招商证券, the supply-demand gap is driving storage product prices up, with DRAM contract prices expected to increase by 55-60% and Server DRAM prices by over 60% in Q1 2026 [6] - The forecast for NAND Flash products indicates a price increase of 33-38% [6] - The localization rate of semiconductor manufacturing equipment in China is currently low, with projections to reach 30% by 2026 [6] Optical Communication - The optical communication sector rebounded, with stocks like Zhongci Electronics and Kecuan Technology hitting the daily limit [7] - Demand for optical modules remains strong, driven by increased capital expenditures from major North American cloud providers, with a projected total exceeding $380 billion for 2025 [9] Photovoltaic Sector - The photovoltaic sector strengthened in the afternoon, with companies like Saiwu Technology and Zhengtai Power seeing significant gains [10] - Elon Musk announced plans to achieve 200 GW of solar manufacturing capacity in the U.S. within three years, indicating a strong future demand for solar technology [12] Stock Performance - Key stocks in the semiconductor and optical communication sectors showed substantial gains, with Dongxin Co. and Shengke Communication both rising by 20% [18] - The overall market sentiment reflects a positive outlook for sectors related to AI, storage, and renewable energy technologies [18]

Group 1 - The core point of the article is that Jincheng Co., Ltd. (stock code: sh603396) reached its daily limit with a price of 46.49 yuan, reflecting a 10.01% increase and a total market capitalization of 6.44 billion yuan [1] Group 2 - Jincheng Co., Ltd. experienced a significant improvement in operating cash flow, which increased by 285.12% year-on-year, reaching 291 million yuan, indicating enhanced working capital management capabilities [2] - The company is advancing its production base project in Malaysia, which is expected to enhance its international competitiveness and align with the growing demand for photovoltaic equipment in overseas markets [2] - The photovoltaic industry remains a market hotspot, supported by policies and market attention, which may lead to positive performance for related stocks in the sector [2] - Positive market signals, such as improved cash flow and increased capital efficiency, may have attracted market attention, contributing to the stock price surge [2]

Core Viewpoint - The solar photovoltaic sector has experienced significant gains, with the Wind Solar Index rising over 9% as of the report's publication [1]. Group 1: Stock Performance - Liancheng CNC reached a 30% limit-up, while Maiwei Technology, Laplace, Aotwei, and Dongfang Risheng all hit a 20% limit-up [3]. - Over 20 stocks in the sector saw gains exceeding 10%, including Junda Co., GCL-Poly, and LONGi Green Energy [3]. - Specific stock price movements include: - Liancheng CNC at 47.16, up 29.99% - Laplace at 55.54, up 20.01% - Maiwei Technology at 324.36, up 20.00% - Aotwei at 90.01, up 20.00% [4]. Group 2: Additional Stock Gains - Other notable stock performances include: - JinkoSolar at 6.88, up 19.65% - Trina Solar at 20.49, up 14.53% - Longi Green Energy at 19.35, up 10.01% [5][6]. - A total of over 10 stocks achieved limit-up status, indicating strong market interest and investment in the solar sector [3]. Group 3: Industry Developments - Elon Musk announced during the World Economic Forum that SpaceX and Tesla are working to enhance solar energy production capacity, targeting an annual output of 100 GW [6].

Group 1 - The company has approved the cancellation of its subsidiary Suzhou Deruilian Automation Technology Co., Ltd. [2][3] - The cancellation process has been completed, and the subsidiary will no longer be included in the company's consolidated financial statements, which will not have a substantial impact on the company's financial performance [3] - The cancellation will not affect the company's business development or profitability, ensuring no harm to the interests of shareholders, especially minority shareholders [3] Group 2 - The company plans to use its own funds for entrusted wealth management, with a total investment amount not exceeding RMB 200 million [8] - The investment will focus on low-risk, liquid, and capital-preserving financial products, including those issued by banks and securities firms [10] - The investment period is valid for twelve months from the date of approval, with individual investments not exceeding twelve months [11] Group 3 - The company will hold its first temporary shareholders' meeting on February 5, 2026, using a combination of on-site and online voting [17] - The meeting will discuss various proposals that have been previously approved by the board of directors [20][21] - Shareholders can participate in the meeting through a designated online voting system, with specific voting times outlined [19] Group 4 - The company intends to apply for a credit limit of up to RMB 3 billion from banks and financial institutions for the year 2026 [69][70] - This credit will be used to support the operational and developmental needs of the company and its subsidiaries [69] - The authorization for this credit limit will be valid for twelve months from the date of approval by the shareholders' meeting [71]

Group 1 - The company Jinchen Co., Ltd. announced the approval of several proposals during the 19th meeting of its fifth board of directors, including the use of idle raised funds for cash management and the placement of remaining raised funds in agreed deposits [2] - The company also approved a proposal to use its own funds for entrusted wealth management [2] - Additionally, the company decided to supplement the non-independent directors of its fifth board of directors [2]

国金证券股份有限公司 关于营口金辰机械股份有限公司 使用部分闲置募集资金进行现金管理及募集资金余额以协 定存款方式存放的核查意见 国金证券股份有限公司（以下简称"国金证券"或"保荐机构"）作为营口 金辰机械股份有限公司（以下简称"金辰股份"或"公司"）持续督导保荐机构， 根据《证券发行上市保荐业务管理办法》《上海证券交易所股票上市规则》《上市 公司募集资金监管规则》《上海证券交易所上市公司自律监管指引第 1 号——规 范运作》等有关法律法规和规范性文件的要求，对本次金辰股份使用部分闲置募 集资金进行现金管理及募集资金余额以协定存款方式存放的情况进行了审慎核 查，发表意见如下： 一、投资情况概述 （一）投资目的 为提高募集资金使用效率，在确保公司募集资金安全和不影响募集资金投资 项目建设进度前提下，公司及子公司拟合理利用部分闲置募集资金进行现金管理， 增加资金收益，为公司及股东获取更多的投资回报。 （二）投资金额 （三）资金来源 公司及子公司本次进行现金管理的资金来源系公司向特定对象发行股票的 部分闲置募集资金。 1 根据中国证券监督管理委员会出具的《关于同意营口金辰机械股份有限公司 向特定对象发行股票注册的批 ...

证券代码：603396 证券简称：金辰股份 公告编号：2026-001 营口金辰机械股份有限公司 关于使用部分闲置募集资金进行现金管理及募集资 金余额以协定存款方式存放的公告 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。 重要内容提示： 投资种类：安全性高、流动性好的保本型理财产品； 投资金额：不超过人民币 50,000 万元，同时，公司拟将本次向特定对象 发行股票募集资金余额以协定存款方式存放； 已履行及拟履行的审议程序：营口金辰机械股份有限公司（以下简称"公 司"）于 2026 年 1 月 19 日分别召开了董事会审计委员会 2026 年第一次会议和第 五届董事会第十九次会议，分别审议通过了《关于使用部分闲置募集资金进行现 金管理及募集资金余额以协定存款方式存放的议案》，保荐机构国金证券股份有 限公司（以下简称"保荐机构"）对本事项出具了同意的核查意见，本议案无需提 交股东会审议； 特别风险提示：公司及子公司拟使用部分闲置募集资金购买的理财产品 为安全性高、流动性好的理财产品，属于低风险投资品种，但金融市场受宏观经 济的 ...