Core Viewpoint - The A-share market saw a significant rally in communication equipment stocks, with multiple companies reaching their daily price limits and substantial year-to-date gains reported [1][2]. Group 1: Stock Performance - Zhongtian Technology (600522) increased by 10.01%, with a market capitalization of 94.2 billion and a year-to-date gain of 52.26% [2] - Hengtong Optic-Electric (600487) rose by 10.00%, with a market cap of 109.4 billion and a year-to-date increase of 79.26% [2] - Tongding Interconnection (002491) saw a rise of 9.97%, with a market cap of 12.9 billion and a year-to-date gain of 74.67% [2] - Fenghuo Communication (600498) increased by 7.28%, with a market cap of 62.1 billion and a year-to-date gain of 42.46% [2] - Tianfu Communication (300394) rose by 6.91%, with a market cap of 283.9 billion and a year-to-date increase of 79.84% [2] - Ruijie Networks (301165) increased by 6.58%, with a market cap of 71.4 billion and a year-to-date gain of 1.05% [2] - Dingtong Technology (688668) rose by 6.36%, with a market cap of 21.7 billion and a year-to-date increase of 25.65% [2] - Yongding Co., Ltd. (600105) increased by 5.98%, with a market cap of 43.5 billion and a year-to-date gain of 18.65% [2] - Xinke Mobile (688387) rose by 5.70%, with a market cap of 55.2 billion and a year-to-date increase of 25.12% [2] - StarNet Ruijie (002396) increased by 5.30%, with a market cap of 18 billion and a year-to-date gain of 1.65% [2] - Feiling Kesi (301191) rose by 5.20%, with a market cap of 8.863 billion and a year-to-date increase of 18.88% [2] - Huiyuan Communication (000586) increased by 5.10%, with a market cap of 3.07 billion and a year-to-date gain of 17.29% [2] - ST Jinglun (600355) rose by 4.84%, with a market cap of 640 million and a year-to-date decrease of 41.96% [2] - Dayi Co., Ltd. (300504) increased by 4.75%, with a market cap of 4.304 billion and a year-to-date gain of 6.65% [2] - Hengwei Technology (603496) rose by 4.75%, with a market cap of 10.1 billion and a year-to-date increase of 15.69% [2] - Changfei Optical Fiber (601869) increased by 4.53%, with a market cap of 197.8 billion and a year-to-date gain of 105.31% [2] - Zhongguang Lightning Protection (300414) rose by 4.47%, with a market cap of 5.405 billion and a year-to-date increase of 10.90% [2]

Group 1 - The A-share market saw a collective surge in communication equipment stocks, with notable gains from companies such as Zhongtian Technology, Hengtong Optic-Electric, and Tongding Interconnection reaching the daily limit [1] - Zhongtian Technology's stock increased by 10.01%, with a total market capitalization of 94.2 billion and a year-to-date increase of 52.26% [2] - Hengtong Optic-Electric also rose by 10.00%, boasting a market cap of 109.4 billion and a year-to-date increase of 79.26% [2] Group 2 - Tongding Interconnection's stock price increased by 9.97%, with a market capitalization of 12.9 billion and a year-to-date increase of 74.67% [2] - Fenghuo Communication's stock rose by 7.28%, with a market cap of 62.1 billion and a year-to-date increase of 42.46% [2] - Tianfu Communication and Ruijie Networks saw increases of 6.91% and 6.58%, respectively, with market caps of 283.9 billion and 71.4 billion [2] Group 3 - Other companies such as Yonding Co., Xinke Mobile, and Xingwang Ruijie also experienced gains of over 5%, indicating a strong performance across the sector [1] - The overall positive trend in these stocks is supported by the formation of a MACD golden cross signal, suggesting a favorable market condition for these companies [1]

2月26日，恒为科技涨5.01%，截至发稿，报31.64元/股，成交5.51亿元，换手率5.58%，总市值101.31亿 元。 截至发稿，崔蕾累计任职时间7年113天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 250.66%， 任职期间最差基金回报-15.93%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居恒为科技十大流通股东。南方中证1000ETF（512100）三季度减 持4.39万股，持有股数202.26万股，占流通股的比例为0.63%。根据测算，今日浮盈赚取约305.41万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益10.92%，同 类排名1308/5572；近一年收益32.69%，同类排名1845/4311；成立以来收益26.85%。 南方中证1000ETF（512100）基金经理为 ...

2月26日，A股市场算力概念股集体走强，其中，星宸科技涨超16%，润泽科技涨超15%，智微智能10CM涨停，天 孚通信涨超9%，迈信林、中贝通信、烽火通信、光环新网涨超8%，奥飞数据、罗曼股份涨超7%，大位科技、锐 捷网络、云天励飞涨超6%，恒润股份、恒为科技、数据港、真直科技涨超5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 301536 | 星宸科技 | 1 | 16.41 | 358亿 | 41.65 | 84.86 | | 300442 | 润浄枝 | 1 | 15.90 | 1644 Z | 90.53 | 100.60 | | 001339 | 智微智能 | | 10.01 | 149亿 | 15.71 | 59.14 | | 300394 | 天孚通信 | 1 | 9.37 | 2904亿 | 83.97 | 373.51 | | 300167 | ST通威迅 | -澳 | 9.01 | 23.09亿 | 19.80 | 5.93 | | 688685 | 迈 ...

Group 1 - The core point of the announcement is that the controlling shareholder of Hengwei Technology, Mr. Hu Deyong, has pledged 4,000,000 shares, which is 18.10% of his total holdings of 22,102,562 shares, representing 6.90% of the company's total share capital [2][3] - The pledged shares are not used as collateral for any major asset restructuring or performance compensation [2] - As of the announcement date, the cumulative pledged shares by Mr. Hu Deyong and his concerted parties are detailed, although specific figures are not provided in the text [3] Group 2 - Hengwei Technology plans to establish an investment fund named Nantong Zhenghai Hengpu Venture Capital Partnership (Limited Partnership) with an investment amount of RMB 35 million [6] - The investment is part of a related transaction where the controlling shareholder, Mr. Shen Zhenyu, will also participate as a limited partner, which constitutes a related party transaction but does not qualify as a major asset restructuring [6][11] - The investment aims to strengthen the company's layout in artificial intelligence and semiconductor hard technology industries, integrating upstream and downstream resources in the industry [9] Group 3 - The investment fund will have a total fundraising target of RMB 175 million, with the company contributing RMB 35 million, accounting for 20% of the total [8] - The fund is currently in the planning stage, and the partnership agreement has not yet been finalized [7][28] - The fund will focus on investments in high-end equipment, advanced manufacturing, and new materials, including GPU and specialized acceleration chips [34]

证券代码：603496 证券简称：恒为科技 公告编号：2026-006 恒为科技（上海）股份有限公司 关于对外投资设立投资基金暨关联交易的公告 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法律责任。 重要内容提示： 投资标的名称：南通正海恒浦创业投资合伙企业（有限合伙）（暂定名， 以市场监督管理机构登记为准） 投资金额：人民币 3,500 万元 关联交易情况：本次公司控股股东、实际控制人之一沈振宇先生拟作为 有限合伙人与公司共同认购部分基金份额，根据《上海证券交易所股票上市规则》 的规定，本次投资事项构成公司与关联方共同投资的关联交易，但不构成《上市 公司重大资产重组管理办法》规定的重大资产重组。过去 12 个月公司未与同一 关联人发生其他交易，亦未与不同关联人发生交易类别相关的交易。 本次对外投资已经公司第四届董事会第十二次会议审议通过。本次对外 投资事项无需提交股东会审议。 特别风险提示：本次对外投资设立投资基金受宏观经济、行业周期、投 资标的、公司经营管理、交易方案等多种因素影响，目前投资基金尚处于筹划设 立阶段，截至本公告披露 ...

证券代码：603496 证券简称：恒为科技 公告编号：2026-005 恒为科技（上海）股份有限公司 二、 本次质押股份不存在被用作重大资产重组业绩补偿等事项 的担保或其他保障用途。 关于公司控股股东股份质押的公告 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: 恒为科技（上海）股份有限公司（以下简称"公司"或"本公司"）控 股股东之一胡德勇先生持有上市公司股份数量 22,102,562 股，占公司总股本 6.90%。本次股份质押后胡德勇先生持有上市公司股份累计质押数量 4,000,000 股，占其持股数量 18.10%。 公司于 2026 年 2 月 11 日收到控股股东之一胡德勇先生将其持有的部分股票 与中信建投证券股份有限公司（以下简称"中建投"）办理股份质押的通知，具 体情况如下： 一、 本次股份质押的具体情况 公司于 2026 年 2 月 11 日获悉胡德勇先生所持有本公司的部分股份被质押， | 具体情况如下： | | --- | | 股东名 | 是否为 | 本次质押 | 是否 | 是否 | 质 ...

每经头条（nbdtoutiao）——打造百万元级尊界的江淮，迎来葛卫东、方文艳联手投资：两人各掏10亿 元，公司股价应声大涨！复盘历史：牛散参与定增有赚也有亏 （记者 王晓波） 每经AI快讯，恒为科技2月12日晚间发布公告称，恒为科技（上海）股份有限公司控股股东之一胡德勇 先生持有上市公司股份数量约2210万股，占公司总股本6.9%。公司于2026年2月11日获悉胡德勇先生所 持有本公司的部分股份被质押，本次质押400万股。本次股份质押后胡德勇先生持有上市公司股份累计 质押数量400万股，占其持股数量18.1%。 ...

格隆汇2月12日丨恒为科技(603496.SH)公布，公司于2026年2月12日召开了第四届董事会第十二次会议 审议通过了《关于对外投资设立投资基金暨关联交易的议案》。公司拟与上海正海资产管理有限公司、 上海石盈信企业管理合伙企业（有限合伙）、沈振宇、王正东、温州瑾悦合信创业投资合伙企业（有限 合伙）、倪丽萍、谭秀阳、海南利盛能源有限公司、上海环境节能工程股份有限公司、上海津晟投资有 限公司共同投资设立南通正海恒浦创业投资合伙企业（有限合伙）（简称"合伙企业"或"投资基金"）。 投资基金募集资金总额为17,500万元，公司拟使用自有资金认缴出资额3,500万元，认缴出资占比 20.00%。 公司拟认购投资基金的部分份额的投资目的系为强化人工智能与半导体硬科技产业布局，深度整合产业 链上下游资源，构建市场化运作、产业协同赋能的专业投资平台，实现资金高效配置与保值增值，实现 优质项目的精准发掘、高效对接与深度赋能，对产业链关键环节与核心标的开展系统性布局。 ...

经济观察网2026年2月5日，恒为科技（603496）发布2025年度业绩快报，显示归属净利润为3,493.80万 元，同比增长30.13%；营业收入为10.47亿元，同比减少6.31%。报告期内，网络可视化业务收入同比增 长18.40%，但智能系统平台业务收入同比下降19.04%。此外，国务院国资委于2月11日提出扩大算力有 效投资、推进"AI+"产业共同体建设，可能间接利好算力相关企业如恒为科技。 以上内容基于公开资料整理，不构成投资建议。 财报分析2025年度业绩快报显示，公司净利润回升主要得益于费用管控、应收账款管理优化及信用减值 损失减少。网络可视化业务因运营商订单确认收入增长，但毛利率有所下降；智能系统平台业务受智算 一体机订单减少拖累，而交换机硬件及网络安全平台收入增长明显。整体营收小幅下滑，但盈利指标改 善。 股票近期走势近7天(2026年2月6日至2月12日)，恒为科技股价区间涨跌幅为5.27%，振幅7.31%。2月12 日最新股价为29.54元，单日涨跌幅0.96%，5日涨跌幅5.27%；同期计算机设备板块涨跌幅为0.73%，上 证指数涨跌幅为0.04%。股价波动部分受市场算力、AI应用等 ...