江丰电子：拟收购凯德石英控制权股票复牌 江丰电子（300666）(300666.SZ)公告称，公司拟以现金收购北京凯德石英股份（603688）有限公司控 制权，完成后公司将成为凯德石英的控股股东。公司股票将于2月6日开市起复牌。 天汽模：筹划购买东实股份股权2月6日起停牌 天汽模（002510）(002510.SZ)公告称，公司正在筹划通过发行股份及支付现金的方式购买东实汽车科 技集团股份有限公司("东实股份")股权并募集配套资金。此次交易预计构成重大资产重组，构成关联交 易，不构成重组上市。公司股票自2月6日开市起停牌，公司预计在不超过10个交易日内披露此次交易方 案。 国轩高科：拟定增募资不超过50亿元用于年产20GWh动力电池项目等 扬子晚报网2月6日讯(记者范晓林)今天是周五，昨天民爆光电（301362）20CM4连板，韩建河山 （603616）、京投发展（600683）3连板，天地在线（002995）14天7板，横店影视（603103）6天5板， 茂业商业（600828）5天3板。三大指数午后跌幅收窄，此前一度跌超1%，北证50指数跌超2%。沪深两 市成交额2.18万亿，较上一个交易日缩量3048亿 ...

商报讯(记者叶晓珺)今年以来，光纤光缆等算力链景气度继续上行。近日，光纤概念连续活跃，多家上 市公司股价大涨。昨日早盘，杭电股份（603618）实现四连板，特发信息（000070）涨停，凯旺科技 （301182）涨超9%，华脉科技（603042）、全信股份（300447）等跟涨。 消息面上，华泰证券2月2日研报称，2026年1月，中国市场G.652.D单模光纤价格创下近七年来的新高， 平均价格来到35元/芯公里以上，仅1月份单月涨幅就超过75%；此外，北美光纤企业康宁和Meta达成60 亿美元的合作协议，Meta承诺将在2030年前向公司支付60亿美元用于AI数据中心的光缆采购。业内人 士分析认为，光纤光缆属于全球"硬通货"，北美市场需求最终将由全球市场来满足，国内光纤企业凭借 规模优势有望受益于全球光纤市场的量价齐升。 AI算力爆发带火光纤概念 连收三个涨停板之后，杭电股份紧急发布公告提示风险，公司股票自2026年1月30日至2月3日连续3个交 易日涨停，股价累计涨幅达32.97%，显著高于同行业水平。公司基本面未发生重大变化，市场情绪过 热，存在非理性炒作风险。此前公司预计2025年年度净利润为-3亿元。 ...

（编辑 姚尧） 证券日报网讯 2月2日，石英股份在互动平台回答投资者提问时表示，目前公司主要核心半导体产品生 产线集中于母公司。公司专注于半导体级高纯石英材料的研发、制造和销售，主要产品包括各类高纯石 英管、棒、筒、锭等。 ...

| 600315 | 上海家化 | 华泰证券 | 深入 | 33.34 | 59.37 | | --- | --- | --- | --- | --- | --- | | 601390 | 中国中铁 | 国泰海通证券 | 增持 | 9.07 | 59.12 | | 688319 | 欧林生物 | 中信建投证券 | 深入 | 37.48 | 55.58 | | 002497 | 雅化集团 | 东吴证券 | 派 | 38.00 | 53.85 | | 603688 | 石英股份 | 中信证券 | 买人 | 61.00 | 53.38 | | ୧୫୫୧୮୪ | 海目屋 | 国泰海通证券 | 増持 | 88.22 | 52.63 | | 603185 | 弘元绿能 | 国投证券 | 深入 | 42.00 | 51.08 | | 003010 | 若羽臣 | 华泰证券 | 増持 | 56.64 | 49.84 | | 600436 | 片仔癢 | 中国国际金融 | 跑赢行业 | 240.00 | 49.63 | | | | 日期: 01月26日至02月01日, 南财投研通×21快讯制图 | | | | | | | 20 ...

Key Insights on Infrastructure Investment Opportunities - A seasonal infrastructure construction boom occurs from the end of the Spring Festival to the conclusion of the National People's Congress, lasting approximately 1-1.5 months, presenting significant investment opportunities[2] - The report identifies 10 strong sub-sectors with high odds and win rates, including engineering consulting services, environmental equipment, environmental governance, general equipment, specialized engineering, non-metallic materials, new metallic materials, specialized equipment, decoration, and plastics, with average returns of 12-15% and excess returns of 4-8% over the past decade[2][10] Selected Stocks from Strong Sub-sectors - The report highlights a portfolio of 18 stocks selected from the 10 strong sub-sectors based on a scoring model, which includes: - Engineering consulting: Qidi Design (average excess return 22.7%, win rate 100%) and Jian Ke Yuan (average excess return 16.4%, win rate 100%)[3][19] - Environmental equipment: Xianhe Environmental (average excess return 11.7%, win rate 90%) and Senyuan Co. (average excess return 12.2%, win rate 80%)[3][20] - Environmental governance: Shanghai Washba (average excess return 36.0%, win rate 100%) and Dechuang Environmental (average excess return 19.1%, win rate 89%)[3][23] - General equipment: Jialitu (average excess return 35.3%, win rate 100%) and Jinyang Sun (average excess return 28.8%, win rate 100%)[3][26] Performance and Risk Considerations - The selected 10 strong sub-sectors have consistently shown high absolute and excess return probabilities, with a stable performance track record over the past decade[10][13] - Risks include limitations of comparative studies, market learning effects leading to volatility, unexpected market downturns, and individual stock risks impacting the overall portfolio[4]

石英股份（603688）发布2025年年度业绩预告。公司预计2025年年度实现归属于上市公司股东的净利润 为13,800.00万元到16,900.00万元，同比减少49.34%到58.63%。预计2025年年度实现归属于上市公司股 东的扣除非经常性损益的净利润为6,600.00万元到8,100.00万元，同比减少70.40%到75.89%。 上年同期经营业绩和财务状况 （一）利润总额：38,024.32万元。归属于母公司所有者的净利润：33,357.14万元。归属于母公司所有者 的扣除非经常性损益的净利润：27,369.31万元。 （一）利润总额：38,024.32万元。归属于母公司所有者的净利润：33,357.14万元。归属于母公司所有者 的扣除非经常性损益的净利润：27,369.31万元。 本期业绩预减的主要原因 本期业绩同比下滑，主要因光伏业务受行业周期波动影响，当前行业供需错配格局未发生实质性改善。 面对上述行业环境，公司聚焦提升产品质量，深化技术创新。后续，公司将紧密跟踪行业发展态势，动 态调整经营策略，持续夯实市场竞争优势，稳步提升市场占有率。 报告期内，公司依托领先的技术优势与丰富的产品矩阵，加 ...

Group 1 - The non-metal materials sector increased by 0.87% on January 27, with LiLi Diamond leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] - Key stocks in the non-metal materials sector showed varied performance, with LiLi Diamond closing at 42.79, up 6.10%, and other notable stocks like Bingyang Technology and Lianrui New Materials also showing gains [1] Group 2 - The non-metal materials sector experienced a net outflow of 68.94 million yuan from main funds, while retail investors saw a net inflow of 49.87 million yuan [2] - The stock performance of individual companies showed mixed results, with Lianrui New Materials having a main fund net inflow of 18.46 million yuan, while other companies like Tianma New Materials and Longgao Co. faced net outflows [3] - The overall trading volume and transaction amounts varied significantly among the stocks, with Lianrui New Materials achieving a transaction amount of 4.30 billion yuan [1][2]

Market Overview - The non-metal materials sector experienced a decline of 1.57% on January 26, with Quartz Co. leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers included Longgao Co. with a closing price of 45.70, up 3.79%, and Bingyang Technology at 11.30, up 3.48% [1] - Significant decliners included Quartz Co. at 39.75, down 5.54%, and Tianma New Materials at 35.55, down 3.84% [2] Trading Volume and Value - Longgao Co. had a trading volume of 65,100 shares, with a transaction value of 297 million yuan [1] - Quartz Co. recorded a trading volume of 217,200 shares, with a transaction value of 872 million yuan [2] Capital Flow Analysis - The non-metal materials sector saw a net outflow of 114 million yuan from institutional investors, while retail investors had a net inflow of 59.76 million yuan [2] - The capital flow for key stocks showed that Strength Diamond had a net inflow of 22.26 million yuan from institutional investors [3] Individual Stock Capital Flow - Strength Diamond had a net outflow of 43.56 million yuan from retail investors, despite a net inflow from institutional and speculative investors [3] - Longgao Co. also experienced a net outflow of 471,400 yuan from retail investors, while institutional investors had a net inflow of 7.68 million yuan [3]

（文章来源：证券日报） 证券日报网讯 1月23日，石英股份发布公告称，公司预计2025年年度实现归属于上市公司股东的净利润 为13，800.00万元到16，900.00万元，同比减少49.34%到58.63%。 ...

本期业绩同比下滑，主要因光伏业务受行业周期波动影响，当前行业供需错配格局未发生实质性改善。 面对上述行业环境，公司聚焦提升产品质量，深化技术创新。后续，公司将紧密跟踪行业发展态势，动 态调整经营策略，持续夯实市场竞争优势，稳步提升市场占有率。 智通财经APP讯，石英股份(603688.SH)发布2025年年度业绩预告，预计2025年年度实现归属于上市公 司股东的净利润为1.38亿元至1.69亿元，同比减少49.34%到58.63%。 ...