Group 1 - Baichuan Co., Ltd. announced a recent price increase for some of its main products due to market supply and demand factors, but the sustainability of this price fluctuation remains uncertain, making it difficult to predict the impact on the company's performance [1] - Jincheng Co., Ltd. plans to increase its acquisition of CMH Company by an additional 42.50% stake, which will give it a total ownership of 97.5% and ultimate control over CMH [2] - Xinhang New Materials intends to raise no more than 1 billion yuan through a private placement of A-shares, with the funds allocated for projects including high-performance resin production and a composite materials innovation center [3] Group 2 - SMIC reported a sales revenue of $2.489 billion for Q4 2025, a 4.5% increase quarter-on-quarter, with an annual revenue of $9.327 billion, reflecting a 16.2% year-on-year growth [4] - China Railway Construction recently won 10 major projects, each valued over 1.5 billion yuan, totaling 45.142 billion yuan, which represents 4.23% of the company's audited revenue for 2024 [5] - Shenzhen Airport recorded a passenger throughput of 5.8795 million in January 2026, a year-on-year increase of 2.84% [6] Group 3 - China State Construction reported a new contract total of 399.5 billion yuan in January 2026, marking a 1.8% year-on-year increase [7] - Jindi Group's sales amount in January 2026 decreased by 45.78% year-on-year, with a signed area of 78,000 square meters [8] - Changyuan Power achieved a power generation of 3.971 billion kWh in January 2026, a year-on-year increase of 37.81% [9] Group 4 - Senyuan Electric is expected to win a project from the Southern Power Grid valued at 272 million yuan [10] - Chengyi Pharmaceutical's products are set to be selected for the national centralized procurement of expiring varieties [12] - Xinwufeng reported a 10.71% year-on-year decrease in pig sales volume in January 2026 [13] Group 5 - Shengnong Development's sales revenue in January 2026 increased by 40.48% year-on-year, with chicken sales volume rising by 42.79% [14] - Minglida announced the termination of its investment in a key component manufacturing project due to global economic uncertainties [15] - CITIC Securities reported that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [16] Group 6 - Pianzaihuang completed the first subject enrollment for its Phase II clinical trial of PZH2107 [17] - Xinzhou Bang reported a 16.56% year-on-year increase in net profit for 2025 [18] - Ankai Bus produced 761 vehicles in January 2026, a year-on-year increase of 35.65% [19] Group 7 - Weilan Bio plans to acquire a 50% stake in Aidimeng Weilan for 47 million yuan [20] - Ningbo Gaofa intends to establish a wholly-owned subsidiary with an investment of no more than 100 million yuan [21] - Shanghai Airport signed a leasing contract worth approximately 585 million yuan with the Shanghai Airport Group [22] Group 8 - Fosun Pharma's subsidiary received acceptance for a drug registration application [23] - Jindai Home's subsidiary invested in acquiring shares in a North American market company [24] - Huatong Co. reported a 1.45% year-on-year decrease in pig sales revenue in January 2026 [25] Group 9 - Yunnan Energy Investment's Nanchong Wind Power Project has been approved with a total installed capacity of 62,500 kW [28] - Youyan Silicon reported a 10.14% year-on-year decrease in net profit for 2025 [29] - Jinpu Titanium announced a temporary shutdown of its Nanjing Titanium White production due to reduced demand [30] Group 10 - Yipin Hong completed the sale of its stake in Arthrosi for a total of $9.5 billion in upfront payments [31] - Liande Co. stated that its gas turbine business currently has limited supply, with minimal impact on overall performance [32] - Tiens Wind Power signed new contracts worth 870 million yuan in the offshore engineering sector [33] Group 11 - Daqin Railway reported a freight volume of 31.28 million tons in January 2026, a year-on-year increase of 5% [34] - ST Mingcheng successfully dismissed all claims from Beijing Fusheng in a recent court ruling [35] - Zhiyang Innovation is planning to acquire control of Lingming Photon and will continue its stock suspension for up to five trading days [36][37] Group 12 - Fulai New Materials accelerated the commercialization of flexible sensors, preparing for mass production of its third-generation electronic skin products [38] - Minhe Co. reported a 36.89% year-on-year decrease in sales of broiler chicks in January 2026 [39] - Ruiang Gene received government subsidies totaling 2 million yuan [40] Group 13 - Huiyu Pharmaceutical's shareholder was forced to reduce holdings by 0.307% due to a court order [41] - Fuyuan Pharmaceutical's subsidiary obtained a drug registration certificate for a new oral solution [42] - Xuantai Pharmaceutical's product is set to be selected for national procurement [43] Group 14 - Chunqiu Electronics completed the cancellation of 9.1369 million repurchased shares [44] - Jinguang Electric won a bid worth approximately 28.8691 million yuan [45] - Hongda Co. plans to invest approximately 71.43 million yuan in a 110kV power transmission project [46] Group 15 - Nanchao Foods reported a 1.99% year-on-year decrease in revenue for January 2026 [47] - Shisheng Intelligent plans to repurchase shares worth between 17.5 million and 35 million yuan [48]

中证鹏元资信评估股份有限公司 中证鹏元公告【2026】57 号 中证鹏元关于关注浙江福莱新材料股份有限公司募集资金 投资项目内部投资结构调整及延期事项的公告 | 募集资金基本情况 | 金额（万元） | | | | | | --- | --- | --- | --- | --- | --- | | 募集资金净额 | | | 41,589.49 | | | | 涉及变更投向金额 | | | 4,000.00 | | | | 变更投向占比 | | | 9.32% | | | | 已累计投入金额 | | | 32,780.83 | | | | 原计划达到预定可使用状态时间 | 2026 年 | 1 | 月 | 31 | 日 | | 变更后达到预定可使用状态时间 | 2028 年 1 | | 月 | 31 | 日 | 中证鹏元资信评估股份有限公司（以下简称"中证鹏元"）对浙 江福莱新材料股份有限公司（以下简称"福莱新材"或"公司"，股 票代码：605488.SH）及其发行的下述债券开展评级。除评级委托关 系外，中证鹏元及评级从业人员与公司不存在任何足以影响评级行为 独立、客观、公正的关联关系。 | 债券简称 | 上一次 ...

Summary of Conference Call Records Industry Overview: Humanoid Robotics Key Companies and Developments - **Hengshuai Co., Ltd.** - The North American robotics team has completed factory audits, confirming that the hand motors are on the direct supply list, with body motors expected to follow, potentially becoming the only tier-one supplier in the motor segment [1] - Estimated value of body and hand motors per unit exceeds 10,000 yuan [1] - Set to become the fifth core supplier to sign a framework cooperation agreement with major North American clients, following companies like Sanhua, Topband, Rongtai, and Changying Precision [1] - **Minshi Group and Lide Harmony** - Minshi Group announced a joint venture with Lide Harmony to design, manufacture, and commercialize humanoid robot joint modules in the U.S., with Minshi holding a 60% stake and Lide Harmony 40% [1] - **Changyuan Donggu** - Core supplier for quadruped robots, capable of large-scale supply; the biped robot subsidiary is expected to launch prototypes in Q1, with leg joint testing ongoing [2] - **Kedali** - Secured North American clients for harmonic reducers, rotary modules, and customized screw drawings, with positive feedback on sample tests leading to potential bulk procurement agreements [2] - **Wankai New Materials** - Participated in a technology innovation showcase in Beijing, receiving significant attention for its dexterous hand product capable of complex tasks [2] - **Shuanghuan Transmission** - The cycloidal pinwheel reducer is confirmed for use in the V4 C-end robot at two hip positions [2] - **Fule New Materials** - Signed a comprehensive strategic cooperation agreement with Lingxin Qiaoshou for the procurement of 100,000 tactile sensors [2] - **Hua Yi Technology** - IMU has been sent for testing, with no domestic competitors and a high probability of passing tests; the value per humanoid unit is several thousand yuan, with usage ranging from 3 to 10 units [3] - **Anpeilong** - Achieved breakthrough progress with North American clients, with positive feedback on single-dimensional sensors valued at 10,000 yuan per unit; discussions on expanding production in Thailand are ongoing [4] - **Siling Zhichui** - Confirmed harmonic agreements with a production capacity of 1 million harmonic drives, with significant progress in bearing products and a 70%+ increase in average selling price (ASP) [4] Industry Insights - The conference highlighted the rapid advancements and collaborations within the humanoid robotics sector, indicating a strong market potential and increasing demand for components and systems [4] - The emphasis on joint ventures and strategic partnerships suggests a trend towards consolidation and resource sharing among key players in the industry [1][2][4] Additional Notes - All information presented is based on market rumors and should be considered with caution, as it does not represent personal opinions or investment advice [5]

（文章来源：证券日报） 证券日报网讯 2月9日，福莱新材在互动平台回答投资者提问时表示，截至2026年1月30日，公司股东总 户数约为2.54万户。 ...

Group 1 - The core viewpoint of the news is that Folei New Materials (sh605488) experienced a significant stock price increase due to its business transformation, targeted fundraising, and policy support [1] Group 2 - Folei New Materials is transitioning from traditional packaging materials to high-end products such as high-precision display materials, which aligns with the growing market demand for display materials [1] - The company plans to raise 707 million yuan for expansion and research and development, enhancing its long-term competitiveness and reflecting active capital operations [1] - The functional coating composite materials produced by the company are part of a nationally supported strategic emerging industry, with applications in advertising, packaging, and consumer electronics [1] - The company has gained recognition from international clients like Avery Dennison, indicating strong business stability [1] - Although specific funding data for February 6, 2026, is not available, the company's idle funds management and progress in electronic-grade functional materials, including 34 patents, may attract investor attention and drive stock price increases [1]

（文章来源：证券日报） 本报讯 2月5日，浙江福莱新材料股份有限公司（以下简称"福莱新材"）与灵心巧手（北京）科技有限 公司（以下简称"灵心巧手"）正式签署全面战略合作协议，灵心巧手向福莱新材采购10万套触觉传感 器。双方将在柔性传感与机器人灵巧手领域展开深度合作，建立长期全面的战略伙伴关系，共同推动具 身智能技术的商业化落地。 福莱新材作为柔性传感技术的领先者，在柔性传感材料研发、生产工艺和创新应用方面拥有深厚的技术 积累，核心技术优势体现在高灵敏度触觉传感、柔性材料适配性和大规模量产能力上，为智能终端设备 提供了关键的"触觉智能"架构。 灵心巧手专注于灵巧操作的具身智能解决方案，占据全球高自由度灵巧手80%以上的市场份额，拥有面 向各场景的Linker Hand系列灵巧手、遥操作系统等多种具身智能产品。 双方合作范围涵盖产品开发、产业链协同和技术合作三大领域。通过产业协同和联合开发等多元化机 制，双方将围绕集成触觉传感的机器人灵巧手技术平台开发、系列化智能灵巧手解决方案设计等方向展 开合作，推动柔性传感器、智能AI产品、具身智能等领域的产业升级和行业标准完善，致力于打造触 觉驱动的智能决策能力，为各类应用 ...

你能想象，当机器人像人一样，有了触觉会变成什么吗？ 如果说给王力宏伴舞、秀高难度空翻的宇树机器人，走猫步的小鹏机器人，就让你感觉惊艳的话，那更 震惊的还在后面。 一旦人形机器人从"舞台表演"走向实用，能像人一样端茶倒水，那才是王炸。 而这些场景，正在变成现实。 福莱新材的第三代电子皮肤，让人形机器人的动态力控精度能达到克级，抓取豆腐不碎、拿取鸡蛋不损 伤分毫；把芯片植入到指尖，机器人能准备知道手里抓的是什么； 香港城市大学团队，甚至研发出了能"感知疼痛"的电子皮肤，你揍机器人一拳，它能感到"疼痛"。 现在，电子皮肤主要用在机器人的手和指头上，正在往手腕、肩膀、膝盖这些部位拓展。 可这技术，全球就少数几家企业能搞定！高端市场，基本被欧、美、日的企业把控着： 全球柔性触觉传感器前五大厂商： 美国的Novasentis、Tekscan， 更神奇的是，国内的玩家们，正在研发能自愈的电子皮肤。 但这些高科技，有的在实验室里，有的只是局部量产。现实的场景是什么？ 现在全球的人形机器人，看着会走会跳，但一到真实场景就翻车。为啥？因为它们全是"触觉残疾人"。 咱先感受下人类的皮肤有多牛：一个成年人的皮肤面积约有1.5至2平米 ...

"福新转债"2026 年第一次债券持有人会议 会议资料 浙江福莱新材料股份有限公司 "福新转债"2026 年第一次债券持有人会议 会议资料 2026 年 2 月 12 日 | "福新转债"2026 年第一次债券持有人会议须知 1 | | | --- | --- | | "福新转债"2026 年第一次债券持有人会议议程 3 | | | 议案一：关于募集资金投资项目内部投资结构调整及延期的议案 | 4 | "福新转债"2026 年第一次债券持有人会议 会议资料 浙江福莱新材料股份有限公司 "福新转债"2026 年第一次债券持有人会议须知 为了维护浙江福莱新材料股份有限公司（以下简称"公司"）"福新转债"全体 债券持有人的合法权益，确保本次债券持有人会议顺利召开，根据《中华人民共 和国公司法》《浙江福莱新材料股份有限公司公开发行可转换公司债券募集说明 书》以及《浙江福莱新材料股份有限公司可转换公司债券持有人会议规则》的有 关规定，特制定本须知： 一、请按照本次债券持有人会议通知（详见 2026 年 1 月 28 日刊登于上海证 券交易所网站 www.sse.com.cn《福莱新材关于召开"福新转债"2026 年第一 ...

福莱新材 2026 年第二次临时股东会 会议资料 浙江福莱新材料股份有限公司 2026 年第二次临时股东会 会议资料 2026 年 2 月 12 日 | 2026 | 年第二次临时股东会须知 | 1 | | --- | --- | --- | | 2026 | 年第二次临时股东会会议议程 | 3 | | | 议案一：关于募集资金投资项目内部投资结构调整及延期的议案 | 5 | 福莱新材 2026 年第二次临时股东会 会议资料 浙江福莱新材料股份有限公司 2026 年第二次临时股东会须知 为了维护浙江福莱新材料股份有限公司（以下简称"公司"）全体股东的合 法权益，确保股东会的正常秩序和议事效率，保证大会的顺利进行，根据《中华 人民共和国公司法》（以下简称"《公司法》"）《上市公司股东会规则》《浙 江福莱新材料股份有限公司章程》（以下简称"《公司章程》"）及中国证券监 督管理委员会、上海证券交易所的相关规定，特制定本须知，望全体股东及其他 有关人员严格遵守： 一、为保证本次大会正常进行，除出席现场会议的股东（或股东代表）、董 事、高级管理人员、公司聘请的见证律师及公司董事会邀请的人员以外，公司有 权依法拒绝其他人 ...

2、电子皮肤：好赛道！稀缺价值量有扩张逻辑的人机零部件，具身智能落地的最后一公里 3、公司性能与交付领先 1）技术突破：公司合作 ，形成"材料+芯片+算法"的全栈式技术能力，分别于2025年2月、 浙商机械 邱世梁|王华君 人形机器人系列【福莱新材】电子皮肤性能与交付领先，持续推荐-2026/2/2 1、主业稳健：国内喷墨打印复合材料行业首家实现基膜、胶水、涂布一体化的企业 3、公司性能与交付领先 1）技术突破：公司合作 ，形成"材料+芯片+算法"的全栈式技术能力，分别于2025年2月、6月、11月举办新品发布 会相继推出三代柔性触觉传感器产品，其中第三代产品实现芯感一体，可在指尖完成边缘计算 2）商业化进展：2025年12月，公司向灵心巧手交付千套级电子皮肤，目前已与国内外几十家客户合作，除机器人 之外，在工业检测、新能源、消费电子等场景也有应用 3）北美实现小批量订单：公司已成立北美子公司，现北美销售负责人为前Syntouch公司副总裁 4）产能：2025Q1中试线投产，2026Q1完成第三代电子皮肤正式量产线搭建，达产后产能将突破万套级 浙商机械 邱世梁|王华君 人形机器人系列【福莱新材】电子皮肤性能与 ...