准。此次开工的明月湖项目聚焦上游6N级超高纯无氧铜与高纯钴锭，旨在解决半导体靶材核心原材料 的"卡脖子"问题，投产后将彻底消除供应链安全隐患并大幅增厚利润垫。预计随着2026Q4该基地投 产，其将具备从高纯原料到成品靶材的整线交付能力，半导体业务将从"送样验证期"转入"业绩释放 期"，成为驱动公司成长的第二曲线。 全球半导体产业链关键材料溅射靶材价格于2026年第一季度普遍上调20%-30%，涉及铝、铜及高端钽 靶、钛靶等品类。 赛恩斯布局钼加工及铼回收业务，其铼资源综合回收技术在多宝山铜业、黑龙江紫金、吉林紫金、洛阳 钼业成功实现了工业化应用，紫金矿业持股赛恩斯21.11%。据东吴证券，2025年以来高铼酸铵涨幅 139%（截至2026/1/28），同期铼涨幅96%，该机构称，赛恩斯掌握核心铼回收资源有望充分收益铼价 上涨利润弹性。 2月至今（2月1日-2月18日），科创板涨幅排名靠前的公司有哪些？ 据《科创板日报》梳理，截至发稿，禾信仪器以49.59%的涨幅居首，欧莱新材、炬光科技紧随其后， 涨幅均超40%。涨幅榜Top 10中，多家公司在细分产业链上卡住关键身位，如跟随CPO浪潮的炬光科技 和杰普特、受 ...

Performance Overview - The company has released a profit forecast for 2025, expecting a net loss attributable to shareholders to narrow by 13.22% to 28.10%, with the formal annual report yet to be disclosed. Attention is needed on the details of the audited report, particularly regarding revenue recognition and the impact of project delays [2] Project Progress - Some key projects have experienced delays in execution, preventing timely revenue recognition. The company is coordinating resources to accelerate delivery and acceptance, which may directly affect future revenue performance [3] Industry Policy and Environment - The defense and military sector has recently shown active performance, with the military electronics sub-sector benefiting from modernization investments and policy expectations. The industry's prosperity may provide external support for individual stocks, but attention is required on the pace of policy implementation and sector rotation risks [4] Capital Movements - Recent stock price fluctuations have been significant, with a closing price of 39.60 yuan on February 6, 2026, marking four consecutive days of increase. The flow of main capital has shown volatility, and changes in holdings by institutions such as China Europe Fund and Yongying Fund may influence short-term market sentiment [5] Future Development - Analysts indicate that the company's long-term value depends on the successful conversion of orders and R&D innovations into performance improvements. Investors should monitor upcoming announcements to assess the potential emergence of a fundamental turning point [6]

Core Viewpoint - The strategic cooperation agreement between Wuhan Airspace Intelligent Technology Co., Ltd. and Guangzhou Huakeer Technology Co., Ltd. focuses on three main areas: drone video modules, complete drone sales, and low-altitude industry solutions [1] Group 1 - Wuhan Airspace Intelligent Technology Co., Ltd. is a wholly-owned subsidiary of Xingtou New Science and Technology [1] - The collaboration aims to deepen cooperation in the drone industry, indicating a strategic move to enhance market presence and technological capabilities [1] - The partnership will leverage both companies' strengths to address the growing demand for drone solutions in various sectors [1]

Core Viewpoint - The article highlights a significant breakthrough in scalable quantum network research by the team led by Academician Pan Jianwei from the University of Science and Technology of China, marking a transition from theoretical concepts to practical possibilities in quantum communication and expanding China's international leadership in this field [1][2]. Group 1: Breakthroughs in Quantum Technology - The research team has constructed the basic module for a scalable quantum relay, enabling long-distance quantum networks to become a reality [2][3]. - The team achieved high-fidelity entanglement between single-atom nodes over long distances and successfully extended the transmission distance of device-independent quantum key distribution (DI-QKD) beyond 100 kilometers [2][4]. - These advancements are seen as a milestone following the "Mozi" quantum satellite, further solidifying China's position in quantum communication and networking [2][3]. Group 2: Market Response and Investment Opportunities - Following the announcement, several quantum technology stocks surged in the A-share market, with notable increases in companies like Longfly Fiber, Geer Software, and Hengtong Optic-Electric [1][5]. - The quantum computing market is projected to grow from $800 million in 2021 to $50.37 billion by 2024, with an expected CAGR of 87.64% reaching approximately $219.98 billion by 2030 [5]. - The article emphasizes that quantum computing could address the increasing demand for computational power in the AI era, providing a new paradigm for computational supply [5]. Group 3: Quantum Computing Industry Chain - The upstream of the quantum computing industry chain includes dilution refrigerators, measurement and control systems, and quantum chips, which collectively account for about 86% of the core segments [6]. - Domestic companies are accelerating innovation and domestic substitution in response to strict regulations on high-end measurement and control equipment in Europe and the U.S. [6]. - The article notes that the application market for quantum computing in fields such as financial risk control, biomedicine, and chemical material design is expected to exceed $100 billion in the next decade [6].

责任编辑：小浪快报 数据显示，中欧基金旗下1只基金位居兴图新科十大流通股东。中欧高端装备股票发起A（016847）三 季度新进十大流通股东，持有股数200万股，占流通股的比例为1.94%。根据测算，今日浮盈赚取约392 万元。连续4天上涨期间浮盈赚取662万元。 2月6日，兴图新科涨5.21%，截至发稿，报39.60元/股，成交8017.35万元，换手率2.02%，总市值40.80 亿元。兴图新科股价已经连续4天上涨，区间累计涨幅9.64%。 资料显示，武汉兴图新科电子股份有限公司位于湖北省武汉市东湖新技术开发区华中科技大学科技园现 代服务业示范基地二期5号楼4-9层，成立日期2004年6月17日，上市日期2020年1月6日，公司主营业务 涉及音、视频综合业务网络应用平台研究、开发与应用。主营业务收入构成为：智能视频指挥类 77.16%，视频智算类21.71%，其他(补充)0.66%，其他0.48%。 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 ...

一、减持主体减持前基本情况 本公司董事会、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、准确性和完整性依法承担法律责任。 重要内容提示： ● 回购股份的基本情况 武汉兴图新科电子股份有限公司（以下简称"公司"）于2024年2月8日至2024年5月7日期间累计回购股份 866,600股，占公司总股本的0.84%。前述回购的股份用于维护公司价值及股东权益，将在披露回购结果 暨股份变动公告12个月后根据相关规则通过集中竞价交易方式出售，并在披露回购结果暨股份变动公告 后3年内完成出售，公司如未能在上述期限内完成出售，尚未出售的已回购股份将予以注销。 ● 减持计划的实施结果情况 2025年10月30日，公司在上海证券交易所网站（www.sse.com.cn）披露了《关于回购股份集中竞价减持 股份计划公告》（公告编号：2025-031）。公司计划自前述公告披露之日起15个交易日后的三个月内， 通过集中竞价交易方式，按市场价格累计减持不超过866,600股已回购股份，占公司总股本的0.84%。若 此期间公司有送股、资本公积金转增股本等导致公司股本数量变动的情形，公司将对减持数量进 ...

Group 1 - The company, Xingtou Xinke, announced the completion of its share repurchase plan, having sold approximately 870,000 shares through centralized bidding, which accounts for 0.84% of the total share capital [1] - The average selling price of the shares was approximately 33.62 yuan per share [1] Group 2 - The news also discusses Kevin Walsh's proposed economic policies, which include a dual approach of monetary easing and tightening, aiming to control inflation with the aid of AI, while rejecting the role of a major buyer of U.S. Treasury bonds [1]

重要内容提示： 回购股份的基本情况 证券代码：688081 证券简称：兴图新科 公告编号：2026-005 武汉兴图新科电子股份有限公司 关于回购股份集中竞价减持股份结果公告 本公司董事会、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、准确性和完整性依法承担法律责任。 武汉兴图新科电子股份有限公司（以下简称"公司"）于 2024 年 2 月 8 日至 2024 年 5 月 7 日期间累计回购股份 866,600 股，占公司总股本的 0.84%。 前述回购的股份用于维护公司价值及股东权益，将在披露回购结果暨股份变动公 告 12 个月后根据相关规则通过集中竞价交易方式出售，并在披露回购结果暨股 份变动公告后 3 年内完成出售，公司如未能在上述期限内完成出售，尚未出售的 已回购股份将予以注销。 减持计划的实施结果情况 2025 年 10 月 30 日，公司在上海证券交易所网站（www.sse.com.cn）披露 了《关于回购股份集中竞价减持股份计划公告》（公告编号：2025-031）。公司 计划自前述公告披露之日起 15 个交易日后的三个月内，通过集中竞价交易方式， 按市场 ...

格隆汇2月4日丨兴图新科(688081.SH)公布，截至2026年2月3日，公司通过集中竞价方式累计出售已回 购股份86.66万股，占公司总股本的0.84%，减持均价为33.6170元/股,减持计划实施完毕。 ...

格隆汇2月4日丨兴图新科(688081.SH)公布，截至2026年2月3日，公司通过集中竞价方式累计出售已回 购股份86.66万股，占公司总股本的0.84%，减持均价为33.6170元/股,减持计划实施完毕。 ...