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 ...

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech AI ETF (589010), which experienced a slight increase followed by a decline, currently priced at 1.576 yuan, down 0.693% from the opening price [1] - Among the 30 constituent stocks tracked by the ETF, 20 stocks declined, with Sikan Technology rising over 9%, providing support against the overall downward trend [1] - The ETF's trading volume reached 69.06 million yuan, with a turnover rate of 2.63%, indicating stable liquidity and moderate trading activity [1] Group 2 - The ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [1] - Major domestic internet companies have shown a common trend of "high-intensity investment, no upper limit, and emphasis on returns" in their latest earnings presentations regarding AI capital expenditures [1] - The ETF's 20% price fluctuation limit and the elasticity of small and mid-cap stocks help capture the "singularity moment" in the AI industry [1]

Group 1 - On February 9, Sikan Technology's stock fell by 3.51%, with a trading volume of 799 million yuan [1] - The financing data shows that on the same day, Sikan Technology had a financing purchase amount of 124 million yuan and a net financing purchase of 53.64 million yuan, with a total financing and margin balance of 323 million yuan, accounting for 6.94% of the circulating market value [1] - The company specializes in the research, production, and sales of 3D visual digital products and systems, with 95.55% of its revenue coming from these products [1] Group 2 - As of November 20, the number of shareholders in Sikan Technology was 4,287, a decrease of 12.33%, while the average circulating shares per person increased by 14.07% [2] - For the period from January to September 2025, Sikan Technology achieved an operating income of 268 million yuan, a year-on-year increase of 15.80%, while the net profit attributable to shareholders decreased by 1.28% to 79.08 million yuan [2] - The company has distributed a total of 50.66 million yuan in dividends since its A-share listing [2] Group 3 - As of September 30, 2025, the second-largest circulating shareholder of Sikan Technology is Huaxia Stable Growth Mixed Fund, holding 385,100 shares, an increase of 176,300 shares from the previous period [3] - New shareholders include the BoShi Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence ETF and Zhongyou Ruixin Enhanced Bond A, holding 210,200 shares and 200,000 shares respectively [3] - The top ten circulating shareholders have seen changes, with some exiting the list, including BlackRock China New Horizons Mixed Fund and Changjiang Intelligent Manufacturing Mixed Fund [3]

Core Viewpoint - The company plans to utilize part of its temporarily idle raised funds and self-owned funds for cash management to enhance fund efficiency and generate returns for the company and its shareholders [3][17]. Investment Overview - **Investment Purpose**: The company aims to improve the efficiency of raised and self-owned funds while ensuring that the normal implementation of fundraising projects and the company's operations are not affected [3]. - **Investment Amount**: The company intends to use up to RMB 32 million of idle raised funds and up to RMB 65 million of self-owned funds for cash management, with the validity of this amount being 12 months from the board's approval [4][14]. - **Source of Funds**: The raised funds were obtained from the initial public offering (IPO) of 17 million shares, totaling RMB 56.882 million, with a net amount of RMB 49.344 million after deducting issuance costs [5][8]. Investment Method - **Investment Types**: For idle raised funds, the company plans to invest in low-risk, high-liquidity products offered by banks and financial institutions, such as structured deposits and time deposits. For idle self-owned funds, similar low-risk financial products will be selected [9]. - **Implementation Method**: The company will ensure that the cash management does not affect the normal fundraising project and will allow for rolling use of the funds within the approved limits [9][10]. Cash Management Returns - **Return Distribution**: The returns from cash management of idle raised funds will be used to supplement any shortfall in investment amounts for fundraising projects, while returns from self-owned funds will also belong to the company [12]. Risk Management - **Risk Control Measures**: The company will adhere to strict investment principles, selecting reputable issuers for investment products and maintaining close contact with financial institutions to monitor fund operations [16]. Impact on the Company - The cash management initiative is designed to enhance fund efficiency without affecting the normal operation of fundraising projects, thereby safeguarding the interests of the company and its shareholders [17]. Sponsor's Opinion - The sponsor has confirmed that the company has followed necessary procedures for the cash management initiative and that it complies with relevant regulations, ensuring no adverse impact on fundraising projects or shareholder interests [18][19].

使用部分暂时闲置募集资金及自有资金进行现金管理的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为思看科 技（杭州）股份有限公司（以下简称"思看科技"或"公司"）首次公开发行股 票并在科创板上市及持续督导的保荐人，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》等有关规定，对思看科技使用部分暂时 闲置募集资金及自有资金进行现金管理事项进行了审慎核查，具体情况如下： 一、投资情况概述 （一）投资目的 为提高募集资金及自有资金的使用效率，合理利用闲置募集资金及自有资金， 在保证不影响公司募集资金投资项目正常实施、不影响公司正常生产经营以及确 保募集资金安全的前提下，公司拟使用部分暂时闲置募集资金及自有资金进行现 金管理，增加公司资产收益，为公司及股东获取投资回报。 （二）投资金额 公司拟使用最高额不超过人民币 32,000 万元（含本数）的闲置募集资金和 最高额不超过人民币 65,000 万元（含本数）的自有资金进行现金管理。该额度 自公司董事会审议通过之日起 12 个月内有效，在上述额度及使用期限范围内资 金可以滚动使用。 中信证券股份有限公司 关于思看科技（杭州） ...

思看科技（杭州）股份有限公司 关于使用部分暂时闲置募集资金及自有资金 证券代码：688583 证券简称：思看科技 公告编号：2026-007 进行现金管理的公告 特别风险提示：尽管公司本次拟使用部分暂时闲置募集资金及自有资 金进行现金管理将严格控制风险，但金融市场受宏观经济影响较大，不排除 该项投资受到市场波动影响的风险。敬请广大投资者注意投资风险。 一、投资情况概述 （一）投资目的 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、准确性和完整性依法承担法律责任。 重要内容提示： | 投资金额 | 万元 32,000 | | --- | --- | | 投资种类 | 安全性高、流动性好、风险较低的具有合法经营资格 的银行及其他金融机构销售的有保本约定的产品（包 | | | 括但不限于结构性存款、定期存款、通知存款、大额 | | | 存单及收益凭证等），且该等现金管理产品不得用于 | | | 质押，不得用于以证券投资为目的的投资行为 | | 资金来源 | 募集资金 | | 投资金额 | 万元 65,000 | | | 安全性高、流动性好、风险较低的具有合法经 ...

Core Viewpoint - The A-share market saw a significant rally in the engineering machinery sector on February 3, with multiple stocks experiencing substantial gains, indicating a positive trend in this industry [1]. Group 1: Stock Performance - Jiangshun Technology (江顺科技) reached the daily limit with a 10% increase, bringing its total market value to 66.33 billion [2]. - Construction Machinery (建设机械) and Sikan Technology (思看科技) both rose by over 8%, with Sikan Technology's market value at 137 billion [2]. - Huadian Technology (华电科工) increased by over 7%, with a market value of 134 billion [2]. - Anhui Heli (安徽合力) and Zoomlion Heavy Industry (中联重科) both saw gains exceeding 6%, with market values of 198 billion and 797 billion respectively [2]. - Sany Heavy Industry (三一重工) rose by 6.03%, with a market value of 2085 billion [2]. - Other notable performers included Shantui (山推股份) and Hengli Hydraulic (恒立液压), both increasing by over 5% [2]. Group 2: Year-to-Date Performance - Jiangshun Technology has a year-to-date increase of 42.17% [2]. - Sikan Technology shows a remarkable year-to-date increase of 65.88% [2]. - Huadian Technology has a year-to-date increase of 46.56% [2]. - Anhui Heli's year-to-date increase stands at 6.41% [2]. - Zoomlion Heavy Industry has a year-to-date increase of 9.40% [2]. - Sany Heavy Industry's year-to-date increase is 7.29% [2].

Core Viewpoint - The A-share market saw a collective surge in engineering machinery stocks, with several companies experiencing significant price increases, indicating a positive trend in the sector [1]. Group 1: Stock Performance - Jiangshun Technology reached the daily limit with a 10% increase, marking a year-to-date rise of 42.17% [2]. - Construction Machinery and Sika Technology both rose by over 8%, with Sika Technology showing a year-to-date increase of 65.88% [2]. - Huadian Engineering increased by over 7%, with a year-to-date rise of 46.56% [2]. - Anhui Heli and Zoomlion both saw increases of over 6%, with Anhui Heli's year-to-date rise at 6.41% and Zoomlion at 9.40% [2]. - Sany Heavy Industry rose by 6.03%, with a year-to-date increase of 7.29% [2]. - Other notable performers included Shantui, Hengli Hydraulic, and Fushite, all rising over 5% [1][2]. Group 2: Market Capitalization - Jiangshun Technology has a total market capitalization of 66.33 billion [2]. - Construction Machinery's market cap stands at 56.44 billion [2]. - Sika Technology has a market cap of 137 billion [2]. - Huadian Engineering's market cap is 134 billion [2]. - Anhui Heli has a market cap of 198 billion, while Zoomlion's is 797 billion [2]. - Sany Heavy Industry has a market cap of 208.5 billion [2]. - Shantui's market cap is 186 billion, and Hengli Hydraulic's is 152.7 billion [2]. - Fushite has a market cap of 47.63 billion, while Tietuo Machinery's is 2.618 billion [2]. - Xugong Machinery has a market cap of 130.5 billion [2].

Group 1 - The core viewpoint of the news highlights the strong performance of the Huaxia Sci-Tech AI ETF (589010), which opened high and showed a slight pullback, with the latest price at 1.564 yuan, reflecting a 0.256% increase from the opening price [1] - The ETF tracks 30 constituent stocks, with a significant upward trend where 24 stocks rose, led by SiKan Technology with a 12.75% increase, followed by XingHuan Technology, LingYun Light, and Chip Origin, each rising over 3%; however, HanGuang Technology saw a decline of over 9% [1] - The trading volume for the ETF reached 32.57 million yuan, with a turnover rate of 1.27%, indicating sustained high trading activity, complemented by a net inflow of 90 million yuan the previous day, reflecting active market sentiment [1] Group 2 - On February 2, OpenAI launched a standalone application for its AI programming assistant Codex for Apple computers, now available to all ChatGPT users on the Apple platform, aiming to facilitate developers in managing multiple AI agents; this move is part of a broader explosive growth in the AI programming tools market [1] - According to Zhonghang Securities, the transition of large models into the era of intelligent agents is accelerating, with AI applications gaining traction alongside policy support, marking a shift from "content generation" to "process agency," thus synchronizing technological paradigm shifts with commercial value transformation [1][2]

Group 1 - The core viewpoint of the news highlights the current performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which has seen a decline of 3.58% from its opening price, with 27 out of 30 constituent stocks experiencing losses, indicating a bearish trend in the AI sector [1] - The ETF's trading volume reached 58.87 million yuan, with a turnover rate of 2.36%, suggesting moderate trading activity [1] - The global demand for AI computing power is driving transformer upgrades, with factories in regions like Guangdong and Jiangsu operating at full capacity, and some data center orders extending to 2027 [1] Group 2 - Guolian Minsheng Securities maintains a positive outlook on AI investment opportunities, validating the industry's high prosperity through four dimensions: increased capital expenditure by tech giants, the transition of AI tools to executors, ongoing supply-demand tension in computing infrastructure, and the acceleration of AI application demand [2] - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2] - The ETF aims to capture the "singularity moment" in the AI industry, leveraging a 20% price fluctuation range and the elasticity of small and mid-cap stocks [2]