Core Viewpoint - The company, Shahe Co., plans to acquire 70% of Jinghua Electronics for 274 million yuan, marking a strategic shift from real estate to advanced manufacturing in the smart display sector [1][5]. Group 1: Acquisition Details - On February 6, Shahe Co. disclosed a major asset purchase and related transaction report, intending to acquire 70% equity of Jinghua Electronics from Shenye Pengji for 274 million yuan [1]. - Upon completion of the transaction, Jinghua Electronics will become a subsidiary of Shahe Co. and will be included in the consolidated financial statements [1]. Group 2: Company Profile and Financials - Jinghua Electronics specializes in the production of LCDs, LCMs, touch screens, glass covers, SMT, and related OEM/ODM products, serving clients such as Daikin, Kohler, Schneider, and Gree [1][3]. - In 2023, Jinghua Electronics reported revenues of 428 million yuan, 361 million yuan, and 312 million yuan for the first three quarters, with net profits of 37.68 million yuan, 26.06 million yuan, and 38.54 million yuan respectively [3]. Group 3: Strategic Implications - The acquisition will enable Shahe Co. to diversify its business beyond real estate, entering the smart display controller and LCD device manufacturing sector, thus facilitating a strategic transformation and opening new avenues for business growth and performance enhancement [5].

Core Viewpoint - Global markets are experiencing a significant rebound, with U.S. stock indices showing strong gains and A-shares also performing well, particularly in sectors like space photovoltaic, AI applications, and chemicals [1][2][8]. Market Performance - U.S. stock futures have expanded gains following the Dow Jones Industrial Average's historic breakthrough of 50,000 points [1]. - A-shares opened strong, with the Shanghai Composite Index up 1.17%, Shenzhen Component Index up 2.07%, and the ChiNext Index up 3.11% [1]. - The trading volume in the Shanghai and Shenzhen markets reached 1.49 trillion yuan, an increase of 106.8 billion yuan compared to the previous trading day [1]. Sector Highlights - **Space Photovoltaic Sector**: Led the market with over 20 stocks, including TCL Zhonghuan and Shuangliang Energy, hitting the daily limit [3]. - **CPO and Computing Hardware Stocks**: Continued strong performance with stocks like Tianfu Communication and Changfei Optical Fiber reaching new highs, driven by strategic growth in the advanced packaging market, expected to grow at a CAGR of 9.4% [4]. - **AI Applications**: Stocks such as Rongxin Culture and Chinese Online saw significant gains, spurred by advancements in AI video generation technology [5]. - **Chemical Sector**: Active performance with stocks like Runtu and Jihua Group hitting the daily limit, influenced by rising prices in disperse dyes due to increased costs of upstream intermediates [6]. Institutional Insights - CITIC Securities suggests that external disturbances have not significantly impacted China's industrial fundamentals, and the market sentiment has fully released, indicating a potential continuation of the spring market after the Spring Festival [2][8]. - Guotai Junan emphasizes the historical strength of the market during February and the pre-Spring Festival period, recommending confidence in the current market position around 4,000 points [9]. - Huajin Securities advises holding stocks through the holiday, focusing on sectors with upward trends such as electronics, media, and chemicals [10]. - Tianfeng Securities identifies three main investment directions: opportunities in AI-driven technology, economic recovery, and sectors with potential for turnaround [11].

Core Viewpoint - The A-share real estate market has shown strong performance, with several key stocks experiencing significant gains following government discussions on policies to stabilize and boost the real estate market [1] Group 1: Market Performance - Shahe Co. reached a daily limit increase of 10%, while Zhu Mian Group rose over 6% and New Town Holdings increased by over 5% [1] - Other notable gainers include Yingxin Development, Jindi Group, and Jingtou Development, all rising over 4%, while Shen Zhen Ye A, China Merchants Shekou, and Vanke A saw increases of over 3% [1] Group 2: Policy Developments - The Jiangsu provincial government held a meeting with real estate professionals to discuss measures aimed at stabilizing and boosting the real estate market [1] - A closed-door seminar ahead of the National People's Congress suggested issuing additional government bonds, lowering interest rates, and stabilizing the housing market [1] - Fujian province released implementation opinions to promote high-quality urban development, focusing on the renovation of urban villages and old housing [1] - Shenzhen conducted a site meeting on urban renewal, emphasizing the need for tailored approaches to promote organic urban renewal and accelerate the construction of safe, comfortable, green, and smart housing [1]

Core Viewpoint - The A-share market is experiencing a strong performance in the real estate sector, with several companies seeing significant stock price increases due to supportive government policies aimed at stabilizing and boosting the real estate market [1] Group 1: Market Performance - Shahe Co., Ltd. reached the daily limit up with a 9.99% increase, bringing its total market value to 3.517 billion [2] - Zhuan Mian Group saw a rise of 6.64%, with a total market value of 15.1 billion [2] - New Town Holdings increased by 5.46%, with a market capitalization of 41 billion [2] - Other notable performers include Yingxin Development (+4.98%), Jindi Group (+4.82%), and Jingtou Development (+4.79%) [2] Group 2: Government Policies - Jiangsu Province government held a meeting to discuss policies to stabilize and boost the real estate market [1] - A closed-door seminar ahead of the National Two Sessions suggested measures such as issuing additional government bonds, lowering interest rates, and stabilizing the housing market [1] - Fujian Province issued implementation opinions to promote high-quality urban development, focusing on the renovation of urban villages and old housing [1] - Shenzhen City emphasized the need for organic urban renewal to accelerate the construction of safe, comfortable, green, and smart housing [1]

Group 1 - The State Council meeting on February 6 emphasized the need to innovate and improve policy measures to promote effective investment, focusing on major projects in infrastructure, urban renewal, public services, and emerging industries [8] - Eight departments, including the People's Bank of China, reiterated the prohibition of virtual currencies, emphasizing that they do not have the same legal status as fiat currencies and outlining clear policy requirements for stablecoins and tokenization of real-world assets [8] - On February 7, China successfully launched a reusable experimental spacecraft using the Long March 2F rocket, aimed at validating reusable spacecraft technology for peaceful space utilization [8] Group 2 - The People's Bank of China reported that as of January 2026, the country's gold reserves stood at 74.19 million ounces, marking a continuous increase for the 15th month [9] - The China Securities Regulatory Commission released a notice on February 6 regarding the selection direction for provincial-level research topics, focusing on enhancing the inclusiveness and adaptability of the capital market during the 14th Five-Year Plan period [9] - The Shanghai and Shenzhen Stock Exchanges revised and published regulatory guidelines for underwriting violations, aiming to enhance regulatory practices and ensure effective supervision [10] Group 3 - Longyun Co. will resume trading on February 9, planning to acquire 58% of Yuheng Film Industry [12] - Jihua Group will also resume trading on February 9, with plans for changes in its controlling shareholder and actual controller [12] - Xinwangda reached a settlement in a lawsuit involving over 2.3 billion yuan, while other companies like ST Pava and Aihua Long are facing legal challenges and investigations [12][12]

公告显示，晶华电子是专业从事物联网领域智能显示控制器、液晶显示器件等产品研发、生产和销售的高新技术企业，是人机交互显示及智能控制领域的优 质服务商。晶华电子主要产品包括智能显示控制器、单色液晶显示器件、彩色液晶显示器件等，产品广泛应用于智能家居、工业控制及自动化、OA办公、 智能车载、智慧医疗等众多专业领域。业绩方面，晶华电子2025年1—9月营业收入为3.12亿元，净利润为3853.66万元。 2月6日，沙河股份（000014，股价13.21元，市值31.97亿元）公告称，公司拟以支付现金方式购买深业鹏基（集团）有限公司持有的深圳晶华显示电子股份 有限公司（简称"晶华电子"）70%股份。本次交易完成后，晶华电子将成为上市公司的控股子公司，纳入公司合并报表范围，交易价格2.74亿元。本次交易 构成重大资产重组。 | | | | | 单位:万元 | | --- | --- | --- | --- | --- | | 项目 | 交易前 | 交易后(备考) | 交易前 | 交易后(备考) | | 财务指标 | 2025年9月30日 | | 2024 年 12月 31 日 | | | 总资产 | 231.847.45 ...

公告显示，此次交易对方为上市公司间接控股股东深业集团的控股子公司深业鹏基。本次交易为现金收 购，交易资金来源为上市公司自有或自筹资金。 公开资料显示，晶华电子是工信部认证的国家级专精特新"小巨人"企业，专注人机交互显示与智能控制 系统研发制造近四十年。其产品已广泛应用于智能家居、工业自动化、智能车载、智慧医疗等国家战略 性新兴产业核心场景。 交易完成后，沙河股份将逐步实现业务战略转型，将有效降低上市公司业务集中风险。基于晶华电子在 显示产业链的核心定位，及其在智能家居、工业控制和自动化、OA办公、智能车载、智慧医疗等多元 化领域的技术与客户储备，沙河股份将切入先进制造业赛道，有利于公司打开新的业务发展与业绩增长 空间，增强持续经营能力、盈利能力，提升核心竞争力。 本次交易相关议案尚需公司股东会审议批准及相关法律法规所要求的其他可能涉及的批准、备案或同 意。 作出业绩承诺 沙河股份2月6日晚间公告称，公司拟以支付现金的方式购买深业鹏基持有的晶华电子70%股份。本次交 易完成后，晶华电子将成为公司控股子公司，纳入公司合并报表范围。本次交易构成重大资产重组和关 联交易，交易价格为2.74亿元。 交易完成后，沙河股份 ...

截至2月6日收盘，沙河股份股价报收13.21元/股，总市值31.97亿元。 最新公告。 沙河股份（000014）2月6日晚间公告称，公司拟以支付现金方式购买深业鹏基（集团）有限公司持有的深圳晶华显示电子股份有 限公司（简称"晶华电子"）70%股份。本次交易完成后，晶华电子将成为上市公司的控股子公司，纳入公司合并报表范围，交易 价格2.74亿元。本次交易构成重大资产重组。 公告显示，晶华电子是专业从事物联网领域智能显示控制器、液晶显示器件等产品研发、生产和销售的高新技术企业，是人机交 互显示及智能控制领域的优质服务商。晶华电子主要产品包括智能显示控制器、单色液晶显示器件、彩色液晶显示器件等，产品 广泛应用于智能家居、工业控制及自动化、OA办公、智能车载、智慧医疗等众多专业领域。业绩方面， 晶华电子 2025年1—9月 营业收入为3.12亿元，净利润为 3853.66万元。 而沙河股份主要从事房地产开发与经营、现代服务型产业用房运营与管理。自1993年涉足房地产开发领域以来，沙河股份先后成 功开发了荔园新村、宝瑞轩、鹿鸣园、世纪村、沙河世纪假日广场、长沙深业堤亚纳湾、新乡世纪村、新乡世纪新城等10多个住 宅及商务 ...

Group 1 - The core point of the article is that Shahe Co. plans to acquire 70% equity of Jinghua Electronics from Shenye Pengji for a cash payment of 274 million yuan, marking a significant asset restructuring and related party transaction [1][2] - Following the acquisition, Jinghua Electronics will become a subsidiary of Shahe Co., allowing the company to diversify its operations beyond real estate into the technology sector, specifically in smart display and related fields [1][2] - Jinghua Electronics is recognized as a national-level "little giant" enterprise in the specialized and innovative category, focusing on the research, production, and sales of IoT smart display controllers and LCD display devices, with notable clients including Daikin, Kohler, Schneider, and Gree [1] Group 2 - The acquisition is a premium purchase, with Jinghua Electronics' assessed value at 391 million yuan, reflecting a 40.58% increase over its net asset value of 278 million yuan as of September 30, 2025, making the 70% equity valuation align with the purchase price of 274 million yuan [2] - This transaction is expected to facilitate Shahe Co.'s strategic transformation into advanced manufacturing, thereby opening new avenues for business development and performance growth [2]

来源：金综科技 2月6日，沙河股份公告称，公司拟以支付现金的方式购买深业鹏基持有的深圳晶华显示电子股份有限公 司70%的股权。 本次交易完成后，沙河股份将改变现有单一房地产业务的经营现状，切入智能显示控制器、液晶显示器 件的研发、生产与销售相关业务领域。 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内 容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。 本次交易完成后，深圳晶华显示电子股份有限公司将成为上市公司的控股子公司，纳入公司合并报表范 围，交易价格2.74亿元。本次交易构成重大资产重组。 ...