智通财经APP讯，中钨高新(000657.SZ)发布公告，为进一步扩大PCB钻针棒市场占有率、保障公司PCB 刀具原料需求、巩固公司PCB刀具全产业链龙头地位，公司拟以1.45亿元实施新增PCB钻针棒3,000万 支/年项目，建设期12个月。 ...

Core Viewpoint - The company is committed to implementing the national innovation-driven development strategy by addressing key issues in its southwestern industrial cluster, including the decentralization of R&D platforms, insufficient attraction of high-end talent, and the need to enhance innovation capabilities [1] Group 1 - The company plans to establish a Southwestern R&D center in Chengdu [1] - The total investment for the project is estimated at 99.298 million yuan [1] - The construction period for the R&D center is projected to be 18 months [1]

格隆汇2月10日丨中钨高新(000657.SZ)公布，为满足中钨高新西南研发中心建设项目资金需求，董事会 同意公司与自贡市国有资本投资运营集团有限公司按原股比共同向自贡硬质合金有限责任公司（简称自 硬公司）增资9,000万元，增资完成后自硬公司注册资本将由87,276.53万元变为96,276.53万元。 ...

Group 1 - Baichuan Co., Ltd. announced that recent price increases of some main products are influenced by market supply and demand, but the sustainability of these price fluctuations is uncertain, making it difficult to predict the impact on company performance [2] - Jincheng Co., Ltd. plans to acquire an additional 42.5% stake in CMH Company, adjusting the payment terms to a fixed cash amount of $128 million, which will increase its ownership to 97.5% if the transaction is completed [3] - Runtou Co., Ltd. reported that the sustainability of price fluctuations in disperse dyes is uncertain, making it difficult to estimate the impact on company performance, despite recent price increases [4] Group 2 - Zhongtung High-tech announced a project to implement an additional 30 million PCB drill rods per year with an investment of 145 million yuan, aiming to expand market share and secure raw material needs [5] - ST Xinhua Jin indicated that if it fails to recover approximately 406 million yuan in occupied funds within six months, it may face stock suspension and potential delisting [6] - Lian De Co., Ltd. stated that its gas turbine business currently only generates limited revenue, accounting for less than 1% of total revenue, thus having a minimal impact on overall performance [7] Group 3 - Xinhang New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Changfei Optical Fiber noted that its products for data centers currently represent a small portion of global market demand, and the impact of price fluctuations on future performance will depend on market conditions [9] Group 4 - SMIC reported a net profit of 1.223 billion yuan for Q4 2025, a 23.2% increase year-on-year, driven by increased wafer sales and improved capacity utilization [11] - CITIC Securities announced that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [12] - Xinzhou Bang reported a net profit of 1.098 billion yuan for 2025, a 16.56% increase year-on-year, attributed to improved sales and operational efficiency [13] Group 5 - Youyan Silicon reported a net profit decline of 10.14% for 2025, with total revenue of 1.005 billion yuan, primarily due to increased investment losses and higher share-based payment expenses [14] - Kangbiter completed its first share buyback, acquiring 51,000 shares for a total of 785,400 yuan [15] - Linyang Energy announced its first share buyback of 8.35 million shares, totaling 52.325 million yuan [16] Group 6 - Hanwei Technology's shareholder plans to reduce its stake by up to 1.8639% due to personal funding needs [19] - Jiuzhitang's major shareholder reduced its stake by 1.02%, following a pre-planned reduction strategy [20] Group 7 - China State Construction signed new contracts worth 399.5 billion yuan in January 2026, reflecting a 1.8% year-on-year increase [21] - Senyuan Electric is expected to win a bid for a project worth 272 million yuan from the Southern Power Grid [22] - Jinguang Electric announced a successful bid for a project worth approximately 28.87 million yuan from the Southern Power Grid [23]

格隆汇2月10日丨中钨高新(000657.SZ)公布，为满足中钨高新西南研发中心建设项目资金需求，董事会 同意公司与自贡市国有资本投资运营集团有限公司按原股比共同向自贡硬质合金有限责任公司（简称自 硬公司）增资9,000万元，增资完成后自硬公司注册资本将由87,276.53万元变为96,276.53万元。 ...

格隆汇2月10日丨中钨高新(000657.SZ)公布，为进一步扩大PCB钻针棒市场占有率、保障公司PCB刀具 原料需求、巩固公司PCB刀具全产业链龙头地位，董事会同意株洲硬质合金集团有限公司（简称株硬公 司）以1.45亿元实施新增PCB钻针棒3,000万支/年项目，建设期12个月。 ...

Group 1 - The core point of the article is that Zhongtung High-tech (000657.SZ) has approved a capital increase of 100 million yuan to Zhuhai Hard Company to support the construction funding needs for a new annual production capacity of 30 million PCB drill needle rods [1] Group 2 - After the capital increase, Zhuhai Hard Company's registered capital will rise from 2,453.6113 million yuan to 2,553.6113 million yuan [1]

Group 1 - The company, Zhongtung High-tech, announced that its 11th session of the 8th board of directors held a temporary meeting on February 10, 2026, combining in-person and communication methods [1] - The meeting reviewed documents including the proposal for capital increase to its controlling subsidiary [1]

证券代码：000657 证券简称：中钨高新 公告编号：2026-04 中钨高新材料股份有限公司 第十一届董事会第八次（临时）会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 中钨高新材料股份有限公司（以下简称中钨高新或公司）第十一 届董事会第八次（临时）会议于 2026 年 2 月 10 日以现场结合通讯方 式召开。本次会议通知于 2026 年 2 月 5 日以电子邮件方式送达全体 董事。会议应出席董事 9 人，实际出席董事 9 人。本次会议的召开符 合《中华人民共和国公司法》和《公司章程》的有关规定。 表决结果：9 票同意、0 票反对、0 票弃权。 二、董事会会议审议情况 （一）审议通过了《关于 2026 年向金融机构申请融资额度的议案》 董事会同意公司 2026 年在授信计划 230 亿元内，向金融机构申 请总融资额度计划不超过 100 亿元，包括但不限于流动资金贷款、承 兑汇票融资、国内信用证、进出口贸易融资等业务。公司可在以上额 度内，分配或调剂公司及子公司之间、各金融机构之间授信和融资额 度，并循环滚动使用。授权法 ...

Group 1: Industry Insights - Nvidia (NVDA.US) is expected to use M9 materials in its next-generation Rubin series products, leading to increased demand for PCB drilling needles due to higher processing difficulty and requirements [1] - The global PCB drilling needle market is dominated by the top five companies, with a combined market share of 75.2% as of the first half of 2025, where DingTai High-Tech ranks first with a market share of 28.9% [2] - The demand for high-performance drilling needles is expected to rise significantly due to the increased complexity of manufacturing processes, resulting in higher prices and volumes for drilling needle manufacturers [1][2] Group 2: Company Developments - Minexplosion Optoelectronics (301362.SZ) plans to acquire 100% of Xiamen Maida's stake in Xiamen Precision, which specializes in the production of PCB, FPC, and AI PCB tungsten micro-drills [1] - DingTai High-Tech (301377.SZ) is set to benefit from the current shortage of drilling needles, leveraging its scale and self-manufacturing capabilities to meet the surging demand [2] - Wald (688028.SH) has made progress in internal verification of PCD drilling needles, focusing on applications in PCB and semiconductor materials, with significant advancements in diamond heat dissipation technology [3] Group 3: Production Capacity and Expansion - Xiamen Precision has a monthly production capacity of approximately 15 million units and plans to expand its capacity to over 50 million units in the next 2-3 years [3] - Zhongtung High-Tech (000657.SZ) is focusing on high-end products, with over 50% of its sales coming from premium offerings, and is set to increase its annual production capacity to 140 million units by early 2026 [2] - DingTai High-Tech is also expanding its production capabilities with significant technical upgrades planned for AI PCB-related tools, enhancing its supply capacity for the global AI industry [2]