Group 1: Stock Market Activity - On the institutional trading leaderboard, 41 stocks were listed, with 25 experiencing net buying and 16 net selling [1] - The top three stocks with the highest net buying by institutions were: TeFa Information (¥193 million), Construction Machinery (¥166 million), and YueGui Co. (¥116 million) [1] Group 2: Semiconductor Industry - GuoFeng New Materials has achieved progress in the R&D of photo-sensitive polyimide (PSPI) photoresist for semiconductor packaging, currently in the laboratory sample testing phase [2] - Deep Technology is a leading company in the packaging and testing of high-end storage chips (DRAM, NAND Flash), with ChangXin as a major client [2] - The average selling price of ASIC chips from leading design manufacturers (Broadcom, Marvell) is approximately $5,000 to $6,500, which is 50%-60% lower than GPU chips [3] - The AI chip market in China is projected to reach ¥144.7 billion in 2024, with GPU chips accounting for approximately ¥128.8 billion (89%) and ASIC chips about ¥15.3 billion (10.6%) [4] Group 3: Autonomous Driving Industry - QianLi Technology is developing autonomous driving technology and plans to collaborate with Baidu to build a commercial ecosystem for autonomous driving [5] - Zhejiang Shibao has strong technical reserves in steer-by-wire and rear-wheel steering, with mass production projects expected to start in late 2026 and Q4 of this year, respectively [5] - The Ministry of Industry and Information Technology is revising mandatory national standards for intelligent connected vehicles, including safety requirements for autonomous driving systems [5] - By the end of 2025, the first batch of L3 conditional autonomous driving vehicle licenses is expected to be issued, with pilot projects already underway in designated areas [6] - The rollout of L3/L4 vehicles is anticipated to drive demand for high-performance chips, domain controllers, and lidar, with the value of decision-making layers (chips + domain control) expected to account for 25%-30% of the industry chain's profits [6]

Group 1 - The top three stocks with net institutional purchases are Tefa Information, Construction Machinery, and Yuegui Co., with net purchase amounts of 193 million, 166 million, and 116 million respectively [1][2] - On February 13, a total of 30 stocks appeared on the Dragon and Tiger list, with 19 stocks showing net institutional purchases and 11 stocks showing net institutional sales [1][2] - The top three stocks with net institutional sales are Baichuan Co., Juliy Suoj, and Keri Technology, with net outflow amounts of 140 million, 137 million, and 120 million respectively [1][2] Group 2 - Tefa Information experienced a price drop of 10.00% with a net institutional purchase of 192.71 million [2] - Construction Machinery saw an increase of 10.07% with a net institutional purchase of 166.37 million [2] - Yuegao Co. had a price increase of 6.86% with a net institutional purchase of 116.16 million [2]

证券代码：000833 证券简称：粤桂股份 公告编号：2026-006 一、日常关联交易基本情况 （一）关联交易概述 广西粤桂广业控股股份有限公司（以下简称"公司"）预计 2026 年度将与实际控制人广东省环保集团有限公司（简称： "广东环保集 团"）、控股股东云浮广业硫铁矿集团有限公司及其实际控制的关联 方等发生日常关联交易总额 10,045 万元。2025 年度实际发生日常关 联交易 6,515 万元（未经审计）。 广西粤桂广业控股股份有限公司 关于 2026 年度日常关联交易预计的公告 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。 会审议。 （二）公司 2026 年度预计关联交易情况 单位：万元，不含税 | 关联交 | | 2026 年预计日常关联 | 关联交 | 2026 年合 | 截至披露 | 2025 年实际 | | --- | --- | --- | --- | --- | --- | --- | | 易类别 | 关联人 | 交易内容 | 易定价 | 同签订金额 | 日已发生 | 发生金额（未 | | | | | 原则 | 或预计金额 | 金额 ...

证券代码：000833 证券简称：粤桂股份 公告编号：2026-005 广西粤桂广业控股股份有限公司 第九届董事会第四十三次会议决议公告 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 （一）发出会议通知的时间和方式：2026 年 2 月 2 日通过书面 送达和电子邮件方式通知各位董事。 （二）召开会议的时间、方式：2026 年 2 月 12 日；通讯表决方 式。 （三）会议应参加表决董事 7 人，成员有：于怀星、卢勇滨、芦 玉强、王韶华、胡咸华、刘祎、李爱菊，实际参加表决的董事 7 人。 （四）本次会议的召集、召开和表决程序符合《公司法》和《公 司章程》的有关规定。 二、董事会会议审议情况 （一）审议通过《关于 2026 年度日常关联交易预计的议案》 该事项已经过独立董事专门会议审议通过，董事会审计委员会已 对该事项发表了同意的审查意见。关联董事于怀星、卢勇滨、芦玉强、 王韶华对该项议案回避表决。 表决结果：同意 3 票，反对 0 票，弃权 0 票，回避 4 票。 1 （二）审议通过《关于修订<广西粤桂广业控股股份有限公司投 资管理办 ...

第一条 为了规范公司投资行为,保护股东和公司的合法权 益，促进投资决策的科学化，提高投资的经济效益,防范投资风 险，根据《中华人民共和国公司法》《深圳证券交易所股票上市 规则》《深圳证券交易所上市公司自律监管指引第 1 号-主板上 市公司规范运作》及《广西粤桂广业控股股份有限公司章程》等 相关法律、法规文件的规定，特制定本办法。 第二条 本办法适用于公司本部、全资子公司和控股子公司 （以下简称"子公司"），参股企业可参照执行。 第三条 本办法所称投资管理是指公司本部及所属子公司 的投资行为从立项、论证、实施到回收投资全过程实施的管理。 第四条 投资项目应符合公司的战略发展目标和经营策略， 并根据本办法规定的审批权限和流程进行管理。 广西粤桂广业控股股份有限公司 投资管理办法 （经 2026 年 2 月 12 日召开的第九届董事会第四十三次会议审议通过） 第一章 总 则 第五条 本办法适用的投资管理事项主要包括公司在境内 外以资金、实物资产、无形资产或股权等形式出资的直接投资行 为，其中： （一）基本建设、技术改造、设备购置、资产收购、房产购 买等固定资产投资；其中设备购置不包含单独购置非生产性用途 设备； - ...

Core Insights - The main focus of the news is the significant inflow of capital into specific stocks, indicating strong investor interest and potential market trends. Group 1: Stock Performance and Capital Inflow - The top stock by capital inflow is Yingweike, with an inflow of 1.297 billion yuan and a price increase of 8.68% [1][2] - Leo Group follows with an inflow of 1.123 billion yuan and a price increase of 5.33% [1][2] - TBEA has an inflow of 545 million yuan and a price increase of 3.42% [1][2] - Western Materials shows an inflow of 504 million yuan with a price increase of 5.61% [1][2] - Tianfu Communication has an inflow of 462 million yuan and a notable price increase of 9.79% [1][2] Group 2: Sector Analysis - The stocks listed belong to various sectors, including specialized equipment, internet services, power grid equipment, and communication devices, indicating diverse investment interests [2][3] - The energy metals sector is represented by Shengtun Mining, which has an inflow of 395 million yuan and a price increase of 10.03% [1][2] - The healthcare sector is highlighted by WuXi AppTec, with an inflow of 389 million yuan and a price increase of 3.78% [1][2] Group 3: Additional Notable Stocks - Copper Crown Copper Foil has an inflow of 370 million yuan and a significant price increase of 11.36% [1][2] - Ningde Times, a key player in the battery sector, has an inflow of 334 million yuan with a price increase of 1.82% [1][2] - Other notable stocks include Yunnan Tin with an inflow of 288 million yuan and a price increase of 1.8% [1][3]

Group 1 - The core point of the news is that Guangxi Yuegui Holdings Co., Ltd. (粤桂股份) experienced a stock price increase of 5.46%, reaching 20.48 CNY per share, with a trading volume of 475 million CNY and a turnover rate of 5.23%, resulting in a total market capitalization of 16.427 billion CNY [1] - The company, established on October 5, 1994, and listed on November 11, 1998, is primarily engaged in the production and sale of mechanism sugar, paper pulp, and mechanism paper, as well as the mining and processing of sulfur iron ore and the production of sulfuric acid and phosphate fertilizers [1] - The revenue composition of the company includes sulfur concentrate (37.15%), mechanism sugar (21.46%), paper pulp (13.92%), and other products, indicating a diversified business model [1] Group 2 - From the perspective of fund holdings, E Fund's Yuegui Holdings is the second-largest holding in the E Fund Yi Bai Intelligent Quantitative Strategy Mixed A fund, with 167,600 shares held, accounting for 0.42% of the fund's net value [2] - The E Fund Yi Bai Intelligent Quantitative Strategy Mixed A fund has a total scale of 352 million CNY, with a year-to-date return of 8.57% and a one-year return of 52.45%, ranking 1340 out of 8127 in its category [2] - The fund manager, Yin Ming, has a tenure of 4 years and 330 days, achieving a best fund return of 124.36% during this period, while the co-manager, Liu Yang, has been in position for 162 days with a best return of 17.83% [3]

Core Insights - The news highlights significant corporate announcements and performance reports from various companies, indicating potential investment opportunities and market movements. Group 1: Corporate Announcements - Ge Weidong invested 1 billion yuan to subscribe for shares in Jianghuai Automobile's private placement, acquiring approximately 20.05 million shares at a price of 49.88 yuan per share, contributing to a total fundraising of about 3.5 billion yuan from eight investors [3][4] - *ST Cube completed its suspension review and will resume trading on February 11, 2026, after confirming no undisclosed significant matters related to the company [2] - Yunnan Baiyao plans to invest 137 million yuan in a second phase project for oral liquid production to meet growing market demand [11] Group 2: Performance Reports - Semiconductor manufacturer SMIC reported a 23.2% year-on-year increase in net profit for Q4 2025, reaching 1.223 billion yuan, driven by increased wafer sales and improved capacity utilization [5] - Special Biological Company reported a net profit of 1.038 billion yuan for 2025, reflecting a 25.39% increase year-on-year, attributed to stable sales of key products and new product approvals [6] - New Zobang achieved a net profit of 1.098 billion yuan in 2025, marking a 16.56% increase compared to the previous year [6] Group 3: Fundraising and Restructuring - New Han 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] - Chutian Long intends to raise up to 760 million yuan for the development of innovative safety products and digital operations [8] - Yi Yi Co. decided to terminate its plan to acquire 100% equity of a pet food company due to changes in the target company's operational conditions [8] Group 4: Major Contracts and Investments - Yunjiji Group signed an EPC contract worth 1.331 billion yuan for a cement production line and power station in Zimbabwe, representing 86.66% of the company's audited revenue for 2024 [9] - Solar Energy's subsidiary plans to acquire 100% of Jinhua Windling for 527 million yuan, enhancing its position in the solar power industry [9] - Yutong Technology intends to acquire 51% of Huayan Technology for 448.8 million yuan, which will become a subsidiary post-transaction [9]

Core Viewpoint - Guangdong Yuegui Co., Ltd. has obtained mining rights and licenses for its subsidiary, Guangdong Yuegui Crystal Mining Co., Ltd., enhancing its non-metal mineral resource security and aligning with its strategic development plan [1] Group 1: Licensing and Regulatory Approval - The company has received the "Real Estate Property Certificate (Mining Rights)" and "Mining License" from the Qingyuan Natural Resources Bureau for the glass-grade quartzite mine located in Lianzhou City, Yao'an Township [1] - The acquisition of the mining license is expected to positively impact the company's sustainable development and core competitiveness [1] Group 2: Financial and Operational Impact - The new mining license will not adversely affect the company's financial and operational status, ensuring no harm to the interests of the company and its shareholders [1] - Long-term, the mining rights are anticipated to support business expansion and stable development, aligning with the interests of all shareholders and the company's long-term strategic goals [1]

广西粤桂广业控股股份有限公司 关于全资子公司取得不动产权证书（采矿权） 与采矿许可证的自愿性信息披露公告 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。 广西粤桂广业控股股份有限公司（以下简称"公司"）下属全资 子公司广东粤桂晶源矿业有限公司（下称"晶源矿业"）于近日取得 清远市自然资源局颁发的《不动产权证书（采矿权）》《采矿许可证》， 现将相关事项公告如下： 一、《不动产权证书（采矿权）》主要信息 （一）证号：DC4418002026027200000002 （二）矿山名称：广东粤桂晶源矿业有限公司连州市瑶安乡反 背冲矿区玻璃用石英岩矿 证券代码：000833 证券简称：粤桂股份 公告编号：2026-004 （三）矿山地址：连州市 （四）面积：0.4435 平方公里 （五）开采深度：750 米至 350 米标高，共有 5 个拐点圈定 （六）开采主矿种：玻璃用石英岩 （七）共伴生矿种:建筑用变质杂砂岩 （八）权利期限：2026 年 02 月 06 日至 2046 年 02 月 05 日 （九）采矿权人：广东粤桂晶源矿业有限公司 （统一社会信用 代码：91441 ...