Core Viewpoint - Zhonghe Technology (000925.SZ) stated on its interactive platform that Haina Semiconductor currently does not directly produce 12-inch regenerated wafers, while its overseas subsidiary, Matsuzaki in Japan, has a distribution business for 12-inch regenerated wafers [1] Group 1 - Zhonghe Technology's current production capabilities do not include 12-inch regenerated wafers [1] - The overseas subsidiary Matsuzaki is involved in the distribution of 12-inch regenerated wafers [1]

证券日报网讯2月13日，众合科技（000925）在互动平台回答投资者提问时表示，公司是西部优势(宝 鸡)产业股权投资基金(有限合伙)的有限合伙人，持股比例30%；截至2026年1月底，西部优势(宝鸡)产业 股权投资基金(有限合伙)持有宁波天擎航天科技（000901）有限公司1.2988%股权，持股比例较低，无 法对宁波天擎航天科技有限公司构成重大影响。 ...

众合科技在互动平台表示，公司是西部优势（宝鸡）产业股权投资基金（有限合伙）的有限合伙人，持 股比例30%；截至2026年1月底，西部优势（宝鸡）产业股权投资基金（有限合伙）持有宁波天擎航天 科技有限公司1.2988%股权，持股比例较低，无法对宁波天擎航天科技有限公司构成重大影响。 ...

Group 1 - Zhejiang Securities Regulatory Bureau issued a warning letter to Zhejiang Zhonghe Technology Co., Ltd. for mismanagement of raised funds, violating regulations [1] - The company transferred a large amount of raised funds out of the special account for management and use, breaching the disclosure management regulations [1] - Key executives including the Chairman, CEO, CFO, and Board Secretary are held primarily responsible for the violations [1] Group 2 - Zhonghe Technology raised a total of RMB 683.60 million by issuing 13,020,950 shares at RMB 5.25 per share [2] - After deducting underwriting commissions and other fees, the net amount raised was RMB 674.94 million [2] - The funds were deposited into a regulatory account at Agricultural Bank of China, Hangzhou Yuquan Branch [2]

Core Viewpoint - The railway transportation equipment sector experienced a rise of 1.54% on February 3, with Langjin Technology leading the gains. The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1]. Group 1: Sector Performance - The railway transportation equipment sector saw a net inflow of 61.85 million yuan from main funds, while retail funds experienced a net inflow of 21.69 million yuan. However, speculative funds had a net outflow of 83.54 million yuan [1]. - The top-performing stock in the sector was Langjin Technology, which closed at 26.85 yuan, reflecting a 9.24% increase with a trading volume of 95,500 shares and a transaction value of 253 million yuan [1]. Group 2: Individual Stock Performance - Other notable stocks included: - Zhonghe Technology, closing at 8.44 yuan, up 3.43%, with a trading volume of 221,000 shares and a transaction value of 185 million yuan [1]. - Tianzhixin Material, closing at 8.24 yuan, up 3.13%, with a trading volume of 187,000 shares and a transaction value of 153 million yuan [1]. - Jiaokong Technology, closing at 24.92 yuan, up 3.10%, with a trading volume of 21,200 shares and a transaction value of 52.27 million yuan [1]. Group 3: Fund Flow Analysis - The fund flow analysis indicated that: - China CNR Corporation had a main fund net inflow of 122 million yuan, but both speculative and retail funds showed net outflows of 66.39 million yuan and 55.25 million yuan, respectively [2]. - Jiuzhou Yitui had a main fund net inflow of 9.37 million yuan, with speculative funds showing a net outflow of 7.18 million yuan [2]. - The overall trend showed that while main funds were entering the sector, speculative funds were withdrawing, indicating a cautious sentiment among traders [2].

众合科技（000925）是一家高科技轨交设备企业，在智慧交通领域市占率保持前三，主业稳定，持续往 新兴产业拓展，在低空经济和半导体行业取得一定进展。 关于近期证监局的警示函的内容，此前已经在众合科技2024年年报里已经详细说明，2024年10月21日， 众合科技将东亚银行杭州分行募集资金专户1.2亿元转入东亚银行杭州分行保证金账户，购买7天通知存 款，用于闲置募集资金现金管理，购买前履行了公司内部审批流程，2024年 11月18日，东亚银行杭州 分行保证金账户转回12,014.00万元（其中12,000.00万元为本金，14万元为利息）至公司东亚银行杭州分 行募集资金专户。 最近，众合科技发布新的公告，一方面是2025年的业绩预告，另一方面是证监局警示函，从表面来看， 会误以为是有利空，而且在最近股价下跌里也释放了投资者的情绪。 针对众合科技的公告内容，需要透过现象看到公司本质的情况。 营收快速增长，单季度盈利修复 2025年业绩预告，营业收入同比增长，虽然表面上看年度净利润为负值，但是2025年三季度净利润来 看，三季度净利润亏损4621.56万元，四季度减亏，亏损收窄，四季度亏损4000万至6000万，众 ...

Group 1 - Yuehongyuan A announced the transfer of 45% equity in Hongxi Mining for 22.37 million yuan, aiming to optimize its business and promote transformation, expecting a positive impact on financial results with an estimated gain of over 22 million yuan [2] - Wanhua Chemical plans to increase capital by 19.086 billion yuan to its wholly-owned subsidiary Wanhua Olefins, consolidating its carbon two industry operations to enhance competitiveness [3] - Huayou Cobalt signed a cooperation framework agreement to build an integrated battery industry chain project in Indonesia, aiming to establish the country as a production base for electric vehicle batteries [4] Group 2 - Gansu Energy reported that the first batch of wind turbines for its 1 million kW green electricity aggregation pilot project has been connected to the grid, contributing to over 10% of the company's expected installed capacity by the end of 2025 [5] - Lingyi Zhizao completed the acquisition of 35% equity in Liminda for 875 million yuan, gaining control over 52.78% of voting rights, making Liminda a subsidiary [6] - Tianqi Lithium's third-phase expansion project for chemical-grade lithium concentrate produced its first batch of qualified products, enhancing raw material supply for its lithium chemical production bases [7] Group 3 - Ecovacs expects a net profit of 1.7 billion to 1.8 billion yuan for 2025, a year-on-year increase of 110.90% to 123.30% due to product upgrades and cost optimization [9] - Cambrian anticipates a turnaround with a net profit of 1.85 billion to 2.15 billion yuan for 2025, a significant increase in revenue driven by operational improvements [10] - China Southern Airlines expects a net profit of 800 million to 1 billion yuan for 2025, recovering from a loss of 1.696 billion yuan in the previous year [11] Group 4 - Shandong Gold forecasts a net profit of 4.6 billion to 4.9 billion yuan for 2025, a year-on-year increase of 56% to 66% due to improved production efficiency and rising gold prices [16] - Perfect World expects a net profit of 720 million to 760 million yuan for 2025, recovering from a loss of 1.288 billion yuan, driven by successful game launches and cost reductions [17] - CICC anticipates a net profit of 8.542 billion to 10.535 billion yuan for 2025, a year-on-year increase of 50% to 85% due to strong performance in investment banking and wealth management [18] Group 5 - *ST Songfa expects a net profit of 2.4 billion to 2.7 billion yuan for 2025, recovering from a loss of 76.64 million yuan, attributed to a major asset restructuring [19] - New Hope predicts a net loss of 1.5 billion to 1.8 billion yuan for 2025, down from a profit of 473.6 million yuan, impacted by fluctuations in the pig market [20] - 360 expects a net profit of 213 million to 318 million yuan for 2025, turning around from a loss, driven by increased investment income from equity method accounting [21]

南财智讯1月30日电，众合科技公告，近日机电产品招标投标电子交易平台发布《台州市域铁路S2线工 程信号系统采购项目中标结果公告》，确定公司为"台州市域铁路S2线工程信号系统采购项目"的中标 人。项目金额43235.08万元，项目包括S2线全线信号系统（含专用无线通信系统）设备的设计、制造、 安装督导、测试、综合联调、安全评估、验收、试运行、开通、人员培训、备品备件及工具提供、质量 保证期内的系统缺陷纠正和维护等。 ...

南财智讯1月30日电，众合科技发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为亏 损4000万元—6000万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为亏损6500 万元—8500万元。报告期内业绩变动主要原因：1.本报告期公司营业收入同比增长，但因智慧交通业务 项目受国内市场竞争、国际化等新业务拓展因素的影响，不同项目毛利率存在差异，本期交付的项目毛 利率较上年同期下降。2.因上年股权处置等原因，公司本年非经常性收益较上年同期减少。3.随着山西 单晶基地等竣工投入使用，折旧等费用较上年同期增加；受半导体浦江基地等建设投入影响，本年融资 规模增加，财务费用较上年同期增加；基于公司空天信息业务转型战略，研发投入及场景开发投入等增 加。 ...

证券代码：000925 证券简称：众合科技 公告编号：临 2026—009 浙江众合科技股份有限公司关于"台州市域铁路 S2 线工程信号系 统采购项目"中标的公告 项目概况：包括 S2 线全线信号系统（含专用无线通信系统）设备的设计、设计联 络、制造、出厂检验、保险、包装发货、运输、仓储、交货、安装督导、测试、试验、 综合联调、安全评估、验收、试运行、开通、设备性能确认、人员培训、备品备件和仪 器仪表及工具的提供、质量保证期内的系统缺陷的纠正和维护等。 二、对公司的影响 1、本项目签订正式合同并顺利实施后，将对公司未来年度经营业绩产生持续的、 积极的影响； 2、公司与上述招标人不存在关联关系，上述项目中标对本公司业务独立性不构成 影响。 三、风险提示 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 近 日 ， 机 电 产 品 招 标 投 标 电 子 交 易 平 台 （https://www.chinabidding.com/bidDetail/262577651-BidResult.html）发布《台 州市域铁路 S2 线工程信号系统采购项目中标结果公告》，确定 ...