Group 1 - *ST Lifan plans to terminate its listing due to false disclosures in annual reports from 2021 to 2023, with over 500 million yuan in inflated revenue [1] - The stock will be suspended from trading starting February 24, and if delisted, it will enter a 15-day trading period under the name "XX退" [1] - Dragon Magnetic Technology plans to raise up to 760 million yuan through a private placement to expand production capacity in Vietnam and enhance AI chip inductors [2][3] Group 2 - Hanbo High-tech's subsidiary plans to acquire 70% of a special purpose company in South Korea for approximately 142.1 million USD to enter the wet electronic chemicals market [3] - Tuoshan Heavy Industry intends to acquire 51% of Xin Kaiyuan for 219 million yuan, making it a controlling subsidiary [4] - iFLYTEK has received approval from the Shenzhen Stock Exchange for a private placement, pending further registration with the China Securities Regulatory Commission [5] Group 3 - Blue Shield Optoelectronics' subsidiary has decided to waive its rights to purchase and subscribe for shares in a semiconductor company amid strategic considerations [6][7] - Qizhong Technology reported a fire at its subsidiary, which may reduce its revenue growth forecast for 2026 by 5-8 percentage points [8] - Huaihe Energy expects a net profit increase of 96.31% to 107.97% for 2025, with projected profits between 1.684 billion and 1.784 billion yuan [9] Group 4 - Wanlang Magnetic Plastic's controlling shareholder has pledged 11.09% of the company's shares, totaling 9.48 million shares [10] - Hanma Technology plans to increase capital in its subsidiary by 575 million yuan before transferring 100% of its shares to another company for 485 million yuan [11] - Efort intends to acquire 100% of Shengpu shares, valuing the company between 1 billion and 1.2 billion yuan [12]

股价异动原因 全额现金收购占用流动资金：本次收购需支付2.193亿元现金，而公司2025年三季报货币资金为9912.46 万元，需通过"自有资金+银行融资"组合支付。市场担忧短期现金流压力，尤其标的公司新开源2025年 前三季度净利润为1678万元，同比出现下滑。控股股东减持计划叠加负面情绪：同期公告显示控股股东 徐杨顺拟减持不超过2.82%股份，进一步加剧市场对资金需求的疑虑。 经济观察网拓山重工（001226）(001226.SZ)在披露收购新开源（300109）51%股权的公告后股价出现下 跌，主要受交易方案细节、市场对短期资金压力的担忧以及技术面调整等因素影响。根据截至2026年2 月13日的数据，公司股价在公告后次日(2月13日)单日下跌8.69%，收盘报48.86元。 股价短期涨幅较大后回调：在收购公告前，公司股价近20日涨幅为0.83%，2月11日一度触及54.76元高 位，接近布林带上轨(54.46元)技术面数据。公告后获利盘兑现导致抛压加剧。主力资金净流出：2月13 日成交额放大至1.90亿元，换手率达5.09%，且当日振幅达7.98%，显示资金分歧明显技术面数据。 MACD指标差离值由正转 ...

Core Viewpoint - Anhui Tuoshan Heavy Industry Co., Ltd. plans to acquire 51% of Henan Xinkaiyuan Petrochemical Pipeline Co., Ltd. for 219.3 million yuan, marking a strategic move into the high-end petrochemical equipment sector, enhancing its product matrix and creating new profit growth points [1] Group 1: Acquisition Details - The acquisition is valued at 219.3 million yuan and aims to strengthen Tuoshan Heavy Industry's position in the petrochemical and marine engineering sectors [1] - The deal is expected to leverage Xinkaiyuan's technical advantages and customer resources, facilitating business synergy and reducing reliance on industry cycles [1][4] Group 2: Market Trends and Demand - The demand for titanium alloy products is rising due to the expansion of domestic oil and gas exploration into deep wells and high-corrosion environments [2] - Xinkaiyuan's technological breakthroughs in titanium alloy products align with industry trends, offering significant improvements in strength, corrosion resistance, and lightweight characteristics compared to traditional materials [2] Group 3: Xinkaiyuan's Industry Position - Xinkaiyuan is a core player in the domestic anti-sulfur and anti-hydrogen specialty material pipe fittings industry, with a strong operational capability and established relationships with major state-owned enterprises [3] - The company has developed a diversified product portfolio, including titanium alloy oil pipes and marine pipes, applicable in various sectors such as oil and gas, marine, and nuclear power [3] Group 4: Risk Diversification and Business Synergy - The acquisition allows Tuoshan Heavy Industry to diversify its business, mitigating risks associated with cyclical fluctuations in the engineering machinery sector [4] - By extending its reach into the petrochemical and marine engineering fields, the company can achieve a dual-track strategy, enhancing its overall resilience against economic cycles [4] Group 5: Technical Collaboration and Growth Potential - The collaboration between Tuoshan Heavy Industry and Xinkaiyuan is expected to yield significant synergies in technology and manufacturing capabilities, enhancing production efficiency and product quality [5] - The integration of Xinkaiyuan's technological advancements into Tuoshan Heavy Industry's operations is anticipated to boost the company's core competitiveness [5] Group 6: Performance Commitments and Revenue Growth - Xinkaiyuan has committed to a cumulative net profit of no less than 90 million yuan from 2025 to 2027, ensuring stable revenue contributions to Tuoshan Heavy Industry [6] - The commitment includes a target of at least 30 million yuan in revenue from titanium alloy business in 2026, reflecting confidence in market prospects [6] Group 7: Industry Opportunities and Strategic Positioning - The domestic energy supply efforts and stable investment in oil and gas exploration are creating a favorable market environment for the petrochemical equipment industry [7] - Tuoshan Heavy Industry's acquisition of Xinkaiyuan positions it strategically within the high-end petrochemical pipe fittings market, opening new avenues for growth [7]

Group 1 - Major shareholder Han Yuanfu of Dayuan Pump Industry plans to reduce his stake by up to 3%, totaling no more than 5.595 million shares [1] - Hainan Highway, a shareholder of Haikou Group, intends to increase its stake in the company by no less than 40 million yuan and no more than 50 million yuan [2] - China Communications Construction Company signed new contracts worth 1.883672 trillion yuan in 2025, a year-on-year increase of 0.13% [3] Group 2 - The controlling shareholder of Quzhou Development proposed to repurchase shares worth between 100 million and 200 million yuan [4] - Shareholder Huang Song of Huibo Pu plans to reduce his stake by up to 1%, totaling no more than 1.3372 million shares [5] - The board secretary of Fusenmei has had his detention lifted and is now under investigation, allowing him to resume his duties [6] Group 3 - YN Holdings clarified that its investment target does not belong to the sectors of computing chip manufacturing, computing leasing, or cloud services [7] - Shareholder Euro Star Diamond plans to reduce its stake in Laishen Tongling by up to 3%, totaling no more than 1.029 million shares [8] - Shareholder Zhu Guangkui of Demar Technology plans to reduce his stake by up to 3%, totaling no more than 791.24 million shares [10] Group 4 - Newnow's subsidiary received approval for clinical trials of drug SYS6023 for breast cancer treatment [11] - Ruipubio plans to invest 295 million yuan to establish a merger and acquisition industry fund focusing on animal health and biomedicine [12] - Shareholder Ningbo Hutong plans to reduce its stake in Huitong Energy by up to 1%, totaling no more than 206.28 million shares [13] Group 5 - Chengda Bio's high-dose influenza virus vaccine has received approval for clinical trials [14] - Kang En Bei's subsidiaries participated in the national centralized procurement process, with selected drugs expected to generate 385 million yuan in sales in 2024 [15] - Weitang Industrial signed a strategic cooperation framework agreement with Amphenol to enhance product development and market collaboration [16] Group 6 - Terui De is the first candidate for a 137 million yuan EPC general contracting project [17] - Chen Zhan Optoelectronics plans to invest 650 million yuan to establish an overseas smart manufacturing base [19] - Zhang Yi Technology's AI short drama business revenue is expected to account for no more than 1% of total revenue in 2025 [20] Group 7 - Jiangshan Co. plans to reduce its stake by up to 3%, totaling no more than 4.3308 million shares [21] - Xie Chuang Data plans to procure servers from multiple suppliers, with a total expected expenditure of no more than 11 billion yuan [22] - Huaming Equipment is planning to issue H-shares and list on the Hong Kong Stock Exchange [23] Group 8 - Wenzhou Hongfeng plans to raise no more than 450 million yuan through a private placement for expansion projects [24] - Yingkerui plans to raise no more than 379 million yuan for various projects including smart power supply systems [25] - Jingrui Electric Materials plans to invest 600 million yuan to build a key materials base for the integrated circuit manufacturing industry [26] Group 9 - Beijing Bank's chairman resigned due to age [27] - Youkeshu's actual controller plans to increase his stake by no less than 50 million yuan and no more than 100 million yuan [28] - Hanbo High-tech's subsidiary plans to acquire assets to enter the wet electronic chemicals industry [29] Group 10 - Jia Mei Packaging clarified that its capital operations related to Magic Atom will be independent of the listed company [30] - International Composite Materials confirmed that electronic-grade glass fiber is a key raw material for PCBs [31] - Zhongyin Fashion plans to procure hardware simulation accelerators for 9.385 million USD [32] Group 11 - Haohai Biotechnology's shareholder plans to reduce his stake by up to 0.4337% [33] - United Optoelectronics plans to sign a framework contract with Lingzhi Cloud Creation for robot assembly services [34] - Qianfang Technology's major shareholder plans to reduce its stake by up to 1.5%, totaling no more than 2.36507 million shares [35] Group 12 - Xiamen Airport plans to acquire 100% of Zhaoxiang Technology for 1.193 billion yuan [36] - Tuoshan Heavy Industry plans to acquire 51% of Xin Kaiyuan for 219 million yuan [38] - Shenkai Co. plans to repurchase shares worth between 40 million and 80 million yuan [39] Group 13 - Hushun Co. plans to invest 3.3 billion yuan in a high-end PCB production project [40] - Zhengzhou Bank appointed Wang Sentao as vice president, pending regulatory approval [41]

格隆汇2月12日丨拓山重工(001226.SZ)公布，为满足公司战略发展需要，增强公司核心竞争力，推动公 司多元化产业布局，公司通过本次交易降低对行业周期的依赖，平衡周期波动带来的业绩风险。同时通 过本次交易挖掘新的盈利增长点。公司与王海巧、刘希洁、宋泽朝等三人签署《股权收购协议》，公司 以现金支付方式收购河南新开源石化管道有限公司（简称"标的公司"或"新开源"）51%股权，双方确定 本次股权收购价款为人民币2.19亿元。本次收购完成后，公司将持有标的公司51%的股权，河南新开源 将成为公司控股子公司并纳入公司合并报表范围。 标的公司主营业务：主要从事抗硫抗氢特种材质管件产品及钛合金产品的研发、生产和销售。深耕石 油、天然气行业，是国内抗硫抗氢特种材质管件行业的核心企业，是中石油、中石化、中海油、国家管 网等大型央企的长期供应商，参与制定多项国家标准，拥有50余项专利。标的公司是高新技术企业，先 后荣获国家级专精特新"小巨人"企业、国家知识产权优势企业等。标的公司注重研发创新，多年来与研 究院建立战略合作关系。近年来，标的公司通过持续的研发投入在新材料技术、钛合金材质新产品等方 面取得技术上突破。新产品在强度 ...

每经AI快讯，拓山重工2月12日晚间发布公告称，公司第二届第十七次董事会会议于2026年2月12日在 公司会议室以现场结合通讯方式召开。会议审议了《关于签署股权收购协议的议案》等文件。 每经头条（nbdtoutiao）——打造百万元级尊界的江淮，迎来葛卫东、方文艳联手投资：两人各掏10亿 元，公司股价应声大涨！复盘历史：牛散参与定增有赚也有亏 （记者 王晓波） ...

本资产评估报告依据中国资产评估准则编制 安徽拓山重工股份有限公司拟收购股权 涉及的河南新开源石化管道有限公司 股东全部权益价值评估项目 资 产 评 估 报 告 坤元评报〔2026〕65 号 （共一册 第一册） 坤元资产评估有限公司 二〇二六年二月十一日 | 一、委托人、被评估单位及其他资产评估报告使用人 | 4 | | --- | --- | | 二、评估目的 | 10 | | 三、评估对象和评估范围 | 10 | | 四、价值类型及其定义 | 13 | | 五、评估基准日 | 14 | | 六、评估依据 | 14 | | 七、评估方法 | 16 | | 八、评估程序实施过程和情况 | 29 | | 九、评估假设 | 30 | | 十、评估结论 | 31 | | 十一、特别事项说明 | 33 | | 十二、资产评估报告使用限制说明 | 35 | | 十三、资产评估报告日 | 36 | | 资产评估报告·备查文件 | | | 一、被评估单位基准日财务报表 | 37 | | 二、委托人及被评估单位营业执照 | 38 | | 三、被评估单位主要权属证书 | 40 | | 四、委托人及被评估单位的承诺函 | 64 | ...

| 、审计报告……………………………… | 第 1--3 页 | | --- | --- | | 二、财务报表……………………… | 第 4―7 页 | | (一）资产负债表 | 第 4 页 | | （二）利润表 | 第5页 | | (三) 现金流量表 | 第6页 | | (四) 所有者权益变动表. | 第 7 页 | | 三、财务报表附注………………… | 第 8-49 页 | | 四、资质证书复印件 | 第 50—53 页 | 审 计 报 告 天健审〔2026〕158 号 河南新开源石化管道有限公司全体股东： 一、审计意见 我们审计了河南新开源石化管道有限公司（以下简称河南新开源公司）财务 报表，包括 2024 年 12 月 31 日、2025 年 9 月 30 日的资产负债表，2024 年度、 2025 年 1-9 月的利润表、现金流量表、所有者权益变动表，以及相关财务报表 附注。 我们认为，后附的财务报表在所有重大方面按照企业会计准则的规定编制， 公允反映了河南新开源公司 2024 年 12 月 31 日、2025 年 9 月 30 日的财务状况， 以及 2024 年度、2025 年 1-9 月的经营 ...

安徽拓山重工股份有限公司 安徽拓山重工股份有限公司 董事、高级管理人员薪酬管理制度 第一章 总则 第一条 为进一步完善安徽拓山重工股份有限公司（以下简称"公司"） 董事、高级管理人员的薪酬管理体系，建立科学有效的激励和约束机制，充分 调动董事和高级管理人员的积极性和创造性，根据《中华人民共和国公司法》、 《上市公司治理准则》等有关法律、法规及《安徽拓山重工股份有限公司章程》 （以下简称"公司章程"）的规定，结合公司实际情况，特制定本制度。 第二条 本制度适用于下列人员： 安徽拓山重工股份有限公司 安徽拓山重工股份有限公司 董事、高级管理人员薪酬管理制度 二○二六年二月 （一）董事，包括独立董事、非独立董事（含职工代表董事）； （二）高级管理人员，包括总经理、副总经理、财务总监、董事会秘书以 及公司章程规定的高级管理人员。 第三条 董事和高级管理人员薪酬的确定遵循以下原则： （一）公平原则：体现收入水平符合公司规模与业绩的原则，同时兼顾外 部薪酬水平； （二）责、权、利统一原则：体现薪酬与岗位价值高低、履行责任义务大 小相符； （三）长远发展原则：体现薪酬与公司持续健康发展的目标相符； （四）激励约束并重原则： ...

证券代码：001226 证券简称：拓山重工 公告编号：2026-003 安徽拓山重工股份有限公司 关于签署股权收购协议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、安徽拓山重工股份有限公司（以下简称"公司"）与王海巧、刘希洁、 宋泽朝等三人签署《股权收购协议》（以下简称"收购协议"），公司拟以支付 现金的方式收购河南新开源石化管道有限公司（以下简称"标的公司"）51%股 权。 2026 年 2 月 12 日，公司召开第二届董事会第十七次会议，一致审议通过上 述事项。根据《深圳证券交易所股票上市规则》以及《公司章程》等有关规定， 本议案尚需提交公司股东会审议。 二、交易对手方基本情况 1、王海巧，女，身份证号码：410323197510******，住址河南省洛阳市， 持有标的公司 76.20%的股权，2012 年至今，新开源控股股东、实际控制人。 2、本次签订协议相关交易事项不构成关联交易，也不构成《上市公司重大 资产重组管理办法》规定的重大资产重组。本次交易已经公司第二届董事会第十 七次会议审议通过，尚须提交公司股东会审议。 一、交 ...