证券日报网讯 2月24日，神开股份在互动平台回答投资者提问时表示，公司已建立较为完善的风险识别 及防范体系，特别是针对海外非商业性风险管控，公司制定了相应的应急预案。过去一年，公司海外业 务发展良好。 （文章来源：证券日报） ...

证券日报网讯 2月24日，神开股份（002278）在互动平台回答投资者提问时表示，公司在氢能领域的布 局主要通过参股公司瀚氢动力实现，其主要产品包括氢能无人机、氢能重载卡车、氢能两轮车等，其中 氢能无人机续航时长可达3小时、最大作业半径超50公里，适合沙漠、极地、海上油田等极端作业环 境，为石油管线智能巡检、油田立体安防监控、应急响应与灾害评估提供了全新的智能化、零碳环保解 决方案，具体介绍可查阅公司年报及相关公告。此类业务目前尚处于起步阶段，整体销售规模较小，未 对公司业绩产生显著影响，请投资者注意投资风险。 ...

以下文章来源于e公司 ，作者证券时报 曾剑 e公司 . 春节前夕，苏盐井神（603299）完成了定增发行A股股票事宜。报告书显示，公司向14名特定对象发行了1.73亿股股份；发行价格为10.38 元/股，募资总额 近18亿元。其中，鲁花道生（北京）企业管理发展有限公司（下称"鲁花道生"）出资约1亿元认购了963.39万股。 企查查显示，鲁花道生成立于2024年10月，注册资本为1000万元。该公司系山东鲁花投资有限公司（下称"鲁花投资"）全资子公司。鲁花投资则是山东鲁花 控股集团（下称"鲁花控股"）的全资子公司。鲁花控股正是鲁花集团的控股股东。 股权结构上，鲁花控股由牡丹花道生投资、鲁花生生投资、福花道生投资、华易生生投资合计持股100%。这四家公司由孙孟全及其家族成员（包括其儿子 孙东伟）分别控制。 值得一提的是，针对苏盐井神的投资并非鲁花道生首次出手。 就在2025年12月下旬，神开股份（002278）向7名投资者发行了2612.83万股股份，发行价格为8.42元/股，募资总额为2.2亿元。鲁花道生在认购对象之列， 其耗资约4000万元认购475.06万股。由于神开股份今年的走势不错，鲁花道生当前的浮盈超 ...

Group 1 - The core viewpoint of the news is that ShenKai Co., Ltd. has increased its registered capital to 390 million yuan and is being highlighted as a key player in the hydrogen energy sector due to recent policy support [1][2]. Group 2 - In recent events, ShenKai Co., Ltd. completed its business registration change, increasing its registered capital to 390 million yuan, and obtained a new business license on February 10, 2026, aimed at optimizing its capital structure [2]. - The hydrogen energy concept has gained attention in the market due to policy support, with ShenKai Co., Ltd. being mentioned as a related stock [2]. Group 3 - The stock price of ShenKai Co., Ltd. has shown volatility in the past week, peaking at 14.50 yuan on February 5, followed by a decline to 13.72 yuan by February 12, resulting in a cumulative drop of 2.42% over seven days [3]. - There has been a net outflow of approximately 10.95 million yuan from the main funds on February 12, indicating a trend of profit-taking after a surge on February 4 [3]. - The oil and gas equipment service sector saw a 2.74% increase over the past week, but ShenKai Co., Ltd.'s performance was weaker than the sector average [3]. Group 4 - An analysis article from February 7 indicates that the main fund's operation path for ShenKai Co., Ltd. is clear, relying on improvements in fundamentals and the theme of domestic deep-sea equipment [4]. - A report from Aijian Securities predicts that the company's net profit will grow at a compound annual growth rate of over 40% from 2025 to 2027, although this viewpoint was published earlier [4].

证券代码：002278 证券简称：神开股份 公告编号：2026-011 上海神开石油化工装备股份有限公司 关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 上海神开石油化工装备股份有限公司（以下简称"公司"）于 2026 年 1 月 22 日召开第五届董事会第十一次会议审议通过了《关于变更注册资本、修订<公 司章程>并办理工商变更登记的议案》，具体内容可详见公司于 2026 年 1 月 24 日在指定信息披露媒体巨潮资讯网（www.cninfo.com.cn）披露的《关于变更注册 资本、修订<公司章程>并办理工商变更登记的公告》（公告编号 2026-008）。 公司已于近日完成了上述事宜的工商变更登记及章程备案手续，并取得了上 海市市场监督管理局换发的《营业执照》，具体信息如下： 法定代表人姓名：李芳英 注册资本：人民币 39003.7914 万元整 公司类型：股份有限公司（上市、自然人投资或控股） 经营范围：一般项目：石油钻采专用设备制造；石油钻采专用设备销售；地 质勘探和地震专用仪器制造；地质勘探和地震专用仪器销售；实验分析仪器制 ...

Market Overview - The specialized equipment sector increased by 0.36% on February 4, with the leading stock being Hupu Co., Ltd. [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Top Gainers in Specialized Equipment Sector - Nüjian Co., Ltd. (300471) closed at 16.08, up 10.44% with a trading volume of 644,600 shares and a transaction value of 1.021 billion [1] - Shenkai Co., Ltd. (002278) closed at 14.39, up 10.02% with a trading volume of 511,000 shares and a transaction value of 717 million [1] - Shudao Equipment (300540) closed at 25.10, up 8.99% with a trading volume of 205,800 shares and a transaction value of 509 million [1] Top Losers in Specialized Equipment Sector - Lijv Thermal Energy (603391) closed at 68.10, down 4.74% with a trading volume of 27,800 shares and a transaction value of 191 million [2] - Huayi Technology (688071) closed at 39.43, down 4.67% with a trading volume of 60,200 shares and a transaction value of 238 million [2] - Zhekuang Co., Ltd. (300837) closed at 46.90, down 3.99% with a trading volume of 67,700 shares and a transaction value of 321 million [2] Capital Flow Analysis - The specialized equipment sector experienced a net outflow of 942 million from institutional investors, while retail investors saw a net inflow of 458 million [2] - The top stocks with significant net inflows from retail investors include Shenkai Co., Ltd. (002278) with a net inflow of 274 million [3] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors are actively buying [2][3]

Core Insights - The main focus of the news is the significant inflow of capital into specific stocks, indicating strong investor interest and potential growth in these companies and their respective industries [1][2][3] Group 1: Stock Performance and Capital Inflow - Kunlun Wanwei saw a capital inflow of 795 million yuan with a price increase of 5.82% [2] - Shunhao Co. experienced a capital inflow of 651 million yuan and a price increase of 9.98% [2] - Contemporary Amperex Technology (宁德时代) had a capital inflow of 561 million yuan with a price increase of 1.21% [2] - Kweichow Moutai (贵州茅台) attracted 551 million yuan in capital inflow and increased by 1.3% [2] - Yanzhou Coal Mining Company (兖矿能源) saw a capital inflow of 430 million yuan with a notable increase of 10.01% [2] - Other notable stocks include Shanzhi Gaoke, China Satellite, and China Shipbuilding, each with significant capital inflows and price increases [1][2][3] Group 2: Industry Insights - The internet services sector, represented by Kunlun Wanwei, is showing strong investor confidence [2] - The packaging materials industry, highlighted by Shunhao Co., is also attracting significant capital [2] - The battery industry, represented by Contemporary Amperex Technology, continues to draw investor interest despite a modest price increase [2] - The coal industry, with companies like Yanzhou Coal and Meijin Energy, is experiencing substantial capital inflows, indicating a potential resurgence [2][3] - The aerospace and wind energy sectors, represented by China Satellite and China Shipbuilding, are also gaining traction among investors [1][2][3]

Group 1 - The deep-sea technology index experienced a strong surge on February 4, with significant gains in several companies [1] - CIMC Group, ShenKong Co., and JuLi Rigging all reached the daily limit increase [1] - Keli Co. and QianNeng HengXin saw their stock prices rise by over 8% [1]

Core Viewpoint - The commercial aerospace sector experienced a short-term surge, with several companies reaching new highs and others showing significant gains [1] Group 1: Company Performance - Chunhui Zhikong, Juyi Suoju, and Runbei Hangke achieved new intraday highs [1] - Shenghui Technology and Boyun New Materials hit the daily limit up [1] - Hangfa Control, Shenkai Co., and Shunhao Co. also saw increases in their stock prices [1]

Core Viewpoint - The company, ShenKai Co., Ltd., expects a significant increase in net profit for 2025, projecting a range of 50 million to 60 million yuan, which represents a growth of 65.75% to 98.90% compared to the previous year's profit of 30.1658 million yuan [1]. Financial Performance - The projected net profit for 2025 is estimated to be between 50 million and 60 million yuan [1]. - This forecast indicates a substantial increase from the previous year's net profit of 30.1658 million yuan [1]. - The expected growth rate ranges from 65.75% to 98.90% year-over-year [1].