证券代码：002323 证券简称：雅博股份 公告编号：2026-005 山东雅博科技股份有限公司 关于控股股东减持公司股份触及1%整数倍的公告 控股股东山东泉兴科技有限公司保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、 本次权益变动基本情况 山东雅博科技股份有限公司（以下简称"公司"）于 2026 年 3 月 20 日收到 控股股东山东泉兴科技有限公司（以下简称"泉兴科技"）的《关于减持公司股 份触及 1%整数倍的告知函》。泉兴科技于 2026 年 3 月 20 日，通过集中竞价的 方式累计减持 4,101.04 万股，占公司总股份比例 1.93%。具体情况如下： 1．基本情况 信息披露义务人 山东泉兴科技有限公司 住所 山东省枣庄市市中区东海路 17 号 权益变动时间 2026 年 3 月 20 日 股票简称 雅博股份 股票代码 002323 变动类型 （可多选） 增加□ 减少☑ 一致行动人 有□ 无☑ 是否为第一大股东或实际控制人 是☑ 否□ 2．本次权益变动情况 股份种类 （A 股、B 股等） 减持股数（万股） 减持比例（%） A 股 4,101.04 1.93 ...

证券代码：002323 证券简称：雅博股份 公告编号：2026-004 山东雅博科技股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 山东雅博科技股份有限公司（以下简称"公司"）（证券名称：雅博股份、 证券代码：002323）股票连续三个交易日（2026 年 3 月 13 日、2026 年 3 月 16 日和 3 月 17 日）日收盘价格涨幅偏离值累计超过 20％，根据《深圳证券交易所 交易规则》的有关规定，属于股票交易异常波动的情形。 二、说明关注、核实情况 5、经查询，公司控股股东及实际控制人在本公司股票异常波动期间未买卖 公司股票； 针对公司股票交易异常波动，公司对有关事项进行了核查，并询问了公司控 股股东，现将有关事项说明如下： 6、经公司自查，公司不存在违反信息公平披露的情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，除公司已披露的信息外，公司目前没有任何根据深交所《股 票上市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商 谈、意向、协议等；董事会 ...

Group 1 - The core viewpoint is that in the medium to long term, the renovation of existing homes, urban renewal, and old transformation will become the mainstay of demand for consumer building materials [1] - Leading companies in the consumer building materials sector are accelerating adjustments to their sales strategies, with retail business scale continuously expanding [1] - As urban development shifts towards improving the quality and efficiency of existing stock, the market share of leading companies is expected to continuously increase [1] Group 2 - The renovation and building materials sector experienced a slight decline, closing at 18,668.49 points with a drop of 0.85% [3] - Individual stocks within the sector showed varying degrees of decline, with Topsolid closing at 32.59 yuan per share, down 8.46%, leading the decline [3] - Conversely, Yueshen Health led the gains in the sector, closing at 5.80 yuan per share with an increase of 10.06% [3]

Core Viewpoint - The renovation and building materials sector experienced growth, closing at 18,438.61 points with a rise of 2.02%, driven by several stocks in the sector showing significant price increases [1] Group 1: Stock Performance - Top performer in the renovation and building materials sector was Dinggu Jichuang, closing at 34.39 CNY per share with a gain of 19.99% [1] - Yangzi New Materials followed with a closing price of 4.57 CNY per share, also up by 19.99% [1] - Qinglong Pipeline Industries closed at 13.70 CNY per share, marking a rise of 10.04% [1] - On the downside, Yabo Co. led the declines with a closing price of 2.24 CNY per share, down by 5.08% [1] - ST Songfa closed at 95.10 CNY per share, down by 5.00% [1] - Wanli Stone closed at 44.85 CNY per share, with a decline of 4.78% [1] Group 2: Market Insights - Dongwu Securities reported that the transaction volume of second-hand homes has slightly exceeded expectations since the beginning of the year, indicating signs of stabilization [1] - Pilot programs for stock housing storage in cities like Shanghai are beneficial for the medium to long-term stabilization of the real estate market [1] - The performance of the real estate chain in the first half of 2026 is expected to remain relatively flat, although improvements in gross margin, expense ratio, and profit margin are anticipated for most companies [1] - After excessive competition leading to industry-wide losses for many products in the first half of 2025, industry consolidation is expected, with prices gradually recovering, potentially exceeding reasonable profit margins [1]

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector compared to the overall market performance [4][35]. Core Insights - The report emphasizes the expectation of a strong start in 2026, marking the beginning of the "14th Five-Year Plan," with a focus on stabilizing investment and enhancing profitability in the construction sector [6][19]. - Key sectors to watch include steel structure, chemical engineering, and cleanroom sectors, with specific companies highlighted for potential investment opportunities [6][19]. Industry Performance Summary - The construction industry saw a bi-weekly increase of +0.37%, outperforming the CSI 300 index which increased by +0.36% [6][7]. - The best-performing sub-sectors during this period were professional engineering (+2.47%), ecological landscaping (+1.99%), and design consulting (+1.04%) [10][15]. - Year-to-date, the top three sub-sectors are steel structure (+22.55%), professional engineering (+21.57%), and decorative curtain walls (+11.26%) [10][15]. Key Company Developments - Wenkai Co. won a landscape engineering project worth 0.51 billion yuan, representing 7.34% of its projected revenue for 2024 [21]. - China Chemical signed 593 contracts in January with a total value of 36.925 billion yuan, reflecting a year-on-year growth of 19.34% [21][26]. - Notable stock performances include Yabo Co. (+32.58%), Decai Co. (+31.75%), and Roman Co. (+27.27%) in the bi-weekly period [10][15]. Major Changes in the Industry - The Ministry of Transport outlined the development goals for the "14th Five-Year Plan," focusing on modernizing the comprehensive transportation system [19]. - The report highlights the importance of urban renewal and the optimization of local government special bond usage to stimulate private investment [19][21].

从资金流向上来看，当日山东国企改革板块主力资金净流出15.02亿元，游资资金净流入6.85亿元，散户 资金净流入8.18亿元。山东国企改革板块个股资金流向见下表： 证券之星消息，2月13日山东国企改革板块较上一交易日下跌2.13%，雅博股份领跌。当日上证指数报 收于4082.07，下跌1.26%。深证成指报收于14100.19，下跌1.28%。山东国企改革板块个股涨跌见下 表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - A-shares experienced significant movement with 39 stocks hitting the daily limit up and 8 stocks hitting the limit down on February 13 [1] - The autonomous driving and smart cockpit sectors saw a simultaneous rise, with Zhejiang Shibao, Xingmin Zhitong, and Qianli Technology reaching the limit up [1] - The advanced packaging concept also strengthened, with Yitian Co., Ltd. hitting the limit up [1] Group 2 - ST Cuihua faced a continuous decline with 4 consecutive limit down days, while *ST Jinglun and *ST Xiongmao experienced 2 consecutive limit down days [2] - Other companies such as Yabo Co. and Zhuolang Intelligent also hit the limit down [2]

Summary of Key Points from the Conference Call Industry Overview - The primary focus of the conference call was on the **computing hardware** sector, particularly in relation to overseas blockchain computing [1] Key Themes and Trends - **Strongest Market Lines**: - Computing hardware emerged as the strongest market line, with notable companies such as **Daiwei Technology** achieving a 4-board increase, **Te Fa Information** with a 3-board increase, and **Honghe Technology** and **Shandong Glass Fiber** both achieving a 2-board increase [1][1] - **Sector Performance**: - **Comic and Animation**: **Zhangyue Technology** saw a 4-board increase [1] - **Photovoltaics**: **Yabo Co., Ltd.** also achieved a 4-board increase [1] - **Chemicals**: **Meibang Co., Ltd.** recorded a 2-board increase [1] - **Non-ferrous Metals**: Companies like **Zhangyuan Tungsten Industry**, **Xianglu Tungsten Industry**, and **Jiang Tungsten Equipment** each saw a 2-board increase [1] Sector Breakdown - **Key Sectors**: - **Optical Communication**: Companies such as **Tianfu Communication**, **Taicheng Light**, **Juguang Technology**, **Zhishang Technology**, **Guangku Technology**, and **Huanxu Electronics** are highlighted [1] - **Liquid Cooling**: Companies including **Yimikang**, **Shenling Environment**, **Kechuang Xinyuan**, **Yingweike**, **Chuanrun Co., Ltd.**, **Dayuan Pump Industry**, **Yidong Electronics**, and **Feilong Co., Ltd.** are mentioned [1] - **Gas Turbines**: Key players include **Dongfang Electric**, **Yingliu Co., Ltd.**, **Boying Welding**, **Longda Co., Ltd.**, **Wanze Co., Ltd.**, **Weichai Power**, and **Jereh Co., Ltd.** [1] - **Electronic Fabrics**: Companies such as **Shandong Glass Fiber**, **Honghe Technology**, **China National Materials**, **China Jushi**, and **International Composites** are noted [1] - **Power Supply**: Companies like **Zhongheng Electric**, **Keshida**, **Oulutong**, **Jinpan Technology**, **Maigemi Te**, and **Hu塑科技** are included [1] Additional Insights - **Cloud Computing**: Companies such as **Daiwei Technology**, **Youke De**, **Beijing Online**, **Dongfang Guoxin**, **Qingyun Technology**, and **Litong Electronics** are highlighted as key players in the cloud computing sector [1] - **Tungsten Industry**: Companies like **Zhangyuan Tungsten Industry**, **Xianglu Tungsten Industry**, **Dongfang Tantalum**, and **China Tungsten High-tech** are mentioned as significant contributors to the non-ferrous metals sector [1] - **Semiconductors**: The sector is experiencing price increases, indicating potential investment opportunities [1]

证券日报网讯 2月12日，雅博股份发布公告称，公司股票连续二个交易日（2026年2月11日和2026年2月 12日）日收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的有关规定，属于股票 交易异常波动的情形。公司董事会确认，除公司已披露的信息外，公司目前没有任何根据深交所《股票 上市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等；董事 会也未获悉公司有根据深交所《股票上市规则》等有关规定应予以披露而未披露的、对公司股票及其衍 生品种交易价格产生较大影响的其他信息。公司前期披露的信息不存在需要更正、补充之处。 （文章来源：证券日报） ...

Group 1: Strong Stocks - As of February 12, the Shanghai Composite Index rose by 0.05% to close at 4134.02 points, the Shenzhen Component Index increased by 0.86% to 14283.0 points, and the ChiNext Index climbed by 1.32% to 3328.06 points [1] - A total of 70 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Yabo Co., Ltd. (002323), Decai Co., Ltd. (605287), and TeFa Information (000070) [1] - The top 10 strong stocks based on consecutive limit-up days and turnover rates include: - Yabo Co., Ltd. (4 consecutive limit-ups, turnover rate 15.9%) - Decai Co., Ltd. (4 consecutive limit-ups, turnover rate 20.7%) - TeFa Information (3 consecutive limit-ups, turnover rate 19.5%) [1] Group 2: Concept Sectors - The top three concept sectors with the highest gains are: China AI 50 (up 2.92%), Liquid Cooling Servers (up 2.86%), and Co-Packaged Optics (CPO) (up 2.7%) [2] - The top 10 concept sectors based on their percentage changes include: - F5G Concept (up 2.5%) - Optical Fiber Concept (up 2.44%) - Copper Cable High-Speed Connection (up 2.2%) - Nvidia Concept (up 2.14%) - Flexible DC Transmission (up 2.13%) - Automotive Chips (up 2.12%) - Pumped Storage (up 2.08%) [2]