Group 1 - The Ministry of Commerce announced that starting from February 13, 2026, it will impose countervailing duties on imported dairy products originating from the EU to maintain fair competition in the domestic dairy market [2][17] - The People's Bank of China will conduct a 1 trillion yuan reverse repurchase operation on February 13, 2026, to ensure liquidity stability ahead of the Spring Festival [3][18] - The stock price of domestic large model company Zhipu has doubled in four days, with a market value exceeding 179 billion HKD, driven by the release of its flagship model GLM-5 and strong demand [4][20] Group 2 - The company Yuhua Development is accepting 177 residential units as debt repayment to recover 241 million yuan in group purchase tail payments, with a planned public sale price of 251 million yuan [5][21] - In the US stock market, popular Chinese concept stocks experienced a collective decline, while storage concept stocks like Seagate Technology saw significant gains [6][22] - Nuveen, a US asset management giant, announced the acquisition of UK-based Schroders for approximately 13.5 billion USD, which will create a combined asset management scale of nearly 2.5 trillion USD [24] Group 3 - On February 12, A-shares saw a collective rise, with market turnover exceeding 2.16 trillion yuan, driven by strong interest from institutions and northbound funds in sectors like liquid cooling servers and CPO [8][25] - Several companies with significant recent stock price increases issued risk warnings, clarifying that their main businesses had not undergone major changes [9][26] - The stock prices of companies in the computing power hardware sector have surged over 100%, driven by macro policies supporting "AI+" and increased demand for computing power [10][27] Group 4 - High-end electronic fabric prices have been rising sharply due to increased demand from AI chip production, with leading companies raising prices by over 10% [11][28] - Xiamen Tungsten Industry plans to acquire a 39% stake in Jiujiang Dadi to enhance its tungsten resource reserves and reduce supply chain risks [15][34] - The investment landscape for global power grids is improving, with Chinese power equipment companies accelerating their overseas expansion due to aging infrastructure in developed countries [31]

而在公司股价疯涨期间，杨建忠、巨力集团等股东频频质押股权，长期套现金额更是远超过公司上市以 来的利润。 公司亲自"拆台"，澄清假消息 巨力索具的公告，主要讲了两点，一是之前网传流传的言论都是假的，公司从来没有接受过采访说那些 话。 具体包括，称公司是"商业航天的新龙头"、"火箭回收龙头"、"文章将巨力索具指认为A 股唯一被官方 实锤，为该技术提供核心产品的上市公司，是火箭回收网的直接缔造者。"等等。 作者 | 刘一 编辑 | 张恺翀 2月12日，最近爆火的巨力索具一字跌停，股价报收17.15元/股，跌幅10.02%。 一切因它昨晚发了一则澄清公告，撇清了"商业航天的新龙头"、"火箭回收龙头"等亮眼头衔。这只不到 2个月，股价狂飙3倍的妖股，熄火了。 | 近日,公司关注到有关媒体在网络上流传关于巨力索具股份有限公司(以下 | | --- | | 简称"公司"）的不实言论,称公司是"商业航天的新龙头"、"火箭回收龙头"、 | | "文章将巨力索具指认为-A 股唯一被官方实锤,为该技术提供核心产品的上市公 | | 司,是火箭回收网的直接缔造者。"、"中标了4.58亿的海南火箭海上回收系统 | | 项目"、"航天领域 ...

证券代码：002342 证券简称：巨力索具 公告编号：2026-013 1 巨力索具股份有限公司 关于实际控制人股份质押的公告 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。 一、本次质押基本情况 巨力索具股份有限公司（以下简称"公司"）于 2026 年 2 月 12 日接到公司 实际控制人杨建忠先生函告，杨建忠先生将持有的部分公司无限售条件流通股份 质押给重庆国际信托股份有限公司，公司现将具体情况公告如下： （一）股份质押的基本情况 | 股东 | 是否为第 一大股东 | | 是否 | 是否为 | 质押起始 | | 质押到期 | | | 占其所 | 占公司 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 及其一致 | 本次质押数量 | 为限 | 补充质 | 日 | | 日 | | 质权人 | 持股份 | 总股本 | | | 行动人 | | 售股 | 押 | | | | | | 比例 | 比例 | | 杨建忠 先生 | 是 | 股 9,800,0 ...

Market Overview - The A-share market showed overall strength in the morning session, with AI hardware and power grid equipment sectors leading the gains, driving the performance of the ChiNext and Sci-Tech Innovation Board indices [1] - As of the midday break, the Shanghai Composite Index was at 4137.06 points, up 0.12%; the Shenzhen Component Index rose by 0.81%; the ChiNext Index increased by 1.18%; and the Sci-Tech Innovation Index was up by 0.93% [1] Sector Performance - The AI hardware sector experienced significant growth, with companies like Tianfu Communication reaching a historical high, increasing over 13% during the session, bringing its market capitalization to 250.3 billion yuan [3] - The liquid cooling server concept saw a surge, with stocks such as Chuanrun Co., Ningbo Jingda, Bojie Co., and Dayuan Pump Industry hitting the daily limit [5] Notable Stocks - Tianfu Communication (CPO leader) achieved a new historical high, with a market value of 250.3 billion yuan [3] - The top gainers included Youkede-W (+20.01%), Fangsheng Co. (+17.19%), and Shenling Environment (+16.48%) [7] Company News - Vertiv, a liquid cooling supplier for NVIDIA, reported strong earnings, with Q4 2025 EPS at $1.36, exceeding expectations, and a 252% year-over-year increase in order volume [8] - Following this, Vertiv's stock jumped 24.49% to reach a historical high [8] Industry Insights - Amazon raised its 2026 capital expenditure forecast to $200 billion, a more than 50% increase from $131 billion in 2025, while Alphabet projected its capital expenditure to be nearly double that of 2025 [11] - Analysts suggest that the outlook for capital expenditures from major tech companies like Amazon, Google, and Meta is expected to benefit the AI core computing hardware sector, recommending a focus on NVIDIA and related industries [11] Company Specific Issues - Juyi Suoju (002342) faced a "limit down" situation, with over 1.35 million shares on the sell limit, corresponding to over 2.3 billion yuan in sell orders, following false media reports about its involvement in commercial aerospace [12][15] - The company clarified that it had not made any statements regarding the claims of being a leader in commercial aerospace and reported minimal revenue from this sector [15][16]

Core Viewpoint - The stock of Jushi Holdings faced significant selling pressure, resulting in a 10.02% drop to 17.15 CNY per share, with a trading volume exceeding 3.7 billion CNY, amidst false media claims regarding its involvement in commercial aerospace projects [1] Group 1: Company Announcement - Jushi Holdings issued a statement denying false media reports that labeled it as a "new leader in commercial aerospace" and claimed it secured a 458 million CNY project for rocket recovery [1] - The company clarified that it has not engaged with any media or individuals regarding these claims and has not made any statements about them [1] - Jushi Holdings emphasized that its main products are general lifting slings, which have universal applications, and it has not signed any contracts for the 458 million CNY project or accumulated orders exceeding 200 million CNY [1] Group 2: Market Reaction - Following the announcement, the stock price of Jushi Holdings remained at a one-sided drop limit, with over 1.22 million sell orders [1] - The company noted that its stock price has significantly deviated from its fundamental value, indicating a risk of irrational market speculation and potential for a rapid price decline [1] - Investors were advised to approach trading with caution due to the heightened market emotions and risks involved [1]

Market Overview - The A-share market showed a fluctuating upward trend in early trading, with the Shanghai Composite Index rising by 0.12% to 4137.06 points, the Shenzhen Component Index increasing by 0.81% to 14274.93 points, and the ChiNext Index up by 1.18% to 3323.56 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.33 trillion yuan, with over 2700 stocks rising [1] Sector Performance - The electric power sector surged due to favorable policies, with stocks like Yunnan Power and South Grid Energy seeing significant gains [2] - The AI hardware sector continued its strong performance, with companies like Dazhi Technology achieving a four-day consecutive rise [2] - The CPO (Optical Module) concept saw renewed strength, with Tianfu Communication and other stocks rising over 10% [2] - The small metals sector, particularly nickel and cobalt, experienced a rally, with stocks like Pengxin Resources and Shengtun Mining hitting the daily limit [3] Notable Stocks - Jili Rigging, a key player in the commercial aerospace sector, faced a one-sided drop limit with over 1.2 billion yuan in sell orders, following a clarification announcement regarding its project orders [4] - The AI application sector saw some adjustments, with high-position software stocks under pressure [4] Institutional Insights - Institutions expressed differing views on the market's early trading volume and fluctuations, with some suggesting that structural opportunities still exist despite the market's consolidation phase [5] - Concerns were raised about the potential for short-term adjustments and profit-taking pressures as the Spring Festival approaches [5] - Long-term perspectives indicate that commodities may remain a preferred investment direction, with precious metals and industrial metals expected to benefit from improving fundamentals [5]

Core Viewpoint - The stock of Juyi Rigging (002342.SZ) experienced a significant drop of 10.02% after a surge of 162.9%, indicating a disconnection between the stock price and the company's fundamentals, with risks of irrational market speculation [1][2]. Group 1: Company Performance and Stock Information - Juyi Rigging's stock price fell to 17.15 yuan per share after a previous rise, highlighting volatility in its trading [1]. - The company reported a 162.9% increase in stock price from December 1, 2025, to February 11, 2026, with multiple instances of abnormal trading fluctuations [1]. - As of February 11, 2026, the company's static price-to-earnings ratio was -390.57, and the price-to-book ratio was 7.51, significantly higher than the industry averages of 46.29 and 3.38, respectively [2]. Group 2: Clarification of Misleading Information - Juyi Rigging issued a statement clarifying that it has not engaged with any media regarding claims of being a leader in commercial aerospace or having significant contracts, such as a 4.58 billion yuan project [2]. - The company confirmed that its primary products are general lifting rigging products, and it has not secured any orders exceeding 2 billion yuan in the aerospace sector [2]. - The total orders in the commercial aerospace sector amounted to 996.51 thousand yuan for 2025, with a minimal impact on the company's overall revenue [2]. Group 3: Company Background - Juyi Rigging was established in 1985 and is recognized as a large-scale, comprehensive manufacturer of rigging products in China, having been listed on the Shenzhen Stock Exchange since January 26, 2010 [3].

Market Overview - On February 12, A-shares opened slightly higher, with the Shanghai Composite Index and Shenzhen Component Index up by 0.12%, and the ChiNext Index up by 0.3% [1] - The market showed divergence, with the Shanghai Index experiencing a "V-shaped" reversal and the ChiNext Index rising by 1% [1] Strength in Computing Hardware Stocks - Computing hardware stocks, including optical modules and chips, saw significant gains, with Taicheng Light (300570) rising over 16% [2] - Other notable gainers included Tianzi Communication (300394) up by 12.47%, and Guangku Technology (300620) up by 10.19% [3] Liquid Cooling Server Concept Stocks - Liquid cooling server concept stocks also performed well, with Yimikang (300249) and Kexin Innovation Source (300731) both rising over 10%, and Yingweike (002837) hitting the daily limit [4] Small Metal Concept Stocks - Small metal concept stocks remained active, with Zhangyuan Tungsten Industry (002378) hitting the daily limit, and other stocks like Xianglu Tungsten Industry (002842) and Pengxin Resources (600490) seeing significant increases [6] Media Sector Decline - The media sector continued to decline, with stocks like Rongxin Culture (301231) and Light Media falling over 10% [8] - Other notable declines included Huayi Brothers (300027) and China Film (600977), both experiencing significant drops [8] Banking Sector Weakness - The banking sector showed overall weakness, with banks like Chongqing Bank (601963) and Xiamen Bank (601187) dropping over 2% [10] Giant Lifting Equipment Company Incident - Giant Lifting Equipment (002342) opened with a significant sell-off, hitting a daily limit down of 10.02% with over 1.22 million shares sold [11] - The company faced scrutiny due to false media reports claiming it was a leader in commercial aerospace and had secured a 4.58 billion yuan project, which it denied [13]

Group 1: Market Performance - The computing power leasing concept has seen significant gains, with Dawi Technology (600589) achieving four consecutive trading limits and Meili Cloud recording two trading limits in three days [1][2] - As of February 12, the Shenzhen Component Index rose by over 0.5% and the ChiNext Index increased by over 1% [1][2] Group 2: Company Announcements - UCloud announced a price increase for its products and services effective March 1, 2026, due to significant and structural increases in core hardware procurement costs amid global supply chain disruptions [4][13] - The Ministry of Industry and Information Technology issued a notice on February 6, 2026, regarding the construction of national computing power interconnection nodes, aimed at improving the efficiency and service level of public computing resources [4][13] Group 3: Industry Trends - Major domestic internet companies are increasing efforts to attract users to AI applications, which is expected to significantly boost the number of active users in AI applications [5][14] - The demand for AI applications is driving growth in the domestic computing power industry chain, presenting key development opportunities [5][14] Group 4: Supply Chain Dynamics - Recent reports indicate that the surge in demand for AI chips has led to a tightening supply of T-type glass fiber cloth, with major supplier Nitto Denko planning to triple its production capacity by 2028 [7][17] - Nitto Denko anticipates raising prices by up to 25% due to the supply-demand gap, which may impact the prices of end products like smartphones and laptops [7][17] Group 5: Company Clarifications - Jili Rigging issued a statement addressing false media claims regarding its status as a leader in commercial aerospace, clarifying that its primary products are general lifting rigging products and that it has not signed significant contracts in the aerospace sector [9][20][21] - The company reported minimal revenue from commercial aerospace orders, with amounts being less than 0.50% of its total revenue for 2025 [9][21]

Market Overview - The three major indices opened higher, with the Shanghai Composite Index up 0.12%, the Shenzhen Component Index up 0.12%, the ChiNext Index up 0.30%, and the Sci-Tech Innovation Index up 0.43% [1] - The Hang Seng Index opened slightly lower, down 0.2%, and the Hang Seng Technology Index fell by 0.47% [4] Sector Performance - Sectors such as fiberglass, cloud computing, and semiconductors saw significant gains [2] - The film and television sector, particularly cultural media concepts, continued to decline, with Hengdian Film (603103) hitting the daily limit down [2] Company Specifics - Jili Sogou (002342), a key stock in the commercial aerospace sector, opened with a daily limit down, with a sealed order amount exceeding 1.2 billion yuan [2] - Jili Sogou announced that it has not signed a 458 million yuan project in Hainan, and its total order amount in the commercial aerospace field for 2025 is 996.51 thousand yuan [2]