Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Insights - The semiconductor industry is leading growth, with smart devices supporting "new quality productivity" as a clear example of China's economic transition towards high-quality development. The growth in these sectors is driven by technological innovation and improvements in total factor productivity [27][30]. - The report highlights the strong demand for high-performance memory driven by AI servers and new generation PCs, indicating that the storage chip industry is entering a new upcycle [24][29]. Summary by Sections Market Overview - The Shanghai Composite Index fell by 0.44% to 4117.95 points, while the Shenzhen Component Index decreased by 1.62% to 14205.89 points during the week of January 26 to February 1, 2026. The three major indices showed slight fluctuations but remained above the 10-day moving average, indicating strong short-term support [1][7]. Industry Data Tracking - Global smartphone shipments reached 336 million units in Q4 2025, marking a year-on-year growth of 2.28%. However, China's smartphone shipments saw a significant decline of 29.4% year-on-year in December 2025 [18]. - Global semiconductor sales reached $75.3 billion in November 2025, reflecting a year-on-year growth of 29.8% [21][22]. - The storage chip industry is experiencing a strong upward trend in DRAM prices since June 2025, driven by robust demand from AI servers and data centers [24]. Investment Recommendations - The report suggests focusing on technology-intensive sectors like smart consumer devices and semiconductors, which are becoming core drivers of economic growth. It emphasizes the importance of domestic semiconductor companies that have made breakthroughs in design, manufacturing, and equipment [27][30]. - The report recommends paying attention to domestic equipment and materials companies that have entered the mainstream chip manufacturing supply chain, as they are crucial to China's self-sufficiency strategy in the semiconductor industry [30][29]. Industry News - Alibaba's Tsinghua Unigroup launched its high-end AI chip "Zhenwu 810E," which has been deployed in various applications, showcasing advancements in domestic chip technology [30][31]. - Two semiconductor companies announced price increases for their chips due to supply constraints and rising costs, indicating a tightening market [32][33]. - The semiconductor industry chain achieved significant profit growth, with integrated circuit manufacturing profits increasing by 172.6% in 2025 [34].

责任编辑：小浪快报 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 02月03日消息，截止13:50，光纤光缆板块走强，杭电股份涨停，致尚科技、通鼎互联、光库科技、远 东股份、永鼎股份、烽火通信等个股涨幅居前。 ...

Market Overview - A-shares experienced a significant decline on February 2, with the Sci-Tech 50 index dropping by 3.88%, while the Shanghai Composite, Shenzhen Component, and ChiNext indices all fell by over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.58 trillion yuan, a decrease of approximately 250.7 billion yuan from the previous day [1] - There was a stark contrast in individual stock performance, with only 738 stocks rising and 4,395 stocks declining [1] - Net capital outflow exceeded 100 billion yuan, with the power grid equipment sector seeing the highest net inflow, while the semiconductor sector experienced the most significant net outflow [1] Hot Stocks - The top ten popular stocks included Liou Co., Zhongchao Holdings, Baobian Electric, and others, with varying degrees of market interest [2] Company Insights - Liou Co. gained market attention due to its alignment with multiple hot topics, including AI applications and social media concepts, leading to a turnaround in performance [3] - Zhongchao Holdings benefited from its involvement in commercial aerospace and high-voltage projects, enhancing its market position [3] - Baobian Electric's stock price increase was driven by favorable policies and industry trends, with significant revenue and profit growth reported [3] - Baiyin Nonferrous Metals' stock fluctuations were influenced by rising international precious metal prices and strategic moves to strengthen its gold industry chain [4] - Zhejiang Wenlian's positive performance was attributed to solid advancements in AI marketing and confidence from major shareholders [5] - TBEA's success stemmed from its alignment with national investment policies and a strong order backlog in the high-voltage sector [5] - China Western Power's stock was supported by policy benefits and its leading position in the high-voltage market, with robust revenue growth [5] - Tongding Interconnection's performance was bolstered by the rising sentiment in the optical communication industry and strategic adjustments within the company [6]

责任编辑：小浪快报 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 02月02日消息，截止13:35，光纤光缆板块活跃，通鼎互联、杭电股份、汉缆股份涨停，通光线缆、长 飞光纤等个股涨幅居前。 ...

上周五，上证指数跌0.96%报4117.95点，深证成指跌0.66%报14205.89点，创业板指逆势涨1.27%报3346.36点； 沪深两市2360股上涨、2703股下跌，合计成交2.84万亿元，较前一日缩量约3944.71亿元。资金方面，通信设备 主力净流入65.34亿元居首，有色金属（核心股）净流出100.49亿元最多；题材上，转基因（4.19%）、光纤概念 （核心股）（3.94%）等涨幅领先且多股涨停，白银（核心股）（-10%）、贵金属（-8.92%）板块领跌。 天奇股份受到关注的核心在于机器人（核心股）">人形机器人（核心股）和锂电池（核心股）回收两大业务领 域的实质性进展。在人形机器人方面，公司与优必选的合资项目已有产品进入比亚迪、极氪工厂实际应用，并 此外，湖南黄金、湖南白银（核心股）、太极实业、百川股份、洲际油气等也热度靠前。 今日，A股十大人气热股如下：特变电工、红宝丽、利欧股份、天地在线、通鼎互联、蓝色光标、天奇股份、白 银（核心股）有色、农发种业、亨通光电。 特变电工受到市场关注的核心在于其作为电力设备领域龙头企业的综合优势。公司深耕行业数十年，拥有持续 高增长的业绩表现和充足的订单储 ...

证券日报网讯 2月1日，通鼎互联发布公告称，公司股票于2026年1月28日至2026年1月30日连续三个交 易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》等相关规定，以上情形属于 股票交易异常波动的情形。公司前期披露的信息不存在需要更正、补充之处；公司未发现近期公共传媒 报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息。 （编辑 姚尧） ...

通鼎互联发布异动公告，公司股票于2026年1月28日至2026年1月30日连续三个交易日收盘价格涨幅偏离 值累计超过20%。经核实，公司前期披露信息无需更正补充，近期无影响股价的未公开重大信息，目前 经营情况正常，不存在应披露而未披露的重大事项，控股股东及实际控制人在异动期间未买卖公司股 票，不存在违规公平披露情形。公司已于2026年1月31日披露《2025年度业绩预告》，预计2026年4月29 日披露《2025年年度报告》，敬请广大投资者理性投资，注意风险。声明：市场有风险，投资需谨慎。 本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

证券代码：002491 证券简称：通鼎互联 公告编号：2026-009 通鼎互联信息股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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 通鼎互联信息股份有限公司（以下简称"公司"）股票（证券简称：通鼎互 联，证券代码：002491）于2026年1月28日至2026年1月30日连续三个交易日收盘 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》等相关规定， 以上情形属于股票交易异常波动的情形。 二、公司关注并核实相关情况 针对公司股票交易的异常波动，公司董事会对公司、控股股东和实际控制人 就相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 4、公司、控股股东及实际控制人不存在关于本公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5、公司控股股东及实际控制人在本公司股票交易异常波动期间未买卖本公 司股票； 6、公司不存在违反公平信息披露规 ...

通鼎互联公告称，公司股票于2026年1月28日至1月30日连续三个交易日收盘价格涨幅偏离值累计超过 20%，属于异常波动。公司核实，前期披露信息无需更正补充，未发现影响股价的重大未公开信息，经 营正常，内外部环境无重大变化，控股股东及实控人无应披露而未披露事项，异常波动期间未买卖股 票，无违反公平信息披露规定情形。公司2025年度业绩预告暂无修正情况，预计4月29日披露年报。 ...

经济观察网通鼎互联（002491）公告，预计2025年度净利润亏损8000万元–1.1亿元，上年同期为盈利 7732.68万元。本报告期扣除非经常性损益后的净利润同比下降，主要原因为：(1)2025年下半年公司主 要的原材料铜价格涨幅较大导致产品生产成本增加和毛利率下降；(2)因下游客户需求放缓等原因，通 信电缆销售收入有所下降。 ...