证券代码：002565 证券简称：顺灏股份 公告编号：2026-007 上海顺灏新材料科技股份有限公司 关于对北京轨道辰光科技有限公司增资暨关联交易的 进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、交易概述 上海顺灏新材料科技股份有限公司（以下简称"公司"）于 2026 年 1 月 13 日召开第六届董事会第十二次会议，审议通过了《关于对北京轨道辰光科技有限 公司增资暨关联交易的议案》，同意公司向参股子公司北京轨道辰光科技有限公 司（以下简称"轨道辰光"或"标的公司"）增资 74,980,370.16 元，本次增资 完成后公司将持有轨道辰光的股权比例为 28.6800%，本次增资完成后不会导致 公司合并报表范围的变动。上述议案关联董事已回避表决，且已经第六届董事会 独立董事专门会议第二次会议及第六届董事会审计委员会第十次会议审议通过。 具体内容详见公司于 2026 年 1 月 14 日在《证券日报》和巨潮资讯网（www.cni nfo.com.cn）披露的《第六届董事会第十二次会议决议公告》（公告编号：202 6-003）《关于对北京轨道辰光科技有限 ...

Group 1 - The core point of the news is that Shunhao Co., Ltd. experienced a stock price increase of 5.47%, reaching 16.59 yuan per share, with a trading volume of 1.028 billion yuan and a turnover rate of 6.07%, resulting in a total market capitalization of 17.585 billion yuan [1] - Shunhao Co., Ltd. is located in Shanghai and was established on December 21, 2004, with its listing date on March 18, 2011. The company specializes in the research, production, processing, and sales of products such as vacuum aluminum-coated paper, composite film paper, white cardboard, printed materials, and cigarette polypropylene fiber bundles [1] - The main business revenue composition of Shunhao Co., Ltd. includes printed materials (48.07%), aluminum-coated paper (30.03%), other (supplementary) (8.51%), composite film paper (5.56%), others (3.93%), optical anti-counterfeiting film (2.02%), new tobacco (1.65%), and white cardboard (0.23%) [1] Group 2 - From the perspective of fund holdings, one fund under Southern Fund has a significant position in Shunhao Co., Ltd. The Southern CSI 2000 ETF (159531) held 82,500 shares in the fourth quarter, accounting for 0.21% of the fund's net value, making it the sixth-largest holding [2] - The Southern CSI 2000 ETF (159531) was established on September 7, 2023, with a latest scale of 725 million yuan. Year-to-date returns are 9.58%, ranking 1146 out of 5569 in its category; the one-year return is 42.01%, ranking 1397 out of 4295; and since inception, the return is 52.65% [2] - The fund manager of Southern CSI 2000 ETF (159531) is Li Jialiang, who has a cumulative tenure of 9 years and 194 days, managing total fund assets of 9.189 billion yuan, with the best fund return during his tenure being 195.56% and the worst being -29.58% [2]

Market Overview - The market experienced narrow fluctuations throughout the day, with the three major indices showing mixed results, while the Sci-Tech 50 Index rose nearly 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.11 trillion yuan, a decrease of 143.9 billion yuan compared to the previous trading day [1] - Over 3,100 stocks in the market declined [1] Sector Performance - The media sector led the market gains, with stocks such as Wanda Film, Reader Culture, and others hitting the daily limit [1] - The humanoid robot concept showed active performance, with Wanxiang Qianchao reaching the daily limit [1] - The PCB sector experienced a rally, with Nanya New Materials and Honghe Technology both reaching historical highs [1] - Conversely, the commercial aerospace sector saw declines, with Shunhao Co. hitting the daily limit down [1] - The consumer sector faced fluctuations and declines, with Hangzhou Jiebai hitting the daily limit down [1] Index Performance - At the close, the Shanghai Composite Index rose by 0.13%, the Shenzhen Component Index increased by 0.02%, while the ChiNext Index fell by 0.37% [1]

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with the top 20 stocks experiencing substantial withdrawals, highlighting potential concerns in the respective sectors [1][2][3] Group 1: Stock Performance and Capital Outflow - GCL-Poly Energy saw a capital outflow of 1.342 billion yuan, despite a price increase of 2.58% [2] - Lightway Technology experienced a capital outflow of 853 million yuan, with a decline of 1.71% [2] - Xinwei Communication had a capital outflow of 837 million yuan, with a drop of 3.66% [2] - Shanshan Co. faced an outflow of 827 million yuan, down 4.24% [2] - Tianfu Communication saw an outflow of 817 million yuan, with a decrease of 2.84% [2] - Zhongchao Holdings had a significant outflow of 780 million yuan, down 6.14% [2] - Contemporary Amperex Technology experienced a capital outflow of 701 million yuan, with a slight decline of 1.07% [2] - BlueFocus Communication saw an outflow of 687 million yuan, with a minor increase of 0.5% [2] - Aerospace Electronics faced an outflow of 679 million yuan, down 3.03% [2] - 360 Security Technology had a capital outflow of 672 million yuan, with a rise of 1.24% [2] - Western Materials experienced an outflow of 656 million yuan, down 6.78% [3] Group 2: Additional Stock Details - China Satellite had a capital outflow of 616 million yuan, with a decline of 1.79% [3] - Shunhao Co. faced an outflow of 604 million yuan, down 7.65% [3] - Aerospace Development saw an outflow of 584 million yuan, with a decrease of 4.48% [3] - Qianzhao Optoelectronics experienced an outflow of 538 million yuan, down 5.94% [3] - Wuzhou New Spring had a capital outflow of 524 million yuan, with an increase of 6.29% [3] - Robot Technology faced an outflow of 521 million yuan, down 5.81% [3] - Longi Green Energy saw an outflow of 507 million yuan, with a decline of 1.93% [3] - Kweichow Moutai experienced a capital outflow of 499 million yuan, down 1.45% [3] - JuLi Rigging faced an outflow of 475 million yuan, down 6.86% [3]

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with the top 20 stocks experiencing substantial withdrawals, highlighting potential concerns in investor sentiment and market dynamics [1][2][3] Group 1: Major Stocks with Capital Outflows - GCL-Poly Energy saw the largest outflow of -1.009 billion yuan, indicating a negative trend in the photovoltaic equipment sector [1][2] - Soshine Technology experienced an outflow of -679 million yuan, reflecting challenges in the electronic components industry [1][2] - 360 Security Technology had a capital outflow of -649 million yuan, suggesting potential issues in the software development sector [1][2] Group 2: Additional Stocks with Notable Withdrawals - Tianfu Communication faced an outflow of -561 million yuan, indicating pressures in the communication equipment sector [1][2] - Aerospace Development reported a capital outflow of -530 million yuan, which may reflect broader concerns in the aerospace and defense industry [1][2] - Kweichow Moutai experienced an outflow of -428 million yuan, raising questions about the performance in the liquor industry [1][3]

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, highlighting potential concerns in specific sectors and companies [1][2][3] Group 1: Stock Performance and Fund Flow - GCL-Poly Energy experienced a fund outflow of 1.151 billion yuan with a price increase of 3.77% [2] - Tianshu Communication saw a fund outflow of 816 million yuan with a price decrease of 4.65% [2] - Guangku Technology had a fund outflow of 763 million yuan and a price drop of 3.46% [2] - Shanshan Co. faced a fund outflow of 749 million yuan with a decline of 1.96% [2] - Western Materials reported a significant fund outflow of 735 million yuan and a price decrease of 8.52% [2] - Zhongchao Holdings had a fund outflow of 688 million yuan with a price drop of 6.05% [2] - BlueFocus Communication experienced a fund outflow of 666 million yuan and a price increase of 2.36% [2] - XW Communications saw a fund outflow of 665 million yuan with a price decrease of 4.11% [2] - 360 Security Technology had a fund outflow of 626 million yuan and a price increase of 1.94% [2] - Aerospace Development faced a fund outflow of 596 million yuan with a price drop of 5.67% [2] - China Satellite experienced a fund outflow of 539 million yuan with a price decrease of 2.37% [3] Group 2: Additional Stock Details - Aerospace Electronics had a fund outflow of 525 million yuan with a price drop of 3.98% [3] - Shunhao Co. reported a fund outflow of 518 million yuan and a significant decline of 9.67% [3] - Robot Technology faced a fund outflow of 496 million yuan with a price decrease of 6.67% [3] - Qianzhao Optoelectronics had a fund outflow of 491 million yuan and a price drop of 6.5% [3] - Yongding Co. experienced a fund outflow of 481 million yuan with a price decrease of 1.43% [3] - Julite Equipment reported a fund outflow of 476 million yuan and a price drop of 6.16% [3] - Shenghe Resources had a fund outflow of 463 million yuan with a price increase of 2.1% [3] - China Duty Free Group faced a fund outflow of 454 million yuan with a price decrease of 3.08% [3] - Wuzhou New Spring reported a fund outflow of 444 million yuan with a price drop of 2.04% [3]

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and the notable movements in specific sectors such as media and pharmaceuticals. Market Performance - The Shanghai Composite Index decreased by 0.02% to 4122.34, while the Shenzhen Component Index also fell by 0.02% to 14206.26. The ChiNext Index dropped by 0.14% to 3328.02, and the Sci-Tech Innovation Board Index rose by 0.19% to 1800.35 [4][12]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, with over 2800 stocks declining [6]. Sector Highlights - The media sector experienced significant gains, with multiple stocks such as Light Media and China Film hitting the daily limit, and Huace Film and Happiness Blue Sea rising over 15% [5][6]. - The innovative drug concept saw a surge, with stocks like Guangsheng Tang increasing by over 13% [6]. - The semiconductor sector also performed well, with stocks like Chipone Technology rising over 8% [10]. New Listings - Three new stocks were listed, with N Electric Technology opening at a remarkable increase of 750.05% on its first day [11]. Other Market Movements - The precious metals, shipping, and liquor sectors showed weakness, contrasting with the strong performance of the media and innovative drug sectors [5][6].

Core Viewpoint - The company announced that its affiliated company, Beijing Guidao Chengguang Technology Co., Ltd., has completed the development of its first experimental satellite, "Chengguang No. 1," but the launch has not yet occurred due to various influencing factors [1] Group 1 - The first generation experimental satellite "Chengguang No. 1" has been developed [1] - The launch of the satellite is subject to uncertainties influenced by weather, environmental conditions, rocket products, opinions from the launch site management, and regulatory and safety reviews [1]

Group 1: Company Overview - The company is Shanghai Shunhao New Materials Technology Co., Ltd. with stock code 002565 [1] - The investor relations activity took place on February 9, 2026, from 15:00 to 17:00 [2] Group 2: Key Business Activities - The company discussed its overall business situation, including its investment in Beijing Orbit Chenguang Technology Co., Ltd. [2] - The company holds a 19.30% stake in Beijing Orbit Chenguang, having invested 110 million RMB in June 2025 [3] Group 3: Project Updates - The first experimental satellite "Chenguang No. 1" has been developed but has not yet been launched due to various factors affecting the launch schedule [2] - The company is unable to disclose the valuation of Orbit Chenguang due to commercial confidentiality [3] Group 4: Technical Advantages - Orbit Chenguang has competitive advantages in satellite technology, including higher energy module photoelectric conversion efficiency and enhanced heat dissipation capabilities [3] Group 5: Future Plans - The company plans to increase its investment in Orbit Chenguang by approximately 74.98 million RMB, which will not change the scope of the consolidated financial statements [3] - There are no further arrangements regarding the appointments of Zhang Shancun and Zhang Zheyu within the company at this time [3]

Group 1 - The article highlights that the most economically beneficial application of AI is in space, as it becomes the only long-term scalable computing power carrier due to ground electricity bottlenecks [5] - The demand for computing power is experiencing exponential growth, while global electricity production, excluding China, is stagnating [5] Group 2 - Key companies involved in core computing and operational energy support include Qianzhao Optoelectronics, Shunhao Co., and Zhongke Xingtou [6] - Companies in the computing chip sector include Hangyu Micro, Guangxun Technology, and Beijing Junzheng [6] - Infrastructure and manufacturing companies mentioned are Tianyin Electromechanical, Ruantong Power, and Lingyi Zhi Manufacturing [6]