Market Overview - A-shares experienced narrow range consolidation with mixed performance across the three major indices, as the trading volume in the Shanghai and Shenzhen markets fell below 2 trillion yuan for the first time in 31 trading days, with over 3,200 stocks declining [1][19] - The market saw a return of funds to "price increase" themes, with prices of rare earths, tungsten, molybdenum, tin, and antimony rising [1][23] Sector Performance Non-ferrous Metals - The non-ferrous ETF Huabao (159876) rose by 2.29%, with a trading volume of 89.8 million yuan, marking an 80% increase in trading activity [1][20] - Significant inflows into the non-ferrous metals sector, with over 13.7 billion yuan in main funds entering, making it the top sector in terms of capital inflow [22] - Key stocks in the small metals sector, such as Xiamen Tungsten and Jinchuan Group, saw gains exceeding 7% [22] Chemical Sector - The chemical ETF (516020) surged by 2.19%, with a peak increase of 3.02% during the trading session, reflecting strong market momentum [8][26] - The chemical sector attracted 13.8 billion yuan in main funds, ranking second among all sectors [11] - Notable stock performances included New Zhonbang, which surged by 8.16%, and Tongkun Co., which rose by 7.82% [9][26] Hong Kong Market - The Hong Kong market showed signs of recovery, with the Hong Kong Stock Connect Automotive ETF Huabao (520780) gaining 1.6% for four consecutive days [1][21] - The Hong Kong Internet ETF (513770) rose nearly 1%, driven by the performance of major internet companies [1][21] Investment Insights - Analysts suggest that the recent adjustments have released certain risks, and upcoming events and the "Spring Festival effect" may create a favorable environment for market recovery [1][20] - Key investment themes include TMT (Technology, Media, and Telecommunications), high-end manufacturing, and price increase chains [1][20] - The Hong Kong Internet ETF is expected to highlight the value of AI core assets as new AI-related companies enter the market [2][21]

Group 1 - Unisplendour Corporation has decided to terminate its plan to issue H-shares and list on the Hong Kong Stock Exchange due to strategic development considerations [2] - Yuandong Biotech is participating in a follow-up procurement for 13 products, with expected sales revenue of approximately 651 million yuan in 2024, accounting for 48.25% of total revenue [3] - Blue Lithium has terminated its participation in the GreenMei Indonesia project due to strategic adjustments by GreenMei, with no significant impact on its operations [4] Group 2 - Jinhaitong plans to invest up to 400 million yuan in the construction of a semiconductor equipment manufacturing center in Shanghai, covering an area of 55,000 square meters [5] - Kaiying Network's subsidiary has signed a settlement agreement with Legend IP, which is expected to positively impact profits by approximately 200 million yuan [6] - Newray plans to acquire 70% of PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position in the PCB tool sector [7] Group 3 - Longbai Group intends to acquire a 5.46% stake in Yunnan Guotai for 234 million yuan [8] - Dawi Technology's Zhangbei data center project is set to be completed by October 2025, primarily providing customized standard data center environments [9] Group 4 - Guobang Electronics reported a net profit of 508 million yuan for 2025, a year-on-year increase of 4.72%, despite a revenue decline of 7.92% [11] - Daotong Technology achieved a net profit of 935 million yuan in 2025, reflecting a significant year-on-year growth of 45.89% [12] - Jingchen Co. reported a net profit of 871 million yuan for 2025, with a growth of 6% year-on-year [13] Group 5 - Qizhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan to implement an employee stock ownership plan [17] - Keri Technology's shareholders plan to reduce their holdings by a total of up to 3.13% of the company's shares [19] Group 6 - Roman Co. signed a 260 million yuan contract for a wind power project, with the company’s share of the contract amounting to approximately 190 million yuan [21] - Zhongke Haixun is expected to win projects totaling approximately 288 million yuan [22] - Shan Jian Co. won four construction projects with a total value of 4.834 billion yuan [23]

Group 1 - Longbai Group held its 27th meeting of the 8th board of directors on February 10, 2026, using a combination of remote and in-person voting [1] - The meeting reviewed documents including a proposal regarding guarantees for subsidiary companies [1] Group 2 - A new Chinese video model, referred to as "the strongest on earth," can generate 15-second videos for commercial delivery using just a few prompt words, leading to a surge in film-related stocks [1]

Core Viewpoint - Longbai Group plans to apply for the registration and issuance of short-term financing bonds totaling up to RMB 2 billion, aimed at supplementing working capital, repaying bank loans, and other compliant uses [1] Group 1 - The total amount of the short-term financing bonds to be issued is not more than RMB 2 billion, including the full amount [1] - The funds raised will be used for various purposes, including but not limited to enhancing the company's liquidity and repaying bank loans [1]

证券代码：002601 证券简称：龙佰集团 公告编号：2026-006 龙佰集团股份有限公司 关于调整下属子公司股权结构的公告 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。 龙佰集团股份有限公司（以下简称"公司"）于 2026 年 2 月 10 日召开的第八 届董事会第二十七次会议，审议通过了《关于调整下属子公司股权结构的议案》， 具体内容公告如下： 一、股权调整概述 为了进一步实现业务聚焦，提升专业化经营水平，提高运营效率，公司拟调 整下属子公司股权结构，公司拟收购控股子公司龙佰禄丰钛业有限公司（以下简 称"龙佰禄丰"）持有的云南国钛金属股份有限公司（以下简称"云南国钛"）5.46% 股权，交易对价 23,400 万元。本次股权调整后，龙佰禄丰不再持有云南国钛股 权。 10、龙佰禄丰不是失信被执行人。 （二）标的公司基本情况 1、公司名称：云南国钛金属股份有限公司 2、统一社会信用代码：91532300MA6P5G837X 本次调整下属子公司股权结构不构成关联交易，亦不构成《上市公司重大资 产重组管理办法》规定的重大资产重组，不会导致公司合并财务报表范围发 ...

证券代码：002601 证券简称：龙佰集团 公告编号：2026-005 龙佰集团股份有限公司 关于拟发行短期融资券的公告 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。 龙佰集团股份有限公司（以下简称"公司"）于 2026 年 2 月 10 日召开的第八 届董事会第二十七次会议，审议通过了《关于拟发行短期融资券的议案》，具体 内容公告如下： 为拓宽融资渠道、优化融资结构、降低融资成本，公司拟向中国银行间市场 交易商协会申请注册发行短期融资券，发行总额不超过人民币 20 亿元（含 20 亿元），主要情况如下： 一、本次拟发行短期融资券的基本情况 1、发行主体：龙佰集团股份有限公司； 3、发行期限：拟发行短期融资券的期限为每期最长不超过 1 年； 4、发行时间：根据实际资金需求情况在注册有效期内择机一次或分期发行； 5、担保方式：无担保； 6、发行利率：以公司的实际资金需求为准，根据市场利率波动情况择机发 行，以获得最优市场利率； 7、发行对象：全国银行间债券市场的投资者（国家法律、法规禁止的购买 者除外）； 8、发行方式：由主承销商以余额包销的方式承销本次短期融 ...

证券代码：002601 证券简称：龙佰集团 公告编号：2026-003 龙佰集团股份有限公司 关于公司股东股份质押及解除质押的公告 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。 近日，龙佰集团股份有限公司（以下简称"公司"）接到公司控股股东、实 际控制人、副董事长许冉女士的通知，获悉其所持有的本公司部分股份办理了质 押及解除质押。具体事项如下： | 股东 | 是否为控股股 东或第一大股 | 本次质押数 | 占其所 持股份 | 占公 司总 | 是否为 | 是否 为补 | 质押起始 | 质押到期 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 东及其一致行 动人 | 量（股） | 比例 (%) | 股本 比例 (%) | 限售股 | 充质 押 | 日 | 日 | 质权人 | 用途 | | | | | | | | | | | 华泰证券 | 置换 存量 | | 许冉 | 是 | 100,743,000 | 20.15 | 4.23 | 是，高管 锁 ...

证券代码：002601 证券简称：龙佰集团 公告编号：2026-007 龙佰集团股份有限公司 关于为下属子公司担保的公告 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。 特别提示： 截至本公告披露日，公司及控股子公司提供担保额度已超过公司最近一期经 审计净资产 100%，担保余额超过公司最近一期经审计净资产 50%。 特此提醒投资者充分关注担保风险。 龙佰集团股份有限公司（以下简称"公司"）于 2026 年 2 月 10 日召开的第八 届董事会第二十七次会议审议通过了《关于为下属子公司担保的议案》，现将相 关事项公告如下： 根据《证券法》《公司法》《上市公司监管指引第 8 号——上市公司资金往 来、对外担保的监管要求》《深圳证券交易所股票上市规则》和《公司章程》的 有关规定，公司拟为下属子公司提供总额为 10 亿元的融资担保，具体情况如下： 一、担保情况概述 1、公司拟为全资子 LB ADVANCED MATERIAL ASIA SDN. BHD.（以下简 称"马来西亚子公司"）提供不超过 5 亿元人民币（或等额美元）的银行融资担保； 2、公司拟为全资子 LB ...

龙佰集团股份有限公司 独立董事认为： （1）公司为下属子公司担保主要为满足公司下属子公司的融资需求，有助 于促进下属子公司筹措资金和资金良性循环，符合其经营发展合理需求及公司落 实海外发展战略； （2）公司为下属子公司提供担保的财务风险处于可控的范围之内，不存在 与中国证监会相关规定及《公司章程》相违背的情况； （3）本次担保事项履行了必要的审议程序，决策程序合法、有效，符合有 关法律法规的规定； （4）本次担保风险可控，符合公司整体利益，可为股东创造良好回报，不 存在损害公司和全体股东，尤其是中小股东利益的情形，故同意公司为下属子公 司提供担保。经综合考虑，独立董事同意将该议案提交公司董事会审议。 表决结果：同意 3 票，反对 0 票，弃权 0 票，回避 0 票。 2026 年第一次独立董事专门会议决议 一、独立董事专门会议召开情况 龙佰集团股份有限公司（以下简称"公司"）2026 年第一次独立董事专门 会议于 2026 年 2 月 10 日（周二）以通讯表决与现场表决相结合的方式召开。本 次独立董事专门会议通知已于 2026 年 2 月 5 日以书面送达或电子邮件的方式发 送至各位独立董事。本次会议应出席 ...

格隆汇2月11日丨龙佰集团(002601.SZ)公布，为拓宽融资渠道、优化融资结构、降低融资成本，公司拟 向中国银行间市场交易商协会申请注册发行短期融资券，发行总额不超过人民币20亿元（含20亿元）。 发行期限：拟发行短期融资券的期限为每期最长不超过1年；募集资金用途：包括但不限于补充公司流 动资金、偿还银行贷款和其他符合规定的用途。 ...