2月13日电力设备板块整体下跌2.03%，大盘(上证指数跌1.26%)环境疲软加剧个股抛压。公司当前市盈 率(TTM)29.82倍虽低于行业平均，但市场对特高压建设进度及原材料成本波动的担忧仍存，导致资金 偏向谨慎。 以上内容基于公开资料整理，不构成投资建议。 资金面与技术面 2026年2月2日至13日区间股价涨幅达8.20%，期间多次出现主力资金净流出(如2月9日净流出426.75万 元)。2月13日股价下跌3.33%，当日换手率6.06%，MACD指标出现死叉(DIF下穿DEA)，且KDJ指标中J 线降至25.31，显示短期超买后的技术性回调。 行业板块情况 经济观察网大连电瓷（002606）(002606.SZ)近期在基本面有利好背景下出现股价调整，主要受短期市 场情绪、资金流向及技术面因素影响。具体分析如下： 公司基本面 公司于2026年2月6日公告子公司预中标国家电网项目1.19亿元(占2024年营收7.95%)，但市场更关注其 2025年前三季度归母净利润同比下降25.82%的业绩压力。尽管特高压订单充足，但利润下滑主因产线 改造导致产能阶段性下降及高毛利产品结构变化，削弱了利好对信心的提振。 ...

证券日报网讯 2月13日，大连电瓷在互动平台回答投资者提问时表示，公司主业为输电线路用瓷、复合 绝缘子，电站用瓷、复合绝缘子，以及电瓷金具的研发、生产及销售，用户主要为国内外的电网公司及 其下属单位，部分产品也向主机厂或工程总包单位供货。 （文章来源：证券日报） ...

格隆汇2月12日丨大连电瓷(002606.SZ)在互动平台表示，公司的产品和技术用于输电线路，可以为数据 中心提供电能。产品技术能否抗住石墨炸弹的破坏绝缘性能公司暂未有相关的数据。 ...

Core Viewpoint - Dalian Electric Porcelain (002606.SZ) indicates that its products and technologies are utilized in power transmission lines, providing energy for data centers. However, the company currently lacks data on the insulation performance of its products against graphite bomb damage [1] Group 1 - The company's products and technologies are designed for power transmission lines [1] - The products are capable of supplying energy to data centers [1] - There is no available data regarding the products' ability to withstand damage from graphite bombs [1]

Group 1 - Dalian Electric Porcelain's stock increased by 5.13%, reaching 12.10 CNY per share, with a trading volume of 346 million CNY and a turnover rate of 6.93%, resulting in a total market capitalization of 5.313 billion CNY [1] - Dalian Electric Porcelain Group Co., Ltd. is located in Hangzhou, Zhejiang Province, established on November 25, 2003, and listed on August 5, 2011. The company's main business includes the research, production, and sales of porcelain for high-voltage transmission lines, composite insulators, porcelain for power stations, and porcelain fittings [1] - The main business revenue composition includes: suspension insulators 76.66%, composite insulators 13.58%, pillar insulators 5.54%, and others 13.61% [1] Group 2 - Guojin Fund's Guojin Autonomous Innovation A (010615) is among the top ten circulating shareholders of Dalian Electric Porcelain, holding 1.2521 million shares, unchanged from the previous period, representing 0.3% of circulating shares [2] - The fund has a current scale of 257 million CNY, with a year-to-date return of 7.94%, ranking 2464 out of 8882 in its category, and a one-year return of 47.11%, ranking 1825 out of 8127 [2] - The fund manager, Sun Xinyan, has a tenure of 6 years and 99 days, with the fund's total asset size at 563 million CNY, achieving a best return of 64.43% and a worst return of -19.01% during the tenure [3]

Group 1: Robotics - Yingzi Network's revenue from intelligent service robots is relatively small [1] Group 2: Photovoltaics - Nanfang A has the capability to produce 9-11N polycrystalline silicon, primarily for the solar photovoltaic industry [1] - Zhongli Group's photovoltaic business has not yet involved space photovoltaic fields [1] - Sungrow Power has not yet engaged in space photovoltaic products [1] Group 3: Batteries - Shuanghuan Technology's sodium-ion battery cathode material pilot base has recently produced its first batch of products [1] Group 4: Commercial Aerospace - Juguang Technology does not have products applied in the commercial aerospace field [1] - Fengmao Co. has not made substantial progress in business expansion within the commercial aerospace sector [1] Group 5: Other Developments - Xinyi Semiconductor's 1.6T optical module products have achieved mass delivery and are in the process of increasing production capacity [1] - China Merchants Shekou has engaged in duty-free business with positive results, covering duty-free services for high-speed passenger ships on Hong Kong-Macau routes and outbound ports [1] - Wanda Film has invested in and produced the film "Fast and Furious 3," scheduled for release during the Spring Festival [1] - Dalian Electric Porcelain's Jiangxi company has a production plan for 2026 that is nearly full [1] - iFlytek's brain science research is still in the exploratory stage, with the company maintaining attention and appropriate investment [1] - Jingyan Technology's Vietnam operations have commenced and received the first batch of orders [1] - Haiguang Information's business layout has not yet involved TPU chips [1] - Haohua Technology has not yet achieved mass production of trifluoromethanesulfonic lithium [1]

证券日报网讯 2月9日，大连电瓷在互动平台回答投资者提问时表示，大莲电瓷（江西）有限公司自 2023年投产以来，整体运营状况良好，产能逐步释放，产品合格率保持稳定，且已取得相应资质，获得 了市场及客户的认可。当前公司订单充足，综合近期公司的生产与发货安排，该公司2026年的生产计划 基本排满。 （文章来源：证券日报） ...

Performance Highlights - Guomachine General reported a net profit of 585.16 million yuan for 2025, a year-on-year increase of 45.71% with total revenue of 899 million yuan, up 17.32% [5] - Tianshili achieved a net profit of 1.105 billion yuan, a 15.68% increase year-on-year, despite a revenue decline of 3.08% to 8.236 billion yuan [5] - Focus Technology's net profit rose by 11.73% to 504 million yuan, with total revenue reaching 1.92 billion yuan, up 15.06% [5] - Times Electric reported a net profit of 4.105 billion yuan, a 10.88% increase, with total revenue of 28.761 billion yuan, up 15.46% [5] - Tongxingbao's net profit increased by 5.51% to 221 million yuan, with total revenue of 1.068 billion yuan, up 19.24% [5] Capital Increase & Restructuring - Ruili Kemi is planning to issue shares to acquire a 16% stake in its subsidiary, with trading suspended from February 9 [6] - Longyun Co. intends to acquire a 58% stake in Yuheng Film and Television, with trading resuming on February 9 [6] - Yingwang Yingchuang is set to acquire 100% of Lianshi Legend, a smart marketing service provider [6] - Jiantou Energy's application for a specific stock issuance has been approved by the Shenzhen Stock Exchange [6] - Shanshan Co. signed a restructuring investment agreement with its controlling shareholder [6] Major Events - Aihuilong received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [9] - Tiansheng New Materials also received a notice of investigation for similar reasons [10] - Cloud Road Co. announced the lifting of the detention of its chairman and general manager [10] - TCL Zhonghuan's subsidiary signed a patent licensing agreement with Aiyu Co. for a total fee of 1.65 billion yuan [11] - Shenjian Co. reported that its aerospace business revenue is relatively small, accounting for less than 1% of total revenue [11] Investment Projects - Wantong Expressway plans to invest approximately 5.42 billion yuan in the renovation and expansion of the Lianhuo Expressway [15] - Zhixin Co. intends to invest up to 1.1 billion yuan in an automotive welding parts project [15] - Hangyu Technology plans to invest up to 1.05 million euros in a forging production base in Slovakia [15] - Dongtianwei is set to invest 400 million yuan in a global R&D center and manufacturing headquarters in South China [15] - Zhongguancun is planning to build a modern digital factory for traditional Chinese medicine in Jiamusi City [15] Stock Trading Updates - The stock of Cuihua Jewelry will be suspended for one day starting February 9 due to the freezing of its main bank accounts [4] - The stock of Longyun Co. will resume trading on February 9 after a suspension [23] - Ruili Kemi and Yongtai Technology will be suspended from trading starting February 9 [24]

（编辑 任世碧） 证券日报网讯 2月6日，大连电瓷发布公告称，公司董事兼副总经理陈灵敏女士持有公司股份296，250 股（占公司总股本比例0.0681%），计划在本减持计划公告之日起15个交易日后三个月内（窗口期不得 减持），以集中竞价方式减持其持有的公司股份不超过74，000股（占公司总股本的0.0170%）。公司 副总经理兼财务总监兼董事会秘书李军先生持有公司股份281，250股（占公司总股本比例0.0647%）， 计划在本减持计划公告之日起15个交易日后三个月内（窗口期不得减持），以集中竞价方式减持其持有 的公司股份不超过70，000股（占公司总股本的0.0161%）。 ...

Summary of Key Points Core Viewpoint - On February 6, 14 A-share listed companies disclosed plans for share reductions, with no companies announcing share increases on the same day [1][3]. Group 1: Companies Disclosing Share Reductions - Tianan New Materials: Shareholders Liang Kaihong and Tianyao Group plan to reduce their holdings [2][4]. - Zhongfutong: Shareholders plan to reduce a total of up to 0.68% of shares [2][4]. - Zhidi Technology: Shareholder Zhikong Investment intends to reduce up to 0.30% of shares [2][4]. - Yinhui Technology: Directors and executives plan to reduce a total of up to 0.51% of shares [2][4]. - Dalian Electric Porcelain: Vice General Manager Miao Shi and executives plan to reduce their holdings [2][4]. - Xuelang Environment: Shareholders Yang Jianping and Xu Huifen plan to reduce a total of up to 3% of shares [2][4]. - Perfect World: Actual controller Chi Yufeng reduced 32.9793 million shares [2][4]. - Huitong Technology: Directors Zhong Ming and Yang Jian plan to reduce a total of up to 1.64% of shares [2][4]. - Shuangjie Electric: Director Xu Zhuan plans to reduce up to 0.47% of shares [2][4]. - Dajia Weikang: One of the actual controllers plans to reduce up to 3% of shares [2][4]. - Hu Silicon Industry: The second largest shareholder, the National Big Fund, plans to reduce up to 3% of shares [2][4]. - Lushan New Materials: Controlling shareholders and concerted actors plan to reduce a total of up to 3% of shares [2][4]. - Zhongji United: Directors and executives, including Wang Xijun, plan to reduce a total of up to 0.91% of shares [2][4]. - Sanfu Shares: Shareholder Yuanheng Technology plans to reduce a total of up to 3% of shares [2][4].