大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【特朗普称希望与伊朗达成协议】 据央视新闻，当地时间2月1日，美国总统特朗普在海湖庄园回答记者有关伊朗问题时表示，希望能够达成协 议。 当天早些时候，伊朗外长阿拉格齐表示，伊朗对与美国就核问题达成协议仍然有信心。他说，通过地区友好国 家进行的信息沟通正在推动双方接触，并称相关谈判是富有成效的。 阿拉格齐重申，伊朗希望美方解除长期制裁，同时尊重伊朗在和平利用核能框架下继续进行铀浓缩的权利。 【马斯克大动作！SpaceX上市最新消息】 据央视财经援引路透社报道，美国太空探索技术公司也就是SpaceX，于本周五向美国联邦通信委员会提交申 请，计划发射多达100万颗卫星，以打造"轨道数据中心"。与此同时，近期频繁传出消息称SpaceX公司正考虑 IPO。外界猜测，通过此举，SpaceX的在轨数据中心将为xAI输送庞大算力。市场正密切关注企业家马斯克推 进太空算力布局的最新动态。 彭博社也曾披露，SpaceX或将与特斯拉公司合并的消息。这一路径的设想是，特斯拉制造储能系统的能力可 帮助SpaceX在太空利用太阳能运行这些数 ...

今日关注 锋龙股份公告，优必选承诺36个月内不注入资产，停牌核查结束，公司股票自今日 起复牌。 锋龙股份在停牌前已录得18连板。 嘉美包装公告，停牌核查完成，公司股票自今日起复牌。 嘉美包装 自2025年12月17 日至2026年1月23日期间价格涨幅为408.11%。 现货白银延续跌势，日内跌幅扩大至10%，报76.89美元/盎司。 重要的消息有哪些 1月30日，证监会党委书记、主席吴清在北京召开座谈会。吴清强调，要紧紧围绕防风险、强监 管、促高质量发展的工作主线，全力巩固资本市场稳中向好势头，聚焦持续深化资本市场投融资 综合改革、提高制度包容性适应性。 国家统计局、中国物流与采购联合会31日发布2026年1月份中国采购经理指数。数据显示， 2026年1月份中国制造业采购经理指数为49.3%，比上月下降0.8个百分点。 证监会完善再融资战投制度，其中提出，明确社保基金、养老基金、企业年金基金、险资、公募 基金、银行理财等机构投资者可以作为战略投资者；要求战略投资者持股比例原则上不低于 5%。 国家税务总局近日制发了《关于起征点标准等增值税征管事项的公告》，就起征点标准判定、税 收优惠政策适用等增值税征管事项 ...

Core Viewpoint - The stock and convertible bond of Jiamei Packaging (002969.SZ) will resume trading on February 2 after a significant price increase of over 400%, but investors holding the "Jiamei Convertible Bond" (127042) face a tight deadline to convert their bonds before a forced redemption at a much lower price [1][2][3] Group 1: Trading Resumption and Convertible Bond Details - Jiamei Packaging announced that February 2 is the last trading day for the "Jiamei Convertible Bond," with February 5 being the final conversion day [1][2] - The convertible bond's redemption price is set at 100.893 yuan per bond, significantly lower than its last trading price of 508 yuan per bond on January 23 [1][3] - Investors who fail to convert their bonds in time may incur losses of nearly 80% [1][3] Group 2: Price Surge and Market Context - The surge in the convertible bond price to 508 yuan per bond is attributed to speculation surrounding the company's change in controlling shareholder, who has a background in robotics [4] - Jiamei Packaging's new controlling shareholder, Zhuyue Hongzhi, plans to acquire 54.9% of the company's shares, leading to increased stock prices and subsequently driving up the convertible bond prices [4] - Despite the soaring stock prices, the company's performance is declining, with a projected net profit for 2025 expected to be between 85.44 million and 104.42 million yuan, a decrease compared to the previous year [4][5]

Core Viewpoint - The stock and convertible bond of Jiamei Packaging (002969.SZ) will resume trading on February 2 after a suspension due to a price surge exceeding 400%, but investors holding "Jiamei Convertible Bonds" (127042) face a critical deadline to convert their bonds before a forced redemption at a significantly lower price [1][2][3]. Group 1: Trading Resumption and Convertible Bond Details - Jiamei Packaging announced that February 2 is the last trading day for "Jiamei Convertible Bonds," with February 5 being the final conversion day [1][2]. - The convertible bond's redemption price is set at 100.893 yuan per bond, which is substantially lower than its last trading price of 508 yuan per bond on January 23, indicating a potential loss of nearly 80% for investors who fail to convert in time [1][3]. Group 2: Price Surge and Market Context - The surge in the price of Jiamei Convertible Bonds to 508 yuan per bond is attributed to speculation surrounding the company's change in control and its association with the robotics sector [4][5]. - The new controlling shareholder, Zhuyue Hongzhi Technology Development Partnership, plans to acquire 54.9% of Jiamei Packaging, which has led to increased investor interest and speculation [4][5]. Group 3: Company Performance and Future Outlook - Despite the soaring stock prices, Jiamei Packaging's performance is declining, with a projected net profit for 2025 estimated between 85.44 million yuan and 104.42 million yuan, a decrease compared to the previous year [5]. - The company has stated that there are no plans for significant changes to its main business or asset restructuring in the next 12 months following the change in control [5].

此次控制权变更事项尚无实质性进展，存在收购方并购贷款无法审批通过的风险。收购方逐越鸿智参与 本次收购的资金来源为自有资金及自筹资金，截至目前，自筹资金尚在申请中，是否可以申请成功尚存 在不确定性。 （文章来源：中国证券报·中证金牛座） 公司预计2025年度实现归属于上市公司股东的净利润为8543.71万元至10442.31万元，同比下降53.38% 至43.02%。公司股票最新市净率、市盈率显著高于行业平均水平，未来可能存在股价快速下跌的风 险。公司预计未来12个月内主营业务不会发生重大变化。 公告显示，苏州逐越鸿智科技发展合伙企业（有限合伙）（简称"逐越鸿智"）承诺在取得上市公司控制 权后的36个月内，不会对公司进行资产注入。公司与逐越鸿智及其关联方的生产经营、核心技术发展等 各自独立。截至目前，公司与逐越鸿智及其关联方不存在其他需要披露的关联交易。 嘉美包装2月1日披露关于股票交易停牌核查结果暨复牌的公告。公告显示，停牌期间，公司就股票交易 波动情况进行了核查。相关核查工作已完成。公司不涉及机器人、扫地机器人相关业务，主营业务仍为 食品饮料包装容器的研发、设计、生产和销售及提供饮料灌装服务。公司股票自2月 ...

Group 1: Major Announcements - Fenglong Co. and Jiamei Packaging will resume trading on February 2 [21][21] - The three major telecom operators in China, including China Mobile, China Unicom, and China Telecom, announced an adjustment in the applicable scope of value-added tax for telecom services, increasing the tax rate from 6% to 9%, which will impact their revenue and profits [6][7][8] Group 2: Project Wins and Contracts - Chengdi Xiangjiang won a bid for a project worth 1.22 billion yuan, with its subsidiary holding a 52.6% stake in the consortium [2] - Fulongma is expected to win sanitation service projects with a total first-year service fee of 83.54 million yuan, which will positively impact its operating performance in 2026 and beyond [2] Group 3: Corporate Transactions - BGI Genomics plans to acquire assets for 366 million yuan, including 100% equity of two companies, with additional capital increases planned for both [3] - Penghui Energy submitted an application for the issuance and listing of H-shares on the Hong Kong Stock Exchange [4] Group 4: Financial Performance - North Benz Blue Valley reported a January production of 11,169 new energy vehicles, a year-on-year increase of 20.84% [14] - Sailyus achieved January sales of 45,900 vehicles, a year-on-year growth of 104.85% [15] - GAC Group's January sales reached 116,622 vehicles, reflecting an 18.47% year-on-year increase [16] - Leshan Electric reported a net profit of 23.4 million yuan for 2025, a year-on-year increase of 3.68% [17] Group 5: Share Buybacks - Quzhou Dongfeng proposed a share buyback plan with a total amount between 50 million and 100 million yuan [18] - GoerTek increased its share buyback fund to a minimum of 1 billion yuan and a maximum of 1.5 billion yuan [20] Group 6: Stock Trading and Performance - Tiandi Online confirmed that its operations are normal and there are no undisclosed significant matters, despite recent stock price fluctuations [10] - Hongbaoli's epoxy propylene project has entered the pre-production preparation stage, with significant uncertainties remaining [11] - Hunan Gold's stock trading showed abnormal fluctuations, with ongoing asset purchase plans pending approval [12][13]

Company Announcements - Fenglong Co., Ltd. received a commitment from UBTECH not to inject assets into the company within 36 months after the acquisition, and the stock will resume trading on February 2 after the completion of a trading suspension investigation [2] - Jerry Holdings signed a sales contract for gas turbine generator sets with a total amount of 1.82 billion USD (approximately 12.65 billion RMB) for a data center application, marking the fourth such contract with a U.S. client since November 2025 [3] - Aoxin plans to invest 1.82 billion RMB in a high-end printed circuit board project, which aims to enhance product competitiveness and meet the growing demand in various sectors [3] Shareholder Changes - Yanzhou Coal Mining Company intends to transfer 100% equity of its wholly-owned subsidiary Xintai Coal [4] - GoerTek increased its share repurchase fund from a minimum of 5 billion RMB to a minimum of 10 billion RMB, with a maximum of 15 billion RMB [4][5] Business Performance - China Mobile and China Telecom will be affected by the adjustment of the VAT tax category for telecom services, which will impact their revenue and profits [3][5] - Leshan Electric Power reported a year-on-year net profit growth of 3.68% for 2025 [5] Stock Price Movements - Jiamei Packaging's stock price surged by 408.11% from December 17, 2025, to January 23, 2026, leading to a trading suspension for investigation, with the stock resuming trading on February 2 [5] - Hunan Gold's stock experienced significant trading fluctuations, with uncertainty regarding the future market price of its gold products [7] - Hongbaoli's epoxy propylene comprehensive technology transformation project has entered the pre-production preparation stage, although there is uncertainty regarding the timeline for producing qualified products [8] Other News - Fushi Holdings' actual controller and chairman Chen Yongliang has been detained [9] - ST United received a notice from the Shanghai Stock Exchange to suspend the review of its application due to the need to update financial documents [9]

Company Announcements - Fenglong Co., Ltd. received a commitment from UBTECH not to inject assets into the company within 36 months after the acquisition, and the stock will resume trading on February 2 after the completion of the suspension investigation [2] - Jereh Group signed a sales contract for gas turbine generator sets worth 1.82 billion USD (approximately 12.65 billion RMB) with a U.S. client, marking the fourth such contract since November 2025 [4] - China Mobile announced that the adjustment of the VAT tax category for telecom services from 6% to 9% will impact the company's revenue and profits starting January 1, 2026 [5] - Aoshikan plans to invest 1.82 billion RMB in a high-end printed circuit board project, aiming to enhance product competitiveness and meet the growing demand in various markets [6] - Yanzhou Coal Mining Company intends to publicly transfer 100% equity of its wholly-owned subsidiary, Xin Tai Coal, with a base price of 670 million RMB [7] Share Buybacks and Changes - GoerTek increased its share buyback fund from a minimum of 500 million RMB to a minimum of 1 billion RMB, with a maximum of 1.5 billion RMB [8] - Quzhou Dongfeng's controlling shareholder proposed a share buyback plan of 50 million to 100 million RMB for employee stock ownership plans [9] - Chipone Technology's major shareholder plans to reduce its stake by up to 1.95% through block trades [11] Operational and Performance Updates - China Telecom and China Unicom both reported that the VAT adjustment will affect their revenues and profits starting January 1, 2026 [12][13] - Leshan Electric Power announced a net profit increase of 3.68% for the fiscal year 2025, with total revenue of 3.395 billion RMB, reflecting a 6.24% year-on-year growth [14] Stock Price Movements - Jiamei Packaging's stock price surged by 408.11% from December 17, 2025, to January 23, 2026, leading to a suspension for investigation, with the stock resuming trading on February 2 [15] - Tiandi Online confirmed that its operations are normal and there are no undisclosed significant matters after experiencing abnormal stock price fluctuations [16] - Hunan Gold expressed uncertainty regarding the future market prices of its gold products, which have recently seen significant increases [17] - Hongbaoli's epoxy propylene comprehensive technology renovation project has entered the pre-production preparation stage, although there is uncertainty regarding the timeline for producing qualified products [19] Other Notable Events - Fushi Holdings' actual controller and chairman, Chen Yongliang, has been detained, but the company's operations remain normal [20] - ST United received a notice from the Shanghai Stock Exchange to suspend the review of its application due to outdated financial documents [21]

2026.02. 01 本文字数：1599，阅读时长大约3分钟 2月1日晚，嘉美包装（002969）、锋龙股份（002931）发布公告称，停牌核查结束，明日复牌。 图片来源：东方财富 图片来源：公 司公告 对于公司易主事项，嘉美包装核查后表示，苏州逐越鸿智科技发展合伙企业（有限合伙）（简称"逐 越鸿智"）承诺在取得上市公司控制权后的36个月内，不会对上市公司进行资产注入。 本次控制权变更事项尚无实质性进展，存在收购方并购贷款无法审批通过的风险。收购方逐越鸿智参 与本次收购的资金来源为自有资金及自筹资金，截至目前，自筹资金尚在申请中，是否可以申请成功 尚存在不确定性。 就停牌核查结果来看，嘉美包装明确表示，公司不涉及机器人、扫地机器人相关业务；锋龙股份亦表 示，公司不涉及人形机器人业务，且优必选承诺36个月内不注入资产。 回溯来看，嘉美包装股票自2025年12月17日至2026年1月23日期间价格涨幅为408.11%；锋龙股 份股票自2025年12月25日至2026年1月23日已连续17个交易日涨停，价格涨幅为405.74%，均 多次触及股票交易异常波动情形。经公司向深交所申请，嘉美包装、锋龙股份股票均自1月2 ...

Core Viewpoint - Both Jiamei Packaging and Fenglong Co., Ltd. have clarified their business operations and confirmed that they do not engage in robotics-related activities, addressing market concerns following their stock suspension for verification [3][4][8]. Group 1: Jiamei Packaging - Jiamei Packaging has stated that it does not involve itself in robotics or robotic vacuum cleaner businesses, with its main operations focused on the research, design, production, and sales of food and beverage packaging containers, as well as beverage filling services [4]. - The company has reported a significant stock price increase of 408.11% from December 17, 2025, to January 23, 2026, leading to its suspension on January 26, 2026, due to abnormal trading fluctuations [3]. - Jiamei Packaging anticipates a notable decline in its operating performance for 2025, projecting a net profit of between 85.44 million and 104.42 million yuan, representing a year-on-year decrease of 43.02% to 53.38% [7]. Group 2: Fenglong Co., Ltd. - Fenglong Co., Ltd. has also clarified that it does not engage in humanoid robotics, with its primary business remaining in the research, production, and sales of garden machinery parts, automotive parts, and hydraulic components [11]. - The company has experienced a stock price increase of 405.74% from December 25, 2025, to January 23, 2026, and has been suspended from trading since January 26, 2026, due to similar trading anomalies [3]. - Fenglong Co., Ltd. has received a commitment from its new controlling shareholder, UBTECH, that there will be no asset injection into the company within 36 months following the acquisition [8][10].