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].

短短约1个月时间，股价双双狂涨超400%，大牛股锋龙股份（002931）、嘉美包装（002969）明天复 牌！ 18连板锋龙股份"泼冷水" 2月1日傍晚，18连板后停牌核查的锋龙股份公告称，停牌期间，公司就股票交易波动情况进行了核查。 目前，相关核查工作已完成，公司股票自2月2日起复牌。 这份公告可谓密集"泼冷水"。 公告指出，公司自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%。截 至2026年1月23日，公司收盘价99.53元/股，静态市盈率4735.09，市净率22.89。目前，公司股票价格已 严重脱离公司基本面情况，市盈率和市净率显著高于行业平均水平，存在市场情绪过热、非理性炒作风 险，未来可能存在股价快速下跌的风险。 | 锋龙股份 | | 002931 | | --- | --- | --- | | 99.5 3 | | 0.00 0.00% 10 + | | Wind ESG评级 | | 详情 | | 交生 | 213.97% 120日 | 484.44% | | 5日 | 0.00% 250日 | 477.18% | | 20日 | 213.97% ...

短短约1个月时间，股价双双狂涨超400%，大牛股锋龙股份、嘉美包装明天复牌！ 1 8连板锋龙股份"泼冷水" 2月1日傍晚，18连板后停牌核查的锋龙股份（002931）公告称，停牌期间，公司就股票交易 波动情况进行了核查。目前，相关核查工作已完成，公司股票自2月2日起复牌。 这份公告可谓密集"泼冷水"。 公告指出，公司自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% 。 截至2026年1月23日，公司收盘价99.53元/股，静态市盈率4735.09，市净率 22.89。目前，公司股票价格已严重脱离公司基本面情况，市盈率和市净率显著高于行业平均 水平，存在市场情绪过热、非理性炒作风险， 未来可能存在股价快速下跌的风险。 | 锋龙股份 | | 002931 | | --- | --- | --- | | 99.53 | | 0.00 0.00% | | SZSE CNY 9:00:00 | | 1 0 + | | Wind ESG评级 | | 详情 | | 交生 | 213.97% 120日 | 484.44% | | 5日 | 0.00% 250H | 477.18 ...

Group 1 - The China Securities Regulatory Commission (CSRC) is proposing to expand the types of strategic investors and clarify minimum shareholding requirements, allowing various institutional investors such as social security funds and public funds to act as strategic investors with a minimum shareholding of 5% [2][3] - The CSRC emphasizes that capital investors must hold a significant proportion of shares for a long term and participate in corporate governance, while also requiring them to have a deep understanding of the company's industrial development [3][4] Group 2 - CSRC Chairman Wu Qing held discussions with representatives from domestic and foreign listed companies to gather opinions on enhancing the capital market's adaptability and improving the quality and investment value of listed companies [3][4] - The CSRC aims to consolidate the positive momentum of the capital market, focusing on risk prevention, strong regulation, and promoting high-quality development, while also enhancing the efficiency of refinancing and supporting the globalization of listed companies [4] Group 3 - Fenglong Co. and Jiamei Packaging announced the end of their stock suspension, with Fenglong's stock set to resume trading on February 2, 2026, after confirming no significant changes in its main business [5][6] - Jiamei Packaging's stock also resumes trading on February 2, 2026, despite a significant price increase that deviated from its fundamentals, with an expected net profit decline of 53.38% to 43.02% year-on-year [6] Group 4 - The National Development and Reform Commission and the National Energy Administration have issued a notice to improve the capacity pricing mechanism for power generation, including establishing a new capacity pricing mechanism for independent energy storage [7][8] - The notice aims to enhance fair competition among different technology types in the power industry and is expected to have minimal impact on electricity costs for residential and agricultural users [8] Group 5 - The transformer industry in China is experiencing a surge in demand due to the global AI computing power boom, with many factories operating at full capacity and orders extending to 2027 [9] - China's transformer export value is projected to reach 64.6 billion yuan in 2025, representing a nearly 36% increase from 2024 [9] Group 6 - The Ministry of Finance and the State Taxation Administration announced adjustments to the VAT tax rate applicable to telecommunications services, which will affect the revenue and profits of major telecom operators [10] - The adjustment will change the applicable tax category for services provided by major telecom operators from value-added telecommunications services to basic telecommunications services, increasing the VAT rate from 6% to 9% [10] Group 7 - The semiconductor industry is witnessing a significant increase in demand, with South Korea's semiconductor exports reaching $20.5 billion in January, a year-on-year increase of over 102% [11] - Domestic chip manufacturers are raising prices across various segments, with increases of up to 80% expected to continue into the first half of 2026 [11]

重点关注 锋龙股份（002931）2月1日晚间公告称，停牌期间，公司就股票交易波动情况进行了核查。目前，相关 核查工作已完成，公司股票自2月2日起复牌。公司股票自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%。 同日，嘉美包装（002969）公告称，公司股票自2025年12月17日至2026年1月23日期间价格涨幅为 408.11%，已背离公司基本面。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。公司股票自2月2日起复牌。 宏观•要闻 统计局最新发布，重要经济数据出炉 1月31日，国家统计局服务业调查中心和中国物流与采购联合会发布了中国采购经理指数。数据显示，1 月份，制造业采购经理指数（制造业PMI）、非制造业商务活动指数和综合PMI产出指数分别为 49.3%、49.4%和49.8%，比上月下降0.8个、0.8个和0.9个百分点，经济景气水平有所回落。不过，价格 指数释放积极信号，1月份，主要原材料购进价格指数和出厂价格指数双双回升，其中出厂价格指数近 20个月来首次升至临界点（50%）以上。同时，新动能延续扩张态势，金融业商务活动指数较上 ...

重点关注 锋龙股份（002931）2月1日晚间公告称，停牌期间，公司就股票交易波动情况进行了核查。目前，相关核查工作已完成，公司股票自2 月2日起复牌。公司股票自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%。 同日，嘉美包装（002969）公告称，公司股票自2025年12月17日至2026年1月23日期间价格涨幅为408.11%，已背离公司基本面。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。公司股票自2月2日起复牌。 宏观•要闻 统计局最新发布，重要经济数据出炉 1月31日，国家统计局服务业调查中心和中国物流与采购联合会发布了中国采购经理指数。数据显示，1月份，制造业采购经理指数（制造业PMI）、非制 造业商务活动指数和综合PMI产出指数分别为49.3%、49.4%和49.8%，比上月下降0.8个、0.8个和0.9个百分点，经济景气水平有所回落。不过，价格指数 释放积极信号，1月份，主要原材料购进价格指数和出厂价格指数双双回升，其中出厂价格指数近20个月来首次升至临界点（50%）以上。同时，新动能 延续扩张态势，金融业商务活动指数较上月和去 ...

Group 1 - The core point of the news is that both Fenglong Co., Ltd. and Jiamei Packaging will resume trading on February 2, 2026, after a suspension for stock price verification due to significant price increases [1][3][12] - Fenglong Co., Ltd. experienced a stock price increase of 405.74% from December 25, 2025, to January 23, 2026, while Jiamei Packaging saw a rise of 408.11% in the same period [3][12] - Both companies have warned that their stock prices have significantly deviated from their fundamental values, indicating potential risks of rapid price declines due to market sentiment and irrational speculation [3][12] Group 2 - Fenglong Co., Ltd. clarified that it does not engage in humanoid robot business and emphasized that its main operations remain in the research, production, and sales of garden machinery parts, automotive parts, and hydraulic components [6][7] - The company reported a total market value of 21.748 billion CNY with a stock price of 99.53 CNY per share prior to the suspension [9] - Jiamei Packaging stated that its expected net profit for the fiscal year 2025 is projected to decline by 53.38% to 43.02%, with an estimated range of 85.4371 million to 104.4231 million CNY [12][13] - Jiamei Packaging's stock price was 23.17 CNY per share with a total market value of 24.943 billion CNY before the trading suspension [12][13]

锋龙股份(002931.SZ)公告称， 近日收到优必选关于本次交易的进一步承诺，承诺在收购完成后36个月内，不存在向上市公司注入其持有资产的计 划。 本次交易尚需履行多项程序，存在不确定性。停牌期间，公司就股票交易波动情况进行了核查。目前，相关核查工作已完成，公司股票自2月2 日起复牌。 锋龙股份、嘉美包装两只牛股今日双双公告称，明起复牌。 公告还称，公司不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售，未发生重大变化，预计未 来12个月内主营业务不会发生重大变化。公司股票价格已严重脱离基本面，市盈率和市净率显著高于行业平均水平，存在市场情绪过热、非理性炒 作风险，未来可能存在股价快速下跌的风险。 值得注意的是，锋龙股份停牌前录得18连板，股价逼近百元关口再创新高 ，最新市值达217亿元。 | 23.17 | | 所属行业:轻工制造+1.09% > | | | 查看所属板块 > | | | --- | --- | --- | --- | --- | --- | --- | | +1.82 +8.52% | | 包装印刷 | | 啤酒 | | | | | | +1.82 ...

北京商报讯（记者 马换换 李佳雪）2月1日，嘉美包装（002969）披露公告称，公司就股票交易波动情 况进行了核查。鉴于相关核查工作已完成，公司股票将于2月2日起复牌。 公告显示，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%，期间多次触及股票 交易异常波动情形，公司股票短期内价格涨幅较大。 嘉美包装表示，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；公司生产经营未发生重大变化，市场环境或行业政策未发生重大 调整；预计未来12个月内，公司主营业务不会发生重大变化。另外，公司预计2025年度经营业绩存在明 显下滑，当前股价涨幅与公司经营业绩严重偏离。 ...

嘉美包装2月1日公告，公司股票自2025年12月17日至2026年1月23日期间价格涨幅为408.11%，已背离 公司基本面。公司就股票交易波动情况进行停牌核查。相关核查工作已完成，公司股票自2月2日开市起 复牌。 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。公司预计未来12个月内主营业务不会发生重大变化。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，比上年同期下降53.38%至43.02%。 ...