Core Viewpoint - The DeepSeek concept stocks in the A-share market experienced a collective rise, driven by updates to the DeepSeek model, which now supports a context length of up to 1 million tokens, significantly enhancing its capabilities compared to the previous version released in August last year, which supported 128K tokens [1]. Group 1: Stock Performance - Youke De-W (优刻得-W) saw a rise of 13.93%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.26% [2]. - Capital Online (首都在线) increased by 11.34%, with a market cap of 15.8 billion and a year-to-date rise of 37.19% [2]. - Dongfang Guoxin (东方国信) rose by 7.55%, with a market cap of 17 billion and a year-to-date increase of 46.28% [2]. - China Jushi (中国巨石) experienced a 6% increase, with a market cap of 108.8 billion and a year-to-date rise of 59.01% [2]. - Puyuan Information (普元信息) increased by 5.55%, with a market cap of 3.126 billion and a year-to-date rise of 31.27% [2]. - Chipengwei (芯朋微) rose by 5.07%, with a market cap of 9.151 billion and a year-to-date increase of 14.43% [2]. - Guangliwei (广立微) increased by 4.74%, with a market cap of 17.7 billion and a year-to-date rise of 23.54% [2]. - Huohuan New Network (光环新网) rose by 4.27%, with a market cap of 32.9 billion and a year-to-date increase of 46.52% [2].

Core Insights - The A-share market saw a significant rally in computing power concept stocks, with notable gains from companies like UCloud (up over 14%) and others reaching their daily limit [1][2] - UCloud announced a price increase for its products and services starting March 1, 2026, due to rising costs in core hardware procurement and infrastructure driven by global supply chain disruptions [1] Stock Performance Summary - UCloud (688158) experienced a 14.09% increase, with a total market capitalization of 19.5 billion and a year-to-date gain of 52.47% [2] - Other notable performers included: - Dazhi Technology (600589) up 10% with a market cap of 20.6 billion and a year-to-date increase of 93.58% [2] - Jinkai New Energy (600821) up 9.97% with a market cap of 13 billion and a year-to-date increase of 27.65% [2] - Dongfang Guoxin (300166) up 7.48% with a market cap of 17 billion and a year-to-date increase of 46.18% [2] - Taicheng Light (300570) up 7.06% with a market cap of 32.4 billion and a year-to-date increase of 23.63% [2] - Other companies like Xiechuang Data (300857) and Shoudu Online (300846) also saw gains of over 6% [1][2]

Core Viewpoint - The A-share market opened higher on February 12, with the Shanghai Composite Index up 0.12%, the Shenzhen Component Index up 0.12%, and the ChiNext Index up 0.30% [1] Group 1: Sector Performance - The power sector opened strong, with notable stocks such as Yunnan Energy Holdings and Jin Kong Power both experiencing significant gains [2][3] - The computing power leasing concept continued its strong performance, with Dawei Technology achieving a four-day consecutive rise and Youke De increasing by over 10% [4][5] Group 2: Market Sentiment and Outlook - Dongguan Securities noted that as the Spring Festival approaches, investor sentiment is becoming more cautious, leading to a potential reduction in trading volume and a phase of consolidation in the A-share market [6] - Caixin Securities indicated that despite a decrease in market activity, there are still structural opportunities available, particularly in sectors with concentrated favorable events [7] - CITIC Securities projected that commodities will remain a preferred investment direction in 2026, driven by factors such as risk aversion and fundamental improvements [8]

Core Viewpoint - The A-share market saw a significant rise in computing power concept stocks, with notable gains from companies like UCloud and others, driven by an announcement regarding price adjustments due to rising costs in the global supply chain [1] Group 1: Stock Performance - UCloud (688158) experienced a rise of 14.09%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.47% [2] - Dazhi Technology (600589) increased by 10%, with a market cap of 20.6 billion and a year-to-date rise of 93.58% [2] - Jinkai New Energy (600821) saw a gain of 9.97%, with a market cap of 13 billion and a year-to-date increase of 27.65% [2] - Dongfang Guoxin (300166) rose by 7.48%, with a market cap of 17 billion and a year-to-date increase of 46.18% [2] - Taicheng Light (300570) increased by 7.06%, with a market cap of 32.4 billion and a year-to-date rise of 23.63% [2] - Other notable performers include Xiechuang Data (300857) up 6.86%, Shoudu Online (300846) up 6.22%, and Tianfu Communication (300394) up 5.96% [2] Group 2: Price Adjustment Announcement - UCloud announced a price increase for all products and services starting March 1, 2026, due to significant and structural increases in core hardware procurement and infrastructure costs [1]

Group 1 - The computing power leasing concept continues to show strong performance, with major companies like Dazhi Technology (600589) achieving a four-day consecutive increase in stock price [1] - Meili Cloud (000815) has seen a rise of two boards in three days, indicating positive market sentiment [1] - Other companies such as Yuke Technology, Dongfang Guoxin (300166), Qingyun Technology, Parallel Technology, and Litong Electronics (603629) are also experiencing upward trends in their stock prices [1]

Group 1: Major Announcements - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in New H3C and for other projects [2] - Zhongwei Semiconductor intends to establish an IPM production line project in Ziyang, Sichuan, using 1.21 billion yuan of leftover IPO funds [2] - Kaiying Network has signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [2] Group 2: Project Developments - Blue Ocean Huaten plans to invest 8 million yuan in Wanren Technology to support its daily operations and AI project development [4] - Yuedian Power A has successfully put into operation the expansion project of the Huizhou Power Plant, which includes two 1000MW units [7] - Longmag Technology intends to raise up to 760 million yuan for its second phase project in Vietnam and chip inductor manufacturing [8] Group 3: Financial Performance - Top Group expects a net profit of 2.6 billion to 2.9 billion yuan for 2025, a decrease of 3.35% to 13.35% year-on-year due to rising raw material costs and increased market competition [20] - Jingchen Technology reported a net profit of 871 million yuan for 2025, a 6% increase year-on-year, with record high sales of over 174 million chips [21] - Guodian Xintong's net profit for 2025 is projected at 678 million yuan, a decline of 16.91% year-on-year, primarily due to increased credit impairment losses and tax expenses [22] Group 4: Shareholder Actions - Jieshun Technology's actual controller plans to reduce holdings by up to 2.8% of the company's shares [27] - Lihexing's controlling shareholder and concerted actors plan to collectively reduce their holdings by up to 1% [27] - Kory Technology's shareholders plan to reduce their holdings by a total of up to 3.13% [29] Group 5: Stock Buybacks - Quzhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan, with a maximum price of 6.48 yuan per share [30]

东方国信（300166）(300166.SZ)发布公告，公司股票于2026年2月9日、2026年2月10日、2026年2月11 日连续三个交易日收盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所交易规则》的有关规定， 属于股票交易异常波动的情况。近期资本市场对"AIDC""算力租赁"等概念关注度较高，相关板块二级 市场表现较为活跃。截至目前，公司内蒙古智算中心项目已部分建成并交付客户使用，其余部分尚在建 设中。该业务当前收入占公司营业收入比重较小，对当期经营业绩不构成重大影响。未来收入贡献主要 取决于项目后续交付进度及客户上架节奏，存在不确定性。 ...

智通财经APP讯，东方国信(300166.SZ)发布公告，公司股票于2026年2月9日、2026年2月10日、2026年2 月11日连续三个交易日收盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所交易规则》的有关规 定，属于股票交易异常波动的情况。近期资本市场对"AIDC""算力租赁"等概念关注度较高，相关板块 二级市场表现较为活跃。截至目前，公司内蒙古智算中心项目已部分建成并交付客户使用，其余部分尚 在建设中。该业务当前收入占公司营业收入比重较小，对当期经营业绩不构成重大影响。未来收入贡献 主要取决于项目后续交付进度及客户上架节奏，存在不确定性。 ...

Group 1 - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in H3C and for other projects [1] - Dawi Technology's Zhangbei data center project will not involve computing power leasing and is expected to have minimal revenue contribution in 2025 [2] - Kaixin Network's subsidiary signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [3] Group 2 - Newray plans to acquire a 70% stake in PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position [4] - Shangwei New Materials' embodied intelligent robot business is still in the product development stage and has not yet generated revenue [5] - Lanshi Heavy Industry's deputy general manager is under investigation for suspected violations, but the company's operations remain unaffected [6] Group 3 - Tianji Technology is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations are normal [8] - Top Group expects a net profit decline of 3% to 13% in 2025, despite revenue growth of 8.08% to 14.10% [9] - Shoulu Hotel's subsidiary plans to invest 281 million yuan in a new hotel property project, expected to enhance its business scale and profitability [10] Group 4 - Pingzhi Information plans to raise no more than 1 billion yuan for the construction of a domestic intelligent computing center [11] - Dongfang Guoxin's Inner Mongolia intelligent computing center project has been partially completed, contributing a small revenue share [12] - Zhongwei Semiconductor intends to allocate 1 billion yuan of surplus fundraising for a new investment project [13] Group 5 - Guolin Technology plans to issue up to 16.5 million shares, which will increase its total share capital to 201 million shares [14] - Dabeinong reported a 22.71% year-on-year increase in pig sales in January [15] - Qiu Tai Technology sold 41.48 million mobile camera modules in January, a 19.5% year-on-year increase [19]

格隆汇2月11日丨东方国信（维权）(300166.SZ)公布股票交易异常波动公告，近期资本市场 对"AIDC""算力租赁"等概念关注度较高，相关板块二级市场表现较为活跃。截至目前，公司内蒙古智 算中心项目已部分建成并交付客户使用，其余部分尚在建设中。该业务当前收入占公司营业收入比重较 小，对当期经营业绩不构成重大影响。未来收入贡献主要取决于项目后续交付进度及客户上架节奏，存 在不确定性。敬请广大投资者理性判断，注意投资风险。 ...