Group 1 - The company has established Sleck Thermal Control Technology (Changzhou) Co., Ltd. to enter the liquid cooling plate sector and is currently in the early stages of related business development [1][3] - The company aims to make a strong entry into the upstream critical area of efficient thermal management within the AI computing power industry chain [3] - The company has introduced customized optical module liquid cooling plates, thermal conductive components, high-performance microchannel cooling plates (MCCP), and immersion liquid cooling modules [3]

Group 1 - The core point of the news is that Sleek experienced a decline of 5.02% in its stock price, reaching 14.01 yuan per share, with a trading volume of 201 million yuan and a turnover rate of 2.17%, resulting in a total market capitalization of 9.084 billion yuan [1] - Sleek Precision Equipment Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on January 6, 2004, with its listing date on January 29, 2014. The company specializes in the research, design, production, and assembly of equipment for metal packaging products, including high-speed easy-open lids and cans [1] - The main business revenue composition of Sleek includes: battery shell business 67.48%, high-speed production equipment and system transformation for easy-open lids 11.43%, other specialized equipment and spare parts 8.87%, high-speed production equipment and system transformation for cans 7.59%, photovoltaic power generation and others 3.04%, and intelligent detection equipment 1.58% [1] Group 2 - From the perspective of Sleek's top ten circulating shareholders, Yongying Fund has increased its holdings in Sleek, with the Yongying Advanced Manufacturing Smart Selection Mixed Fund A (018124) adding 1.8734 million shares, totaling 30.8675 million shares, which accounts for 4.76% of the circulating shares. The estimated floating loss today is approximately 22.8419 million yuan [2] - The Yongying Advanced Manufacturing Smart Selection Mixed Fund A (018124) was established on May 4, 2023, with a latest scale of 3.992 billion yuan. Year-to-date returns are 3.4%, ranking 5117 out of 8873 in its category; the one-year return is 55.34%, ranking 1457 out of 8119; and since inception, the return is 159.47% [2]

Key Points - JinkoSolar has not reported any revenue from "space photovoltaic" orders [1] - Shuangliang Energy has not yet engaged in any space photovoltaic-related business [1] - CITIC Bank has increased its investment in CITIC Financial Leasing Co., Ltd. by 2 billion yuan [1] - Palm Holdings has won a bid for the construction project of high-standard farmland in Shuyang District, Shangqiu City for 2025 [1] - Shanghai Pharmaceuticals plans to transfer its 30% stake in Amgen [1] - Huanxu Electronics expects a net profit of 1.853 billion yuan for 2025, a year-on-year increase of 12.16% [1] - Changan Automobile plans to repurchase shares worth 1 billion to 2 billion yuan [1] - Jinpu Garden plans to reduce its shareholding by no more than 2% [1] - Sileck's subsidiary has received a project confirmation letter from a client [1] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas [1] Performance - Qilu Bank reported a net profit of 5.713 billion yuan for 2025, a year-on-year increase of 14.58% [2] - Guomai Heavy Industry achieved a net profit of 479 million yuan for 2025, a year-on-year increase of 10.89% [2] - Huanxu Electronics reported a net profit of 1.853 billion yuan for 2025, a year-on-year increase of 12.16% [2] Equity Acquisition - Shengxin Lithium Energy's subsidiary plans to acquire a 13.93% stake in Huirong Mining [2] - Hongchang Technology intends to acquire a 21% stake in Liangzhi Joint [2] - Shanghai Pharmaceuticals plans to transfer its 30% stake in Amgen [2] Share Buyback - Changan Automobile plans to repurchase shares worth 1 billion to 2 billion yuan [2] Shareholding Changes - Pulite's shareholder Zhou Wu plans to reduce his holdings by no more than 5.985 million shares [2] - Fuchuang Precision's shareholder Guotou Venture Capital plans to reduce its holdings by no more than 3% [2] - Changhong Huayi's directors and senior management plan to increase their holdings by no less than 3.3583 million yuan [2] - Jinpu Garden's shareholders plan to reduce their holdings by no more than 2% [2] - Kangst's shareholders plan to reduce their holdings by no more than 3.3799% [2] Other Developments - Sileck's subsidiary has received a project confirmation letter, with an expected total procurement of approximately 360 million cylindrical battery shells [2] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas [2]

Key Points - The core viewpoint of the news is the significant corporate announcements and financial performance reports from various companies, indicating strategic moves, partnerships, and financial results that may present investment opportunities. Group 1: Corporate Announcements - Ruixin Technology plans to acquire control of Wuhu Deheng and will suspend trading from February 5, 2026 [4] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas, with an expected cooperation amount of 23.2 million yuan [5] - Dabeinong's actual controller and chairman, Shao Genfu, passed away on February 3, 2026, at the age of 60, with the company confirming normal operations [6] Group 2: Financial Performance Reports - Silica Technology reported a total revenue of 3.752 billion yuan for 2025, a year-on-year increase of 18.76%, and a net profit of 281 million yuan, up 18.34% [7] - Huanxu Electronics reported a total revenue of approximately 59.2 billion yuan for 2025, a decrease of 2.46%, but a net profit increase of 12.16% to approximately 1.85 billion yuan [7] - Chongqing Beer reported a total revenue of approximately 1.472 billion yuan for 2025, a year-on-year increase of 0.53%, with a net profit of approximately 123 million yuan, up 10.43% [8] Group 3: Capital Increases and Restructuring - Tangyuan Electric received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [9] - Chang'an Automobile is planning to repurchase shares with a total amount between 1 billion and 2 billion yuan [10] - Gaweida's board proposed a share repurchase plan with a total amount between 30 million and 35 million yuan [10] Group 4: Strategic Partnerships and Investments - Shengxin Lithium Energy's subsidiary plans to acquire a 13.93% stake in Huirong Mining for 1.26 billion yuan, aiming for full control [11] - Guangdong Construction won a bid for a project worth 1.524 billion yuan for a lithium battery manufacturing base [11] - Liyade plans to invest up to 100 million yuan in an industrial fund focused on non-listed companies in the commercial aerospace sector [11]

Key Points - JinkoSolar has not reported any revenue from "space photovoltaic" orders [1] - Shuangliang Energy has not yet engaged in any space photovoltaic-related business [1] - CITIC Bank has increased its investment in CITIC Financial Leasing Co., Ltd. by 2 billion yuan [1] - Palm Holdings has won a bid for the construction project of high-standard farmland in Shuyang District, Shangqiu City for 2025 [1] - Shanghai Pharmaceuticals plans to transfer its 30% stake in Amgen [1] - Huanxu Electronics expects a net profit of 1.853 billion yuan for 2025, a year-on-year increase of 12.16% [1] - Changan Automobile plans to repurchase shares worth 1 billion to 2 billion yuan [2] - Jinpu Garden plans to reduce its shareholding by no more than 2% [1] - Sileck's subsidiary has received a project confirmation letter from a client, with an expected procurement volume of approximately 360 million cylindrical battery shells [2] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas [2]

Core Viewpoint - Sileck (300382.SZ) has received a project designation letter from a South Korean battery customer, indicating that its subsidiary, Changzhou Laikewang Precision Manufacturing Co., Ltd., will supply cylindrical battery shell products from 2027 to 2031, with an expected total procurement volume of approximately 360 million units [1] Group 1 - The project designation confirms Sileck's status as a supplier for the South Korean customer [1] - The procurement is planned to occur between 2027 and 2031, indicating a long-term partnership [1] - The total expected procurement volume is around 360 million cylindrical battery shells, highlighting significant future demand [1]

Core Viewpoint - Sileck (300382.SZ) announced that its subsidiary, Changzhou Laikewang Precision Manufacturing Co., Ltd., has received a project designation letter from a South Korean battery customer, confirming its status as a supplier for cylindrical battery shell products from 2027 to 2031, with an expected total procurement volume of approximately 360 million units [1] Group 1 - The subsidiary Laikewang has been designated as a supplier for a South Korean battery customer [1] - The project is set to run from 2027 to 2031 [1] - The total expected procurement volume is around 360 million cylindrical battery shells [1]

Core Viewpoint - The company has received a project designation letter from a South Korean battery customer, confirming its status as a supplier for cylindrical battery shell products from 2027 to 2031, with an expected total procurement volume of approximately 360 million units [1]. Group 1 - The company's subsidiary, Changzhou Laikewang Precision Manufacturing Co., Ltd., has been designated as a supplier for a significant battery project [1]. - The project is set to run from 2027 to 2031, indicating a long-term partnership with the South Korean customer [1]. - The total expected procurement volume for the project is around 360 million cylindrical battery shells, highlighting the scale of the opportunity [1].

Core Viewpoint - The company has received a project confirmation letter from a South Korean battery customer, marking a significant step in becoming a supplier for cylindrical battery shell products, with a projected total procurement of approximately 360 million units from 2027 to 2031 [1] Group 1 - The subsidiary of the company, 莱柯旺, has been designated as a supplier for cylindrical battery shells [1] - The project is expected to run from 2027 to 2031, with an estimated total procurement volume of around 360 million cylindrical battery shells [1] - This development is seen as a positive move for the company's efforts to penetrate overseas markets, although it is not anticipated to have a significant impact on the company's overall financial performance [1]

苏州斯莱克精密设备股份有限公司（以下简称"公司"）控股子公司常州徕柯 旺精密智造有限公司（以下简称"徕柯旺"）近日收到了韩国电池客户（限于保密 要求，无法披露其名称，以下简称"客户"）发送的《项目定点函》。徕柯旺获得 该客户的项目定点，成为该客户的供应商，未来向客户提供该项目所需数量的圆柱 形电池壳产品，该定点函显示项目计划于 2027 年至 2031 年，预计采购总量约 3.6 亿个圆柱形电池壳，具体量产节点、供应方式、价格、数量等细节后续协商进一步 确定。 二、对上市公司的影响 证券代码：300382 证券简称：斯莱克 公告编号：2026-004 苏州斯莱克精密设备股份有限公司 关于子公司收到客户《项目定点函》的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、《项目定点函》为基于客户合作意愿而达成的约定，不构成强制的法律约束， 后续的具体合作方式、合作进度、实施内容等事项均尚待进一步协商、落实，存在 不确定性。 2、《项目定点函》为意向性通知函，以未来实际签署的合同或订单为准，不反 映客户最终的实际采购金额，预计对公司经 ...