Investment Rating - The industry investment rating is Neutral (maintained) [6] Core Insights - The upcoming release of Tesla's Optimus V3 is expected to catalyze the industry, with a focus on companies involved in the humanoid robot supply chain and those with significant advancements in autonomous driving technology [9] - The demand for gas turbines and generator sets is anticipated to surge due to increased overseas data center construction, benefiting companies in the gas turbine and robotics supply chains [9] - Companies with strong alpha characteristics in the automotive and parts sector are expected to withstand industry risks and achieve revenue and profit growth [3] Summary by Sections Investment Recommendations and Targets - Strong alpha automotive and parts companies are expected to resist industry risks and achieve revenue and profit growth; focus on advanced autonomous driving supply chains, data center liquid cooling, and gas turbine industries [3] - Suggested companies to watch include: - Humanoid robot-related: Xinquan Co., Ltd. (603179, Buy), Top Group (601689, Buy), Yinlun Co., Ltd. (002126, Buy), and others [4] - Gas turbine-related: Yinlun Co., Ltd. (002126, Buy) [4] - Liquid cooling-related: Yingweike (002837, Not Rated), Yinlun Co., Ltd. (002126, Buy), Top Group (601689, Buy), and others [4] - Autonomous driving-related: Jingwei Hengrun-W (688326, Buy), Bertley (603596, Buy), Desay SV (002920, Buy) [4]

长江商报消息 ●长江商报记者 汪静 长江商报记者注意到，川环科技2024年年报显示，分地区来看，公司西南地区营收5.62亿元，占比 41.21%；华东地区营收4.29亿元，占比31.48%。 川环科技（300547.SZ）拟建设华东基地。 1月26日晚间，川环科技发布定增预案，拟向特定对象发行股票，募集资金不超过10亿元，用于川环科 技（华东）智造总部基地项目（一期）及补充流动资金。 这标志着川环科技正式开启"西南+华东"双基地运营模式。 长江商报记者注意到，分地区来看，2024年，川环科技西南地区营收5.62亿元，占比41.21%；华东地区 营收4.29亿元，占比31.48%。 此次项目实施后，川环科技将实现近地化产能配套，同时将助公司在巩固汽车流体管路主业的同时，加 速向储能、数据中心液冷服务器、减震及密封材料等新兴领域拓展，开拓多元化的利润增长点。 开启"西南+华东"双基地布局 1月26日晚间，川环科技发布定增预案，公司拟向特定对象发行股票募集资金总额不超过10亿元，扣除 发行费用后的募集资金净额将用于川环科技（华东）智造总部基地项目（一期）、补充流动资金，二者 分别拟使用募资8亿元、2亿元。 公告显示 ...

4、住所：安徽省马鞍山市当涂县经济开发区涂山大道 1 号 802 室 关于投资设立全资子公司取得营业执照的公告 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。 四川川环科技股份有限公司（以下简称"公司"）于 2026 年 1 月 26 日召开 第七届董事会第十三次会议，审议通过了《关于公司对外投资设立全资子公司的 议 案 》， 具 体 内 容 详 见 公 司 于 2026 年 1 月 27 日 在 巨 潮 资 讯 网 （www.cninfo.com.cn）披露的《关于公司对外投资设立全资子公司的公告》 （公告编号：2026-014）。 近日，公司投资设立的全资子公司川环科技（安徽）有限公司已经完成注册 登记手续，并取得了安徽省马鞍山市当涂县市场监督管理局颁发的《营业执照》。 基本登记信息如下： 证券代码：300547 证券简称：川环科技 公告编号：2026-016 四川川环科技股份有限公司 1、统一社会信用代码：91340521MAK61RX08H 2、名称：川环科技（安徽）有限公司 3、类型：有限责任公司（非自然人投资或控股的法人独资） （依法须经批准的项目 ...

公告显示，华东智造总部基地项目总用地约389亩，固定资产投资约9.5亿元，主要生产汽车燃油系统、 冷却系统、排气系统等软管及总成、液冷服务器及储能设备液冷管路总成等产品，覆盖整车配套、液冷 市场、储能等应用领域。 据川环科技董事会秘书周贤华透露："项目落地安徽省马鞍山市当涂县，正是看中其身处长三角经济圈 的区位优势，该地毗邻南京、合肥等汽车产业重镇，周边集聚了大量数据中心液冷、储能系统零部件供 应商，能有效弥补公司原有西南生产基地与核心客户集群距离较远的短板，大幅缩短供货半径，降低物 流成本，提升订单响应与准时交付能力。" 1月26日晚间，四川川环科技（300547）股份有限公司(以下简称"川环科技")发布多项公告，宣布公司 将加码长三角产业布局，拟投资约11亿元在安徽当涂经济开发区建设华东智造总部基地，同时拟向特定 对象发行股票募资不超过10亿元，用于该基地一期项目建设及补充流动资金。 另外，公司还将出资1亿元设立全资子公司川环科技(安徽)有限公司，负责华东基地的建设与运营，此 举标志着公司正式开启"西南+华东"双基地运营模式，在巩固汽车流体管路主业的同时，加速向储能、 数据中心液冷服务器、减震及密封材料等 ...

本次向特定对象发行股票的种类为境内上市人民币普通股（A股），每股面值为人民币1.00元。 中国经济网北京1月27日讯 川环科技(300547.SZ)昨晚发布2026年度向特定对象发行A股股票预案显示，本次向特 定对象发行股票拟募集资金总额为不超过100,000.00万元，扣除发行费用后的募集资金净额将用于以下项目：川环科 技（华东）智造总部基地项目（一期）、补充流动资金。 | 序号 | 项目名称 | 预计投资总额 | 拟使用募集资 金金额 | | --- | --- | --- | --- | | | 川环科技(华东)智造总部基地项目(一期) | 96,309.28 | 80,000.00 | | 2 | 补充流动资金 | 20,000.00 | 20,000.00 | | | 合计 | 116,309.28 | 100,000.00 | 川环科技表示，截至预案公告日，本次发行尚未确定具体发行对象，最终是否存在因关联方认购公司本次向特 定对象发行股票构成关联交易的情形，将在发行结束后公告的发行情况报告书中披露。 本次发行前，文建树、文琦超为公司共同实际控制人。文建树和文琦超系父子关系，截至预案公告日，两人合 ...

| | | 1月26日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 德龙汇能 | 不涉及芯片及相关业务 | | | 东方日升 | 光伏产品未直接向商业航天卫星公司供货 | | 项目投资 | 川环科技 | 拟约11亿元投建川环科技(华东)智造总部基地 | | 合同中标 | 山科智能 | 中标智慧水务平台开发项目 | | 业绩换告 | 均胜电子 | 预计2025年归母净利润约13.5亿元,同比增长40.56% | | 股权转让 | 紫金矿业 | 拟收购AlliedGold Corporation 100%股权 | | 回购 | 吉祥航空 | 已实际回购1.67%公司股份 | | 增减持 | 开普检测 | 董事长姚致清拟减持不超过3%股份 | | 其他 | 浙海德曼 | 拟定增募资不超15.17亿元 | | | 特宝生物 | 拟发行可转债募资不超15.33亿元 片脂磨汇 | 【热点】 浙文互联(600986.SH)：旗下"派智"数字人业务产生的收入和利润占公司营业收入和净利润的比例均不到 1%，占比较小 东方日升(300118.SZ)：光伏产品未直接向 ...

Performance Reports - Company Kexin New Energy (300731.SZ) expects a net profit of 30 million to 40 million yuan in 2025, representing a year-on-year growth of 73.62% to 131.49% due to the promotion of new battery applications [2] - Company AVIC Chengfei (302132.SZ) anticipates a net profit of 3.4 billion to 3.6 billion yuan in 2025, reflecting a growth of 5.47% to 11.67% compared to the previous year [2] - Company ST Jinggu (600265.SH) projects a revenue of 175 million to 205 million yuan in 2025, with a net loss of 265 million to 215 million yuan, potentially triggering delisting risk [2] - Company Yijiahe (603666.SH) expects a net loss of 35 million to 24 million yuan in 2025, an improvement from a loss of 218 million yuan in the previous year [3] - Company Guoke Micro (300672.SZ) forecasts a net loss of 180 million to 250 million yuan in 2025, a significant decline from a profit of 97.15 million yuan in the previous year [3] - Company Xinbeiyang (002376.SZ) anticipates a net profit of 70 million to 80 million yuan in 2025, a year-on-year increase of 44% to 65% driven by growth in smart logistics equipment [3] - Company Tianyue Advanced (688234.SH) expects a net loss of 185 million to 225 million yuan in 2025 due to increased costs and decreased market prices [4] - Company Jieshun Technology (002609.SZ) projects a net profit of 55 million to 75 million yuan in 2025, representing a growth of 75.23% to 138.96% [4] - Company Lante Optics (688127.SH) expects a net profit of 375 million to 400 million yuan in 2025, a growth of 70.04% to 81.38% [5] - Company Duofuduo (002407.SZ) anticipates a net profit of 200 million to 280 million yuan in 2025, recovering from a loss of 30.8 million yuan in the previous year [5] - Company Efort (688165.SH) expects a net loss of 450 million to 550 million yuan in 2025, with losses expected to widen significantly [5] - Company Pulit (002324.SZ) forecasts a net profit of 361 million to 416 million yuan in 2025, a year-on-year increase of 155.76% to 194.73% [6] - Company Jinchun Co. (300877.SZ) expects a net profit of 82 million to 88 million yuan in 2025, a growth of 165.04% to 184.43% [6] - Company Huahai Pharmaceutical (600521.SH) anticipates a net profit of 224 million to 335 million yuan in 2025, a decline of 70% to 80% [6] Orders and Investments - Company Dinglong Co. (300054.SZ) plans to acquire 70% of Shenzhen Haofei New Materials Co. for 630 million yuan, with a total valuation of 900 million yuan [7] - Company Chuanhuan Technology (300547.SZ) intends to invest approximately 1.1 billion yuan to establish a manufacturing headquarters in Anhui [7] - Company Mongcao Ecological (300355.SZ) has terminated a PPP project agreement, with a total project cost of 83.87 million yuan [7] - Company Fengfan Co. (601700.SH) plans to acquire 51% of Beijing Yanling Jiaye Intelligent Technology Co. for 383 million yuan [8] - Company Haowei Group (603501.SH) intends to invest up to 50 million USD in AI chip supplier Aixin Yuanzhi [8] - Company Chengda Bio (688739.SH) plans to establish a wholly-owned subsidiary with an investment of 1 billion yuan focused on innovative drug development [8] - Company Chengda Bio (688739.SH) is also setting up a pharmaceutical investment fund with a total scale of up to 1 billion yuan [9] - Company Efort (688165.SH) is planning to acquire shares of Shanghai Shengpu Fluid Equipment Co. through a combination of cash and stock [9] Major Shareholder Changes - Company Tongfu Microelectronics (002156.SZ) reports that its controlling shareholder has reduced its stake by 15 million shares, decreasing its holding from 19.79% to 18.80% [10] Listing on Beijing Stock Exchange - Company Xiamen Tungsten (600549.SH) announces that its subsidiary Jinlong Rare Earth is applying for public stock issuance and listing on the Beijing Stock Exchange [11]

格隆汇1月26日丨川环科技(300547.SZ)公布，公司拟以自筹资金出资人民币10,000万元对外投资设 立"川环科技(安徽)有限公司"，占注册资本100%。 ...

格隆汇1月26日丨川环科技(300547.SZ)公布，根据四川川环科技股份有限公司战略规划布局的需 要，为提升公司在华东地区的服务能力和市场竞争力，吸引优秀人才、促进企业经营的可持续发展，公 司拟与安徽当涂经济开发区管理委员会(简称"经开区管委会")签订《川环科技(华东)智造总部基地项目 投资协议》，就公司拟在安徽当涂经济开发区投资人民币约11亿元建设川环科技(华东)智造总部基地相 关事项进行约定。 ...

本次向特定对象发行股票拟募集资金总额为不超过10亿元，扣除发行费用后的募集资金净额将用于川环 科技(华东)智造总部基地项目(一期)、补充流动资金。 川环科技（300547）(300547.SZ)披露2026年度向特定对象发行A股股票预案，公司拟向不超过35名(含) 发行对象发行股票，发行价格不低于定价基准日前二十个交易日公司股票交易均价的百分之八十，数量 按照募集资金总额除以发行价格确定，同时本次发行股票数量不超过5422.6543万股(含本数)。 ...