（文章来源：证券日报） 证券日报网讯 2月26日，朗进科技在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 数为7862户。 ...

资金面情况 2026年2月12日当日成交额达2.71亿元，换手率10.37%，量比2.95，显示短期资金参与度较高。此前多 个交易日主力资金呈净流出态势(如2月4日净流出395万元)，但股价突破近期震荡区间后，可能吸引技 术性买盘。 经济观察网朗进科技（300594）在2026年2月12日股价上涨9.00%，收盘价为29.06元，创下60日新高。 股价表现主要受以下因素影响： 行业政策现状 目前经营状况 同日机械设备板块上涨1.45%，轨交设备板块上涨0.54%，大盘指数小幅上行，行业情绪对个股形成一 定支撑。公司作为轨道交通空调细分领域企业，其业务调整(如收缩低毛利订单)可能被部分投资者视为 长期优化信号。 根据2026年1月30日发布的业绩预告，公司预计2025年归母净利润亏损1100万元至1600万元，较2024年 同期亏损7640.6万元大幅收窄。减亏原因包括海外订单增长带动毛利率提升、应收账款减值损失减少， 以及成本管控优化。尽管仍处亏损，但市场可能对盈利改善趋势抱有预期。 公司已连续多年亏损，2025年前三季度净利润为-1350.20万元，主营业务盈利能力尚未根本扭转。2025 年曾因资金占用问题 ...

Group 1 - The A-share market saw a collective surge in liquid cooling concept stocks, with Fangsheng Co. rising by 17%, Shenling Environment increasing by over 13%, and Langjin Technology and Yimikang both up by over 12% [1] - Other notable performers included Chuanrun Co., Bojie Co., and Dayuan Pump Industry, which all hit the daily limit of 10%, while Keda, Yingweik, Kexin Innovation, and Debang Technology rose by over 7% [1] Group 2 - The table lists several stocks with their respective price changes and market capitalizations, highlighting that Youkede-W had a price increase of 20.01% with a total market value of 20.6 billion, and a year-to-date increase of 60.38% [2] - Wansheng Co. experienced a 17.01% rise, with a market cap of 2.801 billion and a year-to-date increase of 10.23% [2] - Shenmeng Environment saw a 13.84% increase, with a market cap of 22.9 billion and a year-to-date increase of 35.74% [2]

朗进科技公告，聘任邵正刚为公司财务总监兼董事会秘书，任职自董事会审议通过之日起至第六届董事 会任期届满之日止。邵正刚先生暂未取得深圳证券交易所认可的董事会秘书培训证明，已报名参加培 训，并承诺取得相关证明。在取得资格证书前，代行董事会秘书职责。 ...

证券代码：300594 证券简称：朗进科技 公告编号：2026-008 山东朗进科技股份有限公司 第六届董事会第十一次会议决议的公告 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，不存在虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 山东朗进科技股份有限公司（以下简称"公司"或"本公司"）第六届董事会第 十一次会议(临时)于 2026 年 2 月 5 日以电话、邮件的形式通知各位董事，于 2026 年 2 月 10 日上午 10:30 在公司会议室以现场结合通讯方式召开，应参加表决董 事 9 人，实际参加表决董事 9 人。会议由董事长李敬茂先生主持。本次会议的召 集、召开、表决程序符合《公司法》等法律、法规和《公司章程》的规定。 二、董事会会议审议情况 1、审议通过了《关于聘任公司财务总监兼董事会秘书的议案》。 根据《公司法》《公司章程》的规定，经董事会提名委员会提名及董事会审 计委员会资格审查，公司董事会同意聘任邵正刚先生为公司财务总监兼董事会秘 书，任职自董事会审议通过之日起至第六届董事会任期届满之日止。 鉴于邵正刚先生暂未取得深圳证券交易所认可的董事会秘书培训证明，邵正 刚先生已 ...

证券代码：300594 证券简称：朗进科技 公告编号：2026-009 邵正刚先生具备履行职责所需要的专业知识和工作经验，能够胜任岗位的职责 要求，不存在相关法律法规规定的禁止任职的情况，未有被中国证监会确定为市 场禁入者且尚未解除的情形。 鉴于邵正刚先生暂未取得深圳证券交易所认可的董事会秘书培训证明，邵正 刚先生已报名参加深圳证券交易所举办的上市公司董事会秘书任前培训，并承诺 将积极参加培训并取得相关培训证明。在取得上市公司董事会秘书培训证明前， 董事会指定邵正刚先生代行董事会秘书职责，待邵正刚先生取得董事会秘书资格 证书后，正式履行董事会秘书职责。 邵正刚先生的联系方式如下： 联系电话：0532-85930296 传真：0532-85938911 邮箱：szg@longertek.com 山东朗进科技股份有限公司 关于聘任财务总监兼董事会秘书的公告 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，不存在虚 假记载、误导性陈述或重大遗漏。 山东朗进科技股份有限公司（以下简称"公司"）于 2026 年 2 月 10 日召开 了第六届董事会第十一次会议，会议审议通过了《关于聘任公司财务总监兼董事 会秘 ...

Regulatory Environment - The capital market is experiencing a wave of intensive and strict regulatory actions, establishing a rapid response chain from investigation to punishment [1][16] - As of February 5, 2026, at least six listed companies or key individuals have been investigated, averaging one case every six days, with 13 companies receiving administrative penalty notices, averaging less than three days between each [1][10] Investigation and Penalties - Companies such as Qingyue Technology and Yuandao Communication have had their accounts frozen due to suspected information disclosure violations, with Qingyue's frozen accounts totaling approximately 134 million yuan and Yuandao's around 9.04 million yuan [2][17] - The investigation into these companies is ongoing, with significant risks of forced delisting if found guilty of major violations [5][19] Financial Performance - Qingyue Technology anticipates a net loss of between 74 million and 110 million yuan for the year 2025, attributed to intensified competition and price pressures in the electronic paper module market [3][18] - Yuandao Communication expects a substantial decline in net profit for 2025, projected to drop by 64.59% to 76.39% year-on-year [4][19] Types of Violations - The reasons for recent investigations have diversified beyond typical information disclosure violations, including market manipulation and misleading statements [6][21] - Specific cases highlight the regulatory focus on misleading statements and significant omissions, indicating a more granular approach to enforcement [8][23] Frequency of Penalties - Since the beginning of 2026, 10 listed or delisted companies have received administrative penalties, with an additional three receiving notices of intended penalties, indicating a high frequency of enforcement actions [10][24] - The issues identified among these companies include systemic financial fraud and misuse of company funds, which have been a focus of regulatory scrutiny [11][25] Long-term Regulatory Mechanisms - The regulatory framework aims to establish a long-term mechanism that discourages violations through comprehensive accountability and technological empowerment [13][28] - The integration of big data and AI in regulatory practices enhances the precision and effectiveness of oversight, targeting deeper issues within corporate governance [14][28]

Core Viewpoint - The recent regulatory actions in the capital market indicate a "zero tolerance" approach, establishing a new normal for comprehensive supervision that aims to enhance the quality of listed companies and purify the market ecosystem [1][15]. Regulatory Actions - Since the beginning of 2026, at least six listed companies or key individuals have been investigated, averaging one case every six days, with 13 companies receiving administrative penalty notices or prior notifications, averaging less than three days between each [1][11]. - The regulatory focus has shifted from merely punishing companies to targeting the entire ecosystem involved in fraudulent activities, emphasizing the need for a comprehensive response chain from investigation to punishment [1][14]. Types of Violations - The reasons for investigations have diversified, including market manipulation, information disclosure violations, misleading statements, and significant omissions [8][9]. - Specific cases highlight the increasing granularity of regulatory scrutiny, with investigations targeting misleading statements and significant omissions in disclosures [9]. Financial Penalties - As of February 5, 2026, ten listed companies or delisted companies have received administrative penalties, with three others receiving prior notifications, indicating a high frequency of enforcement actions [11]. - Serious cases of systemic financial fraud, such as *ST Changyao, have led to severe penalties, including forced delisting and substantial fines [11]. Impact on Companies - Companies like Qingyue Technology and Yuandao Communication face significant operational pressures alongside regulatory scrutiny, with projected losses and substantial declines in net profits [4][5][6]. - The regulatory environment has prompted a reduction in the misuse of company funds, with many previously problematic shareholders returning misappropriated funds [12]. Long-term Mechanism - The regulatory framework aims to establish a long-term mechanism that discourages violations through strict enforcement and technological empowerment, ensuring that companies adhere to compliance standards [13][15]. - The integration of advanced technologies like big data and AI into regulatory practices enhances the precision and effectiveness of oversight, targeting deeper and more complex fraudulent behaviors [14].

Core Viewpoint - The railway transportation equipment sector experienced a rise of 1.54% on February 3, with Langjin Technology leading the gains. The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1]. Group 1: Sector Performance - The railway transportation equipment sector saw a net inflow of 61.85 million yuan from main funds, while retail funds experienced a net inflow of 21.69 million yuan. However, speculative funds had a net outflow of 83.54 million yuan [1]. - The top-performing stock in the sector was Langjin Technology, which closed at 26.85 yuan, reflecting a 9.24% increase with a trading volume of 95,500 shares and a transaction value of 253 million yuan [1]. Group 2: Individual Stock Performance - Other notable stocks included: - Zhonghe Technology, closing at 8.44 yuan, up 3.43%, with a trading volume of 221,000 shares and a transaction value of 185 million yuan [1]. - Tianzhixin Material, closing at 8.24 yuan, up 3.13%, with a trading volume of 187,000 shares and a transaction value of 153 million yuan [1]. - Jiaokong Technology, closing at 24.92 yuan, up 3.10%, with a trading volume of 21,200 shares and a transaction value of 52.27 million yuan [1]. Group 3: Fund Flow Analysis - The fund flow analysis indicated that: - China CNR Corporation had a main fund net inflow of 122 million yuan, but both speculative and retail funds showed net outflows of 66.39 million yuan and 55.25 million yuan, respectively [2]. - Jiuzhou Yitui had a main fund net inflow of 9.37 million yuan, with speculative funds showing a net outflow of 7.18 million yuan [2]. - The overall trend showed that while main funds were entering the sector, speculative funds were withdrawing, indicating a cautious sentiment among traders [2].

浙江经建投于2026年1月22日与广州永金私募证券投资基金管理有限公司（代表广州永金乐水三号私募 证券投资基金）（以下简称"广州永金私募"）签署了《股份转让协议》，通过公开协议转让的方式将其 持有的公司股份740万股（占公司总股本8.0546%）转让给广州永金私募。 2026年2月2日，公司收到浙江经建投书面通知，浙江经建投与青岛元德众允、广州永金私募分别签署的 《股份转让协议》已获得其上级国资部门浙江省交通投资集团有限公司批复，同意浙江经建投将所持公 司460万股（占公司总股本5.0069%）按照约8528万元的价格转让给青岛元德众允投资企业（有限合 伙）；同意浙江经建投将所持公司740万股（占公司总股本8.0546%）按照约1.37亿元的价格转让给广州 永金私募证券投资基金管理有限公司。 每经AI快讯，朗进科技2月2日晚间发布公告称，公司持股5%以上股东浙江省经济建设投资有限公司 （以下简称"浙江经建投"）通过公开征集转让方式协议转让其持有的公司1200万股股份，占公司总股本 的13.06%，转让价格为18.54元/股。 浙江经建投于2025年12月31日与青岛元德众允投资企业（有限合伙）（以下简称"青岛 ...