（来源：淘金ETF） 1. 先导智能（300450） 作为高端智能装备领域的重要企业，公司在精密制造与自动化方案上具备较强竞争力，业务覆盖新能源 装备与电子制造装备。公司为PCB行业提供高精度裁切、成型、检测等自动化生产设备，助力高多层 板、HDI板等高端产品提升生产效率与良率。随着AI服务器与数据中心建设加速，PCB行业对高端制程 装备需求持续提升，公司凭借在运动控制、精密集成方面的技术积累，不断优化适配通信板、汽车板的 装备方案。相关产品可满足头部PCB厂商扩产与技术改造需求，在电子制造装备国产化过程中保持稳定 迭代，与行业高端化、智能化发展方向高度契合，为PCB产业链提供可靠的制程装备支持，在高端制造 环节形成自身独特的行业价值。 2. 方正科技（600601） 公司背景具有国资属性，在电子信息领域拥有长期产业积淀。公司主营印制电路板的研发、生产与销 售，产品覆盖通信基站板、工业控制板、消费电子板等，广泛应用于网络设备、工业终端、智能家居等 场景。企业持续推进PCB产线工艺升级，重点提升高多层板与高频高速板占比，强化产品可靠性与信号 传输性能，以适配5G通信、工业互联网等领域的升级需求。在行业向集中化、 ...

1、回购股份方案主要内容 证券代码：300679 证券简称：电连技术 公告编号：2026-005 电连技术股份有限公司 回购报告书 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。 重要内容提示： 电连技术股份有限公司（以下简称"公司"）拟使用自有资金或自筹资金（含 股票回购专项贷款资金等）通过深圳证券交易所交易系统以集中竞价交易方式回购 部分公司已发行的人民币普通股（A 股）股票（以下简称"本次回购"），用于员工 持股计划或股权激励。本次拟回购股份价格上限为董事会审议通过回购决议前三十 个交易日公司股票交易均价的 150%，即不超过人民币 69.72 元/股。本次回购股份 资金总额不低于人民币 10,000 万元（含），不超过人民币 20,000 万元（含）。按回 购资金总额上限人民币 20,000 万元、回购价格上限 69.72 元/股进行测算，预计回购 股份为 2,868,617 股，约占公司目前已发行总股本的 0.68%；按回购资金总额下限人 民币 10,000 万元、回购价格上限 69.72 元/股进行测算，预计回购股份为 1,434,309 股，约占 ...

证券代码：300679 证券简称：电连技术 公告编号：2026-006 电连技术股份有限公司 关于回购股份事项前十名股东及前十名无限售条件 股东持股情况的公告 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。 电连技术股份有限公司（以下简称"公司"）于 2026 年 2 月 9 日召开第四届董 事会第十二次会议，会议审议通过了《关于回购公司股份方案的议案》，具体内容 详见公司于 2026 年 2 月 9 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于 回购公司股份方案的公告》（公告编号：2026-003）等相关公告。 一、前十名股东持股情况 | | 期混合型证券投资基金 | | | | --- | --- | --- | --- | | 9 | 王克明 | 5,313,600 | 1.25 | | 10 | 潘晓辉 | 4,193,315 | 0.99 | 注：以上股东的持股数量为合并普通账户和融资融券信用账户后的持股数量总和。 二、前十名无限售条件股东持股情况 | 序号 | 股东名称 | 持股数量（股） | 占公司无限售条件 | ...

电连技术股份有限公司 关于公司募集资金专户部分资金被冻结暨仲裁事项的进展公告 证券代码：300679 证券简称：电连技术 公告编号：2026-004 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。 电连技术股份有限公司（以下简称"公司"）近日对募集资金账户进行核查，发 现全资子公司合肥电连技术有限公司（以下简称"合肥电连"）在中国银行股份有限 公司合肥高新技术产业开发区支行开立的募集资金专户（以下简称"募集资金专户"） 资金被冻结人民币 4,500 万元。现将相关情况公告如下： 开户主体 开户银行名称 银行账号 冻结金额（元） 账户性质 合肥电连 中国银行股份有 限公司合肥高新 技术产业开发区 支行 187261841338 45,000,000 募集资金专户 一、本次募集资金专户部分资金被冻结的基本情况 二、本次募集资金专户部分资金被冻结的原因 本次募集资金专户部分资金被冻结，源于全资子公司合肥电连与中天建设集团 有限公司（以下简称 "中天建设"）前期存在建设工程施工纠纷，相关事宜公司已 于 2025 年 5 月 20 日在巨潮资讯网（www.cninfo. ...

关于 招商证券股份有限公司 电连技术股份有限公司 募集资金专户部分资金被冻结的核查意见 招商证券股份有限公司（以下简称"招商证券"或"保荐人"）作为电连技 术股份有限公司（以下简称"电连技术"或"上市公司"）首次公开发行股票（以 下简称"本次发行"）并在创业板上市的保荐人，根据《证券发行上市保荐业务 管理办法》《上市公司募集资金监管规则》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等相关法律法规、规章和规范性文件的要求，对电连技术募集资金专户部分资金 被冻结事项进行了核查，核查情况及核查意见如下： 二、本次募集资金专户部分资金被冻结的原因 本次募集资金专户部分资金被冻结，系上市公司全资子公司合肥电连与中天 建设集团有限公司（以下简称 "中天建设"）前期存在建设工程施工合同纠纷。 因中天建设向合肥仲裁委员会申请财产保全，合肥电连募集资金专户人民币 4,500 万元资金被安徽省合肥高新技术产业开发区人民法院冻结。 保荐人在获悉募集资金账户部分资金被冻结的情况后，立即向公司了解相关 情况，保荐人提请公司及管理层高度重视上述募集资金账户部分资金被冻 ...

Group 1 - The company E-Lian Technology (300679) announced a share buyback plan on February 9, 2026, intending to repurchase shares worth no less than 100 million yuan and no more than 200 million yuan, with a maximum buyback price of 69.72 yuan per share over a period of 12 months, signaling an effort to stabilize its stock price [1] Group 2 - The stock price of E-Lian Technology showed a fluctuating trend over the past week, with a closing price increase from 41.73 yuan on February 5 to 42.18 yuan on February 10, reflecting a 1.49% increase and a trading volume of 2.66 billion yuan on February 10, despite a year-to-date decline of 13.35% [2] Group 3 - For the period from January to September 2025, E-Lian Technology reported a revenue of 4.039 billion yuan, representing a year-on-year growth of 21.20%, while the net profit attributable to shareholders decreased by 18.71% to 373 million yuan, primarily due to asset impairment losses [3] Group 4 - Analysts noted that E-Lian Technology is a leader in the RF connector sector, with its automotive connector business showing strong growth, although the 2025 performance is pressured by asset impairment risks, with a target price set at 62.53 yuan, indicating a potential upside of 48.25% from the current price [4]

Group 1 - Jinwei Co., Ltd. plans to acquire 100% equity of Fusheng Mining for 210 million yuan, which will become a wholly-owned subsidiary and included in the consolidated financial statements [2] - Mengguli intends to invest 929 million yuan to build a project with an annual production capacity of 30,000 tons of lithium-ion battery cathode materials, expected to produce 5,000 tons of high-voltage cobalt acid lithium, 10,000 tons of NCA materials, and 15,000 tons of ultra-high nickel ternary materials [2] - Xiamen Tungsten plans to acquire 39% equity of Jiujiang Dadi Mining, which will help increase mineral resource reserves and improve raw material self-sufficiency [3] Group 2 - Andavil's subsidiary received EASA certification for its aviation kitchen plug-in products, marking compliance with European aviation safety standards [2] - CIMC Vehicles disclosed that the US ITC made a preliminary ruling on anti-subsidy and anti-dumping investigations regarding Van-Type Trailers, indicating potential damage to the US domestic industry [4] - Source Technology plans to invest approximately 1.251 billion yuan to build a second phase project for the R&D and production of optoelectronic communication semiconductor chips and devices [9] Group 3 - Zhongmin Energy intends to acquire 51% equity of Mintou Pumped Storage for 864 million yuan, with the transaction price based on asset evaluation [10] - Ningbo Yunsheng plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [11] - Wenkai Co., Ltd. won a bid for a landscape project worth 50.8162 million yuan [12] Group 4 - China Merchants Shekou achieved a signed sales amount of 7.674 billion yuan in January 2026 [16] - AVIC Optoelectronics reported a net profit of 2.124 billion yuan for 2025, a year-on-year decrease of 36.69% [17] - Tiankang Bio reported a sales revenue of 392 million yuan from pig sales in January 2026, with a month-on-month increase of 6.23% [18] Group 5 - Poly Developments reported a signed amount of 15.617 billion yuan in January 2026, a year-on-year decrease of 13.31% [19] - Chengtou Holdings reported a net profit of 290 million yuan for 2025, a year-on-year increase of 19.67% [20] - Qianjin Pharmaceutical reported a net profit of 288 million yuan for 2025, a year-on-year increase of 24.74% [21]

Group 1: Financing Measures and Market Reactions - The Shanghai and Shenzhen Stock Exchanges announced a package of measures to optimize refinancing, aiming to support high-quality listed companies and improve refinancing efficiency [1] - The domestic gold jewelry prices have rebounded, with prices reaching 1555-1560 RMB per gram [1] - The lithium carbonate market saw a rebound with prices increasing by over 5% due to improved market sentiment [1] Group 2: Price Adjustments and Market Trends - Major global PC manufacturers, including Lenovo and HP, have initiated price increases due to rising upstream storage costs, with some products seeing price hikes of over 600 RMB in a single day [2] - The storage industry is projected to see significant growth, with its value expected to reach 551.6 billion USD, surpassing that of the wafer foundry sector [2] Group 3: Corporate Developments - The company Dingxin Communications faced penalties for short-term trading by its executive, resulting in a fine of 120,000 RMB [7] - Sanbo Brain Science announced the lifting of a supervisory order against its chairman, allowing normal operations to resume [8] - Jinwei Co. plans to acquire 100% of Fusheng Mining for 210 million RMB, expanding its mining operations [10] Group 4: Project Wins and Acquisitions - Yitong Century won a bid for a project worth 107 million RMB to provide comprehensive maintenance services for China Tower [11] - Jida Communication is expected to receive approximately 51 million RMB from a project with China Mobile [12] - Zhongmin Energy intends to acquire 51% of Fujian Yongtai Mintou Pumped Storage Co. for 864 million RMB [13] Group 5: Financial Performance - Qianjin Pharmaceutical reported a slight revenue increase of 0.13% for 2025, with a net profit growth of 24.74% [17] - Dongwei Technology achieved a significant net profit growth of 86.81% for 2025, with total revenue increasing by 47.65% [18] Group 6: Market Performance - The market saw a strong performance with the ChiNext Index rising nearly 3%, driven by AI applications and other sectors [20]

Group 1 - XianDao Intelligent has set the final price for its H-share public offering at HKD 45.8 per share, with expected listing on February 11, 2026 [1] - Jida Communication is a candidate for a project with China Mobile, with an estimated service fee of approximately CNY 51.04 million [2] - Bowei Alloy's controlling shareholder plans to increase holdings by CNY 100 million to 150 million from February 10 to August 9, 2026 [3] Group 2 - Xiamen Airport reported 16,368 aircraft takeoffs and landings in January 2026, a year-on-year decrease of 4.82%, with passenger throughput of 2.38 million, down 3.84% [4] - Yitong Century has won a bid for a project worth CNY 107 million, providing comprehensive maintenance services for China Tower [5] - Huayi Brothers' controlling shareholder's 70 million shares are subject to judicial auction, representing 42.89% of his holdings and 2.52% of the company's total shares [6] Group 3 - Lianhuan Pharmaceutical received approval for the sale of Tadalafil tablets (20mg) in Ghana [7] - Aonong Biological reported a pig sales volume of 166,600 in January 2026, a year-on-year increase of 35.36% [8] - Xiantan Co. achieved chicken product sales revenue of CNY 546 million in January 2026, a year-on-year increase of 54.9% [9] Group 4 - Zhengbang Technology reported a January sales revenue of CNY 816 million from pig sales, a year-on-year increase of 19.69% [10] - Qianjin Pharmaceutical's net profit for 2025 grew by 24.74% to CNY 288 million [11] - Xinhua Pharmaceutical received a drug registration certificate for glucosamine sulfate capsules [12] Group 5 - Yuandong Bio completed the first dosing of its EP-0210 monoclonal antibody in a Phase I clinical trial for inflammatory bowel disease [13] - Jiaokong Technology signed a contract for the Sydney Metro West Line signal system subcontracting project worth AUD 93.53 million [14] - Dangsheng Technology signed a strategic cooperation framework agreement with Huineng Technology in solid-state batteries and the new energy industry [15] Group 6 - Jinhui Co. plans to acquire 100% of Fusheng Mining for CNY 210 million [16] - Cangzhou Mingzhu announced Guangzhou Light Industry as its new controlling shareholder after a share transfer [17] - Dingxin Technology's vice president was fined CNY 120,000 for short-term trading [18][19] Group 7 - China Modern Pharmaceutical's subsidiary passed a GMP compliance inspection for its production line [20] - Chaosheng Electronics plans to increase capital by CNY 400 million in its subsidiary to enhance competitiveness [21] - Lonyu Mountain reported a 25.03% year-on-year increase in pig sales revenue in January 2026 [22] Group 8 - Sanbo Brain Science's chairman has been released from investigation, and the company is operating normally [23] - Hainan Mining is planning to acquire control of Luoyang Fengrui Fluorine Industry and will resume trading on February 10, 2026 [24] - Dongwei Technology's net profit for 2025 increased by 86.81% [25] Group 9 - Yuanjie Technology plans to invest CNY 1.251 billion in a semiconductor chip and device R&D production base [26] - Metro Design signed a contract for an energy management project with Guangzhou Metro Group worth CNY 924 million [27] - Zhongmin Energy intends to acquire 51% of Fujian Yongtai Mintou Pumped Storage Co. for CNY 864 million [28] Group 10 - Dianzhi Technology plans to repurchase shares worth CNY 100 million to 200 million [29] - China Baoan was not selected as a restructuring investor for the Singshan Group [30] - Zhiguang Electric's subsidiary signed a CNY 1.004 billion contract for energy storage systems [31] Group 11 - Zhifei Biological received approval for a clinical trial of its herpes zoster vaccine [32] - KQ Bio received a new veterinary drug registration certificate for a vaccine against porcine circovirus type 2 [33] - Huanxu Electronics reported a 4% year-on-year increase in consolidated revenue for January 2026 [34] Group 12 - Xiangjia Co. reported a 10.42% year-on-year increase in live poultry sales revenue in January 2026 [35] - Kemin Foods' subsidiary reported a 68.29% year-on-year increase in pig sales revenue in January 2026 [36] - Liyuan Technology signed a procurement contract worth CNY 54.98 million [37] Group 13 - Jiuqiang Bio received a medical device registration certificate for a fibrin degradation product detection kit [38] - Zhongguancun's subsidiary passed the consistency evaluation for Tramadol Hydrochloride tablets [39] - Rundou Co. received a drug registration certificate for Candesartan Etil [40]

Core Viewpoint - The company, 电连技术, plans to repurchase its A-shares using its own or self-raised funds, with a total repurchase amount between RMB 100 million and RMB 200 million, at a price not exceeding RMB 69.72 per share [1] Group 1 - The company intends to utilize its own funds or funds raised through stock repurchase loans for the buyback [1] - The repurchase will be conducted through the Shenzhen Stock Exchange trading system via centralized bidding [1] - The minimum repurchase amount is set at RMB 100 million, while the maximum is RMB 200 million [1]