格隆汇2月4日丨科创新源(300731.SZ)公布，控股子公司无锡昆成新材料科技有限公司（简称"无锡昆 成"）于近日收到了由江苏省科学技术厅、江苏省财政厅、国家税务总局江苏省税务局联合颁发的《高 新技术企业证书》，属于原《高新技术企业证书》有效期满后重新通过认定的情形，新证书编号为 GR202532008818，发证日期为2025年12月19日，有效期三年。 ...

证券代码：300731 证券简称：科创新源 公告编号：2026-010 深圳科创新源新材料股份有限公司 特此公告。 深圳科创新源新材料股份有限公司 关于控股子公司再次通过高新技术企业认定的公告 根据《中华人民共和国企业所得税法》以及国家对高新技术企业的相关税收 规定，无锡昆成自重新通过高新技术企业认定起连续三年（2025 年度至 2027 年 度）可享受高新技术企业的税收优惠政策，即按 15%的税率缴纳企业所得税。 无锡昆成 2025 年已根据相关规定按 15%的企业所得税税率进行纳税申报， 无锡昆成本次通过高新技术企业资格重新认定不会对公司 2025 年度经营业绩产 生影响。 二、备查文件 《高新技术企业证书》。 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。 一、基本情况 深圳科创新源新材料股份有限公司（以下简称"公司"）控股子公司无锡昆 成新材料科技有限公司（以下简称"无锡昆成"）于近日收到了由江苏省科学技 术厅、江苏省财政厅、国家税务总局江苏省税务局联合颁发的《高新技术企业证 书》，属于原《高新技术企业证书》有效期满后重新通过认定的情形，新证书编 号为 ...

Group 1 - February macro outlook indicates a favorable macro environment for equity markets, with expectations of strong economic and credit data at the beginning of the year [7][9] - The strategy outlook suggests a transition in market styles, with a focus on growth "rest" and a continued bullish stance while adjusting portfolio structures [9][10] - The quantitative strategy emphasizes investing in small-cap stocks and taking long positions before the Spring Festival [10] Group 2 - The February gold stock selection includes companies from various sectors: - Electronics: Shiyun Circuit, Shengkong Co. - Consumer Electronics: Baiwei Storage - Computing: Yunsai Zhiliang - Communication: Kexin Innovation Source - Non-ferrous Metals: Shengtun Mining, Luoyang Molybdenum - Machinery: Zhonglian Heavy Industry - Coal: Huaibei Mining - Non-bank Financials: Dongfang Securities [12][14] - The rationale for selected stocks includes: - Shiyun Circuit is expected to benefit from emerging fields such as commercial aerospace and intelligent driving, potentially leading to significant growth [13] - Shengkong Co. is positioned to gain from the semiconductor cycle, with demand driven by AI and storage needs [17] - Baiwei Storage is set to capitalize on the AI infrastructure boom, with a focus on domestic market share growth [20] - Yunsai Zhiliang is anticipated to see increased demand for cloud services and IDC, driven by AI advancements [22] - Kexin Innovation Source is expected to achieve breakthroughs in the AI liquid cooling market, enhancing revenue and profitability [26] - Shengtun Mining is projected to improve profitability through copper price increases and strategic acquisitions [31] - Luoyang Molybdenum is expected to benefit from increased copper and cobalt production, alongside new gold mining projects [35] - Zhonglian Heavy Industry is positioned for growth through diversification in machinery sectors and global expansion [40] - Huaibei Mining is highlighted for its high elasticity in coking coal, with price improvements expected in 2026 [46] - Dongfang Securities is set to benefit from regulatory support and potential mergers, enhancing its market position [49]

Group 1: AI Computing Hardware - Microsoft and Meta reported that the AI computing power supply will remain tight until 2026, with Q4 capital expenditures exceeding market expectations: Microsoft at $37.5 billion and Meta at $22.137 billion [5] - Meta is preparing to pay up to $6 billion to Corning for fiber optic cables, driven by AI computing demand, which is expected to boost the global fiber optic market for 2 to 3 years [10] - Shanghai plans to advance the construction of intelligent computing infrastructure, with increasing AI computing demand leading to a rise in single-chip power consumption and cabinet density, making liquid cooling technology a mainstream solution [14] Group 2: Semiconductor Industry - Micron Technology announced an additional investment of $24 billion in Singapore over the next decade for a new NAND flash wafer fab, following a $100 billion project in New York to address unprecedented supply tightness [16] - Cokwan Technology, which specializes in functional devices, has launched a production line for 400G/800G high-speed optical modules, showing significant technological advantages and broad application prospects [16] - Lanqi Technology, a major supplier of DDR5 memory interface chips, is expected to benefit from increased CPU demand driven by AI inference, with Intel and AMD planning to raise server CPU prices [17][18] Group 3: Chemical Industry - The price of epoxy propylene in China saw a significant increase of nearly 10% in January, indicating a recovery in industry conditions, with some companies reporting full orders and production schedules extending into February [24] - Hongbaoli is building an epoxy propylene-ether, amine, and derivative industrial chain, with its polyurethane base's annual production capacity increasing to 190,000 tons, attracting significant capital attention [25]

今天，A股1月行情收官。1月，上证指数累计上涨3.76%，深证成指累计上涨5.03%，创业板指累计上涨4.47%。 对于今天市场热点的转换，市场分析认为，近期，多因素共振推动资金加速流入贵金属板块。当前，由于短期涨幅过大，部分机构提示追高风险。目前贵 金属板块市场热度较高，情绪趋于回归理性，资金在避险与成长之间寻求再平衡，部分投资者开始转向低位科技板块。 截至收盘，上证指数跌0.96%，深证成指跌0.66%，创业板指涨1.27%。 板块方面，转基因、种植业与林业、大豆、造纸、光纤概念、共封装光学（CPO）等板块涨幅居前，贵金属、有色金属、油气开采及服务等板块调整。 从板块表现看，有色金属与科技主线贯穿全月，呈现交替领涨格局。贵金属板块表现亮眼。科技股方面，AI应用板块表现强势；商业航天板块反复活 跃。 个股方面，科技股反弹，科创新源（300731）午后"20CM"涨停、天奇股份（002009）走出"5天3板"；湖南黄金（002155）实现"5连板"；多只粮食概念股 走高，登海种业（002041）、敦煌种业（600354）等股涨停。 A股三大指数今天走势分化，创业板指午后持续走强，盘中一度涨近2%，近日大热的贵 ...

Group 1: Agricultural Industry - DaFa V is expected to release a significant document related to hybrid corn seed production, highlighting the leading companies in the sector such as YinHai Seed Industry, ZhongShui HaiYe, WanXiang DeNong, and DunHuang Seed Industry [2] - Agricultural Development Group, a key player in seed production, has a comprehensive strength ranking among domestic seed producers, focusing on corn, wheat, and rice seeds, with extensive land holdings [2] - The company has seen a rapid stock price increase, with a notable performance of 3 trading days with 2 price limits [2] Group 2: Robotics and AI - Beijing Humanoid Robot Innovation Center has launched a pilot verification platform, indicating advancements in humanoid robotics [3] - Tianqi Co. has partnered with various companies to provide diverse robotic products and solutions, with a notable collaboration for the 2026 Spring Festival [3] - The company has seen significant stock performance, with 5 trading days and 3 price limits [3] Group 3: Semiconductor and Electronics - Companies like TaiJi Industrial and ShiYiDa are leading in DRAM packaging and semiconductor testing equipment, with significant revenue growth expected [3][4] - The semiconductor industry is experiencing a surge in demand, with companies like JingPuTe and BaiYun Electric focusing on innovative solutions for data centers and electric drive systems [4] - Google Cloud has announced price increases, reflecting the growing demand for cloud services [4] Group 4: Space and Satellite Communication - LongJiang Communication is focusing on low-orbit satellite communication, contributing to the establishment of standards in the industry [5] - TianTong Co. is showcasing its capabilities in commercial satellite technology and electronic manufacturing services, enhancing the supply chain for the aerospace industry [5] Group 5: Chemical and Material Industry - BaiChuan Co. is actively involved in the production of chemical products and is expanding into the lithium battery materials sector [5] - The company is also experiencing stock performance with 3 trading days and 3 price limits [5] - The PCB materials market is seeing price increases, with Japanese manufacturers raising prices by over 30% [5] Group 6: Consumer Goods and Retail - The State Council has issued a plan to accelerate the growth of service consumption, impacting companies in the retail and entertainment sectors [3] - Companies like HengDian Film and HuangTai Liquor are experiencing stock price increases, indicating positive market sentiment [3]

2026年1月30日，科创新源（sz300731）触及涨停，涨停价69.92元，涨幅19.99%，总市值88.40亿元，流 通市值84.03亿元，截止发稿，总成交额14.43亿元。 根据喜娜AI异动分析，科创新源涨停原因可能如下，新能源业务+股权激励+业绩增长： 1、公司基本面 整体稳健，新能源业务增长强劲。2025年前三季度归母净利润同比增长153.29%，动力电池散热液冷板 业务表现突出，2025年年报显示盈利大幅增加，归母净利润3000万 - 4000万，同比73.62% - 131.49%。 这表明新能源业务为公司带来显著业绩提升，是股价上涨的重要动力。 2、公司实施股权激励计划，覆 盖19名核心员工，并设置2026 - 2028年净利润增长50%/100%/200%的高目标。此计划彰显了公司对未来 发展的信心，激励员工为实现目标而努力，有利于提升公司的运营效率和盈利能力。 3、从市场板块表 现来看，近期新能源汽车产业链相关个股表现活跃，资金关注度较高。科创新源与宁德时代合作关系持 续巩固，且汽车密封条业务增长，欧式导槽工艺产品进入大批量交付阶段，收入规模快速提升，契合当 前市场热点。技术面上，若该股 ...

（记者 王瀚黎） 每经AI快讯，科创新源1月29日晚间发布公告称，公司第四届第十五次董事会会议于2026年1月29日在 深圳市光明区新湖街道同富裕工业园富川科技工业园2号厂房3楼会议室以现场方式召开。会议审议了 《关于调整2025年限制性股票激励计划相关事项的议案》等文件。 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 ...

深圳科创新源新材料股份有限公司 董事会薪酬与考核委员会关于公司 2025 年限制性股票激励 计划首次授予激励对象名单的核查意见（授予日） 根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共和 国证券法》《上市公司股权激励管理办法》（以下简称《管理办法》）、《深圳 证券交易所创业板股票上市规则》（以下简称《创业板股票上市规则》）等有关 法律、法规、规范性文件和《深圳科创新源新材料股份有限公司章程》（以下简 称《公司章程》）的相关规定，深圳科创新源新材料股份有限公司（以下简称"公 司"）第四届董事会薪酬与考核委员会就公司《2025 年限制性股票激励计划（草 案）》（以下简称"本激励计划"、《激励计划（草案）》）首次授予激励对象 名单进行核查，发表核查意见如下： 1.公司本激励计划首次授予的激励对象不存在《管理办法》《创业板股票上 市规则》等法律、法规规定的不得成为激励对象的情形，包括： （6）中国证监会认定的其他情形。 2.公司本激励计划首次授予的激励对象未包括公司独立董事、单独或者合计 持有公司 5%以上股份的股东或实际控制人及其配偶、父母、子女和外籍员工。 3.公司本激励计划首次授予激励对象人员 ...

证券代码：300731 证券简称：科创新源 公告编号：2026-009 深圳科创新源新材料股份有限公司 关于向激励对象首次授予限制性股票的公告 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。 深圳科创新源新材料股份有限公司（以下简称"公司"）《2025 年限制性 股票激励计划（草案）》（以下简称"本激励计划"、《激励计划（草案）》） 规定的限制性股票首次授予条件已经成就，根据公司 2026 年第一次临时股东会 的授权，公司于 2026 年 1 月 29 日召开第四届董事会第十五次会议，审议通过了 《关于向激励对象首次授予限制性股票的议案》（以下简称"本次授予事项"或 "本次授予"），确定以 2026 年 1 月 29 日为首次授予日，以 29.47 元/股的价格 向符合授予条件的 18 名激励对象首次授予 100.00 万股限制性股票。现将有关事 项说明如下： 一、本激励计划简述及已履行的相关审批程序 （一）本激励计划简述 1.激励工具：本激励计划采取的激励工具为限制性股票（包括第一类限制性 股票及第二类限制性股票，下同）。 2.股票来源：公司从二级市场回购的 ...