Group 1 - The core point of the article is that NATION MINING MACHINERY LLC, a subsidiary of NEP Mining Machinery, has signed a three-year supply contract with Oyu Tolgoi LLC to provide mining equipment, spare parts, engineering and design services, consulting services, installation technical services, and after-sales services [1] - Oyu Tolgoi LLC is the largest copper and gold mining company in Mongolia, operating the Oyu Tolgoi project, which has a total resource of over 46 million tons of copper and 2,600 tons of gold [1] - The Oyu Tolgoi project is expected to increase its mining output by 50% year-on-year by 2025, with an average annual copper production target of 500,000 tons from both open-pit and underground mines over the next four years [1] Group 2 - The Oyu Tolgoi project is one of the world's leading copper deposits, operated by Rio Tinto, and is of critical importance to the Mongolian economy and global copper supply [1] - The contract is considered to have low performance risk due to the strong financial backing of the global super-large copper company involved [1]

Group 1 - The core point of the article is that NATION MINING MACHINERY LLC, a subsidiary of NEP Mining Machinery, has signed a three-year supply contract with Oyu Tolgoi LLC to provide mining equipment, spare parts, engineering and design services, consulting services, installation technical services, and after-sales services [1] - Oyu Tolgoi LLC is the largest copper and gold mining company in Mongolia, operating the Oyu Tolgoi project, which has a total resource of over 46 million tons of copper and 2,600 tons of gold [1] - The Oyu Tolgoi project is expected to increase its mining output by 50% year-on-year by 2025, with an average annual copper production target of 500,000 tons from both open-pit and underground mines over the next four years [1] Group 2 - The Oyu Tolgoi project is one of the largest copper deposits globally, operated by Rio Tinto, and is significant for both the Mongolian economy and global copper supply [1] - The financial strength of Rio Tinto, as a leading global copper company, indicates a low risk of contract performance for NEP Mining Machinery [1]

| 证券代码：300818 | 证券简称：耐普矿机 | | 公告编号：2026-019 | | --- | --- | --- | --- | | 债券代码：123265 | 债券简称：耐普转 | 02 | | 江西耐普矿机股份有限公司 关于签订经营性框架合同的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 特别提示： 1.本次签署合同为三年期框架性合同，未明确约定具体金额，后续业务合作 以另行签订的实际业务合同或订单为准，合同自签订之日起生效。 2.合同的签订预计将对公司未来三年的经营业绩产生积极影响，对公司进一 步开拓海外市场，落实公司战略发展目标起到推动作用。 3.合同虽已正式签署并正式生效，但在合同履行过程中可能存在因外部宏观 环境重大变化、政策变化以及其他不可预见或不可抗力等因素，导致合同无法全 面履行的风险。敬请广大投资者注意投资风险。 一、合同签署情况 江西耐普矿机股份有限公司（以下简称"公司"）控股子公司 NATIONAL MINING MACHINERY LLC（民族矿机有限责任公司）近日与蒙古国 Oyu Tolgoi LLC 签订了三年 ...

2月11日，耐普矿机涨5.05%，截至发稿，报42.83元/股，成交6727.23万元，换手率1.47%，总市值72.29 亿元。 资料显示，江西耐普矿机股份有限公司位于江西省上饶市上饶经济技术开发区经开大道318号，成立日 期2005年10月14日，上市日期2020年2月12日，公司主营业务涉及从事重型矿山选矿装备及其新材料耐 磨备件的研发、生产、销售及服务等业务。主营业务收入构成为：矿用橡胶耐磨备件71.25%，矿用金 属备件14.05%，选矿设备10.44%，矿用管道3.69%，其他0.57%。 东方红收益增强债券A（001862）成立日期2015年11月2日，最新规模20.8亿。今年以来收益2.1%，同 类排名504/7081；近一年收益12.86%，同类排名211/6282；成立以来收益71.48%。 东方红收益增强债券A（001862）基金经理为孔令超。 截至发稿，孔令超累计任职时间9年193天，现任基金资产总规模252.77亿元，任职期间最佳基金回报 80.19%， 任职期间最差基金回报-0.31%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文 ...

江西耐普矿机股份有限公司（以下简称"公司"）第五届董事会第三十三次 会议于 2026 年 2 月 10 日在公司会议室以现场结合通讯表决方式召开，会议通知 于 2026 年 2 月 6 日以电话、电子邮件、即时通信工具等方式送达。本次会议由 公司董事长郑昊先生主持，会议应出席董事 7 名，实际出席董事 7 名，公司高级 管理人员列席了本次会议。本次会议的召开符合《中华人民共和国公司法》及《江 西耐普矿机股份有限公司章程》《江西耐普矿机股份有限公司董事会议事规则》 等法律法规的有关规定，表决所形成的决议合法、有效。 二、董事会会议审议情况 经与会董事认真审议和表决，形成决议如下： （一）审议通过《关于使用募集资金置换预先投入募投项目自筹资金 及已支付发行费用的议案》； | 证券代码：300818 | 证券简称：耐普矿机 | 公告编号：2026-017 | | --- | --- | --- | | 债券代码：123265 | 债券简称：耐普转 02 | | 江西耐普矿机股份有限公司 第五届董事会第三十三次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 ...

根据中国证券监督管理委员会《关于同意江西耐普矿机股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可〔2025〕3021 号）同意，并 经深圳证券交易所许可。公司向不特定对象发行 4,500,000 张可转换公司债券， 每张面值为人民币 100 元，募集资金总额人民币 450,000,000.00 元。扣除承销费 用（不含增值税）人民币 5,660,377.36 元后，实收募集资金人民币 444,339,622.64 元于 2026 年 1 月 22 日汇入公司开立的募集资金专户。 本次向不特定对象发行可转换公司债券各项发行费用（不含增值税）合计人 民币 7,950,123.67 元，实际募集资金净额为人民币 442,049,876.33 元。德皓会计 师事务所（特殊普通合伙）于 2026 年 1 月 22 日出具了《江西耐普矿机股份有限 公司向不特定对象发行可转换公司债券认购资金实收情况的验资报告》（德皓验 字[2026]00000006 号），对以上募集资金到账情况进行了审验确认。公司已对上 述募集资金进行了专户存储管理，并与保荐机构、募集资金监管银行签订了《募 集资金三方监管协议》。 二、 ...

| 证券代码：300818 | 证券简称：耐普矿机 | 公告编号：2026-018 | | --- | --- | --- | | 债券代码：123265 | 债券简称：耐普转 02 | | 江西耐普矿机股份有限公司 关于使用募集资金置换预先投入募投项目自筹资金及 已支付发行费用的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 江西耐普矿机股份有限公司（以下简称"公司"）于 2026 年 2 月 10 日召开 第五届董事会第三十三次会议，审议通过了《关于使用募集资金置换预先投入募 投项目自筹资金及已支付发行费用的议案》，同意公司合计使用募集资金人民币 8,582.84 万元置换已预先投入募集资金投资项目（以下简称"募投项目"）及已 支付发行费用的自筹资金。现将具体情况公告如下。 一、募集资金基本情况 三、使用募集资金置换先期投入情况 1.以自筹资金预先投入募投项目情况 根据中国证券监督管理委员会《关于同意江西耐普矿机股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可〔2025〕3021 号），并经 深圳证券交易所许可。公司向不特定对象发行 ...

江西耐普矿机股份有限公司 以自筹资金预先投入募集资金投资项目 及已支付发行费用的鉴证报告 德皓核字[2026]00000538 号 北 京 德 皓 国 际 会 计 师 事 务 所 (特 殊 普 通 合 伙 ) 北京德皓国际会计师事务所（特殊普通合伙） 以自筹资金预先投入募集资金投资项目 及已支付发行费用的鉴证报告 目 录 页 次 一、 以自筹资金预先投入募集资金投资项目及已 支付发行费用的鉴证报告 1-2 二、 江西耐普矿机股份有限公司以自筹资金预先 投入募集资金投资项目及已支付发行费用的 专项说明 1-3 北京市丰台区西四环中路 78 号院首汇广场 10 号楼[100141] 电话:86(10)6827 8880 传真:86(10)6823 8100 Beijing Dehao International Certified PublicAccountants(Limited Liability Partnership) 江西耐普矿机股份有限公司 第 1页 以自筹资金预先投入募集资金投资项目 及已支付发行费用的鉴证报告 德皓核字[2026]00000538 号 江西耐普矿机股份有限公司全体股东： 我们审核了 ...

Group 1 - Institutional research enthusiasm remains high, with 113 A-share listed companies disclosing investor research records as of February 6, leading to a 50% increase in stock prices for companies involved in institutional research [1] - Zairun New Energy topped the weekly stock price increase with a 70.84% rise, followed by Olay New Materials at 32.25% and Triangle Defense at 19.14%, with several other companies also seeing significant gains [1] - Popular stocks such as Naipu Mining, Huanxu Electronics, and Daikin Heavy Industries received over 100 institutional research inquiries, indicating strong investor interest [1] Group 2 - Naipu Mining announced the termination of its investment in overseas mining projects, specifically the acquisition of Swiss Veridat Resources and the Alacran copper-gold-silver mine in Colombia, due to increased risks associated with changing conditions and the political environment in Colombia [2] - The total investment amount for the terminated project was $146 million (approximately 1.02 billion RMB), representing 56% of Naipu Mining's net assets [2] - Naipu Mining plans to continue its dual development strategy, focusing on strengthening its core business while exploring investment opportunities in stable regions like Central Asia and Southeast Asia [2] Group 3 - With copper and gold prices at high levels, there is a significant increase in downstream customers' willingness to increase capital expenditures, which is expected to boost sales for Naipu Mining [3] - The second phase of Zijin's Jilong Copper Mine has commenced production, which will enhance Naipu Mining's sales of complete machines and aftermarket consumables [3] Group 4 - Huanxu Electronics received attention from 113 institutional investors, focusing on its 2025 Q4 performance and the impact of storage price increases on its business [4] - The company reported a 5.3% quarter-over-quarter and a 6.8% year-over-year decline in Q4 2025 revenue, totaling 15.55 billion RMB, with a full-year revenue of 59.2 billion RMB, down 2.5% year-over-year [4] - Huanxu Electronics anticipates rapid growth in revenue from AI accelerator cards, driven by strong demand from CSP customers, and is actively communicating with clients regarding AI server motherboard opportunities [4] Group 5 - Huanxu Electronics is optimistic about the application prospects of SiP in smart glasses, planning to increase investment in this area to strengthen its competitive edge [5] Group 6 - Daikin Heavy Industries hosted 109 institutional investors to discuss its offshore engineering base, which aims to become a world-class factory for deep-sea wind power structures [6] - The base covers over 1,300 acres with an annual design capacity of 500,000 tons, producing large foundation structures suitable for 15MW to 25MW wind turbines [7] - Daikin Heavy Industries plans to enhance project delivery capabilities and profitability through localized assembly and service capabilities, addressing industry challenges in offshore wind development [7]

Core Viewpoint - The article highlights the ongoing enthusiasm of institutional investors in A-share listed companies, with significant stock price increases observed in several companies following recent institutional research activities [3]. Group 1: Institutional Research and Stock Performance - As of February 6, 113 A-share listed companies disclosed institutional investor research records, with 50% of these companies experiencing stock price increases [3]. - Notable stock performers include ZeRun New Energy with a 70.84% weekly increase, followed by Euro-Lai New Materials at 32.25%, and Triangle Defense at 19.14% [3]. - Companies such as ZeRun New Energy, Euro-Lai New Materials, and Guoneng Rixin have recently reached historical stock price highs [3]. Group 2: Company-Specific Developments - Naipu Mining Machine terminated its investment in overseas mining projects, citing significant changes in equity transfer conditions and increased risks associated with Colombia's political and economic environment [5]. - The total investment amount for the terminated project was $146 million (approximately 1.02 billion RMB), representing 56% of Naipu's net assets [5]. - Naipu plans to focus on strengthening its core business in mineral processing and will consider investment opportunities in stable regions like Central Asia and Southeast Asia [5]. Group 3: Market Trends and Customer Insights - Naipu Mining Machine noted a significant increase in downstream customers' willingness to increase capital expenditures, driven by the production ramp-up of Zijin's Jilong Copper Mine [6]. - The processing capacity of the mine is expected to increase from 45 million tons to over 105 million tons, positively impacting Naipu's sales of complete machines and aftermarket consumables [6]. Group 4: Ringxu Electronics' Performance - Ringxu Electronics reported a 5.3% quarter-over-quarter decline in Q4 2025 revenue, with a year-over-year decline of 6.8%, primarily due to decreased material procurement costs and a downturn in the automotive and electronics sectors [7]. - The company anticipates growth in AI accelerator card revenues, driven by strong demand from CSP customers, and is actively engaging with clients for AI server motherboard opportunities [7]. - Ringxu believes that rising storage prices will enhance the competitiveness of its major clients' products in the consumer electronics market [7]. Group 5: Dajin Heavy Industry's Offshore Base - Dajin Heavy Industry hosted 109 institutional investors to discuss its offshore engineering base, which aims to become a world-class factory for large-scale offshore wind foundation structures [9]. - The base will have an annual design capacity of 500,000 tons and will address industry challenges related to high costs and low delivery efficiency in offshore wind development [9]. - Dajin plans to enhance local assembly capabilities and service levels through its overseas terminal layout in Denmark, Germany, and Spain, improving project delivery and profitability [9].