证券日报网讯2月25日，致远新能（300985）在互动平台回答投资者提问时表示，截至2026年2月13日公 司股东户数为11101户。 ...

Group 1: Stock Performance and Market Reaction - On February 4, 2026, the stock price of Zhiyuan New Energy reached a limit up at 25.10 CNY per share, with a daily increase of 19.98%. This surge was driven by the Ministry of Industry and Information Technology's meeting on February 3, which proposed to promote breakthroughs in the hydrogen energy sector, leading to market expectations of long-term policy support for the company's hydrogen energy business [1] Group 2: Recent Financial Performance - On January 29, 2026, the company announced a profit forecast for 2025, expecting a net loss attributable to shareholders of 25 million to 40 million CNY, a significant reduction from a loss of 192 million CNY in 2024 (a decrease of 79.16% to 86.97%). This improvement is attributed to increased sales revenue from the LNG supply system, although profit margins are under pressure [2] - For the first three quarters of 2025, the company reported revenue of 1.205 billion CNY, a year-on-year increase of 24.49%, but a net profit of 46.1 million CNY, reflecting a year-on-year decline of 2.67%. The company faced pressure on profit margins and reported negative operating cash flow [6] Group 3: Strategic Adjustments and Project Developments - On January 13, 2026, the company announced the termination of the "Hydrogen Energy Equipment Intelligent Manufacturing Project," reallocating the remaining raised funds of 73.3683 million CNY to supplement working capital. The project had already invested 26.7637 million CNY, and the termination was due to insufficient market demand for hydrogen energy, a focus on core business, and the need to alleviate financial pressure [3] Group 4: Shareholder Dynamics - As of January 31, 2026, the number of shareholders decreased to 9,114, a reduction of 700 from January 20, representing a 7.13% decline and marking the third consecutive decrease. During the same period, the financing balance increased by 6.10%, indicating a rise in market concentration [4] Group 5: Insider Selling - On December 29, 2025, the company announced that a concerted action by the controlling shareholder planned to reduce holdings by up to 2.8 million shares (approximately 1.53% of total shares) within three months after 15 trading days. This plan may be implemented from early 2026 to April, and the impact of this reduction on market sentiment should be monitored [5]

Core Viewpoint - LNG is recognized as a clean energy source that effectively reduces automotive exhaust pollutants and greenhouse gas emissions, leading to increased demand for clean energy vehicles, particularly heavy-duty trucks that utilize LNG due to its high storage density and long range [1][7]. LNG Cylinder Industry Overview - LNG vehicle cylinders are high-vacuum insulated containers specifically designed for storing liquefied natural gas (LNG) as fuel, featuring a double-layer structure that minimizes external heat impact [3][4]. - The industry has experienced a decline in sales from 2020 to 2022 due to a drop in heavy-duty truck sales, exacerbated by the pandemic's impact on factory operations and logistics [1][8]. Market Demand and Growth - In 2023, the LNG vehicle cylinder industry in China saw a significant sales increase of 292.7% year-on-year, driven by the advantages of oil and gas price differentials and supportive policies [1][8]. - The industry is projected to continue growing, with sales expected to reach 250,300 units by 2025, reflecting an 8.8% year-on-year increase [1][8]. Industry Chain and Raw Materials - The upstream materials for LNG vehicle cylinders include steel, aluminum alloys, and other insulation materials, which are crucial for safety, manufacturing costs, and supply stability [4][6]. - The production of stainless steel, a key material for LNG cylinders, has shown a recovery trend, with production expected to reach 39.44 million tons in 2024, marking a 7.5% year-on-year increase [6]. Competitive Landscape - The LNG vehicle cylinder industry features a diverse competitive landscape, with leading companies leveraging full industry chain advantages and resource integration to maintain market dominance [9][12]. - Key players include Zhangjiagang Furui Special Equipment Co., Ltd., CIMC Enric Holdings Limited, and Beijing Jingcheng Machinery Electric Company, among others [9][10]. Industry Development Trends - The industry is focusing on lightweight and intelligent designs, utilizing new composite materials and IoT technology for real-time monitoring and predictive maintenance [11][12]. - The demand for LNG vehicle cylinders is expected to expand due to increasing global emphasis on environmental protection and the replacement of older LNG vehicles [11][12]. - The industry is anticipated to undergo consolidation, with stricter regulations raising entry barriers, favoring larger companies with comprehensive product certifications [12].

Core Viewpoint - The company, Zhiyuan New Energy (300985.SZ), has received a notification regarding a share reduction by its controlling shareholder and actual controller, Huifeng Group, along with associated parties [1] Group 1 - Huifeng Group and its associates, including Wang Ran and Zhongzhi Huiyuan, have informed the company about a share reduction that has reached a 1% integer threshold [1] - Zhongzhi Huiyuan plans to reduce its holdings by selling 1.6 million unrestricted circulating shares from February 3 to February 4, 2026 [1] - The shares being sold represent approximately 0.8579% of the company's total share capital and about 0.8753% when excluding shares held in the repurchase special account [1]

证券代码：300985 证券简称：致远新能 公告编号：2026-007 长春致远新能源装备股份有限公司 关于控股股东、实际控制人的一致行动人减持股份触及 1%整数倍 的公告 公司控股股东、实际控制人及其一致行动人长春市汇锋新能源装备（集团）有限公 司、王然、长春市众志汇远投资合伙企业(有限合伙)保证向本公司提供的信息内容真实、 准确和完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、本次权益变动的基本情况 董事会 公司于近日收到控股股东、实际控制人及其一致行动人长春市汇锋新能源装备（集 团）有限公司（以下简称"汇锋集团"）、王然、众志汇远出具的《关于股份减持触及 1%整数倍的告知函》，众志汇远于 2026 年 2 月 3 日至 2026 年 2 月 4 日期间通过集中竞 价方式减持其持有公司的无限售流通股 1,600,000 股（占公司总股本比例 0.8579%，占剔 除回购专用账户股份后公司总股本的 0.8753%）。本次权益变动后，公司控股股东、实际 控制人及其一致行动人汇锋集团、王然、众志汇远合计持有公司股份 ...

Group 1 - The hydrogen energy sector has seen a significant rally, with companies like ZhiYuan New Energy hitting a 20% limit up, indicating strong investor interest and market momentum [1] - Other companies in the sector, such as Hupu Co. and Xinjin Power, have also experienced notable gains, rising over 10%, reflecting a broader positive trend in hydrogen energy investments [1] - Companies like Shudao Equipment and Huadian Science & Technology have shown substantial increases in their stock prices, contributing to the overall growth in the hydrogen energy market [1]

Market Performance - The general equipment sector increased by 0.34% compared to the previous trading day, with Zhiyuan New Energy leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Top Gainers - Zhiyuan New Energy (300985) closed at 25.10, up 19.98% with a trading volume of 150,400 shares and a transaction value of 357 million [1] - New Jin Power (300157) closed at 6.13, up 12.48% with a trading volume of 1,982,500 shares and a transaction value of 1.2 billion [1] - Chunhui Zhikong (300943) closed at 33.93, up 11.25% with a trading volume of 342,300 shares [1] Top Losers - Naikan Mining Machinery (300818) closed at 40.86, down 16.98% with a trading volume of 169,300 shares and a transaction value of 701 million [2] - Lio Co., Ltd. (002131) closed at 9.26, down 9.04% with a trading volume of 13,710,000 shares and a transaction value of 13.079 billion [2] - Deen Precision (300780) closed at 27.38, down 7.90% with a trading volume of 264,000 shares and a transaction value of 753 million [2] Capital Flow - The general equipment sector experienced a net outflow of 2.227 billion from main funds, while retail funds saw a net inflow of 1.982 billion [2][3] - Major stocks like Juyi Sockets (002342) had a net inflow of 284 million from main funds but a net outflow of 177 million from speculative funds [3] - Beijing Shares (600860) had a significant net inflow of 111 million from main funds, indicating strong interest [3]

Market Overview - The market rebounded with the Shanghai Composite Index returning to 4100 points and the Shenzhen Component Index turning positive after previously dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.48 trillion yuan, a decrease of 633 billion yuan compared to the previous trading day [1] Sector Performance - The coal sector experienced a surge with over ten stocks hitting the daily limit, including Shaanxi Black Cat, Yanzhou Coal Mining, and China Coal Energy [1] - The space photovoltaic sector saw significant gains, with Zhonglai Co. hitting a 20% limit up and Guosheng Technology achieving two consecutive limit ups [1] - The airport and shipping sector strengthened, with China Eastern Airlines and Huaxia Airlines both hitting the daily limit [1] - The real estate sector was active, with Rong'an Real Estate, Caixin Development, and I Love My Home all reaching the daily limit [1] - The hydrogen energy sector rapidly increased, with Beijing Capital Co. and Zhiyuan New Energy hitting the daily limit [1] Declining Sectors - The AI application sector faced significant declines, with stocks like Yili Media and Tiandi Online hitting the daily limit down, and several others experiencing substantial drops [1] - Precious metals and computing hardware sectors also saw notable declines [1] Index Performance - At the close, the Shanghai Composite Index rose by 0.85%, the Shenzhen Component Index increased by 0.21%, while the ChiNext Index fell by 0.4% [1]

Market Overview - On February 4, the A-share market experienced a decline, with the Shanghai Composite Index turning negative and the ChiNext Index dropping over 2%. The total trading volume in the Shanghai and Shenzhen markets reached 1.63 trillion yuan, an increase of 12.7 billion yuan compared to the previous trading day, with over 2900 stocks declining [1]. Sector Performance - The space photovoltaic concept showed strong performance, with Zhonglai Co. hitting the daily limit and Guosheng Technology achieving two consecutive limits. The airport and shipping sectors also performed well, with China Eastern Airlines and Huaxia Airlines reaching their daily limits. The real estate sector was active, with Rong'an Real Estate and Caixin Development hitting their daily limits. The hydrogen energy concept surged, with Jingcheng Co. and Zhiyuan New Energy reaching their daily limits [4]. - The coal sector experienced a significant surge, with major coal companies like Yanzhou Coal Mining and China Coal Energy both hitting their daily limits. Other stocks such as Shaanxi Black Cat and Meijin Energy also reached their daily limits, while Shaanxi Coal and Chemical, Shanxi Coal International, Xinji Energy, and China Shenhua followed suit [4]. Coal Supply Impact - Reports indicate that the Indonesian government has proposed a significant production cut, leading to a suspension of spot coal exports by local miners. China is the largest importer of Indonesian coal, with an expected import of 242 million tons in 2024, accounting for 42.73% of Indonesia's total exports. This suspension is projected to impact China's thermal coal supply by 5.3%, increasing inventory pressure on power plants in Southeast China. Additionally, there are reports of rising coal prices domestically [6]. Precious Metals Market - The precious metals sector opened with a rebound but later turned negative, with companies like Zijin Mining and Hunan Gold experiencing declines. The National Investment Silver LOF resumed trading and hit the daily limit down, with a latest premium rate of 64.6%. After significant drops on January 30 and February 2, spot gold prices rebounded to over $5000, while spot silver reached $88 per ounce [7]. - Market sentiment remains volatile, with speculative funds showing significant movement. The geopolitical uncertainty surrounding US-Iran negotiations continues to pose risks. Overall, the precious metals market is influenced heavily by market emotions, with short-term volatility risks to be monitored, while long-term trends remain optimistic [7]. Individual Stock Highlights - Guizhou Moutai's stock rose over 2%, reaching a price above 1500 yuan for the first time since September 15, 2025 [8]. Hong Kong Market - The Hang Seng Technology Index fell over 2%, with many tech stocks in Hong Kong experiencing declines. Notable drops included Bilibili down over 4%, Tencent Holdings down over 3%, and other companies like Baidu, Lenovo, NetEase, Meituan, and Xiaomi all falling over 2% [9]. Cryptocurrency Market - The cryptocurrency market saw a collective downturn, with Bitcoin experiencing a high-level correction of nearly 40% [10].

Market Overview - The A-share market experienced a volatile decline, with the Shanghai Composite Index turning negative and the ChiNext Index dropping over 2% during the session [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.62 trillion yuan, an increase of 116 billion yuan compared to the previous trading day [1] Sector Performance - The space photovoltaic concept saw a significant surge, with Zhonglai Co. hitting the daily limit up of 20% and Guosheng Technology achieving two consecutive limit-ups [3] - The coal sector rebounded collectively, with Yanzhou Coal, China Coal Energy, and Shanxi Black Cat all reaching the daily limit up [3] - The airport and shipping sectors strengthened, with China Eastern Airlines and Huaxia Airlines also hitting the daily limit up [3] - The real estate sector was active, with Rong'an Real Estate and Caixin Development reaching the daily limit up [3] - The hydrogen energy concept experienced a rapid rise, with Beijing Capital and Zhiyuan New Energy hitting the daily limit up [3] Declining Sectors - The precious metals sector opened high but fell back, with Zhaojin Mining and Sichuan Gold experiencing significant declines [3] - The AI application sector saw a collective downturn, with Yili Media hitting the daily limit down [3] Closing Summary - By the end of the trading session, the Shenzhen Component Index fell by 0.92%, and the ChiNext Index dropped by 1.74% [3]