经济观察网中环海陆（301040）(301040.SZ)2月11日股价上涨7.38%，报收39.41元，主要受资金流入、 技术突破及行业预期等多重因素推动。 资金面与技术面 当日主力资金净流入3844.22万元，超大单和大单分别净流入1330.25万元和2513.97万元，显示机构资金 积极买入。全天换手率达15.54%，成交金额5.62亿元，市场活跃度显著提升。股价成功突破20日均线并 站稳，收盘价远高于布林带中轨，MACD和KDJ指标均呈现短期多头趋势。 股价与资金表现 公司近期涨幅突出，近5个交易日累计上涨25.23%，近60日涨幅达56.21%，年内累计涨幅38.82%，连续 的强势表现吸引了趋势交易资金的关注。 行业政策现状 公司主营风电锻件等高端装备，属于风电设备板块。市场对海上风电等新能源领域的长期发展预期，为 相关个股提供了基本面支撑。 公司状况 公司最近一次龙虎榜上榜记录为2025年11月26日，因涨幅达15%上榜，当时有多家机构席位买入。较高 的换手率和量比表明市场交投情绪活跃。 以上内容基于公开资料整理，不构成投资建议。 ...

中证鹏元资信评估股份有限公司 中证鹏元公告【2026】66 号 中证鹏元关于关注张家港中环海陆高端装备股份有限公司 2025 年业绩预计亏损事项的公告 中证鹏元资信评估股份有限公司（以下简称"中证鹏元"）对张 家港中环海陆高端装备股份有限公司（以下简称"中环海陆"或"公 司"，股票代码：301040.SZ）及其发行的下述债券开展评级。除评 级委托关系外，中证鹏元及评级从业人员与公司不存在任何足以影响 评级行为独立、客观、公正的关联关系。 | | | 主体等级 | 债项等级 评级展望 | | --- | --- | --- | --- | | 债券简称 中陆转债 | 上一次评级时间 2025 年 11 月 5 日 | A+ | 上一次评级结果 A+ 稳定 | 根据公司于 2026 年 1 月 29 日发布的《2025 年年度业绩预告》， 公司预计 2025 年度实现归属于上市公司股东的净利润为-9,130 万元 亿元至-7,581 万元（上年同期为-15,359.10 万元），扣除非经常性 损益的净利润为-9,557 万元至-8,008 万元（上年同期为-17,062.18 万元）。 针对以上事项，中证鹏元及时 ...

(本文来自第一财经) 巨力索具涨停，中环海陆涨超15%，天马新材、通光线缆、信维通信、神剑股份、海兰信、金风科技等 跟涨。 巨力索具涨停，中环海陆涨超15%，天马新材、通光线缆、信维通信、神剑股份、海兰信、金风科技等 跟涨。 (本文来自第一财经) ...

Core Viewpoint - The A-share market has seen a significant rise in certain commercial aerospace concept stocks, indicating a positive trend in this sector [1]. Group 1: Stock Performance - Zhonghuan Hailu (301040) increased by 13.28%, with a total market value of 3.967 billion and a year-to-date increase of 39.73% [2]. - Changjiang Communication (600345) rose by 10.01%, with a market capitalization of 13.2 billion and a year-to-date increase of 15.41% [2]. - Juliy Suoj (002342) saw a 9.00% increase, with a market value of 19.8 billion and a remarkable year-to-date increase of 123.70% [2]. - Changguang Huaxin (688048) increased by 7.11%, with a market capitalization of 23.8 billion and a year-to-date increase of 7.88% [2]. - Tongguang Cable (300265) rose by 6.99%, with a market value of 8.019 billion and a year-to-date increase of 27.99% [2]. - Jiangshun Technology (001400) increased by 6.22%, with a market capitalization of 6.744 billion and a year-to-date increase of 44.55% [2]. - Xunwei Communication (300136) rose by 5.71%, with a market value of 79.6 billion and a year-to-date increase of 32.68% [2]. - Changlan Technology (002879) increased by 5.39%, with a market capitalization of 4.345 billion and a year-to-date increase of 21.16% [2].

格隆汇2月6日｜A股市场部分商业航天概念股走强，其中，中环海陆涨超13%，长江通信10CM涨停， 巨力索具涨9%，长光华芯涨超7%，通光线缆、江顺科技涨超6%，信维通信、长缆科技涨超5%。 ...

Group 1: Amazon Financial Performance - Amazon reported Q4 sales of $213.39 billion, exceeding the estimate of $211.49 billion, with earnings per share of $1.95, slightly below the forecast of $1.96 [2] - The company plans to invest approximately $200 billion in capital expenditures by 2026, indicating a strong commitment to growth and technology investment [2] - Amazon's projected revenue for Q1 is between $173.5 billion and $178.5 billion, reflecting continued growth expectations [2] Group 2: Stock Market Overview - Major U.S. stock indices experienced declines, with the Dow Jones down 1.2%, Nasdaq down 1.59%, and S&P 500 down 1.23% [3][4] - Large tech stocks saw significant drops, with Microsoft down nearly 5%, Amazon down over 4%, and AMD down over 3% [3][4] - The Nasdaq China Golden Dragon Index rose by 0.9%, with mixed performance among popular Chinese stocks [3] Group 3: Global Asset Performance - International oil prices fell sharply, with WTI crude oil down 2.84% to $63.29 per barrel and Brent crude down 2.75% to $67.55 [4] - Precious metals also declined, with spot gold down 1.27% to $4719.69 per ounce and silver down 5.51% to $67.07 per ounce [4] - Bitcoin dropped below $63,000, trading at $62,800, while Ethereum fell over 2.72% to $1,818 [4] Group 4: AI Developments - OpenAI launched a new coding model, GPT-5.3 Codex, which is 25% faster than its predecessor and allows users to create complex software using natural language [6] - Anthropic released a new AI model, Claude Opus 4.6, designed for financial research, which can analyze corporate data and generate detailed financial reports [8] Group 5: Mergers and Acquisitions - Meituan announced plans to acquire Dingdong for approximately $717 million, which will integrate Dingdong's financial performance into Meituan's reports [9] - NIO expects to achieve its first quarterly profit in Q4 2025, with adjusted operating profit projected between 700 million and 1.2 billion yuan [10]

Group 1 - Company X is currently undergoing auditing and evaluation work [1] - Company Y has not yet received any orders in the "space photovoltaic" sector [1] - Company Z plans to invest 1 billion yuan in the construction of a synthetic biology manufacturing project in Xinjiang [1] Group 2 - Company A has won a 994 million yuan EPC project [1] - Company B's subsidiary has secured a project worth 101 million yuan [1] - Company C's subsidiary is expected to be awarded a project for the total engineering contract of Huahong FAB9B [1] Group 3 - Company D reported a net profit of 177 million yuan for 2025, representing a year-on-year increase of 42.81% [1] - Company E reported a net profit of 34.93 million yuan for 2025, with a year-on-year growth of 30.13% [1] Group 4 - Company F plans to acquire a portion of equity in Company G, which will increase its holding and achieve control [1] - Company H and its subsidiary plan to transfer 80% of the equity in Wuhan Shengchong [1] Group 5 - Company I has completed the repurchase of 875,000 shares [2] - Company J plans to raise no more than 5 billion yuan through a private placement for a 20GWh power battery project [2] - Company K's actual controller is under investigation by the China Securities Regulatory Commission for alleged market manipulation [2]

格隆汇2月5日丨中环海陆（维权）(301040.SZ)公布，股东江苏江海机械有限公司计划自本公告披露之 日起15个交易日后的3个月内拟通过集中竞价和大宗交易方式减持公司股份。其中通过集中竞价交易方 式，三个月内减持股份的总数不得超过公司股份总数的1%；通过大宗交易方式，三个月内减持股份的 总数不得超过公司股份总数的2%。 ...

Group 1 - Jiangsu Jianghai Machinery Co., Ltd., a shareholder holding 11.36% of Zhonghuan Hailu's total shares, plans to reduce its stake within three months after the announcement [1] - The reduction will occur through centralized bidding and block trading methods, with a maximum of 1% of the total shares allowed to be sold via centralized bidding and 2% via block trading within the three-month period [1]

Group 1 - Jiangsu Jianghai Machinery Co., Ltd. plans to reduce its stake in Zhonghuan Hailu by selling up to 3 million shares, representing 3.00% of the company's total share capital [1] - The reduction will occur within three months, starting 15 trading days after the announcement, with a limit of 1% through centralized bidding and 2% through block trading [1] - Jiangsu Jianghai currently holds approximately 11.36% of Zhonghuan Hailu's total shares, equating to about 11.36 million shares [1]