（文章来源：证券日报） 证券日报网讯 2月25日，亚康股份在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 总户数为18812户。 ...

(本文来自第一财经) 大位科技跌停，光环新网、云天励飞跌超10%，奥飞数据、网宿科技、数据港、青云科技、云赛智联、 东方国信、亚康股份、杭钢股份等跌幅居前。 ...

证券代码：301085 证券简称：亚康股份 公告编号：2026-004 北京亚康万玮信息技术股份有限公司 关于归还暂时补充流动资金的闲置募集资金的公告 北京亚康万玮信息技术股份有限公司（以下简称"公司"）于 2025 年 2 月 25 日召开第二届董事会第二十二次会议、第二届监事会第十八次会议，审议通 过了《关于使用部分闲置募集资金暂时补充流动资金的议案》， 同意公司使用部 分闲置募集资金暂时补充流动资金，总额不超过 1.2 亿元，用于与主营业务相关 的生产经营，使用期限自董事会审议批准之日起不超过 12 个月，到期前将归还 至募集资金专项账户。具体内容详见公司于 2025 年 2 月 25 日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于使用部分闲置募集资金暂时补充流动资金 的公告》（公告编号：2025-012）。 在使用闲置募集资金暂时补充流动资金期间，公司严格遵守《上市公司募集 资金监管规则》《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》和公司《募集资金管理及使用制度》等有关规定，对资金进行了合 理的安排与使用，用于暂时补充流动资金的闲置募集资金仅用于与主营 ...

证券日报网讯2月11日，亚康股份（301085）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数14695户。 ...

Company Fundamentals - The company is expected to incur a loss of between 82.47 million and 123 million yuan in 2025, primarily due to an asset impairment provision of approximately 197 million yuan and a decline in gross profit from integrated sales [3] - Despite recent positive developments such as interest-free loans and litigation mediation, the loss situation remains unchanged, with a price-to-earnings ratio (TTM) of -236.68 times, limiting the stock's upward momentum [3] Market and Technical Analysis - After reaching a limit-up on February 10, the stock experienced a pullback on February 11, closing down 5.74% at 73.35 yuan, attributed to profit-taking, technical overbought conditions, and fundamental pressures [1][2] - The stock's turnover rate was high at 33.22% on February 10, with a trading volume of 1.443 billion yuan, indicating intense short-term trading activity [2] - On February 11, the turnover rate remained at 27.98%, with a trading volume of 1.223 billion yuan, but there was a net outflow of 41.39 million yuan from main funds, suggesting profit realization [2] Industry Sector Overview - The computing power leasing sector saw a slight increase of 0.33% on February 11, while related sectors such as cloud computing and big data generally declined, with the AIGC concept down by 1.85% [4] - Market funds are rotating within popular sectors, and as a small-cap stock with a circulating market value of 4.321 billion yuan, the company is more susceptible to short-term sentiment fluctuations [4] Capital Flow Dynamics - There was a divergence in capital flow, with retail investors actively buying on February 10, while institutional investors net sold 12.3 million yuan and the Shenzhen Stock Connect also saw a net outflow of 4.9 million yuan [5] - This divergence translated into selling pressure the following day, particularly as retail investors favored short-term operations, increasing stock volatility [5]

Group 1 - The AIGC concept stocks in the A-share market experienced a significant decline today, with most stocks showing negative performance after a period of activity [1] - Notable declines include Huace Film & TV down over 10%, Banachain down over 9%, and Xinhua Net, Guangdong Media, and Ingravity Media down over 8% [1] - Other companies such as Wanxing Technology, Xuan Ya International, and Zhongwen Online also saw declines of over 6% [1] Group 2 - Specific stock performance includes Huace Film & TV with a decline of 10.33% and a total market value of 19 billion [2] - Banachain decreased by 9.29% with a market value of 8.458 billion, while Xinhua Net fell by 8.81% with a market value of 16.8 billion [2] - Guangdong Media and Ingravity Media reported declines of 8.77% and 8.24%, with market values of 14 billion and 7.742 billion respectively [2]

Core Viewpoint - The resurgence of the IDC sector is driven by the increasing demand for computing power due to the rapid growth of AI models and their commercial applications [5][7]. Group 1: Market Performance - On February 10, A-share computing power concept stocks saw significant gains, with major players like Meiliyun and People's Daily hitting their daily limits [2][4]. - The cultural media sector also experienced a surge, with multiple stocks reaching their daily limits, indicating a broader market enthusiasm [2][4]. Group 2: AI Model Impact - The launch of the AI video generation model Seedance 2.0 by ByteDance has garnered attention for its ability to create high-quality videos from text or images, further driving demand for computing power [5][6]. - The consumption of tokens by major platforms like ByteDance is substantial, with daily figures reaching up to 50 trillion tokens, highlighting the exponential growth in computing needs [5]. Group 3: Commercialization and Future Outlook - The urgency for the commercialization of large models is evident, with projections indicating that OpenAI's computing costs could reach $100 billion by 2028 [7]. - The anticipated advertising revenue from AI services, such as ChatGPT, is expected to accelerate the monetization of AI technologies, benefiting service providers in the industry [7][8]. - The IDC sector is expected to maintain high growth due to ongoing advancements in AI chip performance and the establishment of a commercial ecosystem involving chips, models, and applications [8].

Core Viewpoint - Yacon Co., Ltd. (SZ301085) experienced a limit-up on February 10, 2026, with a price of 74.78 yuan, marking a 15.96% increase and a total market capitalization of 6.526 billion yuan [1] Financial Performance - The actual controller of Yacon provided a non-repayable loan of 44.5 million yuan, alleviating short-term financial pressure and demonstrating shareholder support [1] - The company reported a year-on-year increase in operating cash flow of 156.51%, indicating improved collection capabilities, while contract liabilities grew by 112.95%, ensuring future revenue [1] Legal and Operational Developments - A significant lawsuit reached a settlement, reducing uncertainty and restoring access to bank accounts, which positively impacted the company [1] Industry Context - Yacon is involved in the sales of computing power equipment integration and comprehensive services for computing power infrastructure, sectors that have recently gained popularity in the market [1] - The stock may have benefited from the overall market activity in computing-related concepts, as other stocks in the same sector also showed lively performance [1] Technical Analysis - Although specific technical indicators were not mentioned, it is inferred that there was a capital inflow on the day of the limit-up, contributing to the stock price increase [1]

2月10日，A股开盘涨跌不一，随后三大指数红盘震荡。截至发稿，沪指涨0.05％，深成指涨0.12％，创业板涨0.32％。 算力概念股盘初上扬，大位科技2连板，特发信息涨停，亚康股份、江苏有线、光环新网、城地香江、亿田智能跟涨。 | | | 东数西算/算力(02GN2006) | (+) 板块 | | --- | --- | --- | --- | | | | 1763.93 +10.87 +0.62% | | | 股票名称 | 最新价 | 主力净流入 | 涨跌幅 | | 亚康股份 | 73.51 | 3278.8万 | +13.35% (+) | | 创 301085 | | | | | 特发信息 | 16.12 | 2.0亿 | +10.03% (+) | | sz 000070 | | | | | 人民网 | 26.27 | 2.6亿 | +10.01% (+) | | SH 603000 | | | | | 大位科技 | 11.45 | 1.7亿 | +9.99% (+) | | sh 600589 | | | | | 博汇股份 | 14.46 | 536.9万 | +9.38% (+) | | 800 ...

Group 1 - The computing power leasing sector experienced an initial rise on February 10, with major companies like Dazhi Technology achieving a consecutive two-day increase in stock price [1] - Companies such as TeFa Information and People’s Daily reached their daily limit up, indicating strong market interest and investor confidence [1] - Other companies including Yacon Co., Jiangsu Cable, Guanghuan New Network, Chengdi Xiangjiang, and Yitian Intelligent also saw stock price increases, reflecting a broader positive trend in the sector [1]