鸿富瀚持续重点推荐20260203：签署4.8亿元购销合同获大厂背书，后续订单或持续超预期 2月3日下午，公司公告与广东全象、江西协讯签署《 查找图书 》 ，与广东全象签署了《 鸿富瀚持续重点推荐20260203：签署4.8亿元购销合同获大厂背书，后续订单或持续超预期 2月3日下午，公司公告与广东全象、江西协讯签署《 查找图书 》 ，与广东全象签署了《 查找图书 》，合同 金额为4.8亿元，购销合同约定公司向广东全象提供搬运机器人、 协作机器人、 充电机器人、新能源叉车及机器 人模组与核心零件。其中江西协讯为立讯精密旗下的全资孙公司，公司持续获得大厂站台支持。该协议有望继续 抬高公司26年年度利润。 26年利润预期抬高至5.5亿元，27年维持10亿元利润预期。 拆解26年利润，新增立讯机器人业务4.8亿元营收，0.5亿元利润，还有很大上修空间。公司持续获得大厂站台背 书，预测后续订单支持持续超预期。之前，液冷板营收贡献来自立讯10、阿里6、台达天虹2亿元，收入贡献2.7亿 元，传统导电屏蔽功能结构件业务1.5-2亿元，储能电站0.5亿元利润，合计5亿元利润。新订单带动利润比之前预 期利润提高10%。我们认为随 ...

格隆汇2月4日丨鸿富瀚(301086.SZ)涨0.05%，报149.570元，股价创历史新高，总市值134.61亿元。 ...

Core Viewpoint - Hongfuhuan (301086) has signed a tripartite cooperation framework agreement with Guangdong Quanxiang Intelligent Technology Co., Ltd. and Jiangxi Xiexun Intelligent Equipment Co., Ltd., along with a sales contract worth 480 million yuan, which represents nearly 60% of the company's audited main business revenue for 2024 [1][2]. Group 1 - The sales contract includes products such as handling robots, collaborative robots, charging robots, new energy forklifts, and robot modules and core components [1]. - Jiangxi Xiexun is a wholly-owned subsidiary of Luxshare Precision (002475), indicating a substantial business connection between Hongfuhuan and the leading consumer electronics manufacturer [1][2]. - The collaboration aims to target market opportunities in AI servers and robotics, reflecting a broader trend of consumer electronics companies seeking breakthroughs in emerging fields like robotics and AI computing power [2]. Group 2 - Hongfuhuan has previously engaged in a smaller sales contract worth 63 million yuan with Guangdong Quanxiang for handling robots, indicating a history of collaboration that has now escalated [2]. - The delivery of the 480 million yuan sales contract is expected to start in April and continue until December, which is anticipated to positively impact the company's performance and enhance market competitiveness [3]. - The partnership with Luxshare Precision signals Hongfuhuan's accelerated transformation towards smart hardware and solutions, with ongoing integration and business development expected to attract market attention [3].

Core Viewpoint - Hongfuhuan (301086) has signed a tripartite cooperation framework agreement with Guangdong Quanxiang Intelligent Technology Co., Ltd. and Jiangxi Xiexun Intelligent Equipment Co., Ltd., along with a sales contract with Guangdong Quanxiang for a total amount of 480 million yuan, which accounts for approximately 59.68% of the company's projected revenue for 2024 [1][2] Group 1 - The sales contract includes the provision of handling robots, collaborative robots, charging robots, new energy forklifts, and core components [1][2] - Hongfuhuan's stock price increased by 6.02% to 149.49 yuan per share on February 3, with a total increase of 218.06% from August 4, 2025, to February 3, 2026 [1] - The company reported a revenue of 650 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 7.87%, while net profit attributable to shareholders decreased by 25.79% to 81.66 million yuan [2] Group 2 - The tripartite agreement aims to leverage each party's resources in AI servers and robotics, enhancing collaboration in technology research and product supply [2][4] - The collaboration will explore opportunities in the research, production, sales, and deployment of industrial and service robots, as well as the design of robot modules and core components [4] - A regular communication and coordination mechanism will be established among the parties to facilitate project implementation and joint market research [4] Group 3 - Guangdong Quanxiang focuses on the research and manufacturing of fork-type robots (AGV) and has previously signed a 630 million yuan sales contract for handling robots with Hongfuhuan [3] - Jiangxi Xiexun is a wholly-owned subsidiary of Luxshare Precision (002475), involved in ODM, JDM, and OEM businesses related to robotic products and smart warehousing solutions [3] - The collaboration among the three companies aims to create a comprehensive industrial chain from robot components to complete machine production and deployment [4]

Buybacks and Shareholder Actions - Guizhou Moutai has repurchased a total of 416,900 shares, accounting for 0.0333% of its total share capital, with a total payment of 571 million yuan [1] - Contemporary Amperex Technology Co., Ltd. has repurchased 15,990,800 shares, representing 0.3628% of its total A-share capital, with a total transaction amount of 4.386 billion yuan [2] - SF Holding has repurchased 5,095,850 shares, which is 1.01% of its total share capital, with a total amount of approximately 2 billion yuan [10] - Wireless Media has seen its major shareholders reduce their stakes, with Wensheng Fund and its concerted parties reducing 4% of the total share capital [12] Corporate Actions and Financial Updates - Tai Ling Microelectronics announced that its second-largest shareholder, the National Integrated Circuit Industry Investment Fund, has reduced its stake from 6.95% to 5.97% by selling 2,321,300 shares [3] - Nape Mining has terminated its investment in Swiss Veritas Resources AG due to changes in delivery conditions, with no breach of contract [4] - Huangshan Tourism plans to invest approximately 530 million yuan in the construction of a hotel project, with a total building area of 79,178.15 square meters [8][9] - *ST Jinling's restructuring plan has been approved by the court, allowing the company to enter the execution phase of the plan [7] Performance and Sales - Country Garden reported a contract sales amount of approximately 2.21 billion yuan for January 2026, with a sales area of about 280,000 square meters [11] - Industrial Fulian has accumulated a total buyback fund of 247 million yuan as of January 31, 2026 [17] - Yutong Bus produced 2,167 vehicles in January 2026, a decrease of 15.35% year-on-year [17]

证券日报网讯 2月3日，鸿富瀚发布公告称，公司于2026年2月2日与广东全象智能科技有限公司（简 称"广东全象"）、江西协讯智能装备有限公司签署了《三方合作框架协议》；与广东全象签署了《设备 购销合同》（简称"购销合同"）。购销合同约定公司向广东全象提供搬运机器人、协作机器人、充电机 器人、新能源叉车及机器人模组与核心零件，合同金额为人民币48，000.00万元（含税）；该购销合同 金额约占公司2024年度经审计主营业务收入的59.68%。 （文章来源：证券日报） ...

Macro Dynamics - The People's Bank of China (PBOC) Shanghai Headquarters emphasizes the need for reasonable growth in financing throughout the year, particularly in the first quarter, and balanced allocation of credit [2] - Beijing's financial system aims to enhance support for key areas such as expanding domestic demand, technological innovation, and small and micro enterprises, while also improving risk management and regulatory effectiveness [3] Financial Institutions - Ningbo Bank's vice president, Fu Wensheng, has received approval for his appointment from the Ningbo Financial Regulatory Bureau [6] Market Data - In January 2026, A-share new account openings reached 4.9158 million, a month-on-month increase of 89% and a year-on-year increase of 213% compared to January 2025 [5] - The Shenzhen Component Index rebounded over 2%, with more than 4,800 stocks in the market rising, while the Shanghai Composite Index and ChiNext Index also saw gains [8] - As of February 2, the total margin balance in the two markets decreased by 5.93 billion yuan [11] Company Dynamics - *ST Hengji received a court ruling for a performance compensation payment of 175 million yuan [12] - Beijing's first land auction of 2026 raised 8.56 billion yuan, with ByteDance acquiring a commercial financial service land in Haidian for 2.8 billion yuan [13] - Hongfu Han signed a contract worth 480 million yuan with Guangdong Quanxiang for the supply of robots and related products, which is expected to significantly impact the company's future performance [14] - Ningde Times has repurchased 15.9908 million A-shares for a total amount of 4.386 billion yuan as of January 31, 2026 [17] - Kweichow Moutai has repurchased 416,900 shares for a total payment of 571 million yuan as of the end of January 2026 [18]

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 黄山旅游：拟投资约5.3亿元建设黄山滨江东路12号酒店项目 黄山旅游公告，公司于2026年2月3日召开第九届董事会第十九次会议，审议通过了《关于投资建设黄山滨江东路12号酒店项目的议案》，同意公司投资建设 黄山滨江东路12号酒店项目，预计投资金额约为5.3亿元，资金来源为公司自筹资金。该项目位于黄山市中心政务区及商务区核心，总建筑面积79178.15平方 米，目前建筑主体已完成。公司将对既有建筑实施全面改造与品质升级，打造高端酒店。项目建设周期预计为24个月，静态投资回收期为16.14年。 杭电股份：公司股票价格短期涨幅较大 存在交易风险 杭电股份公告称，公司股票价格短期涨幅较大，2026年1月30日至2月3日，公司股票已连续3个交易日以涨停价收盘，公司股票价格涨幅累计达32.97%，显 著高于同行业上市公司。公司最新滚动市盈率为负，市盈率绝对值远高于同行业。公司预计2025年年度实现归属于上市公司股东的净利润-30,000万元左 右，存在经营业绩下降风险。公司特别提醒投资者注意二级市场交易风险，理性决策，审慎投资。 旭光电子：拟定增募资不超过1 ...

Group 1 - Fulin Precision's subsidiary Jiangxi Shenghua invested 270 million yuan to establish a joint venture for a 500,000-ton ferrous oxalate project, with a total investment of 1.5 billion yuan expected to be completed by September 30, 2026 [1] - Xuguang Electronics plans to raise up to 1 billion yuan through a private placement to fund high-voltage vacuum arc extinguishing chamber expansion and other projects [2] - Minexplosion Optoelectronics intends to acquire 100% equity of Xiazhi Precision, with the transaction subject to shareholder and regulatory approvals [3] Group 2 - Shangluo Electronics' controlling shareholder plans to reduce his stake by up to 3% due to personal financial needs [4] - Babi Food reported a 1.3% decline in net profit for 2025, despite an 11.22% increase in revenue [5] - Pengding Holdings' subsidiary acquired industrial land in Huai'an for 66.14 million yuan [6] Group 3 - Zhuoyue New Energy's net profit for 2025 increased by 14.16%, despite a 17.43% decline in revenue [7] - Zhongyuan Media's net profit grew by 30.99% in 2025, with revenue decreasing by 5.13% [8] - Huangshan Tourism plans to invest approximately 530 million yuan in a hotel project with a 24-month construction period [9] Group 4 - *ST Jinling's restructuring plan was approved by the court, which may improve the company's financial situation [11] - Jichuan Pharmaceutical's subsidiary paid 80 million yuan for exclusive commercialization rights of a drug [12] - Pilin Bio's subsidiary received a notice for the acceptance of a drug supplement application [13] Group 5 - Nepe Mining terminated its investment in Swiss Veritas Resources AG due to changes in conditions [14] - Jinhui Wine announced a cash dividend of 0.20 yuan per share for the first three quarters of 2025 [15] - Hualan Biological's clinical trial for a new drug received approval for an additional indication [16] Group 6 - Industrial Fulian reported a total of 247 million yuan spent on share buybacks as of January 31, 2026 [17] - Yitong Century was pre-selected for a 107 million yuan project with China Tower [18] - Wanfeng Co. noted uncertainty in future price changes for disperse dyes [19] Group 7 - Bibet's clinical trial application for a new drug was approved by the National Medical Products Administration [21] - Chengbang Co. signed new project contracts worth 40.03 million yuan in Q4 2025 [22] - *ST Hengji received a court ruling for a performance compensation of 175 million yuan [23] Group 8 - Jihua Group is planning a change in control, leading to continued stock suspension [24] - Ningbo Port expects a container throughput of 5.03 million TEUs in January 2026, a 9.5% increase [25] - Hengli Petrochemical's actual controller increased his stake by 3.3 million shares [26] Group 9 - Hongfuhan signed a sales contract worth 480 million yuan with Guangdong Quanxiang [27] - All New Good's shareholder lifted a judicial freeze on 4.36% of the company's shares [28] - Changchun High-tech's subsidiary's clinical trial application for a new drug was accepted [29] Group 10 - Xingqi Eye Medicine's clinical trial for a new drug entered the first/second phase [31] - Hanma Technology reported a 140.04% increase in new energy heavy truck production in January 2026 [32] - Hengfeng Paper plans to invest 349 million yuan in a new green printing project [33] Group 11 - Zhifei Biological's mRNA vaccine for shingles received clinical trial approval [34] - Yutong Bus reported a 15.35% decrease in production in January 2026 [35] - StarNet Ruijie plans to sign a lease contract with an affiliate for a total rent of up to 110 million yuan [36] Group 12 - Hacheng Bonda's director completed a 0.97% share reduction [37] - Hendi Pharmaceutical's application for a new drug was approved [38] - Xinhua Medical's subsidiary received a medical device registration certificate [40] Group 13 - Yaokang Bio reported a 31.49% increase in net profit for 2025 [41] - Gaotie Electric reported a 14.02% increase in net profit for 2025 [42]

其中，框架协议约定各方在AI服务器及机器人领域发挥各方在各自经营业务领域的资源优势，加强各 方在人工智能服务器及机器人技术研发、产品供应、市场推广及解决方案集成等方面的深度合作，实现 优势互补、互惠互利、共同发展的目的。购销合同约定公司向广东全象提供搬运机器人、协作机器人、 充电机器人、新能源叉车及机器人模组与核心零件，合同金额为4.8亿元(含税)。 智通财经APP讯，鸿富瀚(301086.SZ)公告，公司("乙方")于2026年2月2日与广东全象智能科技有限公司 (简称"广东全象"或"甲方")、江西协讯智能装备有限公司(简称"江西协讯"或"丙方")签署了《三方合作框 架协议》;与广东全象签署了《设备购销合同》。 ...