每经AI快讯，铭利达（301268.SZ）2月12日在投资者互动平台表示，公司的主要产品为结构件制造，并 不涉及电池的封装，公司生产制造所需的设备大部分均为通用型设备，可根据客户需求灵活调整，无需 大规模技术改造和适配。在新型电池结构件领域的市占率目前公司暂无相关数据。 （文章来源：每日经济新闻） ...

Core Viewpoint - Minglida (301268.SZ) primarily manufactures structural components and does not engage in battery packaging [1] Group 1 - The company's manufacturing equipment is mostly general-purpose, allowing for flexible adjustments based on customer needs without requiring large-scale technological modifications [1] - Currently, there is no available data on the company's market share in the new battery structural component sector [1]

Core Viewpoint - The company, Minglida, has terminated its investment in a new energy project in Zhaoqing, Guangdong, which was planned to have a total investment of up to 1.3 billion yuan, due to market environment assessments and strategic adjustments [1][3]. Group 1: Project Termination - The new energy key component intelligent manufacturing project was initially planned to be developed in two phases, with a total investment of up to 1.3 billion yuan, including 1 billion yuan for the first phase and 300 million yuan for the second phase [2]. - The project was intended to produce products such as battery management systems for electric vehicles, motor controllers, photovoltaic inverters, and energy storage systems, but has remained in the preliminary planning stage for over three years [1][2]. - The company stated that the termination of the project would not have a significant adverse impact on its financial status, as it was still in the planning phase [3]. Group 2: Financial Performance - The company has faced declining performance, with a net profit of 403 million yuan in 2022 dropping to 320 million yuan in 2023, and a significant loss of 469 million yuan in 2024 [4]. - The company is expected to incur further losses in 2025, with projected losses ranging from 170 million yuan to 230 million yuan, marking the second consecutive year of losses [5]. - Factors contributing to the ongoing losses include high costs associated with overseas operations, prolonged project development cycles, and increased financial expenses, alongside challenges in the photovoltaic sector [5].

Core Insights - The news highlights significant corporate announcements and performance reports from various companies, indicating potential investment opportunities and market movements. Group 1: Corporate Announcements - Ge Weidong invested 1 billion yuan to subscribe for shares in Jianghuai Automobile's private placement, acquiring approximately 20.05 million shares at a price of 49.88 yuan per share, contributing to a total fundraising of about 3.5 billion yuan from eight investors [3][4] - *ST Cube completed its suspension review and will resume trading on February 11, 2026, after confirming no undisclosed significant matters related to the company [2] - Yunnan Baiyao plans to invest 137 million yuan in a second phase project for oral liquid production to meet growing market demand [11] Group 2: Performance Reports - Semiconductor manufacturer SMIC reported a 23.2% year-on-year increase in net profit for Q4 2025, reaching 1.223 billion yuan, driven by increased wafer sales and improved capacity utilization [5] - Special Biological Company reported a net profit of 1.038 billion yuan for 2025, reflecting a 25.39% increase year-on-year, attributed to stable sales of key products and new product approvals [6] - New Zobang achieved a net profit of 1.098 billion yuan in 2025, marking a 16.56% increase compared to the previous year [6] Group 3: Fundraising and Restructuring - New Han New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Chutian Long intends to raise up to 760 million yuan for the development of innovative safety products and digital operations [8] - Yi Yi Co. decided to terminate its plan to acquire 100% equity of a pet food company due to changes in the target company's operational conditions [8] Group 4: Major Contracts and Investments - Yunjiji Group signed an EPC contract worth 1.331 billion yuan for a cement production line and power station in Zimbabwe, representing 86.66% of the company's audited revenue for 2024 [9] - Solar Energy's subsidiary plans to acquire 100% of Jinhua Windling for 527 million yuan, enhancing its position in the solar power industry [9] - Yutong Technology intends to acquire 51% of Huayan Technology for 448.8 million yuan, which will become a subsidiary post-transaction [9]

Shareholder Reductions - Liu Xiaoying of Huason Pharmaceutical plans to reduce holdings by no more than 3% [1] - Dazi Yintai of Wushang Group plans to reduce holdings by no more than 3% [1] - The controlling shareholder of Runbei Hangke intends to collectively reduce holdings by no more than 3% [1] - Zhao Dongri of Rike Chemical plans to reduce holdings by no more than 3% [1] - Guo Yongfang of Guotou Intelligent plans to reduce holdings by 859.47 million shares [1] - Liu Chengyan, a director of Wangsu Technology, plans to reduce holdings by no more than 1.07% [1] - Dashu Chengzhang of Guoke Tiancai plans to reduce holdings by no more than 3% [1] - Sun Wenqiang, chairman of Haitai Technology, plans to reduce holdings by no more than 3% [1] - Baolifeng of Magu Technology plans to reduce holdings by no more than 214.96 million shares [1] - Zhang Mingyuan of Shunna Co., Ltd. plans to reduce holdings by no more than 1% [1] - Hengdian Holdings plans to reduce 964.40 million shares of Hengdian East Magnetic [1] - Tai'an Hahe has cumulatively reduced 157.2 million shares of Haimeixing [1] - The National Integrated Circuit Fund has reduced 1.08% of Yandong Micro's shares [1] Other Developments - ST Xinhua Jin faces potential suspension risk as the deadline for fund occupation rectification approaches [1] - Minglida has terminated the investment in the construction of the Zhaoqing new energy key component intelligent manufacturing project [1]

Core Viewpoint - Companies are increasingly recognizing the importance of price risk management due to global commodity price fluctuations, engaging in futures and derivatives trading to safeguard high-quality development [1] Group 1: North Copper Industry - North Copper Industry announced plans to mitigate operational risks from price fluctuations of main products by engaging in copper, gold, and silver futures contracts through the Shanghai Futures Exchange, with a margin investment not exceeding RMB 700 million [2] - The company aims to align its futures hedging activities with its operational business to maximize the hedging of price volatility risks and has established a hedging management system to enhance internal controls and risk prevention measures [2] Group 2: Senqilin - Qingdao Senqilin Tire announced its intention to utilize the hedging functions of the futures market to effectively control market risks and mitigate adverse impacts from significant raw material price fluctuations, with a maximum margin and premium limit of RMB 200 million for its hedging activities [3] - The company will engage in futures contracts related to natural rubber and other commodities directly linked to its production operations, ensuring that the scale of its hedging activities matches its business operations [3] Group 3: Minglida - Minglida announced plans to conduct futures hedging activities to effectively address raw material price volatility risks, stabilize production costs, and enhance the predictability of its profitability, with a maximum margin and premium limit of RMB 250 million [4] - The company will limit its hedging activities to futures contracts for aluminum, aluminum alloys, and copper traded on domestic commodity exchanges, establishing a management system that outlines approval authority, operational processes, and risk control measures [4]

Group 1 - Baichuan Co., Ltd. announced a recent price increase for some of its main products due to market supply and demand factors, but the sustainability of this price fluctuation remains uncertain, making it difficult to predict the impact on the company's performance [1] - Jincheng Co., Ltd. plans to increase its acquisition of CMH Company by an additional 42.50% stake, which will give it a total ownership of 97.5% and ultimate control over CMH [2] - Xinhang New Materials intends to raise no more than 1 billion yuan through a private placement of A-shares, with the funds allocated for projects including high-performance resin production and a composite materials innovation center [3] Group 2 - SMIC reported a sales revenue of $2.489 billion for Q4 2025, a 4.5% increase quarter-on-quarter, with an annual revenue of $9.327 billion, reflecting a 16.2% year-on-year growth [4] - China Railway Construction recently won 10 major projects, each valued over 1.5 billion yuan, totaling 45.142 billion yuan, which represents 4.23% of the company's audited revenue for 2024 [5] - Shenzhen Airport recorded a passenger throughput of 5.8795 million in January 2026, a year-on-year increase of 2.84% [6] Group 3 - China State Construction reported a new contract total of 399.5 billion yuan in January 2026, marking a 1.8% year-on-year increase [7] - Jindi Group's sales amount in January 2026 decreased by 45.78% year-on-year, with a signed area of 78,000 square meters [8] - Changyuan Power achieved a power generation of 3.971 billion kWh in January 2026, a year-on-year increase of 37.81% [9] Group 4 - Senyuan Electric is expected to win a project from the Southern Power Grid valued at 272 million yuan [10] - Chengyi Pharmaceutical's products are set to be selected for the national centralized procurement of expiring varieties [12] - Xinwufeng reported a 10.71% year-on-year decrease in pig sales volume in January 2026 [13] Group 5 - Shengnong Development's sales revenue in January 2026 increased by 40.48% year-on-year, with chicken sales volume rising by 42.79% [14] - Minglida announced the termination of its investment in a key component manufacturing project due to global economic uncertainties [15] - CITIC Securities reported that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [16] Group 6 - Pianzaihuang completed the first subject enrollment for its Phase II clinical trial of PZH2107 [17] - Xinzhou Bang reported a 16.56% year-on-year increase in net profit for 2025 [18] - Ankai Bus produced 761 vehicles in January 2026, a year-on-year increase of 35.65% [19] Group 7 - Weilan Bio plans to acquire a 50% stake in Aidimeng Weilan for 47 million yuan [20] - Ningbo Gaofa intends to establish a wholly-owned subsidiary with an investment of no more than 100 million yuan [21] - Shanghai Airport signed a leasing contract worth approximately 585 million yuan with the Shanghai Airport Group [22] Group 8 - Fosun Pharma's subsidiary received acceptance for a drug registration application [23] - Jindai Home's subsidiary invested in acquiring shares in a North American market company [24] - Huatong Co. reported a 1.45% year-on-year decrease in pig sales revenue in January 2026 [25] Group 9 - Yunnan Energy Investment's Nanchong Wind Power Project has been approved with a total installed capacity of 62,500 kW [28] - Youyan Silicon reported a 10.14% year-on-year decrease in net profit for 2025 [29] - Jinpu Titanium announced a temporary shutdown of its Nanjing Titanium White production due to reduced demand [30] Group 10 - Yipin Hong completed the sale of its stake in Arthrosi for a total of $9.5 billion in upfront payments [31] - Liande Co. stated that its gas turbine business currently has limited supply, with minimal impact on overall performance [32] - Tiens Wind Power signed new contracts worth 870 million yuan in the offshore engineering sector [33] Group 11 - Daqin Railway reported a freight volume of 31.28 million tons in January 2026, a year-on-year increase of 5% [34] - ST Mingcheng successfully dismissed all claims from Beijing Fusheng in a recent court ruling [35] - Zhiyang Innovation is planning to acquire control of Lingming Photon and will continue its stock suspension for up to five trading days [36][37] Group 12 - Fulai New Materials accelerated the commercialization of flexible sensors, preparing for mass production of its third-generation electronic skin products [38] - Minhe Co. reported a 36.89% year-on-year decrease in sales of broiler chicks in January 2026 [39] - Ruiang Gene received government subsidies totaling 2 million yuan [40] Group 13 - Huiyu Pharmaceutical's shareholder was forced to reduce holdings by 0.307% due to a court order [41] - Fuyuan Pharmaceutical's subsidiary obtained a drug registration certificate for a new oral solution [42] - Xuantai Pharmaceutical's product is set to be selected for national procurement [43] Group 14 - Chunqiu Electronics completed the cancellation of 9.1369 million repurchased shares [44] - Jinguang Electric won a bid worth approximately 28.8691 million yuan [45] - Hongda Co. plans to invest approximately 71.43 million yuan in a 110kV power transmission project [46] Group 15 - Nanchao Foods reported a 1.99% year-on-year decrease in revenue for January 2026 [47] - Shisheng Intelligent plans to repurchase shares worth between 17.5 million and 35 million yuan [48]

格隆汇2月10日丨铭利达(301268.SZ)公布，公司于2022年12月19日召开的第二届董事会第三次会议及于 2023年1月4日召开的2023年第一次临时股东大会分别审议通过了《关于全资孙公司与肇庆高新技术产业 开发区管理委员会签署<投资合同>的议案》，同意公司全资子公司肇庆铭利达科技有限公司（简称"肇 庆铭利达"）拟与肇庆高新技术产业开发区管理委员会（简称"肇庆高新区管委会"）签署《投资合 同》，协议主要约定肇庆铭利达在肇庆高新区动力大街以北建设"新能源关键零部件智能制造一期项 目"。 因受2024年度及2025年度全球经济不确定性加剧、金融市场动荡等多项因素影响，基于公司对市场环境 的研判及战略发展布局的调整，为更好整合公司现有资源，优化资源配置，降低公司投资风险，经公司 孙公司肇庆铭利达与肇庆高新区管委会协商一致，拟终止实施上述新能源关键零部件智能制造一期及二 期项目，双方同意解除《一期项目投资合同》及《二期项目投资合同》，《一期项目投资合同》及《二 期项目投资合同》对甲乙双方均不再具有法律约束力，且双方互不就合同的履行或解除情况承担任何违 约责任。拟提请股东会授权董事会，并由董事会转授权经营管理层 ...

| 证券代码：301268 | 证券简称：铭利达 | 公告编号：2026-021 | | --- | --- | --- | | 债券代码：123215 | 债券简称：铭利转债 | | 深圳市铭利达精密技术股份有限公司 关于终止投资建设肇庆新能源关键零部件智能制造 项目的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 一、投资协议签署概述 深圳市铭利达精密技术股份有限公司（以下简称"公司"）于2022年12月19 日召开的第二届董事会第三次会议及于2023年1月4日召开的2023年第一次临时 股东大会分别审议通过了《关于全资孙公司与肇庆高新技术产业开发区管理委员 会签署<投资合同>的议案》，同意公司全资子公司肇庆铭利达科技有限公司（以 下简称"肇庆铭利达"）拟与肇庆高新技术产业开发区管理委员会（以下简称"肇 庆高新区管委会"）签署《投资合同》，协议主要约定肇庆铭利达在肇庆高新区 动力大街以北建设"新能源关键零部件智能制造一期项目"。具体内容详见公司 2022年12月20日披露于巨潮资讯网（http://www.cninfo.com.cn）的《关于全资 ...

证券代码：301268 证券简称：铭利达 公告编号：2026-022 债券代码：123215 债券简称：铭利转债 深圳市铭利达精密技术股份有限公司 关于召开 2026 年第二次临时股东会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 一、召开会议的基本情况 1、股东会届次：2026 年第二次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板股票上市规则》 《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》等法律、行政法规、部门 规章、规范性文件及《公司章程》的有关规定。 4、会议时间： 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2026 年 02 月 24 日 7、出席对象： （1）截至 2026 年 2 月 24 日下午收市时，在中国证券登记结算有限责任公司深圳分公司登记在册 的公司全体已发行有表决权股份的股东。上述本公司全体股东均有权出席股东会，并可以以书面形式委 托代理人出席会议和参加表决，该股东代理人不必是本公司股东。 （2）公司董 ...