Market Overview - A total of 44 stocks hit the daily limit, while 10 stocks faced limit down, resulting in a sealing rate of 81%. The three major indices narrowed their losses in the afternoon after initially dropping over 1%. The North Securities 50 Index fell over 2%. The total trading volume in the Shanghai and Shenzhen markets was 2.18 trillion yuan, a decrease of 304.8 billion yuan compared to the previous trading day. Over 3,700 stocks in the market declined. Consumer sectors such as film, beauty care, food and beverage, and retail led the gains, while sectors like photovoltaic, precious metals, electric grid equipment, and lithium mining faced declines. By the close, the Shanghai Composite Index fell by 0.64%, the Shenzhen Component Index by 1.44%, and the ChiNext Index by 1.55% [1][3]. Stock Performance Analysis - The advancement rate for consecutive limit-up stocks dropped to 23.08%, with a notable divergence in high-level stocks. Two previously high-profile stocks that achieved four consecutive limit-ups failed to advance further. Recent active funds have continued to gather around high-profile stocks involved in mergers and acquisitions or equity transfers. The stock "Minbao Optoelectronics," a merger and acquisition stock, achieved a significant turnover and maintained its four consecutive limit-ups. Meanwhile, stocks related to equity transfers, such as "Jiamei Packaging" and "Fenglong Co.," showed a weak-to-strong trend and reached historical highs. Despite the recent recovery in the consumer sector, the overall market sentiment remains poor due to the continued shrinkage of trading volume [3][4]. Sector Highlights - The Ministry of Commerce and eight other units recently issued a notice regarding the "2026 'Shopping New Spring' Special Activity Plan," signaling the start of the Spring Festival consumption peak. Benefiting from the release of several new films during the Spring Festival, the film sector has rebounded, with stocks like "Hengdian Film" recovering from previous declines. The retail sector has also seen significant gains, with stocks such as "Hangzhou Jiebai" and "Xinhua Du" hitting the daily limit. The liquor sector has performed well, with "Kweichow Moutai" achieving four consecutive gains, bringing its total market value close to 1.95 trillion yuan. The financial sector has shown strength in the afternoon, reflecting a recovery in some city commercial banks' performance [5][7]. Technology and Cloud Services - Following price increases by major North American cloud service providers like Google and Amazon, domestic cloud service providers are under scrutiny regarding when they will implement price hikes. The emergence of the open-source AI assistant "OpenClaw" has sparked interest among domestic cloud providers, leading to a resurgence in the computing power leasing concept. Stocks such as "Qunxing Toys" and "Erli San" have rebounded significantly. The latest financial report from Infineon, a power semiconductor giant, exceeded expectations, indicating that power semiconductors may become a new growth area under the increasing demand for data center power [6][9]. Investment Trends - In January 2026, the number of new investor accounts reached 4.9158 million, a month-on-month increase of 89% and a year-on-year surge of 213%. The fund market also saw a hot trend, with 546,300 new accounts opened, reflecting increases of 123.8% month-on-month and 168.7% year-on-year. The financial sector showed strong performance in the afternoon, with stocks like "Hualin Securities" hitting the daily limit. Internet financial platforms have outperformed traditional brokerages, with companies like "Tonghuashun" forecasting a more than 50% increase in net profit year-on-year [7][9]. Commercial Space and Aerospace - The U.S. Federal Communications Commission (FCC) has accepted SpaceX's application to build a non-geostationary satellite system, leading to a continued recovery in the commercial space sector. Stocks such as "Shenjian Co." and "Beimo High-Tech" hit the daily limit, while previously popular stocks in the space photovoltaic sector have cooled down. The acceleration of the space photovoltaic concept is closely related to Elon Musk's plans for significant expansion, with several companies issuing clarifications regarding rumors in the industry [8][9].

每经AI快讯，民爆光电涨10.12%，报85.61元/股，股价再创新高，总市值突破89.60亿元，成交额达1.24 亿元。 （文章来源：每日经济新闻） ...

长江商报消息●长江商报记者 徐佳 借资产并购进军PCB领域，民爆光电（301362.SZ）成为市场追捧焦点。 日前，民爆光电公布对外收购计划，拟通过发行股份的方式收购厦门厦芝精密科技有限公司（以下简 称"厦芝精密"）49%股权，并募集配套资金。同时，上市公司将以现金收购厦芝精密51%股权，该现金 交易与发行股份购买资产不互为前提。 两笔交易完成之后，民爆光电将合计持有厦芝精密100%股权，厦芝精密将成为上市公司全资子公司， 民爆光电的主营业务将延伸至PCB钻针领域。 在当前AI产业爆发增长的背景下实施并购，民爆光电将加速战略转型，分享AI产业及PCB钻针行业发展 带来的成长红利。 数据显示，2025年，厦芝精密实现营业收入1.35亿元，净利润1127.37万元。截至2025年末，厦芝精密资 产总额1.53亿元，所有者权益3965.18万元。 上述现金收购中，标的资产的转让对价预计不超过2.5亿元。以此粗略计算，厦芝精密100%股权的对价 或将达4.9亿元。 二级市场上，发布收购方案后，民爆光电已连收三个涨停板。截至2月4日收盘，报77.74元/股，较停牌 前一个交易日收盘价累计已上涨72.8%。 "两步走"全 ...

2月4日主力资金净流入4251.67万元；游资资金净流出2947.9万元；散户资金净流出1303.77万元。 截至2026年2月4日收盘，民爆光电(301362)报收于77.74元，上涨20.01%，已连续涨停3天，换手率 18.98%，成交量5.63万手，成交额4.38亿元。 当日关注点 交易信息汇总资金流向 龙虎榜上榜 沪深交易所2026年2月4日公布的交易公开信息显示，民爆光电（301362）因日涨幅达到15%的前5只证 券登上龙虎榜。此次是近5个交易日内第3次上榜。 董秘： 尊敬的投资者您好，关于标的公司的业绩情况请查阅公司于2026年1月31日披露于巨潮资讯网的 《深圳民爆光电股份有限公司发行股份购买资产并募集配套资金暨关联交易预案》。二级市场股价受宏 观政策、市场情绪等综合因素影响，请理性看待，注意投资风险。感谢您的关注。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总股票交易异常波动公告 来自交易信息汇总：2月4日主力资金净流入4251.67万元，显著高于游资与散户资金动向。 来自公司公告汇总：民爆光电拟 ...

Core Viewpoint - The company, Minbao Optoelectronics, has indicated that investors should refer to its asset acquisition and fundraising plan disclosed on January 31, 2026, for details on the performance of the target company [1] Group 1 - The company responded to investor inquiries on its performance through an interactive platform [1] - The stock price in the secondary market is influenced by macro policies and market sentiment, and investors are advised to approach this with rationality [1]

Core Viewpoint - Minbao Optoelectronics (SZ301362) reached its daily limit on February 4, 2026, with a price of 77.74 yuan, marking a 20.01% increase, and a total market capitalization of 8.137 billion yuan, driven by strategic transformation and business synergy [1] Group 1: Company Developments - The company announced the acquisition of equity in Xiazhi Precision, entering the high-end PCB drilling needle sector, which allows it to tap into high-end supply chains such as AI servers and 5G communications, aiming to create a second growth curve [1] - A restricted stock incentive plan covering 223 core employees was introduced for 2025, aligning employee interests with long-term operational stability [1] Group 2: Business Synergy - Minbao Optoelectronics, originally engaged in LED lighting, can leverage its precision manufacturing experience to complement its new business, enhancing collaborative development with Xiazhi Precision, which possesses R&D capabilities for micro-drilling below 0.2mm and has established long-term partnerships with globally recognized PCB manufacturers [1] Group 3: Market Performance - The stock was included in the "Dragon and Tiger List" on February 2 and 3, indicating significant participation from speculative funds, with trading volumes of 42.0207 million yuan and 36.0488 million yuan respectively, reflecting notable capital inflow that contributed to the stock price increase [1] - The limit-up on February 4 may have been influenced by the continuation of previous capital inflows and market optimism regarding the company's transformation and collaborative development [1]

格隆汇2月4日丨民爆光电(301362.SZ)涨20.01%，报77.740元，股价创历史新高，总市值81.37亿元。 ...

最新公告列表 《股票交易异常波动公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2026年2月3日收盘，民爆光电（301362）报收于64.78元，较前一交易日上涨20.01%，最新总市值 为67.81亿元。该股当日开盘64.78元，最高64.78元，最低64.78元，成交额达3604.88万元，换手率为 1.88%。 近日，民爆光电发布股票交易异常波动公告。公告显示，公司股票于2026年2月2日、3日连续两个交易 日收盘价涨跌幅累计偏离43.92%，构成异常波动。经核实，公司前期披露信息无误，未发现应披露而 未披露的重大事项。公告同时披露，公司拟以现金方式收购厦芝精密51%股权，并以发行股份方式收购 其49%股权，两项交易不互为前提。相关事项尚需董事会再次审议、股东大会批准及深交所审核、证监 会注册，存在不确定性。公司经营正常，控股股东在异动期间未买卖股票。 ...

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]

格隆汇2月3日｜民爆光电公告，公司股票于2026年2月2日、2026年2月3日连续两个交易日收盘价涨跌幅 累计偏离43.92%，根据深圳证券交易所交易规则，属于股票交易异常波动。公司拟以现金和发行股份 两种方式收购厦芝精密100%股权。该事项尚需股东会审议及相关监管部门审核通过后方可实施，存在 不确定性。公司经营正常，未发现重大变化。控股股东、实际控制人在股价异常波动期间无买卖公司股 票行为。公司将按规定履行信息披露义务，提醒投资者注意风险。 ...