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。 ...

每经AI快讯，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。 （文章来源：每日经济新闻） ...

证券代码：301362 证券简称：民爆光电 公告编号：2026-008 深圳民爆光电股份有限公司 股票交易异常波动公告 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、股票交易异常波动情况 深圳民爆光电股份有限公司（以下简称"公司"）股票（证券简称：民爆光电， 证券代码：301362）交易价格于2026年2月2日、2026年2月3日连续2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》的有关规定，属于股票 交易异常波动的情形。 二、公司关注并核实的情况说明 针对公司股票交易异常波动，公司董事会通过电话及现场问询等方式对公司控 股股东、实际控制人、公司全体董事、高级管理人员就相关问题进行了核实，现将 有关情况说明如下： 3、公司未发现近期公共媒体报道可能或已经对本公司股票交易价格产生较大影 响的未公开重大信息，不存在违反信息披露公平规定的其他情形。 4、公司目前经营正常，公司经营情况及内外部经营环境未发生重大变化。 5、公司控股股东、实际控制人在股票交易异常波动期间不存在买卖本公司股票 的行为。 三、关于不存在应披露而未披露信息的说 ...

Group 1 - The lighting equipment sector increased by 0.39% on February 3, with Minbao Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Minbao Optoelectronics saw a significant rise of 20.01%, closing at 64.78, with a trading volume of 5564.8 lots and a transaction value of 36.0488 million yuan [1] Group 2 - The lighting equipment sector experienced a net inflow of 61.6134 million yuan from main funds, while retail investors saw a net outflow of 95.1981 million yuan [2] - The trading data indicates that the main funds had a net inflow of 33.0361 million yuan into Lianyu Co., accounting for 13.75% of its trading volume [3] - Oupu Lighting experienced a decline of 5.20%, closing at 19.33, with a trading volume of 66,800 lots and a transaction value of 131 million yuan [2]

（文章来源：证券日报） 证券日报网讯 2月2日，民爆光电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 数为6746户。 ...

转自：中国证券报·中证网 中证报中证网讯（记者 齐金钊）日前，民爆光电公告，公司拟现金收购厦芝精密51%股权，同时拟通 过发行股份的方式向厦门麦达购买厦芝精密49%股权并募集配套资金。 据悉，厦芝精密战略定位于高端PCB钻针市场，凭借持续的工艺创新与稳定的产品质量，赢得全球知名 PCB制造商认可。合作客户涵盖深南电路、奥特斯（AT&S）、胜宏科技、华通电脑、健鼎科技、沪电 股份、景旺电子、日本名幸电子等国内外龙头企业，客户粘性强。作为业内少数能实现AI服务器板用 钻针、高端载板极小径钻针批量稳定供应的厂商，已跻身核心客户供应链并开展联合开发，深度绑定高 景气赛道需求。 业内人士表示，PCB行业实行严格的"合格供应商认证制度"，需通过管理体系、质量控制、现场审核等 多维度考核，合作一旦建立便形成长期稳定粘性。厦芝精密是国内少数具备50倍径钻针量产能力的企 业，率先切入AI服务器板钻针领域，与胜宏科技、深南电路、景旺电子等头部客户建立稳定合作，先 发优势显著，技术与客户壁垒难以被竞争对手突破。 PCB钻针作为印制电路板制造的核心耗材，其市场需求与电子产业技术迭代深度绑定。随着AI服务器、 5G通讯、汽车电子等高端 ...

Core Viewpoint - The lighting equipment sector experienced a decline of 0.2% on February 2, with *ST Xingguang leading the drop. The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1]. Group 1: Market Performance - The closing prices and percentage changes of key stocks in the lighting equipment sector are as follows: - Minbao Optoelectronics: 53.98, up 20.01% - Lianyu Co., Ltd.: 55.95, up 10.01% - Komatsu Co., Ltd.: 8.92, up 5.19% - OPPLE Lighting: 20.39, up 0.69% - Other stocks showed declines, with *ST Xingguang down 4.05% to 2.13 [1][2]. Group 2: Capital Flow - On the same day, the lighting equipment sector saw a net inflow of 6.692 million yuan from institutional investors, while retail investors contributed a net inflow of 18.248 million yuan. However, speculative funds experienced a net outflow of 24.9407 million yuan [2][3]. - The capital flow for specific stocks indicates: - Lianyu Co., Ltd.: 22.4838 million yuan net inflow from institutional investors - Minbao Optoelectronics: 14.3518 million yuan net inflow from institutional investors - Other stocks like *ST Xingguang and Hengtai Lighting experienced net outflows from both institutional and speculative investors [3].

Core Viewpoint - Minbao Optoelectronics (301362.SZ) resumed trading with a price increase of 20.01%, reaching 53.98 yuan, and a total market capitalization of 5.65 billion yuan, following the announcement of a share issuance to acquire 49% of Xiamen Xazhi Precision Technology Co., Ltd. and a cash purchase of 51% of the same company [1][2]. Group 1: Transaction Details - The company plans to issue shares to acquire 49% of Xiamen Xazhi Precision and will also make a cash purchase for 51% of the same company, with the final transaction price based on an evaluation report [1][2]. - The share issuance for raising matching funds will not exceed 100% of the transaction price and will involve issuing no more than 30% of the company's total shares before the issuance [1][2]. - The funds raised will be used for intermediary fees and project construction of the target company, with specific amounts disclosed in the restructuring report [2]. Group 2: Financial Performance - Xiamen Xazhi Precision's projected revenues for 2024 and 2025 are 124.95 million yuan and 135.18 million yuan, respectively, with net profits of 9.27 million yuan and 11.27 million yuan [4]. - Minbao Optoelectronics reported a revenue of 1.64 billion yuan in 2024, a year-on-year increase of 7.35%, and a net profit of 231 million yuan, reflecting a slight increase of 0.17% [5]. - For the first three quarters of 2025, the company reported revenues of 1.23 billion yuan, a decrease of 0.04%, and a net profit of 150 million yuan, down 19.75% year-on-year [6].

【导读】上午A股三大指数集体跌超1%，酒类、银行板块逆市走高，电网设备板块掀"涨停潮" 中国基金报记者张舟 2月第一个交易日，A股市场早盘震荡调整，三大指数均跌超1%。 热门行业指数集体重挫，黄金股票指数盘中下跌8.2%，有色矿业指数、工业有色指数、A股资源指数、大宗商品指数盘中跌幅均超5%，煤炭指数盘中跌 幅超4%，半导体指数盘中下跌3%。 从市场结构看，杀跌的主力，主要还是前期大涨的资源股。贵金属热门个股普遍跌停，工业金属概念板块多只个股跌停，洛阳钼业跌超7%，化工股里的 万华化学跌超7%。 而白酒股逆势走强，电网设备板块掀"涨停潮"，银行板块异动拉升。互联网、文化传媒、公路等板块涨幅居前。 截至午间收盘，沪指报4063.54点，跌1.32%；深证成指走弱，跌1.41%；创业板指跌1.18%。 | 4063.54 | war | 4006.25 - - - - - | 3306.94 | A m | | --- | --- | --- | --- | --- | | 上证指数 -1.32% | | 深证成指 -1.41% | 创业板指 -1.18% | | 个股跌多涨少，全市场共有3496只个股下跌，仅有 ...