Core Viewpoint - Tianshan Electronics (301379) has shown a fluctuating upward trend in stock price over the past week, closing at 27.77 yuan on February 12, 2026, with a daily increase of 1.76% and a trading volume of 1.27 billion yuan [1] Stock Performance - The stock has experienced a cumulative increase of 3.62% over the past five days, with a price fluctuation range of 6.18% [1] - On February 12, the net inflow of main funds was 2.8857 million yuan, contrasting with a net outflow of 2.8564 million yuan on February 10, indicating significant short-term capital volatility [1] Business Focus - The company is involved in several trending sectors, including storage chips, PCB concepts, MiniLED, automotive electronics, and drones [1] - It has invested in new storage technology and Tianlian Chip through industrial funds, supporting the development of PCM storage module manufacturing for enterprise-level SSDs [1] Technical Analysis - The current stock price is situated between the Bollinger Band resistance level of 30.47 yuan and the support level of 26.23 yuan [1] - The MACD indicator shows weakness, while the KDJ indicates short-term rebound momentum [1]

（文章来源：证券日报） 证券日报网讯 2月3日，天山电子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 户数为16765户。 ...

证券代码：301379 证券简称：天山电子 公告编号：2026-013 广西天山电子股份有限公司 2026 年第一次临时股东会决议公告 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、误导性陈述或者重大遗漏。 特别提示： 1、本次股东会不存在否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过决议的情形。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开的日期、时间： （1）现场会议召开时间：2026 年 1 月 27 日（星期二）14:30； （2）网络投票时间：2026 年 1 月 27 日（星期二）。 其中，通过深圳证券交易所交易系统进行网络投票的时间为 2026 年 1 月 27 日 的交易时间，即上午 9:15-9:25，9:30-11:30 和下午 13:00-15:00；通过深圳证券交 易所互联网投票系统投票的具体时间为 2026 年 1 月 27 日 9:15-15:00。 2、会议召开方式：本次会议采取现场表决和网络投票相结合的方式。 3、会议地点：广东省深圳市宝安区西乡街道前海科兴科学园 1 栋 18 楼公司深 圳分公司会议室。 4、会议召集人：公司 ...

北京市天元（深圳）律师事务所 关于广西天山电子股份有限公司 2026 年第一次临时股东会的法律意见 京天股字（2026）第 043 号 致：广西天山电子股份有限公司 广西天山电子股份有限公司（以下简称"公司"）2026 年第一次临时股东会（以 下简称"本次股东会"）采取现场投票与网络投票相结合的方式，现场会议于 2026 年 1 月 27 日在广东省深圳市宝安区西乡街道前海科兴科学园 1 栋 18 楼公司深圳分 公司会议室召开。北京市天元（深圳）律师事务所（以下简称"本所"）接受公司聘 任，指派本所律师通过现场方式对本次股东会进行见证，并根据《中华人民共和国 公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证 券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）以及《广西 天山电子股份有限公司章程》（以下简称"《公司章程》"）等有关规定，就本次股 东会的召集、召开程序、出席现场会议人员的资格、召集人资格、会议表决程序及 表决结果等事项出具本法律意见。 为出具本法律意见，本所律师审查了《广西天山电子股份有限公司第三届董事 会第二十一次会议决议公告》《广西天山电子股份有限公司 ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Tianshan Electronics, indicating a significant level of financing activity and a strong market presence [1][2]. - On January 26, Tianshan Electronics experienced a stock price increase of 1.12%, with a trading volume of 342 million yuan. The net financing purchase for the day was 8.18 million yuan, with a total financing and securities balance of 381 million yuan [1]. - The financing balance of Tianshan Electronics accounts for 9.32% of its market capitalization, indicating a high level of leverage compared to the past year [1]. Group 2 - Tianshan Electronics, established on August 26, 2005, specializes in the research, design, production, and sales of customized LCD displays and modules, with a revenue composition primarily from color LCD modules (58.97%) [2]. - As of January 20, the number of shareholders in Tianshan Electronics increased to 18,200, reflecting a 6.65% rise, while the average circulating shares per person decreased by 6.23% [2]. - For the period from January to September 2025, Tianshan Electronics reported a revenue of 1.338 billion yuan, representing a year-on-year growth of 26.48%, and a net profit attributable to shareholders of 112 million yuan, up by 6.56% [2]. Group 3 - Since its A-share listing, Tianshan Electronics has distributed a total of 157 million yuan in dividends [3]. - As of September 30, 2025, the eighth largest circulating shareholder is the Fuguo Innovation Technology Mixed Fund, holding 1.5001 million shares, marking its entry into the top shareholders list [3]. - The XINGQUAN Trend Investment Mixed Fund has exited the list of the top ten circulating shareholders [3].

证券代码：301379 证券简称：天山电子 公告编号：2026-012 广西天山电子股份有限公司 关于召开 2026 年第一次临时股东会的提示性公告 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。 重要提示： 广西天山电子股份有限公司（以下简称"公司"）已于 2026 年 1 月 9 日召开第三届 董事会第二十三次会议，会议决定于 2026 年 1 月 27 日（星期二）召开公司 2026 年第一 次临时股东会（更新后），现将本次会议有关事项提示如下： 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： （1）现场会议时间：2026 年 1 月 27 日 14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 1 月 27 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券 ...

Key Points - SpaceX's procurement orders for calibration testing products from 康斯特 from 2016 to 2024 are relatively small [1] - 法尔胜 does not engage in businesses related to "controlled nuclear fusion," "superconductors," or "commercial aerospace" [1] - 龙旗科技 plans to invest 1.5 billion yuan to build an AI + smart terminal digital benchmark factory project in Nanchang High-tech Zone [1] - 蜀道装备 has won a contract worth 6,486,000 USD for the Rumuji natural gas liquefaction facility project in Nigeria [1] - TCL科技's subsidiary intends to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan [1] - 一品红 plans to repurchase shares worth between 100 million to 200 million yuan [2] - 实丰文化's shareholders plan to reduce their holdings by no more than 3% [2] - 随升科技 intends to raise no more than 470 million yuan through a private placement [1][2] - 太力科技 has signed a strategic cooperation framework agreement with Jinan University [1][2]

Core Viewpoint - The number of companies in the A-share market forecasting profit growth for 2025 is increasing, driven significantly by the commercialization of AI technology and strong demand in various sectors [1][2][3]. Group 1: AI-Driven Growth - As of January 20, 177 companies in the A-share market have announced profit increases, with 55 companies expecting net profit growth exceeding 100% year-on-year, excluding those returning to profitability [1]. - Shanghai Jianqiao Technology Co., Ltd. anticipates a net profit of 252 million to 278 million yuan for 2025, representing a year-on-year increase of 51.19% to 66.79%, driven by strong market demand for high-speed optical modules and other core businesses [1]. - Dongguan Dingtong Precision Technology Co., Ltd. expects a revenue growth of 54.37% and a net profit growth of 119.59% in 2025, attributed to robust demand in the AI-driven communications connector market [2]. Group 2: New Energy Sector Performance - Shanghai Putailai New Energy Technology Group Co., Ltd. forecasts a net profit of 2.3 billion to 2.4 billion yuan for 2025, reflecting a year-on-year increase of 93.18% to 101.58%, supported by the ongoing trend of electrification in the automotive market and strong demand in the energy storage market [2][3]. - The company highlights improvements in operational conditions and the introduction of new products and processes to capture high-end customer demand [3]. Group 3: Mining Sector Growth - Zijin Mining Group Co., Ltd. projects a net profit of approximately 51 billion to 52 billion yuan for 2025, with a year-on-year increase of 59% to 62%, driven by increased production of key mineral products and rising prices of gold, copper, and silver [4]. - Luoyang Luanchuan Molybdenum Group Co., Ltd. expects a net profit of 20 billion to 20.8 billion yuan for 2025, representing a year-on-year increase of 47.80% to 53.71%, due to a combination of increased production and effective cost management [4]. - Analysts suggest that the prices of copper and other mineral resources are likely to remain high, benefiting related companies as demand from emerging industries continues to grow [4].

Core Insights - The demand for storage chips is surging due to the explosion of AI computing power, leading to tight supply and significant price increases [1][3] - Analysts predict that the price of storage chips will continue to rise in the first and second quarters of this year, with a potential increase of 40% to 50% by Q1 2026 and an additional 20% in Q2 2026 [2][3] Price Trends - The storage market has surpassed historical highs, with suppliers enjoying unprecedented bargaining power [2] - For example, the price of a single 256G DDR5 server memory module has exceeded 40,000 yuan, and a box of 100 modules has surpassed the price of some properties in Shanghai [2] - Prices for notebook memory modules have also seen significant increases, with Samsung's 16G DDR5 memory rising from over 380 yuan in September 2025 to 1,399 yuan by the time of reporting [2] AI Demand as a Driving Force - The core driver of rising storage chip prices is the explosive demand from AI applications, with over 15% of the global population using AI, leading to a massive surge in computing and model training needs [3] - Supply growth for storage chips is expected to be limited, with only a 7% to 8% increase projected for 2026 [3] - Major memory suppliers have announced that their AI server storage chip products for 2026 are already sold out, indicating a focus on high-bandwidth memory (HBM) and DRAM, which will restrict supply for consumer electronics [3] Capacity Expansion Efforts - Storage manufacturers have begun increasing capital expenditures to enhance production capacity through new facilities and equipment upgrades [4] - However, the construction and ramp-up of new production lines will take time, with supply relief not expected until the second half of 2027 [4] - Domestic manufacturers are actively expanding capacity and investing in high-end storage technology, which may increase their market share [4] Company Initiatives - Several companies are announcing plans to expand production and invest in research and development [4][5] - For instance, Tianshan Electronics is strategically investing in a vertical integration model for storage chip development and manufacturing [4] - Tongfu Microelectronics plans to raise up to 4.4 billion yuan for projects, including 800 million yuan for enhancing storage chip testing capacity, which will help expand production scale and optimize product structure [5] - Longxin Technology has submitted an IPO application to raise 29.5 billion yuan, with significant funds allocated for technology upgrades in DRAM manufacturing [5]

Core Viewpoint - Tianshan Electronics (301379) reported that as of January 9, 2026, the total number of shareholders is 17,069 [1] Summary by Category - Company Information - Tianshan Electronics has a total of 17,069 shareholders as of the specified date [1]