（文章来源：证券日报） 证券日报网讯 2月10日，德福科技在互动平台回答投资者提问时表示，公司目前高端产品出货占比持续 逐月提升。 ...

作者 | 一财 阿驴 11:33 A股午盘丨创业板指半日跌0.14%，传媒板块爆发 2026.02. 10 本文字数：1237，阅读时长大约2分钟 沪指跌0.02%，深成指跌0.02%，创业板指跌0.14%，科创综指涨0.19%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4122.34 | -0.75 | -0.02% | | 399001 | 深证成指 | 14206.26 | -2.18 | -0.02% | | 881001 | 万得全A | 6808.04 | -0.47 | -0.01% | | 000680 | 科创综指 | 1800.35 | 3.49 | 0.19% | | 399006 | 创业板指 | 3328.02 | -4.75 | -0.14% | 影视院线、传媒、短剧游戏板块涨幅居前，贵金属、航运、白酒板块走弱。 沪深两市半日成交额1.4万亿。全市场超2800只个股下跌。 11:10 影视院线板块掀起涨停潮，光线传媒、中国电影等10余股涨停，华策影视、幸福蓝海涨超 1 ...

2026年，A股上市公司正式迈入强制性ESG信息披露新阶段。1月30日，沪深北交易所发布"可持续发展 报告编制指南"修订版，在原有框架基础上增加污染物排放、能源利用、水资源利用三项环境议题披露 指南，给出量化数据核算方法、风险与机遇评估等明确要求，标志着我国上市公司可持续发展信息披露 体系进一步完善。 长期以来，A股上市公司环境信息披露存在内容碎片化、重定性轻定量、数据可比性差等问题，难以满 足投资者决策与监管层把控风险的需求。新修订的编制指南为企业环境信息披露划定清晰标尺，也让资 本市场的绿色价值判断有了统一依据，同时推动企业将环境信息披露与内部管理深度融合，以披促管， 抓住转型机遇。 ● 本报记者 郑萃颖 让环境数据可比 多家上市公司相关人士对中国证券报记者表示，公司将参照新修订的编制指南进行2025年度ESG信息披 露，正紧锣密鼓地推进相关工作。"我们预计3月底披露2025年度可持续发展报告，披露时间与2025年年 报保持一致。我们的披露目标是百分之百满足深交所可持续发展报告编制要求。"当升科技（300073） 法务风控负责人胡立说。 编制指南在此前发布的《第一号 总体要求与披露框架》《第二号 应对气候 ...

Group 1 - The core viewpoint of the article is that Defu Technology has successfully achieved mass supply of its high-end electronic circuit copper foil products, which will enhance the company's profitability as the proportion of high-end products continues to increase [1] Group 2 - The specific high-end products mentioned include RTF1-3 and HVLP1-4, indicating a focus on advanced technology in the company's offerings [1] - The continuous increase in the share of high-end products is expected to contribute positively to the company's profit margins [1]

格隆汇2月3日丨德福科技(301511.SZ)在投资者互动平台表示，目前公司高端电子电路铜箔RTF1-3和 HVLP1-4等产品目前均已实现批量供应，高端产品占比的持续提升将增厚公司的利润。 ...

Group 1 - The company, Jiujiang Defu Technology Co., Ltd., has approved a share repurchase plan to use its own and self-raised funds for repurchasing shares through centralized bidding, aimed at implementing an employee stock ownership plan or equity incentives [1] - The repurchase price will not exceed RMB 53.46 per share, with a total fund amount between RMB 75 million and RMB 150 million, to be finalized based on actual funds used at the end of the repurchase [1] - The implementation period for the repurchase is set for 12 months from the date of board approval [1] Group 2 - On January 30, 2026, the company completed its first share repurchase, acquiring 677,000 shares, which represents 0.11% of the total share capital, at a maximum price of RMB 29.7 per share and a minimum price of RMB 29.6 per share, totaling RMB 20,097,853 (excluding transaction fees) [2][3] - The repurchase actions comply with relevant laws and regulations, as well as the established repurchase plan [2][3] Group 3 - The company has not repurchased shares during specific periods that could significantly impact the trading price of its securities or during other specified circumstances [5] - The trading declarations for the repurchase comply with regulations, including restrictions on the price and timing of the repurchase [6] Group 4 - The company will continue to implement the repurchase plan based on market conditions within the designated period and will fulfill information disclosure obligations as required by laws and regulations [7]

本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 1、公司未在下列期间回购公司股份： （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项发生之日或者在决策过程 中，至依法披露之日内； 九江德福科技股份有限公司（以下简称"公司"）于2026年1月15日召开第三届董事会第二十次会议，审 议通过了《关于回购公司股份方案的议案》：公司拟使用自有资金和自筹资金以集中竞价交易方式回购 公司部分股份，用于实施员工持股计划或股权激励。本次回购股份价格不超过人民币53.46元 /股 （含）；资金总额为不低于人民币7,500万元（含），不超过人民币15,000万元（含），具体回购资金总 额以回购结束时实际使用的资金为准。本次回购实施期限自公司董事会审议通过本次回购方案之日起12 个月内。具体内容详见公司于2026年1月15日在巨潮资讯网上发布的《关于回购公司股份方案的公告》 （公告编号：2026-005）。 一、首次回购公司股份的具体情况 根据《上市公司股份回购规则（2025年修订）》《深圳证券交易所上市公司自律监管指引第9号一一回 购股份（2025年修订）》等相关 ...

（记者 张明双） 每经AI快讯，德福科技2月2日晚间发布公告称，2026年1月30日，公司首次通过股票回购专用证券账户 以集中竞价交易方式回购公司股份，回购股份数量约为68万股，占公司目前总股本的0.11%，最高成交 价为29.7元/股，最低成交价为29.6元/股，成交总金额约为2010万元。 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 ...

证券代码：301511 证券简称：德福科技 公告编号：2026-013 九江德福科技股份有限公司 关于首次回购公司股份暨回购股份进展的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 九江德福科技股份有限公司（以下简称"公司"）于 2026 年 1 月 15 日召开 第三届董事会第二十次会议，审议通过了《关于回购公司股份方案的议案》：公 司拟使用自有资金和自筹资金以集中竞价交易方式回购公司部分股份，用于实施 员工持股计划或股权激励。本次回购股份价格不超过人民币 53.46 元 /股（含）； 资金总额为不低于人民币 7,500 万元（含），不超过人民币 15,000 万元（含）， 具体回购资金总额以回购结束时实际使用的资金为准。本次回购实施期限自公司 董事会审议通过本次回购方案之日起 12 个月内。具体内容详见公司于 2026 年 1 月 15 日在巨潮资讯网上发布的《关于回购公司股份方案的公告》（公告编号： 2026-005）。 一、首次回购公司股份的具体情况 根据《上市公司股份回购规则（2025 年修订）》《深圳证券交易所上市公 司自律监管指引第 9 号 ...

Investment Rating - Overweight (Maintain) for the copper-clad laminate industry [1] Core Insights - Increased demand for high-end copper foil and electronic cloth driven by AI applications, with domestic companies expected to benefit from breakthroughs [1] - The report highlights the anticipated rise in demand for M8.5+ materials and the potential for higher-end M9 materials in the Rubin platform products [20] - Supply tightness in HVLP4 copper foil is expected to lead to an increase in processing fees, with significant market demand projected [32][48] - The demand for LowDK second-generation cloth and Q cloth is expected to grow, driven by advancements in AI computing products [56] Summary by Sections AI and Copper-Clad Laminate - AI computing hardware is raising the performance requirements for copper-clad laminates, with M8.5+ demand expected to increase [12] - The dielectric constant (Dk) and dielectric loss (Df) are critical for the electrical performance of copper-clad laminates, influencing signal transmission speed and energy loss [15] Electronic Copper Foil - The global electronic circuit copper foil capacity is projected to reach approximately 990,000 tons in 2024, accounting for 41% of total copper foil capacity [32] - HVLP4 copper foil is becoming a core material for AI copper-clad laminates due to its lower surface roughness, which enhances signal transmission stability [43] - The production process for HVLP is more stringent than conventional copper foil, leading to higher production costs and potential price increases [48] Electronic Cloth - LowDK electronic cloth is gaining traction, with demand for second-generation cloth and Q cloth expected to rise due to their superior electrical properties [56] - The report notes that high-end electronic cloth products have strong profitability, with significant margins reported by leading companies [65] - Domestic companies are actively developing and validating LowDK and Q cloth technologies, with successful market entries reported [69]