（文章来源：证券日报） 证券日报网讯 2月5日，儒竞科技在互动平台回答投资者提问时表示，公司具体客户信息涉及相关商业 保密条款，在此不便透露，敬请谅解。公司相关业务合作情况均以公司通过指定信息披露媒体发布的正 式公告为准。 ...

格隆汇2月5日丨儒竞科技(301525.SZ)在互动平台表示，公司专注于电力电子及电机控制领域，电力电 子控制技术可以延伸至相关领域。公司将密切关注国家能源政策导向和行业发展机遇，结合自身技术优 势，积极探索并拓展相关市场机会。 ...

证券日报网讯2月2日，儒竞科技（301525）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东户数为10300余户。 ...

Group 1 - The company, Guibao Pet, announced that its second session of the sixteenth board meeting was held on January 30, 2026, combining in-person and telecommunication methods [1] - The meeting reviewed documents including a proposal regarding the postponement of certain fundraising projects [1] Group 2 - The article highlights the development of China's autonomous driving sector, particularly its collaboration with Abu Dhabi [1]

Market Overview - In January 2026, the A-share market showed a growth style dominance with structural differentiation, where the STAR 50 and CSI 1000 indices rose over 10%[4] - The Hang Seng Index and other major indices saw gains exceeding 5%, while the ChiNext and Shanghai Composite Index increased by over 3%[4] Investment Themes - The trading focus in January continued to revolve around "growth stocks and cyclical stocks," driven by technological upgrades in AI, semiconductor equipment, and commercial aerospace sectors[4] - Geopolitical factors led to rising international precious metal prices, benefiting cyclical sectors like copper and aluminum, as well as strategic resources such as lithium and rare earths[4] February Market Outlook - February is expected to be a "window period" for market confidence, driven by high growth expectations in new economies and relatively abundant liquidity before the Spring Festival[4] - The market is likely to see accelerated rotation in sectors like technology and non-ferrous metals, with strong earnings reports becoming focal points[4] Key Stock Recommendations - Top stock picks for February include Zijin Mining (601899.SH) with a projected EPS growth from 1.21 in 2024 to 3.37 in 2026, reflecting a strong outlook due to rising copper prices[6] - Yara International (000893.SZ) is recommended due to expected high potassium fertilizer prices, with EPS forecasted to rise from 1.03 in 2024 to 2.93 in 2026[6] Risk Factors - Risks include unexpected policy changes, commercialization outcomes falling short of expectations, and delays in product development and market entry[4]

儒竞科技首次公开发行股票募集资金总额为234,885.63万元，扣除发行费用后实际募集资金净额为 214,816.95万元。儒竞科技最终募集资金净额比原计划多116,629.75万元。儒竞科技于2023年8月25日披 露的招股说明书显示，该公司拟募集资金98,187.20万元，用于新能源汽车电子和智能制造产业基地、研 发测试中心建设项目、补充流动资金。 儒竞科技首次公开发行股票的发行费用总额为20,068.68万元，其中保荐承销费用16,789.08万元。 (责任编辑：关婧) 中国经济网北京1月29日讯 儒竞科技(301525.SZ)今日收报86.24元，跌幅9.04%。该股目前处于破发 状态。 儒竞科技于2023年8月30日在深交所创业板上市，公开发行新股数量为23,590,000股，发行价格为 99.57元/股，保荐机构为海通证券股份有限公司（现名"国泰海通证券股份有限公司"），保荐代表人为 宋轩宇、郑瑜。 上市首日，儒竞科技创下最高价144.00元，为该股上市以来最高价。 ...

【招商电新】储能重磅：英国给大补贴(1.27) 1、近日，英国政府启动150亿英镑"温暖家园计划"，帮助用户安装光伏、储能、热泵及隔热材料以摆脱能源匮 乏，预计将撬动380亿英镑总投资 2、资金分配为：a）44亿英镑用于直接补贴低收入家庭房屋升级，包括光伏、储能、隔热材料及清洁供暖；b）27 亿用于热泵补贴，25年英国热泵新装6.1万台，计划30年新增安装达45万台，35年150万台；c）11亿元用于供 【招商电新】储能重磅：英国给大补贴(1.27) 1、近日，英国政府启动150亿英镑"温暖家园计划"，帮助用户安装光伏、储能、热泵及隔热材料以摆脱能源匮 乏，预计将撬动380亿英镑总投资 ➡儒竞科技（机械联合）：暖通热泵控制器核心供应商，核心产品已广泛长期地应用于谷轮、麦克维尔、阿里斯 顿、海尔、三菱重工海尔、开利、博世等知名品牌 2、资金分配为：a）44亿英镑用于直接补贴低收入家庭房屋升级，包括光伏、储能、隔热材料及清洁供暖；b）27 亿用于热泵补贴，25年英国热泵新装6.1万台，计划30年新增安装达45万台，35年150万台；c）11亿元用于供暖网 络建设；d）53亿贷款基金 参照国出厂价（15度电户储2万 ...

| 公司简称 | 公司代码 | 市值 | 24EPS | 25EPS | 25PE | PB | 投资评级 | | --- | --- | --- | --- | --- | --- | --- | --- | | 艾罗能源 | 688717.SH | 14.6 | 1.3 | 0.7 | 140 | 3 | 强烈推荐 | | 固德威 | 688390.SH | 22.5 | -0.3 | 0.9 | 102 | 8 | 未予评级 | | 阳光电源 | 300274.SZ | 338.0 | 5.3 | 6.6 | 25 | 8 | 强烈推荐 | | 德业股份 | 605117.SH | 80.5 | 4.6 | 4.0 | 22 | 10 | 增持 | | 儒竞科技 | 301525.SZ | 8.6 | 1.8 | 2.2 | 41 | 3 | 未予评级 | | 首航新能 | 301658.SZ | 13.7 | 0.7 | - | - | 4 | 未予评级 | | 锦浪科技 | 300763.SZ | 33.7 | 1.7 | 2.9 | 29 | 4 | 未予评级 | | 科士达 | 002518.S ...

Market Overview - The market is experiencing a unique situation where indices are rising, but individual stock sentiment has been lukewarm, indicating a clear cooling of market enthusiasm [1] - Despite maintaining trading volumes above 2 trillion yuan for over 20 consecutive trading days, there are signs of main funds reducing their holdings in broad-based ETFs, suggesting a cautious approach to the current market [1] Precious Metals Sector - The recent surge in the precious metals sector is driven by three core factors: enhanced financial attributes, industrial demand resonance, and supportive funding conditions, alongside geopolitical and policy cycle benefits [1] - Gold and silver have distinct upward trends, with gold's appeal as a "super-sovereign credit asset" becoming more pronounced as global central banks continue to increase their gold reserves [1] - The global central bank gold reserve ratio is projected to rise to 25.94% by January 2026, with China increasing its gold holdings for 14 consecutive months [1] Economic Indicators - Major economies are showing signs of weak recovery, compounded by trade tensions between the US and Europe, which further enhance the safe-haven value of precious metals [3] - The price of gold has surpassed $5,000 per ounce for the first time, with silver futures also experiencing significant gains, reflecting a broader trend of rising commodity prices [3][5] Sector Performance - The rare metals, gold concepts, and insurance sectors are performing strongly, while sectors like sports, aerospace equipment, and military industries are lagging [3] - The solar photovoltaic sector is also seeing substantial gains, with companies like Mingyang Smart Energy and others reaching their daily price limits [3] Index Movements - The Shanghai Composite Index opened high but faced volatility, indicating a mixed performance in individual stocks despite overall index gains [5] - The ChiNext Index showed weakness, with many small and medium-sized stocks struggling, reflecting a challenging environment for growth in this segment [5]

证券日报网讯1月22日，儒竞科技（301525）在互动平台回答投资者提问时表示，根据中国证券登记结 算公司出具的定期持有人名册，截至2026年1月20日，公司股东户数为10200余户。 ...