Group 1 - Jia Mei Packaging announced that the capital operation plan related to Magic Atom will be completely independent of the listed company, with no injection plan [2] - Shuangliang Energy indirectly participates in commercial aerospace projects but does not have direct cooperation with SpaceX [2] - Zhangyue Technology expects that the revenue from its AI short drama business in 2025 will not exceed 1% of its total annual revenue [2] Group 2 - Xianglu Tungsten stated that significant economic fluctuations in the countries of its main customers could greatly impact the demand for tungsten products and the recovery of accounts receivable [3] - United Optoelectronics signed a business cooperation framework contract with Lingzhi Cloud Creation to provide assembly and processing services for robot products [4] - Hanbo High-tech's subsidiary plans to acquire assets to layout the wet electronic chemicals industry [4] Group 3 - International Composite Materials confirmed that electronic-grade glass fiber is a key raw material for PCBs and that its operations are normal [5] - Jingrui Electric Materials plans to invest 600 million yuan to build a comprehensive base for key materials in the integrated circuit manufacturing industry in the western region [6] - Wenzhou Hongfeng intends to raise no more than 450 million yuan for the expansion of lithium battery copper foil and electronic copper foil projects [7] Group 4 - Zhi Chuang Data plans to procure servers from multiple suppliers, with a total expected amount not exceeding 11 billion yuan [8] - Zhangyuan Tungsten reported that its current operating conditions and external environment are normal, with no undisclosed significant matters [17] - Yida Co. plans to adjust the technical reform project for the production of 220,000 tons of epoxy propylene derivatives [19] Group 5 - Huazhong Bank reported a net profit of 27.2 billion yuan for 2025, a decrease of 1.72% year-on-year [27][28] - Jin Dike reported a net loss of 173 million yuan for 2025, despite a revenue increase of 40.13% [29] - Luan An Huan Neng reported a 16.8% year-on-year increase in coal sales in January 2026 [30]

格隆汇2月12日丨国际复材(301526.SZ)公布股票交易异常波动公告，近期，公司关注到部分媒体对行业 及公司相关业务的讨论，现就相关情况说明如下：公司主要从事玻璃纤维及其制品的研发、生产与销 售，主营产品广泛应用于建材、电子电气、工业制造等多个领域。其中，电子级玻璃纤维作为公司产品 体系的组成部分，系印制电路板（PCB）的基础原材料之一。公司生产经营正常，主营业务、经营模式 未发生重大变化。随着下游需求的增加，公司也将持续关注市场动态，坚持聚焦主业，按照既定发展战 略持续开展技术创新、产品升级与市场开拓工作。经公司自查，公司主营业务未发生重大变化；未发现 需要澄清或回应的媒体报道或市场传闻；也未发现其他可能对公司股票交易价格产生较大影响的重大事 件。敬请广大投资者注意风险，理性投资。 ...

钛媒体App 2月12日消息，国际复材公告称，公司股票连续三个交易日内收盘价格涨幅偏离值累计超过 30%，属于股票交易异常波动情形。近期，公司关注到部分媒体对行业及公司相关业务的讨论，现就相 关情况说明如下：公司主要从事玻璃纤维及其制品的研发、生产与销售，主营产品广泛应用于建材、电 子电气、工业制造等多个领域。其中，电子级玻璃纤维作为公司产品体系的组成部分，系印制电路板 （PCB）的基础原材料之一。公司生产经营正常，主营业务、经营模式未发生重大变化。随着下游需求 的增加，公司也将持续关注市场动态，坚持聚焦主业，按照既定发展战略持续开展技术创新、产品升级 与市场开拓工作。经公司自查，公司主营业务未发生重大变化；未发现需要澄清或回应的媒体报道或市 场传闻；也未发现其他可能对公司股票交易价格产生较大影响的重大事件。敬请广大投资者注意风险， 理性投资。（公司公告） ...

格隆汇2月12日｜国际复材：近期，公司关注到部分媒体对行业及公司相关业务的讨论，公司主要从事 玻璃纤维及其制品的研发、生产与销售，其中，电子级玻璃纤维作为公司产品体系的组成部分，系印制 电路板（PCB）的基础原材料之一。公司生产经营正常，主营业务、经营模式未发生重大变化。 ...

格隆汇2月12日｜国际复材(301526.SZ)公告称，公司股票连续三个交易日内收盘价格涨幅偏离值累计超 过30%，属于股票交易异常波动情形。近期，公司关注到部分媒体对行业及公司相关业务的讨论，现就 相关情况说明如下：公司主要从事玻璃纤维及其制品的研发、生产与销售，主营产品广泛应用于建材、 电子电气、工业制造等多个领域。其中，电子级玻璃纤维作为公司产品体系的组成部分，系印制电路板 （PCB）的基础原材料之一。公司生产经营正常，主营业务、经营模式未发生重大变化。随着下游需求 的增加，公司也将持续关注市场动态，坚持聚焦主业，按照既定发展战略持续开展技术创新、产品升级 与市场开拓工作。经公司自查，公司主营业务未发生重大变化；未发现需要澄清或回应的媒体报道或市 场传闻；也未发现其他可能对公司股票交易价格产生较大影响的重大事件。敬请广大投资者注意风险， 理性投资。 ...

重庆国际复合材料股份有限公司 股票交易异常波动的公告 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、股票异常波动的情况介绍 重庆国际复合材料股份有限公司（以下简称"公司"或"本公司"）股票（证 券简称：国际复材，证券代码：301526）于 2026 年 2 月 10 日、2026 年 2 月 11 日及 2026 年 2 月 12 日连续三个交易日内收盘价格涨幅偏离值累计超过 30%，根 据《深圳证券交易所交易规则》等相关规定，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，公司董事会对公司有关事项进行了核查，并通 过通讯、书面核实等方式向控股股东及实际控制人、公司管理层就相关事项进行 了核实，现将有关情况说明如下： 1.公司未发现前期披露的信息存在需要更正、补充之处。 重庆国际复合材料股份有限公司 2026 年公告 证券代码：301526 证券简称：国际复材 公告编号：2026-012 7.公司不存在导致股票交易价格异常波动的重大信息或者重大风险事项。 三、公司是否存在应披露而未披露信息的说明 2.近期，公司关注到 ...

重庆国际复合材料股份有限公司 2026 年公告 证券代码：301526 证券简称：国际复材 公告编号：2026-011 重庆国际复合材料股份有限公司 关于为全资子公司担保的进展公告 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、担保情况概述 重庆国际复合材料股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日 召开第三届董事会第九次会议、第三届监事会第七次会议审议通过了《关于增加 2025 年度担保额度及担保对象的议案》，同意公司为全资子公司珠海珠玻电子材 料有限公司（以下简称"珠海珠玻"）提供不超过人民币 50,000 万元的担保额度， 用于珠海珠玻向银行申请综合授信等业务。 具体内容详见公司 2025 年 8 月 26 日在巨潮资讯网（http://www.cninfo.com.cn） 刊登的《关于增加 2025 年度担保额度及担保对象的公告》（公告编号：2025-047）。 珠海珠玻最近一年又一期的主要财务数据如下： 单位：万元 二、担保进展情况 2026 年 2 月 11 日，公司与中国进出口银行广东省分行签订了《保证合同》， 对珠 ...

Core Viewpoint - The report from Guotai Junan indicates that the price increase of traditional fiberglass electronic cloth has accelerated since February, confirming the view that the shift of weaving machine capacity to AI electronic cloth has led to a supply shortage of traditional cloth [1][2]. Group 1: Price Increase and Supply Shortage - The price of traditional electronic cloth has risen significantly in February, with the first week of February seeing prices for 7628 electronic cloth ranging from 4.9 to 5.45 yuan per meter, an increase of 0.5 to 0.6 yuan per meter compared to the previous month [2]. - The announcement from Taiyao Technology on February 10 regarding reduced supply of E-glass products due to strong demand for low-dielectric materials has further fueled expectations of a shortage in traditional cloth [2]. Group 2: Inventory Levels and Profitability - Current inventory levels for leading traditional electronic cloth manufacturers are only two weeks, compared to a normal level of 1 to 1.5 months, primarily due to the impact of weaving machines shifting to produce AI specialty cloth [3]. - The expected increase in prices is likely to boost profitability for leading companies, with China Jushi's traditional electronic cloth capacity at 1 billion meters and Jiantao's at 800 million meters [3]. Group 3: AI Electronic Cloth Demand - The shortage of traditional cloth and the strong demand for AI electronic cloth are interconnected, with 2026 expected to be a year of realization for AI specialty cloth demand [4]. - The demand for CTE cloth has been driven by the packaging board needs of AI chips and consumer electronics, while low-dielectric cloth is expected to see stable demand from specific applications [4]. Group 4: Recommended Stocks - The report recommends investment in China Jushi (600176.SH), Jiantao Laminated Board (01888), and China National Materials (002080.SZ), along with related companies such as International Composites (301526.SZ) and Honghe Technology (603256.SH) [5].

Core Viewpoint - The report from Zhongtai Securities indicates that electronic fabric prices have experienced two rapid increases since early 2026, reflecting a tight supply situation in the industry, particularly in the weaving segment [1][2]. Group 1: Price Trends - Electronic fabric prices have risen significantly during the traditional off-season, with Linzhou Guangyuan's 7628 fabric price increasing by 0.55 yuan to 5.40 yuan (+11%) and International Composite's 7628 fabric price rising by 0.55 yuan to 5.20 yuan (+12%) [1]. - The price increase trend has accelerated, confirming a supply-tight situation in the market [1]. Group 2: Supply-Demand Dynamics - The core supply issue lies in the midstream weaving segment, with a projected supply-demand balance for electronic yarn in 2026 showing supply growth of 6.1% versus demand growth of 6.6%, establishing a basis for price increases [2]. - The demand for low-Dk and low-CTE specialty thin fabrics driven by AI applications is increasing, leading to a thinner product structure across the industry and a decline in weaving efficiency [3]. Group 3: Weaving Equipment Shortage - The shortage of weaving machines is expected to extend the supply gap in the industry, with Japan's Toyota being a major supplier of electronic fabric weaving machines, which have a long delivery cycle [4]. - The supply gap for weaving machines is estimated to reach 6.1% in 2026 and potentially 10.6% in 2027, indicating a persistent supply-demand imbalance [5]. Group 4: Investment Recommendations - The report suggests focusing on leading companies with production scale and cost advantages, such as China Jushi (600176), which is expected to maintain a strong performance during the price increase cycle due to its significant capacity [6]. - Other recommended companies include Zhongcai Technology (002080), International Composite (301526), and Honghe Technology (603256), which have both traditional electronic fabric performance and a presence in specialty electronic fabrics [7].

Core Viewpoint - International Composite Materials (301526) has shown significant stock performance with a closing price of 11.8 yuan, marking a 20.04% increase and hitting the upper limit on February 11, 2026 [1] Financial Performance - For the first three quarters of 2025, the company reported a main revenue of 6.413 billion yuan, reflecting a year-on-year increase of 19.01% [3] - The net profit attributable to shareholders reached 273 million yuan, a substantial year-on-year increase of 273.53% [3] - The company's net profit excluding non-recurring items was 248 million yuan, up 214.27% year-on-year [3] - In Q3 2025 alone, the company achieved a main revenue of 2.26 billion yuan, an 18.3% increase compared to the same quarter last year [3] - The net profit for Q3 2025 was 41.63 million yuan, showing a 167.66% year-on-year growth [3] - The net profit excluding non-recurring items for Q3 2025 was 33.81 million yuan, up 150.1% year-on-year [3] - The company's debt ratio stands at 57.54%, with investment income reported at -9.31 million yuan and financial expenses at 86.95 million yuan [3] - The gross profit margin is recorded at 17.67% [3] Market Activity - On February 11, 2026, the net inflow of main funds was 428 million yuan, accounting for 24.77% of the total transaction amount [1] - Retail investors experienced a net outflow of 176 million yuan, representing 10.2% of the total transaction amount [1] - Over the past five days, the company saw a net financing purchase of 80.78 million yuan, with a cumulative net purchase of 159 million yuan over three days [2] - The financing balance stands at 644 million yuan [2] Analyst Ratings - In the last 90 days, one institution has issued a buy rating for the stock [4]