Group 1 - The core viewpoint of the report is that the overall valuation of lithium batteries and the ChiNext board is projected to be 28.69 times and 46.07 times, respectively, as of February 12, 2026, maintaining a strong market rating for the industry based on development prospects [1] - In January 2026, the lithium battery sector outperformed the CSI 300 index, attributed to prior sector corrections and overall price increases in the supply chain [1] - The overall industry prosperity is expected to continue rising, with short-term focus on upstream raw material price trends, monthly sales, domestic and international policies, and advancements in solid-state batteries [1] Group 2 - The long-term outlook for the domestic and international electric vehicle industry is confirmed, making the sector a key area of interest [1] - It is anticipated that individual stock performance and trends will show divergence, suggesting a continued focus on leading companies within specific sub-sectors [1]

Core Viewpoint - The report from Zhongyuan Securities maintains an "outperform" investment rating for the lithium battery sector, predicting that the sector will outperform the CSI 300 index in January 2026 due to prior corrections and overall price increases in the supply chain [1] Group 1: Lithium Battery Sector Performance - In January 2026, the lithium battery index rose by 3.31%, while the new energy vehicle index increased by 0.44%, compared to a 1.65% rise in the CSI 300 index, indicating stronger performance of the lithium battery sector [1] Group 2: New Energy Vehicle Sales - In January 2026, sales of new energy vehicles in China reached 945,000 units, a slight year-on-year increase of 0.11%, but a month-on-month decline of 44.71%, with January sales accounting for 40.28% of total sales [2] Group 3: Battery Installation and Material Prices - In January 2026, the installed capacity of power batteries was 42.0 GWh, a year-on-year increase of 8.25%, with ternary materials accounting for 22.38% of the total installation [2] - As of February 12, 2026, the price of battery-grade lithium carbonate was 143,000 CNY/ton, up 19.17% from early January, while lithium hydroxide rose by 26.67% to 142,500 CNY/ton [3] - The price of cobalt electrolyte was 428,000 CNY/ton, down 7.16% from early January, while lithium iron phosphate increased by 13.17% to 52,400 CNY/ton [3]

Core Viewpoint - Southbound funds have reduced their holdings in Zhongzhou Securities (01375.HK) by 1.443 million shares on February 12, 2026, indicating a trend of net selling over recent trading days [1]. Group 1: Shareholding Changes - In the last five trading days, southbound funds have reduced their holdings on three occasions, with a total net reduction of 7.177 million shares [1]. - Over the past 20 trading days, there have been 12 days of net increases in holdings by southbound funds, totaling 4.298 million shares [1]. - As of now, southbound funds hold 702 million shares of Zhongzhou Securities, accounting for 58.71% of the company's total issued ordinary shares [1]. Group 2: Company Overview - Zhongzhou Securities Co., Ltd. is a Chinese company engaged in securities brokerage, operating through eight divisions [2]. - The brokerage division handles client transactions in stocks, funds, and bonds, while the proprietary trading division focuses on equity and fixed income investments [2]. - The investment banking division includes equity underwriting and sponsorship, as well as bond product underwriting [2]. - The credit division provides margin financing, repurchase agreements, and stock pledge services [2]. - The investment management division encompasses asset management, private fund management, and alternative investments [2]. - The futures division covers futures brokerage, trading consulting, and risk management services [2]. - The company also operates an overseas business division and other divisions related to its headquarters [2].

Group 1 - The company *ST Taihe (605081.SH) received a regulatory work letter regarding its performance forecast on February 6 [1] - *ST Taihe was listed on the Shanghai Stock Exchange on February 9, 2021, with an issuance of 19.53 million shares at a price of 43.30 yuan per share [1] - The highest intraday price on the first trading day was 62.35 yuan, but the stock is currently in a state of decline [1] Group 2 - The total amount raised from the initial public offering (IPO) was 845.649 million yuan, with a net amount of 778.1094 million yuan [1] - The funds raised are intended for operational capital for engineering construction, headquarters operation center, and information technology projects [1] - The total issuance costs for the IPO amounted to 67.5396 million yuan, including underwriting and sponsorship fees of 52.3725 million yuan [2] Group 3 - On May 26, 2022, the company announced a cash dividend of 1 yuan per share and a capital reserve increase of 0.45 shares per share, resulting in a total distribution of 78.1014 million yuan in cash and an increase of 35.1456 million shares [2] - The total share capital after the distribution increased to 113.247072 million shares [2] - The stock name changed from "Taihe Water" to "*ST Taihe" on April 29, 2025 [3]

Group 1 - Southbound funds increased their holdings in Zhongzhou Securities (01375.HK) by 1.604 million shares on February 10 [1] - Over the past five trading days, southbound funds have increased their holdings for four days, with a total net increase of 4.673 million shares [1] - In the last 20 trading days, there have been 12 days of net increases in holdings by southbound funds, totaling 9.577 million shares [1] - Currently, southbound funds hold 707.8 million shares of Zhongzhou Securities, accounting for 59.25% of the company's issued ordinary shares [1] Group 2 - Zhongyuan Securities Co., Ltd. is a Chinese company engaged in securities brokerage business, operating eight divisions [2] - The securities brokerage division handles client transactions for stocks, funds, and bonds [2] - The proprietary business division focuses on equity and fixed income investments [2] - The investment banking division includes equity underwriting and sponsorship, as well as bond product underwriting [2] - The credit business division provides margin financing, repurchase agreements, and stock pledge services [2] - The investment management division encompasses asset management, private fund management, and alternative investments [2] - The futures business division includes futures brokerage, trading consulting, and risk management services [2] - The company also operates overseas business and headquarters and other divisions [2]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中原证劵股份有限公司 (「本公司」) 呈交日期: 2026年2月5日 FF301 本公司乃2002年於中華人民共和國河南省成立的股份有限公司，中文公司名稱為「中原证券股份有限公司」，在香港以「中州证券」名義開展業務。因此，「法定/註冊股本」之概念不適用於本公 司。在上述第I部顯示「法定/註冊股本」的資料是指本公司的「已發行股本」。 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01375 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,195,365,000 | RMB | | 1 RMB | | ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601375 | 說明 | | 於上海證券交易所 （「上交所」）上市之A股 | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,447,519,700 | RMB | 1 | RMB | | 3,447,519,700 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 3,447,519,700 | RMB | 1 | RMB | | 3,447,519,700 | 本月底法定/註冊股本總額： RMB 4,642,884,700 備註： 致：香港交易及結算所有限公司 公司名稱: 中 ...

Group 1 - Southbound funds reduced their holdings in Zhongzhou Securities (01375.HK) by 6.421 million shares on February 2, 2026, marking a decrease of 0.91% [1][2] - Over the past five trading days, southbound funds have reduced their holdings on four occasions, with a total net reduction of 7.564 million shares [1] - In the last 20 trading days, there were 10 days of reductions, resulting in a cumulative net reduction of 5.610 million shares [1] Group 2 - As of now, southbound funds hold 696.9 million shares of Zhongzhou Securities, which represents 58.27% of the company's total issued ordinary shares [1] - The company operates in various segments, including securities brokerage, proprietary trading, investment banking, credit services, investment management, and futures [2]

Core Viewpoint - Shan Shui Technology (301190.SZ) has experienced a significant decline in stock price, closing at 22.81 yuan with a drop of 9.12% on February 2 [1] Group 1: Company Overview - Shan Shui Technology was listed on the Shenzhen Stock Exchange's ChiNext board on December 24, 2021, with a total of 53.66 million shares issued, accounting for 25% of the total share capital post-issuance [1] - The initial offering price was set at 27.85 yuan per share, with the stock reaching a peak of 44.00 yuan on its first trading day, which remains the highest price to date [1] Group 2: Fundraising and Financials - The total amount raised from the issuance was 1.494 billion yuan, with a net amount of 1.384 billion yuan after deducting issuance costs, exceeding the original plan by 70.92 million yuan [1] - The company aimed to raise 1.313 billion yuan for projects including the construction of a facility for producing 61,000 tons of chloropyridine and 15,000 tons of 2-chloro-5-chloromethylpyridine, as well as a research and development building [1] Group 3: Underwriting and Fees - The lead underwriter for the issuance was Zhongyuan Securities Co., Ltd., with the responsible representatives being Wang Xianfu and Zhao Yimeng [1] - The total issuance costs amounted to 110 million yuan, with Zhongyuan Securities receiving underwriting and sponsorship fees of 94.8964 million yuan [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码： 601375 证券简称：中原证券公告编号：2026-004 中原证券股份有限公司 第七届董事会第四十三次会议决议公告 中原证券股份有限公司（以下简称"公司"）董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 公司第七届董事会第四十三次会议于2026年1月30日以通讯表决方式召开。2026年1月26日，公司以电子 邮件的形式向全体董事发出会议通知。会议应出席董事10人，实际出席董事10人。本次会议的召集、召 开及表决程序符合《公司法》等法律、行政法规、部门规章和《公司章程》的有关规定。本次会议由董 事长张秋云女士主持，审议并通过了以下议案： 一、审议通过了《关于会计政策变更的议案》 表决结果：同意10票，反对0票，弃权0票。 公司董事会审计委员会对本议案进行了预先审阅。 具体内容请参阅与本公告同日披露的《中原证券股份有限公司关于会计政策变更的公告》（公告编号： 2026-005）。 二、审议通过了《关于计提资产减值准备和预计负债的议案》 表决结果：同意10票，反对0票，弃权0 ...