上证早知道｜股票型ETF重现净流入；IC载板全球龙头拟扩产；“华龙一号”批量造

Group 1 - The Ministry of Commerce will hold a press conference on February 5 to introduce key work in the business sector [2] - The global energy internet development cooperation organization will release the "Global Wind, Solar, and Hydropower Capacity Annual Forecast 2026" report on February 5 [2] - A total of 354 billion yuan in 7-day reverse repos will mature on February 5 [2] Group 2 - The 2026 Credit Market Work Conference emphasized support for expanding domestic demand, technological innovation, and small and medium-sized enterprises [4] - The State Administration for Market Regulation released 32 national metrology technical specifications, covering various fields including smart connected vehicles and health [4] - The Ministry of Culture and Tourism announced the resumption of travel for Shanghai residents to Kinmen and Matsu [4] Group 3 - Ibiden, a leading Japanese IC substrate manufacturer, announced a 500 billion yen (approximately 22.2 billion yuan) investment plan to expand high-performance IC substrate capacity from FY2026 to FY2028 [6] - The demand for IC substrates is increasing due to advancements in packaging technology, such as Chiplet packaging [6] - Chongda Technology announced a 1 billion yuan investment in a functional IC packaging substrate project in Jiangsu Province [6] Group 4 - The successful installation of the dome for the Zhangzhou Nuclear Power Unit 3 marks a significant milestone in the construction of the "Hualong One" nuclear power technology [8] - There are currently 41 units of "Hualong One" under construction or in operation, making it the most widely used nuclear power technology globally [9] - The World Nuclear Association projects that global nuclear power capacity could reach 1,446 GWe by 2050, surpassing the target set in the "Threefold Nuclear Energy Declaration" [9] Group 5 - The first brain-machine interface equipment for traditional Chinese medicine has been launched, aimed at patients with neurological injuries [10] - The technology is expected to revolutionize human-machine interaction, initially focusing on medical rehabilitation [10] - Companies like Weisi Medical and Innovation Medical are actively involved in the development of brain-machine interface technologies [10] Group 6 - Hengtong Optic-Electric has completed the construction of its AI advanced optical fiber materials R&D center and has entered the equipment installation phase [12] - Ruixin Technology is planning a major asset restructuring involving the acquisition of Wuhu Deheng Automotive Equipment Co., with stock suspension starting February 5 [12] - Changan Automobile plans to repurchase shares worth between 1 billion to 2 billion yuan to reduce registered capital [12] Group 7 - Shengxin Lithium Energy's subsidiary plans to acquire a 13.93% stake in Huirong Mining for 1.26 billion yuan, aiming for full control [13] - Sileck's subsidiary received a project confirmation letter from a South Korean battery client for cylindrical battery shell products, with an expected total procurement of approximately 360 million units [13] - Huibo Technology signed a contract worth 225 million USD (approximately 1.596 billion yuan) for the Naft Khana oilfield restoration project in Iraq [13] Group 8 - On February 3, stock-type ETFs (excluding cross-border ETFs) saw a net inflow of 6.965 billion yuan, marking a return to net inflows after a period of outflows [15] - The Southern CSI 500 ETF had a net inflow of 3.566 billion yuan, with several other ETFs also attracting significant investments [15] - The total scale of the Jiashi CSI 300 ETF has returned to over 100 billion yuan, reaching 100.824 billion yuan [15] Group 9 - JinkoSolar received a net buy of 104 million yuan from institutional seats, representing 2.52% of total trading volume [16] - The company signed a strategic cooperation agreement with Jintai Technology to jointly develop AI-based high-throughput perovskite tandem solar cells [16] - The expected mass production of perovskite tandem cells could significantly enhance efficiency and application in various scenarios [16] Group 10 - Honghe Technology received a net buy of 95.766 million yuan from institutional seats, accounting for 5.26% of total trading volume [17] - The company is a leading manufacturer of high-end electronic fabrics, benefiting from strong demand in AI-related applications [17] - Other companies such as Jingsheng Mechanical and China International Marine also saw net buys from institutional investors [17]