Group 1: Regulatory Developments - The National Health Commission released a draft for public consultation on the "National Food Safety Standard for Prepared Dishes," clarifying that prepared dishes do not include staple foods, ready-to-eat foods, and dishes made in central kitchens, which are governed by other food safety standards [2] - The China Securities Regulatory Commission (CSRC) announced the completion of inspections for 16 randomly selected companies and 4 problem-oriented companies in 2025, with 7 companies passing the listing committee review [3] - The Ministry of Industry and Information Technology issued a notice on the construction of national computing power interconnection nodes, aiming to standardize operations and promote high-quality development in the computing power industry [3] Group 2: Company News - Hangzhou Dianzi announced a significant stock price increase of 66.79% over six trading days, with its optical communication revenue accounting for only 3.73% of its total audited revenue for 2024, indicating that its main business remains unchanged [4] - Tian Sheng New Materials received a notice from the CSRC regarding an investigation into information disclosure violations, with a projected revenue of 440 million to 458 million yuan for 2025, down from 531 million yuan in the previous year [5] - Yahui Long also received a notice from the CSRC for suspected information disclosure violations, with a projected net profit for 2025 expected to decline by 90.05% to 93.37% [5][6] - Longyun Co. plans to acquire a 58% stake in Xinjiang Yuheng Film and Television Group, expanding its business into content production and operation [6] - XWANDA announced a settlement in a lawsuit involving a claim of 2.314 billion yuan, with an expected impact on its 2025 net profit ranging from 500 million to 800 million yuan [7] - Zhongke Information clarified its involvement in a project in Xinjiang, stating that it has not signed any contracts and is not the main contractor for the project [8] - Jinghe Integrated plans to invest 2 billion yuan in Hefei Jingyi Integrated Circuit Co., acquiring 100% equity and bringing it into its consolidated financial statements [8] Group 3: Market Insights - CITIC Securities reported that strong demand for AI is expected to keep storage demand high, with price increases for storage chips likely to continue throughout 2026, benefiting domestic storage manufacturers and their core suppliers [9]
【财经早报】6天5板大牛股 提示风险！
Zhong Guo Zheng Quan Bao·2026-02-07 00:54