A股避雷针： 国家大基金对泰凌微持股比例降至5%以下，双良节能未直接与SpaceX合作

Reduction of Shareholding - Caibai Co., Ltd.: Shareholder Mingpai Industrial plans to reduce its holdings by no more than 23.33 million shares, accounting for up to 3% of the total share capital through centralized bidding and block trading [1] - Dayuan Pump Industry: Shareholder Han Yuanfu intends to reduce his holdings by no more than 5.595 million shares, representing no more than 3% of the total share capital from March 17, 2026, to June 16, 2026, through centralized bidding and block trading [1] - Fuda Alloy: Controlling shareholder Wang Dawu plans to reduce his holdings by no more than 4.0634 million shares, which is up to 3% of the total share capital from March 16, 2026, to June 15, 2026, through centralized bidding and block trading [1] - China National Heavy Duty Truck Group: Shareholders Agricultural Bank of China (core shareholder) Sichuan Branch and Jiangsu Branch plan to reduce their holdings by no more than 72.1339 million shares (up to 1% of total share capital) through centralized bidding and by no more than 144 million shares (up to 2% of total share capital) through block trading [1] - Dazhong Laser: Controlling shareholder Dazhong Holdings plans to reduce its holdings by no more than 9.9582 million shares, accounting for 0.9672% of the total share capital from March 16, 2026, to June 12, 2026, through centralized bidding [1] Clarifications and Denials - Decai Co., Ltd.: The controlling subsidiary Qixiang Infinite currently has no orders or revenue related to animation production [3] - Zhangyue Technology: The expected revenue from AI short drama business for 2025 is not expected to exceed 1% of the main business revenue for 2025 [4] - Shuangliang Energy: The company indirectly participates in commercial aerospace projects but does not have direct cooperation with SpaceX; three orders signed on October 25, 2025, and January 9, 2026, total approximately 1.7 million euros, accounting for about 0.11% of the audited operating income for 2024, with no significant impact on business performance [4] - YN Energy: The company's investment targets do not belong to the computing chip manufacturing, computing leasing, or cloud service industries; the main business remains thermal power generation [4] - Honghe Technology: The main product, electronic-grade glass fiber cloth, is one of the basic materials for PCBs, and there are no significant changes in the main business [5] Other Information - Shanghai Stock Exchange: Issued regulatory warnings to Shuangliang Energy and related responsible persons, indicating that the company did not adequately disclose the uncertainty risks related to "commercial aerospace" overseas order information, which could mislead investors [6] - Jiamei Packaging: The capital operation plan of Magic Atom will be completely independent of the listed company; if the stock price continues to rise abnormally, it may apply for a trading suspension for further investigation [6] - China Coal Energy: In January, the sales volume of commodity coal was 20.05 million tons, a year-on-year decrease of 7.3% [7]