GUOFENG(SZ:000859) Xin Lang Cai Jing·2026-02-13 02:16Group 1 - The core point of the article is that Guofeng New Materials (SZ000859) reached its daily limit with a price of 11.97 yuan, marking a 10.02% increase and a total market capitalization of 10.725 billion yuan [1] Group 2 - The reasons for the stock surge include a significant asset restructuring involving the acquisition of 58.33% of Jinzhan Technology, which is expected to enhance the functional film materials industry chain and improve profitability. The counterparty has guaranteed a cumulative net profit of no less than 300 million yuan from 2025 to 2027 [2] - The company has seen significant growth in emerging businesses, with revenue from materials for new energy vehicles increasing by 39.56% and polyimide film sales rising by 55.51%, injecting new momentum into the company's development. Additionally, construction projects are up 84.06% year-on-year, indicating active capacity expansion for future market share growth [2] - Recent internal management reforms, including the cancellation of the supervisory board in favor of an audit committee, have improved decision-making efficiency and optimized governance structure. The company's net profit attributable to shareholders has narrowed its losses by 14.23% year-on-year for the first three quarters of 2025, boosting market confidence in its future [2] - The new materials sector has shown active performance, contributing to a sector-wide rally. Technical indicators such as MACD crossovers and BOLL channel breakthroughs may attract more technical investors [2] - There may have been inflows of institutional funds on the day, driving the stock price to its limit, although further confirmation is needed through professional financial software [2]