蹭商业航天热点信披违规，双良节能遭监管警示

Core Viewpoint - The news highlights a misleading announcement by Shuangliang Energy regarding overseas orders, which led to a significant stock price increase, followed by regulatory intervention revealing the truth behind the orders [1][2]. Group 1: Misleading Announcement - On February 12, 2026, Shuangliang Energy announced via its official WeChat account that it had secured three overseas orders for 12 high-efficiency heat exchangers for SpaceX's fuel production system, causing the stock to hit a daily limit up [1][4]. - The stock price closed at 10.71 yuan per share, with a trading volume of 1.762 billion yuan on the same day [1][4]. Group 2: Regulatory Response - Following regulatory scrutiny, Shuangliang Energy issued a clarification stating that the orders were not recent but were signed in October 2025 and January 2026, with a total contract value of only 13.923 million yuan, representing just 0.11% of the company's audited revenue for 2024 [2][5]. - The company clarified that it did not have a direct contract with SpaceX and was merely a non-exclusive indirect supplier, emphasizing that the commercial aerospace sector is not its primary focus and that the orders would not significantly impact its performance [2][5]. - The Shanghai Stock Exchange pointed out that the company failed to disclose the order supply method, sales scale, and minimal impact on operations, which misled investors and violated stock listing rules [2][5]. Group 3: Investor Compensation - Investors affected by the misleading information can seek compensation if they purchased shares between 13:25 and the market close on February 12, 2026, and sold or held them at a loss after February 13, 2026 [3][6].