Company Summary - The company, GoerTek, announced an adjustment to its share repurchase plan, increasing the total repurchase fund from a minimum of 500 million yuan to a minimum of 1 billion yuan, while maintaining other terms unchanged [1] - As of January 31, 2026, GoerTek has repurchased 34.497 million shares, accounting for 0.97% of the total share capital, with a total payment of approximately 950 million yuan, nearing the original repurchase fund limit [1] - The increase in repurchase funds reflects the company's confidence in its development prospects and recognition of its intrinsic value, without significantly impacting daily operations, R&D investment, or cash flow [2] Financial Performance - For the first three quarters of 2025, GoerTek achieved total operating revenue of 68.107 billion yuan, a slight decrease of 2.21% year-on-year, while net profit attributable to shareholders increased by 10.33% to 2.587 billion yuan [2] - The gross profit margin improved to 13.19% in the third quarter, indicating a steady enhancement in profitability [2] Industry Context - The consumer electronics industry is transitioning from cyclical recovery to growth resonance, with a focus on destocking and asset optimization in 2024-2025 [3] - Starting in 2026, the emergence of new fields such as AI terminals and spatial computing is expected to lead to structural reshaping of the industry [3] - GoerTek, as a leader in precision manufacturing and smart hardware, is well-positioned to seize opportunities in XR devices and acoustic components, which are anticipated to see increased demand [3]

同日晚间， 歌尔股份公告， 拟将股份回购资金总额上调至10亿元至15亿元。衢州东峰公告，控股股东衢州智 尚提议公司回购5000万元—1亿元股份。衢州智尚认为，当前的股价已无法真实反映公司的投资价值。 另外， 赛力斯 发布2026年1月产销快报。数据显示，赛力斯新能源汽车1月销量43034辆，同比增长140.33%。 杰瑞股份签署12.65亿元大单 杰瑞股份2月1日晚间在深交所公告，近日，公司全资子公司GenSystems Power Solutions LLC（以下简 称"GPS"）与美国某客户签署了燃气轮机发电机组销售合同，合同金额为18150万美元（约合12.65亿元人民 币），约占公司2024年度经审计营业收入的9.47%，预计将对公司未来经营业绩产生积极影响。 杰瑞股份表示，上述合同是自2025年11月以来，公司与美国客户签署的第四份燃气轮机发电机组销售合同，交 易对手方为公司近期在美合作的第三家客户。此次销售的燃气轮机发电机组，将应用于数据中心供电领域， 以"快速拆装、灵活转场"为核心设计理念，采用高度集成化设计，可实现快速运输、现场拼装与灵活扩容，且 搭配减排方案可降低工作过程中氮氧化物排放量，能 ...

Key Points - Hongbaoli's epoxy propylene comprehensive technology renovation project has entered the preliminary preparation stage for trial production [1] - Jerry Holdings signed a sales contract for gas turbine generator sets for a US data center worth 1.265 billion yuan [1] - Aoshikang plans to invest 1.82 billion yuan in the construction of a high-end printed circuit board project [1] - BGI Genomics intends to acquire 100% equity of Sanjian Qifa and Huada Xifeng [1] - Tianqi Lithium's Talisman third-phase chemical-grade lithium concentrate expansion project is expected to produce its first batch of qualified chemical-grade lithium concentrate by January 30, 2026 [1] - Huayou Cobalt plans to collaborate on building an integrated battery industry chain project in Indonesia [1] Performance - Guangdong Mingzhu expects a net profit increase of 2908.49%-3577.04% year-on-year for 2025 [1] - Sainuo Medical anticipates a net profit increase of 2767%-3233% year-on-year for 2025 [1] - Lingdian Electric Control forecasts a net profit increase of 640.16%-804.64% year-on-year for 2025 [1] - Bojie Co. expects a net profit increase of 484.16%-618.97% year-on-year for 2025 [1] - Xiangcai Co. anticipates a net profit increase of 266.41%-403.81% year-on-year for 2025 [1] - Xinyi Sheng expects a net profit increase of 231%-249% year-on-year for 2025, with Q4 performance exceeding expectations [1] - Zhongji Xuchuang forecasts a net profit increase of 89.50%-128.17% year-on-year for 2025 [1] - Zhongjin Company anticipates a net profit increase of 50%-85% year-on-year for 2025 [1] - China Merchants Shekou expects a net profit decrease of 69%-75% year-on-year for 2025 [1] - Western Gold anticipates a net profit increase of 46.78%-69.23% year-on-year for 2025, driven by increased sales volume and prices of its own gold products [1] - Shandong Gold expects a net profit increase of 56%-66% year-on-year for 2025 [1] - Cambrian anticipates a net profit of 1.85 billion to 2.15 billion yuan for 2025, turning from loss to profit [1] - 360 Company expects a profit of 213 million to 318 million yuan for 2025, with Q4 performance significantly exceeding expectations [1] - Seres reported January automobile sales of 45,900 units, a year-on-year increase of 104.85% [1] - GAC Group reported January automobile sales of 116,600 units, a year-on-year increase of 18.47% [1] Buyback and Increase - GoerTek has increased the total amount for share repurchase to no less than 1 billion yuan and no more than 1.5 billion yuan [2]

来源：光大证券微资讯 热点聚焦 HOT 1、沙特股市2月1日大幅下挫，沙特全指跌幅一度达到2.6%，创2025年6月中旬以来最大盘中跌幅。此 前，伊朗军方警告称，德黑兰可能对以色列发动打击。伊朗其他官员也称正在采取措施，为可能的袭击 做准备。2月1日，以军称对黎巴嫩南部发动打击。以美军方高层被曝周末密集会谈，讨论对伊朗打击行 动。另据报道，白宫下令美海军舰艇前往中东，市场对美国可能发动打击的担忧加剧。 2、2月2日7:20，现货白银延续跌势，日内跌幅扩大至10%，报76.89美元/盎司。现货黄金跌破4700美 元，日内跌3.33%。此前，白宫提名前美联储理事凯文·沃什担任下任美联储主席。美东时间上周五，因 担忧沃什的鹰派立场，贵金属获利抛压激增，金、银出现崩盘式跳水，现货白银盘中一度暴跌36%，现 货黄金最高跌超12%。现货铂金重挫17.59%。现货钯金重挫14.89%。 3、1月31日，美股三大指数集体收跌。道指1月累涨1.73%；纳指1月累涨0.95%；标普500指数1月累涨 1.37%。黄金、白银股大幅下挫，全球最大白银ETF--iShares Silver Trust跌28%。纳斯达克中国金龙指数 1 ...

这场贵金属市场"海啸"，市场各方普遍认为，因美国总统特朗普提名凯文·沃什出任下一届美联储主席 而起。但随后金银"脱缰"重挫，则在于杠杆资金连续挤压下的踩踏效应。 "有无数人一夜归零甚至穿仓。"市场人士告诉上海证券报记者，在急涨行情下，国际期货市场中累积了 相当规模的杠杆头寸。当价格暴跌时，投资者被强制平仓，被动抛售，进而引发"滚雪球"般快速下行。 伊朗紧张局势有所缓解！特朗普希望与伊朗"能够达成协议"，伊朗也重磅表态 当地时间2月1日，美国总统特朗普在海湖庄园回答记者有关伊朗问题时表示，希望"能够达成协议"。 来源：新浪证券 【头条要闻】 资金"踩踏式"出逃！黄金白银遭遇史诗级暴跌，后市怎么走？ 恐慌性抛售，令国际金银价格上演了崩盘走势。1月31日凌晨（北京时间），伦敦现货黄金一度下跌超 12%，为40余年来最大单日跌幅；伦敦现货白银则创下历史最大日内跌幅纪录，一度跌超36%。截至收 盘，伦敦金跌9.25%，报4880.034美元/盎司；伦敦银跌26.42%，报85.259美元/盎司。COMEX黄金、白 银期货价格同步下挫。 "周末加班加点，下周一（2月2日）开盘实时估值将不再提供。"某三方机构人士向智通财经 ...

Group 1: Spring Festival Travel and Tax Policies - The 2026 Spring Festival travel season will begin on February 2 and end on March 13, lasting 40 days, with an expected cross-regional population flow of 9.5 billion people, setting a historical record [1][8] - The State Taxation Administration has announced a new export tax rebate management method to make the export tax rebate application process more convenient and efficient [1][8] - The personal tax threshold for value-added tax has been raised to 1,000 yuan, with specific conditions outlined for certain transactions that will not apply to this threshold [1][8] Group 2: Shipbuilding Industry Performance - In 2025, China's shipbuilding industry maintained its global leadership for 16 consecutive years, with a completed shipbuilding volume of 53.69 million deadweight tons, a year-on-year increase of 11.4%, accounting for 56.1% of the world total [9] - The new orders received amounted to 107.82 million deadweight tons, representing 69.0% of the global total, while the hand-held order volume reached 274.42 million deadweight tons, a year-on-year increase of 31.5%, accounting for 66.8% of the world total [9] Group 3: Telecommunications and Film Industry Updates - China Mobile, China Unicom, and China Telecom announced adjustments to the applicable scope of value-added tax for telecommunications services, with the tax rate changing from 6% to 9% starting January 1, 2026 [9][11] - As of February 1, 2026, the annual box office has exceeded 2 billion yuan, with several domestic films scheduled for release during the Spring Festival [9]

Group 1 - The Spring Festival travel rush in 2026 will start on February 2 and end on March 13 [2] - The AWE Asia 2026 will be held in Singapore from February 2 to 4 [3] - Fenglong Co. and Jiamei Packaging will resume trading on February 2 after completing their verification work [4] - Minexplosion Optoelectronics will resume trading on February 2, planning to acquire a PCB drilling needle target [5] - Yisiwei will issue shares on February 2 with a price of 55.95 yuan and a P/E ratio of 90.39 times, focusing on automotive manufacturing machine vision equipment [5] Group 2 - The China Securities Regulatory Commission is improving the strategic investor system for listed companies, expanding the types of strategic investors and clarifying minimum shareholding requirements [7] - Public fund information disclosure rules are undergoing significant revisions, requiring the disclosure of long-term performance over the past 7 and 10 years [8] - The manufacturing PMI for January is 49.3%, a decrease of 0.8 percentage points from the previous month, indicating ongoing optimization in the manufacturing industry structure [8] - The draft of the Cybercrime Prevention Law has been released for public consultation, aiming to clarify real-name system requirements to curb online crime [8] - Gold futures prices on the New York Mercantile Exchange fell below $4,800 per ounce, marking a drop of over 10%, the largest single-day decline since the 1980s [8] Group 3 - The capacity price mechanism for electricity has been established, which is expected to accelerate the development of new energy storage [13] - The new policy will promote the development of the storage sector, addressing bottlenecks in the current power system [13] - Domestic new energy storage's flexible adjustment capabilities are increasingly prominent, enhancing the stability and safety of the power system [13] - Yangguang Power's storage shipments are expected to grow by 70% year-on-year by Q3 2025, with overseas shipments increasing from 63% to 83% [13] Group 4 - The global demand for transformers is surging, with orders for some factories extending to 2027 due to the rapid growth of AI computing power [15] - The supply gap for power transformers in North America has reached 30%, with imports expected to account for 80% of the supply [15] - The average export price of transformers from China has risen from $12,000 per unit in 2020 to $20,800 by 2025, indicating a potential increase in both volume and price [15] Group 5 - Yuanbao has launched a 1 billion yuan cash red envelope campaign, intensifying competition in the AI application market [17] - Major AI assistant apps from Tencent and ByteDance are leading the free app rankings, indicating strong market competition [17] - Companies like Runjian Co. and iFLYTEK are advancing their AI models and services, aiming for significant growth in user scale and commercialization [18] Group 6 - Zhongji Xuchuang expects a net profit of 9.8 billion to 11.8 billion yuan for 2025, a year-on-year increase of 89.5% to 128.2% [20] - New Yiseng anticipates a net profit of 9.4 billion to 9.9 billion yuan for 2025, representing a growth of 231.2% to 248.9% [20] - Runze Technology forecasts a net profit of 5 billion to 5.3 billion yuan for 2025, a year-on-year increase of 179.3% to 196.0% [20] - Jerey Co. signed a gas turbine generator sales contract worth $182 million (approximately 1.265 billion yuan) for data center power supply [21]

财政部、税务总局发布《关于明确增值税应税交易销售额计算口径的公告》。其中提到，纳税人转让金 融商品，以卖出价扣除买入价后的余额计算销售额。 转让金融商品出现的正负差，按盈亏相抵后的余 额计算销售额。若相抵后出现负差，可结转下一纳税期与下期转让金融商品销售额相抵，但年末时仍出 现负差的，不得转入下一个会计年度。 金融商品的买入价，可以选择按照加权平均法或者移动加权平 均法进行核算，选择后36个月内不得变更。 纳税人转让金融商品，不得开具增值税专用发票。 要闻速递 1、5%持股成硬门槛！证监会新规重塑战略投资者，社保、险资等入场 证监会1月30日就《证券期货法律适用意见第18号》修订向社会公开征求意见。这次修订的核心内容是 扩大战略投资者类型并明确最低持股比例要求。根据新规，全国社保基金、基本养老保险基金、企业年 金等中长期机构资金被明确界定为"资本投资者"，成为合格的战略投资者。与此同时，战略投资者本次 认购上市公司股份原则上不低于5% 的硬性门槛也首次确立。5%的比例绝非偶然，它往往直接关联到提 名董事、参与公司治理的实质性权力，迫使投资者从"财务旁观者"转向"治理参与者"。 把"长钱"引入战略投资者框架，规 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 1、审议通过《关于调整回购股份方案的议案》 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号一一回购股份》等相关 规定，结合市场及公司实际情况，董事会同意对第六届董事会第二十四次会议通过的回购公司股份方案 及回购股份报告书中涉及的股份回购资金总额进行调整，由不低于人民币5亿元（含）且不超过人民币 10亿元（含），提高至不低于人民币10亿元（含）且不超过人民币15亿元（含），其余条款维持不变。 证券代码：002241 证券简称：歌尔股份公告编号：2026-007 歌尔股份有限公司 第七届董事会第四次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 歌尔股份有限公司（以下简称"公司"）第七届董事会第四次会议（以下简称"本次会议"）通知于2026年 1月30日以通讯方式发出，于当日在公司会议室以现场加通讯表决方式召开。公司董事长姜滨先生主持 会议，会议应出席董事9名，实际出席董事9名。本次会议符合有关法律、法规及《歌尔股份有限公司章 程》的规定，会议合法有效。公司董事会秘书徐大朋先生 ...

Company Insights - Apple is prioritizing the production of three high-end iPhone models for 2026 while delaying the shipment of standard models, with a focus on launching a foldable iPhone and two non-foldable models in the second half of 2026 [1] - Analyst Ming-Chi Kuo predicts that Apple's pricing strategy for the new iPhone 18 will aim to keep the starting price unchanged, which is beneficial for marketing [1] - The upcoming shareholder meeting is expected to reveal Apple's future product development directions, supply chain optimization details, and global market strategies, particularly with the anticipation of new products like the foldable iPhone [1] Industry Insights - The launch of new Apple products, such as foldable iPhones, will influence the product design trends within the consumer electronics industry, accelerating innovation and exploration of new product forms and technologies [2] - Changes in component demand from Apple will directly impact the order structure and production planning of component manufacturers, prompting them to adjust raw material procurement and production schedules [2] - The introduction of new Apple products will lead related smart accessory manufacturers to develop compatible products, thereby expanding the consumer electronics supply chain and meeting diverse consumer needs [2] Supply Chain Companies - Luxshare Precision focuses on the R&D, production, and sales of connectors, cables, motors, wireless charging, and other components, providing a wide range of parts for Apple and demonstrating strong manufacturing and supply chain integration capabilities [3] - GoerTek specializes in precision components and smart hardware, with accumulated technological achievements in acoustics, optics, and microelectronics, participating in the production of acoustic components and smart hardware modules for Apple [3] - Lens Technology, centered on glass cover business, provides various glass protective panels and related structural components for Apple, showcasing strong capabilities in glass processing and customized production [3]