China Chengxin International Credit Rating Co.,Ltd. [2026]070 中诚信国际关于调降闻泰科技股份有限公司 主体及相关债项信用等级的公告 闻泰科技股份有限公司（以下简称"闻泰科技"或"公司"）及其目前存续 债券"闻泰转债"由中诚信国际信用评级有限责任公司（以下简称"中诚信国际"） 进行相关信用评级工作。中诚信国际于 2025 年 6 月 16 日出具了《闻泰科技股 份有限公司公开发行可转换公司债券跟踪评级报告（2025）》，将闻泰科技主体 信用等级由 AA 调降至 AA-，评级展望为稳定；将"闻泰转债"债项信用等级由 AA 调降至 AA-，评级结果有效期为受评债项的存续期。 现及中长期在全球半导体供应链中的地位形成威胁；二是闻泰科技已经出售产 品集成业务相关资产，半导体为其核心业务。在本次安世控制权受限事宜发生前， 安世为其半导体核心经营主体。除中国东莞的封测厂外，安世在德国汉堡和英国 曼彻斯特拥有晶圆制造工厂，在菲律宾卡布尧和马来西亚芙蓉等地设有封装测 试工厂，目前闻泰科技对安世在中国境外的资产均暂时受限，若无法恢复对安世 的控制权将使得公司半导体业务 ...

【文/观察者网 阮佳琪】 荷兰新一届内阁阵容已于本周一基本敲定。纵览名单，美媒彭博社10日指出，在强抢中资企业安世半导体所有权引发外交危机后，大量对华鹰派人士入主荷 兰新内阁并担任重要职位。 首先，去年挑起此次事端的看守政府经济事务大臣卡雷曼斯得以在新一届政府中留任，转而出任基础设施与水资源管理大臣。他与前首相、现北约秘书长马 克·吕特同属荷兰传统右翼自由民主党（VVD）。 其次，负责监管出口管制体系的外贸与发展合作大臣一职，将由在2021年因涉新疆错误言论被中方制裁的舍尔茨玛（Sjoerd Sjoerdsma）担任。 舍尔茨玛来自荷兰中左翼政党六六民主党（D66），在担任荷兰众议院议员期间多次发表涉华不当言论，曾推动所谓涉疆动议，被中方谴责"恶意传播谎言 和虚假信息"并实施制裁。此后他还曾与其他欧洲议员窜访中国台湾地区。 舍尔茨玛 新任外交大臣则由中右翼政党基督教民主联盟（CDA）的资深成员汤姆·贝伦森（Tom Berendsen）担任。他热衷于翻炒中方在欧洲最大港口鹿特丹港的存在 构成所谓"威胁"，渲染中方针对台湾地区的行动将严重冲击与荷兰光刻机巨头阿斯麦联系紧密的台积电。 2024年1月欧洲议会通过的一 ...

Clarifications - Guansheng Co. clarified that its core product, the intelligent bionic joint arm, currently has no orders and has not generated operating income, stating that media reports were misinterpretations [1] - Haiguang Information indicated that its business layout does not currently involve TPU chips and remains focused on core strategic products [1] Shareholding Reductions - Shareholders of Congsheng Co. plan to collectively reduce no more than 5% of the company's shares, with the controlling shareholder and actual controller Wang Zongyou and Tian Niabin planning to reduce a combined total of no more than 3.00%, and other specific shareholders planning to reduce 1.63% and 0.37% respectively [2] - Xinling Electric's director and general manager Zhang Pengchun plans to reduce no more than 1.28% of the company's total shares within three months after the announcement [2] - Senba Sensor's shareholder Ganzhou Yingbei Investment Development Co., Ltd. plans to reduce no more than 3% of the company's total shares [3] - Changchuan Technology's actual controller's concerted action partner plans to reduce no more than 1.1128% of the company's total shares through block trading [2] - GCL-Poly Energy's shareholder Shenzhen Qianhai Oriental Entrepreneurship Financial Holdings Co., Ltd. plans to reduce no more than 1.01% of the company's total shares within three months after the announcement [2] Performance Reports - AVIC Optoelectronics released a preliminary report for 2025, indicating a net profit attributable to shareholders of 2.124 billion yuan, a year-on-year decrease of 36.69% [4] - ST Jinglan announced an expected significant decline in operating performance for 2025, with its stock trading experiencing severe abnormal fluctuations [4] Other News - Jieqiang Equipment and its actual controller Pan Feng were convicted of unit bribery, with the company fined 1.5 million yuan and Pan Feng sentenced to one year and nine months in prison, along with a fine of 1.5 million yuan [5] - ST Cuihua is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [5] - Wentai Technology and Luxshare ICT are in dispute over the performance of an agreement regarding an asset package in India, with the matter submitted to the Singapore International Arbitration Centre [5] - Sunrock Electronics filed a lawsuit against Murata Manufacturing Co., Ltd. for malicious intellectual property litigation, seeking compensation of 1.5 million yuan for economic losses incurred [5] - ST Jieneng is undergoing judicial transfer procedures for pledged shares, which may lead to a change in company control, with stock suspension starting from February 10, 2026 [5] - Yutai Micro's shareholder agreement has expired, resulting in a change in actual control from Shi Qing and Ouyang Yufei to no actual controller [5]

Group 1 - Tesla Model Y experienced a sudden power loss on the highway with a remaining range of 72 kilometers, raising safety concerns about the actual usable range of electric vehicles [1][2] - Tesla's after-sales response suggested that drivers should recharge when the battery level reaches 100 kilometers, leading to public debate about the reliability of the advertised range [2] - Previous incidents of Tesla vehicles losing power on highways have been reported, with some requiring complete motor replacements [2] Group 2 - A safety incident involving Aoxin battery resulted in a recall of over 38,000 Zeekr 001 WE vehicles due to potential thermal runaway risks [5][6] - The recall is linked to manufacturing consistency issues in the high-voltage battery, which could lead to performance degradation and safety hazards [6] - A legal dispute between Zeekr's parent company and Aoxin over battery quality has been resolved, with Aoxin responsible for covering battery replacement costs [6] Group 3 - Xiaomi's legal department is assisting car owners who have faced online harassment and physical damage to their vehicles, with 51 cases successfully filed in court [15] - The company has reported a significant number of participants in its assistance program, indicating a growing concern over the safety and reputation of its automotive products [15] Group 4 - ByteDance's new AI video generation model, Seedance 2.0, has gained significant attention for its ability to create high-quality videos from text or images [13] - The model's unique multi-shot narrative feature allows for seamless scene transitions, enhancing the storytelling experience [13] - The introduction of such technology is expected to disrupt traditional video production processes and raise concerns about the authenticity of video content [13] Group 5 - NIO announced a recall of over 246,000 ES8, ES6, and EC6 electric vehicles due to potential black screen issues in the dashboard and central control [38] - The recall will be addressed through remote software upgrades, ensuring that affected vehicles receive necessary updates to mitigate safety risks [38] Group 6 - Google announced plans to issue approximately $20 billion in high-rated dollar bonds to support its capital expenditures, particularly in AI infrastructure [40] - Waymo, Google's autonomous driving unit, has achieved fully autonomous operations in Nashville, expanding its presence in multiple U.S. cities [40] - The company is facing increased competition in the autonomous driving sector, with significant investments being made in this area [40] Group 7 - OpenAI plans to launch an upgraded chat model amid increasing competition, with ChatGPT's active user base exceeding 800 million [41] - The company is also testing advertising within ChatGPT, aiming to diversify its revenue streams while maintaining user experience [41] - OpenAI's growth trajectory remains strong, with significant increases in user engagement and product adoption [41] Group 8 - Nexon is developing a new shooting game based on Blizzard's classic IP, StarCraft, indicating a shift in the franchise's traditional strategy game format [44][45] - The project is in the early development stages, with a focus on creating a unique gaming experience while leveraging the original IP's popularity [45]

今日（2月9日）A股三大指数集体收涨，上证指数收于4123.09点，上涨1.41%；深证成指涨2.17%，创 业板指涨2.98%。市场全天成交额约2.27万亿元，较前一交易日增量1067亿元，收盘上涨个股超4600 只，其中96股涨停。 盘面上，影视院线概念领涨，板块内捷成股份、上海电影、横店影视等多股涨停。Sora概念、短剧游 戏、AI语料等概念跟涨。油气开采及服务、可燃冰、燃气等概念跌幅居前。 63股收盘价创历史新高 据证券时报·数据宝统计，不含近一年上市的次新股，今日共有63股收盘价创历史新高。从行业属性来 看，电子、机械设备、通信行业创新高的个股较为集中，分别有14股、12股、8股出现在名单中。 收盘价创历史新高股中，今日股价平均上涨7.57%，涨停的有杰普特、聚和材料、联德股份等，涨幅居 前的有天孚通信、光库科技、炬光科技等。 | 代码 | | 收盘价 | 日涨幅 | 行业 | | --- | --- | --- | --- | --- | | | | (元) | (%) | | | 688025 | 杰普特 | 212.75 | 20.00 | 机械设备 | | 688503 | 聚和材料 | 8 ...

2月9日，金风科技（002202）以26.02元开盘，盘中最高价26.58元，截止收盘，其价格在26.19元，上涨 幅度2.67%，已收回2月5日高达9个点的跌幅，当时收盘价为24.82元。 这意味着金风科技暂时安全度过调查风波。 当地时间2月3日，欧盟委员会宣布依据《外国补贴条例》（FSR）针对金风科技在欧盟风电市场的业务 活动启动深入调查。这是欧盟FSR生效近三年后，再度将单边经贸工具的矛头对准中国企业。 金风科技的股价并没有因此连续大跌，投资者也没有疯狂抛盘，金风科技此前的股价下跌，更多是属于 风电板块内的调整，而非欧盟对它的调查。 其实，欧盟对于金风科技展开调查，并不奇怪。此前中国企业闻泰科技就被荷兰政府莫名其妙封查，强 制接管。 我们同时也要注意到，当前全球范围内，右翼民粹主义有不断发展的迹象，这些势力不断推动"经济民 族主义"，一些欧美右翼势力常将"对华强硬"作为政治筹码，鼓吹"保护本国就业与技术安全"。通胀高 企，产业空心化，以及能源危机等各种问题层出不穷，导致欧美社会焦虑加剧，部分政客将中国定义 为"系统性竞争对手"，通过对中企施压展示"强硬姿态"，迎合选民情绪，甚至有政客刻意炒作"中国威 胁 ...

| 证券代码：600745 | 证券简称：闻泰科技 | 公告编号：临 2026-013 | | --- | --- | --- | | 转债代码：110081 | 转债简称：闻泰转债 | | 闻泰科技股份有限公司 关于重大资产出售的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 （一）印度业务资产包 为实施印度业务资产包的交易，公司依据 2025 年 6 月 9 日召开的 2025 年第 二次临时股东大会所审议通过的《关于提请公司股东大会授权公司董事会及董事 会授权人士全权办理本次交易具体事宜的议案》之授权，由印度闻泰与立讯联滔 签署了《Asset Transfer Agreement》（以下简称《印度资产协议》），其中约定 了印度业务资产包交易的具体内容。 双方对印度业务资产包协议履行有争议，该争议事项已被立讯联滔提交至新 加坡国际仲裁中心（SIAC）。印度闻泰已于 2026 年 2 月 6 日提交了答辩及反请 求，目前双方在讨论仲裁庭的组庭程序。 （二）公司后续应对 一、交易概述 2025 年 3 月 20 日， ...

闻泰科技公告，公司拟以现金交易的方式向立讯精密工业股份有限公司及立讯通讯（上海）有限公司转 让公司下属的昆明闻讯实业有限公司、黄石智通电子有限公司、昆明智通电子有限公司、闻泰科技（深 圳）有限公司、香港闻泰的100%股权以及下属公司闻泰科技（无锡）有限公司、无锡闻讯电子有限公 司、印度闻泰的业务资产包。目前，印度业务资产包交易存在争议，已被提交至新加坡国际仲裁中心， 其他标的资产已交割完毕且不涉及诉讼仲裁。 ...

Core Viewpoint - The article discusses the recent investigation by the European Commission into Goldwind Technology (金风科技) under the Foreign Subsidies Regulation (FSR), highlighting the implications for the company and the broader context of EU-China relations in the renewable energy sector [2][4][5]. Group 1: Investigation Context - On February 3, the European Commission announced a deep investigation into Goldwind Technology's operations in the EU wind power market, marking a significant action against a Chinese company under the FSR [4]. - This investigation is part of a broader trend where the EU has targeted multiple Chinese companies in 2024, indicating a pattern of scrutiny towards Chinese enterprises in the renewable energy sector [5]. - The Chinese Ministry of Commerce criticized the EU's actions as a form of protectionism disguised as fair competition, citing issues such as insufficient evidence and lack of transparency in the investigation process [5]. Group 2: Market Reaction and Company Performance - Despite the investigation, Goldwind Technology's stock price showed resilience, opening at 26.02 yuan and closing at 26.19 yuan, recovering from a previous drop [1][2]. - The company's stock performance is attributed more to sector-wide adjustments rather than direct fallout from the EU investigation [4]. - As of September 30, 2025, Goldwind Technology reported a high debt-to-asset ratio of 73.11%, indicating potential financial vulnerabilities [7]. Group 3: Strategic Implications - The EU's investigation is seen as an attempt to weaken the competitive edge of China's renewable energy sector, particularly in wind power, as Goldwind is a major player in this field [6]. - The article suggests that the EU's actions are driven by a desire to enhance energy sovereignty and reduce reliance on Chinese technology and products [6]. - The rise of right-wing populism in the West is contributing to a narrative that positions China as a systemic competitor, influencing policy decisions that affect Chinese companies [6].

来源：基本面力场 最近有一家公司正在申请于北交所IPO，公司全称是河南嘉晨智能控制股份有限公司，股票简称嘉晨智 能（874302.NQ），保荐机构为中金公司（601995.SH），保荐代表人为杨曦、魏德俊。 嘉晨智能的核心产品是车辆运动控制及智能网联系统，电机驱动控制、整车控制和智能网联是三大子系 统，产品主要应用于工业车辆，杭叉集团（603298.SH）一直稳居第一大客户，2025上半年对这一客户 的销售占比高达36.12%。 业绩方面，近两年表现不错，2024年和2025年收入增幅都不大，仅分别为1.39%和5.08%，但同期净利 润的增幅比收入的增幅高，分别为16.44%和24.15%。今年上半年预计仍将保持增长，营业收入将同比 增长7.12%至12.34%，净利润同比10.48%至15.65%。 大体情况就是这样，但是力场君并不觉得这是一个能够放心投资的公司，特别是近期见到百亿亏损的闻 泰科技（维权）（600745.SH），以及守住不境外核心资产的天齐锂业（002466.SZ）等案例之后，更对 嘉晨智能面对的供应商依赖的风险，更加担忧了。 对此，在《审核问询函的回复》第110页披露：公司生产所使用的外 ...