Core Viewpoint - The European Commission has initiated an in-depth investigation into Goldwind Technology's operations in the EU market under the Foreign Subsidies Regulation (FSR), raising concerns about potential foreign subsidies benefiting the company [1] Group 1: Investigation Details - The investigation was announced on February 3, 2026, and aims to examine whether Goldwind Technology benefits from foreign subsidies while producing and selling wind turbines in the EU [1] - The European Commission expressed concerns after a preliminary review, indicating that Goldwind Technology may have received various forms of subsidies, including direct government grants, tax incentives, and preferential loans [1] - The investigation was escalated to an in-depth phase following the collection of initial information, with the possibility of concluding through acceptance of remedial commitments, implementation of corrective measures, or a determination of no objection [1] Group 2: Company Background - Goldwind Technology is recognized as one of the major manufacturers of wind power equipment globally and operates in the EU market through subsidiaries such as Vensys in Germany [1]

Core Viewpoint - The European Commission has initiated an in-depth investigation into Chinese wind power company Goldwind Technology, claiming it received government subsidies that distort the EU market, despite objections from China [1][5]. Group 1: Investigation Details - The investigation is based on the Foreign Subsidies Regulation (FSR), which came into effect in July 2023, allowing the European Commission to scrutinize companies receiving external support from non-EU governments [1][2]. - Initial findings suggest that Goldwind may have benefited from foreign subsidies, including government grants, tax incentives, and preferential loans, prompting the formal investigation [1][5]. - The investigation is expected to conclude by autumn 2027 and could result in three outcomes: commitments from the company, corrective measures imposed by the Commission, or a determination that no distortion occurred [4]. Group 2: Broader Implications - The European Commission has indicated that it may expand its investigations to other Chinese wind power companies, signaling ongoing scrutiny of the market [2]. - The frequent investigations by the EU are causing significant operational disruptions for Chinese companies, leading to potential losses amounting to billions of euros [5]. - The FSR's application is seen as a tool that could exacerbate tensions between the EU and China, with implications for various sectors, including telecommunications and critical industries like steel and cement [5][6].

Market Overview - A-shares reached a low point but rebounded across the board, while Hong Kong stocks opened high but experienced a mid-day drop due to negative news, closing with a slight increase of 0.22% [1] - Gold stocks saw a rebound after a significant drop, with the expectation that the WanGuo Gold Group will report a profit of approximately 1.4 to 1.5 billion HKD for the fiscal year 2025, representing a year-on-year increase of about 143% to 161% [1] Industry Insights - The gaming industry faces potential tax rate adjustments, with rumors suggesting an increase from 6% to 32%, although experts indicate that such a high tax rate is not feasible under current VAT laws [2] - The release of Google's generative world model, Genie 3, has caused significant sell-offs in the gaming and advertising sectors, although experts believe it is premature to consider it a disruptive force in the gaming industry [2] Company Developments - Cambricon Technologies experienced a drop of over 14% due to negative reports, impacting the performance of the Sci-Tech 50 Index [3] - CIMC Group discussed its data center business, reporting over 1,000 MW of cumulative delivery and over 17,000 modules in various regions, with a focus on AI and cloud computing [4] - CIMC Group's stock rose nearly 15%, driven by its aerospace-related subsidiary, which also saw significant gains [4] Sector Performance - The storage industry saw a strong performance from major players like SanDisk and Micron, with SanDisk reporting a remarkable increase of 15.44% [5] - Macau's gaming revenue for January reached 22.633 billion MOP, a year-on-year increase of 24%, with expectations for further growth in February due to the Lunar New Year [5] - The engineering machinery sector is experiencing a strong demand for equipment replacement, with a projected need for approximately 200,000 excavators by 2026 [6] Technology Advancements - Apple reported a 16% year-on-year increase in revenue for Q1 of FY2026, driven by strong iPhone sales and recovery in the Chinese market [7] - The Zhejiang University unveiled a humanoid robot, Bolt, capable of reaching speeds of 10 m/s, marking a significant breakthrough in humanoid robotics [8] Corporate Expansion - China Merchants Port is expanding its overseas operations with new shipping routes, enhancing trade efficiency between North America and Europe [10] - The company operates 39 ports and 375 berths, with a focus on optimizing its overseas asset structure and expanding into emerging markets [11]

Core Insights - The U.S. and Japan are actively seeking to reduce their dependence on rare earth elements, with Japan conducting successful trials for rare earth mud extraction in the Pacific Ocean [1] - Japan currently relies on China for over 70% of its rare earth imports, prompting increased focus on domestic development following China's export restrictions [1] - The U.S. plans to initiate a critical mineral reserve program with an initial funding of $12 billion to decrease reliance on China for rare earth resources [1] - China maintains a dominant position in rare earth resources, extraction technology, and downstream applications, making it challenging for other countries to rebuild their rare earth supply chains [1] Industry Performance - The A-share rare earth sector showed strong performance, with the sector rising by 3.80%, led by companies like Longhua Technology, which increased by 11.46% [3] - Analysts highlight a supply-demand resonance in the rare earth market, with increasing supply concentration and growing demand from sectors like new energy and high-end manufacturing [3] - The strategic value of rare earth resources is becoming more pronounced globally, with many countries emphasizing the importance of critical mineral reserves [3] Company Highlights - Shenghe Resources is a significant player in the domestic rare earth industry, involved in mining, refining, and recycling, with projected earnings growth exceeding 339% by 2025 [5] - Northern Rare Earth is one of the largest rare earth production and processing bases in China, benefiting from resource advantages and stable product supply [5] - Jieneng Permanent Magnet is a high-tech enterprise specializing in rare earth permanent magnet materials, positioned to benefit from the growing demand in sectors like electric vehicles and wind power [5]

【导读】游戏税收传闻触发抛售？新华社已辟谣！ 中国基金报记者 储是 今日港股大市转暖企稳，盘中税收传闻导致大型科网股集体走弱，腾讯控股日成交额超375亿港元。 新华社发布报道《游戏等行业增值税税率要提高？专家表示没有可信度》，表示这些传言并不具备真实性。 手游股也承压 今日盘中，关于调整游戏、金融等行业增值税税率的传言在部分网络平台上传播。其中，提及金融业、互联网增值服务等或将面临增值税税率上调，游戏 行业的税率有可能从6%调高至32%。 日前，中国移动等三大运营商发布公告，宣布将按照1月1日发布的《关于增值税征税具体范围有关事项的公告》有关规定，统一执行新的增值税税率—— 由原有的6%调升至9%。 受此消息影响，港股科网股今日跌势靠前，恒生科技指数盘中一度跌近4%，截至收盘，跌幅收窄。手机游戏板块同样承压。 港股大市转暖企稳 2月3日，港股大市转稳。截至收盘，三大指数表现不一，恒生指数上涨0.22%，报收26834.77点；恒生科技指数下跌1.07%，报收5467.26点；恒生国企指 数跌0.30%，报收9053.11点。 今日盘中，市场出现一则税收"小作文"，三大指数一度跳水，恒生科技指数成份股集体大幅回 ...

Core Viewpoint - The company has completed the transfer of shares in a subsidiary, resulting in no longer holding any shares in the associated company [1] Group 1 - The company’s wholly-owned subsidiary, Jin Feng Investment Holdings Co., Ltd., has completed the transfer of shares in Aowei New Materials [1] - The share transfer was officially registered on September 24, 2025, as disclosed by Aowei New Materials [1] - Following the completion of the transfer, the company no longer holds any shares in Aowei New Materials [1]

MACD金叉信号形成，这些股涨势不错！ 2026年1月6日，公司回购H股股份的数量为1万股(约占公司总股本的0.0002%)，回购成交的最高价为 14.510港元/股，最低价为14.500港元/股，成交均价为14.505港元/股，成交总金额(不含交易费用)为14.51 万港元。 金风科技(02208)发布公告，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——回购股份》等有关规定，公司在回购期间应当在每个月的前3个交易日内披露截至上月末的 回购进展情况。截至2026年1月31日，公司尚未回购A股股份。 ...

格隆汇2月3日丨金风科技(002202.SZ)在互动平台表示，根据上纬新材2025年9月24日披露的《关于控股 股东协议转让股份完成过户登记暨公司控股股东、实际控制人变更的公告》，公司的全资子公司金风投 资控股有限公司协议转让上纬新材股份事宜已完成过户登记手续。公司已不再持有上纬新材的股份。 ...

股票代码：002202 股票简称：金风科技 公告编号：2026-013 金风科技股份有限公司 关于回购公司股份的进展公告 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。 一、关于回购 A 股股份的进展情况 金风科技（以下简称"公司"）第八届董事会第三十二次会议、 第八届监事会第十六次会议于 2025 年 4 月 25 日审议通过了《关于公 司以集中竞价交易方式回购公司 A 股股份的议案》，并经 2025 年 5 月 20 日召开的 2025 年第一次临时股东大会、2025 年第一次 A 股类 别股东会议及 2025 年第一次 H 股类别股东会议审议通过。 公司于 2025 年 5 月 21 日披露了《关于以集中竞价交易方式回购 公司股份的回购报告书》，公司拟使用自有资金通过深圳证券交易所 以集中竞价交易方式回购公司 A 股股票，本次回购的股份将全部予 以注销并减少公司注册资本，实施期限自公司 2025 年第一次临时股 东大会、2025 年第一次 A 股类别股东会议及 2025 年第一次 H 股类 别股东会议审议通过回购股份议案之日不超过 12 个月。回购的资金 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 金風科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02208 | 說明 H股 | | | | | | | | 已發行股份（不包括庫存股份）數目 | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | 773,572,399 | | 0 | | 773,572,399 | | 增加 / 減少 (-) | | -10,000 | | 10,000 | | | | 本月底結存 | | 773,562,399 | | 10,000 | | 773,572,399 | 足夠公眾持股量的 ...