春节假期期间贵金属和原油价格强势上行 业内称需警惕后市波动风险 马年春节假期期间，全球大宗商品市场走势分化，整体呈现贵金属领涨、能源板块强势的特征，其中纽 约商品交易所（COMEX）白银期货、黄金期货及布伦特原油期货、WTI原油期货涨幅显著，成为市场 关注的焦点，工业金属等其他品类则表现分化。业内人士表示，美伊地缘博弈、美国关税政策裁定等事 件影响贵金属与原油价格走势，白银库存紧张等基本面因素也为其上涨提供支撑。展望后市，受供应端 不确定性、需求季节性波动及宏观环境扰动等影响，大宗商品价格波动大概率加剧，贵金属与原油仍将 是市场波动的核心品种，需重点关注相关风险。（中国证券报） 马年春节假期现货白银大涨近17% 多国指数创新高 马年春节假期全球资本市场多数上涨，韩国、英国、法国等多国指数均创历史新高。特朗普关税进入迷 雾区，美伊冲突走向愈加悲观，国际金银、油价大涨，白银涨近17%。（智通财经） 481只去年收益告负基金年内业绩转正 Wind资讯数据显示，截至2月23日，今年以来已有481只去年收益告负的基金实现净值增长率转正，其 中19只基金的净值增长率差值均超20个百分点。从产品类型来看，以中长期纯债型基金 ...

Group 1 - Tongce Medical's chairman and executives plan to increase their shareholding by 6 to 12 million yuan within six months, following recent purchases totaling approximately 1.34 million yuan [1] - Luxshare Precision has repurchased 9.9006 million shares for nearly 500 million yuan, representing 0.14% of its total share capital [2] - Jintai Construction's subsidiary won a project in Malaysia worth approximately 281 million yuan, accounting for 1.53% of the company's audited revenue for 2024 [3] Group 2 - Kela Co. announced the removal of independent director Jing Naiquan due to loss of independence and failure to fulfill duties [4] - Mingyang Smart Energy is planning to acquire 100% of Zhongshan Dehua Chip Technology Co., with ongoing audits and evaluations [5] - BGI Genomics intends to sell a subsidiary's equity for approximately 50 million USD and adjust licensing agreements [6] Group 3 - Guotou Capital reported that valuation adjustments at Guotou Ruijin Fund are expected to impact 2026 net profit by less than 5% [7] - Donghong Co. won a bid for a pressure steel pipe project worth 353 million yuan [9] - Yashi Chuangneng's major shareholder's shares, amounting to 2.9165% of total shares, will be auctioned, but it will not affect the company's operations [10] Group 4 - Frontier Biotech signed an exclusive licensing agreement with GlaxoSmithKline, receiving an upfront payment of 40 million USD and potential milestone payments totaling up to 950 million USD [11] - Kede CNC's major shareholders committed not to reduce their holdings for the next six months [12] - Richen Co. reported a 31.87% increase in net profit for 2025, driven by market expansion and operational efficiency [13] Group 5 - Jiayou International's PPP project in Zambia has officially commenced commercial operations and charging [14] - Junxin Co. updated its H-share listing application, pending approvals from regulatory bodies [15] - Shuangliang Energy's subsidiary won a bid for a 100 million yuan project in the Middle East [16][17] Group 6 - Baili Tianheng's drug candidate achieved primary endpoints in a Phase III clinical trial for triple-negative breast cancer [18] - ST Jinglan announced a significant stock price increase of 86.90% without major changes in performance, warning of potential stock suspension if prices continue to rise [19] - *ST Huiteng projected a revenue of 330 to 400 million yuan for 2025, with negative net profit expected [20]

Important Events - BGI Genomics plans to sell 100% equity of Complete Genomics for $50 million and adjust the licensing of CoolMPS sequencing technology [1] - Base Pharmaceuticals received approval from the UK MHRA for Sugli monoclonal antibody's new indication in non-small cell lung cancer [1] - Frontline Bio signed a licensing agreement with GlaxoSmithKline, receiving an upfront payment of $40 million and potential milestone payments totaling up to $950 million (approximately 6.56 billion RMB) [1] - Bai Li Tian Heng's clinical trial for iza-bren (EGFR×HER3 dual antibody ADC) in locally advanced or metastatic triple-negative breast cancer reached its primary endpoint in interim analysis [1] - Huagong Technology's AI high-speed optical module orders are scheduled to run through the fourth quarter, with production bases in Wuhan and Thailand fully operational [1] - Wuliangye has distributed over 76.8 billion RMB in dividends over the past five years [1] - Tongfu Microelectronics' application for a specific stock issuance has been accepted by the Shenzhen Stock Exchange [1] Bids - Donghong Co., Ltd. won a procurement project for pressure steel pipes and accessories worth 353 million RMB [1] - Jintanglan's subsidiary won a project for the Sabah Intercontinental Resort Hotel in Malaysia, amounting to approximately 281 million RMB [1] - Shuangliang Energy's wholly-owned subsidiary won a bid for the cooling island system of an H-class combined cycle power plant project in the Middle East, with a bid amount of 100.26 million RMB [1] Performance - Jiantao Group expects a more than 165% increase in net profit for 2025 compared to the same period in 2024 [1] Buybacks & Increases - Luxshare Precision conducted its first share buyback, repurchasing 9.9 million shares for nearly 500 million RMB [2] - Tongce Medical's chairman and others plan to increase their holdings in the company by 6 to 12 million RMB [2]

影响股市利好与利空消息 宏观新闻 3、外交部网站2月23日消息，外交部发言人宣布：应国务院总理李强邀请，德国总理默茨将于2月25日 至26日对中国进行正式访问。 4、玉渊谭天22日发文称，美国最新加征的所谓"临时关税"，很可能像此前一样面临被起诉的风险。 1、2月16日出版的第4期《求是》杂志发表中共中央总书记、国家主席、中央军委主席习近平的重要文 章《当前经济工作的重点任务》。文章强调，2026年经济工作头绪多，要抓住关键、纲举目张。坚持内 需主导，建设强大国内市场。统筹促消费和扩投资，用好我国超大规模市场优势。深入实施提振消费专 项行动，制定实施城乡居民增收计划，扩大优质商品和服务供给，优化"两新"政策实施，清理消费领域 不合理限制措施，释放文旅等服务消费潜力。 2、美东时间2月20日，美国最高法院公布关税诉讼案裁决结果，判定美国政府依据《国际紧急经济权力 法》对相关贸易伙伴加征的对等关税、芬太尼关税等相关关税违法。商务部新闻发言人表示，中方一贯 反对各种形式的单边加征关税措施，反复强调贸易战没有赢家，保护主义没有出路。中方敦促美方取消 对贸易伙伴加征的有关单边关税措施。 5、当地时间2月21日，美国总统 ...

Market Overview - US stock market experienced significant declines, with the Dow Jones falling by 1.66%, Nasdaq by 1.13%, and S&P 500 by 1.04%. Notable declines included Tesla, Meta, and Amazon, each dropping up to 2.91%, while Apple rose by 0.60% and Nvidia by 0.91% [1] - IBM's stock plummeted by 13%, marking its largest single-day drop since 2000, following news that AI startup Anthropic's Claude Code tool can modernize COBOL programming on IBM mainframes [1] Commodity Prices - Spot silver surged by 5.0% to $88.52 per ounce, while spot gold increased by 2.5% to $5,227.85 per ounce [2] Energy Sector - The cost of long-term charters for super oil tankers has skyrocketed to over $92,000 per day, reaching a historical high [1] Technology Developments - Morgan Stanley forecasts a 130,000-ton copper supply deficit by 2026, transitioning to a mild surplus by 2027 [6] - SK Hynix reported that it is unable to meet all customer demands, leading to continued price increases in storage this year [7] - Apple is accelerating the development of three new wearable devices [8] - Elon Musk announced plans for Starship to launch over 10,000 satellites annually [9] - Meta plans to deploy millions of Nvidia chips [10] Regulatory and Legal Updates - The US Supreme Court ruled that the International Emergency Economic Powers Act does not authorize the president to impose large-scale tariffs, impacting Trump's proposed tariff increases on various goods [2] Domestic Developments - The Ministry of Industry and Information Technology in China is increasing policy support for low-altitude industry innovation and development [13] - The National Energy Administration will implement a new energy system and sector-specific energy planning [14] - ByteDance launched the Doubao large model 2.0, competing with Gemini 3 and GPT 5.2 [16] Stock Market Insights - Analysts are optimistic about the A-share market post-holiday, with expectations of a "red envelope market" driven by increased risk appetite and policy anticipation [20][21] - The performance of robots and AI applications is highlighted as a key focus area for investment [22]

Core Viewpoint - The company, Shenzhen BGI Genomics Co., Ltd., is selling its subsidiary Complete Genomics, Inc. for approximately $50 million to Swiss Rockets, while also adjusting its sequencing technology licensing agreements to enhance its financial position and operational efficiency [1][2]. Group 1: Transaction Details - The company announced the sale of 100% equity of its subsidiary Complete Genomics, Inc. to Swiss Rockets for about $50 million, with the final price subject to closing conditions [1]. - The transaction involves the separation of related assets and liabilities from the subsidiary MGI Tech R&D HONG KONG CO., LIMITED [1]. - A licensing agreement amendment allows Swiss Rockets exclusive rights to the StandardMPS sequencing technology and a general license for universal sequencing technology in the U.S. and Canada [1]. Group 2: Financial Impact - The transaction is expected to generate significant direct revenue and improve cash flow, with an estimated $50 million income from the equity sale [2]. - The company anticipates a reduction in annual losses associated with the divested business unit, thereby enhancing overall profitability and operational efficiency [2]. - The licensing arrangement will provide a tiered revenue share based on the future global net sales of the licensed products, contributing to stable long-term cash flow [2]. Group 3: Strategic Positioning - The company retains permanent, free, and irrevocable rights to use 205 patents held by CGI, ensuring the integrity of its technology system and business continuity [2]. - The company will continue to lead the CoolMPS sequencing technology in the Asia-Pacific and Greater China regions while expanding StandardMPS technology outside the U.S. and Canada [2]. - The company plans to sign supply agreements based on the commercialization progress of the counterpart, ensuring efficient utilization of existing production capacity and maintaining supply chain synergy [2].

今日提示 ·证监会近日对天风证券为武汉当代集团涉嫌违法提供融资及信息披露违法违规行为作出行政处罚及市 场禁入事先告知。 ·北交所新股海菲曼24日发行，申购代码920183，发行价19.71元/股，发行市盈率14.99倍，申购上限 47.37万股，主营耳机等电声产品。 上证精选 ·春节期间，阿里、字节、智谱、Kimi、Minimax、Google等大模型厂商纷纷发布新模型和产品。除夕当 天，豆包AI互动总数达19亿次，"豆包过年"活动在除夕帮助用户生成超过5000万张新春主题头像、生成 超过1亿条新春祝福。 ·据猫眼专业版数据，截至2月23日14时11分，2026年2月电影市场总票房已破60亿元，《飞驰人生3》 《惊蛰无声》《镖人：风起大漠》分列2月票房榜前三位。 ·飞猪平台2月23日发布的数据显示，2026年春节假期，该平台国内游订单量再创新高，其中门票订单量 同比去年增长超80%，酒店间夜量同比增长75%。AI预订旅行服务大爆发，飞猪AI订单量比节前增长 800%以上。国内冰雪游热情高涨，跨境游继续强劲增长。 ·2月24日，1年期和5年期以上LPR将公布最新值。 ·苹果公司将于2月24日举行线上年度股东大会 ...

证券代码：688114 证券简称：华大智造 公告编号：2026-007 深圳华大智造科技股份有限公司 第二届董事会第二十次会议决议公告 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、董事会会议召开情况 深圳华大智造科技股份有限公司（以下简称"公司"）第二届董事会第二十次会议于2026年2月14日以现 场结合通讯方式举行。会议通知已于2026年2月13日以邮件方式发出。全体董事一致同意豁免本次会议 的通知时限。会议应到董事10人，实到董事10人。公司董事长汪建先生因公务不便主持，与会董事一致 推举董事牟峰先生为本次会议的主持人。公司高级管理人员列席了董事会会议。本次董事会会议的召 集、召开程序符合《中华人民共和国公司法》《公司章程》等有关规定的要求。经与会董事审议和表 决，会议形成决议如下： 二、董事会会议审议情况 （一）审议通过《关于出售子公司100%股权及调整CoolMPS测序技术〈授权许可协议〉的议案》 公司全资子公司MGI Tech R&D HONG KONG CO., LIMITED（以下简称"MGI R&D H ...

来源：智通财经 智通财经2月23日讯（记者 卢阿峰）全球基因测序产业竞争格局重塑之际，华大智造（688114.SH）再 度对其全球业务布局及商业模式进行优化升级。 公告披露，新增授权后，Swiss Rockets未来销售StandardMPS相关产品同样需向公司支付许可费用，分 成机制与原CoolMPS协议保持一致。在全部授权期内，华大智造预计可获得不低于1.2亿美元收入，其 中包括已收取的2000万美元首付款、2000万美元里程碑付款，以及基于销售额的阶梯式特许权使用费。 本次交易相关协议已通过董事会审议，尚需提交股东大会审议。 在财务层面，华大智造在公告中直言，此次交易将带来"显著的直接收益和持续的现金流改善"。一方 面，公司将获得约5000万美元股权转让对价；另一方面，通过剥离近年来持续亏损的CGI业务单元，可 减少合并报表层面的亏损拖累，提升整体盈利能力与运营效率。 同时，授权模式将原有高波动的海外直营业务，转化为结构化、可预期的收入来源，从而增强财务韧 性。这一变化也意味着，华大智造在全球市场的参与方式，正由"重资产运营"向"轻资产输出"加速切 换。 更为关键的是技术与资产的再平衡。交易完成前，CG ...

本报讯 2月23日晚间，深圳华大智造科技股份有限公司（以下简称"华大智造"）发布公告，拟以约5000 万美元出售子公司Complete Genomics，Inc.（以下简称"CGI"）100%股权，并升级对交易方的测序技术 授权，新增StandardMPS技术在美国、加拿大地区的独占许可，同时配套授予该区域内该技术领域通用 测序技术的普通许可。 此次交易授权范围仅限StandardMPS产品领域，华大智造全资子公司MGI US LLC仍可自主拓展半导体 自发光测序仪、实验室智能自动化产品、纳米孔单分子测序仪及时空组学产品等多元产品线。同时， CGI将205项覆盖全技术链条的专利、技术秘密及商标，永久性、免费且不可撤销地授权给华大智造全 资子公司，让公司掌握核心技术控制权。 本次交易是华大智造战略、业务与财务层面的综合考量结果，若顺利推进，将推动中国生命科学企业 从"产品输出"迈向"技术输出"，同时改善财务表现、进阶全球化战略。 财务层面，交易将带来多重利好。现金收益方面，除5000万美元股权对价外，公司已收到2025年11月到 账的2000万美元技术授权首付款，还有2000万美元里程碑付款待收，将直接增厚现金 ...