Core Viewpoint - The company is applying for the issuance of overseas listed foreign shares (H-shares) and plans to list on the main board of the Hong Kong Stock Exchange [1] Group 1 - The Hong Kong Stock Exchange listing committee will hold a hearing on February 5, 2026, to review the company's application [1] - On February 6, the joint sponsor received a letter from the Hong Kong Stock Exchange indicating that the listing committee has reviewed the application, but this does not constitute formal approval [1] - The company must obtain final approval from relevant regulatory agencies and the stock exchange, indicating uncertainty in the process [1]

Group 1 - On February 6, a total of 4 listed companies had their restricted shares unlocked, with a total market value of approximately 826 million yuan [1] - The specific details of the restricted share unlocks are as follows: - Huqin Technology (Stock Code: 603296) had 774,700 shares released from equity incentive restrictions [1] - Yihua Co., Ltd. (Stock Code: 002897) had 2,042,900 shares released from equity incentive restrictions [1] - Jinzhai Food (Stock Code: 003000) had 47,899,200 shares released from the issuance of A-shares to original shareholders [1] - Longxun Co., Ltd. (Stock Code: 688486) had 1,800 shares released [1]

证券代码：603296 证券简称：华勤技术 公告编号：2026-009 华勤技术股份有限公司 第二届董事会第二十二次会议决议公告 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 华勤技术股份有限公司（以下简称"华勤技术"或"公司"）于2026年2月5日以现场和视频通讯相结合的方 式召开第二届董事会第二十二次会议，本次会议的通知于2026年2月2日以电子邮件方式发出。会议应出 席董事9人，实际出席会议董事9人，本次会议由董事长邱文生先生主持。本次会议的召集、召开及表决 程序符合有关法律、行政法规、部门规章、规范性文件及《华勤技术股份有限公司章程》（以下简称 《公司章程》）的规定，表决形成的决议合法、有效。 二、董事会会议审议情况 （一）审议通过《关于确定H股全球发售及在香港联合交易所有限公司上市相关事宜之议案》 公司董事会同意关于公司H股全球发售并在香港联合交易所有限公司上市事宜的相关安排，包括但不限 于：（1）批准公司H股全球发售的相关安排；（2）批准刊发、签署符合相关法律法规要求的招股说明 书及其他全 ...

华勤技术股份有限公司章程（草案） | 第一章 | 总则 1 | | --- | --- | | 第二章 | 经营宗旨和范围 2 | | 第三章 | 股份 2 | | 第一节 | 股份发行 3 | | 第二节 | 股份增减和回购 5 | | 第三节 | 股份转让 6 | | 第四章 | 股东和股东会 8 | | 第一节 | 股东的一般规定 8 | | 第二节 | 控股股东和实际控制人 11 | | 第三节 | 股东会的一般规定 12 | | 第四节 | 股东会的召集 16 | | 第五节 | 股东会的提案与通知 18 | | 第六节 | 股东会的召开 20 | | 第七节 | 股东会的表决和决议 23 | | 第五章 | 董事和董事会 27 | | 第一节 | 董事的一般规定 28 | | 第二节 | 董事会 32 | | 第三节 | 独立董事 37 | | 第四节 | 董事会专门委员会 40 | | 第六章 | 高级管理人员 42 | | 第七章 | 财务会计制度、利润分配和审计 44 | | 第一节 | 财务会计制度 44 | | 第二节 | 内部审计 50 | | 第三节 | 会计师事务所的聘任 50 | ...

证券代码：603296 证券简称：华勤技术 公告编号：2026-010 二、修订内容 《公司章程（草案）》具体修订内容如下： | 修订前 | | | | | | | 修订后 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 第三条 公司于 年 6 月 20 日经 | | 2023 | | | | | | | | | | 中国证券监督管理委员会（以下简称 | | | | | | | | | | | | "中国证监会"）注册，首次向社会 | | | 第三条 | 公司于 | 2023 | 年 | 6 | 月 | 20 | 日经中国证券监督 | | 公众发行人民币普通股（A 股） | | | | | | | 管理委员会（以下简称"中国证监会"）注册，首 | | | | | 万股，均为公司向境内投 7,242.5241 | | | | | 次向社会公众发行人民币普通股（A | | | | | 股）7,242.5241 | | 资人发行的人民币认购的内资股，并 | | | | | | | 万股，均为公司向境内投资人发 ...

证券代码：603296 证券简称：华勤技术 公告编号：2026-009 华勤技术股份有限公司 （二）审议通过《关于修订<华勤技术股份有限公司章程（草案）>之议案》 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 华勤技术股份有限公司（以下简称"华勤技术"或"公司"）于2026年2月5 日以现场和视频通讯相结合的方式召开第二届董事会第二十二次会议，本次会议 的通知于2026年2月2日以电子邮件方式发出。会议应出席董事9人，实际出席会 议董事9人，本次会议由董事长邱文生先生主持。本次会议的召集、召开及表决 程序符合有关法律、行政法规、部门规章、规范性文件及《华勤技术股份有限公 司章程》（以下简称《公司章程》）的规定，表决形成的决议合法、有效。 二、董事会会议审议情况 （一）审议通过《关于确定H股全球发售及在香港联合交易所有限公司上市 相关事宜之议案》 公司董事会同意关于公司H股全球发售并在香港联合交易所有限公司上市 事宜的相关安排，包括但不限于：（1）批准公司H股全球发售的相关安排；（2） 批准刊发、签署符 ...

Core Viewpoint - The company has approved the global offering of H-shares and plans to list on the Hong Kong Stock Exchange, along with necessary arrangements and authorizations for the process [1] Group 1 - The second meeting of the board of directors on February 5 approved the proposal for the global offering of H-shares and related arrangements for listing on the Hong Kong Stock Exchange [1] - The board authorized relevant personnel to handle specific matters related to the offering and listing [1] - The board also approved a proposal to amend the articles of association and authorized the handling of business registration changes [1]

Core Insights - The article highlights the accelerated pace of institutional research on A-share listed companies as they release their 2025 performance forecasts, indicating a proactive approach to investment strategies for the new year [1] Group 1: Institutional Research Trends - Over 700 A-share listed companies have received institutional research since the beginning of the year, with over 20 companies attracting more than 100 institutions each [1] - Key sectors attracting attention include electronics, machinery, and pharmaceuticals, with power equipment and non-ferrous metals also being closely monitored [1] Group 2: New Product Launches - Several companies have announced accelerated timelines for new product mass production, showcasing confidence in growth for the new year [2] - Nepean Mining revealed plans to globally promote its innovative composite liner product in 2026, supported by the gradual production ramp-up of overseas facilities [2] - Huqin Technology's robotics division is set to deliver mass-produced robots in 2026, following significant advancements in R&D and project execution [2] - Jiemai Technology is investing in a production line for critical products, with mass production expected by mid-2026 [2] Group 3: Brain-Computer Interface Developments - Companies like Xiangyu Medical and Aipeng Medical are focusing on brain-computer interface technologies, with Xiangyu Medical planning to launch nearly 100 products by the end of 2026 [3] - The integration of software with rehabilitation equipment is expected to enhance product offerings and market competitiveness [3] Group 4: Industry Expansion and Growth - The demand for AI and computing power is driving growth in sectors like optical communication and liquid cooling, prompting companies to accelerate production capacity [4] - Daikin Heavy Industries reported a tight production schedule for overseas projects, anticipating significant growth in offshore wind energy markets [4] - Zhongji Xuchuang noted a strong order backlog extending into Q4 2026, indicating sustained high demand in the industry [4] Group 5: Storage and Liquid Cooling Innovations - Dike Technology plans to increase its storage chip output target to between 30 million and 50 million units in 2026, aiming to enhance revenue and net profit [5] - Dingtong Technology is expanding its liquid cooling production capabilities to meet rising customer demand [5] - Haitai Ruisheng is building a second overseas delivery base in Southeast Asia, expected to support significant orders from major tech clients [5] Group 6: Mergers and Acquisitions - Companies are increasingly pursuing mergers and acquisitions to enter new markets and drive growth [6] - Yingtang Zhikong plans to acquire Guanglong Integration and Aojian Microelectronics to enter the optical communication sector [6] - Dinglong Co. is acquiring Haofei New Materials to tap into the lithium battery functional materials market, with expected sales growth in 2026 [6] Group 7: Strategic Investments - Tianlu Technology is reallocating funds to projects aimed at enhancing its product offerings in the display industry, with equipment for the TAC film project expected to be operational by mid-2026 [7]

Core Insights - The article highlights the accelerated pace of institutional research on A-share listed companies as they prepare for investment opportunities in 2026, with over 700 companies receiving institutional inquiries since the beginning of the year [2] Group 1: Institutional Research Trends - More than 700 A-share listed companies have been visited by institutional investors for research since the start of 2026, with over 20 companies attracting more than 100 institutions each [2] - Key sectors attracting attention include electronics, machinery, pharmaceuticals, power equipment, and non-ferrous metals [2] Group 2: New Product Launches - Several companies have announced timelines for mass production of new products, indicating a strong growth outlook for 2026 [3] - Nepean Mining revealed plans to globally promote its innovative composite lining board, with production ramping up in 2026 [3] - Huajin Technology's robotics division is set to deliver mass-produced robots in 2026, enhancing flexible manufacturing capabilities [3] - Jiemai Technology is investing in a production line for critical products, expected to achieve scale production by mid-2026 [3] Group 3: Brain-Computer Interface Developments - Companies like Xiangyu Medical are focusing on brain-computer interface technologies, with plans to launch nearly 100 products by the end of 2026 [4] - The integration of software with rehabilitation equipment is expected to enhance product offerings and reduce upgrade cycles [4] Group 4: High-Growth Sector Expansion - The demand for AI and computing power is driving growth in sectors like optical communication and liquid cooling, prompting companies to accelerate production capacity [5] - Daikin Heavy Industries reported a tight production schedule for overseas projects, anticipating significant growth in offshore wind energy markets [5] - Zhongji Xuchuang noted a strong order backlog extending into Q4 2026, indicating sustained demand in the optical module sector [5] Group 5: Storage and Liquid Cooling Innovations - Dike Technology plans to increase its storage chip output target to between 30 million and 50 million units in 2026, aiming for significant revenue growth [6] - Dingtong Technology is expanding its liquid cooling production capacity to meet rising customer demand [6] - Haitan Ruisheng is enhancing its overseas operations, planning to establish a second local delivery base in Southeast Asia by the end of 2026 [6] Group 6: Mergers and Acquisitions for Growth - Companies are increasingly pursuing acquisitions to enter new markets and drive business transformation [7] - Yingtang Zhikong plans to acquire Guanglong Integration and Ao Jian Microelectronics to enter the optical communication sector [7] - Dinglong Co. is acquiring Haofei New Materials to expand into the lithium battery materials market, with expected sales growth in 2026 [7] - Tianlu Technology is reallocating funds to projects aimed at enhancing its product offerings in the display industry [8]

国信证券近日发布电子行业周报：过去一周上证下跌0.44%，电子下跌2.51%，子行业中半导体下跌 0.90%，电子化学品下跌5.87%。同期恒生科技、费城半导体、台湾资讯科技下跌1.38%、上涨0.51%、 上涨0.55%。过去一周，由Clawdbot所引致的对于"AI智能体正加速场景落地"的预期成为市场热点，同 时，国内互联网大厂陆续启动"红包大战"争抢大模型流量入口。 以下为研究报告摘要： 核心观点 AI应用爆点频出，海外算力链重回主线。过去一周上证下跌0.44%，电子下跌2.51%，子行业中半导体 下跌0.90%，电子化学品下跌5.87%。同期恒生科技、费城半导体、台湾资讯科技下跌1.38%、上涨 0.51%、上涨0.55%。过去一周，由Clawdbot所引致的对于"AI智能体正加速场景落地"的预期成为市场热 点，同时，国内互联网大厂陆续启动"红包大战"争抢大模型流量入口。在此背景下，算力资源不单单成 为军备竞赛的着力点，更是在各类AI应用试水过程中逐步成为"卖方型市场"，成为AI应用的核心预算约 束，算力链有望在强业绩支撑下重回科技投资主线，继续推荐：澜起科技、胜宏科技（300476）、工业 富联（6 ...