2026 年 02 月 26 日 天工股份、广信科技等预计调入北 证 50 成分股 —— 2026 年 3 月北证 50 指数成分调整名单预测 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 证 券 研 究 报 告 证券分析师 刘靖 A0230512070005 liujing@swsresearch.com 研究支持 吕靖华 A0230124070002 lvjh@swsresearch.com 联系人 吕靖华 A0230124070002 lvjh@swsresearch.com 请务必仔细阅读正文之后的各项信息披露与声明 策 略 研 究 A 股 | | | 过去六个月日均成交 | 过去六个月日均 | | --- | --- | --- | --- | | 代码 | 简称 | | 总市值/亿元 | | | | 额/万元 | | | | | 预测调入成分股 | | | 920068.BJ | 天工股份 | 10083 | 127.1 | | 920037.BJ | 广信科技 | 17102 | 83.6 | | 920879.BJ ...

一、2025 年年度主要财务数据和指标 单位：元 | 项目 | 本报告期 | 上年同期 | 变动比例% | | --- | --- | --- | --- | | 营业收入 | 453,008,114.73 | 407,606,791.47 | 11.14% | | 利润总额 | 68,547,018.24 | 67,950,785.52 | 0.88% | | 归属于上市公司股东的净利润 | 60,335,342.11 | 59,551,444.06 | 1.32% | | 归属于上市公司股东的扣除非 经常性损益的净利润 | 58,507,133.86 | 60,594,894.46 | -3.45% | | 基本每股收益 | 0.87 | 0.99 | -12.12% | | 加权平均净资产收益率%（扣非 前） | 11.43% | 15.57% | - | | 加权平均净资产收益率%（扣非 后） | 11.08% | 15.84% | - | | 项目 | 本报告期末 | 本报告期初 | 变动比例% | | 总资产 | 830,869,170.86 | 580,098,355.21 | 43.23% | ...

证券日报网讯 2月24日，鼎佳精密发布公告称，平安证券作为公司向不特定合格投资者公开发行股票并 在北京证券交易所上市的保荐机构，原委派龙佳喜先生、汪颖女士担任公司持续督导工作的保荐代表 人。持续督导期至2028年12月31日，持续督导期尚未届满。现因汪颖女士工作变动，无法继续担任公司 持续督导保荐代表人，为保证持续督导工作的有序进行，平安证券决定委派保荐代表人吴成铭先生接替 汪颖女士，继续履行公司的持续督导职责。此次变更后，平安证券负责公司持续督导工作的保荐代表人 为龙佳喜先生和吴成铭先生，持续督导期至2028年12月31 日。本次保荐代表人的更换不影响平安证券 对公司的持续督导工作。 （文章来源：证券日报） ...

证券代码：920005 证券简称：鼎佳精密 公告编号：2026-003 苏州鼎佳精密科技股份有限公司 关于更换持续督导保荐代表人的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 苏州鼎佳精密科技股份有限公司（以下简称"公司"）于近日收到平安证券 股份有限公司（以下简称"平安证券"）出具的《关于更换持续督导保荐代表人 的函》。 平安证券作为公司向不特定合格投资者公开发行股票并在北京证券交易所 上市的保荐机构，原委派龙佳喜先生、汪颖女士担任公司持续督导工作的保荐代 表人。持续督导期至2028年12月31 日，持续督导期尚未届满。 本次保荐代表人的更换不影响平安证券对公司的持续督导工作。公司董事会 对汪颖女士担任公司保荐代表人期间所做的工作表示衷心感谢！ 苏州鼎佳精密科技股份有限公司 董事会 2026年2月24日 附件:吴成铭先生简历 吴成铭先生，硕士学历，保荐代表人，注册会计师，现任平安证券投资银 行事业部高级经理，具有多年投资银行从业经验。曾负责及参与了豪悦护理、 鼎佳精密、亘古电缆等 IPO项目； ...

Group 1 - The State Council emphasizes the importance of promoting effective investment to stabilize economic growth and enhance development momentum, proposing innovative policy measures and financial tools [2] - The meeting discusses the need to plan and promote major projects in key areas such as infrastructure, urban renewal, public services, and emerging industries [2] - The meeting highlights the role of central state-owned enterprises in expanding investment and the need to support private investment development [2] Group 2 - Eight departments, including the People's Bank of China, release a notice to upgrade virtual currency regulatory policies, maintaining a prohibitive stance on virtual currency activities [3][4] - The notice specifies strict regulations for tokenization of real-world assets (RWA) and requires domestic enterprises to file with the China Securities Regulatory Commission before engaging in related activities [3] - The regulatory framework aims to prevent illegal activities associated with virtual currencies, such as money laundering and fraud [4] Group 3 - The State Administration of Foreign Exchange reports that China's official gold reserves increased to 74.19 million ounces by the end of January 2026, marking a continuous increase for 15 months [5] - China's foreign exchange reserves reached $339.91 billion, up by $41.2 billion, the highest level in a decade [5] Group 4 - The Ministry of Industry and Information Technology announces the construction of national computing power interconnection nodes, aiming to build a comprehensive system for computing power connectivity [6] - The announcement leads to a surge in related stocks, particularly in the computing power industry, indicating a growing demand for AI interaction capabilities [6] Group 5 - A successful launch of a reusable experimental spacecraft by China marks a significant advancement in commercial space endeavors, potentially leading to a normalization of high-frequency launches [7] - The development of a three-dimensional conical carbon-based flexible brain cortex electrode array by a research team signifies a breakthrough in brain-machine interface technology [8] Group 6 - The National Health Commission seeks public opinion on the first national standard for prepared dishes, which prohibits the use of preservatives and sets a maximum shelf life of one year [9] - The introduction of national standards is expected to enhance industry order and benefit leading companies through compliance and market share growth [9] Group 7 - The Dow Jones Industrial Average reaches a historic milestone, closing above 50,000 points for the first time, with significant gains in technology and chip stocks [10] - The commodity market sees an increase in gold and silver prices, with gold rising by 3.88% to $4,966.22 per ounce and silver by 9.68% to $77.85 per ounce [11] Group 8 - The China Securities Regulatory Commission approves IPO registrations for two companies, indicating ongoing market activity [12] - A total of 36 companies are set to have their restricted shares unlocked this week, with a total market value of approximately 36.5 billion yuan [15]

证券代码：920005 证券简称：鼎佳精密 公告编号：2026-002 苏州鼎佳精密科技股份有限公司股票解除限售公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、 本次股票解除限售数量总额为 2,500,000 股，占公司总股本 3.01%，可交易 时间为 2026 年 2 月 9 日。 C 自愿限售解除限售 D 限制性股票解除限售 二、本次股票解除限售的明细情况及原因 单位：股 | | | 是否为控股 | | 本次解 | 本次解除 | 本次解除 | 尚未解 | | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | | 股东、实际 | 任职 | | | 限售股数 | 除限售 | | 号 | 股东姓名或名称 | 控制人或其 | 情况 | 限售原 | 限售登记 | 占公司总 | 的股票 | | | | | | 因 | 股票数量 | | | | | | 一致行动人 | | | | 股本比例 | 数量 | | | 上海贝寅私募基金 | | | | ...

□ 日前，江苏省首单"专利产业化+认股权"模式成功落地，南京生物医药分中心持有的凝霁生物认股权 在江苏股权交易中心认股权综合服务平台完成登记托管 发挥制度优势疏通企业上市通道 2025年10月17日，睿龙材料科技无锡股份有限公司（下称"睿龙科技"）挂牌新三板。2026年1月8日，睿 龙科技北交所IPO辅导机构国泰海通发布第八期辅导进展报告。 睿龙科技是射频微波材料和封装材料生产商，在2024年10月被江苏股权交易中心纳入"专精特新"专板培 育。短短一年有余，睿龙科技在多层次资本市场中逐级而上，凸显了上市企业培育的"江苏速度"。 作为江苏股权交易中心服务的全国首家"绿色通道+直联审核"机制适用企业，睿龙科技的新三板挂牌申 请，在申报当天便获得受理，相隔1个工作日即发出首轮问询，34个交易日在新三板创新层迅速过会。 江苏股权交易中心企业服务中心相关负责人表示，在睿龙科技的培育过程中，江苏股权交易中心充分发 挥相关制度优势，联合辅导机构与企业深入沟通协调，并制定专项服务措施，帮助企业制定了高效清晰 的上市路径。 □ 南京生物医药分中心以早期项目转化启动资金，在凝霁生物小分子创新药物从概念验证到申报上市的 关键阶段， ...

Core Viewpoint - The company emphasizes its commitment to supporting national strategies and enhancing its service capabilities to align with the development of new productive forces in the financial sector [1][2]. Group 1: Strategic Initiatives - The company has led several industry-first initiatives, including the first technology innovation green corporate bond in Tianjin and the first nationwide science and technology convertible bond [1][4]. - The company aims to transform from a traditional intermediary to a value co-creator, focusing on optimizing its business structure and financial product offerings to support the development of new productive forces [2][3]. Group 2: Financial Services and Product Offerings - The company is enhancing its comprehensive service capabilities by developing a multi-product and multi-market financing toolbox, including equity, debt, and asset securitization [3][4]. - In 2025, the company achieved significant milestones, including underwriting 97 technology innovation corporate bonds and asset-backed securities (ABS) totaling 243 billion, and 27 green corporate bonds and ABS amounting to 106 billion [4]. Group 3: Wealth Management and Investor Services - The company is focusing on transforming its traditional brokerage business into a modern wealth management service centered on customer needs, enhancing the client experience through a digitalized operating system [5][6]. - A three-dimensional inclusive finance system has been established, encompassing product offerings, services, and investor education to lower barriers to wealth management services [7]. Group 4: Future Development and Strategic Goals - The company plans to strengthen its role as a financial intermediary to optimize economic structures and enhance value creation through direct financing tools [8][9]. - Risk management is identified as a core operational aspect, with a commitment to building a proactive risk control ecosystem to foster business innovation while managing potential risks [10].

Core Viewpoint - Ping An Securities is committed to supporting national strategies and enhancing new productive forces through innovative financial services, as highlighted by its pioneering roles in various financial instruments and products [1][2]. Group 1: Commitment to National Strategy - The company emphasizes its mission to serve national strategies and enhance new productive forces, aligning its services with the development of the real economy [1][2]. - Ping An Securities has established a management framework to implement the "Five Major Financial Articles," focusing on technology and green finance [2][3]. Group 2: Financial Services and Product Innovation - The company is transforming from a traditional intermediary to a value co-creator, optimizing its business structure and financial product offerings [2][3]. - Ping An Securities has developed a comprehensive service capability system that includes a multi-layered financing toolbox combining equity, debt, and asset securitization [3][4]. Group 3: Achievements in Financial Instruments - In 2025, Ping An Securities led the issuance of the first data asset ABS in China and the first technology innovation green corporate bond in Tianjin, providing low-cost funding for green transformation [4][5]. - The company has achieved a total equity underwriting scale of 3 billion yuan and has underwritten 97 technology innovation corporate bonds and ABS, amounting to 24.3 billion yuan [5]. Group 4: Wealth Management and Investor Services - Ping An Securities is focused on transforming its wealth management services to meet the growing demand for standardized financial assets and professional management [6][7]. - The company has implemented a three-dimensional inclusive finance system that includes product, service, and education components to enhance investor welfare [8]. Group 5: Strategic Goals and Future Directions - The company aims to strengthen its core competitiveness by enhancing its professional service capabilities and transitioning to a comprehensive financial solution provider [9][10]. - Ping An Securities is committed to risk management and compliance, ensuring a stable development foundation while fostering business innovation [10][11].

Core Viewpoint - Ping An Securities is committed to serving national strategies and supporting the development of new productive forces, emphasizing the importance of financial services in the current era [1][2]. Group 1: Service to National Strategy - Ping An Securities has led several industry "firsts," including the first technology innovation green corporate bond in Tianjin and the first science and technology convertible bond in the country, showcasing its role in supporting national strategies [1]. - The company aims to enhance its comprehensive service capabilities to align with the development of new productive forces, translating policy requirements into effective support for the real economy [1][2]. Group 2: Financial Product Optimization - Ping An Securities is transitioning from a traditional intermediary to a value co-creator, focusing on optimizing its business structure and financial product offerings to better serve the needs of new productive forces [2]. - The company has established a management framework to implement the "Five Major Financial Articles," integrating key areas such as technology finance and green finance into its operational strategy [2][3]. Group 3: Business Strategies and Innovations - In equity business, Ping An Securities employs a strategy of "one deepening, two breakthroughs," focusing on expanding partnerships through private equity channels and seeking breakthroughs in strategic emerging industries [3]. - The company has introduced innovative financing tools such as technology innovation bonds and carbon reduction-linked bonds, facilitating the conversion of technological achievements into capital [3][4]. Group 4: Wealth Management and Investor Services - Ping An Securities is enhancing its wealth management services by transitioning from traditional brokerage to a client-centered modern wealth management approach, focusing on customer experience and personalized asset allocation [5][6]. - The company has developed a three-dimensional inclusive financial system that includes product offerings, services, and investor education, aiming to lower barriers to wealth management services [6]. Group 5: Future Development and Strategic Goals - Ping An Securities plans to strengthen its core competitiveness by enhancing its professional service capabilities and transitioning to a comprehensive financial solution provider [7][8]. - The company is committed to risk management as a core operational aspect, aiming to create a new risk control ecosystem that balances risk prevention with business innovation [7].