胜宏科技（300476.SZ）日前冲刺港股，准备在港交所上市。 胜宏科技已在A股上市，截至今日收盘，胜宏科技股价为292.58元，市值为2553亿元。 一旦在港交所上市，胜宏科技将形成"A+H"格局。 胜宏科技还在2025年10月完成定增发行，募资总额为19亿元，扣除发行费用后，募资净额为18.76亿元。 参与此次认购的发行对象分别为兴证全球基金管理有限公司、中国国际金融股份有限公司、UBS AG、睿远基金管理有限公司、中信证券股份有限公司、 郭超、上海盘京投资管理中心（有限合伙）-盛信 2 期私募证券投资基金、韩军、王成枢、上海盘京投资管理中心（有限合伙）-盛信 1 期私募证券投资基 金主基金。 招股书显示，胜宏科技2022年、2023年、2024年营收分别为78.85亿、79.31亿、107.3亿元；毛利分别为14.3亿、16.4亿、24.39亿元；经营利润分别为9.9 亿、8.37亿、14.25亿元；期内利润分别为7.9亿、6.7亿、11.5亿；期内利润率分别为10%、8.5%、10.8%。 | | | | 截至12月31日止年度 | | | | | 截至9月30日止九個月 | | | | --- | ...

2月13日，胜宏科技发布公告称，公司全资孙公司MFSTechnology(S)PTELtd（以下简称"MFSS"）已完成对SunPowerMalaysiaManufacturing Sdn. Bhd.（以下简 称"SPMY"）100%股权的收购交割工作。此举标志着胜宏科技在全球化战略及海外产能布局上迈出关键一步。 最新进展显示，2026年2月13日，MFSS已按照与卖方SunPowerTechnologyLtd.签署的《股权出售及购买协议》支付完毕全部交易对价款。该笔资金来源于公 司自有资金及银行贷款等多种渠道。随着款项的支付及交割程序的完成，胜宏科技目前已通过MFSS间接持有SPMY100%股权，并将其正式纳入公司合并报 表范围。 胜宏科技表示，未来将对SPMY进行改建，并计划将其与MFSS现有的马来西亚子公司进行资源整合。整合完成后，SPMY将成为胜宏科技在马来西亚的FPC （柔性印刷电路板）/PCB（印刷电路板）生产基地。此举将进一步强化公司在全球电子制造服务领域的竞争力，优化海外生产基地布局，更好地满足国际 客户的需求，并为公司长远发展注入新的动力。 根据公司早前于2026年1月23日发布的自愿性信息 ...

Core Viewpoint - Aishuo Co., Ltd. has signed a patent licensing agreement with Maxeon on February 5, 2026, acquiring all BC battery and component patents outside the United States for the past and the next five years, with a total licensing fee of 1.65 billion yuan [1] Group 1 - The total patent licensing fee is 1.65 billion yuan, to be paid in installments over five years, with the first year's payment set at 250 million yuan [1] - The agreement has been approved by the board of directors and does not constitute a related party transaction or a major asset restructuring [1] - The agreement does not involve reverse licensing [1] Group 2 - There are risks associated with the execution of the agreement, revenue generation, exclusivity of the license, and renewal aspects [1]

Core Viewpoint - The company has signed a patent licensing agreement with Maxeon, acquiring rights to all BC battery and component patents outside the United States for past and future innovations over the next five years [1] Group 1 - The total patent licensing fee amounts to RMB 1.65 billion, to be paid in installments over the next five years [1] - The first-year licensing fee is set at RMB 250 million [1]

Group 1 - The company plans to acquire 100% equity of SunPower Malaysia Manufacturing Sdn. Bhd. for a total consideration of up to $51 million through its wholly-owned subsidiary MFS Technology (S) PTE Ltd [1] - This acquisition is part of the company's globalization strategy, aiming to integrate the target company with its existing Malaysian subsidiary to enhance production capacity and meet overseas delivery demands [2] - The transaction is expected to drive existing order demand and future business expansion, creating a high-end manufacturing and customer service network covering Southeast Asia and the European and American markets [2] Group 2 - The acquisition will significantly enhance the company's FPC/PCB production capacity in Southeast Asia, addressing the needs of both traditional and emerging markets [2]

Core Viewpoint - The company plans to acquire 100% equity of SunPower Malaysia Manufacturing Sdn. Bhd. through its wholly-owned subsidiary MFS Technology (S) PTE Ltd for a total consideration of up to $51 million [1] Group 1 - The acquisition target, SunPower Malaysia Manufacturing Sdn. Bhd., is indirectly wholly owned by Maxeon Solar Technologies, Ltd., a subsidiary of TCL Zhonghuan Renewable Energy Technology Co., Ltd. [1] - Upon completion of the transaction, the acquired company will be included in the company's consolidated financial statements [1]

Earnings Calendar Overview - Retail investors are preparing for earnings reports this week, with notable companies scheduled to release their results [1] - The earnings calendar includes major names such as Toll Brothers, GameStop, Oracle, and Broadcom [1][4][5][9] Company-Specific Insights - **Toll Brothers, Inc. (NYSE:TOL)**: Expected to report Q4 earnings of approximately $4.89 per share on $3.3 billion in revenue, with a focus on luxury demand offsetting housing affordability challenges [2][3] - **GameStop Corp. (NYSE:GME)**: Anticipated to report third-quarter earnings of 20 cents per share and revenue of $987.28 million [4] - **Oracle Corp. (NYSE:ORCL)**: Analysts project earnings of $1.64 per share and revenue of $16.22 billion, with attention on capital expenditures for AI and cloud revenue growth [5][8] - **Broadcom Inc. (NASDAQ:AVGO)**: Expected to report earnings of $1.86 per share on revenue of $17.49 billion [9] Additional Companies Reporting - Other companies reporting include Chewy, Inc. (NYSE:CHWY), Uranium Energy Corp. (AMEX:UEC), Hello Group Inc. (NASDAQ:MOMO), Ciena Corp. (NYSE:CIEN), The Lovesac Co. (NASDAQ:LOVE), and Rent the Runway, Inc. (NASDAQ:RENT) [4][8][10]

Group 1 - The meme stock index declined by 2.73%, closing at 14.36 points [1] - Notable declines in individual stocks include Sunnova Energy down 25%, Healthcare Triangle down 15.47%, and Opendoor Technologies down 7.87% [1] - Other significant declines include Krispy Kreme down 7.01%, Beyond Meat down 6.87%, GoPro down 6.62%, Lucid Group down 4.45%, and AMC Theatres down 4.31% [1] Group 2 - Kohl's Corporation saw an increase of 0.91% [1] - Maxeon Solar Technologies rose by 2.98% [1] - SVV increased by 3.57%, and B Riley Financial surged by 9.69% [1]

Core Insights - Maxeon Solar Technologies is focusing on transforming its business to better compete in the challenging solar market, prioritizing the delivery of high-quality solar panels and renewable energy solutions [2] - The company has strategically restructured its business to concentrate exclusively on the U.S. market, enhancing its growth potential through planned onshore manufacturing [3][4] Business Restructuring - Maxeon has sold non-U.S. assets, resulting in approximately $94 million in proceeds, which strengthens its focus on the U.S. residential, commercial, and utility power plant markets [4] - The company is establishing alternative manufacturing and supply chains that are not affected by recent tariffs and trade barriers [8] Regulatory Challenges - U.S. Customs & Border Protection (CBP) denied Maxeon's protests regarding detained shipments of its solar panels, citing insufficient documentation despite the company's compliance with the Uyghur Forced Labor Prevention Act [5][6] - Maxeon is considering contesting CBP's decision in the U.S. Court of International Trade to affirm its compliance with UFLPA [5] Manufacturing Initiatives - Maxeon is committed to developing its U.S.-based manufacturing facilities, including an Albuquerque facility that will utilize next-generation technology [10] - The company is actively identifying additional domestic component vendors to support its diversified manufacturing operations [10] Commitment to Compliance and ESG - Maxeon emphasizes its commitment to compliance with UFLPA and maintains high standards of transparency and ethical practices in its supply chain [9]