光大期货金融期货日报 光大期货金融期货日报（2026 年 2 月 12 日） 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | | 昨日市场全天窄幅震荡，三大指数涨跌互现。个股跌多涨少，沪深京三市近 | | | | 3000 股飘绿，今日成交 2.12 万亿。截止收盘沪指涨 0.13%，深成指涨 0.02%， | | | | 创业板指跌 0.37%。近期各部位密集出台经济调控政策，对指数形成基本面 | | | | 支撑。近日，发改委召开国新办发布会，表示：（1）研究设立国家级并购基 | | | | 金 加强政府投资、基金布局规划；（2）综合整治"内卷式"竞争，将进一步 | | | | 规范地方经济促进行为；（3）正在谋划推进一批"十五五"时期高技术产业 | | | | 标志性引领性重大工程等内容。上周，央行将下调各类结构性货币政策工具 | | | 股指 | 利率 25BP。结构性货币政策工具以定向支持社会特定融资需求为主，科技 | 震荡 | | | 创新、普惠养老、碳减排等近期股市热点题材均涵盖其中。本次降息体现了 | | | | 央行在保持总量稳定的基础上，对于特定 ...

Group 1 - The company will hold its first extraordinary general meeting of 2026 on February 27, 2026, at 14:00 in Beijing [1][3] - Voting will be conducted through a combination of on-site and online methods, with specific time slots for online voting [1][5] - Shareholders must register to attend the meeting, with registration available from February 25, 2026 [11][12] Group 2 - The company plans to change its registered address to better align with its operational needs and strategic goals [20][21] - The business scope will be adjusted to include new services related to water management and environmental protection, which will not adversely affect current operations [23][24] - The company will revise its articles of association to reflect these changes, ensuring compliance with relevant laws [24] Group 3 - The company completed a share buyback, acquiring 1,669,400 shares, which is 0.79% of its total share capital, at an average price of 12.01 RMB per share [29][30] - The buyback was executed in accordance with previously approved plans, and the funds used were from the company's own resources [29][30] - The repurchased shares will be held for employee stock ownership plans or equity incentives, and any unutilized shares within three years will be canceled [30][32]

国务院办公厅印发《关于完善全国统一电力市场体系的实施意见》。其中提出，研究 农林生物质发电 项目参与全国温室气体自愿减排交易市场。加快建立 绿色电力消费认证机制，全面引入区块链等技 术，对绿色电力生产、消费等环节开展全链条认证。持续强化绿色电力消费溯源，研究将绿证纳入碳排 放核算的可行路径。完善绿色电力标准体系，在绿证应用、核算等方面加强国际沟通对话，推动我国绿 色电力消费标准转化为国际标准。 ...

Core Viewpoint - Recently, Henan Zhongwei Technology Co., Ltd. was established with a registered capital of 10 million RMB, fully owned by Jiangsu Zhongwei Environmental Protection Machinery Co., Ltd. [1] Company Summary - The legal representative of Henan Zhongwei Technology Co., Ltd. is Wei Zhuchun [1] - The company is classified as a limited liability company with natural person investment or control [1] - The registered capital is 10 million RMB [1] - The business scope includes research and development in new materials technology, marine engineering equipment, carbon reduction, carbon conversion, carbon capture, and carbon storage technology [1] - Other areas of operation include general equipment manufacturing, hydraulic power machinery manufacturing, furnace manufacturing, nuclear power equipment engineering research and development, dust removal technology equipment manufacturing, and industrial robot installation and maintenance [1] Industry Summary - The company operates within the scientific research and technical service industry, specifically in technology promotion and application services [1] - The registered address is located in Zhengzhou City, Henan Province, China [1] - The business license allows for self-conducted operations without the need for special approvals, except for projects that require approval [1]

证券日报网讯2月9日，昊华科技（600378）在互动平台回答投资者提问时表示，股价能够更好反映公司 价值是公司努力的方向。公司持续聚焦高端氟材料、电子化学品、高端制造化工材料和碳减排业 务"3+1"核心主业，苦练内功，做优基本面，其中氟化工业务产业链齐全，除包含制冷剂的氟碳化学品 外，还包含氟聚合物、含氟精细化学品和含氟锂电材料。在公司治理、日常经营及重大事项决策中，公 司充分考虑投资者利益和回报，提升公司经营效率和盈利能力，努力打造国内领先、国际一流的创新型 先进化工材料解决方案提供商。在此基础上，公司将持续做好投资者关系管理，增强信息披露质量和透 明度，同时根据市场环境及公司实际，积极探索有效的市值管理举措，推动公司投资价值合理反映公司 质量。 ...

北汽集团副总经理、北汽新能源董事长张国富表示，北汽新能源持续推进"BLUE卫蓝计划"，从技术研 发、生产制造、供应链与用户生态的全价值链中，推进系统性低碳转型，不仅提供清洁的新能源车，更 与用户共同拥抱绿色生活方式。 根据北汽新能源公布的数据，2025年，极狐车主累计减排量已超45万吨，相当于种下2500多万棵梭梭 树。 新京报贝壳财经讯(记者张冰)2月8日，新京报贝壳财经记者从北汽新能源获悉，北京绿色交易所已向10 位北汽极狐用户代表颁发首批个人"碳护照"。 据介绍，碳护照依托北京绿色交易所提供的权威核算模型，基于实际用车能耗，实现个性化碳减排记 录。此外，碳护照自带"社交基因"，可以领养"碳减排联动电子宠物"，还能解锁丰富的生态权益。 ...

Core Viewpoint - Fengbei Bio (603334) has experienced significant stock price fluctuations, with a recent increase of 25.93% to 59.3 yuan as of February 6, 2026, indicating strong market interest and trading activity [1][8]. Trading Information Summary - Fengbei Bio was listed on the "Dragon and Tiger List" for two consecutive days due to a daily turnover rate reaching 20% on February 5 and 6, 2026, marking its second appearance in the last five trading days [2][5]. - The stock also saw a cumulative price deviation exceeding 20% over two consecutive trading days, indicating abnormal trading activity [8]. Company Development and Products - Established in 2014, Fengbei Bio focuses on the comprehensive utilization of waste oil resources and has entered a rapid growth phase since 2018, emphasizing bio-based materials and biofuels [3]. - The main business includes waste oil resource utilization, with products such as bio-based materials (e.g., pesticide and fertilizer additives) and biofuels (e.g., biodiesel) [3][4]. - In the first half of 2025, the company produced 47,706.75 tons of biodiesel and 142,814.10 tons of industrial-grade mixed oil [4][5]. Market and Regulatory Environment - The company holds ISCC certification, allowing it to enter the EU market, which has stringent requirements for biofuel products [6]. - The revised Renewable Energy Directive (RED) aims to increase the EU's renewable energy target to at least 42.5% by 2030, impacting the biofuel market [6]. Client Relationships - Fengbei Bio collaborates with major global commodity traders and end customers, including TRFIGUR, GLENCORE, and SHELL, for its biodiesel sales [6]. - The company has established partnerships with key SF manufacturers for the sale of industrial-grade mixed oil [6]. Raw Material Sourcing - Waste oil is sourced from food processing, chemical companies, and kitchen waste treatment enterprises, with a nationwide supply network and efforts to expand overseas [7].

据悉，浙江春晖环保长期专注于垃圾、污泥、生物质等固体废物资源化利用，并以热电联产方式生产和 供应清洁能源。该企业于2015年、2016年先后注册了生物质发电CCER项目和污泥焚烧发电一期CCER 项目，积累了丰富的碳资产开发与管理经验。 责任编辑:王奕博 1月27日，国网浙江综合能源公司与浙江春晖环保能源股份有限公司签署合作协议，开发并代理销售企 业生物质热电联产扩建项目的碳减排量。该项目是自2024年全国温室气体自愿减排交易市场重启以来， 浙江省首个生物质发电温室气体自愿减排项目。 双方合作过程中，国网浙江综合能源公司将充分运用《温室气体自愿减排项目方法学 纯农林生物质并 网发电、热电联产》（征求意见稿），为浙江春晖环保扩建项目量身定制开发方案，把项目产生的碳减 排量转化为可交易的CCER碳资产，并指导企业提前完成计量仪表校准、数据记录体系完善等关键准备 工作，确保项目在方法学正式发布后高效推进、合规申报。 ...

Core Viewpoint - Xiamen Hash Ecological Technology Co., Ltd. has been established with a registered capital of 2 million RMB, focusing on ecological resource monitoring and carbon reduction technologies [1] Company Summary - The legal representative of Xiamen Hash Ecological Technology Co., Ltd. is Lu Bingcheng [1] - The company is jointly owned by Xiamen Hash Technology Co., Ltd. (60% stake) and Xiamen Hanno Investment Co., Ltd. (40% stake) [1] - The company operates in various sectors including ecological restoration, internet data services, and carbon capture technologies [1] Industry Summary - The business scope includes ecological resource monitoring, ecological protection services, and carbon capture and storage technology research and development [1] - Additional services offered include software development, information technology consulting, and agricultural product sales [1] - The company is classified under the scientific research and technical service industry, specifically in technology promotion and application services [1]

Core Insights - A new company, Min County Zenghui Energy Co., Ltd., has been established with a registered capital of 10 million RMB, fully owned by Gansu Lingxin Energy Technology Co., Ltd. [1] Company Overview - The legal representative of Min County Zenghui Energy Co., Ltd. is Zeng Yuqin [1] - The company is located at the Multi-Modal Transport Logistics Center (Phase I) Comprehensive Office Building 102, Shili Town, Min County, Dingxi City, Gansu Province [2] - The company is classified under the scientific research and technical service industry, specifically in professional technical services and other specialized technical services [2] Shareholding Structure - Gansu Lingxin Energy Technology Co., Ltd. holds 100% of the shares in Min County Zenghui Energy Co., Ltd. [2] Business Scope - The business scope includes power generation, transmission, and distribution services, as well as construction engineering services [2] - The company also engages in wind and solar power technology services, carbon reduction and capture technology research, and various technical consulting services [2]