2026.02. 01 本文字数：1599，阅读时长大约3分钟 2月1日晚，嘉美包装（002969）、锋龙股份（002931）发布公告称，停牌核查结束，明日复牌。 图片来源：东方财富 图片来源：公 司公告 对于公司易主事项，嘉美包装核查后表示，苏州逐越鸿智科技发展合伙企业（有限合伙）（简称"逐 越鸿智"）承诺在取得上市公司控制权后的36个月内，不会对上市公司进行资产注入。 本次控制权变更事项尚无实质性进展，存在收购方并购贷款无法审批通过的风险。收购方逐越鸿智参 与本次收购的资金来源为自有资金及自筹资金，截至目前，自筹资金尚在申请中，是否可以申请成功 尚存在不确定性。 就停牌核查结果来看，嘉美包装明确表示，公司不涉及机器人、扫地机器人相关业务；锋龙股份亦表 示，公司不涉及人形机器人业务，且优必选承诺36个月内不注入资产。 回溯来看，嘉美包装股票自2025年12月17日至2026年1月23日期间价格涨幅为408.11%；锋龙股 份股票自2025年12月25日至2026年1月23日已连续17个交易日涨停，价格涨幅为405.74%，均 多次触及股票交易异常波动情形。经公司向深交所申请，嘉美包装、锋龙股份股票均自1月2 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 暴涨超456%！大牛股，明起复牌 锋龙股份2月1日晚间披露关于股票交易停牌核查结果暨复牌的公告。公告显示，停牌期间，公司就股票 交易波动情况进行了核查。目前，相关核查已完成，公司股票自2月2日（星期一）开市起复牌。 锋龙股份1月25日晚间发布公告称，公司股票多次触及异常波动，公司于1月26日起停牌核查。东方财富 数据显示，2025年12月17日至2026年1月23日，锋龙股份实现"18连板"，股价累计涨幅达456.34%。 针对近期公司股票交易异常波动的情况，公司对有关事项进行核实。对于控制权变更事项及进展，公告 显示，2025年12月24日，公司控股股东浙江诚锋投资有限公司、实际控制人董剑刚及其一致行动人宁波 锋驰投资有限公司、厉彩霞与优必选签署了《关于浙江锋龙电气股份有限公司之股份转让协议》，根据 该协议，相关交易完成后，公司控制权将发生变更。2026年1月19日，公司披露了《关于筹划控制权变 更的进展公告》，优必选、董剑刚、厉彩霞、诚锋投资、锋驰投资就本次交易作出了进一步承诺。近 日，公司收到优必选就本次交易作出的进一步承诺：此次 ...

一是锋驰投资根据其前期已披露的减持计划，在2025年10月31日至2025年11月13日期间合计减持公司 165.77万股，其减持行为发生在其获悉此次控制权拟变更事项之前，不属于内幕交易。 二是国信证券股份有限公司作为此次交易的独立财务顾问机构，存在买卖公司股票的行为，均通过国信 证券股份有限公司的自营业务股票账户交易，该等交易行为系基于证券交易所及上市公司发布的公开数 据进行的正常业务活动，国信证券已经制定并执行信息隔离管理制度，在存在利益冲突的业务之间设置 了隔离墙，防止内幕信息不当流通，符合相关规定。国信证券上述账户买卖公司股份行为与此次控制权 拟变更事项无关联性。 锋龙股份2月1日晚间披露关于股票交易停牌核查结果暨复牌的公告。公告显示，停牌期间，公司就股票 交易波动情况进行了核查。目前，相关核查已完成，公司股票自2月2日（星期一）开市起复牌。 锋龙股份1月25日晚间发布公告称，公司股票多次触及异常波动，公司于1月26日起停牌核查。东方财富 数据显示，2025年12月17日至2026年1月23日，锋龙股份实现"18连板"，股价累计涨幅达456.34%。 针对近期公司股票交易异常波动的情况，公司对有关事项 ...

Group 1 - The core point of the news is that both Fenglong Co., Ltd. and Jiamei Packaging will resume trading on February 2, 2026, after a suspension for stock price verification due to significant price increases [1][3][12] - Fenglong Co., Ltd. experienced a stock price increase of 405.74% from December 25, 2025, to January 23, 2026, while Jiamei Packaging saw a rise of 408.11% in the same period [3][12] - Both companies have warned that their stock prices have significantly deviated from their fundamental values, indicating potential risks of rapid price declines due to market sentiment and irrational speculation [3][12] Group 2 - Fenglong Co., Ltd. clarified that it does not engage in humanoid robot business and emphasized that its main operations remain in the research, production, and sales of garden machinery parts, automotive parts, and hydraulic components [6][7] - The company reported a total market value of 21.748 billion CNY with a stock price of 99.53 CNY per share prior to the suspension [9] - Jiamei Packaging stated that its expected net profit for the fiscal year 2025 is projected to decline by 53.38% to 43.02%, with an estimated range of 85.4371 million to 104.4231 million CNY [12][13] - Jiamei Packaging's stock price was 23.17 CNY per share with a total market value of 24.943 billion CNY before the trading suspension [12][13]

2026年1月7日晚，*ST阳光（000608.SZ）发布公告称，因控股股东京基集团有限公司（下称"京基 集团"）正在筹划公司控制权变更事宜，公司股票自1月8日开市起停牌，预计停牌时间不超过2个交易 日。 财务数据揭示了公司面临的巨大压力。 2025年前三季度，*ST阳光实现营业收入约2.52亿元，同比增长5.11%；但归母净亏损约7205.8万 元，同比大幅下降258.43%，扣非净利润亏损7611.82万元。 停牌前，*ST阳光的市场表现异常抢眼。在2026年1月5日、1月6日、1月7日这三个交易日内，公司 股价连续斩获三个涨停板，日收盘价格涨幅偏离值累计达到12.43%。截至1月7日收盘，股价报收3.05 元/股，总市值22.87亿元。 退市风险警示 据悉，*ST阳光主要从事商业运营管理业务、物业租赁业务以及房屋销售业务。 自2021年9月起，公司正式受托管理京基集团旗下商业项目，借此拓宽了业务版图。截至2025年6月 底，其管理的商业项目主要布局于北京、上海、深圳、成都和沈阳等一二线城市。 不过更值得关注的是公司严峻的基本面。 因2024年度经审计的利润总额、净利润、扣除非经常性损益后的净利润均为负值 ...

Core Viewpoint - The stock of Jia Mei Food Packaging (Chuzhou) Co., Ltd. has experienced a significant price increase of 408.11% from December 17, 2025, to January 23, 2026, leading to a suspension of trading for further investigation due to a divergence from the company's fundamentals [2][5][18]. Stock Trading Anomalies - The company's stock price has surged significantly, prompting multiple instances of abnormal trading activity, which has raised concerns about the sustainability of this price increase relative to the company's actual performance [2][5]. - The stock will be suspended from trading starting January 26, 2026, for a period not exceeding five trading days to conduct a thorough review of the trading fluctuations [2][18]. Financial Performance Expectations - The company anticipates a substantial decline in its 2025 financial performance, projecting a net profit attributable to shareholders between 85.44 million and 104.42 million yuan, representing a decrease of 53.38% to 43.02% compared to the previous year [3][9]. - The current stock price is significantly misaligned with the company's expected earnings and industry averages, indicating potential overvaluation and risks of a rapid price correction [3][9]. Control Change and Business Independence - The control of the company is set to change hands to Suzhou Zhuyue Hongzhi Technology Development Partnership, which has committed not to inject assets into the company for 36 months post-acquisition [3][6]. - The company maintains that its core operations in food and beverage packaging remain stable, with no significant changes in business operations or market conditions expected in the next 12 months [3][8][12]. Regulatory and Approval Processes - The acquisition process is subject to various regulatory approvals, including antitrust reviews and compliance checks by the Shenzhen Stock Exchange, with uncertainties surrounding the completion timeline [4][11][17]. - The company has confirmed that there are no undisclosed significant events that could impact its stock price, and all prior disclosures remain accurate [12][16].

每经记者｜彭斐 每经编辑｜陈旭 在资本市场中，当股价的上涨速度远远甩开基本面支撑时，往往预示着巨大的风险正在积聚。近期，嘉美包装（SZ002969，股价23.17元，市值 242.99亿元）就上演了一场令人咋舌的"极速狂飙"行情。 自2025年12月17日至2026年1月23日，短短一个多月的时间里，嘉美包装股价累计涨幅高达408.11%，期间多次触及股票交易异常波动情形。 然而，与K线上昂扬的"红线"形成鲜明对比的是公司黯淡的业绩预期与充满变数的控制权变更——嘉美包装披露了2025年度业绩预计同比下降约五 成的"利空"，拟入主的新控股股东公开表态"36个月内不进行资产注入"。 2025年度公司业绩预计情况（单位：万元） | 项目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | 8,543.71 | 2 | 10.442.31 | 18,327.33 | | 东的净利润 | 比上年同期 | 53.38% | ~ | 43.02% | | | | 下降 | | | | | | 扣除非经常性损益 | | 7.68 ...

Core Viewpoint - Jia Mei Packaging plans to suspend trading for verification starting January 26, 2026, after its stock price surged over 4 times, indicating a significant deviation from its fundamentals [1][2]. Group 1: Stock Performance and Market Reaction - From December 17, 2025, to January 23, 2026, Jia Mei Packaging's stock price increased by 408.11%, while its industry sector rose by 18.11% and the overall market increased by 11.81% [3]. - As of January 23, 2026, the stock price closed at 23.17 CNY per share, with a market capitalization of 24.3 billion CNY [1]. - The company's static price-to-earnings (P/E) ratio was 132.58, significantly higher than the industry average of 44.61, indicating potential irrational market speculation [2]. Group 2: Ownership Change and Future Outlook - The controlling shareholder of Jia Mei Packaging will change to Suzhou Zhuyue Hongzhi Technology Development Partnership, with Yu Hao, the founder and CEO of Chasing Technology, becoming the actual controller [1][5]. - The acquisition process is currently in the public notice period, with no substantial progress reported, and there are risks associated with the approval of acquisition loans [5][6]. - The company expects no significant changes in its main business over the next 12 months, focusing on the research, design, production, and sales of food and beverage packaging containers [6]. Group 3: Financial Performance - Jia Mei Packaging anticipates a net profit attributable to shareholders of 85.44 million to 104 million CNY for 2025, representing a year-on-year decline of 53.38% to 43.02% [6][9]. - The net profit after deducting non-recurring gains and losses is projected to decrease by 58.10% compared to the previous year [9].

Group 1: Fenglong Co., Ltd. (锋龙股份) - Fenglong Co., Ltd. announced that its stock price increased by 405.74% from December 25, 2025, to January 23, 2026, with 17 consecutive trading days of price limits, leading to significant trading risks [2] - As of January 23, 2026, the closing price of Fenglong's stock was 99.53 CNY per share, with a static P/E ratio of 4735.09 and a P/B ratio of 22.89 [2] - The surge in stock price is primarily linked to acquisition expectations related to the leading humanoid robot company, Ubtech [2] - The company confirmed that its main business remains focused on the R&D, production, and sales of garden machinery parts, automotive parts, and hydraulic parts, with no significant changes [3] - The Shenzhen Stock Exchange has noted severe abnormal fluctuations in Fenglong's stock price and has taken self-regulatory measures against certain investors for abnormal trading behavior [3] Group 2: Jiamei Packaging (嘉美包装) - Jiamei Packaging reported a stock price increase of 408.11% from December 17, 2025, to January 23, 2026, indicating a significant deviation from the company's fundamentals [4] - The static P/E ratio for Jiamei Packaging as of January 23, 2026, was 132.58, with a P/B ratio of 9.61 [5] - The stock price surge is attributed to a change in control, with a deal involving the transfer of 54.9% of shares to Zhuyue Hongzhi Technology Development Partnership, with a total transaction value of approximately 2.28 billion CNY [4] - Zhuyue Hongzhi has committed not to inject assets into Jiamei Packaging within 36 months after acquiring control [4]

Core Viewpoint - The stock of Fenglong Co., Ltd. has experienced significant abnormal fluctuations, leading to a suspension of trading and subsequent risk warnings from the Shenzhen Stock Exchange. Following the resumption of trading, the stock has seen consecutive price increases, raising concerns about potential market manipulation and irrational speculation [2][4]. Group 1: Stock Performance and Trading Activity - Fenglong Co., Ltd. has achieved an 18-day consecutive price increase since December 17, 2025, with a total rise of 456.34%, reaching a stock price of 99.53 yuan per share and a market capitalization of 21.7 billion yuan as of January 23 [2]. - The trading volume for Fenglong Co., Ltd. reached a record high of 3.846 billion yuan, indicating heightened investor interest and activity [2]. - The stock was suspended from trading on December 18, 2025, due to a planned change in control, with a subsequent announcement from Youbixuan regarding the acquisition of approximately 43% of Fenglong's shares [2][3]. Group 2: Corporate Changes and Future Outlook - Following the share transfer, the controlling shareholder of Fenglong Co., Ltd. changed from Chengfeng Investment to Youbixuan, with the actual controller shifting from Dong Jiangang to Zhou Jian [3]. - The company confirmed that its main business activities, including the research, production, and sales of garden machinery parts, automotive parts, and hydraulic components, remain unchanged, with no significant plans for restructuring or asset reorganization in the near future [3]. - The company has issued warnings regarding the potential for rapid price declines due to the significant deviation of its stock price from its fundamental value, indicating a risk of market overheating and speculative trading [4].