据交易所官网审核动态信息，今日，1家IPO企业上会获审核通过。 | 上会日期 教师 教师 会教师 注册地 | | | | --- | --- | --- | | 2026-2-13 1 北交所 额宏股份 江苏 通过 231 金属制品业 | 10,205,74 | 45,097,50 国界海通 中汇 国浩(上海) | 公开信息显示，振宏股份曾于2022年7月28日向江苏证监局报送了公开发行股票并在创业板上市的辅导 备案申请材料。此后，公司根据自身经营情况，结合未来发展战略规划，拟将上市辅导备案板块由创业 板变更为北交所。2025年1月14日，江苏证监局接收变更申请，公司完成拟申报板块的变更。6月27日， 振宏股份北交所IPO申报获交易所受理。 本篇中，汉鼎咨询结合申报材料、反馈问询期间监管问询关注点及上市委现场审议问题等，对振宏股份 的基本情况及监管重点关注问题进行了梳理分析。从上会前的两轮审核问询答复来看，振宏股份的业绩 增长可持续性、关联交易合规性及公允性、募投项目合理性及产能消化风险等事项被监管持续问询。此 外，公司在完成第二轮答复前调减了拟募资规模，主要涉及铺底流动资金及补流项目。 IPO上会企业 审议 ...

Core Viewpoint - The company, China Nuclear Engineering Corporation, emphasizes its commitment to the "dual carbon" strategy and its role in supporting the national energy transition by actively participating in nuclear power construction and expanding into renewable energy sectors like solar and wind power [1] Group 1: Nuclear Power Involvement - The company is a key player in nuclear power construction, having participated in the construction of all operational and under-construction nuclear power plants in mainland China [1] Group 2: Renewable Energy Expansion - The company is actively expanding its business into solar and wind energy projects, aiming to support high-quality development in the green power industry [1] - The company focuses on leveraging its core engineering capabilities to strengthen the infrastructure for green and low-carbon power supply, contributing to the achievement of the "dual carbon" goals [1]

Core Viewpoint - The company is committed to implementing the "dual carbon" strategy and supporting the national energy transition strategy, with a focus on offshore wind power as a key area in the renewable energy sector [1] Group 1 - The company has extensive experience in large-scale engineering construction, enabling it to provide comprehensive EPC (Engineering, Procurement, and Construction) services for offshore wind power projects [1] - The company is continuously optimizing its industrial and civil engineering business structure to align with its strategic goals in renewable energy [1] - The company has already undertaken relevant project construction in the offshore wind power sector [1]

经济观察网 近7天（2026年02月06日至02月12日），穗恒运A的主要热点包括公司动态和行业政策面事 件。2026年02月06日，公司在互动平台表示，作为能源综合运营商，正积极顺应"双碳"战略，在能源产 业链上寻找投资机遇以培育新增长点。此外，公司于2026年02月05日发布总经理离任公告，涉及管理层 变动。政策方面，国务院办公厅于2026年02月11日和02月12日相继印发电力市场体系改革意见，提出完 善全国统一电力市场、破除地方保护等举措，可能对电力行业产生长期影响。 股票近期走势 近期无新增财报事件，但2026年01月29日发布的2025年业绩预告显示，公司预计净利润为2.84亿元至 3.44亿元，同比增长70.44%至106.45%，主要受益于光伏项目投产及燃煤成本下降等因素。该预告已在 此前反映股价波动中。 以上内容基于公开资料整理，不构成投资建议。 近期股价呈现震荡走势，截至2026年02月12日最新价为6.42元，近7日累计涨幅2.72%，振幅2.19%。资 金面上，02月12日主力资金净流入337.51万元，近5日整体呈净流入态势；换手率1.47%，显示交投活跃 度适中。行业板块方面，电力 ...

Core Viewpoint - The insurance asset management institutions are transitioning from passive investors in ABS to active managers, focusing on real estate and green assets that align with their characteristics [1][2][3]. Group 1: Transition of Insurance Asset Management Institutions - Insurance asset management institutions have shifted their role from merely buying products to both buying and managing products in the ABS market [2][4]. - Five insurance asset management institutions, including China Pacific Asset Management and China Insurance Asset Management, have been approved to pilot ABS and REITs business, leading to multiple product launches [2][4]. - The dual role of managing and investing allows these institutions to better control project risks and enhance asset operation [3][4]. Group 2: Focus on Real Estate Assets - Real estate has become a primary focus for the underlying assets in ABS, with a significant portion of products being real estate-related [5]. - By 2025, it is expected that the number of real estate ABS products will increase significantly, reflecting a deeper engagement in this sector [5]. - The regulatory environment is encouraging the growth of holding-type real estate ABS, which is expected to become a key component of the multi-tiered REITs market [5]. Group 3: Green Asset Integration - The ABS projects are increasingly aligned with the national "dual carbon" strategy, emphasizing green attributes [6]. - Projects like the Tianhe Fuhua ABS, which involves distributed photovoltaic power stations, have received the highest green asset certification [6]. - Future strategies will focus on high-quality underlying assets from large state-owned enterprises and local government enterprises, with an emphasis on holding-type real estate ABS and mid-to-long-term REITs [6].

2月12日，北京证券交易所上市委员会2026年第15次审议会议结果公告显示，河南嘉晨智能控制股份有 限公司（简称：嘉晨智能，代码：874302.BJ）符合发行条件、上市条件和信息披露要求。 01 基本情况 嘉晨智能是一家深耕工业自动化控制行业的电气控制系统产品及整体解决方案提供商，主营业务为电气 控制系统产品及整体解决方案的研发、生产和销售，致力于成为工业车辆电气控制系统领域的领军企 业。 公司主要产品包括电机驱动控制系统、整机控制系统和车联网产品及应用等，目前下游主要应用场景为 工业车辆，并已逐步拓展至挖掘机械、高空作业机械等其他工程机械场景以及场地车、移动机器人等多 元化应用领域。 公司坚持"进口替代"战略，通过十余年技术攻坚，自主掌握电机控制算法、电力电子集成设计等核心技 术，自主研发的电机控制器已实现关键元器件的国产化替代。 主要客户 公司主要客户包括杭叉集团、安徽合力、诺力股份、龙工、柳工等国内工业车辆行业龙头，客户集中度 较高。2022年至2024年，公司前五大客户销售收入占比分别为87.05%、87.71%、82.02%及80.31%，其 中第一大客户杭叉集团销售占比分别达52.95%、44.6 ...

青海油田坚守"度电必争"原则，构建"日跟踪、周评估、月对标"运行管控机制，全面提升系统运行透明 度与问题响应处置效率，充分释放发电潜能。同时，精准优化电力交易策略，建立"日复盘、周分析、 月总结"交易管控机制，精准研判市场走势，努力让每一度绿电高效上网、全额消纳，实现了生态效 益、经济效益与社会效益的有机统一。 中新网青海新闻2月11日电(张文娟 李孟洮)2月11日，记者从青海油田获悉，截至2月6日，青海油田凯驰 光伏电站2026年发电量突破1亿千瓦时，实现了高效开局。 今年以来，青海油田深入贯彻落实集团公司2026年工作会议精神，紧扣实现"购电降低一分钱、售电提 高一分钱"的"两个一分钱"目标，以"降亏损、保效益"为核心，通过科学谋划运营策略、精耕细作运维 管理、从严从实管控成本、健全电力交易体系，奋力推动绿色能源高质量发展，积极践行国家"双碳"战 略。截至目前，青海油田清洁电力累计发电量已达1.9亿千瓦时，相当于节约标准煤约5.7万吨，减少二 氧化碳排放约15.16万吨。 面对高海拔复杂气候对光伏电站稳定运行带来的挑战，青海油田立足高原实际，借鉴油气生产精细化管 理经验，将精细化理念全面贯穿电站运维全过程 ...

Group 1 - The core viewpoint of the news is that Dongfang Electric (SH600875) experienced a limit-up on February 12, 2026, reaching a price of 33.65 yuan, with a 10% increase, resulting in a total market capitalization of 116.374 billion yuan and a circulating market capitalization of 76.162 billion yuan, with a total transaction amount of 3.457 billion yuan [1][2] Group 2 - The reasons for the limit-up of Dongfang Electric include the acceleration of its renewable energy strategy, with a cumulative investment of 6.48 billion yuan in wind power projects, aligning with the national dual carbon strategy, which provides significant growth potential for future performance [2] - The controlling shareholder, Dongfang Electric Group, completed an increase in holdings of over 100 million yuan, raising its shareholding ratio to 51.37%, demonstrating confidence in the company's long-term development [2] - The company established a joint venture with Waneng Energy, receiving a cash injection of 949 million yuan, which improves cash flow and alleviates some investment pressure while optimizing the governance structure [2] - The renewable energy sector is currently a hot market segment, with the overall performance of the sector being active on February 12, leading to a linkage effect among related stocks [2] - From a technical perspective, if the MACD indicator forms a golden cross and the stock price breaks through key resistance levels, it may attract more technical investors [2] - There was likely a significant inflow of funds into Dongfang Electric on that day, contributing to the limit-up of the stock price [2]

Core Viewpoint - The launch of the new generation HOWO KS heavy truck by China National Heavy Duty Truck Group (CNHTC) marks a significant step towards a greener, smarter, and more efficient era in the commercial vehicle industry, responding to the demands of high-quality development and the national "dual carbon" strategy [2][3]. Group 1: Industry Benchmark and Market Strategy - The HOWO brand has established itself as a leader in the global heavy truck market over the past 22 years, with the new HOWO KS representing a culmination of technological advancements and market insights [3]. - The launch event in Suzhou, a logistics hub, emphasizes CNHTC's strategic focus on key markets to enhance the modernization of China's logistics system [5]. Group 2: Product Features and Innovations - The HOWO KS features a Weichai NG4.0 gas engine with a thermal efficiency exceeding 54%, promising significant operational cost advantages for fuel-sensitive customers [6]. - The truck incorporates advanced aerodynamic technologies, achieving a drag coefficient of 0.45Cd, which positions it among the best in its class for fuel efficiency [8]. - A new high-end electrical architecture reduces the complexity of the vehicle's electrical system, enhancing reliability and uptime [8]. - The truck's design includes ergonomic improvements for driver comfort, advanced fatigue monitoring systems, and comprehensive safety features, including a braking system that meets stringent European safety standards [10]. Group 3: Economic Impact and User Experience - The introduction of the HOWO KS is seen as a transformative opportunity for truck drivers and logistics companies, shifting the perception of trucks from cost centers to wealth-generating assets [11]. - Users report significant reductions in total lifecycle costs due to the truck's low drag design and high thermal efficiency, leading to improved fuel economy and reduced maintenance downtime [13]. - Enhanced driver comfort and safety features contribute to a better working environment, while supportive financial policies make the truck more accessible to a broader range of customers [13].

Core Viewpoint - Huaneng International Power Co., Ltd. has announced a significant investment decision to construct a wind power project in Inner Mongolia with a total installed capacity of 2 million kilowatts, aligning with the national "dual carbon" strategy and optimizing its power generation structure [1] Investment Details - The total investment for the wind power project is approximately 12 billion RMB [1] - The project is expected to generate an average annual electricity output of 4 billion kilowatt-hours, which is equivalent to saving about 1.2 million tons of standard coal and reducing carbon dioxide emissions by approximately 3.2 million tons [1] - Preliminary work for the project is planned to start in the third quarter of this year, with the goal of achieving grid-connected power generation for the first batch of units by the end of 2025 [1] Impact on Company and Local Economy - This investment will significantly enhance the company's installed capacity and profitability in the clean energy sector, positively impacting its future performance [1] - The project will also contribute to the energy structure transformation and socio-economic development in Inner Mongolia [1] - The company has committed to strictly adhering to relevant laws and regulations during the project construction to ensure investment efficiency and engineering safety [1]