中兴通讯（000063）(000063.SZ)公告，公司拟作为有限合伙人出资1.17亿元认购陕西建兴湛卢股权投资 合伙企业(有限合伙)(暂定名)。该合伙企业将投资于新一代信息技术产业、新能源、人工智能、先进制 造领域。 ...

格隆汇2月2日丨中兴通讯(000063.SZ)公布，公司拟作为有限合伙人出资11,700万元人民币认购陕西建兴 湛卢股权投资合伙企业（有限合伙）（暂定名，以工商登记部门最终核定为准，简称"建兴湛卢基 金"或"基金"）份额。基金投资方向及阶段：投资于新一代信息技术产业、新能源、人工智能、先进制 造领域。合伙企业对投资项目阶段不做特殊要求，对中小微型、初创期企业、成长期和成熟期企业均可 投资。 ...

Major Events - ST Kaiyuan expects a negative net asset value by the end of 2025, which may lead to a delisting risk warning from the Shenzhen Stock Exchange [1] - Changfei Fiber indicates that the global fiber optic cable market is stable, with new products related to data centers representing a small proportion of total demand [1] - Litong Electronics clarifies that its liquid cooling product development is still in the early discussion stage, denying rumors of significant technological breakthroughs [1] Financial Announcements - Shanghai Yizhong reports a net profit of 64.13 million yuan for 2025, a year-on-year increase of 819.42%, driven by the inclusion of its core product in the national medical insurance directory [4] - Lianyun Technology announces a net profit of 142 million yuan for 2025, up 20.36% year-on-year, benefiting from the recovery in the storage industry and the rapid development of AI [5] Share Buybacks - Midea Group has repurchased 0.35% of its shares for a total of 1.998 billion yuan, with share prices ranging from 69.50 to 80.44 yuan [6] - XGIMI Technology plans to repurchase shares worth between 50 million and 100 million yuan for employee stock ownership plans, with a maximum price of 159.51 yuan per share [6] - GoerTek has repurchased 1.14% of its shares for a total of 1.108 billion yuan, with prices between 20.35 and 34.09 yuan [6] Contracts and Projects - Chongqing Construction has won multiple project bids, including a 673 million yuan contract for the Binzhou Qiwo Ecological Circular Industry Park [8] - Jinchengxin has signed a contract for mining and installation works at the Plang Copper Mine, with an estimated total price of 202 million yuan [9] - Far East Holdings reports that its subsidiaries signed contracts worth approximately 3.075 billion yuan in January 2026 [10] - *ST Songfa's subsidiary has signed a significant contract for the construction of a Capesize bulk carrier, valued between 70 to 100 million USD [11]

【重点关注】 ·围绕五大核心领域十部门发文推动低空经济标准体系建设 ·我国新能源新增发电量占全社会新增用电量97.1% ·特斯拉：第三代特斯拉人形机器人即将亮相 ·国际贵金属价格再跳水银价3天累计跌幅达40% 【国内要闻】 ·市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南（2025年版）》，重点围绕低空航空器、低空基础设 施、低空空中交通管理、安全监管和应用场景五大核心领域，建立技术标准与管理规范融合、国内标准与国际规则融合、强制性标准与推荐性标准融 合、基础标准与场景标准融合的"四维融合"标准供给体系。到2027年，低空经济标准体系基本建立，基本满足低空经济安全健康发展需求。到2030年， 低空经济领域标准超过300项 ，结构优化、先进合理、国际兼容的低空经济标准体系基本形成，为低空经济安全健康发展提供有力支撑。 ·商务部等9单位日前印发《2026"乐购新春"春节特别活动方案》，活动时间为2月15至23日春节9天假期，方案提出，指导有奖发票试点城市精心设计方 案，在春节期间加大奖金投放力度；鼓励其他地区整合各方资源，因地制宜组织开展购物抽奖、消费补贴、消费返券等活动。鼓 ...

智通财经APP讯，中兴通讯(000063.SZ)公告，公司拟作为有限合伙人出资1.17亿元认购陕西建兴湛卢股 权投资合伙企业(有限合伙)(暂定名)。该合伙企业将投资于新一代信息技术产业、新能源、人工智能、 先进制造领域。 ...

Group 1 - The company plans to invest 117 million RMB as a limited partner in Shaanxi Jianxing Zhanlu Equity Investment Partnership [1] - The investment aims to support the development of innovative businesses and enterprises within the industrial chain, reduce costs, and diversify risks [1] - The fund will primarily invest in sectors such as next-generation information technology, new energy, and artificial intelligence, with a duration of 7 years [1] - The profit distribution model will follow a "return of capital first, then dividends" approach [1]

Core Viewpoint - The A-share electric grid equipment and smart grid sector has shown strong performance, with multiple stocks hitting the daily limit, indicating a significant increase in market enthusiasm [1] Group 1: Market Performance - As of the report, stocks such as Tongguang Cable and Shuangjie Electric achieved a 20% limit increase, while Yinen Power rose over 20% [1] - The electric grid equipment sector has accumulated a 14.46% increase since the beginning of 2025 [2] Group 2: Policy and Investment - The strong performance of the electric grid equipment sector is supported by clear policy direction and high investment certainty, with the National Grid's fixed asset investment expected to reach 4 trillion yuan during the 14th Five-Year Plan, a 40% increase from the previous plan [4] - The Southern Power Grid plans a fixed asset investment of 180 billion yuan in 2026, marking five consecutive years of growth with an average annual growth rate of 9.5% [4] Group 3: Demand and Growth Drivers - The acceleration of new energy integration and the explosion of global AI computing power are driving industry growth, with increasing demands for high-voltage, smart distribution, and energy storage equipment [5] - The transformer industry in China, with around 3,000 companies, is projected to achieve an export total of 64.6 billion yuan by 2025, reflecting a nearly 36% year-on-year growth [5] Group 4: Company Performance and Opportunities - Companies in the electric grid equipment sector are experiencing significant order growth and performance realization, with TBEA winning multiple high-voltage transmission projects and China XD Electric securing a 1.447 billion yuan order [6][7] - Baobian Electric expects a net profit of approximately 182 million yuan for 2025, an increase of about 88.95%, driven by increased investment in grid infrastructure [7] Group 5: Global Investment Trends - Global electric grid investment is expected to grow significantly, with a projected annual average investment of $330 billion in 2023, needing to increase to $620 billion by 2030 to meet climate goals [8] - The electric grid in Europe and the U.S. is entering a replacement cycle, with aging infrastructure and new electricity demands driving accelerated investment [8]

♨博时基金市场异动陪伴 市场表现： 2月2日，A股三大指数调整，跌幅均超2%。 解析： ‼今日沪深三大指数调整，背后受多重因素影响。直接导火索或在于前期领涨的有色金属板块出现剧烈 回调。该板块受美联储新任主席提名等消息冲击，市场对全球流动性边际收紧的担忧有所升温，叠加商 品多头交易结构已极致拥挤，引发资金集中获利了结。与此同时，国内最新公布的1月制造业PMI回落 至49.3%，虽生产端保持扩张，但新订单指数下滑，凸显经济内生动能"供强需弱"的结构性问题依然存 在。此外，临近春节长假，投资者风险偏好或趋于谨慎，部分资金选择离场观望，进一步放大了市场的 调整压力。 ‼此次市场波动的核心扰动源，或在于美国总统特朗普提名凯文·沃什为下一任美联储主席。沃什的政策 主张被市场解读为"降息+缩表"的鹰派组合，其过去倡导缩减美联储资产负债表的态度较为鲜明。这一 提名迅速扭转了市场此前对流动性持续宽松的预期，推动美元指数走强，并压制了以美元计价的黄金、 白银等大宗商品价格，同时通过全球资产定价锚的重估，对A股资源股及整体风险偏好形成一定冲击。 尽管沃什也曾表达支持降息的立场，但其政策框架的内在矛盾与不确定性，引发了投资者对美联 ...

经济观察网据央视新闻客户端消息，2026年春运启动，今天上午9时40分，载有150多名旅客和近70台各类车辆的3万吨 级大型滚装客轮吉龙岛号，从大连港大连湾客运站准时启航。 春运期间，为顺应新能源汽车自驾出行需求的激增，大连港客运在大连至威海、烟台的航线上布局了由"绿安平"轮 和"畅龙海"轮组成的两条新能源车辆运输航线。同时，港内全面应用自助实名制验票设备、滚装车辆电子安检单、轿 车电子票等，提升出行效率。 ...

证券研究报告 基金双周报：ETF市场跟踪报告 2 ETF市场回顾： • 收益表现与资金流向：截至1月30日，近两周ETF产品涨跌不一。国内主要宽基ETF中，中证500涨幅最大，行业与主题产品中，周期主题ETF涨幅最大。近两 周，国内主要宽基ETF中，中证2000ETF资金净流入，沪深300ETF资金大幅净流出。2）近两周，周期、医药、消费ETF资金加速流入，军工、金融地产、科 技ETF资金流入速度放缓，大制造其他、新能源ETF资金转为净流入，红利ETF资金流出速度放缓。债券ETF方面，可转债ETF资金加速净流入，短融ETF资 金转为净流入，政金债、信用债、国债、地方债ETF资金净流出速度放缓。 • 产品结构分布：截至1月30日，近两周市场新成立ETF共19只，发行份额合计109.63亿份，均为股票ETF。相较25年末，商品ETF、行业+红利ETF、QDII-ETF 规模分别上升38.50%、23.19%、6.01%，债券ETF、宽基ETF规模分别下降12.49%、34.99%。 证券分析师 | 陈 | 瑶 | 投资咨询资格编号：S1060524120003 | | --- | --- | --- | | 郭子 ...