市场的一轮又一轮涨跌，就是由一个又一个"预期"推动，通俗地说就是"传言"。大预期推动趋势性行情，小预期推动交易性行情。 ——笔记哥《应对》 【笔记20260305— 潘行要来了（+政府工作报告未超预期-股市小幅上涨+明日潘行长将出席发布会+资金面均衡偏松=微下】 资金面均衡偏松，长债收益率微幅下行。 央行公开市场开展230亿元7天期逆回购操作，今日有3205亿元逆回购到期，净回笼2975亿元。 资金面均衡偏松，资金利率平稳，DR001在1.27%附近，DR007在1.42%附近。 | | | | 银行间资金 | (2026. 03.05) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 同购代码 | 加权利率 | 变化 | 利率走势 | 蓝尚利率 | 变化 | 成交量 | 变化量 (亿 | 成交量占 | | | (%) | (bp) | (近30天) | (%) | (bp) | (亿元) | 元) | 比 (%) | | R001 | 1. 35 | 2 | -77 | 2. 07 | 116 | 83810. 36 | ...

企业名称深圳景明药业有限公司法定代表人叶纹菲注册资本4000万人民币国标行业制造业>医药制造业 >化学药品制剂制造地址深圳市福田区福保街道福保社区市花路13号万利工业园三期四层东A厂房432F 企业类型有限责任公司(法人独资)营业期限2026-2-27至无固定期限 经营范围含一般经营项目是：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；生物 化工产品技术研发。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动），许可经营项目 是：药品生产；药品批发；药品委托生产；药品零售。（依法须经批准的项目，经相关部门批准后方可 开展经营活动，具体经营项目以相关部门批准文件或许可证件为准） 天眼查显示，近日，深圳景明药业有限公司成立，法定代表人为叶纹菲，注册资本4000万人民币，由上 海交明商务服务有限公司全资持股。 来源：市场资讯 序号股东名称持股比例1上海交明商务服务有限公司100% ...

Group 1: Share Buybacks - Companies such as Zhongshun Jierou and Yuanli Co. have announced new share buyback plans, with Zhongshun Jierou planning to repurchase shares at a price not exceeding 12.4 yuan per share, with a total fund of no less than 60 million yuan and no more than 120 million yuan [1] - Kaipu Cloud plans to repurchase shares with a total fund of no less than 50 million yuan and no more than 100 million yuan, at a price not exceeding 315 yuan per share [1] - Aidi Precision has repurchased 209,000 shares for a total payment of approximately 5.09 million yuan, as part of a buyback plan with a total fund range of 100 million to 200 million yuan [3] Group 2: Shareholder Increases - Conch Cement's controlling shareholder, Conch Group, plans to increase its stake in the company with a minimum investment of 700 million yuan and a maximum of 1.4 billion yuan within six months [2] - Huaneng Hydropower's controlling shareholder's investment fund has increased its stake by 3.276 million shares for a total of 30.02 million yuan, with plans to continue increasing its stake by an estimated total of 100 million to 150 million yuan [2] - Fuguang Co. reported that its controlling shareholder has cumulatively increased its stake by 233,300 shares, costing approximately 6.76 million yuan, with plans for further increases [2] Group 3: Buyback Progress - Xingsui Technology has cumulatively repurchased 2.98 million shares, with total payments exceeding 68.41 million yuan, surpassing the lower limit of its buyback plan [3] - Jiutian Pharmaceutical has completed its buyback plan, having repurchased 6.1808 million shares, accounting for 1.24% of the total share capital, with a total transaction amount reaching 100 million yuan [3]

截至2026年2月24日收盘，博腾股份（300363）报收于23.38元，较前一交易日下跌0.09%，最新总市值 为127.06亿元。该股当日开盘23.82元，最高23.91元，最低23.38元，成交额达1.35亿元，换手率为 1.15%。 博腾股份于2026年2月24日发布《关于参与认购投资基金份额的进展公告》。公告显示，公司于2025年2 月26日召开董事会，审议通过拟以自有资金认缴出资不超过5,000万元人民币参与投资深圳市松禾细胞 与基因产业私募股权投资基金合伙企业（有限合伙）。近日，公司收到通知，该基金已完成在中国证券 投资基金业协会的备案，并办理了工商变更登记。基金认缴出资额为150,000万元人民币，公司作为有 限合伙人出资5,000万元，出资比例为3.3333%。执行事务合伙人为深圳市松禾资本管理有限公司。公司 将持续关注基金投资进展并履行信息披露义务。 最新公告列表 《关于参与认购投资基金份额的进展公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

近日，赣江新区土地储备交易中心推出一宗儒乐湖片区二类工业用地（标准地），该地块已形成净地。 于2026年3月6日10时开始在江西省公共资源交易平台自然资源网上交易系统公开拍卖 （https://zrzy.jxggzyjy.cn）。 该地块位于赣江新区儒乐湖片区工业用地以东、陇南路以南、万和路以西、建业大道以北（RLH401- E07），出让年限：50年，容积率:FAR≥0.8，建筑密度:30%≤D≤50%，绿地率:10%≤GAR≤20%，出让面 积：40.032亩，起始总价：1140.8987万元。 二、竞买要求及使用条件 （一）该宗地不接受联合竞买。 （五）如该宗土地遇有各类管线、不良地质以及电力、通信设施设备迁移等情况，均由受让人按有关规 定处理并支付相关费用。 竞买申请人可在2026年2月14日至2026年3月5日前登录网上交易系统，查看网上拍卖出让公告、出让须 知、现状图及其他出让文件，提交竞买申请。登陆江西省公共资源交易平台自然资源网上交易系统公开 拍卖（https://zrzy.jxggzyjy.cn）查询。 通讯员：徐雅婷 来源：新区自然资源局 编辑：伍侠 审定：袁何 核发：胡文星 （二）竞买人 ...

Group 1 - Fuda Alloy's controlling shareholder Wang Dawu plans to reduce his stake by up to 3% of the company's total shares, amounting to a maximum of 406.34 million shares, due to personal funding needs [1] - ST Songfa's subsidiary signed contracts for the construction of 17 vessels, with a total contract value between 1.6 billion to 1.8 billion USD [2] - Pairui Co. signed a technical cooperation agreement with a university to develop large-capacity power semiconductor devices and related power electronic modules, effective for three years [3] Group 2 - Shuangliang Energy indirectly participates in commercial aerospace projects, supplying heat exchangers for SpaceX's fuel production system, with orders totaling approximately 1.39 million CNY [4] - Hangya Technology plans to issue convertible bonds to raise up to 600 million CNY for various projects, including an intelligent manufacturing base in Malaysia [5] - Yuhua Development is publicly selling assets with a base price of 251 million CNY for residential properties [6] Group 3 - Penghui Energy plans to invest 2.1 billion CNY in a new battery production project in Zhengyang County, Henan Province, focusing on high-performance battery products [7] - Haige Communication's shareholder Yang Haizhou intends to reduce his stake by up to 0.1624% of the company's total shares [8] - Yaoshi Technology's controlling shareholder pledged 5.13% of shares to repay loans, with a pledge period from February 10, 2026, to February 2, 2027 [9][10] Group 4 - Hanyu Pharmaceutical received FDA approval for its drug Acetate Glatiramer Injection, used for treating relapsing multiple sclerosis [11] - Baiyao Tai's GoliMab Injection received EMA approval for various indications, including rheumatoid arthritis and ulcerative colitis [12] - Jiangxi Tungsten Equipment plans to issue A-shares to raise up to 1.882 billion CNY for acquisitions [13] Group 5 - Hesong New Materials expects to recognize asset impairment provisions between 23.6 million to 28.5 million CNY for 2025 [14] - ST Meichen's subsidiary is involved in two major lawsuits with a total amount of approximately 31.9 million CNY [15] - China Coal Energy reported a 7.3% year-on-year decline in coal sales for January 2026, with total sales of 20.05 million tons [16] Group 6 - Yida Co. plans to adjust its epoxy propylene derivative project, reducing the total investment from 845 million CNY to 642 million CNY [17] - Fosun Pharma's subsidiary received approval for a clinical trial of HLX15-SC for multiple myeloma treatment [18][19] - Yinfeng Communication's board members and executives have terminated their share reduction plan [20] Group 7 - Huazhong High-tech has waived its preferential purchase rights for a fund, extending the investment period from three to four years [21] - Warner Pharmaceuticals plans to participate in a national drug procurement program, with expected sales of 176 million CNY [22] - Changling Hydraulic announced a tender offer to acquire 12% of its shares at a price of 35.82 CNY per share [23] Group 8 - ST Chuan Zhi's stock may face delisting due to financial data falling below regulatory thresholds [24] - Tian Pharmaceutical and its subsidiaries are participating in a national drug procurement program, with expected sales of 323 million CNY [25] - China Metallurgical Group signed new contracts worth 73.65 billion CNY in January 2026 [26] Group 9 - Torus plans to invest 21.2 million CNY in a venture capital fund focused on artificial intelligence [27] - Shangwei Co. received a government subsidy of 1.764 million CNY, representing 10.79% of its net profit for 2024 [28] - Hanghua Co. reported a 21.97% decline in net profit for 2025, with total revenue of 1.249 billion CNY [29] Group 10 - Huaxia Bank reported a 1.72% decline in net profit for 2025, with total revenue of 91.914 billion CNY [30] - Guotou Fengle plans to transfer 51% of its stake in Hubei Fengle Ecological Fertilizer to optimize management [31] - Huaru Technology is co-investing in a fund with a total commitment of 20 million CNY [32] Group 11 - Jindike reported a loss of 173 million CNY for 2025, despite a 40.13% increase in revenue [33] - Zhenong Co. announced a 0.52% increase in shares held by a major shareholder [34] - Maike Audi plans to recognize asset impairment provisions of approximately 52.55 million CNY [35] Group 12 - Fuan Pharmaceutical's subsidiary is expected to be selected for a national drug procurement program, with projected sales of 680 million CNY [36] - Rundu Co. is participating in a national drug procurement program, with some products expected to be selected [37] - Changqing Co. has postponed its large-scale die-casting project to March 2027 due to customer requirements [38] Group 13 - Pan Asia Micro透 received a patent for a graphene-based automotive headlight defogging device [39] - Luan An Huan Neng reported a 17.1% increase in raw coal production for January 2026, totaling 5 million tons [40] - Guangji Pharmaceutical received a drug registration certificate for Mecobalamin Tablets [41] Group 14 - Ruifeng New Materials announced the resignation of its deputy general manager for personal reasons [42] - Zhiguang Electric's subsidiary signed a procurement contract for energy storage equipment worth 210.4 million CNY [43] - Youyan Powder Materials reported a 19.41% increase in net profit for 2025 [44] Group 15 - Jincheng reported a 22.2% increase in net profit for 2025, with total revenue of 253 million CNY [46]

Core Viewpoint - The recent developments of Zhengchuan Co., Ltd. (stock code: 603976) include the approval of a convertible bond issuance, a forecasted decline in 2025 performance, and progress in international expansion efforts [1]. Group 1: Convertible Bond Issuance - The company received approval from the China Securities Regulatory Commission on February 1, 2026, to publicly issue convertible bonds with a total face value of 405 million yuan, with a term of 6 years [2]. - The funds raised will be used for the production of borosilicate pharmaceutical glass and compatibility research projects [2]. Group 2: Performance Forecast - On January 29, 2026, the company announced a performance forecast, estimating a net profit attributable to shareholders of 18 million to 24 million yuan for 2025, representing a year-on-year decrease of 54.93% to 66.2% [3]. - The decline in performance is primarily attributed to the impact of pharmaceutical procurement policies and intensified market competition [3]. Group 3: Subsidiary Development - The company's Hong Kong subsidiary, Zhengchuan International (Hong Kong) Co., Ltd., completed its registration in November 2025, which may facilitate the expansion into overseas markets [4].

据介绍，在江苏，这一协作机制已吸纳80多家维权需求迫切、侵权问题高发的企业加入，覆盖食品 制造业、通用设备制造业、医药制造业、纺织业及软件和信息技术服务业等重点行业领域，帮助12家企 业挽回经济损失累计3800余万元；在重庆，市场监管部门强化对汽车、摩托车等优势产业的全产业链保 护，查处汽车配件侵权案75起，拦截出口侵权摩托车配件910套，为"渝企出海"保驾护航。 佟波介绍，针对商标执法中对仿冒他人知名商标等违法行为认定难的问题，市场监管总局正组织制 定《市场监管行政执法认定商标近似侵权规则》，为打击"山寨"品牌、"傍名牌"等提供更有力的法律支 持。（新华社记者） 据介绍，2025年，市场监管总局严厉打击商标、专利、地理标志等领域违法行为，全年共查办各类 违法案件3.7万件、涉案金额6.77亿元，向司法机关移送涉嫌犯罪案件1130件。 "打击商标侵权是市场监管部门知识产权执法的核心职能之一，是护航企业发展的重要任务。"市场 监管总局执法稽查局副局长彭增田说，市场监管部门将继续把打击商标侵权作为知识产权执法的重点任 务，严查大案要案，支持品牌企业健康发展。 市场监管总局执法稽查局一级巡视员佟波说，市场监管总局组 ...

序号股东名称持股比例1红安红城林业开发有限公司100% 来源：市场资讯 经营范围含一般项目 : 中草药种植;中草药收购;地产中草药（不含中药饮片）购销;金花茶人工培植;中药 提取物生产。（除许可业务外，可自主依法经营法律法规非禁止或限制的项目） 天眼查显示，近日，红安神龙药材有限公司成立，法定代表人为袁波，注册资本10000万人民币，由红 安红城林业开发有限公司全资持股。 企业名称红安神龙药材有限公司法定代表人袁波注册资本10000万人民币国标行业制造业>医药制造业> 化学药品制剂制造地址湖北省黄冈市红安县城关镇沿河大道碧水苑5号楼1层115铺企业类型有限责任公 司(非自然人投资或控股的法人独资)营业期限2026-2-9至无固定期限登记机关红安县市场监督管理局 ...

格隆汇2月9日丨华兰股份(301093.SZ)涨5.69%，报88.030元，股价创历史新高，总市值144.55亿元。 ...