海尔智家公告称，公司于2025年3月28日提议回购部分A股，预计回购金额1-2亿元，回购期限至2026年 3月27日，回购股份用于员工持股计划或股权激励。截至2026年2月底，累计已回购股份4757.57万股， 占总股本0.507%，回购金额12.01亿元，回购价格区间为23.60-27.54元/股。 ...

Core Viewpoint - JS Global Life (01691) has issued a profit warning, expecting a net loss of up to $22.5 million for the fiscal year 2025, compared to a net profit of $8.8 million in the previous year [1] Financial Performance - The anticipated loss is primarily attributed to strategic investments in expanding the Asia-Pacific market, a decrease in revenue from associated procurement services, and non-cash impacts from share-based payments [1] - The adjusted net profit for the year is expected to be no less than $29 million, compared to approximately $7.1 million in the previous year [1] Business Operations - The significant increase in adjusted net profit is mainly due to a notable recovery in core business operations, driven by strong organic growth, which has led to an overall increase in revenue [1] - The operational efficiency of various subsidiaries has continued to improve, with some subsidiaries showing a marked enhancement in profitability, contributing positively to the overall profit of the group [1] - The company has been strengthening cost control measures, resulting in a decrease in the overall expense ratio [1]

这一连串的深夜公告形成了明显的利空冲击，对2月26日的市场开盘构成了直接压力。 投资者需要仔细 检查自己的持仓，看看是否涉及这些被减持或立案的公司。 ST新华锦在2月25日晚上发布了两份重要公告。 第一份公告显示，公司在2026年2月25日收到了中国证 监会下发的《立案告知书》，因为涉嫌信息披露违法违规，证监会决定对公司进行立案调查。 同时， 公司的实际控制人张建华也在同一天收到了证监会的立案告知书，被以同样的理由立案。 第二份公告解释了停牌的原因。 公司在2025年8月25日收到了青岛证监局的《行政监管措施决定书》， 这份文件明确指出，截至2025年半年度报告披露日，新华锦集团及其关联方非经营性占用ST新华锦资 金余额4.06亿元。 监管要求所有占用资金必须在收到决定书之日起六个月内归还，这个整改期限的截止 日期就是2026年2月25日。 2026年2月25日晚上到26日凌晨，A股市场迎来了一波密集的公告潮。 12家上市公司不约而同地发布了 股东减持计划，1家公司更是被证监会立案调查并实施停牌。 这些公告集中在商业航天、黄金、家电等 近期最热门的赛道，涉及格力电器、四川黄金、拓日新能等行业龙头。 最引人关注 ...

先看最炸眼的新闻，字节跳动。美国泛大西洋投资集团打算卖老股，给字节的估值高达5500亿美元，比 去年员工回购价高了66%。帮主看了直呼好家伙，9年时间，从200亿到5500亿，涨了27倍。但你想过没 有，巨头股东在这个时间点选择出售，是不是在提示我们，连最顶级的资产，其估值也可能到了一个需 要阶段性兑现的节点？这就像一场盛宴，有人开始考虑何时优雅离场了。 各位老朋友，帮主郑重来了。结束了一天的盯盘，咱们聊聊今天市场里那些"冰火交织"的信号。你有没 有发现，一边是字节跳动的估值冲上了4.3万亿港元，另一边高盛却说AI交易在"失速"；一边是人民币 汇率大涨创三年新高，另一边A股却是个股跌多涨少。这市场到底在演哪一出？今晚，咱们不聊K线， 就聊聊这些热闹背后，钱到底在往哪个方向悄悄流动。 最后，提两件值得深思的事。一是津巴布韦突然暂停所有锂矿出口，它是全球重要的锂资源国。短期 看，这可能会推高碳酸锂价格，利好有锂矿资源的公司；但长期看，资源国搞"本地化加工"是大趋势， 这会抬升锂电中游材料的长期成本。二是高瓴资本时隔六年，首次减持格力电器。虽然量不大，但信号 意义值得品味。长线资本的一举一动，往往在提示产业周期的变 ...

Core Insights - The report highlights a positive outlook for various industries in March 2026, driven by domestic demand policies and sector-specific growth opportunities [2][3] - Key stocks recommended across different sectors are expected to show significant profit growth and favorable valuations, indicating potential investment opportunities [2][3] Industry Summaries Social Services - China Oriental Education is positioned to benefit from the growth in new service consumption, with a projected net profit of 1.1 billion yuan in 2026, reflecting a 40% increase and a PE ratio of approximately 11 times [2][3] Construction - Yaxin Integration is expected to gain from significant investments in the cleanroom industry, with orders and performance not fully anticipated, particularly from major clients like Micron and TSMC [2][3] Non-Bank Financials - CITIC Securities is recommended as a leading brokerage benefiting from market recovery and favorable policy environments, with valuations not reflecting the improving profit trends [2][3] Agriculture - Youran Dairy, a leader in dairy farming, is set to benefit from rising beef and milk prices, with expectations of high earnings recovery due to favorable market conditions [2][3] Power Equipment and New Energy - Delijia is expanding its capacity in wind power gearbox projects, with a strong order backlog and projected profit growth of 55% in 2025 [2][3] - Sifang Co. is actively expanding its overseas presence and has secured multiple projects, with a focus on cutting-edge technologies like solid-state transformers [2][3] Automotive - Xingyu Co. is positioned in a high-growth segment of automotive lighting, with a focus on smart products and expanding its global customer base, projecting revenues of 16 billion yuan in 2025 [2][3] Home Appliances - Haier Smart Home is benefiting from domestic policies promoting appliance upgrades and is enhancing operational efficiency through digital transformation, with a stable increase in market share [2][3] Basic Chemicals - Chuanheng Co. is expected to increase its phosphate mining capacity significantly by 2028, with a strong dividend payout history and high-quality product offerings [2][3] Military Industry - Lianchuang Optoelectronics is experiencing substantial growth in laser products and is entering the commercial space launch market, indicating a broad market potential [2][3]

Core Viewpoint - Whirlpool (China) Co., Ltd. announced plans to conduct foreign exchange hedging activities with a total limit of no more than 5.5 billion RMB (or equivalent foreign currency) for the fiscal year 2026, aimed at mitigating exchange rate fluctuations impacting its business performance [1] Group 1 - The company and its subsidiaries will utilize their own funds for the foreign exchange hedging activities, without involving raised funds or bank credit [1] - The hedging activities will allow the company to manage foreign currency settlements that arise from its international business operations [1] - The aim of these hedging activities is to reduce the impact of exchange rate volatility on the company's operational performance and to focus on production and business operations [1]

Core Viewpoint - The company plans to acquire 45% equity of its subsidiary, Qingdao Aokema Smart Industry Co., Ltd., from a minority shareholder for 253 million yuan, resulting in 100% ownership of the subsidiary after the transaction [1] Group 1 - The acquisition price for the 45% stake is set at 253 million yuan [1] - After the completion of this transaction, the company will fully own the Smart Industry Company [1]

今日无新股申购，无新股上市。 【重要新闻】 【今年春节假期家电、数码、智能产品销售超510万台 较去年增长21.7%】2月25日，从商务部了解到， 今年春节9天假期，6类家电以旧换新产品、4类数码和智能购新补贴产品销售510.6万台，较去年春节假 期增长21.7%。分品类来看，智能眼镜今年首次被纳入购新补贴范围，在刚刚过去的春节假期，天津、 重庆、四川等地数码产品咨询量和购买量显著增长。同时，消费结构优化升级趋势明显，商务部数据显 示，中高端手机产品占比65.0%。中国银联数据显示，电脑、空调、电视机每笔平均核销金额较去年同 期也有较大幅度增长。 (证券时报) 【英伟达四季度营收681亿美元 同比增长73%】2月26日，英伟达四季度营收681亿美元，同比增长 73%，市场预期为656.84亿美元，上年同期为393.31亿美元；数据中心营收为623亿美元，市场预期为 606.2亿美元，上年同期为355.8亿美元；四季度网络营收109.8亿美元，分析师预期90.2亿美元；四季度 游戏营收37亿美元，分析师预期40.1亿美元。英伟达预计第一财季营收764.4亿-795.6亿美元，市场预估 727.8亿美元。 【隔夜 ...

关于公司股票复牌的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或重大遗漏，并对其内容的 真实性、准确性和完整性承担法律责任。 就惠而浦（中国）股份有限公司（以下简称"公司"）的全资子公司拟认购纽约证券交易所上市公司 Whirlpool Corporation（以下简称"惠而浦集团"）发行的普通股之交易（以下简称"本次交易"），惠而浦 集团计划于2026年2月25日上海证券交易所（以下简称"上交所"）收市前披露与本次交易有关的信息。 因此，为保证公平信息披露，维护投资者利益，避免造成公司股价异常波动，公司于2026年2月25日 （周三）开市前向上交所申请紧急停牌，停牌期间为全天。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600983 证券简称：惠而浦 公告编号：2026-006 惠而浦（中国）股份有限公司 特此公告。 公司2026年第一次临时董事会已审议通过《关于全资子公司对外投资暨关联交易的议案》，关联董事 Lee Edwards（艾德华）回避表决，其余11名非关联董事全部参与表决并一致同意本项议案。公司的全 资子公司广东惠而浦家电制品有限公司拟直接或通过其全资 ...

Core Viewpoint - Gree Electric Appliances' major shareholder, Zhuhai Mingjun Investment Partnership, plans to reduce its stake by up to 2% through block trading to repay bank loans, which may not affect the company's control [1][2]. Group 1: Shareholder Actions - Zhuhai Mingjun intends to sell up to approximately 111.7 million shares, representing no more than 2% of Gree's total share capital after excluding shares in the repurchase account [1]. - Currently, Zhuhai Mingjun holds a 16.11% stake in Gree Electric Appliances [1]. - The reduction in shareholding is subject to uncertainty, and even if executed, it will not lead to a change in control of Gree Electric Appliances [1]. Group 2: Background Information - Zhuhai Mingjun acquired its shares from the original major shareholder, Gree Group, through a negotiated transfer during Gree's mixed ownership reform in January 2020 [1]. - At that time, Zhuhai Mingjun committed to not transferring its shares for three years [1]. - Zhuhai Mingjun has ties to Hillhouse Capital and is considered a concerted actor with Gree's chairman, Dong Mingzhu [1]. Group 3: Market Reaction - On February 25, Gree Electric Appliances' stock rose by 0.36% to 38.49 CNY per share, with a market capitalization of 215.6 billion CNY [2].