山东海阳核电站三期工程项目凝结水精处理系统设备采购合同的签署，将进一步巩固公司在核电市场的 领先地位，有利于提升公司的持续盈利能力和核心竞争力，对公司业务发展及经营业绩将产生积极的影 响。 格隆汇2月9日丨力源科技（维权）(688565.SH)公布，公司于近日与上海核工程研究设计院股份有限公 司（称"买方"）签署了山东海阳核电站三期工程项目凝结水精处理系统设备采购合同供货合同，合同金 额为人民币5,498万元（含税）。本合同为公司日常经营性合同，公司已履行了签署该合同的内部审批 程序。 ...

Core Viewpoint - The board of directors of China Nuclear Power Co., Ltd. held its ninth meeting of the fifth session on February 5, 2026, where several important resolutions were passed, including the 2026 investment plan and financial budget, as well as the approval of a share transfer and the adjustment of board committee members [1][2][4][5][6][12][27]. Group 1: Board Meeting Resolutions - The meeting approved the 2026 investment plan with unanimous support from all 12 attending directors [2]. - The financial budget for 2026 was also approved, again with unanimous support [5]. - A resolution was passed to agree to waive the priority purchase rights regarding the transfer of 4% equity in the subsidiary China Nuclear SuNeng, with all directors voting in favor [6]. - The internal audit work report for 2025 and the work plan for 2026 were approved unanimously [8]. - The legal work report for 2025, including compliance management, was also approved [10]. - The revision of the "General Manager Work Rules" was approved unanimously [12]. - The adjustment of the board's specialized committee members was approved, ensuring continuity and compliance in governance [27]. Group 2: Share Transfer and Financial Impact - The transfer of 4% equity in China Nuclear SuNeng from Lianyungang Jinlian Energy Investment Co., Ltd. to Jiangsu Dongxin Farm Co., Ltd. was valued at RMB 55.534 million, plus corresponding capital costs [15][17]. - The company will maintain its 51% controlling stake in China Nuclear SuNeng post-transfer, ensuring no significant impact on its financial status or operational structure [15][24]. - The waiver of the priority purchase right does not constitute a related party transaction or a major asset restructuring as per regulations [15][17]. Group 3: Upcoming Shareholder Meeting - The first temporary shareholder meeting for 2026 is scheduled for March 12, 2026, with both onsite and online voting options available [30][31]. - The meeting will discuss the resolutions previously approved by the board, ensuring transparency and shareholder engagement [34].

八部门发文，强化虚拟货币监管 日前，中国人民银行、国家发展改革委、工业和信息化部、公安部、市场监管总局、金融监管总局、中 国证监会、国家外汇管理局印发《关于进一步防范和处置虚拟货币等相关风险的通知》，进一步防范和 处置虚拟货币、RWA代币化相关风险，明确虚拟货币相关业务活动属于非法金融活动，严格监管赴境 外开展RWA代币化相关业务活动。 央行连续第15个月增持黄金 国家外汇管理局2月7日发布的数据显示，截至2026年1月末，中国黄金储备为7419万盎司，环比增加4万 盎司，为中国央行连续第15个月增持黄金。 我国成功发射可重复使用试验航天器 下周，A股将迎来春节前的最后一个交易周。业内机构认为，春节前市场或维持区间震荡，建议均衡配 置；春节后市场焦点可能重新转向具备产业催化、业绩确定性的成长板块。 大宗商品市场方面，国际金价继续宽幅震荡。在业内机构看来，尽管调整可能意味着出现布局良机，但 黄金的波动性已显著加大，投资者应将其作为资产配置的一部分，而非单一投机工具。 影响后市投资大事件 兴业证券：持股过节兼具胜率与赔率 近期全球叙事变化对市场情绪冲击最大的时刻或正逐步过去，后续事件催化增多、"春节效应"等因素， ...

Core Viewpoint - The article discusses the strategies for investors in the last trading week before the Spring Festival, highlighting the mainstream recommendation of "holding stocks over the holiday" based on historical "Spring Festival effect" analysis and current economic expectations [1][5]. Market Trends and Historical Analysis - A-shares typically exhibit a "calendar effect" around the Spring Festival, characterized by "volume contraction before the festival and expansion afterward" [2][3]. - Historical data indicates that market volume usually starts to decline from T-8 days (T being the day of the festival), with significant volume drop observed around February 4, 2026, where trading amounts fell below 2.5 trillion yuan [2]. - The market tends to rebound in the last five trading days before the festival, with a clear upward trend often continuing until about T+6 days after the festival [2]. Fund Behavior and Market Dynamics - The "down then up" pattern of the index is attributed to risk-averse behavior of funds during the holiday, leading to a temporary market decline before a rebound as investors anticipate the "Spring Festival effect" [3]. - The rotation of large-cap and small-cap stocks is notable, with large-cap stocks performing better before the festival and small-cap stocks gaining an advantage afterward [3][4]. Investment Strategies and Recommendations - Multiple brokerage firms suggest a balanced approach to investment, emphasizing "stable allocation" before the festival and a focus on growth and industry trends afterward [8]. - Specific sectors such as low-volatility, high-dividend stocks in banking and consumer sectors are expected to attract funds during the pre-festival period [8]. - The technology sector remains a long-term consensus for investment, with a focus on AI applications, high-end manufacturing, and new energy post-festival [8]. Sector Focus and Future Outlook - Analysts recommend monitoring sectors that may experience marginal changes during the festival, including humanoid robots, AI industry chains, and gaming [9]. - The overall sentiment suggests that the market may see renewed upward momentum post-festival, driven by improved economic and profit expectations, as well as a favorable liquidity environment [6][7].

证券日报网讯 2月8日，中国核电发布公告称，公司控股子公司中核苏能核电有限公司（以下简称中核 苏能）的股东连云港金联能源投资有限公司拟将其持有的中核苏能4%的股权，以人民币55，534万元加 计相应资金成本的价格转让给江苏省东辛农场有限公司，公司放弃本次股权转让的优先购买权。公司本 次放弃优先购买权不构成关联交易，不构成《上市公司重大资产重组管理办法》规定的重大资产重组； 交易完成后，公司对中核苏能的持股比例不变，不会导致公司合并报表范围发生变化，不会对公司财务 及经营状况产生重大影响。 （编辑 王雪儿） ...

Core Viewpoint - China Nuclear Power (601985.SH) announced that its subsidiary, China Nuclear SuNeng, will transfer 4% of its shares held by Lianyungang Jinlian Energy Investment Co., Ltd. to Jiangsu Dongxin Farm Co., Ltd. for a price of RMB 555 million plus corresponding capital costs, while the company will waive its preemptive rights for this share transfer [1] Group 1 - The shareholder Lianyungang Jinlian plans to transfer its 4% stake in China Nuclear SuNeng [1] - The transaction price is set at RMB 555 million, which includes additional capital costs [1] - The company's ownership in China Nuclear SuNeng remains unchanged before and after the transaction [1]

Core Viewpoint - China Nuclear Power (601985.SH) announced that its subsidiary, China Nuclear SuNeng Nuclear Power Co., Ltd., will transfer 4% of its shares held by Lianyungang Jinlian Energy Investment Co., Ltd. to Jiangsu Dongxin Farm Co., Ltd. for RMB 555 million, with the company waiving its right of first refusal on this share transfer [1] Group 1 - The shareholder Lianyungang Jinlian plans to transfer its 4% stake in China Nuclear SuNeng for RMB 555 million [1] - The company will maintain its ownership percentage in China Nuclear SuNeng after the transaction [1] - The transfer includes the corresponding capital costs associated with the share sale [1]

格隆汇2月8日丨中国核电(601985.SH)公布，公司控股子公司中核苏能核电有限公司(以下简称中核苏能) 的股东连云港金联能源投资有限公司(以下简称连云港金联)拟将其持有的中核苏能4%的股权(以下简称 标的股权)，以人民币55,534万元加计相应资金成本的价格转让给江苏省东辛农场有限公司(以下简称东 辛农场)，公司放弃本次股权转让的优先购买权。 ...

每经AI快讯，中国核电2月8日晚间发布公告称，公司第五届第九次董事会会议于2026年2月5日以现场 结合视频的方式召开。会议审议了《关于公司2026年度投资计划的议案》等文件。 （记者 胡玲） 每经头条（nbdtoutiao）——爱泼斯坦案再爆新料：多名政商大佬被点名；OpenClaw横空出世！专家警 告你的世界正被"接管"；SpaceX吞并xAI，特斯拉股东怒斥 ...

当时在建中的"华龙1号"（2018年，广西壮族自治区，Reuters） 全球2025年开始建设的新核电机组中，有9成是中国和俄罗斯主导的项目。有预测称，2030年中国核电 的在运装机容量将达到1.1亿千瓦，超越美国成为世界第一。通过建设核电机组，可加强与出口目的地 的关系…… 中国和俄罗斯已开始在核电领域构筑压倒性的地位。全球2025年开始建设的新核电机组中，有9成是中 国和俄罗斯主导的项目。两国在国家主导下推进核电站建设，通过发展作为基本负荷电源的核能项目， 并向新兴国家出口相关技术与设备，不断扩大影响力。 世界核协会和国际原子能机构（IAEA）的统计显示，2025年全世界有9台大型核电机组开工。其中，中 国为7台、俄罗斯为1台、韩国为1台。 从过去10年来看，中俄也占据主导地位。2016年以来，在全球开工的63台核电机组中，中国和俄罗斯制 造的占9成多。中俄以外的核电机组只有韩国和英国开工建设的5台。 中国生态环境部的数据显示，中国有27台核电机组在建。中国政府相关行业团体预测称，2030年中国核 电的在运装机容量将达到1.1亿千瓦，超越美国成为世界第一。 通过建设核电机组，可加强与出口目的地的关系。如果 ...