Core Viewpoint - Jiangsu Cable (600959.SH) announced plans to establish a joint venture focused on intelligent computing equipment, aiming to create a local ICT and AI brand in Jiangsu and develop the computing power and data industry [1] Group 1: Joint Venture Details - The joint venture will be initiated in collaboration with Jiangsu Cultural Technology Holding Group and six other non-related enterprises [1] - The registered capital of the joint venture is set at 150 million yuan, with Jiangsu Cable contributing 30 million yuan, representing a 20% ownership stake [1]

Group 1 - The company, Yitong Century (300310.SZ), has received a bid notification indicating it has won a contract from China Tower Corporation's Tianjin branch for comprehensive maintenance services from 2026 to 2029 [1] - The total value of the contract awarded to the company amounts to 107 million yuan [1]

Core Viewpoint - The company, Yitong Century (300310.SZ), has been selected as a candidate for a major maintenance service project by China Tower Corporation in Tianjin, with a total bid amount of 107 million yuan (including tax) [1] Group 1 - The company announced its status as a candidate for the comprehensive maintenance service project for the period of 2026-2029 [1] - The company received a notification from the relevant bidding agency confirming its selection as the winning bidder for the project [1] - The total scale of the project awarded to the company amounts to 107 million yuan, which is approximately 15.5 million USD [1]

格隆汇2月9日丨吉大通信(300597.SZ)公布，公司于2026年1月26日、2026年2月4日分别发布了《吉大通 信关于中选候选人公示的提示性公告》《吉大通信关于项目中选进展的公告》，继前次中选结果公示 后，中国移动采购与招标网于近日再次发布了《2025非年度(第二批)及2026-2027年度规划设计业务非核 心技术配合服务采购-中选候选人公示》(部分标段）以及《2026-2027年度设计院软件成本度量服务非核 心能力技术配合服务集中采购项目-中选候选人公示》，公司为招标项目中选候选人之一。公司预计本 次拟中选份额的预估服务费约为5,104.36万元（含税）。 ...

Core Viewpoint - Jida Communication (300597.SZ) has been selected as a candidate for multiple procurement projects by China Mobile, with an estimated service fee of approximately 51.04 million yuan (including tax) for the upcoming projects [1] Group 1 - The company announced the publication of candidate selection notices on January 26 and February 4, 2026 [1] - China Mobile's procurement and bidding website has recently released additional candidate selection notices for various projects, including the 2025 non-annual (second batch) and 2026-2027 annual planning design services [1] - The estimated service fee for the company's selected projects is around 51.04 million yuan, indicating a significant opportunity for revenue generation [1]

Group 1 - Company Yitong Century announced on February 9 that it has received a bid notification from a relevant bidding agency [1] - The company won the bid for the comprehensive maintenance service project from China Tower Corporation's Tianjin branch for the years 2026 to 2029 [1] - The total bid amount is approximately 107 million yuan [1]

Core Viewpoint - The company has been awarded a contract for comprehensive maintenance services by China Tower Corporation for the period of 2026 to 2029, which is expected to positively impact future business growth and expansion [1] Group 1: Contract Details - The company received a bid notification and has become the winning bidder for the "Comprehensive Maintenance Service Project" of China Tower Corporation's Tianjin branch [1] - The project includes services such as integrated business maintenance, operational support, technical upgrades, and full-service dismantling [1] - The contract duration will commence from the signing date or April 1, 2026, and will last until March 31, 2029, or until the estimated procurement amount is exhausted [1] Group 2: Financial Implications - The total value of the contract is approximately 107 million yuan (including tax) [1] - This contract aligns with the company's business development plan and is anticipated to contribute positively to the company's future business volume growth and expansion [1]

Core Insights - The main market saw a net inflow of 26.126 billion yuan as of February 9, indicating a positive trend in overall market sentiment [1]. Sector Analysis - The top ten sectors with the largest net outflows of funds were as follows: - **Beverage Industry**: Experienced a net outflow of 1.523 billion yuan, with Huangtai Liquor being the largest contributor to this outflow [2]. - **Precious Metals**: Saw a net outflow of 1.278 billion yuan, primarily driven by Shandong Gold [2]. - **General Equipment**: Had a net outflow of 0.985 billion yuan, with Yingliu Co. being the main affected company [2]. - **Chemical Pharmaceuticals**: Experienced a net outflow of 0.693 billion yuan, with Xinhengcheng as the largest contributor [2]. - **Traditional Chinese Medicine**: Faced a net outflow of 0.635 billion yuan, with Guangdong Wannianqing leading the outflow [2]. - **Biological Products**: Saw a net outflow of 0.540 billion yuan, with Wanze Co. being the most impacted [2]. - **Oil Industry**: Experienced a net outflow of 0.483 billion yuan, with Heshun Oil being the largest contributor [3]. - **Agriculture, Animal Husbandry, and Fishery**: Had a net outflow of 0.422 billion yuan, with Xue Rong Biological being the main affected company [3]. - **Commercial Retail**: Faced a net outflow of 0.418 billion yuan, with Wangfujing leading the outflow [3]. - **Telecommunication Services**: Experienced a net outflow of 0.375 billion yuan, with Erli San being the largest contributor [3].

Group 1 - China Unicom's stock closed at 4.84 yuan on February 6, 2026, down 5.28% from 5.11 yuan the previous week, reaching a near one-year low [1] - The company's current market capitalization is 151.32 billion yuan, ranking 3rd in the telecommunications services sector and 119th among all A-shares [1] - The highest intraday price for the week was 5.0 yuan on February 2, and the lowest was 4.78 yuan on February 3 [1] Group 2 - The Ministry of Finance and the State Taxation Administration announced an adjustment in the VAT tax category for telecommunications services, increasing the tax rate from 6% to 9% effective January 1, 2026, which will impact the company's revenue and profits [1] - China Structural Adjustment Fund Co., Ltd. reduced its holdings by 336,542,934 shares, bringing its ownership down to 5.00% of the total shares outstanding [1][3]

Group 1 - The announcement indicates that Zhejiang Zhongke Donghai Venture Capital Partnership holds 40,099 shares, accounting for 0.02% of total shares [1] - Changde Zhongke Furong Venture Capital Co., Ltd. holds 381,500 shares, representing 0.17% of total shares [1] - Jinjiang Ronglei Business Information Consulting Co., Ltd. holds 2,882,300 shares, which is 1.25% of total shares [1] Group 2 - The three parties plan to reduce their holdings by a total of 1,562,200 shares, which constitutes 0.68% of total shares [1] - The reduction will occur within three months following the announcement date through centralized bidding or block trading [1] - Zhejiang Zhongke and Changde Zhongke have filed with the Asset Management Association of China and are subject to the "Special Regulations on Venture Capital Reduction," allowing them to reduce shares without a limit on the total number [1]