2月26日，东莞市新春第一会——"资本赋能 服务强企"动员部署大会召开，作为东莞新春以来聚焦企业发展、激活资本动能的首场重磅会议，大会同步举行 多场签约仪式，发布多项务实举措，为全年制造业高质量发展定调蓄力。 会上发布的"鲲鹏计划"2.0版，提及设立1个"上市服务基地"，依托松山湖科技金融集聚区"四个高地"，将打造金融改革创新试验田和资源集聚平台，打造"上 市服务生态圈"。 现场大会图。 开局定调，东莞要靠资本、服务"起飞"了！ 东莞市中心。资料图 其中提出，将设立1个"上市服务基地"。依托松山湖科技金融集聚区"四个高地"（"科技金融政策创新高地""金融资源汇聚高地""金融产品创新高地""科技金 融服务高地"）定位，打造金融改革创新试验田和资源集聚平台，汇聚证券、基金、银行、保险、服务中介等各类机构，搭建企业融资常态化对接平台，打 造"上市服务生态圈"，为全市企业提供全方位、全链条的上市支持与服务。 松山湖科技金融集聚区于2025年3月正式启动，整合政策、资本与产业资源，致力于构建覆盖科技创新全生命周期的金融服务体系。东莞松山湖党工委委 员、管委会副主任李树峰介绍，将出台一系列政策，推动一大批机构落户，推动企 ...

每经AI快讯，2月26日，深南电路（002916）涨停，成交额36.83亿元，换手率1.97%。盘后龙虎榜数据 显示，深股通专用席位买入3.75亿元并卖出2.53亿元，2家机构专用席位净买入1.52亿元，有3家机构专 用席位净卖出3.26亿元。 ...

近7个交易日内(2026年2月6日至2月12日)，骏亚科技股价区间涨跌幅为2.72%，振幅5.37%，最新收盘价 报14.72元(截至2月12日)。资金流向方面，2月12日主力资金净流出432.63万元，散户资金净流入432.63 万元。技术面显示，股价短期处于震荡区间，20日布林带压力位16.46元，支撑位13.70元。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势 经济观察网骏亚科技（603386）越南高多层线路板项目一期厂房于2026年2月9日实现主体结构封顶，标 志着公司海外产能建设取得关键进展。该项目定位为高多层及HDI产品的智能制造基地，旨在依托越南 区位优势拓展国际客户本地化需求，提升供应链抗风险能力。根据今日半导体的报道，项目将进入内部 装修与设备安装阶段，为后续产能投产奠定基础。 ...

东山精密：PCB+光模块共振，全面拥抱 AI 大趋势 元件 东山精密（002384.SZ） 证券研究报告/公司深度报告 2026 年 02 月 03 日 | 评级： | 买入（维持） | 公司盈利预测及估值 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | 分析师：王芳 | | 营业收入（百万元） | 33,651 | 36,770 | 41,858 | 64,796 | 79,996 | | | | 增长率 yoy% | 7% | 9% | 14% | 55% | 23% | | 执业证书编号：S0740521120002 | | 归母净利润（百万元） | 1,965 | 1,086 | 1,539 | 7,160 | 9,949 | | Email：wangfang02@zts.com.cn | | 增长率 yoy% | -17% | -45% | 42% | 365% | 39% | | | | 每股收益（元） | 1.07 ...

证券日报网讯 2月4日，强达电路在互动平台回答投资者提问时表示，公司持续关注行业动态，积极参 与行业交流，拟参展2026年第二届成都国防科技产业博览会。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the news is that Xingsen Technology's stock has experienced a decline of 5%, with a current price of 22.41 yuan per share and a total market capitalization of 38.09 billion yuan [1] - Xingsen Technology, established on March 18, 1999, and listed on June 18, 2010, primarily engages in PCB and semiconductor businesses, with revenue composition being 71.45% from PCB, 21.09% from IC packaging substrates, 4.29% from other sources, and 3.17% from semiconductor testing boards [1] Group 2 - According to data from the top ten holdings of funds, one fund under Renbao Asset holds a significant position in Xingsen Technology, with 28,600 shares representing 1.13% of the fund's net value, ranking as the ninth largest holding [2] - The Renbao Core Selected Mixed A Fund (022702) has a total scale of 5.49 million, with a year-to-date return of 5.74% and a cumulative return of 27.17% since inception [2] Group 3 - The fund manager of Renbao Core Selected Mixed A Fund is Liu Shikai, who has been in the position for 1 year and 137 days, overseeing assets totaling 2.114 billion yuan, with the best return during his tenure being 67.94% and the worst being -1.23% [3]

（来源：法治日报） 转自：法治日报 "我只是上个厕所 为什么需要向老板解释？ 老板是怀疑我'摸鱼'吗？" 1月26日 曾在北京一家互联网公司工作的 王女士告诉记者 她曾因上厕所离开岗位20分钟 被公司发邮件要求解释这段时间的去向 "我们这层楼只有一个公用厕所 有时要排队，也可能去其他楼层 20分钟我觉得也正常。" 工作时间上厕所本是人之常情 劳动争议案件时有发生 近期就有几个法院审理 并宣判了此类案件 上班期间因如厕 短暂休息等原因离岗 能否成为公司解雇的理由？ "合理生理需求"与"摸鱼" "违纪脱岗"的边界在哪里？ 一起来看 然而记者注意到 员工因如厕离岗被解雇的 案例二 李某是北京一家食品公司的消防中控员，2022年11月值班期间因腹痛如厕3分钟，公司以"工作时间擅自 离岗，违反规章制度"为由将其解雇。李某认为，自己的离岗行为并不违反公司纪律，公司解除劳动关 系的行为违法，要求公司支付违法解除赔偿金。 法院判决 北京市顺义区人民法院审理认为，李某脱岗理由正当、时间短暂，属正常生理现象，且微信记录显示其 曾多次联系同事顶岗，已经尽量避免脱岗行为发生，不存在故意或重大过失。最终，法院判决公司支付 李某违法解除 ...

Group 1 - The company expects to turn a profit in the fiscal year 2025, with the performance forecast period from January 1, 2025, to December 31, 2025 [1] - The company has communicated with its auditing firm regarding the performance forecast, and there are no discrepancies between the company and the auditors [1][3] - The main reasons for the performance changes include stable revenue growth due to industry recovery, with specific impacts from the FCBGA packaging substrate business and the high-layer PCB business [3] Group 2 - The FCBGA packaging substrate business has not yet achieved mass production, resulting in a financial drag with an annual expense of approximately 660 million yuan, although sample order quantities have significantly increased year-on-year [3] - The high-layer PCB business incurred a loss of about 100 million yuan for the year, but quarterly losses have been narrowing, nearing breakeven in the fourth quarter [3] - Other financial impacts include interest expenses from convertible bonds of approximately 17 million yuan, a fair value loss of about 38 million yuan from equity redemption rights, and an increase in income tax expenses of about 36 million yuan due to high-tech enterprise certification [4] Group 3 - The total impact on the company's net profit attributable to shareholders is approximately 100 million yuan [5] - The company has not identified any significant uncertainties affecting the accuracy of the performance forecast as of the announcement date [6]

Group 1 - A new wave of price increases in the global chip industry has emerged, with Samsung Electronics raising LPDDR memory prices for iPhones by over 80% and SK Hynix by nearly 100%. Domestic companies like Zhongwei Semiconductor and Guokewai have also announced price hikes of 15%-50% and 40%-80% respectively for their products [2] - Guotai Junan forecasts a net profit of 27.533 billion to 28.006 billion yuan for 2025, representing a year-on-year growth of 111%-115%. Shenwan Hongyuan expects a net profit of approximately 9.1 billion to 10.1 billion yuan, with a growth of 74.64%-93.83% [2] - Anta Sports has signed an agreement to acquire a 29.06% stake in German sports brand Puma for 1.506 billion euros (approximately 12.28 billion yuan), which will make Anta the largest single shareholder of Puma if the transaction is completed [2] Group 2 - Micron Technology announced a $24 billion investment to build a new memory chip manufacturing facility in Singapore, aiming to meet the growing demand for NAND storage chips in AI and data center applications, with production expected to start in the second half of 2028 [3] - Corning has secured a procurement order worth up to $6 billion from Meta for optical cables, primarily for AI data center construction, further solidifying its market position in fiber optic communications [3] Group 3 - Pizaihuang's controlling shareholder, Jiulongjiang Group, plans to increase its stake in the company by investing between 300 million and 500 million yuan from February 1 to July 31, demonstrating confidence in the company's future development [5] - Hengrui Medicine's drug HRS-5346 has been included in the list of breakthrough therapies, which will accelerate its research and approval process, positively impacting the company's innovative drug pipeline [5] - Shennan Circuit expects a net profit increase of 68%-78% for 2025, driven by sufficient orders, high capacity utilization, and improved profitability from product structure optimization [5] - Zhongjin Gold anticipates a net profit increase of 41.76%-59.48% for 2025, influenced by rising gold prices and increased mineral gold production [5] Group 4 - Ganfeng Lithium expects a net profit of 1.1 billion to 1.65 billion yuan for 2025, turning a profit compared to previous losses, with a fair value change gain of approximately 1.03 billion yuan from its holdings in Pilbara Minerals Limited [6] - Wanda Film forecasts a net profit of approximately 480 million to 550 million yuan for 2025, achieving profitability due to the recovery of the domestic film market and improved operational efficiency [6] Group 5 - Samsung Electronics plans to produce 1 million units of the Galaxy Wide Fold smartphone, targeting competition with Apple's potential foldable products [11] - SK Hynix's market capitalization has surpassed $400 billion due to surging demand for high-bandwidth memory (HBM), with the company considering establishing an AI investment department in the U.S. [11] - Toyota is recalling approximately 162,000 Tundra vehicles in the U.S. due to multimedia display screen issues, while also facing a 9% decline in new car registrations in the EU [11] - LG Energy will supply batteries for Tesla's humanoid robots, marking its expansion into non-automotive applications in the power battery sector [11]

Core Viewpoint - The recent performance forecast for Jinbai Ze (301041) indicates a decline in net profit attributable to shareholders, which is seen as a temporary phase during the company's business upgrade process rather than a long-term trend [1][3] Group 1: Market Environment and Cost Factors - The increase in key raw material prices during the 2025 reporting period is a common industry issue, significantly impacting the cost structure of Jinbai Ze's mid-to-high-end products [1] - International precious metal prices have remained high, leading to increased costs for major raw materials such as gold salt, copper balls, and tin bars, which complicates the cost structure due to the demand for diverse, small-batch, and specialty materials [1] Group 2: Company Strategy and Investment - The profit fluctuations are attributed to proactive capability investments, with Jinbai Ze focusing on building its new business structure, including innovation services and digital platforms, which are currently in a ramp-up phase [2] - The company is enhancing its engineering capabilities from a "manufacturing experience-driven" model to a "manufacturing + service + platform" model, aiming to shorten the cycle from R&D validation to engineering delivery [2] - This shift in business model requires upfront investment, with benefits expected to materialize in the long term as demand in sectors like AI hardware and low-altitude economy grows [2] Group 3: Long-term Outlook - Market analysts believe that the current performance pressure on Jinbai Ze reflects the transitional phase of business model migration and capability upgrades, with expectations for improved operational performance and scalability in future industry cycles [3]