深圳市优必选科技股份有限公司(以下简称"优必选")承诺在本次收购完成后36个月内，不存在向上市公 司注入其所持有资产的计划。 格隆汇2月6日丨锋龙股份(002931.SZ)发布股票交易异常波动暨风险提示公告，公司股票交易已累积极 大交易风险：目前，公司股票价格已严重脱离公司基本面情况，存在市场情绪过热、非理性炒作风险。 公司股票自2025年12月25日至2026年2月5日期间价格涨幅为491.97%，期间多次触及股票交易异常波动 情形，公司股票短期内价格涨幅巨大，已累积极大交易风险，远超市场走势，存在股价快速下跌的风 险。 公司已就近期股票交易异常波动情况分别于2026年1月14日、2026年1月26日开市起停牌核查，并分别于 2026年1月19日、2026年2月2日公告核查结果并复牌。如未来公司股票价格进一步异常上涨，公司可能 再次向深圳证券交易所申请停牌核查。 截至目前，公司不涉及人形机器人业务，预计未来12个月内，公司主营业务不会发生重大变化：截至目 前，公司不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生 产和销售，未发生重大变化，公司市场环境或行业政策未发生重大调整 ...

Group 1 - The company's stock has experienced a significant price increase of 491.97% from December 25, 2025, to February 5, 2026, leading to substantial trading risks due to market sentiment and irrational speculation [1] - The company has faced multiple instances of abnormal trading fluctuations, prompting it to suspend trading for verification on January 14 and January 26, 2026, with announcements of the verification results on January 19 and February 2, 2026 [1] - The company may apply for further trading suspensions if its stock price experiences additional abnormal increases in the future [1] Group 2 - Currently, the company is not involved in humanoid robot business and expects no significant changes in its main operations over the next 12 months, which focus on the research, production, and sales of garden machinery parts, automotive parts, and hydraulic parts [2] - The market environment and industry policies have not undergone significant adjustments, supporting the expectation of stability in the company's main business activities [2]

Core Viewpoint - The company has announced that its stock trading has experienced abnormal fluctuations, indicating a significant detachment from its fundamental value, which poses risks of market sentiment overheating and irrational speculation [2] Summary by Relevant Sections Stock Performance - The company's price-to-earnings (P/E) ratio and price-to-book (P/B) ratio are significantly higher than the industry average, accumulating substantial trading risks and potential for rapid stock price declines in the future [2] Trading Suspension - The company has suspended trading for verification on January 14, 2026, and January 26, 2026, with announcements regarding the verification results on January 19, 2026, and February 2, 2026, respectively [2] Business Operations - Currently, the company does not engage in humanoid robotics; its main business remains focused on the research, production, and sales of garden machinery parts, automotive parts, and hydraulic components, with no significant changes expected in the next 12 months [2]

证券日报网讯2月3日，锋龙股份（002931）在互动平台回答投资者提问时表示，预计未来12个月内，公 司主营业务不会发生重大变化，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产 和销售，未发生重大变化，公司市场环境或行业政策未发生重大调整。 ...

Core Viewpoint - The stock price of Fenglong Co., Ltd. skyrocketed, achieving a remarkable increase of 405.74% in just 17 trading days, leading to a trading suspension for regulatory review [1][4][11] Group 1: Stock Performance - Fenglong Co., Ltd. experienced a rapid increase in stock price, reaching 17 consecutive daily limits, with a price increase of over four times [1] - The stock's trading volume surged to 3.846 billion yuan on the last trading day before suspension, indicating intense speculative trading [4][8] - The static price-to-earnings ratio exceeded 4700 times, significantly higher than the industry average of approximately 45 times, indicating a substantial valuation bubble [8] Group 2: Market Dynamics - The surge in Fenglong's stock price was triggered by rumors of a potential acquisition by a prominent company, UBTECH, which fueled speculation about asset injection [3][4] - The company was characterized as a small-cap firm with traditional business operations, making it an attractive target for speculative trading [3][4] - The trading frenzy attracted both smart money and retail investors, leading to a self-reinforcing cycle of price increases [4][9] Group 3: Regulatory Response - The Shenzhen Stock Exchange intervened due to abnormal trading fluctuations, leading to a suspension for investigation [4][5] - During the suspension, the company was required to verify trading activities and media reports, which culminated in a clarifying announcement before resuming trading [5][7] - The announcement indicated that there were no plans for asset injection from UBTECH within the next 36 months, dampening speculative enthusiasm [7][9] Group 4: Future Outlook - Following the resumption of trading, the market sentiment shifted from extreme enthusiasm to a more complex and divided outlook among investors [9][11] - The potential for profit-taking by early investors could exert downward pressure on the stock price, as many had significant unrealized gains [8][9] - The company warned that any further abnormal price fluctuations could lead to another trading suspension, adding a layer of caution to future trading [11]

2026.02. 01 本文字数：1599，阅读时长大约3分钟 2月1日晚，嘉美包装（002969）、锋龙股份（002931）发布公告称，停牌核查结束，明日复牌。 图片来源：东方财富 图片来源：公 司公告 对于公司易主事项，嘉美包装核查后表示，苏州逐越鸿智科技发展合伙企业（有限合伙）（简称"逐 越鸿智"）承诺在取得上市公司控制权后的36个月内，不会对上市公司进行资产注入。 本次控制权变更事项尚无实质性进展，存在收购方并购贷款无法审批通过的风险。收购方逐越鸿智参 与本次收购的资金来源为自有资金及自筹资金，截至目前，自筹资金尚在申请中，是否可以申请成功 尚存在不确定性。 就停牌核查结果来看，嘉美包装明确表示，公司不涉及机器人、扫地机器人相关业务；锋龙股份亦表 示，公司不涉及人形机器人业务，且优必选承诺36个月内不注入资产。 回溯来看，嘉美包装股票自2025年12月17日至2026年1月23日期间价格涨幅为408.11%；锋龙股 份股票自2025年12月25日至2026年1月23日已连续17个交易日涨停，价格涨幅为405.74%，均 多次触及股票交易异常波动情形。经公司向深交所申请，嘉美包装、锋龙股份股票均自1月2 ...

Group 1 - The core point of the article is that Fenglong Co., Ltd. has completed its investigation regarding stock trading fluctuations and will resume trading on February 2, following a suspension that began on January 26 due to abnormal trading activity [1] - The company’s stock experienced a significant increase, with a price rise of 405.74% over 17 consecutive trading days from December 25, 2025, to January 23, 2026, leading to concerns about trading risks [1] - Fenglong Co., Ltd. confirmed that it has no plans to inject assets from UBTECH within 36 months post-acquisition and will continue to focus on its main business areas, which include the research, production, and sales of garden machinery parts, automotive parts, and hydraulic components [1] Group 2 - The company stated that there have been no significant changes in its production operations or the market environment, and it does not anticipate major changes in its main business over the next 12 months [1]

Core Viewpoint - Both Jiamei Packaging and Fenglong Co., Ltd. have clarified their business operations and confirmed that they do not engage in robotics-related activities, addressing market concerns following their stock suspension for verification [3][4][8]. Group 1: Jiamei Packaging - Jiamei Packaging has stated that it does not involve itself in robotics or robotic vacuum cleaner businesses, with its main operations focused on the research, design, production, and sales of food and beverage packaging containers, as well as beverage filling services [4]. - The company has reported a significant stock price increase of 408.11% from December 17, 2025, to January 23, 2026, leading to its suspension on January 26, 2026, due to abnormal trading fluctuations [3]. - Jiamei Packaging anticipates a notable decline in its operating performance for 2025, projecting a net profit of between 85.44 million and 104.42 million yuan, representing a year-on-year decrease of 43.02% to 53.38% [7]. Group 2: Fenglong Co., Ltd. - Fenglong Co., Ltd. has also clarified that it does not engage in humanoid robotics, with its primary business remaining in the research, production, and sales of garden machinery parts, automotive parts, and hydraulic components [11]. - The company has experienced a stock price increase of 405.74% from December 25, 2025, to January 23, 2026, and has been suspended from trading since January 26, 2026, due to similar trading anomalies [3]. - Fenglong Co., Ltd. has received a commitment from its new controlling shareholder, UBTECH, that there will be no asset injection into the company within 36 months following the acquisition [8][10].

Major Events - Fenglong Co., Ltd. announced that Yubisheng committed not to inject assets into the company within 36 months after the acquisition, and the company's stock will resume trading on February 2, 2026 [1] - Jiamei Packaging's stock will resume trading on February 2, 2026, after a 408.11% price increase during the suspension period, with expected net profit for 2025 projected to decline by 53.38% to 43.02% year-on-year [2] - Hongbaoli clarified that it does not produce propylene oxide products, and its subsidiary's project has entered the pre-production preparation stage [3] Tax Policy Impact - China Telecom, China Unicom, and China Mobile announced that the VAT rate for certain telecom services will increase from 6% to 9% starting January 1, 2026, which will impact their revenues and profits [4][5][6][7] Investment and Financing - Aoshikang plans to invest 1.82 billion yuan in a high-end printed circuit board project, with a total investment of 1.82 billion yuan expected to enhance product competitiveness [8] - Huada Zhizao intends to acquire 100% equity of two companies for a total price of 365.7 million yuan, aiming to integrate advanced technology platforms [8] - Yanzhou Coal Mining announced the public transfer of 100% equity of its subsidiary at a base price of 670 million yuan, which may significantly impact its 2026 net profit [9] Operational Updates - Tiandi Online confirmed that its operations are normal and there are no undisclosed significant matters, despite a stock price fluctuation exceeding 20% [10] - Hunan Gold reported abnormal stock trading and is in the process of acquiring two companies, pending multiple approvals [11] - ST United's review of its acquisition proposal has been suspended due to outdated financial documents [12][13] - Fushikong's actual controller has been placed under detention, but the company's operations remain normal [14] Performance Reports - Leshan Electric Power reported a 6.24% increase in revenue for 2025, with net profit growing by 3.68% [15] - Sairisi's January car sales reached 45,900 units, a year-on-year increase of 104.85% [16] Contracts and Agreements - Jerry Holdings signed a contract worth approximately 1.82 billion yuan for gas turbine generator sets for a data center [17] - Fulongma pre-won four sanitation service projects in January, with a total first-year service fee of 83.54 million yuan [18] Share Buybacks - GoerTek increased its share buyback fund to between 1 billion and 1.5 billion yuan, having already repurchased shares worth 950 million yuan [19] - Quzhou Dongfeng's controlling shareholder proposed a share buyback of 50 million to 100 million yuan for employee stock ownership plans [20]

锋龙股份(002931.SZ)公告称， 近日收到优必选关于本次交易的进一步承诺，承诺在收购完成后36个月内，不存在向上市公司注入其持有资产的计 划。 本次交易尚需履行多项程序，存在不确定性。停牌期间，公司就股票交易波动情况进行了核查。目前，相关核查工作已完成，公司股票自2月2 日起复牌。 锋龙股份、嘉美包装两只牛股今日双双公告称，明起复牌。 公告还称，公司不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售，未发生重大变化，预计未 来12个月内主营业务不会发生重大变化。公司股票价格已严重脱离基本面，市盈率和市净率显著高于行业平均水平，存在市场情绪过热、非理性炒 作风险，未来可能存在股价快速下跌的风险。 值得注意的是，锋龙股份停牌前录得18连板，股价逼近百元关口再创新高 ，最新市值达217亿元。 | 23.17 | | 所属行业:轻工制造+1.09% > | | | 查看所属板块 > | | | --- | --- | --- | --- | --- | --- | --- | | +1.82 +8.52% | | 包装印刷 | | 啤酒 | | | | | | +1.82 ...