| | | 【2月11日晚间重要公告摘要】 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | | 天汽模 | 拟购买东实股份60%股份 12日起复牌 | | 聚焦 | 平治信息 | 拟定增募资不超10亿元 用于国产智能算力中心建设项目 | | | 天际股份 | 因涉嫌信披违法违规 被证监会立案 | | | 微电生理业绩快报 | 2025年扣非净利润同比增长365.73% | | 业绩精选 | 晶晨股份业绩快报 | 2025年净利润8.71亿元 同比增长6% | | | 紫光股份 | 拟定增募资不超55.7亿元 用于收购新华三6.98%股权等项目 | | | 江钨装备 | 拟定增募资不超18.82亿元 用于收购江硬公司等事项 | | 定增&重细 | 龙磁科技 | 拟定增募资不超7.6亿元 | | | 宝地矿业 | 拟6.85亿元购买葱岭能源87%股权 并募集不超过5.6亿元配套资金 | | | 福赛科技 | 拟定增募资不超9.6亿元 | | | 恺英网络 | 上海恺英与传奇IP签订和解协议 预计对公司本期利润产生约2亿元正向影响 | | | *ST节能 | 公司变更为无控股股 ...

【导读】天汽模拟购买东实股份60%股份，自2月12日开市起复牌 | 序号 | 股东名称 | 认缴出资额 (万元) | 出资比例 | | --- | --- | --- | --- | | 1 | 德盛拾陆号企业管理(天津)合伙企业(有限合伙) | 10.800.00 | 60.00% | | 2 | 天津汽车模具股份有限公司 | 4,500.00 | 25.00% | | ਤੇ | 十堰产业投资集团有限公司 | 1.854.00 | 10.30% | | ব | 东风资产管理有限公司 | 846.00 | 4 70% | | | 合计 | 18,000.00 | 100.00% | 2月11日晚间，天汽模发布交易预案称，公司拟通过发行股份及支付现金的方式购买东实汽车科技集团 股份有限公司（以下简称东实股份）60%的股份，并募集配套资金，预计构成重大资产重组。 东实股份是国内较少同时为商用车和乘用车进行大规模配套的汽车零部件专业生产厂商。交易预案显 示，天汽模拟通过此次交易，打造汽车零部件领域的龙头企业。 天汽模针对上述交易自2月6日开市起停牌，计划自2月12日开市起复牌。2月5日收盘，天汽模股价报 7.53元 ...

【导读】天汽模拟购买东实股份60%股份，自2月12日开市起复牌 2月11日晚间，天汽模（002510）发布交易预案称，公司拟通过发行股份及支付现金的方式购买东实汽 车科技集团股份有限公司（以下简称东实股份）60%的股份，并募集配套资金，预计构成重大资产重 组。 东实股份是国内较少同时为商用车和乘用车进行大规模配套的汽车零部件专业生产厂商。交易预案显 示，天汽模拟通过此次交易，打造汽车零部件领域的龙头企业。 天汽模针对上述交易自2月6日开市起停牌，计划自2月12日开市起复牌。2月5日收盘，天汽模股价报 7.53元/股，涨幅达2.59%，总市值为76.44亿元。 明确拟收购标的公司股份比例 交易对方将成为持股5%以上股东 天汽模此前公告称，公司拟购买东实股份的股份，初步确定的交易对方为德盛拾陆号企业管理（天津） 合伙企业（有限合伙）（以下简称德盛16号）。 如今，天汽模在交易预案中表示，公司拟购买东实股份60%的股份，确定的交易对方是德盛16号。 股权穿透可见，东实股份的股东为德盛16号、天汽模、十堰产业投资集团有限公司、东风资产管理有限 公司，持股比例分别为60%、25%、10.30%、4.70%。 | 序号 ...

Core Viewpoint - Tianqi Mould (002510) is making significant progress in a major asset restructuring plan, involving the acquisition of a stake in Dongshi Automotive Technology Group Co., Ltd. through a combination of share issuance and cash payment [5][6]. Group 1: Acquisition Details - The company plans to acquire a 50% stake in Dongshi from its current shareholder, Desheng 16, through a phased cash purchase, aiming to gain control over Dongshi, which it currently holds a 25% stake in [6][9]. - The transaction is expected to be classified as a major asset restructuring and related party transaction, but it will not constitute a restructuring listing [5][6]. Group 2: Company Background - Tianqi Mould specializes in the design and manufacturing of automotive moulds and complete vehicle process equipment, being the largest global producer of automotive covering moulds, serving numerous well-known domestic and international automotive manufacturers [9]. - Dongshi is a large group engaged in the research, manufacturing, and sales of automotive parts, with a comprehensive product range and a strong market presence, including joint ventures with global automotive parts companies [12][13]. Group 3: Recent Developments - Tianqi Mould's stock will be suspended from trading starting February 6, with plans to disclose the transaction details within 10 trading days, by March 2 [5]. - The company recently underwent a change in control, with the state-owned Xinjiang Jianda Fanyu Investment Fund becoming the new controlling shareholder, marking a transition from private to state-owned control [15][19].

【导读】天汽模拟购买东实股份股权并募集配套资金 2月5日晚间，天汽模（证券代码：002510）发布公告称，正在筹划通过发行股份及支付现金的方式购买东实汽车科技集团股份有限公司（以下简称东实股 份）股权并募集配套资金。 本次交易预计构成重大资产重组和关联交易。经公司申请，股票自2月6日（星期五）开市起停牌，预计在不超过10个交易日内披露本次交易方案，最晚于 3月2日复牌。 天汽模与东实股份同属汽车产业链，前者主营汽车车身覆盖件模具及其配套产品的研发、设计、生产与销售等，客户包括特斯拉、比亚迪等新能源车企； 后者是国内为数不多的同时为商用车和乘用车进行大规模配套的汽车零部件专业生产厂商，曾冲击A股上市未果。 市场解读认为，收购东实股份后，天汽模可打通从模具设计到零部件生产的全链条服务，增强对整车厂的议价能力。 推进收购东实股份股权 根据公告，天汽模与东实股份主要股东德盛16号签署了《停牌意向协议》，约定公司通过发行股份及支付现金的方式购买其持有的标的公司股权，最终价 格由交易各方协商确定。 天汽模提示称，目前本次交易尚处于筹划阶段，交易双方尚未签署正式的交易协议，具体交易方案仍在商讨论证中，尚存在不确定性。 记者 ...

【导读】天汽模拟购买东实股份股权并募集配套资金 天汽模提示称，目前本次交易尚处于筹划阶段，交易双方尚未签署正式的交易协议，具体交易方案仍在商讨论证中，尚存在不确定性。 记者注意到，早在2025年4月9日，天汽模就曾发布公告称，与德盛16号签署了《股权收购意向协议》，公司拟以现金方式分步收购其持有的东实股份50% 的股权。本次交易完成后，天汽模将合计持有东实股份75%股份，东实股份将成为天汽模的控股子公司。本次交易预计构成重大资产重组。 2026年1月14日，天汽模发布进展公告称，截至公告披露日，上述交易前期所涉及的尽职调查、审计、评估等工作已基本完成，但因财务数据有效期要 求，公司与标的公司尚需进行数据更新。目前，公司与有关各方就交易细节、协议条款等事项持续进行磋商和审慎论证，交易相关方尚未签署正式协议。 这意味着，2月5日晚发布的公告，并非天汽模首次尝试推进相关收购，而是对前期交易方案的优化与重启。 2月5日晚间，天汽模（002510）（证券代码：002510）发布公告称，正在筹划通过发行股份及支付现金的方式购买东实汽车科技集团股份有限公司（以下 简称东实股份）股权并募集配套资金。 本次交易预计构成重大资产 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2026年1月31日 | | | | 狀態: 新提交 | | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | 公司名稱: | 爪哇控股有限公司 | | | | | | 呈交日期: | 2026年2月3日 | | | | | | I. 法定/註冊股本變動 | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | 證券代號 (如上市) | 00251 | 說明 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | 上月底結存 | | | 1,000,000,000 HKD | | 0.1 | HKD | 100,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | 0 | | ...

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.77 trillion yuan, a decrease of 701 billion yuan compared to the previous trading day [2] - A total of 3,716 stocks rose, while 1,560 stocks fell, indicating a generally positive market sentiment [2] Sector Performance - The semiconductor, aerospace and military, and humanoid robot sectors showed significant gains, with the semiconductor sector leading the way [2][10] - The financial sector, including securities and insurance, experienced declines, with notable losses [2] Notable Stocks in Aerospace and Military - The aerospace and military sector saw strong performance, with multiple stocks hitting the daily limit [4] - Key stocks included: - Aerospace South Lake: up 14.51% [5] - Aerospace Electric: up 10.01% [5] - Tianjian Technology: up 10.00% [5] - Tongyu Communication: up 10.00% [5] - The market capitalization of Aerospace South Lake reached 14.5 billion yuan [5] Humanoid Robot Sector - The humanoid robot sector was notably active, with several stocks hitting the daily limit: - Zhite New Materials: up 19.98% [9] - Nanjing Panda: up 10.02% [9] - Paise Lin: up 10.01% [9] - The sector's growth is attributed to advancements showcased at the upcoming CES event [9] Semiconductor Sector - The semiconductor sector rebounded, with the GPU index showing significant gains [10] - Key stocks included: - Haiguang Information: up over 10% [11] - Chipone: up 4.41% [11] - Semiconductor Manufacturing International Corporation: up 1.78% [11] Commercial Space Sector Developments - The commercial space sector is gaining momentum, with multiple stocks experiencing strong performance [4] - Star River Power announced plans for a commercial rocket launch, indicating ongoing investment in the sector [7] Price Adjustments in Photovoltaic Equipment - Recent data indicated a significant price increase for TOPCon distributed components, with prices rising to 0.82-0.86 yuan per watt [12] - This price adjustment is expected to influence other component manufacturers to raise their prices as well [12]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.09%, while the Shenzhen Component and ChiNext Index fell by 0.2% and 0.52% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.77 trillion yuan, a decrease of 701 billion yuan compared to the previous trading day [2] Sector Performance - The semiconductor, aerospace, and humanoid robot sectors saw significant gains, while the financial sector, including securities and insurance, experienced declines [2] Aerospace Sector - The commercial aerospace concept sector strengthened, with multiple stocks hitting the daily limit. Notable performers included Aerospace South Lake, which surged by 14.51%, and several others with gains exceeding 6% [3] - Key stocks in this sector included: - Aerospace South Lake (涨14.51%, 市值145亿) - Aerospace Electric (涨10.01%, 市值287亿) - Tianjian Technology (涨10.00%, 市值45亿) - Tongyu Communication (涨10.00%, 市值300亿) - Aerospace Electronics (涨10.00%, 市值860亿) [4] Humanoid Robot Sector - The humanoid robot sector showed active performance, with stocks like Zhite New Materials hitting the daily limit with a 20% increase. Other notable stocks included Nanjing Panda and Pailin, both reaching their daily limit as well [7] - Key stocks in this sector included: - Zhite New Materials (涨19.98%, 市值95亿) - HeKang New Energy (涨12.02%, 市值79亿) - Nanjing Panda (涨10.02%, 市值135亿) [8] Semiconductor Sector - The semiconductor sector also saw a resurgence, with the GPU index leading the gains. Stocks such as Haiguang Information and Chipone experienced significant increases [9] - Key stocks in this sector included: - Haiguang Information (涨10.65%, 市值5729亿) - Moer Thread (涨7.20%, 市值3112亿) - Zhongxin International (涨1.78%, 市值6802亿) [10] Additional News - Star River Power Aerospace announced plans for the "Vesta-1" commercial launch vehicle mission, indicating ongoing developments in the aerospace sector [5] - China Aerospace Science and Technology Corporation increased its registered capital from 1 billion yuan to 1.396 billion yuan, marking a 39.6% increase [6] - The CES 2026 showcased advancements in humanoid robotics, with companies like Boston Dynamics and 1X Technologies unveiling new products [7]

截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 公司名稱: 爪哇控股有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00251 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | HKD | | 0.1 | HKD | | 100,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 1,000,000,000 | HKD | | 0.1 | HKD | | 100,000,000 | 本月底法定/註 ...