Market Overview - The Jiangsu state-owned enterprise reform sector experienced a decline of 0.69% compared to the previous trading day, with Xingfu Blue Ocean leading the drop [1] - The Shanghai Composite Index closed at 4134.02, up 0.05%, while the Shenzhen Component Index closed at 14283.0, up 0.86% [1] Stock Performance - Notable gainers in the Jiangsu state-owned enterprise reform sector included: - *ST Jinling (300091): Closed at 3.10, up 11.11% with a trading volume of 611,800 shares and a turnover of 193 million yuan [1] - Huami Environmental (600475): Closed at 20.82, up 2.71% with a trading volume of 143,700 shares and a turnover of 299 million yuan [1] - Taiji Industry (600667): Closed at 9.67, up 2.44% with a trading volume of 1,258,500 shares and a turnover of 1.208 billion yuan [1] Capital Flow - The Jiangsu state-owned enterprise reform sector saw a net outflow of 416 million yuan from institutional investors, while retail investors experienced a net inflow of 289 million yuan [2] - The capital flow for specific stocks showed: - Taiji Industry (600667): Net inflow from institutional investors was 10.8 million yuan, while retail investors had a net outflow of 108 million yuan [3] - Dagang Co. (002077): Net inflow from institutional investors was 30.26 million yuan, with retail investors experiencing a net outflow of 28.06 million yuan [3]

Core Insights - The semiconductor cleanroom industry is experiencing rapid growth driven by advancements in cloud computing, IoT, big data, 5G/6G, AI, and digitalization, with the market expected to reach 195.06 billion yuan by 2025, reflecting a year-on-year growth of 14.7% [1][9]. Industry Overview - Cleanrooms are designed to eliminate micro-particles, harmful gases, and bacteria, maintaining specific cleanliness levels essential for semiconductor manufacturing [2]. - The semiconductor cleanroom is a critical component in chip manufacturing, aimed at controlling contamination that affects yield and reliability [3]. Market Barriers - The semiconductor cleanroom industry has high entry barriers due to the significant investment required and the critical nature of cleanroom systems in production processes, where instability can lead to substantial losses for clients [5][6]. - Companies with extensive project experience and a strong brand reputation are preferred by clients, making it difficult for new entrants to gain recognition [6]. Market Policies - The Chinese government has prioritized the self-sufficiency of the semiconductor industry, implementing various supportive policies to promote its development, which also benefits the cleanroom sector [6][7]. Industry Chain - The upstream of the cleanroom industry includes materials and equipment essential for cleanroom systems, while the midstream involves design and construction, and the downstream caters to semiconductor manufacturing processes [7]. Current Development - The semiconductor industry is projected to reach a market size of 211.5 billion USD by 2025, accounting for 29.42% of the global market, providing significant growth opportunities for the cleanroom sector [7]. Competitive Landscape - The cleanroom industry is characterized by a fragmented market with many small players, while a few companies like 柏诚股份 (Borch) and 亚翔集成 (Yaxiang) dominate the high-end market due to their technical expertise and project experience [10][11]. Development Trends - Continuous technological upgrades are necessary to meet the stringent requirements of advanced semiconductor processes, focusing on molecular-level contamination control and high-precision environmental regulation [12]. - The industry is moving towards green and intelligent solutions, integrating energy-saving technologies and smart management systems to enhance operational efficiency [13]. - The push for domestic substitution in the semiconductor industry is expected to strengthen collaboration across the supply chain, enhancing the competitiveness of local firms in critical components [14].

Group 1: Major Announcements - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in New H3C and for other projects [2] - Zhongwei Semiconductor intends to establish an IPM production line project in Ziyang, Sichuan, using 1.21 billion yuan of leftover IPO funds [2] - Kaiying Network has signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [2] Group 2: Project Developments - Blue Ocean Huaten plans to invest 8 million yuan in Wanren Technology to support its daily operations and AI project development [4] - Yuedian Power A has successfully put into operation the expansion project of the Huizhou Power Plant, which includes two 1000MW units [7] - Longmag Technology intends to raise up to 760 million yuan for its second phase project in Vietnam and chip inductor manufacturing [8] Group 3: Financial Performance - Top Group expects a net profit of 2.6 billion to 2.9 billion yuan for 2025, a decrease of 3.35% to 13.35% year-on-year due to rising raw material costs and increased market competition [20] - Jingchen Technology reported a net profit of 871 million yuan for 2025, a 6% increase year-on-year, with record high sales of over 174 million chips [21] - Guodian Xintong's net profit for 2025 is projected at 678 million yuan, a decline of 16.91% year-on-year, primarily due to increased credit impairment losses and tax expenses [22] Group 4: Shareholder Actions - Jieshun Technology's actual controller plans to reduce holdings by up to 2.8% of the company's shares [27] - Lihexing's controlling shareholder and concerted actors plan to collectively reduce their holdings by up to 1% [27] - Kory Technology's shareholders plan to reduce their holdings by a total of up to 3.13% [29] Group 5: Stock Buybacks - Quzhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan, with a maximum price of 6.48 yuan per share [30]

Group 1 - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in H3C and for other projects [1] - Dawi Technology's Zhangbei data center project will not involve computing power leasing and is expected to have minimal revenue contribution in 2025 [2] - Kaixin Network's subsidiary signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [3] Group 2 - Newray plans to acquire a 70% stake in PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position [4] - Shangwei New Materials' embodied intelligent robot business is still in the product development stage and has not yet generated revenue [5] - Lanshi Heavy Industry's deputy general manager is under investigation for suspected violations, but the company's operations remain unaffected [6] Group 3 - Tianji Technology is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations are normal [8] - Top Group expects a net profit decline of 3% to 13% in 2025, despite revenue growth of 8.08% to 14.10% [9] - Shoulu Hotel's subsidiary plans to invest 281 million yuan in a new hotel property project, expected to enhance its business scale and profitability [10] Group 4 - Pingzhi Information plans to raise no more than 1 billion yuan for the construction of a domestic intelligent computing center [11] - Dongfang Guoxin's Inner Mongolia intelligent computing center project has been partially completed, contributing a small revenue share [12] - Zhongwei Semiconductor intends to allocate 1 billion yuan of surplus fundraising for a new investment project [13] Group 5 - Guolin Technology plans to issue up to 16.5 million shares, which will increase its total share capital to 201 million shares [14] - Dabeinong reported a 22.71% year-on-year increase in pig sales in January [15] - Qiu Tai Technology sold 41.48 million mobile camera modules in January, a 19.5% year-on-year increase [19]

Group 1 - Unisplendour Corporation has decided to terminate its plan to issue H-shares and list on the Hong Kong Stock Exchange due to strategic development considerations [2] - Yuandong Biotech is participating in a follow-up procurement for 13 products, with expected sales revenue of approximately 651 million yuan in 2024, accounting for 48.25% of total revenue [3] - Blue Lithium has terminated its participation in the GreenMei Indonesia project due to strategic adjustments by GreenMei, with no significant impact on its operations [4] Group 2 - Jinhaitong plans to invest up to 400 million yuan in the construction of a semiconductor equipment manufacturing center in Shanghai, covering an area of 55,000 square meters [5] - Kaiying Network's subsidiary has signed a settlement agreement with Legend IP, which is expected to positively impact profits by approximately 200 million yuan [6] - Newray plans to acquire 70% of PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position in the PCB tool sector [7] Group 3 - Longbai Group intends to acquire a 5.46% stake in Yunnan Guotai for 234 million yuan [8] - Dawi Technology's Zhangbei data center project is set to be completed by October 2025, primarily providing customized standard data center environments [9] Group 4 - Guobang Electronics reported a net profit of 508 million yuan for 2025, a year-on-year increase of 4.72%, despite a revenue decline of 7.92% [11] - Daotong Technology achieved a net profit of 935 million yuan in 2025, reflecting a significant year-on-year growth of 45.89% [12] - Jingchen Co. reported a net profit of 871 million yuan for 2025, with a growth of 6% year-on-year [13] Group 5 - Qizhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan to implement an employee stock ownership plan [17] - Keri Technology's shareholders plan to reduce their holdings by a total of up to 3.13% of the company's shares [19] Group 6 - Roman Co. signed a 260 million yuan contract for a wind power project, with the company’s share of the contract amounting to approximately 190 million yuan [21] - Zhongke Haixun is expected to win projects totaling approximately 288 million yuan [22] - Shan Jian Co. won four construction projects with a total value of 4.834 billion yuan [23]

股票代码：600667 股票简称：太极实业 2026 年第一次临时股东会 会议资料 二〇二六年二月 网络投票时间：采用上海证券交易所网络投票系统，通过交易系统投票平台的投 票时间为股东会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00； 通过互联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 现场会议地点：无锡市梁溪区兴源北路 401 号北创科技大厦 26 楼太极实业公司 会议室 一、会议开始 二、通过本次会议议程及表决办法 三、审议议案 | 序号 | 议案名称 | | --- | --- | | 1 | 关于变更注册资本并修订《公司章程》的议案 | | 2 | 关于制定《董事及高级管理人员薪酬管理办法》的议案 | | 3 | 关于子公司海太半导体2025年度日常关联交易执行情况及2026年度日常 | | | 关联交易预计的议案 | 四、股东发言及公司董事、高级管理人员回答股东提问 股东会议程 现场会议时间：2026 年 2 月 27 日 14:30 五、投票表决 六、宣布会议表决结果 2 / 9 议案 1、 关于变更注册资本并修订《公司章程》的议案 ...

Core Viewpoint - Taiji Industry announced that its subsidiary, the Eleventh Design and Research Institute of Information Industry, in partnership with Shanghai Construction Fourth Engineering Group, has been tentatively awarded the contract for the Huahong Semiconductor FAB9B project in Wuxi [1] Group 1 - The announcement was made on February 11, 2026, regarding the project bid results [1] - The joint venture has received a notification confirming their status as the winning bidder for the project [1] - The project is associated with Huahong Semiconductor (Wuxi) Co., Ltd., indicating a significant opportunity in the semiconductor industry [1]

证券代码：600667 证券简称：太极实业 公告编号：临 2026-009 无锡市太极实业股份有限公司 6、中标质量：合格。 二、联合体内部职责分工 关于子公司十一科技中标重大项目工程的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 无锡市太极实业股份有限公司（以下简称"公司"）于 2026 年 2 月 6 日发 布《关于子公司十一科技项目预中标公示的提示性公告》（公告编号：临 2026-007）， 子公司信息产业电子第十一设计研究院科技工程股份有限公司（以下简称"十一 科技"）与上海建工四建集团有限公司（以下简称"上海四建"）组成的联合体 为华虹宏力半导体（无锡）有限公司的华虹 FAB9B 项目工程总承包（以下简称 "项目"）拟确定中标人。近日，十一科技收到招标人华虹宏力半导体（无锡） 有限公司和招标代理机构上海机电设备招标有限公司发来的《中标通知书》，确 认联合体为项目的中标单位。现将中标情况公告如下： 一、中标项目概况 1、招标人：华虹宏力半导体（无锡）有限公司； 2、工程名称：华虹 FAB9B 项目工程总承包； ...

根据《联合体协议书》约定的分工，预计十一科技合同工作量占比为98.46%，对应金额约为37.19亿 元。以上金额占比仅为初步估算数据，最终实际金额以签订的正式合同为准。 格隆汇2月11日丨太极实业(600667.SH)公布，公司子公司信息产业电子第十一设计研究院科技工程股份 有限公司（简称"十一科技"）与上海建工四建集团有限公司（简称"上海四建"）组成的联合体为华虹宏 力半导体（无锡）有限公司的华虹FAB9B项目工程总承包（简称"项目"）拟确定中标人。近日，十一科 技收到招标人华虹宏力半导体（无锡）有限公司和招标代理机构上海机电设备招标有限公司发来的《中 标通知书》，确认联合体为项目的中标单位，中标价37.78亿元。 ...

太极实业2月11日公告，子公司十一科技与上海建工四建集团有限公司组成的联合体为华虹宏力半导体 （无锡）有限公司的华虹FAB9B项目工程总承包拟确定中标人。近日，十一科技收到招标人华虹宏力 半导体（无锡）有限公司和招标代理机构上海机电设备招标有限公司发来的《中标通知书》，确认联合 体为项目的中标单位。中标价为37.78亿元，工期为350天。根据《联合体协议书》约定的分工，预计十 一科技合同工作量占比为98.46%，对应金额约为37.19亿元。本项目的中标体现了十一科技在国内集成 电路产业工程领域的EPC领先地位。如能签订正式合同，因项目存在跨年实施，且受合同签订时间、开 工日期及实施进度影响，对公司2026年度业绩的影响存在不确定性。 ...