格隆汇2月5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（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"）组成联合体， 参与了华虹宏力半导体（无锡）有限公司的华虹FAB9B项目工程总承包（以下简称"项目"）的投标。根 据无锡市公共资源交易中心发布的《无锡市工程建设项目中标人公示（编号：WXXQ202601001- X01）》（https://ggzyjy.wuxi.gov.cn/doc/2026/02/03/4727873.shtml），十一科技、上海四建组成的联合 体为项目拟确定中标人，本次预中标项目投标报价为人民币37.78亿元，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，最终实际金额以确定中标后签订的正式合同为准。 ...

Group 1 - The advanced packaging index declined by 2% on February 4, with most constituent stocks experiencing a drop [1] - Taiji Industry fell by 4.53%, Shenzhen Technology decreased by 4.05%, Tongfu Microelectronics dropped by 3.36%, Fuman Micro fell by 2.82%, and Huatian Technology declined by 2.72% [1]

Core Insights - The engineering consulting services sector experienced a rise of 1.91% on February 3, with Shenzhen Ruijie leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Sector Performance - Shenzhen Ruijie (300977) closed at 25.20, with a significant increase of 6.92% and a trading volume of 39,900 shares, amounting to a transaction value of 97.39 million yuan [1] - Other notable performers included: - Company 300989, closing at 16.47, up 3.98% with a trading volume of 60,900 shares [1] - Huatu Shanding (300492) closed at 81.60, up 3.80% with a transaction value of 249 million yuan [1] - New City (300778) closed at 14.24, up 3.64% with a transaction value of 105 million yuan [1] Capital Flow - The engineering consulting services sector saw a net outflow of 34.60 million yuan from institutional investors, while retail investors experienced a net outflow of 4.22 million yuan [2] - Conversely, speculative funds recorded a net inflow of 38.83 million yuan [2] Individual Stock Capital Flow - Major capital flows included: - Taiji Industry (600667) with a net outflow of 31.35 million yuan from institutional investors and a net inflow of 35.56 million yuan from speculative funds [3] - Company 300989 had a net inflow of 20.92 million yuan from institutional investors [3] - Shenzhen Ruijie (300977) recorded a net inflow of 3.37 million yuan from speculative funds [3]

Market Overview - The engineering consulting services sector experienced a decline of 2.95% on February 2, with Tai Chi Industrial leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable gainers in the engineering consulting services sector included: - Shanshui Bide (300844) with a closing price of 43.52, up 4.14% [1] - Zhongda An (300635) at 14.38, up 1.91% [1] - Huatu Shanding (300492) at 78.61, up 1.67% [1] - Major decliners included: - Tai Chi Industrial (600667) at 10.10, down 9.98% [2] - Kansa Group (603458) at 10.55, down 7.86% [2] - Shenzhen Ruijie (300977) at 23.57, down 5.61% [2] Capital Flow - The engineering consulting services sector saw a net outflow of 775 million yuan from institutional investors, while retail investors contributed a net inflow of 486 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Capital Flow - Key stocks and their capital flow include: - Huablu Group (301027) with a net inflow of 995.76 million yuan from institutional investors [3] - Shanshui Bide (300844) saw a net inflow of 335.43 million yuan from retail investors [3] - Zhongda An (300492) had a net outflow of 1730.48 million yuan from retail investors [3]

兆易创新封跌停，此前开普云、万润科技、中电港、太极实业、深科技跌停，中微半导、普冉股份、香 农芯创、江波龙等均跌超10%。 (本文来自第一财经) 兆易创新封跌停，此前开普云、万润科技、中电港、太极实业、深科技跌停，中微半导、普冉股份、香 农芯创、江波龙等均跌超10%。 (本文来自第一财经) ...

证券之星消息，1月30日工程咨询服务板块较上一交易日上涨1.17%，太极实业领涨。当日上证指数报收 于4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。工程咨询服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600667 | 太极实业 | 11.22 | 10.00% | 356.81万 | | 39.10亿 | | 301505 | 苏州规划 | 26.65 | 3.82% | 4.70万 | | 1.23亿 | | 300668 | 杰恩设计 | 25.81 | 3.78% | 7.59万 | | 2006"T | | 300989 | 蓄奧规划 | 16.15 | 3.33% | 7.90万 | | 1.28亿 | | 300977 | 深圳瑞捷 | 24.97 | 3.31% | 6.05万 | | 1.50亿 | | 002883 | 中设股份 | 10.29 | 2.59% | 18.47万 | | 1.86亿 ...

Group 1: Agricultural Industry - DaFa V is expected to release a significant document related to hybrid corn seed production, highlighting the leading companies in the sector such as YinHai Seed Industry, ZhongShui HaiYe, WanXiang DeNong, and DunHuang Seed Industry [2] - Agricultural Development Group, a key player in seed production, has a comprehensive strength ranking among domestic seed producers, focusing on corn, wheat, and rice seeds, with extensive land holdings [2] - The company has seen a rapid stock price increase, with a notable performance of 3 trading days with 2 price limits [2] Group 2: Robotics and AI - Beijing Humanoid Robot Innovation Center has launched a pilot verification platform, indicating advancements in humanoid robotics [3] - Tianqi Co. has partnered with various companies to provide diverse robotic products and solutions, with a notable collaboration for the 2026 Spring Festival [3] - The company has seen significant stock performance, with 5 trading days and 3 price limits [3] Group 3: Semiconductor and Electronics - Companies like TaiJi Industrial and ShiYiDa are leading in DRAM packaging and semiconductor testing equipment, with significant revenue growth expected [3][4] - The semiconductor industry is experiencing a surge in demand, with companies like JingPuTe and BaiYun Electric focusing on innovative solutions for data centers and electric drive systems [4] - Google Cloud has announced price increases, reflecting the growing demand for cloud services [4] Group 4: Space and Satellite Communication - LongJiang Communication is focusing on low-orbit satellite communication, contributing to the establishment of standards in the industry [5] - TianTong Co. is showcasing its capabilities in commercial satellite technology and electronic manufacturing services, enhancing the supply chain for the aerospace industry [5] Group 5: Chemical and Material Industry - BaiChuan Co. is actively involved in the production of chemical products and is expanding into the lithium battery materials sector [5] - The company is also experiencing stock performance with 3 trading days and 3 price limits [5] - The PCB materials market is seeing price increases, with Japanese manufacturers raising prices by over 30% [5] Group 6: Consumer Goods and Retail - The State Council has issued a plan to accelerate the growth of service consumption, impacting companies in the retail and entertainment sectors [3] - Companies like HengDian Film and HuangTai Liquor are experiencing stock price increases, indicating positive market sentiment [3]

Group 1 - The storage chip concept has seen a short-term surge, with Tai Chi Industry hitting the daily limit up [1] - Hengshuo Co., Ltd. increased by over 17%, indicating strong market interest [1] - Other companies such as Purun Co., Zhongwei Semiconductor, Jintaiyang, Xiechuang Data, and Beijing Junzheng also experienced gains [1]

Core Viewpoint - The A-share market saw a significant rise in storage chip stocks, driven by strong earnings reports from SanDisk, which exceeded Wall Street expectations and boosted investor confidence [1] Group 1: Stock Performance - Hengshuo Co. experienced a rise of over 12% [2] - Taiji Industry reached a 10% limit up [2] - Zhongwei Semiconductor and Jintaiyang both increased by over 7% [1][2] - Puran Co. rose by over 6% [1] - Other notable performers include Xiechuang Data, Chengbang Co., and Yiyaton, all increasing by over 5% [1] Group 2: Financial Results - SanDisk reported significant profit and revenue growth in Q2 of fiscal year 2026, surpassing both Wall Street expectations and the company's prior guidance [1] - Following the earnings announcement, SanDisk's stock price surged nearly 15% in after-hours trading [1]

Group 1 - The A-share market saw a strong performance in storage chip stocks, with Hengshuo Co. rising over 12% and Taiji Industry hitting a 10% limit up [1] - Other notable gainers included Zhongwei Semiconductor and Jintaiyang, both up over 7%, and several other companies like Puransheng, Xiechuang Data, and Chengbang Co. rising over 5% [1] - SanDisk reported significant profit and revenue growth in its Q2 FY2026 earnings, exceeding Wall Street expectations and the company's prior guidance, which led to a nearly 15% increase in its stock price post-announcement [1] Group 2 - The table lists various companies with their respective stock performance, including Hengshuo Co. with a 12.26% increase and a total market value of 9.488 billion [2] - Taiji Industry experienced a 10% rise, with a market capitalization of 23.5 billion, while Zhongwei Semiconductor saw a 7.55% increase and a market value of 23.1 billion [2] - Other companies like Jintaiyang and Puransheng also showed strong year-to-date performance, with increases of 43.34% and 132.57% respectively [2]