责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 688343 | 云天励飞-1 1 | | 20.00 | 396亿 | 44.93 | 110.26 | | 300846 | 首都在线 | 1 | 16.78 | 189亿 | 64.65 | 37.59 | | 300113 | 顺网科技 | | 12.00 | 203亿 | 46.69 | 29.69 | | 688316 | 青云科技-l | | 10.97 | 41.75 Z | 44.87 | 87.17 | | 301396 | 宏景科技 | | 10.76 | 162亿 | 59.52 | 105.76 | | 600602 | 云舞智联 | | 10.01 | 314Z | 22.90 | 22.97 | | 600498 | 烽火通信 | 1 | 10.01 | 700亿 | 60.69 | 51.55 | | 603887 | 城地香江 | | 10.01 | 105亿 | 29.29 | 17 ...

Group 1 - The liquid cooling server sector experienced a significant rise at the beginning of trading on February 12, with companies like Lito Electronics and Kexin Innovation reaching new highs during the session [1] - Dayuan Pump Industry and Chuanrun Co. hit the daily limit increase, while Fangsheng Co. saw an increase of over 10% [1] - Other companies such as Yimikang, Yingweike, Shenling Environment, and Chunzong Technology also experienced upward movement in their stock prices [1]

Core Insights - The A-share market saw a significant rally in computing power concept stocks, with notable gains from companies like UCloud (up over 14%) and others reaching their daily limit [1][2] - UCloud announced a price increase for its products and services starting March 1, 2026, due to rising costs in core hardware procurement and infrastructure driven by global supply chain disruptions [1] Stock Performance Summary - UCloud (688158) experienced a 14.09% increase, with a total market capitalization of 19.5 billion and a year-to-date gain of 52.47% [2] - Other notable performers included: - Dazhi Technology (600589) up 10% with a market cap of 20.6 billion and a year-to-date increase of 93.58% [2] - Jinkai New Energy (600821) up 9.97% with a market cap of 13 billion and a year-to-date increase of 27.65% [2] - Dongfang Guoxin (300166) up 7.48% with a market cap of 17 billion and a year-to-date increase of 46.18% [2] - Taicheng Light (300570) up 7.06% with a market cap of 32.4 billion and a year-to-date increase of 23.63% [2] - Other companies like Xiechuang Data (300857) and Shoudu Online (300846) also saw gains of over 6% [1][2]

Core Viewpoint - The A-share market saw a significant rise in computing power concept stocks, with notable gains from companies like UCloud and others, driven by an announcement regarding price adjustments due to rising costs in the global supply chain [1] Group 1: Stock Performance - UCloud (688158) experienced a rise of 14.09%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.47% [2] - Dazhi Technology (600589) increased by 10%, with a market cap of 20.6 billion and a year-to-date rise of 93.58% [2] - Jinkai New Energy (600821) saw a gain of 9.97%, with a market cap of 13 billion and a year-to-date increase of 27.65% [2] - Dongfang Guoxin (300166) rose by 7.48%, with a market cap of 17 billion and a year-to-date increase of 46.18% [2] - Taicheng Light (300570) increased by 7.06%, with a market cap of 32.4 billion and a year-to-date rise of 23.63% [2] - Other notable performers include Xiechuang Data (300857) up 6.86%, Shoudu Online (300846) up 6.22%, and Tianfu Communication (300394) up 5.96% [2] Group 2: Price Adjustment Announcement - UCloud announced a price increase for all products and services starting March 1, 2026, due to significant and structural increases in core hardware procurement and infrastructure costs [1]

Group 1 - The computing power leasing concept continues to show strong performance, with major companies like Dazhi Technology (600589) achieving a four-day consecutive increase in stock price [1] - Meili Cloud (000815) has seen a rise of two boards in three days, indicating positive market sentiment [1] - Other companies such as Yuke Technology, Dongfang Guoxin (300166), Qingyun Technology, Parallel Technology, and Litong Electronics (603629) are also experiencing upward trends in their stock prices [1]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-11 | 利通电子 | 603629 | 46.74 | 467.4 | 10 | 广发证券股份有限 公司总部 | 汇丰前海证券有限 责任公司深圳前海 | | 2月11日，利通电子大宗交易成交10万股，成交额467.4万元，占当日总成交额的0.22%，成交价46.74元，较市场收盘价57.12元折价18.17%。 ...

减持行为需结合公司经营状况分析：业绩高增长支撑：公司预计2025年归母净利润2.7亿–3.3亿元，同比 增996.83%–1240.57%，主要因算力业务盈利增加、制造业务减亏。这种爆发式增长部分抵消了减持的 负面影响。估值水平：以最新股价57.12元计算，市盈率(TTM)为79.78倍，处于高位，但基于2025年预 告净利润中值(3亿元)的静态市盈率约32.7倍，显示估值已部分反映增长预期。风险提示：高管减持可能 加剧短期股价波动，尤其在公司限售股解禁(如2026年2月4日44万股流通)及高负债(2025年三季报资产负 债率69.87%)背景下。 经济观察网根据公开信息，利通电子（603629）近期出现高管减持行为，主要包括实际控制人邵培生 (2025年12月2日至2026年2月4日减持150万股，持股比例由47.56%降至46.98%)和董事邵秋萍(2026年2月 9日减持129.08万股，占公司总股本0.492%)。以下基于最新数据(截至2026年2月11日)分析其影响： 利通电子高管减持虽引发关注，但市场反应积极，主要因业绩预增和算力赛道红利占主导。投资者应重 点关注：基本面验证：2026年季度财报需 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603629 证券简称：利通电子 公告编号：2026-009 江苏利通电子股份有限公司 股票交易异常波动公告 重要内容提示： ● 江苏利通电子股份有限公司（以下简称"公司"）股票于2026年2月5日、2月6日、2月9日连续3个交易 日内收盘价格涨幅偏离值累计达20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异 常波动情况。且近期日均换手率约20%，放量明显，交易风险较大。 ● 经公司自查并向控股股东、实际控制人书面发函查证，截至本公告披露日，确认不存在应披露而未披 露的重大事项或重要信息。 ● 请广大投资者理性投资，注意股票二级市场的交易风险。 一、股票交易异常波动的具体情况 公司股票于2026年2月5日、2月6日、2月9日连续3个交易日内收盘价格涨幅偏离值累计达20%，根据 《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情况。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前经营状况正常，公司主营业务为算力云服务，应用于液晶电视等液晶显示领域的 精密金属结构件、电子元器件的设计、生产、销售，主营未发生 ...

Group 1 - The core viewpoint of the article is that Jiangsu Litong Electronics Co., Ltd. confirmed there are no significant undisclosed matters affecting the abnormal fluctuations in its stock price [1] - The company's controlling shareholders and actual controllers, including Shao Shuwei, Shao Qiuping, Shao Peisheng, and Shi Xuping, conducted a self-examination and confirmed the absence of major undisclosed events such as asset restructuring, share issuance, acquisitions, debt restructuring, business restructuring, asset divestiture, asset injection, share buybacks, equity incentives, bankruptcy reorganization, major business cooperation, or introduction of strategic investors [1] - The company emphasized that it has no significant matters that should be disclosed but have not been, ensuring transparency regarding its stock performance [1]

江苏利通电子股份有限公司 证券代码：603629 证券简称：利通电子 公告编号：2026-009 股票交易异常波动公告 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个别及连带责任。 重要内容提示： 江苏利通电子股份有限公司（以下简称"公司"）股票于 2026 年 2 月 5 日、2 月 6 日、2 月 9 日连续 3 个交易日内收盘价格涨幅偏离值累计达 20%，根 据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情况。且近 期日均换手率约 20%，放量明显，交易风险较大。 经公司自查并向控股股东、实际控制人书面发函查证，截至本公告披露 日，确认不存在应披露而未披露的重大事项或重要信息。 请广大投资者理性投资，注意股票二级市场的交易风险。 一、股票交易异常波动的具体情况 公司股票于 2026 年 2 月 5 日、2 月 6 日、2 月 9 日连续 3 个交易日内收盘价 格涨幅偏离值累计达 20%，根据《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动情况。 二、公司关注并核实的相关情况 （一）生产经营情况 （二）重 ...