Group 1 - The core transaction involved Zhongkong Technology, with a total of 70,400 shares traded on February 10, resulting in a transaction amount of 6.072 million yuan, which accounted for 0.28% of the total trading volume for that day [1][2] - The transaction price was 86.25 yuan per share, which remained unchanged compared to the market closing price of 86.25 yuan [1][2] - The buying and selling were conducted through Guotai Junan Securities Co., Ltd. headquarters, indicating a significant involvement of this brokerage in the transaction [2]

Group 1 - The Xinhua 500 Index (989001) closed at 5315.77 points on February 9, with an increase of 1.72% [1][3] - The index experienced a high opening and continued to rise throughout the day, reaching a maximum of 5316.60 points and a minimum of 5271.16 points [3] - The total trading volume of the constituent stocks for the day was reported at 750.1 billion yuan [3] Group 2 - Among the constituent stocks, Meichang Co. led the gains with a rise of 12%, while several other stocks including Dongfang Electric, Perfect World, and TCL Zhonghuan hit the daily limit [3] - Aier Eye Hospital was the biggest loser, falling by 2.98%, with Tianhua New Energy and Zhongkong Technology also showing significant declines [3]

Summary of Key Points from Conference Call Records Industry Overview 1. PCB (Printed Circuit Board) - The PCB sector has shown weak performance since Q4 of last year, primarily due to divergent market views on orthogonal backplane solutions, with some believing they may be replaced by copper cables/CPO or delayed until 2028. However, the orthogonal backplane is currently progressing steadily and is expected to enter mass production in H2 2027. Leading companies are experiencing stock price stagnation due to these divergences, highlighting their cost-effectiveness. Recommended companies include Dongshan Precision, Shenghong Technology, and Huidian Co. [1] - The CoWoP (Chip on Wafer on PCB) solution has stronger certainty, can reduce costs, improve efficiency, and bypass the shortage of substrate capacity. The value per square meter of PCB may increase several times, potentially reaching tenfold, with product launches expected by the end of 2027 and full implementation in 2028. Recommended companies in this direction include Pengding Holdings, Shennan Circuit, and Xinsong Technology. [1] 2. Storage - Contract prices remain in an upward cycle despite fluctuations in spot prices. Module companies are expected to see explosive Q1 performance, with Jiangbolong and Demingli realizing low-priced inventory. Recommended design companies include Zhaoyi Innovation (with a profit expectation of 6 billion) and Puran Co., Beijing Junzheng, and Hengshuo Co. [2] - Demand for memory modules is driven by AI servers and general servers, with recommendations for Lanke Technology (long-term profit of 10 billion) and Jucheng Co. (long-term profit of 1.5 billion). [2] 3. Communication - The recent decline in optical modules is related to the pullback of US tech stocks and speculation around CPO concepts. However, industry sources (such as Coherent and Xuchuang) indicate that CPO's potential to replace optical modules in ScaleOut scenarios is low, suggesting that short-term speculation may be excessive. [2] - North American cloud service providers have exceeded capital expenditure guidance for 2026 (620 billion, up 65% year-on-year), indicating potential accelerated demand for optical modules in 2027. Key upcoming catalysts include Nvidia's quarterly report (February 26), GTC conference (March), and OFC exhibition (NPO product showcase). Recommended companies include Zhongji Xuchuang, Xinyisheng, and Dongshan Precision. [2] - For copper connections as a Plan B alternative to orthogonal backplanes, companies to watch include Luxshare Precision, Wokai Nuclear Materials, and Huiju Technology (with potential for stock doubling). [2] - The price of scattered fiber has surged in the short term (from 25 to 50 yuan), but the low willingness of operators to raise prices raises doubts about long-term sustainability. [2] 4. Computing - Domestic computing resources are in short supply, with the recent downtime of Qianwen highlighting the scarcity of AI foundational resources. The demand for CPUs is expected to rise due to increased usage of agents compared to chatbots. Recommended companies include Haiguang Information (benefiting from both CPU and GPU), Cambrian (leading domestic AI chip manufacturer), and Tianshu Zhixin (expected to accelerate integration with leading players). [2] - Cloud infrastructure resources are expected to benefit from price increases, with recommendations for Kingsoft Cloud, Wangsu Technology, and Fourth Paradigm. [2] - In the AI application sector, the recent drop in overseas software and restructuring of SaaS business models may lead to a narrative reversal with the launch of native agent products in Q3 2026. Companies to watch include Alibaba for 2C entry reconstruction and third-party AI agents like TaxFriend, Zhongkong Technology, and Dingjie Smart. [2] 5. Media - Tencent has faced a decline due to market concerns over potential tax increases on internet platforms, although there is no space for increased game value-added tax. The company remains recommended despite rumors of Q4 earnings downgrades, maintaining a PE ratio of 15 times, which still offers value. [3] - The download situation for the Yuanbao app remains stable, and Tencent's AI capabilities may be closing the gap with larger competitors. [3] - In gaming, companies with upcoming catalysts such as Giant Network and Perfect World are recommended for short-term focus, while Century Huatong and Kaiying Network are suggested for medium to long-term attention due to expected catalysts. [3] - Tencent's establishment of a separate AI comic app is beneficial for the production side, which is entering a period of profitability. Recommendations include Kuaishou, Huanrui, and Rongxin. [3] 6. Pharmaceuticals - Attention is drawn to the update of the essential drug catalog, which may accelerate progress. [4] - The probability of inclusion in the essential drug catalog is high for unique products, with several specific products from companies like Jichuan Pharmaceutical and Panlong Pharmaceutical being highlighted. [4] - Emphasis on the global competitiveness of the innovative drug industry chain, with a focus on new-generation ADCs, IOs, small nucleic acids, and CGT. Recommended companies include Kanghong, Yingen, Yunding, and Chengdu Xian Dao. [4] - The brain-computer interface theme is noted, with a potential showcase of non-invasive products during the Spring Festival and a semi-invasive product approval for Borui Kang in March. [4] - Recommendations include Meihua Medical, Dongwei Semiconductor, and Sanbo Brain Science. [5] - The surgical robot sector is expected to see comprehensive implementation of charging policies before August, with overseas orders doubling and maintaining high growth in 2027. Key types include laparoscopic and orthopedic robots, with strong overseas performance for laparoscopic robots. Recommended companies include MicroPort, Jingfeng Medical, Tianzhihang, and Sanyou Medical. [6]

Group 1 - A-share market AIGC concept stocks experienced a collective decline, with notable drops in several companies [1] - Zhejiang Wenlian fell by 9.09%, Kunlun Wanwei and Yue Media dropped over 7%, while Xuan Ya International and Tian Xia Xiu fell over 5% [1][2] - Other companies such as Zhongkong Technology and Zhi De Mai saw declines of over 4%, and several others fell by more than 3% [1] Group 2 - Zhejiang Wenlian's total market value is 21 billion, with a year-to-date increase of 80.43% [2] - Kunlun Wanwei has a market value of 68.8 billion, with a year-to-date increase of 31.37% [2] - Yue Media's market value stands at 13.1 billion, with a year-to-date increase of 31.21% [2]

Group 1 - The A-share market saw a collective decline in AIGC concept stocks, with Zhejiang Wenhu Internet dropping by 9% [1] - Kunlun Wanwei and Guangdong Media fell over 7% [1] - Xuan Ya International and Tianxia Show decreased by over 5% [1] Group 2 - Zhongkong Technology and Zhidema experienced a decline of over 4% [1] - Companies such as Sai Group, Shengguang Group, Huace Film & TV, Liou Shares, Zhongwen Online, and Yanshan Technology all dropped by over 3% [1]

Group 1 - A-share market saw a collective decline in AIGC concept stocks on February 6, with notable drops including Zhejiang Wenhui down 9%, Kunlun Wanwei and Guangdong Media (core stocks) down over 7% [1] - Other companies such as Xuan Ya International and Tian Xia Xiu fell more than 5%, while Zhongkong Technology and Zhi De Mai dropped over 4% [1] - Several other firms including InSai Group, Shengguang Group, Huace Film & TV (core stocks), Liou Shares, Zhongwen Online, and Yanshan Technology experienced declines exceeding 3% [1] Group 2 - Specific stock performance included Zhejiang Wenhui at -9.09% with a total market value of 21 billion, and Kunlun Wanwei at -7.56% with a market cap of 68.8 billion [2] - Guangdong Media reported a decline of -7.45% with a market value of 13.1 billion, while Xuan Ya International and Tian Xia Xiu saw drops of -5.95% and -5.75% respectively [2] - Other notable declines included Zhongkong Technology at -4.32% (68.8 billion), Zhi De Mai at -4.19% (12.9 billion), and InSai Group at -3.92% (7.572 billion) [2]

证券代码：688777 证券简称：中控技术 公告编号：2026-009 2019 年股票期权激励计划第三个行权期 行权限售股上市流通公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 中控技术股份有限公司（以下简称"公司"）本次股票上市类型为股权激 励股份；股票认购方式为网下，上市股数为3,977,351股，占截至本公告披露日公 司总股本的 0.5027%，限售期为自行权之日起三年。 本次股票上市流通总数为3,977,351股。 本次股票上市流通日期为2026 年 2 月 13 日。 中控技术股份有限公司 一、本次上市流通的限售股类型 2019 年 8 月 16 日，公司召开第四届董事会第十四次会议，2019 年 9 月 2 日 召开了第四届监事会第六次会议，审议通过《浙江中控技术股份有限公司 2019 年 股票期权激励计划》（以下简称"《2019 年股票期权激励计划》"）及《浙江中控技 术股份有限公司 2019 年股票期权激励计划考核管理办法》（以下简称"《考核管 理办法》"），独立董事已就本期股票期权 ...

证券代码：688777 证券简称：中控技术 公告编号：2026-010 中控技术股份有限公司 董事会薪酬与考核委员会 公司于2026年1月26日至2026年2月4日在公司内部对拟首次授予激励对象的 姓名和职务进行了内部公示，公示期共计10天，公示期间公司员工可向公司董事 会薪酬与考核委员会反馈意见。 关于公司 2026 年限制性股票激励计划 首次授予激励对象名单的公示情况说明及核查意见 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、准确性和完整性依法承担法律责任。 中控技术股份有限公司（以下简称"公司"）于 2026 年 1 月 24 日召开了第 六届董事会第十七次会议，审议通过了《关于公司<2026 年限制性股票激励计划 （草案）>及其摘要的议案》等相关议案。根据《上市公司股权激励管理办法》 （以下简称"《管理办法》"）《上海证券交易所科创板股票上市规则》（以下 简称"《上市规则》"）等有关法律、法规及规范性文件的相关规定，公司对 2026 年限制性股票激励计划（以下简称"本激励计划"）拟首次授予激励对象 名单进行了内部公示。公司董事会薪酬与考核委员会 ...

高管致辞：聚焦工业AI关键，共绘智能化蓝图 近日，由招商证券主办的"相伴成长 共赢未来"走进上市公司深度调研系列活动，走进了全国工业AI龙 头——中控技术股份有限公司（简称"中控技术"，688777.SH）。作为从工业自动化率先迈向工业AI转 型的行业先锋，中控技术已在多个大型化工企业成功落地商业案例，展现出工业AI在实际生产场景中 的深度应用与价值创造。本次活动通过高管对话、业务分享、展厅参观与互动交流等形式，向投资者生 动呈现了中控技术在工业AI领域的突破性成果与创新实力，进一步彰显其在推动智能制造升级中的重 要角色。 据介绍，中控技术推出的全球首款通用控制系统（UCS）采用了颠覆性的架构，能将传统机柜空间缩减 90%，建设周期缩短50%。与此同时，公司自主研发的全球首个流程工业时间序列大模型（TPT），如 同工厂的"数字大脑"，能够精准地优化全厂运行。 深度互动：工业AI驱动增长，解码成长逻辑与全球布局 活动伊始，招商证券杭州天目山营业部总经理齐亚宁与中控技术董事长兼总裁崔山分别发表致辞。齐亚 宁表示，本次调研聚焦工业智能化前沿实践，期望引导投资者穿透表象、直抵企业核心价值，通过与管 理层的深度交流，助 ...

中控技术股份有限公司 2026 年第一次临时股东会会议资料 证券代码：688777 证券简称：中控技术 中控技术股份有限公司 2026 年第一次临时股东会会议资料 2026 年 2 月 目 录 | 2026 年第一次临时股东会会议须知 | 2 | | --- | --- | | 年第一次临时股东会会议议程 2026 | 4 | | 2026 年第一次临时股东会会议议案 | 6 | | 议案一：关于公司《2026 年限制性股票激励计划（草案）》及其摘要的议案.. | 6 | | 议案二：关于公司《2026 年限制性股票激励计划实施考核管理办法》的议案.. | 7 | | 议案三：关于提请股东会授权董事会办理 年限制性股票激励计划相关事宜 2026 | | | 的议案 | 8 | | 议案四：关于修订《公司章程》并办理工商变更登记的议案 | 10 | 1 中控技术股份有限公司 2026 年第一次临时股东会会议资料 中控技术股份有限公司 2026 年第一次临时股东会会议须知 为维护广大投资者的合法权益，保障股东在本次股东会期间依法行使权利， 根据《中华人民共和国公司法》、中国证监会《上市公司股东会规则》和中控技 术 ...