Market Overview - On the last trading day of the Year of the Snake, all three major A-share indices fell, with the Shanghai Composite Index down 1.26%, the Shenzhen Component Index down 1.28%, and the ChiNext Index down 1.57% [1] - The military equipment, film and television, and semiconductor sectors saw the highest gains, while the photovoltaic equipment, small metals, steel, port shipping, and oil and gas extraction and services sectors experienced declines [1] Individual Stock Performance - Zangyue Technology achieved a five-day consecutive limit-up, becoming a market highlight, while Fengyuzhu had three limit-ups in five days [3] - Yitian Co., Ltd. and Hanbang High-Tech both saw a 20% increase, with Yitian Co., Ltd. closing at 41.76 [2][3] - Construction Machinery and Qianli Technology both reached their limit-up, with Construction Machinery closing at 4.59, up 10.07% [4][3] Trading Volume and Net Inflows - The top three net inflows on the day were for Huasheng Tiancheng, Guangxian Media, and Dawi Technology, with net inflows of 5.02 billion, 3.46 billion, and 2.87 billion respectively [4][5] - The top three net outflows were for Bona Film Group, Capital Online, and Shuangliang Energy, with net outflows of 3.91 billion, 3.78 billion, and 1.64 billion respectively [6][7] Institutional Activity - Institutional net buying was significant for companies like TeFa Information, with a net buy of 1.93 billion, and Construction Machinery, with a net buy of 1.66 billion [7][8] - Conversely, institutional net selling was highest for Baichuan Co., Ltd., with a net sell of 1.40 billion, and Kori Technology, with a net sell of 1.20 billion [8][7] Sector Highlights - The AI and digital infrastructure sectors are gaining traction, with companies like Huasheng Tiancheng focusing on AI computing solutions and digital infrastructure [10] - Zhejiang Shibao is seeing increased interest due to its focus on automotive steering systems, aligning with the trend towards intelligent driving [14] Stock Specifics - Hanlan Co., Ltd. closed at 6.77, up 10.08%, with a trading volume of 18.30 billion [5] - Qianli Technology closed at 11.39, up 10.05%, with a trading volume of 12.49 billion [4][3] - Guangxian Media saw a significant increase of 15.39%, closing at 27.22 with a trading volume of 109.75 billion [18]

Volatility - Today, 6 stocks in the A-share market experienced a volatility exceeding 20% [1] - The stocks with the highest volatility include Vision Smart, Yitian Co., and *ST Yunchuang [1] Turnover Rate - There are 13 stocks in the A-share market with a turnover rate exceeding 30% today [1] - The stocks with the highest turnover rates include Dawi Technology, C Linping, and Rongxin Culture [1] Main Capital Flow - Main capital today saw a net inflow into sectors such as electronics, banking, transportation, automotive, home appliances, steel, and agriculture, while experiencing a net outflow from sectors like power equipment, non-ferrous metals, media, computers, machinery, communications, and biomedicine [1] - The stocks with the largest net inflows include Dongshan Precision (1.948 billion), Deep Technology (1.857 billion), Huasheng Tiancheng (1.644 billion), Sunshine Power (1.429 billion), and C Electric Science (1.427 billion) [1] - The stocks with the largest net outflows include BlueFocus (3.294 billion), Zhongji Xuchuang (2.741 billion), Xiexin Integrated (2.637 billion), New Yi Sheng (2.599 billion), and Xinwei Communication (2.111 billion) [1]

格隆汇2月13日｜存储芯片概念午后继续活跃，深科技涨停，华海诚科、德明利、万润科技、兆易创新 跟涨。消息面上，市场研究公司Counterpoint近日发布的《2月内存价格追踪报告》显示，截至2026年第 一季度，内存价格环比上涨80%—90%，本轮上涨的主要推手是通用服务器DRAM价格大幅攀升。 ...

Market Overview - The A-share market experienced an overall adjustment on February 13, with most indices and sectors showing varying degrees of decline [1][5]. - The Hong Kong stock market also saw an overall adjustment, with the Hang Seng Index dropping more than 1% during the session [3][11]. Sector Performance - The storage chip concept sector surged, becoming one of the main highlights of the A-share market in the morning session [2][4]. - The defense and military industry sector led the gains, with a rise of over 1%, while sectors such as petroleum, construction materials, and non-ferrous metals saw declines exceeding 2% [5][6]. Notable Stocks - Micro导纳米 (Micro Nano) saw a significant increase of 13.94%, reaching a price of 94.46 [7]. - 深科技 (Deep Technology) also experienced a rise of over 9%, positioning itself as a leading enterprise in high-end storage chip packaging and testing [8]. - Other stocks such as 先导基电 (Leading Technology), 精测电子 (Precision Testing Electronics), and 耐科装备 (Nico Equipment) also recorded gains exceeding 8% [9]. Hong Kong Market Highlights - Health Road (健康之路) stock surged nearly 30% during the session, following a positive earnings forecast indicating expected revenue of at least RMB 1.5 billion for the fiscal year ending December 31, 2025, representing a growth of no less than 25% compared to the previous year [10][13]. - The forecasted positive performance is attributed to strategic adjustments in content service revenue and growth in big data technology services and AI software products [14].

Group 1 - The storage index increased by 2% during intraday trading on February 13 [1] - Among the constituent stocks, ShenKangJia A reached the daily limit, while ShenTech rose by 8%, Langke Technology increased by 7%, and Zhaoyi Innovation grew by 4% [1]

Group 1 - The core index of the biotechnology sector, the Biotechnology Index (970038), closed at 2195.46 points, reflecting an increase of 0.82% with a trading volume of 16.95 billion yuan and a turnover rate of 1.47% [1] - Among the constituent stocks of the Biotechnology Index, 39 stocks experienced an increase, with Deep Technology leading the gain at 6.07%, while 10 stocks saw a decline, with Shuotai Shen leading the drop at 2.66% [1] Group 2 - The net inflow of main funds into the Biotechnology Index's constituent stocks totaled 80.71 million yuan, while the net outflow from speculative funds was 48.99 million yuan, and the net outflow from retail investors was 31.72 million yuan [2] - Detailed fund flow information for the constituent stocks is available in the accompanying table [2]

证券代码：000021 证券简称：深科技 公告编码：2026-001 深圳长城开发科技股份有限公司 第十届董事会第十七次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 深圳长城开发科技股份有限公司第十届董事会第十七次会议于 2026 年 2 月 9 日以通讯方式召开，该次会议通知已于 2026 年 1 月 29 日以电子邮件方式发至全 体董事及相关与会人员，会议应参与表决董事 9 人，实际参与表决董事 9 人，符 合《中华人民共和国公司法》和《公司章程》的有关规定。会议审议并通过如下 事项： 董事会 二○二六年二月十日 第 1 页 共 2 页 深圳长城开发科技股份有限公司 董事会决议公告 2026-001 附：周庚申先生简历 一、审议通过了《关于聘任公司总法律顾问的议案》 经公司董事会提名委员会提议、董事会审议，决定聘任周庚申先生为公司总 法律顾问（简历附后），任期同公司第十届董事会。 审议结果：同意 9 票，反对 0 票，弃权 0 票，表决通过。 特此公告。 深圳长城开发科技股份有限公司 周庚申先生，59岁，本公司董事、副总裁，中国国籍，毕业于 ...

Group 1 - The core stock price of Shenzhen Technology increased by 5.15%, reaching 28.59 CNY per share, with a trading volume of 1.416 billion CNY and a turnover rate of 3.23%, resulting in a total market capitalization of 44.934 billion CNY [1] - Shenzhen Technology, established on July 4, 1985, and listed on February 2, 1994, specializes in the research and production of hard disk heads, advanced manufacturing of electronic products, metering systems, payment terminal products, digital home products, and LEDs [1] - The revenue composition of Shenzhen Technology includes high-end manufacturing at 50.52%, storage semiconductor business at 27.13%, metering intelligent terminals at 21.70%, and other supplementary sources at 0.66% [1] Group 2 - Among the top ten circulating shareholders of Shenzhen Technology, a fund under Southern Fund holds a significant position, with the Southern CSI 500 ETF (510500) reducing its holdings by 325,100 shares in the third quarter, now holding 15.8434 million shares, which is 1.01% of the circulating shares [2] - The Southern CSI 500 ETF (510500), established on February 6, 2013, has a current scale of 144.69 billion CNY, with a year-to-date return of 9.15% ranking 454 out of 5,579 in its category, and a one-year return of 44.18% ranking 1,155 out of 4,289 [2] - The fund manager of Southern CSI 500 ETF (510500) is Luo Wenjie, who has a cumulative tenure of 12 years and 297 days, managing total assets of 171.358 billion CNY, with the best fund return during his tenure being 187.93% and the worst being -47.6% [3]

Group 1 - US stock futures declined ahead of Friday's opening, with Amazon's earnings report leading to a significant drop in its stock price, negatively impacting market sentiment in the tech sector [1][3] - The S&P 500 futures fell by 0.2%, Nasdaq 100 futures dropped approximately 0.5%, and Dow Jones Industrial Average futures decreased by 0.1% [1][3] - The S&P 500 and Nasdaq Composite indices have turned negative for the year 2026, reflecting a broader market downturn [1][3] Group 2 - Amazon lowered its operating profit forecast and revealed that its capital expenditures for 2026 will rise significantly to at least $200 billion, causing its stock to plummet over 10% [1][3] - Concerns are growing regarding the impact of artificial intelligence on traditional tech businesses, further exacerbating the negative sentiment surrounding Amazon's performance [1][3] Group 3 - Other companies reported mixed earnings; MicroStrategy (MSTR) faced losses due to a decline in Bitcoin prices, while Reddit (RDDT) saw its stock rise after exceeding quarterly expectations and announcing a stock buyback plan [2][4] - Roblox (RBLX) also experienced a significant stock increase following positive earnings results [2][4] Group 4 - The spread of risk-averse sentiment has extended beyond the stock market, with silver futures (SI=F) reversing their earlier gains [5] - The release of the US non-farm payroll data has been postponed to next Wednesday due to the resolution of the federal government shutdown crisis, with recent data indicating signs of weakness in the labor market [5]

Core Insights - Xiaomi's SU7 Max has received high praise from Joanna Stern, a senior tech columnist at The Wall Street Journal, highlighting its alignment with consumer expectations for a tech company entering the automotive space rather than traditional automakers adding technology [5][11] - Ford CEO Jim Farley expressed strong admiration for the SU7 Max after personally test-driving it, stating he did not want to part with the vehicle, indicating significant industry interest [11] Company Performance - The SU7 Max has generated considerable attention in North America despite primarily targeting the Chinese market, suggesting its potential appeal in global markets [11] - According to the China Automobile Dealers Association, the SU7 boasts an impressive one-year resale value of 86%, ranking it first among pure electric vehicles for 2025, surpassing luxury brands like Porsche Taycan [11]