经济观察网神开股份（002278）近日完成工商变更登记，注册资本增至3.90亿元。同时，氢能概念受政 策推动成为市场热点，公司作为相关概念股被提及。 神开股份近7日股价呈现波动调整态势。2月5日股价冲高至14.50元，但随后连续回调，截至2月12日最 新价13.72元，7日累计跌幅2.42%。资金面显示主力资金净流出，2月12日主力净流出约1095万元；板块 方面，油气设备服务板块7日涨幅2.74%，但个股表现弱于板块。股价波动与2月4日涨停后的获利了结 及市场情绪相关。 机构观点 2月7日市场分析文章指出，神开股份主力资金操盘路径清晰，依托基本面改善及深海装备国产化主题， 但需注意文章为非机构观点。爱建证券2025年12月研报预计公司2025-2027年净利润复合增长超40%， 但该观点发布时间较早。 以上内容基于公开资料整理，不构成投资建议。 近期事件 近7天内，神开股份完成工商变更登记，注册资本增至3.90亿元，于2026年2月10日取得新营业执照，旨 在优化资本结构。同时，2月5日氢能概念受政策推动成为市场热点，神开股份作为氢能概念股被提及。 股票近期走势 ...

证券代码：002278 证券简称：神开股份 公告编号：2026-011 上海神开石油化工装备股份有限公司 关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 上海神开石油化工装备股份有限公司（以下简称"公司"）于 2026 年 1 月 22 日召开第五届董事会第十一次会议审议通过了《关于变更注册资本、修订<公 司章程>并办理工商变更登记的议案》，具体内容可详见公司于 2026 年 1 月 24 日在指定信息披露媒体巨潮资讯网（www.cninfo.com.cn）披露的《关于变更注册 资本、修订<公司章程>并办理工商变更登记的公告》（公告编号 2026-008）。 公司已于近日完成了上述事宜的工商变更登记及章程备案手续，并取得了上 海市市场监督管理局换发的《营业执照》，具体信息如下： 法定代表人姓名：李芳英 注册资本：人民币 39003.7914 万元整 公司类型：股份有限公司（上市、自然人投资或控股） 经营范围：一般项目：石油钻采专用设备制造；石油钻采专用设备销售；地 质勘探和地震专用仪器制造；地质勘探和地震专用仪器销售；实验分析仪器制 ...

证券之星消息，2月4日专用设备板块较上一交易日上涨0.36%，厚普股份领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。专用设备板块个股涨跌见下表： 从资金流向上来看，当日专用设备板块主力资金净流出9.42亿元，游资资金净流入4.85亿元，散户资金净 流入4.58亿元。专用设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002278 神开股份 | | 2.74亿 | 38.25% | -1.25 Z | -17.49% | -1.49 Z | -20.77% | | 688312 | 乖麦科技 | 1.50亿 | 19.76% | -3984.41万 | -5.23% | -1.11 Z | -14.53% | | 600835 | 上海机电 | 1.17 Z | 19.93% | -1297.27万 | -2.21% | -1. ...

Core Insights - The main focus of the news is the significant inflow of capital into specific stocks, indicating strong investor interest and potential growth in these companies and their respective industries [1][2][3] Group 1: Stock Performance and Capital Inflow - Kunlun Wanwei saw a capital inflow of 795 million yuan with a price increase of 5.82% [2] - Shunhao Co. experienced a capital inflow of 651 million yuan and a price increase of 9.98% [2] - Contemporary Amperex Technology (宁德时代) had a capital inflow of 561 million yuan with a price increase of 1.21% [2] - Kweichow Moutai (贵州茅台) attracted 551 million yuan in capital inflow and increased by 1.3% [2] - Yanzhou Coal Mining Company (兖矿能源) saw a capital inflow of 430 million yuan with a notable increase of 10.01% [2] - Other notable stocks include Shanzhi Gaoke, China Satellite, and China Shipbuilding, each with significant capital inflows and price increases [1][2][3] Group 2: Industry Insights - The internet services sector, represented by Kunlun Wanwei, is showing strong investor confidence [2] - The packaging materials industry, highlighted by Shunhao Co., is also attracting significant capital [2] - The battery industry, represented by Contemporary Amperex Technology, continues to draw investor interest despite a modest price increase [2] - The coal industry, with companies like Yanzhou Coal and Meijin Energy, is experiencing substantial capital inflows, indicating a potential resurgence [2][3] - The aerospace and wind energy sectors, represented by China Satellite and China Shipbuilding, are also gaining traction among investors [1][2][3]

Group 1 - The deep-sea technology index experienced a strong surge on February 4, with significant gains in several companies [1] - CIMC Group, ShenKong Co., and JuLi Rigging all reached the daily limit increase [1] - Keli Co. and QianNeng HengXin saw their stock prices rise by over 8% [1]

商业航天板块短线拉升，春晖智控、巨力索具、润贝航科、盘中创新高，昇辉科技、博云新材涨停，航 发控制、神开股份、顺灏股份跟涨。 ...

（编辑 丛可心） 证券日报网讯 1月23日，神开股份发布公告称，公司预计2025年归属于上市公司股东的净利润为5，000 万元至6，000万元，比上年同期增长65.75%至98.90%，上年同期为3，016.58万元。 ...

证券日报网讯1月23日，神开股份（002278）发布公告称，截至本公告日，公司累计为控股子公司及子 公司之间提供的担保总额为24680万元，上述担保总额均系公司为控股子公司及子公司之间提供的最大 限额担保，占公司最近一期(2024年度)经审计归属于上市公司股东净资产的21.95%。公司对合并报表范 围内子公司担保总余额为10679.08万元，占公司最近一期(2024年度)经审计归属于上市公司股东净资产 的9.50%。截至本公告日，公司及控股子公司未对合并报表范围外的单位提供担保，也不存在逾期担 保、涉及诉讼的担保及因担保被判决败诉而应承担的损失金额。 ...

Group 1 - JunDa Co., Ltd. announced that the comprehensive cost-effectiveness of perovskite photovoltaic technology in extreme space environments remains to be verified [2][5] - The company has invested 30 million yuan to acquire a 16.67% stake in Starwing Chip Energy, but no formal business agreement has been signed for space photovoltaic projects [2][5] - The technology shows potential advantages in lightweight, low cost, and high radiation resistance, but long-term reliability and cost-effectiveness in space are still uncertain [2][5] Group 2 - Aotewei stated that the "space photovoltaic" sector is still in the early exploration and research phase, with significant uncertainties in the industrialization process [3] - The company emphasized that product development to commercial application requires a considerable period, and the impact of related positive expectations on actual operating performance is highly uncertain [3] Group 3 - Tongyu Communications announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology, investing 30 million yuan for a 1.8293% stake [3] - The company will transition from direct to indirect ownership of Hongqing Technology through a partnership agreement [3] Group 4 - Huajin Technology received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 101,573,100 shares [4] - Trina Solar announced a change in the use of remaining raised funds, reallocating 1.7 billion yuan to a new project for distributed smart photovoltaic power station construction [4][5] Group 5 - Yunnan City Investment plans to publicly transfer a 10.5% stake in Qicai Company with a base price of 293 million yuan [6] - Zijin Mining announced the completion of the second phase of the Giant Dragon Copper Mine, increasing production capacity to 350,000 tons per day [6] Group 6 - Shuaifeng Electric expects a net profit loss of 43 million to 62 million yuan in 2025, with potential delisting risk warnings for its stock [7] - Anqi Yeast plans to invest 222 million yuan in a green manufacturing project for yeast products with an annual output of 12,000 tons [7] Group 7 - Zhengzhou Coal and Electricity announced the cessation of production at the Chaohua Coal Mine due to resource depletion and safety risks, expecting a 311 million yuan impairment loss [8] - Oujing Technology announced partial production line shutdowns at its subsidiaries to reduce losses and operating costs [8] Group 8 - North Car Blue Valley plans to invest in the construction of a high-end platform model industrialization and digital upgrade project with a total investment of 1.991 billion yuan [9] - Jingzhida signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment [9] Group 9 - Yanghe Co. announced a cash dividend plan for 2025-2027, committing to distribute no less than 100% of net profit each year [10] - Yanghe Co. also projected a net profit decline of 62.18% to 68.30% for 2025 due to market adjustments and increased channel inventory [10] Group 10 - Huitong Energy expects a net profit decrease of 69.51% to 75.82% for 2025, primarily due to the absence of non-recurring income from property relocation rewards [11] - Dahua Co. reported a net profit increase of 32.65% for 2025, driven by business optimization and cost control [12] Group 11 - Hangzhou Bank reported a net profit increase of 12.05% for 2025, maintaining a stable non-performing loan ratio [12] - Aotejia expects a net profit increase of 41.85% to 79.67% for 2025, supported by sales growth and cost control measures [12] Group 12 - Shenke Co. anticipates a net profit increase of 65.75% to 98.9% for 2025, benefiting from overseas strategy and revenue growth [13] - Pioneering Technology expects a net profit increase of 50.82% to 109.21% for 2025, driven by product technology iterations and market expansion [13] Group 13 - Shanchuang Technology expects a net profit increase of 81.77% to 134.78% for 2025, fueled by demand for enterprise-level storage products [14] - Anshuo Information anticipates a net profit increase of 52.44% to 98.83% for 2025, with government subsidies contributing to the growth [14] Group 14 - Zhongwei Company expects a net profit increase of 28.74% to 34.93% for 2025, driven by increased customer recognition of its plasma etching equipment [15] - Jingfang Technology anticipates a net profit increase of 44.41% to 52.32% for 2025, benefiting from the automotive industry's growth [16] Group 15 - Fuda Alloy expects a net profit increase of 119.14% to 219.95% for 2025, driven by strong demand in emerging applications [17] - Feirongda anticipates a net profit increase of 57.23% to 83.43% for 2025, supported by stable growth in communication and cooling business [17] Group 16 - Licheng Performing Arts expects a net profit decrease of 12.75% to 32.21% for 2025, impacted by regional travel environment fluctuations [22] - Lisheng Pharmaceutical anticipates a net profit increase of 116.77% to 138.44% for 2025, driven by market expansion and product sales [23] Group 17 - JMC reported a net profit decrease of 22.71% for 2025, despite a 2.07% increase in total revenue [27] - Daoshi Technology expects a net profit increase of 206.01% to 269.76% for 2025, driven by overseas business expansion [28] Group 18 - Jin Kai New Energy plans to repurchase shares worth 500 million to 600 million yuan, with a maximum repurchase price of 7.5 yuan per share [29] - Longyun Co. announced a stock suspension due to plans to acquire a 58% stake in Yuheng Film Industry [30]

Core Viewpoint - The company announced a plan to utilize up to 130 million yuan of temporarily idle raised funds for cash management within the next 12 months, focusing on capital-preserving products [2] Group 1: Company Actions - The company and its two wholly-owned subsidiaries will invest in structured deposits and large-denomination certificates of deposit [2] - The investment will be limited to a single term of no more than 12 months, with principal and returns being immediately returned to the fundraising account upon maturity [2] - The decision does not require submission for shareholder meeting approval [2]