Group 1 - The main stocks with significant capital outflows include Xinyi Technology (-8.52 billion), Zhongji Xuchuang (-7.46 billion), and Shenghong Technology (-7.05 billion) [1] - Other notable stocks with capital outflows are Light Media (-6.74 billion), China Duty Free Group (-5.71 billion), and Zhongwen Online (-5.64 billion) [1] - Guizhou Moutai experienced a capital outflow of -5.61 billion, while Aerospace Electronics saw -5.46 billion [1] Group 2 - The stock performance shows that Xinyi Technology had a decline of -0.31%, and Zhongji Xuchuang decreased by -0.17% [2] - Light Media faced a significant drop of -10.8%, while Zhongwen Online fell by -6.91% [2] - Guizhou Moutai's stock decreased by -1.42%, and Aerospace Electronics dropped by -2.33% [2] Group 3 - Other companies with notable capital outflows include Agricultural Bank (-4.80 billion) and China Satellite (-4.79 billion) [3] - Industrial Fulian had a slight decline of -0.24%, while Xian Dao Intelligent saw a minimal change of -0.05% [3] - The overall trend indicates a significant capital outflow from various sectors, including telecommunications, media, and banking [1][2][3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002340 证券简称：格林美 公告编号：2026-016 第七届董事会第十一次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 格林美股份有限公司（以下简称"公司"）第七届董事会第十一次会议通知已于2026年2月7日，分别以书 面、传真或电子邮件等方式向公司全体董事发出，会议于2026年2月11日在公司会议室以现场和通讯表 决方式召开。本次会议应参加会议的董事6人，实际参加会议的董事6人。出席会议的人数超过董事总数 的二分之一，表决有效。会议由公司董事长许开华先生主持，会议召开的时间、地点及方式均符合《中 华人民共和国公司法》及《公司章程》的有关规定。 格林美股份有限公司 二、董事会会议审议情况 （一）会议以6票同意、0票反对、0票弃权，审议通过了《关于终止全资下属公司增资扩股实施股权改 组暨关联交易的议案》。 《关于终止全资下属公司增资扩股实施股权改组暨关联交易的公告》详见公司指定信息披露媒体《中国 证券报》《证券时报》《上海证券报》《证券日报》和巨潮资讯网（h ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index closing at 4131.99 points, up 0.09%, while the Shenzhen Component Index fell by 0.35% and the ChiNext Index dropped by 1.08% [1] - The total market turnover was approximately 2 trillion yuan, a decrease of 123.7 billion yuan compared to the previous trading day, with over 2000 stocks rising, including 60 stocks hitting the daily limit [1] Sector Performance - The small metals sector led the gains, with stocks like Dongfang Tantalum, Zhongtung High-tech, and Zhangyuan Tungsten hitting the daily limit [1] - Other sectors that saw gains included energy metals, oil and gas extraction and services, and chemical fibers [1] - Conversely, sectors such as film and television, short drama games, and cultural media experienced significant declines [1] Historical Highs - A total of 51 stocks reached historical closing highs, excluding newly listed stocks from the past year [2] - The mechanical equipment, electronics, and basic chemicals industries had a concentration of stocks reaching new highs, with 10, 9, and 7 stocks respectively [2] - The average price increase for stocks that reached historical highs was 5.43%, with notable gainers including International Composite Materials, Jujie Microfiber, and Honghe Technology [2] Institutional Activity - In the Dragon and Tiger List, 10 stocks were net bought by institutions, with 8 stocks seeing net purchases exceeding 10 million yuan [4] - The top net buy was Jiechuan Shares with 178 million yuan, followed by Green Beauty with 90.88 million yuan [4] - On the sell side, Xiexin Integration faced the highest net sell at 141 million yuan, followed by Juyi Sockets and Huanrui Century [4] Northbound Capital Flow - 11 stocks received net purchases from northbound funds, with the highest being Zhongwen Online at 187 million yuan [7] - Conversely, 10 stocks experienced net selling, with Zhongtung High-tech leading at 147 million yuan [7] Company Announcements - Tianji Shares is under investigation by the Securities Regulatory Commission for suspected information disclosure violations, despite a 7.06% increase in stock price [9] - Top Group expects a 3%-13% decline in net profit for 2025 due to raw material price fluctuations and increased market competition [9] - New Sharp Shares plans to acquire 70% of PCB tool company Huilian Electronics for no more than 700 million yuan [9]

有色金属行业 行业研究 | 策略报告 地缘格局引机遇，供减需增价格望新高 ——2026 年钴行业策略 核心观点 | 国家/地区 | 中国 | | --- | --- | | 行业 | 有色金属行业 | | | 2026 年 02 月 11 日 | | 报告发布日期 | | | 于嘉懿 | 执业证书编号：S0860525110005 | | --- | --- | | | yujiayi1@orientsec.com.cn | | | 021-63326320 | | 宁紫微 | 执业证书编号：S0860525120005 | | | ningziwei@orientsec.com.cn | | | 021-63326320 | | 相关报告 | | --- | | 有色周报：流动性冲击消化，回归基本面 | 2026-02-09 | | --- | --- | | 定价 | | | 价格冲顶回落，节前采购加强：——钴锂 | 2026-02-08 | | 金属行业周报 | | | 短期波动不改中长期向好：——有色钢铁 | 2026-02-08 | | 行业周观点（2026 年第 6 周） | | 投资建议与投资标 ...

提桶跑路的资金很多，包括我，哈哈哈，半仓过年吧！ 盘盘今天的几个热点，一个是长征十号甲海上溅落圆满成功！ 卖方点评， 海上溅落试验是完成网系回收最难、最关键的环节，需要多台并联发动机、箭体姿态等的精确控制。 此前朱雀3号及长征12甲均 验证过10km垂直起降回收，此次验证为技术难度更高、更接近实战的非垂直方案首次突破试验成功象征着箭体控制的重大突破，为低轨卫星 主力回收型号一CZ10B打下关键技术基础，无论对于海上网系回收，还是后续的陆地着陆腿回收都有重大意义。 同时，梦舟载人飞船系统最大动压逃逸飞行试验也取得成功，标志着我国载人月球探测工程研制工作取得重要阶段性突破。 A股复盘 | 又是没有段子的一天 / 2026.02.11 第二个热点是蚂蚁阿福送新用户16.8元红包，啊啊啊，真是太慷慨了！ 群友纷纷反映这几天"同花顺手游太无聊"，量能都缩减到两万亿了，只能去各个平台抢红包！ 今年这春节红包活动太丰富了，元宝、千问、豆包、文心、蚂蚁阿福、UC浏览器，每个都要打卡签到、分享、做活动、下载注册。 一分一毫都要补仓！！ 第三个就是血包再次上线！不展开说了，怕被删 讲讲盘面，今天玻纤涨得很好啊。应该是台耀科技停产 ...

格隆汇2月11日｜格林美(002340.SZ)公告称，公司于2026年2月11日召开董事会审议通过议案，决定终 止全资下属公司PT INDONESIA QINGMEI ENERGY MATERIALS的增资扩股实施股权改组暨关联交易 事项。该决定是基于现阶段内外部形势的变化，并审慎评估了本次交易实施后被动形成财务资助带来的 风险。终止后，目标公司仍为公司全资下属公司，不会形成公司的对外财务资助。该决定有利于保障公 司业务的完整性及资金的安全性，维护公司和广大投资者利益。 ...

Group 1 - North Mining Technology (600980) is a state-owned enterprise under the State-owned Assets Supervision and Administration Commission, focusing on mining equipment and magnetic materials, with a leading position in the global market for intelligent flotation machines and a 12% share in domestic sintered permanent magnetic ferrite production [1][25][26] - Greenme (002340) is a leader in the recycling of rare metals and new energy materials, with a dual business model of "urban mining + new energy materials," supplying major companies like CATL and BYD [1][27] - Xiamen Tungsten (600549) is a leader in tungsten, molybdenum, and rare earth permanent magnetic materials, with a complete industrial chain from mining to high-end magnetic material production [2][28] Group 2 - Jiyuan Wanfang (000612) is a significant player in aluminum smelting and rare earth permanent magnetic materials, leveraging local resources to form a dual business model of "aluminum + rare earth" [3][29] - Wanlong Magnetic Plastic (603150) is a leader in refrigerator door seals and magnetic materials, producing ferrite magnets for major appliance manufacturers [4][30] - Northern Rare Earth (600111) is the largest rare earth producer globally, controlling over 40% of the world's rare earth oxide production and holding significant pricing power [5][30] Group 3 - Chifeng Gold (600988) is involved in gold mining and rare earth resource development, with a strong position in the domestic rare earth market [6][31] - Zhongmin Resources (002738) is a leader in lithium mining and rare earth resources, with significant overseas rare earth mining rights [7][33] - Galaxy Magnet (300127) specializes in sintered and bonded neodymium-iron-boron magnets, serving major clients like BYD and CATL [8][34] Group 4 - Zhong Rare Metals (600259) focuses on rare earth mining and functional materials, with a strong position in the medium and heavy rare earth sectors [9][35] - Tianhe Magnetic Materials (603072) is a leader in high-end neodymium-iron-boron magnets, supplying major automotive and industrial clients [10][36] - Oriental Zirconium (002167) produces zirconium products and rare earth functional materials, with a focus on the electronics and new energy sectors [11][37] Group 5 - Jinli Permanent Magnet (300748) is a leading producer of rare earth permanent magnetic materials, with a strong presence in the automotive sector [12][38] - Huaxin Environmental (301265) focuses on environmental equipment and rare earth recycling, leveraging a dual business model [13][40] - China Rare Earth (000831) is a key player in rare earth mining and processing, with a focus on high-value applications in new energy and military sectors [14][49]

共38只个股出现了机构的身影。 盘后数据显示，2月11日龙虎榜中，共38只个股出现了机构的身影，有14只股票呈现机构净买入，24只 股票呈现机构净卖出。 | | 花原榜 2.11 | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 捷成股份 | 4.73% | 17817.25 | | 东方国信 | 8.34% | 14400.32 | | 格林美 | 9.95% | 9088.17 | | 华尔泰 | 9.97% | 6670.18 | | 德邦科技 | 19.99% | 4958.00 | | 海兰信 | 3.05% | 2749.85 | | 聚杰微纤 | 20.00% | 2324.54 | | 章源钨业 | 9.99% | 1601.29 | | 中文在线 | -6.00% | 1415.54 | | 德才股份 | 10.01% | 1269.88 | | 金富科技 | 10.00% | 1191.08 | | 爰得科技 | -5.75% | 773.29 | | 国际复材 | 20.04% | 539.86 | | ST雪发 | 4.99% ...

格隆汇2月11日丨格林美(002340.SZ)公布，公司召开第七届董事会第十一次会议，审议通过了《关于终 止全资下属公司增资扩股实施股权改组暨关联交易的议案》，结合现阶段内外部形势的变化，并审慎评 估本次交易实施后被动形成财务资助带来的风险，经与各方友好协商后，决定终止本次增资扩股暨关联 交易事项并与各方签署《PTINDONESIA QINGMEI ENERGY MATERIALS 终止契约书》，以满足国内 外形势的需要，化解被动形成财务资助风险，保障公司业务的完整性及资金的可控性、安全性，维护好 公司和广大投资者利益。因此，本次交易终止后，目标公司仍为公司全资下属公司，不会形成公司的对 外财务资助。 ...

Market Overview - The trading volume of the Shanghai and Shenzhen stock markets fell below 2 trillion yuan, decreasing by 121.3 billion yuan compared to the previous trading day [1] - Sectors such as glass fiber, small metals, phosphorus chemicals, and fertilizers saw gains, while cultural media, AI corpus, tourism concepts, and cultivated diamonds experienced declines [1] Stock Performance - Baichuan Co. (002455) increased by 10.01% to 19.44 yuan, driven by TMP price hikes and lithium battery developments, marking 11 days of trading with 8 consecutive gains [2][3] - ST Zhongdi (000609) rose by 4.96% to 9.52 yuan, supported by semiconductor and real estate trends, achieving 5 consecutive gains [2] - ST Xuefa (002485) gained 4.99% to 5.05 yuan, influenced by the announcement of the actual controller's verdict and the recovery of the cultural tourism sector, with 6 days of 4 consecutive gains [2] - Jinfu Technology (003018) saw a 10.00% increase to 23.54 yuan, attributed to liquid cooling acquisitions and strong performance in bottle caps, with 5 days of 4 consecutive gains [2] - Jihua Group (603980) rose by 9.96% to 8.72 yuan, due to control changes and dye price increases, achieving 5 days of 4 consecutive gains [2] Top Gainers and Losers - International Composite Materials (301526) surged by 20.04% to 11.80 yuan, with a trading volume of 17.29 billion yuan and a net institutional buy of 539.86 million yuan [5][19] - GreenMe (002340) increased by 9.95% to 9.50 yuan, with a trading volume of 57.49 billion yuan and a net institutional buy of 90.88 million yuan [5][19] - Chinese Film (600977) fell by 9.55% to 18.76 yuan, with a trading volume of 34.92 billion yuan and a net institutional sell of 286 million yuan [6][15] - Yue Media (002181) dropped by 9.90% to 11.92 yuan, with a trading volume of 14.82 billion yuan and a net institutional sell of 379.5 million yuan [6][15] Sector Insights - The glass fiber sector is experiencing price increases due to tight supply, with major suppliers planning to increase production capacity significantly by 2028 [9] - GreenMe is expected to see a substantial increase in nickel metal shipments from its Indonesian project, with projected net profits for 2025 ranging from 1.429 to 1.735 billion yuan, reflecting a year-on-year growth of 40-70% [12] - The film and media sector, particularly Chinese Film, is facing a pullback after significant gains, with a cumulative increase of 23.66% year-to-date [15]