以下文章来源于e公司 ，作者证券时报 聂英好 上周机构调研热情不减，Wind数据显示，截至2月6日16时，共有113家A股上市公司披露机构投资者调研记录。从赚钱效应来看，五成机构调研公司上 周股价上涨，泽润新能以70.84%周涨幅位居榜首，欧莱新材涨32.25%，三角防务涨19.14%，锐明技术、三夫户外、亚玛顿、国能日新、惠而浦等公司涨 超10%，其中泽润新能、欧莱新材、国能日新、环旭电子、通达创智等公司近期股价创历史新高。 热门标的方面，耐普矿机、环旭电子、大金重工上周接受百家以上机构调研，奥比中光、华大智造、国能日新、锐明技术等公司接受50家以 上机构调研。 耐普矿机终止投资海外矿山项目 耐普矿机（ 300818 ）上周接受113家机构调研。2月3日晚间，耐普矿机公告将终止认购瑞士维理达资源股权，并同步放弃对哥伦比亚 Alacran铜金银矿项目的后续投资，引发机构关注。 对于终止投资哥伦比亚矿山项目的原因，耐普矿机在调研中称，一是股权交割条件发生较大变动，收购款项支付条款发生较大变化，增加项 目未来风险；二是项目资源所在国哥伦比亚的政治、经济环境、政策、法律法规变化风险上升；三是公司风险承受能力有限，本 ...

证券日报网讯 2月6日，大金重工发布公告称，截至本公告披露日，公司及下属子公司的担保余额为 1906542.61万元。其中，公司对下属子公司的担保余额为1905348.98万元（包含因开展海外海工业务， 公司向子公司蓬莱大金提供的担保1526108.66万元），占公司2024年经审计的净资产比例为262.01%， 公司不存在对合并报表外公司提供担保的情况。截至目前，公司及下属子公司无逾期或涉及诉讼的担 保。 （文章来源：证券日报） ...

关于提供担保的进展公告 证券代码：002487 证券简称：大金重工 公告编号：2026-015 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。 大金重工股份有限公司 大金重工股份有限公司（以下简称"公司"）于 2026 年 1 月 12 日召开了第 五届董事会第二十四次会议、2026 年 1 月 30 日召开了 2026 年第一次临时股东 会，审议通过了《关于 2026 年度公司及子公司提供担保额度的议案》，同意 2026 年度公司与下属子公司互相提供担保额度总计不超过 423.01 亿元。担保范围包 括但不限于申请综合授信（包括贷款、银行承兑汇票、信用证、保函等信用品种）、 融资租赁等融资行为以及其他日常经营活动等。担保方式包括但不限于连带责任 担保、抵（质）押担保等方式。上述担保额度的有效期自公司股东会审议通过之 日起 12 个月之内有效，具体内容详见巨潮资讯网。公司股东会授权公司、子公 司董事长（执行董事）或财务负责人均有权在前述额度范围内签署相关的协议及 其他法律文件。 近日，公司全资子公司唐山曹妃甸区祥凌能源有限公司（以下简称"祥凌能 源"）拟向中国 ...

Market Performance - On February 6, A-shares saw declines across major indices, with the Shanghai Composite Index down 0.25% to 4065.58 points, the Shenzhen Component Index down 0.33% to 13906.73 points, and the ChiNext Index down 0.73% to 3236.46 points [1] - The chemical raw materials, fluorine chemicals, and robotic actuators sectors performed well, while AI corpus, liquor, and ByteDance-related sectors experienced declines [1] Fund Manager Changes - On February 6, 21 fund managers experienced changes in their positions, with a total of 595 fund products seeing manager departures in the past 30 days [3][5] - The reasons for these changes included personal reasons for one manager and job changes for five others [3] Fund Manager Appointments - On February 6, 28 fund products announced new fund manager appointments, involving 15 managers [5] - Notably, manager Xia Gao from Dachen Fund has a total fund asset scale of 2.169 billion, with a top-performing product achieving a return of 259.08% over 10 years [5] Fund Research Activity - In the past month (January 7 to February 6), Bosera Fund conducted the most company research, engaging with 64 listed companies, followed by Huaxia Fund with 56 and Fortune Fund with 51 [7] - The most researched industry was general equipment, with 218 instances, followed by the chemical products industry with 193 [7] Recent Research Focus - In the last week (January 30 to February 6), the most researched company was Yintang Zhikong, with 61 fund institutions participating in the research [8] - The second most researched companies included Zhongji Xuchuang and Jingke Energy, with 59 and 49 fund institutions respectively [8]

Group 1 - Institutional research activity has increased significantly in 2023, with over 700 listed companies receiving institutional visits from January 1 to February 5 [1] - Key sectors attracting institutional attention include computer, machinery, pharmaceuticals, and electronics, with companies like Daikin Heavy Industries, Beijing Haitai Ruisheng Technology, and Henan Xiangyu Medical Equipment hosting over 200 institutional visits [1] - Emerging technologies such as AI computing infrastructure, brain-computer interface technology commercialization, and global energy transition are focal points for institutional investors [1] Group 2 - Daikin Heavy Industries is the first listed company in China's wind power tower industry, with a strong market share in the German offshore wind sector and successful project delivery [2] - The company has secured a local service base at the port of Cuxhaven in Germany and has completed its market layout in Poland, with local installation and inspection experience [2] - The focus of institutional research on computer, pharmaceuticals, and electronics sectors reflects a transition from conceptual phases to performance realization in emerging technologies [2]

Market Performance - On February 5, the A-share market indices collectively declined, with the Shanghai Composite Index falling by 0.64% to 4075.92 points, the Shenzhen Component Index dropping by 1.44% to 13952.71 points, and the ChiNext Index decreasing by 1.55% to 3260.28 points [1] Fund Manager Changes - On February 5, a total of 19 fund managers experienced changes in their positions, with 584 fund products having manager changes in the past 30 days [3][4] - The reasons for the changes included one manager leaving due to the end of an agency role and four managers departing due to job changes [3] Fund Manager Appointments - On February 5, 39 fund products announced new fund manager appointments, involving 14 fund managers [5] - Notably, Chen Xinyu from Guolian Fund has managed funds with a total asset scale of 1.579 billion, achieving a return of 85.05% on the Guolian Zhixuan Pioneer Stock A fund during his tenure [5] Fund Company Research Activity - In the past month (January 6 to February 5), Bosera Fund conducted the most company research, engaging with 62 listed companies, followed by Huaxia Fund with 56 and Southern Fund with 46 [6][7] - The chemical products industry was the most researched sector, with 216 instances of fund company inquiries, followed by the general equipment industry with 211 [7] Recent Fund Research Focus - In the last week (January 29 to February 5), Ying Tang Zhi Kong was the most researched company, receiving inquiries from 61 fund institutions, followed by Zhong Ji Xu Chuang and Jing Ke Neng Yuan with 59 and 49 inquiries, respectively [8][9]

格隆汇2月4日丨大金重工(002487.SZ)在投资者关系中表示，有被问到：日韩市场的开拓进度如何？ 答：日本、韩国是海外海风重点新兴市场，公司作为核心供应商正在积极参与投标。 ...

Group 1 - The core viewpoint of the article is that Daikin Heavy Industries is actively participating in bidding for offshore wind projects in Japan and South Korea, which are identified as key emerging markets for the company [1] Group 2 - The company has been asked about its progress in expanding into the Japanese and Korean markets, indicating a focus on international growth [1] - As a core supplier, the company is positioning itself strategically in these markets to capitalize on potential opportunities [1]

答：2026年主要交付在手海外海风单桩项目，以及少部分出口海塔项目，并以DAP模式为主要交付模 式。 格隆汇2月4日丨大金重工(002487.SZ)在投资者关系中表示，有被问到：2026年预计交付的主要是哪些 出口项目？ ...

证券日报网2月4日讯，大金重工（002487）在接受调研者提问时表示，英国AR7拍卖了8.4GW的海风项 目，超出前期市场预计数量，项目规模和补贴金额创历史新高，固定式和漂浮式项目的执行电价相较上 一轮均实现同比上升，补贴年限也从15年延长至20年，提高了开发商的参与热情。另外，AR8预计在今 年也将拍出一定体量的项目量。本轮AR7中标的业主是公司已合作的重要客户，公司对本年市场订单的 获取很有信心。 ...