Core Insights - The main focus of the news is the significant inflow of capital into specific stocks, indicating strong investor interest and potential market trends. Group 1: Stock Performance and Capital Inflow - The top stock by capital inflow is Yingweike, with an inflow of 1.297 billion yuan and a price increase of 8.68% [1][2] - Leo Group follows with an inflow of 1.123 billion yuan and a price increase of 5.33% [1][2] - TBEA has an inflow of 545 million yuan and a price increase of 3.42% [1][2] - Western Materials shows an inflow of 504 million yuan with a price increase of 5.61% [1][2] - Tianfu Communication has an inflow of 462 million yuan and a notable price increase of 9.79% [1][2] Group 2: Sector Analysis - The stocks listed belong to various sectors, including specialized equipment, internet services, power grid equipment, and communication devices, indicating diverse investment interests [2][3] - The energy metals sector is represented by Shengtun Mining, which has an inflow of 395 million yuan and a price increase of 10.03% [1][2] - The healthcare sector is highlighted by WuXi AppTec, with an inflow of 389 million yuan and a price increase of 3.78% [1][2] Group 3: Additional Notable Stocks - Copper Crown Copper Foil has an inflow of 370 million yuan and a significant price increase of 11.36% [1][2] - Ningde Times, a key player in the battery sector, has an inflow of 334 million yuan with a price increase of 1.82% [1][2] - Other notable stocks include Yunnan Tin with an inflow of 288 million yuan and a price increase of 1.8% [1][3]

每经AI快讯，有投资者在投资者互动平台提问：请问贵司关于"液冷"领域的在手订单是多少元？ （文章来源：每日经济新闻） 飞龙股份（002536.SZ）2月12日在投资者互动平台表示，目前公司液冷领域相关在手订单正在有序开展 中，如有达到披露标准，公司会及时进行公告。 ...

公司于 2026 年 1 月 21 日发布《关于对境外全资子公司增加注册资本并完成 工商变更的公告》，已完成对飞龙国际增资 1 亿元人民币（认缴方式），并办理 完毕相应的注册资本变更及工商变更手续。变更后，飞龙国际注册资本为 100 万新加坡元（按 2026 年 1 月 20 日官方汇率中间价折算约 542.79 万元人民币） 和 6.95 亿元人民币，合计约 7 亿元人民币。 具体内容详见公司在指定信息披露媒体《证券时报》《中国证券报》《证券 日报》《上海证券报》和巨潮资讯网（www.cninfo.com.cn）披露的相关公告。 证券代码：002536 证券简称：飞龙股份 公告编号：2026-007 飞龙汽车部件股份有限公司 关于对境外孙公司增加注册资本并完成工商变更的公告 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、误导性陈述或者重大遗漏。 飞龙汽车部件股份有限公司（以下简称"公司"）于 2025 年 10 月 20 日召 开第八届董事会第十七次会议和第八届监事会第十五次会议，审议通过《关于向 境外全资子公司增加投资的议案》，公司拟以自有资金向境外全资子公司飞龙国 际私营有限 ...

Group 1: AI and Power Equipment - Alphabet plans to raise $20 billion through bond issuance, exceeding previous expectations, to invest heavily in data centers crucial for its AI strategy [1] - The global demand for high-power, stable electricity supply for AI computing is increasing, leading to a supply-demand gap in high-voltage power equipment [1] - TBEA is a leading private transformer manufacturer in China, capable of integrated services in high-voltage cables and accessories [2] Group 2: AI and Security - The integration of AI into cybersecurity is creating new opportunities, with safety and trust becoming core themes in the industry [3] - The implementation of new cybersecurity regulations in China marks a shift towards more detailed governance in the sector [3] - Anheng Information has launched China's first AI security agent, enhancing its capabilities in various security scenarios [4] Group 3: Metal Prices - The price of indium has surged to its highest level in over a decade, with a significant increase of 88% from 2500 RMB/KG to 4700 RMB/KG [5] - China accounts for 70% of global indium production, and the supply growth has been limited, indicating potential for further price increases [5] - Xiyang Co. holds the largest indium resource reserves globally, producing 101.62 tons of indium [5] Group 4: Tourism Industry - The domestic tourism market is expected to see a 300% increase in planned trips during the upcoming Spring Festival, indicating a strong recovery [6] - Companies like Sanxia Tourism are expanding their offerings to meet diverse consumer demands, including high-end cruise services [7] Group 5: AI Content Creation - Reading Group is focusing on AI-driven content creation, aiming to enhance the efficiency and value of IP development [8] - Daily Interactive provides data intelligence services, catering to the short video and short drama sectors [9] Group 6: Automotive Industry - The Ministry of Commerce is implementing measures to boost automotive consumption, including trade reforms and policies to support vehicle replacement [11] - Companies like Feilong Co. and Xingyu Co. are positioned to benefit from the anticipated growth in the automotive sector [11]

本周SW汽零指数+0.34%（2026年初至今+3.20%），在SW汽车中排名第4；以2010年-2026.2.6 数据为基准，最新交易日SW汽零PE(TTM)处于历史的83.10%分位；PB(LF)处于历史的77.55% 分位。 未经许可，不得转载或者引用。 投资要点 零部件本周复盘总结： 机器人本周复盘总结： 本周万得机器人指数-0.21%（2026年初至今+0.27%），较SW汽零超额收益为-0.55%；最新交 易日万得机器人PE(TTM)处于近一年的67.47%分位，PB(LF)处于近一年的77.11%分位。 核心覆盖标的周度变化： 本周涨幅前五名为： 【银轮股份】+17.13%、【星宇股份】+8.65%、【岱美股份】+6.67%、【亚普股份】+3.71%、【瑞玛 精密】+2.74%。 本周大事： 2月4日，马斯克再次公开对Optimus发表高度评价；2月8日，智元将举办全球首个大型机器人 晚会。 1）新泉对拜仁新泉增资1亿美元，并设立马来西亚新泉与开封新泉； 2）精锻科技设立德国精锻。 投资建议： 1）零部件—寻找结构性机会 ：优选产品型公司+内生外延切入高价值赛道提高ASP的公司+优 先布局欧洲/ ...

证券日报网讯 2月9日，飞龙股份发布公告称，公司董事会于2026年2月9日收到副总经理焦雷同志的书 面辞职报告。焦雷同志因个人身体原因申请辞去公司副总经理职务。辞职后，焦雷同志不在公司及下属 子公司担任任何职务。焦雷同志原定任期为2023年6月9日至2026年6月8日。截至本公告披露日，焦雷同 志持有公司股份140万股，不存在未履行完毕的公开承诺，并已按照公司离职相关管理规定做好工作交 接，其辞职不会对公司经营产生影响。 （编辑 袁冠琳） ...

格隆汇2月9日丨飞龙股份(002536.SZ)公布，公司董事会于2026年2月9日收到副总经理焦雷同志的书面 辞职报告。焦雷同志因个人身体原因申请辞去公司副总经理职务。辞职后，焦雷同志不在公司及下属子 公司担任任何职务。 ...

股票代码：002536 股票简称：飞龙股份 公告编号：2026-006 飞龙汽车部件股份有限公司 关于副总经理辞职的公告 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、误导性陈述或者重大遗漏。 飞龙汽车部件股份有限公司（以下简称"公司"）董事会于 2026 年 2 月 9 日收到副总经理焦雷同志的书面辞职报告。焦雷同志因个人身体原因申请辞去公 司副总经理职务。辞职后，焦雷同志不在公司及下属子公司担任任何职务。根据 《中华人民共和国公司法》《深圳证券交易所股票上市规则》《深圳证券交易所 上市公司自律监管指引第 1 号——主板上市公司规范运作》《公司章程》等相关 规定，焦雷同志的辞职申请自其辞职报告送达公司董事会时生效。 焦雷同志原定任期为 2023 年 6 月 9 日至 2026 年 6 月 8 日。截至本公告披露 日，焦雷同志持有公司股份 140 万股，不存在未履行完毕的公开承诺，并已按照 公司离职相关管理规定做好工作交接，其辞职不会对公司经营产生影响。辞职后， 焦雷同志所持公司股份将继续按照《上市公司董事和高级管理人员所持本公司股 份及其变动管理规则》《深圳证券交易所上市公司自律 ...

飞龙股份2月9日公告，公司董事会当天收到副总经理焦雷的书面辞职报告，焦雷因个人身体原因申请辞 去公司副总经理职务，辞职后将不再担任公司及下属子公司任何职务，辞职申请自送达公司董事会时生 效。 ...

Investment Rating - The industry investment rating is Neutral (maintained) [6] Core Insights - The upcoming release of Tesla's Optimus V3 is expected to catalyze the industry, with a focus on companies involved in the humanoid robot supply chain and those with significant advancements in autonomous driving technology [9] - The demand for gas turbines and generator sets is anticipated to surge due to increased overseas data center construction, benefiting companies in the gas turbine and robotics supply chains [9] - Companies with strong alpha characteristics in the automotive and parts sector are expected to withstand industry risks and achieve revenue and profit growth [3] Summary by Sections Investment Recommendations and Targets - Strong alpha automotive and parts companies are expected to resist industry risks and achieve revenue and profit growth; focus on advanced autonomous driving supply chains, data center liquid cooling, and gas turbine industries [3] - Suggested companies to watch include: - Humanoid robot-related: Xinquan Co., Ltd. (603179, Buy), Top Group (601689, Buy), Yinlun Co., Ltd. (002126, Buy), and others [4] - Gas turbine-related: Yinlun Co., Ltd. (002126, Buy) [4] - Liquid cooling-related: Yingweike (002837, Not Rated), Yinlun Co., Ltd. (002126, Buy), Top Group (601689, Buy), and others [4] - Autonomous driving-related: Jingwei Hengrun-W (688326, Buy), Bertley (603596, Buy), Desay SV (002920, Buy) [4]