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]

Investment Highlights - The SW auto parts index increased by 0.34% this week, ranking 4th among SW automotive sectors, with a year-to-date increase of 3.20% [3][14] - The latest PE (TTM) for SW auto parts is at the 83.10% historical percentile, while the PB (LF) is at the 77.55% historical percentile [3][35] - The Wande robot index decreased by 0.21% this week, with a year-to-date increase of 0.27%, underperforming the SW auto parts sector by 0.55% [4][14] - The latest PE (TTM) for the Wande robot index is at the 67.47% historical percentile, and the PB (LF) is at the 77.11% historical percentile [4][44] Key Stock Movements - The top five gainers this week are: - Yinchuan Co., Ltd. +17.13% - Xingyu Co., Ltd. +8.65% - Daimai Co., Ltd. +6.67% - Yap Co., Ltd. +3.71% - Ruima Precision +2.74% [6][51] Major Events - On February 4, Elon Musk publicly praised Optimus again - On February 8, Zhiyuan will host the world's first large-scale robot gala [7][45] Core Coverage Changes - Xinquan announced a $100 million investment in Bayern Xinquan and the establishment of subsidiaries in Malaysia and Kaifeng - Precision Forging Technology established a subsidiary in Germany [8][54] Investment Recommendations - For auto parts, focus on structural opportunities by selecting product-oriented companies and those entering high-value sectors to increase ASP, with a priority on potential leading companies in Europe, North America, and Southeast Asia [9][56] - For robots, seek certainty in opportunities, with Musk stating that Optimus V3 is expected to be released in Q1 2026, and monitor the order timeline and application deployment by domestic companies like Xiaopeng, Yushu, and Zhiyuan [9][56]

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]