"硬改"加"软装"，满足"芯"的需求 签约是项目落地的第一步，筑好"芯"巢才能留住"新凤"。"留住企业靠的是实打实的用心。半导体项目 对载体空间有着特殊需求，不能简单地腾挪空间，而是要重构载体的功能。"项目相关负责人说，从原 轻工类厂房改造为半导体电子类厂房，在洁净、污水处理、安全间距、电气管路铺设等方面都需进行复 杂重构。 在工期紧张、任务繁重等情况下，前洲街道与企业、设计方迅速开展多轮高效的方案研判和可行性研 究，确定了对载体进行功能性提升改造的最优方案。2025年9月，一场复杂的集成式"爆改"全面展开： 室外新建专用污水处理池与仓库；室内全面墙顶地改造、消防改造等工程并线进行。同时，为满足项目 方加速投产需求，多个工程任务与项目方的二次配工程穿插作业、配合紧密。 在"软服务"上，政府成立由多部门组成的项目专班，为项目落地提供全面可靠的支撑。"吸引我们的， 不仅是现成的、经过评估可改造的载体，更重要的是无锡一流的营商环境。"江丰同芯相关负责人说， 从落地签约到工程实施，项目专班为他们提供了载体匹配、手续办理、审批环节的全流程服务，正式施 工后还建立了动态跟踪机制，及时破解推进过程中的难点堵点。 以商引商， ...

Market Overview - On February 6, the A-share market experienced a pullback after an initial rise, with the Shanghai Composite Index closing at 4065.58 points, down 0.25% [1] - The Nikkei 225 index in Japan rose by 0.81% to 54253.68 points, while the Korean Composite Index fell by 1.44% to 5089.14 points [1] - Domestic commodity futures saw most contracts decline, with liquefied petroleum gas, alumina, and fuel rising over 1% [1] Bond Market - The 30-year government bond futures contract closed up 0.42%, with a final price of 112.570 yuan, an increase of 0.470 yuan [2] - Other government bond futures also saw slight increases, with the 10-year bond futures up 0.08% and the 5-year bond futures up 0.03% [2] ETF Performance - The chemical sector ETFs showed strong performance, with the chemical ETF (159870) rising by 2.64% [2] - Other chemical ETFs also reported gains, with increases of 2.49% and 2.47% for different funds [2] Capital Flow - On February 6, the top ten stocks by net capital inflow included Wuzhou Xinchun, with a net inflow of 1.22 billion yuan [3] Institutional Insights - PwC's recent report indicates a resurgence in global investment interest, with China regaining its attractiveness as a key investment destination [4] - DBS Bank's senior investment strategist noted that institutional investors dominate the long positions in the international gold futures market, suggesting a strategy of holding low and selling at high prices [4]

Core Insights - The main focus of the news is on the top 20 stocks with significant capital inflow as of February 6, highlighting their respective amounts and performance in terms of percentage change. Group 1: Capital Inflow - The stock with the highest capital inflow is Wuzhou Xinchun, attracting 1.22 billion yuan [1] - Data Port follows closely with an inflow of 1.078 billion yuan [1] - Tianji Co. has an inflow of 1.065 billion yuan, marking a strong performance [1] Group 2: Stock Performance - Wuzhou Xinchun shows a price increase of 10.01% [2] - Data Port has a price increase of 10% [2] - Tianji Co. reports a price increase of 9.99% [2] Group 3: Industry Breakdown - Wuzhou Xinchun belongs to the General Equipment sector [2] - Data Port is categorized under Internet Services [2] - Tianji Co. is part of the Battery industry [2] Group 4: Additional Stocks - Hunan Gold has a capital inflow of 883 million yuan with a price increase of 9.94% [1][2] - Shanshan Co. sees an inflow of 726 million yuan and a price increase of 10.03% [1][2] - Galaxy Electronics has an inflow of 672 million yuan with a price increase of 10.06% [1][2] Group 5: Other Notable Stocks - The stock with the lowest inflow in the top 20 is Sanhua Intelligent Control, with an inflow of 481 million yuan and a price increase of 2.06% [3] - Other notable stocks include Northern Rare Earth with an inflow of 495 million yuan and a price increase of 3.73% [3] - Fenghuo Communication has an inflow of 493 million yuan with a price increase of 5.58% [3]

Core Viewpoint - Jiangfeng Electronics (300666.SZ) and Kaide Quartz (920179.BJ) resumed trading, with Jiangfeng opening up 0.09% and Kaide down 2.73%, but both later strengthened. Jiangfeng announced a plan to acquire control of Kaide Quartz through a cash transaction of approximately RMB 590.70 million [1][2]. Group 1: Acquisition Details - Jiangfeng Electronics and its wholly-owned subsidiary, Ningbo Jiangfeng Boxin Technology Co., Ltd., plan to acquire 15,475,627 shares of Kaide Quartz, representing 20.6424% of its equity, at a price of RMB 38.17 per share [2][3]. - The transaction involves multiple shareholders, including Zhang Zhongshu and Wang Yumin, who will collectively transfer their shares to Jiangfeng and its subsidiary [3][4]. - After the transaction, Jiangfeng will become the controlling shareholder of Kaide Quartz and will nominate a majority of the board members [4]. Group 2: Financial Performance of Kaide Quartz - Kaide Quartz reported net profits of RMB 54 million, RMB 38 million, and RMB 32 million for the years 2022, 2023, and 2024, respectively, with a decline of 24.57% in the first three quarters of 2025 compared to the same period in 2024 [6][7]. - The company's revenue for 2024 was RMB 306.30 million, a 17.95% increase from RMB 259.69 million in 2023, while the gross profit margin decreased to 41.67% from 48.08% in 2022 [7][6]. - Jiangfeng Electronics expects its net profit for 2025 to be between RMB 430.60 million and RMB 510.70 million, indicating a growth of 7.50% to 27.50% [8].

Group 1 - The top 20 stocks with significant capital inflow as of February 6 include Wuzhou Xinchun (1.12 billion), Tianji Co. (1 billion), and Data Port (973 million) [1] - Wuzhou Xinchun saw a price increase of 10.01%, while Tianji Co. and Data Port both increased by 9.99% and 10% respectively [2] - Other notable stocks include Hunan Gold (10% increase, 793 million), and Shennan Circuit (10% increase, 701 million) [2][3] Group 2 - The electronics sector is represented by companies like Shennan Circuit, Shanshan Co., and Shenghong Technology, with inflows of 701 million, 689 million, and 633 million respectively [2][3] - The battery industry includes significant players such as Ningde Times (2.54% increase, 625 million) and Enjie Co. (10% increase, 496 million) [2][3] - Chemical products sector features companies like Yongtai Technology (10.02% increase, 477 million) and Duofluor (7.7% increase, 451 million) [3]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]

Core Viewpoint - Jiangfeng Electronics announced the acquisition of a 15.6424% stake in Kaide Quartz for 448 million yuan, making it the controlling shareholder of the company [1] Group 1: Acquisition Details - Jiangfeng Electronics and its wholly-owned subsidiary Jiangfeng Boxin signed a share transfer agreement with the actual controller of Kaide Quartz [1] - The acquisition price for the 15.6424% stake in Kaide Quartz is set at 448 million yuan [1] - Ningbo Yongjin will acquire a 5% stake in Kaide Quartz for 143 million yuan [1] Group 2: Market Impact - Following the completion of the transaction, Jiangfeng Electronics will become the controlling shareholder of Kaide Quartz [1] - The stock of Jiangfeng Electronics is scheduled to resume trading on February 6, 2026 [1]

Key Points - The article discusses various important announcements and developments in the financial and regulatory landscape, including trading schedules, policy implementations, and corporate news [2][3][4][5][9][10][12][16]. Group 1: Trading and Regulatory Announcements - The Shanghai and Shenzhen stock exchanges announced the trading schedule for the 2026 Spring Festival, with a break from February 15 to February 23, 2026, and normal trading resuming on February 24, 2026 [2]. - The Ministry of Industry and Information Technology and eight other departments released a plan for the high-quality development of the traditional Chinese medicine industry from 2026 to 2030, aiming to cultivate leading enterprises and establish 60 high-standard raw material production bases [2]. - The National Internet Information Office and 11 other departments issued opinions to enhance digital services for inbound travelers, targeting significant improvements by 2027 and achieving international leading standards by 2030 [3]. - The Ministry of Finance, General Administration of Customs, and State Taxation Administration announced a "zero tariff" policy for imported goods purchased by residents of Hainan Free Trade Port, with an annual tax-free purchase limit of 10,000 RMB [3]. Group 2: Corporate News - Meituan plans to acquire 100% of Dingdong Maicai's China business for approximately $717 million [9]. - ST Cube's stock price has significantly deviated from its fundamentals, leading to a suspension for verification [10]. - Infineon announced price increases for certain products effective April 1 [12]. - Gotion High-Tech plans to raise no more than 5 billion RMB through a private placement for projects related to power batteries [16].

Market Overview - The stock market experienced fluctuations with the three major indices narrowing their losses after initially dropping over 1%, while the North China 50 Index fell over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.18 trillion yuan, a decrease of 304.8 billion yuan compared to the previous trading day [1] - Consumer sectors such as film, beauty care, food and beverage, and retail led the market gains, driven by the upcoming Spring Festival consumption peak [1] Company Announcements - Jiangfeng Electronics announced plans to acquire control of Kaide Quartz through a cash transaction, with its stock resuming trading on February 6 [2] - Tianqi Model is planning to purchase equity in Dongshi Automotive Technology Group through a combination of share issuance and cash payment, leading to a suspension of its stock from February 6 [3] - Guoxuan High-Tech intends to raise no more than 5 billion yuan through a private placement to fund a 20GWh power battery project and other related initiatives [4] - Kailong High-Tech reported that its products in the embodied intelligence sector are still in the market development phase, with no revenue recognition yet [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300666 证券简称：江丰电子 公告编号：2026-007 宁波江丰电子材料股份有限公司关于召开2026年第一次临时股东会的通知 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。 宁波江丰电子材料股份有限公司（以下简称"公司"）第四届董事会第三十次会议决定于2026年2月27日 （星期五）召开公司2026年第一次临时股东会（以下简称"本次股东会"），现将本次股东会的有关事项 通知如下： 一、召开会议的基本情况 1、股东会届次：2026年第一次临时股东会 2、会议召集人：公司董事会。 3、会议召开的合法、合规性：公司于2026年2月5日召开第四届董事会第三十次会议，审议通过《关于 召开公司2026年第一次临时股东会的议案》。本次股东会的召开符合有关法律法规和《公司章程》的规 定。 4、会议召开时间 （1）现场会议召开时间：2026年2月27日（星期五）下午14:50 （2）网络投票时间：通过深圳证券交易所（以下简称"深交所"）交易系统进行网络投票的具体时间 为：2026年2月27日上午9:15-9:25 ...