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]

Group 1 - Company X is currently undergoing auditing and evaluation work [1] - Company Y has not yet received any orders in the "space photovoltaic" sector [1] - Company Z plans to invest 1 billion yuan in the construction of a synthetic biology manufacturing project in Xinjiang [1] Group 2 - Company A has won a 994 million yuan EPC project [1] - Company B's subsidiary has secured a project worth 101 million yuan [1] - Company C's subsidiary is expected to be awarded a project for the total engineering contract of Huahong FAB9B [1] Group 3 - Company D reported a net profit of 177 million yuan for 2025, representing a year-on-year increase of 42.81% [1] - Company E reported a net profit of 34.93 million yuan for 2025, with a year-on-year growth of 30.13% [1] Group 4 - Company F plans to acquire a portion of equity in Company G, which will increase its holding and achieve control [1] - Company H and its subsidiary plan to transfer 80% of the equity in Wuhan Shengchong [1] Group 5 - Company I has completed the repurchase of 875,000 shares [2] - Company J plans to raise no more than 5 billion yuan through a private placement for a 20GWh power battery project [2] - Company K's actual controller is under investigation by the China Securities Regulatory Commission for alleged market manipulation [2]

格隆汇2月5日丨凯龙高科(300912.SZ)公布股票交易异常波动公告，公司布局具身智能赛道，目前推出 的"惠灵嘉"系列机器人和灵巧手操作力智能检测设备等产品仍处于市场开拓阶段，截至目前尚未有收入 确认，不会对公司经营业绩产生重大影响。 ...

南财智讯2月5日电，凯龙高科公告，公司于2026年2月4日、2月5日连续两个交易日收盘价格涨幅偏离值 累计超过30%，构成股票交易异常波动。经核实，公司前期披露信息不存在需更正或补充之处；公司拟 以发行股份及支付现金方式收购深圳市金旺达机电有限公司70%股权，并向实际控制人臧志成发行股份 募集配套资金，相关预案已于2026年2月3日经董事会审议通过，但审计、评估等工作尚未完成，暂不召 开股东大会审议；公司未发现可能或已经对公司股价产生较大影响的未公开重大信息；公司经营正常， 内外部经营环境未发生重大变化；控股股东、实际控制人在异常波动期间未买卖公司股票。 ...

证券代码：300912 证券简称：凯龙高科 公告编号：2026-013 凯龙高科技股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、 股票交易异常波动情况 凯龙高科技股份有限公司（以下简称"公司"）于 2026 年 2 月 4 日、2026 年 2 月 5 日连续两个交易日收盘价格涨幅偏离值累计超过 30%。根据《深圳证券交 易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、 公司关注并核实的情况说明 针对公司股票异常波动，公司董事会通过电话、现场问询等方式对公司控股 股东、实际控制人、全体董事、高级管理人员就有关事项进行了必要核实，现将 相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司拟以发行股份及支付现金等方式向许照旺、安义拓荒者企业管理合 伙企业（有限合伙）购买深圳市金旺达机电有限公司 70%股权，并拟向实际控制 人臧志成先生发行股份募集配套资金（以下简称"本次交易"）。 公司于 2026 年 2 月 3 日召开第四届董事会第二十八次（临时）会议，审议 通过了《关于<凯龙 ...

2020年上市之后，2021年凯龙高科扣非净利润就已陷入亏损。日前凯龙高科发布业绩预告，公司预计 2025年将实现归母净利润-1.25亿元至-8800万元，扣非净利润-1.42亿元至-9900万元。至此，公司连续五 年扣非净利润亏损，累计亏损金额将超过8.4亿元。 目前，金旺达在长三角、珠三角、京津冀设有研发与生产基地，其产品已经进入到新能源锂电、3C电 子、汽车制造装备、显示面板制造设备等行业头部企业的生产线。 作为发动机尾气后污染治理环保装备领域头部企业，凯龙高科则在汽车和环保装备领域已深耕25年。近 年来，凯龙高科战略布局智能制造赛道，加快主营业务产业升级。公司通过布局机器人以及具身智能机 器人核心零部件等相关业务，积极构建"核心零部件+检测设备+整机产品+场景应用"的完整布局，产业 升级战略加速推进。 因此，凯龙高科认为，通过本次收购，公司可快速获取精密传动功能部件的技术体系，成熟产能与优质 客户资源，在原有业务基础上增加精密传动功能部件业务，有助于凯龙高科完善机器人产业链布局，加 快产业升级战略落地的步伐，为培育新质生产力筑牢产业基础。 长江商报奔腾新闻记者注意到，对于凯龙高科而言，积极拓展新业务也 ...

2月5日，凯龙高科涨19.98%，截至发稿，报28.58元/股，成交727.08万元，换手率0.30%，总市值32.83 亿元。凯龙高科股价已经连续10天上涨，区间累计涨幅0%。 资料显示，凯龙高科技股份有限公司位于江苏省无锡惠山经济开发区钱桥配套区庙塘桥，成立日期2001 年12月12日，上市日期2020年12月7日，公司主营业务涉及内燃机尾气污染治理装备的研发、生产和销 售。主营业务收入构成为：发动机尾气后处理系统96.76%，尾气净化节能系统2.25%，检验检测 0.99%。 从基金十大重仓股角度 数据显示，新华基金旗下1只基金重仓凯龙高科。新华中小市值优选混合（519097）四季度持有股数 5.75万股，占基金净值比例为1.4%，位居第一大重仓股。根据测算，今日浮盈赚取约27.37万元。连续 10天上涨期间浮盈赚取0元。 新华中小市值优选混合（519097）成立日期2011年1月28日，最新规模6799.02万。今年以来收益 12.57%，同类排名665/8873；近一年收益63.09%，同类排名1010/8119；成立以来收益421.94%。 新华中小市值优选混合（519097）基金经理为王永明。 ...

Group 1 - The core viewpoint of the article highlights that Kailong High-Tech has achieved a consecutive two-day trading limit increase, indicating strong market interest and momentum [1] - The stock reached a trading limit at 9:25 AM with a transaction volume of 0.05 billion and a turnover rate of 0.20%, reflecting active trading activity [1] - The company plans to issue shares and pay cash to acquire 70% of Jinhua Wanda's equity, which will make Jinhua Wanda a subsidiary, enhancing the company's position in the robotics industry chain [1] Group 2 - The company's business also involves the automotive parts sector, which has seen increased market attention, positively impacting its stock performance [1]

Market Performance - The automotive parts sector increased by 0.94% on February 4, with Zhengqiang Co. leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Top Gainers in Automotive Parts Sector - Zhengqiang Co. (301119) closed at 57.70, up 20.01% with a trading volume of 76,000 shares [1] - Kailong High-Tech (300912) closed at 23.82, up 20.00% with a trading volume of 11,300 shares [1] - Xingmin Zhitong (002355) closed at 6.80, up 10.03% with a trading volume of 729,700 shares [1] - Yinheng Co. (002126) closed at 43.21, up 10.01% with a trading volume of 599,700 shares [1] - Other notable gainers include Kaitian Co. (920978), Zhongyuan Neipei (002448), and Jinhongshun (603922) with respective increases of 8.72%, 7.46%, and 7.43% [1] Top Losers in Automotive Parts Sector - Aoshangyuan (605151) closed at 22.43, down 9.99% with a trading volume of 39,900 shares [2] - Chaojie Co. (301005) closed at 169.97, down 8.71% with a trading volume of 165,400 shares [2] - ST Bailing (002592) closed at 10.19, down 4.50% with a trading volume of 75,600 shares [2] - Other significant losers include Yinglian Technology (301631) and Kaizhong Co. (603037) with declines of 4.25% and 4.00% respectively [2] Capital Flow Analysis - The automotive parts sector experienced a net outflow of 331 million yuan from institutional investors, while retail investors saw a net outflow of 257 million yuan [2] - Conversely, speculative funds recorded a net inflow of 589 million yuan [2] Individual Stock Capital Flow - Weichai Power (000338) had a net inflow of 399 million yuan from institutional investors, while it faced a net outflow of 587 million yuan from retail investors [3] - Yinheng Co. (002126) saw a net inflow of 280 million yuan from institutional investors but a net outflow of 98.33 million yuan from retail investors [3] - Xingmin Zhitong (002355) had a net inflow of 131 million yuan from institutional investors, with retail investors experiencing a net outflow of 772.48 million yuan [3]

停牌10个交易日后，凯龙高科（300912）技股份有限公司(以下简称"凯龙高科")披露了《发行股份及支 付现金购买资产并募集配套资金暨关联交易预案》(以下简称"重组预案")。 2月4日，凯龙高科发布公告称，公司拟通过发行股份及支付现金的方式向许照旺、安义拓荒者企业管理 合伙企业(有限合伙)购买深圳市金旺达机电有限公司(以下简称"金旺达")70%股权，并向公司实际控制 人臧志成发行股份募集配套资金。交易完成后，金旺达将成为凯龙高科的控股子公司。 今日，凯龙高科复牌交易，涨幅达20%，收盘价为23.82元/股。 凯龙高科在汽车和环保装备领域深耕25年，是发动机尾气后处理与环保装备领域头部企业。近年来，凯 龙高科战略布局智能制造赛道，设立了控股子公司无锡市凯奇具身智能机器人科技有限公司，推出"惠 灵嘉"系列机器人。同时，与锡港沪机器人灵巧智能研究院联合研发智能机器人系列检测设备，推出了 国内首个灵巧手操作力智能检测设备。 数据显示，2025年前三季度，凯龙高科营业收入为4.42亿元，归属于上市公司股东的净利润为-2708.2万 元。金旺达2024年度、2025年度营收分别为1.15亿元、2.13亿元，净利润分别为2 ...