Core Viewpoint - The A-share market shows positive momentum with significant gains in various sectors, particularly in the small metals, electric grid equipment, and semiconductor industries, while the film and gaming sectors are experiencing declines [3]. Market Performance - The Shanghai Composite Index rose by 0.12% to 4137.06, while the Shenzhen Component Index increased by 0.8% to 14274.93. The ChiNext Index saw a rise of 1.18% to 3323.56, and the STAR Market Index gained 0.93% to 1804.89 [4][12]. - Over 2700 stocks in the market experienced an increase by midday [3]. Sector Highlights - The electric grid equipment sector showed strong performance, with companies like Hailianxun rising over 18% and others reaching their daily limit [4]. - The shipping sector also performed well, with China Merchants Energy hitting its daily limit and achieving a historical high [5]. - The computing power leasing sector saw significant gains, with Yuke Technology hitting its daily limit and other companies like Dazhi Technology and Capital Online also rising [5]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan [6]. Currency Movement - The offshore RMB against the US dollar broke the 6.9 yuan mark, indicating a strengthening of the currency [8]. Stock Movements - The film and cinema sector continued to adjust, with companies like Hengdian Film and Bona Film hitting their daily limit down [9]. - AI application stocks in the Hong Kong market showed strength, with Zhiyuan rising over 11% [10].

Group 1 - The A-share market saw a collective surge in liquid cooling concept stocks, with Fangsheng Co. rising by 17%, Shenling Environment increasing by over 13%, and Langjin Technology and Yimikang both up by over 12% [1] - Other notable performers included Chuanrun Co., Bojie Co., and Dayuan Pump Industry, which all hit the daily limit of 10%, while Keda, Yingweik, Kexin Innovation, and Debang Technology rose by over 7% [1] Group 2 - The table lists several stocks with their respective price changes and market capitalizations, highlighting that Youkede-W had a price increase of 20.01% with a total market value of 20.6 billion, and a year-to-date increase of 60.38% [2] - Wansheng Co. experienced a 17.01% rise, with a market cap of 2.801 billion and a year-to-date increase of 10.23% [2] - Shenmeng Environment saw a 13.84% increase, with a market cap of 22.9 billion and a year-to-date increase of 35.74% [2]

Group 1 - The liquid cooling server sector experienced a significant rise at the beginning of trading on February 12, with companies like Lito Electronics and Kexin Innovation reaching new highs during the session [1] - Dayuan Pump Industry and Chuanrun Co. hit the daily limit increase, while Fangsheng Co. saw an increase of over 10% [1] - Other companies such as Yimikang, Yingweike, Shenling Environment, and Chunzong Technology also experienced upward movement in their stock prices [1]

Group 1 - The core point of the article is that Shenling Environment (301018.SZ) experienced a significant stock price increase of 12.4%, reaching a historical high of 85.130 yuan, with a total market capitalization of 22.649 billion yuan [1]

Core Viewpoint - The company Shenling Environment (301018) plans to hold a temporary shareholders' meeting soon, with relevant proposals already approved by the board of directors [1] Group 1 - The company has received board approval for the agenda items to be discussed at the upcoming shareholders' meeting [1] - Investors are advised to pay attention to subsequent announcements for specific details regarding the time and agenda of the meeting [1]

证券代码：301018 证券简称：申菱环境 公告编号：2026-005 广东申菱环境系统股份有限公司 关于公司向银行申请综合授信额度的公告 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、误导性陈述或重大遗漏。 广东申菱环境系统股份有限公司（以下简称"公司"）于 2026 年 2 月 9 日 召开第四届董事会第十二次会议，审议通过了《关于公司向银行申请综合授信额 度的议案》，同意公司向上海浦东发展银行股份有限公司佛山分行申请不超过人 民币 5 亿元的银行综合授信额度。现将相关情况公告如下： 广东申菱环境系统股份有限公司董事会 2026 年 2 月 10 日 一、本次申请银行综合授信额度情况 为满足公司日常生产经营和业务发展的资金需求，公司拟向上海浦东发展银 行股份有限公司佛山分行申请不超过人民币 5 亿元的综合授信额度，综合授信内 容包括但不限于流动资金贷款、项目贷款、银行承兑汇票、保函、保理、开立信 用证、押汇、贸易融资、票据贴现、融资租赁、供应链等综合授信业务。授信将 基于公司的信用状况，无需提供抵押物或其他形式的担保。授信期限最终以银行 实际审批为准，授信期限内授信额度可循环使 ...

证券代码：301018 证券简称：申菱环境 公告编号：2026-006 广东申菱环境系统股份有限公司 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。 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、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板 股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运 作》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2026 年 2 月 25 日 15:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 2 月 25 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投 票的具体时间为 2026 年 2 月 25 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2026 ...

证券代码：301018 证券简称：申菱环境 公告编号：2026-004 广东申菱环境系统股份有限公司 关于第四届董事会第十二次会议决议的公告 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、误导性陈述或重大遗漏。 一、会议召开情况 广东申菱环境系统股份有限公司（以下简称"公司"）第四届董事会第十二 次会议于 2026 年 2 月 9 日以通讯表决的方式召开，本次会议通知于 2026 年 2 月 4 日通过电话通知、电子邮件等形式送达至公司全体董事、高级管理人员。会议应 出席董事 9 人，实际出席人数 9 人。会议由公司董事长崔颖琦先生主持，公司董 事会秘书及高级管理人员列席了本次会议。会议的召集、召开符合《公司法》和 《公司章程》的有关规定，会议合法有效。 二、会议审议情况 经出席会议的董事讨论和表决，审议通过如下决议： 表决结果：同意 9 票，反对 0 票，弃权 0 票。 三、备查文件 第四届董事会第十二次会议决议。 特此公告 1、审议通过《关于公司向银行申请综合授信额度的议案》 为满足公司日常生产经营和业务发展的资金需求，公司拟向上海浦东发展银 行股份有限公司佛山分行申请不超过人 ...

Core Viewpoint - The cloud computing industry is experiencing a reversal of the long-standing trend of price reductions, with major players like Amazon Web Services and Google Cloud announcing price increases of up to 100%, indicating that computing infrastructure has become a scarce strategic resource [1] Group 1: Industry Trends - The cloud computing infrastructure sector is entering a new development phase, as evidenced by the strong performance of listed companies in the A-share market, with significant profit growth forecasts for 2025 [1] - The demand for data centers, servers, and cooling equipment is driving a new cycle of value reassessment in the cloud computing infrastructure industry [1] - The rapid growth of the AI industry is leading to an explosion in intelligent computing demand, which is directly driving the expansion and performance upgrades of data centers [4] Group 2: Company Performance - Runze Technology expects a net profit of CNY 5 billion to 5.3 billion for 2025, representing a year-on-year increase of 179.28% to 196.03% [4] - Industrial Fulian anticipates a net profit of CNY 35.1 billion to 35.7 billion for 2025, an increase of 51% to 54% year-on-year [6] - The AI server business of Industrial Fulian is expected to see revenue growth of over 300% in 2025, with significant quarterly growth rates [7] Group 3: Supporting Industries - Companies in the supporting equipment sector, such as cooling systems and server components, are also expected to see strong growth in 2025 due to the booming demand in the data center market [10] - Shunling Environment forecasts a net profit of CNY 205 million to 246 million for 2025, reflecting a year-on-year increase of 77.39% to 112.87% [11] - Highlan Co. anticipates a net profit increase of 146.7% to 160.61% for 2025, indicating a recovery in profitability driven by the demand for cooling products [12] Group 4: Market Outlook - The global data center equipment market is projected to grow by 25% to 30% in 2025, with total operational capacity expected to increase by nearly 25% year-on-year [8] - The cooling equipment market is expected to grow at a compound annual growth rate of around 20% until 2030, with liquid cooling technology experiencing a growth rate of 45% [13]

中航机遇领航混合发起A（018956）成立日期2023年8月10日，最新规模24.75亿。今年以来收益4.5%， 同类排名4129/8873；近一年收益171.56%，同类排名3/8119；成立以来收益277.03%。 2月4日，申菱环境跌5.04%，截至发稿，报69.20元/股，成交7.45亿元，换手率5.23%，总市值184.11亿 元。 资料显示，广东申菱环境系统股份有限公司位于广东省佛山市顺德区杏坛镇高新区顺业东路29号，成立 日期2000年7月3日，上市日期2021年7月7日，公司主营业务涉及围绕专用性空调为代表的空气环境调节 设备开展,集研发设计、生产制造、营销服务、工程安装、运营维护于一体,致力于为数据服务产业环 境、工业工艺产研环境、专业特种应用环境、公共建筑室内环境等应用场景提供人工环境调控整体解决 方案。主营业务收入构成为：设备82.94%，解决方案及服务16.68%，其他(补充)0.38%。 从申菱环境十大流通股东角度 数据显示，中航基金旗下1只基金位居申菱环境十大流通股东。中航机遇领航混合发起A（018956）三 季度新进十大流通股东，持有股数663.52万股，占流通股的比例为3.36 ...