证券日报网讯2月12日，铭利达（301268）在互动平台回答投资者提问时表示，公司的主要产品为结构 件制造，并不涉及电池的封装，公司生产制造所需的设备大部分均为通用型设备，可根据客户需求灵活 调整，无需大规模技术改造和适配。在新型电池结构件领域的市占率目前公司暂无相关数据。 ...

证券日报网讯2月12日，铭利达（301268）在互动平台回答投资者提问时表示，截至2026年1月31日，公 司的股东总户数为12254户。 ...

每经AI快讯，铭利达（301268.SZ）2月12日在投资者互动平台表示，由于海外汽车客户2025年转型电动 化的战略布局实际执行进度不如预期，针对公司定点项目的需求也与原计划存在较大差异，目前海外产 能利用率未达满产状态。同时由于成本费用较高，目前海外汽车客户业务尚处在亏损状态。 （文章来源：每日经济新闻） ...

每经AI快讯，铭利达（301268.SZ）2月12日在投资者互动平台表示，公司的主要产品为结构件制造，并 不涉及电池的封装，公司生产制造所需的设备大部分均为通用型设备，可根据客户需求灵活调整，无需 大规模技术改造和适配。在新型电池结构件领域的市占率目前公司暂无相关数据。 （文章来源：每日经济新闻） ...

Core Viewpoint - Minglida (301268.SZ) primarily manufactures structural components and does not engage in battery packaging [1] Group 1 - The company's manufacturing equipment is mostly general-purpose, allowing for flexible adjustments based on customer needs without requiring large-scale technological modifications [1] - Currently, there is no available data on the company's market share in the new battery structural component sector [1]

一笔规划超3年、总投资额预计最高可达13亿元的新能源项目，最终还是按下了"终止键"。 按照最初设想，项目一期应在2023年6月底前开工，2024年12月底前竣工投产，于2027年12月底前实现 达产；二期项目也计划于2023年7月底前完成供地，此后6个月内开工，开工之日起18个月内实现竣工、 投产，投产之日起18个月内实现达产。 然而，时至今日，这个庞大的投资计划却始终未能破土动工。在2026年2月10日晚间所发布的终止公告 中，铭利达表示，该项目至今仍处于建设前期筹划阶段，因此终止不会对公司业绩及财务状况产生重大 不利影响。 对于终止投资的原因，铭利达解释称，是"基于公司对市场环境的研判及战略发展布局的调整，为更好 整合公司现有资源，优化资源配置，降低公司投资风险"。 2 月 10 日晚间，铭利达（301268）（SZ301268）发布公告，宣布终止其在广东肇庆投资建设的"新能源 关键零部件智能制造项目"，公司将此举归因于对当前市场环境的研判及公司战略发展布局的调整。 值得注意的是，《每日经济新闻》记者查询发现，该项目自2022年12月起分两期签约，原计划面向新能 源汽车、光伏及储能等热门赛道，但签约至今已 ...

Core Insights - The news highlights significant corporate announcements and performance reports from various companies, indicating potential investment opportunities and market movements. Group 1: Corporate Announcements - Ge Weidong invested 1 billion yuan to subscribe for shares in Jianghuai Automobile's private placement, acquiring approximately 20.05 million shares at a price of 49.88 yuan per share, contributing to a total fundraising of about 3.5 billion yuan from eight investors [3][4] - *ST Cube completed its suspension review and will resume trading on February 11, 2026, after confirming no undisclosed significant matters related to the company [2] - Yunnan Baiyao plans to invest 137 million yuan in a second phase project for oral liquid production to meet growing market demand [11] Group 2: Performance Reports - Semiconductor manufacturer SMIC reported a 23.2% year-on-year increase in net profit for Q4 2025, reaching 1.223 billion yuan, driven by increased wafer sales and improved capacity utilization [5] - Special Biological Company reported a net profit of 1.038 billion yuan for 2025, reflecting a 25.39% increase year-on-year, attributed to stable sales of key products and new product approvals [6] - New Zobang achieved a net profit of 1.098 billion yuan in 2025, marking a 16.56% increase compared to the previous year [6] Group 3: Fundraising and Restructuring - New Han New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Chutian Long intends to raise up to 760 million yuan for the development of innovative safety products and digital operations [8] - Yi Yi Co. decided to terminate its plan to acquire 100% equity of a pet food company due to changes in the target company's operational conditions [8] Group 4: Major Contracts and Investments - Yunjiji Group signed an EPC contract worth 1.331 billion yuan for a cement production line and power station in Zimbabwe, representing 86.66% of the company's audited revenue for 2024 [9] - Solar Energy's subsidiary plans to acquire 100% of Jinhua Windling for 527 million yuan, enhancing its position in the solar power industry [9] - Yutong Technology intends to acquire 51% of Huayan Technology for 448.8 million yuan, which will become a subsidiary post-transaction [9]

Shareholder Reductions - Liu Xiaoying of Huason Pharmaceutical plans to reduce holdings by no more than 3% [1] - Dazi Yintai of Wushang Group plans to reduce holdings by no more than 3% [1] - The controlling shareholder of Runbei Hangke intends to collectively reduce holdings by no more than 3% [1] - Zhao Dongri of Rike Chemical plans to reduce holdings by no more than 3% [1] - Guo Yongfang of Guotou Intelligent plans to reduce holdings by 859.47 million shares [1] - Liu Chengyan, a director of Wangsu Technology, plans to reduce holdings by no more than 1.07% [1] - Dashu Chengzhang of Guoke Tiancai plans to reduce holdings by no more than 3% [1] - Sun Wenqiang, chairman of Haitai Technology, plans to reduce holdings by no more than 3% [1] - Baolifeng of Magu Technology plans to reduce holdings by no more than 214.96 million shares [1] - Zhang Mingyuan of Shunna Co., Ltd. plans to reduce holdings by no more than 1% [1] - Hengdian Holdings plans to reduce 964.40 million shares of Hengdian East Magnetic [1] - Tai'an Hahe has cumulatively reduced 157.2 million shares of Haimeixing [1] - The National Integrated Circuit Fund has reduced 1.08% of Yandong Micro's shares [1] Other Developments - ST Xinhua Jin faces potential suspension risk as the deadline for fund occupation rectification approaches [1] - Minglida has terminated the investment in the construction of the Zhaoqing new energy key component intelligent manufacturing project [1]

受全球大宗商品价格波动影响，越来越多的公司意识到价格风险管理的重要性，并通过多种方式和渠道 参与期货和衍生品交易，以期货和衍生品交易为企业高质量发展保驾护航。 北方铜业近期发布公告称，为规避主要产品价格波动带来的经营风险，锁定预期利润或减少价格波动造 成的损失，北方铜业股份有限公司（以下简称"公司"）及其子公司拟通过上海期货交易所开展与公司经 营业务相关的铜、黄金、白银期货合约，拟投入保证金不超过人民币70,000万元，在此额度范围内，保 证金可循环使用。 公告显示，公司已依据有关法律法规制定了《深圳市铭利达精密技术股份有限公司期货套期保值业务管 理制度》，对公司开展期货套期保值业务的审批权限、操作流程及风险控制等方面做出明确的规定，建 立有效的监督检查、风险控制和交易止损机制，降低内部控制风险。 公告显示，公司将商品期货套期保值业务与生产经营相匹配，最大程度对冲价格波动风险；制定了《套 期保值管理制度》，加强内部控制，落实风险防范措施及期货套期保值业务操作流程，规范期货套期保 值业务操作管理。 02. 森麒麟 青岛森麒麟轮胎近期发布公告称，为充分利用期货市场的套期保值功能，有效控制市场风险，规避原材 料价格 ...

Group 1 - Baichuan Co., Ltd. announced a recent price increase for some of its main products due to market supply and demand factors, but the sustainability of this price fluctuation remains uncertain, making it difficult to predict the impact on the company's performance [1] - Jincheng Co., Ltd. plans to increase its acquisition of CMH Company by an additional 42.50% stake, which will give it a total ownership of 97.5% and ultimate control over CMH [2] - Xinhang New Materials intends to raise no more than 1 billion yuan through a private placement of A-shares, with the funds allocated for projects including high-performance resin production and a composite materials innovation center [3] Group 2 - SMIC reported a sales revenue of $2.489 billion for Q4 2025, a 4.5% increase quarter-on-quarter, with an annual revenue of $9.327 billion, reflecting a 16.2% year-on-year growth [4] - China Railway Construction recently won 10 major projects, each valued over 1.5 billion yuan, totaling 45.142 billion yuan, which represents 4.23% of the company's audited revenue for 2024 [5] - Shenzhen Airport recorded a passenger throughput of 5.8795 million in January 2026, a year-on-year increase of 2.84% [6] Group 3 - China State Construction reported a new contract total of 399.5 billion yuan in January 2026, marking a 1.8% year-on-year increase [7] - Jindi Group's sales amount in January 2026 decreased by 45.78% year-on-year, with a signed area of 78,000 square meters [8] - Changyuan Power achieved a power generation of 3.971 billion kWh in January 2026, a year-on-year increase of 37.81% [9] Group 4 - Senyuan Electric is expected to win a project from the Southern Power Grid valued at 272 million yuan [10] - Chengyi Pharmaceutical's products are set to be selected for the national centralized procurement of expiring varieties [12] - Xinwufeng reported a 10.71% year-on-year decrease in pig sales volume in January 2026 [13] Group 5 - Shengnong Development's sales revenue in January 2026 increased by 40.48% year-on-year, with chicken sales volume rising by 42.79% [14] - Minglida announced the termination of its investment in a key component manufacturing project due to global economic uncertainties [15] - CITIC Securities reported that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [16] Group 6 - Pianzaihuang completed the first subject enrollment for its Phase II clinical trial of PZH2107 [17] - Xinzhou Bang reported a 16.56% year-on-year increase in net profit for 2025 [18] - Ankai Bus produced 761 vehicles in January 2026, a year-on-year increase of 35.65% [19] Group 7 - Weilan Bio plans to acquire a 50% stake in Aidimeng Weilan for 47 million yuan [20] - Ningbo Gaofa intends to establish a wholly-owned subsidiary with an investment of no more than 100 million yuan [21] - Shanghai Airport signed a leasing contract worth approximately 585 million yuan with the Shanghai Airport Group [22] Group 8 - Fosun Pharma's subsidiary received acceptance for a drug registration application [23] - Jindai Home's subsidiary invested in acquiring shares in a North American market company [24] - Huatong Co. reported a 1.45% year-on-year decrease in pig sales revenue in January 2026 [25] Group 9 - Yunnan Energy Investment's Nanchong Wind Power Project has been approved with a total installed capacity of 62,500 kW [28] - Youyan Silicon reported a 10.14% year-on-year decrease in net profit for 2025 [29] - Jinpu Titanium announced a temporary shutdown of its Nanjing Titanium White production due to reduced demand [30] Group 10 - Yipin Hong completed the sale of its stake in Arthrosi for a total of $9.5 billion in upfront payments [31] - Liande Co. stated that its gas turbine business currently has limited supply, with minimal impact on overall performance [32] - Tiens Wind Power signed new contracts worth 870 million yuan in the offshore engineering sector [33] Group 11 - Daqin Railway reported a freight volume of 31.28 million tons in January 2026, a year-on-year increase of 5% [34] - ST Mingcheng successfully dismissed all claims from Beijing Fusheng in a recent court ruling [35] - Zhiyang Innovation is planning to acquire control of Lingming Photon and will continue its stock suspension for up to five trading days [36][37] Group 12 - Fulai New Materials accelerated the commercialization of flexible sensors, preparing for mass production of its third-generation electronic skin products [38] - Minhe Co. reported a 36.89% year-on-year decrease in sales of broiler chicks in January 2026 [39] - Ruiang Gene received government subsidies totaling 2 million yuan [40] Group 13 - Huiyu Pharmaceutical's shareholder was forced to reduce holdings by 0.307% due to a court order [41] - Fuyuan Pharmaceutical's subsidiary obtained a drug registration certificate for a new oral solution [42] - Xuantai Pharmaceutical's product is set to be selected for national procurement [43] Group 14 - Chunqiu Electronics completed the cancellation of 9.1369 million repurchased shares [44] - Jinguang Electric won a bid worth approximately 28.8691 million yuan [45] - Hongda Co. plans to invest approximately 71.43 million yuan in a 110kV power transmission project [46] Group 15 - Nanchao Foods reported a 1.99% year-on-year decrease in revenue for January 2026 [47] - Shisheng Intelligent plans to repurchase shares worth between 17.5 million and 35 million yuan [48]