格隆汇2月5日丨民爆光电(301362.SZ)公布股票交易异常波动及股票交易严重异常波动公告，公司拟通 过现金和发行股份两种方式合计收购厦芝精密100%股权。厦芝精密审计、评估工作还在开展中，公司 尚需再次召开董事会审议现金收购和发行股份购买资产相关议案，另外，发行股份购买资产事项尚需公 司股东会审议通过、深圳证券交易所审核通过以及中国证券监督管理委员会同意注册后方可实施，能否 审核通过、完成注册尚存在不确定性。 ...

Group 1 - The Shanghai Composite Index fell by 0.64% to 4075.92 points, the Shenzhen Component Index decreased by 1.44% to 13952.71 points, and the ChiNext Index dropped by 1.55% to 3260.28 points as of February 5 [1] - A total of 57 stocks in the A-share market hit the daily limit, with the top three strong stocks being Minbao Optoelectronics (301362), Maoye Commercial (600828), and GCL-Poly Energy (002506) [1] - The top 10 strong stocks based on consecutive limit-up days and turnover rates include Minbao Optoelectronics with 4 consecutive limit-ups and a turnover rate of 57.8%, Maoye Commercial with 3 limit-ups in 5 days and a turnover rate of 7.97%, and GCL-Poly Energy with 2 consecutive limit-ups and a turnover rate of 21.6% [1] Group 2 - The top three concept sectors with the highest gains in the A-share market are the Horse Racing concept with a gain of 1.89%, Duty-Free Shops with a gain of 1.33%, and Internet Celebrity Economy with a gain of 1.3% [2] - The top 10 concept sectors based on their performance include Short Drama Games with a gain of 1.14%, Character Towns with a gain of 0.95%, and Tourism concept with a gain of 0.94% [2]

Market Overview - A total of 44 stocks hit the daily limit, while 10 stocks faced limit down, resulting in a sealing rate of 81%. The three major indices narrowed their losses in the afternoon after initially dropping over 1%. The North Securities 50 Index fell over 2%. 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. Over 3,700 stocks in the market declined. Consumer sectors such as film, beauty care, food and beverage, and retail led the gains, while sectors like photovoltaic, precious metals, electric grid equipment, and lithium mining faced declines. By the close, the Shanghai Composite Index fell by 0.64%, the Shenzhen Component Index by 1.44%, and the ChiNext Index by 1.55% [1][3]. Stock Performance Analysis - The advancement rate for consecutive limit-up stocks dropped to 23.08%, with a notable divergence in high-level stocks. Two previously high-profile stocks that achieved four consecutive limit-ups failed to advance further. Recent active funds have continued to gather around high-profile stocks involved in mergers and acquisitions or equity transfers. The stock "Minbao Optoelectronics," a merger and acquisition stock, achieved a significant turnover and maintained its four consecutive limit-ups. Meanwhile, stocks related to equity transfers, such as "Jiamei Packaging" and "Fenglong Co.," showed a weak-to-strong trend and reached historical highs. Despite the recent recovery in the consumer sector, the overall market sentiment remains poor due to the continued shrinkage of trading volume [3][4]. Sector Highlights - The Ministry of Commerce and eight other units recently issued a notice regarding the "2026 'Shopping New Spring' Special Activity Plan," signaling the start of the Spring Festival consumption peak. Benefiting from the release of several new films during the Spring Festival, the film sector has rebounded, with stocks like "Hengdian Film" recovering from previous declines. The retail sector has also seen significant gains, with stocks such as "Hangzhou Jiebai" and "Xinhua Du" hitting the daily limit. The liquor sector has performed well, with "Kweichow Moutai" achieving four consecutive gains, bringing its total market value close to 1.95 trillion yuan. The financial sector has shown strength in the afternoon, reflecting a recovery in some city commercial banks' performance [5][7]. Technology and Cloud Services - Following price increases by major North American cloud service providers like Google and Amazon, domestic cloud service providers are under scrutiny regarding when they will implement price hikes. The emergence of the open-source AI assistant "OpenClaw" has sparked interest among domestic cloud providers, leading to a resurgence in the computing power leasing concept. Stocks such as "Qunxing Toys" and "Erli San" have rebounded significantly. The latest financial report from Infineon, a power semiconductor giant, exceeded expectations, indicating that power semiconductors may become a new growth area under the increasing demand for data center power [6][9]. Investment Trends - In January 2026, the number of new investor accounts reached 4.9158 million, a month-on-month increase of 89% and a year-on-year surge of 213%. The fund market also saw a hot trend, with 546,300 new accounts opened, reflecting increases of 123.8% month-on-month and 168.7% year-on-year. The financial sector showed strong performance in the afternoon, with stocks like "Hualin Securities" hitting the daily limit. Internet financial platforms have outperformed traditional brokerages, with companies like "Tonghuashun" forecasting a more than 50% increase in net profit year-on-year [7][9]. Commercial Space and Aerospace - The U.S. Federal Communications Commission (FCC) has accepted SpaceX's application to build a non-geostationary satellite system, leading to a continued recovery in the commercial space sector. Stocks such as "Shenjian Co." and "Beimo High-Tech" hit the daily limit, while previously popular stocks in the space photovoltaic sector have cooled down. The acceleration of the space photovoltaic concept is closely related to Elon Musk's plans for significant expansion, with several companies issuing clarifications regarding rumors in the industry [8][9].

每经AI快讯，民爆光电涨10.12%，报85.61元/股，股价再创新高，总市值突破89.60亿元，成交额达1.24 亿元。 （文章来源：每日经济新闻） ...

长江商报消息●长江商报记者 徐佳 借资产并购进军PCB领域，民爆光电（301362.SZ）成为市场追捧焦点。 日前，民爆光电公布对外收购计划，拟通过发行股份的方式收购厦门厦芝精密科技有限公司（以下简 称"厦芝精密"）49%股权，并募集配套资金。同时，上市公司将以现金收购厦芝精密51%股权，该现金 交易与发行股份购买资产不互为前提。 两笔交易完成之后，民爆光电将合计持有厦芝精密100%股权，厦芝精密将成为上市公司全资子公司， 民爆光电的主营业务将延伸至PCB钻针领域。 在当前AI产业爆发增长的背景下实施并购，民爆光电将加速战略转型，分享AI产业及PCB钻针行业发展 带来的成长红利。 数据显示，2025年，厦芝精密实现营业收入1.35亿元，净利润1127.37万元。截至2025年末，厦芝精密资 产总额1.53亿元，所有者权益3965.18万元。 上述现金收购中，标的资产的转让对价预计不超过2.5亿元。以此粗略计算，厦芝精密100%股权的对价 或将达4.9亿元。 二级市场上，发布收购方案后，民爆光电已连收三个涨停板。截至2月4日收盘，报77.74元/股，较停牌 前一个交易日收盘价累计已上涨72.8%。 "两步走"全 ...

2月4日主力资金净流入4251.67万元；游资资金净流出2947.9万元；散户资金净流出1303.77万元。 截至2026年2月4日收盘，民爆光电(301362)报收于77.74元，上涨20.01%，已连续涨停3天，换手率 18.98%，成交量5.63万手，成交额4.38亿元。 当日关注点 交易信息汇总资金流向 龙虎榜上榜 沪深交易所2026年2月4日公布的交易公开信息显示，民爆光电（301362）因日涨幅达到15%的前5只证 券登上龙虎榜。此次是近5个交易日内第3次上榜。 董秘： 尊敬的投资者您好，关于标的公司的业绩情况请查阅公司于2026年1月31日披露于巨潮资讯网的 《深圳民爆光电股份有限公司发行股份购买资产并募集配套资金暨关联交易预案》。二级市场股价受宏 观政策、市场情绪等综合因素影响，请理性看待，注意投资风险。感谢您的关注。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总股票交易异常波动公告 来自交易信息汇总：2月4日主力资金净流入4251.67万元，显著高于游资与散户资金动向。 来自公司公告汇总：民爆光电拟 ...

Core Viewpoint - The company, Minbao Optoelectronics, has indicated that investors should refer to its asset acquisition and fundraising plan disclosed on January 31, 2026, for details on the performance of the target company [1] Group 1 - The company responded to investor inquiries on its performance through an interactive platform [1] - The stock price in the secondary market is influenced by macro policies and market sentiment, and investors are advised to approach this with rationality [1]

Core Viewpoint - Minbao Optoelectronics (SZ301362) reached its daily limit on February 4, 2026, with a price of 77.74 yuan, marking a 20.01% increase, and a total market capitalization of 8.137 billion yuan, driven by strategic transformation and business synergy [1] Group 1: Company Developments - The company announced the acquisition of equity in Xiazhi Precision, entering the high-end PCB drilling needle sector, which allows it to tap into high-end supply chains such as AI servers and 5G communications, aiming to create a second growth curve [1] - A restricted stock incentive plan covering 223 core employees was introduced for 2025, aligning employee interests with long-term operational stability [1] Group 2: Business Synergy - Minbao Optoelectronics, originally engaged in LED lighting, can leverage its precision manufacturing experience to complement its new business, enhancing collaborative development with Xiazhi Precision, which possesses R&D capabilities for micro-drilling below 0.2mm and has established long-term partnerships with globally recognized PCB manufacturers [1] Group 3: Market Performance - The stock was included in the "Dragon and Tiger List" on February 2 and 3, indicating significant participation from speculative funds, with trading volumes of 42.0207 million yuan and 36.0488 million yuan respectively, reflecting notable capital inflow that contributed to the stock price increase [1] - The limit-up on February 4 may have been influenced by the continuation of previous capital inflows and market optimism regarding the company's transformation and collaborative development [1]

格隆汇2月4日丨民爆光电(301362.SZ)涨20.01%，报77.740元，股价创历史新高，总市值81.37亿元。 ...

最新公告列表 《股票交易异常波动公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2026年2月3日收盘，民爆光电（301362）报收于64.78元，较前一交易日上涨20.01%，最新总市值 为67.81亿元。该股当日开盘64.78元，最高64.78元，最低64.78元，成交额达3604.88万元，换手率为 1.88%。 近日，民爆光电发布股票交易异常波动公告。公告显示，公司股票于2026年2月2日、3日连续两个交易 日收盘价涨跌幅累计偏离43.92%，构成异常波动。经核实，公司前期披露信息无误，未发现应披露而 未披露的重大事项。公告同时披露，公司拟以现金方式收购厦芝精密51%股权，并以发行股份方式收购 其49%股权，两项交易不互为前提。相关事项尚需董事会再次审议、股东大会批准及深交所审核、证监 会注册，存在不确定性。公司经营正常，控股股东在异动期间未买卖股票。 ...