[Inventory of important news].

The latest deployment of the National Standing Committee! Vigorously support residents' income increase and promote "artificial intelligence + consumption".

The National Standing Committee held on February 10 studied the work related to boosting consumption, and also deliberated and adopted the "2025 Action Plan for Stabilizing Foreign Investment", proposing a number of measures to stabilize foreign investment. The interviewed experts said that the next step will be to take multiple measures to promote residents' income and enhance residents' consumption capacity. In terms of stabilizing foreign investment, we will expand independent development and further optimize the business environment.

Comments: The National Standing Committee also pointed out that it is necessary to focus on the consumption areas with strong influence and large growth space, and dig deep into the consumption potential. Promote the quality of service consumption to benefit the people, optimize the supply of "one old and one small" service, support convenient service consumption, expand cultural, sports and tourism consumption, promote ice and snow consumption, and develop inbound consumption. Promote the renewal and upgrading of bulk consumption, increase support for the trade-in of consumer goods, better meet the demand for housing consumption, and extend the automobile consumption chain. Strengthen the leadership of consumer brands, support the accelerated development of new consumption, promote "artificial intelligence + consumption", healthy consumption, etc., and continue to create new consumer products, new scenarios and new hot spots.

Chinese assets soared across the board! The bigwigs who vowed to buy "everything" Chinese assets increased their positions in Chinese concept stocks and ETFs across the board

In Monday's trading, Chinese concept stocks performed strongly, indicating a rebound in investor confidence in the Chinese market. Direxion 3x Long China Fund rose 7.68%. In addition, the iShares MSCI China ETF (MCHI) rose by 2.57%. The Nasdaq China Financial Index (HXC) rose 2.61%, and the Wind China Technology Index (DRAG) also closed up 3.98%.

Comment: Markets remain nervous, with concerns about inflation on the one hand and the potential adverse impact of Trump's plan on the U.S. economy on the other.

At the beginning of the year, more than a number of central state-owned enterprises planned to reorganize, and the industry expects the M&A market to continue to heat up

With the clear encouragement of the policy, since 2024, a new round of mergers and acquisitions in the A-share market led by central state-owned enterprises has begun. Entering 2025, the enthusiasm for mergers and acquisitions of listed companies has not diminished, and Yicai has paid attention to the fact that so far this year, central state-owned enterprises such as CCCC Real Estate and Guangxi Radio and Television have released restructuring news. The warm wind of policy also continues to blow towards mergers and acquisitions. The China Securities Regulatory Commission recently mentioned that it will optimize the mergers and acquisitions of technology-based listed companies, implement the "six mergers and acquisitions", and support listed companies to implement mergers and acquisitions around industrial transformation and upgrading, strengthening the chain and supplementing the chain.

Comments: With policy support and changes in the market environment, especially in the fields of new energy vehicles, optoelectronic information, high-end equipment manufacturing, etc., the trend of horizontal integration between enterprises is obvious, and it is expected that the M&A market will continue to heat up in 2025.

Stock price changes of a number of "DeepSeek Concept Stocks" The announcement has little impact on the business at present

On the evening of February 10, Wanshun New Materials, Baoland, Hangzhou Iron and Steel Co., Ltd., Qingyun Technology and other "DeepSeek concept stocks" issued stock price change announcements, saying that the company has products or businesses connected to DeepSeek, but the proportion of related income in operating income is very small, or there is no substantial impact on the main business.

Comments: A number of "DeepSeek concept stocks" have a similar situation, and the market capitalization of individual stocks with obvious gains is smaller.

The

era of intelligent driving and equal rights is coming

In just a few working days since the start of the Year of the Snake, a number of automakers such as VOYAH Automobile, BYD, and Changan Automobile have released plans to "popularize intelligent driving for all". "The era of intelligent driving and equal rights has arrived!" In an interview with a reporter from Shanghai Securities News, a number of automotive industry insiders said that intelligent driving is the touchstone for identifying the advancement of artificial intelligence, and it is also the benchmark for judging whether to enter the AGI era. As the cost continues to decline, high-end intelligent driving has gradually become the "standard" of automobiles. It is expected that high-end intelligent driving functions such as NOA (automatic assisted navigation driving) will enter the mainstream model market in the range of 150,000 yuan within the year.

Comments: Why did Zhijia Equal Power become popular overnight? Zhu Yulong, a veteran in the automotive industry and the founder of Zhineng Automobile, believes that from the perspective of technology, intelligent driving technology continues to mature, providing a foundation for equal rights for intelligent driving; From the perspective of the market, the increase in consumer demand and the fierce competition among car manufacturers require car companies to use this as a means of differentiating competition and expanding market share; From a social point of view, the equal right of intelligent driving helps to improve the overall traffic safety and efficiency, which is in line with the needs of social development.

[Industry hot spots].

AI glasses have become an important growth pole in the consumer electronics industry chain, and a number of products are planned to be launched in the first half of this year

The brain-computer interface industry is favorable, and listed companies are actively deployed

The

price of pure gold jewelry "rises all boats", and listed companies accelerate product innovation

The recovery of the consumer electronics market drives the growth of a number of listed companies in the robot industry chain last year

[Market dynamics].

A-shares: A-shares continued to strengthen on the 10th, and the major stock indexes all ended in the red. Among them, the Shanghai Composite Index "rose three times in a row" and successfully stood above 3,300 points. As of the close of the day, the Shanghai Composite Index was reported at 3322 points, up 0.56%; The Shenzhen Component Index was reported at 10,631 points, up 0.52%; The GEM index was reported at 2183 points, up 0.44%. In terms of sectors, most of the A-share industry sectors rose on the day, and the technology-related sectors performed well. According to the statistics of financial data service provider Flush, IT services, communication services, software development and other sectors rose by 6.69%, 5.88% and 5.68% respectively, leading all industry sectors of A-shares.

Hong Kong stocks: The three major indexes of Hong Kong stocks opened higher and went higher, showing a strong rise throughout the day, and once again refreshed the new highs in the stage, technically out of the main rising wave market. By the end of the day, the Hang Seng Tech Index rose 2.65% to perform the strongest, the Hang Seng Index and the HSCEI rose 1.84% and 2.09% respectively, and the Hang Seng Index stood above 21,500 points. On the disk, the rise of DeepSeek has led to the restructuring of the valuation of Chinese technology stocks, and large technology stocks as market vanes have risen across the board, Xiaomi Group has reached a new high, Alibaba and Meituan have risen by more than 5%, Baidu has risen by 3.7%, and Kuaishou, JD.com, Tencent, and NetEase have all risen; The three major operators joined hands to pull up, and China Telecom rose more than 4% to a record high.

U.S. stocks: U.S. stocks rose across the board on Monday, with technology stocks performing well as markets awaiting Powell's hearing and the latest inflation data. At the close, the Dow rose 167.01 points, or 0.38%, to 44,470.41, the Nasdaq rose 0.98% to 19,714.27, and the S&P 500 rose 0.67% to 6,066.44.

Institutional Strategy

CITIC Securities: Bank stocks return to the fundamental framework and focus on absolute return opportunities

According to the CITIC Securities research report, the unexpected factors during the Spring Festival have been reflected in the post-holiday market performance. Against the backdrop of the expected market reassessment of possible policy, economic and industry changes in the next stage from next week, bank stock investment has returned to logic based on a fundamental framework. We believe that the revaluation of business models is the core contradiction of bank stock investment in the first half of 2025, and it is recommended to pay attention to the absolute return opportunities of industry valuation upside. In addition, the difference between dividend yield and risk-free yield has widened, which also implies that the potential allocation power of bank stocks has increased.

Huatai Securities: There may still be room for interpretation in the technology growth market

Huatai Securities pointed out that with the performance forecast and the landing of the two major overseas disturbance factors, Deepseek will lead global investors to reshape their perception of Chinese assets after the holiday, and technology growth is expected to lead a new round of valuation repair of Chinese assets, focusing on two transaction clues: 1) Technology growth opportunities led by Deepseek, but the recent TMT sector trading volume has returned to the 40% mark, and investors are worried about triggering an "overheating" signal. First, in the past, the winning rate of the local high point of the turnover accounted for the top escape signal was not high, second, the money-making effect indicators of AI applications, robots and other sectors have not yet run to the historical low cost performance range, and third, compared with the beginning of 2023, this round of technology market also has foreign capital help in addition to transaction funds. Therefore, short-term momentum may have a basis for continuation, and attention should be paid to the internal high-low switching; 2) In addition, after the holiday, entering the focus period of the two sessions, policy expectations have been strengthened, focusing on the reversal of supply, domestic demand and consumption game opportunities, and the layout of dividends.

Huaxi Securities: AI glasses are expected to become the next consumer electronics terminal with shipments of more than 100 million

Huaxi Securities pointed out that AI glasses are blooming, and the future market space has great potential. Pan-AI smart glasses (AI audio/video glasses + AR glasses) are expected to benchmark mobile phone shipments in the long run. According to Statista, in 2023, about 850 million pairs of sunglasses will be shipped globally, and about 580 million pairs of traditional glasses will be shipped, totaling 1.43 billion pairs (1.17 billion smartphones will be shipped in 2023). Looking forward to the future, with the enrichment of product forms, the continuous decline of costs, the iterative upgrading of optical display solutions, and the improvement of AI end-side computing power, AI glasses are expected to become the next consumer electronics terminal with shipments of more than 100 million, and the potential market size in the future is huge. It is recommended to focus on the core links with a high proportion of value.

[Topic Company].

Shenzhen Railway Group rushed to help Vanke! It is planned to provide RMB 2.8 billion in shareholder loans to Vanke

On the evening of February 10, Vanke announced that the company's largest shareholder, Shenzhen Metro Group Co., Ltd. (hereinafter referred to as Shenzhen Railway Group), intends to provide the company with a loan of 2.8 billion yuan, which is lower than the one-year loan market prime rate (LPR) announced by the National Interbank Funding Center. On January 27, Shenzhen Railway Group took full control of Vanke's management. Therefore, this is the first time that Shenzhen Railway Group has made a large-scale effort to help Vanke after its "full control". Shenzhen Railway Group is a rail transit giant with total assets of more than 700 billion yuan, which is wholly owned by the Shenzhen State-owned Assets Supervision and Administration Commission.

14 days and 13 board "big bull stocks" announcement: may be terminated from listing! What's the situation?

On the evening of February 10, *ST Information and Communication announced that the company was superimposed on the delisting risk warning because it failed to complete the correction of capital occupation within 2 months of suspension. If the correction is not completed within 2 months after the resumption of trading, the company's shares may be terminated by the Shanghai Stock Exchange. In addition, due to the issuance of an audit report that cannot express an opinion in the 2023 annual financial report, the company has been put on delisting risk alert from May 6, 2024. If the 2024 annual report reaches the financial delisting indicator after the disclosure, the company's shares will also be terminated from listing. At the same time, the company was judicially deducted 60.4854 million yuan due to a dispute over a guarantee contract with Huiqiantu (Xiamen) Asset Management Co., Ltd. and Deng Wei, and if the funds are not properly resolved before the disclosure of the 2024 annual report, it may affect the audit results of the financial accounting report or the internal control of the financial report, further increasing the risk of termination of listing.

[IPO dynamics].

None

Announcement Reminder

[Suspension].

600863 Inner Mongolia Huadian

688739 into big creatures

[Resumption].

300839 Bohui shares

[Product].

Salt Lake shares: the controlling shareholder changed its name

Salt Lake Co., Ltd. (000792) announced that the company recently received a notice from the company's controlling shareholder that the name of the controlling shareholder was changed from "China Salt Lake Industry Co., Ltd." to "China Salt Lake Industry Group Co., Ltd.", and other matters have not been changed. The above-mentioned name change has completed the industrial and commercial change registration procedures and obtained a new business license. The above-mentioned change of the controlling shareholder's corporate name does not involve a change in the shareholding of the company's controlling shareholder, does not affect the company's business activities, and the company's controlling shareholder and actual controller have not changed.

Zhongda De: It is planned to invest about 200 million yuan in the construction of a production line project

Zhongda (002896) announced that the company plans to invest in the construction of a precision core component production line project in Cixi Smart Home Appliance High-tech Industrial Park, with an estimated total investment of about 200 million yuan and a project construction period of 24 months.

Qianjiang Water Conservancy: It is planned to invest 143 million yuan in the water quality improvement project of Nanshan Water Plant in Yongkang City

Qianjiang Water Conservancy (600283) announced that Yongkang Company, a holding subsidiary, plans to invest in the water quality improvement project of Nanshan Water Plant in Yongkang City, with an investment amount of 143 million yuan.

Baoland: Some businesses are connected to DeepSeek-related models, and the related revenue accounts for a very small proportion of the company's revenue

Baoland (688058) issued an announcement on abnormal fluctuations in stock trading, saying that in order to meet the needs of customers and business, some businesses such as the company's product AI smart assistant have been connected to DeepSeek-related models, and the related revenue accounts for a very small proportion of the company's operating income, which has no substantial impact on the company's business development. As of the disclosure date of the announcement, the company does not directly or indirectly hold the equity of Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd. (DeepSeek is a large model under the banner of Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd. (Golden Kylin Analyst)); The company has no business cooperation with Hangzhou Deep Quest Artificial Intelligence Basic Technology Research Co., Ltd.

Yaxiang shares: 61 million yuan to transfer 95% of the equity of the holding subsidiary

Yaxiang Co., Ltd. (301220) announced that the company will transfer 95% of the shares of its holding subsidiary, Kunshan Hao Lirui Environmental Protection Technology Co., Ltd. (hereinafter referred to as "Hao Lirui"), to Kunshan Chengdong Chemical Co., Ltd. at a transfer price of 61 million yuan. After the completion of this transaction, the company will no longer hold the equity of the company, and the company will no longer be included in the company's consolidated financial statements.

Guangfeng Technology: The company received a notice of development designation from a well-known car company

Guangfeng Technology (688007) announced that the company recently received a development designation notice issued by a well-known car company, and the company will become its on-board optical component supplier to supply intelligent cockpit display products for its SUV models of its new era technology brand. Up to now, based on the technology, innovation and differentiation of on-board products, the company has obtained a total of 11 on-board business designations. In 2024, the company's on-board business will enter a stage of rapid volume start-up, deliver on-board products with quality and quantity, and achieve an operating income of more than 600 million yuan.

China Resources Shuanghe: Mercaptopurine tablets (II.) obtained the drug registration certificate

China Resources Shuanghe (600062) announced that recently, the company received the mercaptopurine tablets (II.) drug registration certificate issued by the State Food and Drug Administration. Mercaptopurine tablets (II.) are improved drugs of mercaptopurine tablets that have been marketed, which are suitable for the blast crisis of acute lymphoblastic leukemia (ALL) and acute non-lymphoblastic leukemia and chronic myeloid leukemia in children.

Hangzhou Iron and Steel Co., Ltd.: The safety accident that occurred in Ningbo Iron and Steel is still under investigation

Hangzhou Iron and Steel Co., Ltd. (600126) announced that Ningbo Iron and Steel, a wholly-owned subsidiary of the company, recently had a safety accident. After a preliminary investigation, the driver of a diesel locomotive in the iron industry drove a diesel locomotive out of the track and hit a soft water pipe in the ironmaking plant area, resulting in the accident causing injuries to one employee at the scene. The company immediately carried out on-site emergency treatment and sent the injured employee to the hospital for treatment as soon as possible, but he still died due to the severity of the injury and failed to rescue him. The aftermath of the accident is being carried out in an orderly manner. Up to now, the cause of the accident is still under further analysis and investigation, Ningbo Iron and Steel has not received the investigation report and related treatment opinions issued by the safety department for the accident, and the production and operation of Ningbo Iron and Steel have not been significantly affected, and have gradually returned to normal. As the aftermath of the accident is being carried out, the company is not yet able to accurately estimate the economic losses caused by the accident.

[Performance].

JAC: Sales of new energy passenger vehicles in January were 1,113, a year-on-year increase of 9.01

JAC Motors (600418) announced that its vehicle sales in January 2025 will be 35,600 units, a year-on-year decrease of 9.39%. Among them, the sales of new energy passenger vehicles in January were 1,113, a year-on-year increase of 9.01%.

Soochow Securities: Net profit in 2024 will be 2.366 billion yuan, a year-on-year increase of 18.19

Soochow Securities (601555) released a performance report, and in 2024, the company will achieve a total operating income of 11.536 billion yuan, a year-on-year increase of 2.26%; net profit was 2.366 billion yuan, a year-on-year increase of 18.19%; Basic earnings per share was 0.48 yuan.

Bank of Chengdu: Net profit in 2024 will be 12.863 billion yuan, a year-on-year increase of 10.21

Bank of Chengdu (601838) released a performance report, and in 2024, the company will achieve operating income of 22.977 billion yuan, a year-on-year increase of 5.88%; net profit was 12.863 billion yuan, a year-on-year increase of 10.21%; Basic earnings per share was 3.28 yuan. As of the end of 2024, the company's non-performing loan ratio was 0.66%, down 0.02 percentage points from the beginning of the year, and the provision coverage ratio was 479.28%, down 25.01 percentage points from the beginning of the year.

New Hope: January hog sales revenue fell 4.72% year-on-year

New Hope (000876) announced that the company sold 1.4987 million live pigs in January 2025, a month-on-month change of -5.83% and a year-on-year change of -13.11%; revenue was 2.057 billion yuan, a month-on-month change of -14.65% and a year-on-year change of -4.72%; The average sales price of commercial pigs was 15.41 yuan/kg, a month-on-month change of -0.64% and a year-on-year change of 15.86%.

Wen's shares: January pig sales revenue increased by 26.07% year-on-year

Wen's shares (300498) announced that the company sold 2.8997 million live pigs in January 2025, with an income of 5.349 billion yuan and an average sales price of 15.77 yuan/kg, with month-on-month changes of -4.64%, -10.37% and -0.76%, and year-on-year changes of 9.95%, 26.07% and 14.61% respectively. In January 2025, 94.6376 million broilers were sold, with an income of 2.369 billion yuan, and the average sales price of hairy chickens was 11.40 yuan/kg, with month-on-month changes of -12.23%, -13.63%, and -1.89%, respectively, and year-on-year changes of -5.26%, -14.94%, and -9.88%, respectively.

Tang Renshen: The sales revenue of live pigs in January increased by 96.86% year-on-year

Tang Renshen (002567) announced that the company's live pig sales in January 2025 were 459,100 heads, an increase of 39.88% year-on-year and a month-on-month decrease of 16.89%; The total sales revenue was 815 million yuan, an increase of 96.86% year-on-year and a decrease of 16.36% month-on-month. The main reason for the year-on-year increase in the company's pig sales in January 2025 is the increase in the number of pigs slaughtered under the "company + farmer" breeding model.

Keming Food: The sales income of Xingjiang Muge, a holding subsidiary, in January was 40.4066 million yuan

Keming Food (002661) announced that its holding subsidiary Xingjiang Muge sold 37,400 live pigs in January 2025, with a month-on-month increase of 96.56% and a year-on-year decrease of 12.16%; The sales revenue was 40.4066 million yuan, an increase of 84.16% month-on-month and a year-on-year decrease of 16.50%. In January 2025, the month-on-month increase in the number of live pig sales and revenue was mainly due to the orderly recovery of production capacity and the increase in pig slaughter.

ST Tianbang: The sales revenue of commercial pigs in January fell by 4.06% year-on-year

ST Tianbang (002124) announced that the company sold 437,200 commercial pigs in January 2025, with a sales revenue of 613 million yuan and an average sales price of 16.55 yuan/kg (the average price of commercial fat pigs was 15.36 yuan/kg), with month-on-month changes of -19.40%, -22.07% and -1.68% respectively; The year-on-year changes were -37.67%, -4.06% and 25.34% respectively.

Dongrui shares: January pig sales revenue fell 13.5% month-on-month

Dawnrays Co., Ltd. (001201) announced that in January 2025, the company sold a total of 91,300 live pigs, with a sales revenue of 139 million yuan, a decrease of 13.50% month-on-month; The average sales price of commercial pigs was 16.53 yuan/kg, down 4.42% month-on-month.

Minhe shares: In January, the sales revenue of commercial chicken seedlings increased by 19.12% year-on-year

Minhe Co., Ltd. (002234) announced that the company sold 25.7561 million commercial chicken seedlings in January 2025, a year-on-year change of 46.88% and a month-on-month change of 43.48%; The sales revenue was 62.6924 million yuan, a year-on-year change of 19.12% and a month-on-month change of -6.81%. The company's sales of commercial chicks increased year-on-year and month-on-month, mainly due to the fact that the incubation period was in the suspension period last month and the same period last year, and the output was low, and the normal hatching resumed this month.

Lihua shares: January broiler sales revenue fell 4.79% year-on-year

Lihua Co., Ltd. (300761) announced that the company sold 45.1107 million broilers in January 2025, with a sales revenue of 1.174 billion yuan and an average sales price of 11.78 yuan/kg, with month-on-month changes of -4.44%, -1.43% and 3.24%, and year-on-year changes of 3.92%, -4.79% and -9.18% respectively. In January 2025, the company sold 162,100 pigs, with a sales revenue of 314 million yuan and an average sales price of 16.12 yuan/kg, with month-on-month changes of -14.46%, -15.59% and 0.88%, and year-on-year changes of 105.19%, 149.21% and 14.49% respectively.

Yisheng shares: In January, the sales revenue of white feather broiler chicks decreased by 8.92% year-on-year

Yisheng Co., Ltd. (002458) announced that the company's sales of white feather broiler chicks in January 2025 were 54.32 million, and the sales revenue was 145 million yuan, with year-on-year changes of 22.90% and -8.92%, and month-on-month changes of 22.77% and -19.81% respectively. The sales volume of Yisheng 909 small white feather broiler chicks was 7.515 million, and the sales revenue was 8.3845 million yuan, with year-on-year changes of 2.09% and -7.64%, and month-on-month changes of 26.09% and 10.99% respectively. The company's sales volume of breeding pigs in January 2025 was 975, and the sales revenue was 2.6866 million yuan, with year-on-year changes of -60.76% and -63.94%, and month-on-month changes of -83.34% and -80.85% respectively. Due to the expansion demand of the company's breeding farms, some of the company's breeding pigs will be used for self-rearing in January 2025; In addition, due to the Spring Festival holiday, some of the company's orders in January 2025 were postponed to February 2025, so the company's pig sales and sales revenue decreased year-on-year and month-on-month.

Xiantan shares: In January, the sales revenue of chicken products was 352 million yuan

Xiantan Co., Ltd. (002746) announced that the company will achieve sales revenue of 352 million yuan and sales volume of 38,600 tons of chicken products in January 2025, with year-on-year changes of -22.39% and -21.18%, and month-on-month changes of -27.24% and -25.22% respectively. Affected by the Spring Festival holiday in January 2025, the number of production days in January 2025 decreased compared with January 2024, resulting in a year-on-year and month-on-month decrease in the sales volume of the company's chicken products, and a corresponding decrease in sales revenue.

Ankai Bus: Sales in January increased by 45.71% year-on-year

Ankai Bus (000868) announced that it will sell 561 vehicles in January 2025, a year-on-year increase of 45.71%.

[Sign a big order].

Guosheng Technology: The holding subsidiary won the bid for a procurement project of 1.043 billion yuan

Guosheng Technology (603778) announced that Anhui Guosheng New Energy, a secondary holding subsidiary of the company, will participate in the public bidding for the 2025 photovoltaic module equipment frame centralized procurement of CGN New Energy in December 2024. Recently, Anhui Guosheng New Energy received the notice of winning the bid and was determined to be the winning bidder of CGN New Energy's 2025 photovoltaic module equipment frame centralized procurement package 1 (bid section 2), with a winning bid amount of 1.043 billion yuan.

Yue Yang (Jin Qilin Analyst) Lin Paper: A wholly-owned subsidiary, Chengtong Carbon Sink, won the bid for the forestry carbon sink resources cooperative development project

Yueyang Forest Paper (600963) announced that Chengtong Carbon Sink, a wholly-owned subsidiary of the company, recently received a notice of winning the bid, becoming the winning bidder of the social capital investment project for the development and introduction of forestry carbon sink resources in Xing'an County and the cooperative development project of forestry carbon sink resources in Qilin District, Qujing City. The cooperation period of the social capital investment project for the development and introduction of forestry carbon sink resources in Xing'an County is 20 years (excluding the declaration period of 15 months), and the emission reduction period is 20 years. The cooperation period of the forestry carbon sequestration resources cooperative development project in Qilin District, Qujing City is determined to be within 20 years, and the specific cooperation period is subject to the time agreed in the final signed contract.

[Increase or decrease in holdings].

Tianyuan shares: the controlling shareholder plans to increase the company's shares by 150 million yuan to 300 million yuan

Tianyuan Co., Ltd. (002386) announced that the company's controlling shareholder, Yibin Development Holding Group Co., Ltd., plans to increase its holdings of the company's shares by no less than 150 million yuan and no more than 300 million yuan within six months from February 11, 2025 through the Shenzhen Stock Exchange system through centralized bidding transactions. There is no price range for this increase plan.

Three-dimensional shares: shareholder Wu Shanguo plans to increase his holdings of the company's shares by 30 million yuan to 60 million yuan

Sanwei shares (603033) announced that Wu Shanguo, a shareholder of 14% of the company's shares, intends to increase his holdings of the company's shares in a centralized bidding transaction within 6 months, with an amount of 30 million yuan to 60 million yuan.