Latest update on major announcements from Shanghai and Shenzhen listed companies on the evening of February 5

Several listed companies in the Shanghai and Shenzhen markets released company announcements on the evening of February 5. Below is a summary of important notices.

【Major Events】

Breeze Easing: Actual controller Ma Xuejun under investigation by the CSRC for suspected market manipulation

Breeze Easing (688793) announced on February 5 that it received a “Notice of Filing” from the China Securities Regulatory Commission (CSRC) regarding its actual controller Ma Xuejun, due to suspected market manipulation. The CSRC has decided to proceed with an investigation. This investigation pertains solely to Ma Xuejun personally and will not significantly impact the company’s daily operations. He continues to perform his duties normally at the company.

Tianqi Mold: Planning to acquire Dongshi Shares stake, trading suspension from February 6

Tianqi Mold (002510) announced on February 5 that it is planning to acquire a stake in Dongshi Automotive Technology Group Co., Ltd. (“Dongshi Shares”) through issuing shares and paying cash, and will raise supporting funds. This transaction is expected to constitute a major asset restructuring and a related-party transaction, but not a reorganization or listing. The company’s stock will be suspended from trading starting February 6, and it is expected to disclose the transaction plan within no more than 10 trading days.

Huahai Chengke: The current storage industry is entering a super cycle driven by AI, positively impacting the company’s operations

Huahai Chengke (688535) stated on an interactive platform on February 5 that the storage industry is currently entering a super cycle driven by AI. This cycle not only boosts the prices of storage chips but also promotes the growth of the packaging material supply chain through advanced packaging technology, which has a positive impact on the company’s operations. Relying on technological innovation and product restructuring, the company is gradually expanding its market share in traditional packaging and actively deploying in advanced packaging to promote high-end product industrialization.

Oubo Zhongguang: Application for issuance of shares to specific targets approved by the SSE

Oubo Zhongguang (688322) announced on February 5 that its application for issuing A-shares to specific targets in 2025 has been approved by the Shanghai Stock Exchange (SSE). The implementation is subject to approval by the CSRC for registration.

【Performance Highlights】

Yingji芯: Net profit of 177 million yuan in 2025, up 42.81% year-on-year

Yingji芯 (688209) released its performance report on February 5, showing that in 2025, the company achieved a total revenue of 1.612 billion yuan, up 12.65% year-on-year; net profit attributable to shareholders was 177 million yuan, up 42.81%; basic earnings per share were 0.41 yuan. During the reporting period, the company’s products saw rapid growth in shipments across multiple fields including battery management, PMU, new energy, and industrial vehicle regulations, with steady revenue growth.

Jinlong Auto: January 2026 bus sales of 4,712 units, up 35.32% year-on-year

Jinlong Auto (600686) announced on February 5 that in January 2026, the company’s bus sales totaled 4,712 units, an increase of 35.32% year-on-year.

Hengwei Technology: Net profit of 34.938 million yuan in 2025, up 30.13%

Hengwei Technology (603496) released its performance report on February 5, showing that in 2025, operating revenue was 1.047 billion yuan, down 6.31% year-on-year; net profit attributable to shareholders was 34.938 million yuan, up 30.13%; basic earnings per share were 0.1091 yuan. During the period, the company’s network visualization business revenue was 448 million yuan, up 18.40%, mainly due to increased order recognition from telecom operators, though gross margin declined somewhat due to product mix. The company’s intelligent system platform business revenue was 598 million yuan, down 19.04%, mainly due to reduced orders for intelligent computing integrated machines, but benefiting from increased demand in network communication and cybersecurity markets, with significant growth in switch hardware and network security platform revenues.

Western Pasture: Fresh milk production in January decreased by 2.54% year-on-year

Western Pasture (300106) announced on February 5 that in January 2026, fresh milk production was 3,076.65 tons, an increase of 8.78% month-on-month but a decrease of 2.54% year-on-year.

【Increase/Decrease Holdings】

Changxin Bochuang: Shareholder ZHU WEI terminates transfer of 5.04% stake

Changxin Bochuang (300548) announced on February 5 that due to changes in objective conditions, shareholder ZHU WEI (Zhu Wei), holding over 5%, has terminated the transfer of 14.5 million unrestricted circulating shares, accounting for 5.04% of the company’s total share capital, to Ningbo Ningju. As of February 4, 2026, ZHU WEI held 20.8799 million shares, representing 7.16% of the total.

Bega Jie: Employee stock ownership plan and senior executives to collectively reduce holdings by no more than 3%

Bega Jie (603059) announced on February 5 that its employee stock ownership platforms Xiaobei No. 1 and Xiaobei No. 2 plan to reduce holdings through centralized bidding and block trades, respectively, by no more than 2.09% and 0.9% of total shares, i.e., no more than 2.09% and 0.9%. Directors and senior management, including CFO Ji Yufang and Vice President and Board Secretary Xue Yunpu, plan to reduce their holdings by no more than 3,000 shares each, representing less than 0.003% of total shares.

Xianheng International: One of the actual controllers’ concerted actors plans to reduce holdings by no more than 3%

Xianheng International (605056) announced on February 5 that Hangzhou Xianing Investment Partnership (Limited Partnership), Hangzhou Wanning Investment Partnership (Limited Partnership), Hangzhou Hongning Investment Partnership (Limited Partnership), Hangzhou Dening Investment Partnership (Limited Partnership), and Hangzhou Yining Investment Partnership (Limited Partnership) plan to reduce their holdings collectively by no more than 3% through centralized bidding and block trades. These partnerships are concerted actors of the company’s actual controller Wang Laixing. Former supervisor and current director and senior management hold company shares indirectly through these partnerships and will participate in the share reduction and profit distribution.

【Major Contracts】

Dongnan Network Rack: Joint bid for 9.94 billion yuan EPC project

Dongnan Network Rack (002135) announced on February 5 that it recently received a “Winning Notice” from the bidding entity, Hangzhou Xiaoshan Environmental Investment Yu Xue Culture Co., Ltd., confirming that the company, together with Chao Feng Steel Structure Group Co., Ltd., and Zhejiang University Architectural Design and Research Institute Co., Ltd., formed a consortium that won the “South Station Unit XS110203-02, XS110203-28 Land Cultural Industry Project EPC General Contracting” with a total bid amount of 9.94 billion yuan. This is the company’s second snow and ice cultural tourism industry project after the Zhangjiakou Chongli Taizi City Ice and Snow Town project.

Rongfa Nuclear Power: Fully owned subsidiary wins 1.01 billion yuan China General Nuclear Engineering project

Rongfa Nuclear Power (002366) announced on February 5 that its wholly owned subsidiary, Yantai Taiai Manuer Nuclear Power Equipment Co., Ltd. (“Yantai Taiai Nuclear Power”), recently received a “Winning Notice” from China General Nuclear Engineering Co., Ltd., confirming that Yantai Taiai Nuclear Power is the winning bidder for LOT120Gc (main pipe spare parts) of CW Project Unit 1 and BZ Project Unit 6, with a bid amount of 1.01 billion yuan. If the contract is signed and implemented smoothly, it will positively impact the company’s future performance.

Taiji Industry: Subordinate consortium pre-wins Huahong FAB9B project

Taiji Industry (600667) announced on February 5 that its subsidiary, the 11th Design and Research Institute of Electronic Industry Co., Ltd. (“11 Tech”), in cooperation with Shanghai Construction Fourth Engineering Group Co., Ltd., pre-won the general contracting of Huahong FAB9B project for Huahong Hongli Semiconductor (Wuxi) Co., Ltd., with a bid price of 3.778 billion yuan. According to the “Joint Venture Agreement,” 11 Tech’s contractual workload is expected to account for 98.46%, approximately 3.719 billion yuan.