Monitoring analyst research reports from Golden麒麟 can help uncover potential thematic opportunities with authority, professionalism, timeliness, and comprehensiveness. On February 1, seven significant positive developments emerged that are likely to influence tomorrow's stock market.
Seres Group announced its January vehicle sales reached 45,900 units, marking a substantial year-on-year increase of 104.85%. Notably, sales of new energy vehicles accounted for 43,000 units, surging 140.33% compared to the same period last year.
Goertek Inc. disclosed an increase in its share repurchase amount. Following a board meeting on January 30, 2026, the company raised its repurchase plan from a range of 500 million to 1 billion yuan to a new range of 1 billion to 1.5 billion yuan, while all other terms of the plan remain unchanged.
The company stated that upon completion, this repurchase will not alter the company's control rights or its listed status, and the share distribution will continue to meet all listing requirements.
Quzhou Dongfeng announced it received a proposal from its controlling shareholder, Quzhou Zhishang Enterprise Management Partnership, suggesting the company repurchase shares. The proposal, received on February 2, 2026, recommends using the company's own funds to repurchase A-shares via centralized bidding on the Shanghai Stock Exchange, with a total amount between 50 million and 100 million yuan.
All repurchased shares are intended to be used for implementing employee stock ownership plans or equity incentive schemes.
Jereh Group's wholly-owned subsidiary, GenSystems Power Solutions LLC, signed an overseas contract for gas turbine generator sets. The contract, valued at $181.5 million (approximately 1.26466 billion yuan), was signed with a U.S. client, marking the fourth such contract since November 2025 and involving the company's third U.S. partner in recent times.
The company indicated that this contract value represents about 9.47% of its audited operating revenue for 2024 and is expected to positively impact future operating performance.
Eoptolink Technology Inc.,Ltd. provided a net profit forecast for 2025, anticipating a massive surge. The company estimates its 2025 net profit attributable to shareholders will be between 9.4 billion and 9.9 billion yuan, a staggering increase of 231.24% to 248.86% year-on-year. This growth is attributed to continued investment in computing power and rapidly rising demand for high-speed products. Based on a Q3 net profit of 2.385 billion yuan, Q4 profit is projected between 3.073 billion and 3.573 billion yuan, indicating sequential growth of 29% to 50%, which exceeds analyst consensus expectations of 2.669 billion yuan for the quarter.
Guangdong Mingzhu issued a 2025 performance forecast predicting an extraordinary profit increase. The company expects its 2025 net profit attributable to parents to reach 166 million to 203 million yuan, representing year-on-year growth of 2,908.49% to 3,577.04%. The primary driver is the enhanced operational performance of its wholly-owned mining subsidiary, which significantly increased production and sales of iron concentrate powder through expansion and technical upgrades, and began selling lump ore.
Scinov anticipates a monumental rise in its 2025 net profit. The company preliminarily estimates its net profit attributable to shareholders will be between 43 million and 50 million yuan, an increase of 41.5 million to 48.5 million yuan year-on-year, translating to growth of 2,767% to 3,233%. Factors include an expected 13%-15% revenue increase, slight rises in operating costs and management fees, decreases in sales expenses, R&D costs, and asset impairment losses, coupled with a low profit base from the previous year.
In an institutional survey on February 1, InnoLight Technology commented on 1.6T demand. The company stated that as key clients begin deploying 1.6T technology this year, it expects a significant increase in 1.6T demand volume compared to 2025. Q1 orders for 1.6T products are growing rapidly and are expected to maintain a sequential growth trend. Furthermore, some clients will enter the 1.6T validation phase this year, with 1.6T anticipated to become a more mainstream demand among CSP clients next year.
InnoLight Technology also provided its 2025 earnings forecast. The company expects its 2025 net profit attributable to parents to be between 9.8 billion and 11.8 billion yuan, a year-on-year increase of 89.50% to 128.17%. This growth is driven by strong client investment in computing infrastructure, rapid shipment growth—particularly for high-speed optical modules—and optimized product solutions and operational efficiency. The net profit figure was impacted by several factors, including approximately 223 million yuan in share-based payment expenses, 113 million yuan in various impairment provisions, and 270 million yuan in exchange losses due to a weakening U.S. dollar. These were partially offset by a net increase of approximately 296 million yuan from investment income and fair value changes.
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