1. Kweichow Moutai: As of the end of January 2026, the company had cumulatively repurchased 416,900 shares, representing 0.0333% of its total share capital. The highest purchase price was 1,418.37 yuan per share, the lowest was 1,322.6 yuan per share, and the total amount paid was 571 million yuan (excluding transaction fees).
2. Contemporary Amperex Technology Co.,Ltd. (CATL): As of January 31, 2026, the company had cumulatively repurchased 15,990,800 of its A-shares via centralized bidding on the Shenzhen Stock Exchange. These shares represent 0.3628% of its total A-share capital on the same date. The highest transaction price was 317.63 yuan per share, the lowest was 231.5 yuan per share, and the total transaction value was 4.386 billion yuan (excluding transaction fees).
3. Telink Semiconductor: The National Integrated Circuit Industry Investment Fund Co., Ltd., the company's second-largest shareholder, reduced its holdings by 2,321,300 shares between December 24, 2025, and February 3, 2026, via centralized bidding. Its shareholding ratio consequently decreased from 6.95% to 5.97%, crossing a 1% integer threshold.
4. Naipu Mining Machinery: The company's board of directors approved a proposal to terminate the subscription for equity in Switzerland's Veritas Resources AG, effectively abandoning the investment in the Colombian Alacran copper-gold-silver mine project. The termination resulted from changes to the originally agreed closing preconditions and other terms; the company is not in breach of contract and therefore bears no liability.
5. Tiantong Advanced Materials: The company's stock price experienced abnormal fluctuations, with the cumulative deviation of closing prices exceeding 20% over three consecutive trading days (January 30, February 2, and February 3, 2026). Upon self-inspection and written inquiry with its controlling shareholder and actual controller, the company confirmed that, aside from already disclosed matters, there is no other material undisclosed information. Its core business, the R&D, manufacturing, and sales of electronic materials and high-end specialized equipment, remains normal with no significant changes.
6. Jushi Chemical: The company received an "Administrative Penalty Decision" from the China Securities Regulatory Commission's Guangdong Bureau. The penalty was imposed for inflating revenue, costs, and profits through fictitious trade activities in the first half of 2023, involving 156.8074 million yuan in revenue, 158.4703 million yuan in costs, and a resulting 1.6629 million yuan reduction in profit. The company was ordered to make corrections, given a warning, and fined 2.4 million yuan; responsible individuals Chen Gang, Liu Penghui, Wu Yang, and Xu Jianjun were also fined.
7. *ST Jinling: The Intermediate People's Court of Nantong City, Jiangsu Province, ruled to approve the company's restructuring plan and terminate the restructuring proceedings, marking the start of the plan's execution phase. The plan was approved by creditor meetings with high consent rates: 98.56% from the property-secured creditor group and 90.55% from the ordinary creditor group, while the shareholder group approved with 99.98% of shares. The court deemed the plan legally compliant. Execution, supervised by an administrator, aims to resolve debt risks and improve profitability, though failure to execute could lead to bankruptcy.
8. Huangshan Tourism: The company's board approved a proposal to invest approximately 530 million yuan in constructing the Huangshan Binjiang East Road No. 12 Hotel project. Located in the core administrative and commercial district of Huangshan City, the project covers a total floor area of 79,178.15 square meters, with the main structure already completed. The plan involves comprehensive renovation and upgrades to create a high-end hotel. The construction period is estimated at 24 months, with a static investment payback period of 16.14 years. Funding will be self-raised.
9. S.F. Holding: As of February 3, 2026, the company had repurchased 50,958,500 of its A-shares via centralized bidding, spending approximately 2 billion yuan (excluding fees). The repurchased shares represent 1.01% of its total share capital, with an average price of 39.24 yuan per share (high: 42.23 yuan; low: 37.07 yuan).
10. Country Garden: In January 2026, the group and its subsidiaries, joint ventures, and associates achieved contracted sales attributable to shareholders of approximately 2.21 billion yuan, with a corresponding attributable contracted sales floor area of about 280,000 square meters.
11. Wuxi Media: Wensheng Fund and its concerted actors completed the reduction of 4% of the company's shares, selling a total of 15,999,900 shares via block and centralized trading at average prices of 33.18 yuan and 34.61 yuan per share between December 16, 2025, and January 30, 2026. Separately, Lvtou Fund reduced its holdings by 0.70%, selling 2,816,500 shares at an average price of 32.35 yuan per share between December 16 and December 26, 2025. These reduction plans are now complete.
12. Jiashitang: The company's controlling shareholder is set to change to Tongrentang Group following a share transfer agreement signed on February 2, 2026. Upon completion, Tongrentang Group will become the controlling shareholder, and the actual controller will change to the State-owned Assets Supervision and Administration Commission of the Beijing Municipal People's Government. Trading of the company's shares will resume on the morning of February 4, 2026.
Performance Forecasts/Bulletins: 1. Ningbo Port: Estimated container throughput for January reached 5.03 million TEUs, a year-on-year increase of 9.5%. 2. Yutong Bus: January 2026 production was 2,167 units, a year-on-year decrease of 15.35%. 3. Hanma Technology: January production of new energy medium and heavy trucks was 1,085 units, a year-on-year increase of 140.04%. 4. Jiangling Motors: January 2026 production was 27,919 units and sales were 26,825 units, representing year-on-year changes of +35.25% and +25.59%, respectively.
Repurchases & Shareholding Changes: 1. Industrial Fulian: Cumulative repurchase amount reached 247 million yuan as of January 31, 2026. 2. Hengli Petrochemical: Actual controller Chen Jianhua increased his holdings by 13.4474 million shares, with a cumulative increase value of 330 million yuan. 3. Wuxi Zhenhua: Shareholders Wuxi Junrun and Qian Jinxiang plan to reduce their holdings by 2% and 1%, respectively. 4. China Unicom: The State-owned Enterprise Structure Adjustment Fund completed a 1.0764% reduction.
Major Contracts: 1. Hongfujun: Signed a 480 million yuan contract with Guangdong Quanxiang to supply products including robots. 2. Chengbang Co.: Newly signed project contracts from October to December totaled 40.0298 million yuan. 3. Changyou Technology: Signed a procurement cooperation agreement with Envision Energy for core materials worth approximately 949 million yuan.
Other: 1. Shandong Xinhua Medical: A subsidiary's product obtained a Class II Medical Device Registration Certificate. 2. Fuchun Dyeing: A wholly-owned subsidiary, Anhui Fuchun Spinning Co., Ltd., received a High-Tech Enterprise Certificate.
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