EQB press release ( EQGPF ): Q1 Non-GAAP EPS of C$2.26. Revenue of C$306.79M. More on EQB EQB Inc. (EQB:CA) Presents at RBC Capital Markets Canadian Bank CEO Conference Transcript EQB: The PC Financial Purchase Isn't Fully Reflected In Its Valuation EQB Inc. (EQB:CA) Q4 2025 Earnings Call Transcript EQB expects ROE to approach 12% in 2026 while advancing strategic PC Financial integration Seeking Alpha’s Quant Rating on EQB

格隆汇2月26日｜银河证券日前研报指出，兆驰股份提高子公司担保额度，光模块业务加速。公司在LED领域全产业链布局，现目前已经是LED产业链多环节龙头，并在激烈的行业竞争中能保持较好的增长态势和盈利水平。在光通信领域，公司同样是涵盖光芯片-光器件-光模块的一体化垂直产业链布局，200G及以下低速光模块已实现稳定量产；2.5G光芯片于25Q3已成功流片，后续将推进量产及应用；并即将迎来高速光模块的落地。2026年将迎来高速光模块的突破。子公司风行在线是AI漫剧龙头，凭借三大核心AI应用产品完成“创-发-消”AI文娱生态全链路布局。传统主业方面，电视代工修复盈利为主，LED产业链迎来提价，维持“推荐”评级。

优迅股份在互动平台表示，公司单波200G电芯片产品（应用于1.6T的光模块）目前在研发进程中。

SK海力士与闪迪正式联手推进高带宽闪存（HBF）全球标准化，这一新型存储技术被定位为AI推理时代填补HBM与SSD之间层级空白的关键解决方案，两家公司的合作标志着下一代存储架构竞争进入实质性布局阶段。在商业化预期方面，被称为"HBM之父"的韩国科学技术院教授Kim Joungho近期表示，HBF的落地节奏较此前预期明显提前，三星电子与闪迪计划于2027年底至2028年初将HBF集成至英伟达、AMD及谷歌的产品中，长期来看其市场规模有望于2038年前后超越HBM。

一嗨租车旗下出行研究院发布2026年春节自驾报告。在2026年春节假日期间，一嗨租车多项经营业绩均创下春节档历史新高，总订单量、总营收、异地还车订单量等核心指标全面飘红。交通运输部数据显示，2026年春节假期期间，全社会跨区域人员流动量累计超28亿人次，日均3.11亿人次，同比增长8.2%，出行规模创历史新高。其中，公路自驾出行占比持续提升，日均自驾出行规模近2.7亿人次，同比增长8.3%，占出行总量的86%，自驾已成为春节跨区域出行的绝对主力。（证券时报）

赛伦生物发布业绩快报，2025年度实现营业总收入1.96亿元，同比增长0.66%；实现归属于母公司所有者的净利润5171.35万元，同比增长16.76%。报告期内，公司营业收入微增，毛利率基本持平。2025年下半年挂网上市的抗狂犬病血清处于上市销售初期，尚未在报告期形成显著收入贡献。本期净利润同比增长，主要系2024年度公司对联营企业上海赛远生物科技有限公司确认了投资亏损并对长期股权投资余额全额计提减值准备，以及本期非经常性损益同比减少、研发费用同比减少等因素综合影响所致。

美團－Ｗ(03690)出現大手買入7.06萬股，成交價$80.8，涉資570.448萬 AASTOCKS.com

思特威发布业绩快报，2025年度公司实现营业总收入90.31亿元，同比增长51.32%；净利润10.01亿元，同比增长154.97%。报告期内，公司加强多元业务布局，在智能手机、汽车电子、智慧安防、机器视觉等领域持续深耕，加强产品研发和市场推广，技术和产品创新促进了销售规模高速成长，人均创收持续增长，盈利能力大幅提升，推动公司2025年度营业收入、营业利润、利润总额、归属于母公司所有者的净利润、归属于母公司所有者的扣除非经常性损益的净利润、基本每股收益、加权平均净资产收益率实现大幅增长。同时，报告期净利润增长，带动公司资产规模相应扩张。

迈得医疗公告，2025年公司实现营业收入4.47亿元，与去年同期相比上升62.79%；实现营业利润5969.89万元，利润总额6122.32万元，实现归属于母公司所有者的净利润6525.99万元，实现归属于母公司所有者的扣除非经常性损益的净利润5329.23万元，与去年同期相比变动较大，实现扭亏为盈。

铁科轨道发布业绩快报，2025年度实现营业总收入12.75亿元，同比下降9.53%；净利润1.71亿元，同比下降20.09%。本报告期，公司积极采取措施应对已中标铁路建设项目实施进度对公司供货造成的不利影响，稳步推进生产经营工作，合理备货，积极拓展市场，加大新产品、新技术的研发力度，持续深化内部管控，积极推进各项工作部署落实,坚持稳中求进，持续提升公司整体运营效率和管理水平。

长江电力公告，公司2025年度中期利润分配方案为每10股派发现金股利2.1元（含税），以总股本244.68亿股为基数，共分派现金股利51.38亿元（含税）。中期利润分配为年度利润分配的组成部分，年度利润分配将按照《公司章程》相关规定，综合考虑投资者意见统筹实施。

大地熊发布业绩快报，2025年度实现营业总收入16.45亿元，同比增长24.73%；净利润5671.49万元，同比增长77.94%。报告期内，公司积极把握市场机遇，聚焦产品开发与技术工艺升级，进一步提高产品市场竞争力；同时持续加强市场开拓力度，提升客户服务效率和质量，努力赢得市场订单，产品产销量同比实现较大幅度增长，营业收入及净利润实现同步增长。

澳柯玛公告，拟以2.53亿元的价格收购控股子公司青岛澳柯玛智慧产业有限公司少数股东青岛京山轻机投资有限公司持有的智慧产业公司45%股权，交易完成后，公司将持有智慧产业公司100%股权。

格隆汇2月26日｜2025年，美国的商品贸易逆差达到创纪录的1.24万亿美元。 其中，中国以2021亿美元的商品贸易逆差位居榜首，紧随其后的是墨西哥(1969亿美元)和越南(1782亿美元)。前三大国家的贸易逆差占整体贸易逆差的46%。 其他排名靠前的商品贸易逆差来源国还包括爱尔兰(1142亿美元)、德国(730亿美元)、泰国(719亿美元)、日本(639亿美元)和印度(582亿美元)。

Cambodia’s Prime Minister Hun Manet said on Wednesday that scam centres were destroying his country’s economy and giving the nation a bad name – pushing back on allegations of government connivance. The nation has emerged as a hotspot for crime syndicates running a multibillion-dollar fraud industry that sees scammers lure internet users globally into fake romantic relationships and cryptocurrency investments. “The scam network, what we call the black economy, is destroying our honest economy....

全球第四大汽车制造商斯特兰蒂斯（Stellantis）周四公布，2025年下半年净亏损201亿欧元。此前该公司在本月早些时候表示，该期间将计提与缩减电动汽车计划有关的222亿欧元的费用。 该公司去年下半年调整后的营业利润（AOI）为负13.8 亿欧元（约合 16.3 亿美元）。净亏损和 AOI 的数值均在该公司本月早些时候公布的初步预估范围内。 斯特兰蒂斯表示，去年下半年的净营收同比增长了10%。该公司称，去年已计提了 254 亿欧元的资产减值，这导致 2025 年的业绩“反映了对能源转型速度的高估所带来的成本”。 这些资产减值包括约 65 亿欧元的现金支出，预计将从2026 年起分四年逐步完成。 该公司周四再次公布了 2026 年的预测，预计净营收将呈中单位数增长，调整后营业利润率保持在较低的个位数水平。该公司预计其工业自由现金流要到 2027 年才会转为正值。 斯特兰蒂斯还确认今年将不发放股息。 责任编辑：于健 SF069

唯赛勃发布业绩快报，2025年度实现营业总收入4.2亿元，同比增长11.93%；净利润4610.66万元，同比增长19.48%。报告期内，公司订单增加，部分项目进入验收期，导致本期营业收入和利润有所增长。

Major Drilling Group International press release ( MJDLF ): Q4 GAAP EPS of -$0.13. Revenue of $184.6M. More on Major Drilling Group International Major Drilling Group International Inc. 2026 Q2 - Results - Earnings Call Presentation Major Drilling Group International Inc. (MDI:CA) Q2 2026 Earnings Call Transcript Seeking Alpha’s Quant Rating on Major Drilling Group International Historical earnings data for Major Drilling Group International Financial information for Major Drilling Group International

坤恒顺维发布业绩快报，2025年度实现营业收入2.43亿元，同比增长7.11%；净利润4676.76万元，同比增长26.28%。报告期内，公司营业利润同比增长33.57%，利润总额同比增长33.64%，主要系报告期内公司营业收入同比增长，去年同期因公司部分系统级解决方案订单外购硬件成本较高导致毛利率下降，本期毛利率有所回升，以及政府补助相关的其他收益同比增长等因素共同影响所致；同时，本期计提的应收账款信用减值损失同比增长对利润指标也产生一定影响。

艾力斯发布业绩快报，2025年度实现营业总收入51.72亿元，同比增长45.36%；净利润21.81亿元，同比增长52.55%。报告期内，公司核心产品销售收入持续增长，从而推动公司2025年度营业收入以及净利润同比均实现较大幅度增长。

MSFT Stock Forms Support on US Govt Cloud Protection, SpaceX Deal – Is the Worst Over? FXLeaders

MSFT Stock Forms Support on US Cloud Protection, SpaceX Deal – Is the Worst Over? FXLeaders

Earnings Call Insights: Array Technologies, Inc. (ARRY) Q4 2025 Management View CEO Kevin Hostetler highlighted a year of pivotal growth, stating, "We closed the year with nearly $1.3 billion in revenue, achieving an exceptional 40% year-over-year increase, supported by 35% tracker volume growth." Hostetler emphasized a record $2.2 billion order book at year-end and underscored the successful integration of APA, which now comprises approximately $100 million of the order book and, along with new product introductions, makes up close to half of the total order book value. Management announced three 2026 strategic imperatives: "innovate our future," "elevate our international business," and "advance our customer-first culture," aiming to drive market-leading performance and durable value creation. Hostetler declared, "We strengthened our leadership bench by bringing in seasoned executives with deep industry knowledge... enhancing our ability to operate with discipline while accelerating growth." COO Neil Manning detailed product strategy, including next-generation terrain-following upgrades for OmniTrack, a new U.S. tracker version, and a planned launch of an optimized tracker-plus-foundation integrated solution with APA in the second half of 2026. Manning confirmed, "SmartTrack adoption is growing rapidly and with more opportunity in our order book than cumulatively deployed to date." CFO Keith Jennings stated, "We ended the year with over $380 million of available liquidity and net debt leverage of 2.3x trailing 12-month adjusted EBITDA." Outlook Jennings provided 2026 guidance: "We expect revenue within the range of $1.4 billion to $1.5 billion with adjusted gross margin between 26% and 27%." Adjusted EBITDA for 2026 is projected at $200 million to $230 million, with adjusted diluted earnings per share between $0.65 and $0.75. Jennings explained, "Given the impact on contract signings from the regulatory uncertainty in 2025, revenue activity is trending toward an a...

Earnings Call Insights: Zevia PBC (ZVIA) Q4 2025 Management View Amy Taylor, CEO, highlighted a year of transformation, citing net sales growth of 4% for 2025 and a threefold improvement in adjusted EBITDA to negative $4.7 million. She stated that “for the fourth quarter, net sales decreased 4% to $37.9 million as we lapped the pipeline fill to Walmart from last November and December.” Taylor emphasized the impact of a national Costco program, expanded marketing campaigns, and breakthrough product innovation, including the launch of new flavors like Strawberry Lemon Burst and Orange Creamsicle. She pointed to strengthened distribution, including a nationwide presence in Walmart and expanded shelf space at Albertsons, and outlined a 2026 strategy focused on “expanding reach and driving trial to expand the user base and ultimately to accelerate growth.” Taylor announced the appointment of Andy Rubin as Chair of the Zevia Board, noting his tenure as Lead Independent Director and experience at Walmart, alongside welcoming Suzanne Ginestro as a new Director, citing her “over 25 years of experience in brand building and consumer growth.” Girish Satya, CFO, stated, “2025 marked a year of transformation for Zevia. The strategic initiatives we deployed across the business enabled us to return to growth and vastly improve our financial profile.” Satya reported that net sales in the fourth quarter decreased 4% to $37.9 million, and gross margin was 47.7%, “a 150 basis points decline from 49.2% in the fourth quarter of last year.” He also reported a net loss improvement to $1.3 million from $6.8 million the prior year and adjusted EBITDA of approximately $50,000 compared to a loss of $3.9 million a year earlier. Outlook Satya provided 2026 net sales guidance of $169 million to $173 million, “or 6% growth at the midpoint of the range versus 2025.” He noted that guidance reflects “the planned discontinuation of our tea line, which we expect to impact growth by 1 to 1.5 points.” Q...

记者26日获悉，AITO问界与阿联酋阿布扎比汽车公司（ADM）正式达成战略合作后，近日迅速斩获200台首批订单，实现中东市场开门红。记者从赛力斯获悉，目前阿联酋本地适配车型已在有序排产中，车辆完成生产后将发运交付。（人民财讯）

航天软件发布业绩快报，2025年度实现营业总收入12.16亿元，较上年同期增加4.60%；净利润亏损1131.26万元，上年同期亏损8213.42万元。报告期内，公司在市场端发力，调整市场布局，增强销售力量，提高项目交付质量，收入规模较去年有所增长；调整业务结构，提高毛利率相对较高的软件和信息技术服务业务收入比重；加大改革调整力度，控制成本，优化流程，严控费用支出。

Innovex International ( INVX ) priced an underwritten public offering of 5.75M shares of its common stock by selling stockholders at $25.75 per share. The underwriters have a 30-day option to purchase up to 862,500 additional shares. The offering is expected to close on February 27, 2026. The stock price declined 8% on Wednesday during after-market hours of trading. More on Innovex Innovex International, Inc. 2025 Q4 - Results - Earnings Call Presentation Innovex shares offered by Amberjack affiliates in public offering Seeking Alpha’s Quant Rating on Innovex Historical earnings data for Innovex Financial information for Innovex

国投中鲁公告，拟通过购买股权并增资的一揽子交易方式，现金出资7487.45万元取得洛川领鲜苹果精深加工科技发展有限公司70%股权。国投中鲁的现金出资中，3111.03万元用于购买洛川县发展改革科技局持有的洛川领鲜公司股权，4376.42万元用于增资洛川领鲜公司。

颀中科技发布业绩快报，2025年度实现营业总收入21.9亿元，同比增长11.78%；净利润2.66亿元，同比下降15.16%。2025年度，公司持续扩大封装与测试产能，不断提升产品品质及服务质量，加大对新客户开发的同时，持续增加新产品的开发力度，使得公司封装与测试收入保持增长。

PUMA SE press release ( PMMAF ): Q4 GAAP EPS of -€2.27. Revenue of €1.56B (-27.4% Y/Y). Free cash flow came in at € -530.3 million, significantly down compared to the prior year (FY 2024: € 464.3 million). CAPEX amounted to € 206.3 million (FY 2024: € 263.0 million). As a result of the negative net income of the PUMA Group in 2025, the Management Board and Supervisory Board of PUMA SE will propose to the Annual General Meeting on 19 May 2026 that no dividend should be distributed for the financial year 2025 (FY 2024: €0.61). Outlook FY 2026 : Currency-adjusted sales to decline in the low- to mid-single-digit percentage range. Operating result between -€50 million and -€150 million. Capital expenditures of around €200 million planned. More on PUMA SE PUMA: Why I Don't Think The Acquisition Will Materialize Puma gains on report Anta Sports offered to buy Pinault family's 29% stake Seeking Alpha’s Quant Rating on PUMA SE Historical earnings data for PUMA SE Dividend scorecard for PUMA SE