南方2月11日电，有色·钨概念反复活跃，翔鹭钨业逼近涨停，章源钨业、中钨高新、厦门钨业跟涨。 消息面上，2月5日，章源钨业发布2026年2月上半月长单采购报价，55%黑钨精矿长单采购报价为67.00 万元/标吨，环比上行28.1%；55%白钨精矿长单采购报价为66.90万元/标吨，环比上行28.2%；仲钨酸铵 （国标零级）长单采购报价为97.00万元/吨，环比上行27.6%。 华源证券表示，近两周，黑钨精矿价格上涨25.19%至67.10万元/吨，仲钨酸铵价格上涨24.68%至98.50万 元/吨。供给端，矿山安全管控、环保管控趋于严格，部分矿山年尾开工及出货均呈现下降状态，钨矿 阶段性供应紧张明显。需求端，国内需求基本保持稳定，刚需采购为主，PCB刀具需求景气。近期，矿 山保守生产，市场增量预期弱，部分企业一月长单价进一步上调。建议关注：中钨高新、厦门钨业、翔 鹭钨业、章源钨业。 ...

南方财经2月11日电，百大集团(600865.SH)公告，公司于2026年1月21日收到上海证券交易所下发的 《关于百大集团股份有限公司业绩预告相关事项的监管工作函》，针对报告期内公允价值变动损失较大 的情况作出回复。百大集团：回复《问询函》关于对杭工信投资情况当中回复《问询函》关于对杭工信 投资情况。根据公告，公司预计2025年确认对杭工信的公允价值变动收益约-9440万元。截至2025年未 经审计期末，杭工信资产合计390,435.90万元，负债合计130,484.82万元，归属于母公司所有者权益 259,951.08万元，营业收入-22,486.34万元，净利润-94,704.96万元。2023年至2025年，公司对杭工信确 认的公允价值变动损益分别为-1,132.14万元、-3,743.03万元、-9,436.33万元，对应期末账面价值分别为 29,458.80万元、25,715.77万元、16,279.44万元。公司表示，杭工信股权无活跃市场报价，亦无再融资价 格，因此以持股比例享有的净资产作为公允价值估计基础，计算公允价值变动损益。百大集团：回复 《问询函》关于以公允价值计量的金融资产当中回复《问 ...

Core Viewpoint - The company Xinhan New Materials (301076.SZ) plans to raise up to 1 billion yuan through a private placement of A-shares to invest in three major projects, aiming to enhance its competitiveness in the specialty engineering plastics industry [1] Group 1: Fundraising and Investment Plans - The company intends to allocate 702 million yuan for an annual production of 8,100 tons of high-performance resin and composite materials [1] - An investment of 254 million yuan is planned for an annual production of 5,000 tons of monomer projects [1] - The remaining 44 million yuan will be directed towards establishing a high-performance composite materials innovation center [1] Group 2: Financial Performance - For the period from January to September 2025, the company reported a net profit attributable to shareholders of 51.53 million yuan, with a non-recurring net profit of 42.40 million yuan [1] - The company has distributed a total cash dividend of 95.72 million yuan from 2022 to 2024, representing 112.06% of the average distributable profit over the past three years [1] Group 3: Project Updates and Challenges - As of September 30, 2025, the company has invested 468 million yuan in fundraising projects, accounting for 84.36% of the net amount raised [1] - The annual production project of 8,000 tons of aromatic ketone has seen an actual investment of 334 million yuan, with the main construction completed but equipment installation delayed until June 30, 2026 [1] - The aromatic ketone project has generated cumulative benefits of 60.81 million yuan as of September 30, 2025, falling short of expectations due to project delays, high fixed costs, and intensified market competition [1]

南方财经2月11日电，光伏设备板块盘初冲高，永臻股份涨停，聚和材料、拉普拉斯、晶科能源、艾罗 能源、协鑫集成跟涨。 ...

Group 1 - On February 10, brokerages set target prices for listed companies with notable increases for Kehua Data, Nanwei Medical, and Fulete, with target price increases of 19.70%, 18.54%, and 14.09% respectively, belonging to the other power equipment, medical devices, and photovoltaic equipment industries [1][3] - A total of 21 listed companies received brokerage recommendations on February 10, with companies like Bailong Oriental, Chiplink Integration, and Tianrun Industrial each receiving one recommendation [3] - One company, Haomai Technology, had its rating upgraded from "Hold" to "Buy" by Guotou Securities on February 10 [4][5] Group 2 - Three companies received initial coverage on February 10, including Xin'ao Co., which was rated "Buy" by Shenda Securities, Bichu Electronics rated "Increase" by Jianghai Securities, and Huitai Medical rated "Buy" by Huayuan Securities [5][6] - The companies receiving initial coverage are in the textile manufacturing, computer equipment, and medical device industries [6]

Group 1 - The core viewpoint of the article highlights that brokerage firms have set target prices for listed companies, with significant potential price increases for certain stocks [2] - Four stocks have target price increases exceeding 10% based on the latest closing prices, indicating strong market confidence [2] - The companies with the highest target price increases are Kehua Data, Nanwei Medical, and Fulete, with target price increases of 19.70%, 18.54%, and 14.09% respectively [2] Group 2 - Kehua Data belongs to the other power equipment industry, indicating a positive outlook for this sector [2] - Nanwei Medical is categorized under the medical device industry, reflecting growth potential in healthcare technology [2] - Fulete operates in the photovoltaic equipment industry, suggesting optimism in renewable energy investments [2]

其中，中兴华、中兴财光华、利安达3家收到了更为严厉的行政处罚。立信所、大华所、中审华所、信永中和、鹏盛所、尤尼泰振青、众华所、华兴所、广 东司农所、希格玛所、容诚所、德勤华永、苏亚金诚、天健所、上会所、重庆康华所、天圆全所、中证天通、北京中天华茂等会计所被出具警示函。 21世纪经济报道 记者 崔文静 监管的聚光灯，正在转向。会计师事务所已成为证监系统严监管的新一轮重点。2026年开年短短40天内，22家会计师事务所被 密集点名。21家机构收到警示函，平均每两天就有一家。 作为财务信息的审计把关者，会计所的执业质量直接关系到上市公司的成色。监管正通过"长牙带刺"的罚单，从源头拧紧信息披露的"安全阀"，推动市场生 态的净化。 ...

2月10日午后，三大指数涨跌不一。截至当日收盘，中证食品饮料指数(930653.CSI)下跌1.16%，该指数 成分股中，金禾实业涨停，新诺威上涨超2%，珠江啤酒上涨近1%。 平安证券指出，近日食品饮料板块表现较佳，茅台销量回暖同时批价也稳步回升，餐饮供应链进入春节 备货旺季。当前市场流动性较为充足，伴随宏观消费政策落地，消费需求有望持续回暖。 （文章来源：21世纪经济报道） 电子ETF（159997，场外C类001618）作为全市场唯一跟踪中证电子指数的ETF，聚焦半导体、消费电 子、AI芯片等硬科技领域，一键打包电子产业龙头，布局数字经济时代"硬科技"投资机遇。 消息面上，据21世纪经济报道，春节临近，2月9日千问APP提示，「免单卡」可以买年货，不仅能买盒 马、天猫超市，还能购买各大连锁商超和便利店的酒水零食、米面粮油、生鲜水果等。 据悉，千问已 通过淘宝闪购全面接入天猫超市、盒马，以及全国连锁商超和便利店，覆盖粮油米面、零食酒水、个护 清洁、家庭清洁、居家日用等数十个高频品类。 千问"春节30亿大免单"活动已延长至2月28日。 相关ETF方面，Wind金融终端显示，截至当日收盘，食品饮料ETF天弘（1 ...

Group 1 - The market experienced narrow fluctuations on February 10, with mixed performance across the three major indices: Shanghai Composite Index rose by 0.13%, Shenzhen Component Index increased by 0.02%, while the ChiNext Index fell by 0.37% [1] - The Computer ETF (159998) recorded a trading volume of nearly 150 million yuan, with a turnover rate exceeding 5.2%, and a net subscription of 56.4 million units [1] - The Cloud Computing ETF Tianhong (517390) had a trading volume of over 17 million yuan, with a turnover rate close to 5% [1] Group 2 - The Ministry of Industry and Information Technology, along with four other departments, issued implementation opinions to strengthen the capacity building of the information and communication industry, supporting the development of low-altitude infrastructure [2] - The Computer ETF (159998) tracks the CSI Computer Theme Index, which selects stocks from listed companies involved in information technology services, application software, system software, and computer hardware [2] - The Cloud Computing ETF Tianhong (517390) closely follows the CSI Hong Kong-Shenzhen Cloud Computing Industry Index and includes major stocks from both A-shares and Hong Kong [2] Group 3 - CITIC Securities predicts that the computer industry will enter a deep integration phase of "AI + industry" by 2026, driven by both policy and demand [4] - CITIC Jiantou emphasizes the ongoing AI industrial revolution, suggesting that the demand for computing power driven by AI will continue to grow, viewing short-term adjustments in the computing sector as opportunities [3]

Group 1 - The market experienced narrow fluctuations on February 10, with mixed performance across the three major indices. The Shanghai Composite Index rose by 0.13%, the Shenzhen Component Index increased by 0.02%, while the ChiNext Index fell by 0.37% [1] - The CSI Industrial Nonferrous Metals Theme Index (H11059.CSI) closed up by 0.38%, with leading stocks including Dongyangguang, Shenghe Resources, and Xiamen Tungsten [1] - The Tianhong Nonferrous Metals ETF (159157) recorded a trading volume of nearly 240 million yuan, with a net subscription of nearly 20 million units throughout the day [1] Group 2 - By 2025, there will be over 12,000 large-scale nonferrous metal industrial enterprises in China, an increase of 39.2% compared to the end of 2020. The total assets of these enterprises are expected to exceed 6.6 trillion yuan, growing by 8.2% from 2024 [2] - The industry is projected to achieve operating revenue of 10.2 trillion yuan by 2025, representing a 13.9% increase from 2024, with total profits reaching a historical high of 528.45 billion yuan, up by 25.6% from 2024 [2] - China Galaxy Securities anticipates that the industrial nonferrous sector will continue its upward cycle in 2026, driven by a reshaped supply-demand landscape and policy benefits [2]