（责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 东吴证券研报指出，中钨高新是全球钨制品龙头，钻针业务迎AI算力建设新机遇。公司作为中国 五矿集团钨产业唯一核心平台，通过持续资本运作，构建了"资源—冶炼—深加工—工具应用"的一体化 闭环，强化了平台价值与成长弹性。公司主营钨矿业务，全球主导地位与价格上行红利。钨价持续上涨 公司矿产资源储备丰富，叠加公司在高长径比PCB钻针领域技术优势领先，未来逐步兑现业绩。预计公 司2025-2027年归母净利润分别为13.4/19.0/23.5亿元，当前股价对应动态PE分别为94/66/54x，首次覆 盖，给予公司"买入"评级。 ...

Group 1 - The core viewpoint of the article is that the company, Furui Special Equipment (300228.SZ), has clarified that its products do not directly involve the photovoltaic sector [1] Group 2 - The company has made this statement in response to inquiries on its interactive platform [1]

格隆汇2月13日丨安克创新(300866.SZ)在互动平台表示，公司目前聚焦充电储能、智能创新、智能影音 三大产业方向，暂未涉及键盘、鼠标等传统PC周边品类。公司始终坚持在技术共通、场景协同的领域 进行拓展，致力于通过创新产品为用户提供更完整的智能体验。 ...

格隆汇2月13日丨京泉华(002885.SZ)在互动平台表示，公司目前为客户发电设备提供磁性元器件类产 品。 ...

Market Performance - On the last trading day before the holiday, all three major A-share indices fell collectively, with the Shanghai Composite Index down 1.26% to 4082 points, the Shenzhen Component Index down 1.28%, and the ChiNext Index down 1.57% [1] - The total market turnover approached 2 trillion yuan, a decrease of 161.8 billion yuan compared to the previous trading day, with over 3800 stocks declining [1] Sector Performance - The CPO concept saw a significant decline, with Changxin Bochuang dropping over 11% [1] - The photovoltaic equipment sector weakened, with Shuangliang Energy hitting the daily limit down [1] - The small metals sector experienced widespread declines, with Yunlu Co. and Longci Technology both falling over 5% [1] - The glass and fiberglass sector also weakened, led by Shandong Pharmaceutical Glass [1] - The shipping and port, F5G concept, titanium dioxide, and Kimi concept sectors had notable declines [1] - Conversely, the shipbuilding sector rose, with Yaxing Anchor Chain hitting the daily limit up [1] - The commercial aerospace sector surged following the successful completion of China's first rocket first-stage body sea recovery mission, with Hangfa Power hitting the daily limit up [1] - The robotics sector was active, led by Wuzhou New Spring [1] - The aquaculture, motor, and reducer sectors showed notable gains [1] Index Performance - Shanghai Composite Index: 4082.07, down 51.95 points (-1.26%) [1] - Shenzhen Component Index: 14100.19, down 182.81 points (-1.28%) [1] - ChiNext Index: 3275.96, down 52.10 points (-1.57%) [1] - Other indices such as the CSI 300, CSI 500, and others also reported declines [1]

Group 1 - The core point of the article is that LeiKe Defense (002413.SZ) has stated that its storage chip products are not currently applied in consumer electronics [1] Group 2 - The company has communicated this information through an interactive platform [1]

Group 1 - The core viewpoint of the article is that the company, Furui Special Equipment (300228.SZ), has clarified that its products do not directly involve the photovoltaic sector [1] Group 2 - The company has engaged with its stakeholders through an interactive platform to provide this clarification [1]

Group 1: Market Performance - The semiconductor and memory chip sectors in A-shares experienced significant gains, with stocks like Weidao Nano rising over 14% and Deep Technology hitting the daily limit [1][2] - In the Hong Kong market, semiconductor and chip stocks were also active, with Aixin Yuanzhi increasing by over 15% [3][4] Group 2: Financial Performance of Key Players - Kioxia reported a strong financial performance for Q3 of FY2025, achieving revenue of 543.6 billion yen, a year-on-year increase of 20.8% and a quarter-on-quarter increase of 21.3% [5][6] - The company expects operating profit for FY2025 to reach between 709.57 billion yen and 799.57 billion yen, significantly exceeding market expectations [7] Group 3: Market Trends and Demand - The demand for AI computing power is driving strong growth in the memory chip sector, with significant price increases expected for NAND flash memory [8] - The global semiconductor sales are projected to reach $791.7 billion in 2025, a 25.6% increase from 2024, with expectations of surpassing $1 trillion in 2026 [9] - The semiconductor equipment market is anticipated to grow, with TSMC planning capital expenditures of $52 billion to $56 billion in 2026, a substantial increase from $40.9 billion in 2025 [9]

Group 1 - The core point of the article is that LeiKe Defense (002413.SZ) has stated that its storage chip products are not currently applied in consumer electronics [1] Group 2 - The company has communicated this information through an interactive platform [1]

格隆汇2月13日丨铭利达(301268.SZ)在互动平台表示，公司前期与特拉斯业务合作量相对较小，未来是 否能够实现业务规模的快速增长，需根据公司最终获取该客户定点项目情况决定。 ...