前10大未平仓空仓比 | 股票名称 | 前次空仓数 | 本次空仓数 | 最新空仓比↓ | | --- | --- | --- | --- | | 中远海控(01919) | 5.26 亿股 | 5.20 亿股 | 18.86% | | 宁德时代(03750) | 2605.32 万股 | 2600.64 万股 | 16.68% | | 中国平安(02318) | 11.52 亿股 | 11.53 亿股 | 15.48% | | 舜宇光学科技(02382) | 1.64 亿股 | 1.64 亿股 | 15.24% | | 东方电气(01072) | 6239.12 万股 | 6166.94 万股 | 15.12% | | 中兴通讯(00763) | 1.10 亿股 | 1.10 亿股 | 14.53% | | 万科企业(02202) | 3.14 亿股 | 3.13 亿股 | 14.16% | | 紫金矿业(02899) | 8.00 亿股 | 8.08 亿股 | 13.50% | | 恒瑞医药(01276) | 3468.60 万股 | 3439.41 万股 | 13.32% | | 药明康德(02359) ...

(本文来自第一财经) 天工国际发布通知，鉴于目前原材料涨价幅度过高，且上游粉料端限制出货。为保障公司的稳健经营和 提供更好服务，经公司研究决定自2026年3月1日起，江苏天工硬质合金科技有限公司切削工具产品启用 新的价格，预计本次价格上调幅度在15%-20%。此外，自2026年3月5日起，对天工品牌全系列刀具产品 价格进行调整，部分产品涨价幅度为8-10%。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月27日，天工国际发布高速钢调价通知称，由于近期钨铁、钼铁等合金以及废钢持续涨 价，结合当前高速钢生产成本情况，为保证稳定供应，经公司研究决定，对2026年3月1日零时起接收的 合同订单（包含现货）在原有价格基础上，做如下调整：每含1%Mo的钢种，上调1000元/吨；每含 1%W的钢种，上调5000元/吨；每含1%V的钢种，上调300元/吨。 ...

每经AI快讯，2月27日，天工国际发布调价通知称，鉴于目前原材料涨价幅度过高，且上游粉料端限制 出货，为保障公司的稳健经营和提供更好服务，经公司研究决定自2026年3月1日起，江苏天工硬质合金 科技有限公司切削工具产品启用新的价格，预计本次价格上调幅度在15%~20%。自2026年3月5日起， 对天工品牌全系列刀具产品价格进行调整，部分产品涨价幅度为8%~10%。 ...

天工国际发布调价通知称，鉴于目前原材料涨价幅度过高，且上游粉料端限制出货。为保障公司的稳健 经营和提供更好服务，经公司研究决定自2026年3月1日起，江苏天工硬质合金科技有限公司切削工具产 品启用新的价格，预计本次价格上调幅度在15%-20%。 ...

编辑/doris | 序號 | 代碼 | 名稱 | 最新價 | 漲跌幅 | 成交額 : | | --- | --- | --- | --- | --- | --- | | 1 | 01053 | 重慶鋼鐵股份 | 1.280 | +4.92% | 5177.86萬 | | 2 | 00826 | 天工國際 | 4.160 | +0.73% | 2362.41萬 | | 3 | 00323 | 馬鞍山鋼鐵股份 | 2.650 | +3.11% | 2290.83萬 | | ব | 00347 | 鞍鋼股份 | 2.100 | +2.94% | 1482.34萬 | | 5 | 03788 | 中國罕王 | 4.230 | +2.42% | 1262.54萬 | | 6 | 00581 | 中國東方集團 | 1.600 | +2.56% | 560.7萬 | | 7 | 01104 | 亞太資源 | 3.330 | +4.06% | 422.28 萬 | | 8 | 02623 | 愛德新能源 | 4.920 | +2.50% | 101萬 | 消息面上，多家钢铁企业披露2026年首月实现生产"开门红"，方大达钢 ...

（原标题：从签约到成功生产仅用月余，天工国际跑出核聚变材料研发"加速度"） 2026年1月16日，在备受瞩目的2026核聚变能科技与产业大会上，江苏天工爱和科技有限公司（以下简 称"天工爱和"，为天工国际附属子公司）正式签署协议，成为"聚变高端金属材料研发联合实验室"的核 心成员单位。这一由国家战略科技力量主导的平台准入，标志着天工爱和在国家核聚变重大工程中肩负 起关键材料攻关的重任 。 使命在肩，分秒必争。尽管签约不久后便迎来新春佳节，天工爱和的研发团队却并未停歇。他们以"开 局即冲刺"的奋斗姿态，将春节的"假期清单"变为攻坚克难的"任务清单"，在短短一个月余的时间内， 便交出了一份含金量十足的"开年答卷"。 粉末冶金工艺再创佳绩，产品性能"超标" 依托公司在粉末冶金及热等静压领域的全产业链优势，研发团队针对聚变堆关键材料需求展开技术攻 关。近日，公司成功采用粉末冶金工艺生产出600kg级TPM304B7板材。 为验证材料的可靠性与稳定性，该批次产品同步通过了公司内部检测、合肥综合性国家科学中心能源研 究院（等离子体物理研究所相关单位）的严苛评测，以及第三方CNAS权威机构的全面力学性能检测。 随着全球核聚 ...

Core Viewpoint - Tian Gong International (00826) has seen a stock price increase of over 9%, currently trading at 4.19 HKD, with a transaction volume of 51.57 million HKD, following a strategic partnership with Bodycote, a leader in heat treatment and hot isostatic pressing technology [1] Group 1: Strategic Partnership - Tian Gong International has reached a deep strategic cooperation consensus with Bodycote to integrate core advantages in high-end manufacturing sectors such as aerospace, automotive, and energy [1] - The collaboration aims to create a new model of global collaborative development combining technology, capacity, and market [1] Group 2: Capacity Expansion - The company’s subsidiary, Jiangsu Tian Gong Xin Zhi Materials Co., Ltd., is planning a second phase project for powder metallurgy, which includes the addition of five hot isostatic pressing machines [1] - This expansion is intended to strengthen the company's capacity and technological advantages in high-end alloy material powder metallurgy, providing solid support for the strategic partnership [1] Group 3: Analyst Insights - CICC recently published a report indicating that starting from 2026, Tian Gong International's high-end materials are expected to see sustained growth, facilitating the company's transition from a leader in tool steel to a high-end new materials supplier [1] - The firm has adjusted the company's valuation to 2026, maintaining an outperform rating and raising the target price by 76% to 5.29 HKD, implying a 50% upside potential [1] - The current stock price corresponds to a 12.3x P/E for 2026 and 9.5x P/E for 2027 [1]

Core Viewpoint - Tian Gong International (00826) has seen a stock price increase of over 9%, currently trading at HKD 4.19, with a transaction volume of HKD 51.57 million, following a strategic partnership with Bodycote, a leader in heat treatment and hot isostatic pressing technology [1] Group 1: Strategic Partnership - Tian Gong International has reached a deep strategic cooperation consensus with Bodycote to integrate core advantages in high-end manufacturing sectors such as aerospace, automotive, and energy [1] - The collaboration aims to create a new model of global collaborative development combining technology, capacity, and market [1] Group 2: Capacity Expansion - The company’s subsidiary, Jiangsu Tian Gong Xin Zhi Materials Co., is planning a second phase project in powder metallurgy, which includes the addition of five hot isostatic pressing machines [1] - This expansion is intended to strengthen the company's capacity and technological advantages in high-end alloy material powder metallurgy, providing solid support for the strategic partnership [1] Group 3: Market Outlook and Valuation - CICC recently published a report indicating that starting from 2026, Tian Gong International's high-end materials are expected to see sustained growth, facilitating the company's transition from a leader in tool steel to a high-end new materials supplier [1] - The firm has adjusted the company's valuation to 2026, maintaining an "outperform" rating and raising the target price by 76% to HKD 5.29, which corresponds to an 18.4x P/E for 2026, implying a 50% upside potential [1] - The current stock price reflects a 12.3x P/E for 2026 and a 9.5x P/E for 2027 [1]

Core Viewpoint - Tiangong International is expected to see significant revenue and net profit growth in 2025, driven by its 3C titanium business and advancements in smelting technology [1][5]. Financial Performance - Revenue is projected to increase by 11.1% YoY to Rmb5.37 billion in 2025, while attributable net profit is anticipated to rise by 15.5% YoY to Rmb414 million [1]. - Revenue forecasts for 2025 and 2026 have been raised by 2.8% and 3.5% to Rmb5.37 billion and Rmb6.64 billion, respectively, with a new forecast for 2027 set at Rmb7.38 billion [5]. - Net profit forecasts for 2025 and 2026 have been increased by 13.3% and 29.6% to Rmb414 million and Rmb697 million, with a new forecast for 2027 at Rmb894 million [5]. Industry Trends - The 3C titanium business is expected to become a key earnings growth driver, with increasing demand for titanium alloys in consumer electronics, particularly after Apple's use of titanium in its iPhone 15 Pro series [1]. - Sales volume of high-end 3C titanium materials is projected to grow by 183% YoY in 2026 and 24% YoY in 2027 as demand from downstream consumer electronics sectors recovers [3]. Technological Advancements - The company has upgraded its smelting technology to produce various titanium alloy grades using green recycled materials, positioning itself as a leading supplier of 3C titanium materials in China [2]. - The establishment of titanium alloy powder metallurgy production lines ahead of competitors is expected to provide a long-term competitive advantage [3]. New Growth Drivers - The company's PM molds for integrated die-casting are anticipated to enter alternative-fuel vehicle supply chains valued at over Rmb1 trillion, potentially boosting sales volume [4]. - The company has developed a unique melting technology to control nitrogen content in high-nitrogen alloy materials, which is being utilized in high-end applications [5]. Valuation and Outlook - The company is expected to transition from a leading tool and die steel manufacturer to a high-end material supplier by 2026, leading to a valuation adjustment [6]. - The target price has been raised by 76% to HK$5.29, implying an 18.4x 2026e P/E, with a potential upside of 50% [6].