专题：A股节后迎高胜率窗口 新一轮上行可期 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 2．电网设备 北京科锐、神马股份、杭电股份等多股涨停。 截至收盘，沪指报4146.63点，跌0.01%；深证成指报14503.79点，涨0.19%；创指报3344.98点，跌 0.29%。 盘面上，元件、CPO、铜缆高速连接板块涨幅居前；影视院线、保险、房地产板块跌幅居前。 热点板块： 1．算力芯片 寒武纪涨近10%，聚飞光电、杰普特20cm涨停，中天科技、烽火通信等多股涨停。 消息面上，国产算力芯片龙头海光信息公告，预计一季度实现归属于母公司所有者的净利润6.2亿元— 7.2亿元，同比增长22.56%—42.32%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月26日消息，市场全天探底回升，三大股指涨跌不一。板块方面，算力芯片股午后拉升，明阳电路、 聚飞光电、杰普特20cm涨停；电网设备板块震荡走强，北京科锐、神马股份、杭电股份等多股涨停； 商业航天概念持续走高，抚顺特钢涨停；下跌方面，影视院线板块持续调整，博纳影业领跌；房地产板 块表现低迷，华联控股领跌；创新药板 ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 02月26日消息，截止13:35，高温合金板块走强，万泽股份、抚顺特钢涨停，钢研高纳、图南股份、东 方钽业等个股涨幅居前。 ...

2026年2月26日，抚顺特钢（sh600399）触及涨停，涨停价7.52元，涨幅9.94%，总市值148.30亿元，流 通市值148.30亿元，截止发稿，总成交额11.59亿元。 根据喜娜AI异动分析，抚顺特钢涨停原因可能如下，管理架构优化+项目融资推进+质押比例下降： 1、 公司正在积极进行内部调整，吸收合并子公司以减少管理层级，实现管理架构的优化，这有助于提高运 营效率、降低管理成本。同时，公司的高合金板材生产线获得国开行8年期贷款，推进项目融资，为项 目建设提供了资金支持，利于提升公司的产能和竞争力。 2、股东质押比例从45.12%降至13.99%，一定 程度上降低了公司的股权质押风险，增强了市场对公司的信心。公司以特殊钢和合金材料研发制造为 主，核心产品应用于航空航天、国防军工、核电等领域，这些领域的需求相对稳定且有一定的增长潜 力，为公司的长期发展提供了支撑。 3、从行业板块来看，同花顺数据显示，2026年2月26日钢铁板块 部分个股表现活跃，形成了一定的板块联动效应。技术面上，该股MACD指标在2月中旬形成金叉，短 期呈现多头趋势，吸引了部分技术派投资者的关注。东方财富资金流向数据显示，当日超大 ...

（编辑 王雪儿） 证券日报网讯 2月24日，抚顺特钢在互动平台回答投资者提问时表示，公司近年来业绩波动主要受市场 价格波动、成本上升等多重因素影响。公司已深刻认识到这些问题，正通过优化产品结构、提升运营效 率、严格控制成本等措施积极应对。公司管理层将持续强化责任意识，努力提升经营业绩回报投资者。 ...

（编辑 王雪儿） 证券日报网讯 2月24日，抚顺特钢在互动平台回答投资者提问时表示，公司已建立较为完善的财务管理 制度与流程体系，其中业财一体化系统于2025年2月上线使用，该系统涵盖共享中心，突出以财务管控 为核心，实现了财务核算标准化，提升数据质量和效率、深化财务横向和纵向管理，推动财务的数字 化、智能化转型及业财税资一体化。后续，公司将结合业务发展需要与实际经营情况，继续完善财务智 能化建设，持续提升公司财务管理能力。 ...

证券日报网讯2月24日，抚顺特钢（600399）在互动平台回答投资者提问时表示，欧盟地区业务收入在 公司整体营业收入中的占比约为1%，销售主要以直接出口为主。 ...

证券日报网讯 2月24日，抚顺特钢在互动平台回答投资者提问时表示，公司高温合金产品主要应用于航 空发动机、舰船、燃气轮机、能源电力及石油化工等领域。2024年公司高温合金产量为0.85万吨，2025 年1月-9月产量为0.57万吨。 （文章来源：证券日报） ...

格隆汇2月24日丨抚顺特钢(600399.SH)在投资者互动平台表示，公司是航空航天等高科技领域特殊钢新 材料的研发、生产基地，其中高温合金、特冶不锈钢等产品已经在航空航天领域上得到了广泛应用。 ...

Group 1 - The latest price of stainless steel plate is 12,725.00 yuan per ton as of February 10, with a 10.41% increase over the last 60 days [2][4] - Relevant manufacturers include Benxi Steel Plate (000761), Taiyuan Iron & Steel (000825), Jiuli Special Materials (002318), Yongxing Materials (002756), Xining Special Steel (600117), Nanjing Steel (600282), Jiuquan Iron & Steel (600307), Fushun Special Steel (600399), Wujin Stainless Steel (603878), and Yongjin Co., Ltd. (603995) [2][4] Group 2 - Cyclical stocks refer to publicly listed companies in raw material production, whose profits are significantly affected by fluctuations in raw material prices [2][4] - Utilizing the price fluctuation data from the business community to identify buying signals for cyclical stocks before quarterly and annual reports is an important method for investing in cyclical stocks [2][4]

Market Performance - The steel sector declined by 3.02% this week, underperforming the broader market, with sub-sectors such as special steel down 2.10%, long products down 1.88%, and flat products down 3.84% [2][5] - Iron ore and steel consumables sectors also saw declines of 1.74% and 3.02% respectively, while the trade circulation sector fell by 4.006% [2][5] Supply Situation - As of February 6, the capacity utilization rate of blast furnaces in sample steel enterprises was 85.7%, an increase of 0.22 percentage points week-on-week [2] - Electric furnace capacity utilization was at 48.1%, a decrease of 7.59 percentage points week-on-week [2] - The production of five major steel products was 7.208 million tons, a week-on-week decrease of 15,500 tons [2] - Daily average pig iron production was 2.2858 million tons, an increase of 6,000 tons week-on-week and 1,400 tons year-on-year [5] Demand Situation - The consumption of five major steel products was 7.607 million tons, a week-on-week decrease of 410,800 tons, or 5.12% [2] - Mainstream traders' sales volume of construction steel was 35,000 tons, down 32,500 tons week-on-week, representing a 48.24% decline [2] Inventory Situation - As of February 6, social inventory of five major steel products was 9.404 million tons, an increase of 496,800 tons week-on-week, or 5.58%, but down 18.04% year-on-year [3][5] - Factory inventory of five major steel products was 3.973 million tons, an increase of 95,600 tons week-on-week, or 2.47%, and down 24.13% year-on-year [3][5] Steel Prices & Profits - As of February 6, the comprehensive index for ordinary steel was 3,414.2 yuan/ton, a week-on-week decrease of 13.31 yuan/ton, or 0.39%, and down 5.51% year-on-year [3] - The comprehensive index for special steel was 6,582.0 yuan/ton, a week-on-week decrease of 2.28 yuan/ton, or 0.03%, and down 2.88% year-on-year [3] - The profit for rebar from blast furnaces was 65 yuan/ton, an increase of 14.0 yuan/ton week-on-week, or 27.45% [3] - The profit for construction steel from electric furnaces was -76 yuan/ton, an increase of 4.0 yuan/ton week-on-week, or 5.00% [3] Raw Material Situation - As of February 6, the spot price index for Australian powder ore (62% Fe) at Rizhao Port was 764 yuan/ton, a week-on-week decrease of 29.0 yuan/ton, or 3.66% [4] - The price for main coking coal at Jingtang Port was 1,700 yuan/ton, a week-on-week decrease of 80.0 yuan/ton [4] - The average available days of iron ore for sample steel enterprises was 31.29 days, an increase of 2.6 days week-on-week [4] Investment Recommendations - The steel sector is expected to have strong "anti-involution" characteristics and significant profit recovery potential, with high-quality steel companies likely to see performance improvements [6][7] - Key companies to focus on include regional leaders with advanced equipment and environmental standards, as well as those benefiting from the new energy cycle [7]