2月24日消息，天眼查数据显示，宝鸡钛业股份有限公司发布宝鸡钛业股份有限公司2026年锻造厂电阻 炉、天然气炉大修服务采购项目-招标公告，发布时间为2026年2月24日。 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the non-ferrous metal sector, with the non-ferrous metal ETF fund (516650) rising by 1.36% and significant gains in individual stocks such as BaoTi Co., Ltd. (5.97%) and Shenghe Resources (5.87%) [1] - The non-ferrous metal ETF fund has seen a net inflow of funds for 15 out of the last 23 trading days, totaling 6.845 billion yuan, indicating a strong interest from leveraged funds [1] - Market analysts suggest that while there is a recovery in bullish sentiment, macroeconomic uncertainties remain, particularly influenced by U.S. economic data and policy expectations [1] Group 2 - The non-ferrous metal ETF fund closely tracks the CSI sub-index for the non-ferrous metal industry, with the top ten weighted stocks accounting for 51.85% of the index as of January 30, 2026 [2] - The top ten weighted stocks in the non-ferrous metal index include Zijin Mining, Luoyang Molybdenum, Northern Rare Earth, and others, indicating a diversified portfolio within the sector [2] - The performance of individual stocks within the index shows varying degrees of increase, with Zijin Mining at 2.05% and Huayou Cobalt at 3.05%, reflecting the overall positive trend in the sector [3]

Core Viewpoint - The non-ferrous metal sector continues to show strong performance, with the popular ETF, Huabao Non-Ferrous ETF (159876), experiencing a rise of 1.38% and recovering key moving averages, indicating a bullish trend in the market [1][3]. Industry Performance - The non-ferrous metal sector is witnessing significant gains, with leading stocks such as Baotai Co. rising over 6%, and Shenghe Resources increasing by more than 4% [1][2]. - The global nickel market is affected by Indonesia's production limits, which could reduce nickel output to 2.6-2.7 million tons by 2026, potentially leading to a price recovery for nickel [2]. Macroeconomic Factors - The U.S. non-farm payrolls increased by 130,000 in January, surpassing expectations, while the unemployment rate fell to 4.3%, the lowest since August 2025 [3]. - The strong labor market data has reduced the likelihood of interest rate cuts by the Federal Reserve, positively impacting the dollar index and U.S. Treasury yields [3]. Investment Outlook - Analysts from Zhongjin Securities and Huatai Securities express optimism about the non-ferrous metal sector, suggesting that the market has not yet reached its peak and may continue to rise after a short-term adjustment [3]. - The Huabao Non-Ferrous ETF covers a wide range of metals, including copper, aluminum, gold, rare earths, and lithium, making it an effective tool for investors looking to capitalize on the sector's performance [3].

Group 1 - The small metal sector has seen a significant rise, with Zhangyuan Tungsten reaching the daily limit increase [1] - Xianglu Tungsten has increased by over 8%, indicating strong market performance [1] - Other companies such as Zhongtung High-tech, Dongfang Tantalum, and Baotai Co. have also experienced gains, reflecting a positive trend in the industry [1]

（来源：宝钛启明星） 文字丨王 丹 图片丨徐梦遥 制作丨鱼 蓓 刘 妍 责编丨刘俐彤 张静宇 （来源：宝钛启明星） 为深入贯彻落实集团十二届四次职代会暨2026年工作会具体工作安排，推进精益化成本管理走深走实，进一步凝聚全链条降本增效合力，夯实高质量发展 的成本管控根基，2月5日上午，集团在宾馆七楼学术讨论厅召开2026年度精益化成本管理工作启动会。集团党委书记、董事长王俭出席会议并作动员讲 话，集团副总经理陶海林主持会议。 王俭在讲话中指出，此次会议是落实陕西有色金属集团三届四次职代会、宝钛集团十二届四次职代会暨2026年工作会议精神，深化业财融合的重要举措， 更是企业应对市场竞争、实现高质量发展的必然要求。 结合集团发展全局情况，王俭从三个方面对精益化成本管理工作提出要求：一是把握形势任务，深化思想共识，切实增强精益化成本管理行动自觉。"十 五五"时期是集团实现新"两步走"战略、建设世界一流专业领军企业的关键阶段，面对钛行业"内卷式"竞争压力，必须从集团经营大局出发，瞄准成本管 控方面存在的不足和薄弱点划定主线、提出要求，以成本优势对冲市场风险。二是聚焦目标任务，精准靶向施策，推动精益化成本管理提质增效。 ...

Group 1 - The small metals sector increased by 4.94% on February 3, with Dongfang Tantalum leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Notable performers in the small metals sector included Dongfang Silver Industry, which rose by 10.01% to a closing price of 43.21, and Zhong Rare Metals, which increased by 8.72% to 83.39 [1] Group 2 - The small metals sector saw a net inflow of 625 million yuan from main funds, while retail funds had a net inflow of 364 million yuan, and speculative funds experienced a net outflow of 989 million yuan [2] - The top stocks by main fund inflow included Beifang Rare Earth with a net inflow of 347 million yuan, and Dongfang Aluminum with 286 million yuan [3] - The overall trading volume for the small metals sector was significant, with stocks like Xiamen Tungsten Industry achieving a trading volume of 715,100 shares and a transaction value of 3.954 billion yuan [1][2]

Market Overview - The small metals sector experienced a decline of 6.82% on January 30, with Haotong Technology leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Individual Stock Performance - Notable performers included: - Xibu Materials (002149) closed at 49.23, up 2.01% with a trading volume of 859,400 shares and a transaction value of 4.216 billion [1] - Haotong Technology (301026) closed at 33.65, down 11.21% with a trading volume of 213,300 shares and a transaction value of 714 million [2] - Other significant declines included: - Guoyan Platinum (600459) down 10.01% to 23.55 [2] - Jin Aluminum (601958) down 10.00% to 20.52 [2] Capital Flow Analysis - The small metals sector saw a net outflow of 5.927 billion from institutional investors, while retail investors contributed a net inflow of 4.688 billion [2] - The capital flow for individual stocks showed: - Xibu Materials had a net inflow of 18.4 million from institutional investors [3] - Haotong Technology experienced a net outflow of 64.2749 million from institutional investors [3]

格隆汇1月29日｜A股市场商业航天股集体回调，其中，北化股份、火炬电子跌停，鸿远电子、通达股 份、坤恒顺维跌超8%，高德红外、顺灏股份跌超7%，九鼎新材、宝钛股份、腾景科技、长盈通、乾照 光电、长光华芯、华丰科技跌超6%。 ...

Market Overview - The small metals sector experienced a decline of 1.61% compared to the previous trading day, with China Uranium Industry leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Small Metals Sector Performance - Notable gainers in the small metals sector included: - Xianglu Tungsten Industry (002842) with a closing price of 26.22, up 6.98% and a trading volume of 713,900 shares [1] - Western Materials (002149) closed at 46.25, up 6.20% with a trading volume of 1,218,500 shares [1] - China Tungsten High-Tech (000657) closed at 50.49, up 2.06% with a trading volume of 1,463,800 shares [1] - Other companies showed minor fluctuations, with some experiencing slight declines [1] Capital Flow Analysis - The small metals sector saw a net outflow of 3.255 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.534 billion yuan [2] - The overall capital flow indicated a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Western Materials (002149) had a net inflow of 674.1 million yuan from institutional investors, but a net outflow of 469 million yuan from speculative funds [3] - Other companies like Huayang New Materials (600281) and China Rare Earth (000831) also showed significant net outflows from institutional investors, indicating a cautious approach from larger players [3]

截至2026年1月23日收盘，宝钛股份（600456）报收于41.16元，较上周的38.5元上涨6.91%。本周，宝 钛股份1月23日盘中最高价报41.39元。1月20日盘中最低价报37.81元。宝钛股份当前最新总市值196.65 亿元，在小金属板块市值排名16/24，在两市A股市值排名1114/5182。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 本周关注点 来自公司公告汇总：宝钛股份拟向不特定对象发行可转换公司债券，募集资金不超过35亿元。 来自公司公告汇总：西部证券完成对宝钛股份2025年度募集资金管理的现场检查，未发现违规情 形。 来自公司公告汇总：本次可转债发行尚需上交所审核及证监会注册，审批结果存在不确定性。 希格玛会计师事务所出具专项核查意见，认为宝钛股份本次募投项目包括钛资源循环利用、智能锻造产 线及近净成形生产线建设，拟募集资金不超过35亿元，募集资金用途聚焦主业，效益测算谨慎合理，融 资规模具备合理性。 宝钛股份在审核问询函回复中说明，本次发行可转换公司债券拟募集资金不超过35亿元，用于钛资源循 环利用项目 ...