1、机构称AI芯片领域，钻石散热潜在市场空间广阔。 明日线索 2月24日，培育钻石概念大涨，四方达20cm涨停，黄河旋风涨停。 消息面上，河南省科技厅官微此前消息，热沉片是金刚石家族的新成员，它让超硬材料成功进入高端芯片散热这个新赛道。黄 河旋风表示，从热沉片上切割出来所需要的形状，以某种方式贴合在芯片上，做成顶级散热器，这将大大促进高功率器件、 5G/6G通信、AI算力性能的提升。如今，制约产业化的尺寸瓶颈已被突破，黄河旋风成功研制出国内可量产的最大8英寸热沉 片。据悉，公司热沉片生产车间将于今年2月份投入量产，这是功能性金刚石从实验室，迈向规模化商业应用的一个里程碑。 据中邮证券，AI芯片领域，钻石散热潜在市场空间广阔。假设2030年全球AI芯片市场规模为3万亿人民币；AI芯片中钻石散热方 案渗透率分别为5%、10%、20%、50%；钻石散热价值量占比分别为5%、8%、10%，进行弹性测算，钻石散热市场空间的区间 为75亿至1500亿元。 | 图表12: Al 芯片领域钻石散热市场空间弹性测算表 | | | | | | | --- | --- | --- | --- | --- | --- | | 单位( ...

沪深两市3764股上涨，1344股下跌，82股持平。合计成交额2.20万亿元，较前一交易日成交放量约2193.84亿元。 2月24日，马年首个交易日，A 股迎来开门红，三大指数集体大涨，盘中涨超1%。 根据交易所数据，截止收盘，上证指数涨0.87%，报4117.41点；深证成指涨1.36%，报14291.57点；创业板指涨0.99%，报3308.26点。另外沪深300涨 1.01%，科创50跌0.34%。 资金方面，大盘主力资金净流出31.78亿元。电子主力资金净流入55.50亿元居首，其次是有色金属（53.93亿元）、通信设备（48.73亿元）、通信网络设备及 器件（47.88亿元）、通信（41.60亿元）。计算机主力资金净流出133.29亿元居首，其次是传媒（-75.32亿元）、IT服务Ⅱ（-65.06亿元）、IT服务Ⅲ（-65.06 亿元）、软件开发（-56.79亿元）。 | | | 市值 | 公司_ _ _ _ _ | | --- | --- | --- | --- | | 三环集团 | 16.21% | 1264亿 | MLCC、陶瓷基片、光纤陶瓷插芯等核心j7 | | 润泽科技 | 13.46% ...

责任编辑：小浪快报 02月24日消息，截止13:05，光纤光缆板块强势，汉缆股份、通鼎互联、华脉科技、长飞光纤、亨通光 电、法尔胜涨停，通光线缆、远东股份、杭电股份、光库科技等个股涨幅居前。 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。 ...

来源：凤凰网科技 【#人形机器人概念股开盘走强#】#影视院线板块大幅走弱#2月24日，A股三大指数集体高开。盘面 上，黄金概念、锂矿、CPO概念、人形机器人等板块走强，短剧游戏、Sora概念等板块跌幅居前。 盘初，人形机器人概念股走强，利亚德涨超14%，露笑科技、天奇股份、亨通光电等跟涨。消息面上， 2026年央视春晚为人形机器人带来集中曝光，多家企业人形机器人参与舞蹈伴舞、互动表演等环节，充 分展现了国产机器人在运控、仿生、交互、精细操作、集群控制等关键能力领域的进步，引发大众及市 场高度关注。 影视院线板块大幅走弱，光线传媒、博纳影业、横店影视、中国电影等多股跌停，上海电影、欢瑞世纪 等跟跌。（e公司）#机器人股价# 来源：凤凰网科技 【#人形机器人概念股开盘走强#】#影视院线板块大幅走弱#2月24日，A股三大指数集体高开。盘面 上，黄金概念、锂矿、CPO概念、人形机器人等板块走强，短剧游戏、Sora概念等板块跌幅居前。 盘初，人形机器人概念股走强，利亚德涨超14%，露笑科技、天奇股份、亨通光电等跟涨。消息面上， 2026年央视春晚为人形机器人带来集中曝光，多家企业人形机器人参与舞蹈伴舞、互动表演等环节， ...

格隆汇2月24日｜A股市场CPO概念股集体走强，其中，天孚通信、德科立涨超14%，炬光科技涨超 13%，亨通光电、华工科技、天通股份10CM涨停，沃格光电涨8%，长芯博创、光库科技、烽火通信、 中天科技涨超7%，永鼎股份、华懋科技、联特科技、聚飞光电、仕佳光子、中际旭创涨超6%。 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300394 | 天孚通信 | 1 | 14.32 | 2769亿 | 75.44 | | 688205 | 德科工 | 张 | 14.13 | 289亿 | 32.75 | | 688167 | 炬光科技 | 1 | 13.28 | 359亿 | 128.43 | | 600487 | 草通光电 | 1 | 10.00 | 1045 乙 | 71.25 | | 000988 | 华工科技 | 1 | 10.00 | 829亿 | 3.90 | | 600330 | 天通股份 | 1 | 9.99 | 225 ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，6G指数盘中涨3%，成分股中，天孚通信大涨14.89%，长江通信、华工科技涨 停，亨通光电涨9.56%，华脉科技涨9.14%。 ...

Core Viewpoint - The optical fiber sector is experiencing significant growth, driven by unprecedented demand for high-performance optical fibers and cables due to the global AI wave and the need for low latency and high bandwidth [1] Industry Summary - Optical fiber concept stocks are on the rise, with companies like Hangzhou Dianzi, Tianfu Communication, Hengtong Optic-Electric, Changjiang Communication, Fenghuo Communication, Tongguang Cable, and Huamai Technology seeing substantial gains [1] - According to Huatai Securities, the price of G.652.D single-mode optical fiber in the Chinese market is expected to reach a seven-year high of 35 yuan per core kilometer by January 2026, with a monthly increase of over 75% in January alone [1] - Guotai Junan Securities indicates a confirmed upward trend in the optical fiber industry's pricing cycle, with prices of scattered fibers rising significantly due to increased overseas demand for G657A2 and reduced supply of G652D, leading to longer delivery times [1] - Anticipation of price increases is supported by upcoming procurement from telecom and mobile operators, as well as heightened pre-Spring Festival inventory demands, suggesting that major domestic clients are likely to accept price hikes [1] - The sector is expected to benefit from the price surge, with leading domestic optical fiber and cable manufacturers like Yangtze Optical Fiber, Hengtong Optic-Electric, and Zhongtian Technology poised to gain from the explosive demand and price trends [1]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 公司于2025年4月18日召开第四届董事会第十八次会议，并于2025年5月23日召开2024年年度股东会，审 议通过了《关于为控股子公司提供担保额度的议案》，同意公司对华脉光电按持股比例提供不超过 9,000万元担保额度，公司在上述额度内承担连带保证责任，担保额度的有效期为2024年年度股东会审 议通过之日起12个月。公司本次为华脉光电向江苏银行泰州分行办理授信业务所发生的债权按持股比例 （40%）提供连带责任保证，属于公司2024年年度股东会授权范围并在有效期内，无需另行提交董事 会、股东会审议。 公司预计自2024年年度股东会审议通过之日起12个月内为华脉光电提供担保额度为人民币9,000万元。 截至本公告披露日，公司为华脉光电提供担保余额为人民币1,998.40万元（不含本次担保），2024年年 度股东会审议剩余可用担保额度为人民币4,680万元。 （三）担保额度调剂情况 ● 担保对象及基本情况 ■ ● 累计担保情况 ■ 为支持江苏华脉光电科技有限公司（以下 ...

Core Viewpoint - The main investment logic in A-shares for 2026 is centered around price increases, where rising prices of certain goods and services are expected to lead to higher stock prices for related companies, as increased selling prices enhance profitability and provide support for stock prices [1][10]. Price Increase Concept - Market expert Peng Zu has identified 2026 as a "big year" for price increases, emphasizing the significance of this trend in investment strategies [2][11]. - The most resilient sectors benefiting from price increases include computing power, cloud services, and optical fiber, all driven by the demand surge from AI applications [3][12]. - Year-to-date, stocks related to computing power and cloud services, such as Wangsu Technology, have seen significant gains, with an increase of over 110% since the beginning of the year [3][13]. Optical Fiber Sector - The optical fiber sector has also experienced substantial price increases, with monthly price rises exceeding 75% since the beginning of 2026, reaching an average price of over 40 yuan per core kilometer, with some manufacturers quoting prices as high as 50 yuan per core kilometer [3][13]. - Companies like Yangtze Optical Fibre and Hengtong Optic-Electric have seen their stock prices rise significantly due to these trends [3][13]. Chemical Sector - The chemical sector has emerged as a strong performer, with companies like Runtu Co., Ltd. seeing their stock prices nearly double since January 19, 2026, driven by rising prices of key products [4][14]. - Baichuan Co., Ltd. has also reported significant price increases for its products, with TMP prices soaring from over 8,000 yuan per ton at the end of 2025 to 15,000 yuan per ton by February 2026, enhancing profit expectations [5][15]. Demand and Supply Dynamics - The recovery in downstream demand from sectors like real estate and new energy is driving increased demand for chemical raw materials, while industry capacity reductions and rising raw material costs are forcing collective price increases [6][14]. - The ongoing supply-demand imbalance in sectors such as computing power, cloud services, and optical fiber is expected to persist, supporting the price increase logic [8][17]. Institutional Investment Trends - Institutional investors are likely to remain engaged, with expectations of continued accumulation of leading stocks in the computing power and optical fiber sectors, as they have shown confidence in the sustainability of price increases [9][18]. - Following the Spring Festival, there is an anticipated influx of capital into A-shares, particularly favoring sectors with strong price increase narratives [9][18]. Policy and Industry Support - Post-Spring Festival, policies supporting the "East Data West Computing" project and AI industry are expected to further stimulate demand in computing power, cloud services, and optical fiber sectors [9][18].

Group 1 - The Xinhua 500 Index (989001) closed at 5266.19 points on February 13, with a decline of 1.28% [1] - The index experienced fluctuations, reaching a high of 5316.72 points and a low of 5263.41 points during the trading session [3] - The total trading volume of constituent stocks for the day was reported at 662.6 billion yuan [3] Group 2 - Among the constituent stocks, Hangfa Power reached the daily limit increase, while Hangfa Control and Enjie shares also saw significant gains [3] - Conversely, Zhongyuan Marine Energy led the decline with a drop of 9.50%, followed by Maiwei Shares and Hengtong Optic-Electric, which also experienced notable decreases [3]