2月金股：远东股份新高，继续推荐强call【东北计算机】 1液冷部分，#仿生岐管微通道液冷板全市场唯一，预计下一代液冷板市场单芯片价格在GB200的2～3倍，目前内 测效果稳定性非常好，期待NV台湾团队检测结果，顺利的话，预计能拿比较可观的市场份额，中性条件下可看至 少500e市值增量； 2光纤部分，#公司光棒+光纤全产业链布局，受益涨价大趋势，今年年中扩产至2600w芯公里，明年年底至 5200w，单价1 1液冷部分，#仿生岐管微通道液冷板全市场唯一，预计下一代液冷板市场单芯片价格在GB200的2～3倍，目前内 测效果稳定性非常好，期待NV台湾团队检测结果，顺利的话，预计能拿比较可观的市场份额，中性条件下可看至 少500e市值增量； 2光纤部分，#公司光棒+光纤全产业链布局，受益涨价大趋势，今年年中扩产至2600w芯公里，明年年底至 5200w，单价100元+，预计该部分市值增量在500e+； 3主业：基本面复苏，受益海缆，风电放量，新能源业务持续减亏，整体利润在6～7e，估值150e，#合计看市值 1150e+目标，现市值仅300e出头，持续推荐！ 2月金股：远东股份新高，继续推荐强call【东北计算机】 ...

2月26日，A股三大指数集体走跌情况下，电网设备板块逆势走强。截至10:30，电网设备ETF （159326）在强势上涨1.93%，成交额达8.22亿元；成分股方面，中天科技、亨通光电、杭电股份涨 停，智洋创新上涨11.77%，通光线缆上涨10.99%，神马电力、四方股份、远东股份、智光电气等股跟 涨。 每日经济新闻 （责任编辑：董萍萍 ） 【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 全球能源基建升级进程加快，海外电网改造需求与新型数据中心用电需求形成共振，国内电网设备 企业海外市场空间进一步打开，行业整体景气度维持高位。电网设备ETF（159326）近期获得资金持续 增持，近5日资金净流入额19.82亿元，规模超200亿，刷新历史新高，为全市场规模最大的电网类 ETF。 中信证券表示，全球电网投资将超过4000亿美元，高景气度延续。AI将强势带动全球用电需求增 长，配套电气设备需求显著增加。 电网设 ...

资料显示，远东智慧能源股份有限公司位于江苏宜兴科技大道8号，成立日期1995年1月25日，上市日期 1995年2月6日，公司主营业务涉及智能缆网产品和服务、智慧机场/能源系统服务、智能汽车动力及储 能系统、产业互联网。主营业务收入构成为：线缆分部88.95%，机场分部5.79%，电池分部5.58%。 摩根新兴动力混合A类（377240）基金经理为杜猛。 截至发稿，杜猛累计任职时间14年233天，现任基金资产总规模180.26亿元，任职期间最佳基金回报 836.68%， 任职期间最差基金回报-1.7%。 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 从远东股份十大流通股东角度 数据显示，摩根基金旗下1只基金位居远东股份十大流通股东。摩根新兴动力混合A类（377240）三季 度新进十大流通股东，持有股数1894.27万股，占流通股的比例为0.85%。根据测算，今日浮盈赚取约 1477.53万元。连续3天上涨期间浮盈 ...

方正证券研报认为，展望2026年，人工智能数据中心行业仍将保持高景气。一方面，国内外头部互联网厂商公布 的资本开支计划普遍显示较高增长预期；另一方面，海外头部电力设备厂商业绩表现亮眼，行业高成长性已在业 绩端有所体现。从产业链受益环节来看，直接为数据中心提供供电、配电设备的企业将率先获得订单增长；围绕 智能电网、储能系统、电力调度系统等领域的技术服务企业，也将随着电网智能化改造的深入而迎来发展机遇。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | | --- | --- | --- | --- | --- | --- | --- | | 688191 | 智洋创新 | 1 | 11.64 | 99.33亿 | 33.25 | 42.88 | | 300265 | 通光线缆 | | 10.81 | 87.25亿 | 39.25 | 18.66 | | 002350 | 北京科锐 | 1 | 10.02 | 60.74 Z | 37.59 | 11.20 | | 603618 | 杭电股份 | 1 | 9.97 | 115亿 | 106.58 | 16.65 | | 603530 ...

格隆汇2月25日丨远东股份(600869.SH)涨2.53%，报14.170元，股价创历史新高，总市值314.48亿元。 ...

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。 ...

电网设备板块震荡走强， 汉缆股份3连板， 杭电股份涨停， 森源电气、 安靠智电、 远东股份、 通光线 缆、 明阳电气跟涨。 ...

Core Insights - The report identifies liquid cooling as a strategic investment opportunity, potentially replicating the success of optical modules and PCBs, with strong growth prospects driven by AI computing needs and stringent energy efficiency standards [2][3] - Liquid cooling is characterized by three main features: strong growth, complete narrative, and favorable odds, indicating a favorable market environment for investment [2] - The industry is transitioning from speculative hype to a high-growth phase with confirmed orders, as evidenced by significant order increases from key suppliers like Vidi Technology [3] Industry Trends - The liquid cooling industry is entering a high-growth phase with a 252% year-over-year increase in organic orders reported by Vidi Technology, highlighting strong market demand [3] - Major tech companies like NVIDIA and Google are adopting liquid cooling as a mandatory standard for their next-generation platforms, indicating a shift from optional to essential technology in AI computing [3] - The industry is witnessing a wave of mergers and acquisitions, with companies like Liying Intelligent Manufacturing acquiring liquid cooling suppliers to secure positions in the AI server supply chain [3] Liquid Cooling Industry Chain - The liquid cooling industry chain consists of three main segments: upstream components, midstream system integration and manufacturing, and downstream applications [4] - Upstream includes key technologies and components such as cooling fluids and CDU, which have high technical barriers and value [4] - Midstream integrates upstream components to provide complete liquid cooling server solutions, with technical integration capabilities as a core barrier [4] - Downstream focuses on high-performance data center operators and industry users driving the large-scale adoption of liquid cooling [4]

Group 1 - The core focus of Far East Holdings (600869) is on shareholder reduction plans and business expansion, with a significant shareholder planning to reduce holdings by up to 33.29 million shares, representing 1.5% of total equity, due to personal funding needs [1] - The company is actively expanding into AI and energy storage sectors, with plans to accelerate the construction of AI all-optical interconnection production lines and aims to achieve mass production of high-end multimode optical fibers by June 2026 [1] - Far East Holdings secured over 3 billion yuan in orders in January 2026, with nearly one-sixth of these orders related to energy storage, and established cooperation with Nvidia's supply chain, indicating entry into the supply system of AI chip giants [1] Group 2 - In the recent week from February 6 to 12, 2026, Far East Holdings' stock price experienced a downward trend with a cumulative decline of 5.30% and a volatility of 7.21%, closing at 12.34 yuan on February 12 [2] - The stock's performance was weaker than the industry average, as the electric equipment sector rose by 1.65% and the grid equipment sector increased by 3.18% during the same period [2] - Technical indicators show that the stock price is near the lower band of the 20-day Bollinger Bands, with a resistance level at 13.9 yuan and a support level at 9.61 yuan, while the MACD indicator is bearish and the KDJ indicator is approaching the oversold zone [2]

Core Viewpoint - The optical fiber and optical preform industry is entering a prosperous cycle, driven by surging demand from AI data centers and overseas markets, leading to a tight supply-demand situation. Group 1: Company Production Capacity - The company has achieved an annual production capacity of 300 tons of RIC optical fiber preforms, 10 million core kilometers of optical fibers, 3 million core kilometers of outdoor optical cables, and 100,000 core kilometers of indoor optical cables [1] - The company plans to achieve high-end multimode fiber production by the end of June this year and aims to complete the second phase of production expansion for G.657A1/A2 optical fiber preforms and fiber drawing by 2026, reaching a total optical preform capacity of 800 tons per year and a fiber drawing capacity of 26 million core kilometers per year [3] Group 2: Industry Demand and Trends - The optical fiber and optical preform industry is experiencing a significant transformation due to AI, which is reshaping the demand for optical fibers and cables, potentially leading to a supply shortage in the next two years [1] - According to research from CICC, the current global optical preform capacity is around 25,000 tons, with an expected increase to only 26,000 tons by 2027, indicating a potential supply-demand imbalance [1] Group 3: Technological Advancements - The company has developed advanced VAD (Vapor Axial Deposition) and RIC process routes for large-scale production of G.657.A1/A2 optical fibers, catering to the complex wiring needs of AI training clusters and data centers [2] - The company has achieved breakthroughs in hollow-core anti-resonant fiber technology, enhancing single-mode transmission efficiency by 30% and expanding bandwidth to the full spectrum of 1260nm-1625nm, addressing non-linear distortion issues in traditional fibers [2] Group 4: Cost Efficiency and Future Plans - The company's full-process control from preform production to cable manufacturing has reduced product delivery cycles by 40% and overall costs by 15% [3] - Future projects are in planning, with expectations to achieve an annual production capacity of over 1,600 tons of single-mode/multimode preforms and a series of high-tech products related to AI full optical interconnection by 2027 [3]