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27日消息，截止13:05，有色锌板块走强，锌业股份、锡业股份、华锡有色、株冶集团、驰宏锌锗 等个股涨幅居前。 ...

有色金属板块持续上扬，锌业股份涨停，锡业股份、华锡有色、株冶集团、驰宏锌锗、中色股份跟涨。 ...

证券日报网讯2月26日，株冶集团（600961）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司股东总户数约为4.73万户。 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 1 | 12.91 | 177亿 | 112.29 | | 603077 | 和邦生物 | 1 | 10.08 | 231亿 | 15.93 | | 601212 | 日银有色 | 1 | 9.93 | 771亿 | 77.95 | | 002716 | 湖南白银 | 1 | 9.65 | 423亿 | 116.76 | | 001337 | 四川黄金 | | 8.38 | 210亿 | 79.11 | | 000603 | 盛达资源 | 1 | 8.21 | 337亿 | 57.98 | | 600531 | 豫光金铅 | 1 | 7.58 | 211亿 | 48.60 | | 601969 | 母国外业 | 1 | 6.88 | 236亿 | -0.59 | | 000506 | 招我黄金 | | 6.87 | 191亿 | 57.20 | | 301500 | 飞南资源 | | 6.77 | 115亿 | 30.59 ...

Core Viewpoint - The articles highlight the strong performance and growth potential of various companies in the tungsten industry, driven by rising tungsten prices and increasing demand across multiple sectors such as aerospace, military, and renewable energy. Company Summaries - **China Tungsten High-Tech (000657)**: A leading player in the tungsten industry with a complete value chain from mining to manufacturing, benefiting from high self-sufficiency and significant profit elasticity due to rising tungsten prices. The company is positioned well in high-end manufacturing and military applications [1]. - **Xiamen Tungsten (600549)**: A comprehensive new materials leader with a strong presence in tungsten, rare earths, and lithium battery materials. The company is a major APT producer and benefits from dual market demand in tungsten and rare earths, with a clear long-term growth trajectory [2]. - **Zhangyuan Tungsten (002378)**: A private sector leader in the tungsten industry with a complete production system and high resource self-sufficiency. The company is well-positioned in high-end tungsten markets and is expected to see steady profit growth due to rising demand and supply constraints [3]. - **Xianglu Tungsten (002842)**: Focused on deep processing of tungsten, the company has a strong customer base and benefits from rising processing fees alongside tungsten prices. Future growth is expected through technological upgrades and high utilization rates [4]. - **Luoyang Molybdenum (603993)**: A global mining leader with significant tungsten operations, benefiting from high-quality overseas resources and a diversified metal portfolio. The company is expected to see profit growth as tungsten supply-demand dynamics improve [5]. - **Guangsheng Nonferrous Metals (600259)**: A state-owned enterprise with a focus on tungsten and rare earths, benefiting from dual price increases and strong resource integration capabilities. Future growth is anticipated through expanding resource reserves and high-end applications [6][7]. - **Hunan Gold (002155)**: A key mining platform in Hunan with a stable tungsten production and high resource self-sufficiency. The company benefits from rising prices across multiple metals, providing a unique advantage in the small metals sector [8]. - **Antai Technology (000969)**: A leader in high-end refractory metals, focusing on high-value tungsten products for semiconductor and aerospace applications. The company is expected to grow through increased domestic demand and technological advancements [9]. - **Jinmo Co., Ltd. (601958)**: A leading player in the molybdenum industry with significant tungsten operations, benefiting from low-cost resources and a complete production chain. The company is expected to see profit elasticity as tungsten prices rise [10]. - **Dongfang Tantalum (000962)**: A leader in rare metals with a strong tungsten processing capability, benefiting from stable demand in military and aerospace sectors. Future growth is expected from increasing domestic production of high-end tungsten products [11]. - **Xingye Mining (000426)**: A multi-metal mining company with significant tungsten resources, benefiting from price increases and a diversified portfolio that mitigates risks [12]. - **Zhuye Group (600961)**: A veteran in non-ferrous metal smelting with advantages in tungsten recycling and processing. The company is expected to see profit improvements through expanded processing capacity and technological upgrades [13]. - **Zhongkuang Resources (002738)**: A leader in lithium and rare metals with stable tungsten production, benefiting from price increases and a diversified business model [14]. - **Shengxin Lithium Energy (002240)**: A lithium leader with significant tungsten resources, providing stable profits and enhancing resilience against market fluctuations [15]. - **Huayou Cobalt (603799)**: A global leader in cobalt and lithium materials, with a strong tungsten business that supports overall profitability through market synergies [16]. - **Hanrui Cobalt (300618)**: Focused on cobalt and tungsten processing, benefiting from rising demand in high-end manufacturing and renewable energy sectors [17]. - **Xiamen Xinda (000701)**: Engaged in tungsten product trading and supply chain services, benefiting from price increases and a mature supply chain system [18]. - **Aluminum Corporation of China (601600)**: A leader in the non-ferrous sector with a focus on tungsten resource development, benefiting from market dynamics and resource value reassessment [19]. - **Tin Industry Co., Ltd. (000960)**: A global leader in tin with a strong tungsten portfolio, benefiting from price increases and a comprehensive multi-metal strategy [20]. - **Nanshan Aluminum (600219)**: A leading aluminum processor with a focus on tungsten-related materials, expected to grow through high-end manufacturing demand [21].

Core Viewpoint - The A-share market saw a strong performance in gold-related stocks, with several companies experiencing significant price increases on February 11 [1] Group 1: Stock Performance - Baodi Mining reached the daily limit with a rise of 9.97%, bringing its total market value to 6.968 billion [2] - Guocheng Mining increased by 9.18%, with a total market capitalization of 36.8 billion [2] - Hangmin Co. and Baoding Technology both rose over 5%, with market values of 8.861 billion and 7.934 billion respectively [2] - Other notable performers included Zhongjin Metal, Shandong Gold, and Feinan Resources, all of which saw increases of over 4% [1][2] Group 2: Year-to-Date Performance - Baodi Mining has a year-to-date increase of 18.02% [2] - Guocheng Mining's year-to-date rise stands at 11.65% [2] - Hangmin Co. and Baoding Technology have year-to-date increases of 25.98% and 23.86% respectively [2] - Shandong Gold and Feinan Resources also reported strong year-to-date performances of 22.35% and 28.17% [2]

数据显示，东方基金旗下1只基金重仓株冶集团。东方兴瑞趋势领航混合A（015381）四季度减持23.07 万股，持有股数43.23万股，占基金净值比例为6.96%，位居第四大重仓股。根据测算，今日浮盈赚取约 43.66万元。 2月11日，株冶集团涨5.06%，截至发稿，报20.96元/股，成交1.72亿元，换手率1.12%，总市值224.87亿 元。 资料显示，株洲冶炼集团股份有限公司位于湖南省株洲市天元区衡山东路12号，成立日期1993年12月20 日，上市日期2004年8月30日，公司主营业务涉及锌及锌合金、工业硫酸的生产和销售。主营业务收入 构成为：锌及锌合金38.48%，其他28.17%，金锭13.94%，银锭10.71%，铅及铅合金7.85%，铟锭 0.51%，硫酸0.20%，有色金属贸易0.14%。 从基金十大重仓股角度 东方兴瑞趋势领航混合A（015381）成立日期2022年8月16日，最新规模3483.45万。今年以来收益 15.02%，同类排名462/8884；近一年收益90.67%，同类排名184/8127；成立以来收益68.52%。 东方兴瑞趋势领航混合A（015381）基金经理为许文波、 ...

Core Insights - The antimony industry is characterized by its high industrial value and strategic importance, with antimony being used as an additive in various industrial applications [1] - The antimony supply chain includes upstream mining and selection, midstream smelting and processing, and downstream applications such as flame retardants and batteries [1][3] Group 1: Industry Overview - Antimony is a scarce resource with significant industrial applications, classified as a strategic mineral resource by the government [1] - The antimony supply chain consists of three main segments: upstream (mining and selection), midstream (smelting and processing), and downstream (applications) [1][3] - Key applications of antimony include flame retardants, glass, electronic materials, bearings, gears, and batteries, with the latter allowing for the recycling of antimony [1] Group 2: Key Companies and Production Data - Major upstream companies in the antimony mining sector include Hunan Gold, Huaxi Nonferrous, and Huayu Mining [3] - In 2024, Hunan Gold is projected to produce 29,209 tons of antimony, a decrease of 6.15% year-on-year, while Huaxi Nonferrous expects a production increase of 9.17% to 15,417.7 tons [10] - Midstream companies such as Hengbang Co. and Zhuhai Group are involved in smelting and processing, with Hengbang Co. reporting revenue of 957 million yuan from related operations in 2024 [10] Group 3: Regional Distribution - The antimony industry is predominantly concentrated in Hunan province, followed by Guangxi, Guangdong, and Jiangxi, with a significant disparity in the number of companies compared to other regions [5][7] - The majority of upstream, midstream, and recycling companies are located in Hunan, with other provinces like Tibet and Guangxi having fewer enterprises [7] Group 4: Investment Trends - Investment activities in the antimony sector from 2022 to 2025 highlight ongoing developments and strategic initiatives by key players [11] - Companies are focusing on enhancing production capabilities and exploring new product developments, particularly in high-precision alloys and recycling processes [10]

有色金属行业 行业研究 | 行业周报 风物长宜放眼量 ——有色钢铁行业周观点（2026 年第 5 周） 核心观点 投资建议与投资标的 风险提示 宏观经济增速放缓；关税影响需求与产业链稳定性；原料价格波动；中美关系变化 国家/地区 中国 行业 有色金属行业 报告发布日期 2026 年 02 月 04 日 看好（维持） | 刘洋 | 执业证书编号：S0860520010002 | | --- | --- | | 香港证监会牌照：BTB487 | | | liuyang3@orientsec.com.cn | | | 021-63326320 | | | 李一涛 | 执业证书编号：S0860124120001 | | liyitao@orientsec.com.cn | | | 021-63326320 | | | 黄雨韵 | 执业证书编号：S0860125070019 | | --- | --- | | | huangyuyun@orientsec.com.cn | | | 021-63326320 | 金银比突破 50，贵金属有望带领工业金属 加 速 上 涨 ： — — 有 色 钢 铁 行 业 周 观 点 （2 ...

生产制造中心是株冶集团的核心生产单位，该单位牵头各生产单位，以全过程管控保障生产系统稳定高 效运行。通过全维度分析、精准管控与动态追踪，牢牢把控生产关键节点，全流程跟踪监管原料投入， 确保与析出锌产出计划精准匹配；聚焦配料、干燥窑、焙烧炉等核心工艺，强化工艺纪律检查，对各中 间工序实施持续动态监测，全方位夯实生产高效推进的基础，各项生产控制目标全面达成。 2025年以来，白银、铜等金属价格持续上行，2026年这一上行势头仍未减弱。株冶集团紧紧跟踪价格变 动趋势，聚焦系统有价元素综合回收，秉持"吃干榨净"的发展思路，紧抓银、铜市场价格上涨机遇，深 挖产业增值潜力。 2月3日晚间，株洲冶炼集团股份有限公司（以下简称"株冶集团（600961）"）通过公司官方微信公众号 发布消息：1月份，公司旗下各生产基地协同发力、提质增效，圆满达成首月产品产量、成本管控目 标，提前完成原料采购目标和锌精矿库存目标，多项生产指标取得亮眼成绩，为全年高质量发展奠定坚 实基础。 株冶集团董秘兼财务总监陈湘军向《证券日报》记者表示："公司以生产目标为导向，将月度任务逐级 细化分解，层层压实生产责任。1月份，公司旗下各大生产基地各项指标均超 ...