准。此次开工的明月湖项目聚焦上游6N级超高纯无氧铜与高纯钴锭，旨在解决半导体靶材核心原材料 的"卡脖子"问题，投产后将彻底消除供应链安全隐患并大幅增厚利润垫。预计随着2026Q4该基地投 产，其将具备从高纯原料到成品靶材的整线交付能力，半导体业务将从"送样验证期"转入"业绩释放 期"，成为驱动公司成长的第二曲线。 全球半导体产业链关键材料溅射靶材价格于2026年第一季度普遍上调20%-30%，涉及铝、铜及高端钽 靶、钛靶等品类。 赛恩斯布局钼加工及铼回收业务，其铼资源综合回收技术在多宝山铜业、黑龙江紫金、吉林紫金、洛阳 钼业成功实现了工业化应用，紫金矿业持股赛恩斯21.11%。据东吴证券，2025年以来高铼酸铵涨幅 139%（截至2026/1/28），同期铼涨幅96%，该机构称，赛恩斯掌握核心铼回收资源有望充分收益铼价 上涨利润弹性。 2月至今（2月1日-2月18日），科创板涨幅排名靠前的公司有哪些？ 据《科创板日报》梳理，截至发稿，禾信仪器以49.59%的涨幅居首，欧莱新材、炬光科技紧随其后， 涨幅均超40%。涨幅榜Top 10中，多家公司在细分产业链上卡住关键身位，如跟随CPO浪潮的炬光科技 和杰普特、受 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年2月12日，欧莱新材（sh688530）触及涨停，涨停价34.79元，涨幅20.01%，总市值55.68亿元，流 通市值23.58亿元，截止发稿，总成交额5.23亿元。 根据喜娜AI异动分析，欧莱新材涨停原因可能如下，核医疗技术+半导体材料+研发实力强： 1、公司在 核医疗、超导和可控核聚变等前沿领域取得突破性技术进展，实现国产化突破且技术领先，这显示了公 司强大的创新能力，吸引了市场关注，可能是股价涨停的重要因素。同时公司实现核心半导体材料自主 供应，降低成本并提升供应链稳定性，对公司长期发展有利。 2、公司研发实力突出，拥有141项专 利，36项发明专利，还参与多项国 ...

Core Viewpoint - The A-share market experienced a general decline this week, with the Sci-Tech 50 index falling by 5.8%, while the Northern Securities 50 index saw a smaller decline of 0.7%. The overall performance of the Sci-Tech sector indices was below the weighted median [1][4]. Group 1: Major Events in the Sci-Tech Board - One IPO occurred this week: Shenzhen Beixin Life Technology Co., raising 999 million [11]. - There were 13 new merger and acquisition developments, including the acquisition of 100% equity of Jingyi Integration by Jinghe Integration and the planned capital increase acquisition of Lingming Photon by Zhiyang Innovation [11][35]. - The chairman of Beiqi Technology (688793) received a notice from the CSRC regarding a market manipulation investigation, marking the second time in two months [26]. Group 2: Industry Performance - The internal performance of the Sci-Tech board showed divergence, with the chip design and AI sectors at the bottom, while the new energy sector was one of the few with positive returns [2][28]. - The top ten weight companies on the Sci-Tech board showed mixed results, with Cambrian (688256) dropping by 17.6%, while Zhongwei Company was the only one with positive returns [30]. Group 3: Stock Performance - The top gainers this week included: - Olay New Materials (688530) with a gain of 32.25% - JinkoSolar (688223) with a gain of 31.60% - Hexin Instruments (688622) with a gain of 30.46% [32]. - The top losers included: - Aerospace Hongtu (688066) with a loss of 33.82% - Kaipu Cloud (688228) with a loss of 32.80% - Jucheng Shares (688123) with a loss of 20.26% [33]. Group 4: Trading Volume - The top ten companies by trading volume included: - Cambrian (688256) with a trading volume of 633 million - Lanke Technology (688008) with a trading volume of 464 million - Zhongwei Company (688981) with a trading volume of 272 million [33]. Group 5: Recent Unlocking of Shares - Recent unlocking of shares includes: - Mylan (688273) with an unlocking amount of 2.7 billion on February 11 - Longxun Shares (688486) with an unlocking amount of 4.3 billion on February 24 - Haohan Depth (688292) with an unlocking amount of 1.6 billion on February 24 [34]. Group 6: Fund Analysis - There are over 40 public funds related to the Sci-Tech board, with a total scale exceeding 140 billion, primarily categorized into three types: tracking the Sci-Tech 50 index, tracking the Double Innovation 50 index, and tracking the Sci-Tech board's sub-industry indices [37]. - The largest funds by scale include: - Sci-Tech 50 ETF (588000) with a scale of 76 billion - Sci-Tech Board 50 ETF (588080) with a scale of 70.6 billion [37].

根据喜娜AI异动分析，欧莱新材涨停原因可能如下，核医疗+超导技术+募投项目投产： 1、公司在核医 疗、超导与可控核聚变等新兴领域取得技术突破，实现国产化交付，具备先发优势。同时拥有141项专 利，参与多项国家级/省级重点项目，技术壁垒高。新兴领域的技术成果可能吸引市场关注，成为股价 上涨动力。 2、合肥、乳源等地募投项目投产，长期看将提升产能。产能提升有助于公司未来扩大市场 份额，增加营收和利润，对股价有积极影响。此外，公司开展套期保值业务，有助于对冲原材料价格和 汇率波动风险，稳定经营成本，这也增强了市场对公司的信心。 3、从市场资金流向来看，当日可能有 大量资金流入该股票。从同板块情况分析，若当日核医疗、超导等相关概念板块整体表现活跃，有较多 同概念个股涨停，会形成板块联动效应，推动欧莱新材股价涨停。 4、技术面上，可能出现一些积极信 号，比如MACD指标金叉、BOLL通道突破上轨等，吸引技术派投资者买入，推动股价涨停。 2026年2月6日，欧莱新材（sh688530）触及涨停，涨停价30.72元，涨幅20%，总市值49.17亿元，流通 市值20.82亿元，截止发稿，总成交额4.60亿元。 责任编辑：小浪 ...

证券之星消息，2月3日半导体板块较上一交易日上涨1.45%，炬光科技领涨。当日上证指数报收于4067.74，上涨1.29%。深证成指报收于 14127.1，上涨2.19%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交重(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688167 | 炬光科技 | 301.20 | 18.06% | 9.53万 | | 27.42亿 | | 688530 | 欧莱新材 | 24.40 | 14.82% | 16.08万 | | 3.76亿 | | 6088889 | 强一股份 | 353.17 | 14.05% | 6.20万 | | 21.37亿 | | 688593 | 新相微 | 26.42 | 9.49% | 15.87万 | | 4.07亿 | | 688521 | 芯原股份 | 226.78 | 9.11% | 20.78万 | | 45.72亿 | | 688766 | 普申股份 | 288.11 | 8.24% | 8.95万 | | 25.09亿 ...

[Table_Info1] 欧莱新材(688530) 电子 [Table_Title] 证券研究报告 / 公司点评报告 垂直一体化构筑护城河，高纯材料卡位前沿赛道 事件： [Table_Summary] 公司于 2026 年 1 月 28 日正式开工建设明月湖半导体用高纯材料项目， 总投资约 1.08 亿元，拟建设高纯无氧铜锭及高纯钴锭产线，预计同年 四季度竣工投产。此前，公司募投项目高纯无氧铜生产基地已完成建设 并结项。 点评： 纵向延伸筑底，成本红利释放。公司募投的高纯无氧铜生产基地已正式 结项，配备的 5500 吨双动铜挤压机等核心设备投产，叠加明月湖新项目 的启动，标志着公司彻底打通"提纯-铸型-制靶-废靶回收"的全流程闭 环。通过回收下游客户残靶并自主提纯再生产，公司有效规避了铜、铝 等大宗商品价格波动风险，原材料自供比例的提升势必显著增厚毛利空 间。目前，公司 G8.5、G10.5 平面铜靶等多款产品已在京东方、华星光 电等头部大厂实现批量供货，随着上游原材料自主化产能的爬坡，叠加 面板行业稼动率回升，面板靶材业务有望在 2026 年迎来利润率的实质性 修复与反转。 品类扩张加速，半导体导入顺利。 ...

Group 1: Profit Forecasts - Dongcai Technology expects a net profit of approximately 300 million yuan for 2025, representing a year-on-year increase of about 65.73% [1] - Aerospace Electronics anticipates a net profit of 192 million to 247 million yuan for 2025, a decrease of 55% to 65% year-on-year [2] - Oulai New Materials forecasts a loss of 33 million to 48 million yuan for 2025, compared to a profit of 28.17 million yuan in the previous year [3] - Jiu Ding New Materials projects a net profit of 85 million to 98 million yuan for 2025, reflecting a year-on-year increase of 187.68% to 231.68% [5] - Chuan Yi Technology expects a net profit of 78 million to 103 million yuan for 2025, reversing a loss of 73.47 million yuan from the previous year [6] - Ju Yi Technology anticipates a net profit of 70 million to 105 million yuan for 2025, representing a year-on-year increase of 228.36% to 392.54% [7] - ST Xifa forecasts a net profit of 110 million to 160 million yuan for 2025, a year-on-year increase of 319.91% to 510.77% [19] - Light Media expects a net profit of approximately 1.5 billion to 1.9 billion yuan for 2025, reflecting a year-on-year increase of 413.67% to 550.65% [34] - Tianqi Lithium anticipates a profit of 369 million to 553 million yuan for 2025, compared to a loss of 7.905 billion yuan in the previous year [31] Group 2: Loss Forecasts - Star Ring Technology expects a loss of 220 million to 250 million yuan for 2025, with a projected revenue of 420 million to 450 million yuan, a year-on-year increase of 13.06% to 21.13% [9] - Filinger anticipates a loss of 65 million to 85 million yuan for 2025, compared to a loss of 37.31 million yuan in the previous year [10] - Jiahe Meikang forecasts a loss of 240 million to 280 million yuan for 2025, compared to a loss of 256 million yuan in the previous year [11] - Light Textile City expects a loss of 15 million to 22.5 million yuan for 2025 [23] - Ailon Technology anticipates a profit of 14.96 million to 22.44 million yuan for 2025, reversing a loss of 21.70 million yuan from the previous year [24] - ST Yun Chuang forecasts a loss of 139 million to 149 million yuan for 2025, with projected revenue of 53.5 million to 57.5 million yuan, a year-on-year increase of 6.15% to 14.09% [42] - Meike Home expects a loss of 1.2 billion to 1.8 billion yuan for 2025, compared to a loss of 864 million yuan in the previous year [36] Group 3: Shareholder Actions - Huafeng Chemical announced that shareholders plan to reduce their holdings by no more than 0.73% of the company's shares [8] - Naxinwei disclosed that shareholders plan to reduce their holdings by no more than 1.75% of the company's shares [12] - Shikong Technology announced that a shareholder plans to reduce their holdings by no more than 3% of the company's shares [13] - Yandong Micro disclosed that a shareholder plans to reduce their holdings by no more than 1% of the company's shares [37] - Daily Interaction announced that shareholders plan to reduce their holdings by no more than 0.135% of the company's shares [41]

证券代码：688530 证券简称：欧莱新材 公告编号：2026-005 广东欧莱高新材料股份有限公司 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： ● 本次会议是否有被否决议案：无 一、会议召开和出席情况 （三）出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其持有表决权数量的情 况： ■ （四）表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 本次股东会由公司董事会召集，董事长文宏福先生主持，采用现场投票和网络投票相结合的表决方式， 本次股东会的召集、召开及表决程序符合《中华人民共和国公司法》《上海证券交易所科创板股票上市 规则》等法律法规、规范性文件以及《广东欧莱高新材料股份有限公司章程》《广东欧莱高新材料股份 有限公司股东会议事规则》的有关规定。 ■ （五）公司董事和董事会秘书的列席情况 1、公司在任董事8人，列席8人； （三）关于议案表决的有关情况说明 （一）股东会召开的时间：2026年1月29日 （二）股东会召开的地点：广东省韶关市创 ...

Core Viewpoint - The company, Olay New Materials (688530.SH), is expected to report a significant net loss for the fiscal year 2025, with projected losses ranging from 33 million to 48 million yuan compared to the previous year [1] Financial Performance - The anticipated net profit attributable to the parent company for 2025 is projected to be between -33 million and -48 million yuan [1] - The expected net profit after deducting non-recurring gains and losses is estimated to be between -29 million and -42 million yuan [1] Cost and Margin Impact - The company is facing increased costs due to a significant rise in the prices of key raw materials, as well as ongoing capacity ramp-up at investment projects in Hefei and Liuyuan [1] - The gross margin of the main business has declined compared to the same period last year due to rising material costs, fixed asset depreciation, and labor expenses [1] Operational Expenses - As new projects in Hefei and Liuyuan come online, there has been an increase in labor costs, office expenses, and R&D investments for new product development, leading to higher operating expenses compared to the previous year [1] Risk Management - To mitigate the risk of raw material price fluctuations, the company has engaged in futures hedging activities [1] - However, significant increases in raw material prices at the end of the reporting period have resulted in investment losses and fair value changes from the hedging activities, impacting the current period's performance [1]

证券代码：688530 证券简称：欧莱新材 公告编号：2026-005 广东欧莱高新材料股份有限公司 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2026 年 1 月 29 日 （二） 股东会召开的地点：广东省韶关市创业路 5 号公司一楼会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： 本次股东会由公司董事会召集，董事长文宏福先生主持，采用现场投票和网 络投票相结合的表决方式，本次股东会的召集、召开及表决程序符合《中华人民 共和国公司法》《上海证券交易所科创板股票上市规则》等法律法规、规范性文 件以及《广东欧莱高新材料股份有限公司章程》《广东欧莱高新材料股份有限公 司股东会议事规则》的有关规定。 （五） 公司董事和董事会秘书的列席情况 | 1、出席会议的股东和代理人人数 | 37 | | --- | --- | | 普通股股东人数 | ...