Core Viewpoint - The data indicates significant outflows of capital from major stocks as of April 1, with specific companies experiencing the largest withdrawals [1] Group 1: Major Stocks with Capital Outflows - Sunshine Power experienced the highest outflow at 2.237 billion yuan [1] - BYD saw a capital outflow of 844 million yuan [1] - Demingli had an outflow of 620 million yuan [1] - Goldwind Technology faced a withdrawal of 477 million yuan [1] - Pingtan Development recorded an outflow of 467 million yuan [1] Group 2: Additional Stocks with Notable Outflows - JuLi Rigging had an outflow of 445 million yuan [1] - Fenghuo Communication experienced a capital withdrawal of 340 million yuan [1] - Aerospace Development saw an outflow of 318 million yuan [1] - Yiwei Lithium Energy faced a withdrawal of 315 million yuan [1] - Shunhao Co. recorded an outflow of 315 million yuan [1] Group 3: Other Companies with Capital Withdrawals - Shenjian Co. had an outflow of 291 million yuan [1] - China High-Speed Railway experienced a withdrawal of 286 million yuan [1] - Xinwei Communication saw an outflow of 276 million yuan [1] - Zaiseng Technology faced a capital withdrawal of 262 million yuan [1] - Hengtong Optic-Electric recorded an outflow of 247 million yuan [1] - Liou Co. had a withdrawal of 241 million yuan [1] - BlueFocus Communication experienced an outflow of 237 million yuan [1] - Tuojiri New Energy saw a withdrawal of 236 million yuan [1] - Rongjie Co. recorded an outflow of 226 million yuan [1] - Meinuohua experienced a capital withdrawal of 217 million yuan [1]

融捷股份有限公司公告（2026） 证券代码：002192 证券简称：融捷股份 公告编号：2026-013 融捷股份有限公司董事会 2026 年 3 月 31 日 关于补缴税款的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、基本情况 融捷股份有限公司（以下简称"公司"）近期对纳税义务履行情况开展了合 规自查，经自查确认，公司全资子公司甘孜州融达锂业有限公司需补缴 2020 年 度至 2024 年度企业所得税及滞纳金 4,550.40 万元。截至本公告披露日，前述企 业所得税款已补缴完毕。本次补缴不涉及税务行政处罚。 二、对公司的影响 根据《企业会计准则第 28 号——会计政策、会计估计变更和差错更正》相 关规定，上述事项不属于前期会计差错，不涉及前期财务数据追溯调整。公司补 缴的上述税款将计入 2026 年度当期损益，对 2026 年度归属于上市公司股东净利 润的具体影响以公司 2026 年度经审计的财务报表为准。 本次补缴款项不会影响公司的正常经营，敬请广大投资者注意投资风险。 特此公告。 融捷股份有限公司 1 ...

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [1] Core Views - The non-ferrous metals sector saw a weekly increase of 2.78%, ranking first among all primary industries, with energy metals up 13.38% and industrial metals up 1.37% [14][1] - The precious metals market has fully priced in the Federal Reserve's interest rate hike expectations, with the Turkish central bank's gold sales exacerbating market volatility [4][48] - Industrial metals prices rebounded as signals of US-Iran negotiations emerged, alleviating previous panic [28][27] Summary by Sections Market Review - The Shanghai Composite Index fell by 1.09%, while the non-ferrous metals sector rose by 2.78%, outperforming the index by 3.87 percentage points [14] - Among the sub-sectors, energy metals and small metals performed well, while precious metals faced declines [14] Industrial Metals - **Copper**: Prices increased with LME copper at $12,141 per ton (up 2.59%) and SHFE copper at ¥95,930 per ton (up 1.26%). Domestic smelting plant repairs led to a rapid decline in social inventory, down 14.86% to 519,500 tons [32][2] - **Aluminum**: LME aluminum rose to $3,285 per ton (up 2.90%), while SHFE aluminum fell to ¥23,935 per ton (down 0.35%). Supply risks increased due to attacks on facilities in Bahrain and the UAE [38][39] - **Zinc**: Prices rose with LME zinc at $3,107 per ton (up 1.65%) and SHFE zinc at ¥23,380 per ton (up 1.94%). Both LME and SHFE inventories decreased [41] - **Tin**: LME tin prices increased to $46,000 per ton (up 7.38%) and SHFE tin to ¥362,460 per ton (up 5.83%) due to improved downstream demand [45] Precious Metals - Gold prices fell slightly, with COMEX gold at $4,489.70 per ounce (down 0.05%) and SHFE gold at ¥998.66 per gram (down 3.90%). The market has fully priced in the Fed's interest rate hike expectations [48][4] - The Turkish central bank sold 58.4 tons of gold, impacting market stability [48] - Recent geopolitical tensions have led to a simultaneous rise in gold and oil prices, indicating a return of gold's inflation-hedging and safe-haven attributes [49]

证券日报网讯3月30日，融捷股份（002192）在互动平台回答投资者提问时表示，报告期内长和华锂已 完成了对生产线的技术改造工作，改造后的生产线优化了生产流程，提升了生产效率。2025年度长和华 锂亏损的主要原因是对涉及诉讼的供应商全额计提坏账准备，同时受市场行情和产线技改影响，致使产 品产销量减少所致。2026年长和华锂将多措并举、加大供应商开发力度，拓宽原材料采购渠道，同时强 化生产管理，严控生产成本，实现产量提升、扭亏为盈的目标。前述详情请查阅公司于2026年3月24日 披露的《2025年度报告》。 ...

行业周报 · 有色金属行业 中东冲突供应扰动频发，关注铝锂投资机会 ——有色金属行业周报 2026 年 3 月 30 日 核心观点 阎予露 有色金属行业 | | | 分析师 ：010-80927659 ：yanyulu @chinastock.com.cn 分析师登记编码：S0130522040004 相对沪深 300 表现图 2026-3-27 -12.00% 8.00% 28.00% 48.00% 68.00% 88.00% 108.00% 128.00% 有色金属(申万) 沪深300 华立 ：021-20252629 ：huali@chinastock.com.cn 分析师登记编码：S0130516080004 资料来源：中国银河证券研究院 相关研究 【银河有色】行业周报_旺季来临叠加降息预期，工 业金属价格有望走强 20250831 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 1 ⚫ 市场行情回顾：截止到 3 月 28 日周五收市：本周上证指数-1.09%，报 3913.72 点；沪深 300 指数-1.41%，报 4502.57 点 ...

行业周报 · 有色金属行业 中东冲突供应扰动频发，关注铝锂投资机会 ——有色金属行业周报 2026 年 3 月 30 日 核心观点 有色金属行业 | | | 分析师 华立 ：021-20252629 ：huali@chinastock.com.cn 分析师登记编码：S0130516080004 阎予露 ：010-80927659 ：yanyulu @chinastock.com.cn 分析师登记编码：S0130522040004 相对沪深 300 表现图 2026-3-27 -12.00% 8.00% 28.00% 48.00% 68.00% 88.00% 108.00% 128.00% 有色金属(申万) 沪深300 资料来源：中国银河证券研究院 相关研究 【银河有色】行业周报_旺季来临叠加降息预期，工 业金属价格有望走强 20250831 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 1 ⚫ 市场行情回顾：截止到 3 月 28 日周五收市：本周上证指数-1.09%，报 3913.72 点；沪深 300 指数-1.41%，报 4502.57 点 ...

Market Overview - The A-share indices collectively declined during the week from March 23 to March 27, with the Shanghai Composite Index down by 1.09%, the Shenzhen Component Index down by 0.76%, the ChiNext Index down by 1.68%, and the Sci-Tech Innovation Index down by 0.43% [1][2]. Stock Performance - A total of 7 stocks saw gains exceeding 40%, with Haike Xinyuan leading at a weekly increase of 51.02%. Other notable gainers included Lianxiang Co. (48.26%), Rongjie Co. (46.95%), and Huadian Liaoning Energy (43.61%) [3][4]. - Conversely, 30 stocks experienced declines over 20%, with Huada Technology leading the drop at 32.34%, followed by Zhonghuan Hailu (29.59%) and Shenhua Fa A (28.03%) [3][4]. Trading Activity - 47 stocks had a turnover rate exceeding 100%, with Shouhang New Energy at the top with a turnover rate of 236.08%, followed by Nabichuan (199.27%) and Jiuzhou Group (177.88%) [5][6]. - The majority of stocks with high turnover rates were from the electric equipment, public utilities, and basic chemicals sectors [5]. Capital Flow - The sectors that attracted significant capital inflow included non-ferrous metals, basic chemicals, and building materials, while the electronics sector faced a net outflow exceeding 250 billion yuan [8]. - Ganfeng Lithium received the highest net inflow of 27.20 billion yuan, with a weekly increase of 18.15%. Other stocks with notable inflows included Demingli (15.88 billion yuan) and Yunnan Zhiye (14.20 billion yuan) [8][9]. Margin Trading - A total of 1399 stocks received net margin purchases, with 582 stocks having net purchases exceeding 10 million yuan. Luxshare Precision topped the list with a net purchase of 10.94 billion yuan, while NIO and Zijin Mining faced significant net sell-offs [10][11]. Institutional Research - During the week, 163 listed companies were researched by institutions, with Sanhua Intelligent Control receiving the most attention from 284 institutions. Other companies like Yuanjie Technology and Yuntianhua also attracted significant institutional interest [12][14]. Analyst Ratings - Several companies received new ratings from analysts, including Kaige Precision Machinery with a "Buy" rating and a target price of 207.84 yuan, and Daqin Railway with an "Overweight" rating and a target price of 5.95 yuan [15][16].

下周关注多国 PMI 和美国非农。中东局势反复，寻找受益和宏观关系不大的 品种，关注铝金和锂钽等小稀金属。随着霍尔木兹海峡封锁，中东铝厂减产概 率大增。铝依然值得关注。黄金即将进入原油危机第三阶段。原油涨价刺激新 能源加速替代，关注碳酸锂消费主导，供应强化的大贝塔投资机会。此外，关 注科技成长相关新材料涨价标的。 证券研究报告 | 行业定期报告 2026 年 03 月 29 日 推荐（维持） 行业规模 危中有机 金属行业周报 周期/金属及材料 | | | 占比% | | --- | --- | --- | | 股票家数（只） | 235 | 4.5 | | 总市值（十亿元） | 7428.2 | 6.9 | | 流通市值（十亿元） | 6486.1 | 6.6 | 行业指数 | % | 1m | 6m | 12m | | --- | --- | --- | --- | | 绝对表现 | -12.8 | 26.7 | 64.0 | | 相对表现 | -8.4 | 27.7 | 49.5 | 资料来源：公司数据、招商证券 相关报告 1、《金属行业周报—主线承压宏观 压力关注铝金和小金属》2026-03-22 2、 ...

以下文章来源于e公司 ，作者证券时报 张一帆 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 本周（3月22日至3月27日）共有155家A股上市公司接受机构调研。随着年报披露，上市公司举行了一系列业绩说明会活动，投资 者主要关注上一年业绩解读和今年经营展望，同时不断变化的中东地缘冲突成为绕不过的话题中心。 从赚钱效应看，逾三成机构调研股实现正收益，其中融捷股份本周涨幅超46%，博迈科、铭普光磁、双鹭药业、中国广核、福瑞医科等涨幅 超10%。热门调研标的方面，本周三花智控、源杰科技、云天化、乐鑫科技、华工科技、金力永磁等吸引超百家机构前来调研。 锂产业走向紧平衡 融捷股份（002192）本周一披露财报后收获四连涨停。这家以锂矿采选为主营业务的上市公司去年实现净利润2.79亿元，同比增加 29.52%。在调研中，融捷股份介绍，公司2026年总体经营计划是一方面稳步提升现有业务的核心竞争力，保障企业一定的营业收入规模和 盈利 ...

融捷股份有限公司公告（2026） 证券代码：002192 证券简称：融捷股份 公告编号：2026-012 融捷股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 融捷股份有限公司（以下简称"本公司"或"公司"）股票（股票简称：融 捷股份，股票代码：002192）交易价格连续两个交易日内（2026 年 3 月 26 日和 3 月 27 日）日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易 规则》的规定，属于股票交易异常波动的情况。 二、公司关注及核实的情况说明 针对公司股票交易异常波动，公司董事会对公司、控股股东及实际控制人就 相关事项进行了核实，现将有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处。 （二）公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产 生较大影响的未公开重大信息。 （三）近期公司经营情况及内外部经营环境未发生重大变化。 （四）本公司、公司控股股东和实际控制人不存在关于本公司的应披露而未 披露的重大事项，或处于筹划阶段的重大事项。 （ ...