Market Overview - The market experienced a rebound after a dip, with mixed performance across the three major indices. Notable gains were seen in computing hardware stocks, particularly in CPO, PCB, and liquid cooling servers, with companies like Fenghuo Communication, Chuanrun Co., and ShenNan Circuit hitting the daily limit up. Conversely, the film industry continued to decline, with Bona Film Group facing a three-day limit down. Overall, approximately 2,900 stocks in the Shanghai and Shenzhen markets declined, with a total trading volume of 2.56 trillion yuan [1]. Key Sectors Optical Communication - The optical communication sector saw significant gains, with stocks like Farsens and Tongding Interconnection hitting the daily limit up. The surge was catalyzed by a 5.83% increase in Corning, a major player in the fiber optics market, which reached a historical high. Additionally, CPO leader Lumentum rose by 5.1%, also setting a new record [4][6]. Liquid Cooling - The liquid cooling sector strengthened, with companies such as Jialitu and Chuanrun Co. achieving daily limit up. This was influenced by NVIDIA's showcase of its next-generation Vera Rubin computing system, which is the first to utilize 100% liquid cooling technology [8][10]. Analysts predict that the liquid cooling server market in China will experience a compound annual growth rate of 46.8% from 2024 to 2029, reaching a market size of $16.2 billion by 2029 [10]. PCB (Printed Circuit Board) - The PCB sector also saw a notable increase, with stocks like ShenNan Circuit and Guanghe Technology hitting the daily limit up. Market expectations are high for the upcoming GTC conference, where the Feynman chip utilizing LPU low-latency architecture is anticipated to be showcased, potentially boosting PCB demand [10][12]. Analysts from Zheshang Securities believe that the upgrade of NVIDIA's GPU architecture will increase both the quantity and value of PCB used in their servers [12]. Company Highlights - Farsens, a leader in optical communication, has seen a four-day consecutive limit up, indicating strong market confidence [4][6]. - Jialitu and Chuanrun Co. are recognized for their advancements in liquid cooling technology, with Jialitu's stock rising by 9.98% [9]. - ShenNan Circuit, a key player in the PCB market, has also experienced a 10% increase in stock price, reflecting positive market sentiment [11].

【导读】人民币继续升值，A股震荡 今天的A股市场整体偏震荡，但持有恒生科技指数的小伙伴们估计体感就稍微差一些，希望你们坚强挺 住！ 一起看看发生了什么事情。 2月26日，市场全天探底回升，三大指数涨跌互现。截至收盘，沪指跌0.01%，深成指涨0.19%，创业板 指跌0.29%，科创综指表现亮眼，涨超1%。 市场共2485只个股上涨，其中78只个股涨停；2870只个股下跌。 | 880005 涨跌家数 | | | | | --- | --- | --- | --- | | 日中 | 涨停 | | 78 | | 涨幅 | > 7% | | 152 | | 涨幅 | 5-7% | 1 | 133 | | 涨幅 | 3-5% | | 313 | | 涨幅 | 0-3% | | 1887 | | 跌幅 | 0-3% | | 2646 | | 跌幅 | 3-5% | | 179 | | 跌幅 | 5-7% | | 32 | | 跌幅 | > 7% | | 13 | | 其中 跌停 | | | 5 | | 上涨家数 | | | 2485 | | 下跌家数 | | | 2870 | | | | | 130 | | 平盘停牌 ...

据交易所数据显示，截至2月26日收盘，主力资金流入前20的股票分别为： 沪电股份（15.53亿元）、 胜宏科技（13.99亿元）、 亨通光电（10.93亿元）、 华胜天成（9.40亿元）、 润泽科技（8.43亿元）、 航天动力（8.12亿元）、 聚飞光电（8.09亿元）、 中天科技（7.05亿元）、 芯原股份（6.60亿元）、 高澜 股份（6.50亿元）、 东方电气（6.33亿元）、 华银电力（6.09亿元）、 东山精密（5.95亿元）、 世运电路（5.55亿元）、 川润股份（5.04亿元）、 赛微电子 （4.81亿元）、 永鼎股份（4.56亿元）、 光迅科技（4.51亿元）、 豪威集团（4.31亿元）、 华丰科技（4.19亿元）。 | 华银电力 | 10.06 | 6.09亿元 | 公用事』 | | --- | --- | --- | --- | | 东山精密 | 8.01 | 5.95亿元 | 电子 | | 世运电路 | 4.95 | 5.55亿元 | 电子 | | 川润股份 | 10.02 | 5.04亿元 | 机械设备 | | 赛微电子 | 4.95 | 4.81亿元 | 电子 | | 永鼎股份 | ...

凤凰网财经讯 2月26日，市场探底回升，三大指数涨跌不一，创业板指盘中一度跌超1%，黄白线分 化。沪深两市成交额2.54万亿，较上一个交易日放量759亿。盘面上，市场热点快速轮动，全市场超 2800只个股下跌。从板块来看，算力硬件方向涨幅居前，PCB、CPO、液冷服务器、算力芯片概念均表 现强势，深南电路、大族激光、广合科技、川润股份涨停。电力板块走强，赣能股份2连板，华银电力 涨停。燃气轮机概念集体大涨，应流股份、万泽股份、东方电气、常宝股份封涨停。小金属概念表现活 跃，云南锗业、章源钨业双双2连板。环保股尾盘拉升，中科环保、启迪环境封涨停。下跌方面，影视 院线、保险、房地产等板块跌幅居前。其中影视院线概念股连续大跌，博纳影业触及跌停。截至收盘， 沪指跌0.01%，深成指涨0.19%，创业板指跌0.29%。 ...

川润股份、中天科技、亨通光电涨停，高澜股份涨超15%，方盛股份、申菱环境、依米康、飞龙股份等 跟涨。 ...

液冷服务器概念震荡走强，川润股份反包涨停，佳力图回封涨停，高澜股份涨超10%，方盛股份、申菱 环境、依米康、飞龙股份等跟涨。 ...

2月13日A股整体调整(上证指数跌0.64%)，液冷板块热度分化，部分资金转向其他热点板块。同时，融 资余额连续2日下降，杠杆资金态度趋谨慎。 经济观察网川润股份（002272）今日股价下跌主要受到前期涨幅过大后的获利回吐压力影响，尤其是在 2月12日创下历史新高后，部分机构资金选择高位卖出。具体来看： 资金面与技术面 2月12日龙虎榜显示四家机构席位净卖出1.4亿元，而散户资金在涨停板积极买入，形成"机构撤退、散 户接盘"的分化局面。2月13日盘中主力资金净流出约9309万元，进一步加剧抛压。 公司估值 截至2月12日收盘，公司动态市盈率为-304倍(因净利润亏损)，市净率达5.89倍，显著高于机械设备行业 约2.5倍的平均水平。股价在短期内涨幅较大(5日累计上涨10.46%)，存在技术性回调需求。 业绩经营情况 公司预计2025年全年净利润亏损1900万至2700万元，尽管亏损幅度同比收窄，但连续亏损状态使得高估 值缺乏基本面支撑。 市场环境 以上内容基于公开资料整理，不构成投资建议。 ...

Group 1 - The A-share market saw a strong performance in robotics-related stocks, with notable gains in several companies [1] - Jingzhu Technology (精锻科技) increased by over 17%, while Yimikang (依米康) rose by over 11% [1] - Other companies such as Bohai Automotive (渤海汽车), Chuanrun Co. (川润股份), and Dongyangguang (东阳光) reached the daily limit of 10% increase [1] Group 2 - The following table summarizes the performance of key stocks in the robotics sector, including their percentage increase and market capitalization: - Jingzhu Technology (300258): +17.52%, Market Cap: 9.419 billion [2] - Yimikang (300249): +11.51%, Market Cap: 7.849 billion [2] - Bohai Automotive (600960): +10.10%, Market Cap: 5.389 billion [2] - Chuanrun Co. (002272): +10.02%, Market Cap: 8.786 billion [2] - Dongyangguang (600673): +10.02%, Market Cap: 110.1 billion [2] - Other notable stocks include Bojie Co. (博杰股份), Rifa Precision Machinery (日发精机), and Changhua Group (长华集团) with increases around 10% [2]

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the Shenzhen Component and ChiNext indices saw upward movements, with the Shanghai and Shenzhen markets recording a half-day trading volume of 1.33 trillion yuan, an increase of 30.7 billion yuan from the previous trading day [1] - Over 2,700 stocks in the market rose, with notable strength in the electric grid equipment sector, where companies like Suyuan Electric and Sifang Co. reached new highs [1] - The non-ferrous metals sector remained active, with Xianglu Tungsten and Zhangyuan Tungsten achieving consecutive gains [1][7] - The CPO concept stocks surged again, with Tianfu Communication rising over 10% to set a new historical high [1] - The gas turbine concept stocks exploded, with Yingliu Co. and Changbao Co. hitting the daily limit [1] Electric Grid Equipment Sector - The electric grid equipment sector showed strong performance, with stocks like Suyuan Electric, Sifang Co., Shun Sodium Co., and Senyuan Electric hitting the daily limit [1][12] - The sector's growth is supported by a significant increase in transformer exports, which reached a record value of 64.6 billion yuan in 2025, marking a nearly 36% increase from the previous year [2][3] Non-Ferrous Metals Sector - The non-ferrous metals sector saw a notable increase, with black tungsten concentrate prices rising by 25.19% to 671,000 yuan per ton, and ammonium paratungstate prices increasing by 24.68% to 985,000 yuan per ton [7][17] - The Producer Price Index (PPI) showed a positive growth of 0.4% month-on-month in January 2026, the highest growth rate since May 2022, indicating potential price increases in the non-ferrous, electronics, and chemical industries [7] Liquid Cooling and Computing Power Rental Sector - The liquid cooling concept stocks also performed well, with companies like Chuanrun Co., Bojie Co., and Yingwei Co. hitting the daily limit [3][10] - The computing power rental sector remained active, with stocks like Dazhi Technology achieving four consecutive gains, and UCloud announcing a price increase for all cloud products and services starting March 1, 2026, due to rising costs [6][20] Media and Entertainment Sector - The media and entertainment sector faced a collective decline, with companies like Huanrui Century and Hengdian Film experiencing significant drops [1] Summary - Overall, the market continued to show a mixed trend, with the ChiNext index gaining over 1%. Technology growth stocks, particularly in electric grid equipment, liquid cooling, gas turbines, and computing power rental, led the gains, while the media and consumer sectors faced adjustments [9]

Core Viewpoint - The A-share market shows positive momentum with significant gains in various sectors, particularly in the small metals, electric grid equipment, and semiconductor industries, while the film and gaming sectors are experiencing declines [3]. Market Performance - The Shanghai Composite Index rose by 0.12% to 4137.06, while the Shenzhen Component Index increased by 0.8% to 14274.93. The ChiNext Index saw a rise of 1.18% to 3323.56, and the STAR Market Index gained 0.93% to 1804.89 [4][12]. - Over 2700 stocks in the market experienced an increase by midday [3]. Sector Highlights - The electric grid equipment sector showed strong performance, with companies like Hailianxun rising over 18% and others reaching their daily limit [4]. - The shipping sector also performed well, with China Merchants Energy hitting its daily limit and achieving a historical high [5]. - The computing power leasing sector saw significant gains, with Yuke Technology hitting its daily limit and other companies like Dazhi Technology and Capital Online also rising [5]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan [6]. Currency Movement - The offshore RMB against the US dollar broke the 6.9 yuan mark, indicating a strengthening of the currency [8]. Stock Movements - The film and cinema sector continued to adjust, with companies like Hengdian Film and Bona Film hitting their daily limit down [9]. - AI application stocks in the Hong Kong market showed strength, with Zhiyuan rising over 11% [10].