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内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 云南临沧鑫圆锗业股份有限公司（以下简称"公司"或"本公司"）（证券简 称：云南锗业，证券代码：002428）股票连续三个交易日内（2026 年 2 月 24 日、 2026 年 2 月 25 日、2026 年 2 月 26 日）收盘价格涨幅偏离值累计超过 20%，根 据深圳证券交易所的相关规定，属于股票交易异常波动情况。 二、公司关注并核实的相关情况 公司董事会对公司有关情况进行了核查并对公司控股股东及实际控制人就 公司股票发生异常波动的情况进行了询问、核实，现就有关情况说明如下： 证券代码：002428 证券简称：云南锗业 公告编号：2026-011 云南临沧鑫圆锗业股份有限公司 1、公司前期披露的信息不存在需要更正、补充之处。 2、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。 3、近期公司经营情况正常，内外部经营环境未发生重大变化。 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项或其他处于筹划 ...

南财智讯2月26日电，云南锗业公告，公司股票连续三个交易日内（2026年2月24日、2026年2月25日、 2026年2月26日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情况。经核查，公司前期 披露的信息不存在需要更正、补充之处；未发现近期公共传媒报道可能或已经对公司股票交易价格产生 较大影响的未公开重大信息；公司经营情况正常，内外部经营环境未发生重大变化；公司、控股股东及 实际控制人不存在应披露而未披露的重大事项，亦不存在处于筹划阶段的重大事项；公司、控股股东及 实际控制人在股票异常波动期间不存在买卖公司股票的情形。 ...

Core Viewpoint - The market experienced a mixed performance with the three major indices showing varied results, indicating a volatile trading environment [1] Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 2.54 trillion yuan, an increase of 759 billion yuan compared to the previous trading day [1] - Over 2800 stocks in the market experienced declines, highlighting a broad market weakness despite some sector-specific gains [1] Sector Performance - The computing hardware sector showed strong gains, with significant performances from PCB, CPO, liquid cooling servers, and computing chip concepts, leading to stocks like Shenzhen South Circuit and Dazhu Laser hitting the daily limit [1] - The power sector also performed well, with Ganneng Co. achieving two consecutive limit-ups and Huayin Power hitting the daily limit [1] - The gas turbine concept saw a collective surge, with stocks such as Yingliu Co., Wanze Co., Dongfang Electric, and Changbao Co. all reaching the daily limit [1] - The small metals sector was active, with Yunnan Zhenye and Zhangyuan Tungsten both achieving two consecutive limit-ups [1] - Environmental stocks saw a late rally, with Zhongke Environmental and Qidi Environment hitting the daily limit [1] Declining Sectors - The film and television industry, insurance, and real estate sectors faced significant declines, with the film and television concept stocks experiencing continuous drops, including Bona Film Group hitting the daily limit down [1] - The Shanghai Composite Index fell by 0.01%, while the Shenzhen Component Index rose by 0.19%, and the ChiNext Index decreased by 0.29% [1]

Core Viewpoint - The rare metals sector in the A-share market experienced a collective surge, driven by rising raw material prices and strategic pricing adjustments by companies [1] Group 1: Market Performance - Companies such as Zhangyuan Tungsten and Yunnan Zhiye reached the daily limit increase, while Zhongtung High-tech rose over 8% and Dongfang Tantalum over 6% [1] - Other notable performers included Xianglu Tungsten, Rongjie Co., Tianqi Lithium, and Yongxing Materials, all increasing by over 4% [1] - The total market capitalization of Zhangyuan Tungsten is 443 billion, with a year-to-date increase of 160.30% [2] - Zhongtung High-tech has a market cap of 1,449 billion and a year-to-date increase of 129.52% [2] Group 2: Company Pricing Strategies - Zhangyuan Tungsten announced a price adjustment for its welding machine clamp blades due to rising tungsten raw material costs, effective from February 26, 2026 [1] - The company emphasized this decision is crucial for its sustainable development [1] Group 3: Government Initiatives - The White House plans to utilize an AI model developed by the Department of Defense to establish reference prices for critical mineral trades, starting with germanium, gallium, antimony, and tungsten [1]

Core Viewpoint - The rare metal stocks in the A-share market have collectively strengthened, with significant price increases observed in several companies, driven by rising raw material costs and strategic pricing adjustments [1][2]. Group 1: Company Performance - Zhangyuan Tungsten Industry and Yunnan Zinc Industry both reached the daily limit increase of 10.01% [1][2]. - Zhongtung High-tech saw an increase of over 8.11%, while Dongfang Tantalum Industry rose by over 6.70% [1][2]. - Other notable performers include Xianglu Tungsten Industry, Rongjie Co., Tianqi Lithium, and Yongxing Materials, all increasing by over 4% [1][2]. - Xiamen Tungsten Industry, Ganfeng Lithium, and Tibet Mining also experienced gains of over 3% [1][2]. Group 2: Market Dynamics - Zhangyuan Tungsten Industry announced a price adjustment for its welding machine clamp blades due to the continuous rise in tungsten raw material prices, effective from February 26, 2026 [1]. - The U.S. White House plans to utilize an AI model developed by the Department of Defense to establish reference prices for critical global mineral trades, starting with germanium, gallium, antimony, and tungsten [1].

格隆汇2月26日丨云南锗业(002428.SZ)涨7.39%，报43.330元，股价创历史新高，总市值283.00亿元。 ...

Core Viewpoint - Yunnan Germanium Co., Ltd. (002428.SZ) primarily produces material-grade germanium products, including germanium ingots (metallic germanium) and germanium dioxide, with a focus on various applications in the infrared optoelectronics, solar cells, and fiber optics sectors [1] Group 1: Product Offerings - The company's main material-grade germanium products are germanium ingots and germanium dioxide [1] - In deep processing, the photovoltaic-grade germanium products mainly consist of germanium wafers for solar cells, while infrared-grade germanium products include infrared single crystals and blanks (optical components), germanium lenses, infrared thermal imaging devices, optical systems [1] - Fiber optic-grade germanium products are primarily tetrachlorogermanium, and compound semiconductor materials mainly include gallium arsenide wafers and indium phosphide wafers [1] Group 2: Application Areas - The company's products are utilized in various fields, including infrared optoelectronics, solar cells, fiber optic communications, light-emitting diodes, vertical-cavity surface-emitting lasers (VCSELs), high-power lasers, fiber optic communication lasers, and detectors [1]

Core Viewpoint - Yunnan Zhenye (002428.SZ) has a current production capacity of 150,000 pieces per year for indium phosphide chips (2-4 inches) and will disclose any expansion plans in a timely manner [1] Group 1 - The company's current production capacity for indium phosphide chips is 150,000 pieces per year [1] - The size of the chips produced ranges from 2 to 4 inches [1] - The company commits to publicly disclose any related expansion plans [1]

Group 1 - The core point of the article is that Yunnan Zhenye (002428.SZ) has a current production capacity of indium phosphide chips at 150,000 pieces per year (2-4 inches) [1] - The company will publicly disclose any relevant expansion plans in a timely manner [1]

格隆汇2月26日丨云南锗业(002428.SZ)在投资者互动平台表示，公司控股子公司云南鑫耀半导体材料有 限公司磷化铟晶片(衬底)已批量生产超过三年，并已向国内外多家知名厂商供货。 ...