证券日报网讯2月27日，天顺风能（002531）在互动平台回答投资者提问时表示，截至2026年2月20日公 司股东人数为66771户。 ...

2月26日，天顺风能涨5.2%，截至发稿，报10.32元/股，成交3.77亿元，换手率2.11%，总市值185.44亿 元。 资料显示，天顺风能(苏州)股份有限公司位于上海市长宁区长宁路1193号来福士广场T3座1203，成立日 期2005年1月18日，上市日期2010年12月31日，公司主营业务涉及风塔及零部件的生产和销售,风电叶片 及模具的生产和销售,风电海工及相关产品的生产和销售,风电场项目的开发投资、建设和运营业务。主 营业务收入构成为：风电陆上装备53.62%，发电31.66%，风电海工装备9.46%，其他5.26%。 从天顺风能十大流通股东角度 广发多因子混合（002943）基金经理为唐晓斌、杨冬。 截至发稿，唐晓斌累计任职时间11年68天，现任基金资产总规模199.62亿元，任职期间最佳基金回报 419.92%， 任职期间最差基金回报-34.08%。 杨冬累计任职时间4年241天，现任基金资产总规模250.26亿元，任职期间最佳基金回报122.85%， 任职 期间最差基金回报-0.93%。 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 ...

2月25日，A股三大指数集体上涨。截至收盘，沪指涨0.72%，报4147.23点点，深成指涨1.29%，报14475.87点，创业板指涨 1.41%，报3354.82点。从板块行情上来看，今日表现较好的是稀土永磁、小金属概念和PCB，而Web3.0、AI智能体和存储 芯片等板块下跌。 | | | | | Web3.0 净流入: -39.3亿 | | A1智能体 | | --- | --- | --- | --- | --- | --- | --- | | 稀土永磁 | РСВ | | | 涨跌幅:1.44% | | -37.240 -1.21% | | 净流入： 183.3亿 涨跌幅:+5.42% | 130.512 | | 第十原 59.756 +4.27% | | | | | | +4.37% | | | | | | | | | | | 多模态AI | Al语科 | | | | | | | -52.612 -1.41% | -29.542- | 线哈哈舰在 | | | | | | | -1.13% | | | 日本文 公共和 10 | | | | | | | | | | | | 旅游酒店 -9.342 - ...

Group 1 - Over 800 listed companies have disclosed institutional investor research records since the beginning of the year, with Daikin Heavy Industries being a popular target, attracting over 300 institutions for research [1][3] - In February, Tianneng Wind Power received research attention from over 200 institutions, indicating strong interest in the wind energy sector [1][3] - Daikin Heavy Industries revealed plans for major deliveries of overseas offshore wind monopile projects by 2026, primarily using the DAP delivery model [3] Group 2 - Tianneng Wind Power anticipates accelerated domestic offshore wind bidding and construction from 2025 to 2026, particularly in Guangdong, alongside global demand from Europe, Southeast Asia, Japan, and South Korea, suggesting sustained market growth [3] - Institutional interest is notably high in sectors such as machinery, automotive, and basic chemicals, with significant attention from institutions in the past month [3] - Citic Securities has conducted the most research, exceeding 200 times this year, reflecting a strong interest in A-share listed companies, particularly in bank stocks [3]

Wind数据显示，今年以来（截至2月22日），846家上市公司披露了机构投资者调研记录。其中，大金 重工获机构调研家数最多，达318家。2月以来，天顺风能获237家机构调研，是2月接受机构调研家数最 多的上市公司。 今年以来机构调研家数居前十A股上市公司 | 开始日期: | 2026-01-01 | T | 截止日期: | 2026-02-22 | I 证券检索: | 请输入代码或简称 | | --- | --- | --- | --- | --- | --- | --- | | 序号 | | | | 调研机构家数 | | | | | 证券代码 | 证券简称 | | | J合计 所属Wind行业 | | | 1 | 002487.SZ | 大金重工 | | | 318 重型电气设备 | | | 2 | 688787.SH | 海天瑞声 | | | 242 应用软件 | | | 3 | 002531.SZ | 天顺风能 | | | 237 重型电气设备 | | | 4 | 300818.SZ | 耐普矿机 | | | 211 工业机械 | | | 5 | 688626.SH | 翔宇医疗 | | | 208 医 ...

Choice数据显示，2月9日至今，机构密集走访近70家上市公司，机械设备、汽车、基础化工等行业备受 关注。 从染料、内存等产品涨价逻辑，到海内外产能布局规划，成为机构提问的核心。法国巴黎银行、TX Capital等外资机构也现身公司调研，关注风能、PCB等企业全球化产能布局与长期成长逻辑等。 涨价与产能情况受追问 近期，原材料、化工品、电子元件等多品类价格波动，机构集中追问涨价原因、持续性及公司应对策 略。 针对TMP供应紧张、价格上行，百川股份介绍，行业多数企业采用钙法工艺，受副产甲酸钙价格下 跌、原料正丁醛涨价影响，部分厂商决定停产或减产，导致市场供应紧张。公司以钠法生产，副产甲酸 钠，目前TMP产能7万吨/年，生产情况正常，整体需求旺盛。 染料板块涨价同样引发关注。航民股份表示，公司主要印染交织物，使用分散染料较多，染料助剂在染 费构成中占比20%多，通常错峰采购染料，价格传导要看下游需求。浙江龙盛则透露，受还原物价格上 涨推动，2月8日公司分散染料部分品种再度调价，其中主要产品分散黑报价近期累计上涨5000元/吨。 至于价格是否可持续，还要看供需关系。 消费电子内存涨价趋势方面，中芯国际在调研中判断 ...

Group 1 - The article highlights that during the last week before the holiday (February 9-13), 65 A-share listed companies were surveyed by institutions, with over 60% of the surveyed stocks achieving positive returns, led by Chongde Technology with a weekly increase of 28.62% [3] - TianShun Wind Power was particularly favored by institutions, receiving attention from 237 institutional investors, focusing on its offshore wind power shipment expectations for 2026, domestic and international capacity layout, and zero-carbon business planning [5][7] - NanKun Group was cautious in its mining resource investments, participating in various precious metal mining projects while adhering to strict investment principles, emphasizing a stable production capacity and ongoing upgrades to processing equipment [9][10] Group 2 - GuoNeng RiXin received inquiries from 39 institutions regarding its strategic layout and investment in the electricity trading sector, highlighting its focus on increasing personnel and developing AI-driven trading capabilities [10][12] - DuoLi Technology engaged with 35 institutions, discussing its acquisition of a 70% stake in HanMeng Transmission to enhance its core components business for robots, aiming to leverage synergies in production and product development [13][14]

Group 1 - A total of 874 private equity firms have participated in A-share market research as of February 14, 2026, covering 28 Shenwan first-level industries and 501 stocks, with a cumulative research count of 2845 times, indicating an accelerated investment pace in the new year [1] - Major private equity firms such as Freshwater Spring, Gao Yi Asset, Panjing Investment, and Harmony Huiyi Asset are focusing their research on strategic emerging industries including new energy, high-end manufacturing, artificial intelligence, and semiconductors [1] Group 2 - Among the stocks that have received at least 10 private equity research visits this year, 84 stocks are identified, with Dajin Heavy Industry in the power equipment sector leading with 64 visits, making it the most researched stock [3] - Other notable stocks include Dike Co. and Tiensun Wind Power, which received 41 and 33 research visits respectively, attracting attention from multiple private equity firms [3] - The research focus is concentrated in sectors such as power equipment, computers, electronics, machinery, and automobiles, with a preference for leading companies and high-growth stocks [3] - A total of 61 private equity firms have conducted at least 10 research visits this year, including 20 billion-level private equity firms, with prominent names like Zhengyuan Investment, Freshwater Spring, and Gao Yi Asset leading the way [3]

节前最后一周（2月9日—2月13日）共有65家A股上市公司接受机构调研。从赚钱效应看，超六成机构 调研股实现正收益，其中崇德科技以28.62%的周涨幅位居榜首，光力科技涨26.24%，百川股份涨 24.33%，爱迪特涨24.12%，国投智能、东方钽业等公司涨幅均超10%。 天顺风能接受237家机构调研 天顺风能（002531）是本周机构追捧的香饽饽，周内共有237家机构投资者参与其调研。机构重点关注 该公司2026年海上风电出货预期、国内外产能布局、零碳业务规划等。 在调研中，天顺风能表示，因海上风电出货量与行业施工进度高度相关，且审批和施工环节较长，暂不 做出货量预测。不过，公司在国内外布局多个海上风电相关生产基地，国内盐城射阳、江苏通州湾、揭 阳、阳江、汕尾等地基地分别规划单桩、导管架、支撑桩等产能，漳州基地处于规划阶段。海外德国库 克斯港基地稳步推进，设计产能50万吨单桩。针对海外业务，天顺风能表示明确国内基地分工（揭阳阳 江生产导管架、通州湾生产大型单桩及漂浮模块），海外德国基地生产本地大单桩，利用堆场配合国内 形成全球交付能力，还计划自建特种船保障物流。 天顺风能还表示，零碳业务是公司核心之一，未来 ...

Group 1 - The core focus of institutional research this week (February 9 to February 13) was on 71 listed companies, with Tianshun Wind Power receiving the most attention from 237 participating institutions [1] - Other companies that attracted significant institutional interest include Nanmin Group, Guoneng Rixin, and Doli Technology, with 51, 39, and 35 institutions respectively conducting research on them [1] - In terms of industry focus, institutions are continuing to concentrate on sectors such as industrial machinery, automotive parts and equipment, and non-metallic metals [1]