每经AI快讯，有投资者在投资者互动平台提问：永兴材料有N06625镍基耐蚀合金。公司是否与马斯克 的spacex火箭公司有接触？ 永兴材料（002756.SZ）2月3日在投资者互动平台表示，目前公司与SpaceX公司暂无接触。 （记者 王瀚黎） ...

从资金流向上来看，当日能源金属板块主力资金净流入7758.58万元，游资资金净流出2.48亿元，散户资 金净流入1.7亿元。能源金属板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605376 博迁新材 | | 7192.29万 | 5.07% | -6305.76万 | -4.44% | -886.53万 | -0.62% | | 002240 | 盛新锂能 | 6888.15万 | 4.64% | 4328.42万 | 2.92% | -1.12亿 | -7.55% | | 000408 | 藏格矿业 | 6113.53万 | 3.95% | -2685.04万 | -1.74% | -3428.49万 | -2.22% | | 603799 | 华友钻业 | 2 ...

Investment Rating - The report maintains a "Buy" rating for the industry and specific companies within the non-ferrous metals sector, highlighting a positive outlook for gold and silver prices in the medium to long term [2][4]. Core Views - The new Federal Reserve Chairman's policies have raised concerns, leading to a correction in gold and silver prices. However, the long-term trend remains bullish due to central bank gold purchases and a weakening dollar credit [2][8]. - The report emphasizes the importance of geopolitical factors and macroeconomic policies in influencing metal prices, particularly in the context of expanding domestic demand in China [8][24]. Summary by Sections 1. Industry and Stock Performance - The SW Non-ferrous Index increased by 3.37% during the week, while the Shanghai Composite Index fell by 0.44% [8]. - Key companies recommended for investment include Zijin Mining, China Molybdenum, and Yunnan Aluminum, among others, with a focus on their earnings forecasts and valuations [2][8]. 2. Base Metals - Aluminum prices are influenced by geopolitical tensions and domestic production adjustments, with a notable increase in aluminum inventory [24][28]. - Copper prices are expected to remain stable, supported by a weak dollar and increased import activity, despite a generally subdued demand environment [45][48]. - Zinc prices have shown volatility due to external factors and domestic supply disruptions, with a recent increase in prices observed [49][50]. 3. Precious Metals and Minor Metals - Gold and silver prices are projected to rise in the medium term, driven by central bank purchases and a weakening dollar [2][8]. - The report highlights the potential for price increases in cobalt and nickel due to supply constraints and geopolitical factors [2][24][63]. 4. Rare Earths - The report does not provide specific insights into rare earths, focusing instead on the broader non-ferrous metals market [10].

股票研究 /[Table_Date] 2026.02.01 25Q4 板块预披业绩总亏约 119 亿 [Table_Industry] 钢铁 ——钢铁行业周度更新报告 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 李鹏飞(分析师) | 010-83939783 | lipengfei2@gtht.com | S0880519080003 | | 刘彦奇(分析师) | 021-23219391 | liuyanqi@gtht.com | S0880525040007 | | 魏雨迪(分析师) | 021-38674763 | weiyudi@gtht.com | S0880520010002 | | 王宏玉(分析师) | 021-38038343 | wanghongyu@gtht.com | S0880523060005 | 本报告导读： [Table_Report] 相关报告 钢铁《钢铁行业周报数据库 20260126》 2026.01.26 钢铁《2025 年粗钢产量下降 4.4%》2026.01.25 钢铁《铁矿库存 ...

• 钴：主权国家出口配额主导供应，原料缺口形成价格强支撑。 （1）供应端受刚果金出口配额制度影响，原料缺口已成定局，全球供给收敛显著。（2）需求端在钴产品价格高企下多数偏弱，三 元电芯能否随着固态电池落地而回暖或成需求拐点的关键。（3）刚果金政府控价能力强、挺价意愿强烈，且原料发运出口节奏慢于 预期，钴价中期内有望维持强势，相关公司盈利弹性具备较大的边际改善空间。 • 投资策略：在上行周期内除了基本面也需重视股价与商品价格"自我强化"/"交叉强化"的属性。 （1）价格的影响因素是多角度去定的：基本面（供需库存），政策面（政策/地缘局势去干预或者引导），流动性（带来超涨或者超 跌的溢价/折价）。（2）在周期向上阶段，除了供需基本面外，也需重视股价与商品价格的"自我强化/交叉强化"机制。股票因折 现未来盈利而最具前瞻性，往往在预期拐点阶段率先反应；期货具备预期定价与对现货的传导能力，使资金能够提前布局并推动基差 修复；现货则在补库、库存下行与订单兑现后进入现实拐点。因此周期往往呈现"股票→期货→现货"的演绎顺序，在自我强化链条 中形成正反馈，股价与商品价格可相互强化，而仅依赖供需平衡表则容易错过行情。 • 投资建 ...

1月30日，永兴材料跌5.04%，截至发稿，报50.90元/股，成交3.00亿元，换手率1.50%，总市值274.40亿 元。永兴材料股价已经连续4天下跌，区间累计跌幅4.51%。 资料显示，永兴特种材料科技股份有限公司位于浙江省湖州市霅水桥路618号，成立日期2000年7月19 日，上市日期2015年5月15日，公司主营业务涉及不锈钢及特殊合金材料等特种金属材料棒线材的研 发、生产和销售。主营业务收入构成为：棒材47.71%，线材24.66%，碳酸锂20.10%，其他7.53%。 广发睿选三年持有期混合（010594）成立日期2020年12月22日，最新规模4.66亿。今年以来收益 4.47%，同类排名5349/8872；近一年收益36.55%，同类排名3546/8126；成立以来亏损5.21%。 广发睿选三年持有期混合（010594）基金经理为刘彬。 截至发稿，刘彬累计任职时间6年341天，现任基金资产总规模56.97亿元，任职期间最佳基金回报 146.14%， 任职期间最差基金回报-0.21%。 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 文出现的信息均只 ...

证券之星消息，1月29日能源金属板块较上一交易日下跌1.24%，永杉锂业领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 6633209 | 永杉坪 / | 11.76 | -4.00% | 31.68万 | 3.75 Z | | 002240 | 盛新锂能 | 37.80 | -3.32% | 52.90万 | 20.12亿 | | 002466 | 天齐锂业 | 59.12 | -3.26% | 58.73万 | 35.00亿 | | 603799 | 华友钻业 | 78.60 | -2.67% | 70.27万 | 55.68亿 | | 301219 | 腾远钻业 | 77.33 | -2.35% | 14.07万 | 11.01亿 | | 600711 | 暨屯矿业 | 17.87 | -2.14% | 214.48万 | 38.60亿 | | 000762 ...

证券之星消息，1月28日能源金属板块较上一交易日上涨1.82%，博迁新材领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605376 | 博迁新材 | 89.54 | 7.23% | 16.80万 | | 14.53亿 | | 300618 | 塞锐钻业 | 54.03 | 6.95% | 34.64万 | | 18.30亿 | | 301219 | 腾远钻业 | 79.19 | 4.68% | 16.62万 | | 12.97亿 | | 6633209 | 永杉锂业 | 12.25 | 4.61% | 31.84万 | | 3.82亿 | | 600711 | 盛电矿业 | 18.26 | 4.52% | 200.27万 | | 35.95 Z | | 603799 | 华友钻业 | 80.76 | 3.34% | 81.20万 | | 64.6 ...

1月27日，永兴材料大宗交易成交70万股，成交额3764.6万元，占当日总成交额的3.22%，成交价53.78 元，较市场收盘价55.16元折价2.5%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | | 卖方营业部 | | 2026-01-27 | 002756 | 永兴材料 | 53.78 | 70.00 | 3,764.60 发证券股份有限 | | 广发证券股份有限 | | | | | | | 公司深圳壹方中心 | | 公司杭州金华南路 | | | | | | | 证券营业部 | 证券量不出 | | ...

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].