经济观察网 永兴材料（002756）近7天股价呈现波动走势。截至2026年2月11日最新数据，股价报48.69 元，当日上涨2.08%，成交额3.71亿元，换手率1.97%。近7天区间涨跌幅为-1.12%，振幅达7.74%，其中 2月5日单日下跌4.55%，2月6日反弹上涨3.79%，2月10日再次下跌2.07%。资金面上，2月11日主力资金 净流入1831.77万元，但近3日主力净流出2142.65万元，显示短期资金分歧。技术面显示股价处于震荡区 间，20日布林带压力位57.27元，支撑位45.7元，MACD指标偏弱。 近期事件 2026年2月9日，永兴材料在互动平台回应投资者时表示，公司锂离子电池业务专注于钛酸锂电池研发， 主要产品为方形铝壳钛酸锂电池及系统，可应用于电网调频、可再生能源、轨道交通等领域。该回应未 涉及具体财务数据，但强调了业务布局。 机构观点 机构对永兴材料关注度一般，最新综合目标价为56.80元，较当前股价有15.35%的上涨空间。盈利预测 显示，2025年净利润同比预计下滑17.69%，2026年有望实现106.90%增长，主要基于锂价回升预期。近 期机构评级以中性为主，无新增买入或 ...

Group 1 - The core transaction involved 750,000 shares of Yongxing Materials, with a total transaction value of 35.835 million yuan, accounting for 5.95% of the total trading volume on that day [1][2] - The transaction price was 47.78 yuan per share, which represents a discount of 2.51% compared to the market closing price of 49.01 yuan [1][2]

Group 1 - The latest price of stainless steel plate is 12,725.00 yuan per ton as of February 10, with a 10.41% increase over the last 60 days [2][4] - Relevant manufacturers include Benxi Steel Plate (000761), Taiyuan Iron & Steel (000825), Jiuli Special Materials (002318), Yongxing Materials (002756), Xining Special Steel (600117), Nanjing Steel (600282), Jiuquan Iron & Steel (600307), Fushun Special Steel (600399), Wujin Stainless Steel (603878), and Yongjin Co., Ltd. (603995) [2][4] Group 2 - Cyclical stocks refer to publicly listed companies in raw material production, whose profits are significantly affected by fluctuations in raw material prices [2][4] - Utilizing the price fluctuation data from the business community to identify buying signals for cyclical stocks before quarterly and annual reports is an important method for investing in cyclical stocks [2][4]

企查查APP显示，近日，天津市普瑞矿业有限公司成立，注册资本3亿元，经营范围包含：金属矿石销 售；贸易经纪；国内贸易代理；货物进出口等。企查查股权穿透显示，该公司由永兴材料（002756）全 资持股。 （原标题：永兴材料成立矿业新公司，注册资本3亿元） ...

Core Viewpoint - The lithium battery supply chain has experienced significant price increases from 2020 to 2022, driven by strong demand and a smooth transmission of price hikes across the industry [2][3]. Group 1: Price Trends - Electrolyte prices started at 70,000 CNY/ton in September 2020, rising to 100,000 CNY/ton by the end of the year, and reaching a peak of 580,000 CNY/ton in February 2022, with long-term contract prices stabilizing between 200,000 to 300,000 CNY/ton [2][3]. - Iron lithium cathode prices, including phosphoric acid iron and processing fees, doubled in 2021, peaking at over 40,000 CNY/ton by the end of that year [2][3]. - Anode prices began to rise in Q3 2021 due to graphite production constraints, increasing from 12,000 CNY/ton to a high of 25,000 to 28,000 CNY/ton by Q2 2022 [2][3]. Group 2: Supply Chain Dynamics - Lithium carbonate prices rebounded from a low of 40,000 CNY/ton at the end of 2020 to 50,000 CNY/ton in early 2021, and surged to 300,000 CNY/ton by the end of 2021, eventually reaching 520,000 CNY/ton by February 2022 [2][3]. - The battery sector has effectively transmitted raw material price increases, with battery prices rising by 1 cent/wh in Q1 2021 and accelerating to 2-3 cents/wh in Q1 and Q2 of 2022, reaching over 1 CNY/wh [2][3]. Group 3: Future Outlook - Current market conditions resemble Q4 2020, with expectations for continued price increases due to strong demand and low profitability levels compared to previous years [3]. - The industry's expansion willingness is significantly lower than in 2021, with limited new supply expected by 2026, suggesting a more stable price environment [3]. - The anticipated price increases are not expected to be as dramatic as in 2021, with supply-demand tightness projected to be lower, particularly for hexafluorophosphate and lithium carbonate [3]. Group 4: Investment Recommendations - The current valuation of leading companies is considered reasonable, with expected industry growth of 20% in 2027, suggesting potential for investment in the battery sector, including companies like CATL, Yiwei Lithium Energy, and others [4]. - Material leaders such as Keda Lithium and others are also highlighted as strong investment opportunities, alongside companies in the lithium carbonate sector [4]. - The solid-state battery sector is recommended for investment, particularly with catalysts expected to materialize in Q4 2025 [4].

证券日报网讯2月9日，永兴材料（002756）在互动平台回答投资者提问时表示，公司锂离子电池业务专 注于超高安全、超宽温区、超长寿命、超快充放电速度、超高功率钛酸锂电池的电芯、模组、电池 PACK及系统的研发、生产和销售，目前主要产品为方形铝壳钛酸锂电池及其模组、PACK与系统，可 广泛应用于电网调频/调峰及无功补偿、再生能源并网、轨道交通、港口机械、家用储能、极寒地区室 外电源、工程机械、重型卡车、高功率装备、数据中心UPS电源、特种工业设备UPS电源等领域。 ...

Investment Rating - The report maintains an "Overweight" rating for the steel industry [2]. Core Views - Demand is expected to gradually bottom out, and supply-side adjustments are beginning to show, indicating a potential recovery in the steel industry's fundamentals. If supply policies are implemented, the contraction in supply may accelerate, leading to a quicker industry upturn [4]. - The report highlights that approximately 60% of steel companies are currently operating at a loss, but market-driven supply adjustments are starting to occur, suggesting a gradual recovery in the steel sector [5]. Summary by Sections Steel Market Overview - Last week, the apparent consumption of five major steel products was 7.607 million tons, a decrease of 5.12% week-on-week but an increase of 32.12% year-on-year. Rebar consumption was 1.476 million tons, down 16.3% week-on-week, but up 143.03% year-on-year [16]. - The total steel inventory reached 13.3775 million tons, an increase of 4.63% week-on-week, maintaining a low level [5]. - The average gross profit for rebar was 159.5 CNY/ton, down 37.4 CNY/ton from the previous week, while hot-rolled coil profit was 19.5 CNY/ton, down 27.4 CNY/ton [5][33]. Raw Materials - Iron ore spot prices decreased, with the price for PB powder (61.5% iron content) at 766 CNY/ton, down 26 CNY/ton week-on-week. The main iron ore futures price fell by 31 CNY/ton to 760.5 CNY/ton, a decline of 3.92% [42]. - Iron ore port inventory rose to 171.41 million tons, an increase of 0.7% week-on-week, with the average available days of imported iron ore for domestic steel companies increasing to 31 days, up 14.81% [45][48]. Production and Capacity Utilization - The operating rate of blast furnaces among 247 steel mills increased to 79.53%, up 0.53 percentage points week-on-week, while the capacity utilization rate was 85.69%, up 0.22 percentage points [24]. - The total steel production last week was 8.199 million tons, a decrease of 3.27 million tons week-on-week [31]. Investment Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel, Hualing Steel, and Shougang, as well as low-cost and flexible steel companies like Fangda Special Steel and New Steel [5].

有色金属周报 20260208 情绪趋稳，商品价格筑底 glmszqdatemark 重点公司盈利预测、估值与评级 | 代码 | 简称 | 股价（元） | | EPS（元） | | | PE（X） | | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 2024A | 2025E | 2026E | 2024A | 2025E | 2026E | | | 601899.SH | 紫金矿业 | 37.19 | 1.21 | 2.00 | 2.71 | 31 | 19 | 14 | 推荐 | | 603993.SH | 洛阳钼业 | 21.99 | 0.63 | 0.88 | 1.29 | 35 | 25 | 17 | 推荐 | | 000807.SZ | 云铝股份 | 31.70 | 1.27 | 1.94 | 2.31 | 25 | 16 | 14 | 推荐 | | 603799.SH | 华友钴业 | 70.45 | 2.50 | 3.15 | 4.17 | 28 | 22 | 17 | 推荐 | | 00 ...

有色金属周报 20260208 情绪趋稳，商品价格筑底 glmszqdatemark 重点公司盈利预测、估值与评级 | 代码 | 简称 | 股价（元） | | EPS（元） | | | PE（X） | | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 2024A | 2025E | 2026E | 2024A | 2025E | 2026E | | | 601899.SH | 紫金矿业 | 37.19 | 1.21 | 2.00 | 2.71 | 31 | 19 | 14 | 推荐 | | 603993.SH | 洛阳钼业 | 21.99 | 0.63 | 0.88 | 1.29 | 35 | 25 | 17 | 推荐 | | 000807.SZ | 云铝股份 | 31.70 | 1.27 | 1.94 | 2.31 | 25 | 16 | 14 | 推荐 | | 603799.SH | 华友钴业 | 70.45 | 2.50 | 3.15 | 4.17 | 28 | 22 | 17 | 推荐 | | 00 ...

格隆汇2月3日丨永兴材料(002756.SZ)在互动平台表示，目前公司与SpaceX公司暂无接触。 ...