Core Viewpoint - The tungsten sector is experiencing significant price increases due to supply constraints and stable domestic demand, with several companies in the industry showing strong performance [1] Group 1: Price Increases - Zhangyuan Tungsten Industry announced long-term procurement prices for February 2026, with 55% black tungsten concentrate priced at 670,000 yuan per standard ton, up 28.1% month-on-month [1] - The price for 55% white tungsten concentrate reached 669,000 yuan per standard ton, reflecting a month-on-month increase of 28.2% [1] - Ammonium paratungstate (standard zero grade) long-term procurement price was set at 970,000 yuan per ton, up 27.6% month-on-month [1] Group 2: Market Dynamics - Huayuan Securities reported a 25.19% increase in black tungsten concentrate prices to 671,000 yuan per ton and a 24.68% increase in ammonium paratungstate prices to 985,000 yuan per ton over the past two weeks [1] - Supply-side factors include stricter safety and environmental controls leading to decreased production and shipments from some mines, resulting in a noticeable short-term supply tightness in tungsten [1] - On the demand side, domestic demand remains stable, primarily driven by essential purchases, with a positive outlook for PCB tool demand [1] Group 3: Company Recommendations - Companies to watch include Zhongtung High-tech, Xiamen Tungsten Industry, Xianglu Tungsten Industry, and Zhangyuan Tungsten Industry due to their strong market positions and recent price adjustments [1]

每经AI快讯，2月11日，有色·钨概念反复活跃，翔鹭钨业涨停，章源钨业、中钨高新、厦门钨业跟涨。 （文章来源：每日经济新闻） ...

2026年以来，钨价延续了2025年强势上涨态势。据中钨在线2月6日最新报价，主要钨制品涨幅较年初均 超40%，再创历史新高。 钨被称为"工业牙齿"，广泛应用于机械制造、化工、新能源、高端装备等领域，且难以替代。多份机构 研报表示，由于上游供应持续偏紧与下游需求逐步爆发的双重共振格局短期难改，钨价中枢有望持续抬 升。 2026年以来涨幅超40% 2025年至今，钨价经历了前所未有的上涨行情。黑钨精矿、APT（仲钨酸铵）等主要钨制品价格涨幅均 超200%，领涨小金属板块。 2月11日，小金属、稀有金属板块震荡走强，章源钨业、翔鹭钨业盘中创新高，中钨高新、厦门钨业、 东方钽业、中国铀业、锡业股份跟涨。 消息面上，有分析称在全球供应链重构与新兴产业加速崛起的双重驱动下，稀有金属作为支撑能源转 型、高端制造及国家安全的关键战略资源，正迎来新一轮景气周期。 "工业牙齿"价格再创新高！今年以来上涨超40% 2025年7月起，多种化工品、工业制品、原料价格掀起上涨浪潮，引发市场的广泛关注。价格跳动的曲 线背后，藏着市场最关切的三重追问：此轮涨价由何驱动？这波涨势能持续多久？产业链上下游企业的 业绩能否借此迎来修复契机，又将 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：002842股票简称：翔鹭钨业 公告编号：2026-010 广东翔鹭钨业股份有限公司 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，不存在虚假记载、误导性陈述或重大遗 漏。 一、股票交易异常波动的说明 广东翔鹭钨业股份有限公司（以下简称"公司"或"本公司"）股票（证券简称：翔鹭钨业；股票代码： 002842）交易价格连续三个交易日（2026年2月6日、2026年2月9日、2026年2月10日）收盘价格涨幅偏 离值累计超过20%。根据《深圳证券交易所交易规则》等有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票异常波动，公司董事会对公司、控股股东及实际控制人就有关事项进行核查，现将有关情 况说明如下： 1、公司前期所披露的信息，不存在需要更正、补充之处； 2、公司未发现近期公共媒体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； 4、公司、控股股东、实际控制人不存在关于本公司的应披露而未披露的重大事项，也不存在处于筹划 阶段的重大事项； 5、控股股东、实际控制人在股票交易 ...

Core Viewpoint - Xianglu Tungsten Industry (002842.SZ) announced that its stock price has experienced an abnormal fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days [2] Group 1: Stock Performance - The company's stock price has shown a significant increase, leading to a classification of abnormal trading behavior [2] - The cumulative deviation in stock price indicates heightened market activity and investor interest [2] Group 2: Company Disclosure - The company confirmed that there are no corrections or supplements needed for previously disclosed information [2] - Recent media reports have suggested the presence of potentially significant undisclosed information affecting stock prices [2] - The company, its controlling shareholders, and actual controllers have no undisclosed major matters or ongoing significant plans [2]

股票代码：002842 股票简称：翔鹭钨业 公告编号：2026-010 一、 股票交易异常波动的说明 广东翔鹭钨业股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：翔鹭钨业；股票代码：002842）交易价格连续三个交易日（2026 年 2 月 6 日、2026 年 2 月 9 日、2026 年 2 月 10 日）收盘价格涨幅偏离值累计超过 20%。 根据《深圳证券交易所交易规则》等有关规定，属于股票交易异常波动情形。 二、 公司关注并核实的相关情况 针对公司股票异常波动，公司董事会对公司、控股股东及实际控制人就有关 事项进行核查，现将有关情况说明如下： 1、公司前期所披露的信息，不存在需要更正、补充之处； 2、公司未发现近期公共媒体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、近期公司经营情况及内外部经营环境不存在发生或预计将发生重大变化 的情形； 4、公司、控股股东、实际控制人不存在关于本公司的应披露而未披露的重 大事项，也不存在处于筹划阶段的重大事项； 5、控股股东、实际控制人在股票交易异常波动期间不存在买卖公司股票的 情形； 广东翔鹭钨业股份有限公司 股票交易异常 ...

盘后数据显示，2月10日龙虎榜中，共35只个股出现了机构的身影，有21只股票呈现机构净买入，14只 股票呈现机构净卖出。 共35只个股出现了机构的身影。 | 以后元 | 2.10 | | | --- | --- | --- | | | 机构资金参与个股一 | | | 证券间称 | 日涨跌幅 | 机构净买入(万元) | | 长飞光纤 | 10.00% | 20469.43 | | 翔鹭钨业 | 5.40% | 13473.45 | | 顶固集创 | 20.02% | 9457.76 | | 海翔药业 | 1.45% | 9284.48 | | 联德股份 | 10.01% | 9165.16 | | 巨力索具 | -1.00% | 8212.64 | | 杭电股份 | -2.92% | 7610.85 | | 西部材料 | -9.82% | 4821.27 | | 雅博股份 | 10.20% | 3538.16 | | 深润新能 | -3.04% | 2712.09 | | 海看股份 | 8.88% | 2309.67 | | 菜百股份 | -9.99% | 2289.09 | | 博纳影业 | 9.96% | ...

翔鹭钨业涨2.91%，报31.08元/股，股价再创新高，总市值突破101.68亿元，成交额达4920.06万元。 ...

Price Increase - Tungsten prices have been continuously rising, with ammonium paratungstate (APT) price reaching 1 million yuan per ton, marking a significant increase [1][2] - As of February 9, 2023, the price of 65% black tungsten concentrate was reported at 685,000 yuan per ton, up 48.9% since the beginning of the year [1][2] - The price of tungsten powder increased by 54.6% to 1,670 yuan per kilogram, while tungsten carbide powder rose by 55.8% to 1,620 yuan per kilogram [1][2] Demand Growth - The explosive growth in demand, particularly in the renewable energy and photovoltaic sectors, is driving tungsten powder prices upward [2] - By 2025, the market penetration rate of tungsten wire in silicon wafer cutting is expected to exceed 60%, indicating a phase of large-scale application [2] - The industrialization of heterojunction (HJT) battery technology is projected to add approximately 6,400 tons of new tungsten demand by 2026 [2] Supply Constraints - Global tungsten production is estimated at 82,800 tons in 2024, with only a slight increase to 85,500 tons by 2026, indicating a compound annual growth rate of less than 2% [3] - Factors such as resource constraints, extended development cycles, and insufficient capital investment are reinforcing supply-side rigidity [3] - The domestic tungsten market faces challenges including reduced mining quotas and unstable import volumes, exacerbating supply-demand imbalances [3] Company Performance - A-share listed companies have reported strong performance forecasts for 2025, largely due to rising tungsten-related product prices [4][5][6] - Xiamen Tungsten's 2025 revenue is projected to reach 46.469 billion yuan, a 31.37% increase year-on-year, with net profit expected to rise by 35.08% [4] - Xianglu Tungsten anticipates a net profit increase of 239.66% to 301.11% for 2025, driven by improved market conditions and increased sales orders [5] - Zhangyuan Tungsten expects a net profit growth of 51% to 86% for 2025, benefiting from tight raw material supply and increased market demand [6]

Group 1 - The core point of the article is that Xianglu Tungsten Industry (002842.SZ) experienced an 8.19% increase in stock price, reaching a historical high of 30.790 yuan, with a total market capitalization of 10.074 billion yuan [1]