资料显示，广东翔鹭钨业股份有限公司位于广东省潮州市湘桥区官塘镇庵头工业区，成立日期1997年4 月17日，上市日期2017年1月19日，公司主营业务涉及钨制品的开发、生产与销售。主营业务收入构成 为：粉末制品60.46%，硬质合金22.14%，钨丝系列12.59%，其他4.80%。 2月2日，翔鹭钨业涨5.09%，截至发稿，报27.45元/股，成交10.20亿元，换手率14.31%，总市值89.81亿 元。 从基金十大重仓股角度 截至发稿，方岑累计任职时间2年311天，现任基金资产总规模5083.02万元，任职期间最佳基金回报 13.08%， 任职期间最差基金回报-1.62%。 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 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，中航基金旗下1只基金重仓翔鹭钨业。中航混改精选A（004936）四季度持有股数9.78万股， 占基金净值比例为4.81%，位居第十大重仓股。根据测算，今日浮盈赚取约13.01万元。 ...

Group 1 - Xianglu Tungsten Industry's stock price increased by 5.07% on January 28, reaching 27.55 yuan per share, with a trading volume of 1.262 billion yuan and a turnover rate of 17.83%, resulting in a total market capitalization of 9.014 billion yuan [1] - The stock has risen for three consecutive days, with a cumulative increase of 20.39% during this period [1] - Xianglu Tungsten Industry, established on April 17, 1997, and listed on January 19, 2017, specializes in the development, production, and sales of tungsten products, with revenue composition as follows: powder products 60.46%, hard alloys 22.14%, tungsten wire series 12.59%, and others 4.80% [1] Group 2 - Zhonghang Fund holds a significant position in Xianglu Tungsten Industry, with its fund "Zhonghang Mixed Reform Selected A" (004936) owning 97,800 shares, accounting for 4.81% of the fund's net value, making it the tenth largest holding [2] - The fund has generated an estimated floating profit of approximately 130,100 yuan today and a total floating profit of 434,200 yuan over the three-day increase [2] - "Zhonghang Mixed Reform Selected A" was established on December 14, 2017, with a current scale of 6.8543 million yuan, achieving a year-to-date return of 16.98% and a one-year return of 41.5% [2]

Core Viewpoint - Xianglu Tungsten Industry announced an abnormal fluctuation in its stock trading, with the closing price increasing by over 20% cumulatively over three consecutive trading days (January 23, 2026, January 26, 2026, and January 27, 2026) [1] Summary by Relevant Sections - Stock Trading Fluctuation - The company's stock (abbreviated as Xianglu Tungsten; stock code: 002842) experienced a significant price increase, leading to a classification of abnormal trading activity according to Shenzhen Stock Exchange regulations [1] - Company Information Disclosure - After verification, the company confirmed that there were no corrections or supplements needed for previously disclosed information, and no recent media reports indicated any undisclosed significant information that could impact the stock price [1] - Business Operations - The company stated that there are no expected significant changes in its operational situation or external business environment, and neither the company, its controlling shareholders, nor actual controllers have any undisclosed major matters related to the company [1]

股票代码：002842 股票简称：翔鹭钨业 公告编号：2026-004 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。 三、 关于不存在应披露而未披露信息的说明 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 1 月 23 日、2026 年 1 月 26 日、2026 年 1 月 27 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 ...

Core Viewpoint - The performance forecasts of A-share listed companies in the non-ferrous metal industry show a positive trend, with 62.16% of the 37 companies expecting better results in 2025, driven by rising metal prices and improved demand in the downstream market [1][2]. Group 1: Company Performance - Among the 37 listed companies, 23 are optimistic about their performance, with 15 expecting profit increases, 5 turning losses into profits, and 3 showing slight growth [2]. - China Rare Earth (000831) anticipates a net profit of approximately 143 million to 185 million yuan for 2025, marking a turnaround from losses, aided by a favorable market and strategic adjustments [2]. - Xianglu Tungsten Industry (002842) projects a net profit of 125 million to 180 million yuan for 2025, reflecting a year-on-year growth of 239.66% to 301.11%, driven by rising tungsten prices and improved market conditions [3]. - Zhongyi Technology (301150) expects a net profit of 60 million to 80 million yuan for 2025, representing a growth of 171.26% to 195.02%, due to increased processing fees for copper foil products and a focus on high-value products [8]. Group 2: Market Trends and Risks - The rise in product prices has led to significant stock price increases for related companies, prompting some to issue risk warnings [4]. - Silver futures and spot prices reached historical highs on January 26, leading to substantial gains for silver-related stocks, with Silver Nonferrous (601212) experiencing a cumulative stock price increase of 61.16% over five trading days [5]. - The increase in upstream metal prices has negatively impacted some downstream companies, such as Laimu Co. (603633), which faces rising production costs due to high raw material prices and tightening pricing strategies from automakers [6][7].

Core Viewpoint - The surge in metal prices, particularly gold and silver, is driven by a combination of geopolitical risks, monetary policy expectations, and structural weaknesses in the dollar credit system, leading to significant investment opportunities in the precious metals sector [4][10]. Group 1: Metal Price Movements - On January 26, gold prices surpassed $5100 per ounce, while silver prices reached over $110 per ounce, marking a significant increase in the precious metals market [4][5]. - The A-share market saw the precious metals sector lead with a 7.3% increase, while basic metals also experienced a rise of 2.73% [2][3]. - Analysts predict that the overall strong trend in the precious metals market will continue, although caution is advised due to high volatility [4][10]. Group 2: Company Performance and Earnings - As of January 26, 73% of the 26 listed companies in the non-ferrous metals sector have reported positive earnings forecasts for 2025, largely attributed to rising metal prices [6][8]. - Companies like Zhao Jin Gold and Hunan Gold expect significant profit increases due to higher gold and other metal prices [7][8]. - The acquisition of gold mines by companies such as Luoyang Molybdenum indicates a strategic move to enhance production capabilities amid rising prices [8]. Group 3: Market Dynamics and Future Outlook - The current market dynamics suggest a potential for further price increases in metals, driven by global economic conditions and supply constraints [9][10]. - Analysts recommend a cautious approach to investment, suggesting strategies that include dollar-cost averaging and careful risk management [10][11]. - Regulatory measures may be implemented to curb excessive speculation in the metals market, emphasizing the need for compliance with trading rules [11].

1月20日公司发布2025年业绩预告，预计实现净利润1.25亿元至1.80亿元，同比变动区间为 239.66%~301.11%。（数据宝） （文章来源：证券时报网） 翔鹭钨业股价创出历史新高，截至10:04，该股上涨8.48%，股价报24.17元，成交量2826.78万股，成交 金额6.60亿元，换手率10.53%，该股最新A股总市值达79.08亿元，该股A股流通市值64.89亿元。 证券时报·数据宝统计显示，翔鹭钨业所属的有色金属行业，目前整体涨幅为4.06%，行业内，目前股价 上涨的有105只，涨停的有金徽股份、湖南黄金等8只。股价下跌的有36只，跌幅居前的有博威合金、悦 安新材、银邦股份等，跌幅分别为10.00%、5.64%、5.43%。 公司发布的三季报数据显示，前三季度公司共实现营业收入16.16亿元，同比增长24.00%，实现净利润 5177.33万元，同比增长259.65%，基本每股收益为0.1700元，加权平均净资产收益率5.89%。 ...

Investment Rating - The investment rating for the small metals industry is "Positive" (maintained) [5] Core Views - The supply-demand tension continues, with tungsten and tin prices breaking historical highs [4] - Rare earth elements are experiencing a supply tightness, leading to increased prices, particularly for praseodymium and neodymium oxide, which rose by 7.69% to 672,500 CNY/ton [12] - Molybdenum prices are expected to stabilize due to cost support and improved supply-demand dynamics, despite a recent decline [23] - Tungsten prices are at historical highs due to supply contraction and price increases in long-term contracts [30] - Tin prices are strong due to macroeconomic factors and ongoing supply disruptions, with SHFE tin rising by 21.85% to 429,600 CNY/ton [33] - Antimony prices are fluctuating, awaiting signals for export recovery, with recent increases noted [42] Summary by Sections Rare Earths - Praseodymium and neodymium oxide prices increased by 7.69% to 672,500 CNY/ton, while dysprosium decreased by 1.39% to 1,420,000 CNY/ton [12][4] - The supply side remains tight due to policy and supply constraints, while demand from downstream magnetic material companies has shifted from just-in-time purchasing to stockpiling [4] Molybdenum - Molybdenum concentrate prices fell by 1.94% to 4,035 CNY/ton, and molybdenum iron prices decreased by 1.90% to 258,500 CNY/ton [23] - The market sentiment is supported by a stabilization in international molybdenum oxide prices and reduced mine shipments [23] Tungsten - Black tungsten concentrate prices rose by 11.43% to 536,000 CNY/ton, and ammonium paratungstate prices increased by 12.06% to 790,000 CNY/ton [30] - Supply is tightening due to reduced mining quotas and slower production rates, while domestic demand remains stable [30] Tin - SHFE tin prices increased by 21.85% to 429,600 CNY/ton, and LME tin prices rose by 21.73% to 54,200 USD/ton [33] - Supply disruptions from key mining regions and strong demand from traditional and emerging sectors are driving price increases [33] Antimony - Antimony ingot prices rose by 1.26% to 160,500 CNY/ton, and antimony concentrate prices increased by 1.42% to 142,500 CNY/ton [42] - The supply remains tight, and demand is expected to decline as the market approaches the Lunar New Year [42]

Group 1 - The small metal sector increased by 0.06% on January 22, with Western Materials leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Key stocks in the small metal sector showed varied performance, with Western Materials rising by 10.00% to a closing price of 39.60 [1] Group 2 - The small metal sector experienced a net outflow of 562 million yuan from main funds, while retail investors saw a net inflow of 141 million yuan [2] - The trading volume and turnover for key stocks in the small metal sector varied, with Western Materials achieving a turnover of 1.884 billion yuan [1][2] - The stock performance of several companies showed declines, with Haotong Technology down by 3.93% and Xianglu Tungsten down by 3.63% [2] Group 3 - Western Materials had a net inflow of 273 million yuan from main funds, while retail investors had a net outflow of 177 million yuan [3] - Other notable stocks included China Rare Earth with a net inflow of 210 million yuan from main funds, but a net outflow of 157 million yuan from retail investors [3] - The overall trend indicated a mixed sentiment among different investor types within the small metal sector [3]

Group 1 - Tungsten prices have reached historical highs, with 65% black tungsten concentrate priced at 528,000 yuan/ton, and 65% white tungsten concentrate at 527,000 yuan/ton, both up 14.8% since the beginning of the year [1] - The market for tungsten is characterized by tight supply and high prices, with downstream users adjusting product prices to transfer cost pressures, maintaining a strong upward trend in tungsten prices [1] - The increase in tungsten prices is attributed to insufficient supply, confirmed demand growth, and low social inventory levels, suggesting that the upward trend will continue [1] Group 2 - Tungsten is a strategic metal resource essential for the national economy and defense, known for its high melting point, density, and hardness, widely used in various industries [2] - The outlook for tungsten prices in 2026 indicates a likely continuation of high prices and strong fluctuations, with supply and demand remaining in tight balance [2] - Companies in the tungsten industry are expected to benefit from rising prices, as seen in Xianglu Tungsten's forecast of a net profit of 12.5 million to 18 million yuan for 2025, indicating a turnaround from previous losses [2] Group 3 - Xianglu Tungsten reports that the continuous rise in tungsten prices in 2025 has improved the supply-demand situation, enhancing its pricing power and leading to significant growth in gross margins and profits [3] - Xiamen Tungsten is expanding its applications in new fields, such as photovoltaic tungsten wire, and is experiencing a demand surge that has not yet been met by supply, contributing to the ongoing price increase [3] - The supply side of tungsten mining is constrained by quota systems, limiting rapid capacity growth, while the market outlook remains positive due to limited new mining projects [3] Group 4 - Zhongtung High-tech announced that its subsidiary has verified an additional tungsten resource of 91,700 tons, with an annual processing capacity of 2.354 million tons, and is working on a project to increase capacity to 3.5 million tons per year [4]