Group 1 - The rare earth market shows a slight increase in mainstream product prices, with praseodymium and neodymium oxide averaging 742,400 CNY/ton, up 1,900 CNY/ton, and praseodymium and neodymium metal averaging 904,600 CNY/ton, up 7,800 CNY/ton [1] - Dysprosium oxide remains stable at 1,384,300 CNY/ton, while terbium oxide also holds steady at 6,116,200 CNY/ton [1] - Supply of upstream raw materials remains tight, and metal enterprises are reluctant to sell, keeping praseodymium and neodymium metal prices high [1] Group 2 - The A-share market shows performance of some rare earth permanent magnet concept stocks, with Yingweiting (002334) at 10.07 CNY, up 10.05%, and Yujing Co. (002943) at 85.21 CNY, up 5.05% [2] - Other notable stocks include Wolong New Energy (600173) at 8.29 CNY, up 2.61%, and China Aluminum (601600) at 13.44 CNY, up 2.28% [2] - The trading volume for these stocks varies, with Yingweiting achieving a transaction amount of 867 million CNY and Yujing Co. reaching 1.549 billion CNY [2]

2026 年 02 月 04 日 AI 算力驱动太空光伏浪潮，超薄硅片切割设备 迎放量机遇 买入(维持) 事件 | 分析师：何鹏程 | S1050525070002 | | --- | --- | | hepc@cfsc.com.cn | | | 分析师：庄宇 | S1050525120003 | | zhuangyu@cfsc.com.cn | | | 分析师：尤少炜 | S1050525030002 | | yousw@cfsc.com.cn | | | 联系人：石俊烨 | S1050125060011 | | shijy@cfsc.com.cn | | | 基本数据 | 2026-02-03 | | --- | --- | | 当前股价（元） | 81.11 | | 总市值（亿元） | 167 | | 总股本（百万股） | 205 | | 流通股本（百万股） | 146 | | 52 周价格范围（元） | 18.63-81.11 | | 日均成交额（百万元） | 258.1 | 市场表现 -100 0 100 200 300 400 (%) 宇晶股份 沪深300 资料来源：Wind，华鑫证券研究 相关研 ...

2026 年 02 月 04 日 AI 算力驱动太空光伏浪潮，超薄硅片切割设备 迎放量机遇 买入(维持) 事件 | 分析师：何鹏程 | S1050525070002 | | --- | --- | | hepc@cfsc.com.cn | | | 分析师：庄宇 | S1050525120003 | | zhuangyu@cfsc.com.cn | | | 分析师：尤少炜 | S1050525030002 | | yousw@cfsc.com.cn | | | 联系人：石俊烨 | S1050125060011 | | shijy@cfsc.com.cn | | | 基本数据 | 2026-02-03 | | --- | --- | | 当前股价（元） | 81.11 | | 总市值（亿元） | 167 | | 总股本（百万股） | 205 | | 流通股本（百万股） | 146 | | 52 周价格范围（元） | 18.63-81.11 | | 日均成交额（百万元） | 258.1 | 市场表现 -100 0 100 200 300 400 (%) 宇晶股份 沪深300 资料来源：Wind，华鑫证券研究 相关研 ...

格隆汇2月4日丨宇晶股份(002943.SZ)涨3.34%，报83.820元，股价创历史新高，总市值172.22亿元。 ...

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

每经AI快讯，2月3日，午后太空光伏概念持续拉升，国晟科技（603778）、金晶科技（600586）、泽 润智能、海优新材封涨停，此前奥特维、鹿山新材（603051）、福斯特（603806）、宇晶股份 （002943）、金晶科技等多股涨停，帝科股份（300842）、晶盛机电（300316）、连城数控、高测股份 均涨超10%。 ...

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 02月03日消息，截止13:05，TOPCon电池板块活跃，帝科股份、鹿山新材、钧达股份、宇晶股份涨停， 罗博特科、帝尔激光、中来股份、捷佳伟创、英诺激光、晶澳科技等个股涨幅居前。 ...

【华西中小盘】官媒点名SiC，下游需求急速增长 2.1人民日报报道，数据中心变压器爆单至27年，点名使用SiC有望成为变压器未来重要趋势。 利空出尽，行业迎来反转 11.21台达电子宣布称，美团的数据中心采用了他们搭载了SiC技术的固态变压器（SST）。 近期各家SiC企业发布25年业绩预期，市场误读认为行业继续下行，叠加科技情绪不佳，市场表现下 【华西中小盘】官媒点名SiC，下游需求急速增长 2.1人民日报报道，数据中心变压器爆单至27年，点名使用SiC有望成为变压器未来重要趋势。 11.21台达电子宣布称，美团的数据中心采用了他们搭载了SiC技术的固态变压器（SST）。 利空出尽，行业迎来反转 近期各家SiC企业发布25年业绩预期，市场误读认为行业继续下行，叠加科技情绪不佳，市场表现下行，但实际市 场交易的是未来需求的增量，属于错杀。 未来三大需求AI电力、先进封装、AR眼镜需求量有望是当前市场7倍以上。 如人民日报点名的AI电力领域，下游已经在加速扩产， ➠50亿投资的泗水8英寸碳化硅晶圆厂竣工 11月 ➠株洲8英寸碳化硅晶圆线量产（36万片） 1月 ➠8英寸碳化硅芯片生产线通线（72万片） 据以上不完 ...

Group 1 - The core viewpoint of the news is that Yujing Co., Ltd. experienced a decline in stock price and trading volume, with significant financing activity indicating a high level of market interest despite recent financial performance challenges [1][2]. - On February 2, Yujing Co., Ltd. saw a stock price drop of 2.41%, with a trading volume of 870 million yuan. The financing buy-in amount was 47.50 million yuan, while the financing repayment was 97.60 million yuan, resulting in a net financing outflow of 50.10 million yuan [1]. - As of February 2, the total financing and securities lending balance for Yujing Co., Ltd. was 423 million yuan, with the financing balance accounting for 2.79% of the circulating market value, indicating a high level compared to the past year [1]. Group 2 - As of September 30, the number of shareholders for Yujing Co., Ltd. was 10,800, a decrease of 24.84% from the previous period, while the average circulating shares per person increased by 33.10% to 12,239 shares [2]. - For the period from January to September 2025, Yujing Co., Ltd. reported an operating income of 717 million yuan, a year-on-year decrease of 24.03%, and a net profit attributable to shareholders of 22.60 million yuan, down 28.99% year-on-year [2]. - Yujing Co., Ltd. has distributed a total of 77.72 million yuan in dividends since its A-share listing, with 62.72 million yuan distributed over the past three years [3].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002943 证券简称:宇晶股份 公告编号：2026-014 湖南宇晶机器股份有限公司关于2022年股票期权激励计划预留授予部分第三个行权期采用自主行权模式 的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1、公司2022年股票期权代码：037327，期权简称：宇晶JLC2。 2、公司2022年股票期权激励计划（以下简称"本激励计划"）授予的股票期权预留授予部分第三个行权 期符合行权条件的激励对象共计3人，可行权期权数量为6.3375万份，占目前公司总股本比例为 0.0308%，占剔除公司回购专用证券账户股份后总股本比例的0.0309%。行权价格为13.296元/份。 3、本次股票期权行权采用自主行权模式。 4、本次股票期权行权期限自2025年12月21日起至2026年12月20日止，根据可交易日及行权手续办理情 况，本次实际可行权期限为2026年2月5日至2026年12月18日止。 5、本次可行权股票期权若全部行权，公司股权分布仍具备上市条件。 湖南宇晶机器股份有限公司（以 ...