（来源：淘金ETF） 1. 中际旭创（300308）作为全球高速光模块领域的绝对龙头企业，中际旭创深度绑定英伟达、微软、谷 歌等北美头部云厂商，是AI算力爆发周期内最具确定性的核心受益标的。800G与1.6T高速光模块出货 量稳居全球前列，产品结构持续向高端迭代，毛利率与盈利水平稳步抬升。随着英伟达GB300与Rubin 新一代算力平台规模化落地，单机光模块用量大幅提升，直接推动公司订单持续高增。在CPO共封装光 学领域，企业技术储备完善，与产业链上下游协同推进下一代互联方案，长期成长空间进一步打开。北 美四大云厂商资本开支同比增长超60%，叠加英伟达业绩超预期，公司未来两年业绩确定性极高，产能 持续满载，客户结构优质且壁垒深厚，是光模块板块中业绩弹性最强、成长逻辑最清晰的龙头企业。 2. 新易盛（300502） 专注于高速光模块研发、生产与销售的新易盛，是国内少数具备全球竞争力的核心企业，产品覆盖数据 中心、电信传输全场景，在400G、800G高端模块领域出货量位居行业第一梯队。企业海外收入占比 高，深度绑定全球主流云厂商与设备商，订单能见度高且交付能力突出。受益于AI数据中心建设提速 与高速互联需求爆发， ...

（文章来源：证券日报） 证券日报网讯 2月24日，科瑞技术在互动平台回答投资者提问时表示，在固态电池领域，公司目前已为 国内外多家相关厂商交付热压化成设备，相关设备已投入使用。 ...

证券日报网讯2月24日，科瑞技术（002957）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司的股东人数为33762户。 ...

证券日报网讯 2月24日，科瑞技术在互动平台回答投资者提问时表示，截至2026年1月30日，公司的股 东人数为30687户。 （文章来源：证券日报） ...

格隆汇2月24日丨科瑞技术(002957.SZ)在互动平台表示，在固态电池领域，公司目前已为国内外多家相 关厂商交付热压化成设备，相关设备已投入使用。由于公司与客户签有严格的保密协议，涉及客户的商 业机密，出于审慎原则，不便对细节进行回复，敬请谅解。 ...

Core Viewpoint - The lithium battery industry is experiencing a dual trend of rapid growth in energy storage and a shift towards solid-state technology for power batteries, leading to increased production capacity and rising material prices, which may impact profit margins for battery manufacturers [2]. Group 1 - The energy storage sector is thriving, with major battery manufacturers receiving numerous orders and calling for expansion [2]. - The transition towards solid-state technology is becoming a focal point for leading manufacturers, while the global pace of electrification is slowing down, creating a cautious atmosphere in the industry [2]. - The rebound in upstream material prices is causing profit growth for battery companies to lag behind the increase in shipment volumes [2]. Group 2 - The new year is seen as a pivotal moment for the lithium battery industry, with expectations for technological advancements and a focus on high-quality manufacturing [4][12]. - Companies are emphasizing the importance of innovation and collaboration to navigate the challenges and opportunities presented by the evolving market landscape [8][20]. - The industry is poised for a significant transformation, with a collective goal of achieving high-quality development and contributing to global energy transition efforts [18][59].

Group 1 - The top three stocks with net institutional purchases are Tefa Information, Construction Machinery, and Yuegui Co., with net purchase amounts of 193 million, 166 million, and 116 million respectively [1][2] - On February 13, a total of 30 stocks appeared on the Dragon and Tiger list, with 19 stocks showing net institutional purchases and 11 stocks showing net institutional sales [1][2] - The top three stocks with net institutional sales are Baichuan Co., Juliy Suoj, and Keri Technology, with net outflow amounts of 140 million, 137 million, and 120 million respectively [1][2] Group 2 - Tefa Information experienced a price drop of 10.00% with a net institutional purchase of 192.71 million [2] - Construction Machinery saw an increase of 10.07% with a net institutional purchase of 166.37 million [2] - Yuegao Co. had a price increase of 6.86% with a net institutional purchase of 116.16 million [2]

（文章来源：每日经济新闻） 每经AI快讯，2月13日，科瑞技术跌停，成交额11.16亿元，换手率9.12%。盘后龙虎榜数据显示，深股 通专用席位买入6655.43万元并卖出7933.45万元，1家机构专用席位净买入437.32万元，有3家机构专用 席位净卖出1.24亿元。 ...

Core Viewpoints - The mechanical industry is expected to embrace "technology + going global" as its dual main lines in 2026, focusing on high elasticity growth opportunities and performance certainty from overseas expansion [13][9][7] 2025 Review Market Performance - In 2025, the mechanical sector achieved a 41% increase, significantly outperforming the CSI 300 index, which rose by 18%, ranking fifth among A-share sub-industries [6][16] - The sub-sectors that performed well included PCB equipment (+252%), 3C equipment (+129%), controllable nuclear fusion (+119%), data centers (+112%), and humanoid robots (+85%) [20][6] Demand Side - Domestic demand showed signs of bottoming out, with a marginal improvement towards the end of 2025, while external demand began to recover positively [31][35] - The manufacturing PMI in December 2025 rebounded to 50.1, indicating a return to expansion territory, driven by large enterprises and high-tech manufacturing [32][35] Cost Side - The cost structure showed a continuous improvement trend, with PPI declining by 2.6% year-on-year in 2025, reflecting insufficient industrial demand [31][33] 2026 Outlook Macro Perspective - The macro narrative for the next five years is centered around "AI commercialization + global re-industrialization," with expectations of a cyclical recovery driven by proactive fiscal policies [6][7] Mid-level Perspective - Technology - The technology sector is expected to see explosive growth, with key areas including data centers, PCB equipment, semiconductor equipment, humanoid robots, and commercial aerospace [7][9] Mid-level Perspective - Going Global - The overseas production capacity is anticipated to enter a release phase in 2026, with significant revenue and profit growth expected for companies in the machinery and equipment sectors [7][8] Investment Recommendations - Investment strategies should focus on high-certainty directions with strong industry trends and competitive advantages, prioritizing stock selection based on industry trends, competitive positioning, and valuation [7][8] - Long-term investments should consider companies with platform capabilities that offer sustainable value [7][8]

中国经济网北京2月12日讯 科瑞技术(002957.SZ)昨晚披露关于控股股东、持股5%以上股东及部分 高级管理人员股份减持计划预披露公告称，公司近期收到控股股东新加坡科瑞技术、持股5%以上股东 华苗投资、鹰诺投资、高级管理人员李单单、饶乐乐出具的《股份减持计划告知函》。 公司股东青岛鹰诺投资有限公司（原名"深圳市鹰诺实业有限公司"，以下简称"鹰诺投资"）持有公 司股份29,225,268股，占公司总股本比例6.9612%。鹰诺投资计划通过集中竞价、大宗交易等深圳证券 交易所认可的合法方式减持公司股份。鹰诺投资计划减持不超过4,000,000股，即不超过公司总股本的 0.9528%。其中以集中竞价方式减持的，在连续90个自然日内减持股份的总数不超过公司股份总数的 1%；以大宗交易方式减持的，在连续90个自然日内减持股份的总数不超过公司股份总数的2%，且受让 方六个月内不得转让其受让的受限股份。 公司股东COLIBRI TECHNOLOGIES PTE LTD（以下简称"新加坡科瑞技术"或"控股股东"）持有公 司股份150,749,231股，占公司总股本（扣除回购专用账户中的股份数量，下同）比例35.9071% ...