生意社02月26日讯 节后钴价震荡上涨 据生意社商品钴行情分析系统：2月26日钴价440100元/吨，较2月14日钴价425300元/吨震荡上涨，涨幅 3.48%；较2月1日钴价444800元/吨先跌后涨，跌幅1.06%。春节过后，新能源汽车销量恢复，钴市需求 上涨，加之钴市供给减少，节后钴价震荡上涨。 生意社数据分析师认为，新能源汽车产销量增长缓慢，钴市需求预期下滑，马达加斯加钴矿停产，钴市 供给减少，加之春节后国内下游客户库存补库，钴市需求短暂上涨。综合来说，需求支撑加之供给减 少，后市钴价震荡上涨。 相关的上市公司：华友钴业(603799)、寒锐钴业(300618)、洛阳钼业(603993)。 【大宗商品公式定价原理】 生意社基准价是基于价格大数据与生意社价格模型产生的交易指导价，又称生意社价格。可用于确定以 下两种需求的交易结算价： 1、指定日期的结算价 2、指定周期的平均结算价 定价公式：结算价 = 生意社基准价×K＋C K：调整系数，包括账期成本等因素。 钴市供给行情 日本住友公司2月18日表示，其位于马达加斯加的安巴托维镍钴项目因热带气旋盖扎尼上周袭击该岛， 造成设施损坏而关闭。安巴托维由住友拥 ...

每经AI快讯，2月25日，锂电池指数盘中强势拉升，寒锐钴业大涨11%，五矿新能、诺德股份、盛新锂 能、天华新能等多股涨幅居前。 ...

2月25日，A股市场震荡上行，主要股指全线收涨。有色金属与化工板块联袂大涨，成为当日市场最亮 眼的"双子星"。与此同时，市场交投热度提升，成交额较前一个交易日明显增加，个股涨多跌少。 分析人士认为，随着政策预期升温、流动性环境宽松、产业趋势催化三大支撑因素共同发力，春季攻势 有望延续。在配置方面，"资源品+科技"双主线已成为多家机构的共识。 ● 本报记者 刘英杰 主要股指全线上涨 截至2月25日收盘，上证指数、深证成指、创业板指、北证50指数分别上涨0.72%、1.29%、1.41%、 0.77%。 大盘股走势相对稳健。大盘股集中的创业板50指数、科创50指数、上证50指数、沪深300指数分别上涨 1.32%、0.54%、0.45%、0.60%；小微盘股集中的中证1000指数、中证2000指数分别上涨1.52%、 1.04%。 个股涨多跌少，整个A股市场有3748只股票上涨，101只股票涨停，1609只股票下跌，4只股票跌停。当 日A股市场成交额为2.48万亿元，较前一个交易日增加2627亿元，市场成交放量。 此外，万得海运行业指数中也有多只个股表现亮眼，招商轮船涨停，中远海能涨超8%，招商南油、海 通发展、 ...

2月25日，有色金属和稀有金属概念携手大涨。 接棒贵金属的涨势，寒锐钴业（300618.SZ）、云南锗业（002428.SZ）、章源钨业（002378.SZ）、东 方钽业（000962.SZ）等大面积涨停；稀土永磁概念午后加速拉升，北方稀土（600111.SH）收盘涨停， 中国稀土（000831.SZ）、中稀有色（600259.SH）等多股收涨超近9%。港股市场有色、化工等周期性 行业领涨，铝业板块多股大涨。 消息面上，美国政府计划用AI模型为关键矿产定价，锗、镓、锑、钨成为首批纳入品种。 "全球小金属的供需格局或发生变化，定价核心转向战略稀缺性。"分析人士认为，然而这项计划的可行 性仍然存疑，首先是AI模型的公正性存疑，定价是否有效。其次是数据来源、算法逻辑是否透明，以 及其他影响因素尚未明确。 现货市场上，包头稀土产品交易所的报价显示，氧化镨钕、金属镨钕、金属钕、氧化镝、氧化铽价格节 后迎来普涨，2月24日均价分别为88.2万元/吨、103.67万元/吨、112万元/吨、162.29万元/吨、643.8万元/ 吨，较节前分别上涨4.16万元/吨、3.17万元/吨、8万元、17万元、11.8万元/吨。 基本 ...

Market Overview - On February 25, A-shares saw all three major indices rise by over 1%, with the Sci-Tech Innovation Index increasing by nearly 0.7%, and nearly 4,000 stocks in the market experiencing gains [9][10] - The total trading volume reached 1.45 trillion yuan, with a significant increase of 102.9 billion yuan compared to the previous day [10] Sector Performance - The fertilizer and pesticide sector experienced a surge, with stocks like Chuanjinnuo hitting the daily limit, and other companies such as Chitianhua and Yuntianhua also seeing significant gains due to rising prices of urea, potassium sulfate compound fertilizer, and monoammonium phosphate [10][11] - Shipping stocks collectively strengthened, with China Merchants Energy achieving a historical high, and other companies like COSCO Shipping Energy and COSCO Shipping Development also rising, driven by a spike in oil tanker spot freight rates reaching a nearly six-year high [11][12] - Lithium battery concept stocks saw substantial increases, with Hanrui Cobalt rising over 11%, and other companies like Wenkang New Energy and Nord Shares also performing well, as lithium carbonate futures broke through the 170,000 yuan mark, marking a significant daily increase of over 10% [12] International Market Trends - The Nikkei 225 index in Japan rose by 1.4%, reaching a historical high, while the Korean Composite Stock Price Index expanded its gains to 2%, also hitting a historical high, with automotive stocks like Kia and Hyundai seeing significant increases [14] - International gold and silver prices surged, with spot silver rising over 3% and spot gold briefly surpassing 5,190 USD per ounce [14][15]

能源金属板块持续拉升，盛新锂能触及涨停，永杉锂业此前涨停，寒锐钴业涨超13%，腾远钴业、西藏 矿业、天华新能、盛屯矿业、融捷股份等跟涨。 ...

Core Viewpoint - The articles highlight the strong performance and growth potential of various companies in the tungsten industry, driven by rising tungsten prices and increasing demand across multiple sectors such as aerospace, military, and renewable energy. Company Summaries - **China Tungsten High-Tech (000657)**: A leading player in the tungsten industry with a complete value chain from mining to manufacturing, benefiting from high self-sufficiency and significant profit elasticity due to rising tungsten prices. The company is positioned well in high-end manufacturing and military applications [1]. - **Xiamen Tungsten (600549)**: A comprehensive new materials leader with a strong presence in tungsten, rare earths, and lithium battery materials. The company is a major APT producer and benefits from dual market demand in tungsten and rare earths, with a clear long-term growth trajectory [2]. - **Zhangyuan Tungsten (002378)**: A private sector leader in the tungsten industry with a complete production system and high resource self-sufficiency. The company is well-positioned in high-end tungsten markets and is expected to see steady profit growth due to rising demand and supply constraints [3]. - **Xianglu Tungsten (002842)**: Focused on deep processing of tungsten, the company has a strong customer base and benefits from rising processing fees alongside tungsten prices. Future growth is expected through technological upgrades and high utilization rates [4]. - **Luoyang Molybdenum (603993)**: A global mining leader with significant tungsten operations, benefiting from high-quality overseas resources and a diversified metal portfolio. The company is expected to see profit growth as tungsten supply-demand dynamics improve [5]. - **Guangsheng Nonferrous Metals (600259)**: A state-owned enterprise with a focus on tungsten and rare earths, benefiting from dual price increases and strong resource integration capabilities. Future growth is anticipated through expanding resource reserves and high-end applications [6][7]. - **Hunan Gold (002155)**: A key mining platform in Hunan with a stable tungsten production and high resource self-sufficiency. The company benefits from rising prices across multiple metals, providing a unique advantage in the small metals sector [8]. - **Antai Technology (000969)**: A leader in high-end refractory metals, focusing on high-value tungsten products for semiconductor and aerospace applications. The company is expected to grow through increased domestic demand and technological advancements [9]. - **Jinmo Co., Ltd. (601958)**: A leading player in the molybdenum industry with significant tungsten operations, benefiting from low-cost resources and a complete production chain. The company is expected to see profit elasticity as tungsten prices rise [10]. - **Dongfang Tantalum (000962)**: A leader in rare metals with a strong tungsten processing capability, benefiting from stable demand in military and aerospace sectors. Future growth is expected from increasing domestic production of high-end tungsten products [11]. - **Xingye Mining (000426)**: A multi-metal mining company with significant tungsten resources, benefiting from price increases and a diversified portfolio that mitigates risks [12]. - **Zhuye Group (600961)**: A veteran in non-ferrous metal smelting with advantages in tungsten recycling and processing. The company is expected to see profit improvements through expanded processing capacity and technological upgrades [13]. - **Zhongkuang Resources (002738)**: A leader in lithium and rare metals with stable tungsten production, benefiting from price increases and a diversified business model [14]. - **Shengxin Lithium Energy (002240)**: A lithium leader with significant tungsten resources, providing stable profits and enhancing resilience against market fluctuations [15]. - **Huayou Cobalt (603799)**: A global leader in cobalt and lithium materials, with a strong tungsten business that supports overall profitability through market synergies [16]. - **Hanrui Cobalt (300618)**: Focused on cobalt and tungsten processing, benefiting from rising demand in high-end manufacturing and renewable energy sectors [17]. - **Xiamen Xinda (000701)**: Engaged in tungsten product trading and supply chain services, benefiting from price increases and a mature supply chain system [18]. - **Aluminum Corporation of China (601600)**: A leader in the non-ferrous sector with a focus on tungsten resource development, benefiting from market dynamics and resource value reassessment [19]. - **Tin Industry Co., Ltd. (000960)**: A global leader in tin with a strong tungsten portfolio, benefiting from price increases and a comprehensive multi-metal strategy [20]. - **Nanshan Aluminum (600219)**: A leading aluminum processor with a focus on tungsten-related materials, expected to grow through high-end manufacturing demand [21].

公司项目推进 经济观察网 寒锐钴业（300618）股价随钴概念板块上涨，主要受印尼镍供应收紧提振镍价、公司印尼 项目受益及产业链联动效应等因素影响。 股票近期走势 寒锐钴业股价在2026年2月11日随钴概念板块上涨，板块当日涨2.51%。 行业政策与环境 印尼能源与矿产资源部确认将2026年镍矿石生产配额大幅削减至2.6亿—2.7亿吨，较2025年的3.79亿吨 缩减约34%。全球最大镍矿Weda Bay Nickel的配额更从4200万吨骤降至1200万吨，引发伦敦金属交易所 镍价连续上涨，2月11日盘中涨幅达2.6%。镍价走强对布局镍资源的寒锐钴业形成成本支撑与业绩改善 预期。 寒锐钴业在印尼建设的"年产2万吨镍金属量高冰镍项目"计划于2026年3月底投产。该项目采用富氧侧吹 工艺，预计电解镍成本低于1.3万美元/吨，在印尼供应收缩背景下，低成本产能有望直接受益于镍价上 涨带来的利润空间扩张。 产业链状况 寒锐钴业主营业务为钴粉、电解铜等产品，但通过印尼项目切入镍产业链，形成"钴-铜-镍"多元布局。 镍价上涨通常与钴价产生共振，公司凭借一体化产业链可平滑单一金属价格波动风险。2025年三季度公 司营收同比 ...

Core Viewpoint - The cobalt and nickel sector is experiencing a strong performance, with several companies seeing significant stock price increases [1] Group 1: Market Performance - The cobalt and nickel sector has shown strength, with Baichuan Co. and Greeenmei reaching their daily price limit [1] - Companies such as Zhongwei New Materials, Guocheng Mining, Huayou Cobalt, and Hanrui Cobalt have also reported notable stock price increases [1]

Core Viewpoint - The cobalt and nickel sector is experiencing a strong performance, with several stocks reaching their daily limit up, indicating positive market sentiment and potential investment opportunities in this industry [1]. Group 1: Stock Performance - Baichuan Co., Ltd. and Greeenmei have hit the daily limit up, showcasing significant investor interest [1]. - Other notable stocks with substantial gains include Zhongwei New Materials, Guocheng Mining, Huayou Cobalt, Hanrui Cobalt, and Tengyuan Cobalt, reflecting a broader upward trend in the sector [1].