作者：行情君 代码名称最新价（元）涨跌幅（%）成交额688456有研粉材68.475.844.46亿元300631久吾高科 31.814.235.99亿元301092争光股份41.183.213.38亿元300263隆华科技12.333.0112.43亿元300797钢研纳克 18.51.981.59亿元 本文源自：市场资讯 2026年2月26日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格涨跌不一。氧化镨钕均价88.61万元/吨，上涨 0.32万元/吨；金属镨钕均价108.10万元/吨，上涨1.15万元/吨；氧化镝均价161.27万元/吨，下跌1.18万 元/吨；氧化铽均价649.45万元/吨，上涨1.72万元/吨。今日询价多数产品成交信息较少，请慎重参考。 目前，上游商家维持高位报价，镨钕类产品报价保持上行。随着企业逐步开工，市场询价增多，实际成 交情况转好，但下游生产企业库存整体较为充足，采购仍显谨慎。中重稀土价格在年后大幅上涨后，后 续则因缺乏成交支撑，近期价格回落明显。总体来看，随着生产企业逐渐回归正轨，后续购销及贸易活 动有望逐步增多，但当下市场仍以观望为主。 A股市场部分稀土永 ...

证券日报网2月26日讯，钢研纳克（300797）在接受调研者提问时表示，公司主要围绕客户所在区域进 行实验室布局，目前已布局的地区包括北京、上海、成都、昆山、青岛、沈阳、涿州、西安、德阳、株 洲，形成了覆盖华北、华东、东北、西南、西北的业务网络。目前各大检测基地的服务覆盖能力可以较 好地满足客户需求。 ...

（文章来源：证券日报） 证券日报网2月26日讯 ，钢研纳克在接受调研者提问时表示，公司重点业务为检测业务和仪器业务。在 检测方面，一是深度挖掘客户需求，不断延伸检测业务领域，发挥综合优势，注重为客户提供检测一体 化解决方案；二是加强精益管理，降本增效，提升信息化、自动化水平，为企业发展赋能。在仪器方 面，一是持续提升常规分析仪器质量、夯实研发基础，争取更多的单项冠军产品；二是推进攻克高端仪 器的关键技术取得突破，加快高端分析仪器研发与市场拓展速度，提升高端仪器市场占有率；三是提升 仪器自动化、智能化水平，增强市场竞争力，提升客户体验。 ...

南财智讯2月26日电，钢研纳克在投资者关系活动中表示，公司主营业务分为五大板块，其中检测服务 和仪器制造为公司核心业务，营收占比分别约为50%、25%。检测服务板块是国内钢铁行业的权威检测 机构，也是国内金属材料检测领域业务门类最齐全、综合实力最强的测试研究机构之一；仪器板块是中 国仪器行业的代表性企业之一，火花直读光谱仪获工信部单项冠军称号，ICP光谱仪、气体分析仪等产 品获得BCEIA金奖。 ...

每经AI快讯，2月26日，钢研纳克在投资者关系活动中表示，公司研发生产的量大面广型仪器与进口仪 器相比，在性能满足客户需求的同时，价格有较明显的优势；高端产品在检测下限等方面较进口仪器略 有差距，公司将持续大力度研发投入，力争产品达到国际水平。 ...

证券代码：300797 证券简称：钢研纳克 钢研纳克检测技术股份有限公司 投资者关系活动记录表 编号：2026-002 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 □电话通讯 | | 参与单位名称 | 详见附件 | | 及人员姓名 | | | 活动时间 2026 | 年 2 月 26 日 | | 地点 | 钢研纳克会议室 | | 上市公司接待 | 董事会秘书 肖萍 | | 人员姓名 | 投资证券部 屈华阳 郭潇臣 周海玲 | | | 一、公司介绍 | | | 公司是专业从事金属材料检测技术的研究、开发和应用的 | | | 创新型企业。目前公司提供的主要服务或产品包括检测服务、 | | | 检测分析仪器、标准物质/标准样品、能力验证服务、腐蚀防 | | | 护工程与产品，以及其他检测延伸服务。公司的服务和产品主 | | | 要应用于钢铁、冶金、有色、机械、航空航天、高铁、核电、 | | 投资者关系活 | 汽车、新材料、环境、食品、石化等领域。 | | 动主要内容介 绍 ...

Investment Rating - The report maintains an "Overweight" rating for the aerospace and military industry [8] Core Views - The successful controlled sea splashdown of the Long March 10 rocket's first stage marks a significant breakthrough in rocket payload capacity, which is crucial for the development of the commercial space sector and the acceleration of satellite deployment [1][11] - The report emphasizes the importance of reusable rocket technology in reducing launch costs and enhancing satellite internet construction, which is expected to benefit the satellite industry chain [15][12] Summary by Sections Industry Overview - The report highlights the advancements in China's reusable rocket technology, which is seen as a key factor in enhancing launch capacity and reducing costs, thereby accelerating satellite deployment [1][15] - The military modernization during the "14th Five-Year Plan" period is expected to shift from quantity to quality, creating structural opportunities in military equipment demand [2] Key Companies - Recommended companies include Torch Electronics, Hongyuan Electronics, AVIC Optoelectronics, Steel Research Nack, Gaode Infrared, Aerospace Intelligence, and AVIC High-Tech, all rated as "Buy" except for AVIC High-Tech, which is rated as "Hold" [3][37] - The report provides target prices for these companies, indicating strong growth potential based on their performance and market conditions [37] Market Performance - The report notes that the aerospace and military sector outperformed the market, with a 2.17% increase in the defense and military index, ranking 8th among 31 sectors [24] - The report includes a detailed analysis of stock performance, highlighting significant gainers and losers within the industry [9][10] Valuation Metrics - As of February 13, 2026, the Shenyin Wanguo defense and military sector index has a PE (TTM) of 97.40, indicating a high valuation relative to historical levels [29][34] - The report provides a breakdown of PE ratios for various sub-sectors within the military industry, indicating varying levels of valuation across different segments [29][36]

Core Insights - The report emphasizes the strong growth potential in the testing services industry, particularly driven by emerging sectors such as commercial aerospace and new technologies [4][6] - The testing services sector is closely linked to macroeconomic growth, with a projected global market size of approximately 2.3 trillion RMB by 2024, reflecting a CAGR of about 6% from 2021 to 2024 [4][24] - In China, the testing services market is expected to reach around 487.6 billion RMB by 2024, with a CAGR of approximately 10.5% from 2015 to 2024, indicating a robust growth trajectory [5][24] Industry Overview - The testing, inspection, and certification (TIC) industry serves various sectors including consumer goods, industrial products, and pharmaceuticals, covering all stages from R&D to production and distribution [16][24] - The industry is characterized by a large market space and stable growth, with demand closely tied to macroeconomic trends and government regulations [20][24] - Emerging technologies such as AI, electric vehicles, and commercial aerospace are expected to create new testing demands, raising the entry barriers for new players [6][20] Company Performance - The report analyzes 19 listed companies in the testing services sector, highlighting their revenue and profit performance, with notable companies including Huace Testing, Guangdian Measurement, and Su Testing [2][11] - In the first three quarters of 2025, the testing services sector in China reported a revenue of 30.4 billion RMB, a decline of 7% year-on-year, but a growth of 3% when excluding companies heavily involved in medical testing [5][57] - Leading companies such as Huace Testing, Guangdian Measurement, and Su Testing demonstrated superior performance, with revenue growth rates of 7%, 12%, and 9% respectively, significantly outpacing the industry average [5][62] Market Dynamics - The testing services market is experiencing a structural shift, with a trend towards consolidation as larger firms gain market share and smaller firms face challenges [44][50] - The report notes that the majority of testing institutions in China are small and micro-sized, which limits their ability to withstand economic pressures [50][51] - Government policies are increasingly supporting the marketization and consolidation of testing institutions, aiming to enhance the overall quality and efficiency of the industry [51][53] Financial Metrics - The report indicates that the average gross margin for the testing services sector has improved, reaching 26.2% in the first three quarters of 2025, reflecting a recovery in profitability [63] - The accounts receivable turnover days have increased from 90 days in 2019 to 176 days in 2025, indicating a slowdown in cash flow and potential credit risks within the industry [67][68] - The report highlights that the proportion of accounts receivable in relation to revenue has risen to 50%, suggesting increasing challenges in managing receivables [71]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300797 证券简称：钢研纳克 公告编号：2026-003 钢研纳克检测技术股份有限公司 关于第三届董事会第十二次会议决议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会召开情况 钢研纳克检测技术股份有限公司（以下简称"公司"）第三届董事会第十二次会议于2026年2月12日以通 讯方式召开，会议通知于2026年2月2日以专人送出、电子邮件等方式送达全体董事。 会议由公司董事长杨植岗先生主持，公司高级管理人员列席了本次会议。本次会议应出席董事人数9 人，实际出席董事人数9人。出席董事资格、人数以及召集、召开程序等均符合《中华人民共和国公司 法》等法律法规和《钢研纳克检测技术股份有限公司章程》的规定，本次会议合法有效。 二、董事会会议审议情况 经与会董事充分讨论，本次会议审议并通过了如下议案： 1、审议通过《关于补选第三届董事会审计委员会委员的议案》 表决结果：有效表决票9票，同意票9票，反对票0票，弃权票0票 具体内容详见2026年2月13日刊载于中国证监会指定信息披露网站巨潮资讯网 ...

证券日报网讯2月12日，钢研纳克（300797）发布公告称，公司董事会同意选举蒋劲锋先生为第三届董 事会审计委员会委员。 ...