| | 购物 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300614 | 百川 | -0.61 | 0.68 | 13.20 | 13.30 | -0.79 | 12.93 | -2.79 | | | 畅银 | | | | | | | | | 603108 | 润达 | 0.00 | 0.56 | 14.92 | 15.04 | -0.77 | 14.72 | -2.1 1 | | | 医疗 | | | | | | | | | 300044 | ST 赛 为 | -0.97 | 1.04 | 4.25 | 4.28 | -0.77 | 4.07 | -4.93 | | 688170 | 德龙 激光 | -2.99 | 0.72 | 31.03 | 31.27 | -0.76 | 29.80 | -4.70 | | 301128 | 强瑞 | | | | 83.90 | -0.76 | 79.85 | -4.83 | | | 技术 | -3.09 | 1.36 | 83.27 | | | | | | 603 ...

核心观点 【报告导读】 1. 全球金属软磁粉芯龙头，打造软磁材料一体化布局。 2. 金属软磁粉芯：下游需求持续向好，夯实基本盘。 3. 金属软磁粉末：技术领先，产能不断扩张。 4. 芯片电感：AI服务器带动需求快速增长，未来成长可期。 全球金属软磁粉芯龙头，打造软磁材料一体化布局。公司深耕金属软磁粉芯产业链，通过多年持续的材料技术积累和应用解决方案创新，形成金属软磁 粉、金属软磁粉芯和电感元件的一体化布局，持续扩大产品在光伏储能、新能源汽车、AI算力等高景气赛道的应用空间。其中，金属软磁粉芯业务为公 司主业，夯实底座，芯片电感业务近年来快速放量，成为公司第二成长极，带动公司盈利走高；2025Q1-3公司实现营收13.01亿元，同比增长6.03%，归母 净利润2.94亿元，同比增长2.48%。 金属软磁粉芯：下游需求持续向好，夯实基本盘。金属软磁粉芯凭借其优异的综合性能，在高功率应用场景中逐步替代传统铁氧体材料，在下游光伏储 能、新能源汽车、数据中心等领域应用广泛。伴随AI的快速发展和能源转型的持续深化，QYR预测2025-2031年全球金属磁粉芯市场市场规模CAGR高达 16.8%。公司在金属软磁粉芯行业地位 ...

每日经济新闻 每经AI快讯，12月10日，AI芯片板块下跌3.44%。其中，海光信息下跌5.02%，寒武纪下跌4.42%，澜起 科技下跌4.15%，铂科新材、恒烁股份、云天励飞跌超2%。 ...

（文章来源：证券日报） 证券日报网讯 12月8日，铂科新材在互动平台回答投资者提问时表示，目前公司产品应用占比较大的领 域主要为数据中心、光伏发电、新能源汽车及充电桩。 ...

证券之星消息，12月8日金属新材料板块较上一交易日上涨0.82%，天力复合领涨。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 32.70 | 16.74% | 9.33万 | 3.10亿 | | 300811 | 铂科新材 | 75.30 | 4.12% | 8.27万 | 6.16亿 | | 600366 | 宁波韵升 | 14.54 | 3.56% | 138.33万 | 19.90亿 | | 000633 | 合金投资 | 9.05 | 3.43% | 65.44万 | 5.80亿 | | 300835 | 龙磁科技 | 62.45 | 3.43% | 3.79万 | 2.35亿 | | 301141 | 二四秒 盛 | 55.59 | 2.41% | 3.48万 | 1.91亿 | | 603124 | 江南新材 | 74. ...

格隆汇12月8日丨铂科新材(300811.SZ)在互动平台表示，目前公司产品应用占比较大的领域主要为数据 中心、光伏发电、新能源汽车及充电桩。 ...

证券日报网讯12月4日，铂科新材（300811）在互动平台回答投资者提问时表示，公司已在手机领域进 行布局，目前尚未实现量产。 ...

（文章来源：证券日报） 证券日报网讯 12月2日，铂科新材在互动平台回答投资者提问时表示，公司主要通过MPS、Flex等电源 模组厂为终端用户供货，具体项目由于保密协议不便披露。 ...

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, and supply-side market clearing has begun, indicating a potential recovery in the steel industry's fundamentals. If supply policies are implemented, the contraction in supply may accelerate, leading to quicker industry recovery [3][8]. - The report highlights a decrease in apparent steel consumption and inventory levels, with a total apparent consumption of 8.88 million tons, down 0.69% week-on-week but up 1.2% year-on-year [5][21]. - The report anticipates that the steel demand will stabilize, with a continued expectation of supply contraction. The negative impact of the real estate sector on steel demand is expected to diminish, while demand from infrastructure and manufacturing is projected to grow steadily [5][3]. Summary by Sections Steel - Steel prices have increased week-on-week, with Shanghai rebar prices rising by 30 CNY/ton to 3260 CNY/ton, a 0.93% increase. Total steel inventory decreased by 320,000 tons to 14.01 million tons [5][8]. - The operating rate of blast furnaces in 247 steel mills decreased to 81.09%, down 1.1 percentage points from the previous week [5][27]. - The average gross profit for rebar was 91 CNY/ton, up 30 CNY/ton from the previous week, while hot-rolled coil had a gross profit of -47 CNY/ton, an increase of 18.4 CNY/ton [5][36]. Raw Materials - Iron ore spot prices increased, with the price for PB powder rising by 2 CNY/ton to 793 CNY/ton, a 0.25% increase. The total inventory of iron ore at ports rose by 1% to 15.206 million tons [5][45][51]. - The total shipment volume of the four major iron ore producers decreased by 225,000 tons to 21.2 million tons [5][60]. Special Steel and New Materials - The report notes an increase in stainless steel prices and a recovery in industrial-grade and battery-grade lithium carbonate prices [5][4]. Macroeconomic Context - The crude steel production from January to October 2025 showed a year-on-year decline, with the construction and manufacturing sectors continuing to weaken [5][5.1]. Investment Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel and Hualing Steel, as well as low-cost and flexible steel companies like Fangda Special Steel and New Steel [5].

Group 1 - A total of 19 stocks received buy ratings from institutions today, with the highest attention on Jerry Holdings, which received two buy ratings [1] - Five stocks were given future target prices, with Silver Wheel Holdings showing the highest upside potential of 32.32%, as predicted by Dongfang Securities [1] - The average increase for stocks with buy ratings today was 1.94%, outperforming the Shanghai Composite Index, with notable gainers including New Ray Energy and Zhongkuang Resources [1] Group 2 - The power equipment industry was the most favored, with stocks like CATL and New Ray Energy making the buy rating list [2] - The table of institutional buy ratings includes stocks such as Jerry Holdings, Silver Wheel Holdings, and others, with target prices provided for some [2] - New Ray Energy and other stocks in the non-ferrous metals and machinery equipment sectors also received attention from institutions [2]