摘要： 据仪器信息网对网络公开招投标平台的不完全统计分析，2025年ICP-MS市场总量微调，高校科研市 场需求加码。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推 ICP-MS（电感耦合等离子体质谱仪）作为无机元素分析领域的核心科学仪器，凭借其高灵敏度、宽 线性范围和多元素同时检测等显著优势，在环境监测、食品安全、地质勘探、生物医药等众多领域发 挥着不可或缺的作用。据仪器信息网对网络公开招投标平台的不完全统计分析（注：本文数据源自网 络公开渠道，仅供业界参考）， 2 0 2 5年ICP-MS相关中标信息共计3 8 1条，采购总数量达4 1 0台，中 标总金额超6亿元人民币。 送。 2 0 2 5年，中国ICP-MS市场整体呈现出高位平稳、略有回调的态势。 从采购的时间维度观察，第四 季度及7月份依然是传统的采购旺季，体现了用户单位年度预算执行与科研周期叠加的典型特征。 在 区域市场分布方面，呈现出与区域经济发展及科研实力高度吻合的特征。 华东、华北地区凭借雄厚 的科研基础与密集的高精尖产业集群，持续领跑全国市场。其中，华东地区以2 9 . ...

在使用闲置募集资金暂时补充流动资金期间，公司严格遵守《深圳证券交易 所上市公司自律监管指引第 2 号——创业板上市公司规范运作》以及公司《募集 资金专项存储及使用管理制度》等相关法律、法规和规范性文件的规定。用于暂 时补充流动资金的闲置募集资金仅用于与主营业务相关的生产经营，资金使用安 排合理，未影响募集资金投资项目的正常进行。 证券代码：300846 证券简称：首都在线 公告编号：2026-017 北京首都在线科技股份有限公司 公司实际使用 18,029.80 万元闲置募集资金用于暂时补充流动资金，并分别于 2026 年 2 月 12 日、2026 年 2 月 13 日将用于暂时补充流动资金的部分闲置募集资 金人民币 1,000.00 万元、2,000.00 万元提前归还至公司募集资金专用账户，并将 上述募集资金的归还情况告知保荐人中信证券股份有限公司及保荐代表人。募集 资金使用期限未超过 12 个月。具体内容详见公司于 2026 年 2 月 14 日于巨潮资讯 网（www.cninfo.com.cn）披露的《关于提前归还部分暂时补充流动资金的闲置募 集资金的公告》（公告编号 2026-014）。 关于提前 ...

分析师 1: 这几个月也产生了一些收入这个的话也垫高了我们去年的，这个 GPU 的这个业务，智算 这个业务，然后它的增速比我们预想的要高一些。这是这个 Minmax 的一个情况。然后第 二个的话，就是我们全面战略合作伙伴，智谱的话，去年全年的话，应该也是在 9000~1 个亿。这个样子，对，这个这是去年的一个情况。然后腰部的客户的话，像这个生数科技 包括那个像还有一些像百度海外的等等吧，这些的话也都是在陆陆续续的，然后在还有像 主动太初，这些的话都是增速比较稍微好一些的。 对，这是这个去年。今年开年的话，其实比我们预想的开开年要好要好，因为从这个智谱 和 MIMAX 在港股上市之后，同时的话，它的模型也得到了国内和海外的认可，尤其是这 个过年的期间，认可度在逐步的抬升。我觉得首先在国内来看的话，我们在这个春节前两 三周在密集的去帮这个智谱去做一些订单，像这个，尤其是这种高端卡吧。这是这样子的 然后当前的话，也在推进一些大的项目去落地。去落地，是在国内落地。这是这样的一个 进度。然后第二个话，就是看海外。 那海外的话，目前来看就是这些大模型越来越多的受到了海外的一致好评之后，可能伴随 着这些模型开始逐步的出海。 ...

除海南外，公司还在甘肃庆阳布局算力资源，未来将继续发展并自建算 力中心，同时围绕甘肃酒泉发射基地拓展相关业务，形成多地协同发展 的战略布局。 Q&A 在云计算轻资产业务之外，自建 IDC 项目的整体规划、节点布局及交付进展如 何？ 自 2022—2023 年起战略调整，业务重心转向 AIBC 与智算云，并启动从轻资 产向重资产的转型，核心抓手为自建与扩建数据中心节点。2025 年 6 月，环 京节点河北怀来已启动运营；2025 年 10 月，环上海节点安徽芜湖已启动运营。 产能规划方面，怀来规划 50 兆瓦，芜湖规划 100 兆瓦。交付节奏方面，怀来 预计于 2026 年 5—6 月开始交付并进入上量阶段；芜湖预计于 2026 年年底完 工，并陆续承接订单。中长期规划方面，2026 年上半年计划在甘肃庆阳（八 大节点之一）新增获取 100 多亩土地，规划 150 兆瓦。容量爬坡方面，2025 年租赁叠加存量机房合计约 50 兆瓦；预计到 2026 年年终翻倍至 100 兆瓦， 并在 2026 年年底实现约 200 兆瓦规模。 2026 年购卡计划与资本开支安排大致如何，当前订单对应的投入强度有何变 化？ 20 ...

Investment Rating - The report maintains a "Recommendation" rating for the industry, indicating a positive outlook for investment opportunities [4]. Core Insights - The demand for Tokens is rapidly increasing, driven by breakthroughs in domestic large models such as Zhipu and MiniMax, alongside China's stable and low-cost electricity infrastructure, which is expected to catalyze significant growth in the cloud computing industry [4][31]. - The performance of Chinese large models has reached international standards, with notable cost-performance advantages, positioning them favorably in the global market [14][19]. - The emergence of AI personal assistants, exemplified by products like Youdao Lobster, is expected to generate substantial demand for Tokens, as these assistants operate continuously and assist users with various tasks [25][31]. Summary by Sections Market Review - During the week of February 23-27, the CSI 300 index rose by 1.08%, the SME index increased by 2.87%, and the ChiNext index grew by 1.05%. The computer sector (CITIC) saw a 1.23% increase, with notable gainers including Hailianxun and ST Diweixun [39]. Industry News - Huawei Cloud launched the public beta of CodeArts, an intelligent coding assistant based on a vast code library, integrating code models and development tools [33][34]. - Hong Kong established an AI+ Committee focusing on life health and embodied intelligence, signaling strong policy support for AI-driven industrial transformation [33]. Company News - Huijin Group is planning a significant asset restructuring, aiming to acquire a 20% stake in Cooper New Energy, which will become a subsidiary post-transaction [3][35]. Investment Recommendations - The report suggests focusing on large model manufacturers like Zhipu and MiniMax, as well as cloud computing companies such as Alibaba, Shunwang Technology, and others, anticipating a major turning point in the cloud computing industry with simultaneous revenue and profit growth [4][31].

Group 1: Market Activity - The total trading amount for the Shanghai Stock Connect was 161.69 billion, while the Shenzhen Stock Connect reached 179.85 billion [2] - The top traded stocks on the Shanghai Stock Connect included Qihua Technology with 2.744 billion, followed by Kweichow Moutai at 2.197 billion and Industrial Fulian at 1.889 billion [3] - On the Shenzhen Stock Connect, the leading stock was Tianfu Communication with 4.960 billion, followed by CATL at 4.709 billion and Zhongji Xuchuang at 2.732 billion [3] Group 2: Sector Performance - The non-ferrous metals and power sectors showed significant gains, while the paper and semiconductor sectors experienced declines [4] - The non-ferrous metals sector had the highest net inflow of funds, while the electronics sector saw the largest net outflow [4] Group 3: Individual Stock Highlights - The stock Tuo Wei Information surged to the daily limit, receiving 1.01 billion from a single retail investor and a total of 2.55 billion from two quantitative funds [1][10] - Capital Online, another stock in the computing power leasing sector, saw four institutions buy 2.38 billion and a deep stock connect buy of 2.28 billion, but faced a sell-off of 47.64 million from one institution [1][8] - Hunan Gold experienced a 10.01% increase, with three institutions buying 2.1 billion and one institution selling 53.89 million [8] Group 4: ETF Trading - The top ETF by trading amount was the China-Korea Semiconductor ETF with 11.132 billion, showing a 27.97% increase from the previous trading day [5] - The A500 ETF fund had a trading amount of 9.8396 billion, reflecting an 8.08% decrease [5] Group 5: Futures Market - In the futures market, the main contracts for IF, IC, and IM saw both long and short positions increase, with a notable increase in short positions for the IC contract [6]

Group 1 - Lito Electronics and Chengdi Xiangjiang reached the daily limit increase [1] - Yuntian Lifey surged over 15% [1] - Shunwang Technology and Capital Online both increased by over 10% [1] - Yunsai Zhili and Wangsu Technology, along with Hongjing Technology, also experienced gains [1]

以上内容为 市值风云APP 原创 未获授权 转载必究 | 作者 | | 小鑫 | | --- | --- | --- | | 编辑 | | 小白 | 资讯动态:近日,欧洲及全球主要数据中心运营商 Hetzner由于IT成本大幅上涨,宣布将于 4月1日 起全线提价,包括云服务、服务器等（新老订单 均受影响）。云服务涨幅显著（德芬30%-38%， 美30%水平）。这是本月第二次提价。 基础设施与硬件设备 云服务与算力运营 · 海光信息 · 首都在线 浪潮信息 · 宏景科技 华勤技术 · 利通电子 烽火通信 钥捷网络 · 中天科技 安全与密码 ● 格尔软件 软件平台与行业应用 · 普元信息 跨界布局与生态联动 众诚科技 拓维信息 · 世纪华通 神州数码 · 群兴玩具 科蓝软件 东华软件 浙大网新 · 常山北明 数据来源:上市公司财报、互联网公开信息 该内容仅供参考,不构成任何投资建议 免责声明： 本报告（文章）是基于上市公司的公众公司属性、以上市公司根据其法定义务公开披露的信息（包括但 不限于临时公告、定期报告和官方互动平台等）为核心依据的独立第三方研究；市值风云力求报告（文章）所载内 容及观点客观公正，但不保证其 ...

Market Overview - The total market turnover reached 2.51 trillion yuan, a decrease of 512 billion yuan compared to the previous trading day [1] - The small metals, rare earths, and non-ferrous metals sectors experienced significant growth, while the glass fiber, semiconductor equipment, PCB, and components sectors declined [1] Top Gainers - YN Holdings (豫能控股) saw a rise of 9.98% to 13.34 yuan with a turnover rate of 8.39%, marking its seventh consecutive increase [2] - ST Songfa (*ST松发) increased by 5.00% to 110.09 yuan, with a turnover rate of 2.63%, achieving six increases in eight days [2] - Tongyuan Aluminum (童源铝业) surged by 10.00% to 40.60 yuan, driven by rising tungsten prices and positive performance expectations, marking five increases in seven days [2] - Jiang Aluminum Equipment (江铝装备) rose by 10.02% to 21.53 yuan, with a turnover rate of 9.92%, following a capital increase to acquire tungsten and aluminum assets [2] - Jinzhengda (金正大) increased by 9.93% to 3.10 yuan, attributed to rising fertilizer prices and phosphate mine construction, marking five increases in seven days [2] Market Trends - High-performing stocks included YN Holdings with seven consecutive increases, ST Songfa with six increases in eight days, and several others like Jiang Aluminum Equipment and Jinzhengda with multiple increases [3] - The top net purchases on the daily leaderboard were by Tuo Wei Information, Huasheng Tiancai, and Yuntian Lifu, with net purchases of 5.67 billion yuan, 3.93 billion yuan, and 3.46 billion yuan respectively [4] Sector Performance - The PCB sector faced a significant downturn, impacting companies like Huasheng Tiancai, which saw a drop of 6.74% due to profit-taking after a substantial 98.42% increase over the previous 20 trading days [17] - The environmental protection sector, represented by Qidi Environment, experienced a slight increase of 1.44% amid expectations of restructuring and legislative support for environmental laws [21] Institutional Activity - The top net purchases by institutional investors included Capital Online, Hunan Gold, and Fuling Electric, with net purchases of 1.91 billion yuan, 1.57 billion yuan, and 1.53 billion yuan respectively [7] - Conversely, the top net sales were by Honghe Technology, Qidi Environment, and Hongsheng Huayuan, with net sales of 1.8 billion yuan, 1.33 billion yuan, and 1.07 billion yuan respectively [6] Notable Stocks - Tuo Wei Information's stock price increased by 10.00% to 36.52 yuan, with a turnover rate of 8.17% and a total transaction volume of 33.62 billion yuan [25] - Hunan Gold also saw a 10.01% increase to 37.70 yuan, with a turnover rate of 10.04% and a total transaction volume of 56.73 billion yuan [25]

Summary of Key Points Core Viewpoint - On February 27, a total of 44 stocks were involved with institutional investors, with 27 showing net buying and 17 showing net selling. Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - **Fenghuo Communication**: Net buying amount of 1.387 billion yuan, with a price increase of 10.01% [1][2] - **Baogang Co.**: Net buying amount of 599 million yuan, with a price increase of 8.72% [1][2] - **Capital Online**: Net buying amount of 191 million yuan, with a price increase of 10.28% [1][2] Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - **Jepter**: Net outflow amount of 590 million yuan [1][3] - **ST Songfa**: Net outflow amount of 309 million yuan [1][3] - **Qidi Environment**: Net outflow amount of 170 million yuan [1][3] Additional Stocks with Institutional Activity - Other notable stocks with institutional net buying included: - **Hunan Gold**: Net buying of 157 million yuan, price increase of 10.01% [2] - **Fuling Power**: Net buying of 153 million yuan, price increase of 10.02% [2] - **Zhangyuan Tungsten**: Net buying of 84 million yuan, price increase of 10.00% [2] - Other notable stocks with institutional net selling included: - **Haiyang Pharmaceutical**: Net outflow amount of 828 million yuan [3] - **Qidi Environment**: Net outflow amount of 170 million yuan [3] - **ST Songfa**: Net outflow amount of 30.9 million yuan [3]