证券日报网讯2月13日，图南股份（300855）在互动平台回答投资者提问时表示，公司的主要产品包括 铸造高温合金、变形高温合金、特种不锈钢等高性能合金材料及其制品，公司的关键核心技术主要包括 超纯净高温合金熔炼技术、近净型熔模精密铸造技术、航空用中小零部件精密加工技术等，相关技术和 产品目前主要应用于航空领域。公司会积极关注相关行业发展机会和技术产品应用场景。 ...

格隆汇2月13日丨图南股份(300855.SZ)涨1.2%，报41.430元，股价创历史新高，总市值163.87亿元。 ...

Core Viewpoint - The company is one of the few in China capable of mass-producing both deformed and cast high-temperature alloy products, and it is set to expand its aerospace small component business in 2024, benefiting from the growing aerospace market and demand from the "two engines" sector [1][2]. Group 1: Company Overview - The company covers the entire value chain from upstream (materials) to midstream (castings) to downstream (components) in the high-temperature alloy sector [1]. - The company has established long-term stable partnerships with major domestic aerospace engine manufacturers, positioning itself as a key external supplier in the "small core, large collaboration" strategy [2]. Group 2: Market Dynamics - The aerospace and defense sectors are experiencing high growth, with significant demand for high-temperature alloys driven by the need for military aircraft and the recovery of international civil aviation [1]. - The company is expected to benefit from the stable maintenance market as the aerospace engine market matures, particularly in the small component consumables segment [2]. Group 3: Financial Projections - Revenue projections for the company are estimated at 1.341 billion, 2.263 billion, and 2.918 billion yuan for the years 2025, 2026, and 2027, respectively, with net profits of 159 million, 402 million, and 524 million yuan for the same years [3]. - The company is given a target price of 45.9 yuan based on a cautious 45 times PE ratio for 2026, maintaining a "Buy-A" rating [3].

2月10日，图南股份涨5.03%，截至发稿，报40.53元/股，成交2.13亿元，换手率1.84%，总市值160.31亿 元。 资料显示，江苏图南合金股份有限公司位于江苏省丹阳市凤林大道9号，成立日期1991年5月28日，上市 日期2020年7月23日，公司主营业务涉及高温合金、特种不锈钢等高性能合金材料及其制品的研发、生 产和销售。主营业务收入构成为：变形高温合金46.24%，铸造高温合金28.17%，其他合金制品 10.63%，其他业务收入8.31%，特种不锈钢5.23%，中小零部件1.42%。 从基金十大重仓股角度 数据显示，兴证全球基金旗下1只基金重仓图南股份。兴全全球视野股票（340006）四季度持有股数 259.48万股，占基金净值比例为5.27%，位居第三大重仓股。根据测算，今日浮盈赚取约503.39万元。 兴全全球视野股票（340006）成立日期2006年9月20日，最新规模15.91亿。今年以来收益9.41%，同类 排名1129/5569；近一年收益52.13%，同类排名752/4295；成立以来收益1209.83%。 兴全全球视野股票（340006）基金经理为余明强。 截至发稿，余明强累计 ...

Investment Rating - The report maintains an "Overweight" rating for the steel industry [2]. Core Views - Demand is expected to gradually bottom out, and supply-side adjustments are beginning to show, indicating a potential recovery in the steel industry's fundamentals. If supply policies are implemented, the contraction in supply may accelerate, leading to a quicker industry upturn [4]. - The report highlights that approximately 60% of steel companies are currently operating at a loss, but market-driven supply adjustments are starting to occur, suggesting a gradual recovery in the steel sector [5]. Summary by Sections Steel Market Overview - Last week, the apparent consumption of five major steel products was 7.607 million tons, a decrease of 5.12% week-on-week but an increase of 32.12% year-on-year. Rebar consumption was 1.476 million tons, down 16.3% week-on-week, but up 143.03% year-on-year [16]. - The total steel inventory reached 13.3775 million tons, an increase of 4.63% week-on-week, maintaining a low level [5]. - The average gross profit for rebar was 159.5 CNY/ton, down 37.4 CNY/ton from the previous week, while hot-rolled coil profit was 19.5 CNY/ton, down 27.4 CNY/ton [5][33]. Raw Materials - Iron ore spot prices decreased, with the price for PB powder (61.5% iron content) at 766 CNY/ton, down 26 CNY/ton week-on-week. The main iron ore futures price fell by 31 CNY/ton to 760.5 CNY/ton, a decline of 3.92% [42]. - Iron ore port inventory rose to 171.41 million tons, an increase of 0.7% week-on-week, with the average available days of imported iron ore for domestic steel companies increasing to 31 days, up 14.81% [45][48]. Production and Capacity Utilization - The operating rate of blast furnaces among 247 steel mills increased to 79.53%, up 0.53 percentage points week-on-week, while the capacity utilization rate was 85.69%, up 0.22 percentage points [24]. - The total steel production last week was 8.199 million tons, a decrease of 3.27 million tons week-on-week [31]. Investment Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel, Hualing Steel, and Shougang, as well as low-cost and flexible steel companies like Fangda Special Steel and New Steel [5].

Group 1 - The metal new materials sector increased by 4.24% on February 3, with Zhongke Magnetic leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the metal new materials sector showed significant price increases, with Zhongke Magnetic rising by 10.12% to a closing price of 61.59 [1] Group 2 - The main capital flow in the metal new materials sector showed a net outflow of 84.29 million yuan from institutional investors and a net outflow of 452 million yuan from speculative funds, while retail investors had a net inflow of 537 million yuan [1] - Specific stock capital flows indicated that Sry New Materials had a net inflow of 61.96 million yuan from main investors, while Jinli Yongci experienced a net outflow of 83.34 million yuan from speculative funds [2]

Group 1 - Tunan Co., Ltd. experienced a stock price increase of 5.17%, reaching 37.45 CNY per share, with a trading volume of 117 million CNY and a turnover rate of 1.09%, resulting in a total market capitalization of 14.813 billion CNY [1] - The company, established on May 28, 1991, and listed on July 23, 2020, specializes in the research, production, and sales of high-performance alloy materials, including high-temperature alloys and special stainless steels [1] - The revenue composition of Tunan Co., Ltd. includes 46.24% from deformed high-temperature alloys, 28.17% from cast high-temperature alloys, 10.63% from other alloy products, 8.31% from other business revenues, 5.23% from special stainless steels, and 1.42% from small and medium-sized components [1] Group 2 - Xingsheng Global Fund holds a significant position in Tunan Co., Ltd., with its fund "Xingquan Global Vision Stock" (340006) owning 2.5948 million shares, accounting for 5.27% of the fund's net value, making it the third-largest holding [2] - The fund has generated an estimated floating profit of approximately 4.7744 million CNY today [2] - The fund manager, Yu Mingqiang, has a tenure of 357 days, with the fund's total asset size at 1.591 billion CNY, achieving a best return of 50.71% and a worst return of 50.71% during his management period [2]

Group 1 - The core point of the article is that Tunan Co., Ltd. reported approximately 13,400 registered shareholders as of January 30, 2026 [2]

Group 1 - The core point of the article is that Tunan Co., Ltd. reported approximately 13,800 registered shareholders as of January 20, 2026 [2]

Core Insights - The article highlights the remarkable industrial development of Zhenjiang, a small city in Jiangsu Province, which has achieved significant technological and manufacturing milestones despite its limited size and population [2][5][12]. Group 1: Economic Performance - Zhenjiang has a GDP of 554 billion yuan in 2024, ranking 57th nationally, surpassing larger cities like Taiyuan and Urumqi [7]. - The city ranks 22nd among Chinese cities in the Global Innovation Index, indicating a high level of technological innovation relative to its economic size [8][11]. Group 2: Manufacturing Strength - Zhenjiang's manufacturing sector is robust, with a reported sales revenue of over 368.4 billion yuan in 2024, growing at a rate of 13.2%, which is above the provincial average [14][21]. - The city is home to significant manufacturing clusters, including high-end equipment and new materials, with several companies recognized as "hidden champions" in their respective fields [19][21]. Group 3: Innovation and Technology - Zhenjiang has been recognized for its innovation capabilities, ranking 41st in the National Innovation City Capability Evaluation Report, which assesses cities based on various innovation metrics [9][11]. - The city has a high number of patents, with 29.71 high-value invention patents per ten thousand people, ranking 4th in Jiangsu Province [21]. Group 4: Strategic Development Approach - Zhenjiang has adopted a focused approach to industrial development, concentrating on emerging sectors such as artificial intelligence, low-altitude economy, and new energy storage [24][29]. - The city leverages its geographical position within the Yangtze River Delta to enhance resource sharing and collaboration with larger cities like Shanghai and Nanjing [28][30].