声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 02月26日消息，截止13:35，高温合金板块走强，万泽股份、抚顺特钢涨停，钢研高纳、图南股份、东 方钽业等个股涨幅居前。 ...

证券日报网讯2月24日，图南股份（300855）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司在册股东人数约1.25万户。 ...

Core Viewpoint - Tunan Co., Ltd. (300855) focuses on high-performance alloy materials and their applications primarily in the aerospace sector, emphasizing its advanced technologies and product offerings [1] Group 1: Company Products - The main products of the company include casting high-temperature alloys, deformed high-temperature alloys, and special stainless steels [1] - The company specializes in high-performance alloy materials and their related products [1] Group 2: Key Technologies - The company's core technologies include ultra-pure high-temperature alloy smelting technology, near-net-shape investment casting technology, and precision machining technology for small and medium-sized aerospace components [1] - These technologies are crucial for the production and application of the company's high-performance alloys [1] Group 3: Industry Focus - The company actively monitors industry development opportunities and the application scenarios of its technological products [1] - The primary application of the company's technologies and products is in the aerospace field [1]

Group 1 - The core point of the article is that Tunan Co., Ltd. (300855.SZ) has seen its stock price increase by 1.2%, reaching a historical high of 41.430 yuan, with a total market capitalization of 16.387 billion yuan [1]

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].

Group 1 - The core viewpoint of the news is that Tunan Co., Ltd. has seen a significant stock price increase of 5.03%, reaching 40.53 CNY per share, with a trading volume of 213 million CNY and a turnover rate of 1.84%, resulting in a total market capitalization of 16.031 billion CNY [1] - Tunan Co., Ltd. specializes in the research, production, and sales of high-performance alloy materials, including high-temperature alloys and special stainless steels, with its main business revenue composition being: 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 - From the perspective of fund holdings, Tunan Co., Ltd. is a significant investment for the Xingsheng Global Fund, with the fund holding 2.5948 million shares of Tunan, accounting for 5.27% of the fund's net value, making it the third-largest holding [2] - The Xingsheng Global Vision Stock Fund (340006) has a total scale of 1.591 billion CNY, with a year-to-date return of 9.41% and a one-year return of 52.13%, ranking 1129 out of 5569 and 752 out of 4295 respectively in its category [2] - The fund manager, Yu Mingqiang, has been in charge for 364 days, achieving a best fund return of 50.71% during his tenure [2]

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]