格隆汇2月26日｜A股市场商业航天股集体走强，其中，春晖智控涨超16%，通光线缆涨12%，中科环 保、华丰科技涨超11%，云南锗业、鸿远电子10CM涨停，飞沃科技、本川智能涨超9%，应流股份、江 顺科技、钢研高纳涨超8%，长盈通涨超7%，斯瑞新材、易事特涨超6%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 300943 | 春晖智控 | 1 | 16.30 | 76.33亿 | 80.22 | 37.45 | | 300265 | 通光线缆 | 0 | 12.00 | 88.19亿 | 40.75 | 18.86 | | 301175 | 中村环保 | 1 | 11.27 | 106亿 | 22.00 | 7.21 | | 688629 | 华丰科技 | 4 | 11.22 | 562亿 | 21.77 | 121.84 | | 002428 | 不用猪业 | 1 | 10.01 | 290亿 | 39.81 | 44.39 | | 603267 | 鸿远电子 | | 10. ...

股票频道更多独家策划、专家专栏，免费查阅>> | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 300943 | 春晖智控 | 1 | 16.30 | 76.33 Z | 80.22 | 37.45 | | 300265 | 通光线缆 | 1 | 12.00 | 88.19亿 | 40.75 | 18.86 | | 301175 | 中科研保 | 1 | 11.27 | 106亿 | 22.00 | 7.21 | | 688629 | 华丰科技 | 1 | 11.22 | 562亿 | 21.77 | 121.84 | | 002428 | 不用猪V | 1 | 10.01 | 290亿 | 39.81 | 44.39 | | 603267 | 鸿远电子 | | 10.01 | 150亿 | 19.14 | 64.85 | | 301232 | 飞沃科技 | 1 | 9.26 | 151亿 | 19.40 | 201.04 | | 300964 | 本川智能 | | 9.08 | 5 ...

1 公司董事会或股东会审议。 证券代码：301232 证券简称：飞沃科技 公告编号：2026-011 湖南飞沃新能源科技股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、担保情况概述 湖南飞沃新能源科技股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开第三届董事会第十二次会议、第三届监事会第十次会议，审议通过了《关 于 2025 年度公司及子公司申请银行综合授信及提供担保额度预计的议案》，并 于 2025 年 5 月 16 日召开 2024 年年度股东会审议通过该议案，同意公司为合并 报表范围内的子公司向银行借款提供担保，合计担保额度不超过人民币 36,000.00 万元。具体内容详见公司于 2025 年 4 月 25 日、2025 年 5 月 16 日在巨 潮资讯网（www.cninfo.com.cn）披露的相关公告。 二、担保进展情况 近日，公司与广发银行股份有限公司常德分行（以下简称"广发银行"或"债 权人"）签署编号为（2026）长银授额字第 000228 号-担保 01 的《最高 ...

Core Viewpoint - The recent decline in Feiwo Technology's stock price is attributed to multiple factors including regulatory intervention, insufficient operational resilience, high valuation, and the fading of speculative concepts [6] Regulatory Situation - Feiwo Technology has been placed under strict monitoring by the exchange, raising concerns about short-term speculative trading, which has led to increased risk aversion among investors [1] - Despite some institutional buying, significant selling by institutions indicates a shift towards risk mitigation [1] Performance and Financial Situation - In the first three quarters of 2025, the company reported a revenue increase of 57.46% year-on-year, with a net profit of 45.9932 million yuan, marking a turnaround from losses [2] - However, the net cash flow from operating activities was -1.32 billion yuan, a 35% decline year-on-year, highlighting ongoing cash collection pressures [2] - High accounts receivable (84.7% of revenue at the end of 2024) and an increased debt-to-asset ratio (67.6% at the end of Q3 2025) exacerbate financial risks [2] Industry Position - The wind power fastener business accounts for over 90% of the company's revenue, but a decline in bidding prices and low-price competition led to a loss of 157 million yuan in 2024 [3] - Although industry demand is expected to recover in 2025, the overall performance of the wind power equipment sector remains weak, with a recent decline of 1.63% in the sector [3] Company Valuation - The company's price-to-earnings ratio (TTM) stands at -352.95 times, while the price-to-book ratio is as high as 9.66 times, indicating a significant disconnect between valuation and fundamentals [4] - Technical indicators show that the stock price has fallen below the 20-day moving average, with negative MACD and oversold KDJ signals, indicating significant selling pressure [4] Stock Price Fluctuation Reasons - The stock price surged by 581.66% in 2025 due to concepts like commercial aerospace and low-altitude economy, despite the aerospace business contributing only 2.13% to actual revenue [5] - As the market rationalizes, the premium associated with these concepts is gradually being eliminated, leading to a net outflow of 89.924 million yuan on February 13, with leveraged funds continuing to shrink [5]

Group 1 - The top-performing stocks in the A-share market during the Year of the Snake include Shangwei New Materials, which saw an increase of over 18 times, and Tianpu Co., which surged by 942% [1] - A total of seven stocks achieved a fivefold increase, while one stock reached a tenfold increase during the Year of the Snake [1] Group 2 - Yunhe Technology (603256.SH) has a current price of 71.60 yuan and a total market capitalization of 62.9 billion yuan, with a growth of 781% [3] - Dingtai Gaoke (301377.SZ) has a market capitalization of 73.6 billion yuan and a current price of 179.57 yuan, showing a growth of 729% [3] - Feiwo Technology (301232.SZ) has a market capitalization of 18.149 billion yuan and a current price of 136 yuan, with a growth of 649% [3] - Shengtong Energy (001331.SZ) has a current price of 52.00 yuan and a market capitalization of 14.6 billion yuan, with a growth of 80% [4] - Chaojie Co. (301005.SZ) has a market capitalization of 21.1 billion yuan and a current price of 157.52 yuan, with significant annual growth [4] - Xianglu Tungsten Industry (002842.SZ) has a current price of 36.38 yuan and a market capitalization of 11.9 billion yuan, with a growth of 467% [4] - Xinyuan Co. (688521.SH) has a market capitalization of 144.8 billion yuan and a current price of 275.50 yuan, with a growth of 462% [4]

Investment Rating - The report maintains an "Overweight" rating for the power equipment and new energy industry [2] Core Insights - The State Council issued the "Implementation Opinions on Improving the National Unified Electricity Market System," aiming to establish a unified electricity market by 2030, with market transactions accounting for about 70% of total electricity consumption [4][40] - The report highlights the performance of the power equipment sector, which has seen a year-to-date increase of 9.76%, outperforming the CSI 300 index by 7.82 percentage points [11][14] - The report emphasizes the importance of new operational entities like virtual power plants and smart microgrids in participating flexibly in the electricity market [45] Summary by Sections Market Review - As of February 12, 2026, the power equipment sector rose by 4.97% over the past two weeks, ranking third among 31 sectors [11] - The wind power equipment sector decreased by 3.07%, while the photovoltaic equipment sector increased by 3.93% [18][20] Valuation and Industry Data - As of February 12, 2026, the price-to-earnings (PE) ratio for the power equipment sector is 36.66 times, with sub-sectors like the battery sector at 33.19 times and the photovoltaic sector at 34.99 times [25] - The report provides detailed valuation metrics for various sub-sectors, indicating significant variations in PE ratios compared to their historical averages [25] Industry News - The report discusses the significant growth in renewable energy installations, with a total installed capacity of 2.34 billion kilowatts by the end of 2025, accounting for 60% of the national power generation capacity [40] - It also notes the government's focus on upgrading traditional industries and promoting new energy sectors, including hydrogen energy [40] Company Announcements - The report includes recent announcements from companies in the sector, such as government subsidies received by various firms, indicating ongoing support for the industry [43]

证券之星消息，2月11日低空经济板块较上一交易日下跌0.44%，飞沃科技领跌。当日上证指数报收于 4131.98，上涨0.09%。深证成指报收于14160.93，下跌0.35%。低空经济板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日低空经济板块主力资金净流出28.26亿元，游资资金净流入1.46亿元，散户资金 净流入26.8亿元。低空经济板块个股资金流向见下表： ...

Core Insights - Feiwo Technology has acquired a 60% stake in Sichuan Guanghe Space Technology Co., which includes rocket engine business [1] Company Overview - Sichuan Guanghe Space Technology Co. was established in 2020 and is involved in the research and manufacturing of rocket launch equipment and rocket engines, as well as the production of civil aircraft engines and propellers [1]

Group 1 - The core point of the news is that Feiwo Technology's stock price has dropped by 5.31% to 199.96 CNY per share, with a trading volume of 646 million CNY and a turnover rate of 7.03%, resulting in a total market capitalization of 15.029 billion CNY [1] - Feiwo Technology, established on July 20, 2012, and listed on June 15, 2023, is located in Changde City, Hunan Province, and specializes in the research and manufacturing of high-strength fasteners, providing comprehensive fastening system solutions. The main business revenue composition is 90.41% from fasteners, 7.47% from other sources, and 2.13% from components [1] Group 2 - Among the top circulating shareholders of Feiwo Technology, a fund under China Merchants Fund, the China Merchants Quantitative Selected Stock Fund A (001917), has entered the top ten circulating shareholders in the third quarter, holding 811,300 shares, which accounts for 1.82% of the circulating shares. The estimated floating loss today is approximately 9.1024 million CNY [2] - The China Merchants Quantitative Selected Stock Fund A (001917) was established on March 15, 2016, with a latest scale of 3.692 billion CNY. Year-to-date returns are 6.25%, ranking 2237 out of 5569 in its category; the one-year return is 41.72%, ranking 1371 out of 4295; and since inception, the return is 303.49% [2]

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and the notable movements in specific sectors such as media and pharmaceuticals. Market Performance - The Shanghai Composite Index decreased by 0.02% to 4122.34, while the Shenzhen Component Index also fell by 0.02% to 14206.26. The ChiNext Index dropped by 0.14% to 3328.02, and the Sci-Tech Innovation Board Index rose by 0.19% to 1800.35 [4][12]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, with over 2800 stocks declining [6]. Sector Highlights - The media sector experienced significant gains, with multiple stocks such as Light Media and China Film hitting the daily limit, and Huace Film and Happiness Blue Sea rising over 15% [5][6]. - The innovative drug concept saw a surge, with stocks like Guangsheng Tang increasing by over 13% [6]. - The semiconductor sector also performed well, with stocks like Chipone Technology rising over 8% [10]. New Listings - Three new stocks were listed, with N Electric Technology opening at a remarkable increase of 750.05% on its first day [11]. Other Market Movements - The precious metals, shipping, and liquor sectors showed weakness, contrasting with the strong performance of the media and innovative drug sectors [5][6].