Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 31 stocks were listed, with 20 experiencing net buying and 11 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Jiecheng Co., Ltd. (1.78 billion), Dongfang Guoxin (1.44 billion), and Greenmei (90.88 million) [1] Group 2: Electronic Fiberglass Market - The electronic-grade fiberglass market is experiencing price increases, with major players like Guangyuan New Materials and International Composite raising prices for electronic cloth [2] - Price hikes for ordinary electronic cloth have occurred four times, with cumulative increases of 1-1.2 yuan per meter for thicker cloth and even larger increases for thinner cloth, indicating sustained high demand [2] - Long-term prospects for Low-DK and Low-CTE electronic cloth are strong due to high technical barriers and supply shortages, providing opportunities for domestic companies [3] Group 3: Tungsten Industry Dynamics - The tungsten market is seeing significant price increases, with 65% black tungsten concentrate prices rising by 48.9% year-to-date, and 65% white tungsten concentrate prices increasing by 49.0% [4] - The price of ammonium paratungstate (APT) has also surged by 49.3% year-to-date, reflecting tight supply conditions [4] - Market expectations for post-holiday inventory replenishment are rising, but supply disruptions continue to challenge the domestic tungsten market [4]
龙虎榜复盘丨涨价线贯穿行情,玻纤、有色钨涨幅突出
Xuan Gu Bao·2026-02-11 11:15