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A股开盘:沪指微涨0.09%、创业板指跌0.24%,锂矿概念股爆发,磷化工板块延续强势
Jin Rong Jie· 2026-02-26 01:36
2月26日,A股三大股指开盘走势分化,其中沪指涨0.09%报4151.07点,深成指涨0.14%报14495.86点, 创业板指跌0.24%报3346.74点,科创50指数涨0.37%报1478.73点。锂矿概念大幅高开,金圆股份封一字 涨停,江特电机、永杉锂业、国城矿业、大中矿业、融捷股份、永兴材料等涨幅靠前;磷化工板块延续 强势,澄星股份3连板,六国化工、和邦生物、川发龙蟒、湖北宜化、云天化跟涨。昨日市场冲高回 落,创业板指盘中一度涨超2%,沪深两市成交额达2.2万亿,全市场超4000只个股上涨,其中109只个 股涨停。 盘面上,市场焦点股豫能控股(5板)高开0.09%,电网设备板块汉缆股份(4板)低开0.61%,光纤光 缆概念股法尔胜(3板)低开0.41%,算力工程概念股罗曼股份(3板)低开0.01%,有色金属板块江钨 装备(5天4板)高开2.03%,磷化工板块澄星股份(2板)高开10.03%。 公司动态:减持、停牌、更名与立案,多事交织 牧原股份:公司于2026年2月25日召开第五届董事会第十三次会议,审议通过《关于变更公司名称的议 案》,拟将公司名称由"牧原食品股份有限公司"变更为"牧原食品集团股份 ...
盘前公告淘金:中芯国际收购中芯北方股权申请获受理,温氏股份拟以8-12亿元回购,赛诺医疗2025年净利润同比增长3057.05%
Jin Rong Jie· 2026-02-26 01:27
【重要事项】 中芯国际:拟发行股份购买中芯北方49%股权的申请文件获上交所受理 法兰泰克:控股股东筹划公司股份转让事宜 股票停牌 汇隆新材:筹划公司控制权变更 股票停牌 领益智造:拟共同投资朝全基金,基金主要投资先进装备终端制造企业 顺灏股份:参股公司轨道辰光计划2031年至2035年卫星大规模批量生产并组网发射且在轨对接建成大规 模太空数据中心 【投资&签约】 山东海化:拟投资48.37亿元实施纯碱装置提质增效节能环保改造工程 爱博医疗:拟6.83亿元收购德美医疗68.31%股权 智洋创新:拟以3亿元现金投资灵明光子 【增减持&回购】 温氏股份:拟以8-12亿元回购公司股份 用于员工持股计划或股权激励 【经营&业绩】 赛诺医疗:2025年净利润同比增长3057.05% 南亚新材:2025年净利润同比增长378.65% 华峰测控:2025年净利润5.38亿元 同比增长61.22% 芯动联科:2025年净利润同比增长36.10% 恒玄科技:2025年净利润5.88亿元 同比增长27.75% 百邦科技:全资子公司续签苹果独立维修提供商协议 华电科工:中标8.27亿元内蒙古华电腾格里4×100万千瓦煤电项目钢结构间 ...
盘前必读丨我国取得锂电池核心技术首创性突破;英伟达披露最新财报
Di Yi Cai Jing· 2026-02-26 00:09
机构认为,节后市场资金回补仓位调结构迹象明显,周期制造的节后表现明显强于科技成长。 【财经日历】 商务部召开例行发布会 百度公司举行财报电话会 ►►据网络平台数据,2026年年度电影总票房(含预售)突破90亿,暂列全球单一市场票房第一。 ►►近日,由南开大学和上海空间电源研究所等单位科研人员组成的团队,取得了一项首创性的突破。通过全新的电解液技术,有望使现有锂电池在同等大 小和重量的情况下,实现续航力的成倍提升,耐低温性能也明显增强。这一成果26号凌晨在国际学术期刊《自然》上发表。新电池的核心突破在于内部的电 解液,它在电池中起着传导离子的功能,就像正负极之间的一条"高速公路",对于电池的能量效率、工作稳定性与温度适应性等都有关键意义。目前,锂离 子电池的电解液溶剂通常含有一个重要元素——氧。它的优点是对锂盐的溶解性很强,但这种强相互作用也限制了电荷的转移,导致电池能量密度难以进一 步提升,也限制了其低温性能。 ►►据上海有色网,津巴布韦矿业部宣布立即暂停所有原矿及锂精矿出口(含在途货物),旨在加强矿产监管与问责。未来仅持有效采矿权及获批选矿厂的 企业具备出口资格,禁止代理及第三方贸易商出口。申请时需提交省级 ...
新华财经早报:2月26日
Xin Lang Cai Jing· 2026-02-26 00:05
Group 1: Economic Cooperation and Policies - The Chinese government expresses hope for the U.S. to view the implementation of the Phase One trade agreement objectively and rationally, urging against blame-shifting and provocations [1] - The Shanghai government has announced a reduction in housing purchase restrictions, including an increase in the maximum loan amount for first-time homebuyers from 1.6 million to 2.4 million yuan, with potential increases for families with multiple children [1] - The Guangzhou government is supporting financial product diversification to foster investment in technology and long-term projects [1] Group 2: Financial and Economic Forecasts - The International Monetary Fund (IMF) projects the U.S. GDP to grow by 2.6% in 2026, up from a previous forecast of 2.4% [3] - The Hong Kong government forecasts economic growth of 2.5% to 3.5% for the current year, with inflation rates expected at 1.7% and 1.8% respectively [1] - The "Inclusive Finance Prosperity Index" for January 2026 reached 49.60 points, indicating a slight increase, with financing conditions improving due to seasonal demand and policy support [1] Group 3: Company Announcements - Haiguang Information expects Q1 2026 revenue to be between 3.91 billion and 4.22 billion yuan, representing a year-on-year growth of 62.91% to 75.82% [1] - Transsion Holdings anticipates a 53.43% decline in net profit for 2025, down to 2.584 billion yuan [1] - Union Medical's net profit for 2025 is projected to increase by 49.60% to 1.888 billion yuan [1]
两家公司,筹划易主,周四停牌
Shang Hai Zheng Quan Bao· 2026-02-25 23:26
| | | (2月25日晚间重要公告一览】 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | | 海光信息 | 季度净利润同比预增22.56%-42.32% | | | 南亚新材 | 业绩快报:2025年度净利润同比增长378.65% | | | 埃科光电 | 业绩快报:2025年度净利润同比增长307. 63% | | | 神工股份 | 业绩快报:2025年度净利润同比增长146.54% | | | 青达环保 | 业绩快报:2025年度净利润同比增长94.62% | | 业绩精选 | 华强科技 | 业绩快报:2025年度净利润同比增长89.45% | | | 心春微装 | 业绩快报:2025年度净利润同比增长80.42% | | | 联影医疗 | 业绩快报:2025年度净利润同比增长49.6% | | | 芯动联科 | 业绩快报:2025年度净利润同比增长36. 1% | | | 宏华数科 | 业绩快报:2025年度净利润同比增长27.63% | | | 珠江啤酒 | 业绩快报:2025年度净利润同比增长11.42% | | 定增&重组 | 智洋创新 | 终止筹划重大资产 ...
业绩利好!最高增长3057%
Zhong Guo Zheng Quan Bao· 2026-02-25 23:24
Group 1: Real Estate Policy Changes - Shanghai has implemented a new notification to optimize and adjust the city's real estate policies, effective from February 26, which includes reducing housing purchase restrictions for non-local residents and allowing them to buy additional properties in certain areas [1][5] - The notification also optimizes housing provident fund policies [1] Group 2: Company Earnings Reports - Sainuo Medical reported a total revenue of 525 million yuan for 2025, a year-on-year increase of 14.53%, and a net profit of 47.29 million yuan, showing a significant growth of 3057.05% [5][6] - Haiguang Information achieved a revenue of 14.376 billion yuan in 2025, up 56.91%, with a net profit of 2.542 billion yuan, increasing by 31.66% [5] - Nanya New Materials reported a net profit of 241 million yuan for 2025, a growth of 378.65% [6] - Aibo Medical plans to acquire 68.31% of Demai Medical for 683 million yuan, aiming to enhance its position in the health sector [6][7] Group 3: Market Developments - The Hong Kong government has announced plans to revise listing requirements for companies with dual-class shares and to facilitate the listing process for biotech firms [2][3] - The sales of home appliances and digital products during the recent Spring Festival reached 5.106 million units, a 21.7% increase compared to the previous year, with offline sales accounting for 73.3% of total sales [4] Group 4: Corporate Actions - Wens Foodstuff Group plans to repurchase shares worth between 800 million to 1.2 billion yuan at a maximum price of 24 yuan per share [8] - ST Xinhua Jin has received a notice from the China Securities Regulatory Commission regarding an investigation for information disclosure violations, leading to a temporary suspension of its stock [9] - Gree Electric Appliances' largest shareholder plans to reduce its stake by up to 2% through block trading to repay bank loans, without affecting control of the company [10] Group 5: Industry Insights - A report from CITIC Securities indicates that the demand for AI data centers (AIDC) is expected to grow rapidly, with a compound annual growth rate of approximately 55% from 2025 to 2028, leading to significant opportunities in the power supply sector [10]
法兰泰克重工股份有限公司关于筹划控制权变更事项的停牌公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-25 22:43
本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: 登录新浪财经APP 搜索【信披】查看更多考评等级 停牌期间,公司将根据相关事项进展情况,严格按照有关法律法规的规定和要求履行信息披露义务。待 上述事项确定后,公司将及时发布相关公告并申请复牌。具体信息以公司在上海证券交易所网站和指定 信息披露媒体刊登的相关公告为准。 上述筹划的重大事项能否最终实施完成及实施结果尚存在不确定性。敬请广大投资者关注后续公告,理 性投资,注意投资风险。 特此公告。 法兰泰克重工股份有限公司 董事会 ● 证券停复牌情况:适用 因法兰泰克重工股份有限公司(以下简称"公司") 控股股东、实际控制人正在筹划公司股份转让事 宜,该事项可能导致公司的控制权变更,公司的相关证券停复牌情况如下: ■ 公司于2026年2月25日收到控股股东、实际控制人金红萍女士、陶峰华先生的通知,其正在筹划公司股 份转让事宜,该事项可能导致公司的控制权变更。 鉴于上述事项正在筹划中,尚存在不确定性,为保证公平信息披露,维护投资者利益,避免造成公司股 价异常波动,根据《上 ...
两家公司 筹划易主 周四停牌
Shang Hai Zheng Quan Bao· 2026-02-25 15:51
| | | 【2月25日晚间重要公告一览】 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 业绩精选 | 海光信息 | 李度净利润同比预增22.56%-42.32% | | | 南亚新材 | 业绩快报:2025年度净利润同比增长378.65% | | | 埃科光电 | 业绩快报:2025年度净利润同比增长307.63% | | | 神工股份 | 业绩快报:2025年度净利润同比增长146.54% | | | 青达环保 | 业绩快报:2025年度净利润同比增长94.62% | | | 华强科技 | 业绩快报:2025年度净利润同比增长89.45% | | | 芯春微装 | 业绩快报:2025年度净利润同比增长80. 42% | | | 联影医疗 | 业绩快报:2025年度净利润同比增长49.6% | | | 心动联科 | 业绩快报:2025年度净利润同比增长36.1% | | | 宏华数科 | 业绩快报:2025年度净利润同比增长27.63% | | | 珠江啤酒 | 业绩快报:2025年度净利润同比增长11.42% | | 定增&重组 | 智洋创新 | 终止筹划重大资产重 ...
法兰泰克实控人筹划公司股份转让事宜 股票明起停牌
Zhong Guo Jing Ji Wang· 2026-02-25 13:32
法兰泰克表示,鉴于上述事项正在筹划中,尚存在不确定性,为保证公平信息披露,维护投资者利益, 避免造成公司股价异常波动,根据《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监 管指引第4号——停复牌》等相关规定,经公司向上海证券交易所申请,公司股票(证券简称:法兰泰 克,证券代码:603966)自2026年2月26日(星期四)开市起停牌,预计停牌时间不超过2个交易日。 中国经济网北京2月25日讯 法兰泰克(603966.SH)今日晚间发布公告称,公司于2026年2月25日收到控股 股东、实际控制人金红萍、陶峰华的通知,其正在筹划公司股份转让事宜,该事项可能导致公司的控制 权变更。 法兰泰克提示称,上述筹划的重大事项能否最终实施完成及实施结果尚存在不确定性。敬请广大投资者 关注后续公告,理性投资,注意投资风险。 (责任编辑:马欣) 法兰泰克表示,停牌期间,公司将根据相关事项进展情况,严格按照有关法律法规的规定和要求履行信 息披露义务。待上述事项确定后,公司将及时发布相关公告并申请复牌。 ...
今日晚间重要公告抢先看——中芯国际称发行股份购买资产暨关联交易的申报文件获得上交所受理;格力电器称第一大股东珠海明骏拟减持不超2%公司股份
Jin Rong Jie· 2026-02-25 13:07
Major Announcements - SMIC's application for issuing shares to purchase assets has been accepted by the Shanghai Stock Exchange [2] - Gree Electric's largest shareholder plans to reduce its stake by no more than 2% [35] - Haiguang Information expects a net profit increase of 22.56% to 42.32% in Q1 2026 [18] Company Developments - SMIC plans to issue shares to acquire 49% of the equity in Zhongke North Integrated Circuit Manufacturing [2] - Bona Film Group reports normal operations with no significant changes in the internal and external business environment [2] - ST Xinhua Jin is under investigation by the CSRC for information disclosure violations [3] - Shandong Haihua plans to invest 48.37 billion yuan in a soda ash facility upgrade for energy efficiency [4] - ST Yanshi warns of potential delisting risks due to significant stock price fluctuations and unresolved audit issues [5] - Saifutian's subsidiary has resumed production, stabilizing the supply of photovoltaic battery products [6] - Jin'an Guoji's subsidiary has been recognized as a high-tech enterprise, benefiting from tax incentives [7] - Chuanjinno reports market rumors regarding U.S. national security priorities affecting its operations [8] - Lingyi Zhi Manufacturing plans to invest in a fund focused on advanced equipment manufacturing [9] - Songsheng Co. is establishing a joint venture for digital energy products [10] - Longbai Group's subsidiary has partially resumed production after safety inspections [10] - Tongyuan Petroleum reports no significant changes in its business environment despite stock price fluctuations [11] Financial Performance - Haiguang Information's 2025 revenue reached 14.376 billion yuan, a 56.91% increase, with a net profit of 2.542 billion yuan, up 31.66% [18] - Sainuo Medical's 2025 revenue was 525 million yuan, a 14.53% increase, with a net profit of 47.286 million yuan, up 3057.05% [19] - Koweil's 2025 revenue was 514 million yuan, a 7.39% increase, with a net profit of 64.8996 million yuan, up 32.32% [20] - United Imaging's 2025 revenue reached 13.821 billion yuan, a 34.18% increase, with a net profit of 1.888 billion yuan, up 49.6% [21] - Nanya New Materials reported a 2025 net profit of 241 million yuan, a 378.65% increase [22] - Yanzhou Coal's Australian subsidiary reported a 2025 after-tax profit of 440 million AUD [23] - Lante Optical's 2025 net profit was 388 million yuan, a 76.09% increase [24] - Huafeng Measurement's 2025 net profit was 538 million yuan, a 61.22% increase [26] - Hancable's 2025 net profit was 592 million yuan, a 9.59% decrease [27] - Transsion Holdings reported a 2025 net profit of 2.584 billion yuan, a 53.43% decrease [27] - Aiko Optoelectronics reported a 2025 net profit of 64.0919 million yuan, a 307.63% increase [28] - Huachuang Technology's 2025 net profit was 42.678 million yuan, an 89.45% increase [29] - Honghua Digital's 2025 net profit was 529 million yuan, a 27.63% increase [29] - Zhujiang Beer reported a 2025 net profit of 903 million yuan, an 11.42% increase [30] - Xindong Lian Ke's 2025 net profit was 302 million yuan, a 36.1% increase [31] - Qingda Environmental's 2025 net profit was 181 million yuan, a 94.62% increase [33] - Shenkong Co.'s 2025 net profit was 101 million yuan, a 146.54% increase [34] - Chip Micro's 2025 net profit was 290 million yuan, an 80.42% increase [34]