今日，A股迎来马年开门红。截至收盘，沪指涨0.87%，收报4117.41点；深证成指涨1.36%，收报14291.57点；创业板指涨0.99%，收报3308.27点。沪深京三 市成交额达到22184亿元，较上一交易日放量2193亿元，重回万亿成交区间。 停。玻纤概念反复活跃，国际复材涨超4天2板。下跌方面，影视院线概念股集体大跌，光线传媒、中国电影等多股跌停。 国内商品期货收盘，主力合约多数上涨。涨幅方面，沪银涨近13%，碳酸锂涨超10%，欧线集运涨近7%，原油涨超6%，低硫燃油涨近6%，铂涨超5%，钯、 丁二烯胶涨超4%，20号胶、橡胶涨近4%，棉花、苯乙烯、沪金、棉纱、对二甲苯等涨超3%，纯苯、丙烯、PTA涨近3%，燃油、LPG、短纤、聚丙烯、瓶 片等涨超2%，不锈钢涨近2%，沥青、菜油、尿素、沪镍、乙二醇涨超1%；跌幅方面，多晶硅跌超4%，焦炭、生猪跌超2%，烧碱跌近2%，铁矿石、焦煤、 苹果跌超1%。 来源：读创财经 行业板块多数收涨，贵金属、石油石化、玻璃玻纤、农化制品、化学原料、非金属材料板块涨幅居前，影视院线、传媒、旅游及景区、软件开发板块跌幅居 前。 个股方面，上涨股票数量超过4000只，逾百 ...

廊坊市,位于京津冀节点,定位服务首都及周边地区实时算力需求 罗曼股份 2天2板 公司拟收购武桐高新39.23%的股权,标的主要从事AIDC算力服务器与集群综合解决方 案服务业务 EE HEATS 扬子新材 公司有多款产品可满足于半导体洁净室的不同需求 锂电池 碳酸锂主力合约涨超9% 百利科技 公司为锂电池正极、负极、电解液生产企业提供精密配料系统、智能上料系统,真空干 燥系统,全自动高温窑炉外轨等专有智能设备 漫星股份 国内磷酸龙头;全固态电池关键原料五硫化二磷需由超纯黄磷+硫磺合成,1GW固态电 池需450吨黄磷（135吨超纯黄磷）,用量为硫化锂的150%；公司为国内黄磷产能第 一 (18万吨/年)，首家生产电子级磷酸的上市公司 安纳达 1、公司主营钛白粉,现有产能8万吨,"安纳达"牌钛白粉为安徽名牌;2、控股子公 司铜陵纳源磷酸铁现有产能总计15万吨,硫酸亚铁原料自给,产品用于新能源电池正 极材料 作者: T 湖北宜化 1、公司具备126万吨的磷酸二铵产能,磷酸二铵市场竞争力行业领先;2、公司拟与 宁德时代控股子公司宁波邦普在新能源电池材料配套化工原料领域开展合作 六国化工 华东地区规模最大的磷复肥和磷化 ...

盘面上，市场热点快速轮动，全市场超4000只个股上涨，其中109只个股涨停。截至收盘，沪指涨0.87%，深成指涨1.36%，创业板指涨0.99%。 从板块来看，油气股集体上涨，通源石油、准油股份、山东墨龙、中海油服等多股涨停。化工板块爆发，美邦股份4连板，红宝丽、红墙股份、澄星股份、 金浦钛业涨停。培育钻石概念大涨，四方达20cm涨停，黄河旋风涨停。玻纤概念反复活跃，国际复材涨超4天2板，续创历史新高。下跌方面，影视院线、 AI应用等板块跌幅居前。其中影视院线概念股集体大跌，光线传媒、中国电影等多股跌停。 凤凰网财经讯 2月24日，市场冲高回落，创业板指盘中一度涨超2%。 涨停表现 沪深两市成交额2.2万亿，较上一个交易日放量2194亿。 | 封板率 | 昨涨停今表现 | | --- | --- | | 69.00% | 2.66% | | 封板 93 触及 42 | 高开率 59% 获利率 | ...

贵金属、石油等板块升温主要源自地缘政治风险催化，消息面上，据新华社报道，美国近期在中东地区 大规模集结兵力。美国总统特朗普近日承认，他在考虑对伊朗进行"有限军事打击"。同时，美国已开始 从中东地区一些军事基地撤离部分人员。 华西证券研报认为节后A股的"红包行情"值得期待。其一，春节期间，伊朗局势、特朗普关税政策等外 部不确定性在一定程度上压制了市场风险偏好，推动避险资产走强，但在科技板块亮眼表现的带动下， 全球股市普遍实现上涨；其二，在美元指数反弹的背景下，人民币汇率稳中有升、持续温和升值，有助 于强化中长期资金增配中国资产的预期；其三，春节期间，机器人、AI大模型、存储等科技领域催化 因素密集释放，提振市场对节后科技行情的预期。 （文章来源：南方都市报） 2月24日，A股迎来马年首个交易日，三大指数早盘集体上涨，截至午盘，沪指报4129.78点，涨 1.17%，深成指报14356.88，涨1.82%，创业板指报3333.62，涨1.76%，半日成交额15210亿元，市场超 4200只个股上涨。 板块题材上，油气开采及服务、贵金属、光纤概念等板块涨幅居前，具体来看，油气开采及服务板块 中，科力股份涨超20%领 ...

Market Performance - The three major A-share indices all rose today, with the Shanghai Composite Index increasing by 1.17%, the Shenzhen Component Index by 1.82%, and the ChiNext Index by 1.76% [1] - The strong performance was driven by cyclical stocks, particularly in the oil and gas extraction, non-ferrous metals, and chemical sectors [3] Sector Highlights - The oil and gas extraction and services sector saw significant gains, with a notable increase of 10.29% [3] - Key stocks in this sector included: - Keli Co., Ltd. (涨幅 23.75%, 市值 17 billion) - Tongyuan Petroleum (涨幅 20.04%, 市值 74.8 billion) - Zhongyou Engineering (涨幅 10.13%, 市值 237 billion) [3] - The optical fiber sector also performed strongly, with Changfei Optical Fiber hitting a historical high and a market value of 194.3 billion [4][6] Price Trends - The price of G.652.D single-mode optical fiber reached a near seven-year high of over 35 yuan per core kilometer, driven by increased demand from global AI data centers and supply constraints [6] - The MLCC (Multi-layer Ceramic Capacitor) sector experienced a price increase of nearly 20% in the Korean market, attributed to surging demand from AI servers, which require three times more MLCCs than standard servers [7] Infrastructure and Technology - The power infrastructure sector, including ultra-high voltage and flexible DC transmission, saw significant gains, supported by government initiatives to establish a unified national electricity market by 2030 [10][11] - The expected capital expenditure from major cloud service providers like Amazon, Google, Meta, and Microsoft is projected to reach approximately 598.7 billion, indicating strong demand for AI computing power [8]

Group 1 - The oil sector has collectively surged due to escalating tensions between the US and Iran, leading to higher oil prices and a significant increase in VLCC freight rates during the Spring Festival holiday [1] - Zhongyou Securities noted that the unclear situation between the US and Iran has granted crude oil a geopolitical premium, with expectations of marginal improvement in the supply-demand dynamics for PX and PTA this year [1] - The price spread between PX (China's main port) and naphtha (Japan) has stabilized around $300/ton after adjustments, with potential for further strengthening post-holiday [1] Group 2 - As of February 24, 2026, the National Petroleum and Natural Gas Index (399439) rose sharply by 5.83%, with significant gains in constituent stocks such as Potential Hengxin (up 16.23%), China Oil Engineering (up 10.13%), and Blue Flame Holdings (up 10.04%) [1] - The oil ETF Penghua (159697) increased by 5.97%, with the latest price reported at 1.42 yuan, closely tracking the National Petroleum and Natural Gas Index [1] - As of January 30, 2026, the top ten weighted stocks in the National Petroleum and Natural Gas Index accounted for 66.76% of the index, including major companies like China National Petroleum, China National Offshore Oil, and Sinopec [1]

Market Performance - On February 24, A-shares saw all three major indices rise by over 1%, with more than 4,200 stocks gaining [1] - The Shanghai Composite Index increased by 1.17% to 4,129.78 points, the Shenzhen Component Index rose by 1.82%, and the ChiNext Index climbed by 1.76% [2] - The total trading volume for A-shares reached 1.52 trillion yuan, with a predicted increase to 2.35 trillion yuan, up by 354.2 billion yuan [2] Sector Performance - Resource stocks, particularly oil and gas, led the market rally, with significant gains in companies like Tongyuan Petroleum and CNOOC Services, among others [2] - AI-related stocks experienced a substantial pullback, with companies like Seedance and DeepSeek seeing declines [4] - The film and cinema sector faced a sharp decline, with major players like Light Media and China Film hitting their daily limit down [4] Hardware and Technology - Demand driven by AI has led to strong performance in computing hardware stocks, with companies like Longfly Fiber achieving new historical highs [3] - Other notable gainers in the computing hardware sector included Tianfu Communication and Zhongji Xuchuang [3] Overall Market Sentiment - The market sentiment was influenced by concerns over Trump's tariff policies and escalating tensions in the Middle East, contributing to the rise in resource cycle stocks [2]

| 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4129.78 | 14356.88 | 1810.53 | | +47.71 +1.17% +256.69 +1.82% | | +1.35 +0.07% | | 万得全A | 创业板指 | 北证50 | | 6851.92 | 3333.62 | 1544.00 | | +95.12 +1.41% +57.66 +1.76% | | +14.23 +0.93% | | 沪深300 | 中证500 | 中证A500 | | 4722.51 | 8429.52 | 5931.51 | | +62.10 +1.33% | +129.94 +1.57% | +90.79 +1.55% | | 中证1000 | 深证100 | 中证红利 | | 8340.82 | 5912.64 | 5764.33 | | +135.99 +1.66% | +112.95 +1.95% | +96.11 +1.70% | | 万得全A涨跌分布 | | | | 跌1131 | | 涨4275 | | ...

Core Viewpoint - The "Belt and Road" theme has made a strong comeback on the first trading day after the Spring Festival, with the Belt and Road ETF (515150) seeing a price increase of 3.12% [1] Group 1: Market Performance - The energy and shipping sectors emerged as the main drivers of today's market gains, with several stocks such as Southern Power Grid Energy, Sinopec Oilfield Service, COSCO Shipping Energy, and China Merchants Energy hitting the 10% daily limit [1] - Other energy stocks like CNOOC, China Jushi, Fenghuo Communication, and Yuntianhua also recorded gains exceeding 7% [1] Group 2: Factors Driving Market Strength - The strong market performance post-holiday is attributed to multiple favorable factors, including the accelerated implementation of key "Belt and Road" projects, which were announced during the Spring Festival, boosting the related industry chain's outlook [1] - The resilience of foreign trade has also been highlighted, with a rapid recovery in cross-border trade demand reinforcing market confidence in trade and investment along the Belt and Road [1] Group 3: Investment Opportunities - The Belt and Road ETF (515150) serves as an efficient tool for investors to gain exposure to core assets in the Belt and Road initiative, covering leading companies in infrastructure, energy, resources, and communications [1] - Investors can also participate through linked funds (Class A 007786/Class C 007787/Class E 022096) to capitalize on the recovery opportunities in the post-holiday thematic market [1]

石油天然气板块持续走强，科力股份涨超20%，通源石油20CM涨停，潜能恒信涨超19%，中油工程、 准油股份、中曼石油、惠博普、博迈科、洲际油气、石化油服涨停，贝肯能源、中海油服涨超9%，海 油发展、蓝焰控股涨超8%。 | | 名称 | 涨幅量 | | --- | --- | --- | | 1 | 科力股份 | +20.31% | | 2 | 通源石油 | +20.04% | | 3 | 潜能恒信 | +19.08% | | 4 | 中袖工程 | +10.13% | | 5 | 准油股份 | +10.01% | | 6 | 中曼石油 | +10.01% | | 7 | 惠博普 | +10.00% | | 8 | 博迈科 | +9.98% | | 9 | 洲际油气 | +9.92% | | 10 | 石化油服 | +9.90% | | 11 | 贝肯能源 | +9.66% | | 12 | 中海油服 | +9.18% | | 13 | 海油发展 | +8.10% | | 14 | 蓝焰控股 | +8.01% | | 15 | 海川工程 | +7.87% | | 16 | 思想图书 | +7.56% | 消息面上 ...