智通财经2月27日讯（编辑 胡家荣）港股三大指数本月交易结束，全月整体震荡调整。恒生指数围绕27000点区间反复波动，恒生科技指数回调尤为显著， 月内累计跌幅超10%。 截至收盘，恒生指数累计下跌2.76%，报26630.54点；恒生科技指数累计下跌10.15%，报5137.84点；恒生国企指数累计下跌4.91%，报8859.49点。 值得关注的是，恒生科技指数本月创下2024年1月以来最大单月跌幅纪录。同期的恒生指数也领跌全球主要指数。 此轮调整，本质上反映出市场对当前估值水平与盈利预期的重新定价，投资者风险偏好趋于谨慎，整体资金配置策略更趋审慎。 机构称基本面修复支撑结构性机会 驱动逻辑切换：从业绩修复到政策催化 光大证券指出，当前港股处于"基本面温和修复、流动性内外共振、情绪中性偏暖"格局，市场正由资金驱动向业绩驱动切换，一季度结构性反弹可期。 布局三大主线：政策与季节性机会并重 中信证券指出，2025年四季度压制因素逐步消化，参考历史春季躁动规律，建议重点关注："十五五"政策主线(生物制造、具身智能、6G)；政策催化预期逆 转领域(外卖平台、地产)；春季躁动受益板块(非银金融)。 月度个股表现：景气赛 ...

| 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 广和通(00638) | 14.010 | 30.58 | 161.46% | 20.09% | | 国联民生(01456) | 5.020 | 9.85 | 135.06% | 14.43% | | 京城机电股份(00187) | 4.440 | 14.5 | 291.22% | 14.19% | | 东方证券(03958) | 6.170 | 10.13 | 96.60% | 13.22% | | 剑桥科技(06166) | 67.000 | 105.5 | 88.61% | 12.75% | | 康希诺生物(06185) | 35.480 | 72 | 143.07% | 11.24% | | 中州证券(01375) | 2.090 | 4.41 | 152.63% | 10.64% | | 中铝国际(02068) | 2.770 | 6.41 | 177.26% | 10.61% | | --- | --- | --- | --- | --- | | 龙旗科技(0 ...

Group 1: Rare Earth and Tungsten Industry - The company is one of the six major rare earth groups in the country, having completed the integration of rare earth resources in Fujian Province [2] - The company possesses a complete tungsten industry chain, with significant competitive advantages in tungsten mining, smelting, powder, wire materials, and hard alloy deep processing [2] - The company is the first in China to develop and produce ITER filter tungsten probe components for nuclear fusion devices, capable of precision machining large-sized ITER-grade tungsten materials [2] Group 2: Data Center and AI Computing - The company is planning to acquire a stake in Xiantian Computing and aims to leverage it to acquire control of Zhengzhou Heying, which focuses on third-party large-scale data center operations [3] - The company is collaborating with Alibaba Cloud to jointly invest 15.8 billion yuan in building a cloud computing data center in Zhejiang [3] - The company has established a large data center in Xinjiang Hami, with a total computing power exceeding 80,000 P [3] Group 3: Power and Energy Sector - The company has acquired Honghe Power, a major thermal power plant in southern Yunnan, with a certified installed capacity of 1,300 MW [5] - The company is a leading player in the composite insulator market for high-voltage transmission lines, with a net profit growth of 177.52% year-on-year [5] - The company is expected to achieve a profit of 300 million to 360 million yuan by 2025, marking a turnaround from previous losses [5] Group 4: Semiconductor and AI Technology - The company has developed a low-code platform that integrates AI capabilities and has been applied in various sectors including power, aerospace, and manufacturing [4] - The company is a leading domestic player in crystal oscillators, with products applicable in optical communication and navigation systems [4] - The company has launched a series of AI products and is involved in the construction of AI computing centers across the country [4] Group 5: Renewable Energy and Materials - The company is a leader in the photovoltaic aluminum frame market, with a global market share exceeding 18% [5] - The company is investing 600 million yuan to build a project for producing 10,000 tons of iron phosphate battery precursor materials annually [8] - The company has established a comprehensive lithium battery supply chain, including mining, selection, and processing of lithium carbonate [8]

A股2月收官!沪指本月累计涨1.09%，呈现"冲高后窄幅震荡"的走势，月线斩获3连阳。深成指累计涨 2.04%，创业板指累计跌1.08%。成交额方面，"日成交超万亿"已成常态，春节后市场交投持续活跃， 沪深两市成交额连续4个交易日突破2万亿。 周五市场全天震荡分化，三大指数涨跌互现。截至收盘，上证指数涨0.39%，深证成指跌0.06%，创业 板指跌1.04%。 2、电力、电网设备板块反复活跃 电力、电网设备概念震荡走强，南网能源、涪陵电力封板。 点评：消息面上，据券商中国，除了近日国家能源局公布新型电力系统建设能力提升试点名单(第一 批)，还有一个非常硬核的逻辑出现。有消息称，中国AI调用量首超美国，四款大模型霸榜全球前五。 而Token调用量背后就是电力和算力。其中，中国电价较低，可以通过Token调用量变相实现出海。 3、太空光伏概念持续走强 盘面上，有色金属持续走高，锑、钨、锡等方向涨幅居前，翔鹭钨业、中钨高新、湖南黄金等十余股涨 停;稀土永磁板块拉升，中稀有色涨停，包钢股份接近涨停;电力、电网设备概念震荡走强，南网能源、 涪陵电力封板;钢铁股反复活跃，杭钢股份涨停;燃气股午后走强，水发燃气、德龙汇能封 ...

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 2026年2月27日，太空光伏概念持续走强，光伏ETF华夏（515370）上涨1.51%，持仓股聚合材料涨 超13%，钧达股份、南网电源涨停。 我国以高价值卫星与差异化竞争为导向，已形成国家院所、光伏龙头、专精特新材料装备三大主体 协同的产业格局，在高性能砷化镓柔性太阳翼领域建成完整产业链。例如，航天科技集团八院811所三 结砷化镓电池在轨应用成熟，转换效率超30%；旗下上海太阳能工程技术研究中心正推进商业航天用钙 钛矿/晶硅复合叠层电池研发。光伏龙头加速商业化落地，天合光能明确2026年加快钙钛矿量产与商业 化，助力太空光伏产业发展。 广发证券表示，AI巨头群雄逐鹿，"算力上天"已成共识。在此推动下，太空光伏作为主要供能形式 有望深度受益，预计未来有望为光伏设备累计带来千亿级市场空间。 光伏ETF华夏（515370）及 ...

值得一提的是，光伏ETF(159857)盘中申购已超1亿份。 | | 光伏ETF द्रे 159857 | | --- | --- | | | FO V 品 照 | | 实时申购赎回信息 | 申购 岐口 | | 筆数 | વેર 40 | | 金额 | O O | | 份额 | 1.05亿 4000万 | 截至2月26日，光伏ETF(159857)近1月规模增长1.18亿元，近1月份额增长1.53亿份，实现显著增长。 资金流入方面，光伏ETF(159857)近13个交易日合计"吸金"3832.41万元。 【产品亮点】 光伏ETF(159857)有望成为投资者把握全球新能源革命、布局光伏产业核心资产的高效工具，在行业周期修复与技术突破中持续受益。 截至2026年2月27日 13:22，光伏ETF(159857)盘中换手10.52%，成交2.58亿元，市场交投活跃。跟踪的中证光伏产业指数(931151)强势上涨1.11%，成分 股聚和材料上涨12.20%，南网能源上涨10.04%，钧达股份上涨10.00%，金开新能，拉普拉斯等个股跟涨。 2月27日，光伏设备概念股走高，太空光伏方向逆势活跃。A股钧达股份涨停，H ...

武汉大学破解钙钛矿太阳能电池寿命难题 我国钙钛矿电池领域迎来密集突破。 2月27日早盘，A股光伏设备板块大幅上涨，其中钧达股份、双良节能（维权）、永臻股份涨停，帝尔 激光、中来股份、*ST金刚等涨幅居前，分别上涨4.96%、3.98%、2.69%。 | 代码 名称 | *● | 最新 涨幅%4 | | | | 涨跌 总量 现量 买入价 卖出价 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | BK1031 光伏设备 | | 1650.94 | 1.57 | 25.55 | 2807万 | 112 | - | 1 | | 688503 聚和材料 ■ | | 102.86 | 10.97 | 10.17 | 18.1万 | | 10 102.81 | 102.86 | | 002865 钧达股份圆 # | | 92.94 | 10.00 | 8.45 | 27.5万 | 1 | 92.94 | | | 600481 双良节能 @ * | | 9.57 | 10.00 | 0.87 | 251万 | 278 | 9.57 | - | | ...

港股恒生指数涨0.75%，涨197点，报26578点；恒生科技指数涨1.03%。港股早盘成交1218亿港元。 国富氢能(02582)再涨2%，公司参与国家级核聚变研究平台低温系统项目。 金力永磁（300748）(06680)涨4.36%，稀土近段时间持续上涨，机构指政策驱动型涨价支撑坚实。 国富量子(00290)再涨超5%，近七个交易日股价累涨四成，公司有望下月入通。 鹰普精密(01286)涨超5%再创上市新高，年初至今股价累计涨超七成。 云知声(09678)涨7.65%，推出Unisound U1-OCR文档智能基础大模型。 亚博科技控股(08279)再涨超7%，节后累涨近140%，携手港金所开发国际贵金属交易平台。 今日盘后正式进入MSCI中国指数，小马智行-W(02026)涨6.78%，禾赛-W(02525)涨超4%。MSCI此前公 布了其2026年2月的指数季度调整结果。此次调整中，MSCI中国指数新纳入37只股票、包括小马智行、 商汤、禾赛等，此次调整将于2月27日收盘后生效。 钧达股份（002865）(02865)涨超21%，机构看好太空光伏打造新增长空间。 新鸿基地产(00016)涨7%，基础溢 ...

Group 1 - The Hang Seng Index rose by 0.75%, gaining 197 points to close at 26,578 points, while the Hang Seng Tech Index increased by 1.03% [1] - The Hong Kong stock market saw a trading volume of 121.8 billion HKD in the morning session [1] - MSCI China Index will officially include 37 new stocks, including Xiaoma Zhixing and HeSai, effective after the market closes on February 27 [1] Group 2 - JunDa Co., Ltd. saw a significant increase of over 21%, with institutions optimistic about its potential in space photovoltaic technology [2] - Sun Hung Kai Properties experienced a 7% rise, with a 16.7% increase in underlying profit to 12.213 billion HKD, leading the blue-chip stocks [3] - The price of tungsten continues to rise, contributing to a gain of over 7% for Jiaxin International Resources [4] Group 3 - Jinli Permanent Magnet increased by 4.36%, supported by a recent rise in rare earth prices driven by policy [5] - Guofu Quantum rose by over 5%, with a cumulative increase of 40% over the past seven trading days, and is expected to be included in the index next month [5] - Eagle Precision saw a rise of over 5%, reaching a new high since its listing, with a cumulative increase of over 70% year-to-date [6] Group 4 - Yunzhisheng increased by 7.65% after launching the Unisound U1-OCR intelligent document model [7] - Guofu Hydrogen Energy rose by 2%, participating in a national-level nuclear fusion research platform project [8] - Yabo Technology Holdings increased by over 7%, with a cumulative rise of nearly 140% since the holiday, collaborating with the Hong Kong Gold Exchange to develop an international precious metals trading platform [9] Group 5 - Chow Tai Fook's shares fell over 3% despite a mid-term net profit increase of over 15% and a dividend increase of approximately 3% to 0.28 HKD [10]

相关快讯 相关文章 南方财经2月27日电，市场早盘震荡调整，沪指再度翻绿，创业板指跌超1%，黄白线明显分化。截至收 盘，沪指跌0.17%，深成指跌0.68%，创业板指跌1.46%。沪深两市半日成交额1.59万亿，较上个交易日 缩量530亿。盘面上热点快速轮动，全市场超2900只个股下跌。从板块来看，算力租赁概念集体爆发， 华胜天成5天3板，拓维信息、利通电子、城地香江封涨停。有色金属板块反复活跃，章源钨业7天5板， 翔鹭钨业、中稀有色涨停。AI编程概念走强，金现代、普元信息双双20cm涨停。太空光伏概念震荡反 弹，钧达股份涨停。下跌方面，电子布概念持续调整，宏和科技跌停。 A股午评：创业板指跌超1% 算力租赁概念逆势爆发 21世纪经济报道 21快讯 2026-02-27 11:34 南方财经2月27日电，市场早盘震荡调整，沪指再度翻绿，创业板指跌超1%，黄白线明显分化。截至收 盘，沪指跌0.17%，深成指跌0.68%，创业板指跌1.46%。沪深两市半日成交额1.59万亿，较上个交易日 缩量530亿。盘面上热点快速轮动，全市场超2900只个股下跌。从板块来看，算力租赁概念集体爆发， 华胜天成5天3板，拓维信息、 ...