Core Insights - The article emphasizes the transformative impact of AI and new technologies on various industries in Guangxi, showcasing significant economic growth and structural improvements during the "14th Five-Year Plan" period, with an average GDP growth of 4.8% and an increase of over 740 billion yuan by 2025 compared to 2020 [4][5]. Industry Developments - Guangxi is implementing major strategies for high-quality development, including industrial enhancement, AI empowerment, and open cooperation, aiming to establish itself as a hub for AI collaboration with ASEAN [5]. - The manufacturing sector in Guangxi is undergoing a significant transformation towards smart manufacturing, with companies like Liugong investing over 6 billion yuan in intelligent upgrades, resulting in a 71% reduction in quality feedback rates and a 48% decrease in order delivery times [8][9]. - The region is becoming a key player in the new energy battery industry, with major projects attracting leading companies like BYD, aiming to build a complete industrial chain for battery production [9]. Economic Performance - Guangxi's economic structure is continuously optimizing, with new industries contributing over 50% to industrial growth during the "14th Five-Year Plan" period, and the region has cultivated 49 intelligent manufacturing benchmark enterprises and over 5000 enterprises implementing digital transformation [9][10]. - The trade relationship between China and ASEAN is deepening, with Guangxi facilitating the import of fresh produce from Southeast Asia, reflecting its strategic position as a trade gateway [11][13]. Transportation and Logistics - Guangxi is enhancing its transportation network to support trade, with significant investments leading to improved efficiency in logistics and customs processes, including a one-stop inspection model that streamlines cargo handling [14][15]. - The region has established a modern multi-modal transportation system, connecting various transport modes and significantly increasing the number of international freight routes [14]. Tourism and Eco-Development - Guangxi is leveraging its natural resources to promote eco-tourism and wellness industries, with policies supporting the development of travel and health-related services, attracting over 3.8 million elderly visitors for long-term stays [18][19]. - The tourism sector is projected to receive 1.079 billion domestic and international visitors by 2025, with a revenue increase of 12.5%, highlighting the region's growing appeal as a travel destination [19].

Core Viewpoint - The A-share market experienced fluctuations, with the non-ferrous sector showing mixed performance, particularly influenced by recent geopolitical tensions and policy changes affecting lithium exports from Zimbabwe [1][5][6]. Group 1: Market Performance - As of February 26, the A-share market saw the Shanghai Composite Index retreat, with the non-ferrous ETF Huatai-PineBridge (159652) down by 0.74% [1]. - The non-ferrous ETF's key components showed varied performance, with small metals and lithium stocks leading gains, while major players like Zijin Mining and Luoyang Molybdenum experienced pullbacks [1][2]. Group 2: Lithium Market Impact - Zimbabwe's Ministry of Mines announced an immediate ban on all lithium ore and concentrate exports, significantly impacting global lithium supply dynamics [5][6]. - This ban is expected to drive lithium prices up, as Zimbabwe accounted for approximately 12% of global lithium production in 2026, with China being a primary importer [6][7]. Group 3: Precious Metals Outlook - Precious metals, including gold and silver, saw price increases due to heightened geopolitical tensions and inflation expectations, with Morgan Stanley projecting gold prices to reach $6,300 per ounce by the end of 2026 [3]. - The recent rise in lithium stocks in the U.S. market reflects the immediate market reaction to Zimbabwe's export ban, with lithium carbonate futures surging over 4% [3][5]. Group 4: Strategic Metal Policies - The trend of resource nationalism is likely to continue, with countries implementing stricter export controls on strategic metals like lithium, cobalt, and nickel, which may lead to further supply disruptions [7]. - Analysts suggest that the recent policy changes in Zimbabwe are part of a broader strategy to enhance local processing capabilities and retain more value from mineral resources [5][6]. Group 5: Investment Opportunities - The non-ferrous sector is viewed as having significant investment potential, driven by macroeconomic factors, supply constraints, and emerging demand from new industries such as AI and renewable energy [8][10]. - The Huatai-PineBridge non-ferrous ETF is highlighted for its comprehensive exposure to various metal sectors, including gold, copper, aluminum, and lithium, making it a favorable investment vehicle [10][12].

Core Viewpoint - The China Petroleum and Chemical Industry Index has shown an upward trend, increasing by 1.22% as of February 26, with leading stocks such as Salt Lake Potash, Bluestar Technology, and Cangge Mining showing significant gains [1] Group 1: Market Performance - The petrochemical ETF (159731) has followed the index's upward movement, achieving three consecutive days of gains and attracting a total of 146 million yuan over the past 12 trading days [1] - Overall, the global stock market has been strong during the Spring Festival, with no major risk events, leading to high market sentiment and the potential for a new upward trend in A-shares post-holiday [1] Group 2: Investment Strategy - The industry allocation continues to focus on a dual mainline strategy of "technology + resource products," with technology focusing on AI, humanoid robots, new energy, and innovative pharmaceuticals, while resource products emphasize precious metals, oil and petrochemicals, and basic chemicals [1] - The petrochemical ETF and its linked funds closely track the China Petroleum and Chemical Industry Index, driven by both basic chemicals and oil and petrochemicals, while also including high dividend and high growth assets [1] Group 3: Key Stocks - Major weighted stocks in the index include Wanhua Chemical (global leader in MDI), China Petroleum (domestic oil and gas leader), China Petrochemical (domestic refining leader), and Salt Lake Potash (domestic potassium fertilizer leader) [1]

有色商品日报 有色商品日报（2026 年 2 月 26 日） 一、研究观点 | 品 | | 点评 | | --- | --- | --- | | 种 | | | | | 隔夜内外铜价震荡偏强，国内精炼铜现货进口窗口关闭。宏观方面，昨晚美国总统特朗 | | | | 普在国会发表其第二任期的首次国情咨文演讲，他表达了对最高法院裁决表达不满，同 | | | | 时重申将使用其他法律授权来实施新关税，并传达出对股市和通胀的乐观态度。美贸易 | | | | 代表称，美国对部分国家加征的"全球进口关税"税率将从新近实施的 10%升至 15%或 | | | | 更高。国内方面，美贸易代表称继续推进中美第一阶段经贸协议情况 301 调查，并可能 | | | | 采取关税措施，商务部回应。库存方面，LME 铜库存增加 6475 吨至 249650 吨，LME 美 | | | 铜 | 洲仓库继续涌入；Comex 铜库存下降 479 吨至 545257 吨；SHFE 铜仓单增加 10717 吨至 | | | | 287806 吨，BC 铜仓单下降 700 吨至 14218 吨。需求方面，关注节后开工情况。节后铜 | | | | 价 ...

今年是"十五五"的开局之年，围绕高水平科技自立自强、发展新质生产力等国家部署，公众对科技发展 的切身感知与未来展望如何？未来5年，哪些领域蕴藏着青年的发展机遇？中国青年报社社会调查中心 联合问卷网进行的一项调查显示，未来5年，超六成（62.1%）受访者期待具身智能等前沿技术更快走 进日常生活，超半数（50.6%）受访者认为年轻人投身人工智能领域更有发展前景。截至2月25日12 时，共有1489名受访者参与调查。 超六成受访者期待具身智能等前沿技术更快走进日常生活 从智能家居到个性化教育，从高效办公到养老照护，人工智能等前沿技术正深入普通人的日常生活。 受访者看好年轻人投身人工智能、新能源、养老服务等领域 《建议》中，46次提到"科技"、61次提及"创新"，将科技创新摆在了国家战略核心位置。在此背景下， 未来"年轻人投身哪些领域会更有发展前景"成为备受关注的话题。 王力研读了《建议》内容，他发现，除了人工智能等核心领域，新能源、半导体材料等上下游产业也极 具发展潜力。"以新能源汽车为例，产业的快速发展背后，离不开大模型、大数据和新材料技术等前沿 科技的共同支撑。每个时代都有独特的发展契机，上一轮是'互联网+'， ...

2026年02月26日 国泰君安期货商品研究晨报-绿色金融与新能源 观点与策略 | 镍：沪镍投机情绪仍存，持续关注镍矿矛盾 | 2 | | --- | --- | | 不锈钢：成本支撑重心上移，淡季累库约束弹性 | 2 | | 碳酸锂：情绪面发酵，盘面或高开高走 | 4 | | 工业硅：下方空间或不深 | 6 | | 多晶硅：关注现货成交情况 | 6 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 2026 年 2 月 26 日 镍：沪镍投机情绪仍存，持续关注镍矿矛盾 不锈钢：成本支撑重心上移，淡季累库约束弹性 张再宇 投资咨询从业资格号：Z0021479 zhangzaiyu@gtht.com 【基本面跟踪】 镍基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 沪镍主力（收盘价） | 141,250 | 3,300 | 6,060 | 9,410 | -1,810 | ...

2月24日，农历马年正月初八，春节后的第一个工作日，2026年广东省高质量发展大会如期举办。与此 同时，一场特殊的签约仪式吸引了各界目光。 在广州珠岛宾馆，珠海市政府、深圳市海洋发展局、深圳市前海管理局分别与一家名为"探海游 艇"（Sea Expandary）的企业签署战略合作协议——未来，这家企业计划总投资约50亿元，在珠海建设 高端游艇制造基地，在深圳设立游艇事业中国总部。 2月24日，刘强东在签约现场接受媒体采访。 出席签约仪式并全程见证的，是探海游艇实际控制人——刘强东。面对媒体，他毫不掩饰内心的激 动："我们家是一百多年的传世船民，我对船是有特殊感情的，哪怕是今天，我也是在船上睡眠最好。 我小学毕业的时候，最大的梦想是希望能够做村长，后来初中我就希望能做船长，这是我儿时的梦 想。" 一边是刚刚落幕的广东省高质量发展大会，主题锁定"制造业与服务业协同发展"；一边是互联网大佬带 着50亿元真金白银"下海"造船。 刘强东和他的游艇企业为何选择广东？这背后，不仅是一位企业家的个人情怀，更是一场关于政策红 利、产业基础与未来风口的深度契合。 广东的"先手棋" 漫长的海岸线，完备的产业链 "据我所知，早在20年 ...

隔夜LME镍涨0.73%报18045美元/吨，沪镍涨0.11%报141680元/吨。库存方面，LME库存增加480吨至 287808吨，SHFE 仓单增加1253吨至53177吨。升贴水来看，LME0-3月升贴水维持负数；进口镍升贴水 维持50元/吨。节前ESDM部矿产和煤炭总干事Tri Winarno透露，批准的镍矿生产配额在2.6亿吨到2.7亿 吨之间，与上年RKAB的生产目标大幅缩水；根据铁合金在线，受镍矿供应紧张及炉子检修影响，印尼 某镍铁工厂产量下降，预计影响产量3-4万实物吨/月；根据路透社报道，再次发生尾矿滑坡后，印尼环 境部长Hanif Faisol Nurofiq称正考虑取消青美邦新能源有限公司的环境许可。基本面来看镍矿升水再度 走强，根据铁合金在线报道，节后报价在35-40不等（不含奖励）美元/吨。根据SMM数据显示印尼火 法、湿法镍矿库存指数下降，分别主要受到监控系统延迟和新项目投产所致，叠加印尼配额收紧的预 期，后续或仍存在资源供给偏紧的担忧，推动边界成本支撑继续抬升。阶段性需求环比转弱，但成本支 撑依旧坚实，叠加印尼消息面多有扰动，持续关注成本线附近轻仓试多机会，后续显性库存如能明显 ...

为保障节后顺利复工复产，春节前，人力资源社会保障部等部门在全国启动"2026年春风行动"。这段时 间，各地举办了形式多样的招聘活动，帮大家在家门口享受便捷的公共就业服务。 在江苏南京，首场面向高校毕业生的新春专场招聘会，近100家企业带来2000多个岗位，人工智能、新 能源等领域用工需求旺盛。 人社部门摸排返乡人员就业意愿，既在商圈、集市举办综合性招聘，也深入社区、乡村，组织"家门 口"的微招聘，助力求职者就近就业、精准择业。 在积极举办招聘会的同时，一些地方优化线上求职渠道，提升就业服务覆盖面与便捷度。在浙江湖州， 当地通过线上平台集中实现岗位发布、登记、求职、人岗匹配等服务功能，为求职者和用人单位搭建更 畅通的双向对接平台。 江苏连云港就把招聘会搬进古城集市，设置了南北对接、零工、创业等8个主题市集，238家企业提供岗 位8500多个。现场还为求职者提供招聘对接、创业指导、技能培训等全链条就业服务。 湖州市就业管理服务中心副主任莫云峰：联动市、区县、乡镇、街道以及零工市场，高频率举办各类大 中小型招聘活动。同时我们也将就业二维码广泛张贴于有就业需求的村社及人流密集区域，助力群众在 家门口就近享受便捷公共就 ...

投资者提问：尊敬的董秘，您好！请问贵司的产品在油气和新能源方面主要用于哪些环节？是否应用于 油气开采和储运？在新能源如氢能、核能等领域，公司有何布局？另外，公司的A6资质预计何时能拿 到？ 锡装股份回复：尊敬的投资者，公司主要从事金属压力容器的研发、设计、制造、销售及相关技术服 务，产品广泛应用于石油炼化、基础化工、新能源、化工新材料等领域的换热、反应、分离、储存等场 景。对于新能源领域的业务布局，公司坚持围绕主业，持续研发投入开发新产品和新技术，积极拓展产 品和技术的应用领域，努力扩大客户群，积极开拓新市场。需特别说明的是，新业务市场开拓受技术转 化、客户需求、行业环境等多重因素影响，存在不确定性，敬请您注意投资风险。关于公司A6证书取 得的时间，请以公司正式公告为准。感谢您的关心和支持！ 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。 证券之星消息，锡装股份(001332)02月25日在投资者关系平台上答复投资者关心的问题。 ...