中恒电气(002364.SZ)公告称，公司拟与苏州怡达私募基金管理有限公司及其他有限合伙人共同签署合 伙协议，合计投资金额为人民币15,150万元，公司拟认缴出资人民币2,000万元，占合伙企业认缴出资总 额的13.2%。该基金主要投资于半导体、新能源、新材料、高端装备、AI等智能制造领域。 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。 ...

来源：新浪证券-红岸工作室 异动分析 黄金概念+金属回收+固废处理+专精特新+高端装备 1、根据2025年7月26日公告：南矿集团境外子公司Nanchang Mineral Systems Zimbabwe (Private) Limited （以下简称"子公司"）与Sucpass Gold Resources (Pvt) Limited（以下简称"Sucpass Gold"）在南昌签订 《Brownhill金矿项目第一期地表氧化矿堆浸项目经营合作协议》（以下简称《经营合作协议》），约 定由公司子公司负责对Sucpass Gold位于津巴布韦Mberengwa的Brownhill金矿的地表氧化矿金矿石的开 采与堆浸处理，合作方式为黄金成品销售收入分成。黄金成品概算销售收入为3640万美元，按Sucpass Gold占百分之二十五（25%）概算分成为910万美元、子公司占百分之七十五（75%）概算分成为2730 万美元的比例进行分配。 2、公司主营业务是为砂石骨料和金属矿山相关的破碎、筛分设备的研发、设计、生产、销售及后市场 服务。公司主要产品包括整机业务和后市场业务。 3、2023年3月28日互动易：公司产品 ...

来源：新浪证券-红岸工作室 2月27日，纽威数控涨0.06%，成交额5881.48万元，换手率0.80%，总市值73.72亿元。 异动分析 工业母机+新能源汽车+人形机器人+高端装备+长三角一体化 1、公司主营业务是中高档数控机床的研发、生产及销售。主要产品是定柱式龙门加工中心系列、动柱 式龙门加工中心系列、五轴联动龙门加工中心系列、五轴立式加工中心系列、高速型立式加工中心系 列、电主轴立式加工中心系列、重切型立式加工中心系列、动柱型立式加工中心系列、门型立式加工中 心系列、数控立式车床系列、高速型卧式加工中心系列、重切型卧式加工中心系列、高效型卧式加工中 心系列、斜床身数控卧式车床系列、平床身数控卧式车床系列、其他机床。 2、2025年10月23日~2025年10月24日投资者关系活动记录表：新能源汽车发展迅猛，目前公司已有近 30款产品适合用于新能源汽车，例如卧车、立车针对新能源汽车电机轴、电机壳类零件加工；立式加工 中心针对新能源汽车的电驱控制器壳体、散热片组、轮毂等零件加工 3、根据2025年4月25日公告：公司针对人形机器人行业的丝杠和减速器等关键零部件加工工艺特点， 开发了人形机器人行业数控卧式车 ...

格隆汇2月27日丨润邦股份(002483.SZ)在投资者互动平台表示，公司主营业务为高端装备业务，主要产 品包括各类物料起重搬运装备、海洋工程装备、船舶及配套装备等。其中，海洋工程装备业务主要产品 具体包括各类海上风电基础桩、导管架、海洋工程船舶（如平台供应船、海洋工程辅助船等）、海上风 电安装作业平台、海洋工程起重机等，相关产品和服务未应用于商业航天相关领域和场景。 ...

Group 1 - In February, nearly 240 listed companies were surveyed by various institutions, with over half achieving positive returns during the same period, and some stocks seeing cumulative gains exceeding 80% [1] - The mechanical equipment and electronics sectors were the primary focus of institutional surveys, with significant attention also given to cyclical sectors like basic chemicals [1] - Institutions are optimistic about investment opportunities in humanoid robots, upstream AI infrastructure, and certain chemical sector stocks that offer high elasticity and dividends [1] Group 2 - In January 2026, domestic automobile sales reached 2.346 million units, with the top ten companies accounting for 1.962 million units, representing 83.6% of total sales, indicating a high concentration in the market [2] - The automotive market is characterized by "steady start and structural differentiation," with increased competition among top manufacturers as they launch new products and technologies [2] - The pharmaceutical and biotechnology sectors saw 80 companies receive institutional surveys, with a focus on brain-computer interface stocks and the trend of innovative drugs going global [2] Group 3 - Several securities firms have held spring strategy meetings earlier than usual, reflecting changes in the competitive landscape of the industry [3] - The shift from "commission for research" to "service for income" is becoming more pronounced among brokerage firms [3] - The AI industry is entering a more pragmatic phase, focusing on revenue and profit, with significant investment opportunities in AI inference computing and domestic AI chips [3] Group 4 - Lithium carbonate futures surged by 11.83% to a high of 187,700 yuan/ton, driven by Zimbabwe's adjustments to lithium export policies, which may tighten global supply in the short term [4] - UBS predicts a potential third price cycle for lithium, raising the average price expectation for 2026 to around 180,000 yuan/ton [4] Group 5 - The A-share merger and acquisition market remains vibrant, with over 500 transactions disclosed since the beginning of the year, totaling over 100 billion yuan [5] - More than 50% of these transactions are driven by industrial synergy, highlighting a core market trend [5] - The hard technology sector is a primary battleground for mergers and acquisitions, with increased participation from the Sci-Tech Innovation Board and the Growth Enterprise Market [5] Group 6 - The Hong Kong Stock Exchange reported record highs in trading volume and revenue for 2025, reaffirming its position as a global leader in new stock financing [6] - The exchange aims to enhance market convenience and competitiveness while continuing to invest strategically in emerging business areas [6] - Export-oriented companies are actively implementing measures to hedge against currency risks amid fluctuations in the renminbi exchange rate [6] Group 7 - Regions like Guangdong, Anhui, and Hubei are strategically positioning themselves in advanced fields such as AI, quantum technology, and high-end manufacturing [7] - The development of future industries relies heavily on original innovation and disruptive technologies, which are still in early stages [7] - Policies are increasingly systematic and comprehensive, supporting innovation from inception to market application [7] Group 8 - NIO's chip subsidiary, Anhui Shenji Technology Co., completed its first round of equity financing, raising 2.257 billion yuan, with a post-investment valuation nearing 10 billion yuan [8] - The financing attracted diverse capital participation, including state-owned capital and semiconductor industry funds, indicating market confidence in the company's technology and production capabilities [8] - The involvement of local state capital aligns with Hefei's ongoing investment in the integrated circuit industry [8]

马年开工的号角已然吹响，各地铆足干劲谋发展。从密集召开的工作会议中不难看出，未来产业已成为 多地布局的重点，彰显出各地发力新赛道、培育新动能、塑造发展新优势的坚定决心。据记者梳理，截 至目前，已有广东、安徽、湖北等地明确前瞻布局人工智能、量子科技、低空经济、生物制造、高端装 备等前沿领域，奋力抢占未来产业发展先机。受访专家表示，未来产业高度依赖原始创新与颠覆性技 术，大多处于孕育阶段或产业化初期，技术转化难度大、前期投入高、市场不确定性强。因此，政策的 精准支持与科学引导是推动未来产业稳步起步、加速成长的关键支撑。值得一提的是，结合各地此前出 台的相关政策不难发现，有关扶持举措正呈现出体系化、全链条的发展态势，从源头创新、技术攻关， 到场景应用、产业化落地，再到要素保障、人才引育，加速形成闭环式培育格局。（证券日报） ...

马年开工的号角已然吹响，各地铆足干劲谋发展。从密集召开的工作会议中不难看出，未来产业已成为 多地布局的重点，彰显出各地发力新赛道、培育新动能、塑造发展新优势的坚定决心。据《证券日报》 记者梳理，截至目前，已有广东、安徽、湖北等地明确前瞻布局人工智能、量子科技、低空经济、生物 制造、高端装备等前沿领域，奋力抢占未来产业发展先机。 受访专家表示，未来产业高度依赖原始创新与颠覆性技术，大多处于孕育阶段或产业化初期，技术转化 难度大、前期投入高、市场不确定性强。因此，政策的精准支持与科学引导是推动未来产业稳步起步、 加速成长的关键支撑。值得一提的是，结合各地此前出台的相关政策不难发现，有关扶持举措正呈现出 体系化、全链条的发展态势，从源头创新、技术攻关，到场景应用、产业化落地，再到要素保障、人才 引育，加速形成闭环式培育格局。 多地密集施策 节后复工首日，多地便立足自身资源禀赋，出台针对性举措，为未来产业发展保驾护航。 加速突破场景瓶颈 近年来，量子科技等未来产业赛道喜讯连连，我国未来产业呈现加速奔跑的良好态势。 国家统计局局长康义在介绍2025年全年国民经济运行情况时表示，2025年，我国规模以上智能无人飞行 器制 ...

齐鲁晚报.齐鲁壹点王佳潼通讯员刘超 春潮涌动，实干争先。2月25日，2026年潍坊市工作动员大会隆重召开，向全市发出了"十五五"开局之年勇担使命、干事创业、奋勇争先的出征号令。 大会余音未落，坊子区迅即行动，全面贯彻落实大会精神，将办公会搬到全区重点项目一线，直面项目堵点难点、现场拍板定事、全力破解发展瓶颈， 以"开局即冲刺、起步即决战"的奋进姿态，鲜明释放出"一切围着项目转、一切盯着项目干"的攻坚导向。 在潍柴雷沃智慧农业大型收获机械高端智造基地项目建设现场，区委、区政府主要负责同志实地察看项目建设进展，现场协调解决项目推进中的困难问 题，督促各相关责任部门当场制定针对性解决方案，明确办结时限与责任到人，为项目全面开工建设扫清全流程障碍。 潍柴雷沃智慧农业大型收获机械高端智造基地项目效果图 该项目总投资21.5亿元，既是国家工信部产业链攻关重点项目，也是山东省重点建设项目，更重要的是，它是坊子区打造"中国农机第一城"的压舱石。 潍坊富源增压器有限公司生产车间一片忙碌 项目攻坚的底气，源于营商环境的硬核保障。2026年，坊子区将持续深化"掏出心来，服务到企业不好意思"服务理念，迭代升级项目全生命周期服务推进 ...

来源：新浪证券-红岸工作室 资金分析 今日主力净流入29.79万，占比0%，行业排名62/197，连续3日被主力资金增仓；所属行业主力净流入 2221.06万，当前无连续增减仓现象，主力趋势不明显。 2月26日，星球石墨涨6.83%，成交额1.53亿元，换手率3.90%，总市值39.81亿元。 异动分析 专精特新+一带一路+高端装备 1、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部专精特新 小巨人企业名单。 2、2023年12月20日互动易：公司除了与印度Adani集团下的全资子公司Mundra签订了产品销售合同， 合同标的物为100万吨绿色PVC项目专用副产蒸汽氯化氢合成吸收、盐酸解吸、氯化氢干燥等石墨设 备，合同总金额44,334,166美元，约合人民币29,990.73万元，近期越南项目"化工产量130t/d盐酸、副产 0.5Mpa饱和蒸汽高纯酸项目和化工产量440t/d盐酸、副产0.5 ...

Core Viewpoint - The Changsha Economic Development Zone has launched 18 major projects with a total investment of 25.195 billion yuan, emphasizing the importance of project-driven economic growth and development in the region [1][3]. Group 1: Project Launch and Investment - A total of 18 major projects have officially commenced construction, with a combined investment of 25.195 billion yuan [1]. - In 2025, the zone plans to initiate 56 major projects and has already completed investments of 14.364 billion yuan, exceeding the annual target by 23.39% [1]. - The zone has 39 major projects included in the municipal development and reform commission's assessment, with a planned total investment of 63.694 billion yuan [1]. Group 2: Industry Focus and Development - The newly launched projects span various sectors, including engineering machinery, automotive parts, high-end equipment, electrical equipment, new energy, electronic information, new materials, and medical devices [3]. - The Changsha Economic Development Zone is home to two trillion-level industrial clusters in engineering machinery and automotive parts, with leading companies like SANY Group and CRRC maintaining strong global rankings [3]. Group 3: Innovation and Research - The zone is establishing a high-energy innovation platform matrix, attracting international and domestic research institutions, including the global R&D center of Megmeet and the Bosch electric drive system R&D center [4]. - As of January, the zone has accumulated 388 various innovation platforms, including 29 national-level platforms, forming a comprehensive innovation system [4]. - The Megmeet smart industrial base project, with an investment of 5.16 billion yuan, will focus on intelligent production lines and R&D testing platforms for various high-tech products [6].