Market Overview - The A-share market opened positively on the first trading day of the Lunar New Year, with all three major indices rising, indicating a strong start for the year [1] - The overall market showed a significant upward trend, with over 4,000 stocks rising and more than 100 stocks hitting the daily limit up, reflecting strong bullish sentiment [1] Index Performance - The Shanghai Composite Index closed at 4,117.41 points, up 0.87% - The Shenzhen Component Index closed at 14,291.57 points, up 1.36% - The ChiNext Index closed at 3,308.26 points, up 0.99% [3] Trading Volume - The total trading volume for the Shanghai and Shenzhen markets reached 2.22 trillion yuan, an increase of 219.2 billion yuan compared to the previous trading day, indicating a clear influx of new capital [3] Sector Performance - The oil and gas sector, along with precious metals, led the market gains, driven by geopolitical tensions and rising international commodity prices [4] - Notable stocks in the oil sector included Keli Co., which rose over 20%, and several others hitting the daily limit up [4] - The precious metals sector also performed well, with gold prices rebounding, and stocks like Xiaocheng Technology rising over 15% [4] Consumer Market Signals - The gold retail market is showing signs of price increases, with some products expected to rise by over 33% [5] - Other sectors such as MICC, phosphorus chemicals, and glass fiber also saw significant gains, with multiple stocks hitting the daily limit up [5] Weakness in Film and Entertainment - In contrast to the resource sectors, the film and entertainment sector faced significant declines, with major companies like Light Media and Wanda Film experiencing sharp drops [6] - Analysts noted that while the Spring Festival box office was strong, it did not exceed expectations, leading to profit-taking in the sector [6] Market Trends and Future Outlook - The market is showing a clear preference for sectors with pricing power and defensive attributes, such as oil, non-ferrous metals, and chemicals [7] - The upcoming policy window and the potential for increased infrastructure investment are expected to support market stability and growth [7] - Analysts predict a continued upward trend in the market leading up to the two sessions, with a focus on sectors like robotics, AI applications, and energy [8]

证券日报网讯 2月24日，国际复材在互动平台回答投资者提问时表示，公司秉持"创新复合材料，引领 绿色未来"的企业使命，积极响应国家新能源发展战略，致力于成为全球最具价值的玻璃纤维及复合材 料企业。 （文章来源：证券日报） ...

| 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 4117.41 | 14291.57 | 1535.4 | | +35.34 +0.87% +191.38 +1.36% +5.66 +0 | | | | 科创20 | 创业板指 | 万得全/ | | 1465.37 | 3308.26 | 6828.5 | | -4.97 -0.34% +32.31 +0.99% +71.78 +1 | | | | 沪深300 | 中证500 | 中证A5( | | 4707.54 | 8392.91 | 5910.7 | | +47.14 +1.01% +93.32 +1.12% +70.01 +1 | | | | 中证1000 | 中证2000 | 中证红 | | 8299.77 | 3536.69 | 5754.4 | | +94.94 +1.16% +43.51 +1.25% +86.19 +1 | | | 马年首个交易日，A股三大指数今日集体走高，截至收盘，沪指涨0.87%报4117点，深证成指涨1.36%，创业板指涨0.99%。全市场成交额2.22万亿元，较前 一交易日增量 ...

上证指数日K线图 金融投资报记者 林珂 马年首个交易日大盘如期高开高走，早盘三大股指均出现超过1%的涨幅。 板块方面，油服服务、玻璃纤维、贵金属、通信设备等板块出现大幅上涨。影视院线、旅游、游戏、保 险等板块则出现逆势回落。在大盘大幅上涨背景下，个股出现普涨格局，两市上涨个股超过4200只，其 中88股涨停。 从指数运行来看，节前大盘震荡明显，但从历史经验来看，节后市场普遍走势较好。据统计，2017- 2025年万得全A春节后10个交易日平均涨幅3.3%，春节前10个交易日平均跌幅-1.3%，多数年份节后表 现优于节前。从胜率角度看，近九年万得全A春节后5个交易日、春节后10个交易日胜率分别为78%、 78%，相较春节前胜率有明显抬升。行业层面，31个申万一级行业中28个节后胜率高于节前，TMT指数 在春节后5个交易日、10个交易日的胜率分别为89%、100%，相比节前有明显提升，指向科技板块通常 在节后阶段表现较好，弹性更足。 经过早盘的快速走高，A股马年首日有望实现"开门红"。证券分析师李晓明在接受金融投资报记者采访 时表示："节日期间消息面多空交织，但并无重大利空，市场如预期的高开高走。从成交量角度来看 ...

另外，中国建材此前预期2025年股东应占亏损至多约40亿元，主要因与水泥产能置换相关的60亿至83亿 元资产减值。美银证券发布研报称，亏损幅度远超该行预期。该行认为2025全年股息率约5%的预期将 面临风险。该行认为，此次资产减值属单次性质。随着水泥产能置换窗口将于3月底关闭，进一步减值 的空间有限。 中国建材(03323)涨超7%，截至发稿，涨6.92%，报6.8港元，成交额2.65亿港元。 消息面上，据报道，供应商和业内人士预计，由于成本上升和供应紧张，玻璃纤维制造商将掀起第二轮 涨价潮。计划中的月度调价幅度为10%至15%，若按当前计划推进，到年底价格可能翻倍。根据华泰证 券此前研报，中国建材在玻璃纤维领域具有领先优势，分别持有中材科技（002080）60.24%、中国巨 石（600176）29.22%股权。 ...

—————————————— 1. SK海力士董事长承诺提高人工智能内存芯片产量。 （来源：格隆汇） 【东北计算机】20260223 【SK海力士董事长承诺提高人工智能内存芯片产量】 2. 苹果首席执行官蒂姆·库克暗示：苹果的下一个重大突破是视觉人工智能。 （来源：新浪） 3. 摩根大通预估2026年全球铜缺口13万吨，铜价剑指13500美元，供给收紧叠加AI算力需求爆发。 （来源：金融界） 4. 支付宝"AI付"、蚂蚁阿福 APP用户数双破亿。 2. 苹果首席执行官蒂姆·库克暗示：苹果的下一个重大突破是视觉人工智能。 （来源：新浪） 3. 摩根大通预估2026年全球铜缺口13万吨，铜价剑指13500美元，供给收紧叠加AI算力需求爆发。 【东北计算机】20260223 【SK海力士董事长承诺提高人工智能内存芯片产量】 1. SK海力士董事长承诺提高人工智能内存芯片产量。 （来源：格隆汇） —————————————— （来源：每日经济新闻） 5. 陸玻纖布業再掀漲價潮 月度調整10%至15%到年底價格可能翻倍。 （来源：经济日报） ...

据上证报报道，供应商和业内人士预计，由于成本上升和供应紧张，玻璃纤维制造商将掀起第二轮涨价 潮。计划中的月度调价幅度为10%至15%，若按当前计划推进，到年底价格可能翻倍。此次预期涨价是 在2025年以来累计年涨幅超过50%的基础上进行的。 中材科技：玻璃纤维产品结构优化，价格同比上升，对主营利润贡献较大。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 研究机构指出，特种玻纤布应科技时代而生。在算力时代下，AI硬件和终端设备均对芯片材料提出更 高要求，使得Low-DK，LowCTE纤维布迎来大规模放量，其中Low-DK用于主板基材，LowCTE用于芯 片封装基板。因AI需求爆发且供给壁垒高，均出现供不应求局面。未来在数据通信日趋高速且大容量 背景下，特种玻纤布将迎来量价齐升。 公司方面，据上证报表示， 宏和科技：称电子级玻璃纤维布市场需求量增加，公司产品售价受市场需求影响而增加，2025年公司预 计净利润为1.927-2.255亿元，同比增长745-889%。 ...

Group 1 - The supply of fiberglass is tightening further, with manufacturers expected to initiate a second round of price increases of 10% to 15% due to rising costs and ongoing supply constraints [1] - Since 2025, the cumulative annual increase in fiberglass prices has exceeded 50%, indicating that the upcoming price hike is on top of previous significant increases [1] - The price increase signals have been prevalent since the beginning of the year, with multiple price hikes for ordinary electronic cloth recorded in late 2025 and early 2026 [1] Group 2 - Nitto Denko dominates over 90% of the low thermal expansion electronic cloth supply globally, and due to quality considerations, it cannot rapidly expand production, with new capacity expected to come online only in 2027 [2] - Some manufacturers are shifting their production focus from traditional E-glass to low dielectric glass cloth, exacerbating the supply gap for ordinary fiberglass cloth [2]

Core Viewpoint - The company focuses on the research, production, and sales of fiberglass and related products, and is currently not involved in electronic cloth products [1] Group 1 - The company has a main business in fiberglass and its products [1] - The construction of the 300,000-ton second-phase production line will be carried out based on market conditions [1]

（请添加小编微信，后续会组建 相关微信群 ） 正文 主要内容： 电子布淡季超预期涨价，印证供给紧俏格局。 据卓创资讯，2026 年2 月4 日林州光远7628 布报价上涨0.55 元至5.40 元（+11%），国际复材7628 布涨0.55 元至5.20元（+12%），薄布亦涨0.60 元（+11%）。自今年年初以来电子布价格连续两次快速上调，涨价节奏明显加快、幅度显著扩大。尤其在传统淡季 背景下，此轮提价来得短促且凌厉，充分印证供给紧俏格局。 当下行业供给的核心矛盾在于中游织造环节，织布机短缺。 2026 年电子纱供需紧平衡（我们测算供给端+6.1% vs 需求端+6.6%），奠定了涨价基础；同 时，我们判断当前更核心的供给矛盾在于中游织造环节。 本报告重点剖析中游织布机短缺的成因，并对中期供需缺口进行定量测算。 AI驱动电子布薄型化趋势，对中游织造效率造成高密度与低转速的双重挤压。 AI 服务器及高速应用场景对Low-Dk、Low-CTE 等特种薄布的需求激增， 并带动配套薄型及超薄电子布用量提升，导致全行业产品结构变薄，织造效率下行。 从物理参数看，电子布越薄，其纬向密度越高，生产薄型布所需打入的纬纱根 ...