每经AI快讯，2月27日，沃尔核材(002130.SZ)公告称，2025年实现营业总收入84.51亿元，同比增长 22%；实现归属于上市公司股东的净利润11.35亿元，同比增长33.95%。报告期内，由于市场需求持续 提升，公司电子材料、通信线缆、电力产品以及新能源汽车产品收入均实现了不同程度增长，其中，通 信线缆与新能源汽车产品业务板块增速较快，主要原因是：通信线缆业务受益于数据通信等下游行业需 求的快速释放，相关产品市场需求显著增长，带动收入实现快速提升；新能源汽车产品业务则在产业政 策的持续推动下，保持着良好的增长态势。此外，公司通过不断提升自动化水平、提高生产效率等措施 实现降本增效；通过加大研发投入，持续优化产品结构，增强盈利能力。综上所述，受益于公司主营业 务收入增长及降本增效等措施的有效实施，公司归属于上市公司股东的净利润等盈利指标实现同比增 长。 ...

2月27日，A股三大指数涨跌不一。截至收盘，沪指涨0.39%报4162.88点，深成指跌0.06%报14495.09点，创业板指跌1.04% 报3310.3点。从板块行情上来看，今日表现较好的是稀土永磁、智慧政务、小金属概念和稀缺资源，而F5G概念、PCB和 CPO概念等板块下跌。 根据巨灵统计的数据，近30天（1.28-2.27）共有527只基金产品的基金经理发生离职。其中2.27日有17只基金产品发布基金 经理离职公告，涉及4名基金经理。从变动原因上来看，有1位基金经理是由于工作变动而从管理的1只基金产品中离职。有 3位基金经理是由于个人原因而从管理的16只基金产品中离职。 | | | 基金代码 | 公告日期 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 00609600 | 2026/2/27 | 20: | | | | 吴克 | 南方万国数据中心REIT | 508060 | 2026/2/27 | 2026/2/26 | 图版 | 个人原因 | | | 新华纯债添利债券发起A | 519152 | 2026/2/27 | 2026 ...

方邦股份发布业绩快报，2025年度实现营业总收入3.58亿元，同比增长3.79%；净利润亏损8534.93万 元，同比亏损减少629.34万元。报告期内，公司营业收入同比小幅增长，归属于上市公司股东的净利润 同比亏损收窄。 ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - The overall domestic and overseas macro - environment in China remains stable. Domestically, the approaching "Two Sessions" brings positive policy expectations that strongly support the market. Overseas, the planned visit of Trump from March 31 to April 2 and the potential Sino - US summit reduce the short - term possibility of trade risks. The risk preference of the equity market is expected to remain strong. It is recommended to continue holding long - term long positions in stock index futures [6] 3. Summary by Related Catalog 3.1 Macro - financial Data - DRO01 closed at 1.37, down 1.71bp from the previous value; DR007 closed at 1.48, down 2.31bp [3] - GC001 closed at 1.55, unchanged; GC007 closed at 1.59, down 0.50bp [3] - SHBOR 3M closed at 1.57, down 0.30bp; LPR 5 - year remained at 3.50, unchanged [3] - 1 - year treasury bond closed at 1.30, unchanged; 5 - year treasury bond closed at 1.54, down 0.20bp; 10 - year treasury bond closed at 1.79, down 2.10bp; 10 - year US treasury bond closed at 4.05, up 1.00bp [3] - The central bank conducted 320.5 billion yuan of 7 - day reverse repurchase operations with an operating rate of 1.40% yesterday. The bid volume, winning bid volume were both 320.5 billion yuan. With 400 billion yuan of reverse repurchases maturing, the net withdrawal on the day was 79.5 billion yuan [3] - In February, the LPR rate remained unchanged: the 1 - year LPR was 3.0%, and the 5 - year and above LPR was 3.5%. During the week after the Spring Festival holiday (February 24 - 28), 2.2524 trillion yuan of reverse repurchases will mature in the central bank's open market. Additionally, 300 billion yuan of MLF and 150 billion yuan of treasury cash fixed - term deposits will mature on February 25 [4] 3.2 Stock Index Futures Market - The CSI 300 closed at 4727, down 0.19%; IF current - month contract closed at 4712, down 0.4% [5] - The SSE 50 closed at 3035, down 0.65%; IH current - month contract closed at 3035, down 0.8% [5] - The CSI 500 closed at 8557, up 0.35%; IC current - month contract closed at 8537, up 0.1% [5] - The CSI 1000 closed at 8491, up 0.76%; IM current - month contract closed at 8443, up 0.4% [5] - The trading volume of IF was 85,824, down 19.3%; the open interest was 269,977, down 4.7% [5] - The trading volume of IH was 42,698, down 19.0%; the open interest was 105,405, down 3.3% [5] - The trading volume of IC was 114,851, down 9.6%; the open interest was 290,740, down 2.6% [5] - The trading volume of IM was 145,580, down 12.6%; the open interest was 357,540, down 4.0% [5] - The turnover of the Shanghai, Shenzhen and Beijing stock markets was 2.5568 trillion yuan, an increase of 75.6 billion yuan from the previous day. Industry sectors showed mixed performance, with electronic components, wind power equipment, communication equipment, power supply equipment, electronic chemicals, and power grid equipment sectors leading the gains, while film and television theaters, rare earths, insurance, and real estate development sectors leading the losses [5] 3.3 Stock Index Futures Premium and Discount Situation - IF premium/discount rates for current - month, next - month, current - quarter, and next - quarter contracts were 5.15%, 3.13%, 3.80%, and 4.24% respectively [7] - IH premium/discount rates for current - month, next - month, current - quarter, and next - quarter contracts were 0.26%, - 0.32%, 0.43%, and 2.23% respectively [7] - IC premium/discount rates for current - month, next - month, current - quarter, and next - quarter contracts were 3.84%, 3.60%, 4.90%, and 5.42% respectively [7] - IM premium/discount rates for current - month, next - month, current - quarter, and next - quarter contracts were 9.23%, 7.95%, 8.76%, and 8.78% respectively [7]

截至发稿，罗世锋累计任职时间11年98天，现任基金资产总规模37.22亿元，任职期间最佳基金回报 317.66%， 任职期间最差基金回报-20.4%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，诺德基金旗下1只基金重仓三环集团。诺德价值发现（012150）四季度持有股数69.05万股， 占基金净值比例为7.19%，位居第八大重仓股。根据测算，今日浮亏损失约229.93万元。 诺德价值发现（012150）成立日期2021年6月1日，最新规模4.39亿。今年以来收益9.6%，同类排名 2666/8891；近一年收益31.78%，同类排名2976/8137；成立以来亏损1.56%。 诺德价值发现（012150）基金经理为罗世锋。 2月27日，三环集团跌5.05%，截至发稿，报62.62元/股，成交14.25亿元，换手率1.19%，总市值1200.11 亿元。 资料显示，潮州三环(集团)股份有限公司位于广 ...

马年春节后，A股连阳两天，第三个交易日略有调整，窄幅震荡分化，但成交活跃度不错，杠杆资金热度较年前回暖。 2月26日，A股赚钱效应一般，结构性特征明显：2485只个股收涨，通信、电子、军工等科技股亮眼；电源设备下跌，有色、煤炭回调，但钢铁、化工仍 受青睐；大消费、传媒持续弱势。 受访人士告诉记者，A股当天行情主要是获利盘兑现与政策预期博弈共振的结果。行业轮动加速印证存量博弈特征，资金抢先布局通信、电子等科技主 线；地产消费走低暴露内需分歧，科技成长正从主题炒作转向业绩验证。预计3月底至4初中美关系观察窗口期，市场可能演绎震荡市中的反弹波段，而科 技新方向将是最佳机会。 两融余额增至2.65万亿元 早盘指数低开，全天窄幅震荡。截至收盘，沪指微跌0.01%报4146.63点，创业板指收跌0.29%报3344.98点，深证成指收红0.19%。沪深300、上证50、北证 50微跌，科创50收涨0.85%。 交易量能连续三个交易日放大，今日三市日成交额增加756亿元，达2.56万亿元。杠杆资金热度回暖，截至2月25日，沪深京两融余额增至2.65万亿元。 市场赚钱效应不强，个股涨跌互现。2485只个股收涨，涨停股78只； ...

公开网络信息显示，2025年前三季度公司营收同比增长43.07%，净利润同比增长46.97%，2025年归母 净利润预计9.8至10.2亿元，同比增长44.95%至50.87%；公司产品应用于数据中心、云计算、AI、5G （核心股）通讯、汽车电子等领域，当前这些领域需求旺盛；当日主力资金净流入1.33亿元，占总成交 额14.76%，连续3日获主力资金增仓，MACD指标近期形成金叉。 市场情绪方面，股吧单日讨论量激增，核心话题聚焦公司H股上市进展、业绩增长（核心股）持续性以 及算力（核心股）赛道业务布局。多方观点认为公司基本面扎实，国际化布局和募投项目推进有望打开 成长空间，叠加板块热度加持后续表现值得期待；空方观点则担忧当前估值较高，短期涨幅过大存在回 调风险，且H股上市仍存在监管审批不确定性。 建议投资者可多关注公司后续H股上市审批进展以及募投项目产能释放情况，结合自身风险承受能力理 性看待市场波动，切勿盲目跟风操作。 2026年2月26日，广合科技早盘高开后稳步攀升，9点42分触及涨停板且全程未打开涨停，最终收盘报 117.67元，当日涨幅10.00%，上涨金额约10.70元，全天换手率5.12%，成交量 ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 通信电子行业领涨 A 股震荡整固 ——市场分析 投资要点： ◼ A 股市场综述 相关报告 《市场分析：资源电池行业领涨 A 股震荡上 行》 2026-02-25 《市场分析：通信资源行业领涨 A 股震荡上 行》 2026-02-24 《市场分析：航天传媒行业领涨 A 股小幅上 行》 2026-02-10 联系人： 李智 电话： 0371-65585629 地址： 郑州郑东新区商务外环路10号18楼 地址： 上海浦东新区世纪大道 1788 号 T1 座 22 楼 证券研究报告-市场分析 发布日期：2026 年 02 月 26 日 周四（02 月 26 日）A 股市场冲高遇阻、小幅震荡整理，早盘股指高 开后震荡回落，盘中沪指在 4127 点附近获得支撑，午后股指维持震 荡，盘中电子元件、通信设备、电源设备以及电网设备等行业表现 较好；影视院线、旅游零售、保险以及房地产等行业表现较弱，沪 指全天基本呈现小幅震荡整理的运行特征。创业板市场周四震荡回 落，创业板成分指数全天表现弱于主板市场。 ◼ 后市 ...

Market Performance - The A-share market showed mixed performance with the Shanghai Composite Index down 0.01% at 4146.63 points, the Shenzhen Component Index up 0.19% at 14503.79 points, and the ChiNext Index down 0.29% at 3344.98 points [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 25,568 billion yuan, an increase of 756 billion yuan compared to the previous day [1] Sector Performance - The electronic components, wind power equipment, communication equipment, power supply equipment, electronic chemicals, and power grid equipment sectors saw the largest gains [1] - The film and television, rare earth, insurance, and real estate development sectors experienced the largest declines [1] Investment Insights - According to institutional views, the overall market trend remains upward, with resource stocks like energy metals, steel, and rare earths undergoing corrections while sectors like computing hardware and commercial aerospace are gaining traction [3] - Investors are advised to focus on low-entry opportunities in previously popular sectors after corrections, with a long-term view on high-growth areas such as semiconductors, consumer electronics, artificial intelligence, and robotics [3] Lithium Market Impact - Zimbabwe's Ministry of Mines announced a ban on lithium ore exports, which is expected to significantly impact lithium prices as 19% of China's lithium concentrate imports come from Zimbabwe [3][5] - Companies with lithium mining interests in Zimbabwe, such as Shengxin Lithium Energy and Yahua Group, have stated that they are currently assessing the impact of this ban on their operations [5] Nvidia Financial Performance - Nvidia reported record revenue for the fourth quarter and the entire fiscal year 2026, with fourth-quarter revenue reaching 68.1 billion USD, a 20% increase from the previous quarter and a 73% increase year-over-year [6] - The company's full fiscal year revenue was 215.94 billion USD, a 65% increase from fiscal year 2025, with net profit for the fourth quarter at 42.96 billion USD, up 94% year-over-year [6] - Nvidia's data center business was a significant driver of this growth, with expectations for first-quarter revenue in fiscal year 2027 projected at 78 billion USD [6]

2月26日，中瓷电子涨5.16%，截至发稿，报81.76元/股，成交6.36亿元，换手率2.35%，总市值368.78亿 元。 资料显示，河北中瓷电子科技股份有限公司位于河北省石家庄市鹿泉经济开发区昌盛大街21号，成立日 期2009年8月6日，上市日期2021年1月4日，公司主营业务涉及氮化镓通信基站射频芯片与器件、碳化硅 功率模块及其应用产品、电子陶瓷系列产品的研发、生产和销售等业务。主营业务收入构成为：电子陶 瓷材料及元件69.39%，第三代半导体器件及模块45.56%。 长城久祥混合A（001613）基金经理为刘疆。 截至发稿，刘疆累计任职时间6年325天，现任基金资产总规模2.15亿元，任职期间最佳基金回报 134.79%， 任职期间最差基金回报26.24%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓中瓷电子。长城久祥混合A（001613）四 ...