法尔胜公告称，公司股票于2026年2月13日、2月24日连续2个交易日收盘价格涨幅偏离值累计达 20.82%，属异常波动。经自查并向控股股东核实，不存在应披露而未披露的重要信息或重大事项，也 无处于筹划阶段的重大事项。前期披露信息无需更正补充，近期经营及内外部环境无重大变化，异常波 动期间控股股东等未买卖公司股票。公司提醒投资者，所有信息以指定媒体披露为准，注意投资风险。 ...

证券日报网讯2月24日，新朋股份（002328）在互动平台回答投资者提问时表示，公司的收入主要系直 接销售给客户，2024年销往欧盟的收入占比约1.20%。 ...

Group 1 - The core viewpoint of the article is that Tongyu Heavy Industry's wholly-owned subsidiary, Jinan Yake Institute, is engaged in the research, production, and sales of hard alloy and related products [1] - The company produces various products including diamond press top hammers, rods, shield cutter tools, and CNC metal cutting tools [1]

Core Viewpoint - Donghong Co., Ltd. (603856.SH) has received a bid notification confirming it as the winning bidder for a pressure steel pipe and accessories procurement project, with a bid price of 353 million yuan [1] Group 1 - The project will have a positive impact on the company's business growth and operational performance [1] - Successful contract signing and implementation are expected to enhance market expansion and brand influence [1]

经济观察网 根据法尔胜（000890.SZ）2026年2月24日的公开信息及股价表现（当日涨停价6.63元，涨幅 9.95%），公司应对退市风险的措施主要围绕资产出售、股东支持及财务优化展开，但风险仍未完全消 除： 公司项目推进 剥离非核心资产：公司拟以1.61亿元向香港贝卡尔特出售所持贝卡尔特钢帘线10%股权，交易完成后可 获现金回流，用于偿还债务及补充营运资金。标的公司2025年1-9月亏损4800万元，出售有助于剥离亏 损资产并减少年关联交易超3亿元，降低经营复杂性。 会计处理延缓冲击：该股权计入"其他权益工具投资"，出售对2025年经营成果无影响，但减少其他综合 收益1710.28万元；交易损益将延至2026年确认，短期内避免进一步恶化2025年净资产。 资金动向 2025年12月，控股股东法尔胜泓昇集团向公司无偿捐赠现金8500万元，直接增加净资产，用于缓解资不 抵债压力。截至2025年9月末，公司归母净资产为-554.31万元，若交易完成且未获捐赠，备考净资产将 降至-2264.58万元。 财务状况 持续经营能力待改善：2025年预计扣非净利润亏损6000万至9000万元（虽同比减亏），且前三季度 ...

Group 1 - The core point of the article is that Yangzi New Materials (SZ002652) reached its daily limit with a price of 4.57 yuan, reflecting a 10.12% increase and a total market capitalization of 2.34 billion yuan, driven by improved financial performance and investor relations [1] Group 2 - Yangzi New Materials specializes in the research, production, and sales of organic coating boards, primarily used in integrated circuit factories [1] - The company reported a narrowing of its net profit loss, with a year-on-year improvement in its main business loss ranging from 16.73% to 35.08%, indicating a positive trend in operational performance [1] - The company's revenue, after deductions, exceeded the safety line of 300 million yuan, alleviating market concerns regarding delisting [1] - Active investor relations efforts, including reception days, have enhanced transparency and investor confidence, while the controlling shareholder did not reduce holdings during stock price fluctuations, stabilizing market expectations [1] - Despite a conservative business expansion strategy and no engagement in popular sectors, the market is currently focusing on the improvement in operational conditions and risk reduction [1] - There appears to be an influx of funds into the stock due to the aforementioned positive factors, contributing to the stock price hitting the limit [1]

Core Viewpoint - The report indicates that despite a slight year-on-year decline in the procurement amount from the top five customers of Hars, particularly a significant drop of 21.3% from YETI, the overall outlook for Hars remains positive due to anticipated growth in supply amounts to YETI in 2026 and improvements in manufacturing capabilities [1] Group 1: Customer Performance - The procurement amount from Hars' top five customers in Q1-3 of 2025 decreased by 0.1% year-on-year, with YETI experiencing a notable decline of 21.3% [1] - YETI's overall revenue from cups and bottles is expected to decline only by 1% for the entire year, suggesting that the drop in procurement is primarily due to changes in order rhythm caused by supply chain shifts and a reduction in inventory levels, with Q4 inventory down by 6% year-on-year [1] Group 2: Future Growth Potential - Hars is expected to see significant growth in supply amounts to YETI in 2026, supported by YETI's own sales guidance [1] - The company's enhanced delivery capabilities in Thailand and accelerated new product development for Stanley, along with expansion into non-US markets, are likely to lead to a substantial increase in market share [1] Group 3: Brand Development and Profitability - Owala and Brumate are experiencing rapid growth, with both being core suppliers, and orders are expected to increase alongside customer growth in 2026 [1] - The company is focusing on multi-dimensional brand building, with OBM expected to continue high growth; signs of recovery in manufacturing outsourcing are evident, leading to gradual improvement in profitability [1] Group 4: Financial Projections - Following recent stock incentives and optimistic performance targets for employee shareholding, the projected net profit attributable to the parent company for 2025, 2026, and 2027 is estimated to be 70 million, 300 million, and 420 million respectively, with corresponding PE valuations of 61.2X, 14.5X, and 10.4X [1] - The report maintains a "buy" rating for the company based on these projections [1]

2月24日，隆达股份涨5.17%，截至发稿，报33.55元/股，成交1.40亿元，换手率1.74%，总市值82.82亿 元。 资料显示，江苏隆达超合金股份有限公司位于江苏省无锡市锡山区安镇街道翔云路18号，成立日期2004 年9月30日，上市日期2022年7月22日，公司主营业务涉及以高温合金板块为战略核心业务，辅以逐步收 缩优化的合金管材业务。主营业务收入构成为：高温耐蚀合金72.80%，合金管材22.45%，其他4.75%。 从隆达股份十大流通股东角度 截至发稿，宋海岸累计任职时间8年15天，现任基金资产总规模54.42亿元，任职期间最佳基金回报 209.99%， 任职期间最差基金回报-26.88%。 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，长信基金旗下1只基金位居隆达股份十大流通股东。长信国防军工量化混合A（002983）三 季度新进十大流通股东，持有股数415.86万股，占流通股的比例为 ...

格隆汇2月24日｜上大股份在互动平台表示，公司已与主要航天企业开展合作，成为高温合金等材料的 合格供应商，产品主要用于固体火箭发动机壳体、液体火箭发动机热端部件、火箭平衡舵轴等结构件和 其他航天器耐高温、高强度关键零部件的制造。公司参与了多型号相关航天发动机等装备所用特种合金 产品的试制验证和批产交付工作。 ...

2月24日，铂科新材涨5.12%，截至发稿，报81.15元/股，成交3.21亿元，换手率1.70%，总市值235.17亿 元。 国投瑞银新能源混合A（007689）基金经理为施成。 截至发稿，施成累计任职时间6年335天，现任基金资产总规模99.64亿元，任职期间最佳基金回报 198.55%， 任职期间最差基金回报-22.01%。 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 从铂科新材十大流通股东角度 数据显示，国投瑞银基金旗下1只基金位居铂科新材十大流通股东。国投瑞银新能源混合A（007689） 三季度持有股数217.52万股，持股数量与上期相比不变，占流通股的比例为0.92%。根据测算，今日浮 盈赚取约859.2万元。 国投瑞银新能源混合A（007689）成立日期2019年11月18日，最新规模20.36亿。今年以来收益1.38%， 同类排名6772/8994；近一年收益70.82%，同类排名535/81 ...