黄伟鹏现任广西钢联新材料集团副董事长兼财务总监、广西贺州鹏达新材料有限公司董事长。他持续推进不锈钢产业延链补链，主导投资8亿元建成不锈 钢卷板技改项目，实现全产业链升级，形成年处理废钢50万吨、年产不锈钢坯78万吨及不锈钢材100万吨的产能规模。 在与黄伟鹏亲切交谈中，彭代元详细了解企业生产经营情况，认真倾听企业发展中遇到的困难与意见建议，积极回应企业关切。他鼓励企业要坚定发展信 心，把握政策机遇，坚持创新驱动，依托现有优势深化技术研究、拓展产业布局，着力推动产业链延伸和产业集群化发展，促进科技创新与实体经济深度 融合，持续提升核心竞争力，加快实现满产达产，为贺州"十五五"良好开局贡献更大力量。同时，希望黄伟鹏继续发扬敢闯敢试、锐意进取的精神，立足 岗位、奋发作为，切实将干事热情转化为推动企业发展的实际成效。他要求，各级有关部门要持续优化营商环境，完善企业服务机制，构建亲清政商关 系，切实做到"企业少跑腿、服务多上门"，为企业发展保驾护航。 黄伟鹏对市委、市政府长期以来的关心支持表示感谢。他表示，在新的一年里，将大力弘扬企业家精神，积极融入全市发展大局，充分发挥自身优势，抢 抓新发展机遇，持续做强主业、做优品 ...

英国《金融时报》13日援引知情人士的话报道，特朗普政府正在审查受关税影响的钢铝产品清单，计划 对部分产品减免关税，并暂停扩大征税清单。美国商务部和贸易代表办公室一些官员认为，关税推高了 罐装食品和饮料等商品价格，损害了消费者利益。一些贸易官员还认为，相关关税政策"过于复杂而难 以执行"，需简化。 美国财政部长贝森特当天接受美国消费者新闻与商业频道采访时未否认可能调整钢铝产品关税，但表示 最终决定权在美国总统。 不过，特朗普的贸易和制造业高级顾问彼得·纳瓦罗则称，相关报道"毫无根据"。路透社援引一名白宫 官员的话说，美国政府正实施"灵活且细化的关税政策"，以促进钢铁、铝及其他产品在美国本土的生 产。这名官员强调，除非政府正式宣布，"否则有关目前关税制度将发生变化的报道均属无根据的猜 测"。 新华社北京2月14日电新闻分析｜美政府或削减钢铝关税？ 多家美国媒体日前纷纷报道，特朗普政府正考虑削减部分钢铝产品关税，缓解美国民众对物价上涨的担 忧，为即将到来的中期选举"铺路"。 由于关税推高美国国内物价压力，美国政府已多次调整此前加征关税政策或推迟提高关税的计划，涉及 产品包括农产品、进口软体家具、厨房橱柜和浴室柜等。 ...

近期，市场传闻美国考虑降低部分钢铝商品的关税，对此，摩根士丹利称，即使关税调整确实发生，其 影响范围也极为有限。 研报指出，大摩认为，在钢铁领域，长材钢生产商（如CMC和Gerdau NA）受影响程度低于扁平钢生产 商（如STLD、NUE和CLF）。最重要的是，这一潜在政策调整并不意味着15%铜关税的可能性降低。 钢铝关税政策演变：从25%到50%的激进路径 研报称，美国的钢铝关税政策经历了快速升级。 2025年初，美国对钢材、铝材及其衍生产品实施了25%的关税，到6月份这一税率翻倍至 50%。 8月份，政府进一步将约400个海关编码纳入关税清单，将关税范围扩大到众多制成品——这 些商品中所含的铝或钢将面临50%关税，而商品的其余部分则按原产国的对等关税税率征 税。 值得注意的是，美国企业也积极游说将更多商品纳入关税清单。据媒体报道，床垫、蛋糕模具和自行车 制造商都曾申请对相关产品加征额外关税。大摩表示，这一机制使得受关税影响的商品清单不断扩大， 增加了海关清关的复杂性和企业成本。 据研报，此次传闻中的政策调整似乎旨在缩小受关税影响的产品清单，重点关注消费者负担能力。然 而，大摩强调，这并不意味着对初级金属关 ...

2月14日，据中国钢铁工业协会消息，2026年2月上旬，重点统计钢铁企业钢材库存量1511万吨，环比上 一旬增加40万吨，增长2.7%；比年初增加97万吨，增长6.9%；比上月同旬增加7万吨，增长0.5%；比去 年同旬减少110万吨，下降6.8%，比前年同旬减少102万吨，下降6.3%。 （来源：财闻） 环比上一旬增加40万吨，增长2.7%。 ...

关联交易情况 公司预计与鞍钢集团及其下属企业发生的日常关联交易总金额为412.46亿元，占最近一年度经审计归属 于上市公司股东净资产的347%，交易内容涵盖采购原材料、销售商品等，定价遵循市场化原则。该事 项已通过董事会审议。 重组进展 公司自2023年6月披露资产置换预案后，目前正在对交易方案的可行性与合规性进行审慎论证，因可能 导致关联销售比例大幅增加，事项仍存在不确定性，公司将根据进展及时履行信息披露义务。 经济观察网本钢板材（000761）近期关联交易预计金额巨大，资产置换方案仍在论证，同时公司预告 2025年业绩亏损但同比减亏。 可转债即将到期，公司表示将通过市值管理、降本增效、拓展融资渠道等方式提升上市公司质量，并做 好到期兑付准备。 业绩经营情况 公司已发布业绩预告，预计2025年归属于上市公司股东的净利润亏损38.3亿元，同比减亏23.97%，正式 年报尚待披露。 以上内容基于公开资料整理，不构成投资建议。 可转债终止发行 ...

经济观察网 河钢资源（000923）于2026年2月11日接受机构调研时披露，受南非异常强降雨影响，井下 生产暂时停产，铜矿二期配套的六号破碎机项目施工进度受阻，原定2026年三季度投入使用的计划预计 延期。公司强调未发生人员伤亡或重大安全事故，正全力评估恢复情况，但达产时间可能延迟。此事件 可能对短期生产效率和项目推进产生负面影响。 机构观点 机构最新市场观点（截至2026年2月14日）显示，河钢资源舆情偏中性，机构评级以中性为 主，综合目标价24.80元，较当前价存在负向空间。2025年预测净利润同比增长66.02%，但铜二期延期 可能影响2026年增长预期。调研中公司强调分红政策将保持稳定，结合盈利和现金流综合制定。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势 近7个交易日（2026年2月9日至13日），河钢资源股价区间振幅达7.04%，最新收盘价（2 月13日）为23.30元，单日跌2.71%，但5日累计涨0.60%。资金流向显示2月13日主力净流入约2899万 元，散户资金呈净流出态势。同期钢铁板块整体下跌，该股表现略优于行业平均水平。 财报分析 根据2025年三季报（发布于2026年 ...

Company Performance - On February 13, 2026, Jiuli Special Materials (002318) experienced a stock price decline of 4.16%, closing at 34.06 yuan, while the steel sector dropped by 2.46% and the special steel sector fell by 3.05% [1][2] - The stock price reached a new high of 35.98 yuan on February 12 before declining, breaking below the 5-day moving average of 34.57 yuan but remaining above the 20-day moving average of 33.20 yuan [1] - The company's net profit for the first three quarters of 2025 increased by 20.73% year-on-year, but forecasts indicate a potential decline of 5.08% in net profit for 2026 [4] Industry Context - The overall A-share market saw major indices decline, with the Shanghai Composite Index down 1.26% and the Shenzhen Component Index down 1.28%, influenced by macroeconomic expectations [2] - Despite Jiuli Special Materials' solid fundamentals, the company was affected by negative sentiment in the steel sector [2] Market Sentiment - On February 13, the net inflow of main funds was 830,800 yuan, but there was a net outflow of 6,656,600 yuan from large orders, indicating a divergence in fund flows and differing institutional views on short-term valuations [3] - The company's price-to-earnings ratio (TTM) was 19.50 times, and the price-to-book ratio was 4.08 times, which, while lower than some high-temperature alloy peers, is still at a relatively high level historically for the company [5] Future Outlook - The comprehensive target price set by institutions is 40.00 yuan, suggesting a potential upside of 17.44% from the current price, indicating limited short-term valuation recovery potential [5] - Investors are advised to monitor the progress of the company's high-end production capacity release and the disclosure of the 2025 annual report [5]

Recent Events - The company approved a hedging business plan for 2026 with a maximum guarantee amount of 900 million RMB to hedge against price fluctuations of raw materials and finished products [2] - The board also approved the public transfer of certain equipment assets from the seamless steel pipe plant to optimize resource allocation and enhance the value of existing assets [3] Performance Outlook - The company announced an estimated net loss of approximately 4.077 billion RMB for 2025, representing a year-on-year reduction in losses of 42.75%. This estimate is preliminary and will be confirmed in the upcoming audited annual report [4] Stock Performance - On February 11, 2026, the company's stock price rose to 2.59 RMB, with a daily increase of 1.57%. There has been a net inflow of main funds for two consecutive days, indicating a short-term market sentiment boost due to the anticipated reduction in losses. However, the overall industry supply-demand situation has not fundamentally improved, and the company remains in a loss position [5]

Group 1: Humanoid Robots in Shenzhen - Shenzhen-based company, Yuejiang Technology, has developed a humanoid robot capable of serving popcorn in cinemas, working up to 14 hours a day and selling over 1,000 cups daily without errors [1][2] - The robot's development faced challenges in coordination of its "eyes, brain, and hands," requiring precise environmental recognition and decision-making [1][2] - Yuejiang Technology has achieved a 90% self-research rate for key components and a 100% localization rate, marking a significant milestone in the humanoid robot industry in Shenzhen [2] Group 2: Green Chemical Innovations in Shanghai - Shanghai-based Kubei Chemical has developed a method to recycle waste wind turbine blades, turning epoxy resin into renewable materials and separating carbon fibers [3][4] - The company’s innovative approach addresses the global issue of wind turbine waste, which has traditionally been managed through environmentally harmful methods [3][4] - Kubei's recyclable epoxy resin has been recognized by the Ministry of Industry and Information Technology and has led to the production of the world's first recyclable carbon fiber blades [4] Group 3: Intelligent Manufacturing in Suzhou - Hengtong Optical Technology in Suzhou has implemented a digital factory utilizing AI and 5G technology, significantly reducing the need for manual labor in fiber production [5][6] - The factory's intelligent manufacturing control center manages the entire production process, ensuring efficiency and adaptability to environmental changes [6] - By 2025, Suzhou aims to achieve an industrial output value of 4.9 trillion yuan, with Hengtong exemplifying the city's embrace of AI in manufacturing [6] Group 4: Steel Industry Transformation in Rizhao - Rizhao Steel has adopted advanced ESP technology, reducing energy consumption by over 70% and CO2 emissions by 80% in steel production [12][13] - The company has established multiple innovation centers to overcome technological monopolies and enhance production efficiency [12][13] - AI technology has been integrated into the steel manufacturing process, improving operational efficiency and reducing human error [13] Group 5: Data Center Development in Ningxia - Ningxia Zhongwei has become a hub for data centers, with significant investments leading to the establishment of a robust infrastructure capable of handling massive data processing tasks [14][15] - The region's favorable climate allows for energy-efficient cooling solutions, reducing energy consumption by over 60% compared to traditional methods [14][15] - By 2025, the data center cluster in Zhongwei is expected to support a substantial increase in the information technology service industry [15] Group 6: Smart Manufacturing in Shanxi - Tianbao Technology in Shanxi has modernized its flange manufacturing process through digital and intelligent systems, significantly increasing production efficiency [17][18] - The company has achieved an 80% rate of CNC equipment utilization, enhancing the precision and monitoring of production processes [18] - The local government supports innovation and collaboration among enterprises to foster a new quality of production in traditional industries [18] Group 7: Intelligent Mining in Guizhou - The mining industry in Guizhou is undergoing a transformation with the introduction of intelligent machinery, improving safety and efficiency in coal extraction [19] - The implementation of smart monitoring systems allows for real-time data analysis and remote control of mining operations, enhancing operational safety [19] - Guizhou's initiative to upgrade coal mining technology aims to shift the industry's perception from hazardous to innovative and efficient [19]

Core Viewpoint - The monitoring of market prices for 50 important production materials in China shows a mixed trend, with 28 products experiencing price increases, 20 seeing declines, and 2 remaining stable in early February 2026 compared to late January 2026 [2]. Group 1: Price Changes in Major Categories - In the black metal category, prices for rebar, wire rod, and ordinary medium plates decreased by 0.3%, 0.4%, and 0.2% respectively, while seamless steel pipes remained unchanged [4]. - In the non-ferrous metal category, electrolytic copper saw a price increase of 0.3%, while aluminum ingots and lead ingots decreased by 2.8% and 2.4% respectively [4]. - Chemical products like sulfuric acid and ethanol experienced price increases of 3.3% and 2.7%, while caustic soda and acetic acid saw declines of 2.4% and 4.4% respectively [4]. Group 2: Energy and Coal Prices - In the petroleum and natural gas sector, liquefied natural gas prices fell by 0.8%, while liquefied petroleum gas and gasoline prices increased by 0.3% and 0.9% respectively [4]. - Coal prices showed mixed results, with anthracite coal increasing by 0.7% and coking coal decreasing by 1.0% [4]. Group 3: Agricultural Products and Fertilizers - Among agricultural products, prices for rice and wheat increased by 0.1% and 0.3%, while cotton prices decreased by 0.6% [5]. - Fertilizer prices also varied, with urea increasing by 1.2% and potassium fertilizer rising by 0.5% [5]. Group 4: Monitoring Methodology - The price monitoring includes a comprehensive range of 50 products across 9 categories, covering over 300 markets and nearly 2000 businesses nationwide [7][8]. - The methodology involves various data collection techniques, including on-site price collection and electronic inquiries [8].