碳足迹，是指由个人、组织、事件或产品直接和间接造成的温室气体排放总量，通常以二氧化碳当量表 示，可分为国家碳足迹、城市碳足迹、组织碳足迹、企业碳足迹、家庭碳足迹、产品碳足迹以及个人碳 足迹。 在各类碳足迹中，产品碳足迹是应用最广的概念。产品碳足迹指的是产品的整个生命周期，包括从原材 料的生产、运输、分销、使用到废弃等流程所产生的碳排放量总和，是衡量生产企业和产品绿色低碳水 平的重要指标。 登录新浪财经APP 搜索【信披】查看更多考评等级 加快提升工业产品碳足迹管理水平，建立健全碳足迹管理体系，是促进工业绿色低碳转型的重要途径。 近日，工业和信息化部、生态环境部、国家发展改革委、市场监管总局4部门联合发布了第三批73项工 业产品碳足迹核算规则团体标准推荐清单，涵盖石化、钢铁、有色、建材等13个重点行业。 专家认为，清单聚焦市场需求迫切、减排贡献突出、产业链关联性强、供应链带动作用明显，以及国际 贸易量大的产品领域，将为支撑完善我国产品碳足迹管理体系、助力实现"双碳"目标发挥重要作用。 规范排放管理 确定产品碳足迹是减少企业碳排放行为的第一步。对于企业而言，有助于企业真正了解产品对气候变化 的影响，并由此采取可行 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002596 证券简称：海南瑞泽 公告编号：2026-008 海南瑞泽新型建材股份有限公司 关于股东股份第二次司法拍卖流拍的公告 公司将持续关注上述司法拍卖事项的进展情况，并按照法律法规等的要求，真实、准确、完整、及时地 履行信息披露义务。 公司郑重提醒广大投资者：《证券时报》《证券日报》《上海证券报》《中国证券报》以及巨潮资讯网 （www.cninfo.com.cn）为公司选定的信息披露媒体，公司所有信息均以在上述媒体披露的信息为准， 敬请广大投资者理性投资，注意风险。 特此公告。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 根据淘宝网司法拍卖网络平台显示的拍卖结果，2026年2月14日10时至2026年2月15日10时止所进行第二 次司法拍卖的大兴集团持有的15,002,742股公司股份因无人出价已流拍。 二、其他相关事项说明 1、截至本公告披露日，大兴集团持有公司股份15,002,742股，占公司总股本的1.31%，其所持上述公司 股份仍处于司法冻结状态。本次流拍的股份后续是否会被相关法院继 ...

A股马年首个交易日迎来普涨，多数核心指数的涨幅都在1%～2%。从2010年以来的统计数据来看，春节假期过后，A股短期实现"开门红"的概率较高。 不过，今年春节假期期间，在港股市场大热的AI大模型、机器人，以及假期数据不错的消费板块今天在A股"意外"遇冷，真正领跑的却是石化、建材、基础 化工、有色金属、煤炭、钢铁等一众"老登"资产。 券商：春季行情仍将延续 今日，A股市场呈现普涨格局，多数核心指数的涨幅都落在1%-2%的区间，其中上证指数上涨 0.87%，收于 4117.41 点，重回 4100 点上方。相比之下，科技 板块走势相对偏弱，科创50、科创100指数分别下跌0.34%、1.55%。 | 指数 | T-20 | T-10 | T-5 | T+5 | T+10 | T+20 | T+ | | --- | --- | --- | --- | --- | --- | --- | --- | | 万得全A | -1.10% | 0.41% | 1.43% | 1.77% | 2.71% | 4.06% | 4.83 | | 上证指数 | -0.86% | 0.44% | 1.01% | 1.04% | 1.6 ...

摘要 建筑业新签合同总额去年同比下降 6.6%至 31.5 万亿元，但八大央企市 占率逆势提升约 10 个百分点，达到 51%，上游材料商市占率提升可能 更为显著，行业正经历供给出清和业务重组。 尽管建筑总需求大幅增加难度大，但结构上"两栋"项目比例上升，利 好头部央国企及其合作的头部材料商。今年作为"十五"开局之年，重 大项目资金倾斜，专项债提前下达，施工工作量有望由负转正。 有色金属方面，春节期间海外金属价格普遍上涨，带动国内有色金属股 票走强。尽管美联储鹰派会议纪要压制贵金属价格，但伊朗局势紧张提 供上涨催化，有色板块短期调整后具备基本面支撑，能源金属标的值得 关注。 煤炭行业，印尼减产计划仍在落实，国内春节后淡季可能继续推进减产。 春节前价格倒挂导致海外进口煤减少，国内供应量下降。港口库存低于 去年同期，电厂、钢厂、焦化厂或面临补库行情，看好节后国内煤炭价 格上涨。 春节期间，多地试点国企收购存量商品房用于保障性租赁住房，新房市 场开发商推出优惠活动。重点城市二手房成交稳中有升，但需观察元宵 周期板块节后开工及行情展望 20260223 节后数据。地产板块总体仍需摸底，看好现金流稳健的商管类公司及基 ...

Summary of Conference Call Records Industry Overview - The conference call primarily discusses the A-share market in China, focusing on market trends, sector performance, and investment opportunities post-Chinese New Year [1][2][3]. Key Points and Arguments Market Performance and Trends - The A-share market exhibited a strong oscillation pattern before the Chinese New Year, with the Shanghai Composite Index peaking at 4,142 points, aligning with the expected range of 4,000 to 4,150 points [2][3]. - Major indices failed to break above the 5-week moving average due to large funds suppressing market movements, indicating a preference for maintaining a range-bound market rather than a rapid upward trend [3][5]. - The market is currently in an ABC adjustment structure, with the B phase ongoing, suggesting that a clear upward movement is unlikely until the C phase is completed [9][14]. Sector Performance - Sectors that performed well before the holiday include technology growth, computing, electronics, media, and telecommunications, which are closely related to the mainstream market trends since September 24, 2022 [4]. - The consumer sector, particularly retail and general consumption, saw significant capital outflows, reflecting a lack of investor confidence in economic recovery [7]. - The food and beverage sector is not expected to experience a major upward trend, with a clear bearish pattern observed [8]. Investment Opportunities - Short-term investment strategies are recommended, focusing on sectors with lower price levels and potential for quick gains, such as brokers, building materials, and banks [20]. - The technology growth sector, including AI applications and robotics, may present localized investment opportunities, but significant upward trends are not anticipated [18]. - The first quarter of 2026 may see the non-ferrous metals sector forming a significant bottom, with a notable increase in the index by 97.5 points in 2025 [21]. Market Sentiment and Future Outlook - The market is expected to maintain a high-risk preference in the short term, with potential for continued focus on technology growth sectors, although caution is advised due to the last trading day before the holiday [6][15]. - New funds are advised to wait for clearer investment opportunities post-March, as the current environment does not favor long-term investments [19][16]. - The overall market structure is likely to remain balanced, with a mix of growth and value styles emerging [30]. Other Important Insights - The recent appreciation of the RMB, surpassing 6.89, is seen as beneficial for the A-share market, supporting a positive outlook for capital markets [11]. - The upcoming political events, such as the two sessions in March, are anticipated to provide clearer investment signals [16]. - The historical context of spring market movements suggests a potential for short-term volatility, but with a cautious approach to avoid chasing high prices [28][31]. This summary encapsulates the key insights from the conference call, providing a comprehensive overview of the current state and future outlook of the A-share market and relevant sectors.

证券日报网讯2月24日，宁夏建材（600449）在互动平台回答投资者提问时表示，截至2026年2月10日公 司股东户数27027户。 ...

证券研究报告 | 策略点评 2026 年 02 月 24 日 策略点评 证券分析师 程强 资格编号：S0120524010005 邮箱：chengqiang＠tebon.com.cn 翟堃 资格编号：s0120523050002 邮箱：zhaikun＠tebon.com.cn 高嘉麒 资格编号：S0120523070003 邮箱：gaojq＠tebon.com.cn 研究助理 1）股票市场：马年开门红，超 4000 家上涨 放量上涨，上证重回 4100。今日 A 股市场迎来马年"开门红"，三大指数集体上 涨，其中上证指数上涨 0.87%，收于 4117.41 点，重回 4100 点上方；深证成指上 涨 1.36%，收于 14291.57 点；创业板指上涨 0.99%，收于 3308.26 点。全市场上 涨个股 4003 家、下跌个股 1388 家，成交额 2.22 万亿，较上一交易日放量 11%。 市场赚钱效应集中于顺周期板块，科技成长内部呈现"硬件强、应用弱"特征。 图 1：市场放量上涨 资料来源：Wind，德邦研究所 顺周期领涨，消费与 AI 应用回调。今日市场板块呈现显著分化，顺周期相关领涨 行业板块， ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 通信资源行业领涨 A 股震荡上行 ——市场分析 相关报告 《市场分析：航天传媒行业领涨 A 股小幅上 行》 2026-02-10 《市场分析：成长行业领涨 A 股震荡上行》 2026-02-09 《市场分析：电池电子行业领涨 A 股先抑后 扬》 2026-02-06 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 24 日 投资要点： ◼ A 股市场综述 周二（02 月 24 日）A 股市场跳空高开、小幅震荡上行，早盘股指高 开后震荡回落，盘中沪指在 4105 点附近获得支撑，随后股指企稳回 升，盘中煤炭、石油、贵金属以及通信设备等行业表现较好；影视 院线、旅游零售、软件开发以及游戏等行业表现较弱，沪指全天基 本呈现小幅震荡上扬的运行特征。创业板市场周二震荡上行，创业 板成分指数全天表现强于主板市场。 ◼ 后市研判及投资建议 ...

Core Viewpoint - The spring market excitement for 2026 has partially shifted to January, with a round of growth style realization before the festival, combined with regulatory easing and significant ETF outflows. It is expected that the overall index in February will mainly fluctuate, with a stronger performance anticipated after the festival. In this environment, a "structure-first, index-second" approach may be more suitable [1][8]. Group 1: Investment Focus Areas - **Technology Growth: AI + Humanoid Robots**: Focus on midstream components (gear reducers, servo motors, sensors, actuators), core materials, and some main body manufacturers. The resonance between the Spring Festival Gala and overseas world model progress may lead to a shift from "event-driven" to "scene landing" throughout the year. The computing chain includes storage chips, optical modules, PCB/IC substrates, and data center distribution and liquid cooling in power equipment, directly supporting the capital expenditure expansion of overseas cloud vendors. It is recommended to focus on large-cap leaders and some high-growth niche leaders while controlling overall valuation and position concentration to prevent short-term crowded trades and overseas volatility-induced pullbacks [2][9]. - **Cyclical Price Increases: Oil, Petrochemicals + Non-ferrous Metals + Building Materials/Chemicals**: Due to the rebound in oil prices and bulk commodity prices, marginal improvement in PPI, and the rhythm of the "14th Five-Year Plan" infrastructure commencement, it is suggested to pay attention to oil, petrochemicals, and oil and gas services. Additionally, focus on non-ferrous metals like copper and aluminum, steel building materials, and some chemical products with more sustainable price increases [3][10]. - **High Dividend Yield: Banks + Energy + Telecom/Public Utilities**: Before the festival, A-shares showed a clear preference for dividend and defensive sectors due to external disturbances and regulatory easing, with banks and food and beverage sectors being favored. After the festival, it may be beneficial to continue using high-dividend sectors like banks, energy, telecom, and public utilities as a base, which can hedge against overseas volatility and geopolitical risks while providing stable absolute returns in the context of macroeconomic stabilization and strong dividend yield and valuation attractiveness [4][11]. - **Domestic Consumption: Automotive Chain + Home Appliances + Travel Consumption**: Supported by the old-for-new policy and Spring Festival consumption data, the automotive and automotive electronics, home appliances, and white goods components benefit from the old-for-new policy and sales recovery. In the context of rising external demand and tariff uncertainties, these consumption directions, which are mainly driven by domestic demand and are policy-friendly, may exhibit both defensive and offensive characteristics [5][12].

中国建材（03323）午前股价上涨7.23%，现报6.82港元，成交额2.90亿港元。 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60.24%、中国巨石29.22%股权。 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）午前股价上涨7.23%，现报6.82港元，成交额2.90亿港元。 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60.24%、中国 ...