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 ...

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。 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60.24%、中国巨石29.22%股 权。 智通财经APP获悉，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。 ...

2月24日，A股迎来马年首个交易日，三大指数全线上涨：上证指数高开1.15%，深证成指高开1.52%，创业板指高开1.7%。有色金属、油气、算力等板块 指数涨幅居前。 对于节后走势，多家券商机构表示乐观。"随着一系列条件的满足和不确定性因素的落地，建议大家重整旗鼓，备战马年的第一波上涨周期。"广发证券策 略首席分析师刘晨明认为。 中国银河证券策略首席分析师杨超也表示，春节假期后，在政策预期、流动性支持与产业趋势催化下，市场震荡上行概率较大，未来一段时间A股市场或 以政策催化为核心驱动力，资金将围绕政策导向的产业主线与主题机会展开博弈，呈现"政策热点轮动、风格切换快速"的特征。 兴业证券经济与金融研究院策略研究首席分析师张启尧认为，对于A股而言，节前A股跟随海外资产调整后已释放了一定的风险，节后A股即将进入一段 高胜率窗口，继续看好A股节后迎来新一轮上行。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4129.13 | 14313.86 | 1830.15 | | +47.06 +1.15% +213.67 +1.52% ...

查公司 | 查老板 查关系 查风险 | | 在用的 商业 查 询 工 具 东方雨虹绿色建材科技（广西）有限公司 × 国家中小企业发展子基金旗下机构 | | --- | --- | | 基本信息 4 | 法律诉讼 经营风险 经营信息 | | 工商信息 ● | | | 工商信息 历史工商信息0 | | | 企业名称 | 东方雨虹绿色建材科技（广西）有限公司 | | 法定代表人 | 登记状态 ② 存變 李勇 怒关联企业 11 Khi- | | | 成立日期 2026-02- | | 统一社会信用代码 2 | 91450100MAK70BJ78Q 注册资本 2 6000万人 | | 工商注册号 | 450112000494114 纳税人识别号 2 91450100 | | 营业期限 | 2026-02-14 至 无固定期限 纳税人资质 | | 亚亚美型 | 有限责任公司(非自然人投资或控股的法 石墨及其代 国标行业 | | | 人独资) റി | | 参保人数 | 英文名称 | | | 南宁市市场监督管理局经济技术开发区 | | 登记机关 | 注册地址 2 南宁市经 分局 | | | 一般经营项目：新材料技术推广服务 ...

该场招聘会由金水区人力资源和社会保障局、金水区东风路街道办事处联合河南123人才网共同举 行。招聘对象主要为青年人才、高层次人才、应往届高校毕业生、离校未就业青年、转岗求职青年、技 能型青年人才等急需就业群体。重点参会企业涉及金融、生物化工、环保科技、教育培训、机械制造、 精密电子科技、智能数字化、旅游、文化传媒、法律、酒店餐饮、汽车、物流、医疗、农牧、建材、食 品等多个行业。招聘岗位涵盖大部分专业类别，岗位集中在软件开发、管培生、新媒体运营、电子商 务、外贸、技术研发、项目管理、行政、设计、财务、工程师、主播、律师、市场营销、实习生等，提 供岗位11800余个。 记者昨日从金水区人力资源和社会保障局获悉，正月初九（2月25日）上午，2026河南省"迎新春· 万岗进万家"首场招聘会将在智汇城一楼大厅举办。 ...

Core Viewpoint - The probability of a positive market opening in the A-share market is high, supported by historical data and upcoming policy expectations [3]. Group 1: Market Trends - The first trading day of the Year of the Horse is approaching, with mixed sentiments in the market. While the Hang Seng Technology Index has risen by 3%, certain sectors like robotics and AI have seen declines [1]. - Historical data shows a 60% chance of an increase on the first trading day after the holiday, rising to 70% over the next five days and remaining at 70% over ten days [3]. Group 2: Sector Focus - There has been a shift in investment from high-valuation technology stocks to defensive sectors like banking and food and beverage prior to the holiday, indicating a "pre-holiday risk aversion" [4]. - Post-holiday, there is an expectation for funds to return to growth sectors with industrial catalysts and performance support, particularly in technology and domestic demand [4]. - Key areas of focus include technology growth stocks with solid orders and performance, such as core components in computing and robotics, as well as domestic demand sectors like chemicals, non-ferrous metals, and construction materials, which may experience a "value return" this year [5]. Group 3: Investment Strategies - Recommendations include reviewing current holdings, particularly those without performance backing, and adjusting positions during market rebounds [6]. - Investors are advised not to chase high openings and to look for buying opportunities during market fluctuations [7]. - Establishing a dual strategy focusing on technology growth and domestic demand is suggested for a more stable investment approach [7].

Group 1 - The core investment theme post-Spring Festival revolves around "price increases" and "revaluation of physical assets," particularly in resource, chemical, and midstream manufacturing sectors, leveraging China's pricing power amid global uncertainties [1][2] - The technology sector, particularly driven by AI, remains a key focus, with sub-sectors like computing power, applications, and robotics expected to remain active due to industrial catalysts [1][2] - The recovery of export chains, non-bank financials, and certain consumer and real estate chains are seen as important supplements to market trends under the backdrop of internal and external demand recovery [1] Group 2 - CITIC Securities emphasizes that price increases are a core configuration clue for Q1, with a focus on sectors like chemicals, non-ferrous metals, power equipment, and new energy, while also increasing exposure to undervalued insurance and brokerage stocks [2] - Historical data indicates that February and the period around the Spring Festival are strong for market movements, with small-cap stocks showing a 100% probability of rising from the Spring Festival to the Two Sessions [3] - Guojin Securities highlights the importance of balancing global physical assets against Chinese assets, recommending commodities like copper, aluminum, and oil, as well as sectors with global comparative advantages like equipment exports and domestic manufacturing [4] Group 3 - Industrial sectors experiencing structural price increases due to supply-demand gaps are primarily in midstream materials and manufacturing, with a focus on chemicals, steel, and high-end manufacturing [5] - The potential for recovery in the export chain is noted, particularly in industries with significant exposure to the U.S. market that will benefit from reduced tariffs [5] - The policy uncertainty surrounding tariffs and trade is expected to favor gold as a risk hedge, with market participants anticipating potential shifts in U.S. trade policy [6] Group 4 - Attention is drawn to the post-holiday inventory replenishment in commodities, with a continued positive outlook on technology applications, particularly in semiconductors and AI [7] - Quantum technology is highlighted as a sector receiving dual catalysts from policy and technological advancements, with significant developments in quantum key distribution networks [8] - The AI industry revolution is identified as a key investment theme, focusing on computing power, storage, and applications, with a strong emphasis on the performance of high-growth sectors [9] Group 5 - Localized opportunities are expected in AI applications linked to overseas trends and robotics associated with the Spring Festival, with a cautious approach to market movements anticipated [10] - The current bull market logic remains intact, with a recommendation for investors to maintain confidence despite short-term volatility, focusing on sectors with high securities ratios [11]

Group 1 - The A-share market is expected to continue its spring rally in 2026, driven by policy guidance and industry trends, with a focus on technology and resource sectors [1][3] - The market sentiment is currently strong, with limited adjustment pressure, and the potential for a rebound in market indices post-Spring Festival [2][3] - The AI sector is highlighted as a key investment opportunity, with expectations for significant advancements and commercialization in 2026 [3][4] Group 2 - Resource sectors, including chemicals and precious metals, are gaining attention from institutions, particularly due to rising international prices for gold and oil [4][5] - The geopolitical situation may provide a short-term boost to oil prices, while precious metals are seen as a safe haven for investors [5][6] - The upcoming peak season for industrial production and construction in March and April is expected to validate price increases and influence market trends [6]

- The report does not contain specific quantitative models or factors, nor does it provide detailed construction processes, formulas, or backtesting results for any quantitative models or factors. The content primarily focuses on market analysis, investment opportunities, and thematic discussions such as AI technology and price increase logic[2][3][10][11][12][13]

经济观察网 根据公开信息，淮北绿金股份（02450.HK）在2026年2月23日出现股价异动，单日下跌 4.52%，收盘报3.80港元，振幅达7.04%。此次异动可能受以下因素影响： 股价情况 当日股价开盘后触及4.01港元的高点（接近布林带上轨4.145港元），但随后回调至3.73港元低点。 MACD柱状图转负（-0.016），KDJ指标中J值高达90.096，显示短期超买后出现技术性回调。 资金动向 业务进展情况 公司于2025年11月与深圳凤凰股份合作公司签署三年期战略协议，探索物业管理、资产运营等领域的合 作，但协议具体落地进展尚未公告。此外，2025年12月控股股东层面完成重组（淮北弘建建筑工程更名 为兴淮控股并划转至国资委），但未涉及上市公司直接业务变化。 公司基本面 2025年中期报告显示公司营业收入1.27亿元，同比增长14.9%，但归母净利润仍亏损280万元（同比减亏 63.7%）。当前市盈率（TTM）为负值（-53.56），反映盈利压力尚未根本改善。 综上，此次异动主要源于技术面超买回调与市场情绪波动，需关注后续业务合作进展及业绩改善情况。 以上内容基于公开资料整理，不构成投资建议。 尽管 ...