A股迎来马年开门红，三大指数节后集体上涨。截至收盘，沪指涨0.87%，报4117.41点，深成指涨 1.36%，报14291.57点，创业板指涨0.99%，报3308.26点，科创50指数跌0.34%，报1465.37点。沪深两市 合计成交额22020.62亿元。市场超4000只个股上涨，其中109只个股涨停。 开源证券认为，春季躁动并非一次性走完，过去十年有6次在经历回调后走出第二波上涨，且第二轮上 涨往往比第一波更具赚钱效应，方向与当时市场主线强相关。 中信建投指出今年A股处于慢牛格局中，投资者做多热情高涨，前期在"主动降温"引导下指数完成了一 轮回调整固，节后有望开启新一轮上行。和以往不同的是，由于今年春节时间较晚，春节后两会前仅一 周的交易时间。两会期间则常出现"兑现行情"，重点关注细分产业政策超预期情况。 国金宏观指出，市场波动主要源于流动性与风险偏好变化，而非AI产业方向逆转。未来美股对业绩兑 现要求将更严苛，资本开支容忍度持续下降，波动大概率加剧，但科技股是否已经走到右侧仍需观察。 股票频道更多独家策划、专家专栏，免费查阅>> 午后化工（核心股）">磷化工（核心股）板块涨势扩大，云天化、六国化工 ...

Core Viewpoint - The A-share agricultural sector experienced a strong performance on the first trading day after the holiday, with various sub-sectors such as agrochemical products, planting and forestry, breeding, agricultural product processing, and phosphate chemicals showing significant gains [1] Group 1: Market Performance - As of 13:33, the agricultural ETF Huaxia (516810) rose over 1.5%, with holdings like Taihe Co. increasing by over 9% and several other stocks such as Yangnong Chemical, Batian Co., New Yangfeng, Hainan Rubber, Lier Chemical, and Stanley rising over 5% [1] - The price of urea in India reached a new high, with East Coast CFR at $512/ton and West Coast CFR at $508/ton, reflecting an increase of approximately $85/ton compared to January, equivalent to about 3,500 RMB/ton [1] Group 2: Future Outlook - Dongfang Securities anticipates that with the end of the bulk leverage issues since the beginning of the year, the original upward path of cyclical sectors is expected to re-emerge, with chemicals and agriculture being key focuses within the cyclical sector [1] - The chemical sector is viewed as the beginning of a return to a prosperous cycle for the industry and a re-evaluation of China's strong chemical industry value [1] - The extremely pessimistic expectations for live pig prices highlight the potential for value in allocations [1] Group 3: Investment Opportunities - The agricultural ETF (516810.SH) holds leading stocks in pig farming, agricultural chemicals, and planting sectors, benefiting from multiple factors such as anti-involution, pig cycle reversal, chemical cycle, and seed safety [1] - Investors can utilize the ETF to capitalize on low-point rebound opportunities in agriculture, as ETFs offer low entry barriers, risk diversification, and transparent holdings that passively track indices without style drift [1]

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 02月24日消息，截止13:20，磷化工板块强势，和邦生物、川发龙蟒、湖北宜化、澄星股份、金正大涨 停，云天化、云图控股、兴发集团、川金诺、六国化工等个股涨幅居前。 ...

Group 1 - The chemical sector is experiencing significant positive developments, particularly in four key areas: phosphorus chemicals, disperse dyes, titanium dioxide, and non-ferrous metals [1] - An executive order signed by Trump on February 18, 2026, aims to secure domestic production of phosphorus and glyphosate herbicides, addressing supply chain vulnerabilities, as the U.S. relies heavily on a single domestic producer [1] - Zhejiang Longsheng announced a price increase for disperse dyes effective February 24, with a notable rise of 2000 yuan per ton for disperse black [1] - Longbai Group has issued a price adjustment notice for titanium dioxide, with cumulative price increases of 1200 yuan per ton over November and December [1] - The non-ferrous metals market is shifting, with expectations of interest rate cuts potentially influencing the spring market dynamics [1] Group 2 - As of January 30, 2026, the CSI Chemical Industry Theme Index (000813) has its top ten weighted stocks, including Wanhua Chemical and Yanhua Co., accounting for 44.82% of the index [2] - The CSI Chemical Industry Theme Index closely tracks the performance of major listed companies in the chemical sector, reflecting the overall performance of the industry [2]

马年首个交易日，A股早盘三大指数集体高开。 截至9:59，上证指数上涨0.59%，深证成指上涨0.93%，创业板指上涨0.67%，科创综指下跌1.26%。 盘面上，周期股早盘领涨，受外围地缘政治事件影响，油气开采、有色金属、港口航运等板块大涨，"三桶油"集体上涨，截至9:59，中国海油（600938） 涨超7%。洛阳钼业（603993）、紫金矿业（601899）等龙头股大涨。 东方证券表示，受地缘冲突影响，市场对油气供应减少的担忧上升，导致油价回升。而全球的油气资本开支正处于较低水平，存在向上恢复的空间。但 是，考虑到油气项目的建设周期较长，预计下游业主将更重视油气服务和装备企业的长期竞争力，因此看好具有高竞争力的油服装备企业的投资机会。 港口航运板块中，中远海能（600026）、招商轮船（601872）等个股大涨。消息面上，上期所欧线集运主力合约早盘一度涨超12%。 | | 油气开采及服务 2001.96 9.75% | | G | | --- | --- | --- | --- | | 基金 成分股 | 简况(F10) | 资金 | 板块分析 | | 名称代码 | 最新 | 涨幅 ◆ | 流通市值 | | ...

浩浩长江水清清。 "为了保护长江生态，我们永久关闭了园区4个排口，污水处理装置扩能改造到实际需求的1.5倍，所有 废水集中处理达标后进入市政二次污水处理系统，不让污水直接进入长江。"程亚利介绍，为搬迁腾出 900多米长江岸线，集团拆除临近长江的32套总价值13.58亿元的生产装置，并累计投入超100亿元对产 业提质升级。 观念一变天地宽，坚定信念开新篇。 草甘膦、特种磷酸盐、有机硅新材料、湿电子化学品……从江边向腹地，如今的兴发集团新材料产业园 形成了一条各类原料首尾衔接、循环往复的产业链。 "这也恰是磷化工产业迭代的最好示意图。越往里走，业态越新，附加值也越高。"程亚利说，通过立规 矩，倒逼产业转型升级，企业和产业含"金、绿、科、新"量大幅提升，十多项单品位于全球和全国前 列。 "如果不是生态环境变好，这些'客人'，怕是我想请也请不来呦！"湖北兴发化工集团股份有限公司总经 理程亚利说。 兴发集团宜昌新材料产业园临江码头，清澈的江水中，成群的鱼儿循着江岸从容觅食，一团团、一簇 簇，映着粼粼波光。不远处，厂区的排污口早已永久封堵。 这片区域在虎牙山下，与荆门山隔江相望，是万里长江出峡谷、入平原的最后一道险隘。 ...

Group 1: Construction Projects - The construction site of the Suijin Future Technology City in Quanzhou is actively progressing with sufficient personnel and continuous operations, focusing on structural construction and interior work [2] - The project, which covers an area of 343 acres, aims to integrate production, living, and ecological features, with a completion target for the first phase by December 2026 [2] - At Xiamen Xiang'an International Airport, construction on the overnight accommodation project continues without interruption during the holiday, with a focus on various installation works [3][4] - The airport project has maintained continuous operations for five consecutive years during the Spring Festival, with approximately 11,000 workers on-site this year [4] Group 2: Manufacturing and Exports - The Changfa Qixiang Food Company in Shishi successfully shipped its first batch of three containers on the second day of the Lunar New Year, with plans to export 40 to 50 containers in February [5] - Wengfu Zijin Chemical Co., a key player in the phosphate chemical industry, has maintained high production levels during the holiday to meet market demands and prepare for new projects [6] - Hongteng Agricultural Development Co. has leveraged its ecological advantages to cultivate various flower species, ensuring optimal quality for the Spring Festival sales season [6][7] - The company has adopted a dual-channel marketing strategy, combining online live streaming and offline promotions to boost sales of its flowers, achieving a successful start to the year [7]

转自：云南日报 在"十四五"收官、"十五五"开局的重要历史节点上，昆明市西山区围绕建设"充分凸显云南政治中心服 务承载、山水都市品质和现代服务业活力特质的区域性中心城市中枢门户区"目标，找准在云南省、昆 明市发展大局中的战略定位，持续提升产业能级，加快构筑新质生产力，勇于开辟新领域、新赛道，推 动经济社会高质量发展迈出坚实步伐。 "抓住城市经济、文化旅游、工业振兴、改革创新四个关键，夯实城乡建设、生态环境、民生福祉、社 会稳定四个基础，持续巩固齐头并进良好发展态势。"西山区委书记张攀介绍，全区干部群众坚定信 心、苦干实干，坚定不移推进高质量发展迈上新的台阶。 更新旧动能 培育新动能 新年伊始，西山区处处涌动着昂扬奋进的发展热潮。 来到云南云天化福石科技有限公司，首先映入眼帘的是控制中心大屏，主控操作员章银雁紧盯实时跳动 的电压、电极数据，精准调试。"2024年，公司启动'数字工厂'建设，围绕黄磷生产中的设备管理、生 产管控、物资采购三大核心模块，落地26项子功能应用场景。"该公司总经理符宗国介绍，"实时数据采 集、视频全程监控、人员精准定位、厂区三维建模等数智化管控体系让产能提升了38%，2025年实现利 润 ...

上市企业：兴发集团（600141）,湖北宜化（000422）,云天化（600096）,川发龙蟒（002312）,新洋丰 （000902）,云图控股（002539） 2020-2025年中国磷矿石(折含五氧化二磷30％)产量统计图 相关报告：智研咨询发布的《2026-2032年中国磷矿石行业市场竞争策略及未来发展潜力报告》 根据国家统计局数据显示：2025年12月中国磷矿石(折含五氧化二磷30％)产量为1230万吨，同比增长 13.4%；2025年1-12月中国磷矿石(折含五氧化二磷30％)累计产量为12146.8万吨，累计增长11.5%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

浩浩长江水清清。 "如果不是生态环境变好，这些'客人'，怕是我想请也请不来呦！"湖北兴发化工集团股份有限公司总经 理程亚利操着峡江特有的转音说。 兴发集团宜昌新材料产业园临江码头，清澈的江水中，成群的鱼儿循着江岸从容觅食，一团团、一簇 簇，映着粼粼波光。不远处，厂区的排污口早已永久封堵。 这片区域在虎牙山下，与荆门山隔江相望，是万里长江出峡谷、入平原的最后一道险隘。1300年前，李 白辞亲远游，船出三峡，穿过此地，面对壮阔的山水意象，写下"渡远荆门外，来从楚国游。山随平野 尽，江入大荒流……"的诗句。 江水泱泱，山川依旧。在这个当年改写吴蜀历史进程的"猇亭之战"发生地，如今，打响了一场长江生态 保护战。 2018年4月24日，习近平总书记一下飞机，就到兴发集团宜昌新材料产业园，察看化工企业搬迁、改造 以及码头复绿情况。总书记强调，要坚持把修复长江生态环境摆在推动长江经济带发展工作的重要位 置，共抓大保护，不搞大开发。不搞大开发不是不要开发，而是不搞破坏性开发，要走生态优先、绿色 发展之路。 "为了保护长江生态，我们永久关闭了园区4个排口，污水处理装置扩能改造到实际需求的1.5倍，所有 废水集中处理达标后进入市 ...