辑。当然从板块效应角度，也可以在击穿时减仓切换到强势的巨石和宏和。 同样的，覆铜板的生益科技、南亚新材、华正新材、金安国纪也是类似的情况，按理说生益科技是头块牌子，一直它在领涨，可谁知做 了基底之后，它成落后分子了，根本站不住持股线。这时候，要么相信板块效应和基本面逻辑，一直拿住，要么早早切换到强势的其它 三个： 玻纤细分类别的几个票，巨石、宏和、复材拿住不难，参考TR持股线即可： 但是，中材这个就有点伤脑筋，涨得慢，且有两次击穿持股线： 如果按照击穿一次减仓一次的规则，那么中材就减仓两次了。要拿住中材比较难，不放弃的理由有俩：相信板块联动效应和基本面逻 5分钟 15分钟 南亚新 亚新材(日线.等比前复权.对数) ● M6(8,20,50,200,13) tk 22.06% 41.0% 41.0% 63.0% 250417 : 250808 : 251030 TE 70 r 及 2006 - 注册制 交易状 10:14 line of the first of the most on the start of the state of the state of the status of the seem 1 ...

2026 年 2 月 11 日 镍：印尼消息扰动再现，节前资金离场限制弹性 不锈钢：二月检修减产频出，成本支撑重心上移 张再宇 投资咨询从业资格号：Z0021479 zhangzaiyu@gtht.com 【基本面跟踪】 镍基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 沪镍主力（收盘价） | 133,350 | -1,170 | -1,480 | -12,760 | -5,740 | 13,670 | | 期 | | 不锈钢主力（收盘价） | 13,740 | 5 | 155 | -800 | -120 | 1,135 | | 货 | | 沪镍主力（成交量） | 281,436 | -135,669 | -381,928 | -241,960 | -839,990 | 198,572 | | | | 不锈钢主力（成交量） | 140,567 | -61,676 | -236,446 | -339,425 | -271,27 ...

铂：持续震荡整理 商 品 研 究 2026 年 02 月 11 日 钯：窄幅震荡 产 业 服 务 研 究 请务必阅读正文之后的免责条款部分 1 期货研究 刘雨萱 投资咨询从业资格号：Z0020476 liuyuxuan023982@gtjas.com 【基本面跟踪】 铂钯基本面数据 | | | 昨日收盘价 | | 涨幅 | | | --- | --- | --- | --- | --- | --- | | | 铂金期货2606 | 537.50 | | -1. 39% | | | | 金交所铂金 | 549. 47 | | 1. 01% | | | | 纽约铂主连(前日) | 2088. 50 | | -1.58% | | | | 伦敦现货铂金(前日) | 2085. 10 | | -1.77% | | | | 铝金期货2606 | 429.05 | | -2.08% | | | 价格 | 人民币现货包金 | 419.00 | | -2.56% | | | | 纽约兜主连(前日) | 1.717.50 | | -0. 95% | | | | 伦敦现货纪金(前日) | 1.709.54 | | -1. 30% ...

公 司 研 Q4 业绩同环比高增，看好盈利能力大幅改善 湖南裕能(301358) ——湖南裕能 2025 年业绩预告点评 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 徐强(分析师) | 010-83939805 | xuqiang@gtht.com | S0880517040002 | | 牟俊宇(分析师) | 0755-23976610 | moujunyu@gtht.com | S0880521080003 | | 李依雯(研究助理) | 021-23183948 | liyiwen@gtht.com | S0880125042249 | 本报告导读： 随着下游需求爆发，公司 2025 年出货规模与盈利能力均实现快速提升，量利双增。 我们认为，公司作为磷酸铁锂行业龙头，有望充分受益于本轮锂电上行周期，2026 年业绩有望实现进一步增长。 投资要点： | [Table_Finance] 财务摘要(百万元) | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | - ...

Core Insights - The 2027 Toyota Highlander is a new all-electric vehicle designed to combine style, versatility, and efficiency, marking Toyota's first three-row battery electric vehicle (BEV) in the U.S. market [1][2] Vehicle Specifications - The Highlander will be available in two grades: XLE and Limited, with options for front- or all-wheel drive [1] - The XLE FWD model features a 77.0-kWh battery, while the XLE AWD model can have either a 77.0-kWh or a 95.8-kWh battery, with the Limited AWD model standardizing the 95.8-kWh battery [1][4] - Manufacturer estimated total driving ranges are 287 miles for XLE FWD, 270 miles for XLE AWD with 77.0-kWh battery, and 320 miles for both XLE AWD and Limited AWD with 95.8-kWh battery [3][4] Performance and Powertrain - The Highlander boasts up to 338 net combined system horsepower and 323 lb.-ft. of torque for AWD models, while FWD models deliver 221 horsepower and 198 lb.-ft. of torque [1][4] - The vehicle is equipped with a North American Charging System (NACS) port, allowing compatibility with thousands of DC fast charging stations [1][3] Design and Interior Features - The 2027 Highlander features a modern design with clean lines, broad fenders, and a spacious interior that accommodates up to seven passengers [1][2] - Interior technology includes a 14-inch touchscreen, customizable ambient lighting, and a large digital gauge cluster [2][3] - The vehicle also offers vehicle-to-load (V2L) technology, enabling it to power external devices [1][3] Safety and Technology - The Highlander is equipped with Toyota Safety Sense 4.0, which includes features like Proactive Driving Assist, Lane Tracing Assist, and a Pre-Collision System with Pedestrian Detection [4] - Advanced technology features include the latest Toyota Audio Multimedia system with 5G connectivity, wireless Apple CarPlay, and Android Auto compatibility [3][4] Manufacturing and Market Position - The Highlander will be assembled in the U.S. at Toyota's Georgetown, Kentucky facility, with battery modules sourced from a new $13.9 billion battery manufacturing plant in North Carolina [1][4] - The 2027 Highlander is part of Toyota's strategy to expand its lineup of electrified vehicles, with plans to offer 22 different models equipped with electrified powertrains [1][2]

Core Viewpoint - The article does not provide any specific insights or analysis regarding companies or industries, focusing instead on the lack of positions held by the authors in the mentioned stocks [1] Group 1 - No positions are held in any of the stocks mentioned by Anand Chokkavelu [1] - No positions are held in any of the stocks mentioned by Jason Hall [1] - No positions are held in any of the stocks mentioned by Lou Whiteman [1] Group 2 - The Motley Fool has no position in any of the stocks mentioned [1] - The Motley Fool has a disclosure policy [1]

交易咨询业务资格：证监许可【2012】1091号 PVC期货早报 2026年2月11日 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证：Z0015557 联系方式：0575-85226759 1 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议 。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 目 录 1 每日观点 2 基本面/持仓数据 每日观点 供给端来看，据隆众统计，2026年1月PVC产量为214.863万吨，环比增加0.53%；本周样本企业产能 利用率为79.26%，环比增加0.00个百分点；电石法企业产量34.833万吨，环比增加0.34%,乙烯法企 业产量13.696万吨，环比增加0.62%；本周供给压力有所增加；下周预计检修有所减少，预计排产少 量增加。 需求端来看，下游整体开工率为41.42%，环比减少3.33个百分点，高于历史平均水平；下游型材开 工率为29.13%，环比减少2.39个百分点，高于历史平均水平；下游管材开工率为33%，环比减少4个 百分点，高于历史平均水平；下游薄膜 ...

证券研究报告：农林牧渔|点评报告 发布时间：2026-02-11 2026 年一号文点评报告 行业投资评级 强于大市|维持 | 行业基本情况 | | --- | | 收盘点位 | | 2936.45 | | --- | --- | --- | | 52 | 周最高 | 3158.8 | | 52 | 周最低 | 2448.98 | 行业相对指数表现（相对值） 研究所 分析师:王琦 SAC 登记编号:S1340522100001 Email:wangqi2022@cnpsec.com 近期研究报告 《猪价季节性走强》 - 2026.02.04 现代化为矛，稳定生产为盾 ⚫ 事件： ⚫ 点评： 粮食安全：稳定生产，着眼于效率质量提升。我国粮食产量 24、 25 年连续两年在 1.4 万亿斤以上，今年一号文再度明确提出"粮食产 量稳定在 1.4 万亿斤左右"的目标。为确保实现粮食生产目标，一号 文强调品种培优和品质提升双向发力，强调"产能提升行动"、"推动 粮食品种培优和品质提升"、"实施粮食流通提质增效项目"等多种保 障措施。 育种：从科研攻关到产业化应用。在 2025 年中央一号文件提出 "加快攻克一批突破性品 ...

新华财经纽约2月10日电（记者刘亚南）可口可乐公司10日发布的财报显示，该公司在2025年第四季度 实现118.22亿美元净经营收入，同比增长2%，低于市场共识预期的120.3亿美元。 可口可乐该季度归属于股东的净利润为22.71亿美元，同比增加3%。调整后每股盈利58美分，高于市场 预期的56美分。 财报显示，可口可乐公司该季度有机营业收入增长5%，浓缩液销售和价格上涨分别贡献其中的4%和 1%。该季度经营利润率从前一年同期的23.5%降至15.6%，但可比经营利润率为28.7%，高于前一年同 期的21.2%。 财报还显示，可口可乐公司2025年全年营业收入为479.41亿美元，同比增加2%，归属于股东的净利润 为131.07亿美元，同比增加23%。 可口可乐公司预计，2026年有机营业收入将增长4%至%，可比每股盈利预计在2026年将增长7%至8%。 可口可乐公司董事长兼首席执行官詹姆斯·昆西（James Quincey）表示，公司2025年的业绩表现出韧性 和动能，今后将聚焦于更好执行战略并为长期成功作准备。 （文章来源：新华财经） ...

Group 1: Investment Performance - The analyst team has achieved an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23 times [1] - The focus is on income-oriented investments for those preferring lower-risk firms with steady dividend payouts [1] Group 2: Company Coverage - Proficient Auto Logistics, Inc. (PAL) is mentioned as a company previously covered, indicating ongoing analysis and updates for investors [2] - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [3] Group 3: Analyst Background - The analyst has a background in auditing with PricewaterhouseCoopers and has been a day trader for nearly 20 years, successfully navigating various market crises [3]