一、行情回顾 市场全天震荡分化，三大指数涨跌互现。有色板块集体走强，章源钨业、翔鹭钨业等多股涨停。稀土永磁板块拉升，中稀有色涨停，包钢股份触及涨停。算 力租赁概念活跃，城地香江、利通电子等涨停。下跌方面，玻纤概念股下挫，国际复材跌近10%。个股涨多跌少，沪深京三市约3300股飘红，今日成交2.51 万亿。 二、当日热点 1.有色金属 有色金属板块今日继续大涨，章源钨业、江钨装备、中钨高新、华锡有色等多股涨停。 章源钨业2月26日发布调整焊接机夹刀片价格通知函，因钨原材料价格持续上涨，致使公司生产成本大幅增长，公司决定从2026年2月26日起，对焊接机夹刀 片产品按新价格执行。自调价之日起，产品一律按新价格执行。 此外，今日沪锡期货再度大涨，涨幅为8.38%。 +3.40% 有色金属 节后钨原料价格持续飙升 理由 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 | | --- | --- | --- | --- | --- | --- | | 章源钨业 002378.SZ | 7天5板 | 40.60 | +10.00% | 09:36:36 | 3.34% | | 江钨装备 6 ...

Group 1: Market Performance - Rare metal stocks in the A-share market have collectively strengthened, with tungsten and rare earth sectors leading the gains. Companies such as Dongfang Zirconium, Xianglu Tungsten, and Zhangyuan Tungsten have reached the daily limit increase of 10% [1] - Xiamen Tungsten is nearing its daily limit, while other companies like Zhongtung High-tech and Yunnan Zinc Industry have increased by over 8%. Jinmoly Co. has risen by over 7%, and several others have seen increases of over 5% [1] - Notably, companies including Xiamen Tungsten, Zhongtung High-tech, Jiangtung Equipment, Xianglu Tungsten, Zhangyuan Tungsten, Northern Rare Earth, and Dongfang Tantalum have all reached historical highs [1] Group 2: Price Trends - After the Spring Festival, raw material prices have continued to rise. As of February 25, tungsten powder has surpassed 1800 RMB/kg, marking a 469.6% increase compared to last year and a 66.7% increase since the beginning of this year. Ammonium Paratungstate (APT) has reached a new high of 1.1 million RMB/ton, up over 400% from last year [1] - Zhangyuan Tungsten announced on February 26 that due to the continuous rise in tungsten raw material prices, the company will adjust the prices of its welding machine clamp blades starting February 26, 2026, to ensure sustainable development [1] Group 3: Industry Shortages - In the rare earth sector, there is a significant shortage of rare earth elements, particularly yttrium and scandium, which are crucial for defense technology, aerospace, and semiconductor industries. Some suppliers have even refused customer orders due to this shortage [2]

大公司： 英伟达黄仁勋：年内将寻机进行资本运作 美东时间周三盘后，在英伟达财报电话会上，公司CEO黄仁勋表示，公司仍在持续开展股票回购和股息 分红，并将在年内寻找合适的时机，把握独特的投资机会，推进相关资本运作。他还指出，生态系统投 资将始终是公司资本配置的核心环节，同时我们也会持续推进战略投资。（智通财经） 消息称三星电子将停产2DNAND 闪存，原有产线用于1c nm DRAM内存制程 据TheElec，三星电子最早将在今年3月停止在华城园区12号生产线制造2D NAND闪存，该企业的2D NAND闪存时代也将随之正式结束。三星电子早在2013年就实现了3D NAND (V-NAND) 的量产，不过 三星还是保留了小规模的2D NAND产能以应对特殊利基市场的需求。华城12号生产线未来将服务于1c nm DRAM内存制造，负责后端的金属布线和表面处理工艺。（智通财经） PingPong成为美国最大宠物零售平台Chewy的官方合作伙伴 36氪获悉，近日，全球支付平台PingPong正式宣布成为美国最大宠物零售平台Chewy的官方合作伙伴， 并全面支持商家跨境收款。 章源钨业：因钨原材料价格持续上涨，2月26 ...

多家上市公司发布 1、蓝思科技：今年将推进航天级轻量化机柜及TGV玻璃基板等前沿项目服务器液冷机柜业务将实现 从"技术卡位"到"爆发式放量"的增长 据蓝思科技(300433.SZ)消息，2026年将是公司商业航天业务从"技术布局"转向"规模量产与利润兑现"的 关键之年。同步推进的还包括航天级轻量化机柜及TGV玻璃基板等前沿项目。 此外，公司表示，随着对算力基础设施的深度整合，蓝思科技精密制造经验已成功输出至AI服务器领 域。2026年服务器液冷机柜业务将实现从"技术卡位"到"爆发式放量"的增长，全面覆盖全球头部科技客 户。 2、章源钨业：因钨原材料价格持续上涨调整焊接机夹刀片价格 章源钨业(002378.SZ)发布关于调整焊接机夹刀片价格的通知函。因钨原材料价格持续上涨，致使公司 生产成本大幅增长。公司决定从2026年02月26日起，对焊接机夹刀片产品按新价格执行(具体业务请与 公司销售人员联系)。自调价之日起，产品一律按新价格执行。 3、格力电器：第一大股东珠海明骏拟减持不超2%公司股份 格力电器(000651.SZ)公告称，第一大股东珠海明骏投资合伙企业(有限合伙)拟自公告披露之日起15个交 易日后的3个 ...

2月26日，A股市场稀有金属股集体走强，其中，章源钨业、云南锗业涨停，中钨高新涨超8%，东方钽业涨 超6%，翔鹭钨业、融捷股份、天齐锂业、永兴材料涨超4%，厦门钨业、赣锋锂业、西藏矿业涨超3%。 消息面上，章源钨业发布2月26日关于调整焊接机夹刀片价格的通知函称，因钨原材料价格持续上涨，致使 公司生产成本大幅增长。为了公司的可持续发展，公司决定从2026年2月26日起，对焊接机夹刀片产品按新 价格执行。自调价之日起，产品一律按新价格执行。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 另外还值得注意的是，白宫拟利用美国防部开发的AI模型，为全球关键矿产贸易制定参考价格，将率先制 定锗、镓、锑、钨的参考价格。 | | | | | 稀有金属板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅%↓ | 总市值 | 年初至今涨幅% | | 1 | 002378 | 章源钨业 | 1 | 10.01 | 443亿 | 160.30 | | 2 | 002428 | 云南猪业 | 1 | 10.01 | 2 ...

Core Viewpoint - The rare metal stocks in the A-share market have collectively strengthened, with significant price increases observed in several companies, driven by rising raw material costs and strategic pricing adjustments [1][2]. Group 1: Company Performance - Zhangyuan Tungsten Industry and Yunnan Zinc Industry both reached the daily limit increase of 10.01% [1][2]. - Zhongtung High-tech saw an increase of over 8.11%, while Dongfang Tantalum Industry rose by over 6.70% [1][2]. - Other notable performers include Xianglu Tungsten Industry, Rongjie Co., Tianqi Lithium, and Yongxing Materials, all increasing by over 4% [1][2]. - Xiamen Tungsten Industry, Ganfeng Lithium, and Tibet Mining also experienced gains of over 3% [1][2]. Group 2: Market Dynamics - Zhangyuan Tungsten Industry announced a price adjustment for its welding machine clamp blades due to the continuous rise in tungsten raw material prices, effective from February 26, 2026 [1]. - The U.S. White House plans to utilize an AI model developed by the Department of Defense to establish reference prices for critical global mineral trades, starting with germanium, gallium, antimony, and tungsten [1].

据交易所数据显示， 章源钨业近期表现活跃，晋级6天4板。该股今日于9：45封涨停，成交额15.72亿 元，换手率3.63%。金融界App AI线索挖掘：钨原材料价格持续上涨，致使公司生产成本增长，公司决 定调整焊接机夹刀片产品价格；同时有色钨概念板块近期受到市场关注，相关标的表现活跃。 风险提 示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容 不构成投资建议。） ...

Core Viewpoint - Zhangyuan Tungsten Industry has announced a price adjustment for welding machine clamp blades due to the continuous rise in tungsten raw material prices, which has significantly increased production costs [1] Group 1: Price Adjustment Announcement - The company will implement new prices for welding machine clamp blades starting from January 29, 2026 [1] - All products will be executed at the new prices from the date of adjustment [1]

Core Viewpoint - The company, Zhangyuan Tungsten Industry, reported a significant increase in revenue and net profit for the first half of 2025, driven by rising tungsten prices and increased sales volume [2][3]. Financial Performance - The company achieved operating revenue of 2.399 billion yuan, a year-on-year increase of 32.27% [3]. - The net profit attributable to shareholders was 115 million yuan, reflecting a growth of 2.54% compared to the previous year [3]. - The net cash flow from operating activities surged by 466.18%, reaching 203 million yuan [3]. - Basic and diluted earnings per share increased by 11.11% to 0.10 yuan [3]. - Total assets at the end of the reporting period amounted to approximately 5.261 billion yuan, up 5.77% from the end of the previous year [3]. Market Dynamics - The company noted that the increase in revenue was attributed to higher product sales and prices, with domestic revenue growing by 41.84% due to rising tungsten raw material prices [7]. - The main income from tungsten deep processing products rose by 34.30%, with tungsten powder and tungsten carbide powder experiencing revenue growth of 62.38% and 34.51%, respectively [8]. Resource Management - The company holds significant resources, including 79,400 tons of tungsten (WO3) reserves, 17,600 tons of tin, and 11,300 tons of copper [8]. - The company is actively working on resource integration and enhancing mining efficiency to increase output of tungsten, tin, and copper [8]. Price Trends - The first batch of tungsten mining quotas for 2025 was set at 58,000 tons, a decrease of 4,000 tons or 6.45% from the previous year, indicating tightening supply [9]. - The company has adjusted its tungsten product prices upwards, with significant increases noted in August 2025 [12]. Stock Performance - The company's stock price experienced a rapid increase, with consecutive trading halts on August 24 and 25, and a closing price of 14.63 yuan per share on August 26, marking a 9.34% rise [4][5].