| 首板、 | ■板、三板及以上涨停板股票分析 | | | --- | --- | --- | | 涨停级别 | 数量 | 代表股票 | | | | 华尔泰 | | | | 英方软件 | | 首板(1连板) | 79 | 海看股份 | | | | 风语筑 | | | | 捷成股份 | | | | है 协鑫能科 | | | | *ST节能 金牛化工 | | | | 杉杉股份 | | | | 国别药业 | | 二板(2连板) | 10 | *ST春天 | | | | 德美化工 | | | | 完美世界 | | | | 国主股份 | | | | 科森科技 | | | | 协鑫集成(4连板) 凯龙高科(4连板) | | 三板及以上 (≥3连板) | 6 | 韩建河山(4连板) | | | | ST华西 (3连板) | | | | ST中迪 (3连板) | | | | 金富科技 (3连板) | | 7日6板 | 2 | 名雕股份 | | | | 杭电股份 | | 9日6板 | 1 | 早川股份 | | 11日9板 | 1 | ST京蓝 | | 和研 hexun.com | | 数据来源:wind | 从首板到高标，当 ...

以下文章来源于和讯期货 ，作者市场观察 和讯期货 . 期货行业风起云涌，期市行情瞬息万变。每日新鲜期货资讯，内外盘即时行情，尽在中国专业门户和讯网期货。 从首板到高标 ， 当前市场只敢 "套利"，不敢"造 妖 " 2 月 9 日， A 股市场迎来强劲上涨，主要指数全线上扬。题材股多点开花，市场逾 4600 股上涨。截至收盘，两市共 计 99 只个股涨停，交投情绪活跃。 从涨停个股的行业分布来看，资金偏好清晰，高端制造板块成为绝对主力。其中电气设备板块表现最为活跃，共有 17 只个股涨停，显著领先于其他行业。 涨停结构呈现 "制造强、消费弱" 的特征， 高端制造板块成为资金追逐焦点，可能受政策支持与产业升级预期驱动。 其中， 光伏、 AI 应用、核聚变三大主线成为资金核心聚焦方向 。光伏板块以 BC 电池、钙钛矿、 BIPV 等技术迭代 为核心， TCL 中环、协鑫集成、亚玛顿等龙头持续涨停，反映市场对"技术领先者"而非单纯产能扩张的定价逻辑升 级。 | 7日6板 | 1 | 名肺肢份 | | --- | --- | --- | | | | 杭电股份 | | 9日6板 | | 白川 胶分 | | 11日9板 | ...

2026年2月9日，雅博股份（sz002323）触及涨停，涨停价1.95元，涨幅10.11%，总市值41.57亿元，流通 市值41.56亿元，截止发稿，总成交额2.05亿元。 根据喜娜AI异动分析，雅博股份涨停原因可能如下，金属屋面+新能源布局+国资背景： 1、公司在金属 屋面领域具备领先技术，设计团队实力雄厚。2025年三季度金属屋面工程业务占比达21.32%，其技术 优势使得公司在该领域具有较强竞争力，可能吸引市场资金关注。同时，公司为枣庄市国资委控股，国 资背景增强了其信用背书和资源获取能力，为公司发展提供了有力支持。 2、公司积极拓展BIPV、储 能和充电站等新能源领域，2025年三季度光伏业务占比高达61.17% 。随着国家对新能源产业的重视和 大力支持，新能源板块成为市场热点。东方财富数据显示，近期新能源概念板块表现活跃，相关个股受 到资金追捧，雅博股份的新能源业务布局契合市场热点，推动股价上涨。 3、2025年公司年报显示亏损 小幅减少，归母净利润-1.9亿~ -1.4亿，亏损幅度有所收窄，这表明公司通过业务聚焦、客户优化等措施 逐步改善经营状况，给市场带来公司基本面好转的预期，刺激股价涨停。从 ...

长江精工钢结构（集团）股份有限公司 | 证券代码：600496 | 证券简称：精工钢构 | 公告编号：2026-003 | | --- | --- | --- | | 转债代码：110086 | 转债简称：精工转债 | | 长江精工钢结构（集团）股份有限公司 二、具体业务发展情况 单位：亿元 | | | 2025 | 年 1-12 月 | | | 2025 年 | 10-12 月 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 项目金额 | 同比 | | 项目金额 | | 同比 | | | | 专业分包一体化 | 124.7 | -3.7% | | 28.0 | | 5.2% | | | | 工业建筑 | 93.2 | | 7.0% | | 19.0 | | -0.2% | | | 公共建筑 | 31.4 | | -25.8% | | 9.0 | | 18.7% | | | 新兴业务 | 44.3 | -24.4% | | 12.5 | | -29.6% | | | 国内 业务 | 及装配式 EPC | 28.0 | | -4 ...

Group 1 - The core concept of BIPV (Building-Integrated Photovoltaics) is that photovoltaic materials are used directly as building materials, such as photovoltaic curtain walls, rather than being installed later [1] - The company has invested in enterprises like Xuancheng Conch Building Photovoltaic Technology Co., Ltd., aiming to leverage its metal roofing technology to promote the application of BIPV in new projects [1]

Core Viewpoint - The fourth Sustainable Development Officer Forum and Annual Best Awards Ceremony highlighted the importance of transforming Chinese enterprises from "green followers" to "green innovators" and "green standard co-builders" in the context of global green governance [1][8]. Group 1: Challenges in New Energy System - The main challenge in constructing a new power system based on renewable energy is the contradiction between the volatility of renewable resources and system coordination [3]. - Key obstacles include the increasing unpredictability of renewable energy output, lack of unified scheduling logic among multi-energy systems, and constraints in the distribution network for high proportions of renewable energy [3]. Group 2: Solutions Offered by the Company - The company's solution focuses on building a "cloud-edge-end" collaborative smart energy system, integrating efficient inverters, energy storage, and real-time power prediction to enhance system responsiveness and reduce management costs [3][4]. - The company aims to provide replicable and scalable "minimum units of new power systems" for zero-carbon parks and distributed power markets [4]. Group 3: Supply Chain ESG Management Initiative - As a co-initiator of the "Supply Chain ESG Management Initiative," the company seeks to reshape industry perceptions of sustainable supply chain development, emphasizing the shift from product competition to system and value competition [4][6]. - The initiative aims to elevate sustainability standards through supplier management, carbon footprint certification, and fostering long-term partnerships with suppliers [6]. Group 4: Global Leadership in Sustainable Standards - In response to global climate change and evolving green trade rules, the company emphasizes the need for Chinese tech enterprises to become co-creators of standards and providers of global sustainable solutions [7][8]. - The company plans to achieve this by enhancing technical credibility, developing replicable zero-carbon models, and collaborating with international organizations to shape global standards [8].

Group 1: Business Strategy and Development Plans - The company will implement the "EPC general contracting + No. 1 project" strategy to drive high-quality development in 2025, focusing on high-end markets and differentiated development in sectors like prefabricated steel structures for hospitals and schools [1] - The company aims to become the leading brand in domestic green low-carbon prefabricated steel structure construction, emphasizing brand and high-end development while actively undertaking national major scientific projects [1] - The company will enhance risk control by strengthening credit assessments of clients during contract reviews and increasing efforts to collect accounts receivable [1] Group 2: New Energy and Green Development - The company will respond to national "dual carbon" goals by developing new energy businesses, utilizing a construction model of "prefabricated + EPC + BIPV" to expand into the green low-carbon energy market [2] - The company plans to explore comprehensive energy businesses, including BIPV, BAPV, centralized photovoltaic, and energy storage [2] - The company will leverage the "Belt and Road" initiative to expand its international business, focusing on green infrastructure and innovative building materials in regions like South America and Southeast Asia [2] Group 3: Accounts Receivable Management - The company emphasizes the importance of accounts receivable collection, implementing measures such as credit assessments and linking sales staff performance to collection outcomes [3] - The primary clients are government entities and large state-owned enterprises, with national debt reduction measures expected to enhance local governments' financial capabilities, aiding in faster accounts receivable recovery [3] Group 4: Photovoltaic Business Development - The company is actively developing photovoltaic projects, with a focus on integrating green energy with modern agriculture through initiatives like the 110MW agricultural photovoltaic power station project [4] - The project is expected to improve the company's photovoltaic capacity and revenue, creating new profit growth points in the renewable energy sector [4] - Recent national policies promoting "anti-involution" are seen as beneficial for maintaining a fair market environment and improving production efficiency [4]