（来源：宝钛启明星） 此次设备升级在降本增效方面成效显著。升级后的系统运行稳定性大幅提升，生产节奏更加流畅，整体作业效率显著提高。自动化设备的全面应用实现了 减人增效目标，有效降低了长期运营成本与人员操作风险，充分发挥了智能化设备的核心优势。 本项目的成功实施，是集团积极响应国家"推动制造业高端化、智能化、绿色化发展"战略部署的生动实践，也是分厂深化智能制造、夯实高质量发展根基 的里程碑。 文字丨张 凯 制作丨鱼 蓓 刘 妍 责编丨刘俐彤 张静宇 抖音官方号 : @宝钛集团 抖音号：77181877734 分享让更多人看看 （来源：宝钛启明星） 近日，熔铸厂对服役逾50年的7000吨生产线原配料系统完成自动化升级改造。全新配料系统的成功投运，标志着该生产线在保障国家关键材料战略领域与 数字化转型升级上取得重要进展。 近日，熔铸厂对服役逾50年的7000吨生产线原配料系统完成自动化升级改造。全新配料系统的成功投运，标志着该生产线在保障国家关键材料战略领域与 数字化转型升级上取得重要进展。 此次改造，7000吨自动配料系统实现了从"人控"到"智控"的根本性跨越，核心设备与运行模式得到全面优化。该系统配备智能识别芯 ...

Group 1: Rare Earth and Tungsten Industry - The company is one of the six major rare earth groups in the country, having completed the integration of rare earth resources in Fujian Province [2] - The company possesses a complete tungsten industry chain, with significant competitive advantages in tungsten mining, smelting, powder, wire materials, and hard alloy deep processing [2] - The company is the first in China to develop and produce ITER filter tungsten probe components for nuclear fusion devices, capable of precision machining large-sized ITER-grade tungsten materials [2] Group 2: Data Center and AI Computing - The company is planning to acquire a stake in Xiantian Computing and aims to leverage it to acquire control of Zhengzhou Heying, which focuses on third-party large-scale data center operations [3] - The company is collaborating with Alibaba Cloud to jointly invest 15.8 billion yuan in building a cloud computing data center in Zhejiang [3] - The company has established a large data center in Xinjiang Hami, with a total computing power exceeding 80,000 P [3] Group 3: Power and Energy Sector - The company has acquired Honghe Power, a major thermal power plant in southern Yunnan, with a certified installed capacity of 1,300 MW [5] - The company is a leading player in the composite insulator market for high-voltage transmission lines, with a net profit growth of 177.52% year-on-year [5] - The company is expected to achieve a profit of 300 million to 360 million yuan by 2025, marking a turnaround from previous losses [5] Group 4: Semiconductor and AI Technology - The company has developed a low-code platform that integrates AI capabilities and has been applied in various sectors including power, aerospace, and manufacturing [4] - The company is a leading domestic player in crystal oscillators, with products applicable in optical communication and navigation systems [4] - The company has launched a series of AI products and is involved in the construction of AI computing centers across the country [4] Group 5: Renewable Energy and Materials - The company is a leader in the photovoltaic aluminum frame market, with a global market share exceeding 18% [5] - The company is investing 600 million yuan to build a project for producing 10,000 tons of iron phosphate battery precursor materials annually [8] - The company has established a comprehensive lithium battery supply chain, including mining, selection, and processing of lithium carbonate [8]

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。 02月27日消息，截止13:35，稀缺资源板块走强，厦门钨业、贵研铂业、中稀有色、章源钨业、闽东电 力、亚盛集团涨停，金钼股份、锡业股份、宝钛股份、云南锗业等个股涨幅居前。 责任编辑：小浪快报 ...

【导读】有色金属股拉涨，算力租赁板块延续强势；恒生科技指数涨超1% 中国基金报记者 张舟 大家好！今天是周五了，来一起关注最新的市场行情和资讯～ 2月27日上午，A股三大指数集体回调。 从市场结构看，半导体、通信设备、电子元器件、软饮料、建材跌幅居前；有色金属板块强势拉升，钨概念股爆发，算力租赁、云计算等板块逆市上涨。 截至午间收盘，沪指报4139.53点，跌0.17%；深证成指跌0.68%，创业板指跌1.46%，科创综指跌0.52%，北证50跌0.74%。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4139.53 | 14405.76 | 1833.62 | | -7.11 -0.17% -98.03 -0.68% -9.58 -0.52% | | | | 万得全A | 创业板指 | 北证50 | | 6900.10 | 3296.23 | 1533.56 | | -14.29 -0.21% -48.76 -1.46% -11.36 -0.74% | | | | 沪深300 | 中证500 | 中证A500 | | 4693.19 | 8573.46 | 59 ...

来源：股市直击 商业航天板块迅速拉升，盘中转涨，立中集团涨超12%，广联航空涨超11%，钧达股份、宝钛股份等多 股涨停。 消息面上，中国商业航天企业代表蓝箭航天宣布，我国重复使用火箭朱雀三号计划今年第二季度再次开 展回收试验。 ...

（来源：宝钛启明星） 编者按 六十载栉风沐雨，"十五五"启幕扬帆！宝钛集团十二届四次职代会暨 2026 年工作会议的胜利召开，恰逢集团建设投产 60 周年与"十五五"开局的关键交汇 点。会议系统回顾了"十四五"时期的发展成就，总结了 2025 年逆势保稳的坚实成效，为2026年乃至"十五五"时期的发展指明了方向、凝聚了共识。贯彻 落实职代会精神，核心在转化、关键在执行、成效在落地。为此，《宝钛启明星》特开设【聚焦职代会】专栏，聚焦会议核心部署，深度解读实践路径， 集中展现各单位、各部门将会议精神转化为破局攻坚、向新图强的生动实践。敬请关注！ 新年伊始，宝钛集团第十二届四次职工代表大会胜利召开，为集团新一年高质量发展锚定航向、凝聚共识。会议明确提出"加快数智化升级，结合AI本地 化部署，持续探索更多应用场景，让科技为生产经营赋能"，这既是响应国家"十五五"规划关于"人工智能+"行动的时代号召，更是集团破解发展瓶颈、锻 造核心竞争力的必然抉择。我们要深入领会、笃行落实职代会数智化发展部署，统一思想、同向发力，让数智技术真正成为驱动集团提质增效、行稳致远 的强劲引擎。 数智赋能强根基 当前，企业跨区域经营常态化、职 ...

2月24日消息，天眼查数据显示，宝鸡钛业股份有限公司发布宝鸡钛业股份有限公司2026年锻造厂电阻 炉、天然气炉大修服务采购项目-招标公告，发布时间为2026年2月24日。 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the non-ferrous metal sector, with the non-ferrous metal ETF fund (516650) rising by 1.36% and significant gains in individual stocks such as BaoTi Co., Ltd. (5.97%) and Shenghe Resources (5.87%) [1] - The non-ferrous metal ETF fund has seen a net inflow of funds for 15 out of the last 23 trading days, totaling 6.845 billion yuan, indicating a strong interest from leveraged funds [1] - Market analysts suggest that while there is a recovery in bullish sentiment, macroeconomic uncertainties remain, particularly influenced by U.S. economic data and policy expectations [1] Group 2 - The non-ferrous metal ETF fund closely tracks the CSI sub-index for the non-ferrous metal industry, with the top ten weighted stocks accounting for 51.85% of the index as of January 30, 2026 [2] - The top ten weighted stocks in the non-ferrous metal index include Zijin Mining, Luoyang Molybdenum, Northern Rare Earth, and others, indicating a diversified portfolio within the sector [2] - The performance of individual stocks within the index shows varying degrees of increase, with Zijin Mining at 2.05% and Huayou Cobalt at 3.05%, reflecting the overall positive trend in the sector [3]

Core Viewpoint - The non-ferrous metal sector continues to show strong performance, with the popular ETF, Huabao Non-Ferrous ETF (159876), experiencing a rise of 1.38% and recovering key moving averages, indicating a bullish trend in the market [1][3]. Industry Performance - The non-ferrous metal sector is witnessing significant gains, with leading stocks such as Baotai Co. rising over 6%, and Shenghe Resources increasing by more than 4% [1][2]. - The global nickel market is affected by Indonesia's production limits, which could reduce nickel output to 2.6-2.7 million tons by 2026, potentially leading to a price recovery for nickel [2]. Macroeconomic Factors - The U.S. non-farm payrolls increased by 130,000 in January, surpassing expectations, while the unemployment rate fell to 4.3%, the lowest since August 2025 [3]. - The strong labor market data has reduced the likelihood of interest rate cuts by the Federal Reserve, positively impacting the dollar index and U.S. Treasury yields [3]. Investment Outlook - Analysts from Zhongjin Securities and Huatai Securities express optimism about the non-ferrous metal sector, suggesting that the market has not yet reached its peak and may continue to rise after a short-term adjustment [3]. - The Huabao Non-Ferrous ETF covers a wide range of metals, including copper, aluminum, gold, rare earths, and lithium, making it an effective tool for investors looking to capitalize on the sector's performance [3].

Group 1 - The small metal sector has seen a significant rise, with Zhangyuan Tungsten reaching the daily limit increase [1] - Xianglu Tungsten has increased by over 8%, indicating strong market performance [1] - Other companies such as Zhongtung High-tech, Dongfang Tantalum, and Baotai Co. have also experienced gains, reflecting a positive trend in the industry [1]