| 热度排名 | 人气个股 | 热度值 | 所属概念 | 热度标签 | | --- | --- | --- | --- | --- | | 1 | 协鑫集成 | 9.5 | 钙钛矿电池,HJT电池 | 9天5板 | | 2 | 风语筑 | 9.5 | Sora概念(文生视频),文化传媒概念 | 持续上榜 | | 3 | 汉缆股份 | 8.25 | 柔性直流输电, 特高压 | 3天3板 | | 4 | 华工科技 | 8.0 | 共封装光学(CPO), F5G概念 | 首板涨停 | | 5 | 利欧股份 | 6.5 | 小红书概念,快手概念 | 持续上榜 | | 6 | 风华高科 | 6.0 | 超级电容,AI眼镜 | 首板涨停 | | 7 | 华胜天成 | 5.25 | 华为鲲鹏, 智慧政务 | 持续上榜 | | 8 | 亚星锚链 | 4.5 | 国产航母,军民融合 | 2天2板 | | g | 保变电气 | 4.0 | 柔性直流输电,特高压 | 首板涨停 | | 10 | 大位科技 | 3.75 发、动即体与的调公同性、VAA和平守席的人工管组山 场博店等公共10人 工材网书次群的 | 算力租赁,云计算 | ...

Industry Overview - The MLCC sector is experiencing a significant surge, driven by the explosive demand for AI servers, leading to a substantial increase in industry demand [2][3] - Major global MLCC manufacturers, such as Murata Manufacturing and Samsung Electro-Mechanics, are considering price hikes due to capacity constraints, with Murata's order volume reaching double its current capacity [3] - The demand for high-end MLCCs is expected to continue rising, benefiting both upstream and downstream companies in the industry [3] Market Dynamics - The demand for high-capacity, high-temperature resistant high-end MLCCs is increasing in downstream sectors like AI servers and automotive electronics, with overseas giants' price increases pushing the overall price level higher [4] - Domestic manufacturers with high-end MLCC R&D capabilities are positioned to capture more market share due to their cost-performance advantages as the domestic substitution process accelerates [4] Raw Materials and Equipment - The expansion of MLCC production is driving the demand for key raw materials such as nickel powder and dielectric powder, with a notable increase in market demand for high-performance nickel powder and high-end dielectric powder [4] - Companies that possess advanced production technology for high-end raw materials are expected to benefit significantly from the industry's growth [4] Key Companies - Fenghua Advanced Technology is a leading domestic MLCC manufacturer, with a diverse product range including MLCCs and chip resistors, set to benefit from industry demand growth and the domestic substitution process [5] - Guocera Materials is a global leader in MLCC dielectric powder production, supplying raw materials to numerous well-known MLCC manufacturers, and will see performance growth due to the industry's upward trend [5] - Boqian New Materials focuses on high-end metal powder R&D and production, with its nickel powder products meeting the technical upgrade needs of high-end MLCCs, expected to see increased sales and profitability due to the surge in AI server demand [6] - SanHuan Group is a leading domestic electronic ceramics company, with its MLCC products experiencing a gradual recovery in market demand, benefiting from industry growth and accelerated domestic substitution [6]

2月24日，A股市场冲高回落，创业板指盘中一度涨超2%，截至收盘，沪指涨0.87%，深成指涨1.36%，创业板指涨0.99%。沪深两市成 交额2.2万亿，较上一个交易日放量2194亿。 综合市场消息面来看，今日A股大幅高开，是多重利好因素共振的结果： 春节假期期间，外围市场整体平稳向好，港股与富时中国A50指数稳中有升，为A股开盘营造了良好的外部环境。 国内方面，流动性保持合理充裕，节前逆回购操作有效维护市场资金面稳定，节后资金回流意愿增强，为市场上行提供资金支撑。 同时，宏观经济稳步复苏、产业政策持续落地，进一步提振了市场风险偏好，投资者对马年资本市场表现预期乐观。 盘面上，三大主线表现强势。 首先是周期股，油气开采、有色金属、化工等板块大涨。油气板块全天领涨，通源石油、中油工程、准油股份等十余股封板；贵金属、 有色金属板块拉升走高，湖南白银、白银有色封板；农药、化工、染料等集体走强，和邦生物、美邦股份等多股涨停。 其次是算力产业链。光模块、光纤光缆、MLCC、PCB等方向表现活跃，长江通信、风华高科、华工科技等多股封板。 最后是电力基建产业链。电网设备震荡上行，白云电器、保变电气等封板。 下跌方面，影视传 ...

Market Performance - The three major A-share indices all rose today, with the Shanghai Composite Index increasing by 1.17%, the Shenzhen Component Index by 1.82%, and the ChiNext Index by 1.76% [1] - The strong performance was driven by cyclical stocks, particularly in the oil and gas extraction, non-ferrous metals, and chemical sectors [3] Sector Highlights - The oil and gas extraction and services sector saw significant gains, with a notable increase of 10.29% [3] - Key stocks in this sector included: - Keli Co., Ltd. (涨幅 23.75%, 市值 17 billion) - Tongyuan Petroleum (涨幅 20.04%, 市值 74.8 billion) - Zhongyou Engineering (涨幅 10.13%, 市值 237 billion) [3] - The optical fiber sector also performed strongly, with Changfei Optical Fiber hitting a historical high and a market value of 194.3 billion [4][6] Price Trends - The price of G.652.D single-mode optical fiber reached a near seven-year high of over 35 yuan per core kilometer, driven by increased demand from global AI data centers and supply constraints [6] - The MLCC (Multi-layer Ceramic Capacitor) sector experienced a price increase of nearly 20% in the Korean market, attributed to surging demand from AI servers, which require three times more MLCCs than standard servers [7] Infrastructure and Technology - The power infrastructure sector, including ultra-high voltage and flexible DC transmission, saw significant gains, supported by government initiatives to establish a unified national electricity market by 2030 [10][11] - The expected capital expenditure from major cloud service providers like Amazon, Google, Meta, and Microsoft is projected to reach approximately 598.7 billion, indicating strong demand for AI computing power [8]

消息面上，近期韩国MLCC现货价格已上涨近20%，业内预计短期内仍将持续上涨。涨价背后是AI服务器需求的爆发式增长。作为"电子工业的大米"， MLCC是电子设备电路中用于稳定供电、滤除干扰信号的必备元件。随着人工智能产业快速发展，AI服务器因功耗巨大，其MLCC搭载量较普通服务器增加 3倍以上，需求激增导致供应紧张加剧。 此外，CPO、PCB、铜缆高速连接等板块上涨，新易盛（300502）、中际旭创（300308）、天孚通信（300394）集体上涨，天孚通信涨超13%，股价创历史 新高。 华工科技（000988）涨停，据东湖国家自主创新示范区微信公众号"中国光谷"2月22日消息，春节期间，光谷多家企业、实验室生产线开足马力忙生产。华 工科技旗下多个业务板块生产不停工。"公司联接业务订单已经排到2026年第四季度，AI高速光模块产线24小时满负荷运转。"华工科技光模块业务负责人介 绍，春节期间公司武汉及泰国两大生产基地全线运转，初一即复工，全力保障1.6T、800G等高速光模块的量产交付。 兴业证券表示，2026年亚马逊、谷歌、Meta、微软四家云服务厂商资本开支指引合计约5987亿美元，同比大幅增长，全球AI ...

责任编辑：小浪快报 02月24日消息，截止13:05，MLCC概念板块活跃，风华高科涨停，三环集团、达利凯普、国瓷材料、 洁美科技、博迁新材、宏达电子等个股涨幅居前。 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。 ...

连板股方面，ST京蓝16天12板，ST金鸿、*ST万方5连板，金牛化工7天4板，豫能控股、美邦股份4连 板，江钨装备4天3板，汉缆股份3连板，金正大4天2板，*ST亚振、嘉泽新能3天2板，*ST铖昌、*ST仁 东等2连板，长飞光纤、深南电路等涨停。 2月24日午间，A股半日下来共有87只涨停股、13只跌停股。贵金属板块活跃，白银有色、湖南白银涨 停；MLCC概念走强，风华高科、昀冢科技涨停；玻纤概念上涨，宏和科技、山东玻纤4天3板，中国巨 石、国际复材等4天2板。 *ST精伦、*ST熊猫连续3日跌停，德才股份连续2日跌停，*ST国华、博纳影业、*ST原尚等跌停。 ...

股票频道更多独家策划、专家专栏，免费查阅>> 早盘MLCC概念集体走强，风华高科涨停，达利凯普触及20cm涨停，三环集团、国瓷材料涨超10%，博 迁新材逼近涨停。消息面上，继中国大陆渠道商、三星机电相继涨价20%后，2月17日村田计划对AI服 务器所用的MLCC拟涨价，计划在FY25Q4（2026年1月-3月）完成评估，并于2026年3月底前作出最终 决定。 责任编辑：山上 ...

Core Insights - The Chinese inverter market experienced a contraction from 2018 to 2019 due to significant price drops in inverter products and a slowdown in new solar photovoltaic installations, with the market size falling to 10.069 billion yuan in 2019, a year-on-year decrease of 20.47% [1] - Since 2020, the market has rebounded strongly, driven by technological advancements in the photovoltaic industry and the transition to grid parity, with the market size projected to reach 56.17 billion yuan by 2025 [1] - The inverter industry is expected to maintain a growth trend in the context of ongoing green and low-carbon energy transitions [1] Inverter Industry Overview - Inverters convert direct current (DC) from sources like batteries into alternating current (AC) for various applications, including household appliances and renewable energy systems [2] - The inverter industry is categorized by various classifications, including active vs. passive inverters, grid-connected vs. off-grid inverters, and different power levels [2][3] Industry Policies - The photovoltaic industry is a strategically supported sector in China, with numerous policies aimed at promoting growth, including financial subsidies and industry standards [3] - Recent policies encourage the upgrade of old photovoltaic equipment and the development of high-efficiency inverters to enhance energy density and efficiency [3][4] Industry Supply Chain - The inverter supply chain includes upstream raw materials and components, midstream research and manufacturing, and downstream applications in solar and wind energy, UPS systems, and electric vehicles [4] Current Industry Status - The global inverter market is projected to grow from $5.06 billion in 2015 to $21.429 billion by 2025, with a compound annual growth rate (CAGR) of 16% [6] - China's inverter production is expected to increase from 21.4 GW in 2015 to 334.8 GW by 2025, with demand rising from 13.16 GW to 186.9 GW during the same period [9] Competitive Landscape - The Chinese inverter market features a competitive landscape with both domestic and international players, including leading companies like Huawei and Sungrow, which are gaining market share through innovation and cost advantages [10] - Domestic companies are focusing on niche markets such as residential and distributed energy systems, enhancing their market positions through differentiated products [10] Key Companies - Sungrow Power Supply Co., Ltd. specializes in renewable energy equipment, including inverters, and reported a revenue of 15.327 billion yuan for its inverter products in the first half of 2025, a year-on-year increase of 17.06% [11] - Jinlang Technology Co., Ltd. focuses on photovoltaic inverters and reported a revenue of 1.82 billion yuan for grid-connected inverters in the first half of 2025, a decrease of 11.22%, while its energy storage inverters saw a significant increase of 313.51% [12] Industry Development Trends - The inverter industry is evolving towards higher power density and energy conversion efficiency, utilizing new semiconductor materials and advanced technologies [13] - Inverters are transitioning from mere energy conversion devices to integrated energy management nodes, supporting smart grid functionalities [13][14] - Future developments will include multi-energy coupling and system integration, enabling comprehensive energy management systems [15]

资金面情况 当日盘面数据显示，风华高科获得主力资金净流入约1.17亿元，资金面的积极介入对股价形成了直接支 撑。此外，该股近期活跃度较高，2月5日曾因日涨幅偏离值达7%登上龙虎榜。 股价情况 股价在当日交易中突破了布林带上轨等关键技术位置，处于明确的上升趋势中，这也吸引了部分趋势交 易资金的关注。 以上内容基于公开资料整理，不构成投资建议。 经济观察网风华高科（000636）股价上涨主要受行业景气度提升、公司基本面利好、资金面推动及技术 面因素等多重因素驱动。 行业政策与环境 电子元器件行业，特别是MLCC(片式多层陶瓷电容器)领域，正处涨价周期。行业龙头自2026年2月起对 相关产品调价，市场对风华高科等公司的业绩弹性抱有积极预期。 公司基本面 风华高科在高端产品领域取得突破，其车规级MLCC产品已实现规模化应用，并成功导入新能源车供应 链。同时，公司在AI算力等新兴领域的业务拓展也被市场关注，这些进展被视为其向高附加值领域转 型的关键信号。 ...