多只牛股提示风险！ 今日晚间（2月12日），大牛股宏和科技提示风险称，公司主营业务未发生重大变化，股票价格短期涨幅较 大，请投资者注意二级市场交易风险。 同日晚间，4连板掌阅科技也提示风险称，公司2025年度AI短剧业务收入预计不超过2025年度主营业务收入的 1%；4连板德才股份公告，目前，控股孙公司奇想无限尚无漫剧制作相关业务订单及收入；嘉美包装公告，魔 法原子资本运作计划将完全独立于上市公司，如未来股票价格进一步异常上涨可能再次申请停牌核查。 此外，双良节能公告，商业航天不是公司产品主要的应用领域，公司未直接与Space X发生合作；国际复材公 告，公司生产经营正常，主营业务、经营模式未发生重大变化；2连板豫能控股公告，公司增资标的不属于算 力芯片制造、算力租赁、云服务等行业，项目建成并投入运营后整体盈利相对稳定，利润率相对低于芯片制 造、云服务行业。 双良节能：未直接与Space X发生合作 宏和科技、掌阅科技、德才股份、嘉美包装提示风险 今晚，宏和科技在上交所发布股票交易风险提示公告称，公司股票于2月9日、2月10日、2月11日连续三个交易 日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波 ...

证券代码：002080 证券简称：中材科技 公告编号：2026-004 针对公司股票交易异常波动，公司董事会对公司、控股股东及实际控制人就 相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、公司近期内外部经营环境未发生重大变化，经营情况正常； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项，或处于筹划阶段的重大事项； 中材科技股份有限公司关于股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的 虚假记载、误导性陈述或者重大遗漏负连带责任。 一、股票交易异常情况 中材科技股份有限公司（证券简称：中材科技；证券代码：002080；以下简 称"公司"）股票于 2026 年 2 月 11 日、2026 年 2 月 12 日连续 2 个交易日收盘价 格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的相关规定，属 于股票交易异常波动的情况。 二、公司关注、核实情况说明 四、风险提示 1、经自查，公司不存在违反信息 ...

2月12日，A股三大指数集体上涨，全市场成交额2.16万亿元，较前一交易日增量1597亿元。 市场热点聚焦算力概念、液冷概念，电源设备、CPO概念活跃，小金属、智谱AI、腾讯云、AI芯片等板块涨幅居前；影视概念、文化传媒板块下挫。 今日全市场共60股涨停，连板股总数17只，19股封板未遂，封板率为76%（不含ST股、退市股）。 焦点股方面，算力租赁概念股大位科技4连板、特发信息（维权）7天4板，AI应用端的掌阅科技4连板、德才股份4连板，光伏板块雅博股份4连板。 | 代码 | 名称 | 价格 | 涨幅 | 几天几板 涨停分析 | 换手率 | 成交容负 | | --- | --- | --- | --- | --- | --- | --- | | 603533 | 掌阅科技 | 34.20 | +10.00% | 4连板 AI短剧+字节概念+数字阅读 | 2.68% | 4.0317 | | 600589 | 大位科技 | 13.86 | +10.00% | 4连板 算力租赁+东数西算+IDC | 1.68% | 3.45 Z. | | 002323 | 雅博股份 | 2.62 | +10.08% | 4连板 ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 深股通专用 | | 957次 47.13% 2 | 98426.86 | 15.58% | | 2 机构专用 | | 2021次 41.61% | 12051.13 | 1.91% | | 3 机构专用 | | 2021次 41.61% | 9168.13 | 1.45% | | 4 | 开源证券股份有限公司西安太华路证券营业部 | 128次 42.19% | 4986.99 | 0.79% | | 5 | 广发证券股份有限公司郑州农业路证券营业部 | 40次 32.50% | 4497.89 | 0.71% | | | (买入前5名与卖出前5名)总合计: | | 155393.06 | 24.60% | 格隆汇2月12日｜中材科技(002080.SZ)今日涨停两连板，股价创历史新高，换手率7.73%，成交额63.17亿元。龙虎榜数据显示，深股通买入9.84亿元，卖出 4.58亿元，净买入5.26亿元；四家机构买入4.75亿元，卖出3.39亿元，净买入1.36亿元。上 ...

中材科技今日涨停，成交额63.17亿元，换手率7.73%，盘后龙虎榜数据显示，深股通专用席位买入9.84 亿元并卖出4.58亿元，2家机构专用席位净买入1.96亿元，有2家机构专用席位净卖出6009.90万元。 ...

Core Viewpoint - The report from Guotai Junan indicates that the price increase of traditional fiberglass electronic cloth has accelerated since February, confirming the view that the shift of weaving machine capacity to AI electronic cloth has led to a supply shortage of traditional cloth [1][2]. Group 1: Price Increase and Supply Shortage - The price of traditional electronic cloth has risen significantly in February, with the first week of February seeing prices for 7628 electronic cloth ranging from 4.9 to 5.45 yuan per meter, an increase of 0.5 to 0.6 yuan per meter compared to the previous month [2]. - The announcement from Taiyao Technology on February 10 regarding reduced supply of E-glass products due to strong demand for low-dielectric materials has further fueled expectations of a shortage in traditional cloth [2]. Group 2: Inventory Levels and Profitability - Current inventory levels for leading traditional electronic cloth manufacturers are only two weeks, compared to a normal level of 1 to 1.5 months, primarily due to the impact of weaving machines shifting to produce AI specialty cloth [3]. - The expected increase in prices is likely to boost profitability for leading companies, with China Jushi's traditional electronic cloth capacity at 1 billion meters and Jiantao's at 800 million meters [3]. Group 3: AI Electronic Cloth Demand - The shortage of traditional cloth and the strong demand for AI electronic cloth are interconnected, with 2026 expected to be a year of realization for AI specialty cloth demand [4]. - The demand for CTE cloth has been driven by the packaging board needs of AI chips and consumer electronics, while low-dielectric cloth is expected to see stable demand from specific applications [4]. Group 4: Recommended Stocks - The report recommends investment in China Jushi (600176.SH), Jiantao Laminated Board (01888), and China National Materials (002080.SZ), along with related companies such as International Composites (301526.SZ) and Honghe Technology (603256.SH) [5].

Group 1 - The core viewpoint of the article highlights that Zhongcai Technology has achieved a consecutive two-day limit-up in trading, indicating strong market interest and performance [1] - The stock reached a trading limit at 13:33 with a transaction volume of 5.705 billion yuan and a turnover rate of 7.00% [1] - The surge in the fiberglass sector is primarily driven by rising electronic fabric prices and an explosion in AI computing demand, leading to supply-demand tension [1] Group 2 - The transition of weaving machine capacity to produce AI electronic fabrics has resulted in a supply gap for traditional fabrics, which is expected to drive price increases and enhance profitability for leading fiberglass companies [1] - Zhongcai Technology is recognized as a leading enterprise in the domestic specialty fiberglass and composite materials sector, with its main business covering fiberglass and other segments [1] - The company possesses significant technological advantages in high-end product areas, providing strong support for its continued development [1]

（文章来源：每日经济新闻） 每经AI快讯，2月12日，中材科技盘中涨停，涨幅为9.99%，成交额超55亿元。 ...

Core Viewpoint - The report from Zhongtai Securities indicates that electronic fabric prices have experienced two rapid increases since early 2026, reflecting a tight supply situation in the industry, particularly in the weaving segment [1][2]. Group 1: Price Trends - Electronic fabric prices have risen significantly during the traditional off-season, with Linzhou Guangyuan's 7628 fabric price increasing by 0.55 yuan to 5.40 yuan (+11%) and International Composite's 7628 fabric price rising by 0.55 yuan to 5.20 yuan (+12%) [1]. - The price increase trend has accelerated, confirming a supply-tight situation in the market [1]. Group 2: Supply-Demand Dynamics - The core supply issue lies in the midstream weaving segment, with a projected supply-demand balance for electronic yarn in 2026 showing supply growth of 6.1% versus demand growth of 6.6%, establishing a basis for price increases [2]. - The demand for low-Dk and low-CTE specialty thin fabrics driven by AI applications is increasing, leading to a thinner product structure across the industry and a decline in weaving efficiency [3]. Group 3: Weaving Equipment Shortage - The shortage of weaving machines is expected to extend the supply gap in the industry, with Japan's Toyota being a major supplier of electronic fabric weaving machines, which have a long delivery cycle [4]. - The supply gap for weaving machines is estimated to reach 6.1% in 2026 and potentially 10.6% in 2027, indicating a persistent supply-demand imbalance [5]. Group 4: Investment Recommendations - The report suggests focusing on leading companies with production scale and cost advantages, such as China Jushi (600176), which is expected to maintain a strong performance during the price increase cycle due to its significant capacity [6]. - Other recommended companies include Zhongcai Technology (002080), International Composite (301526), and Honghe Technology (603256), which have both traditional electronic fabric performance and a presence in specialty electronic fabrics [7].

Group 1 - The main stocks with significant capital outflows include Xinyi Technology (-8.52 billion), Zhongji Xuchuang (-7.46 billion), and Shenghong Technology (-7.05 billion) [1] - Other notable stocks with capital outflows are Light Media (-6.74 billion), China Duty Free Group (-5.71 billion), and Zhongwen Online (-5.64 billion) [1] - Guizhou Moutai experienced a capital outflow of -5.61 billion, while Aerospace Electronics saw -5.46 billion [1] Group 2 - The stock performance shows that Xinyi Technology had a decline of -0.31%, and Zhongji Xuchuang decreased by -0.17% [2] - Light Media faced a significant drop of -10.8%, while Zhongwen Online fell by -6.91% [2] - Guizhou Moutai's stock decreased by -1.42%, and Aerospace Electronics dropped by -2.33% [2] Group 3 - Other companies with notable capital outflows include Agricultural Bank (-4.80 billion) and China Satellite (-4.79 billion) [3] - Industrial Fulian had a slight decline of -0.24%, while Xian Dao Intelligent saw a minimal change of -0.05% [3] - The overall trend indicates a significant capital outflow from various sectors, including telecommunications, media, and banking [1][2][3]