经济观察网拓日新能（002218）股价在近期市场整体表现平稳的背景下出现持续调整，主要与公司基本 面承压、行业环境严峻以及市场资金行为等因素相关。截至2026年2月12日收盘，公司股价报6.96元， 当日下跌3.73%，近五个交易日累计下跌2.79%。 公司基本面 当前光伏行业面临阶段性供需失衡，产品价格处于历史低位，全行业普遍承压。在此背景下，拓日新能 还面临特定的经营风险：截至2025年三季度末，公司应收账款余额仍高达12.51亿元，占用了大量营运 资金，存在回款风险。同时，公司经营性现金流恶化，主营业务"造血"能力减弱。 资金面情况 从市场资金行为看，近期机构及北向资金呈现净卖出态势。例如在2026年2月5日，龙虎榜数据显示机构 净卖出7903.63万元，深股通净卖出1.08亿元。近5日主力资金净流出2.09亿元，表明大资金态度较为谨 慎。 股价情况 从技术走势看，股价在近期冲高至8.18元(2026年2月10日)后回落，目前处于短期均线下方，面临一定的 技术性调整压力。前期累计涨幅较大(年初至今涨幅仍达60.37%)，部分资金可能存在获利了结的需求。 拓日新能股价的持续下跌，是公司基本面业绩亏损、光伏 ...

| 代码 | 股票名称 | 融资买入额(亿元 | | --- | --- | --- | | 300502.SZ | 新易盛 | 25.36 | | 300308.SZ | 中际旭创 | 24.32 | | 300476.SZ | 胜宏科技 | 17.14 | | 300394.SZ | 天孚通信 | 16.32 | | 300274.SZ | 阳光电源 | 15.67 | | 300136.SZ | 信维通信 | 15.26 | | 300017.SZ | 网宿科技 | 14.13 | | 300058.SZ | 蓝色光标 | 12.7 | | 688256.SH | 寒武纪 | 12.24 | | 603986.SH | 兆易创新 | 10.49 | 三、基金发行情况 昨日有8只新基金发行，分别为：上银稳健睿享三个月持有(FOF)C、鑫元中证港股通科技指数C、鑫元中证港股通科技指数A、上银稳健睿享三个月持有 (FOF)A、中信建投双颐3个月持有期债券A、招商裕田混合发起式C、中信建投双颐3个月持有期债券C、招商裕田混合发起式A，详情见下表： 一、证券市场回顾 南财金融终端数据显示，昨日（2月9日，下同）上 ...

2月9日A股市场普涨，主要股指全线收高，沪指涨1.41%报4123.09点，深成指涨2.17%，创业板指涨 2.98%。沪深两市成交额2.25万亿元，较前一交易日放量约1037.51亿元，4372股上涨，717股下跌。主 力资金净流入261.26亿元，半导体（核心股）、通信设备、光伏（核心股）设备等板块资金流入居前； 酿酒、贵金属（核心股）等板块净流出。题材上AI漫剧、AI语料、短剧互动游戏等AI相关概念领涨， 采掘、原油等板块跌幅居前。 今日，A股十大人气热股如下：协鑫集成、TCL中环、中文在线、掌阅科技、中超控股、捷成股份、三 六零、拓日新能、湖南白银（核心股）、博纳影业。 | 热度排名 | 人气个股 | 热度值 | 所属概念 | 热度标签 | | --- | --- | --- | --- | --- | | 持续上榜 | J 协鑫集成 | 10.0 | 钙钛矿电池, HJT电池 | | | TOPCON电池, BC电池 | 2 TCL中环 | 9.0 | | 首板涨停 | | 中文在线 | 3 | 9.0 | Sora概念(文生视频),Al语料 | 首板涨停 | | 短剧游戏,AI语料 | 4 掌阅科 ...

Core Viewpoint - The article highlights the optimistic sentiment in the market, particularly in the U.S. stock market, with indicators suggesting a peak in positions and liquidity, while also identifying key investment opportunities in international stocks, Chinese consumer sectors, and emerging market resource producers [1][3]. Group 1: Market Sentiment and Indicators - The Bull & Bear Indicator from Bank of America has reached 9.6, the highest level since March 2006, indicating a peak in positions, liquidity, and inequality [1]. - The recent market rebound has led to a surge in optimism, with investors positioning themselves ahead of the holiday season [1]. Group 2: Investment Opportunities - The best investment directions towards 2026 include international stocks, the Chinese consumer sector, and emerging market resource and commodity producers [3]. - The AI computing demand is still in its early growth phase, with Nvidia's CEO stating that high investments will continue for the next 5-10 years, alleviating concerns about "overcapacity" in computing power [3]. Group 3: Sector Performance and Trends - The optical communication sector has seen significant gains, driven by Nvidia's rebound and the growing demand for AI computing [3][10]. - The A-share market has shown strong performance, with major indices rising and significant trading volumes, particularly in the optical communication and AI application sectors [10]. Group 4: Industry Developments - Nvidia's CPO (Coherent Photonic Optics) is expected to begin mass production in Q4 2026, with major clients likely to include Microsoft and Oracle [7]. - The AI application sector is gaining traction, with companies like Rongxin Culture and Haikan Co. seeing stock price surges due to advancements in AI models [10][12]. Group 5: Chemical and Real Estate Insights - The chemical sector is experiencing price increases, with companies like Xinhecheng raising export prices for vitamin E [19]. - The real estate market shows a year-on-year increase in second-hand housing transactions, indicating a potential recovery in the sector [21].

(本文来自第一财经) 协鑫集成四连板，杭电股份、杉杉股份两连板，亚玛顿、赛伍技术、TCL中环、拓日新能、爱旭股份、 双良节能等近20股涨停。 ...

盘后数据显示，2月9日龙虎榜中，共35只个股出现了机构的身影，有17只股票呈现机构净买入，18只股 票呈现机构净卖出。当天机构净买入前三的股票分别是巨力索具、湖南白银、飞沃科技，净买入金额分 别是1.54亿元、1.18亿元、7162万元。当天机构净卖出前三的股票分别是通源石油、拓日新能、中文在 线，净流出金额分别是1.68亿元、1.55亿元、9574万元。（第一财经） ...

（来源：淘金ETF） 1. 西子洁能（002534） 总部位于浙江杭州，是国内领先的清洁能源装备制造企业，旗下杭州众能光电深度参与国家重点研发计 划"高性能低成本钙钛矿光伏技术"，在太空光伏领域具备核心技术储备。主营业务覆盖新能源装备、光 伏材料及航天能源应用，依托在钙钛矿、柔性光伏等领域的技术积累，为太空光伏提供关键材料与解决 方案。太空光伏布局方面，公司聚焦高性能光伏材料研发，其钙钛矿技术可适配极端空间环境，已在航 天领域实现技术突破，未来有望成为太空光伏核心材料供应商。增长展望：随着太空光伏商业化进程加 速，公司在核心材料领域的技术优势将逐步转化为业绩增长，2026年有望受益于行业爆发，打开成长空 间。 2. 上海港湾（605598） 是国内基础建设龙头企业，旗下控股子公司伏曦炘空依托集团技术实力，在商业航天能源领域布局太空 光伏业务。主营业务包括基础工程建设、航天能源装备研发及太空光伏系统集成，聚焦空间太阳能电站 核心装备研发，为商业航天项目提供能源解决方案。太空光伏布局方面，公司深耕空间太阳能技术，开 发适配太空环境的光伏系统，已在商业航天项目中实现应用落地，未来将持续拓展太空光伏业务边界。 增长展 ...

共35只个股出现了机构的身影。 盘后数据显示，2月9日龙虎榜中，共35只个股出现了机构的身影，有17只股票呈现机构净买入，18只股 票呈现机构净卖出。 当天机构净买入前三的股票分别是巨力索具、湖南白银、飞沃科技，净买入金额分别是1.54亿元、1.18 亿元、7162万元。 当天机构净卖出前三的股票分别是通源石油、拓日新能、中文在线，净流出金额分别是1.68亿元、1.55 亿元、9574万元。 | | 龙虎榜 2.09 | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 巨力索具 | -1.96% | 15374.22 | | 湖南日银 | 9.97% | 11808.20 | | 飞沃科技 | 20.00% | 7161.91 | | 光力科技 | 20.02% | 6947.70 | | TCL中环 | 9.98% | 5676.52 | | 凯德石英 | 15.08% | 4602.39 | | 神剑股份 | -1.97% | 4293.59 | | 杰普特 | 20.00% | 3668.74 | | 广康生化 | 16.04% | 3274.44 ...

Group 1: AI and Media Industry - ByteDance launched the Seedance 2.0 video generation model on its Dream platform, receiving widespread acclaim in the AI industry [6] - The short drama and comic drama sectors are transitioning towards "premium and industrialization," with Haikan Co. actively investing in micro-short dramas, achieving commercialization in its AI comic drama business [9] - Xiaohongshu is developing AI video editing products, aiming to enhance e-commerce monetization through AI, benefiting small and medium-sized businesses [12] Group 2: Chemical Industry - Zhejiang Longsheng announced a price increase for disperse dyes by 2000 yuan per ton starting February 8, 2026, marking the first price rise since October 2025 [15][17] - The dye industry in China is experiencing consolidation due to high pollution, leading to the exit of small and medium enterprises, which may benefit leading companies [15] - Companies like Runtu Co., Zhejiang Longsheng, and Jinjis Co. have seen significant stock price increases, with gains of 18.52%, 15.03%, and 20.07% respectively over three trading days [15] Group 3: Solar Energy Industry - Tesla is evaluating multiple sites in the U.S. to expand its solar cell manufacturing capacity, targeting 100 GW annually within three years [20] - GCL-Poly announced a breakthrough in perovskite tandem solar cell technology, achieving a conversion efficiency of 33.31% [20] - TuoRi New Energy successfully completed a MW-level thin-film silicon/crystalline silicon heterojunction solar cell R&D project, leading to a stock price surge [22] Group 4: Commercial Aerospace - China successfully launched a reusable experimental spacecraft on February 7, 2026, to support peaceful space utilization [31] - Zhongchao Holdings is expanding its business in commercial aerospace and plans to raise funds for high-end components in aerospace and gas turbines [31] - The global commercial aerospace market is projected to reach $800 billion by 2030 [31] Group 5: Computing Power Industry - Tower Semiconductor announced a partnership with NVIDIA to develop advanced silicon photonics technology for AI data centers [34] - Google is significantly increasing its capital expenditure for AI infrastructure, with over 60% allocated for server procurement [35] - Companies like Light Library Technology have seen stock price increases due to their involvement in OCS technology, which is expected to have a broad application in data centers [37]

格隆汇2月9日｜拓日新能今日涨停，成交额33.47亿元，换手率30.87%，盘后龙虎榜数据显示，深股通 专用席位买入1.14亿元并卖出7644.28万元，有4家机构专用席位净卖出1.55亿元。 ...