今年以来，外资机构积极调研A股上市公司，截至2月25日，累计调研频次已超过600次，Point72资产管 理公司、贝莱德、高盛、千禧年基金等华尔街知名机构均现身调研名单。从调研方向来看，外资高度聚 焦于高端制造与科技创新赛道。多家机构认为，当前A股市场的驱动逻辑正逐步从估值修复转向盈利主 导，除了科技创新与高端制造领域外，出海、消费、金融、医疗、电力设备等多个板块同样蕴藏着丰富 的投资机会。 Wind数据显示，截至2月25日，今年以来外资机构合计调研A股上市公司608次。其中，被称为华尔街"最 疯狂的赚钱机器"的Point72资产管理公司，以及摩根资产管理、瑞银资产管理、贝莱德、富达国际、高 盛、摩根士丹利、美银证券等知名资管公司和国际投行均出现在调研名单上。 值得一提的是，在这份调研名单上，还出现了多策略对冲基金巨头千禧年基金（Millennium Partners）。 资料显示，千禧年基金于1989年创立，总部位于纽约，是全球对冲基金领域的巨头之一。该基金以其极 度的稳定性著称，在1990年至2023年的34年间，其实现了33年的正收益，仅在2008年全球金融危机时出 现亏损。在刚刚过去的2025年，千禧 ...

艾艾精工公告称，公司股票2026年2月25日涨停，近期股价波动较大。公司股票于2025年4月30日被实施 退市风险警示，若2025年度报告不符撤销条件或未申请撤销，股票可能被终止上市。截至目前审计未完 成，年审会计师称不能确定公司2025年扣非后营收超3亿元，其2025年收购公司的业务收入或需扣除， 若扣除则扣非后营收将低于3亿元，无法消除退市指标情形。董事会确认无应披露未披露事项。 ...

记者丨曹恩惠 编辑丨朱益民 骆一帆 2月24日马年春节过后的首个交易日里，燃气轮机概念表现活跃，联德股份、东方电气、杰瑞股份、应 流股份股价大涨，盘中均创下新高。 25日开盘，A股三大指数高开。工业机械股盘初一度冲高，柯莱特30cm涨停，德恩精工、永利股份 20cm涨停，新锦动力涨近16%，联德股份续创新高，年内已累计涨超80%。但截至发稿，板块个股涨幅 有所回落。 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | 卓郎智能 | 3.32 | 8.14% | | 安达智能 | 203.00 | 7.24% | | 开山股份 | 20.88 | 6.69% | | 联德股份 | 67.87 | 6.06% | | 科新机电 | 16.69 | 5.83% | | 克莱特 | 34.16 | 5.86% | | 中捷资源 | 3.42 | 5.23% | | 汉钟精机 | 27.69 | 4.37% | | 美心量申 | 19.82 | 4.43% | | 隆华科技 | 11.92 | 4.29% | | 华宏科技 | 17.00 | 4.04% | 数据截至25日9:39 拥有 ...

权益类产品业绩表现亮眼 在今年以来已披露最新净值的1602只保险资管产品中，实现正收益的产品超九成。 分类型来看，固收类保险资管产品仍占据较多席位，业绩表现整体较为稳健，在1098只固收类产品中， 有1038只产品今年以来实现正收益；权益类保险资管产品有269只，今年以来有245只产品实现正收益； 混合类保险资管产品有220只，今年以来有195只产品实现正收益。 ● 本报记者 石诗语 Wind数据显示，截至2月24日，今年以来已披露最新净值的保险资管产品共有1602只，其中今年以来实 现区间正收益的产品占比高达93.2%。从产品类型看，权益类保险资管产品收益表现亮眼，有近20只产 品今年以来区间收益率超10%。展望后市，业内人士表示，保险资管机构将继续加强对科技创新、新质 生产力等重点领域优质上市公司的跟踪和挖掘。 截至2月24日，今年以来，区间收益率排名前10位的产品中有6只产品属于权益类，其余属于混合类。含 权类保险资管产品近期的高收益率主要得益于年初的市场回暖，具有一定的阶段性特征。其收益波动受 权益市场影响较大，2月以来随着部分板块的阶段性回调，含权类保险资管产品收益率也随之下行。 "今年年初，科技成 ...

21世纪经济报道记者曹恩惠上海报道 拥有装备制造业"皇冠上的明珠"之称的燃气轮机，正因AI等新兴应用场景而需求爆发。 2月中旬，西门子能源发布的2026财年第一财季财报透露了一个信息：受益于大型数据中心自建电厂的 需求增长，其燃气轮机业务在报告期内获得87.5亿欧元订单，创下历史新高，至此该公司截至2025年底 积压的燃气轮机订单高达600亿欧元。 在财报电话会上，西门子能源总裁兼首席执行官克里斯蒂安·布鲁赫（Christian Bruch）称："公司燃气 轮机的交付时间已经排到了2029年、2030年，且2028年的供应也会十分有限。" 西门子能源的业务数据，是反映当前燃气轮机需求紧缺的一个缩影。多家燃气轮机生产商均有类似境地 ——GE Vernova今年1月份交出的财报提及，其截至2025年底的燃气轮机订单规模大幅提升至83GW； 三菱重工则因大型燃气轮机订单合同增加，而计划两年内将产能翻倍；东方电气的燃气轮机业务在分析 机构看来也有望分享全球燃气轮机供应短缺的蛋糕。 "本轮燃机需求的爆发，是AI算力驱动、能源转型补位、电网升级刚需、供给端错配与区域政策共振的 结果。"中泰证券研究所认为，燃气轮机凭借其高 ...

Market Performance - The three major indices rose this week, with the Shanghai Composite Index increasing by 0.41%, the Shenzhen Component Index rising by 1.39%, and the ChiNext Index gaining 1.22% [1] Stock Performance - A total of 7 stocks saw price increases exceeding 40%, with 22 stocks rising over 30%. The top performer was Zhangyue Technology, which surged by 61.11%. Other notable gainers included Dinggu Jichuang (60.47%), Xinyuan Technology (43.71%), and Capital Online (41.99%) [2] - On the downside, 7 stocks experienced declines over 20%, with *ST Lifang leading the drop at 32.73%, followed by *ST Yunchuang (29.60%) and Juliy Suoj (24.24%) [2] Trading Activity - This week, 53 stocks had a turnover rate exceeding 100%, with C Linping leading at 218.78%, followed by Aide Technology at 200.97% and C Electric Science at 196.21%. The majority of these stocks belonged to the media, computer, and defense industries [3][4] Capital Flow - The computer, real estate, transportation, construction materials, and comprehensive sectors attracted significant capital inflow, while the electric equipment, non-ferrous metals, telecommunications, media, biomedicine, defense, and machinery sectors faced net outflows. The electric equipment sector saw over 15 billion yuan in sell-offs [5] - Dongshan Precision received the highest net inflow of 1.948 billion yuan, with a weekly increase of 7.60%. Other stocks with notable inflows included Deep Technology and Huasheng Tiancai, with net inflows of 1.857 billion yuan and 1.644 billion yuan, respectively. Conversely, BlueFocus, Zhongji Xuchuang, and Xiexin Integration faced significant sell-offs of 3.294 billion yuan, 2.741 billion yuan, and 2.637 billion yuan, respectively [5] Financing Activity - A total of 1,146 stocks received net financing purchases this week, with 551 stocks having net purchases exceeding 10 million yuan. 83 stocks had net purchases over 100 million yuan. Kunlun Wanwei topped the list with a net purchase of 651 million yuan and a weekly increase of 10.20% [6] Institutional Research - A total of 71 listed companies were researched by institutions this week, with Tian Shun Wind Power receiving the most attention from 237 institutions. Other companies like Nankuang Group, Guoneng Rixin, and Doli Technology were researched by 51, 39, and 35 institutions, respectively [7] - Institutions continued to focus on sectors such as industrial machinery, automotive parts and equipment, and non-metallic metals [9] New Institutional Interest - Institutions showed first-time interest in 68 stocks this week, with 17 stocks receiving target prices. Notable mentions include Ruixin Microelectronics, which was rated "Overweight" by Tianfeng Securities with a target price of 200.33 yuan, and China Uranium Industry, rated "Outperform" by Guoxin Securities with a target price range of 108.30 to 120.90 yuan [10][11][12]

一、总体情况 聚焦优势行业和重点领域，围绕工业机械、建筑建材、医保医疗、食品、纺织服装、车辆等重点行业，将中东、南美、"一带一路"沿线国家（地 区）展会列入计划，形成每月均有展会的市场开拓节奏，助力企业巩固传统市场，开拓新兴市场。 结合企业开拓市场需求，择优选取100个境内外展会列入贸易促进计划（见附件），其中货物贸易展会89个，服务贸易展会7个，跨境电商专题展 会4个；境外展会94个，境内展会6个；重点展会30个，推荐展会70个。 为进一步推动外贸稳规模优结构，发挥政策引导作用，助力我市企业多元拓展国际市场，按照市县联动、资源整合、动态调整、公开公正原则， 市商务局制定了《徐州市2026年贸易促进计划》（以下简称贸促计划）。现将有关事宜通知如下。 二、组织实施 贸促计划分为重点展会、推荐展会。重点展会由市商务局会同市财政局制定支持政策，有关支持细则另行通知；推荐展会由各县（市）区商务部 门因地制宜，参考市级支持政策制定本地政策，实行错位扶持。 三、有关要求 徐州市2026年贸易促进计划 | 序号 | 展会名称 | 展会日期 | 举办国别 | 举办城市 | 备注 | | --- | --- | --- | - ...

Group 1 - The core focus of institutional research this week (February 9 to February 13) was on 71 listed companies, with Tianshun Wind Power receiving the most attention from 237 participating institutions [1] - Other companies that attracted significant institutional interest include Nanmin Group, Guoneng Rixin, and Doli Technology, with 51, 39, and 35 institutions respectively conducting research on them [1] - In terms of industry focus, institutions are continuing to concentrate on sectors such as industrial machinery, automotive parts and equipment, and non-metallic metals [1]

Major Events - Fuhong Hanlin (02696) received NMPA approval for the Phase I clinical trial application of HLX15-SC for the treatment of multiple myeloma [1] - Kangzheng Pharmaceutical (00867) signed an exclusive distribution agreement for the original drug Lidoderm® lidocaine gel patch [1] - MicroPort Robotics-B (02252) surpassed 200 global commercial orders for the Tumai® laparoscopic surgical robot [1] - BGO Group (08220) plans to acquire a proposal from Stephen Chow at a discount of approximately 91.79% [1] - Kogee Pharmaceuticals-B (02171) signed a strategic cooperation agreement with Shanghai Jinguang Enterprise Development to build a commercial production base for CAR-T cell therapy products in Jinshan [1] Operating Performance - China Resources Land (01109) reported total contract sales of approximately 11.65 billion yuan in January, a year-on-year increase of 0.4% [1] - Hua Hong Semiconductor (01347) announced a profit attributable to the parent company of 54.881 million USD for 2025, a year-on-year decrease of 5.6% [1] - China Coal Energy (01898) reported coal sales of 20.05 million tons in January, a year-on-year decrease of 7.3% [1] - China Metallurgical Group (01618) signed new contracts worth 73.65 billion yuan in January [1] - China Communications Construction (01800) reported new contracts worth 1.883672 trillion yuan for 2025, a year-on-year increase of 0.13% [1]

Lincoln Electric Holdings, Inc. Overview Safe Harbor and Regulation G Disclosures Forward-Looking Statements: Statements made during this presentation which are not historical facts may be considered forward-looking statements. Forward-looking statements involve risks and uncertainties that could cause actual events or results to differ materially from those expressed or implied. Forward-looking statements generally can be identified by the use of words such as "may," "will," "expect," "intend," "estimate," ...