A股2月收官！沪指月线斩获3连阳，春节后市场交投持续活跃，"日成交超万亿"已成常态。从板块来看，热点聚焦度显著提升，涨价题材大放异彩，化工、 有色金属表现突出。 2月最后一个交易日（2月27日），A股三大指数涨跌不一，全市场超3200只个股上涨，沪深京三市成交额2.51万亿元，较昨日小幅缩量504亿元。 盘面上，小金属狂飙突进，稀土持续涨价，湖南黄金等9股狂掀涨停潮，有色ETF（159876）场内涨幅最高上探3.82%。磷化工风口叠加TDI行情催化，化工 ETF（516020）斩获4连阳，继续刷新2022年1月以来的阶段高点。 算力方向继续活跃！中国AI调用量首超美国，国产算力有望受益，重点布局国产AI产业链的科创人工智能ETF（589520）场内价格拉升2.03%；云计算进入 密集涨价周期，大数据ETF（516700）场内价格劲涨2.05%；华为云码道公测，盘古生态再扩容，重仓软件开发行业的信创ETF基金（562030）场内价格上 涨1.76%，收复5日、10日均线。 全球AI发展驱动电力需求激增，叠加"HALO交易"加持，电力ETF（159146）场内再涨2.64%连创上市新高，基金经理曹旭辰指出，伴随A ...

Highlights (Unless otherwise noted, all financial amounts in this news release are expressed in U.S. dollars. IBC is reporting the performance of "continuing operations" at its Copper Alloy division, "discontinued operations" at its Massachusetts facility, and a combination of continuing and discontinued operations. ...

Vancouver, British Columbia--(Newsfile Corp. - February 26, 2026) - GoldQuest Mining Corp. (TSXV: GQC) (OTCQX: GDQMF) ("GoldQuest" or the "Company") is pleased to announce the appointments of Coille Van Alphen and Jose Michelen to the Company's board of directors (the "Board"), effective immediately, to fill the vacancies created by the resignations of Bill Fisher and Julio Espaillat from the Board.Mr. Fisher and Mr. Espaillat have served on the Board for 16 years and 15 years, respectively. The Company wo ...

Summary of Advanced Alloys Corp Conference Call Company Overview - **Company Name**: Advanced Alloys Corp (Ticker: IBC on TSXV, IAALF on OTCQB) - **Industry**: Advanced alloys manufacturing, serving sectors such as defense, aerospace, automotive, telecommunications, and precision manufacturing [1][2] Core Points and Arguments - **Product Offering**: IBC specializes in producing copper and aluminum-scandium alloys, being the only company in the U.S. that both casts and forges copper alloy products [2][3] - **Technical Expertise**: The company boasts a strong technical team, including three metallurgical engineers, who assist in developing high-tech products for various applications, particularly in space [3] - **Manufacturing Capabilities**: IBC operates a vertically integrated facility in Franklin, Indiana, which includes casting, forging, heat treating, and machining operations [4][5] - **Market Position**: IBC is positioned to benefit from a new copper super cycle, with a diverse customer base and a strong foundation for growth [4][6] - **Demand Drivers**: There is a significant increase in demand for copper and copper alloys, particularly in the naval defense sector, driven by U.S. military initiatives and advancements in 5G and 6G technologies [6][10] Growth Strategy - **Expansion Plans**: IBC aims to expand production of near-net-shape copper alloy cast products and introduce copper-nickel and aluminum-bronze alloys [8][9] - **Naval Defense Focus**: The company plans to increase sales of materials and parts to the U.S. Navy, capitalizing on the growing demand in the defense sector [9][10] - **Copper Super Cycle**: The company anticipates a multi-decade demand upcycle for copper, with U.S. demand expected to rise significantly from 25 million tons in 2021 to nearly 49 million tons by 2035 [11][12] Financial Insights - **Sales Growth**: The foundational business is growing at a compounded annual growth rate (CAGR) of 4%-6%, with expectations for accelerated growth due to new initiatives [8][37] - **Investment in Infrastructure**: IBC plans to invest approximately $5 million in a vacuum induction furnace to enhance production capabilities, with an additional $25 million earmarked for a radial forge to serve naval defense needs [17][18] Market Dynamics - **Tariff Impact**: U.S. copper tariffs on finished goods do not affect IBC as they primarily purchase raw copper, allowing them to maintain competitive pricing [21][25] - **Scandium Aluminum Alloys**: IBC has developed aluminum-scandium alloys, which are lighter and stronger than traditional aluminum, presenting significant market potential in aerospace and other industries [30][31] Customer Relationships - **Naval Industry Engagement**: IBC has established strong relationships with naval subcontractors and primes, leading to increased orders and trust in their product quality [35][36] Conclusion - **Future Outlook**: IBC is well-positioned to leverage its technical expertise and market dynamics to drive growth, particularly in the naval defense sector and through the anticipated copper super cycle [37]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 来源：华泰期货 作者： 师橙 市场要闻与重要数据 期货行情： 库存与仓单方面，LME 仓单较前一交易日变化1350.00吨万249650吨。SHFE 仓单较前一交易日变化 10717 吨至287806吨。2月 25 日国内市场电解铜现货库 50.85万吨，较此前一周变化 15.49万吨。 策略 2026-02-25，沪铜主力合约开于 101650元/吨，收于 102460元/吨，较前一交易日收盘0.94%，昨日夜盘 沪铜主力合约开于 102，880元/吨，收于 103，040 元/吨，较昨日午后收盘上涨0.58%。 现货情况： 据 SMM 讯，昨沪期铜2603合约换月首日，现货报价随合约切换显著调整。市场供需两端同步回暖：前 期锁定的进口货源持续到港，叠加未交割仓单陆续流出，流通货源维持高位；下游企业节后逐步复工， 入市询价采购增多，采销情绪明显回升。值得注意的是，供应增量释放更为直接，尤其未交割仓单流出 对升贴水形成压制。不过隔月Contango结构下，持货商向远月交仓意愿分流部分现货，对贴水构成支 撑。整体处于节后再平衡初期，预计今日现货贴 ...

Bornite Work Program Underway Following the Closing of $3.07m Financing VANCOUVER, BC / ACCESS Newswire / February 25, 2026 / Ameriwest Critical Metals Inc. (CSE:AWCM)(OTC PINK:AWLIF)(FSE:5HV) ("Ameriwest" or the "Company") is pleased to provide the following corporate update outlining the Company's near-term goals and objectives for 2026. Recent Completion of Financing On February 10, 2026 , the Company announced the closing of an oversubscribed private placement for gross proceeds of $3,065,750 through th ...

Key Takeaways Vale posted 2025 revenues of $38B and EPS up 15%, with iron, copper and nickel output beating expectations.VALE targets higher iron ore and copper capacity through 2030, backed by major expansion projects.CLF reported a wider 2025 loss, citing weak auto demand and lower steel prices despite cost cuts.Vale S.A (VALE) and Cleveland-Cliffs Inc. (CLF) are major players in the global iron ore and steel supply chain. Vale is a leading iron ore producer and Cleveland-Cliffs is a top U.S. steelmaker a ...

2025年全年涨幅超220%，2026年开局不到两个月，价格又像坐上了火箭，直冲云霄 。 来源：铁合金在线 2月24节后开盘首日，当A股三大指数还在犹豫下一步往哪儿走的时候，小金属板块已经用脚投票，CS稀金属指数上涨2.75% 。 来源：雪球 人狠话不多，金属狠起来，也没黄金什么事儿了。 当全世界的目光还停留在黄金是否见顶、美联储何时降息的时候，一个不起眼的"小金属"：钨，已经悄然完成了它的史诗级逆袭。 市场在追捧什么？ 明牌上写着的，是那个被誉为"工业牙齿"的钨。 有人说这是资金的炒作，也有人说是黄金带崩了钨概念。但当我翻开最新的行业数据，却发现事情远没那么简单。这背后，是一场关于资源、政策与新质 生产力的深度博弈。 现货市场"煤飞色舞"，长单价频创新高 我们先来看一组热乎的数据。根据中钨在线的最新统计，截至2026年2月24日，钨产业链上下游已经全线飘红。 2026年钨产品价格最新报价表 | 产品名称 | 规格 | 最新价格 | 较年初涨幅 | 数据时间 | 来源 | | --- | --- | --- | --- | --- | --- | | 黑钨精矿 | ≥65% | 70.5万元/吨 | +53. ...

分析师 2: 各位投资人，大家晚上晚上好，给大家这个拜个晚年，祝大家这个马年要发财。那么今天 我们那个技术团队跟大家这个也相当于简要的全面的汇报一下我们对这个各金属的看法。 我汇报一下钢铁和整个有色的整体的看法。我们汇报的都比较短小精要。这个钢铁是这样 子的，我们对钢铁我们是看多看多。前面我们是偏谨慎，现在我们看多。这个，但是，看 看多的这个斜率可能还不是说特别的陡峭。主要的原因，我们认为钢铁行业就关注一个事 就是这个供给侧。 那么供给侧，它这个政策，也是内生式的，就是它也不是说大家也不要过多地去打探信息 啥的，这个他也是叫做，也是内生式的。我们认为，行业盈利太差，就供给侧的预期就会 强一点行业盈利太也太好，供给侧就没什么预期了。所以说，钢铁板块的投资机会，主要 集中在行业盈利特别差的时候，或者说预期特别好的时候，就这两点。那目前是什么时间 点？目前的时间点就是盈利情况比较差的时候。我们看到那个，我们整理了一下，已经发 了业绩预告的，这个钢铁公司大概 20 家，这 20 家钢铁公上市公司的四季度的业绩、经营 情况，跟 24 年三四季度的情况。 差不多，那么大家知道，过去钢帘行业是有两个历史上非常差的时候，15 ...

20 February 2026 | 3:15PM EST Equity Research Energy, Utilities & Mining Pulse: Investors Asking: What Are Takeaways from the Road or Recent Management Meetings? While the Natural Resources complex has performed well this year, there has been significant dispersion under the hood. One of the key drivers of relative performance has been corporate governance and management changes. With that in mind, our analysts have spent much of February on the road, at conferences and on earnings calls engaging with manag ...