受访人士表示，尾盘拉升并非普涨，而是资金集中追逐高确定性标的的结构性行情，亦折射出避险情绪升温。不过，从当前两市成交额来看，具备支 撑"春季躁动"的基础，接下来宜保持"重概念、轻指数"思路。 零售、军工板块熄火 今日，沪指收涨0.07%报3919.98点，创业板指收涨0.41%报3205.01点，深证成指收涨0.27%。科创50、沪深300、上证50微涨，北证50微跌。 12月23日，A股午后下探、尾盘拉升，主要指数多数收红，成交额放量突破1.9万亿元，却有3856只个股收跌，电力设备、半导体板块相对强势。 市场放量391亿元，成交额升至1.92万亿元；杠杆资金持续加码，截至12月22日，沪深京两融余额刷新至2.52万亿元。 盘面上，大消费与军工板块领跌，商业航天、天机互联、北斗导航、航空航天装备、零售以及休闲服务跌幅居前。半导体、英伟达概念、动力电池回收、 氟化工、麒麟电池、稀有金属等概念则涨幅居前。 | 名称 | . | 米幅% ↓ | 涨停家数 | 跌停家数 | 成交额 | 年初至今涨幅% | 5日涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- ...

莱茵生物公告，公司控股股东、实际控制人秦本军与广州德福营养签署《控制权变更框架协议》《股份 转让协议》《表决权放弃协议》，约定秦本军向广州德福营养协议转让其所持公司6000万股股份，占公 司总股本8.09%，并放弃1.89亿股股份表决权，保留2224.83万股股份表决权。交易完成后，广州德福营 养将成为公司控股股东，侯明和LI ZHENFU将成为公司共同实际控制人。 ...

Core Insights - The AI industry in the Yangtze River Delta is projected to reach a trillion yuan scale by 2025, marking a significant transition from technological innovation to practical productivity [1] - The region accounts for one-third of the national AI industry scale and 37.6% of total patents, establishing itself as a leader in the sector [1] Industry Overview - The Yangtze River Delta's AI industry is characterized by "core leadership, multi-point collaboration, and ecological prosperity" by 2025 [2] - Shanghai is positioned as the core hub of the Yangtze River Delta's international technology innovation center, with the Zhangjiang AI Innovation Town covering over 700,000 square meters to promote ecological clustering and large-scale implementation of AI [3] Regional Differentiation - The differentiation in the layout among Shanghai, Jiangsu, Zhejiang, and Anhui is becoming clearer, forming a complementary industrial ecosystem [4] - Shanghai focuses on AI chips, algorithms, and platforms; Jiangsu leverages its industrial strength in smart sensors and image recognition; Zhejiang leads in digital security, intelligent robotics, and smart finance; Anhui excels in voice recognition technology [4] Corporate Breakthroughs - Shanghai's unicorn company, Siyu Technology, is set to become the first "big model" stock on the Hong Kong Stock Exchange by early 2026, showcasing significant advancements in multi-modal general models [5] - The clustering effect of innovation parks like Oasis Zhigu is evident, with products achieving large-scale applications in various sectors [5] Commercialization Challenges - Despite rapid growth, the commercialization of AI applications in the Yangtze River Delta faces challenges, including high costs and regulatory uncertainties [6][7] - The region's AI commercialization is still in small-scale pilot stages, lacking mature models for large-scale replication [6] Future Directions - The national strategy emphasizes deep integration of AI with various economic sectors, with 2026 being a pivotal year for transitioning from "technology aggregation" to "application empowerment" [9] - Shanghai aims to solidify its leading position by achieving a scale of over 300 billion yuan in the smart terminal industry by 2027 [9] Collaborative Efforts - Cross-regional collaboration and scene openness are identified as core focus areas for the Yangtze River Delta's AI industry in 2026 [11] - The region's balanced development avoids the "core city siphon effect" and promotes complementary advantages among provinces and cities [11] Strategic Recommendations - The Yangtze River Delta should leverage existing industrial advantages to accelerate the construction of a collaborative innovation ecosystem across the entire AI value chain [12][13] - Specific recommendations include Shanghai focusing on algorithm and computing power, Jiangsu enhancing manufacturing capabilities, Zhejiang utilizing its digital economy, and Anhui advancing research in brain-like intelligence [13] Conclusion - With the deep integration of technology and application, along with continuous policy and capital support, the Yangtze River Delta is poised to transition from an "AI industry cluster" to a "global AI innovation source" [14]

Group 1 - The chairman of Great Wall Motors, Wei Jianjun, publicly addressed the frequent leadership changes at the WEY brand, stating that it is not due to dismissals but rather the pressure felt by the individuals [1] - Wei emphasized that every Chinese automotive brand has a dream of high-end development, and the complexity of operating a car brand involves a full chain from R&D to sales and service [1] - Since its establishment in 2016, the WEY brand has seen an average leadership change every 12 months, with Zhao Yongpo being the ninth leader in nine years [1] Group 2 - Initially, the WEY brand experienced rapid growth, selling over 100,000 units within nine months of its launch, but sales have since declined significantly, dropping from 100,000 units in 2019 to 36,400 units in 2022, a decrease of over 60% [2] - In 2023, aided by a new product matrix, WEY sold 89,000 units in the first 11 months, with an average transaction price of 293,700 yuan, but this only accounted for 4.4% of Great Wall's total sales of 1,233,300 units [2] - The new CEO, Zhao Yongpo, has the critical task of driving sales growth for the WEY brand [3]

吴京代言的"国产汽水黑马"大窑饮品，资本进程迎来关键落子。 近期，企查查信息显示，大窑嘉宾饮品股份有限公司（下称"大窑"）完成重要高管人事变动——公司创始人王庆东正式卸任法定代表人、董事长等核心职 务。 权力交接 大窑饮品新任董事长、财务负责人及企业法人由具有国际私募背景的戴诚接任，其被视为国际投资机构KKR派驻大窑的关键人员，曾参与收购雷士照明 中国区业务项目，具备成熟的投后管理与企业整合经验。 | SVIP 实际控制人 | 壬 实际控制人图谱 > | | | © 企查查 | | --- | --- | --- | --- | --- | | 序号 | | 实际控制人 | 总持股比例 | 表决权比例 | | | 王庆东 壬 33 | | 68.1589% @ | 86.2193% @ | 为何卖身？ KKR自2007年开始深度布局中国消费领域投资，覆盖企业包括蒙牛、认养一头牛、乖宝宠物（301498）及moody美瞳等，业内人士认为，KKR丰富的管理 运营经验，有助于大窑打破当下的发展瓶颈。 大窑的核心竞争力在于对餐饮渠道的布局，据管理层透露，公司85%以上销售额来自于此。相较于常规零售渠道，餐饮渠道的饮品 ...

兔宝宝公告，董事、副总经理徐俊持有公司股份304.33万股，占公司总股本0.3668%、占剔除公司回购 专户股数后总股本0.3715%。其拟自公告披露日起15个交易日后的3个月内，通过集中竞价或大宗交易 方式减持不超过76.08万股，占公司总股本0.0917%、占剔除公司回购专户股数后总股本0.0929%，不超 其持股25%。 ...

华光新材公告，公司持股5%以上股东杭州铧广投资有限公司于2025年11月5日至2025年12月23日期间通 过集中竞价及大宗交易方式累计减持公司股份144.56万股，占公司总股本的比例为1.60%。本次权益变 动后，铧广投资及其一致行动人金李梅女士、杭州通舟投资管理有限公司合计持股比例由46.92%减少 至45.32%。本次减持为履行已披露的减持股份计划，不涉及资金来源，不会使公司实际控制人发生变 化。 ...

近日，极星汽车宣布，为了解决资金短缺困境，已与其控股股东中国吉利控股集团签订一份最高达6亿美元（折合人民币42亿元）的贷款协议。 此外，这笔贷款并非一次性支付，按照极星的声明，其中最后一笔3亿美元的拨付，将根据极星汽车未来的流动性需求，在获得贷款方同意后方可执行。 六个月前，极星汽车就曾获得现有投资人PSD Investment Limited的2亿美元股权投资，后者由吉利控股集团创始人兼董事长李书福实际控制，不过半年时 间，李书福再度加码。 极星发言人称，这笔股东贷款将通过吉利在瑞典的子公司发放，且属于"次级贷款"（即债务清偿顺序低于普通债务的贷款，常见于关联方融资）。这意味 着该笔贷款不计入其55亿美元的债务契约限额，一笔借款显然无法满足当前极星的资金需求，该发言人同时透露，公司正在积极寻求更多股权融资。 品牌定位混乱、产品迭代滞后、渠道布局失策，让其在华销量持续恶化。2021年至2023年，极星销量分别为2048辆、1717辆、1100辆，2024年销量曾有所 回升，累计销量超三千辆。但后续再度下滑。杰兰路数据显示，今年上半年极星累计销量仅为325辆，月均销量不过百。 持续的经营压力让股东方吉利不得不为 ...

科幻电影《阿凡达3》表现不及预期，让间接参与分账的博纳影业股价坐上了"过山车"。 12月23日，博纳影业一字跌停，最新股价报8.15元。此前，在《阿凡达3》于12月19日正式上映当天，博纳影业跌6.85%，周末过 后，公司在12月22日跌停，最近3个交易日均以大跌收盘，累计跌幅为24.61%。 而拉长时间线来看，在《阿凡达3》上映之前，博纳影业股价在12月上半个月节节走高。本月第一周，12月3日、4日、5日，博纳影 业连续三个交易日内收盘价格涨幅偏离值累计超过20%；第二周，更是走出一波"5天4板"的强势行情；进入第三周，12月15日、16 日、17日，博纳影业连续三天大跌，12月18日收盘大涨9.97%，但自12月19日以来便再度进入大跌模式。 对于股价异动，博纳影业曾在公告中表示，未发现近期公共媒体报道了可能或者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，但关注到股吧等投资者交流平台内"《阿凡达3》"有关话题热度较高。 博纳影业作为中国内地首家登陆美国纳斯达克市场的影视集团，国际业务是其所有业务中的重要一环。早在2015年，博纳影业就曾 向TSG娱乐投资2.35亿美元，后者是一家与20世纪福克斯 ...

Core Viewpoint - Kuaishou's stock price dropped by 3.52% on December 23, resulting in a market value loss of 10.15 billion HKD due to a significant incident involving inappropriate content on its live streaming platform [1][2] Group 1: Incident Overview - On December 22, Kuaishou's live streaming platform was flooded with explicit and violent content, leading to viewer counts nearing 100,000 in some streams [1] - Users reported difficulties in reporting these streams, with many facing failures or delays in the reporting system [1] - Kuaishou took emergency measures by shutting down the live streaming feature and clearing the live page shortly after the incident [1] Group 2: Company Response - Kuaishou issued a statement condemning the illegal activities associated with the incident and reported the matter to law enforcement [2] - The company emphasized its commitment to compliance and stated it would take necessary legal actions to protect its rights and those of its shareholders [2] Group 3: Security Analysis - Experts indicated that the incident was exacerbated by the automation of black and gray market attacks, which outpaced Kuaishou's traditional manual defense mechanisms [3] - The reliance on human review has proven inadequate against the rapid spread of violations, leading to a situation where the platform could not effectively manage the influx of inappropriate content [3] Group 4: Financial Performance - Kuaishou reported a 14.2% year-on-year revenue growth to 35.554 billion CNY in Q3, with operating profit increasing by 69.9% to 5.299 billion CNY [3] - The revenue structure consists of online marketing services (advertising), live streaming, and other services, with advertising contributing the most at 20.1 billion CNY, representing 56.5% of total revenue [4] - The company experienced a reduction in overseas losses, narrowing from 153 million CNY to 64 million CNY, attributed to improved marketing efficiency [4]