2025.12. 09 本文字数：1347，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日涨超1% 截至午盘，沪指跌0.13%，深成指涨0.09%，创业板指涨1.07%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 3918.83 | -5.25 | -0.13% | | 399001 | 深证成指 | Amb | 13341.62 | 11.63 | 0.09% | | 399006 | 创业板指 | S | 3224.38 | 34.12 | 1.07% | 盘面上，算力硬件产业链反复活跃，CPO方向领涨，中际旭创刷新新高；电路板、高速铜连接、消 费电子概念涨幅居前。有色金属、地产、煤炭、券商跌幅靠前。 | 板块名称 | 福岡市 | 11 - 1 | | --- | --- | --- | | 海南 | -3.05% | +0.05% | | 海南自贸区 | ● -2.75% | +0.04% | | 工业全属 | -2.69% | ...

重塑能源有关负责人表示，公司积极响应构建绿色航运体系、发展清洁能源船舶的政策导向，持续加强 产业协作。今年以来，重塑能源已先后与钦实集团、中船集团等相关方建立合作，致力于围绕船舶运营 的实际需求，打造高性能、高可靠性的船用氢燃料电池系统及整体解决方案。各方将通过合作，共同探 索氢能技术在船舶领域的标准化与规模化应用路径，为航运业的绿色低碳转型提供支持。 中化新网讯 近日，在河北邯郸举办的"2025中船集团氢能日"活动上，重塑能源集团与中国船舶集团旗 下武汉氢能与燃料电池产业技术研究院有限公司签署关于合作开发船用氢燃料电池系统的协议。 根据协议，双方将整合各自在氢能领域和船舶工程领域的技术与资源优势，在产品联合开发与市场协同 拓展方面开展深入合作。本次合作旨在推动船用氢燃料电池系统的技术研发与工程化应用，促进氢能技 术的多元化与规模化发展，共同构建氢能产业新生态。 ...

Group 1 - Honghua Digital intends to acquire 49% equity of Shandong Yingkejie for 105 million yuan, resulting in full ownership of the company, which specializes in industrial inkjet technology [1] - Xue Ren Group's metal plate fuel cell stack project has passed final acceptance, delivering complete technical documentation and meeting performance requirements [2] - PIANO's controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [3] Group 2 - COSCO SHIPPING Specialised Carriers plans to invest 258 million yuan in Shenshan Port Investment Company, acquiring a 20% stake [4] - Jieshun Technology has won a management project for an underground parking lot, expecting over 70 million yuan in revenue by the end of the contract in 2031 [5] - Aerospace Rainbow is collaborating with Zhongtian Rocket to establish a company focused on artificial weather modification technology with a total investment of 50 million yuan [6] Group 3 - Purun Co. intends to acquire 49% equity of Nuoya Changtian through a combination of shares, convertible bonds, and cash, making it a wholly-owned subsidiary [7] - Dongfang Yuhong plans to sell a commercial property for 10.12 million yuan, expecting a significant asset disposal loss [8] - Tianqi Lithium is applying for designated delivery warehouse qualifications for lithium hydroxide at the Guangzhou Futures Exchange [9] Group 4 - Tianfu Communication is planning to issue H-shares on the Hong Kong Stock Exchange, with details yet to be finalized [10] - ST Yishite's controlling shareholder will transfer 4.18 million shares to Hubei Jingjiang Industrial Investment Group, changing the actual controller to the Jingzhou State-owned Assets Supervision and Administration Commission [11] - Dongwei Technology's directors and key technical personnel plan to reduce their holdings by up to 1.11% of the company's shares [12] Group 5 - Guojin Securities shareholders plan to reduce their holdings by a total of 0.72% of the company's shares [23] - Hongde Co. controlling shareholder and associated parties plan to reduce their holdings by up to 3% [24] - Aopu Mai's restructuring plan to acquire 100% of Pengli Bio has been approved by the exchange [26] Group 6 - Kosen Technology intends to sell 100% of Kosen Medical for 915 million yuan due to challenges in its business environment [28] - Rongsheng Petrochemical's subsidiary plans to transfer 100% of Rongsheng Energy (Zhoushan) to Rongsheng Holdings [29] - Jingji Zhino reported a cumulative sales revenue of 3.464 billion yuan from pig sales in the first 11 months of 2025 [30]

在燃料运输和加注环节，中船集团旗下江南造船带来4项创新成果，包括绿氢长距离运输破局之作20000 CBM液氢运输船、液氨储运与再气化一体化标杆200000 CBM ULAC-FSRU（PANDA 200AF）超大型液 化气船等。这些成果在展会上获得必维船级社（BV）颁发的原则性认可证书。同时，中国船级社武汉 规范研究所向海德威科技颁发国内首张甲醇重整燃料电池系统方案原理认可证书，该系统成功解决船舶 氢气储运难、加注成本高的行业痛点，可提升船舶续航能力与运行效率。 展会上，中船集团七一一所"齐耀"船用发动机系列型谱正式发布，获颁中国船级社全球首张船用氨氢燃 料发动机原理认可证书。中船动力集团也推出X82DF-E多燃料主机，该机型是全球首制机型，可使用燃 油、甲醇或乙醇多种燃料，首批订单将于2027年起交付。 中化新网讯 12月2日至5日，2025年中国国际海事技术学术会议和展览会（以下简称"中国国际海事会 展"）在上海举行。本届展会首次设置Energytec未来能源展区，集中展示氢能、氨、甲醇等替代燃料技 术与应用，多项代表中国船舶工业最高水平的自主研发绿色动力技术集中亮相。 ...

每经AI快讯，12月9日，中船系板块早盘拉升，中国船舶涨近5%，中国动力、中船防务、中船汉光跟 涨。 （文章来源：每日经济新闻） ...

中船系板块早盘拉升，中国船舶涨近5%，中国动力、中船防务、中船汉光跟涨。 ...

【今日新股】 【隔夜行情】 •周一（2025年12月8日），A股市场三大指数集体收涨，截至收盘，沪指报3924.08点，涨0.54%；深证 成指报13329.99点，涨1.39%；创业板指报3190.27点，涨2.6%。总体来看，个股涨多跌少，上涨个股超 3400只。沪深两市全天成交额2.04万亿元，较上个交易日放量3100亿元。 •周一（2025年12月8日），港股承压走低，恒指跌超1%再失守两万六大关。截止收盘，恒生指数跌 1.23%或319.72点，报25965.36点，全日成交额为2062.3亿港元；恒生国企指数跌1.25%，报9083.53点； 恒生科技指数平收，报5662.55点。 •周一（当地时间2025年12月8日），美国股市逢感恩节次日提早三小时收盘，三大指数连续第五个交易 日上涨。截至收盘，道琼斯指数涨0.61%，报47716.42点；标普500指数涨0.54%，报6849.09点；纳斯达 克综合指数涨0.65%，报23365.69点。 元创股份，证券代码001325，发行价格24.75元/股，发行市盈率12.93倍；公司主营业务为橡胶履带类产 品的研发、生产与销售，主要产品包括农用机械橡 ...

Company News - Weidi Co., Ltd. plans to acquire control of Jiu Xing Precision by purchasing 51% of the shares from its current shareholders, which is expected to constitute a major asset restructuring. The acquisition will allow Weidi to gain at least 51% voting rights in Jiu Xing Precision, making it a subsidiary [6][7] - Jiu Xing Precision specializes in the research, production, and sales of precision metal components, primarily serving the mid-to-high-end home appliance sector. It is recognized as a "little giant" enterprise in the national specialized and innovative category [7] - Yili Co., Ltd. announced a cash dividend distribution plan for the first half of 2025, proposing a distribution of 0.48 yuan per share, totaling 3.036 billion yuan, with the record date set for December 16, 2025 [8] - Suhao Fashion plans to conduct an asset swap with its controlling shareholder, involving the acquisition of a 54% stake in Jiangsu Suhao Zhongjia Fashion Co., Ltd. and the divestment of its 100% stake in Jiangsu Shuntian Chemical Storage Co., Ltd. [8] - China Shipbuilding announced a cooperation agreement for a new shipbuilding project involving 87 vessels, with a total value of approximately 50 billion yuan, primarily settled in cross-border RMB [8] - Tailong Pharmaceutical will change its controlling shareholder to Jiang Pharmaceutical Group, with the stock resuming trading on December 9 [8] - Ruixin Microelectronics reported a net profit of approximately 780 million yuan for the first three quarters of 2025 and plans to distribute a cash dividend of 0.30 yuan per share, totaling 126 million yuan [8] - China Metallurgical Group plans to sell its 100% stake in China Metallurgical Real Estate and related debts for approximately 60.7 billion yuan [9] - HeFu China reported significant stock price fluctuations, with a cumulative increase of 336.83% from October 28 to December 8, raising concerns about potential overvaluation [9] Economic Indicators - According to the General Administration of Customs, China's total goods trade value reached 41.21 trillion yuan in the first 11 months of 2025, a year-on-year increase of 3.6%. Exports were 24.46 trillion yuan, up 6.2%, while imports were 16.75 trillion yuan, up 0.2%. In November alone, trade value was 3.9 trillion yuan, growing by 4.1% [2]

Market Overview - The overall market trend remains upward, with most sectors finding support at the 60-day moving average and initiating a rebound [7] - The "spring躁动" (spring excitement) may start earlier in mid to late December, with balanced allocation in growth and cyclical sectors being recommended [7] - A potential "double bottom" formation could provide a good opportunity for accumulation if the market revisits the November 21 position [7] Stock Performance - Major U.S. stock indices closed lower, with the Dow Jones down 0.45%, Nasdaq down 0.14%, and S&P 500 down 0.35% [3] - Notable tech stocks showed mixed performance: Nvidia up 1.7%, Oracle up 1.3%, while Apple down 0.3%, Meta down 1.0%, Amazon down 1.1%, and Google down 2.1% [3] - The Nasdaq Golden Dragon China Index rose 0.08%, with Baidu up 3.5% and JD.com up 0.1%, while Alibaba down 0.1% and NetEase down 2.1% [3] Commodity Prices - International oil prices faced downward pressure, with WTI crude oil down 2.00% at $58.88 per barrel and Brent crude oil down 1.98% at $62.49 per barrel [3] - International gold prices also declined, with COMEX gold futures for December delivery down 0.61% at $4187.20 per ounce [3] Regulatory Developments - The State Administration for Market Regulation in China is establishing a "dual loss control" risk prevention technical system for the electric vehicle industry, aimed at accurately identifying accident causes and improving investigation standards [5] - The system includes national standards for analyzing fire defects in electric vehicles, filling a gap in standardized analysis methods [5] Corporate Actions - China Minmetals plans to sell assets worth approximately 60.68 billion yuan to Minmetals Development and China Minmetals [6] - Midea Group has completed a share repurchase plan worth 10 billion yuan, intending to cancel 1.24% of the company's total share capital [6] - Agricultural Bank of China plans to distribute approximately 38.15 billion yuan in cash dividends for the first half of 2025 [7]

Group 1 - The Central Political Bureau of the Communist Party of China emphasizes the need for a stable yet progressive economic approach in 2026, focusing on quality improvement and efficiency enhancement, with a strong domestic market and innovation-driven growth [2] - China's total import and export value for the first 11 months of 2025 reached 41.21 trillion yuan, a year-on-year increase of 3.6%, with exports growing by 6.2% and imports by 0.2% [3] - The Ministry of Finance is expected to continue an expansionary fiscal policy in 2026, with a fiscal deficit rate not lower than 4%, and new government debt projected to exceed approximately 12 trillion yuan [4] Group 2 - The A-share market saw significant gains, with the Shanghai Composite Index closing up 0.54% and the Shenzhen Component Index up 1.39%, indicating a strong market sentiment [5] - The Hong Kong Hang Seng Index fell by 1.23%, with notable declines in certain sectors, while the lithium battery sector showed strong performance [5] - The domestic retail price of refined oil has decreased for two consecutive times, with a reduction of 55 yuan per ton effective from December 8 [8] Group 3 - The global storage market is expected to experience a "triple super cycle," with demand for DRAM, NAND, and HBM projected to drive market growth by 98% to $445 billion by 2026 [9] - Binance has received operational licensing from the Abu Dhabi International Financial Centre, marking a significant regulatory milestone for cryptocurrency exchanges [10] - Paramount has made a hostile takeover bid for Warner Bros valued at $1.084 trillion, surpassing Netflix's previous offer [11]