MACD金叉信号形成，这些股涨势不错！ 格隆汇12月10日丨星宇股份(601799.SH)公布，公司于2025年12月10日召开第七届董事会第五次会议， 审议通过《关于使用暂时闲置的公开发行A股可转换公司债券募集资金进行现金管理的议案》，同意公 司使用公开发行A股可转换公司债券募集资金适时购买安全性高、流动性好、低风险的保本型理财产 品，最高额度不超过2.00亿元。 ...

星宇股份公告称，公司拟以集中竞价交易方式回购股份，回购金额不低于亿元且不高于3亿元，回购价 格不高于180元/股，回购期限为自董事会审议通过之日起12个月内。回购股份将用于员工持股计划。 ...

特朗普政府高度重视机器人产业，机器人 产业或将迎来国内和海外共振发展 核心观点 投资建议与投资标的 汽车与零部件行业 行业研究 | 行业周报 从投资策略上看，预计能确定进入特斯拉、Figure 等机器人配套产业链的汽零将受益， 建议持续关注人形机器人链、T 链、液冷产业链、华为产业链、智驾产业链公司。 相关标的：上汽集团、江淮汽车、比亚迪、赛力斯、中国重汽、宇通客车；银轮股份、 新泉股份、博俊科技、爱柯迪、拓普集团、嵘泰股份、经纬恒润、岱美股份、沪光股 份、保隆科技、精锻科技、斯菱股份、华阳集团、华域汽车、伯特利、德赛西威、科博 达、星宇股份、三花智控、福耀玻璃、浙江荣泰等。 风险提示 宏观经济下行影响汽车需求、上游原材料价格波动影响、车企价格战压力。 国家/地区 中国 行业 汽车与零部件行业 报告发布日期 2025 年 12 月 07 日 中性（维持） | 姜雪晴 | 执业证书编号：S0860512060001 | | --- | --- | | | jiangxueqing@orientsec.com.cn | | 袁俊轩 | 执业证书编号：S0860523070005 | | | yuanjunxuan ...

内容概况：在全球汽车产业电动化、智能化转型的背景下，汽车照明系统正经历从传统功能照明向智能 场景定义的重要变革，成为影响行车安全与交互体验的核心部件。中国凭借完善的产业链基础、持续的 技术创新能力以及有力的政策支持，已发展成为全球汽车照明领域的重要力量。近年来，随着我国汽车 照明智能化进程加速推进，以及单车智能照明系统价值含量的显著提升，行业规模呈现持续增长态势。 数据显示，中国汽车照明系统行业市场规模从2020年的558.6亿元增长至2024年的809亿元，年复合增长 率为9.7%。未来，随着自适应远光、像素化控制、光场交互等先进技术的进一步普及，汽车照明系统 将朝着更智能、更集成、更个性化的方向持续演进，推动行业进入高质量发展新阶段。 关键词：汽车照明系统行业发展历程、汽车产销量、汽车照明系统行业产业链、芯片产量、全球汽车照 明系统行业产值、中国汽车照明系统行业市场规模、汽车照明系统行业发展趋势 一、汽车照明系统行业概述 汽车照明系统是为保障行车安全设计的装置，是车辆的重要组成部分，由外部照明、内部照明和灯光信 号系统构成。外部照明包含前照灯、雾灯、示宽灯、刹车灯、转向灯等设备，在夜间行车时提供路面照 明 ...

来源：瑞恩资本RyanbenCapital 来自江苏常州的A股上市公司星宇股份(601799.SH)发布公告称，为深化国际化战略布局，提升公司品牌 国际影响力，积极借助国际资本市场拓展多元化融资渠道，助力公司高质量发展，正在筹划发行境外股 份（H股）并在港交所上市事宜。 星宇股份指，公司正在与相关中介机构就本次H股上市的具体推进工作进行商讨，相关细节尚未确定， 本次H股上市不会导致公司控股股东和实际控制人发生变化。 星宇股份，创立于1993年，专注于汽车车灯的研发、设计、制造和销售，是我国主要的汽车全套车灯总 成制造商和设计方案提供商之一，产品主要包括汽车前部灯具、后部灯具和内外饰车灯等。客户涵盖德 国大众、一汽-大众、上汽大众、戴姆勒、北京奔驰、德国宝马、华晨宝马、通用汽车、上汽通用、日 本丰田、一汽丰田、广汽丰田、日本日产、东风日产、广汽本田、东风本田、一汽红旗、东风汽车、奇 瑞汽车、吉利汽车、理想汽车、蔚来汽车、小鹏汽车、赛力斯、江淮汽车、北汽新能源及某国际知名新 能源车企等多家国内外汽车整车制造企业。 星宇股份(601799.SH)于2011年2月1日在上交所上市，截至2025年12月5日午间收市，其 ...

星宇股份创立于1993年，2011年A股上市，公司实际控制人周晓萍被誉为"车灯女王"。 从公司成立以来，星宇股份一直专注于汽车（主要是乘用车）车灯的设计、开发、制造和销售，是我国 领先的汽车车灯总成制造商和设计方案提供商之一，产品主要包括汽车前部灯具、后部灯具和内外饰车 灯等。 12月3日晚间，星宇股份发布的公告显示，公司为深化国际化战略布局，提升品牌国际影响力，积极借 助国际资本市场拓展多元化融资渠道，助力公司高质量发展，正在筹划发行境外股份（H股）并在香港 联合交易所有限公司上市事宜。 专注汽车车灯领域32年，星宇股份（601799）（601799.SH）"暴露"了未来发展的野心。 12月3日晚间，星宇股份发布的公告显示，公司为深化国际化战略布局，提升品牌国际影响力，积极借 助国际资本市场拓展多元化融资渠道，助力公司高质量发展，正在筹划发行境外股份（H股）并在香港 联合交易所有限公司上市事宜。 业绩方面，长江商报记者发现，自2009年有可查数据以来，星宇股份营业收入已连续增长近17年。 2025年前三季度，星宇股份营业收入达107.10亿元，同比增长16.09%。按照当前增速，公司2025年全年 营业收入 ...

Core Points - The Shanghai Composite Index closed at 3875.79 points, slightly down by 0.06%, with a total trading volume of 1561.665 billion yuan [1] - A total of 56 A-shares have surpassed the half-year line, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is above the half-year line, indicating a stable market performance [1] - The total trading volume for A-shares today reached 1561.665 billion yuan [1] Notable Stocks - Stocks with the highest deviation rates from the half-year line include: - Huawu Co., Ltd. (300095) with a deviation rate of 12.77% and a price increase of 19.96% [1] - Hengerd (300946) with a deviation rate of 11.14% and a price increase of 20.01% [1] - Yingqu Technology (002925) with a deviation rate of 8.13% and a price increase of 10.02% [1] - Other stocks that have just crossed the half-year line include Ruifeng Bank, Baosheng Co., and Guosheng Zhike, which have smaller deviation rates [1] Detailed Stock Data - A detailed table lists various stocks, their trading performance, turnover rates, half-year line prices, latest prices, and deviation rates, highlighting the performance of each stock [1][2]

12月4日，星宇股份盘中上涨2.02%，截至13:03，报125.32元/股，成交1.51亿元，换手率0.42%，总市值 358.01亿元。 资金流向方面，主力资金净流出1099.39万元，大单买入2480.32万元，占比16.48%，卖出3579.72万元， 占比23.78%。 星宇股份今年以来股价跌5.05%，近5个交易日涨3.57%，近20日涨0.02%，近60日涨4.88%。 资料显示，常州星宇车灯股份有限公司位于江苏省常州市新北区秦岭路182号，成立日期2000年5月18 日，上市日期2011年2月1日，公司主营业务涉及整车制造企业提供配套车灯产品,专注于汽车(主要是乘 用车)车灯的研发、设计、制造和销售。主营业务收入构成为：汽车零部件95.71%，其他4.29%。 星宇股份所属申万行业为：汽车-汽车零部件-车身附件及饰件。所属概念板块包括：车联网（车路 云）、华为汽车、汽车电子、汽车零部件、智能汽车等。 截至9月30日，星宇股份股东户数1.38万，较上期增加19.06%；人均流通股20772股，较上期减少 16.01%。2025年1月-9月，星宇股份实现营业收入107.10亿元，同比增长16.09 ...

Group 1 - China's self-developed reusable launch vehicle Zhuque-3 successfully completed its maiden flight, marking a new milestone in the country's commercial space industry, with predictions that the industry could reach a scale of 7-10 trillion yuan by 2030 [2] - The U.S. ADP employment report for November showed a decrease of 32,000 private sector jobs, the largest drop in two and a half years, leading to increased expectations for a Federal Reserve rate cut [2] Group 2 - The Chinese government is promoting new urbanization as a key driver for expanding domestic demand and upgrading industries, emphasizing the need for urban renewal and addressing the urban-rural dual structure [3] - The Chinese Ministry of Commerce reported that the trade-in program for consumer goods has generated over 2.5 trillion yuan in sales, benefiting over 360 million people [3] Group 3 - The A-share market experienced a decline, with the Shanghai Composite Index down 0.51% and the Shenzhen Component down 0.78%, while the coal sector saw gains [5] - The Hong Kong Hang Seng Index fell 1.28%, with significant net buying from southbound funds, particularly in Alibaba [5] Group 4 - New active equity funds have shown signs of building positions, with over 80% of newly established funds experiencing net value fluctuations, while the consensus is to focus on AI applications for future allocations [6] - Morgan Stanley upgraded its rating on the Chinese stock market to "overweight," citing a higher risk of significant gains compared to losses [6] Group 5 - The Chinese government has initiated a parenting subsidy program for families with children under three years old, with over 30 million applications submitted and approved [4] - Cambodia will implement a visa-free policy for Chinese citizens from June to October 2026, allowing for multiple entries [4] Group 6 - The cultural and tourism sector in China is set to integrate with the civil aviation industry through a new action plan aimed at enhancing domestic travel accessibility and developing low-altitude tourism [9] - The Chinese passenger car market saw retail sales of 2.263 million units in November, a year-on-year decline of 7%, while the new energy vehicle market grew by 7% [9] Group 7 - The China Internet Finance Association is enhancing self-regulation for financial applications and mini-programs, aiming to mitigate risks associated with digital financial channels [10] - Binance appointed co-founder He Yi as co-CEO to expand its global business and strengthen compliance efforts [10] Group 8 - The U.S. stock market saw slight gains, with the Dow Jones up 0.86%, while the tech sector faced declines, particularly in Chinese concept stocks [15] - European stock indices showed mixed results, with the French market benefiting from consumer sector resilience [15] Group 9 - The domestic bond market experienced narrow fluctuations, with most interest rates rising, while the central bank conducted a reverse repurchase operation [17] - The U.S. Treasury yields collectively fell, indicating a shift in investor sentiment [17] Group 10 - International precious metals futures generally rose, supported by expectations of a Federal Reserve rate cut and positive economic data from Europe [18] - Crude oil prices increased amid ongoing geopolitical tensions, particularly related to the Russia-Ukraine conflict [18]

Group 1: Policy and Economic Developments - The State Council approved the "Yangtze River Delta Land Space Planning (2023-2035)", aiming to maintain arable land at no less than 161.48 million acres by 2035, with ecological protection areas and water usage limits specified [2] - The Ministry of Commerce reported that from January to November, the trade-in of consumer goods generated over 2.5 trillion yuan in sales, benefiting over 360 million people [2] Group 2: Aerospace and Technology Advancements - The Zhuque-3 rocket successfully launched on December 3, completing its mission and entering the designated orbit [3] - The 2025 Commercial Space Forum opened in Wuhan, highlighting the strategic importance of aerospace as a key emerging industry, with plans to develop a "China Star Valley" for commercial space innovation [4] - Chinese scientists developed a new nickel-based superconductor, achieving the highest superconducting transition temperature for this material, which could pave the way for room-temperature superconductors [5] Group 3: Company News - Moer Thread's stock is set to be listed on the Sci-Tech Innovation Board on December 5 [6] - Muxi Co., Ltd. has set its initial public offering price at 104.66 yuan per share [7] - Grinda participated in the strategic placement of Muxi's initial public offering with an investment of approximately 80 million yuan [8] - Aerospace Electromechanical's stock price has shown significant deviation from its fundamentals [9] - Xingyu Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange [10] - Wanlong Optoelectronics is planning to acquire control of Zhongkong Information, leading to a stock suspension starting December 4 [11] - Tencent Holdings repurchased 1.04 million shares for 636 million HKD on December 3 [12] - Pulutong is planning an asset acquisition, resulting in a stock suspension starting December 4 [13] - *ST Songfa signed a shipbuilding contract valued between 70 million to 100 million USD [14] - New Media Co. plans to distribute 11 yuan per 10 shares (including tax) before the third quarter of 2025 [15] - *ST Chuntian's main business and operational scope remain unchanged [16]