光纤概念资金流出榜 截至12月15日收盘，光纤概念下跌2.22%，位居概念板块跌幅榜前列，板块内，长飞光纤跌停，腾景科 技、仕佳光子、骏亚科技等跌幅居前，股价上涨的有14只，涨幅居前的有法尔胜、陕西华达、华脉科技 等，分别上涨10.05%、6.88%、6.00%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 乳业 | 4.00 | AI手机 | -2.55 | | 啤酒概念 | 1.70 | 光纤概念 | -2.22 | | 特钢概念 | 1.51 | 共封装光学(CPO) | -2.21 | | 广东自贸区 | 1.41 | 同花顺果指数 | -2.08 | | 冷链物流 | 1.32 | 汽车芯片 | -2.04 | | 白酒概念 | 1.26 | 重组蛋白 | -2.03 | | 预制菜 | 1.22 | F5G概念 | -1.98 | | 光刻胶 | 1.21 | AI眼镜 | -1.85 | | 猪肉 | 1.14 | AI PC | -1.82 | | 免税店 | 1.13 | Sora概念( ...

证券代码：603042 证券简称：华脉科技 公告编号：2025-073 南京华脉科技股份有限公司 2025年第三次临时股东会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 205 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 37,701,521 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 23.4769 | | 份总数的比例（%） | | (一) 股东会召开的时间：2025 年 12 月 12 日 (二) 股东会召开的地点：南京市江宁区东山街道工业集中区丰泽路 66 号华脉国 际广场十五楼会议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 女士、副总经理黄明辉先生、副总经理胥璐璐女士列席本次会议。副总经理 陈玲宏女士因工作原因出差在外以腾讯会议方式列席本次股东会议。 二、 议案审议情况 (一) 非累积投票议案 1、议 ...

上海市锦天城律师事务所 关于南京华脉科技股份有限公司 2025 年第三次临时股东会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意⻅书 上海市锦天城律师事务所 关于南京华脉科技股份有限公司 2025 年第三次临时股东会的 法律意见书 15 日。 本次股东会采用现场投票和网络投票相结合的方式，现场会议于 2025 年 12 月 12 日 14 点 30 分在南京市江宁区东山街道工业集中区丰泽路 66 号华脉国际 广场十五楼会议室如期召开。网络投票采用上海证券交易所股东会网络投票系统， 通过交易系统投票平台的投票时间为 2025 年 12 月 12 日 9 时 15 分至 9 时 25 分、 9 时 30 分至 11 时 30 分、13 时至 15 时；通过互联网投票平台投票时间为股东会 召开当日的 9 时 15 分至 15 时。 本所律师审核后认为，本次股东会召集人资格合法、有效，本次股东会召集、 召开程序符合《公司法》等法律、法规、规章和其他规范性文件以及《公 ...

上交所公开信息显示，当日该股因日换手率达32.27%上榜，营业部席位合计净卖出4215.46万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交2.04亿元，其中，买入成交额为8071.51 万元，卖出成交额为1.23亿元，合计净卖出4215.46万元。 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司总部，买入金额为 2284.96万元，第一大卖出营业部为华鑫证券有限责任公司上海茅台路证券营业部，卖出金额为3107.12 万元。 （原标题：华脉科技换手率32.27%，上榜营业部合计净卖出4215.46万元） 华脉科技(603042)今日上涨0.45%，全天换手率32.27%，成交额9.41亿元，振幅6.95%。龙虎榜数据显 示，营业部席位合计净卖出4215.46万元。 近半年该股累计上榜龙虎榜10次，上榜次日股价平均跌0.66%，上榜后5日平均涨0.13%。 资金流向方面，今日该股主力资金净流出7191.41万元，其中，特大单净流出3890.47万元，大单资金净 流出3300.94万元。近5日主力资金净流入2403.20万元。 10月25日公司发布的三季报数据显示，前三季度 ...

12月8日，A股量价齐升，日成交额重返2万亿元上方，资金偏爱科技股，创业板指大涨2.6%，超3400只个股收涨。其 中，"牛市旗手"券商板块回暖，共封装光学（CPO）等科技细分赛道飙升，"易中天"三只个股成交火爆。 受访人士表示，年末通常攻势偏弱，但宏观数据、微观流动性与产业趋势多方共振，市场动能仍有支撑，A股上行有 望延续。不过，结构性分化加剧，后续须紧盯政策落地节奏及增量资金能否持续进场。 日成交额突破2万亿元 交易量能明显放量，今日成交额增至2.05万亿元，上个交易日成交额为1.74万亿元，一扫上周缩量阴跌的颓势；杠杆 资金方面，截至12月5日，沪深京两融余额共计2.48万亿元。 盘面上主线清晰，科技股强势。CPO概念大涨近6%，半导体、电子元件、电子设备制造、光电子器件、PCB等涨势 喜人。不过，白酒、饮料、石油天然气、白色家电、煤炭、电力等传统股微跌。 | | 东财概念指數 | | | | 东财行业指数 | | | | A股市场模心指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ...

Core Viewpoint - The A-share market has shown a significant increase in both trading volume and price, with a daily turnover exceeding 2 trillion yuan, driven by strong performance in technology stocks and a rebound in the brokerage sector, indicating potential for continued upward momentum in the market [1][2][10]. Market Performance - The A-share market saw a daily turnover of 2.05 trillion yuan, up from 1.74 trillion yuan in the previous trading day, marking a recovery from a recent decline [2]. - Major indices closed higher, with the Shanghai Composite Index rising by 0.54% to 3924.08 points and the ChiNext Index increasing by 2.6% to 3190.27 points [2]. Sector Performance - The technology sector, particularly the CPO concept, experienced a surge of nearly 6%, with significant gains in semiconductor, electronic components, and optical electronics sectors [4][6]. - The communication sector led the gains, with notable stocks such as Tianfu Communication rising over 19% [5][9]. Investor Sentiment - Investor sentiment has been positively influenced by favorable macroeconomic data and liquidity conditions, with expectations of continued support for the A-share market [1][10]. - The non-bank financial sector's rise reflects market optimism regarding the recovery of the financial industry amid improving economic conditions [10][11]. Future Outlook - Analysts suggest that while the current market momentum is supported by various factors, structural differentiation is increasing, and future performance will depend on policy implementation and the sustainability of new capital inflows [1][11]. - The upcoming central economic work conference is anticipated to further influence market sentiment and activity, with expectations of continued policy support for economic recovery [12][13].

Market Overview - The main board saw significant gains with stocks like Dahua Intelligent (+10.03%), Junya Technology (+10.03%), and Huamai Technology (+10.02%) leading the rise [1] - The ChiNext board also performed well, with Zhishang Technology (+20.00%), Dongtian Micro (+20.00%), and Rongke Technology (+20.00%) showing strong increases [1] - The Sci-Tech Innovation board was led by Ruikeda (+20.00%), Saiwei Microelectronics (+18.82%), and Changguang Huaxin (+15.26%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+6.84%) and SW Other Electronics III (+4.77%) [1] Domestic News - New Sound Semiconductor Co., Ltd. completed a C-round financing of 269 million yuan, planning to invest over 150 million yuan in capacity expansion at its Jiaxing production base, aiming to increase BAW filter annual production capacity to 1 billion units [1] - Hengxuan Technology reported smooth progress in the development of its next-generation low-power high-performance wearable chip, the BES6000 series, expected to enter the sample delivery stage in the first half of next year [1] - Visionox announced at Tsinghua University's forum that its fourth-generation pTSF technology has achieved mass production, marking a significant advancement in OLED key materials in China [1] - China's integrated circuit exports reached 1.29 trillion yuan in the first 11 months of this year, a year-on-year increase of 25.6%, significantly outpacing the overall export growth rate [1] Company Announcements - Jieshun Technology announced it won the operation project for the underground parking lot of Zhengzhou Longhu Financial Center, expecting operational revenue exceeding 70 million yuan over a six-year contract period [2] - GoerTek reported progress in the equity transaction of GoerTek Optical Technology Co., Ltd., with all preconditions for the share exchange transaction being met by December 9, 2025 [2] - Naxin Micro announced its first share buyback through centralized bidding, repurchasing 344,547 shares, accounting for 0.21% of the total share capital, with a total buyback amount of 53.74 million yuan [2] - Chuangyi Huikang reported the completion of the transfer of 117,698,823 shares held by Philips Investment, representing 7.60% of the total share capital [2] International News - LaserApps successfully fabricated a 30μm TGV on semiconductor glass substrates, achieving high aspect ratios [2] - Samsung Electronics received an order from AI chip startup Tsavorite, with an order value exceeding 100 million USD for AI chip foundry services using its 4nm process technology [2] - U.S. Senate members proposed legislation to formalize current export controls on advanced semiconductors, potentially affecting companies like NVIDIA and AMD [2] - Dell is considering a price increase of at least 15%-20% for PC and server products due to rising memory prices, with other manufacturers like HP also warning of potential price hikes [2]

资金流向方面，今日该股主力资金净流入1.07亿元，其中，特大单净流入1.07亿元，大单资金净流入 17.40万元。近5日主力资金净流入8279.79万元。 10月25日公司发布的三季报数据显示，前三季度公司共实现营业收入5.77亿元，同比下降5.07%，实现 净利润-3638.47万元。（数据宝） 华脉科技12月8日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 华鑫证券有限责任公司上海茅台路证券营业部 | 2999.84 | | | 买二 | 开源证券股份有限公司西安西大街证券营业部 | 2555.79 | | | 买三 | 中信证券股份有限公司东阳吴宁西路证券营业部 | 1678.37 | | | 买四 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | 1490.53 | | | | 营业部 | | | | 买五 | 华鑫证券有限责任公司上海宛平南路证券营业部 | 1378.33 | | | 卖一 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | ...

Core Insights - The F5G concept sector experienced a significant increase of 4.30%, ranking second among concept sectors, with 34 stocks rising, including Dongtian Microelectronics which hit a 20% limit up [1] - Major contributors to the rise included Huamai Technology, Tongyu Communication, and Dekeli, with respective increases of 10.02%, 10.01%, and 13.19% [1][2] - The sector saw a net inflow of 2.668 billion yuan from main funds, with 22 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflows [1] Sector Performance - The F5G concept sector led the day's performance with a 4.30% increase, followed by other sectors such as Co-packaged Optics (4.72%) and Optical Fiber (3.67%) [1] - The top gainers in the F5G sector included Dongtian Microelectronics (20%), Huamai Technology (10.02%), and Tongyu Communication (10.01%) [1][3] - Conversely, the worst performers included Shanghai Port Group (-0.71%) and Tiandi Technology (-0.17%) [1] Fund Flow Analysis - The leading stocks in terms of net inflow ratio were Huamai Technology (28.70%), Tongyu Communication (21.24%), and Dongtian Microelectronics (12.71%) [2][3] - Huagong Technology topped the net inflow list with 554 million yuan, followed by Changxin Bochuang and Dekeli with 342 million yuan and 325 million yuan respectively [1][2] - The overall fund flow indicates strong investor interest in the F5G sector, with significant capital being directed towards key players [1][2]

截至12月8日收盘，铜缆高速连接概念上涨3.57%，位居概念板块涨幅第4，板块内，41股上涨，瑞可达 20%涨停，汇绿生态、宝胜股份、华脉科技等涨停，长芯博创、中富电路、太辰光等涨幅居前，分别上 涨8.71%、7.99%、6.58%。跌幅居前的有陕西华达、鑫科材料等，分别下跌0.55%、0.24%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 共封装光学(CPO) | 4.72 | 天津自贸区 | -0.99 | | F5G概念 | 4.30 | 草甘膦 | -0.86 | | 光纤概念 | 3.67 | 青蒿素 | -0.51 | | 铜缆高速连接 | 3.57 | 煤炭概念 | -0.51 | | 福建自贸区 | 3.44 | 高股息精选 | -0.38 | | PET铜箔 | 3.02 | 超级品牌 | -0.34 | | 海南自贸区 | 3.00 | 金属锌 | -0.32 | | WiFi 6 | 3.00 | 大豆 | -0.31 | | 光刻机 | 3.00 | 啤酒概念 | -0.31 | ...