上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ | 成分股 基金 | 简况(F10) 资金 分析 | 社区 | | --- | --- | --- | | 全部 龙头股 | 连续3日 3日内有涨停 连板 | | | 名称/代码 | 最新 ◆ 涨幅 ◆ 5日涨幅 = ▶ | | | 瑞松科技 | 48.70 +20.01% +22.18% | | | 688090 | | | | 首板 最终涨停14:38 | | | | 步科股份 | 121.66 +20.00% +21.66% | | | 688160 | | | | 首板 最终涨停13:45 | | | | 上纬新材 | 132.13 +20.00% +24.50% | | | ୧88585 | | | | 首板 最终涨停14:56 智元 | | | | 超捷股份 | 159.40 +16.35% +71.23% | | | 301005 | | | | 人气龙头2 领涨龙头2 | 智元 | | | 吴志机电 | 53.80 +15.15% +50.87% | | | 300503 | | | | 大鹏工业 | ...

Core Viewpoint - The precious metals market experienced significant volatility, with silver prices dropping sharply, while the A-share market saw a pullback despite a strong start, resulting in the Shanghai Composite Index achieving a nine-day winning streak [2][12]. Group 1: Silver Market Dynamics - On December 29, silver futures on the Shanghai Futures Exchange fell over 2% at the close, with a high-to-low drop exceeding 12% [4][6]. - Spot silver prices briefly fell below $75 per ounce, with a decline of over 3% reported [7]. - Analysts attribute the drop in silver prices to profit-taking and progress in peace negotiations between Trump and Zelensky regarding the Russia-Ukraine conflict, which has temporarily pressured gold and silver [8]. Group 2: Silver and Gold Performance - Year-to-date, silver has surged by 181%, outperforming gold, driven by factors such as being recognized as a critical mineral by the U.S., tight supply, low inventories, and increased industrial and investment demand [8]. - Gold has also seen a significant increase of 72% this year, with multiple historical highs reached, influenced by expectations of further U.S. interest rate cuts, geopolitical tensions, strong central bank demand, and rising ETF holdings [8]. - Analysts suggest that if the next Federal Reserve chair adopts a dovish policy, gold could potentially reach $5,000 per ounce by next year, while silver may aim for $100 per ounce by 2026 if interest rates drop and industrial demand remains strong [8]. Group 3: A-share Market Overview - On December 29, the Shanghai Composite Index closed slightly higher, achieving a nine-day winning streak with a gain of 0.04%, while the Shenzhen Component and ChiNext Index fell by 0.49% and 0.66%, respectively [12]. - A total of 1,995 stocks rose, with 87 hitting the daily limit, while 3,332 stocks declined [13]. Group 4: Sector Performance - The commercial aerospace sector continued to show strength, with stocks like China Satellite and Shenjian Co. hitting the daily limit [15]. - Robotics sector stocks remained active, with companies such as Awei New Materials and Buke Co. reaching their daily limit and achieving new highs [16]. - The carbon fiber sector also saw gains, with stocks like Heshun Technology and Jilin Chemical Fiber hitting the daily limit [18]. - Digital currency concept stocks surged, with Yuyin Co. and Cuiwei Co. reaching their daily limit following the announcement of a new digital RMB management framework by the People's Bank of China [20].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今天，A股分化。截至收盘，上证指数上涨0.04%，日线迎来9连阳，深证成指下跌0.49%，创业板指下 跌0.66%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3965.28 | 13537.10 | 3222.61 | | +1.60 +0.04% | -66.79 -0.49% | -21.27 -0.66% | 多元金融板块大涨，拉卡拉、翠微股份、鲁信创投等个股大涨。 消息面，板块有两大催化。一是12月26日，上海证券交易所网站消息称，上海证券交易所制定了《上海 证券交易所发行上市审核规则适用指引第9号——商业火箭企业适用科创板第五套上市标准》。 二是今天央视新闻称，中国人民银行已经出台《关于进一步加强数字人民币管理服务体系和相关金融基 础设施建设的行动方案》，新一代数字人民币计量框架、管理体系、运行机制和生态体系将于2026年1 月1日正式启动实施。 碳纤维板块大涨，吉林碳谷、光威复材等个股大涨。 消息面上，世界碳纤维巨头日本东丽此前宣布，自2026年1月起将上调TORAYCA品牌 ...

12月29日，A股三大指数涨跌不一，沪指微涨走出九连阳，创业板指一度跌超1%，截至收盘，沪指涨0.04%，深成指跌0.49%，创业板指跌0.66%。全市场 成交额约2.16万亿，较上一个交易日缩量234亿，超3300只个股下跌。 从板块来看，机器人概念午后反复活跃，步科股份20cm涨停创历史新高，五洲新春（603667）、模塑科技（000700）等多股涨停。商业航天概念延续强 势，神剑股份（002361）8连板，金风科技（002202）、雷科防务（002413）等十余股涨停。碳纤维概念表现活跃，吉林化纤（000420）、和顺科技 （301237）双双涨停。 下跌方面，电池、乳业、电力等板块跌幅居前。其中电池概念午后震荡下挫，华盛锂电跌超7%。电力板块持续走弱，国电电力（600795）跌近8%。 数字货币概念午后走强 午后数字货币概念快速拉升，截至收盘，翠微股份（603123）涨停，拉卡拉（300773）涨超12%，四方精创（300468）、恒宝股份（002104）等跟涨。 国投瑞银指出，白银价格受美元走势、地缘政治、美联储政策等多重因素影响。假设投资者在场内以2.83元高价买入，若白银价格下跌，带动基金净值从 ...

从翠微股份十大流通股东角度 数据显示，华宝基金旗下1只基金位居翠微股份十大流通股东。华宝中证金融科技主题ETF（159851） 三季度增持334.65万股，持有股数658.45万股，占流通股的比例为1.01%。根据测算，今日浮盈赚取约 480.67万元。 华宝中证金融科技主题ETF（159851）成立日期2021年3月4日，最新规模123.19亿。今年以来收益 16.22%，同类排名3129/4197；近一年收益11.82%，同类排名3289/4180；成立以来收益66.36%。 12月29日，翠微股份涨5.01%，截至发稿，报15.30元/股，成交13.40亿元，换手率14.10%，总市值 122.21亿元。 资料显示，北京翠微大厦股份有限公司位于北京市海淀区复兴路33号，成立日期2003年1月23日，上市 日期2012年5月3日，公司主营业务涉及百货零售业务,第三方支付服务。主营业务收入构成为：第三方 支付68.29%，商品销售25.88%，租赁业务5.43%，其他业务0.41%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标 ...

Group 1 - The financial technology sector experienced a significant surge, with notable stocks like Lakala rising over 12% and others such as Cuiwei Co. hitting the daily limit [1][5] - The financial technology ETF (159851) showed strong performance, increasing by over 1% and achieving a transaction volume exceeding 300 million yuan [1][5] - The People's Bank of China has introduced an action plan to enhance the management and service system for digital RMB, with a new framework set to be implemented on January 1, 2026 [6][7] Group 2 - As of November 2025, digital RMB has processed 3.48 billion transactions, amounting to 16.7 trillion yuan, with 230 million personal wallets opened through the digital RMB app [3][7] - The financial technology sector is benefiting from multiple positive factors, including record trading volumes and the integration of AI into financial services, which is enhancing product value and industry barriers [3][7] - The financial technology ETF (159851) has shown strong liquidity, with an average daily transaction of 800 million yuan over the past six months, leading among similar ETFs [3][7]

Group 1 - The core viewpoint of the news is that the A-share market's digital currency concept stocks have seen significant gains, particularly with Lakala rising over 12% following the announcement of the central bank's digital RMB action plan, which will officially launch on January 1 next year [1] Group 2 - Lakala's stock price increased by 12.19%, with a total market capitalization of 20.6 billion and a year-to-date increase of 52.23% [2] - Other notable stocks include Sifang Jingchuang, which rose by 6.03% with a market cap of 20.8 billion and a year-to-date increase of 141.56%, and Huafeng Superfiber, which increased by 6.22% with a market cap of 12.3 billion and a year-to-date increase of 11.11% [2] - The overall trend indicates a positive momentum in the digital currency sector, as evidenced by the MACD golden cross signal formation, suggesting a strong upward trend for these stocks [1]

数字货币概念股午后持续拉升，拉卡拉涨超10%，四方精创涨超5%，翠微股份、楚天龙、新国都跟 涨。 ...

12月29日，翠微股份跌5.01%，截至发稿，报13.84元/股，成交3.88亿元，换手率4.22%，总市值110.55 亿元。 资料显示，北京翠微大厦股份有限公司位于北京市海淀区复兴路33号，成立日期2003年1月23日，上市 日期2012年5月3日，公司主营业务涉及百货零售业务,第三方支付服务。主营业务收入构成为：第三方 支付68.29%，商品销售25.88%，租赁业务5.43%，其他业务0.41%。 从翠微股份十大流通股东角度 数据显示，华宝基金旗下1只基金位居翠微股份十大流通股东。华宝中证金融科技主题ETF（159851） 三季度增持334.65万股，持有股数658.45万股，占流通股的比例为1.01%。根据测算，今日浮亏损失约 480.67万元。 华宝中证金融科技主题ETF（159851）成立日期2021年3月4日，最新规模123.19亿。今年以来收益 16.22%，同类排名3129/4197；近一年收益11.82%，同类排名3289/4180；成立以来收益66.36%。 华宝中证金融科技主题ETF（159851）基金经理为陈建华、曹旭辰。 截至发稿，陈建华累计任职时间13年11天，现任基金资产总规 ...

Core Insights - The People's Bank of China and eight other departments have issued opinions to support the construction of the Western Land-Sea New Corridor, emphasizing the exploration of digital financial international cooperation [1] - The offshore RMB has surpassed the 7.0 mark against the USD, reaching a high of 6.996, marking the first time since September 2024, while the onshore RMB also crossed 7.01, a new high since September 27, 2024 [1] - The global retail cross-border payment market is projected to grow to $64.5 trillion by 2032, with a compound annual growth rate (CAGR) of 6.2% from 2024 to 2032, which is expected to enhance the infrastructure and application scenarios for RMB cross-border payments [1] Market Sector Analysis - **Cross-Border Payment Technology Services**: Companies providing cross-border payment system construction, technology upgrades, data processing, and solutions will benefit from the rapid growth of CIPS system business and the expansion of digital RMB cross-border payment trials [2] - **Digital RMB Industry Chain**: The evolution of digital RMB into a strategic carrier integrating finance, technology, and data will drive demand for bank IT upgrades, terminal equipment enhancements, and payment institution scenario expansions, presenting new growth opportunities across the entire industry chain [2] - **Banking and Financial Institutions**: The deepening of cross-border RMB settlement facilitation trials and the increasing choice of international enterprises to use RMB for settlement will open up more business space for Chinese banks in cross-border financial services, trade financing, and asset management, enhancing their non-interest income and international competitiveness [2] - **Cross-Border E-Commerce and Foreign Trade**: Policy support for building cross-border e-commerce digital service platforms in relevant provinces and cities will improve service capabilities and efficiency, reduce cross-border payment costs, and create a more favorable operating environment for cross-border e-commerce enterprises to expand overseas [2] Regional Financial Cooperation Beneficiaries - Financial institutions, logistics companies, and foreign trade enterprises in the regions involved in the Western Land-Sea New Corridor will directly benefit from enhanced financial support and deepened cross-border cooperation, with listed companies in these areas likely to gain more policy dividends and market opportunities [3] Relevant Listed Companies - **Sifang Jingchuang (300468)**: Focuses on providing financial IT solutions for financial institutions, with deep expertise in blockchain technology and digital currency, participating in the development and testing of multilateral central bank digital currency bridge projects [4] - **Zhongyi Technology (301208)**: Provides IT infrastructure construction and operation services, expected to benefit from the demand driven by the promotion of digital RMB and the development of financial technology [4] - **Lakara (300773)**: A well-known domestic third-party payment company actively expanding digital RMB acceptance scenarios and participating in multiple pilot projects, likely to benefit from the expansion of the payment ecosystem brought by digital RMB [4] - **Jingbeifang (002987)**: A leading domestic financial technology company providing IT technical services to banks, with bank system upgrades being a key business direction [4] - **Nantian Information (000948)**: A leading provider of financial information solutions, offering professional IT services to banks, with the promotion of digital RMB driving the demand for upgrades in core and peripheral banking systems [4] - **Changliang Technology (300348)**: A core banking system supplier deeply involved in digital RMB projects, providing a range of solutions from core business systems to digital wallets [5] - **Tianyang Technology (300872)**: Provides IT solutions and services to financial institutions, focusing on business areas such as bank credit and transaction banking, with new business opportunities arising from the application of digital RMB in trade settlement and supply chain finance [5] - **Cuiwei Co., Ltd. (603123)**: Its subsidiary has signed cooperation agreements with designated operating banks for digital currency, actively promoting system construction for digital RMB acceptance [5] - **Chutianlong (003040)**: Has a broad layout in the digital currency field, establishing technical and business cooperation with the People's Bank of China and various commercial banks to promote the construction of the digital RMB ecosystem [5]