格隆汇12月17日｜翠微股份公告，公司股票交易连续两个交易日收盘价格涨幅偏离值累计达到20%，属 于股票交易异常波动。经自查及向控股股东核实，公司不存在应披露而未披露的重大信息。2025年一至 三季度，公司主营业务处于亏损状态，归属于上市公司股东的净利润为-311,121,722.37元。公司目前生 产经营活动正常，日常经营情况未发生重大变化。股价剔除大盘和板块整体因素后的实际波动幅度较 大，敬请广大投资者理性投资，注意投资风险。 ...

人民财讯12月17日电，二连板翠微股份（603123）12月17日披露股票交易异动公告称，经公司自查并向 控股股东及实际控制人核实，不存在应披露而未披露的重大信息。公司目前生产经营活动正常，日常经 营情况未发生重大变化。公司股价剔除大盘和板块整体因素后的实际波动幅度较大。 ...

翠微股份公告称，2025年12月16日、12月17日，公司股票连续两个交易日收盘价格涨幅偏离值累计达 20%，属异常波动。经自查及核实，不存在应披露未披露重大信息，目前生产经营正常。2025年一至三 季度，公司主营业务亏损，归母净利润为-3.11亿元，扣非净利润为-3.11亿元。公司提示投资者注意二 级市场交易、经营等风险，理性投资。 ...

翠微股份12月17日发布公告，2025年12月16日、12月17日，公司股票交易连续两个交易日收盘价格涨幅 偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易价格异常波动的情 形。经核实，公司目前生产经营活动正常，日常经营情况未发生重大变化，外部市场环境、行业政策未 发生重大变化。经向控股股东北京翠微集团有限责任公司函证确认，公司控股股东及实际控制人不存在 其他应披露而未披露的重大信息，包括但不限于：涉及本公司的重大资产重组、股份发行、收购、债务 重组、业务重组、资产剥离、资产注入、股份回购、股权激励、破产重整、重大业务合作、引进战略投 资者等重大事项。 ...

南财智讯12月17日电，翠微股份公告，2025年12月16日、12月17日，公司股票交易连续两个交易日收盘 价格涨幅偏离值累计达到20%，属于股票交易异常波动。经公司自查并向控股股东及实际控制人核实， 不存在应披露而未披露的重大信息。2025年一至三季度公司主营业务处于亏损状态，归属于上市公司股 东的净利润为-311,121,722.37元，归属于上市公司股东的扣除非经常性损益的净利润为-311,020,884.09 元。公司目前生产经营活动正常，日常经营情况未发生重大变化。公司股价剔除大盘和板块整体因素后 的实际波动幅度较大。敬请广大投资者理性投资，注意投资风险。 ...

Market Overview - The market experienced a collective rebound with the Shanghai Composite Index rising over 1% and the ChiNext Index increasing by over 3% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.81 trillion yuan, an increase of 87 billion yuan compared to the previous trading day [1] - More than 3,600 stocks in the market saw an increase, with sectors such as energy metals, computing hardware, batteries, and insurance leading the gains [1] Stock Performance - 49 stocks hit the daily limit up, while 20 stocks faced limit down, resulting in a sealing rate of 71% [1] - Baida Group achieved a five-day limit up streak, while Shengtong Energy and other stocks also showed strong performance with multiple consecutive limit ups [1][3] - New stock Muxi Co. saw a maximum increase of over 750% on its first trading day, closing as the third highest stock in the market [3] Sector Analysis - The computing hardware sector is expected to maintain strong growth, with AI server demand projected to double by 2026 [5] - Lithium carbonate futures reached nearly 110,000 yuan per ton, with a daily increase of nearly 9%, driving a surge in lithium mining stocks [6] - The retail sector is expected to benefit from the government's focus on expanding domestic demand, with Baida Group and other retail stocks showing strong performance [7][34] Investment Opportunities - The financial sector is seeing increased activity, with major brokerages experiencing significant stock price increases following merger announcements [8] - The AI and lithium battery sectors are highlighted as key growth areas, with strong demand expected to continue [5][6] - The tourism and hotel sectors are also gaining traction, driven by increased booking volumes for the upcoming holiday season [7][24]

Market Overview and Sector Characteristics - The Shanghai Composite Index closed up by 1.19%, while the Shenzhen Component Index fell by 2.40%, with the median change in A-shares being an increase of 0.61% [1] - A total of 49 stocks hit the daily limit up, an increase of 7 from the previous day, while 19 stocks hit the limit down, an increase of 4 [2] Industry Characteristics - The sectors with the most limit-up stocks today were communication equipment, specialized equipment, and general equipment [3] - In the communication equipment sector, 5 stocks reached the limit up, driven by accelerated 5G construction and AI computing demand [4] - The specialized equipment sector saw 4 stocks limit up, supported by policy backing and recovering orders [4] - The general equipment sector had 3 stocks limit up, boosted by policy support for equipment upgrades and enhanced manufacturing recovery expectations [4] Concept Characteristics - The most represented concepts among limit-up stocks were optical communication, liquid cooling servers, and consumer sectors [5] - In the optical communication concept, 7 stocks hit the limit up, benefiting from the explosive demand for AI computing and the acceleration of 800G optical module shipments [5] - The liquid cooling server concept also had 7 stocks limit up, as liquid cooling technology becomes the mainstream solution for heat dissipation due to AI computing demand [5] - The consumer sector had 6 stocks limit up, supported by policy stimulus and the year-end consumption peak, with strong expectations for consumer potential [5] Limit-Up Stock List - Among the limit-up stocks, 3 reached historical highs, including Yingweike, Ping An Electric, and Huanxu Electronics [6] - 10 stocks reached near one-year highs, including Shengtong Energy, Jiamei Packaging, and others [7][8] Main Capital Flow - The top 5 stocks with the highest net inflow of main capital among limit-up stocks were Yingweike, Guojiji Heavy Industry, Guangxun Technology, ShenNan Circuit, and Meinian Health [9][10] - The stocks with the highest net inflow as a percentage of market value included Wangzi New Materials, Nanjing Business Travel, and others [10] Continuous Limit-Up Situation - There were 41 first-limit stocks today, with 5 stocks achieving a second limit up and 3 stocks achieving three or more consecutive limit ups [11] - The top 5 stocks with the most consecutive limit ups included Baida Group, Shengtong Energy, and others [11]

证券时报·数据宝统计显示，涨停个股中，主板有55只，创业板3只，科创板1只。以所属行业来看，上 榜个股居前的行业有机械设备、通信、医药生物行业，上榜个股分别有6只、6只、5只。 涨停股中，ST中迪、*ST铖昌等9只股为ST股。连续涨停天数看，*ST铖昌已连收6个涨停板，连续涨停 板数量最多。从收盘涨停板封单量来看，*ST宁科最受资金追捧，收盘涨停板封单有2551.25万股，其次 是翠微股份、古鳌科技等，涨停板封单分别有1609.51万股、879.18万股。以封单金额计算，深南电路、 翠微股份、古鳌科技等涨停板封单资金较多，分别有2.60亿元、2.27亿元、1.48亿元。（数据宝） 两市涨停股一览 截至收盘，上证指数报收3871.44点，上涨1.22%；深证成指收于13224.51点，上涨2.40%；创业板指上 涨3.39%；科创50指数上涨2.49%。 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002916 | 深南电路 | 222.53 | 2 ...

Group 1 - The core viewpoint of the news is that the recent reduction of risk factors for insurance companies by the financial regulatory authority will expand the scale of insurance capital investment in A-shares, encouraging insurance companies to increase their market participation and support a stable and active capital market [1] - According to Dongwu Securities, the financial technology opportunities in 2026 will focus on two main lines: the short-term sustainability of market activity and the mid-term performance elasticity of financial IT, driven by policy support and improvements in the financial sector [1] - The current valuation of the CSI Financial Technology Theme Index is at a near six-month low, indicating sufficient valuation digestion, which, combined with high market activity expectations and hot topics like digital economy and AI finance, suggests that it may be an opportune time for left-side allocation in financial technology [1] Group 2 - As of December 15, the financial technology ETF (159851) has a latest scale exceeding 9 billion yuan, with an average daily trading volume of 800 million yuan over the past six months, leading in scale and liquidity among eight ETFs tracking the same index [2] - On the afternoon of the 17th, there was a sudden surge in financial technology stocks, with internet brokerages and digital RMB becoming active, leading to significant gains for several stocks and a notable increase in the financial technology ETF's price and trading volume [4]

多角度把握金融科技机会，建议重点关注金融科技ETF（159851）及其联接基金（A类013477、C类 013478），按照申万一级行业，标的指数重仓计算机+非银金融，全面覆盖了互联网券商、金融IT、跨 境支付、AI应用、华为鸿蒙等热门主题。 17号午后，金融科技突然水下拉升，互联网券商、数字人民币全线活跃！截至发稿，翠微股份涨停斩获 两连板，古鳌科技逼近20CM涨停，指南针涨超5%，同花顺、东方财富、银之杰等多股跟涨超2%。热 门ETF方面，同类规模最大的金融科技ETF（159851）水下直线拉升，现场内价格涨超1%，实时成交 额超3亿元。 | | | 分制 多日 1分 5分 15分 30分 * | | | | F9 盘前盘后 盛加 九转 画线 工具 3 (2 > | | 金融科技ETF | | 159851 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.818 | | | | 159851[金融科技ETF] 13:59 价 0.812 潘歌 0.010(1.25%) 均价 0.796 成交盘 4.41. ...