12月23日，市场早盘震荡拉升，创业板指涨近1%，黄白线明显分化。沪深两市半日成交额1.24万亿，较上个交易日放量523亿。 盘面上热点快速轮动，全市场超3300只个股下跌。截至收盘，沪指涨0.34%，深成指涨0.65%，创业板指涨0.78%。 板块方面，电池、光刻机、贵金属等板块涨幅居前，旅游、教育、影视院线等板块跌幅居前。 从板块来看，锂电产业链快速走强，天际股份、天赐材料等多股涨停。有色·钨概念表现活跃，翔鹭钨业、章源钨业双双涨停。半导体设备概念延续强势， 圣晖集成2连板创历史新高。下跌方面，商业航天概念冲高回落，航天机电跌停。影视院线概念多股下挫，博纳影业2连跌停。 涨停表现 封板率 67.00% 高开率 70% 获利率 封板 39 触及 19 昨涨停今表现 1.86% ...

PCB概念持续走高，东材科技涨停，艾森股份、铜冠铜箔、鼎泰高科、快克智能等涨幅居前。 | | | PCB概念 O 1823.24 0.98% | | | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 资金 新闻 简况(F10) 分析 | | | | 名称/代码 | | 最新 → 涨幅 ◆ 5日涨幅 ◆ ▶ | | | | 艾森股份 科创 688720 融 | | 78.16 +10.08% +23.64% | | | | 领涨龙头1 | | | | | | 东材科技 601208 融 | | 26.63 +10.00% +26.39% | | | | 领涨龙头3 首板 最终涨停09:45 | | 树脂 | | | | 铜冠铜箔 | | | 35.20 | +9.42% +14.10% | | 创 301217 融 | | | | | | PCB铜箔 | | | | | | 罪変同科 | 138.03 | +9.24% +15.46% | | --- | --- | --- | | 创 301377 融 | | | | PCB设备 | | | | 快克智能 60320 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日专业工程板块主力资金净流入3.74亿元，游资资金净流出2.19亿元，散户资金 净流出1.56亿元。专业工程板块个股资金流向见下表： 证券之星消息，12月22日专业工程板块较上一交易日上涨1.44%，圣晖集成领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。专业工程板块个股涨跌见下表： ...

Investment Rating - The report recommends a "Buy" rating for several construction companies, highlighting their potential for high returns based on expected dividend yields and low valuations [9][32]. Core Insights - The current policy environment is driving an increase in insurance capital allocation to the stock market, with a notable acceleration in Q3 this year. Insurance capital is favoring construction stocks with high ROE, high dividend yields, and low valuations, particularly focusing on companies like China Electric Power Construction, China State Construction, and Sichuan Road and Bridge [1][2][14]. - It is estimated that the construction sector will receive an additional allocation of 28.6 billion yuan by 2026, representing 3.5% of the free float market value. Key A-share stocks recommended include Sichuan Road and Bridge (6.3% yield), Jianghe Group (6.5%), and others, while H-share stocks include China State Construction International (7.2%) and China Communications Construction (6.0%) [1][8][32]. Summary by Sections Insurance Capital Trends - As of Q3 2025, the total balance of insurance capital in China reached 37.5 trillion yuan, a year-on-year increase of 16.5%. The allocation to stocks and funds was 3.6 trillion and 2.0 trillion yuan, respectively, accounting for 15.5% of total investments, with a significant increase noted in Q3 [2][22]. - The top three construction stocks held by insurance capital are China Electric Power Construction, China State Construction, and Sichuan Road and Bridge, which together account for 75% of the insurance capital's construction sector holdings [2][22]. Expected Capital Allocation - The projected allocation of insurance capital to the construction sector is estimated at 50.8 billion yuan in 2025 and 79.4 billion yuan in 2026, with an incremental increase of 28.6 billion yuan in 2026 [3][28]. - The overall allocation ratio for the construction sector is expected to rise from 1.31% in 2025 to 1.60% in 2026, driven by the sector's attractive dividend yield compared to other sectors [3][28]. Recommended Stocks - Key A-share stocks with expected dividend yields over 5% include Sichuan Road and Bridge (6.3%), Jianghe Group (6.5%), and others. H-share stocks include China State Construction International (7.2%) and China Communications Construction (6.0%) [1][29][32]. - The report also highlights semiconductor cleanroom leaders such as Yaxiang Integration and Shenghui Integration, which are expected to benefit from the ongoing AI investment wave [1][8][32].

Group 1 - The current policy is driving insurance capital to increase allocation in the stock market, with a significant acceleration observed in 2023, particularly in Q3 [1][2] - Insurance capital is favoring high ROE, high dividend yield, and undervalued stocks in the construction sector, with major holdings in China Power Construction, China State Construction, and Sichuan Road and Bridge [1][2] - Sichuan Road and Bridge has recently received a stake increase from Zhongyin Life, indicating a trend of insurance capital focusing on high-quality construction stocks [2] Group 2 - It is estimated that insurance capital will allocate 286 billion yuan to the construction sector by 2026, representing 3.5% of the free float market value [3] - The projected allocation for the construction sector from insurance capital is expected to be 508 billion yuan in 2025 and 794 billion yuan in 2026, with incremental increases of 271 billion yuan and 286 billion yuan respectively [3] - The construction sector is expected to attract long-term capital due to the presence of stable performance, high dividends, and low valuations among key A-share companies [4] Group 3 - The global demand for computing power is expected to grow significantly, driven by AI development, leading to a new growth cycle for cleanroom engineering [5] - Major semiconductor companies are increasing their capital expenditures, with TSMC projecting a doubling of its AI business by 2025 and a compound annual growth rate of approximately 40% over the next five years [5] - The cleanroom investment in the semiconductor industry is projected to reach approximately 168 billion yuan globally and 50.4 billion yuan in China by 2025, representing about 15% of the total industry capital expenditure [5]

长江商报消息 ●长江商报记者 徐阳 圣晖集成（603163.SH）经营向好。 12月15日晚，圣晖集成公告，公司下属控股子公司于近日收到客户下发的泰国鹏晟PA02动力及内装— 次配机电工程项目订单，订单总金额约合人民币4.32亿元，占公司2024年营业收入的21.5%。 圣晖集成作为洁净室工程领域最具竞争力的企业之一，公司专注为高科技产业提供洁净室系统集成整体 解决方案，是国内工程从业者中少数能同时跨足不同产业领域、不同国家区域皆拥有工程承揽实绩的工 程服务公司。 12月15日晚间，圣晖集成发布公告称，公司下属控股子公司Acter Technology Company Limited（以下简 称"泰国Acter"）于近日中标Peng Shen Technology （Thailand）Co.,Ltd.下发的泰国鹏晟PA02动力及内装 —次配机电工程项目并收到项目订单，订单总价19.67亿泰铢（约合人民币4.32亿元），合同金额占公司 2024年营业收入的21.5%。 据公告显示，Peng Shen Technology （Thailand） Co.,Ltd.是鹏鼎控股（深圳）股份有限公司在泰国设立 的子公司， ...

Group 1 - Unicom Guowei has established a Central Research Institute focusing on the development of edge AI chips for applications in autonomous driving, embodied robots, and low-altitude flying vehicles [2] - The research will also include new types of storage devices based on two-dimensional materials and high-performance special sensor chips [2] - Aerospace Electronics plans to increase its investment in Aerospace Long March Rocket Technology Co., Ltd. by 728 million yuan, maintaining the existing shareholding structure [3] Group 2 - Aerospace Rainbow successfully completed the first flight test of its self-developed Rainbow-7 high-altitude, high-speed, long-endurance drone, achieving all preset parameters [4] - The project is still in the research and testing phase, with further rigorous testing and validation required before mass production [4] Group 3 - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to 1.365 billion USD in milestone payments [5] - The agreement includes an initial payment of 120 million USD and additional milestone payments related to development and commercialization [5] Group 4 - TCL Technology plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan, increasing its ownership from 84.2105% to 94.9761% [26] - This acquisition aims to enhance TCL's competitiveness and profitability in the semiconductor display industry [26] Group 5 - Zhongmin Resources announced the successful ignition of its Tsumeb smelting plant's multi-metal comprehensive recycling project, with an annual processing capacity of 80,000 tons [11] - The project will produce various products, including germanium ingots and zinc ingots, with a design capacity of 33 tons/year for germanium [11] Group 6 - Xinhua Insurance reported a 16% year-on-year increase in original insurance premium income, totaling 188.85 billion yuan from January to November 2025 [43] - This growth reflects the company's strong performance in the insurance market [43]

Group 1 - Muxi Co., Ltd. will list its common stock on the Sci-Tech Innovation Board on December 17, 2025 [1] - Xinghua New Materials signed a strategic cooperation agreement with Guoteng Company to collaborate in the quantum technology field [2] - TCL Technology's subsidiary plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 60.45 billion RMB [3] Group 2 - Jingjia Micro's subsidiary has completed key stages of its edge AI SoC chip, marking a significant project breakthrough [4] - Cambricon plans to use 2.778 billion RMB of its capital reserve to offset losses [5] - Bojun Technology's subsidiary intends to invest 600 million RMB in an automotive lightweight component production base in Chongqing [6] Group 3 - Longqi Technology plans to invest approximately 1.5 billion RMB to build an AI + smart terminal digital benchmark factory in Nanchang [7] - Taili Technology signed a strategic cooperation framework agreement with Jinan University to establish an advanced functional materials research institute with an investment of 100 million RMB [8][9] - Pengding Holdings plans to invest a total of 4.297 billion RMB in a production facility in Thailand by 2026 [10] Group 4 - China Metallurgical Group reported a new contract amount of 958.13 billion RMB from January to November 2025, a decrease of 8.6% year-on-year [16] - 吉祥航空 reported an 8.92% year-on-year increase in passenger turnover in November 2025 [17] - Hainan Airport's passenger throughput reached 2.0909 million in November 2025, a year-on-year increase of 8.16% [20] Group 5 - Xinhua Insurance reported a cumulative original insurance premium income of 188.85 billion RMB from January to November 2025, a year-on-year increase of 16% [21] - Huafeng Aluminum's controlling shareholder plans to reduce its stake by up to 2.17% [22] - Digital Vision plans to repurchase shares worth 80 million to 120 million RMB [23]

人民财讯12月15日电，圣晖集成(603163)12月15日公告，下属控股子公司泰国Acter于近日中标Peng Shen Technology (Thailand) Co.,Ltd.下发的泰国鹏晟PA02动力及内装?次配机电工程项目并收到项目订 单，订单总价THB 19.67亿（折合人民币约4.32 亿元）（未税）。 （原标题：圣晖集成：下属控股子公司中标4.32 亿元泰国鹏晟PA02动力及内装?次配机电工程项目） ...

格隆汇12月15日丨圣晖集成(603163.SH)公布，公司下属控股子公司 Acter Technology Company Limited 于近日中标 Peng Shen Technology (Thailand) Co.,Ltd.下发的泰国鹏晟PA02 动力及内装⼀次配机电工程项 目并收到项目订单，订单总价THB1,967,000,000（折合人民币约 4.32 亿元）（未税）。 ...