转自：智通财经 【12月29日涨停分析】智通财经12月29日电，今日全市场共72股涨停，连板股总数18只，26股封板未 遂，封板率为73%（不含ST股、退市股）。焦点股方面，实控人变更的胜通能源12连板、嘉美包装9连 板、锋龙股份4连板，商业航天概念股神剑股份8连板、中国卫星4连板、鲁信创投4连板、大业股份4连 板。 ...

Group 1: Aerospace Industry Developments - The aerospace equipment sector saw a strong rally, with the index rising over 3% and reaching a new historical high [2][12] - The Shanghai Stock Exchange released guidelines supporting commercial rocket companies to list on the Sci-Tech Innovation Board, which is crucial for the commercialization phase of the industry [4][14] - According to Wind statistics, at least five rocket companies are currently in the IPO process, with the commercial aerospace industry expected to reach a total financing of 18.6 billion yuan by 2025, a 32% year-on-year increase [4][14] Group 2: Wind Power Industry Growth - The wind power sector experienced significant gains, with the index rising over 3% to a two-and-a-half-month high, and several companies hitting their daily price limits [7][16] - Since the signing of a self-regulatory agreement among wind turbine manufacturers, the bidding price for wind turbines has not fallen below 1,400 yuan per kilowatt, establishing a cost baseline [18] - By the end of Q3 2025, China's cumulative wind power capacity is projected to reach 582 million kilowatts, a 21.3% increase year-on-year, with significant revenue growth in the wind power industry [9][18]

Core Viewpoint - The article discusses the mixed performance of the A-share market, highlighting the strong momentum in the commercial aerospace sector and the significant rise in precious metals, particularly silver, while noting declines in the consumer sector. Group 1: A-share Market Performance - On December 29, the A-share market showed mixed results with the Shanghai Composite Index up by 0.31% and the Shenzhen Component Index up by 0.03%, while the ChiNext Index fell by 0.32% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, a decrease of 578 billion yuan compared to the previous trading day, with over 3,400 stocks declining [1] Group 2: Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with over ten constituent stocks hitting the daily limit, including Shenjian Co. with eight consecutive limit-ups, and Jin Feng Technology and Leike Defense also reaching the limit [3] - The Shanghai Stock Exchange announced new guidelines supporting commercial rocket companies to list on the Sci-Tech Innovation Board, which is expected to facilitate the growth of the commercial aerospace industry [3] - According to Zhongtai Securities, the global commercial aerospace industry is anticipated to enter a period of explosive growth over the next two years, driven by accelerated technological iteration and increasing demand for launch services and satellite networking [5] Group 3: Precious Metals Sector - The precious metals sector experienced volatility but ultimately strengthened, with silver leading the gains. The main silver futures contract rose over 8% during the day, and spot silver surged by more than 5%, reaching historical highs [6] Group 4: Humanoid Robotics Sector - The humanoid robotics sector saw significant gains, with stocks like Fenglong Co. achieving four consecutive limit-ups, and other companies such as Mould Technology and Wuzhou New Spring also hitting the limit [6] - The Ministry of Industry and Information Technology announced the establishment of a standardization committee for humanoid robots, which will focus on developing industry standards for key technologies and applications [9] - Huajin Securities noted that the commercialization of humanoid robots is expected to accelerate due to a substantial increase in the number of new product releases and growing order volumes [9] Group 5: Consumer Sector Decline - The consumer sector faced declines, particularly in retail and dairy industries, with companies like Baida Group hitting the daily limit down and Huangshi Group experiencing significant drops [10]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.26 | 9.97 | 12.93 | 6818.00 | | 2025.12.25 | 10.02 | 18.87 | 6737.11 | | 2025.12.24 | 9.98 | 10.55 | 12716.17 | | 2025.12.23 | -2.53 | 3.70 | -870.79 | | 2025.12.22 | 2.60 | 4.32 | 110.66 | | 2025.12.19 | 2.01 | 3.43 | -203.65 | | 2025.12.18 | 0.96 | 4.10 | 119.81 | | 2025.12.17 | -0.74 | 4.77 | -117.35 | | 2025.12.16 | -4.95 | 6.03 | -1632.69 | | 2025.12.15 | 0.41 | 7.01 | -968.50 | （文章来源：证券时报网） 大业股份盘中涨停，已连收4个涨停板，截至9:44，该股报 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300699 | 光威复材 | | 12.02 | 325亿 | 14.57 | | 002471 | 中超控股 | 1 | 10.06 | 94.31亿 | 152.38 | | 603017 | 中衡设计 | | 10.04 | 32.09 Z | 47.49 | | 603278 | 大业股份 | 资 | 10.00 | 48.12 乙 | 85.51 | | 688066 | 航天宏图 | -06- | 9.75 | 85.25 Z | 59.95 | | 688629 | 华丰科技 | 1 | 9.53 | 491亿 | 217.74 | | 688295 | 中复神鹰 | 1 | 8.95 | 307亿 | 71.00 | | 603936 | 博敏电子 | 张 | 8.75 | 80.69亿 | 52.02 | | 002361 | 神剑股份 | 1 | 8.20 | 136亿 | 163.53 | | 002465 | 海格通信 | 1 | ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300699 | 光威复材 | | 12.02 | 325亿 | 14.57 | | 002471 | 中超控股 | 1 | 10.06 | 94.31 乙 | 152.38 | | 603017 | 中衡设计 | | 10.04 | 32.09亿 | 47.49 | | 603278 | 大业股份 | 设 | 10.00 | 48.12 乙 | 85.51 | | 688066 | 航天宏图 | 长 | 9.75 | 85.25 Z | 59.95 | | 688629 | 华丰科技 | 1 | 9.53 | 491亿 | 217.74 | | 688295 | 中复神鹰 | 1 | 8.95 | 307亿 | 71.00 | | 603936 | 博敏电子 | 张 | 8.75 | 80.69亿 | 52.02 | | 002361 | 神剑股份 | 1 | 8.20 | 136亿 | 163.53 | | 002465 | 海格通信 | 1 | 7. ...

据交易所数据显示， 大业股份连续四个交易日涨停，晋级4连板。该股今日于9时31分封涨停，成交额 3.10亿元，换手率6.68%。金融界App AI线索挖掘：公司推进治理结构优化，取消监事会并设立审计委 员会，修订多项核心制度，完善风险控制与信息披露体系；2025年前三季度经营活动现金流量净额同比 增长显著；同时在 人形机器人灵巧手用钢丝领域开展市场调研与研发工作；此外游资参与助推股价短 期表现。风险提示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开 数据生成，内容不构成投资建议。） ...

商业航天板块再度活跃，斯瑞新材、超捷股份、通宇通讯盘中创新高，神剑股份8连板，大业股份4连 板，泰尔股份3连板，中超控股2连板，中衡设计涨停，光威复材涨超15%，华丰科技、航天发展、航天 宏图、苏州高新、中简科技跟涨。 ...

Core Viewpoint - The stock of Shandong Daye Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from December 24 to December 26, 2025, as per the regulations of the Shanghai Stock Exchange [2][3]. Group 1: Stock Trading Abnormality - The company's stock price deviation accumulated over 20% during the specified trading days, indicating abnormal trading activity [2][3]. - The company confirmed that there are no undisclosed significant matters or important information that could affect the stock's trading fluctuations [2][4]. Group 2: Company Operations and Major Events - The company's production and operational status is normal, with no significant changes in the internal or external business environment [4]. - There are no major undisclosed matters from the controlling shareholder or actual controller that could influence the stock's trading [4]. Group 3: Clarification on Related Concepts - The company made a financial investment in Hubei Sanjiang Aerospace Jiangbei Machinery Engineering Co., Ltd. for RMB 59.998 million, acquiring a 4.216% stake, but this investment has minimal impact on the company's performance [5]. - The company is also associated with humanoid robot concepts; however, its main business remains focused on the research, production, and sales of tire wire, steel cord, and rubber hose wire, with no substantial revenue from robot tendon products yet [5].

Major Announcements - Daye Co., Ltd. states that its robotic tendon products are not yet in mass production and have not generated substantial revenue [9] - Shandong Road and Bridge's subsidiary won a construction project for the Yiyuan to Zoucheng expressway with a total bid price of approximately 94.02 billion yuan [14][15] - ST Chang Pharmaceutical's stock will be subject to a delisting risk warning starting December 29, 2025, due to negative net assets and false reporting in annual reports from 2021 to 2023 [8] Company Specific Updates - Yongding Co., Ltd. clarifies that it does not directly manufacture controllable nuclear fusion devices but provides materials for the winding of magnetic coils; its revenue from related activities is less than 1% of total revenue and is currently unprofitable [1] - Reascend Technology reports that it has no current orders for high-silicon oxide fiber products, and future order acquisition is highly uncertain; revenue from aerospace-related products is only about 0.5% of total revenue [2] - China Duty Free Group's subsidiary won a bid for the Beijing Capital International Airport duty-free project with a guaranteed operating fee of 480 million yuan for the first year [3] - XWANDA's subsidiary is involved in a lawsuit with a claim amount of approximately 2.314 billion yuan related to quality issues in battery cells delivered between June 2021 and December 2023 [4] - Zhejiang Rongtai plans to establish a joint venture in Thailand with Weichuang Electric to develop mechatronic systems for smart robots [5] - Defu Technology extends the deadline for acquiring shares in a Luxembourg copper foil company to January 9, 2026 [6][7] - Xinke Mobile states that its revenue from satellite internet is minimal and does not significantly impact overall performance [10] - Daya Intelligent received a notice from the China Securities Regulatory Commission regarding an investigation into information disclosure violations [11] Investment and Financial Updates - Guangdong Construction's subsidiary signed a framework agreement for a green methanol project with an estimated total investment of about 6 billion yuan [13] - XCMG Machinery's controlling shareholder plans to increase its stake by no less than 80 million yuan [18] - ST Guohua's major shareholder increased its stake to 26% without triggering mandatory tender offer obligations [19] - ST Zhanggu's stock will resume trading on December 29, 2025, following a capital increase from a restructuring plan [20] - Tianchuang Fashion's controlling shareholder will change to Anhui Xianrui, with stock resuming trading on December 29, 2025 [21]