证券时报记者 许盈 2025年收官在即，券商金股也在一波三折的年度长阳行情中脱颖而出。 数据显示，截至12月29日，今年有10家券商的金股组合取得了超过50%的亮眼收益。提早在低位挖掘相关个股并 持续向市场推荐，是不少券商斩获超额战绩的秘诀。比如，某券商自低位起连续4个月推荐新易盛，完整地吃到了 该股超4倍的涨幅。 值得一提的是，腾讯控股以每月获7家左右券商推荐的超高人气，荣登年度最热门金股。 10家券商金股收益率超50% 每市APP显示，截至12月29日收盘，共有10家券商推荐的金股组合年内录得了超过50%（收益率计算规则：将券商 推荐的月度金股等权编制成指数，每月调仓）的收益率。 具体来看，来自国元证券的金股组合收益率最高，为83.73%；东北证券、开源证券的金股组合以67.47%、67%的 收益率分列第二、三名；东兴证券、华鑫证券、招商证券的金股组合也都取得了超过60%的收益率。此外，光大 证券、东莞证券、国泰海通、长城证券的金股组合，收益率均在50%以上。 近几年，经过加码发展，券商金股已成为多家券商研究所一项成熟的金牌业务——以每月一期（通常为10只股 票），展示券商最为看好的标的。作为券商月度策略 ...

Group 1 - Dongjie Intelligent has decided to terminate the planning of a major asset restructuring involving the acquisition of control over Aobo Intelligent Technology, with no adverse impact on its business operations or financial status [2] - Aobo Intelligent's stock will resume trading on December 31, 2025, after a one-month commitment not to plan any major asset restructuring [2] - Aoyuan Ceiling announced a change in its actual controller to Shi Qiming, following a share transfer agreement involving significant shareholders [3] - The share transfer price is set at 29.41 yuan per share, with the new controller acquiring a total of 29.99% of the voting rights [3] Group 2 - Mingde Bio plans to acquire 100% of Wuhan Bikaier Rescue Supplies Co., Ltd. for cash, which is expected to constitute a major asset restructuring [4] - The acquisition will enhance Mingde Bio's emergency rescue business, extending its services from medical institutions to industrial and household scenarios [4] - China National Airlines intends to purchase 60 Airbus A320NEO aircraft for a total catalog price of approximately $9.53 billion, with deliveries scheduled between 2028 and 2032 [6] Group 3 - Guotou Zhonglu plans to issue shares to acquire 100% of China Electronic Engineering Design Institute for a transaction price of 6.026 billion yuan [7] - Jiangmei Packaging has experienced significant stock price fluctuations, with a potential application for suspension of trading if prices continue to rise abnormally [8] - Shichuang Energy's actual controller has undergone a divorce, resulting in a transfer of shares valued at approximately 446 million yuan [9] Group 4 - Shengxin Lithium Energy intends to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, aiming for full ownership post-transaction [10] - Yanshan Co. plans to acquire a 51% stake in Wukuang Yanshan for 4.605 billion yuan, with the transaction subject to shareholder approval [11] - Enjie Co. plans to use up to 3 billion yuan of idle funds to purchase bank wealth management products [12] Group 5 - Zijin Mining expects a net profit increase of 59%-62% for 2025, driven by higher production and sales prices of key mineral products [17] - Zhongju High-tech plans to repurchase shares worth between 300 million and 600 million yuan for capital reduction purposes [19] - Baili Tianheng intends to repurchase shares for 100 million to 200 million yuan, with a maximum price of 546 yuan per share [20] Group 6 - Shenxin Technology's major shareholder plans to reduce its stake by up to 3% due to funding needs [23] - Chaojie Co. has completed its previously disclosed share reduction plan, with a total reduction of 3.00% of the company's total shares [24] - Youbo Technology's major shareholder plans to reduce its stake by up to 2.96% for operational needs [25] Group 7 - Shensi Electronics has won a bid for a 200 million yuan project related to low-altitude flight management services [29] - Zhejiang Construction's subsidiary has signed an 1.8 billion yuan construction contract for a university campus project [30] - Jinpan Technology has signed a contract for an overseas data center project worth approximately 696 million yuan [31]

今日焦点 紫金矿业：2025年净利润同比预增59%—62% 紫金矿业公告称，紫金矿业预计2025年度归属于上市公司股东的净利润约510亿元-520亿元，同比增加 约59%-62%。报告期内，主要矿产品产量同比增长，其中矿产金、矿产铜、矿产银产量及销售价格上 升，当量碳酸锂产量大幅增长，推动公司盈利显著提升。 天普股份：8月22日至12月30日累计上涨718.39% 股票明起停牌核查 天普股份公告称，鉴于近期公司股票价格短期波动较大，且公司股价累计涨幅较大，自8月22日至12月 30日累计上涨718.39%，期间已累积巨大交易风险，现已严重偏离上市公司基本面，为进一步维护投资 者利益，公司就近期股票交易情况进行停牌核查。经向上海证券交易所申请，公司股票将于2025年12月 31日（星期三）开市起停牌，自披露核查公告后复牌。公司无开展人工智能相关业务的计划，与股东中 昊芯英未签订任何框架性合作协议。中昊芯英自身现有资本证券化路径与上市公司无关，无资产注入计 划。 盐湖股份：拟46.05亿元现金收购五矿盐湖51%股权 明德生物公告称，公司与蓝帆医疗签署《股权收购意向协议》，拟以现金方式收购武汉必凯尔救助用品 有限公 ...

中证报中证网讯（王珞）12月30日晚间，国货美妆龙头珀莱雅（603605）发布回购计划，宣布启动 新一轮以集中竞价交易方式实施的股份回购方案。公告称，公司将使用自有资金进行此次股份回购，金 额不低于人民币8000万元，不高于人民币15000万元，回购数量预计为80万股至150万股（依照回购价格 上限测算），本次回购股份将用于股权激励或员工持股计划。 值得关注的是，股份回购已成为珀莱雅稳定股东回报体系的重要组成部分。作为一家高度重视投资 者回报的上市公司，珀莱雅自登陆资本市场以来，始终致力于构建可持续的股东回馈机制。数据显示， 此次并非公司首次实施二级市场股份回购，2023年-2024年，珀莱雅实施股份回购，合计回购股份 2210825股，回购金额19211.57万元（不含印花税、佣金等交易费用)。除此之外，2025年10月，公司完 成2025年半年度权益分派，进一步提高分红频次和分红比例。稳定的股东回报体系为市场注入信心，截 至目前，珀莱雅自2017年上市以来累计分红及回购总额达23.18亿元。叠加持续稳定的现金分红，珀莱 雅已构建了"回购+分红"双轮驱动的股东回报模式，用诚意稳步兑现与投资者共享发展成果的承 ...

Group 1: Share Buybacks - Zhongju Gaoxin plans to repurchase shares worth between 300 million to 600 million yuan for cancellation and reduction of registered capital [3] - Baili Tianheng intends to buy back shares valued at 100 million to 200 million yuan, with a maximum price of 546 yuan per share [3] - Guangqi Technology aims to repurchase shares worth 50 million to 100 million yuan [3] - Proya plans to buy back shares valued at 80 million to 150 million yuan [3] Group 2: Share Reductions - Jiangbolong's senior management has completed the share reduction plan [3] - Hengda New Materials' shareholder Longyou Lianlong plans to reduce its stake by no more than 3% [3] - Guosen Securities' shareholder FAW Investment has reduced its holdings by 22 million shares, completing the reduction plan [3] - United Precision's controlling shareholder He Guijing has cumulatively reduced 319,000 shares from December 29 to 30 [3] - Gu Zhong Technology's senior management Zhou Xiaoqing plans to reduce no more than 0.01% of shares [3] - Huaxing Yuanchuang plans to reduce no more than 434,900 shares already repurchased [3] - Su Shi Testing's controlling shareholder Su Shi General Factory intends to reduce no more than 2% of shares [3] - Chaojie Co. has completed the reduction of 3,985,500 shares [3] - Hongxun Technology's shareholder Bangbangmang plans to reduce no more than 3% of shares [3] - Leiguang Co.'s Xinda Securities has reduced 14.3 million shares, bringing its holding below 5% [3] - Ruihua Tai's shareholder Guotou Gaoke plans to reduce no more than 1% of shares [3] - Meinong Biological's shareholder Quanyu plans to reduce no more than 1% of shares [3] - Youbuxun's controlling shareholder and its concerted parties plan to reduce a total of no more than 2.96% of shares [3] - Wuzhou Xinchun's third-largest shareholder Wuzhou Holdings reduced 10 million shares from November 3 to December 29 [3]

Group 1: Share Buybacks - Zhongju Gaoxin plans to repurchase shares worth between 300 million to 600 million yuan for cancellation and reduction of registered capital [2] - Baili Tianheng intends to repurchase shares for 100 million to 200 million yuan, with a maximum price of 546 yuan per share [2] - Guangqi Technology aims to repurchase shares worth 50 million to 100 million yuan [2] - Proya plans to repurchase shares for 80 million to 150 million yuan [2] Group 2: Share Reductions - Jiangbolong's senior management has completed the share reduction plan [2] - Hengda New Materials' shareholder Longyou Lianlong plans to reduce no more than 3% of the company's shares [2] - Guoxin Securities' shareholder FAW Investment has completed the reduction of 22 million shares [2] - United Precision's controlling shareholder He Guijing reduced 319,000 shares from December 29 to 30 [2] - Su Shiyan's controlling shareholder plans to reduce no more than 2% of shares [2] - Ziguang shares saw a reduction of 14.3 million shares by Cinda Securities, dropping its holding below 5% [2]

Group 1 - Deeply Housing A's controlling shareholder has decided to terminate the agreement to transfer 7.07% of the company's shares to Dongfang Asset, which will not lead to any changes in the controlling shareholder or actual controller of the company [1] - Wuzhou New Spring's controlling shareholder has reduced its stake by 2.73%, with a total of 9.99 million shares sold, and confirmed that there are no undisclosed significant matters affecting the company's stock price [2] - Baiwei Storage's subsidiary plans to acquire 380,066 shares of Niu Xin Semiconductor for 20 million yuan, representing 0.8446% of its total share capital, focusing on high-speed transmission and interconnection technology [3] Group 2 - Zhaofeng Co. plans to change part of its raised funds to invest in the industrialization of embodied intelligent robots and high-end precision components for automotive intelligent driving, with a total investment of 153 million yuan [4] - Tianpu Co. has seen its stock price increase by 718.39% from August 22 to December 30, leading to a suspension for verification due to significant deviation from the company's fundamentals [5] - Jingce Electronics has signed contracts to sell semiconductor front-end detection equipment worth a total of 571 million yuan [6] Group 3 - Jiamei Packaging has announced that it may apply for a suspension of trading if its stock price continues to rise abnormally, despite no significant changes in its fundamentals [7] - Zijin Mining expects a net profit of approximately 51 billion to 52 billion yuan for 2025, an increase of 59%-62% year-on-year, driven by rising sales prices of gold, copper, and silver [8][9] - Mingde Bio plans to acquire 100% equity of Wuhan Bikaier Rescue Supplies Co., which is expected to constitute a major asset restructuring [10] Group 4 - Shengxin Lithium Energy intends to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, with the latter's lithium mine development progressing [11] - Chaojie Co.'s controlling shareholder has completed a share reduction plan, reducing its stake to 45.37% without affecting the company's control [12] - Shichuang Energy's actual controller has undergone a change in indirect shareholding due to a divorce, but this will not affect the company's control [13] Group 5 - Yilake Co. plans to acquire 51% of Wuku Salt Lake for 4.605 billion yuan, which will become a subsidiary of the company upon completion of the transaction [14] - Various companies have reported significant contract wins, including Changjiang Electric Power's cash dividend distribution and multiple projects won by China Western Electric [18]

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！ 这场港股上市潮，本质上是国货美妆从追逐流量转向品牌价值和产品力的长期主义竞赛 文|《财经》研究员 胡苗 编辑|杨立赟 一家定位为"高端护肤"的本土美妆企业在2025年末叩响港交所的大门。 12月30日，林清轩正式在港交所挂牌上市，发售定价为每股77.77港元，发行总规模约为10.86亿港元， 另设置15%超额配股权。截至30日12时，林清轩股价为88.8港元，涨幅达到14.18%，市值突破124亿港 元。 在认购阶段，林清轩国际配售部分获得了19.79倍认购，香港公开部分获得了1236倍认购。一年前，杭 州的美妆企业毛戈平在港股上市，发行环节的融资认购金额高达1738.14亿港元，香港公开发售超额认 购919.18倍。两家企业的表现，反映了港股对于国产美妆品牌较高的认可度。 林清轩成立于2003年，聚焦在抗皱紧致类护肤品赛道，产品主打的是天然、山茶花成分、"以油养肤"概 念。这家公司在最初的十几年里以线下渠道为主，发展到第17年的时候遇到疫情，线下渠道崩盘，业绩 暴跌九成。一封创始人的自救信，开启了全员线上转型。短短数年，它凭借一瓶山茶 ...

12月30日，国货美妆龙头珀莱雅（603605）化妆品股份有限公司(603605.SH)(以下简称"珀莱雅")抛出回 购计划，宣布启动新一轮以集中竞价交易方式实施的股份回购方案：珀莱雅将使用自有资金进行股份回 购，金额不低于人民币8000万元，不高于人民币15000万元，回购数量预计为80万股至150万股(依照回 购价格上限测算)，本次回购股份将用于股权激励或员工持股计划。 在消费需求升级、市场竞争持续加剧的行业环境下，珀莱雅依托持续的研发创新、多元化的品牌矩阵及 精细化的渠道运营，展现出强劲的经营韧性。公告显示，本次回购基于对公司未来持续发展的信心和对 公司价值的认可，旨在维护广大投资者利益，增强投资者对公司的投资信心，促进公司稳定健康发展， 同时有效将股东利益、公司利益和员工个人利益紧密结合，助力公司长远持续发展。 值得关注的是，股份回购已成为珀莱雅稳定股东回报体系的重要组成部分。作为一家高度重视投资者回 报的上市公司，珀莱雅自登陆资本市场以来，始终致力于构建可持续的股东回馈机制。数据显示，此次 并非公司首次实施二级市场股份回购，2023年—2024年，珀莱雅实施股份回购，合计回购股份2210825 股， ...

证券之星消息，12月30日化妆品板块较上一交易日上涨0.36%，青松股份领涨。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。化妆品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300132 | 青松股份 | 69'8 | 6.50% | 43.04万 | | 3.66亿 | | 603983 | 丸美生物 | 33.18 | 2.60% | 4.47万 | | 1.49亿 | | 300740 | 水羊股份 | 21.76 | 1.26% | 16.08万 | | 3.48(乙 | | 920123 | 芭薇股份 | 15.00 | 0.40% | 1.26万 | | 1903.64万 | | 600315 | 上海家化 | 22.52 | 0.27% | 4.55万 | | 1.03亿 | | 600223 | 福瑞达 | 7.35 | 0.00% | 5.61万 | | 4121.26万 | | 60 ...