证券代码：603929 证券简称：亚翔集成公告编号：2026-001 亚翔系统集成科技（苏州）股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、股票交易异常波动的具体情况 亚翔系统集成科技（苏州）股份有限公司股票于2025年12月31日、2026年1月5日、1月6日连续三个交易 日内日收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的相关规定，属于股票交 易异常波动。 二、公司关注并核实的相关情况 重要内容提示： ● 亚翔系统集成科技（苏州）股份有限公司（以下简称"公司"）股票于2025年12月31日、2026年1月5 日、1月6日连续三个交易日内日收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》 的有关规定，属于股票交易异常波动情形。 ● 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日，确认不存在应披露而未披露的 重大信息。 ● 公司股价短期上涨幅度较大，已偏离上市公司基本面，未来存在较大下跌风险。公司股票价格于2025 年12月31日至20 ...

证券代码：603929 证券简称：亚翔集成 公告编号：2026-001 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法 律责任。 重要内容提示： 亚翔系统集成科技（苏州）股份有限公司（以下简称"公司"）股票于 2025 年 12 月 31 日、2026 年 1 月 5 日、1 月 6 日连续三个交易日内日收盘价 格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动情形。 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日， 确认不存在应披露而未披露的重大信息。 公司股价短期上涨幅度较大，已偏离上市公司基本面，未来存在较大 下跌风险。公司股票价格于 2025 年 12 月 31 日至 2026 年 1 月 6 日期间累计 上涨 24.26%，自 2025 年 11 月以来累计上涨 172.16%。当前可能存在市场情 绪过热、非理性炒作风险。 二级市场交易风险：截至 2026 年 1 月 6 日收盘，公司收盘价格为 115.56 元。根据中证指数网（www.csindex.com.cn） ...

共54只个股出现了机构的身影。 盘后数据显示，1月6日龙虎榜中，共54只个股出现了机构的身影，有30只股票呈现机构净买入，24只股 票呈现机构净卖出。 | 北斗星通 | 10.01% | -3674.81 | | --- | --- | --- | | 冰轮环境 | -9.12% | -4015.66 | | 狄耐克 | 0.11% | -4277.96 | | 喜简门 | -5.96% | -4366.03 | | 岩山科技 | 10.00% | -5505.88 | | 新坐标 | -5.97% | -8839.23 | | 城建发展 | 10.04% | -10890.12 | | 海科新源 | -3.77% | -14039.49 | | 应流股份 | -5.55% | -17518.73 | | 通宇通讯 | 3.38% | -23530.82 | 器门财经 | 当天机构净卖出前三的股票分别是通宇通讯、应流股份、海科新源，净流出金额分别是2.35亿元、1.75 亿元、1.4亿元。 | 17 Fri 1.06 | 机构资金参与个股- | | | --- | --- | --- | | 证券简称 | | ...

Group 1 - The A-share market opened positively on January 5, 2026, with major indices rising, and the Guozhen Free Cash Flow Index increasing by approximately 0.4% [1] - Notable stocks such as Fenghuo Communication reached the daily limit, with others like Yaxiang Integration, Salt Lake Co., and China Aluminum also seeing gains [1] - The largest free cash flow ETF (159201) experienced a net inflow of over 450 million yuan in the last 10 trading days, bringing its total size to 8.596 billion yuan, indicating significant capital inflow [1] Group 2 - CICC's strategy team defined 2026 A-shares as "riding the momentum," highlighting the strengthening logic of international monetary order reconstruction and the critical application phase of the AI revolution [1] - The performance of China's innovative industries is expected to continue supporting asset performance, with the importance of fundamentals in A-shares increasing after a period of valuation repair [1] - The free cash flow ETF (159201) and its linked funds are designed to closely track the Guozhen Free Cash Flow Index, selecting stocks with positive and high free cash flow, indicating high quality and strong risk resistance suitable for long-term investment [1]

证券之星消息，1月6日专业工程板块较上一交易日上涨3.18%，志特新材领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。专业工程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) | | | --- | --- | --- | --- | --- | --- | --- | | 300986 | 志特新材 | 16.10 | 19.97% | 67.21万 | | 10.36亿 | | 603929 | 亚翔集成 | 115.56 | 10.00% | 7.40万 | | 8.40 Z | | 601068 | 中铝国际 | 5.98 | 9.93% | 50.30万 | | 2.89亿 | | 603163 | 圣晖隼成 | 81.97 | 8.63% | 10.30万 | | 8.20亿 | | 300029 | *ST天龙 | 5.85 | 8.53% | 17.68万 | | 1.04亿 | | 002135 | 东南网架 | 4.95 | 4.21% | 41.21万 | | 2.00亿 | | 6 ...

Group 1 - The core point of the article is that Yaxiang Integrated (603929) has stated on its interactive platform that the number of its shareholders is expected to reach 25,005 by December 31, 2025 [1]

证券之星消息，1月5日专业工程板块较上一交易日上涨1.14%，*ST天龙领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。专业工程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) | | | --- | --- | --- | --- | --- | --- | --- | | 300029 | *ST天龙 | 5.39 | 20.04% | 1.45万 | | 780.74万 | | 300986 | 志特新材 | 13.42 | 20.04% | 86.29万 | | 11.06亿 | | 603163 | 圣晖集成 | 75.46 | 10.00% | 3.84万 | | 2.82亿 | | 601133 | 柏诚股份 | 16.94 | 10.00% | 21.23万 1 | | 3.48亿 | | 603929 | 亚翔集成 | 105.05 | 10.00% | 6.27万 | | 6.44亿 | | 003001 | 中岩大地 | 21.43 | 6.46% | 10.90万 | | 2. ...

Group 1 - The core viewpoint of the article emphasizes the performance of the "brokerage golden stocks" and their ability to track the performance of mixed equity funds, showcasing the analytical capabilities of brokerage firms [2][7][28] - In December 2025, the top-performing stocks in the brokerage golden stock pool included XW Communication, Maiwei Co., and Yaxiang Integration, with significant monthly increases [1][3][4] - The top three brokerages by monthly returns were Huachuang Securities, Guojin Securities, and Changcheng Securities, with returns of 17.26%, 12.74%, and 11.36% respectively, compared to 3.06% for the mixed equity fund index and 2.28% for the CSI 300 index [6][10] Group 2 - The brokerage golden stock pool showed a high allocation in the electronics (14.04%), non-ferrous metals (9.93%), and basic chemicals (8.96%) sectors, with notable increases in non-ferrous metals (+3.13%) and defense industry (+1.93%) [25][18] - The performance of the brokerage golden stock performance enhancement portfolio yielded an absolute return of 5.24% for December 2025 and 40.66% for the year, outperforming the mixed equity fund index by 2.18% and 7.47% respectively [33][27] - The article highlights the importance of analyst recommendations, noting that stocks with fewer prior recommendations tend to gain more market attention once included in the golden stock pool [22][20]

- The report highlights that in December 2025, the top-performing factors in the broker's gold stock pool were single-quarter ROE, net analyst upgrades, and net operating cash flow, while volatility, single-quarter revenue growth, and intraday returns performed poorly[3][27] - Throughout 2025, the best-performing factors were total market capitalization, single-quarter revenue growth, and single-quarter ROE, while EPTTM, expected dividend yield, and volatility performed poorly[3][27] - The broker's gold stock performance enhancement portfolio achieved an absolute return of 5.24% in December 2025, with an excess return of 2.18% relative to the mixed equity fund index[5][41] - For the year 2025, the broker's gold stock performance enhancement portfolio achieved an absolute return of 40.66%, with an excess return of 7.47% relative to the mixed equity fund index, ranking in the 32.60th percentile among active equity funds[5][41] - The construction of the broker's gold stock performance enhancement portfolio involves selecting stocks from the broker's gold stock pool, optimizing the portfolio to control deviations in individual stocks and styles, and using the industry distribution of all public funds as the industry allocation benchmark[42] - The historical performance of the broker's gold stock performance enhancement portfolio from 2018 to 2025 shows an annualized return of 21.71%, with an annualized excess return of 14.18% relative to the mixed equity fund index, consistently ranking in the top 30% of active equity funds each year[43][46]

从资金流向上来看，当日专业工程板块主力资金净流出446.36万元，游资资金净流出1271.53万元，散户 资金净流入1717.89万元。专业工程板块个股资金流向见下表： | 代码 | 名称 | | 主力净流入 (元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600477 | 杭萧钢构 | | -9636.31万 | 14.13% | -2707.07万 | -3.97% | -6929.24万 | -10.16% | | 300986 志特新材 | | | 5146.77万 | 19.94% | -696.55万 | -2.70% | -4450.22万 | -17.24% | | 603929 亚翔集成 | | | 5132.91万 | 6.44% | 1430.89万 | 1.79% | -6563.80万 | -8.23% | | 601133 柏诚股份 | | | 2143.09万 | 7.32% | -419.13万 | -1.4 ...