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国资正式入主,“T链”细分龙头明起复牌!| 盘后公告精选
Jin Shi Shu Ju· 2025-12-23 01:36
宁波华翔:华翔启源与大寰机器人签订战略合作协议在灵巧手的研发等领域加强合作 宁波华翔公告,2025年12月22日,宁波华翔电子股份有限公司子公司宁波华翔启源科技有限公司与深圳 市大寰机器人科技有限公司共同签订了《战略合作协议》,为加快建设通用机器人产业,推动通用机器 人供应链示范和产品创新双驱动,本着依法合规、优势互补、友好协商、互利共赢的原则,双方拟在通 用人形机器人灵巧手的研发、制造和销售等领域加强合作。本协议无需提交公司董事会或者股东大会审 议,公司将根据后续合作业务的进展情况依法依规及时履行相应的决策程序及信息披露义务。 登录新浪财经APP 搜索【信披】查看更多考评等级 12月22日,旭升集团实际控制人变更为广州市人民政府;凌云光拟不超过500万美元认购智谱香港 IPO;华翔启源与大寰机器人签订战略合作协议,在灵巧手的研发等领域加强合作…… 以下是盘后公告精选: 旭升集团:实际控制人变更为广州市人民政府股票复牌 旭升集团公告,公司控股股东、实际控制人徐旭东及其一致行动人正在筹划涉及所持有公司股份转让事 宜,该事项可能导致公司控制权变更。2025年12月22日,徐旭东、陈兴方、旭晟控股、旭日实业与广州 ...
本以为退潮 结果今天高潮
Datayes· 2025-12-22 11:28
Group 1 - The article highlights the significant market activity surrounding Hainan Free Trade Port, with over 20 stocks hitting the daily limit up following the official launch of the free trade policies on December 18, which includes zero tariffs and low tax rates [16][21]. - The article notes that the overall market saw a strong performance, with the Shanghai Composite Index rising by 0.69%, and over 2900 stocks increasing in value, indicating a broad market rally [15][16]. - The article mentions the strong performance of the optical communication sector, driven by news of significant orders and technological breakthroughs, contributing to the overall market enthusiasm [16][9]. Group 2 - The aerospace sector remains active, with the upcoming launch of the Long March 12A rocket scheduled for December 23, which is expected to stimulate investment interest in commercial space ventures [5][17]. - The article discusses the current state of China's commercial aerospace investment, which is characterized as being in a "from 0 to 1" phase, suggesting a high potential for growth and investment opportunities [6]. - The article provides a detailed cost analysis of the Long March 12A rocket, highlighting various components and their associated costs, which could inform investment decisions in related aerospace companies [8]. Group 3 - The consumer sector is facing challenges, with Bloomberg reporting that consumer stocks are on track for their longest annual underperformance, driven by weak retail sales and declining housing prices [11]. - Despite the challenges, there are signs of potential recovery, as recent fiscal data indicates a conservative fiscal stance, with expectations for increased fiscal stimulus in 2026 to support economic growth [14]. - The article emphasizes the need for continued efforts to expand domestic demand, as highlighted by recent government discussions on infrastructure and investment in consumer-related sectors [14].
国泰集团:股票交易异常波动
南财智讯12月22日电,国泰集团公告,公司股票价格于2025年12月18日、12月19日、12月22日连续三个 交易日内日收盘价格涨幅偏离值累计达到20%。根据上海证券交易所的相关规定,属于股票交易异常波 动情形。经公司自查及向控股股东江西省军工控股集团有限公司核实,截至本公告披露日,公司及控股 股东不存在应披露而未披露的重大信息,包括但不限于重大资产重组、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、引进战略投资者等事 项。公司目前生产经营情况正常,内外部经营环境未发生重大变化。公司未发现可能或已经对公司股票 交易价格产生影响的媒体报道、市场传闻或涉及热点概念的情况。公司董事、高级管理人员及控股股东 在本次股票交易异常波动期间不存在买卖公司股票的情形。 ...
国泰集团(603977) - 江西国泰集团股份有限公司股票交易异常波动公告
2025-12-22 10:32
重要内容提示: 股票交易异常波动的情形:江西国泰集团股份有限公司(以下简称"公司") 股票价格于 2025 年 12 月 18 日、12 月 19 日、12 月 22 日连续三个交易日内日收盘 价格涨幅偏离值累计达到 20%。根据上海证券交易所的相关规定,属于股票交易异 常波动情形。 证券代码:603977 证券简称:国泰集团 编号:2025 临 041 号 江西国泰集团股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证公告内容不存在虚假记载、误导性陈述或者重大 遗漏,并对其内容的真实、准确和完整承担个别及连带责任。 公司核查发现的事项:经公司自查及发函问询控股股东江西省军工控股集团 有限公司(以下简称"军工集团"),截至本公告披露日,不存在应披露而未披露 的重大信息。 一、股票交易异常波动的具体情况 公司股票价格于 2025 年 12 月 18 日、12 月 19 日、12 月 22 日连续三个交易日 内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》的相关 规定,属于股票交易异常波动情形。 二、公司关注并核实的相关情况 (一)生产经营情况 经公司自查,公司目前生产经营情况正 ...
国泰集团(603977) - 江西省军工控股集团有限公司关于股票交易异常波动事项核实函的回复
2025-12-22 10:31
江西国泰集团股份有限公司: 关于江西国泰集团股份有限公司 股票交易异常波动事项核实函的回复 本公司不存在对你公司股票交易价格产生较大影响的 应披露而未披露的重大信息,包括但不限于重大资产重组、 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;在本次股票交易异常波动期间不存 在买卖你公司股票的情形。 特此回复。 八戸 江西省 二〇 二日 你公司《关于江西国泰集团股份有限公司股票交易异常 波动事项核实函》已收悉,经本公司认真自查,现回复如下: ...
国泰集团:目前生产经营情况正常 无应披露而未披露的重大事项
Xin Lang Cai Jing· 2025-12-22 10:17
国泰集团公告称,公司股票价格连续三个交易日内日收盘价格涨幅偏离值累计达到20%,属于股票交易 异常波动情形。经自查及发函问询控股股东,截至公告披露日,公司及公司控股股东不存在应披露而未 披露的重大信息。公司目前生产经营情况正常,内外部经营环境未发生重大变化,内部生产经营秩序正 常。公司提醒广大投资者注意公司经营业绩风险。 ...
山西解禁烟花爆竹!民爆概念爆发2股涨停,中国烟花爆竹协会:将积极支持和协助相关工作实施
Jin Rong Jie· 2025-12-22 02:19
随后,中国烟花爆竹协会发布声明称,烟花爆竹是我国传统优秀文化的重要载体,山西省调整烟花爆竹全面禁放政策,既是对群众节日文化需求的回应, 也体现了政府在公共管理中兼顾民生诉求与安全治理的科学理念。通过明确限放时段、区域及安全管理要求,既能保留节日氛围、传承民俗文化,又能有 效管控烟花爆竹安全风险。协会将积极支持和协助山西调整烟花爆竹燃放政策的相关工作实施,助力科学精准施策,推动行业健康有序发展。 A股早盘,民爆概念板块表现活跃。板块内2只个股涨停。国泰集团、凯龙股份涨停,晓程科技涨超4%,新余国科、高争民爆涨超3%。 消息面上,山西省人民政府近日发布《关于宣布废止124件行政规范性文件的决定》,正式废止2020年8月17日发布的《关于禁止生产、经营、储存、运输 和燃放烟花爆竹的通告》,标志着山西烟花爆竹管理从"全面禁放"转向"有序管控"。 此外,12月12日工业和信息化部办公厅印发《民爆行业落实〈国家智能制造标准体系建设指南〉实施方案》,提出到2030年累计制修订30项民爆行业智能 制造标准,建立完善的智能制造标准群,推动行业向零事故、高集中度、智能化方向发展。 股票频道更多独家策划、专家专栏,免费查阅>> 责 ...
A股异动丨民爆概念活跃,国泰集团、凯龙股份涨停,山西废止烟花爆竹“禁放令”
Ge Long Hui A P P· 2025-12-22 02:19
Core Viewpoint - The A-share market's mining explosion concept stocks have collectively surged following the Shanxi provincial government's decision to lift a ban on fireworks, indicating a shift from a "complete ban" to "orderly control" of fireworks management in the region [1]. Group 1: Market Activity - Guotai Group and Kailong Co. both reached the daily limit up of 10% [1]. - Xiaocheng Technology increased by over 4%, while Poly United, Xinyu Guoke, and Gaozheng Mining Explosion rose by over 3% [1]. - Tongde Chemical saw an increase of over 2% [1]. Group 2: Regulatory Changes - The Shanxi provincial government has officially abolished 124 administrative normative documents, including the ban on the production, operation, storage, transportation, and use of fireworks issued on August 17, 2020 [1]. - The China Fireworks Association announced its support for the adjustment of fireworks policies in Shanxi, aiming to promote healthy and orderly industry development [1]. Group 3: Stock Performance Data - Guotai Group (603977) had a price increase of 9.99%, with a total market value of 9.71 billion and a year-to-date increase of 21.65% [2]. - Kailong Co. (002783) rose by 9.97%, with a market value of 5.01 billion and a year-to-date increase of 24.66% [2]. - Xiaocheng Technology (300139) increased by 4.52%, with a market value of 8.30 billion and a year-to-date increase of 107.54% [2]. - Other notable stocks include Poly United (002037) with a 3.53% increase, Xinyu Guoke (300722) with a 3.52% increase, and Gaozheng Mining Explosion (002827) with a 3.47% increase [2].
山西废止烟花爆竹“禁放令”,A股民爆概念活跃,国泰集团、凯龙股份涨停,ST熊猫涨停,保利联合、新余国科、高争民爆涨超3%
Ge Long Hui· 2025-12-22 02:12
消息面上,山西省人民政府近日发布《关于宣布废止124件行政规范性文件的决定》,正式废止2020年8 月17日发布的《关于禁止生产、经营、储存、运输和燃放烟花爆竹的通告》,标志着山西烟花爆竹管理 从"全面禁放"转向"有序管控"。 随后,中国烟花爆竹协会发布声明称,协会将积极支持和协助山西调整烟花爆竹燃放政策的相关工作实 施,助力科学精准施策,推动行业健康有序发展。 | 代码 | 名称 | | 涨幅% 1 | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603977 | 国泰集团 | 1 | 9.99 | 97.10亿 | 21.65 | | 002783 | 凯龙股份 | | 9.97 | 50.14亿 | 24.66 | | 300139 | 晓程科技 | | 4.52 | 82.97亿 | 107.54 | | 002037 | 保利联合 | 第 | 3.53 | 48.19亿 | 30.03 | | 300722 | 新余国科 | | 3.52 | 93.60亿 | 25.95 | | 002827 | 高争民爆 | 演 | 3.47 | ...
民爆概念活跃,国泰集团、凯龙股份涨停,山西废止烟花爆竹“禁放令”
Ge Long Hui· 2025-12-22 01:56
Group 1 - The core viewpoint of the news is the active performance of Chinese A-share market stocks related to the civil explosives sector, following the announcement by the Shanxi provincial government to lift a ban on fireworks and firecrackers, shifting from a "complete ban" to "orderly control" [1] - The Shanxi provincial government has officially abolished 124 administrative normative documents, including the ban on the production, operation, storage, transportation, and use of fireworks and firecrackers issued on August 17, 2020 [1] - The China Fireworks Association has expressed its support for Shanxi's adjustment of fireworks policies, aiming to promote healthy and orderly development in the industry [1] Group 2 - Notable stock performances include Guotai Group and Kailong Co., both reaching the daily limit up of 9.99% and 9.97% respectively, while Xiaocheng Technology increased by over 4% [2] - Other companies in the sector also saw significant gains, with Poly United, Xinyu Guoke, and Gaozheng Minexplosion rising over 3%, and Tongde Chemical increasing by over 2% [2] - Year-to-date performance shows Xiaocheng Technology leading with a 107.54% increase, followed by Gaozheng Minexplosion at 50.48% [2]