【导读】海南自贸港概念股掀涨停潮，半导体板块盘中拉升 中国基金报记者 李智 一起来看上午的市场情况及资讯。 12 月 22 日上午， A 股市场震荡拉升，沪指收复 3900 点关口，创业板指一度涨超 2% ， 截至午间收盘，沪指涨 0.64% ，深成指涨 1.36% ，创业板指涨 1.8% 。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3915.20 | 13318.80 | 1454.89 | | +24.75 +0.64% +178.59 +1.36% | | +9.05 +0.63% | | 科创50 | 创业板指 | 万得全A | | 1334.12 | 3178.51 | 6320.88 | | +25.53 +1.95% +56.27 +1.80% +63.28 +1.01% | | | | 沪深300 | 中证500 | 中证A500 | | 4604.43 | 7265.85 | 5574.74 | | +36.25 +0.79% | +96.30 +1.34% | +58.57 +1.06% | | 中证1000 | 深证100 | 中证红利 ...

南方财经12月22日电，半导体板块持续走高，立昂微、珂玛科技涨停，微导纳米、源杰科技、汇成股 份、裕太微、长川科技跟涨。 ...

Group 1 - The A-share market is seeing active trading in commercial aerospace concept stocks, with several companies hitting the daily limit up, including Shenjian Co., Yatai Co., and Lianang Micro [1] - Notable stock performances include Shenjian Co. with a market cap of 8.55 billion and a year-to-date increase of 66.25%, and Yatai Co. with a market cap of 11.1 billion and a year-to-date increase of 95.34% [1] - The successful launch of the communication technology test satellite No. 23 using the Long March 5 rocket on December 20, 2025, marks a significant achievement for China's aerospace sector [1] Group 2 - CITIC Securities reports that as of December 2025, SpaceX has successfully launched 3,095 Starlink satellites, indicating a breakthrough in domestic development of reusable medium-lift launch vehicles [2] - The reduction in launch costs is expected to accelerate the realization of markets for satellites, terminals, and computing power, confirming the investment position of commercial aerospace [2] - The entry of China Star Network and G60 Qianfan constellation into mass launch phases, along with the operationalization of Hainan's commercial launch site, is leading to a new era in commercial aerospace with significant market opportunities [2]

Core Viewpoint - The commercial aerospace sector in the A-share market is experiencing significant activity, driven by successful satellite launches and advancements in rocket technology, indicating a promising investment landscape for related companies [1] Group 1: Market Activity - On December 22, commercial aerospace concept stocks in the A-share market saw notable gains, with companies like Shenjian Co., Asia-Pacific Co., and Lianang Micro achieving daily price limits [1] - The successful launch of the communication technology test satellite No. 23 using the Long March 5 rocket on December 20, 2025, marks a significant milestone for China's aerospace capabilities [1] Group 2: Industry Developments - As of December 2025, SpaceX has successfully launched 3,095 Starlink satellites, and China is expected to develop a recoverable medium-sized launch vehicle comparable to the Falcon 9, indicating a breakthrough in launch capacity [1] - The reduction in launch costs is anticipated to accelerate market growth in satellites, terminals, and computing power, confirming the investment position of commercial aerospace [1] Group 3: Investment Opportunities - The entry of China Star Network and the G60 Thousand Sails constellation into mass launch phases, along with the operationalization of commercial launch sites and rockets, is expected to lead to a new era in commercial aerospace characterized by high capacity and low costs [1] - The space computing sector is projected to unlock significant market potential, with a new trillion-yuan market emerging, presenting substantial growth opportunities for the related industry chain [1] - High-potential investment directions currently include space computing and recoverable rockets, while low-orbit communication satellite chains are already supported by fundamental logic and orders [1]

（文章来源：每日经济新闻） 每经AI快讯，存储芯片板块开盘走强，精智达、珂玛科技涨超10%，精测电子、成都华微、长川科技、 普冉股份、立昂微跟涨。 ...

证券日报网12月19日讯立昂微（605358）在12月15日至16日回答调研者提问时表示，公司的12英寸硅片 产品包括重掺外延片和轻掺抛光片。公司的重掺硅片占国内市场份额超过30%，低电阻率重掺系列产品 工艺等技术可保持全球同步领先，可参与全球竞争，随着低电阻率的重掺大尺寸硅片产品出货量增加， 自第一季度以来硅片平均出货价格环比逐季提升。公司的轻掺抛光片产品系列将注重发挥公司外延技术 特长，发展BCD轻掺硼硅片、CIS轻掺硼硅片等重点产品，着力研发先进制程用轻掺硅片，更加注重产 品的技术实力、质量标准，公司不主动参与价格战。 ...

证券日报网讯12月17日，立昂微（605358）在互动平台回答投资者提问时表示，立昂东芯是一家专注于 化合物半导体射频及光电芯片的代工制造平台，拥有行业领先的制造工艺技术优势，已实现二维可寻址 激光雷达VCSEL芯片的规模化量产。立昂东芯的专利和其他商业秘密保护措施可满足公司的经营发展 需要。 ...

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格隆汇12月17日丨立昂微(605358.SH)在投资者互动平台表示,立昂东芯是一家专注于化合物半导体射频 及光电芯片的代工制造平台，目前已有应用于光通信、光模块的VCSEL芯片工艺。 ...

证券日报网讯12月17日，立昂微（605358）在互动平台回答投资者提问时表示，立昂东芯是一家专注于 化合物半导体射频及光电芯片的代工制造平台，目前已有应用于光通信、光模块的VCSEL芯片工艺。 ...