四季报显示，该基金前十大重仓股已完全不同于传统新能源基金，永鼎股份、斯瑞新材、东方钽业、安 泰科技等公司，均与高温超导材料、特种金属、高端装备等核聚变产业链关键环节深度绑定。 数据来源：基金公告 专题：2025基金四季报前瞻：AI应用、商业航天、核聚变，谁领2026投资主线？ 公募基金2025年四季报陆续披露，同泰基金经理陈宗超管理的两只产品——同泰数字经济A与同泰新能 源优选1年持有A已率先公布。目前，陈宗超在管规模为5.18亿元。 在同泰新能源优选1年持有A四季报中，基金经理陈宗超首先回顾了整个电力设备及新能源板块的宏观 背景，指出行业在经历了长期调整后于2025年呈现结构性分化，而他的选择是彻底拥抱这个宏大叙事中 最前沿且最具不确定性的部分。 核心逻辑基石在于，可控核聚变凭借其燃料充足、零碳排、安全且经济的终极优势，正因两项关键技术 而加速从梦想照进现实：一是高温超导材料的快速进步，二是人工智能的蓬勃发展。他认为，这已使该 领域成为继半导体和AI之后，大国竞争的下一个关键战场。 在陈宗超看来，2025年是可控核聚变从科学理想步入产业视野的关键一年。政策的强力驱动是首要催化 剂，国家不仅首次以法律形式确立 ...

证券之星消息，1月14日金属新材料板块较上一交易日下跌0.43%，斯瑞新材领跌。当日上证指数报收于 4126.09，下跌0.31%。深证成指报收于14248.6，上涨0.56%。金属新材料板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0000660 | 安泰科技 | | 2.55 Z | 4.00% | -3.02 Z | -4.75% | 4754.32万 | 0.75% | | 300835 龙磁科技 | | | 1103.29万 | 2.83% | 1632.83万 | 4.18% | -2736.12万 | -7.01% | | 300811 铂科新材 | | | 891.04万 | 0.73% | -2154.53万 | -1.76% | 1263.49万 | 1.03% | | 000795 | 英語学 | | 718.69万 | 2.04% | -889.46万 | ...

证券代码：688102 证券简称：斯瑞新材 公告编号：2026-004 陕西斯瑞新材料股份有限公司 关于调整2025年前三季度利润分配现金分红总额 的公告 二、调整原因 重要内容提示： 现金分红总额调整情况：陕西斯瑞新材料股份有限公司（以下简称"公 司"）2025 年前三季度利润分配拟维持每 10 股派发现金红利 0.40 元（含税） 不变，派发现金分红的总额由 30,905,367.16 元（含税）调整为 30,927,607.16 元（含税）。 自公司董事会审议通过 2025 年前三季度利润分配方案之日起至本公告 披露日，公司因 2023 年股票期权激励计划首次授予及预留授予股票期权第一个 行权期自主行权，新增股份 556,000 股，公司总股本由 774,901,878 股变更为 775,457,878 股，扣除公司回购专用证券账户中股份数（2,267,699 股）后的股 本为 773,190,179 股。根据公司 2025 年前三季度利润分配方案，公司拟维持每 股分配比例不变，以权益分派的股权登记日登记的总股本扣除公司回购专户中的 股份数后为基数，相应调整现金分红总额。 一、调整前 2025 年前三季 ...

| 智明达 | 53.90 | -10.17% | | --- | --- | --- | | 588988989 | | | | 航天电子 | 28.40 | -10.01% | | 600879.SH | | | | 中国卫通 | 48.49 | -10.00% | | 601698.SH | | | | 航天长峰 | 26.45 | -10.00% | | 600855.SH | | | | 航天发展 | 36.00 | -10.00% | | 000547.SZ | | | | 航天动力 | 44.64 | -10.00% | | 600343.SH | | | | 中天火箭 | 88.83 | -10.00% | | 003009.SZ | | | | 震刺示 | 60.21 | -10.00% | | 002151.SZ | | | | 航天科技 | 31.50 | -10.00% | | 000901.SZ | | | | 航天电器 | 63.67 | -9.99% | | 002025.SZ | | | | 航天晨光 | 34.69 | -9.99% | | 600501 SH | | | I ...

格隆汇1月12日丨斯瑞新材(688102.SH)在投资者互动平台表示，公司在光模块芯片基座/壳体产品有业务 布局。 ...

斯瑞新材股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有10个交易日股价刷新历史 纪录。截至09:44，该股目前上涨6.39%，股价报49.80元，成交1566.05万股，成交金额7.52亿元，换手 率2.14%，该股最新A股总市值达385.90亿元，该股A股流通市值365.12亿元。 证券时报·数据宝统计显示，斯瑞新材所属的有色金属行业，目前整体涨幅为0.18%，行业内，目前股价 上涨的有58只，涨幅居前的有安泰科技、斯瑞新材、焦作万方等，涨幅分别为9.92%、6.39%、5.95%。 股价下跌的有80只，跌幅居前的有东方钽业、章源钨业、龙磁科技等，跌幅分别为4.60%、4.25%、 3.55%。 两融数据显示，该股最新（1月9日）两融余额为10.88亿元，其中，融资余额为10.88亿元，近10日增加 3.96亿元，环比增长57.23%。 公司发布的三季报数据显示，前三季度公司共实现营业收入11.74亿元，同比增长21.74%，实现净利润 1.08亿元，同比增长37.74%，基本每股收益为0.1483元，加权平均净资产收益率9.29%。（数据宝） （文章来源：证券时报网） ...

Group 1 - The A-share market is experiencing a year-end rally with accelerated rotation of hot sectors, including commercial aerospace, brain-computer interfaces, storage chips, controllable nuclear fusion, and photoresist [1][3] - In December 2025, a total of 155 public fund institutions participated in A-share research, with Huaxia Fund leading with 100 research sessions [1][7] - Notably, stocks with multiple hot concepts have shown significant price increases, resulting in several "double stocks," while some stocks have experienced rapid declines due to short-term speculation [1][8] Group 2 - The brain-computer interface concept stock, Entropy Technology, has been the most researched since the beginning of 2026, attracting 132 institutions, including 36 public funds [3] - Superjet Co., involved in commercial aerospace, has also gained attention, with 109 institutions participating in its research sessions, focusing on its rocket structure component production line [4] - Guanglian Aviation, a leading private enterprise in aerospace equipment structure, has attracted 79 institutions for its research, emphasizing its participation in national projects [4] Group 3 - Companies like Dineike, focusing on smart home and medical communication devices, have attracted 60 institutions, with interest in their brainwave interaction technology [5] - Other notable companies include Guojijiang Precision Engineering and Tangyuan Electric, which are involved in commercial aerospace and robotics, respectively, attracting significant institutional interest [5] - Prior to the year-end rally, institutions had already begun research layouts, with 71 public institutions conducting at least 20 research sessions each in December 2025 [7] Group 4 - Since December 2025, several stocks have shown strong performance, with Superjet Co. and Hualing Cable seeing price increases of over 150%, while others like Guanglian Aviation and Haoshi Electromechanical have risen over 120% [8] - Conversely, some stocks, such as Tianming Technology, have experienced significant price corrections due to clarifications regarding their business focus, leading to a nearly 20% decline in early January 2026 [8]

Core Insights - The A-share market saw significant growth in 2025, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index increasing by 18.41%, 29.87%, and 49.57% respectively, outperforming 2024 [2][25] - The top ten performing stocks in 2025, focusing on high-growth sectors, showed remarkable price increases, with six companies rising over 200%, two over 300%, and two over 400% [3][25] Group 1: Top Performing Companies - **Giant Network (002558.SZ)**: Achieved a stock price increase of 241.94% in the gaming industry, driven by strong demand and successful game launches, with a revenue of 3.368 billion yuan and a net profit of 1.417 billion yuan in the first three quarters of 2025 [4][5][26] - **Kaimet Gas (002549.SZ)**: Experienced a stock price increase of 246.17% in the environmental and atmospheric governance sector, with a revenue of 485 million yuan and a net profit of 75.4 million yuan, largely due to the growth in the specialty gas segment [6][28] - **Hezhong Intelligent (603011.SH)**: Saw a stock price increase of 246.64% in the specialized equipment industry, benefiting from the global fusion industry growth and securing a 209 million yuan order for vacuum chambers [8][29] - **China Satellite (600118.SH)**: Recorded a stock price increase of 248.44% in the aerospace equipment sector, with a revenue of 3.102 billion yuan and a net profit of 14.81 million yuan, capitalizing on the booming commercial aerospace industry [10][31] - **Dazhong Mining (001203.SZ)**: Achieved a stock price increase of 253.93% in the steel raw materials sector, focusing on lithium mining with significant resource potential [12][33] - **Taotao Automotive (301345.SZ)**: Experienced a stock price increase of 281.48% in the automotive services sector, with a revenue of 2.773 billion yuan and a net profit of 607 million yuan, primarily from overseas markets [14][35] - **Sry New Materials (688102.SH)**: Saw a stock price increase of 339.23% in the new materials sector, with a revenue of 1.174 billion yuan and a net profit of 108 million yuan, benefiting from the commercial aerospace sector [16][37] - **Aerospace Development (000547.SZ)**: Achieved a stock price increase of 352.19% in the defense and military electronics sector, with a revenue growth of 42.59% and a net profit increase of 12.38% [18][40] - **Haixia Innovation (300300.SZ)**: Recorded a stock price increase of 429.23% in the IT services sector, focusing on smart city projects and data services [20][41] - **Pingtan Development (000592.SZ)**: Achieved a stock price increase of 436.59% in the agriculture, forestry, animal husbandry, and fishery sector, with a net profit of 31.23 million yuan, benefiting from cross-border e-commerce initiatives [22][42]

例如，1月6日，广州金域医学检验集团股份有限公司发布的公告显示，为增强投资者回报，促进全体股 东共享公司经营发展成果，提升投资者获得感，切实保护广大投资者利益等，公司拟实施2025年前三季 度分红，拟向全体股东每10股派发现金红利8.8元（含税）。同日，陕西斯瑞新材料股份有限公司也披 露前三季度分红方案，拟向全体股东每10股派发现金红利0.40元（含税）。 本报记者 桂小笋 2026年伊始，A股市场迎来了一波"分红暖意"。1月份以来，多家A股上市公司发布2025年前三季度利润 分配预案，以真金白银向投资者传递发展信心。预案的推出进一步凸显了分红制度化、常态化、高频次 的发展趋势，成为新年资本市场的亮点。 深圳市前海排排网基金销售有限责任公司研究员张鹏远告诉《证券日报》记者，上市公司在此时推出 2025年前三季度分红预案，具有多重积极意义。首先，政策层面鼓励提高分红频次，此举符合监管导 向。其次，春节前实施分红能够提升投资者获得感，彰显公司现金流稳健与回报诚意，增强市场信心。 再次，选择年报披露前的窗口期进行分红，可以避免与年度分红叠加，降低公司资金压力，同时提前稳 定股东预期，适配长期资金配置节奏。这种安排既 ...

| 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688523 | 航天环宇 | 1 | -8.82 | 277亿 | 21.60 | | 301517 | 陕西华达 | 1 | -7.11 | 103亿 | -2.40 | | 688568 | 中科星图 | | -6.55 | 468 乙 | -1.86 | | 688333 | 铂力特 | + | -6.26 | 274亿 | -10.36 | | 600118 | 中国内营 | 1 | -5.69 | 1193亿 | 6.29 | | 300762 | 上海潮讯 | 本 | -5.62 | 263亿 | 0.31 | | 688387 | 信科移动-l * | | -5.21 | 410亿 | -6.98 | | 605090 | 九丰能源 | 1 | -5.11 | 296亿 | -2.58 | | 301232 | 飞沃科技 | 1 | -4.39 | 132亿 | 3.91 | | 300342 | 天银机电 * * | | -4.41 | ...