Group 1 - The core point of the news is that Plater Technology's stock price dropped by 5.17% to 99.14 CNY per share, with a trading volume of 805 million CNY and a turnover rate of 2.90%, resulting in a total market capitalization of 27.196 billion CNY [1] - Plater Technology, established on July 6, 2011, and listed on July 22, 2019, specializes in providing comprehensive solutions for metal additive manufacturing (3D printing) and remanufacturing technology [1] - The company's main business revenue composition includes 63.33% from customized 3D printing products and technical services, 27.89% from 3D printing equipment, accessories, and technical services, and 8.78% from 3D printing raw materials [1] Group 2 - From the perspective of major fund holdings, one fund under Huatai-PineBridge has a significant position in Plater Technology, with 44,200 shares held in the Huatai-PineBridge CSI 1000 Index Enhanced A fund, accounting for 0.47% of the fund's net value, ranking as the ninth largest holding [2] - The Huatai-PineBridge CSI 1000 Index Enhanced A fund, established on May 19, 2023, has a current scale of 399 million CNY, with a year-to-date return of 1.68% and a one-year return of 57.57%, ranking 831 out of 4,193 in its category [2] - The fund managers, Xu Yizun and Wang Xingxing, have tenures of 10 years and 2 years respectively, with the former managing assets totaling 5.935 billion CNY and achieving a best return of 106.97% during his tenure [2]

Group 1 - As of January 5, the margin trading balance in A-shares reached 25,606.48 billion yuan, an increase of 199.66 billion yuan from the previous trading day, accounting for 2.55% of the A-share circulating market value [1] - The trading volume of margin transactions on the same day was 2,915.25 billion yuan, which is an increase of 730.7 billion yuan from the previous trading day, representing 11.34% of the total A-share trading volume [1] - Among the 31 primary industries in the Shenwan index, 27 industries experienced net financing inflows, with the electronics industry leading with a net inflow of 3.35 billion yuan [1] Group 2 - A total of 63 individual stocks had net financing inflows exceeding 100 million yuan, with Shenghong Technology leading at a net inflow of 694 million yuan [2] - Other notable stocks with significant net financing inflows include Lioo Co., Zhongwei Company, Yanhai Co., Aerospace Power, Xunwei Communication, Shannon Chip, Keda Xunfei, Western Materials, and Bolite [2] - Guosen Securities research report indicates that the current period is an earnings window, and certain stocks benefiting from high growth in overseas AI computing power are expected to see performance forecasts catalyze in January [2]

Group 1 - As of January 5, the margin trading balance in A-shares reached 25,606.48 billion yuan, an increase of 199.66 billion yuan from the previous trading day, accounting for 2.55% of the A-share circulating market value [1] - The trading volume of margin transactions on the same day was 2,915.25 billion yuan, which is an increase of 730.7 billion yuan from the previous trading day, representing 11.34% of the total A-share trading volume [1] - Among the 31 primary industries in the Shenwan index, 27 industries experienced net financing inflows, with the electronics industry leading at a net inflow of 3.35 billion yuan [1] Group 2 - A total of 63 individual stocks had net financing inflows exceeding 100 million yuan, with Shenghong Technology leading at a net inflow of 694 million yuan [1] - Other notable stocks with significant net financing inflows include Lioo Co., Zhongwei Company, Salt Lake Co., Aerospace Power, Xinwei Communication, Shannon Chip, Keda Xunfei, Western Materials, and Bolite [1][2] - Current reports suggest that the market is in an earnings window period, with certain stocks benefiting from high growth in overseas AI computing power expected to see performance forecasts catalyzed in January [2] - The upcoming CES 2026 exhibition is anticipated to drive a spring market rally, particularly in innovative sectors such as AI smartphones, AI glasses, and foldable screens [2]

Group 1 - The core point of the news is that Platinum Technology (688333.SH) has received a notice of investigation from the China Securities Regulatory Commission (CSRC) due to suspected violations of information disclosure laws [1] - The company stated that its production and operational activities are currently normal and that the investigation will not have a significant impact on its management and operations [1] - The company will actively cooperate with the CSRC during the investigation and will fulfill its information disclosure obligations in accordance with relevant laws and regulations [1] Group 2 - Platinum Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 22, 2019, issuing 20 million shares at a price of 33.00 yuan per share, raising a total of 66 million yuan [1] - The actual net fundraising amount was 59.87 million yuan, which is 10.11 million yuan less than the planned amount of 70 million yuan stated in the prospectus [2] - The company has conducted a subsequent stock issuance of 32,048,107 shares at a price of 94.50 yuan per share, raising a total of approximately 3.03 billion yuan, with a net amount of about 3.01 billion yuan after deducting issuance costs [2][3]

数据宝统计，截至10:38，铂力特成交额27.04亿元，创上市以来新高。最新股价下跌7.25%，换手率 9.81%。（数据宝） （文章来源：证券时报网） ...

登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 责任编辑：韦子蓉 登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 2025年12月31日，西安铂力特（维权）增材技术股份有限公司（以下简称"铂力特"或"公司"）发布公告 称收到中国证监会下发的《立案告知书》（编号：证监立案字0092025019号）。因公司涉嫌信息披露违 法违规，根据相关法律法规，中国证监会决定对公司立案。上海市信本律师事务所赵敬国律师（执业证 号：13101200410820485）提示，于2026年1月1日之前买入且有持仓，无论在2026年1月1日及之后是否 卖出的受损投资者，或可通过"新浪股民维权平台"自愿登记索赔。（赵敬国律师专栏） 2025年1月，陕西证监局查明公司2023年财务报表披露不准确，存在控制权未转移即提前 ...

立讯精密等公司拟大额回购；铂力特等公司被证监会立案；传化智联：2025年净利润同比预增 256.07%-361.57%；国芯科技：神经网络处理器DPNPU新IP产品内部测试成功…… 聚焦一：立讯精密等公司拟大额回购 立讯精密：公司拟使用自有资金或自筹资金（含股票回购专项贷款资金等）以集中竞价方式回购部分公 司已发行的人民币普通股（A股）股票。本次回购股份价格不超过86.96元/股，拟回购资金总额不低于 10亿元，不超过20亿元。公司已取得中国工商银行股份有限公司深圳市分行出具的《贷款承诺函》，贷 款额度最高不超过18亿元，贷款期限不超过3年，贷款用途为支付股票回购交易价款。 世纪华通：公司拟使用自有资金或自筹资金以不超过25.97元/股的价格回购公司股份，回购股份的资金 总额为不低于30,000.00万元（含），不超过60,000.00万元（含）。本次回购的股份将用于股权激励或员 工持股计划。 目前公司各项生产经营活动正常开展，上述事项不会对公司经营和管理造成重大影响。立案调查期间， 公司将积极配合中国证监会的调查工作，并严格按照相关法律法规及监管要求及时履行信息披露义务。 嘉泽新能：公司拟使用自有或自筹资金 ...

最近有只挺火的商业航天股，前脚刚被证监会点名，后脚股价就创下历史新高——12月31日，做3D打印的铂力特收到《立案告知书》，说涉嫌信息披露违 法违规。但公司马上回应：生产经营正常，不会有重大影响。更有意思的是，这只股今年已经涨了183%，12月单月涨近42%，今天收盘还报111.51元，总 市值306亿。 是不是很好奇？为什么被立案还能涨？其实关键不在新闻本身，而在我们怎么看"震荡"——很多人拿不住好股，就是栽在"震荡"上。 一、立案不影响的背后，藏着对"震荡"的认知差 你有没有过这种经历？买了一只好股，刚涨两天就开始大跌，赶紧卖了；结果卖了之后又涨，再追进去，又跌——最后得出结论："我和这只股没缘分"。 等你彻底死心，股价却开始飞涨，只能安慰自己"我也买到过牛股"。 就像2025年6、7月的行情，有只股不到十天跌了近20%，换你你敢拿吗？可回头看，那只是机构洗盘的手段。再比如这张图里的情况（看图1）：区域①巨 阴下跌，大家都说是"高位出货"；区域②反弹没两天又调整，有人说"双头做顶"；区域③看着像真正的高位，可实际上都是机构在"震仓"——好股的震荡， 从来都是机构不想让你分一杯羹的手段。 二、用数据拆穿"震 ...

Core Insights - The report emphasizes the positive outlook for domestic demand, which is expected to drive the development of new productive forces, as highlighted by the national financial work conference held on December 27-28, 2025 [5][13] - The aerospace sector continues to show high prosperity, with the China Aerospace Science and Technology Corporation achieving a record 73 space launch missions in 2025 [5][14] - The report recommends focusing on companies that align with the "S-curve" evolution, emphasizing supply chain reform, maintenance volume, and trends towards automation and intelligence [5][15] Industry Overview - The defense and aerospace industry is experiencing a significant increase in investment, with a focus on new productive forces and comprehensive human development [5][13] - The report notes the successful IPO acceptance of Blue Arrow Aerospace, which aims to raise 7.5 billion CNY, indicating strong market interest in commercial aerospace ventures [5][14] - The report identifies three key cycles within the industry: the evolution of the "S-curve," expansion of the "S-curve," and a new cycle focusing on emerging industries such as commercial aerospace, AI, and quantum computing [5][15] Company Recommendations - Recommended companies include: - **Aero Engine Corporation of China** (航发动力): Benefiting from high-end aviation equipment production and potential for domestic engine replacement in the civil aviation market [5][21] - **AVIC Xi'an Aircraft Industry Group** (中航西飞): A major manufacturer of military and civil aircraft, expected to benefit from modernization and military trade opportunities [5][22] - **China Power** (中国动力): Positioned to benefit from the recovery of the shipbuilding industry and the transition to dual-fuel engines [5][26] - **Aero Engine Control** (航发控制): Engaged in the production of control systems for military and civil aviation engines, with a strong competitive position [5][21] - **Ziguang Guowei** (紫光国微): Focused on the semiconductor industry with a strong emphasis on domestic market growth and AI integration [5][18] Financial Analysis - The report provides detailed financial metrics for key companies, including expected earnings per share (EPS), price-to-earnings (PE) ratios, and return on equity (ROE) for 2025 and 2026 [6] - For example, **航发动力** is projected to have an EPS of 0.34 CNY in 2026 with a PE ratio of 117.74 [6] - **中航重机** is expected to achieve a net profit of 11.21 billion CNY in 2025, with a dynamic PE ratio of approximately 28X [5][24] Market Performance - The report notes that the China Securities Military Industry Index has shown a weekly increase of 2.90%, outperforming major indices such as the Shanghai Composite and Shenzhen Component [5][34] - Year-to-date, the military industry index has increased by 42.34%, indicating strong market performance relative to other sectors [5][34]

Group 1 - The company has a long-term cooperative relationship with Platinum Technology, providing precision sheet metal components for 3D printing equipment [1] - In recent years, the company has also supplied CNC machine tools to meet the precision machining needs of parts in the metal additive manufacturing sector [1]