Group 1 - The high-pressure oxygen chamber concept has seen a significant increase of 7.01%, ranking second among concept sectors, with 10 stocks rising, including BeiYikang which hit a 30% limit up, and others like International Medicine and Innovation Medical also reaching their limit up [1] - The main inflow of funds into the high-pressure oxygen chamber concept amounted to 389 million yuan, with Innovation Medical receiving the highest net inflow of 256 million yuan, followed by International Medicine and Yingkang Life [2][3] - The net inflow ratios for major stocks in the high-pressure oxygen chamber concept are led by Innovation Medical at 74.84%, International Medicine at 41.60%, and Yingkang Life at 8.97% [3] Group 2 - The top-performing concept sectors today include Brain-Computer Interface with a rise of 13.70%, while the Free Trade Zone saw a decline of 2.93% [2] - Other notable sectors include Blood Oxygen Meters up 5.65% and 2025 Annual Report Pre-Increase up 5.16% [2] - The trading volume and turnover rates for stocks in the high-pressure oxygen chamber concept indicate active trading, with Innovation Medical showing a turnover rate of 3.48% [3]

2025年12月26日，"国资小新"综合媒体报道和网友推荐，从2025年中央企业建设的重点项目中精心选出 20项既有传播"热度"，又有创新"力度"的大国重器，并发起投票，吸引数百万网友参与。综合网友投票 情况和专家意见，最终评出"2025年度央企十大国之重器"。 这是铁建重工自主研制的大国重器第三次入选，并连续两年获评"央企十大国之重器"。2022年，全球最 大竖井掘进机"梦想号"同国产大飞机C919、我国第三艘航空母舰"福建舰"等一同入选"2022年度央企十 大国之重器"；2024年，我国自主研制最大直径盾构机"江海号"同首艘大洋钻探船"梦想"号、国内最大 规模的量子计算集群"天衍"等一同入选"2024年度央企十大国之重器"。2025年12月30日，"钢铁脊梁 号"入选2025年"湖南十大科技新闻"。 1月1日，由国务院国资委"国资小新"组织评选的"2025年度央企十大国之重器"重磅揭晓，铁建重工 自主研制的全球首台千米级竖井硬岩全断面掘进机"钢铁脊梁号"入选。这是继全球最大竖井掘进机"梦 想号"、我国自主研制最大直径盾构机"江海号"后，铁建重工自主研制的大国重器第三次入选，登上"央 企十大国之重器"荣耀舞 ...

据iFinD统计，截至12月30日，沪深两市共有120股连续5日或5日以上获融资净买入。连续获融资净买入 天数最多的股票是研奥股份，连续13个交易日获净买入；连续获融资净买入天数较多的还有歌尔股份、 三人行、联芸科技、拉卡拉、先锋精科、佳驰科技、天马科技、上海谊众等股。 （文章来源：证券时报网） ...

本报记者 杨洁 在湖南省这片创新热土上，新质生产力正以前所未有的速度茁壮成长。从仰望星空的北斗产业，到深耕 大地的绿色物流枢纽和地热系统，再到投资于人的科创企业与人才培育，一场以金融赋能高质量发展的 生动实践正在三湘大地全面展开。 近期，《证券日报》记者跟随中国银行业协会到湖南省实地调研了解到，当地金融机构正以精准、创 新、前瞻性的金融服务，融贯"天地人"三大维度，为培育新质生产力注入源源不断的金融活水。 天空：北斗闪耀 金融赋能空天信息新赛道 "复移小凳扶窗立，教识中天北斗星。"自古以来，北斗七星便是中国人辨明方向、追寻时空的指引。如 今，北斗之光已悄然融入人们的寻常生活，无需仰首寻觅，近在身边的中国北斗产业，正以璀璨科技之 辉照亮千行百业。 北斗产业是指基于北斗全球卫星导航系统的产业。近年来，我国持续推动北斗与5G通信、大数据、物 联网等新兴技术领域深度融合，全面推动北斗系统规模应用示范，在重点行业、区域创新应用上进行示 范引导，发展形成更多"北斗+"和"+北斗"的新产业新业态新模式。湖南作为北斗技术创新的引领区，其 发布的《湖南省北斗产业发展规划（2023—2027年）》提出"力争到2027年全省北斗产 ...

北部湾港 矽电股份 中直股份 兴福电子 吉贝尔 华资实业 莱特光电 华领医药 福莱新材 赛力斯 创新奇智 ...

Group 1 - The high-pressure oxygen chamber concept declined by 0.92%, ranking among the top declines in the concept sector, with companies like Innovation Medical, Aoyang Health, and Yinkang Life experiencing significant drops [1] - Among the concept stocks, Jinling Pharmaceutical, Tiedao Heavy Industry, and Hangyang Co. saw increases of 2.93%, 0.77%, and 0.26% respectively [1] - The top-performing concept sectors today included Hainan Free Trade Zone with a rise of 4.32%, and various metal sectors such as zinc and lead, which increased by 3.61% and 3.30% respectively [1] Group 2 - The high-pressure oxygen chamber concept experienced a net outflow of 199 million yuan, with six stocks seeing significant outflows, led by Innovation Medical with a net outflow of 132 million yuan [1] - Other companies with notable net outflows included Hangyang Co. and Yinkang Life, with outflows of 39.31 million yuan and 12.35 million yuan respectively [1] - Conversely, Aoyang Health, Jinling Pharmaceutical, and Dahu Co. were among the stocks with net inflows, receiving 2.49 million yuan, 2.04 million yuan, and 0.47 million yuan respectively [1]

12月25日，铁建重工盘中上涨2.17%，截至13:48，报5.18元/股，成交1.37亿元，换手率0.50%，总市值 276.28亿元。 铁建重工今年以来股价涨20.05%，近5个交易日涨4.23%，近20日涨4.44%，近60日跌4.25%。 机构持仓方面，截止2025年9月30日，铁建重工十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股3696.83万股，相比上期增加1294.58万股。南方中证500ETF（510500）位居第五大流通股 东，持股2324.64万股，相比上期减少57.70万股。科创100ETF基金（588220）位居第八大流通股东，持 股966.36万股，为新进股东。博时上证科创板100ETF联接A（019857）位居第九大流通股东，持股 926.41万股，为新进股东。国联优势产业混合A（014329）退出十大流通股东之列。 今年以来铁建重工已经3次登上龙虎榜，最近一次登上龙虎榜为7月23日，当日龙虎榜净买入2653.81万 元；买入总计1.21亿元 ，占总成交额比34.47%；卖出总计9454.93万元 ，占总成交额比26.92%。 责任编辑：小浪快报 资料显示，中国铁 ...

Core Viewpoint - The first dual-mode vertical shaft tunneling machine "Weiheng" has been successfully launched in Changsha, which will be used for the power relocation project in Fengxiang Bay, Nanzhuang Town, Foshan City, Guangdong Province [1][3]. Group 1: Machine Specifications and Innovations - "Weiheng" has a drilling diameter of 14.2 meters and will be utilized for the construction of starting and receiving shafts [3]. - The project employs a 1.2-meter thick cast-in-place wall technology for the first time in the country, integrating traditional casting methods with new mechanical tunneling techniques, which is expected to significantly shorten the construction cycle [3]. - The machine is equipped with a heavy-duty cutting and excavation system and an efficient mud-water discharge system, with optimizations in underwater sealing and main engine vibration resistance to ensure smooth project progress [3]. Group 2: Company and Industry Leadership - The company, China Railway Construction Heavy Industry, has been leading the development of vertical shaft tunneling technology, having previously developed the world's largest vertical shaft tunneling machine "Dream" and the deepest one "Steel Backbone" [3]. - The company aims to continue its operations in Changsha and produce more "national heavy equipment" to provide new solutions for modern urban intensive and intelligent construction, as well as deep earth strategic space development [3].

Core Insights - The engineering machinery industry is expected to maintain steady growth in 2025, driven by domestic infrastructure investment and overseas market expansion, achieving a high-quality development pattern of "stable growth, structural optimization, and improved efficiency" [10] - The report maintains a "leading the market" rating for the engineering machinery sector, highlighting the potential of intelligent logistics and mining machinery as key investment areas [10] Industry Performance Overview - The engineering machinery industry index has outperformed major market indices, with a year-to-date increase of 33.14% as of December 21, 2025, significantly surpassing the Shanghai Composite Index and Shenzhen Component Index [9][14] - The revenue and net profit of the engineering machinery industry grew by 10.84% and 19.72% year-on-year, respectively, in the first three quarters of 2025, indicating a recovery in operational performance [21][23] Intelligent Logistics Equipment - The demand from e-commerce has driven rapid transformation in the logistics market, with the logistics total amount reaching 263.2 trillion yuan in the first three quarters of 2025, a year-on-year increase of 5.4% [38][49] - Policies at both national and local levels are establishing a supportive framework for the development of intelligent logistics, focusing on technology empowerment, equipment upgrades, and scenario innovation [10][55] Mining Machinery and Tunnel Engineering Equipment - The "14th Five-Year Plan" emphasizes the development of deep-earth economy, with mining machinery showing significant work hour differentiation, particularly for non-road dump trucks [10][19] - The demand for intelligent mining equipment is accelerating due to stringent policies related to carbon neutrality and safety regulations, driving the production of advanced machinery [10][21] Investment Recommendations - The report suggests focusing on companies involved in intelligent logistics equipment such as Anhui Heli and Hangcha Group, as well as traditional earth-moving machinery like SANY Heavy Industry and Zoomlion [10][7] - The mining machinery sector is highlighted for its growth potential, particularly in non-road dump trucks and tunnel boring machines, with companies like Tiedao Heavy Industry and Wuxin Tunnel Equipment recommended for investment [10][7]

Core Insights - Hainan Free Trade Port officially commenced full island closure operations on December 18, with customs reporting an import value of 360 million yuan on the first day [1] - The establishment of free trade zones is a significant strategic move by the Chinese government to promote reform and opening up, contributing to approximately 20% of the nation's foreign investment and total import-export volume [1] - The introduction of a negative list for data export management has greatly enhanced the efficiency and clarity of data cross-border flow for enterprises, particularly in sectors like automotive and pharmaceuticals [2] Group 1: Free Trade Zones and Economic Impact - The Hainan Free Trade Port's first day of operations saw customs regulate zero-tariff imports valued at 360 million yuan [1] - The 22 free trade zones across China have collectively contributed to about 20% of the country's foreign investment and import-export totals [1] - The establishment of dynamic international rule benchmarking mechanisms is essential for adapting to changes in global trade, particularly in service and digital economies [2] Group 2: Industry Innovation and Collaboration - In Hunan, the construction of a collaborative innovation system among various sectors has led to breakthroughs in key technologies for shield machine bearings, enhancing manufacturing capabilities [3] - The Xinjiang Free Trade Zone has established a comprehensive open network with multiple land and air ports, facilitating cross-border cooperation and industry transfer [4] - The Chinese government aims to enhance the level of institutional openness and the quality of the open economy through strategic initiatives in free trade zones [4]