今天上午，市场主要有三大看点。 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 一是商业航天产业链全线反弹 ，中国卫星涨停，18只名称中含有"航天"的个股中，有17只上涨， 其中，航天工程涨停，迎来"4天3板"。 二是算力产业链继续轮动 ，前两天是光模块、PCB（印制电路板）板块上涨，昨天是液冷板块大 涨，今天上午轮动到电源设备板块。 其中，麦格米特涨停，股价创历史新高，最新市值为518.7亿 元。 三是半导体产业链 ，存储芯片板块和中芯国际关注度较高。 截至上午收盘，上证指数上涨0.24%，深证成指上涨0.31%，创业板指上涨0.08%。 商业航天板块反弹 今天上午，商业航天板块迎来反弹，带动军工电子、卫星导航、航空发动机等板块上涨。新雷能、 超捷股份等收获"20CM"涨停。 | 成分股 | 星金 | 资金 | 板块分析 | 新闻 | | --- | --- | --- | --- | --- | | 5展开分析 | | 最新 | 涨幅 → | 流通市值 | | 大工股份 | | 22.00 | 22.49% | 13.8亿 | | 次新 920068 | | | ...

关于本次价格调整的成因，来自产业链的解读指出，智能手机及人工智能应用需求的拓展，推动了对相关套片产品的市场需要。此外，上游原材料价格持续 上行构成了另一推动因素。 需求旺盛也反映在国内主要晶圆代工厂的产能利用率上，有信息显示，中芯国际与华虹公司的生产负荷已普遍处于高产乃至满载运行状态。而代工龙头台积 电近期确认整合其8英寸产能，并计划在未来关停部分8英寸旧生产线。这一布局调整，进一步强化了市场对成熟制程供应趋紧的判断，被认为强化了其他厂 商的调价预期。 此外，上海复旦于12月23日发布的公告显示，公司股东复芯凡高与国盛投资签署股份转让协议。国盛投资将以协议转让方式受让公司12.99%的A股股份，交 易对价确定为约51.44亿元。这一股权变动预计不会对公司的经营构成重大影响。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 12月23日，中芯国际已对部分晶圆代工产能实施价格上调，上调幅度约为10%。相关信息显示，此轮调价预计将在短期内落地。 ...

| 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | | 上证指数 | 3929.25 | 9.27 | 0.24% | 4659亿 | | 深证成指 | 13410.05 | 41.06 | 0.31% | 6828亿 | | 万得全A | 6345.55 | 30.17 | 0.48% | 11592亿 | | 科创综指 | 1615.07 | 12.48 | 0.78% | 1171亿 | | 创业板指 | 3207.59 | 2.58 | 0.08% | 3083亿 | | 北证50 | 1442.57 | 2.63 | 0.18% | 106亿 | 从板块来看，商业航天概念持续走强，近20只成分股涨停，其中超捷股份（301005）20cm涨停，神剑股份（002361）5连板，九 鼎新材（002201）、合众思壮（002383）、再升科技（603601）涨停。消息面上，据证监会网上办事服务平台披露，近日，蓝 箭航天IPO辅导工作正式完成，辅导机构为中金公司（601995）【详情】。 福建板块再度走强，安记食品（603696）7天4板， ...

Group 1 - The three major indices showed mixed performance, with the electronics sector leading gains, as evidenced by the China Securities Electronics Index rising by 0.45% and key stocks like Huagong Technology increasing by over 7% [1] - The semiconductor industry is experiencing a positive trend, with the China Securities Chip Industry Index up by 0.25%, driven by strong performances from companies such as Tianyue Advanced and Shengbang Technology [1] - The electronic ETF (159997) and chip ETF Tianhong (159310) both saw increases, reflecting the overall positive sentiment in the sector [2] Group 2 - Apple is increasing its procurement of storage chips from Samsung, which is expected to capture approximately 60% to 70% of the low-power DRAM supply for the iPhone 17 due to rapid price increases in storage chips [2] - SMIC has implemented a price increase of about 10% on some of its production capacity, indicating a trend of rising prices in the semiconductor industry [2] - The China Securities Chip Industry Index is projected to see a 37.62% year-on-year growth in net profit attributable to shareholders in the first half of 2025, driven by policy support and surging demand [2] Group 3 - The electronic industry is likely to continue its upward cycle in the first half of 2026, with structural growth opportunities in AI servers, AI edge computing, and equipment materials [3] - The current price increase in storage chips is characterized by unexpected sustainability, marking the beginning of a new upward phase in the storage industry, driven by supply-side adjustments and structural recovery in demand [3] - The ongoing price increases in storage chips, particularly for high-performance storage related to AI, are expected to benefit companies in the supply chain, although there may be potential pressure on the costs of consumer electronics [3]

Group 1 - The core viewpoint of the news is that the semiconductor materials and equipment sector is experiencing fluctuations, with specific companies showing significant price movements, and a notable price increase implemented by SMIC on certain capacities due to rising demand driven by mobile applications and AI [1][3] - The semiconductor materials and equipment theme index on the STAR Market is seeing mixed performance among its constituent stocks, with Tianyue Advanced leading the gains at 6.01% and Helin Micro leading the losses at 4.65% [1] - The demand for semiconductor products is increasing, attributed to the growth in applications for mobile devices and AI, which is also influencing the pricing strategies of companies like SMIC [1] Group 2 - The STAR Market Semiconductor ETF (588170) and its linked funds focus on semiconductor equipment (61%) and materials (23%), indicating a strong emphasis on domestic replacement in a sector with low domestic substitution rates [2] - The semiconductor materials ETF (562590) also highlights a significant focus on semiconductor equipment (61%) and materials (21%), reflecting the industry's potential for growth amid the ongoing AI revolution and technological advancements [2]

Group 1 - The A-share and Hong Kong stock markets opened high but returned to volatility, with A-share sectors like aerospace satellites, photovoltaics, and 6G leading the gains [1] - In the Hong Kong market, trading was flat with reduced transaction volume, and southbound capital turned to net outflow during the session [1] - Semiconductor and chemical sectors performed well, with CRO concept stock Bai Ao Sai Tu being included in the Hong Kong Stock Connect and rising over 20% [1] Group 2 - SMIC has implemented price increases on some of its production capacity, with an increase of approximately 10% attributed to rising raw material costs, strong downstream demand, and the shutdown of some capacities by overseas leading companies [1] - Both SMIC and Hua Hong Semiconductor are components of the Hang Seng Technology Index and the Guo Zheng Hong Kong Stock Connect Technology Index, which have a balanced distribution across high-end manufacturing, biotechnology, and the internet industry [1] - The Hong Kong Stock Connect Technology ETF (159101.SZ), managed by Huaxia Fund, provides a low-threshold investment tool for individual investors to access Hong Kong technology assets [1]

Group 1: Starlink User Growth - Starlink, a satellite internet service by Elon Musk, has surpassed 9 million active users globally, providing high-speed internet in 155 countries and regions [2] - The user growth rate has accelerated significantly, with the latest addition of 1 million users occurring in just 47 days [2] Group 2: AI Model Developments - Alibaba Tongyi has released a new open-source voice interaction model, Fun-Audio-Chat-8B, suitable for various applications including voice chat and customer service [3] - Zhiyu AI has launched and open-sourced its flagship model GLM-4.7, which enhances programming capabilities and task planning [4] Group 3: Security Incidents and Responses - WeChat has refuted rumors regarding account theft linked to a live streaming platform, confirming that their security measures are intact [5] - JD.com has responded to reports of a theft at its Paris warehouse, disputing the reported loss of over €37 million and stating that operations have returned to normal [6] Group 4: Mergers and Acquisitions - Harman International, a subsidiary of Samsung Electronics, has agreed to acquire ZF Group's Advanced Driver Assistance Systems (ADAS) business for €1.5 billion (approximately $1.8 billion) [7] Group 5: Legal Challenges in AI - A group of authors has filed a copyright infringement lawsuit against six AI companies, including OpenAI and Google, claiming their works have been used without compensation [8] Group 6: Automotive Developments - Zoox, an autonomous driving company owned by Amazon, is recalling 332 vehicles due to software errors that increase collision risks [9] - Beijing has issued the first L3-level autonomous driving vehicle license plates, marking a significant milestone in the commercialization of autonomous vehicles in China [13] Group 7: Robotics and AI Investments - Galaxy General has signed a strategic cooperation agreement with Baida Precision to deploy over 1,000 intelligent robots in industrial manufacturing [10] - EVE Energy has initiated the construction of a sodium battery headquarters and an AI robotics center, with a total investment of approximately 1 billion yuan [10] Group 8: Semiconductor Industry Updates - SMIC has implemented a price increase of about 10% on certain capacities, driven by rising demand for semiconductor products due to mobile and AI applications [15] - Chip and Semiconductor has completed its IPO counseling, indicating a clear direction for its capital market activities [19]

12月24日，A股三大指数集体高开。科创50ETF（588000）早盘震荡走弱，跌幅0.2%。盘面上，持仓股 天岳先进上涨6.26%，思特威-W上涨2.55%，西部超导上涨1.62%，中芯国际上涨1.34%。截至发文，科 创50ETF（588000）成交额达8.01亿元。 （文章来源：每日经济新闻） 消息面上，中芯国际已经对部分产能实施了涨价，涨幅约为10%。对于涨价原因，有业内人士解读称， 原材料涨价也是其中因素。此外，台积电确认整合8英寸产能，并计划在2027年末关停部分生产线，或 也引发晶圆厂涨价预期。 展望后市，国金证券表示，半导体设备是半导体产业链的基石，存储扩产与自主可控共振，国产替代空 间广阔。半导体设备位于产业链上游，是支撑芯片制造与封测的核心产业。根据SEMI的数据，国内设 备龙头业绩表现亮眼，2025年前三季度八家龙头公司合计营收同增37.3%，归母净利润同增23.9%。随 着AI大模型驱动存储技术向3D化演进，国产半导体设备产业链有望迎来新一轮高速增长机遇。 科创50ETF（588000）追踪科创50指数，指数持仓电子行业69.39%，计算机行业4.88%，合计74.27%， 与当前人工 ...

【12月24日港股半导体股盘初拉升，中芯国际等涨幅明显】12月24日，港股半导体股盘初拉升。中芯国 际、上海复旦涨约5%，华虹半导体涨4%，贝克微、英诺赛科跟涨。 消息显示，经多渠道求证，中芯国 际已对部分产能涨价，涨幅约10%，有公司预计涨价将很快执行。此前，因存储产品价格过低，晶圆厂 已率先对其涨价。 半导体业内人士解读，手机应用和AI需求增长带动套片需求，进而拉动整体半导体 产品需求，同时原材料涨价也是中芯国际涨价原因。 此外，台积电确认整合8英寸产能，计划2027年末 关停部分生产线，或引发晶圆厂涨价预期。中芯国际、华虹公司因需求旺盛，产能利用率持续增长，已 接近或超过满载。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 和讯财经 FUL hexun.con 和而不同 迅达天下 扫码查看原文 ...

Market Overview - On December 24, the A-share market opened slightly higher, with the Shanghai Composite Index at 3920.35 points, up 0.01% [1][21] - The market experienced a pullback after an initial rise, with the Shanghai Composite Index and Shenzhen Component Index showing slight gains, while the ChiNext Index was in the red [1][21] Sector Performance - The storage chip sector showed strength in early trading, with companies like Shenghui Integrated and Chuangyuan Technology achieving three consecutive trading limits [3][22] - The glass fiber sector remained active, with notable gains in stocks such as Jiu Ding New Materials and Zai Sheng Technology, both hitting the daily limit [12][33] Notable Stocks - Victory Energy achieved a nine-day trading limit, closing at 34.79 CNY per share, with a cumulative increase of 114.44% over the past eight trading days [13][34] - Semiconductor stocks in Hong Kong, including Shanghai Fudan, SMIC, and Huahong Semiconductor, also saw significant gains, with SMIC raising prices by approximately 10% for some production capacities [12][32] Commodity Market - Domestic precious metal futures continued to surge, with the main silver contract on the Shanghai Futures Exchange increasing by 7% [35][36] - Spot silver prices rose above 72.7 USD per ounce, driven by expectations of interest rate adjustments by the Federal Reserve following a lower-than-expected CPI in November [38][39]