F5G概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000988 | 华工科 技 | 6.28 | 8.05 | 55359.70 | 8.64 | | 300548 | 长芯博 创 | 8.71 | 17.56 | 34158.71 | 5.55 | | 688205 | 德科立 | 13.19 | 13.96 | 32527.80 | 11.12 | | 002792 | 通宇通 讯 | 10.01 | 14.49 | 32317.84 | 21.24 | | 603083 | 剑桥科 技 | 7.01 | 13.15 | 29405.19 | 6.97 | | 600498 | 烽火通 信 | 8.18 | 10.48 | 26691.88 | 8.07 | | 300308 创 | 中际旭 | 6.14 | 3.69 | 22018.22 | 0.95 | | 301183 | 东田微 | 20 ...

截至12月8日收盘，铜缆高速连接概念上涨3.57%，位居概念板块涨幅第4，板块内，41股上涨，瑞可达 20%涨停，汇绿生态、宝胜股份、华脉科技等涨停，长芯博创、中富电路、太辰光等涨幅居前，分别上 涨8.71%、7.99%、6.58%。跌幅居前的有陕西华达、鑫科材料等，分别下跌0.55%、0.24%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 共封装光学(CPO) | 4.72 | 天津自贸区 | -0.99 | | F5G概念 | 4.30 | 草甘膦 | -0.86 | | 光纤概念 | 3.67 | 青蒿素 | -0.51 | | 铜缆高速连接 | 3.57 | 煤炭概念 | -0.51 | | 福建自贸区 | 3.44 | 高股息精选 | -0.38 | | PET铜箔 | 3.02 | 超级品牌 | -0.34 | | 海南自贸区 | 3.00 | 金属锌 | -0.32 | | WiFi 6 | 3.00 | 大豆 | -0.31 | | 光刻机 | 3.00 | 啤酒概念 | -0.31 | ...

Core Insights - Google is set to hold a special event titled "The Android Show: XR Edition" to showcase software updates and hardware ecosystem for the Android XR platform, including various XR products like glasses and headsets [1] - The consumer electronics sector is experiencing a surge in AI-driven products, with notable sales figures such as Alibaba's AI glasses generating over 800 million yuan in 48 hours and Huawei's AI emotional companion product selling out quickly [1] - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.91%, with significant gains in component stocks like Lianxun Precision (up 9.99%) and Dongshan Precision (up 8.83%) [1] Industry Performance - The China Securities Consumer Electronics Theme Index tracks 50 companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 56.39% of the total index weight, with Lianxun Precision holding the highest weight at 9.34% [2] - The Consumer Electronics ETF (561600) has shown a 2.83% increase, marking a potential three-day rally [1][2] Stock Performance - Key stocks in the consumer electronics index have shown varied performance, with notable increases in stocks like Huagong Technology (up 6.81%) and Weilan Lithium Energy (up 4.86%) [2] - The trading volume for the Consumer Electronics ETF reached 34.05 million yuan, with a turnover rate of 7.43% [1]

Core Insights - The consumer electronics sector is experiencing significant growth, driven by advancements in AI technology and the release of new AI-enabled smartphones by major manufacturers [1][2] - The China Securities Consumer Electronics Theme Index (931494) has shown a strong upward trend, with notable increases in key component stocks [1][2] Group 1: Market Performance - As of December 8, 2025, the China Securities Consumer Electronics Theme Index (931494) rose by 2.95%, with significant gains in component stocks such as Lixun Precision (002475) and East Mountain Precision (002384) [1] - The Consumer Electronics ETF (561600) also increased by 2.83%, marking its third consecutive rise [1] Group 2: AI Integration in Consumer Electronics - Major smartphone manufacturers, including Apple, Vivo, OPPO, and Honor, have been focusing on AI capability upgrades, launching new flagship models with AI features since October [1] - ByteDance and ZTE are collaborating to develop an AI smartphone, indicating a trend towards integrating content ecosystems with hardware [1] Group 3: Government Initiatives and Market Trends - A joint initiative by six government departments aims to enhance the adaptability of supply and demand in consumer goods, promoting AI applications across the entire industry [2] - The market for AI glasses and smartwatches has seen a year-on-year growth of 23.1%, with the AI toy market projected to reach 29 billion yuan by 2025 [2] Group 4: Index Composition - The China Securities Consumer Electronics Theme Index comprises 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index accounted for 56.39% of the total index weight [2]

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 000988 | 华工科技 | 7.20% | 3.37% | | 002517 | 恺英网络 | 2.40% | 2.96% | | 601552 | 东吴证券 | 1.77% | 2.46% | | 002850 | 科达利 | 1.92% | 2.12% | | 002273 | 水晶光电 | 1.06% | 2.01% | | 002532 | 天山铝业 | -1.49% | 1.98% | | 688608 | 恒玄科技 | -0.61% | 1.95% | | 603129 | 春风动力 | -0.47% | 1.90% | | 002353 | 杰瑞股份 | -1.61% | 1.82% | | 603979 | 金诚信 | -2.38% | 1.71% | 500质量成长ETF(560500)，场外联接(联接A：007593；联接C：007594)。 中原证券认为，2026年，行业将迎来英伟达新一代GPU量产等多重催化事件，光模块正处于800G需求放量、1.6T加速导入的技术迭代期，光 ...

12月8日上午，A股三大指数集体上涨，上证指数盘中上涨0.58%，通信设备、券商、电子元器件等板块 涨幅靠前，煤炭、石油化工跌幅居前。机床板块继续走强，截至10点44分，机床ETF（159663）上涨 2.07%，其成分股宇晶股份上涨8.25%，华工科技上涨7.83%，国机精工上涨5.57%，海目星上涨3.92%， 浙海德曼上涨3.68%。 机床ETF（159663），紧密跟踪的中证机床指数，涵盖了我国制造业产业链中的关键一环——高端装备 制造领域，涉及激光设备、机床工具、机器人、工控设备等行业，是新质生产力理念强调创新驱动与产 业升级落地实践的核心阵地。其场外联接基金为，A类：017573；C类：017574。 每日经济新闻 江海证券表示，机床相关数据稳步修复，出口均价显著提升。随着国内经济持续改善以及结构转型的逐 步推进，以新能源汽车、低空经济、人形机器人、商业航天等为代表的新兴产业正处于快速发展阶段， 机床的需求也随之释放，增速得到修复。 根据国家统计局的数据，截至2025年10月，我国金属切削机床累计产量为71.50万台，同比+14.80%；其 中，10月份产量为6.9万台，同比+6.20%。 ...

| 688313 仕佳光子 | | +7.67% | 92.81 | | --- | --- | --- | --- | | 688662 | 富信科技 | +7.62% | 43.62 | | 688195 | 腾景科技 | +6.87% | 172.81 | | 300812 | 易天股份 | +6.50% | 28.35 | | 000988 | 华工科技 | +6.49% | 79.74 | | 600105 | 永鼎股份 | +6.37% | 18.21 | | 300684 | 中石科技 | +6.09% | 44.43 | 编辑 ｜ 钉钉 12月8日，CPO概念股涨势扩大，截至发稿， 东田微20%涨停， 天孚通信涨近17%，源杰科技涨超 11%，长光华芯涨超10%，仕佳光子、永鼎股份涨超6%，股价盘中均创出历史新高。 | 代码 | 名称 | 涨幅 % v | 现价 | | --- | --- | --- | --- | | 301183 | 东盟微 | +20.00% | 164.14 | | 300394 | 天孚通信 | +16.73% | 232.01 | | 301486 | 致尚科技 ...

| | | | | CPO概念板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300394 | 天孚通信 | 1 | 16.72 | 1803亿 | 258.46 | | 2 | 300620 | 光库科技 | 1 | 11.30 | 404亿 | 234.50 | | 3 | 688205 | 德科立 | 1 | 11.14 | 214亿 | 93.88 | | 4 | 300757 | 罗博特科 | 1 | 10.59 | 401亿 | 6.18 | | 5 | 301205 | 联特科技 | -06- | 10.37 | 174亿 | 77.31 | | 6 | 001267 | 汇绿生态 | 1 | 10.03 | 159亿 | 167.30 | | 7 | 600498 | 烽火通信 | 1 | 7.75 | 337亿 | 28.33 | | 8 | 688313 | 仕佳光子 | 1 | 7.52 | 425亿 | 466.39 | | 9 ...

一线探项目，发展看商河。华工激光北方制造出口项目位于商河县许商街道，总投资10.1亿元，占地200亩，投资强度505万元/亩，总建筑面积10.5万平方 米，主要建设车间、办公楼及其他附属设施，购置行吊、龙门铣、焊接机、折弯机等设备。项目于2024年7月开工建设，2025年11月试运行。 据了解，项目投资方华工激光是中国最大的激光设备及等离子切割设备制造商之一，具有强大的带动效应，吸引激光设备上下游生产企业齐聚商河，形成 产业集群效应，进一步延伸拓展济南激光产业链条。项目产品主要涵盖全功率系列的光纤激光切割、激光加工专用设备及切割成套设备等，具备高精度、 高速度、高效率的切割性能，适用于多种金属材料的精细加工，在激光装备领域展现出较强的技术竞争力，市场覆盖欧洲、北美、东南亚等70余个国家。 项目投入产出比19.6，预计2025年可实现新增产值0.9亿元，2026年可实现新增产值5亿元、新增税收0.1亿元。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000952 | 广济药业 | 8.29 | -6.85% | 63.92万 | 5.31亿 | | 600168 | 武汉控股 | 5.29 | -1.12% | 20.82万 | 1.10 Z | | 600757 | 长江传媒 | 9.15 | -0.76% | 14.02万 | 1.28亿 | | 002627 | 三峡旅游 | 6.95 | -0.71% | 11.56万 | 8017.33万 | | 000665 | 湖北广电 | 5.71 | -0.70% | 23.60万 | 1.34 Z | | 000759 | 中百集团 | 7.12 | -0.56% | 42.31万 | 3.00亿 | | 600133 | 东湖高新 | 9.30 | -0.53% | 18.68万 | 1.73亿 | | 000883 | 湖北能源 | 4.65 | 0.22% | 14.88万 | 6912.13万 | | 600035 | 楚天高速 | ...