（文章来源：证券日报） 证券日报网讯 12月30日，长江材料在互动平台回答投资者提问时表示，截至2025年12月19日，公司股 东户数为26658户。 ...

Core Insights - The A-share market's AI narrative is clearly defined by a "hardware-first" approach, with exponential growth in computing power driving significant revenue increases in hardware sectors like CPO, AI servers, and storage chips [1] - The focus is shifting from hardware to applications as the AI industry matures, with expectations for a dual explosion in performance and valuation for AI application companies in 2026 [1][2] - The advertising sector is leading the commercialization of AI applications, particularly in digital advertising, where companies are leveraging AI for operational efficiency and new revenue streams [1][2] Hardware Sector Performance - Industrial Fulian (601138.SH) reported a fivefold year-on-year revenue increase in AI server-related business, while Zhongji Xuchuang (300308.SZ) saw significant growth in optical module revenue [1] - The hardware infrastructure is expected to provide the necessary support for application layers, with several brokerages indicating a shift in investment opportunities from hardware to application sides in 2026 [1] Advertising Sector Developments - Applovin (APP.US) exemplifies the success of AI in advertising, with a stock price increase of up to 56 times since the launch of ChatGPT, and a 71% year-on-year revenue growth in Q1 2025 [2] - BlueFocus (300058.SZ) and Leo Group (002131.SZ) have also begun to realize AI advertising business revenue, benefiting from large existing businesses and rich data resources [2][3] Vertical Industry Applications - Companies in vertical industries such as industrial AI, tax services, and office automation are achieving significant revenue growth through AI integration [5][6] - Nengke Technology (603859.SH) reported AI business revenue of 335 million yuan, accounting for 30.79% of total revenue, driven by its AI Agent products [5] - TaxFriend (603171.SH) achieved a 42.33% year-on-year increase in net profit, attributed to AI-driven revenue growth and efficiency improvements [6] 3D Printing Innovations - The release of Google's Nano Banana Pro is expected to revolutionize the 3D printing industry by significantly reducing design cycles and costs, thus driving demand for raw materials [8] - Companies like Changjiang Materials (001296.SZ) and Yinbang Co. (300337.SZ) are positioned to benefit from the anticipated growth in the 3D printing sector [9][10] Future Outlook - The A-share AI investment landscape is expected to transition from hardware speculation to application performance validation in 2026, with companies that have deep industry knowledge and data barriers likely to see significant profit growth [10] - The common traits among successful AI application companies include strong industry expertise, focus on vertical scenarios, and clear monetization strategies [7][10]

证券之星消息，12月26日非金属材料板块较上一交易日下跌0.41%，长江材料领跌。当日上证指数报收 于3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。非金属材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920675 | 秉扬科技 | 10.50 | 3.45% | 3.82万 | | 3956.87万 | | 920971 | 天马新材 | 32.79 | 2.95% | 5.83万 | | 1.92亿 | | 301071 | 力量钻石 | 36.39 | 0.58% | 7.34万 | | 2.67亿 | | 603688 | 石英股份 | 37.62 | 0.29% | 8.13万 | | 3.07亿 | | 920175 | 东方恢袁 | 11.65 | 0.17% | 1.44万 | | 1679.87万 | | 603612 | 索通发展 | 24.16 | 0.12% | 16.24万 | | 3.93亿 | ...

格隆汇12月26日丨长江材料(001296.SZ)在投资者互动平台表示，公司的产品没有涉及可控核聚变领 域。 ...

南方财经12月26日电，长江材料(001296.SZ)公告，公司控股股东、实际控制人、董事长熊鹰减持计划 已实施完成。熊鹰于2025年10月24日至12月16日通过集中竞价方式减持1,461,986股，减持均价为24.79 元/股；于2025年11月13日至12月24日通过大宗交易方式减持2,924,000股，减持均价为23.21元/股。合计 减持4,385,986股，占公司剔除回购专用账户中股份数量后总股本的2.9562%。本次减持后，熊鹰持有公 司股份32,771,949股，占总股本比例22.0889%。 ...

证券代码：001296 证券简称：长江材料 公告编号：2025-054 重庆长江造型材料（集团）股份有限公司 关于控股股东、实际控制人减持股份计划实施完成的公告 公司控股股东、实际控制人、董事长熊鹰先生保证向本公司提供的 信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的 信息一致。 近日，公司收到熊鹰先生出具的《关于股份减持计划实施情况的 告知函》，截至本公告披露日，熊鹰先生本次减持股份计划已实施完 成，具体情况如下： 一、股东减持情况 | 股东 名称 | 减持方式 | 减持期间 | 减持均价 （元/股） | 减持股数（股） | 占公司剔除回购专用 账户中股份数量后总 股本的比例（%） | | --- | --- | --- | --- | --- | --- | | 熊鹰 | 集中竞价 | 2025.10.24-2025.12.16 | 24.79 | 1,461,986 | 0.9854 | | | 大宗交易 | 2025.11.13-2025.12.24 | 23.21 | 2,924,000 | 1.9708 | 1.股东减持股份 ...

长江材料公告，控股股东、实际控制人熊鹰已完成减持计划，通过集中竞价减持146.2万股，均价24.79 元/股，占0.9854%；大宗交易减持292.4万股，均价23.21元/股，占1.9708%。合计减持438.6万股，占剔 除回购专用账户后总股本2.9562%，未超此前披露的上限438.61万股。减持后持股3277.19万股，占 22.0889%。 ...

证券之星消息，12月25日非金属材料板块较上一交易日下跌0.61%，联瑞新材领跌。当日上证指数报收 于3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。非金属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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603612 索通发展 | | -4638.86万 | 12.43% | -2301.48万 | -6.17% | -2337.38万 | -6.27% | | 920971 天马新材 | | 1059.09万 | 12.11% | -46.56万 | -0.53% | 91.52万 | 1.05% | | 605086 龙高股份 | | 696.75万 | 5.28% | -146.88万 | -1.11% | -549.87万 | -4.16% | | 688300 联瑞新材 | | 302.88万 | 0.98% | -1528.42万 | -4.95 ...

Market Overview - The non-metal materials sector increased by 0.11% compared to the previous trading day, with Ningxin New Materials leading the gains [1] - The Shanghai Composite Index closed at 3890.45, up by 0.36%, while the Shenzhen Component Index closed at 13140.22, up by 0.66% [1] Stock Performance - Ningxin New Materials (code: 920719) closed at 13.56, with a rise of 6.60% and a trading volume of 87,200 shares, amounting to a transaction value of 119 million yuan [1] - Suotong Development (code: 603612) closed at 23.05, up by 2.13% with a trading volume of 125,800 shares [1] - Other notable stocks include: - Dongfang Huizhen (code: 920175) at 11.95, up by 1.79% [1] - Bingyang Technology (code: 920675) at 10.45, up by 0.58% [1] - Qilu Huaxin (code: 920832) at 7.60, up by 0.40% [1] - Quartz Shares (code: 603688) at 35.82, up by 0.36% [1] Capital Flow - The non-metal materials sector experienced a net outflow of 53.54 million yuan from institutional investors, while retail investors saw a net inflow of 43.71 million yuan [2] - The capital flow for individual stocks shows: - Longao Co. (code: 605086) had a net outflow of 13.07 million yuan from institutional investors [3] - Ningxin New Materials had a net inflow of 13.25 million yuan from institutional investors [3] - Strength Diamond (code: 301071) had a net inflow of 7.36 million yuan from retail investors [3]

从资金流向上来看，当日非金属材料板块主力资金净流出277.78万元，游资资金净流出1824.56万元，散 户资金净流入2102.34万元。非金属材料板块个股资金流向见下表： 证券之星消息，12月17日非金属材料板块较上一交易日上涨1.8%，长江材料领涨。当日上证指数报收于 3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。非金属材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001296 | 长江材料 | 29.58 | 6.17% | 21.17万 | | 6.13亿 | | 688300 | 联瑞新材 | 59.02 | 4.26% | 4.13万 | | 2.40亿 | | 301071 | 力量钻石 | 34.88 | 2.02% | 6.19万 | | 2.14亿 | | 603612 | 索通发展 | 23.35 | 1.70% | 11.58万 | | 2.68亿 | | 603688 | 石英股份 | 35.6 ...