格隆汇12月24日丨国机精工(002046.SZ)在投资者互动平台表示，公司在航天领域所用轴承中占有较大 份额。 ...

每经AI快讯，12月24日，市场震荡拉升，沪指高开高走，深成指、创业板指均涨近1%。沪深两市成交 额1.88万亿元，较上一个交易日缩量196亿元。盘面上，市场热点轮动较快，全市场超4100只个股上 涨。从板块来看，商业航天概念持续爆发，20余只成分股涨停，神剑股份（002361）5连板，国机精工 （002046）4天3板，上海港湾（605598）、九鼎新材（002201）、再升科技（603601）涨停。算力硬件 概念拉升，环旭电子（601231）6天3板，英唐智控（300131）20cm涨停。福建板块走强，安记食品 （603696）7天4板，合兴包装（002228）3连板。PCB概念快速拉升，生益科技（600183）涨停创历史 新高。下跌方面，贵金属、保险、乳业等板块跌幅居前。其中乳业概念集体调整，庄园牧场（002910） 跌停。截至收盘，沪指涨0.53%，深成指涨0.88%，创业板指涨0.77%。 ...

12月24日，商业航天板块低开高走，午后持续爆发。截至发稿，板块内大面积涨停，新劲刚、有研粉 材、超捷股份、新雷能20%涨停；此外，瑞华泰、谱尼测试、 九鼎新材、天通股份、中超控股、创元 科技、神剑股份等近20股涨停。 | 代码 | 名称 | 涨幅%v | 现价 | | --- | --- | --- | --- | | 920068 | 天工股份 | +20.82% | 21.70 | | 300629 | 新劲刚 | +20.02% | 22.66 | | 688456 | 有研粉材 | +20.00% | 64.14 | | 301005 | 超捷股份 | +20.00% | 112.44 | | 300593 | 新雷能 | +20.00% | 30.24 | | 688323 | 瑞华泰 | +19.98% | 23.24 | | 300887 | 谱尼测试 | +19.95% | 9.32 | | 300159 | *ST新研 | +18.40% | 3.41 | | 300136 | 信维通信 | +18.54% | 44.95 | | 300342 | 天银机电 | +13.02% | 29. ...

Core Viewpoint - The commercial aerospace sector experienced a significant rally on December 24, with many stocks reaching their daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - New Jingang (新劲刚) and Youyan Powder Materials (有研粉材) both achieved a 20% increase, while Superjet Co. (超捷股份) and New Ray Energy (新雷能) also hit the 20% limit up [1]. - Other notable stocks that reached their limit up include Ruihua Tai (瑞华泰), Puni Testing (谱尼测试), Jiuding New Materials (九鼎新材), Tiantong Co. (天通股份), and Zhongchao Holdings (中超控股), among nearly 20 stocks [1]. - The top performers included: - Tiangong Co. (天工股份) with a +20.82% increase, priced at 21.70 [2] - New Jingang (新劲刚) with a +20.02% increase, priced at 22.66 [2] - Youyan Powder Materials (有研粉材) with a +20.00% increase, priced at 64.14 [2] - Superjet Co. (超捷股份) with a +20.00% increase, priced at 112.44 [2] - New Ray Energy (新雷能) with a +20.00% increase, priced at 30.24 [2] Group 2: Additional Stock Highlights - Other stocks with notable increases included: - Ruihua Tai (瑞华泰) at +19.98%, priced at 23.24 [2] - Puni Testing (谱尼测试) at +19.95%, priced at 9.32 [2] - ST Xinyan (新研) at +18.40%, priced at 3.41 [2] - Xinwei Communication (信维通信) at +18.54%, priced at 44.95 [2] - Tianyin Electromechanical (天银机电) at +13.02%, priced at 29.68 [2] - Additional stocks that saw increases included: - Feiwo Technology (飞沃科技) at +12.07%, priced at 119.70 [2] - Huo Laiwo (霍莱沃) at +10.40%, priced at 54.03 [3] - Tiantong Co. (天通股份) at +10.04%, priced at 13.04 [3] - Zhongchao Holdings (中超控股) at +10.02%, priced at 5.49 [3] - Chuangyuan Technology (创元科技) at +10.01%, priced at 15.16 [3]

国机精工再度涨停，4个交易日内录得3个涨停，累计涨幅为24.65%，累计换手率为40.31%。截至 11:27，该股今日成交量4388.65万股，成交金额18.78亿元，换手率8.30%。最新A股总市值达240.84亿 元，A股流通市值237.48亿元。 证券时报·数据宝统计，两融数据来看，该股最新（12月23日）两融余额为10.34亿元，其中，融资余额 10.34亿元，较前一个交易日减少6938.81万元，环比下降6.29%，近4日累计减少1.96亿元，环比下降 15.95%。 据天眼查APP显示，国机精工集团股份有限公司成立于2001年12月09日，注册资本53626.6835万人民 币。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.23 | -6.33 | 16.90 | -62308.91 | | 2025.12.22 | 9.99 | 6.73 | -519.04 | | 2025.12.19 | 9.99 | 8.38 | 27765.86 | | 2025.12. ...

Group 1 - The A-share market showed mixed performance on December 24, with the Shanghai Composite Index down by 0.08%, while sectors such as aerospace, packaging, and environmental protection saw gains [1] - The machine tool sector exhibited stock differentiation, with the Machine Tool ETF (159663) down by 0.20%. Notable gainers included Guojijinggong up by 7.49%, Yujing Co. up by 3.98%, Yuhuan CNC up by 3.82%, and Haimuxing up by 2.35%. Conversely, Zhongtung High-tech and Xiamen Tungsten experienced declines of -6.34% and -6.28% respectively [1] Group 2 - The humanoid robot industry is accelerating from technology research and development to large-scale commercial deployment, as evidenced by six Yushub G1 robots performing alongside human dancers at a concert, which garnered significant attention [3] - Huaxin Securities suggests that leading complete machine enterprises are approaching a potential turning point for order surges, while companies with core component manufacturing capabilities are expected to see rapid order growth as complete machine manufacturers increase shipments [3] - The Machine Tool ETF (159663) closely tracks the China Securities Machine Tool Index, which encompasses critical segments of China's manufacturing industry, including high-end equipment manufacturing, laser equipment, machine tools, robots, and industrial control equipment [3]

Core Viewpoint - On December 23, a total of 17 stocks appeared on the trading list, with 8 stocks showing significant activity from the Shenzhen-Hong Kong and Shanghai-Hong Kong Stock Connects [1] Group 1: Net Buying Stocks - The stocks with the highest net buying amounts included Guojijinggong (国机精工) with a net purchase of 238 million yuan, followed by Hainan Haiyao (海南海药) with 130 million yuan, Aerospace Power (航天动力) with 115 million yuan, and Hongda Electronics (宏达电子) with 100 million yuan [1] Group 2: Net Selling Stocks - The stocks with the highest net selling amounts were Tongyu Communication (通宇通讯) with a net sale of 92.81 million yuan, followed by Yingweike (英维克) with 36.31 million yuan, and Yidong Electronics (奕东电子) with 28.71 million yuan [1]

Group 1 - The company is planning to utilize low-cost electricity in Xinjiang Hami Industrial Park for synthetic diamond production to reduce costs [1] - The company is advancing full industry chain technology iteration, including innovations in seed plates, equipment, deposition processes, and processing stages to further lower costs [1]

共48只个股出现了机构的身影。 盘后数据显示，12月23日龙虎榜中，共48只个股出现了机构的身影，有24只股票呈现机构净买入，24只 股票呈现机构净卖出。 当天机构净买入前三的股票分别是多氟多、国机精工、珂玛科技，净买入金额分别是2.1亿元、2亿元、 1.61亿元。 当天机构净卖出前三的股票分别是美埃科技、亚翔集成、锡华科技，净流出金额分别是1.37亿元、1.27 亿元、1.13亿元。 | 川市市 | F 12.23 | | | --- | --- | --- | | | 机构资金参与个股- | | | 证券商称 | 日涨跌幅 | 机构净买入(万元) | | 多氟多 | 10.02% | 20990.91 | | 国机精工 | -6.33% | 19960.39 | | 珂玛科技 | 9.70% | 16081.46 | | 康芝药业 | 3.71% | 15081.83 | | 神农种业 | 9.26% | 14946.56 | | 海南海药 | 10.05% | 12776.25 | | 海峡股份 | 6.42% | 12271.83 | | 宏达电子 | 20.00% | 11235.50 | | 英维 ...

Core Viewpoint - The diamond industry is currently divided into two main applications: structured applications and functional applications, with functional applications including heat sinks and optical window pieces. The demand for diamond heat sinks is expected to rise in the chip manufacturing sector due to the high heat dissipation needs driven by artificial intelligence advancements, potentially shifting diamonds from "optional" to "essential" materials [1] Group 1: Industry Insights - The diamond industry is focusing on functional applications, which are gaining attention due to the increasing heat dissipation requirements in technology sectors [1] - The company has been strategically investing in the diamond functional application sector since 2015, selecting the MPCVD method for its high-quality diamond production and broad compatibility with various product lines [1] Group 2: Company Developments - The company began generating revenue from heat sinks and optical windows in 2023, with expectations to exceed 10 million yuan by 2025 [1] - Currently, the application fields are primarily in non-civilian sectors, while civilian applications are undergoing product testing by leading domestic manufacturers, with test results anticipated by 2026 if progress is favorable [1]