西部金属材料股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 证券代码：002149 证券简称：西部材料 公告编号：2025-052 5．在股票异常波动期间，公司控股股东未买卖公司股票。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有 关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等； 董事会也未获悉本公司有根据深交所《股票上市规则》等有关规定应予以披露而 未披露的、对本公司股票及其衍生品种交易价格产生较大影响的信息；公司前期 披露的信息不存在需要更正、补充之处。 四、必要的风险提示 1．经自查，公司不存在违反信息公平披露的情形； 西部金属材料股份有限公司（以下简称"公司"，证券简称：西部材料，证 券代码：002149）于 2025 年 12 月 10 日、2025 年 12 月 11 日、2025 年 12 月 12 日连续三个交易日收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所的相 关规定，属于股票交易异常波动 ...

市场热点方面，军工股经过近4个月横盘整理，本周有再次突破向上的趋势，其中商业航天与可控核聚变两个细分 板块表现最为活跃。 商业航天板块指数继上周突破平台后，本周继续高开高走不断刷新历史纪录，12月以来5次创历史新高，该板块本 周日成交历史首次突破3000亿元，周成交也首次突破万亿元。 天力复合连续2日30%涨停，12月以来大涨逾120%；顺灏股份11日7涨停，龙洲股份8日7涨停，12月累计涨幅均超 或90%；航天动力6日4涨停，再升科技连续5涨停，西部材料6日4涨停，12月涨幅也均超过60%。 12月，我国航天火箭密集发射。10日，力箭一号遥十一运载火箭，成功将9颗卫星发射升空；6日，长征八号甲运 载火箭在海南商业航天发射场点火起飞；5日，快舟一号甲运载火箭，成功将交通VDES卫星A星、B星发射升空； 3日，朱雀三号遥一运载火箭在东风商业航天创新试验区发射升空。 证券时报记者 毛军 本周，A股小幅震荡，科技成长股表现优异，创业板指、科创50、北证50周线均连续3周上扬，大盘蓝筹股略有调 整，上证指数围绕3900点整固，上证50在3000点附近反复拉锯，沪深300亦在4600点反复争夺，周成交温和放大至 9.7 ...

业绩方面，机构净买入个股中，公布2025年业绩预告的共有1只，业绩预告类型来看，预增有1只。以净 利润增幅中值来看，净利润增幅最高的是中国铀业，预计净利润中值为16.25亿元，同比增幅为 11.42%。 （原标题：龙虎榜机构新动向：净买入15股 净卖出16股） 12月12日沪指上涨0.41%，盘后龙虎榜数据显示，机构现身31只个股龙虎榜，净买入15只，净卖出16 只。深沪股通席位出现在18只个股龙虎榜。 证券时报•数据宝统计显示，12月12日机构专用席位现身31只个股龙虎榜，合计净买入2.00亿元。个股 来看，净买入15只，净卖出16只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是国瓷材料，该股今日收盘涨停，全天换手率为13.75%，成交额为 31.16亿元。因日收盘价涨幅达20.00%上榜龙虎榜，前五大买卖营业部中有5家机构专用席位，为买二、 买三、买四、买五、卖五，合计净买入15314.19万元。同时上榜的还有深股通专用席位，净买入8327.84 万元，营业部席位合计净卖出1.32亿元。资金流向方面，该股全天资金净流入2.23亿元。 中能电气，今日收盘涨停，全天换手率为27.68%，成交额为12 ...

Core Viewpoint - The defense and military industry is experiencing a significant surge, driven by themes such as commercial aerospace, controllable nuclear fusion, and superconductivity, leading to a new high for the popular defense military ETF (512810) [1][7]. Group 1: ETF Performance - The defense military ETF (512810) closed at a new high, marking a 2.59% increase over the week, significantly outperforming the Shanghai Composite Index (-0.34%) and the CSI 300 Index (-0.08%) [2][8]. - The ETF has achieved three consecutive weeks of gains, with a total trading volume of 409 million yuan for the week, indicating a substantial increase in trading activity compared to the previous week [2][8]. Group 2: Stock Performance - Notable stocks within the ETF include: - Western Materials (002149) with a 10.00% increase, closing at 28.93 yuan and a trading volume of 454.3 million yuan [2][8]. - Sichuan Jiuzhou (000801) rose by 9.98%, closing at 17.85 yuan with a trading volume of 2.258 billion yuan [2][8]. - Aerospace Development (000547) increased by 5.23%, closing at 21.31 yuan with a trading volume of 10.752 billion yuan [2][8]. Group 3: Industry Trends - The defense and military sector is witnessing a rebound from previous lows, primarily driven by the accelerated development of new domains and technologies, including commercial aerospace and future energy [4][10]. - The industry is evolving from a reliance on domestic demand to a new development model characterized by three driving forces: domestic demand foundation, foreign trade expansion, and civilian-military integration [4][10]. - Analysts predict that the military industry will stabilize and improve, with a potential resurgence in demand expected in 2025, coinciding with the start of the new five-year plan in 2026 [4][10]. Group 4: Investment Opportunities - The defense military ETF (512810) serves as an efficient investment tool, covering various hot themes such as commercial aerospace, controllable nuclear fusion, and military AI, making it a one-click investment option for core assets in the defense sector [5][11].

下面我们来看下今日龙虎榜情况： 高位股方面，龙洲股份8天7板，航天机电11天6板，中源家居7天5板，*ST铖昌6天5板，再升科技5连板，西部材 料、航天动力6天4板，博纳影业5天4板。 | 天力复合 30.00% | 航天环字 10.99% | 晶丰明源 20.00% 摩尔线图 -13.41% | 蒸灰型 16.84% 源市苏坝 -8.89% | 斯珊新材 17.58% 合规智能 4.95% | 航字科技 19.85% 病膏患团 -0.13% | 广道退 -21.09% 铜峰电子 10.04% | 大鹏工业 10.79% 再升科技 10.05% | | --- | --- | --- | --- | --- | --- | --- | --- | | 凤竹纺织 10.05% | | 梅雁吉祥 10.06% | 中国西电 10.06% | 赌城股份 0.62% | 永鼎股份 3.99% | 灿龄电力 11.29% | 精创电气 1.08% | | 沪市 - EE 2.45% | | 四川金顶 -4.00% | 永悦科技 -10.06% | 国圆科技 -10.01% | 舒伊体育 -10.02% | 用都物业 - ...

当天机构净买入前三的股票分别是富信科技、国瓷材料、中能电气，净买入金额分别是2.42亿元、1.53 亿元、1.24亿元。 | 灿能电力 | 11.29% | 402.25 | | --- | --- | --- | | 中超控股 | 9.94% | 354.26 | | 德艺文创 | -8.25% | 177.20 | | 中洲特材 | 20.01% | -57.58 | | *ST奥维 | -4.78% | -81.19 | | 博纳影业 | 9.97% | -141.93 | | *ST亚太 | -5.04% | -151.33 | | 中利集团 | 9.89% | -180.52 | | 百通能源 | 5.38% | -315.65 | | 安泰科技 | 9.98% | -434.68 | | 精创电气 | 1.08% | -533.31 | | 龙洲股份 | 10.04% | -623.24 | | 信邦制药 | -9.89% | -803.51 | | 大鹏工业 | 10.79% | -1221.05 | | 燕矢微 | 16.84% | -1684.25 | | 华麦线缆 | 10.03% | - ...

周五，A股市场可控核聚变股掀起涨停潮。 其中，西部材料6天4板，华菱线缆、雪人集团2连板；天力复合30CM涨停，中洲特材20CM涨停。 光大证券指出，展望未来，国内聚变产业有望于2027年前后进入工程实验堆建设期，产业链上核心供应 商有望持续受益。 产业方面，据券商草根调研，继合肥的BEST项目后，江西"星火一号"与成都"先觉"等多个新项目已确 认将于年内启动前期招标。 中国西电、江苏神通、东方电气、海陆重工、四创电子、派克新材、安泰科技、国机重装、中国核建、 顺钠股份等10余股涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | 总市值 | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 50.84 | +14.04 | +30.00% | 66.29 Z | | 300963 | 中洲特材 | 23.39 | +3.90 | +20.01% | 107.3 Z | | 688102 | 斯瑞新材 | 34.45 | +5.15 | +17.58% | 266.5 Z | | 688719 | 爱科赛博 | 55.25 | +6.25 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日陕西国企改革板块主力资金净流入3.58亿元，游资资金净流出3.34亿元，散户 资金净流出2395.66万元。陕西国企改革板块个股资金流向见下表： 证券之星消息，12月12日陕西国企改革板块较上一交易日上涨1.4%，西部材料领涨。当日上证指数报 收于3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。陕西国企改革板块个股涨跌见下 表： ...

Group 1 - The stock of Xibu Materials reached the daily limit, with a turnover rate of 34.44% and a transaction amount of 4.543 billion yuan, showing a price fluctuation of 15.72% [2] - Institutional investors net sold 108 million yuan, while the Shenzhen Stock Connect saw a net purchase of 20.35 million yuan, and the total net purchase from brokerage seats was 223 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily fluctuation value of 15.72% and a daily price deviation of 9.34% [2] Group 2 - The latest margin trading data shows a total margin balance of 934 million yuan, with a financing balance of 931 million yuan and a securities lending balance of 2.35 million yuan [3] - Over the past five days, the financing balance increased by 423 million yuan, representing an increase of 83.19%, while the securities lending balance rose by 996,100 yuan, an increase of 73.37% [3] - The top five brokerage seats accounted for a total transaction amount of 1.01 billion yuan, with a net purchase of 136 million yuan [2][3]

Market Overview - A total of 78 stocks hit the daily limit up, with 12 stocks experiencing limit down, resulting in a sealing rate of 87%. The market showed signs of recovery, with all three major indices closing in the green, and the ChiNext index rising nearly 1% [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.09 trillion yuan, an increase of 235.1 billion yuan compared to the previous trading day [1] - The market saw rapid rotation of hotspots, with the number of advancing and declining stocks nearly balanced. Sectors such as controllable nuclear fusion, precious metals, power grid equipment, and commercial aerospace led the gains, while retail, real estate, and Hainan sectors faced declines [1] Stock Performance Analysis - The advancement rate for consecutive limit-up stocks dropped to 22.22%, indicating limited short-term sentiment recovery. Although the sealing rate for individual stocks was close to 90%, only two stocks achieved more than three consecutive limit-ups [3] - Notable stocks included Zai Sheng Technology with five consecutive limit-ups and Zhongyuan Home with three consecutive limit-ups. The North Exchange's Tianli Composite recorded two consecutive limit-ups [3][4] - The North Exchange 50 index initially surged over 2% but later faced a pullback, reflecting cautious sentiment among active funds towards small-cap stocks [3] Sector Highlights - The commercial aerospace sector received a boost from the upcoming launch of the Long March 12 rocket, which aims to achieve both "launch and recovery" goals. This has strengthened the popularity of stocks like Zai Sheng Technology and Tianli Composite [5] - The controllable nuclear fusion concept saw significant gains, with stocks like China Nuclear Construction and Guojin Heavy Industry hitting the limit up. The global nuclear fusion market is projected to approach 500 billion USD by 2030 [13] - The semiconductor sector is expected to see increased demand, with analysts predicting that the shipment volume of high-speed optical modules will exceed market expectations next year [6][20] Future Outlook - The market is expected to continue its upward trend, with trading volume surpassing 2 trillion yuan and over 100 stocks rising more than 10%. However, the number of stocks hitting the limit down also reached over ten, indicating ongoing market polarization [8] - The commercial aerospace sector may face potential divergences that could pressure speculative stocks, while the capacity-focused direction is likely to continue expanding towards the power grid sector [8] - The Shanghai Composite Index's ability to recover above 3900 points in the short term is crucial, as a failure to do so may lead to further downward pressure [8]