沪深两市成交额2.16万亿，较上一个交易日放量2357亿。全市场超3400只个股下跌。 具体来看，海南自贸区反复活跃，海南矿业、海汽集团、海南发展等多股涨停。 | 代码 | 名称 | 涨幅+ | 现价 | | --- | --- | --- | --- | | 600759 | 洲际油气 | +10.11% | 3.05 | | 601969 | 海南矿业 | +10.02% | 11.97 | | 002163 | 海南发展 | +10.01% | 22.75 | | 002865 | 钧达股份 | +10.00% | 54.87 | | 603069 | 海汽集团 | +9.99% | 30.38 | | 000505 | 京粮控股 | +9.99% | 8.92 | | 300189 | 神农种业 | +7.32% | 8.06 | | 601118 | 海南橡胶 | +5.03% | 6.06 | | 002320 | 海峡股份 | +4.96% | 13.13 | | 600516 | 海南机场 | +4.92% | 5.54 | | 300086 | 康芝药业 | +4.15% | 13.31 | ...

Market Performance - The market experienced a slight increase with the Shanghai Composite Index rising by 0.1%, marking an 8-day consecutive gain [1] - The Shenzhen Component Index increased by 0.54%, while the ChiNext Index rose by 0.14% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 235.7 billion yuan compared to the previous trading day [1] Sector Highlights - The commercial aerospace sector saw a significant surge, with companies like Shenjian Co., Ltd. (002361) achieving a 7-day consecutive rise and China Satellite (600118) recording a 3-day consecutive increase [1] - The lithium battery supply chain strengthened, with Tianji Co., Ltd. (002759) achieving 3 gains in 4 days, and other companies like Fulu Technology (000973) and Fengyuan Co., Ltd. (002805) hitting the daily limit [1] - The Hainan Free Trade Zone concept remained active, with Hainan Development (002163) achieving 5 gains in 6 days [1] - The Fujian sector saw localized gains, with Xiamen International Trade (600755) achieving 3 consecutive gains [1] Declining Sectors - The paper, liquor, and computing hardware sectors experienced notable declines, with the computing hardware concept showing weakness, particularly Changguang Huaxin, which fell over 11% [1]

Market Overview - The market experienced a high opening followed by a decline, with all three major indices turning negative during the session. The Shanghai and Shenzhen markets saw a half-day trading volume of 1.45 trillion, a significant increase of 251.3 billion compared to the previous trading day. Over 3,900 stocks in the market declined [1] - The Shanghai Composite Index fell by 0.19%, while the Shenzhen Component Index rose by 0.17%, and the ChiNext Index decreased by 0.15% [1] Sector Performance - The lithium battery supply chain showed strong performance, with Tianji Co. achieving three consecutive trading limits in four days, and several other stocks like Hongyuan Pharmaceutical and Yongxing Materials hitting their daily limits [1] - The commercial aerospace sector remained active, with Shenjian Co. achieving seven consecutive trading limits and Jiuding New Materials achieving four consecutive limits [1] - The photovoltaic sector saw partial gains, with stocks like GCL-Poly and Yijing Photovoltaic hitting their daily limits [1] - The Hainan Free Trade Zone concept stocks were also active, with Hainan Development achieving five limits in six days [1] - In contrast, the computing hardware sector showed weakness, with Changguang Huaxin dropping over 10% [1] Lithium Market Insights - The main contract for lithium carbonate surged past 130,000, increasing by over 8% during the day, marking a new high since November 2023. The market outlook for lithium prices remains optimistic due to recovering quarterly earnings from lithium companies and increasing demand from new energy vehicles [3] - The China Nonferrous Metals Industry Association's lithium division indicated that lithium futures prices are expected to gradually rise by November 2025, with increased volatility anticipated [3] Hainan Free Trade Zone Developments - The Hainan Free Trade Port officially commenced its first week of full island closure, with customs reporting over 400 million yuan in "zero tariff" imports and over 20 million yuan in domestic processing goods exempt from tariffs [5] - The duty-free shopping market in Hainan saw a surge, with shopping amounts reaching 1.1 billion yuan and 165,000 shoppers during the week of December 18-24 [5] Photovoltaic Sector Developments - Four leading silicon wafer companies significantly raised their prices on December 25, with average increases reaching 12%. This price hike is attributed to substantial increases in upstream silicon material costs [9][20] Investment Trends - UBS Wealth Management forecasts that the Chinese stock market will continue to have upward potential, driven by advanced manufacturing and technology sectors. The report highlights that AI and technology are key growth drivers, with expectations for significant earnings growth in the Hang Seng Technology Index by 2026 [30] - The National Development and Reform Commission announced that the National Venture Capital Guidance Fund will increase investments in early-stage projects in sectors such as integrated circuits, artificial intelligence, aerospace, and low-altitude economy [31]

每经AI快讯，12月26日，今日午盘全市场共51股涨停，连板股总数15只，33股封板未遂，封板率为61% (不含ST股、退市股)。焦点股方面，实控人变更的胜通能源（001331）11连板、嘉美包装（002969）8 连板，商业航天概念股神剑股份（002361）7连板，海南板块海南发展（002163）6天5板。 ...

今日早盘，A股市场冲高回落，三大指数盘中集体跳水翻绿。沪深两市半日成交额1.45万亿，较上个交易日大幅放量2513亿。盘面上热点快速轮动， 全市场超3900只个股下跌。 从板块来看， 锂电产业链快速走强， 天际股份4天3板，宏源药业、永兴材料等多股涨停。 商业航天概念反复活跃， 神剑股份7连板，九鼎 新材4连板，佳缘科技涨停。光伏概念局部拉升，协鑫集成、亿晶光电涨停。海南自贸概念表现活跃，海南发展6天5板。 下跌方面，算力硬件概念表现较弱，长光华芯跌超10%。截至收盘，沪指跌0.19%，深成指涨0.17%，创业板指跌0.15%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

海南自贸概念26日盘中再度活跃，截至发稿，神农种业涨超12%，海南矿业、海南发展、海汽集团等涨 停，中国中免涨近8%。 海口海关12月25日公布数据显示，12月18日至24日，海南自贸港封关运作首周数据飘红，体现出政策红 利持续释放、产业发展动能增强的态势。 据海南日报报道，据统计，封关运作首周，离岛免税购物金额11亿元、购物件数77.5万件、购物人数 16.5万人，同比2024年同期分别增长54.9%、11.8%、34.1%，充分体现了封关运作对消费市场的带动效 应。同时，海南自贸港实施的"零关税、低税率"等一系列新的开放政策，吸引了更多外贸主体来琼投资 兴业。封关首周，海南新增外贸备案企业1972家，同比增长2.3倍，截至目前全年新增备案报关单位3万 余家，同比增长超40%。 开源证券近日指出，政策红利释放催生的消费活力，全岛封关落地后，海南自贸港"零关税"商品税目比 例由21%提升至74%增至约6600个，基本覆盖主要生产设备与原材料，预计可为相关企业降低约20%的 进口税负成本。制度层面降本增效将持续改善经营主体成本结构，提升货物贸易自由化与便利化水平， 并增强市场活跃度。从消费端看，政策红利将进一步 ...

证券时报·数据宝统计，两融数据来看，该股最新（12月25日）两融余额为6.39亿元，其中，融资余额 6.35亿元，较前一个交易日增加8694.99万元，环比增长15.86%，近6日累计增加1.84亿元，环比增长 40.81%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日换手率达20%、日涨幅偏离值 达7%上榜龙虎榜3次，买卖居前营业部中，机构净买入4.73亿元，深股通累计净买入3141.75万元，营业 部席位合计净卖出8488.38万元。 海南发展再度涨停，6个交易日内录得5个涨停，累计涨幅为72.09%，累计换手率为98.78%。截至9:51， 该股今日成交量1.60亿股，成交金额35.28亿元，换手率19.97%。最新A股总市值达192.23亿元，A股流 通市值182.81亿元。 公司12月23日在交易所互动平台中披露，截至最新（12月20日）股东户数为133515户，较上期（12月10 日）增加12254户，环比增长10.11%。这是该股股东户数连续第2期增长，也就是说筹码呈持续分散趋 势。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | - ...

（文章来源：每日经济新闻） 每经AI快讯，12月26日，光伏玻璃指数盘中上涨2.02%。成分股中，德力股份上涨6.04%，东方日升上 涨5.05%，海南发展上涨3.63%，福莱特上涨2.03%，安彩高科上涨1.54%。 ...

超捷股份，今日收盘涨停，全天换手率为22.26%，成交额为37.42亿元。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6家机构专用席位，为买一、买二、买四、买五、卖二、卖三，合计净 买入16212.51万元。资金流向方面，该股全天资金净流入8872.54万元。 华菱线缆，今日收盘涨停，全天换手率为50.41%，成交额为29.15亿元。因日换手率达50.44%、日涨幅 偏离值达9.37%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、买五、卖三、 卖五，合计净买入8501.39万元。资金流向方面，该股全天资金净流入1.33亿元。 从市场表现看，机构净买入个股今日平均上涨9.68%，涨幅强于沪指。超捷股份、广联航空等表现强 势，股价以涨停报收。通过对近一个月机构净买入个股进行回测发现，机构净买入个股次日上涨概率为 49.69%，次日跑赢沪指概率为49.38%，上榜后3日上涨概率为44.44%，上榜后3日跑赢沪指概率为 42.90%。 机构净卖出的个股中，净卖出金额最多的是天际股份，该股因日振幅值达16.82%上榜龙虎榜，前五大 买卖营业部中有4家机构专用席位，为买三、卖一、卖四、 ...

6个行业获主力资金净流入。 2股尾盘主力资金净流出均超4亿元 金风科技主力资金净流入8.29亿元，居首。据金风科技公众号消息，近日，安装98台金风机组的三峡江 苏大丰800兆瓦海上风电项目完成全容量并网发电，该项目刷新了我国海上风电项目的离岸距离纪录。 金风科技为项目提供了三种机型的智能海上风电机组，为这一工程提供装备支撑。 阳光电源主力资金净流入7.84亿元，居次席。机构表示，光伏作为国内 "反内卷"重点行业之一，政策纾 困或技术迭代有望加速供给出清，硅料引领盈利修复，2026年全行业有望扭亏。 | | | 12月25日主力资金净流入排名 | | | --- | --- | --- | --- | | 代码 | 简称 | 今日涨跌幅 | 净流入资金 | | | | (%) | (亿元) | | 002202 | 金风科技 | 9.98 | 8.29 | | 300274 | 阳光电源 | 1.21 | 7.84 | | 002050 | 三花智控 | 5.50 | 7.51 | | 002536 | 飞龙股份 | 7.84 | 7.02 | | 000559 | 万向钱潮 | 9.98 | 6.58 | | ...