每经AI快讯，1月5日，商业航天板块进一步走强，海格通信、高德红外、普利特、烽火通信、东方中 科等近20股涨停。 （文章来源：每日经济新闻） ...

（文章来源：证券时报网） 数据宝统计，截至10:37，普利特成交额10.31亿元，创2024年11月25日以来新高。最新股价上涨 10.01%，换手率7.84%。（数据宝） ...

Core Viewpoint - The article highlights the increasing demand and significance of specialty high polymer materials, particularly PEEK and PEI, driven by industrial upgrades and the unique properties of these materials, marking a shift from traditional general-purpose plastics to advanced engineering plastics in various high-tech applications [2][5]. Group 1: Market Trends and Developments - Specialty engineering plastics are gaining traction due to the rise of emerging industries such as robotics, drones, and AI servers, which are no longer deterred by the higher costs associated with these materials [2][5]. - The article notes that the production capacity of general-purpose plastics like polypropylene and polyethylene has historically dominated the market, but the focus is now shifting towards high-performance engineering plastics [2][5]. Group 2: Key Material Innovations - LCP (Liquid Crystal Polymer) films have recently achieved large-scale production by the company Prilite, breaking the long-standing foreign monopoly in high-end applications, particularly in communication technology [4][5]. - PEI (Polyetherimide) has also seen advancements, with Wanrun Co. announcing the commercial production of PEI materials, which are being utilized in various applications including aerospace and medical devices [6][7]. Group 3: Government Initiatives and Industry Support - The Ministry of Industry and Information Technology has identified LCP films and PEI as key innovative products for the 2025 fine chemical industry, indicating their strategic importance in the national agenda [3][4]. - The article emphasizes the government's focus on developing 50 critical new materials and equipment, showcasing a commitment to advancing the chemical industry [3][4]. Group 4: Future Industry Applications - LCP films are positioned to impact future technologies such as 6G communications, brain-machine interfaces, and AI server PCBs, indicating their relevance in cutting-edge applications [4][5]. - PEI materials are being integrated into various sectors, including fiber optic connectors and high-temperature applications, highlighting their versatility and growing market presence [6][7]. Group 5: Upcoming Events and Exhibitions - The article mentions an upcoming exhibition focused on lightweight, high-strength, and sustainable materials, scheduled for June 10-12, 2026, at the Shanghai New International Expo Center, which will showcase advancements in new materials technology [10][15].

Market Performance - On December 30, A-shares showed mixed performance with the Shanghai Composite Index closing flat at 3965.12 points, the Shenzhen Component Index rising by 0.49% to 13604.07 points, and the ChiNext Index increasing by 0.63% to 3242.90 points [1] Fund Manager Changes - On December 30, a total of 13 fund managers experienced changes in their positions, with 640 fund products having manager changes in the past 30 days [3] - One fund manager left due to a job change, managing two funds during their tenure [3] - Tianhong Fund's Wang Fan managed assets totaling 254 million yuan, with the highest return of 17.84% on the Tianhong Yongyu Balanced Pension Fund over 3 years and 193 days [3] New Fund Managers - On December 30, 24 fund products announced new fund managers, involving 12 fund managers [4] - Baiying Fund's Cai Dan manages assets of 2.597 billion yuan, with the highest return of 103.05% on the Baiying CSI A100 Index Enhanced Fund over 8 years and 149 days [4] Fund Research Activity - In the past month (November 30 to December 30), Huaxia Fund conducted the most company research, engaging with 42 listed companies, followed by Southern Fund, Bosera Fund, and Huitianfu Fund with 37, 34, and 32 companies respectively [6] - The most researched industry was specialized equipment with 155 instances, followed by computer equipment with 111 instances [6] Recent Fund Research Focus - In the last week (December 23 to December 30), the most researched company was Pulite, a plastic products company, with 28 fund institutions participating in the research [7] - Other companies with significant research attention included Nord Shares, Xiangyu Medical, and Desai Xiwai, with 23, 22, and 22 fund institutions respectively [7]

证券时报·数据宝统计，近5个交易日（12月23日至12月29日）约194家公司被机构调研，调研机构类型 显示，证券公司共对182家公司进行调研，即93.81%的上市公司调研活动有证券公司参与；基金公司调 研131家，位列其后；阳光私募机构调研77家，排名第三。 近5日机构合计调研194家公司，普利特、光庭信息、巨星农牧等被多家机构扎堆调研。 机构调研榜单中，共有35家公司获20家以上机构扎堆调研。普利特最受关注，参与调研的机构达到76 家；巨星农牧被67家机构调研，榜单中排名第二；光庭信息、安孚科技等分别被67家、58家机构调研。 | 002429 | 兆驰股份 | 1 | 8 | 7.73 | 12.03 | 家用电器 | | --- | --- | --- | --- | --- | --- | --- | | 002437 | 誉衡药业 | 1 | 8 | 3.08 | -3.14 | 医药生物 | | 603970 | 中农立华 | 2 | 8 | 13.03 | -0.15 | 基础化工 | | 301005 | 超捷股份 | 1 | 8 | 159.40 | 71.23 | 汽车 | | 0020 ...

证券代码：002324 证券简称：普利特 公告编号：2025-070 上海普利特复合材料股份有限公司 关于控股股东部分股份解除质押及股份质押的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性陈述或者重大遗 漏。 上海普利特复合材料股份有限公司（以下简称"公司"）于近日接到公司控股股东、实际 控制人周文先生通知，获悉其将持有的部分公司股权办理了股票解除质押及质押手续，具体事 项如下： 一、股东股份解除质押的基本情况 | | 是否为控股股 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 东或第一大股 | 本次解除质押 | 占其所持 | 占公司总 | 质押起始 | 质押到期 | 质权人 | | 称 | 东及其一致行 | 股数（股） | 股份比例 | 股本比例 | 日 | 日 | | | | 动人 | | | | | | | | 周文 | 是 | 40,000,000 | 8.95% | 3.60% | 2024.12.27 | 2025.12.26 | 国泰海通证券 股份有限公司 | 二、 ...

Group 1 - In the past 10 days (from December 16 to December 29), 50 listed companies were surveyed by overseas institutions, with SAIC Motor being the most focused, receiving attention from 17 overseas institutions [2] - A total of 322 companies were surveyed by institutions in the last 10 days, with securities companies surveying 291 companies, accounting for the largest share, followed by fund companies with 210 companies [2] - The average stock price of companies surveyed by overseas institutions increased by 4.51% over the past 10 days, with notable performers including Pulite and Mailland, which saw increases of 24.76% and 21.88% respectively [2] Group 2 - The stock price performance of companies surveyed by overseas institutions shows that 12 companies experienced declines, with Huali Group having the largest drop at 12.42% [2] - The list of companies surveyed includes Pulite, Mailland, and SAIC Motor, among others, with varying degrees of interest from overseas institutions [3] - SAIC Motor's stock price decreased by 2.72% despite being the most surveyed company, indicating potential concerns among investors [3]

Market Performance - The A-share market showed mixed results on December 29, with the Shanghai Composite Index rising by 0.04% to 3965.28 points, marking a nine-day consecutive increase, while the Shenzhen Component Index fell by 0.49% to 13537.1 points, and the ChiNext Index decreased by 0.66% to 3222.61 points [1]. Fund Manager Changes - From December 27 to December 29, a total of 63 fund managers experienced changes in their positions, with 83 fund products announcing departures of fund managers during this period, involving 32 managers [3]. - Over the past 30 days (November 29 to December 29), 696 fund products saw changes in their fund managers, indicating significant turnover in the industry [3]. - The reasons for the changes included 26 managers leaving due to job changes, one due to personal reasons, four due to product expiration, and one due to resignation [3]. Fund Manager Performance - Dai Jie from Pengyang Fund currently manages assets totaling 298 million yuan, with the highest return of 235.16% achieved by the Hui'an Fengze Mixed A fund (003889) during his tenure of 6 years and 147 days [5]. - Zhang Xun, also from Pengyang Fund, manages assets of 10.543 billion yuan, with the highest return of 129.11% from the Pengyang Digital Economy Pioneer Mixed A fund (012456) over a tenure of 1 year and 124 days [5]. Fund Company Research Activity - In the past month (November 29 to December 29), Huaxia Fund conducted the most company research, engaging with 39 listed companies, followed by Southern Fund, Bosera Fund, and Huitianfu Fund, which researched 34, 32, and 31 companies respectively [7]. - The most researched industry was specialized equipment, with 146 instances, followed by the computer equipment industry with 111 instances [7]. Recent Fund Research Focus - In the last week (December 22 to December 29), Lingyi Zhizao, a company in the consumer electronics sector, was the most researched, receiving attention from 40 fund institutions [9]. - Other companies with significant research interest included Pulite, Nord Shares, and Desai Xiwai, with 28, 23, and 22 fund institutions respectively [9].

- The report discusses a **volume-timing model** for broad-based indices, which provides signals based on market volume trends. As of December 26, 2025, the model indicates a "cautious" view for the SSE 50 index, while other indices such as SSE Composite, CSI 300, CSI 500, CSI 1000, ChiNext, and Beijing 50 show "bullish" signals[2][23][24] - A **momentum sentiment indicator** is introduced, which calculates the proportion of stocks in the CSI 300 index with positive returns over a specific period (N days). The formula is: $ \text{CSI 300 N-day Upward Proportion} = \frac{\text{Number of CSI 300 stocks with positive returns in the past N days}}{\text{Total number of CSI 300 stocks}} $ This indicator is effective in capturing upward opportunities but has limitations in avoiding risks during market downturns. Recently, the indicator's value has been around 71%[24][25][28] - A **moving average sentiment indicator** is also discussed, which uses eight moving averages (8, 13, 21, 34, 55, 89, 144, 233) to assess market trends. The indicator assigns values based on the number of moving averages above or below the current price. When the number of moving averages above the price exceeds five, the market is considered bullish. This indicator currently shows that the CSI 300 index is in a positive sentiment zone[30][33][36] - The report evaluates **cross-sectional volatility** and **time-series volatility** as measures of alpha generation potential. Cross-sectional volatility for CSI 300, CSI 500, and CSI 1000 stocks shows mixed trends, with CSI 500 experiencing an increase, indicating a better short-term alpha environment. Time-series volatility for all three indices has decreased recently, suggesting a weaker short-term alpha environment[41][42][43] - A **fund clustering degree indicator** is used to monitor the degree of fund concentration. This is measured by the standard deviation of cross-sectional returns of clustered funds. A lower standard deviation indicates higher clustering. Recently, the clustering degree has slightly increased, and both clustered funds and stocks have shown higher excess returns over the past week[83][85][87]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300699 | 光威复材 | | 12.02 | 325亿 | 14.57 | | 002471 | 中超控股 | 1 | 10.06 | 94.31亿 | 152.38 | | 603017 | 中衡设计 | | 10.04 | 32.09 Z | 47.49 | | 603278 | 大业股份 | 资 | 10.00 | 48.12 乙 | 85.51 | | 688066 | 航天宏图 | -06- | 9.75 | 85.25 Z | 59.95 | | 688629 | 华丰科技 | 1 | 9.53 | 491亿 | 217.74 | | 688295 | 中复神鹰 | 1 | 8.95 | 307亿 | 71.00 | | 603936 | 博敏电子 | 张 | 8.75 | 80.69亿 | 52.02 | | 002361 | 神剑股份 | 1 | 8.20 | 136亿 | 163.53 | | 002465 | 海格通信 | 1 | ...