Group 1 - In the past five trading days, a total of 194 companies were investigated by institutions, with securities companies participating in 93.81% of the activities [1] - Among the companies, 35 received attention from more than 20 institutions, with Prit, Juxing Agriculture, and Guangting Information being the most researched [1] - Prit was the most popular, with 76 institutions participating in its investigation, followed by Juxing Agriculture and Guangting Information, each with 67 institutions [1] Group 2 - In terms of capital flow, 12 out of the 20 companies that attracted more than 20 institutions saw net inflows, with Guanglian Aviation receiving the highest net inflow of 236 million yuan [1] - Over the past five days, 24 of the investigated stocks increased in value, with Guanglian Aviation, Xinke Mobile-U, and Prit leading with gains of 53.44%, 23.75%, and 21.23% respectively [2] - Conversely, 11 stocks experienced declines, with Lingge Technology, Zhejiang Haideman, and Jiaocheng Ultrasound showing the largest drops of 5.17%, 4.93%, and 4.51% respectively [2] Group 3 - The most frequently investigated company was Taihe New Materials, which was researched four times, while Yanjing Beer and Aerospace Intelligent Manufacturing were investigated three and two times respectively [1] - The investigation data indicates a strong interest from institutions in specific sectors, particularly in basic chemicals, agriculture, and automotive industries [1][2]

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]

Group 1 - The core viewpoint of the news is that the commercial aerospace sector in the A-share market is experiencing significant growth, with multiple stocks showing strong performance following the release of new listing rules by the Shanghai Stock Exchange [1] - On December 26, the Shanghai Stock Exchange issued guidelines for commercial rocket companies, allowing them to apply for listing under the fifth set of standards on the Sci-Tech Innovation Board, effective immediately [1] - The commercial aerospace sector has gained substantial attention, with a surge in research reports and conference calls related to the industry, indicating a growing interest from analysts across various sectors [1] Group 2 - Notable stock performances include Guangwei Composites, which rose by 12.02%, and several other companies such as Zhongchao Holdings and Zhongheng Design, which both saw increases of over 10% [2] - The total market capitalization of Guangwei Composites is 32.5 billion, while Zhongchao Holdings has a market cap of 9.431 billion [2] - Year-to-date performance shows that Guangwei Composites has increased by 14.57%, and Zhongchao Holdings has surged by 152.38% [2]

Group 1 - The A-share market's brain-computer interface sector experienced a collective surge, with Xiangyu Medical rising over 9%, Sanbo Brain Science, Meihao Medical, Mylande, and Innovation Medical increasing over 6%, and Xilinmen, Pulite, and Botuo Bio rising over 5% [1] - The Fifth Frontier of Brain Science and Industry Conference and the 2025 Shenzhen Brain-Computer Interface Expo commenced on December 28, marking a significant event in the sector [1] - The "Guangdong-Hong Kong-Macao Greater Bay Area Brain Science and Central Nervous System Disease AI Innovation Alliance" was officially launched, indicating a collaborative effort to advance brain science and technology [1]

Core Viewpoint - The commercial aerospace sector in the A-share market is experiencing significant growth, with various stocks showing strong performance following the release of new listing rules by the Shanghai Stock Exchange [1] Group 1: Market Performance - Commercial aerospace stocks have seen notable increases, with Guangwei Composites rising by 12%, and several other companies, including Zhongchao Holdings, Zhongheng Design, and Daye Co., reaching the daily limit of 10% [1] - Other companies such as Aerospace Hongtu and Huafeng Technology have increased by over 9%, while Zhongfu Shenying and Bomeng Electronics have risen by over 8% [1] - The total market capitalization of Guangwei Composites is 32.5 billion, with a year-to-date increase of 14.57% [2] Group 2: Regulatory Developments - On December 26, the Shanghai Stock Exchange issued guidelines for the listing of commercial rocket companies, effective immediately [1] - This regulatory change is expected to further stimulate interest and investment in the commercial aerospace sector [1] Group 3: Institutional Interest - The commercial aerospace sector has gained significant attention, with a surge in research reports and conference calls related to the industry [1] - In the past week alone, there has been a notable increase in deep research reports and cross-industry analysis from various brokers [1] - A total of 14 commercial aerospace-related companies have been investigated by institutions this month, with some popular companies attracting attention from over a hundred institutions [1]

Core Viewpoint - The stock of Prit (Shanghai Prit Composite Materials Co., Ltd.) has shown significant growth, with a year-to-date increase of 64.65% and a recent surge of 22.72% over the last five trading days, indicating strong market interest and performance [1]. Company Overview - Shanghai Prit Composite Materials Co., Ltd. was established on October 28, 1999, and went public on December 18, 2009. The company specializes in the research, production, sales, and service of polymer new materials and their composites [1]. - The company's revenue composition includes: general modified materials (44.47%), engineering modified materials (17.05%), lithium iron phosphate lithium-ion batteries (15.42%), and other categories [1]. Financial Performance - For the period from January to September 2025, Prit achieved a revenue of 6.787 billion yuan, representing a year-on-year growth of 18.29%. The net profit attributable to shareholders was 325 million yuan, reflecting a significant increase of 55.42% [2]. - Since its A-share listing, Prit has distributed a total of 680 million yuan in dividends, with 183 million yuan distributed over the past three years [3]. Shareholder Information - As of October 10, 2025, Prit had 28,900 shareholders, a slight increase of 0.18% from the previous period. The average number of circulating shares per shareholder decreased by 0.18% to 26,831 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 18.5062 million shares, a decrease of 169,500 shares from the previous period [3].

此次量产具有重要行业意义，标志着普利特LCP薄膜产品首次在手机终端设备上实现规模化应用，打破了国外厂商在高端LCP薄膜应用领域的长期垄断， 为国内消费电子产业链自主可控提供了重要支撑，实现了国内手机终端LCP薄膜应用从0到1的突破。公告强调，这一成果将对未来6G/毫米波高频通讯网 络下的各类终端领域产生深远影响。 普利特表示，LCP薄膜产品规模化量产是公司在消费电子领域取得的里程碑式重大突破，将为公司开辟新的业绩增长点、创造更多市场机遇。未来，公司 将持续加大在LCP树脂、薄膜和纤维领域的研发投入，优化产品性能、拓展应用场景、提升市场份额，力争在脑机接口、AI服务器、具身智能、卫星通讯 等重要领域实现技术突破，为公司业绩增长注入强劲动力，同时助力国家战略性新兴产业落地。 12月26日，普利特发布自愿性信息披露公告，宣布公司LCP薄膜产品经过多年技术攻关与市场验证，已正式实现规模化量产，并开始为消费电子行业头部 客户的新一代手机终端软板天线大批量供货。 公告披露，普利特的LCP薄膜产品凭借超低介电性、高耐热、低吸水等优异性能，历经工艺摸索、批量化能力建设及与下游客户的联合开发验证，成功通 过消费电子行业头部客户 ...