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本周40股累计涨幅超30%,最牛股涨近75%
Mei Ri Jing Ji Xin Wen· 2025-12-27 07:03
Group 1 - A total of 40 stocks have increased by 30% this week, with the largest increase being 74.8% for Guangdao Tui [1] - Antong Holdings, Jiamei Packaging, Shenjian Co., and Shengtong Energy have all seen cumulative increases of over 60% this week [1] - The machinery equipment industry leads with 6 stocks among those that increased over 30%, followed by the construction decoration industry with 5 stocks [1]
一周牛熊股丨40股累计涨幅超30%,最牛股本周涨近75%
Di Yi Cai Jing· 2025-12-27 06:24
Group 1 - A total of 40 stocks increased by over 30% this week, with the largest increase being 74.8% for Guangdao Tui [1] - The mechanical equipment industry led the gains, with 6 stocks listed, followed by the construction decoration industry with 5 stocks [1] - In the decline list, 56 stocks fell by over 10%, with Bohai Chemical experiencing the largest drop of 28.32% [1] Group 2 - Other notable declines include China High-Tech, Baibang Technology, and Luokai Co., all of which saw cumulative declines exceeding 20% [1]
航天板块掀涨停潮!资金猛攻硬科技,行情主线已明?
Sou Hu Cai Jing· 2025-12-26 16:04
从产业链视角看,商业航天正从"概念"走向"实干",市场空间极为广阔。中信证券研报也明确指出,在 政策支持与技术突破的双重助力下,商业航天产业有望迈入新纪元,卫星互联网、商业火箭等应用场景 的拓展,将让产业链上下游企业均受益。 除此之外,造纸板块今日也迎来爆发,纸业精选指数上涨5.26%,恒达新材20cm封板,博汇纸业、宜宾 纸业等多股涨停,这背后与近期纸价上涨及行业供需格局改善密切相关。而人形机器人、存储芯片概念 同样表现活跃,成为市场热点的重要补充。 对于后市,我们认为A股有望逐步演绎"春季躁动"行情。政策面持续友好,央行强调加大逆周期调节力 度,适度宽松的货币政策将维持流动性合理充裕;资金面同样积极向好,2025年A股年成交额已突破 400万亿元创历史新高,险资、社保等长期资金及外资持续入市提供坚实支撑;随着稳增长政策效果显 现,宏观经济数据与企业盈利增速有望逐步改善,尤其是科技、高端制造领域的业绩确定性较高。 各位投资者朋友,今天的A股用一份实打实的"圣诞红包"点燃了市场情绪。 截至收盘,沪指延续强势收获七连阳,稳稳站上3950点整数关口,上涨0.47%报3959.62点,成交额 7850.19亿元;深 ...
放量上涨,沪指八连阳
Tebon Securities· 2025-12-26 13:34
Market Analysis - The A-share market continues to rise, with the Shanghai Composite Index achieving an eight-day winning streak and total market turnover exceeding 2 trillion yuan, indicating increased market activity [3][4] - The Shanghai Composite Index closed at 3963.68 points, up 0.10%, while the Shenzhen Component Index rose 0.54% to 13603.89 points, marking a six-day winning streak [4] - The overall market turnover reached 2.18 trillion yuan, a significant increase of 12.2% from the previous trading day, reflecting heightened liquidity [4][6] Industry Trends - The market is led by the non-ferrous metals sector, with notable performances from companies like Jiangxi Copper and Zijin Mining, which reached historical highs [7] - The launch of the National Venture Capital Guidance Fund aims to attract social capital into key sectors such as integrated circuits, quantum technology, and aerospace, enhancing market enthusiasm for emerging industries [7] - The hard technology sector experienced a pullback, indicating a potential shift in market focus as funds rotate towards sectors with better growth prospects [9] Bond Market - The bond market saw a broad increase, with long-term contracts showing significant gains; the 30-year main contract rose by 0.36% to close at 112.96 yuan [12] - The People's Bank of China conducted a net injection of 368 billion yuan, maintaining a loose monetary environment despite a reduction in the scale of net injections compared to previous days [12] Commodity Market - The commodity index increased, with notable rebounds in aluminum and lithium carbonate prices, reflecting strong market demand and supply constraints [12][16] - The lithium carbonate futures price surpassed 130,520 yuan per ton, reaching a new high for the year, driven by low inventory levels and tight supply expectations [16] Trading Hotspots - Key investment themes include precious metals, commercial aerospace, nuclear fusion, AI applications, and consumer sectors, driven by favorable policies and market dynamics [13][15] - The commercial aerospace sector is gaining traction due to government support and the establishment of new companies, while AI applications are accelerating with advancements from major tech firms [13][15]
神剑股份:公司3D打印技术目前未涉及火箭发动机领域
Zheng Quan Ri Bao Wang· 2025-12-26 12:43
Group 1 - The core viewpoint of the article is that Shenjian Co., Ltd. (002361) clarified its focus on 3D printing technology primarily for aerospace components and has not ventured into the rocket engine sector [1] Group 2 - The company responded to investor inquiries on an interactive platform regarding its technological applications [1] - The current application of the company's 3D printing technology is specifically in the aerospace parts industry [1] - There is no involvement of the company in the rocket engine field at this time [1]
涨停复盘:今日全市场共81股涨停,连板股总数21只,商业航天概念再度爆发,神剑股份7连板
Jin Rong Jie· 2025-12-26 12:08
Market Performance - On December 26, A-shares experienced a morning surge followed by a pullback, with the Shanghai Composite Index closing up 0.1% at 3963.68 points, the Shenzhen Component Index up 0.54% at 13603.89 points, and the ChiNext Index up 0.14% at 3243.88 points [1] - The total market turnover reached 2.18 trillion yuan, with over 1400 stocks rising [1] Sector Movements - The commercial aerospace sector saw significant activity, with stocks like Shenjian Co. achieving a seven-day consecutive rise, and China Satellite and Tongyu Communication both hitting the daily limit [1] - The lithium battery supply chain strengthened, with Tianji Co. achieving a three-day rise, and stocks like Fusheng Technology and Yongxing Materials hitting the daily limit [1] - The Hainan Free Trade Zone concept remained active, with Hainan Development achieving a five-day rise and stocks like Intercontinental Oil and Jingliang Holdings hitting the daily limit [1] Stock Limit Changes - A total of 81 stocks hit the daily limit, with 21 stocks achieving consecutive limit rises, and 19 stocks failed to hit the limit, resulting in a limit hit rate of 81% (excluding ST and delisted stocks) [1] Notable Stocks and Reasons for Limit Hits - Commercial Aerospace: Shenjian Co. (7 days), China Satellite (3 days), and Tongyu Communication (5 days) [6] - Lithium Industry: Fuyuan Co. (1 day), Fusheng Technology (1 day), and Tianji Co. (4 days) [6] - Hainan Sector: Hainan Development (5 days) and Intercontinental Oil (1 day) [7] Related News - Blue Arrow Aerospace's IPO guidance work on the Sci-Tech Innovation Board has been officially completed, and the Long March 12A rocket flight test mission has achieved basic success [8] - The Shanghai Municipal Government issued measures to support the development of the aerospace industry in the Yangtze River Delta G60 Sci-Tech Innovation Corridor [8]
重磅利好,又来了!
Xin Lang Cai Jing· 2025-12-26 10:56
Market Overview - The market experienced a significant rebound during the last complete trading week of 2025, with key sectors such as CPO, liquid cooling servers, humanoid robots, and commercial aerospace witnessing strong surges [1][4] - Major stocks like Shenjian Co. and Haoshi Electromechanical achieved consecutive daily limits, indicating robust market performance [1][4] Index Performance - Major indices, including the Shanghai Composite, Shenzhen Component, and ChiNext, recorded consecutive gains, with the Shanghai Composite achieving an 8-day winning streak since December 17 [2][16] - Several sectors saw weekly gains exceeding 6%, with some sectors showing even higher increases since their lows on November 24 [2][16] Leading Sectors - Key sectors leading the market include: - Hainan Free Trade Zone: 9.08% weekly increase, 9.20% since November 24 - Storage Chips: 13.87% increase since November 24 - Liquid Cooling Servers: 5.66% weekly increase, 12.71% since November 24 - CPO: 12.11% increase since November 24 - Humanoid Robots: 4.57% weekly increase [3][17] Policy and Funding Support - The National Venture Capital Guidance Fund officially launched on December 26, focusing on artificial intelligence and 6G technologies, with initial regional funds exceeding 500 billion [4][18] - The Jiangxi Province's "Artificial Intelligence+" action plan aims for a computing service scale of 5000 PFlops by 2030, further stimulating the computing sector [4][18] Commercial Aerospace Developments - The commercial aerospace sector has seen numerous catalytic events, including the release of a report indicating 325 global space launches and 4026 satellites in orbit, with China contributing significantly [5][18] - The Commercial Aerospace Industry Alliance's innovation fund has been initiated, with an initial scale of 10-20 billion, aiming to expand to 100 billion [5][18] Humanoid Robots Sector - The humanoid robot sector has seen a resurgence, with a weekly increase of over 4% and nearly 10% since November 24 [8][21] - Notable stocks include: - Tianqi Co. with consecutive daily limits - Haoshi Electromechanical achieving historical highs - Chaojie Co. doubling in price over the past month [8][21] Capitalization and Market Events - Recent capital operations in the humanoid robot sector include a significant acquisition by leading company UBTECH, which plans to acquire approximately 43% of Fenglong Co. [9][22] - Additional events include the establishment of the Beijing Robotics Industry Association and the upcoming humanoid robot marathon in 2026 [9][22]
揭秘涨停丨3股封单资金超5亿元
(原标题:揭秘涨停丨3股封单资金超5亿元) 截至今日(12月26日)收盘,上证指数报收3963.68点,上涨0.1%;深证成指收于13603.89点,上涨 0.54%;创业板指上涨0.14%;科创50指数下跌0.24%。 以封单金额计算,锋龙股份、航天发展、神剑股份的涨停板封单资金居前,分别为37.79亿元、7.01亿 元、5.72亿元。 从封单力度来看,锋龙股份、汇洁股份、恒大高新力度较大,分别为78.84%、15.17%、14.99%。 声明:数据宝所有资讯内容不构成投资建议,股市有风险,投资需谨慎。 校对:高源 不含未开板新股,今日可交易A股中,上涨个股超1800只,占比超30%,下跌个股超3400只。其中,收 盘封死涨停的有92只,跌停股有3只。另外,31股封板未遂,整体封板率为74.8%。 据证券时报·数据宝统计,今日涨停个股数量居前的行业有机械设备、基础化工、电力设备,分别为9 股、8股、8股。 在封死涨停的个股中,*ST铖昌、*ST惠程等10股为ST股。从连续涨停天数看,胜通能源已连收11个涨 停板,连续涨停板数量居首。 ...
揭秘涨停 | 3股封单资金超5亿元
Zheng Quan Shi Bao· 2025-12-26 10:16
截至今日(12月26日)收盘,上证指数报收3963.68点,上涨0.1%;深证成指收于13603.89点,上涨 0.54%;创业板指上涨0.14%;科创50指数下跌0.24%。 不含未开板新股,今日可交易A股中,上涨个股超1800只,占比超30%,下跌个股超3400只。其中,收 盘封死涨停的有92只,跌停股有3只。另外,31股封板未遂,整体封板率为74.8%。 据证券时报·数据宝统计,今日涨停个股数量居前的行业有机械设备、基础化工、电力设备,分别为9 股、8股、8股。 以封单金额计算,锋龙股份、航天发展、神剑股份的涨停板封单资金居前,分别为37.79亿元、7.01亿 元、5.72亿元。 从封单力度来看,锋龙股份、汇洁股份、恒大高新力度较大,分别为78.84%、15.17%、14.99%。 | | | | 12月26日涨停封单资金居前的个股 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | | | (亿元) | 情況 | | | 002931 | 锋龙股份 | 37.79 | 3连板 | 优必选拟入主+机器人 | | 0 ...
【每日小讯】沪指7连阳后窄幅震荡,2.16万亿成交下仍有近半数个股下跌
Sou Hu Cai Jing· 2025-12-26 10:13
Market Overview - The Shanghai Composite Index rose by 0.1% to 3963.68 points, the Shenzhen Component Index increased by 0.54% to 13603.89 points, the ChiNext Index gained 0.14% to 3243.88 points, and the North Star 50 Index climbed 0.35% to 1463.04 points. The total market turnover was 21,603 billion yuan, an increase of 2,165 billion yuan compared to the previous day [2]. Sector Performance - The Hainan, lithium, and precious metals sectors were active, while the paper and CPO sectors experienced adjustments. The Hainan sector saw strong performance with Hainan Mining and Hainan Development hitting the daily limit. The lithium sector also performed well, with Yongxing Materials reaching the daily limit and Rongjie Co., Ltd. rising over 5%. The precious metals sector showed strength, with Xiaocheng Technology increasing over 10% and Hunan Silver rising over 4%. Conversely, the paper sector weakened, with Qingshan Paper and Hengda New Materials dropping nearly 5%. The CPO sector adjusted, with Changguang Huaxin falling over 10% and Youxun Co., Ltd. declining over 9% [3]. Notable Stocks - Several stocks hit the daily limit, including: - Guandao Tui (2.22 yuan, +29.82%, 3 days 3 boards, market cap 104 million yuan) - Bainaqiancheng (6.40 yuan, +20.08%, first limit up, market cap 5.957 billion yuan) - Biaobang Co., Ltd. (46.37 yuan, +20.01%, first limit up, market cap 4.182 billion yuan) - Jiayuan Technology (59.21 yuan, +20.00%, first limit up, market cap 4.704 billion yuan) - Hongyuan Pharmaceutical (26.88 yuan, +20.00%, first limit up, market cap 4.302 billion yuan) [5]. Continuous Limit-Up Stocks - Notable continuous limit-up stocks include: - Shengtong Energy (11 consecutive limit-ups) - Jiamei Packaging (8 consecutive limit-ups) - Shenjian Co., Ltd. (7 consecutive limit-ups) - Antong Holdings (5 consecutive limit-ups) - Jiuding New Materials (4 consecutive limit-ups) [6]. Fund Flow - The lithium battery concept received a net inflow of 13.74 billion yuan, with 16 stocks hitting the daily limit and 287 stocks rising. The Tonghuashun Beautiful 100 index saw a net inflow of 10.645 billion yuan, with 54 stocks increasing. The small metals concept had a net inflow of 9.469 billion yuan, with 5 stocks hitting the daily limit and 124 stocks rising [10][11][12]. Policy and Industry Catalysts - The National Venture Capital Guidance Fund has officially launched, focusing on early projects in integrated circuits, aerospace, and low-altitude economy, providing funding support for hard technology and new production capacity sectors. The National Industrial and Information Technology Work Conference outlined key tasks for 2026, emphasizing the cultivation of emerging pillar industries such as aerospace, low-altitude economy, and biomedicine, which will support AI advancements and satellite IoT commercial trials [13][14]. Industry Trends - The photovoltaic silicon wafer sector is experiencing a price surge, with four leading companies raising prices by an average of 12%. The lithium carbonate futures have also surged, breaking through 130,000 yuan/ton, rebounding over 120% from the year's low, leading to a strong performance in lithium battery upstream material companies [15].