人民财讯12月21日电，二连板神剑股份（002361）12月21日披露股票交易异常波动公告称，公司目前经 营情况及内外部经营环境未发生重大变化；在股票交易异常波动期间，公司控股股东及实控人不存在关 于公司的应披露而未披露的重大事项或处于筹划阶段的重大事项，亦不存在买卖公司股票的情形。 ...

神剑股份12月21日发布公告，股票价格连续2个交易日收盘价格涨幅偏离值累计超过20%。根据深圳证 券交易所相关规定，属于股票交易异常波动情形。经核实，公司目前经营情况及内外部经营环境未发生 重大变化。在股票交易异常波动期间，公司控股股东及实际控制人不存在关于公司的应披露而未披露的 重大事项或处于筹划阶段的重大事项，亦不存在买卖公司股票的情形。 ...

证券代码：002361 证券简称：神剑股份 公告编号：2025－040 安徽神剑新材料股份有限公司 股票交易异常波动的公告 3、公司目前经营情况及内外部经营环境未发生重大变化； 4、在股票交易异常波动期间，公司控股股东及实际控制人不存在关于公司 的应披露而未披露的重大事项或处于筹划阶段的重大事项，亦不存在买卖公司股 票的情形； 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 一、股票交易异常波动的情况 安徽神剑新材料股份有限公司（以下简称"公司"）（证券简称：神剑股份, 证券代码：002361）股票价格于2025年12月18日、19日连续2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相关规定，属于股票交易异常波 动的情况。 二、关注并核实情况的说明 针对公司股票交易异常波动情况，公司通过自查及书面函询等方式，对公司 控股股东、实际控制人及公司董事、高级管理人员等就相关事项进行了核实，具 体情况如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期其他公共媒体报道了可能或已经对公司股票交易价格产 生较大影响的未公开重大信 ...

南财智讯12月21日电，神剑股份公告，公司股票价格于2025年12月18日、19日连续2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相关规定，属于股票交易异常波动的情况。经自查及向 控股股东、实际控制人书面问询确认，公司前期披露的信息不存在需要更正、补充之处；近期未发现其 他公共媒体报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息；目前经营情况及内 外部经营环境未发生重大变化；在股票交易异常波动期间，控股股东及实际控制人不存在关于公司的应 披露而未披露的重大事项或处于筹划阶段的重大事项，亦不存在买卖公司股票的情形；公司不存在违反 信息公平披露的情形。公司董事会确认，除已公开披露的信息外，目前没有任何应予以披露而未披露的 事项，也未获悉任何对公司股票及其衍生品种交易价格产生较大影响的信息。 ...

神剑股份公告称，公司股票于2025年12月18日、19日连续2个交易日收盘价格涨幅偏离值累计超20%， 属异常波动。经自查，公司前期披露信息无需更正补充，未发现公共媒体报道可能影响股价的未公开重 大信息，经营及内外部环境未变，控股股东及实控人无应披露未披露重大事项，也未买卖公司股票，不 存在信息披露违规。公司提醒投资者理性投资，注意风险。 ...

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [5] Core Insights - The global semiconductor sales are expected to continue growing in 2025, driven by demand from AI computing, data centers, and smart driving applications. The global semiconductor sales for January to October 2025 are projected to be approximately $612.1 billion, a year-on-year increase of 21.9%, with China's semiconductor sales at about $169.4 billion, up 12.5% [1][22] - The global semiconductor market size is forecasted to reach $700.9 billion in 2025, reflecting an 11.2% year-on-year growth, with the Asia-Pacific region's market size expected to be around $370.6 billion, growing by 9.8% [1][22] - The expansion of wafer production capacity is accelerating, particularly in advanced processes, with a projected compound annual growth rate (CAGR) of 7% from 2024 to 2028 for global 12-inch wafer monthly capacity, expected to reach 11.1 million pieces by 2028 [2][26] - The demand for high-bandwidth memory (HBM) is increasing due to data centers and AI processors, with the global semiconductor materials market expected to reach approximately $70 billion in 2025, a 6% increase year-on-year [3][30] - The advanced process requires higher performance parameters for electronic chemicals, leading to a concentration of industry competition towards leading suppliers capable of meeting these demands [4][32] Summary by Sections Semiconductor Market - AI demand is driving global semiconductor sales growth, with projections for 2025 indicating a significant increase in both global and Chinese markets [1][22] - The semiconductor market is expected to grow to $700.9 billion in 2025, with a further increase to $760.7 billion in 2026 [1][22] Wafer Production Capacity - The global semiconductor wafer production capacity is set to expand significantly, particularly in advanced processes, with a CAGR of 14% for 7nm and below processes from 2024 to 2028 [2][26] Semiconductor Materials - The global semiconductor materials market is projected to grow to $70 billion in 2025, with a notable increase in China's market size to approximately 174.1 billion yuan, reflecting a 21.1% year-on-year growth [3][30] Electronic Chemicals - The advanced semiconductor processes require higher purity and stability in electronic chemicals, leading to a competitive landscape favoring top suppliers with technological and scale advantages [4][32] Investment Recommendations - The report suggests focusing on leading companies in semiconductor materials, particularly those with strong technological capabilities and deep ties to downstream wafer manufacturers [34]

| | 龙虎榜 1 | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 浙江世宇 | 9.99% | 12071.24 | | 航天智造 | 16.30% | 9061.83 | | 山子高科 | 9.93% | 5811.53 | | 西部材料 | 10.00% | 4835.26 | | 华人健康 | 5.72% | 4397.94 | | 神剑股份 | 9.96% | 3457.90 | | 创源股份 | 19.98% | 3270.07 | | 华麦线缆 | -0.38% | 2456.00 | | 罗牛山 | 6.01% | 2082.37 | | $$1.4 | 20.01% | 1853.56 | | 三湘印象 | 10.10% | 1746.06 | | 星辰科技 | 0.26% | 1083.27 | | 三美弓 | 5.08% | 855.57 | | 骑士乳业 | 6.42% | 526.53 | | 庄周收场 | 9 990% | 453 97 | 共29只个股出现了机构的身影。 盘后数据显示，12月19日龙虎榜中，共29只个股出 ...

神剑股份今日涨停，全天换手率30.98%，成交额19.86亿元，振幅7.36%。龙虎榜数据显示，机构净买入 3457.90万元，深股通净卖出989.38万元，营业部席位合计净卖出1.06亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.01%上榜，机构专用席位净买入3457.90万元，深股 通净卖出989.38万元。 融资融券数据显示，该股最新（12月18日）两融余额为4.36亿元，其中，融资余额为4.36亿元，融券余 额为33.06万元。近5日融资余额合计减少1566.11万元，降幅为3.47%，融券余额合计增加32.93万元，增 幅24427.82%。（数据宝） 神剑股份12月19日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东亚前海证券有限责任公司苏州分公司 | 4191.02 | 1.63 | | 买二 | 机构专用 | 3949.19 | 1304.84 | | 买三 | 深股通专用 | 2400.06 | 3389.44 | | 买四 | 国泰海通证券 ...

证券之星消息，12月19日塑料板块较上一交易日上涨1.32%，神剑股份领涨。当日上证指数报收于 3890.45，上涨0.36%。深证成指报收于13140.22，上涨0.66%。塑料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002361 | 神剑股份 | 8.17 | 9.96% | 250.71万 | | 19.86亿 | | 603879 | 永悦科技 | 5.69 | 5.57% | 21.26万 | | 1.18亿 | | 300806 | 斯迪克 | 28.05 | 5.02% | 18.28万 | | 5.12亿 | | 603150 | 万朗薇塑 | 38.28 | 3.60% | 4.47万 | | 1.71亿 | | 301131 | 聚塞龙 | 45.71 | 3.53% | 8499.0 | 3834.65万 | | | 301216 | 万凯新材 | 17.12 | 3.51% | 5.82万 | 9788.23万 | | | 6 ...

Core Viewpoint - The market experienced a rebound with the Shanghai Composite Index rising by 0.36%, the Shenzhen Component Index increasing by 0.66%, and the ChiNext Index up by 0.49%. The trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion, an increase of 704 billion compared to the previous trading day. [1] Market Performance - The market saw rapid rotation of hotspots, with nearly 4,500 stocks rising, although some high-position stocks like Dongbai Group and Pingtan Development faced significant declines towards the end of the trading session. [1] - The Hainan sector surged in the afternoon, with stocks like Hainan Haiyao and Hainan Qiche Group hitting the daily limit. [1][2] - The consumer sector remained strong throughout the day, particularly in retail and dairy, with stocks such as Shanghai Jiubai and Zhuangyuan Pastoral reaching the daily limit. [1][2] Sector Analysis - The Hainan sector is benefiting from the implementation of the Hainan Free Trade Port's full island closure operation, which is expected to attract new industries and increase consumer traffic, providing growth opportunities for businesses in the region. [2] - The consumer sector is supported by recent national policies aimed at expanding domestic demand, which are expected to accelerate the transformation and upgrading of the retail industry. [2] - The smart driving concept stocks saw renewed strength, with companies like Zhejiang Shibao and Luchang Technology hitting the daily limit, following the announcement of the first batch of L3-level conditional autonomous driving vehicle permits by the Ministry of Industry and Information Technology. [3][6] Individual Stock Performance - Over 4,400 stocks closed in the green, with nearly 100 stocks rising over 9%. The consumer sector continued its strong performance, with multiple stocks achieving consecutive limit-ups. [5] - The commercial aerospace sector remained active, with stocks like Xibu Materials and Shenjian Co. also hitting the daily limit, although some popular stocks faced adjustments. [5] Future Market Outlook - The market is expected to face a new round of directional choices, with the Shanghai Composite Index showing relative strength. The focus will be on whether it can maintain its position above the 30-day moving average. [7][8] - Structural opportunities are anticipated, emphasizing the importance of capturing the rotation rhythm among popular themes. [8]