格隆汇12月22日丨中国东方集团(00581.HK)发布公告，2025年12月22日，公司附属公司津西重工于深交 所进行场内交易，按每股约人民币15.46元(相当于每股约17.10港元)的平均价格，收购江苏神通 (002438.SZ)200万股股份(占本公告日期江苏神通已发行股份约0.39%)，总代价约为人民币3091万元(相 当于约3420万港元)。收购事项的总代价将以现金支付，并由集团内部资源全数拨付。紧接收购事项 后，集团持有总共900.35万股江苏神通股份(占本公告日期江苏神通已发行股份约1.77%)。 ...

Group 1 - Jiangsu Shentong's stock increased by 3.51% on December 19, with a trading volume of 383 million yuan [1] - The financing buy-in amount on December 19 was 60.29 million yuan, with a net financing buy of 11.15 million yuan, and the total financing and securities balance reached 743 million yuan [1] - The financing balance of Jiangsu Shentong accounts for 9.54% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of November 30, the number of shareholders for Jiangsu Shentong was 27,200, a decrease of 1.79%, while the average circulating shares per person increased by 1.82% to 17,250 shares [2] - For the period from January to September 2025, Jiangsu Shentong reported a revenue of 1.638 billion yuan, a year-on-year increase of 0.22%, and a net profit attributable to shareholders of 234 million yuan, up 2.86% year-on-year [2] Group 3 - Jiangsu Shentong has distributed a total of 369 million yuan in dividends since its A-share listing, with 195 million yuan distributed in the last three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 10.4045 million shares, an increase of 6.5399 million shares from the previous period [3]

Group 1 - The core idea of the news is the emphasis on enhancing the new type of national system to achieve breakthroughs in key core technologies across various fields, including integrated circuits and advanced materials [1][2][3] - The new type of national system is crucial for accelerating the establishment of a technology powerhouse in China, integrating government leadership with market mechanisms [1][5] - Experts from various sectors, including research institutions and enterprises, are providing suggestions on how to leverage this system for rapid technological advancements [1][2] Group 2 - The systematic approach of the new type of national system is highlighted through the successful implementation of the space science pilot project, which has created a closed-loop management system covering the entire cycle from planning to application [2][3] - The integration of scientific goals with engineering implementation has been achieved through innovative task systems, fostering a strong talent pool and enhancing the infrastructure for future projects [2][3] - The focus on original innovation and the encouragement of free exploration by scientists are essential for achieving significant theoretical breakthroughs and scientific discoveries [3][11] Group 3 - The case of the "Hualong One" nuclear power project illustrates the successful collaboration between private enterprises and state organizations under the new type of national system, leading to the development of advanced safety equipment [5][6] - The project faced challenges such as high technical requirements and funding issues, which were addressed through coordinated efforts among various stakeholders, showcasing the importance of collaborative innovation [6][5] - The new type of national system provides unprecedented strategic opportunities for private enterprises to participate in major technological projects, emphasizing their role in the national innovation framework [6][5] Group 4 - The aerospace sector is identified as a high-tech field that requires the full utilization of the advantages of the socialist system and a large-scale market to drive sustainable development [8][7] - The integration of traditional national aerospace capabilities with emerging commercial aerospace forces is essential for achieving significant advancements in the field [8][7] - The establishment of a new innovation development model that combines national guidance, local leadership, and market dominance is crucial for the aerospace industry's growth [8][7] Group 5 - The new type of national system is seen as a key mechanism for enhancing the level of technological self-reliance and self-improvement, focusing on mastering core technologies [10][9] - The successful development of ion membrane technology is presented as an example of how concentrated efforts can lead to significant advancements in industrial capabilities [10][9] - The emphasis on aligning scientific research with national needs is crucial for transforming laboratory breakthroughs into practical applications [10][11] Group 6 - The importance of strengthening the technology finance supply to support high-level technological self-reliance is highlighted, advocating for a shift towards knowledge value investment [12][13] - The role of state-owned financial institutions and government-guided funds is emphasized in driving the growth of strategic emerging industries [13][12] - The need for a well-functioning technology finance system that encourages investment in hard technology and facilitates the growth of innovative enterprises is underscored [13][12]

市场热点方面，军工股经过近4个月横盘整理，本周有再次突破向上的趋势，其中商业航天与可控核聚变两个细分 板块表现最为活跃。 商业航天板块指数继上周突破平台后，本周继续高开高走不断刷新历史纪录，12月以来5次创历史新高，该板块本 周日成交历史首次突破3000亿元，周成交也首次突破万亿元。 天力复合连续2日30%涨停，12月以来大涨逾120%；顺灏股份11日7涨停，龙洲股份8日7涨停，12月累计涨幅均超 或90%；航天动力6日4涨停，再升科技连续5涨停，西部材料6日4涨停，12月涨幅也均超过60%。 12月，我国航天火箭密集发射。10日，力箭一号遥十一运载火箭，成功将9颗卫星发射升空；6日，长征八号甲运 载火箭在海南商业航天发射场点火起飞；5日，快舟一号甲运载火箭，成功将交通VDES卫星A星、B星发射升空； 3日，朱雀三号遥一运载火箭在东风商业航天创新试验区发射升空。 证券时报记者 毛军 本周，A股小幅震荡，科技成长股表现优异，创业板指、科创50、北证50周线均连续3周上扬，大盘蓝筹股略有调 整，上证指数围绕3900点整固，上证50在3000点附近反复拉锯，沪深300亦在4600点反复争夺，周成交温和放大至 9.7 ...

周五，A股市场可控核聚变股掀起涨停潮。 其中，西部材料6天4板，华菱线缆、雪人集团2连板；天力复合30CM涨停，中洲特材20CM涨停。 光大证券指出，展望未来，国内聚变产业有望于2027年前后进入工程实验堆建设期，产业链上核心供应 商有望持续受益。 产业方面，据券商草根调研，继合肥的BEST项目后，江西"星火一号"与成都"先觉"等多个新项目已确 认将于年内启动前期招标。 中国西电、江苏神通、东方电气、海陆重工、四创电子、派克新材、安泰科技、国机重装、中国核建、 顺钠股份等10余股涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | 总市值 | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 50.84 | +14.04 | +30.00% | 66.29 Z | | 300963 | 中洲特材 | 23.39 | +3.90 | +20.01% | 107.3 Z | | 688102 | 斯瑞新材 | 34.45 | +5.15 | +17.58% | 266.5 Z | | 688719 | 爱科赛博 | 55.25 | +6.25 ...

证券日报网讯 12月11日，江苏神通在互动平台回答投资者提问时表示，公司严格按照相关法律法规及 时履行信息披露义务，截至目前，公司无应披露未披露信息。 （文章来源：证券日报） ...

格隆汇12月11日丨中国东方集团(00581.HK)发布公告，2025年12月11日，公司附属公司津西重工于深交 所进行场内交易，按每股约人民币14.73元(相当于每股约16.23港元)的平均价格，收购江苏神通 (002438.SZ)295万股股份(占本公告日期江苏神通已发行股份约0.58%)，总代价约为人民币4345万元(相 当于约4789万港元)。 收购事项的总代价将以现金支付，并由集团内部资源全数拨付。紧接收购事项后，集团持有总共700.35 万股江苏神通股份(占本公告日期江苏神通已发行股份约1.38%)。 ...

中国东方集团(00581)发布公告，于2025年12月11日，公司附属公司津西重工于深圳证券交易所进行场 内交易，按每股约人民币14.73元(相当于每股约16.23港元)的平均价格，收购江苏神通（002438）295万 股股份(占本公告日期江苏神通已发行股份约0.58%)，总代价约为人民币4345万元。收购事项的总代价 将以现金支付，并由集团内部资源全数拨付。紧接收购事项后，集团持有总共700.35万股江苏神通股份 (占本公告日期江苏神通已发行股份约1.38%)。 ...

12月11日，江苏神通大宗交易成交75.75万股，成交额999.9万元，占当日总成交额的5.08%，成交价13.2 元，较市场收盘价14.65元折价9.9%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-12-11 | 002438 | 江苏神通 | 13.20 | 75.75 | | 999.90 国信证券股份有限 公司青岛分公司 | 中航证券有限公司 杭州莫干山路证券 营补毁 | ...

证券日报网讯 12月8日，江苏神通在互动平台回答投资者提问时表示，随着公司持续发展，扩大出口、 走国际化道路是实现规模提升和技术进步的重要路径。公司将根据国内外市场竞争形势，积极拓展国际 外贸业务，目前市场渠道开拓工作正在稳步推进并取得了成效。未来，出口业务市场将重点关注海工及 石油炼化等领域。 （文章来源：证券日报） ...