| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603986 | 兆易创新 | 6.07 | 6.27 | 86000.85 | | 002654 | 万润科技 | 7.57 | 13.20 | 40611.05 | | 300456 | 赛微电子 | 7.96 | 18.76 | 21303.88 | | 688110 | 东芯股份 | 7.00 | 5.54 | 19792.46 | | 001309 | 德明利 | 0.63 | 7.12 | 17120.08 | | 002049 | 紫光国微 | 1.91 | 2.57 | 15893.00 | | 301308 | 江波龙 | 2.89 | 5.51 | 12370.48 | | 688525 | 佰维存储 | 1.44 | 4.58 | 10610.25 | | 300102 | 乾照光电 | 2.51 | 19.44 | 10225.59 | | 300285 | 国瓷材料 | -0.42 | 6.61 | 9939.65 | | ...

每经AI快讯，12月18日，截至收盘，上证指数涨0.16%，深证成指跌1.29%，创业板指跌2.17%，北证50 跌0.51%。全市场成交额16722亿元，较上日成交额缩量1621亿元。 盘面上，医疗商业板块走强，华人健康（301408）20CM涨停，鹭燕医药（002788）、重药控股 （000950）等数只个股涨停。商业航天板块表现强势，天银机电（300342）、航天环宇、铂力特等数只 个股涨超10%，顺灏股份（002565）、神剑股份（002361）等数只个股涨停。PCB板块调整，沪电股份 （002463）、生益电子、生益科技（600183）跌超5%，东山精密（002384）跌超6%。电池板块调整， 华盛锂电跌超10%，海科新源（301292）、天华新能（300390）跌超5%。 板块题材上，医疗商业、商业航天板块活跃，PCB、电池板块调整。 ...

数据显示，泰信基金旗下1只基金重仓沪电股份。泰信低碳经济混合发起式A（013469）三季度增持5.28 万股，持有股数15.26万股，占基金净值比例为9.94%，位居第一大重仓股。根据测算，今日浮亏损失约 55.99万元。 资料显示，沪士电子股份有限公司位于江苏省昆山市玉山镇东龙路1号,香港铜锣湾勿地臣街1号时代广 场2座31楼，成立日期1992年4月14日，上市日期2010年8月18日，公司主营业务涉及印制电路板的研 发、生产和销售。主营业务收入构成为：PCB业务收入95.98%，其他(补充)4.02%。 从基金十大重仓股角度 12月18日，沪电股份跌5.1%，截至发稿，报68.33元/股，成交27.80亿元，换手率2.09%，总市值1314.92 亿元。 截至发稿，吴秉韬累计任职时间6年149天，现任基金资产总规模2.5亿元，任职期间最佳基金回报 183.54%， 任职期间最差基金回报-31.65%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 ...

Core Insights - The public fund industry is experiencing intense competition as the year-end ranking battle heats up, with 67 funds achieving over 100% annual returns as of December 12, 2025, including 57 active equity funds entering the "doubling club" [1][2] - Yongying Technology Smart Selection Mixed A Fund has a significant lead with an annual return of approximately 215.58%, almost securing the top position [1][2] Fund Performance - Yongying Technology Smart Selection Mixed A ranks first with a return of 215.58%, while Zhonghang Opportunity Leading A follows in second place with a return of 159.95%, showing a notable gap of about 55 percentage points [2] - The third place, Everbright Baodexin Sunshine Intelligent Manufacturing Mixed D, has a return of 157.46%, only 1.5 percentage points behind the second place [2] - The fourth to sixth places have returns concentrated in the range of 131%-140%, indicating potential volatility in rankings as slight fluctuations in net value could lead to reshuffling [3] Fund Holdings and Strategy - Yongying Technology Smart Selection Mixed A has a high concentration strategy, with its top ten holdings accounting for 73.25% of the fund's net value, featuring stocks like Xinyi Sheng (9.76%) and Zhongji Xuchuang (9.48%) [4][5] - The fund's portfolio is aligned with strong technology themes, including computing power chains and optical modules, which have seen significant growth in 2025, with related indices rising 93.83% and 172.08% respectively [5] - The fund's performance is attributed to its high concentration in key stocks, with the top ten holdings reflecting a strategic focus on high-growth sectors [6] Fund Growth and Investor Interest - Since its establishment on October 30, 2024, Yongying Technology Smart Selection Mixed A has seen its scale expand from 1.166 billion to 11.521 billion yuan by September 30, 2025, marking nearly a tenfold increase [7] - The proportion of individual investors in the fund surged from 21.78% at the end of December 2024 to 87.24% by June 2025, indicating strong retail investor interest [7][10]

Group 1 - Unicom Guowei has established a Central Research Institute focusing on the development of edge AI chips for applications in autonomous driving, embodied robots, and low-altitude flying vehicles [2] - The research will also include new types of storage devices based on two-dimensional materials and high-performance special sensor chips [2] - Aerospace Electronics plans to increase its investment in Aerospace Long March Rocket Technology Co., Ltd. by 728 million yuan, maintaining the existing shareholding structure [3] Group 2 - Aerospace Rainbow successfully completed the first flight test of its self-developed Rainbow-7 high-altitude, high-speed, long-endurance drone, achieving all preset parameters [4] - The project is still in the research and testing phase, with further rigorous testing and validation required before mass production [4] Group 3 - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to 1.365 billion USD in milestone payments [5] - The agreement includes an initial payment of 120 million USD and additional milestone payments related to development and commercialization [5] Group 4 - TCL Technology plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan, increasing its ownership from 84.2105% to 94.9761% [26] - This acquisition aims to enhance TCL's competitiveness and profitability in the semiconductor display industry [26] Group 5 - Zhongmin Resources announced the successful ignition of its Tsumeb smelting plant's multi-metal comprehensive recycling project, with an annual processing capacity of 80,000 tons [11] - The project will produce various products, including germanium ingots and zinc ingots, with a design capacity of 33 tons/year for germanium [11] Group 6 - Xinhua Insurance reported a 16% year-on-year increase in original insurance premium income, totaling 188.85 billion yuan from January to November 2025 [43] - This growth reflects the company's strong performance in the insurance market [43]

智通财经APP讯，沪电股份(002463.SZ)公告，公司已于2025年11月28日向中国香港联交所递交了发行H 股股票并在香港联交所主板挂牌上市的申请。公司根据相关规定已向中国证券监督管理委员会报送了本 次发行上市的备案申请材料并于近日获中国证监会接收。 ...

沪电股份（002463）(002463.SZ)公告，公司已于2025年11月28日向中国香港联交所递交了发行H股股票 并在香港联交所主板挂牌上市的申请。公司根据相关规定已向中国证券监督管理委员会报送了本次发行 上市的备案申请材料并于近日获中国证监会接收。 ...

沪士电子股份有限公司关于发行境外上市股份（H 股）备案申请材料获中国证监会接收的公告 证券代码：002463 证券简称：沪电股份 公告编号：2025-077 沪士电子股份有限公司 二○二五年十二月十六日 沪士电子股份有限公司（下称"公司"）已于 2025 年 11 月 28 日向香港联合交 易所有限公司（下称"香港联交所"）递交了发行 H 股股票并在香港联交所主板挂 牌上市（下称"本次发行上市"）的申请，并于同日在香港联交所网站刊登了本次 发行上市的申请资料。具体内容详见 2025 年 12 月 1 日公司在指定披露信息的媒体 《证券时报》和巨潮资讯网（www.cninfo.com.cn）披露的《关于向香港联交所递交 H 股发行上市申请并刊发申请资料的公告》（公告编号：2025-076）。 公司根据相关规定已向中国证券监督管理委员会（下称"中国证监会"）报送 了本次发行上市的备案申请材料并于近日获中国证监会接收。 公司本次发行上市尚需取得中国证监会、香港证券及期货事务监察委员会和香 港联交所等相关政府机关、监管机构、证券交易所的批准、核准或备案，该事项仍 存在不确定性。公司将根据该事项的进展情况及时履行信息披 ...

沪电股份公告，公司已于2025年11月28日向香港联交所递交了发行H股股票并在香港联交所主板挂牌上 市的申请。根据相关规定，公司已向中国证监会报送了本次发行上市的备案申请材料并于近日获中国证 监会接收。本次发行上市尚需取得中国证监会、香港证券及期货事务监察委员会和香港联交所等相关监 管机构的批准、核准或备案。 ...

Investment Rating - The report maintains a "Buy" rating for key companies in the optical communication sector, including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [5][10]. Core Insights - The optical isolator is a critical passive device in optical communication systems, relying on the combination of polarizers and Faraday plates. There is a significant technological dependency and supply gap in the upstream manufacturing of these core components, particularly in high-end Faraday magnetic optical materials, which has become a bottleneck for industry development [1][19]. - The report highlights the low domestic production rate of core materials for polarizers, which are monopolized by Japanese and Korean suppliers, indicating a need for increased localization [3][21]. - The global shortage of Faraday plates is a critical issue, as their complex material growth and precision processing are dominated by a few companies in the US and Japan, leading to supply constraints that hinder the expansion of isolators and high-speed optical modules [4][22][23]. Summary by Sections Investment Strategy - The report suggests focusing on the upstream gaps in isolators, particularly polarizers and Faraday plates, and recommends companies like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication for investment [8][24]. Market Review - The communication sector has seen an increase, with optical communication performing particularly well, as indicated by various indices showing significant growth [15][18]. Supply Chain Dynamics - In 2024, China's production capacity for polarizers is expected to account for approximately 73% of the global market, yet the localization rate of core materials remains below 10%, posing challenges to supply chain stability [6][7][24]. Key Companies to Watch - The report identifies several key companies to monitor within the optical communication and related sectors, including Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and others involved in the supply chain [8][9][24].