Market Performance - The component sector increased by 4.81% compared to the previous trading day, with Nanya Technology leading the gains [1] - The Shanghai Composite Index closed at 3917.36, up 0.69%, while the Shenzhen Component Index closed at 13332.73, up 1.47% [1] Top Gainers in the Component Sector - Nanya Technology (Code: 6158889) closed at 65.65, up 9.84% with a trading volume of 78,800 shares and a transaction value of 502 million [1] - Jingwang Electronics (Code: 603228) closed at 72.87, up 8.86% with a trading volume of 476,000 shares and a transaction value of 3.396 billion [1] - Mingyang Circuit (Code: 300739) closed at 18.11, up 8.70% with a trading volume of 420,100 shares and a transaction value of 751 million [1] - Shengyi Technology (Code: 600183) closed at 65.57, up 8.51% with a trading volume of 510,200 shares and a transaction value of 3.269 billion [1] - Dongshan Precision (Code: 002384) closed at 81.82, up 8.20% with a trading volume of 606,100 shares and a transaction value of 4.878 billion [1] Market Capital Flow - The component sector saw a net inflow of 2.45 billion from major funds, while retail investors experienced a net outflow of 1.027 billion [2] - Major funds showed a significant interest in stocks like Huadian Technology (Code: 002463) and Shengyi Technology (Code: 600183), with net inflows of 464.1 million and 425 million respectively [3] - Retail investors showed a net outflow in several stocks, indicating a cautious sentiment among smaller investors [3]

12月19日，沪电股份跌0.87%，成交额26.14亿元。两融数据显示，当日沪电股份获融资买入额2.30亿 元，融资偿还3.03亿元，融资净买入-7289.94万元。截至12月19日，沪电股份融资融券余额合计31.90亿 元。 融资方面，沪电股份当日融资买入2.30亿元。当前融资余额31.75亿元，占流通市值的2.44%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，沪电股份12月19日融券偿还2.64万股，融券卖出7.90万股，按当日收盘价计算，卖出金额 533.41万元；融券余量21.54万股，融券余额1454.38万元，超过近一年80%分位水平，处于高位。 分红方面，沪电股份A股上市后累计派现41.12亿元。近三年，累计派现22.04亿元。 机构持仓方面，截止2025年9月30日，沪电股份十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1.41亿股，相比上期增加1724.42万股。华泰柏瑞沪深300ETF（510300）位居第四大流通 股东，持股2300.39万股，相比上期减少103.66万股。易方达上证50增强A（110003）位居第六大流通股 东，持股1760.16万股，相 ...

| 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 | | ...

Market Overview - The Shanghai Composite Index rose by 0.16% while the Shenzhen Component Index fell by 1.29% and the ChiNext Index decreased by 2.17% [1] - The total market turnover was 1,672.2 billion yuan, a decrease of 162.1 billion yuan compared to the previous day [1] Sector Performance - The healthcare and commercial aerospace sectors were active, with the healthcare sector showing strength [2] - Huaren Health (301408) hit the daily limit up of 20%, while other stocks like Luyan Pharmaceutical (002788) and Zhongyao Holdings (000950) also reached the daily limit [2] - The commercial aerospace sector performed strongly, with stocks like Tianyin Electromechanical (300342) and Aerospace Huanyu rising over 10%, and others like Shunhao Co. (002565) and Shenjian Co. (002361) hitting the daily limit [2] - The PCB sector experienced a correction, with stocks such as Huitian Co. (002463) and Shengyi Technology (600183) dropping over 5%, and Dongshan Precision (002384) falling over 6% [2] - The battery sector also saw a decline, with Huasheng Lithium Battery dropping over 10%, and Haike New Energy (301292) and Tianhua New Energy (300390) falling over 5% [2]

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 ...