Group 1: Market Overview - The total trading volume of Shanghai and Shenzhen Stock Connect reached 179.76 billion, with Industrial Fulian and Zhongji Xuchuang leading in trading volume for Shanghai and Shenzhen respectively [1][2] - The total trading amount for Shanghai Stock Connect was 81.04 billion, while Shenzhen Stock Connect was 98.72 billion [2][3] Group 2: Sector Performance - The agriculture, forestry, animal husbandry, and fishery sector saw the highest net inflow of main funds, amounting to 6.77 billion, with a net inflow rate of 2.55% [6][7] - The electronic sector experienced the largest net outflow of main funds, totaling -73.87 billion, with a net outflow rate of -2.43% [7][8] Group 3: Individual Stock Activity - Industrial Fulian had the highest net inflow of main funds at 11.12 billion, with a net inflow rate of 8.69% [9] - Zhongxing Communications faced the largest net outflow of main funds at -30.08 billion, with a net outflow rate of -14.84% [10][11] Group 4: ETF Trading - The A500 ETF Fund (512050) had the highest trading amount at 54.125 billion, while the Zhongzheng A500 ETF ranked second with 44.341 billion [13] - The Sci-Tech 100 Index ETF (588030) saw a significant increase in trading volume, with a 193.44% growth compared to the previous trading day [14] Group 5: Institutional and Retail Activity - Aerospace development stocks saw multiple institutions buying in, with Aerospace Development receiving 1.67 billion from two institutions [16] - Retail investors were active, with a notable purchase of 3.56 billion in Lei Ke Defense by a prominent retail investor seat [19]

共36只个股出现了机构的身影。 当天机构净卖出前三的股票分别是招商轮船、梦天家居、世联行，净流出金额分别是9999万元、9286万 元、6034万元。 | | 吃原管 12.02 | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 航天发展 | 10.03% | 16737.82 | | 顺灏股份 | 9.97% | 15048.28 | | 国风新材 | 10.01% | 11864.08 | | 塞微电子 | 15.27% | 11317.67 | | 广和通 | 6.24% | 10415.62 | | 恒锋信息 | 12.12% | 8739.66 | | 雷科防务 | 9.96% | 4826.33 | | 特发信息 | 3.88% | 4176.01 | | 菲菱科思 | 20.00% | 2414.25 | | 道明光学 | 10.01% | 2305.42 | | 冰山冷热 | 10.04% | 2000.16 | | 威领股份 | -3.67% | 1765.75 | | 海王生物 | 9.89% | 1646.97 | | 佛塑科技 ...

Core Viewpoint - Shunhao Co., Ltd. (002565.SZ) experienced a significant stock price fluctuation, with a cumulative increase of over 20% in closing prices over two consecutive trading days on December 1 and 2, 2025, indicating abnormal trading activity [2] Company Summary - The company invested 110 million RMB in Beijing Rail Chuang Technology Co., Ltd. (referred to as "Rail Chuang") in June 2025, acquiring a 19.30% stake [2] - Rail Chuang's primary business involves launching computing power satellites into the dawn-dusk orbit to establish a space data center, providing computing power services to clients [2] - Rail Chuang's operational scope includes satellite technology integration, satellite navigation services, and manufacturing and sales of satellite mobile communication terminals [2] Industry Summary - There is currently no synergy between the existing business of Shunhao Co., Ltd. and the operations of Rail Chuang [2] - Rail Chuang's business is subject to risks from macroeconomic factors, industry policies, and market environment changes, with potential challenges in industrialization and commercialization timelines [2] - Rail Chuang's "Tiansu Tiansuan" business may have clear commercial value within the next five years, while the "Dishu Tiansuan" business could gradually gain competitive advantages against ground data centers over the next 5-10 years [2]

Core Viewpoint - The company, Shunhao Co., Ltd. (002565), has noted significant stock price fluctuations in "commercial aerospace concept stocks" due to recent policies and events related to commercial aerospace [1] Investment in Technology - In June 2025, the company plans to invest 110 million yuan in Beijing Orbit Chengguang Technology Co., Ltd. (referred to as "Orbit Chengguang"), acquiring a 19.3% stake [1] - Orbit Chengguang's primary business involves launching computing power satellites into dawn-dusk orbits to establish a space data center, providing computing power services to clients [1] Business Synergy and Risks - The company's existing business does not currently have synergies with Orbit Chengguang's operations [1] - Orbit Chengguang's business is subject to macroeconomic factors, industry policies, and market environment changes, which may lead to risks associated with long industrialization and commercialization cycles, as well as potential underperformance [1] Future Business Potential - The "Tianshu Tiansuan" business of Orbit Chengguang may have clear commercial value within the next five years, while the "Dishu Tiansuan" business could gradually develop competitive advantages against ground data centers over the next 5 to 10 years [1] Impact on Company Performance - The aforementioned matters are expected to have a minimal impact on the company's operating performance in 2025, as the relevant industry development is still in its early stages [1] - The company advises investors to be cautious of stock market trading risks and to make prudent investment decisions [1]

证券代码：002565 证券简称：顺灏股份 公告编号：2025-062 上海顺灏新材料科技股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动情况介绍 上海顺灏新材料科技股份有限公司（以下简称"公司"）股票（证券简称： 顺灏股份，证券代码：002565）于 2025 年 12 月 1 日、12 月 2 日连续 2 个交易日 内收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的有关规 定，属于股票交易异常波动的情形。 二、公司关注、核实情况说明 针对公司股票交易异常波动情况，公司董事会就相关事项进行了自查，并且 通过函件向公司控股股东、实际控制人及其一致行动人就相关事项进行了核实， 现就有关情况说明如下： 1、经自查，截至本公告披露日公司前期所披露的信息，不存在需要更正、补 充之处； 2、公司未发现近期公共传媒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； 3、经自查，近期公司经营情况正常，公司经营情况及内外部经营环境未发生 重大变化； 5、经核查，控股股东、实际控制人及其 ...

Core Viewpoint - The stock of Shunhao Co., Ltd. (002565.SZ) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on December 1 and 2, 2025 [1] Company Summary - Shunhao Co., Ltd. invested 110 million RMB in Beijing Rail Chuang Technology Co., Ltd. (referred to as "Rail Chuang") in June 2025, acquiring a 19.30% stake [1] - Rail Chuang's primary business involves launching computing power satellites into the dawn-dusk orbit to establish a space data center, providing computing power services to clients [1] - The business scope of Rail Chuang includes satellite technology integration, satellite navigation services, satellite mobile communication terminal manufacturing, and sales [1] Industry Summary - There is currently no synergy between Shunhao's existing business and Rail Chuang's operations [1] - Rail Chuang's business is subject to risks from macroeconomic factors, industry policies, and market environment changes, with potential long industrialization and commercialization cycles [1] - Rail Chuang's "Tianshu Tiansuan" business may have clear commercial value within the next five years, while the "Dishu Tiansuan" business could gradually gain competitive advantages against ground data centers over the next 5-10 years [1]

Core Viewpoint - Shunhao Co., Ltd. announced abnormal stock price fluctuations due to a cumulative increase of over 20% in closing prices over two consecutive trading days, while confirming that its operational situation remains normal and unchanged [1] Company Summary - In June 2025, the company invested 110 million RMB in Beijing Rail Transit Technology Co., Ltd. (referred to as "Rail Transit"), acquiring a 19.30% stake [1] - Rail Transit focuses on launching computing power satellites into dawn-dusk orbits to establish space data centers, providing computing power services [1] - The business scope of Rail Transit includes satellite technology integration, satellite navigation services, and manufacturing and sales of satellite mobile communication terminals [1] Industry Summary - The existing business of the company does not have synergies with Rail Transit’s operations [1] - Rail Transit’s business is influenced by macroeconomic factors, industry policies, and market environment changes, with risks related to long industrialization and commercialization cycles [1] - Rail Transit’s "Tianshu Tiansuan" business may have clear commercial value within the next five years, while the "Dizhu Tiansuan" business could gradually gain competitive advantages against ground data centers in the next 5-10 years [1]

格隆汇12月2日｜顺灏股份公告称，公司股票于2025年12月1 - 2日连续2个交易日内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更正补充，经营正常，无应披露未披露重大事 项，控股股东等在异常波动期间无买卖公司股票情形。2025年6月，公司以1.1亿元投资轨道辰光，持股 19.30%。不过，公司现有业务与轨道辰光未产生协同效应，其业务存在产业化、商业化落地周期长及 不达预期风险，对2025年业绩影响较小。 ...

Core Viewpoint - The stock of Shunhao Co., Ltd. (002565.SZ) experienced significant volatility, with a cumulative closing price deviation exceeding 20% over two consecutive trading days, attributed to the rising interest in "commercial aerospace concept stocks" influenced by relevant policies and events [1] Company Summary - Shunhao Co., Ltd. invested 110 million RMB in Tiangong Chuangxin in June 2025, acquiring a 19.30% stake [1] - Tiangong Chuangxin's primary business involves launching computing power satellites into dawn-dusk orbits to establish a space data center, providing computing power services to clients [1] - The business scope of Tiangong Chuangxin includes satellite technology integration, satellite navigation services, and manufacturing and sales of satellite mobile communication terminals [1] Industry Summary - The existing business of Shunhao Co., Ltd. does not currently create synergies with Tiangong Chuangxin's operations [1] - Tiangong Chuangxin's business is subject to risks from macroeconomic factors, industry policies, and market environment changes, with potential challenges in commercialization and longer industrialization cycles [1] - The "Tianshu Tiansuan" business of Tiangong Chuangxin may have clear commercial value within the next five years, while the "Dizhu Tiansuan" business could gradually gain competitive advantages against ground data centers over the next 5-10 years [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 003018 | 金富科技 | 24.83 | 10.01% | 12.02万 | | 2.9867 | | 000812 | 陕西金叶 | 5.28 | 10.00% | 85.63万 | | 4.42 Z | | 002565 | 顺飘股份 | 9.71 | 9.97% | 244.36万 | | 22.78亿 | | 002969 | 嘉美包装 | 4.08 | 5.70% | 91.54万 | | 3.76亿 | | 002229 | 鸿博股份 | 17.01 | 5.59% | 98.37万 | | 16.96 Z | | 301355 | 南王科技 | 14.12 | 4.36% | 27.85万 | | 3.93亿 | | 300501 | 海顺新材 | 16.75 | 4.23% | 6.80万 | | 1.12亿 | | 002228 | 合兴包装 | 4.29 | 2.88% | 123.16万 | | 5.22 ...