New Stock Listings - Jingchuang Electric (920035) listed at an issuance price of 12.10 on December 2, 2025[1] - Tianpu Co., Ltd. (605255) is in the offer period from November 20 to December 19, 2025[1] Market Alerts - ST Suwu (600200) enters the delisting arrangement period starting December 9, 2025[1] - Jianglong Shipbuilding (300589) reported severe abnormal fluctuations[1] Recent Announcements - Multiple companies including Beida Pharmaceutical (000788) and ST Green Health (002868) have recent announcements regarding their stock activities[1] - A total of 30 companies have been flagged for abnormal trading activities in the last week[2]

Core Viewpoint - The company, Daoming Optics (002632.SZ), announced that it has not identified any undisclosed significant information that could have impacted its stock trading price, despite recent discussions in media and online forums regarding its business and products related to "AI smartphones" [1] Group 1 - The company has observed recent media and online discussions about its business related to "AI smartphones" [1] - The company clarifies that it currently does not have any business related to AI smartphones [1]

Market Overview - The plastic sector experienced a decline of 0.34% on December 2, with Weike Technology leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Top Gainers in the Plastic Sector - Ningbo Color Master (301019) saw a closing price of 26.94, with an increase of 11.00% and a trading volume of 186,700 shares, totaling 479 million yuan [1] - Daoming Optics (002632) closed at 15.05, up 10.01%, with a trading volume of 70,100 shares, amounting to 106 million yuan [1] - Guofeng New Materials (000859) closed at 9.23, also up 10.01%, with a trading volume of 1,470,200 shares, totaling 1.321 billion yuan [1] Top Decliners in the Plastic Sector - Weike Technology (301196) closed at 75.49, down 4.32%, with a trading volume of 42,100 shares, totaling 321 million yuan [2] - Foshan Plastics (000973) closed at 13.02, down 3.84%, with a trading volume of 1,276,000 shares, amounting to 1.708 billion yuan [2] - Fula New Materials (605488) closed at 33.79, down 3.32%, with a trading volume of 91,400 shares, totaling 311 million yuan [2] Capital Flow in the Plastic Sector - The plastic sector experienced a net outflow of 134 million yuan from institutional investors, while retail investors saw a net inflow of 42.5 million yuan [2][3] - Guofeng New Materials (000859) had a net inflow of 117 million yuan from institutional investors, but a net outflow of 69.87 million yuan from retail investors [3] - Ningbo Color Master (301019) recorded a net inflow of 41.51 million yuan from institutional investors, with a net outflow of 53.33 million yuan from retail investors [3]

Market Overview - A-shares experienced slight adjustments with the Shanghai Composite Index fiercely contesting around 3900 points, while over 4000 stocks declined and trading volume showed a shrinking trend [1] Consumer Electronics Sector - The consumer electronics sector continued to strengthen, with the sector index rising for six consecutive days. Notable stocks such as Tongyu Communication and Daoming Optics reached their daily limit for the fourth consecutive day [2] - Recent favorable policies include a joint implementation plan by six departments aiming to create three trillion-level consumption fields and ten hundred-billion-level consumption hotspots by 2027, with a focus on consumer electronics and smart wearable products [2] - Major companies are launching significant new products, including a new drone brand by Yingshi Innovation and AI glasses by Li Auto, Google, Alibaba, and Huawei, indicating strong industry momentum [3] - Institutional interest in consumer electronics stocks has surged, with companies like Luxshare Precision receiving attention from nearly 500 institutions in the past month, driven by recent policy boosts and product launches [3] Real Estate Sector - The real estate sector showed signs of strength, particularly in property management, which has seen a seven-day consecutive rise. Stocks like Suhao Huihong and Hengyin Technology reached their daily limit, with Suhao Huihong hitting a two-year high [4] - Recent policy optimizations in various cities, such as Chongqing and Hangzhou, aim to stimulate reasonable housing demand by easing housing fund withdrawal conditions and promoting the purchase of existing homes for affordable housing [4] - Despite ongoing downward trends in real estate sales, leading companies are expected to benefit from new inventory and increased market concentration, suggesting a potential for structural trading opportunities in the sector [4]

今日（12月2日）早间，A股小幅调整，上证指数围绕3900点展开激烈争夺，北证50坚守1400点，深证成指、创业板指、科创50等微幅飘绿。全市场超 4000只个股下跌，成交呈萎缩趋势。 | 代码 | 名称 | | 最新 | 涨幅 | | --- | --- | --- | --- | --- | | 399001 | 深证成指 | | 13045.95 | -0.77% | | 000001 | 上证指数 | 9 | 3892.55 | -0.55% | | 399006 | 创业板指 | | 3065.15 | -0.88% | | 000016 | 上证50 | | 2975.03 | -0.62% | | 000300 | 沪深300 | | 4548.78 | -0.61% | | 000688 | 科创50 | | 1320.97 | -1.18% | | 899050 | 北证50 | . . | 1404.73 | -0.29% | 盘面上，林业、消费电子、房地产服务、石油化工等板块涨幅居前，教育培训、电机制造、能源金属、BC电池等板块跌幅居前。 消费电子新品密集发布 消费电子股早间继续走强，板 ...

机构表示，近期流感样病例占比快速爬坡，零售药店板块有望受益。流感病毒的高传染性催生用药刚 需，抗病毒药物(如奥司他韦等)需求提升；退烧药、止咳化痰药等对症品类则随轻症患者自我药疗需求 激增。同时，公众对防护的重视推高口罩、消毒液、免洗凝胶等消杀产品的复购率。 福建板块爆发 2日早盘，A股主要股指回落走低，市场整体疲弱；港股早盘一度冲高，随后震荡下探，恒生科技指数 翻绿。 具体来看，三大股指盘中震荡下探，截至午间收盘，沪指跌0.55%再度失守3900点，创业板指跌 0.88%，科创50指数跌超1%。 场内近4000股飘绿，有色、医药、券商、半导体等板块均走低。保险、煤炭板块逆市拉升；药店零售概 念逆市活跃，人民同泰（600829）、海王生物（000078）等涨停。福建本地股爆发，嘉戎技术 （301148）、海欣食品（002702）、平潭发展（000592）等涨停；消费电子概念延续强势，通宇通讯 （002792）、道明光学（002632）斩获4连板，瑞玛精密（002976）连续3日涨停。值得注意的是，多只 强势股受到资金追捧，连续封板，如金富科技（003018）已斩获7连板，海王生物、海欣食品双双收获5 连板。 ...

Group 1 - The AI smartphone concept stocks continue to be active, with Daoming Optics achieving a four-day consecutive rise [1] - Furong Technology has seen a two-day consecutive rise [1] - Other companies such as ZTE, Transsion Holdings, and Tianyin Holdings are also experiencing upward movement [1]

每经AI快讯，12月2日，AI手机概念股延续活跃，道明光学4连板，福蓉科技（维权）2连板，中兴通 讯、传音控股、天音控股跟涨。 每经AI快讯，12月2日，AI手机概念股延续活跃，道明光学4连板，福蓉科技（维权）2连板，中兴通 讯、传音控股、天音控股跟涨。 ...

Group 1 - The AI smartphone concept stocks are experiencing sustained activity, with companies like Da Ming Optics achieving a four-day consecutive rise [1] - Fu Rong Technology, which is currently under rights protection, has seen a two-day consecutive rise [1] - Other companies such as ZTE Corporation, Transsion Holdings, and Tianyin Holdings are also following the upward trend [1]

最近，科技圈和资本市场被一个话题点燃 ——AI 手机。搭载豆包手机助手技术预览版的努比亚工程样机小批量发售，直接把 AI 手 机推上风口浪尖，相关概念股一路狂飙，其中龙头道明光学更是豪取 4 连板 ，福蓉科技也收获 2 连板，中兴通讯、传音控股等产业 链公司股价纷纷跟涨，热闹非凡。 AI 手机爆火，绝非偶然，背后是消费者需求、技术发展、厂商推动等多股力量共同作用的结果。从消费者角度来说，大家早已不满 足于手机只是简单的通讯和娱乐工具，而是希望它能像私人助理一样，懂自己的需求，提供更加个性化、智能化的服务 。比如，工 作时能快速整理会议纪要、自动生成邮件回复；生活中能根据喜好推荐美食、旅游景点，帮助规划行程等。AI 手机恰恰能满足这些 期待，通过强大的 AI 算法和模型，分析用户的使用习惯、行为数据，实现更贴心的交互体验。 AI 手机的火爆，让我们看到了手机行业变革的曙光。它改变了手机行业的竞争格局，过去，手机厂商们主要在芯片性能、拍照像 素、屏幕素质等方面竞争，而现在，AI 技术成为了新的竞争焦点。那些能够在 AI 技术上取得突破，为用户提供更智能、更便捷体验 的厂商，将在未来的市场竞争中占据优势。 AI手机 ...