格隆汇12月31日丨雪人集团(002639.SZ)在互动平台表示，公司的产品（如制冷及热泵设备）在工作过 程中并不直接产生二氧化碳。并且，公司可为CCUS（二氧化碳捕集利用封存）项目提供产品与技术， 已帮助多个行业的客户减少碳排放以及实现二氧化碳的资源化利用。此外，二氧化碳本身也是一种环保 的天然制冷剂，已被我们应用于制冷与热泵设备中。 ...

格隆汇12月31日丨雪人集团(002639.SZ)在互动平台表示，公司的产品（如制冷及热泵设备）在工作过 程中并不直接产生二氧化碳。并且，公司可为CCUS（二氧化碳捕集利用封存）项目提供产品与技术， 已帮助多个行业的客户减少碳排放以及实现二氧化碳的资源化利用。此外，二氧化碳本身也是一种环保 的天然制冷剂，已被我们应用于制冷与热泵设备中。 ...

格隆汇12月31日丨雪人集团(002639.SZ)在互动平台表示，公司制冷压缩机与机组可作为液冷服务器的 配套冷源。该类业务收入占公司营业总收入比例较小，敬请广大投资者注意二级市场交易风险，理性投 资决策，避免因概念炒作造成投资损失。 ...

12月29日，雪人集团跌5.78%，成交额43.72亿元。两融数据显示，当日雪人集团获融资买入额3.29亿 元，融资偿还3.30亿元，融资净买入-158.37万元。截至12月29日，雪人集团融资融券余额合计9.15亿 元。 融资方面，雪人集团当日融资买入3.29亿元。当前融资余额9.14亿元，占流通市值的6.10%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，雪人集团12月29日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量6.18万股，融券余额119.89万元，超过近一年90%分位水平，处于高位。 截至11月28日，雪人集团股东户数16.81万，较上期减少18.42%；人均流通股3869股，较上期增加 22.58%。2025年1月-9月，雪人集团实现营业收入16.31亿元，同比增长24.26%；归母净利润3916.52万 元，同比增长16.63%。 分红方面，雪人集团A股上市后累计派现7442.04万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，雪人集团十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股836.2 ...

Group 1 - The core viewpoint of the news is that Xue Ren Group's stock has experienced significant fluctuations, with a year-to-date increase of 189.64% and recent trading activity indicating a mixed sentiment among investors [1] - As of December 29, Xue Ren Group's stock price was 19.84 yuan per share, with a total market capitalization of 15.328 billion yuan [1] - The company has seen a net outflow of main funds amounting to 28.916 million yuan, with large orders showing a buy of 45.557 million yuan and a sell of 74.530 million yuan [1] Group 2 - Xue Ren Group, established on March 9, 2000, and listed on December 5, 2011, specializes in ice-making equipment and systems, including research, production, and sales [2] - The company's main business revenue composition includes 70.80% from product sales, 23.22% from technical services, 5.56% from engineering construction, and 0.41% from other businesses [2] - As of November 28, the number of shareholders in Xue Ren Group was 168,100, a decrease of 18.42% from the previous period, with an average of 3,869 circulating shares per person, an increase of 22.58% [2] Group 3 - Xue Ren Group has distributed a total of 74.4204 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 8.3623 million shares, a decrease of 6.0106 million shares from the previous period [3]

Core Insights - The main market saw a net inflow of 1.042 billion yuan as of December 19, with significant capital flowing into various sectors [1] Group 1: Sector Performance - The top sectors by net inflow were: - Automotive Parts with 3.279 billion yuan and a price increase of 2.56% [2] - General Equipment with 1.841 billion yuan and a price increase of 1.75% [2] - Commercial Retail with 1.030 billion yuan and a price increase of 3.83% [2] - Communication Equipment with 0.874 billion yuan and a price increase of 1.28% [2] - Specialized Equipment with 0.710 billion yuan and a price increase of 1.41% [2] - Software Development with 0.541 billion yuan and a price increase of 1.19% [2] - Tourism and Hotels with 0.517 billion yuan and a price increase of 1.45% [3] - Power Equipment with 0.395 billion yuan and a price increase of 1.46% [3] - Insurance with 0.337 billion yuan and a slight decrease of 0.17% [3] - Professional Services with 0.310 billion yuan and a price increase of 1.89% [3] Group 2: Notable Companies - Leading companies by net inflow in their respective sectors included: - Shanzi Gaoke in Automotive Parts [2] - Xue Ren Group in General Equipment [2] - Yonghui Supermarket in Commercial Retail [2] - Xinye Sheng in Communication Equipment [2] - Aerospace Power in Specialized Equipment [2] - Yingshisheng in Software Development [2] - China Duty Free in Tourism and Hotels [3] - Hailu Heavy Industry in Power Equipment [3] - Ping An Insurance in Insurance [3] - Aerospace Engineering in Professional Services [3]

12月24日，上证指数上涨0.53%，深证成指上涨0.88%，创业板指上涨0.77%。盘后龙虎榜数据显示，共有52只个 股因当日异动登上龙虎榜，资金净流入最多的是天银机电（300342.SZ），达3.44亿元。 据21投资通智能监测，31只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及25只。 3.44亿资金抢筹天银机电，2.05亿资金出逃雪人集团 52只上榜的龙虎榜个股中，27只个股被净买入，25只个股被净卖出。其中，资金净买入最多的是天银机电，达 3.44亿元，占总成交金额的7.99%。天银机电当日收盘上涨17.21%，换手率为36%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 天银机电 | 17.21% | 34383 | 7.99% | 36% | 5家机构买入,成功 | | | | | | | 率41.24% | | 天际股份 | 10% | 28246 | 4.28% | 31.76% | 1家机构买入,成功 | | | ...

截至11月28日，雪人集团股东户数16.81万，较上期减少18.42%；人均流通股3869股，较上期增加 22.58%。2025年1月-9月，雪人集团实现营业收入16.31亿元，同比增长24.26%；归母净利润3916.52万 元，同比增长16.63%。 12月23日，雪人集团盘中下跌2.11%，截至10:09，报19.02元/股，成交16.14亿元，换手率12.76%，总市 值146.95亿元。 分红方面，雪人集团A股上市后累计派现7442.04万元。近三年，累计派现0.00元。 资金流向方面，主力资金净流出7080.62万元，特大单买入1.95亿元，占比12.06%，卖出2.13亿元，占比 13.19%；大单买入2.69亿元，占比16.64%，卖出3.21亿元，占比19.90%。 机构持仓方面，截止2025年9月30日，雪人集团十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股836.23万股，相比上期减少601.06万股。 雪人集团今年以来股价涨177.66%，近5个交易日跌0.42%，近20日涨33.19%，近60日涨79.10%。 责任编辑：小浪快报 今年以来雪人集团已经36次登上龙虎榜 ...

Core Viewpoint - On December 22, the Shanghai Composite Index rose by 0.69%, with institutional investors appearing on the trading lists of 28 stocks, net buying 11 and net selling 17 [1][2]. Institutional Trading Summary - Institutional investors had the highest net buying in Shennong Agricultural, which closed at the daily limit with a turnover rate of 45.52% and a transaction amount of 2.72 billion [2]. - Xue Ren Group saw a decline of 4.47% with a turnover rate of 44.90% and a transaction amount of 5.78 billion, with institutions net buying 1.71 billion [2]. - Aisen Co., Ltd. increased by 18.65% with a turnover rate of 24.30% and a transaction amount of 906 million, with institutions net buying 1.68 billion [2]. Market Performance - The average increase of stocks with institutional net buying was 3.81%, outperforming the Shanghai Composite Index [3]. - Stocks like Shennong Agricultural and Kema Technology showed strong performance, closing at the daily limit [3]. - Historical data indicates that stocks with institutional net buying have a 48.07% probability of rising the next day and a 43.16% probability of increasing over the next three days [3]. Net Selling Summary - The stock with the highest net selling by institutions was Tongyu Communication, which had a turnover rate of 44.35% and a price deviation of 8.87%, with institutions net selling 1.20 billion [3]. - Jingzhida, which increased by 19.96%, also saw significant net selling from institutions totaling 9620.62 million [3]. Deep and Shanghai Stock Connect - On December 22, 20 stocks on the trading list had appearances from Deep and Shanghai Stock Connect, with net buying in stocks like Jingzhida and Baiyin Youse totaling 1.20 billion and 906.78 million respectively [7]. - Stocks such as Huaren Health and Bona Film saw net selling from Deep and Shanghai Stock Connect, with amounts of 2511.79 million and 1982.37 million respectively [7].

Market Overview - The Shanghai Composite Index rose by 0.69% to 3917 points on December 22, with significant gains in the Hainan sector driven by the duty-free concept, while the SPD concept declined, leading to notable losses in the millet economy and banking sectors [1]. High-Performing Stocks - Victory Energy achieved a seven-day consecutive rise, with a price increase of 49.98% to 28.75, attributed to control changes and developments in robotics [3][4]. - Jia Mei Packaging recorded a 10.05% increase, reaching 6.68, benefiting from control changes and its position as a leader in three-piece cans [4]. - Zhuangyuan Pasture and Luyuan Pharmaceutical both saw a 10.04% increase, with prices at 15.02 and 20.09% respectively, driven by the dairy and pet economy [4]. - Changfei Fiber and Shenjian Co. also performed well, with increases of 10% and 10.04% respectively, supported by advancements in optical fiber technology and commercial aerospace [4]. Trading Activity - The top three net buying stocks on the Dragon and Tiger list were Shanzi Gaokao, Haima Automobile, and Shennong Seed Industry, with net purchases of 688 million, 302 million, and 260 million respectively [5][6]. - Conversely, the top three net selling stocks included Wangzi New Materials, Xue Ren Group, and Central Mall, with net sales of 192 million, 111 million, and 88 million respectively [7]. Company Highlights - Snowman Group reported a total revenue of 1.631 billion yuan, a year-on-year increase of 24.26%, and a net profit of 39.17 million yuan, up 16.63%, indicating steady growth in both revenue and profit [19]. - The company is recognized as a leading manufacturer of ice-making systems and is actively expanding into the fuel cell industry, showcasing its diversified technological advantages [19]. - The company has also established a partnership for drug promotion and raw material supply, highlighting its advantages in the industry chain [12]. Stock Performance - Haima Automobile reached a daily limit increase with a turnover rate of 17.18% and a transaction volume of 2.577 billion yuan, with a net purchase of 302 million from the Dragon and Tiger list [20]. - Shenjian Co. also hit the daily limit, with a turnover rate of 31.53% and a transaction volume of 2.225 billion yuan, despite a net sell-off of 40.25 million by institutions [20].