一、行情回顾 市场全天震荡分化，三大指数涨跌互现。算力硬件股延续强势，德科立、跃岭股份等多股涨停。福建板块持续走强，安记食品、龙洲股份等十余股封板。商 业航天概念继续活跃，陕西华达、航天长峰等涨停。下跌方面，海南自贸区板块走低，新大洲A跌停。个股跌多涨少，沪深京三市超4000股飘绿，今日成交 1.92万亿。 PCB板 舞画 环球网：特朗普宣布允许英伟达向中国出售H200芯片；行业称谷歌上调TPU需求，二 | 股票名称 | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | | 超声电子 | 15.96 | +9.99% | 11:12:45 | 10.74% | 85.70亿 | 公司是国内PCB龙 | | 000823.SZ | | | | | | 薄及特种覆铜板 | | | | | | | | 1、子公司天通精电 大会,展示商业卫星 | | 天通股份 | | | | | | 业供应链建设;2、 | | 600330.SS | 11.31 | +10.02% | 14:45:14 | ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 福建板块，热度持续！ 12月9日，福建板块部分个股再度异动，龙洲股份、厦门港务开盘后1分钟内就被资金封死涨停板，永辉 超市、欣贺股份、安记食品等股票也在盘中直线拉升至涨停板。截至券商中国记者发稿时，福建板块涨停 或涨超10%的个股有16只。 消息面上，12月9日，泉州"十五五"规划建议发布。其中提到，推动泉台基础设施应通尽通，做大石井对 台客货运枢纽，推进泉厦金高速公路等前期工作。 12月8日，厦门"十五五"规划建议发布。其中提到，探索建设具有自由港特征的经济特区，深入实施自由 贸易试验区提升战略。深入实施提振消费专项行动，构建国际能级、市级核心、区级中心、便民社区四级 商业体系，打造区域性国际消费中心城市。 集体异动 近期，福建板块反复活跃。12月9日盘中，该板块中的部分个股再度大涨。 鸿博股份、东百集团、昇兴股份、安妮股份开盘一字涨停，龙洲股份、厦门港务开盘1分钟内涨停。随 后，永辉超市、欣贺股份、安记食品、舒华体育、达华智能等公司也陆续涨停。午后，福建高速也一度直 线拉升，盘中触及涨停。 | 2 分时 1分钟 5 ...

Core Viewpoint - The A-share market is experiencing fluctuations, with the Fujian sector showing strength and the Korean National Pension Service selling US dollars to support the Korean won [1][2]. Group 1: Market Performance - On December 9, the A-share market showed mixed results, with the Shanghai Composite Index down by 0.37%, the Shenzhen Component Index down by 0.39%, and the ChiNext Index up by 0.61% [5][20]. - The computing hardware stocks continued to perform strongly, with companies like Dekeli and Yueling shares hitting the daily limit [6][21]. Group 2: Fujian Sector - The Fujian sector is gaining momentum, with over ten stocks, including Anji Food and Longzhou Co., hitting the daily limit. This is driven by the release of the 15th Five-Year Plan for economic and social development in Quanzhou, which emphasizes the construction of new infrastructure and digital transformation [20][22]. - The plan includes initiatives to optimize the layout of new infrastructure related to networks, computing power, and data, aiming to create a modern, efficient information network [22][23]. Group 3: Korean National Pension Service - The Korean National Pension Service (NPS) has been selling US dollars as part of a tactical foreign exchange hedging strategy to counter the recent depreciation of the Korean won. As of the end of September, NPS held approximately $542 billion in overseas assets [2][18]. - The maximum hedging ratio for NPS is about 15%, equivalent to approximately $81.3 billion, with tactical foreign exchange hedging allowing for adjustments within a ±5% range of its overseas asset portfolio [2][18]. Group 4: Polysilicon Market - On December 9, polysilicon futures contracts saw a significant increase, indicating a bullish trend in the market [26][28]. - The establishment of Beijing Guanghe Qiancheng Technology Co., Ltd., with a registered capital of 3 billion yuan, aims to explore strategic cooperation opportunities within the industry, potentially impacting polysilicon supply and pricing dynamics [29].

福建板块今天走强，安记食品6连板，龙洲股份5连板，舒华体育4连板。早盘还跌超5%的福建高速午后 一度拉至涨停，随后高位震荡。消息面上，日前，《福建省关于进一步加快开发区高质量发展的若干措 施》（征求意见稿）发布，提到要加强开发区与自由贸易试验区、综合保税区、金砖创新基地、境外经 贸合作园区、福州新区等各类区域联动发展、联动创新。在"十五五"规划建议中，"高质量推进两岸融 合发展示范区建设"被明确列为重点任务。《建议》提出，厦门将着力打造万亿级产业集群、千亿级制 造业龙头企业。《建议》还提到，完善厦台海、空直航运输体系，打造"厦门-台湾-全球"通道。 ...

沪指缩量下跌0.37%，两市下跌个股超4000只，光模块、福建本地股持续走强。安记食品6连板，龙洲股份、骏亚科技5连板，一图看懂>> 公司控股股东拟约7.72亿元转让15.92%股份,实控人将变更为晟世天安 国产芯片 摩尔线程、沐曦科技等陆续上市 纳尔股份 公司收购菲莱测试不低于51%股权,进入半导体设备、设备零部件等领域 有色金属 五矿发展 五矿集团旗下,公司主要从事资源贸易、金属贸易、供应链服务三大类业务;资源贸易 涉及铁矿石、铁合金、煤炭、焦炭、废钢等 真他 威帝股份 2天2板 国内汽车电子控制产品供应商 线上线下 公司数字营销业务主要布局于短视频和信息流领域，公司已与字节跳动旗下媒体平台 (今日头条、抖音、西瓜视频等) 等国内顶级媒体建立了稳定合作关系 17 46.4 呼和浩特零售市场龙头,旗下深圳地区的所有门店和成都地区的人东店、光华店为离境 退税店 欣贺股份 公司位于福建省厦门市，公司主营JORYA、JORYAweekend、ANMANI恩曼琳、 Caroline、AIVEI五个自主品牌的中高端女装设计、生产和销售 安记食品 6天6板 公司位于福建泉州市，系复合调味品小龙头，主要产品包括复合调味粉 ...

Core Viewpoint - The Fujian sector is experiencing significant activity, with multiple stocks hitting their daily limit up, driven by favorable government planning and infrastructure initiatives [1][3][10]. Group 1: Stock Performance - On December 9, several stocks in the Fujian sector, including Longzhou Co. and Xiamen Port, reached their daily limit up within minutes of market opening, with 16 stocks either hitting the limit or rising over 10% [1][3]. - Anji Food has achieved six consecutive limit ups, while Longzhou Co. has five, and Shuhua Sports has four [5]. Group 2: Government Planning Initiatives - The Quanzhou "14th Five-Year Plan" emphasizes enhancing infrastructure connectivity with Taiwan, including the expansion of the Shijing passenger and cargo transport hub and the advancement of the Quanzhou-Xiamen-Jinmen expressway [6]. - The Xiamen "14th Five-Year Plan" aims to establish a free port-like economic zone and implement strategies to boost consumption, creating a four-tier commercial system to develop an international consumption center [6][8]. Group 3: Economic Development Strategies - The plans include fostering new industries such as artificial intelligence, hydrogen energy, and biomanufacturing, while also promoting the integration of traditional and emerging sectors [7]. - The Fujian government is focused on enhancing consumer spending and creating a favorable environment for inbound consumption, including the establishment of friendly business districts for international consumers [10][11]. Group 4: Infrastructure and Technological Advancements - The Fujian government is set to improve transportation logistics infrastructure and develop a comprehensive cross-strait transportation hub, including projects to enhance water, electricity, and gas connectivity with Kinmen and Matsu [11][12]. - The province aims to expand its computing power infrastructure, targeting a public computing capacity of over 12 EFLOPS by the end of 2027, while also promoting green energy usage in data centers [12].

Group 1 - The commercial aerospace sector is experiencing a strong resurgence, with Aerospace Electromechanical hitting the daily limit up and achieving five consecutive trading days of gains [1] - Qianzhao Optoelectronics surged over 14%, reaching a historical high, while other companies like Longzhou Co., Taiyong Changzheng, Aerospace Changfeng, and Dahua Intelligent also hit the daily limit up [3] Group 2 - Notable stock performances include: - Shaanxi Huada up 17.76% at 61.60 - Qianzhao Optoelectronics up 14.46% at 27.00 - Zais Technology up 10.09% at 6.33 - Longzhou Co. up 10.03% at 9.54 - Taiyong Changzheng up 10.02% at 19.44 - Aerospace Changfeng up 10.00% at 20.46 - Dahua Intelligent up 9.96% at 7.84 - Leike Defense up 9.00% at 9.69 - Aerospace Power up 7.60% at 33.40 - Xinyin Electronics up 7.14% at 25.50 [4]

消费电子概念股大涨，多股盘中直线涨停。商业航天概念活跃，多股拉升大涨。 消费电子股因此受到机构的重点关注，Wind数据统计显示，近1个月来，共有154家机构调研了506家上 市公司，累计调研4298次。其中，电子行业获调研次数最多，高达974次，占比超22%。 12月9日早盘，A股小幅震荡，主要股指涨跌互现，深证成指、创业板指飘红，上证指数、北证50、沪 深300等微幅飘绿。下跌个股远多于上涨个股，成交保持平稳。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | TR | 3918.83 | -5.25 | -0.13% | | 深证成指 | 2 | 13341.62 | 11.63 | 0.09% | | 北证50 | 3 | 1410.62 | -15.63 | -1.10% | | 万得全A | 4 | 6306.65 | -8.83 | -0.14% | | 科创50 | 5 | 1350.29 | -0.50 | -0.04% | | 创业板指 | 6 | 3224.38 | 34.12 | 1.07% | | ...

Market Performance - The A-share market in Fujian continues to strengthen, with notable stocks including Zhongchuang Environmental Protection hitting a 20% limit up, and Deyi Cultural Creativity rising over 12% [1] - Significant stocks such as Shuhua Sports, Longzhou Co., Xinha Food, and others also experienced limit up movements, with Anji Food achieving a six-day consecutive rise [1] Policy Developments - On December 8, the Xiamen Municipal Committee released suggestions for the 15th Five-Year Plan, aiming to accelerate the establishment of a cross-strait common market [2] - The plan includes optimizing the business environment related to Taiwan, exploring free trade for goods, and enhancing the transportation system between Xiamen and Taiwan [1][2] Stock Highlights - Zhongchuang Environmental Protection (300056) saw a 20.05% increase with a market cap of 3.971 billion, but a year-to-date decline of 22.44% [3] - Deyi Cultural Creativity (300640) increased by 12.42%, with a market cap of 2.814 billion and a year-to-date rise of 60.87% [3] - Anji Food (603696) rose by 9.99%, with a market cap of 5.541 billion and a remarkable year-to-date increase of 189.47% [3]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300056 | 中创环保 | | 20.05 | 39.71亿 | -22.44 | | 300640 | 德艺文创 | | 12.42 | 28.14亿 | 60.87 | | 300096 | ST易联众 | 1 | 12.10 | 34.66 乙 | 154.26 | | 605299 | 舒华体育 | 1 | 10.04 | 64.17亿 | 103.49 | | 002682 | 龙洲股份 | 4-> | 10.03 | 53.65亿 | 125.53 | | 003016 | 欣贺股份 | | 10.03 | 48.91亿 | 34.45 | | 002229 | 鸿博股份 | | 10.01 | 91.10亿 | 53.13 | | 000905 | 厦门港务 | 1 | 10.00 | 108亿 | 105.07 | | 600693 | 东百集团 | 1 | 9.99 | 107亿 | 78.52 | | 603696 | 安记食品 | ...