12月24日，跃岭股份涨1.21%，截至发稿，报17.50元/股，成交3.19亿元，换手率8.65%，总市值44.80亿 元。跃岭股份股价已经连续6天上涨，区间累计涨幅8.16%。 张永强累计任职时间2年357天，现任基金资产总规模18.06亿元，任职期间最佳基金回报42.49%， 任职 期间最差基金回报5.71%。 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 从基金十大重仓股角度 数据显示，万家基金旗下1只基金重仓跃岭股份。万家中证2000指数增强A（019920）三季度持有股数 1.3万股，占基金净值比例为0.44%，位居第七大重仓股。根据测算，今日浮盈赚取约2730元。连续6天 上涨期间浮盈赚取1.72万元。 万家中证2000指数增强A（019920）成立日期2025年1月21日，最新规模1325.58万。成立以来收益 36.44%。 万家中证2000指数增强A（019920）基金经理为乔亮、张永强。 截至发稿，乔亮累计任职时间6年128天， ...

证券日报网讯12月19日，跃岭股份（002725）在互动平台回答投资者提问时表示，截至目前公司持有中 石光芯10.05%股权，中科光芯为中石光芯的全资子公司，公司没有直接持有中科光芯的股份。 ...

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 浙江跃岭股份有限公司（以下简称"公司"、"本公司"）股票（证券代码： 002725，证券简称：跃岭股份）交易价格于 2025 年 12 月 12 日、2025 年 12 月 15 日、2025 年 12 月 16 日连续三个交易日收盘价格跌幅偏离值累计超过 20%， 根据深圳证券交易所的有关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 证券代码：002725 证券简称：跃岭股份 公告编号：2025-072 浙江跃岭股份有限公司 股票交易异常波动公告 5、公司控股股东、实际控制人在公司股票交易异常波动期间未买卖本公司 股票。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有 关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等； 1 / 2 董事会也未获悉本公司有根据深交所《股票上市规则》等有关规定应予以披露而 未披露的、对本公司股票及其衍生品种交易价格产生较大影响的信息；公司前期 披露的信息 ...

（文章来源：每日经济新闻） 跃岭股份（002725.SZ）12月16日在投资者互动平台表示，公司不存在被中石光芯借壳上市的情况，公 司只是中石光芯的参股股东，其他关于中石光芯的消息请咨询中石光芯。 每经AI快讯，有投资者在投资者互动平台提问：贵公司持股10%的中石光芯是否有IPO计划？市场传 言，中石光芯要借壳贵公司上市，请核实是否属实？ ...

Market Overview - The Shanghai Composite Index closed down 0.55% at 3867.92 points on December 15, with 76 stocks listed on the Dragon and Tiger List [1] Top Stocks and Investment Trends - The top stocks with significant net buying include: - Dongfang Risen: 20.02% increase with a net buy of 213 million [2] - Leike Defense: 10.03% increase with a net buy of 196 million [2] - Jinko Technology: 10.09% increase with a net buy of 85.44 million [2] - Antai Group: 10.07% increase with a net buy of 75.47 million [2] - Xue Ren Group: 10.02% increase with a net buy of 58.71 million [2] Investment by Major Funds - Quantitative trading saw a net buy of 519 million, with notable purchases in: - Letong Co.: 4.76% increase with a net buy of 8.58 million [2] - Jinying Co.: 9.96% increase with a net buy of 7.77 million [2] - Chen Xiaoqun's net buy reached 288 million, focusing on: - Solar Cable: 10.01% increase with a net buy of 160 million [2] - Chengdu-based funds had a net buy of 194 million, particularly in: - Happy Home: 19.98% increase with a net buy of 70.66 million [2] Trading Activity - The trading activity on the Dragon and Tiger List indicates a mix of buying and selling, with some stocks experiencing significant declines: - Zhongzhou Special Materials: -4.92% with a net sell of 36.04 million [4] - Xinhe Shares: -7.82% with a net sell of 1.98 million [4] - Major selling activities were noted in: - Xue Ren Group: 10.02% increase but a net sell of 44.91 million [4] - China Uranium Industry: 8.20% increase but a net sell of 105 million [4] Brokerage Activity - The top brokerage seats by net buying include: - Kaiyuan Securities: 54.73 million in net buying across multiple stocks [6] - Dongfang Securities: 27.65 million in net buying [6] - Guotai Junan Securities: 20.70 million in net buying [6]

近半年该股累计上榜龙虎榜5次，上榜次日股价平均跌0.52%，上榜后5日平均跌8.76%。 资金流向方面，今日该股主力资金净流出1.17亿元，其中，特大单净流出1.18亿元，大单资金净流入 48.52万元。近5日主力资金净流出2273.02万元。（数据宝） 跃岭股份12月15日交易公开信息 跃岭股份今日跌停，全天换手率24.41%，成交额9.05亿元，振幅5.07%。龙虎榜数据显示，机构净买入 459.91万元，营业部席位合计净卖出9639.61万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-9.23%上榜，机构专用席位净买入459.91万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.23亿元，其中，买入成交额为6566.19 万元，卖出成交额为1.57亿元，合计净卖出9179.70万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买一、买二、买三、买四、卖五，合 计买入金额5376.50万元，卖出金额4916.59万元，合计净买入459.91万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | ...

证券之星消息，12月15日汽车零部件板块较上一交易日下跌0.86%，跃岭股份领跌。当日上证指数报收 于3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。汽车零部件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002448 | 中原内配 | 12.53 | 6.55% | 68.10万 | 8.67 Z | | 603358 | 华达科技 | 44.88 | 5.80% | 11.33万 | 4.971Z | | 301005 | 超捷股份 | 101.70 | 5.08% | 32.09万 | 31.747 | | 600218 | 全柴动力 | 12.00 | 5.08% | 60.35万 | 7.25亿 | | 300893 | 松原安全 | 24.36 | 4.59% | 6.82万 | 1.63亿 | | 000901 | 航天科技 | 24.27 | 4.30% | 148.75万 | 35.70亿 | | 603730 | 岱美股份 ...

New Stock Issuance - Tian Su Measurement (证券代码: 301449) issued at a price of 36.80[1] - Xi Hua Technology (证券代码: 732248) issued at a price of 10.10[1] Tender Offer Periods - Tender offer for Quan Yin Gao Ke (证券代码: 300087) from December 4, 2025, to January 5, 2026[1] - Tender offer for Tian Pu Shares (证券代码: 605255) from November 20, 2025, to December 19, 2025[1] Trading Alerts - *ST Guang Dao (证券代码: 920680) has 13 trading days remaining until the last trading day[1] - *ST Su Wu (证券代码: 600200) has 11 trading days remaining until the last trading day[1] Abnormal Fluctuations - Sai Wei Electronics (证券代码: 300456) reported severe abnormal fluctuations[1] - Other stocks with abnormal fluctuations include *ST Li Fang (证券代码: 300344) and *ST Zheng Ping (证券代码: 603843)[1]

Group 1: Commercial Aerospace - SpaceX plans to conduct an IPO in 2026, aiming to raise several billion dollars, marking a new phase of commercialization and capitalization in the commercial aerospace industry [3] - China's recent successful launch of multiple satellites demonstrates its growing capabilities in space exploration, with an increasing frequency of launches expected to drive exponential growth in orders for upstream suppliers [3][4] - Companies like Guanglian Aviation are positioned to benefit significantly from the anticipated increase in commercial rocket launches, with potential revenue growth reaching tens of billions [4] Group 2: AI and Server Technology - The demand for AI computing power is escalating, with power consumption for AI models increasing significantly, leading to a shift from traditional air cooling to liquid cooling solutions [6] - Companies with rare certification for liquid cooling solutions are expected to see a revaluation of their worth due to the high technical barriers and increased average selling prices [6] - The AI server supply chain is evolving, with investments shifting towards companies that possess high technical barriers and rare certifications, which will likely enjoy valuation premiums [6][9] Group 3: Humanoid Robots - Tesla's Optimus has initiated the supplier review process, indicating that humanoid robots are on the verge of mass production, with Chinese companies expected to surpass Tesla in production scale by 2026 [7] - Key components such as lightweight materials and advanced sensors are critical for the development of humanoid robots, with companies like Ningbo Huaxiang collaborating on innovative materials [8][10] - Investment strategies should prioritize core components over complete systems, focusing on companies with high technical barriers and established supply chains [11] Group 4: Semiconductor Industry - The demand for high-bandwidth memory (HBM) is surging due to AI chip requirements, prompting a rapid evolution in HBM technology and a focus on domestic production capabilities [12] - Companies like Huahai Chengke are positioned to capture significant market share in the HBM materials sector, with potential revenues reaching 3 billion yuan [14] - The semiconductor investment landscape is shifting towards companies that can achieve substantial breakthroughs and secure orders in high-demand areas like HBM and advanced packaging [12] Group 5: Energy Sector - The energy market is experiencing a transition, with gas turbines expected to maintain strong demand through 2035, benefiting companies like Yingliu [15] - Nuclear fusion technology is advancing, with Chinese teams making significant progress, positioning companies like China Uranium Industry as future leaders in energy solutions [16] - Investment strategies should focus on both immediate opportunities in gas turbines and long-term potential in nuclear fusion technologies [16] Group 6: Optical Communication - The optical communication sector is transitioning from 800G to 1.6T technology, significantly increasing the demand for core materials like indium phosphide [17] - Companies that have achieved breakthroughs in domestic production of critical components for optical modules are expected to benefit from industry growth and market share increases [17][21] - Investment in optical communication should align with the dual themes of speed upgrades and domestic substitution [17] Group 7: Macro Variables - The Federal Reserve's recent interest rate cut is expected to create a more favorable liquidity environment for growth-oriented technology stocks, particularly those sensitive to interest rates [18][22] - The anticipated improvement in financing conditions will support technology companies in sectors like commercial aerospace, AI, and robotics that require substantial R&D investments [22] - Investors should focus on identifying companies with real technological barriers and clear growth paths in the evolving landscape of hard technology [23]

Core Points - The Federal Reserve announced a 25 basis point interest rate cut, bringing the target range to 3.5% to 3.75%, marking the third cut in 2025 with a total reduction of 75 basis points [1][3] - Following the announcement, U.S. stock indices saw a short-term jump, while the A-share market exhibited mixed reactions, with the Shanghai Composite Index down 0.46% [1][3] - The market is experiencing accelerated sector rotation, with funds shifting from popular themes to defensive sectors [1][3] Market Reactions - The A-share market opened slightly higher but quickly diverged, with significant declines in retail and real estate sectors, while the commercial aerospace and non-ferrous metals sectors saw gains [1][5] - The commercial aerospace sector emerged as a highlight, driven by news of SpaceX's valuation reaching $1.5 trillion and a surge in domestic commercial aerospace activities [5] - The consumer sector faced a collective pullback, with notable declines in retail stocks, indicating a cooling of investor enthusiasm [5] Sector Performance - The Hainan Free Trade Zone sector was active, buoyed by upcoming policy releases, although gains narrowed as market sentiment turned cautious [7] - The real estate sector showed weakness, with mixed expectations regarding policy impacts, despite previous interest following a surge in Vanke A shares [7] - Technology stocks displayed internal divergence, with some segments like CPO performing well, while others faced corrections due to hardware sector fluctuations [9] Investment Sentiment - Investor sentiment is increasingly cautious regarding the Federal Reserve's policy path, leading to short-term volatility [11] - The attractiveness of RMB assets is rising, potentially drawing foreign capital inflows, although domestic economic data remains a critical variable for A-share performance [11] - Institutions recommend focusing on sectors with clear growth logic, such as commercial aerospace and artificial intelligence, while monitoring the recovery in retail and real estate sectors [13]