证券代码：002757 证券简称：南兴股份 公告编号：2026-001 号 南兴装备股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确、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 南兴装备股份有限公司（以下简称"公司"或"本公司"）股票（证券简称： 南兴股份，证券代码：002757）交易价格连续两个交易日（2025 年 12 月 30 日、 2025 年 12 月 31 日）日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》的规定，属于股票交易异常波动的情况。 二、对重要问题的关注、核实情况说明 针对公司股票交易异常波动，公司对有关事项进行了核查，并通过电话以及 书面方式征询公司控股股东、实际控制人意见，现将有关情况说明如下： 2、公司未发现近期公共媒体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； 1、公司前期披露的信息不存在需要更正、补充之处； 3、公司近期经营情况正常，公司已披露的经营情况、内外部经营环境未发 生重大变化； 4、经确认，公司、控股股东和实际控制人不存在关于本公司的应披露而未 披露 ...

南兴股份公告称，公司股票（002757）交易价格在2025年12月30日、12月31日连续两个交易日日收盘价 格涨幅偏离值累计超20%，属异常波动。经核查，公司前期披露信息无需更正补充，近期经营正常，内 外部环境未变；公司、控股股东和实控人无应披露未披露重大事项，异常波动期间控股股东和实控人无 买卖公司股票情形。公司提醒投资者以指定媒体披露信息为准，理性投资。 ...

南财智讯1月4日电，南兴股份公告，公司股票交易价格连续两个交易日（2025年12月30日、2025年12月 31日）日收盘价格涨幅偏离值累计超过20%，根据深圳证券交易所相关规定，属于股票交易异常波动的 情况。针对上述情况，公司对有关事项进行了核查，并向控股股东、实际控制人进行征询，确认公司前 期披露的信息不存在需要更正或补充之处；近期公共媒体未报道可能对公司股价产生较大影响的未公开 重大信息；公司经营情况正常，内外部经营环境未发生重大变化；公司、控股股东和实际控制人不存在 应披露而未披露的重大事项，亦无处于筹划阶段的重大事项；股票交易异常波动期间，控股股东及实际 控制人未买卖公司股票。公司董事会确认，目前没有任何按规定应披露而未披露的事项，也未获悉可能 对公司股票交易价格产生较大影响的信息。 ...

从资金流向上来看，当日专用设备板块主力资金净流出19.77亿元，游资资金净流出1.21亿元，散户资金 净流入20.98亿元。专用设备板块个股资金流向见下表： 证券之星消息，12月31日专用设备板块较上一交易日下跌0.44%，大鹏工业领跌。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。专用设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 600501 | 航天晨光 | 30.13 | 10.00% | 95.95万 | | 27.91亿 | | 002757 | 南兴股份 | 19.47 | 10.00% | 49.07万 | | 9.14亿 | | 300540 | 蜀道装备 | 20.00 | 8.40% | 15.89万 | | 3.13亿 | | 603698 | 航天工程 | 38.75 | 5.30% | 1 58.12万 | | 22.09亿 | | 603036 | 如通股份 | 21.3 ...

Market Overview - The Shanghai Composite Index closed at 3968.84 points, above the annual line, with a slight increase of 0.09% [1] - The total trading volume of A-shares reached 24,617.43 billion yuan [1] Stocks Breaking Annual Line - A total of 92 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Wajingke (8.82%) - Zhangyue Technology (8.44%) - Suoling Co., Ltd. (7.81%) [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Wajingke: 20.00% increase, turnover rate of 14.94%, latest price at 37.80 yuan [1] - Zhangyue Technology: 10.00% increase, turnover rate of 12.20%, latest price at 22.12 yuan [1] - Suoling Co., Ltd.: 10.00% increase, turnover rate of 10.69%, latest price at 6.05 yuan [1] - Other stocks with significant increases include: - Desheng Technology: 10.03% increase - Nanxing Co., Ltd.: 10.00% increase [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the annual line include: - Guifaxiang - Guangkang Biochemical - Shunwang Technology [1]

Market Overview - The A-share market concluded the year with the Shanghai Composite Index achieving an 11-day consecutive rise, breaking the 4000-point mark for the first time in nearly a decade, with an annual increase of 18.41% [1] - The Shenzhen Component Index rose by 29.87%, the ChiNext Index by 49.57%, the Sci-Tech 50 Index by 35.92%, and the Northern Securities 50 Index by 38.8% [1] - The total trading volume for the year exceeded 400 trillion yuan, marking a year-on-year growth of over 60%, setting a historical record [1] Aerospace Sector - The aerospace sector showed strong performance with stocks like Daye Co. and Tai'er Co. achieving multiple consecutive gains [3] - China Aerospace Science and Technology Corporation announced a record of 73 space launch missions completed in 2025, marking a historical high [3] - The commercial aerospace sector is entering a rapid development phase, with significant advancements in satellite internet and the potential for applications like mobile broadband direct satellite connections [5][6] Artificial Intelligence Sector - The AI large model concept gained traction, with stocks such as Nanxing Co. and Desheng Technology experiencing significant price increases [7] - Meta's acquisition of AI application developer Manus for several billion dollars is seen as a pivotal move, indicating a shift in market focus towards companies with real-world applications and sustainable subscription revenues [7][8] Robotics Sector - The robotics sector remained active, with companies like Fenglong Co. and Daye Co. achieving consecutive gains [9] - Elon Musk announced plans to send a Tesla humanoid robot to Mars by the end of 2026, highlighting the growing interest in robotics within the aerospace context [9] - The global market for robotic dexterous hands is projected to grow significantly, with an expected market size of $30.35 billion by 2030, reflecting a compound annual growth rate of 14.5% [11]

Core Viewpoint - The A-share AI application sector is experiencing a significant surge, driven by favorable policies and industry chain developments, leading to increased investment interest in AI applications [3][4]. Group 1: Market Performance - On December 31, A-share AI application stocks saw a strong performance, with companies like BlueFocus and Wanshili hitting a 20% limit up, while others like Nanjing Xingsheng and Zhangyue Technology also recorded significant gains [4]. - The overall market sentiment is positive, with multiple stocks in the AI sector showing robust growth, indicating a strong investor appetite for AI applications [4]. Group 2: Policy Support - The Chongqing Municipal Government has launched the "Starry Sky" action plan to enhance the software and information service industry, focusing on AI applications and intelligent agents to modernize urban governance [6]. - The Ministry of Education plans to advance AI in education, aiming to develop a future-oriented educational system that incorporates AI across various educational stages [7]. Group 3: Industry Developments - Meta has announced a multi-billion dollar acquisition of the parent company of AI application Manus, marking its third-largest acquisition to date, which underscores the growing importance of AI applications in the tech industry [8]. - Multiple brokerage firms are optimistic about the AI application sector's performance in 2026, highlighting the convergence of policy, technology, and demand as key growth drivers [9]. Group 4: Investment Opportunities - Analysts suggest that investment opportunities in the AI industry will expand from hardware to application sectors, with a focus on domestic large models making breakthroughs in various applications [3][9]. - There is a strong recommendation to invest in AI applications across various fields such as content creation, social media, search, proofreading, advertising, education, e-commerce, and finance, as commercialization is expected to accelerate [9]. Group 5: Future Projections - A survey by TechCrunch indicates that most venture capital firms expect an increase in corporate AI budgets by 2026, with a trend towards concentrated investments in fewer partnerships rather than widespread funding [10].

Market Overview - The Shanghai Composite Index is at 3973.01 points, above the annual line, with a change of 0.20% [1] - The total trading volume of A-shares is 1,110.39 billion yuan [1] Stocks Breaking Annual Line - A total of 52 A-shares have surpassed the annual line today, with notable stocks including: - Desheng Technology (涨幅: 10.03%, 乖离率: 6.58%) - Hand Information (涨幅: 7.77%, 乖离率: 6.47%) - Nanxing Co., Ltd. (涨幅: 10.00%, 乖离率: 6.43%) [1] Stocks with Significant Divergence - Stocks with the largest divergence from the annual line include: - Desheng Technology (乖离率: 6.58%, 最新价: 10.53 yuan) - Hand Information (乖离率: 6.47%, 最新价: 19.01 yuan) - Nanxing Co., Ltd. (乖离率: 6.43%, 最新价: 19.47 yuan) [1] Stocks with Smaller Divergence - Stocks with smaller divergence that have just crossed the annual line include: - ST Huahong (乖离率: 0.01%) - Jincai Interconnection (乖离率: 0.01%) - Industrial Bank (乖离率: 0.01%) [1] Additional Notable Stocks - Other stocks with notable performance include: - Hualin Securities (涨幅: 5.76%, 乖离率: 4.18%) - Ruize Technology (涨幅: 3.23%, 乖离率: 2.72%) - 360 Security Technology (涨幅: 2.76%, 乖离率: 2.52%) [1]

Group 1 - The core viewpoint of the article highlights the continued strength of AI intelligent agent concept stocks, with significant gains observed in various companies [1] - BlueFocus increased by over 14%, Raytheon Technology by over 11%, and XuanYa International by over 10%, while several other companies reached their daily limit up of 10% [1] - Meta has officially acquired the parent company of the general AI agent product Manus, Butterfly Effect, for over $2 billion, marking Meta's third-largest acquisition to date [1] Group 2 - Prior to the acquisition, Manus was undergoing a new round of financing with a valuation of $2 billion [1] - Following the acquisition, Butterfly Effect will continue to operate independently, with founder Xiao Hong appointed as Vice President at Meta [1]

每经AI快讯，12月31日，AI应用端持续拉升，AI智能体方向领涨，万事利（301066）20%涨停，此前南 兴股份（002757）2连板，利欧股份（002131）涨停，蓝色光标（300058）、宣亚国际（300612）涨超 10%，汉得信息（300170）、酷特智能（300840）、福石控股（300071）、掌阅科技（603533）跟涨。 ...