港股方面，地平线机器人跌约4%，快手跌超3%，腾讯控股、京东健康、药明康德等跌逾2%。 A股市场超3800股飘绿，旅游餐饮、零售、食品饮料等消费板块集体下挫，曲江文旅跌停，近日4连板的庄园牧场逼近跌 停；商业航天概念跳水，顺灏股份跌停，中国卫通跌超9%；光刻机、先进封装等半导体产业链股强势，美埃科技、同飞股 份等涨停；液冷服务器等AI产业链股拉升，英维克（002837）尾盘涨停续创新高；锂电产业链股崛起，奕东电子涨停续创 新高，华盛锂电等涨超10%。 此外，今日上市的三只新股——纳百川、锡华科技、天溯计量收盘分别上涨408.2%、264.5%、174.5%，盘中最高攀升至 180元/股、46元/股、150.99元/股，若以上述最高价计算，三股单签最高盈利分别达7.87万元、1.8万元、5.71万元。 半导体产业链强势 英维克（ 002837 ） 市值突破千亿大关 。 A 股今日（ 12 月 23 日 ） 走势 出 现明显分化，以保险、银行为首的大市值个股拉升，小盘股走势疲弱；港股午后下探， 恒生指数翻绿。 具体来看，三大股指盘中强势上扬，午后涨幅有所收窄。截至收盘，沪指微涨0.07%报3919.98点，深证成 ...

Market Overview - The A-share market experienced fluctuations in the afternoon, with all three major indices briefly turning negative. The Shanghai Composite Index rose by 0.07%, the Shenzhen Component increased by 0.27%, and the ChiNext Index gained 0.41%. The total market turnover was approximately 1.92 trillion yuan, an increase of 39.2 billion yuan compared to the previous trading day [1]. Sector Performance - The sectors of photolithography machines, batteries, and energy metals were active, while tourism and commercial aerospace sectors saw adjustments. Notably, the liquid cooling server concept remained vibrant, with several high-position stocks experiencing significant declines [3][4]. Individual Stock Highlights - Victory Energy (001331) achieved an "8 consecutive limit-up" performance. Inveke (002837) hit its daily limit, reaching a historical high of 103.84 yuan per share, with a total market capitalization exceeding 100 billion yuan. Zhongji Xuchuang (300308) had a trading volume exceeding 14 billion yuan, ranking first in A-share individual stock turnover [3][4][10]. - Other stocks such as Yidong Electronics (301123), Zhongguang Lightning Protection (300414), and Tongfei Co. (300990) also reached their daily limit [5][6]. Currency Exchange Rate - On December 23, the RMB exchange rate continued to strengthen, with both offshore and onshore RMB against the US dollar breaking through the 7.02 and 7.03 thresholds, respectively. The central parity rate of the RMB against the US dollar was adjusted up by 49 basis points to 7.0523, marking the highest level since October 2024. Year-to-date, the RMB has appreciated by 1.89% against the US dollar [3]. Liquid Cooling Market Insights - Inveke is recognized as a pioneer in the full-chain liquid cooling sector, offering a comprehensive range of products and services from manufacturing to delivery. The company ensures the operational reliability of liquid cooling systems through self-research, production, delivery, and service [8]. - According to a report by Western Securities, it is projected that Google will ship approximately 2.2 to 2.3 million TPUs of version 7 and above by 2026, estimating the market size for Google’s cabinet liquid cooling to be between 2.4 billion and 2.9 billion USD. The domestic liquid cooling market is expected to experience significant growth due to the high increase in domestic chip shipments and the rapid adoption of AI supernode systems [9]. Technology Stock Trading Volume - Several technology stocks recorded trading volumes exceeding 10 billion yuan. Zhongji Xuchuang led with a turnover of 14.498 billion yuan, followed by Xinyi Sheng (300502) and Industrial Fulian (601138), both surpassing 13 billion yuan [10][11].

12月23日，A股市场冲高回落，三大指数一度集体翻绿。从板块来看，液冷服务器概念股午后拉升，奕 东电子、同飞股份双双收获 20CM 涨停，英维克亦强势封死涨停板，值得关注的是，三只个股股价均 刷新历史新高。此外，川润股份、快克智能也收获涨停板，申菱环境、荣亿精密、鸿富瀚、华光新材等 多只个股纷纷跟涨。 （文章来源：21世纪经济报道） 中信证券指出，2025年以来，在AI服务器功耗和芯片功率大幅提升的背景下，液冷方案凭借更高的散 热效率、更低的PUE，正逐步成为数据中心节能降耗的主流技术路径。我们预测，随着液冷加速渗透叠 加技术升级ASP提升，2027年全球液冷市场空间将达到218亿美元。从行业竞争格局看，当前液冷产业 链以台系厂商为主。随着芯片厂商逐步参与液冷供应链选择，国产厂商迎来重大机遇。我们看好国产厂 商充分受益AIDC液冷需求放量，推荐具备液冷核心组件量产能力及整体解决方案的厂商。 ...

2025.12.23 本文字数：677，阅读时长大约2分钟 作者 |一财阿驴 | 2月23日，A股三大指数冲高回落，截至收盘，沪指涨0.07%，深成指涨0.27%，创业板指涨0.41%。 | | --- | | મ્દ્રિક | 名称 | 两日图 | 现价 | 淵跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | www | 3919.98 c | | 0.07% | | 399001 | 深证成指 | min | 13368.99 c | 36.26 | 0.27% | | 399006 | 创业板指 | win | 3205.01 c | 13.03 | 0.41% | 盘面上，锂电池产业链领涨，海南自贸区概念股仍局部活跃，光刻机题材延续强势，能源金属概念股表 现出色。商业航天、大消费、智能驾驶等题材出现调整。 具体来看，液冷服务器概念活跃，川润股份、英维克、同飞股份、中光防雷等多股涨停。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 301123 | 李东申子 | + ...

Core Viewpoint - The A-share liquid cooling concept stocks experienced significant activity on December 23, with multiple stocks reaching their daily limit up, indicating strong investor interest in this sector [1]. Group 1: Stock Performance - Tongfei Co., Ltd. (300990) saw a 20% increase, reaching a market capitalization of 15.9 billion [2]. - Yidong Electronics (301123) rose by 17.57%, with a total market value of 16.7 billion [2]. - Shenling Environment (301018) increased by 11.76%, with a market cap of 17.3 billion [2]. - Rongyi Precision (920223) gained 10.97%, valued at 4.295 billion [2]. - Chuanrun Co., Ltd. (002272) rose by 10.02%, with a market capitalization of 7.719 billion [2]. - Kuaike Intelligent (603203) increased by 10.01%, with a market cap of 9.063 billion [2]. - Yingweike (002837) saw a 10% rise, reaching a market value of 101.4 billion [2]. - Longpan Technology (603906) increased by 8.26%, with a market cap of 14.3 billion [2]. - Qiangrui Technology (301128) rose by 8.1%, valued at 9.827 billion [2]. - Shuguang Digital Innovation (920808) increased by 7.21%, with a market cap of 15.2 billion [2]. - Six other companies, including Siquan New Materials (301489) and Chuanhuan Technology (300547), also showed notable increases ranging from 6.16% to 6.83% [2]. Group 2: Year-to-Date Performance - Yidong Electronics (301123) has seen a year-to-date increase of 248.27% [2]. - Siquan New Materials (301489) has experienced a remarkable year-to-date growth of 318.22% [2]. - Rongyi Precision (920223) has a year-to-date increase of 184.48% [2]. - Yingweike (002837) has shown a year-to-date growth of 236.20% [2]. - Other companies like Chuanrun Co., Ltd. (002272) and Longpan Technology (603906) have also reported significant year-to-date increases of 61.62% and 101.16%, respectively [2].

每经AI快讯，12月23日，午后液冷服务器概念持续走高，英维克（002837）涨停。此前，同飞股份 （300990）、中光防雷（300414）、川润股份（002272）涨停，奕东电子（301123）触及20cm涨停， 科创新源（300731）、荣亿精密、思泉新材（301489）、高澜股份（300499）等跟涨。 ...

Group 1 - The lithium battery industry chain has seen a continuous increase in demand since December, driven by the energy storage sector, leading to price hikes across multiple segments [1] - Prices for lithium hexafluorophosphate, VC additive (ethylene carbonate), and FEC (fluoroethylene carbonate) are on the rise due to an expanding supply-demand gap [1] - Several lithium iron phosphate companies have announced price increases, with Suzhou Dejia Energy Technology Co., Ltd. planning a 15% price hike for its battery products starting December 16 [1] Group 2 - EVE Energy is planning to build a nearly 30GWh cylindrical battery factory near BMW's plant in Hungary, expected to be operational by 2026 [2] - The new generation BMW iX3, equipped with EVE Energy's cylindrical battery, achieved a real-world range of 1007.7 km, surpassing the official WLTP range of 805 km [2] - The lithium iron phosphate market is projected to see significant demand growth, with production expected to rise from 3.9 million tons in 2025 to 5.8 million tons by 2026 [2] Group 3 - As of December 22, 2025, the battery ETF has seen a significant growth of 1.05 billion yuan in scale over the past week [3] - The battery ETF has also experienced a substantial increase in shares, with a growth of 19.46 billion shares over the past three months [3] - The storage battery ETF has surged over 2%, with constituent stocks like Tongfei Co. and Penghui Energy showing notable gains [3] Group 4 - The battery ETF (159755) closely tracks the National Index for New Energy Vehicle Batteries, focusing on the electric vehicle battery industry chain [4] - The storage battery ETF (Guangfa, 159305) tracks the National Index for New Energy Batteries, emphasizing the storage battery sector and selecting 50 stocks with high market capitalization and liquidity [4]

Group 1 - The core point of the news is that Yingweike's stock price increased by 5.29% to 99.39 yuan per share, with a trading volume of 3.628 billion yuan and a turnover rate of 4.44%, resulting in a total market capitalization of 97.06 billion yuan [1] - Yingweike Technology Co., Ltd. is based in Shenzhen, Guangdong, and was established on August 15, 2005, with its IPO on December 29, 2016. The company specializes in the research, production, and sales of precision temperature control energy-saving equipment, as well as air conditioning services for rail transit trains and traditional buses [1] - The revenue composition of Yingweike's main business includes: 52.50% from room temperature control energy-saving products, 36.00% from cabinet temperature control energy-saving products, 9.82% from other sources, 0.93% from rail transit train air conditioning and services, and 0.75% from bus air conditioning [1] Group 2 - From the perspective of major holdings, one fund under Yinhua Fund holds a significant position in Yingweike. The Yinhua Internet Theme Flexible Allocation Mixed A Fund (001808) held 58,500 shares in the third quarter, accounting for 4.92% of the fund's net value, making it the sixth-largest holding [2] - The Yinhua Internet Theme Flexible Allocation Mixed A Fund (001808) was established on November 18, 2015, with a latest scale of 91.71 million yuan. The fund has achieved a return of 79.17% this year, ranking 247 out of 8,088 in its category, and a one-year return of 71.9%, ranking 286 out of 8,057 [2]

Group 1 - Kangnibei Group plans to transfer up to 5,065,900 shares, representing no more than 2% of the total share capital, to its controlling shareholder, Zhejiang Pharmaceutical Group, through a block trade [1] - Guiguan Network elected Dai Qingsong as the chairman of the fifth board of directors, who will also act as the general manager [2] - Huayin Technology's shareholders plan to transfer a total of 10,725,600 shares, accounting for 3.93% of the total share capital [3] Group 2 - Wireless Media's subsidiary won a bid for an AI-enabled media platform project with a contract amount of 4.8895 million yuan [4] - Chaosheng Electronics plans to invest 1.008 billion yuan in a high-performance HDI circuit board expansion and upgrade project, aiming to increase production capacity by 240,000 square meters annually [5] - Yingfeng Co., Ltd. disclosed a plan to raise no more than 522 million yuan through a private placement for various projects [6] Group 3 - Yongtai Technology's executives plan to collectively increase their holdings by no less than 5 million yuan without a price range [7] - Guangdong Construction's subsidiary's wind power project has successfully connected its first unit to the grid, contributing to a total installed capacity of 5,094.52 MW [8] - *ST Jiaotou was selected as the first candidate for a sewage treatment plant project with an estimated contract value of 128 million yuan [9] Group 4 - Sanhua Intelligent Control expects a net profit of 3.874 billion to 4.649 billion yuan for 2025, representing a year-on-year increase of 25% to 50% [10] - Aolian Electronics is planning a change in control, leading to a temporary suspension of its stock [11] - ST Zhengtong will resume trading on December 24 after lifting risk warnings and changing its stock name [12] Group 5 - China Nonferrous Metal Industry's subsidiary acquired a 99.9004% stake in Raura Company for 106 million USD, which includes a zinc polymetallic mine in Peru [13] - Xusheng Group's actual controller will change to the Guangzhou Municipal Government, with stock resuming trading [14] - Hualian Holdings plans to acquire 100% of Argentum Lithium S.A. for approximately 1.75 billion USD [15] Group 6 - Yichang Technology is planning a change in control, leading to a temporary suspension of its stock [16] - Runyang Technology's controlling shareholder intends to transfer 5% of the company's shares at a price of 30.08 yuan per share [17] - Hongqi Chain's shareholder, Yonghui Supermarket, plans to reduce its holdings by up to 3% [18][19] Group 7 - Jiaojian Co., Ltd.'s actual controller is under criminal investigation, but the company's control has not changed [20][29] - Tianji Technology is facing a lawsuit for alleged collusion in bidding [21] - Yuehai Feed's controlling shareholder plans to reduce its holdings by up to 3% [22][23] Group 8 - Bojie Co., Ltd. plans to distribute a cash dividend of 0.94 yuan per 10 shares for the 2025 interim period [24] - Dongjiang Environmental plans to invest up to 12 million yuan in a capital increase for a technology company [25] - Taiankang's product received a drug registration certificate for a combination treatment for benign prostatic hyperplasia [26] Group 9 - Lingyun Optical plans to invest up to 5 million USD in a cornerstone investment for an IPO [27] - Canar Co., Ltd. intends to acquire 70% of Jiangxi Fenglin for 21 million yuan [28] - Enjie Co., Ltd.'s subsidiary received a government subsidy of 20 million yuan, accounting for 3.6% of the latest audited net profit [34] Group 10 - China Nuclear Construction plans to introduce investors for a total capital increase of 5 billion yuan, maintaining control over its subsidiaries [35] - Xinzhu Co., Ltd. signed a framework cooperation agreement for an integrated energy project in Tibet [36] - Beibo Co., Ltd. plans to establish a holding subsidiary focused on high-temperature industrial equipment [37] Group 11 - Emei Mountain A plans to establish a wholly-owned subsidiary for tea industry integration with an investment of 10 million yuan [38] - Tianpu Co., Ltd. confirmed the results of a tender offer, with a total of 201 shares accepted [39] - *ST Dongtong's stock will be delisted, entering a 15-day delisting period [40] Group 12 - Zhuoran Co., Ltd.'s subsidiary signed a significant order worth 4.033 billion yuan for a project, representing 142.09% of the company's expected revenue for 2024 [41]

宁波华翔：华翔启源与大寰机器人签订战略合作协议在灵巧手的研发等领域加强合作 宁波华翔公告，2025年12月22日，宁波华翔电子股份有限公司子公司宁波华翔启源科技有限公司与深圳 市大寰机器人科技有限公司共同签订了《战略合作协议》，为加快建设通用机器人产业，推动通用机器 人供应链示范和产品创新双驱动，本着依法合规、优势互补、友好协商、互利共赢的原则，双方拟在通 用人形机器人灵巧手的研发、制造和销售等领域加强合作。本协议无需提交公司董事会或者股东大会审 议，公司将根据后续合作业务的进展情况依法依规及时履行相应的决策程序及信息披露义务。 登录新浪财经APP 搜索【信披】查看更多考评等级 12月22日，旭升集团实际控制人变更为广州市人民政府；凌云光拟不超过500万美元认购智谱香港 IPO；华翔启源与大寰机器人签订战略合作协议，在灵巧手的研发等领域加强合作…… 以下是盘后公告精选： 旭升集团：实际控制人变更为广州市人民政府股票复牌 旭升集团公告，公司控股股东、实际控制人徐旭东及其一致行动人正在筹划涉及所持有公司股份转让事 宜，该事项可能导致公司控制权变更。2025年12月22日，徐旭东、陈兴方、旭晟控股、旭日实业与广州 ...