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 ...

Market News - The three major US stock indices closed higher, with the S&P 500 up 0.64%, Nasdaq up 0.52%, and Dow Jones up 0.47%. Major tech stocks had mixed results, with Tesla and Nvidia rising over 1%, while Intel and Netflix fell over 1% [1] - International oil prices increased, with WTI crude oil rising 2.48% to $57.92 per barrel and Brent crude oil rising 2.38% to $61.48 per barrel. Gold prices also surged, with spot gold reaching a record high of $4449.16, up 2.42% [1] Industry Insights - The National Space Administration is establishing a virtual observation constellation for commercial remote sensing satellites to enhance emergency disaster observation capabilities. This initiative aims to improve data acquisition efficiency and satellite utilization [2] - The satellite communication industry is projected to exceed 200 to 400 billion yuan by 2030, with an annual compound growth rate of 10% to 28%. The industry is transitioning from concept validation to large-scale application, driven by technological maturity and cost reduction [2] - The humanoid robot industry is expected to see significant growth, with an estimated shipment of 5,000 units by 2025 and nearly 60,000 units by 2030, reflecting a compound annual growth rate of over 95% [3] - The brain-computer interface (BCI) medical device market is projected to reach $40 billion by 2030 and $145 billion by 2040, indicating substantial potential in the healthcare sector for treating neurological disorders [4][5] Company Updates - Tianyin Electric announced that its general manager plans to reduce his shareholding by up to 155,810 shares, representing 0.37% of the total share capital [6] - Invech disclosed that a shareholder intends to reduce its stake by up to 549,490 shares, approximately 0.56% of the total share capital [6] - China National Foreign Trade announced that its executives plan to reduce their holdings by a total of approximately 19,240 shares [6] - Hongqi Chain reported that a major shareholder intends to reduce its stake by up to 13.6 million shares, not exceeding 1% of the total share capital [6] - Yuehai Feed announced plans for significant share reductions by its controlling shareholder and executives, totaling up to 20.9 million shares [6]

Group 1 - The actual controller of Xiangyuan Cultural Tourism, Yu Faxiang, has been subjected to criminal coercive measures due to suspected criminal activities, but the company's control has not changed and operations remain normal [2] - The actual controller of Jiaojian Co., Yu Faxiang, is also facing criminal coercive measures, with no impact on the company's operations or control [3] - Huaxia Happiness's board rejected five temporary proposals from China Ping An Life Insurance for the upcoming shareholder meeting, citing legal violations and conflicts with company matters [4] Group 2 - Hualian Holdings plans to acquire 100% of Argentum Lithium S.A. for approximately 1.75 billion USD (12.35 billion RMB), aiming to gain 80% interest in the Arizaro project located in Argentina [5] - Tianji Technology is facing a lawsuit for alleged collusion in bidding, but the company reports that operations are normal and the event has not significantly impacted it [6] - Jinpan Technology intends to issue convertible bonds totaling 1.672 billion RMB to fund projects related to data center power modules and energy-efficient equipment [7] Group 3 - Xusheng Group's actual controller is changing to Guangzhou Municipal Government, with stock resuming trading on December 23, 2025, after a share transfer agreement [8][9] - Lingyi Zhizao plans to acquire 35% of Limin Da for 875 million RMB, gaining control over 52.78% of the voting rights in the company [10] - Vanke A has extended the grace period for the repayment of its mid-term notes from 5 working days to 30 trading days, with no penalties during this period [11] Group 4 - Tianpu Co. has completed a tender offer, resulting in a total control of 68.29% of the shares, with stock resuming trading on December 23, 2025 [12] - Chuangshi Technology's actual controller is under investigation and has been subjected to detention measures, but has resigned from all positions within the company [13] Group 5 - Sanhua Intelligent Controls expects a net profit of 3.874 billion to 4.649 billion RMB for 2025, representing a year-on-year growth of 25% to 50% [15] - Dong'a Ejiao plans to repurchase shares worth 100 to 200 million RMB, with the repurchased shares to be canceled and registered capital reduced [17] Group 6 - Hongqi Chain's major shareholder, Yonghui Supermarket, plans to reduce its stake by up to 3% [20] - Yingwei Ke's shareholder plans to reduce its stake by up to 0.56% [21] - Tianyin Electromechanical's director plans to reduce his holdings by up to 155.81 million shares [22] Group 7 - Zhuoran Co.'s subsidiary has signed a significant order worth 4.033 billion RMB for a project in Inner Mongolia [24] - Nacronor has signed a procurement contract worth 301 million RMB with a leading domestic customer [25]

证券日报网讯 12月22日晚间，英维克发布公告称，股东上海秉原旭股权投资发展中心（有限合伙）计 划自2025年12月29日至2026年3月28日，通过集中竞价或大宗交易方式减持公司股份不超过5494883股， 约占公司总股本0.56%。 （编辑 丛可心） ...