沪指12月24日上涨0.53%，申万所属行业中，今日上涨的有26个，涨幅居前的行业为国防军工、电子， 涨幅分别为2.88%、2.12%。电力设备行业今日上涨1.03%。跌幅居前的行业为农林牧渔、煤炭，跌幅分 别为0.85%、0.70%。 603212 赛伍技术 7.14 14.87 13333.04 电力设备行业资金流出榜 资金面上看，两市主力资金全天净流入103.70亿元，今日有17个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.12%，全天净流入资金86.77亿元，其次是电力设备行业，日涨幅 为1.03%，净流入资金为37.58亿元。 主力资金净流出的行业有14个，有色金属行业主力资金净流出规模居首，全天净流出资金16.35亿元， 其次是基础化工行业，净流出资金为12.12亿元，净流出资金较多的还有医药生物、食品饮料、银行等 行业。 电力设备行业今日上涨1.03%，全天主力资金净流入37.58亿元，该行业所属的个股共365只，今日上涨 的有310只，涨停的有9只；下跌的有52只。以资金流向数据进行统计，该行业资金净流入的个股有160 只，其中，净流入资金超亿元的有24只，净流入资 ...

Core Viewpoint - The other power equipment sector experienced a significant increase of 3.7% on December 24, with Xinle Energy leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3940.95, up by 0.53%, while the Shenzhen Component Index closed at 13486.42, up by 0.88% [1]. - Notable stocks in the other power equipment sector included: - Xinfu Energy (300593) with a closing price of 30.24, up by 20.00% and a trading volume of 632,300 shares, totaling a transaction value of 1.83 billion [1]. - Zhongheng Electric (002364) closed at 27.67, up by 10.02% with a trading volume of 547,300 shares [1]. - Jinshi Technology (002951) closed at 15.29, up by 10.00% with a transaction value of 209 million [1]. Group 2: Capital Flow - The other power equipment sector saw a net inflow of 1.933 billion in main funds, while retail investors experienced a net outflow of 762 million [2]. - The capital flow for key stocks included: - Maigemit (002851) had a main fund net inflow of 460 million, but retail funds saw a net outflow of 189 million [3]. - Zhongheng Electric (002364) had a main fund net inflow of 401 million, with retail funds experiencing a net outflow of 210 million [3]. - Shanghai Electric (601727) recorded a main fund net inflow of 83.28 million, while retail funds had a net outflow of 21.53 million [3].

Group 1: Aerospace and Defense Companies - Shenjian Co., Ltd. has seen a stock increase for five consecutive days, focusing on aerospace-related molds, metal parts, composite materials, and Beidou satellite navigation system terminal products [2] - Aerospace Engineering has experienced a stock rise for four days, being the only listed company under the Rocket Technology Research Institute of the Aerospace Science and Technology Corporation, specializing in gasification technology and key equipment [2] - Daye Co., Ltd. is investing in a joint venture that focuses on aerospace power systems and specialized pressure vessels, while also developing humanoid robot dexterous hands [2] - Zhongchao Holdings is a comprehensive cable supplier, providing high-temperature alloy precision castings for aerospace applications [2] - Boyun New Materials has developed carbon/carbon throat lining materials for the Kuaizhou series of commercial solid rockets, establishing itself as a core research base for solid rocket engine composite materials [2] Group 2: Satellite and Communication Technologies - Xinguang Yuda is engaged in information perception, satellite communication, and unmanned systems, reporting a net profit increase of 260% year-on-year in its third-quarter report [2] - Ruihua Tai has participated in multiple aerospace military projects, including the manned space station and launch vehicles, and is developing PI films to enhance the lifespan of satellites and spacecraft [3] - Guojiji Precision Engineering is a leading company in the aerospace bearing sector, having provided bearings for major projects like Chang'e and Long March rockets [3] - China Satellite is a leading domestic satellite manufacturer and a major provider for the Beidou system [3] Group 3: Emerging Technologies and Innovations - Jun Da Co., Ltd. has formed a strategic partnership with Shangyi Optoelectronics to explore the application of perovskite battery technology in space energy [3] - Tian Tong Co., Ltd. showcased its commercial satellite digital batch electrical assembly technology at a national conference, contributing to the supply chain of the aerospace information industry [6] - Yingli Automotive focuses on lightweight automotive components, including dashboard frames and EV battery housings, leveraging its Taiwanese background [5] Group 4: Investment and Expansion Plans - Jiufeng Energy is expanding its special fuel and gas supply project at the Hainan commercial space launch site, with an estimated total investment of approximately 300 million yuan [2] - Nanjing Panda's new satellite communication terminal project includes both hardware and software, supporting satellite communication between terminals [3] - The company has signed a strategic cooperation agreement with Galaxy Aerospace to enter the commercial aerospace sector [6]

今天上午，市场主要有三大看点。 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！ 一是商业航天产业链全线反弹 ，中国卫星涨停，18只名称中含有"航天"的个股中，有17只上涨， 其中，航天工程涨停，迎来"4天3板"。 二是算力产业链继续轮动 ，前两天是光模块、PCB（印制电路板）板块上涨，昨天是液冷板块大 涨，今天上午轮动到电源设备板块。 其中，麦格米特涨停，股价创历史新高，最新市值为518.7亿 元。 三是半导体产业链 ，存储芯片板块和中芯国际关注度较高。 截至上午收盘，上证指数上涨0.24%，深证成指上涨0.31%，创业板指上涨0.08%。 商业航天板块反弹 今天上午，商业航天板块迎来反弹，带动军工电子、卫星导航、航空发动机等板块上涨。新雷能、 超捷股份等收获"20CM"涨停。 | 成分股 | 星金 | 资金 | 板块分析 | 新闻 | | --- | --- | --- | --- | --- | | 5展开分析 | | 最新 | 涨幅 → | 流通市值 | | 大工股份 | | 22.00 | 22.49% | 13.8亿 | | 次新 920068 | | | ...

Group 1: Commercial Aerospace Sector - The commercial aerospace sector experienced a rebound, with significant gains in related industries such as military electronics, satellite navigation, and aircraft engines. Notable stocks like Xinle Energy and Chaojie Co. achieved a 20% limit-up [2][4] - The China National Space Administration reported the successful launch of the Long March 12 rocket, marking a significant milestone in commercial aerospace [4][5] - Blue Arrow Aerospace, a leading private aerospace company in China, completed its IPO counseling, focusing on the development and operation of medium to large launch vehicles using liquid oxygen and methane [5][6] Group 2: Power Equipment Sector - The power equipment sector saw substantial growth, with stocks like Megmeet and Zhongheng Electric hitting their daily limit-up [9][10] - Data centers are becoming a core application area for the power equipment industry, driven by the increasing demand for AI infrastructure. The global data center installed capacity is expected to exceed 100 GW by 2025, with significant growth rates projected from 2024 to 2030 [12] - The evolution of AI data centers (AIDC) is leading to new demands for power solutions, including supercapacitors and battery backup units (BBU), to stabilize power supply and enhance energy storage efficiency [12]

上证报中国证券网讯（记者 王文嫣）截至12月24日10点30分，大智慧IDC电源概念板块指数涨幅超过 3%。中恒电气（维权）、麦格米特涨停，欧陆通、京泉华、潍柴重机等涨幅居前。 来源：上海证券报·中国证券网 ...

| | | 东财概念指数 | | | | | 东财行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | MLCC | 空间站概念 | 一字 | 昨日连板_含 昨日涨停_含 14 | 被动元件 | 视听器材 | 地面装备 | 卫星应用 | 航空航天装 备 | 其他电气设 备 | | 5.10% | 5.02% | 4.75% | 4.26% | 4.24% | 4.74% | 3.58% | 3.03% | 2.41% | 1.86% | | 时空大数据 | 昨日涨停 | 昨日连板 | 商业航天 | 天基互联 | 化学新材料 | 装修装饰 | 电子设备制 | 海业 | 合成纤维及 | | 4.03% | 3.89% | 3.72% | 3.49% | 3.39% | 1.84% | 1.80% | 造 1.76% | 1.75% | 树脂 1.68% | | 进口博览 | 稀缺资源 | 动力电池回 收 | 供销社概念 | न्द्रीय गरि | 珠宝首饰 | 港口航运 | 食品 | 音美屋 | 体育 | | -0 ...

Group 1 - The data center power concept showed initial strength on December 24, with companies like New Ray Power hitting the daily limit up [1] - Megmeet Technology also approached the daily limit up, indicating strong market interest [1] - Other companies such as Zhongheng Electric, KOTAI Power, Tonghe Technology, and Kehua Data experienced upward movement in their stock prices [1]

Group 1: Company Overview - Megmeet Electric Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on July 29, 2003, with its listing date on March 6, 2017 [2] - The company's main business involves the research, production, and sales of smart home appliance control products, industrial power supplies, and industrial automation products [2] - The revenue composition of Megmeet includes: smart home appliance control products (45.92%), power supply products (24.77%), new energy and rail transit components (10.87%), industrial automation (8.32%), smart equipment (5.09%), precision connections (4.37%), and others (0.66%) [2] Group 2: Financial Performance - As of December 10, 2025, Megmeet reported a total of 67.91 billion yuan in revenue for the period from January to September, representing a year-on-year growth of 15.05% [2] - The net profit attributable to the parent company for the same period was 2.13 billion yuan, showing a year-on-year decrease of 48.29% [2] - Since its A-share listing, Megmeet has distributed a total of 4.68 billion yuan in dividends, with 1.61 billion yuan distributed over the past three years [3] Group 3: Stock Performance and Market Activity - On December 23, Megmeet's stock price decreased by 2.03%, trading at 84.55 yuan per share, with a total market capitalization of 465.09 billion yuan [1] - The stock has increased by 37.68% year-to-date, with a 10.52% increase over the last five trading days and an 18.38% increase over the last 20 days [1] - Megmeet has appeared on the "龙虎榜" (a stock trading list) eight times this year, with the most recent appearance on November 6, where it recorded a net purchase of 5.12 billion yuan [1]

数据显示，富国基金旗下1只基金重仓麦格米特。富国中证全指家用电器ETF（561120）三季度增持 9600股，持有股数6.48万股，占基金净值比例为4.06%，位居第七大重仓股。根据测算，今日浮盈赚取 约27.35万元。 富国中证全指家用电器ETF（561120）成立日期2022年1月25日，最新规模1.24亿。今年以来收益 14.03%，同类排名3181/4198；近一年收益13.23%，同类排名3177/4153；成立以来收益34.86%。 富国中证全指家用电器ETF（561120）基金经理为牛志冬。 12月22日，麦格米特涨5.24%，截至发稿，报84.68元/股，成交10.58亿元，换手率2.79%，总市值465.81 亿元。 资料显示，深圳麦格米特电气股份有限公司位于广东省深圳市南山区学府路63号高新区联合总部大厦34 层，成立日期2003年7月29日，上市日期2017年3月6日，公司主营业务涉及智能家电电控产品、工业电 源和工业自动化产品的研发、生产、销售。主营业务收入构成为：智能家电电控产品45.92%，电源产 品24.77%，新能源及轨道交通部件10.87%，工业自动化8.32%，智能装备5. ...