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「焦点复盘」创业板指高开高走涨逾2%,半导体产业链“王者归来”,机器人概念午后异动
Sou Hu Cai Jing· 2025-12-22 09:31
Market Overview - The market experienced a strong rebound with all three major indices rising, particularly the ChiNext Index which increased by over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.86 trillion yuan, an increase of 136 billion yuan compared to the previous trading day [1] - A total of 80 stocks hit the daily limit, while 32 stocks faced limit down, resulting in a limit-up rate of 71% [1] Stock Performance - Notable stocks included Victory Energy with a seven-day limit-up streak, and Luyuan Pharmaceutical and Zhuangyuan Pasture with four consecutive limit-ups [1][4] - The stock of Anji Food achieved eight limit-ups over 15 days, while Dongbai Group had six limit-ups over 12 days [1][4] - The overall market saw over 2,900 stocks rise, with sectors like Hainan Free Trade Zone, precious metals, and computing hardware leading the gains, while sectors such as pharmaceutical retail, film and cinema, education, and banking faced declines [1] Sector Analysis - The Hainan Free Trade Zone concept saw a significant boost following the official launch of the island-wide closure operation, with local duty-free stocks like Hainan Development and Hainan Group achieving consecutive limit-ups [5] - The computing hardware sector was positively impacted by a surge in U.S. stocks, with Coreweave rising by 22%, leading to a rebound in A-share computing hardware stocks [6] - The storage chip industry is experiencing high demand, with Micron's optimistic earnings guidance prompting a rush among manufacturers to secure production capacity through 2026 and 2027 [7] Emerging Trends - The introduction of humanoid robots at a concert has sparked interest in the robotics sector, with stocks like Shikong Co. and Zhaowei Electric seeing significant gains [8][19] - The semiconductor industry is projected to reach a record high in sales, with a forecast of $133 billion in 2025, reflecting a 13.7% year-on-year growth [21] - The commercial aerospace sector is gaining traction, with recent successful satellite launches enhancing investor interest [24] Future Outlook - The market's strong performance is expected to continue, but caution is advised as the enthusiasm for chasing stocks may be limited as the year-end approaches [9][10] - The need for the Shanghai Composite Index to maintain its position above the 60-day moving average for a sustained period is critical for confirming the breakout's validity [9]
饮料乳品板块12月22日涨0.04%,庄园牧场领涨,主力资金净流出2.76亿元
证券之星消息,12月22日饮料乳品板块较上一交易日上涨0.04%,庄园牧场领涨。当日上证指数报收于 3917.36,上涨0.69%。深证成指报收于13332.73,上涨1.47%。饮料乳品板块个股涨跌见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 从资金流向上来看,当日饮料乳品板块主力资金净流出2.76亿元,游资资金净流入1.12亿元,散户资金 净流入1.64亿元。饮料乳品板块个股资金流向见下表: ...
12月22日沪深两市涨停分析
Xin Lang Cai Jing· 2025-12-22 07:33
Group 1 - Hainan local stocks are involved in various industries including non-woven fabric products, concrete, rubber, pharmaceuticals, and logistics [2][3] - Hainan Rui Ze and Hainan Hai Yao have seen significant stock price increases, with Hainan Hai Yao achieving a two-day price increase [2][6] - Hainan Rubber is the leading player in China's natural rubber industry, managing 3.41 million acres of rubber plantations [2] - Hainan Airport operates duty-free businesses at major airports, holding significant stakes in duty-free shops [2] Group 2 - Companies like Hainan Huatie and Hainan Minmetals are involved in state-owned enterprises and agricultural technology, respectively [3] - Hainan Development has acquired a 45% stake in Hainan Haikong Duty-Free Group, aiming to operate duty-free businesses for island residents [6] - The logistics sector is expanding with companies like Jia Cheng International developing logistics hubs in Hainan [2][3] Group 3 - The semiconductor industry is represented by companies like InnoScience and Xiangyang Technology, focusing on cleanroom engineering and special organic materials [4] - Companies like Longfly and Hengtong Optic-Electric are leading in the optical fiber industry, with significant advancements in technology and production capacity [3][4] - The AI and robotics sectors are seeing growth with companies like Zhaowei and Keda Technology focusing on intelligent equipment and robotics [6][7] Group 4 - The consumer goods sector is highlighted by companies like Fei Ke Electric and Anji Food, which are expanding their product lines and market presence [6][7] - The energy sector is represented by companies like Sheng Tong Energy, focusing on natural gas and related assets [9] - The packaging industry is led by companies like Jia Mei Packaging, which is undergoing significant changes in ownership and management [9][10]
庄园牧场连收4个涨停板
庄园牧场盘中涨停,已连收4个涨停板,截至9:36,该股报15.02元,换手率19.19%,成交量3282.12万 股,成交金额4.81亿元,涨停板封单金额为5.37亿元。连续涨停期间,该股累计上涨46.54%,累计换手 率为77.33%。最新A股总市值达29.37亿元,A股流通市值25.69亿元。 龙虎榜数据显示,该股因连续三个交易日内,涨幅偏离值累计达20%、日振幅值达15%上榜龙虎榜2 次,买卖居前营业部中,机构净卖出1219.48万元,营业部席位合计净卖出270.97万元。 据天眼查APP显示,兰州庄园牧场股份有限公司成立于2000年04月25日,注册资本19553.9347万人民 币。(数据宝) 近日该股表现 | 日期 | 当日涨跌幅(%) | 换手率(%) | 主力资金净流入(万元) | | --- | --- | --- | --- | | 2025.12.19 | 9.99 | 25.09 | 4824.16 | | 2025.12.18 | 10.02 | 22.88 | 6296.89 | | 2025.12.17 | 10.05 | 10.17 | 3717.78 | | 2025.12. ...
乳制品+电子商务+西部大开发+甘肃国企概念联动4连板!庄园牧场9:35再度涨停,背后逻辑揭晓
Sou Hu Cai Jing· 2025-12-22 01:52
据交易所数据显示, 庄园牧场连续四个交易日涨停,晋级4连板。该股今日于9时35分封涨停,成交额 4.82亿元,换手率19.20%。金融界App AI线索挖掘:庄园牧场的连续涨停与多概念叠加有关。公司主要 从事 乳制品和含乳 饮料的生产加工销售及奶牛 养殖业务,属于乳制品板块。同时,公司依托全产业链 优势加强线上电商运营,涉及电子商务概念。其销售区域以甘肃省青海省陕西省为主,涉及 西部大开 发概念。此外,公司最终控制人为甘肃省人民政府国有资产监督管理委员会,属于 国企改革概念。这 些概念的活跃为公司股价表现带来支撑。 风险提示:连板股波动剧烈,注意追高风险,理性投资! (注:以上由AI基于交易所等公开数据生成,内容不构成投资建议。) ...
竞价看龙头 胜通能源(6板)竞价涨停
Mei Ri Jing Ji Xin Wen· 2025-12-22 01:50
Group 1 - The core focus of the market includes stocks such as Victory Energy, which has reached a trading limit for six consecutive days, and West Materials, a commercial aerospace concept stock, which opened up by 6.07% after 11 days of trading [1] - Intelligent driving concept stocks like Weiti Co. opened up by 4.14% after five consecutive days of trading, while Zhejiang Shibao reached a trading limit after four days [1] - Local stocks in Fujian, such as Jomoo King, opened up by 6.01% after four consecutive days, and Luyan Pharmaceutical opened up by 4.51% [1] Group 2 - Controlled nuclear fusion concept stocks like Xue Ren Group opened down by 0.69% after four consecutive days, while Prince New Materials opened up by 3.99% after two days [1] - The consumer sector saw Zhuangyuan Pastoral open up by 0.29% after three consecutive days, and Shanghai Jiubai opened up by 7.12% after two days [1]
消费股,年末补涨!基金却没“沾光”
券商中国· 2025-12-21 23:28
在经历了数年的调整后,以白酒、乳业为代表的消费股被多名基金经理视作震荡市中的"防御选择",而新消费 则面临高景气度与高估值并存的现象,需要寻找有护城河的投资标的。此外,出海也是基金经理关注的要点, 尤其是业务聚焦欧美市场或将成股价的驱动因素。 消费板块年末"冲刺" 在一系列旨在扩大内需、提振消费的政策举措陆续出台后,过去的一周里,消费、零售股迎来了久违的反弹, 如百大集团单周涨幅高达51.59%,欢乐家涨超40%,还有庄园牧场、上海九百等涨逾30%。 "慢牛"的风,终于吹到了消费股。 在科技股集体到达短期高位后,此前缺席的消费板块也迎来补涨行情。但值得一提的是,本轮异动的多只个股 中,罕有公募基金的重仓身影,而被公募集中持有的白酒股依旧难有起色。 其中,百大集团股价创10年来新高;利群股份4日3涨停,上海九百连续2日涨停,中央商场、永辉超市、茂业 商业等最近几个交易日里也多次涨停。 基金方面,上周多只消费主题ETF获得了资金的净申购。嘉实中证主要消费ETF单周份额增幅高达2.68亿份, 汇添富中证主要消费ETF和富国中证消费50ETF份额增超1亿份,此外平安基金、招商基金和易方达基金旗下 多只产品份额增超千万 ...
兰州庄园牧场股份有限公司关于全资子公司政策性搬迁的进展公告
兰州庄园牧场股份有限公司 关于全资子公司政策性搬迁的进展公告 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、政策性搬迁情况概述 为深入推进中央环境保护督察组督察反馈整改意见,控制畜禽养殖污染,保护生态环境,兰州庄园牧场 股份有限公司(以下简称"公司")全资子公司宁夏庄园牧场有限公司(以下称"宁夏庄园")收到吴忠市 利通区人民政府发布的《关于畜禽禁养区养殖场关闭搬迁的通告》和《利通区进一步做好畜禽禁养区养 殖场(小区)关闭或搬迁工作的实施方案》,宁夏庄园所在的金银滩奶牛核心养殖区已划入畜禽养殖禁 养区,被纳入关闭搬迁范围。 公司于2018年4月25日在指定信息披露媒体《中国证券报》《上海证券报》《证券日报》《证券时报》 及巨潮资讯网(http://www.cninfo.com.cn)就上述政策性搬迁相关事项刊登了《兰州庄园牧场股份有限 公司关于全资子公司收到政策性搬迁通知的提示性公告》(公告编号:2018-040)。 为顾全中央环境保护督察组督察反馈整改意见,尊重吴忠市利通区防止污染工作的部署,宁夏庄园积极 响应政府工作安排进行了搬迁关停工作并一直积极与吴 ...
大消费板块集体爆发 沪指三连阳盘中重回3900点
盘面上,市场呈现普涨态势,近4500只个股上涨。海南板块午后拉升,海南海药、海汽集团封上涨停; 大消费板块全天活跃,零售、乳业、免税等多个方向涨幅居前,庄园牧场3连板、上海九百2连板;商业 航天概念反复活跃,华体科技、西部材料均收获2连板;多只高位股尾盘炸板,平潭发展、东百集团跳 水翻绿。 大消费板块延续强势 昨日,大消费板块持续走高,零售、乳业等方向领涨。截至收盘,庄园牧场收获3连板,合百集团、西 王食品、上海九百等多股涨停。 消息面上,据商务部12月19日消息,11月,社会消费品零售总额4.39万亿元,同比(下同)增长1.3%。 1至11月,社会消费品零售总额45.6万亿元,增长4.0%,累计增速快于去年同期0.5个百分点。 此外,商务部办公厅、财政部办公厅近日印发《关于做好消费新业态新模式新场景试点有关工作的通 知》,在北京等50个城市开展消费新业态新模式新场景试点。 顾客在海口国际免税城购物 ◎记者 李雨琪 12月19日,A股三大指数震荡反弹,沪指三连阳盘中重回3900点,深证成指、创业板指一度涨超1%。 截至收盘,上证指数报3890.45点,涨0.36%;深证成指报13140.21点,涨0.66%; ...
佛慈制药:公司实际控制人为甘肃省国资委
Zheng Quan Ri Bao Wang· 2025-12-19 15:14
证券日报网讯12月19日,佛慈制药(002644)在互动平台回答投资者提问时表示,公司实际控制人为甘 肃省国资委。庄园牧场(002910)2024年年度报告显示,其实际控制人也是甘肃省国资委。 ...