Core Insights - On December 17, the Shanghai Composite Index rose by 1.19%, with institutional investors appearing on the trading lists of 31 stocks, net buying 18 and net selling 13 [1] - Institutional special seats net bought a total of 467 million yuan, marking the fifth consecutive day of net buying [1] Institutional Net Buying - The stock with the highest net buying from institutional seats was Juguang Technology, which closed up 17.34% with a turnover rate of 12.90% and a transaction volume of 2.025 billion yuan. The top five trading departments included three institutional special seats, net buying a total of 291.32 million yuan [2] - ShenNan Circuit hit the daily limit, closing up 10.00% with a turnover rate of 2.60% and a transaction volume of 3.663 billion yuan. Seven institutional special seats were among the top five trading departments, net buying a total of 173.44 million yuan [2] - Hualing Cable closed up 5.21% with a turnover rate of 58.77% and a transaction volume of 3.217 billion yuan. Two institutional special seats net bought a total of 124.66 million yuan [3] Institutional Net Selling - The stock with the highest net selling by institutions was Yingweike, which saw a net selling amount of 220.25 million yuan. It was listed due to a price deviation of 8.32% [4] - XueRen Group had a net selling of 140.22 million yuan, with a turnover rate of 46.49% [4] - Guangxun Technology also saw significant net selling, amounting to 124.14 million yuan, despite a price deviation of 8.32% [4] Market Performance - The average increase of stocks with net buying from institutions was 8.38%, outperforming the Shanghai Composite Index [3] - Stocks like Yidong Electronics and Kaipu Cloud showed strong performance, closing at the daily limit [3] - A backtest of stocks with net buying from institutions over the past month revealed a 45.83% probability of rising the next day and a 38.54% probability of rising over three days [3] Earnings Forecast - Among the stocks with net buying from institutions, two provided earnings forecasts for 2025, both indicating an increase. Nantetech is expected to have a net profit of 111 million yuan, representing a year-on-year increase of 13.02% [3] Stocks with Deep and Hong Kong Stock Connect - On December 17, 16 stocks on the trading list had appearances from the Deep and Hong Kong Stock Connect, with net buying amounts for ShenNan Circuit, Shengxin Lithium Energy, and Aerospace Machinery totaling 146 million yuan, 109 million yuan, and 85.18 million yuan respectively [7] - Stocks like XueRen Group and Biological Shares saw significant net selling through the Deep and Hong Kong Stock Connect, with amounts of 143 million yuan and 54.91 million yuan respectively [7]

（原标题：数据复盘丨CPO、锂矿等概念走强 93股获主力资金净流入超1亿元） 12月17日，上证指数、科创50指数早盘探底回升，午后震荡上扬；深证成指、创业板指早盘震荡上扬， 随后有所回落，之后再度上扬，午后持续走强。截至收盘，上证指数报3870.28点，涨1.19%，成交额 7668亿元；深证成指报13224.51点，涨2.4%，成交额10443.25亿元；创业板指报3175.91点，涨3.39%， 成交额4951.14亿元；科创50指数报1325.33点，涨2.47%，成交额502亿元。沪深两市合计成交18111.25 亿元，成交额较上一交易日增加869.46亿元。 CPO、锂矿等概念走强 *ST铖昌6连板 盘面上来看，行业板块、概念涨多跌少。其中，通信、有色金属、保险、贵金属、电子、化工、电力设 备、传媒等行业涨幅靠前；CPO、锂矿、光通信模块、液冷、铜缆高速连接、氟化工、PCB、复合集流 体等概念走势活跃。农林牧渔、国防军工、酿酒等行业跌幅居前；空间站、卫星互联网、免税、租售同 权、粮食等概念走势较弱。涨停个股主要集中在通信、机械设备、医药生物、化工、轻工制造等行业。 个股涨跌情况，截至收盘，沪深两市 ...

2.68亿资金抢筹深南电路，3.94亿资金出逃雪人集团 46只上榜的龙虎榜个股中，25只个股被净买入，21只个股被净卖出。其中，资金净买入最多的是深南电路，达 2.68亿元，占总成交金额的7.32%。深南电路当日收盘上涨10%，换手率为2.6%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 深南电路 | 10% | 26815 | 7.32% | 2.6% | 4家机构买入，成功 | | | | | | | 率39.16% | | 炬光科技 | 17.34% | 23768 | 11.73% | 12.9% | 2家机构买入,成功 | | | | | | | 率42.07% | | 开普云 | 20% | 17168 | 23.18% | 5.29% | 1家机构买入,成功 | | | | | | | 率43.58% | | 古鳌科技 | 20% | 15804 | 20.55% | 14.93% | 2家机构买入,成功 | | | | | | | ...

转自：证券时报 人民财讯12月17日电，12月17日龙虎榜上榜个股中，分别有11只、5只股前五大买卖营业部中出现深股 通及沪股通专用席位的身影。深沪股通净买入的个股共有8只，净买入金额最多的是深南电路，深股通 专用席位净买入1.46亿元，其次是盛新锂能、航天机电、光迅科技等，净买入金额分别为1.09亿元、 8518.00万元、6642.09万元。净卖出居前的有雪人集团、生物股份、炬光科技等，净卖出金额分别为 1.43亿元、5491.70万元、5346.98万元。 ...

Summary of Key Points Core Viewpoint - On December 17, a total of 32 stocks were involved with institutional investors, with 18 showing net buying and 14 showing net selling. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Juguang Technology: Net buying amount of 291.32 million yuan, with a price increase of 17.34% [1][2] - ShenNan Circuit: Net buying amount of 173.44 million yuan, with a price increase of 10.00% [1][2] - Hualing Cable: Net buying amount of 124.66 million yuan, with a price increase of 5.21% [1][2] Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Yingweike: Net selling amount of 220.25 million yuan, with a price increase of 10.00% [1][3] - XueRen Group: Net selling amount of 140.22 million yuan, with a price increase of 2.72% [1][3] - Guangxun Technology: Net selling amount of 124.14 million yuan, with a price increase of 10.01% [1][3]

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 43 stocks were listed, with 23 experiencing net buying and 20 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Juguang Technology (291 million), Shennan Circuit (173 million), and Hualing Cable (125 million) [1] - Shennan Circuit is recognized as a leading domestic IC substrate manufacturer and a major supplier of RF power amplifier PCBs for wireless base stations globally [1] Group 2: Liquid Cooling Technology - Yidong Electronics has developed liquid cooling structures and modules for high-density GPU servers and AI data centers [1] - Yingweike's liquid cooling server pipeline products have achieved V0-level standards and received UL certification, positioning the company as a supplier for NVIDIA's data center components [1] - CICC believes that the launch of Google TPUv7 signifies a shift towards self-developed ASIC clusters, which may accelerate the growth of the AI computing hardware market, including PCBs and liquid cooling systems [1] Group 3: Lithium Battery Sector - Shengxin Lithium Energy's SDLA salt lake project in Argentina has an annual production capacity of 2,500 tons of lithium carbonate equivalent, with normal production conditions [2] - The company is also investing in multiple exploration projects in Argentina, including Pocitos and Arizaro salt lake projects [2] - The company is closely monitoring solid-state battery technology and is developing relevant materials to support future advancements in this area [3] Group 4: Lithium Market Dynamics - On December 17, lithium carbonate futures prices surged, with the main contract increasing by 7% to 108,020 yuan per ton [4] - The Yichun Natural Resources Bureau announced plans to revoke 27 mining rights, raising concerns about a potential supply contraction in lithium resources [4] - Huaxi Securities noted that the revocation of mining rights in Yichun, a key lithium mining area, will directly reduce effective lithium supply, while demand from electric vehicles and energy storage continues to grow [4]

12月17日，沪指涨1.19%，深成指涨2.4%，创业板指涨3.39%。全市场成交额1.83万亿元，超3600股上涨。能源金属、算力硬件、电池、保险等板块涨幅居 前，海南、军工等下跌。 焦点股方面，零售股百大集团晋级5连板，实控人变更的胜通能源4连板、皮阿诺3连板，智能驾驶概念股三羊马3连板，钧达股份、金圆股份（维权）4天2 板，浙江世宝、翠微股份等2连板。 | 代码 | 名称 | 价格 | | 涨幅量 | 换手% 几天几板 2 ... | 成交额 | 成交量 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301123 | 奕东电子 | 52.78 | +8.80 | +20.01% | 18.13% 百板涨停 | 15.347. | 29.93万 液冷+AI服务器 | | 301205 | 联特科技 | 174.00 +29.00 | | +20.00% | 30.14% 自板涨停 | 32.747. | 20.49万 CPO+800G、1. | | 300221 | 古鳌科技 | 16.80 | +2.80 | +20.00% | 1 ...

深南电路(002916.SZ)今日涨停，换手率2.6%，成交额36.63亿元。龙虎榜数据显示，深股通买入5.04亿元，卖出3.58亿元，净买入1.46亿元；四家机构买入 4.39亿元，卖出2.66亿元，净买入1.73亿元。上榜席位全天买入9.43亿元，卖出6.74亿元，合计净买入2.68亿元。(格隆汇) | | 买入金额最大的前5名 | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | | 688次 44.19% 2 | 50360.58 | 13.75% | | 2 | 机构专用 | BBSTHODEY.COM | 1545次 40.71% | 13167.87 | 3.60% | | 3 | 机构专用 | | 1545次 40.71% | 11354.96 | 3.10% | | 4 | 机构专用 | | 1545次 40.71% | 9732.86 | 2.66% | | 5 | 机构专用 | | 1545次 40.71% | 9647.61 | 2.63 ...

Market Overview and Sector Characteristics - The Shanghai Composite Index closed up by 1.19%, while the Shenzhen Component Index fell by 2.40%, with the median change in A-shares being an increase of 0.61% [1] - A total of 49 stocks hit the daily limit up, an increase of 7 from the previous day, while 19 stocks hit the limit down, an increase of 4 [2] Industry Characteristics - The sectors with the most limit-up stocks today were communication equipment, specialized equipment, and general equipment [3] - In the communication equipment sector, 5 stocks reached the limit up, driven by accelerated 5G construction and AI computing demand [4] - The specialized equipment sector saw 4 stocks limit up, supported by policy backing and recovering orders [4] - The general equipment sector had 3 stocks limit up, boosted by policy support for equipment upgrades and enhanced manufacturing recovery expectations [4] Concept Characteristics - The most represented concepts among limit-up stocks were optical communication, liquid cooling servers, and consumer sectors [5] - In the optical communication concept, 7 stocks hit the limit up, benefiting from the explosive demand for AI computing and the acceleration of 800G optical module shipments [5] - The liquid cooling server concept also had 7 stocks limit up, as liquid cooling technology becomes the mainstream solution for heat dissipation due to AI computing demand [5] - The consumer sector had 6 stocks limit up, supported by policy stimulus and the year-end consumption peak, with strong expectations for consumer potential [5] Limit-Up Stock List - Among the limit-up stocks, 3 reached historical highs, including Yingweike, Ping An Electric, and Huanxu Electronics [6] - 10 stocks reached near one-year highs, including Shengtong Energy, Jiamei Packaging, and others [7][8] Main Capital Flow - The top 5 stocks with the highest net inflow of main capital among limit-up stocks were Yingweike, Guojiji Heavy Industry, Guangxun Technology, ShenNan Circuit, and Meinian Health [9][10] - The stocks with the highest net inflow as a percentage of market value included Wangzi New Materials, Nanjing Business Travel, and others [10] Continuous Limit-Up Situation - There were 41 first-limit stocks today, with 5 stocks achieving a second limit up and 3 stocks achieving three or more consecutive limit ups [11] - The top 5 stocks with the most consecutive limit ups included Baida Group, Shengtong Energy, and others [11]

证券时报·数据宝统计显示，涨停个股中，主板有55只，创业板3只，科创板1只。以所属行业来看，上 榜个股居前的行业有机械设备、通信、医药生物行业，上榜个股分别有6只、6只、5只。 涨停股中，ST中迪、*ST铖昌等9只股为ST股。连续涨停天数看，*ST铖昌已连收6个涨停板，连续涨停 板数量最多。从收盘涨停板封单量来看，*ST宁科最受资金追捧，收盘涨停板封单有2551.25万股，其次 是翠微股份、古鳌科技等，涨停板封单分别有1609.51万股、879.18万股。以封单金额计算，深南电路、 翠微股份、古鳌科技等涨停板封单资金较多，分别有2.60亿元、2.27亿元、1.48亿元。（数据宝） 两市涨停股一览 截至收盘，上证指数报收3871.44点，上涨1.22%；深证成指收于13224.51点，上涨2.40%；创业板指上 涨3.39%；科创50指数上涨2.49%。 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002916 | 深南电路 | 222.53 | 2 ...