转自：智通财经 【12月29日涨停分析】智通财经12月29日电，今日全市场共72股涨停，连板股总数18只，26股封板未 遂，封板率为73%（不含ST股、退市股）。焦点股方面，实控人变更的胜通能源12连板、嘉美包装9连 板、锋龙股份4连板，商业航天概念股神剑股份8连板、中国卫星4连板、鲁信创投4连板、大业股份4连 板。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者丨金珊 12月29日，早盘A股三大指数涨跌不一，创业板指翻红后再度回落，截至午间收盘，沪指涨0.31%，深 成指涨0.03%，创业板指跌0.32%。沪深两市半日成交额1.4万亿，较上个交易日缩量578亿，全市场超 3400只个股下跌。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3975.92 | 13607.39 | 3233.53 | | +12.24 +0.31% | +3.50 +0.03% | -10.35 -0.32% | | 跌3446 | | 涨1854 > | 具体板块来看，商业航天概念延续强势，10余只成分股涨停，其中神剑股份8连板，金风科技、雷科防 务等涨停。消息面上，12月26日，上交所公布《上海证券交易所发行上市审核规则适用指引第9号—— 商业火箭企业适用科创板第五套上市标准》，支持正处于大规模商业化关键时期的商业火箭企业，适用 第五套上市标准登陆科创板。 | 商业航天 0 | | | | | --- | --- | --- | --- | | 2251.09 ...

记者丨金珊 编辑丨吴桂兴 12月29日，早盘A股三大指数涨跌不一，创业板指翻红后再度回落， 截至午间收盘，沪指涨0.31%，深成指涨0.03%，创业板指跌0.32%。 沪 深两市半日成交额1.4万亿，较上个交易日缩量578亿， 全市场超3400只个股下跌。 中泰证券认为，未来两年全球有望进入商业航天产业爆发期，技术迭代加速，发射服务、卫星组网等航天任务需求有望加速释放。中国商业航 天正跨越由"探索验证"迈向"成长爆发"的关键拐点。展望未来，随着政策与产业体系逐步完善，我国商业航天的火箭高频发射能力与卫星规模 化批产能力有望显著增强。 贵金属 板块盘中震荡走强，白银方向领涨，白银有色、湖南白银涨停，兴业银锡、盛达资源、恒邦股份等跟涨。消息面上，沪银主力合约日内 涨超8%，现货白银日内一度涨超5%，盘中均刷新历史高点。 具体板块来看， 商业航天 概念延续强势，10余只成分股涨停，其中神剑股份8连板，金风科技、雷科防务等涨停。 消息面上，12月26日，上 交所公布《上海证券交易所发行上市审核规则适用指引第9号——商业火箭企业适用科创板第五套上市标准》，支持正处于大规模商业化关键 时期的商业火箭企业，适用第五套上市标 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising while the ChiNext Index fluctuated and eventually fell [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, a decrease of 54.6 billion yuan compared to the previous trading day [1] Sector Performance - The commercial aerospace sector continued its strong performance, with over 10 constituent stocks hitting the daily limit, including Shenjian Co. with 8 consecutive limit-ups, and Jin Feng Technology and Leike Defense also reaching the limit [3] - The robotics sector was actively trading, with Fenglong Co. achieving 4 consecutive limit-ups, and several other stocks like Wuzhou Xinchun and Moulding Technology also hitting the limit [3] - The precious metals sector remained strong, with both silver and Hunan Silver stocks hitting the daily limit [3] - The carbon fiber sector showed active performance, with Jilin Chemical Fiber reaching the limit [3] - In contrast, the consumer sector faced declines, particularly in retail and dairy industries, with Baida Group hitting the limit down and Huangshi Group experiencing significant drops [3] - At market close, the Shanghai Composite Index rose by 0.31%, the Shenzhen Component Index increased by 0.03%, while the ChiNext Index fell by 0.32% [3]

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.26 | 10.02 | 0.07 | 243.24 | | 2025.12.25 | 10.01 | 0.39 | 1337.54 | | 2025.12.17 | 10.01 | 6.18 | 2253.02 | | 2025.12.16 | -6.04 | 4.35 | -1080.93 | | 2025.12.15 | -3.35 | 5.44 | -1009.20 | | 2025.12.12 | -0.25 | 4.56 | 563.43 | | 2025.12.11 | -0.30 | 4.32 | 1318.15 | | 2025.12.10 | -0.40 | 3.54 | -169.02 | | 2025.12.09 | 1.79 | 6.29 | 1496.78 | | 2025.12.08 | 3.61 | 8.50 | 795.00 | 锋龙股份盘中涨停，已连收3个涨停板，截至9:25，该股报26.20元，换手率0.01%，成交量2 ...

人形机器人概念局部活跃，上纬新材涨超11%，锋龙股份4连板，昊志机电、步科股份、浙江荣泰、宁 波华翔、斯菱智驱跟涨。 ...

值得关注的是，近日，优必选新中标惠州市惠阳区人形机器人大湾区数据采集中心项目和呼和浩特市具 身智能科技中心设备采购项目，中标金额分别为5962万元、7780万元，总金额超1.3亿元。2025年，优 必选人形机器人订单总金额已近14亿元，持续领跑全球人形机器人行业。12月26日，优必选第1000台 Walker S2在柳州机器人超级智慧工厂下线，全年已实现了千台产能。预计2026年，优必选人形机器人 年产能将达万台规模。 本文源自：智通财经网 智通财经获悉，优必选(09880)高开逾7%，截至发稿，涨7.21%，报117.4港元，成交额3857.18万港元。 消息面上，12月24日，优必选发公告称，以"协议转让+要约收购"的组合方式共收购深交所上市公司锋 龙股份93957518股（占锋龙股份公司股份总数43%）。根据公告，本次控制权变更方案中的股份转让价 格、要约收购价格均为17.72元/股，以此计算，合计总对价达16.65亿元。据悉，锋龙股份作为专精特新 及高新技术企业，长期深耕割草机等园林机械及发动机、液压控制系统及汽车零部件的研发与制造，拥 有扎实的精密制造能力、成熟的供应链体系与广泛的客户基础。 ...

Group 1 - The core point of the news is that UBTECH (stock code: 09880) has made significant moves in the market, including a notable increase in stock price and a strategic acquisition of a controlling stake in Fenglong Co., Ltd. [2][5] - UBTECH's stock opened over 10% higher and was reported to have risen by 10.68%, reaching HKD 121.20, with a trading volume of HKD 447 million [2][5]. - The company announced the acquisition of 93,957,518 shares of Fenglong Co., Ltd., representing 43% of the total shares, at a price of CNY 17.72 per share, totaling approximately CNY 1.665 billion [2][5]. Group 2 - Recently, UBTECH secured contracts for two projects: the humanoid robot data collection center in Huizhou and the equipment procurement for the Intelligent Technology Center in Hohhot, with total contract values exceeding CNY 130 million [3][6]. - For 2025, UBTECH's total order value for humanoid robots is projected to be nearly CNY 1.4 billion, maintaining its leadership in the global humanoid robot industry [3][6]. - On December 26, UBTECH's 1,000th Walker S2 robot was produced at the Liuzhou Robot Super Smart Factory, achieving a production capacity of 1,000 units for the year, with expectations to reach a production capacity of 10,000 units by 2026 [3][6].

Core Viewpoint - UBTECH (09880) experienced a significant increase in stock price, rising by 7.21% to HKD 117.4, with a trading volume of HKD 38.57 million following the announcement of acquiring a controlling stake in Fenglong Co., Ltd. (002931) [1] Group 1: Acquisition Details - UBTECH announced the acquisition of 93,957,518 shares of Fenglong Co., Ltd., representing 43% of the total shares, through a combination of "agreement transfer + tender offer" [1] - The share transfer and tender offer price is set at RMB 17.72 per share, resulting in a total consideration of RMB 1.665 billion [1] Group 2: Company Background - Fenglong Co., Ltd. is recognized as a specialized and innovative high-tech enterprise, focusing on the research and manufacturing of lawn mowers, engines, hydraulic control systems, and automotive parts [1] - The company possesses strong precision manufacturing capabilities, a mature supply chain system, and a broad customer base [1] Group 3: Recent Contracts and Production Milestones - UBTECH recently secured contracts for the Bay Area Data Collection Center project in Huizhou and the procurement project for the Intelligent Technology Center in Hohhot, with contract amounts of RMB 59.62 million and RMB 77.8 million, respectively, totaling over RMB 130 million [1] - By 2025, UBTECH's total order amount for humanoid robots is expected to reach nearly RMB 1.4 billion, maintaining its leadership in the global humanoid robot industry [1] - On December 26, UBTECH's 1000th Walker S2 robot was produced at the Liuzhou Robot Super Smart Factory, achieving an annual production capacity of 1,000 units [1] - The company anticipates that its annual production capacity for humanoid robots will reach 10,000 units by 2026 [1]

Group 1 - The core point of the article is that UBTECH (09880) has seen a significant stock price increase of over 7% following the announcement of acquiring a controlling stake in Fenglong Co., Ltd. through a combination of "agreement transfer + tender offer" [1] - UBTECH announced the acquisition of 93,957,518 shares of Fenglong Co., representing 43% of the total shares, at a price of 17.72 yuan per share, totaling approximately 1.665 billion yuan [1] - Fenglong Co. is recognized as a specialized and innovative high-tech enterprise, focusing on the research and manufacturing of lawn mowers, engines, hydraulic control systems, and automotive parts, with a solid manufacturing capability and extensive supply chain [1] Group 2 - Recently, UBTECH has won new contracts for projects in Huizhou and Hohhot, with total contract amounts exceeding 130 million yuan [1] - The total order amount for UBTECH's humanoid robots is nearing 1.4 billion yuan for 2025, maintaining its leadership in the global humanoid robot industry [1] - UBTECH has achieved a production milestone with the rollout of its 1,000th Walker S2 robot, and it is expected to reach an annual production capacity of 10,000 units by 2026 [1]