今天是圣诞节，昨晚美股提前收盘，今天港股不开盘。A股这边，即使临近年底行情却异常火热，上证指数收涨0.47%豪取七连阳，商业航天板块更是掀起 涨停潮。 近两周A股的持续走强，有两股增量资金比较明显： 另外就是融资的加仓了，融资连续三天净买入超过100亿，市场融资余额已经突破2.5万亿，领先指数创出新高。 再来看今天的重磅消息： 从上周开始我就在提示大家人民币汇率会破7，今天离岸人民币兑美元即期午后涨145点至6.994元，创2024年9月30日以来新高。 上周末中信证券发过研报，对于人民币"破7"，市场的肌肉记忆是造纸、航空等板块，航空板块近期有所走强，造纸更为强势，五洲特纸两连板，恒达新 材、博汇纸业等涨停。这只是短期的炒作逻辑，长期来看，如果内需能够回暖，配合人民币升值，往往会带来顺周期板块走强，今天尾盘白酒等消费板块一 度拉升，不过白酒回暖大难，旅游等服务消费复苏确定性更高。 | 序号 代码 | | 名称 | ● | 号新 | 涨幅% J | 年初至今张幅% | | --- | --- | --- | --- | --- | --- | --- | | 1 | 301469 | 恒达新材 | | 35. ...

| 连板服 | A 2425 | | | --- | --- | --- | | | | 截至收盘斩获连板个股 | | 股票名称 | 连板天数 | 所属概念 | | 胜通能源 | 10 | 燃气 | | 嘉美包装 | 7 | 包装 | | 神剑股份 | 6 | 商业航天 | | 创元科技 | 4 | 商业航天 | | 合兴包装 | 4 | 包装 | | *ST宇顺 | 4 | 电子元件 | | *ST云网 | 4 | 光伏 | | *ST建艺 | 4 | 建筑 | | 安通控股 | 4 | 交通运输 | | 圣晖集成 | র | 建筑 | | 九鼎新材 | 3 | 商业航天 | | 航天工程 | 3 | 工业机械 | | 博云新材 | 2 | 商业航天 | | 隆墓机械 | 2 | 商业航天 | | ST八菱 | 2 | 汽车零部件 | | 锋龙股份 | 2 | 机器人 | | 金时科技 | 2 | 储能 | | 直真科技 | 2 | 商业航天 | | 超捷股份 | 2 | 商业航天+人形机器人 | | --- | --- | --- | | 中国卫星 | 2 | 商业航天 | | 厦门国贸 | 2 | 工业 ...

【导读】A股上涨，泰勒套利失败，白银基金跌停 大家好，今天的A股表现不错，三大指数上涨，近4000只个股上涨！一起看看发生了什么事情。 A股低开高走 12月25日，A股早盘低开，随后逐渐回暖，沪指录得7连阳，深成指、创业板指探底回升。截至收盘，沪指涨0.47%，深成指涨0.33%，创业 板指涨0.3%。 | 880005 张跌家数 | | | | --- | --- | --- | | 日中 | 涨停 | 93 | | 涨幅 | > 7% | 153 | | 涨幅 | 5-7% | 129 | | 涨幅 | 3-5% | 359 | | 张帽 | 0-3% | 3132 | | 跌幅 | 0-3% | 1359 | | 跌幅 | 3-5% | 95 | | 跌幅 | 5-7% | 15 | | 跌幅 | > 7% | 4 | | 其中 跌停 | | 2 | | 上涨家数 | | 3773 | | 下跌家数 平盘停牌 | | 1473 | | | | 220 | | | | 5466 | | 总品种数 总成交额 总成交量 | | 19439.18亿 | | | | 113821.2万 | | 涨家增减 | | ...

作为全球人形机器人领域的领先企业，优必选于2023年12月29日在港交所挂牌上市。今年以来，优必选 持续聚焦工业人形机器人落地应用及量产交付，商业化进程领跑全球，已累计斩获近14亿元人形机器人 订单。2025年11月份，优必选工业人形机器人Walker S2开启量产交付，首批数百台Walker S2投入汽车 制造、智能制造、智慧物流、具身智能数据中心等产业一线应用。产能方面，Walker S2当前月产能已 超过300台，预期今年交付量超过500台。 此次战略收购是优必选完善产业链布局、强化核心竞争力的重要举措。未来，优必选将依托自身在人形 机器人领域的技术优势与商业化经验，结合锋龙股份的制造与供应链能力，深化产业协同，持续推动人 形机器人技术的产业化落地。 （编辑 张昕） 本报讯 （记者刘晓一）12月24日，国内"人形机器人第一股"深圳市优必选科技股份有限公司（以下简 称"优必选"）发布公告，以"协议转让+要约收购"的组合方式共收购深交所上市公司浙江锋龙电气股份 有限公司（以下简称"锋龙股份"）9395.75万股（占公司股份总数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17.7 ...

Core Viewpoint - A significant acquisition wave led by technology companies in the A-share market has commenced, highlighted by UBTECH's announcement to acquire approximately 43% of the shares of Fenglong Co., Ltd. through a combination of agreement transfer and partial tender offer, with a total consideration of 1.665 billion yuan [1][7]. Group 1: Acquisition Details - UBTECH plans to acquire 65.53 million shares of Fenglong, representing 29.99% of the total share capital, at a price of 17.72 yuan per share, totaling 1.161 billion yuan [4][5]. - Following the agreement transfer, UBTECH will issue a partial tender offer for an additional 28.45 million shares, representing 13.02% of the total share capital, at the same price of 17.72 yuan per share [4][5]. - The total expenditure for the acquisition is expected to be 1.665 billion yuan, enhancing UBTECH's control over Fenglong [7]. Group 2: Market Implications - The acquisition has sparked speculation about UBTECH's potential return to the A-share market, although regulatory policies suggest that this may not be feasible [1][10]. - UBTECH's strategy mirrors previous acquisitions in the sector, utilizing agreement transfers and partial tender offers to secure control at a lower cost [2][4]. - The transaction is not merely a shell acquisition; it aims to create synergy between UBTECH's robotics focus and Fenglong's manufacturing capabilities, which include precision manufacturing and a mature supply chain [11][12]. Group 3: Future Prospects - UBTECH's current financial status does not meet the requirements for a backdoor listing through Fenglong, as it has not achieved profitability [10]. - An independent IPO on the Shenzhen Stock Exchange may be a more viable option for UBTECH, given its market capitalization and revenue projections [10][12]. - The acquisition is funded through UBTECH's own capital, including proceeds from a recent placement aimed at supporting mergers and investments in the robotics industry [13].

转自：智通财经 MACD金叉信号形成，这些股涨势不错！ 【12月25日连板股分析：连板股晋级率超六成 胜通能源10连板】今日共78股涨停，连板股总数22只， 其中三连板及以上个股9只，上一交易日共14只连板股，连板股晋级率64.28%（不含ST股、退市股）。 个股方面，全市场超3700只个股上涨，逾百股涨停或涨超10%，短线情绪升温，胜通能源、嘉美包装继 续一字涨停，神剑股份、再升科技T字涨停缩量加速，昨日14只连板股中仅安记食品、集泰股份两股收 绿。板块方面，商业航天概念继续爆发，近40股涨停或涨超10%，其中再升科技14天8板，神剑股份6连 板，超捷股份20CM2连板，权重中国卫星2连板；机器人概念强劲反弹，逾20股涨停或涨超10%，锋龙 股份、天奇股份一字涨停，首开股份（维权）走出4天2板，昊志机电20CM涨停，消息面上，优必选拟 16.65亿元入主锋龙股份，或将借此次收购返回A股。 ...

截至收盘，上证指数报收3959.62点，上涨0.47%；深证成指收于13531.41点，上涨0.33%；创业板指上 涨0.30%；科创50指数下跌0.23%。 不含当日上市新股，今日可交易A股中，上涨个股有3772只，占比69.17%，下跌个股有1473只，平盘个 股208只。其中，收盘股价涨停的有96只，跌停股有2只。 证券时报•数据宝统计显示，涨停个股中，主板有89只，北交所1只，创业板6只。以所属行业来看，上 榜个股居前的行业有机械设备、轻工制造、国防军工行业，上榜个股分别有14只、10只、10只。 涨停股中，ST中迪、*ST铖昌等15只股为ST股。连续涨停天数看，胜通能源已连收10个涨停板，连续涨 停板数量最多。从收盘涨停板封单量来看，锋龙股份最受资金追捧，收盘涨停板封单有15384.85万股， 其次是安通控股、嘉美包装等，涨停板封单分别有6494.97万股、4846.32万股。以封单金额计算，锋龙 股份、嘉美包装、安通控股等涨停板封单资金较多，分别有33.31亿元、4.31亿元、3.86亿元。（数据 宝） （原标题：96只股涨停 最大封单资金33.31亿元） 两市涨停股一览 | 代码 | 简称 | ...

12月25日，A股午后集体走强，沪指录得7连阳，截至收盘，沪指涨0.47%，深成指涨0.33%，创业板指涨0.3%。沪深 两市成交额1.94万亿元，较上一个交易日放量467亿元。全市场超3700只个股上涨，其中有93只个股涨停。 盘面上，商业航天概念继续暴涨，20余只个股再迎大面积涨停潮，超捷股份（301005）、广联航空（300900）20CM 涨停，神剑股份（002361）6连板，再升科技（603601）、九鼎新材（002201）、中国卫星（600118）、隆基机械 （002363）涨停。 机器人概念午后持续拉升。昊志机电（300503）午后开盘仅用3分钟20CM涨停，圣晖集成（603163）4连板，国风新 材（000859）、扬子新材（002652）涨停。 | 资料 | 成分 | 资讯 | 相关基金 | 月度收益 | | --- | --- | --- | --- | --- | | 名称 | | 现价 | 涨跌幅 → | lil | | 埃夫特-U | | 22.88 | 13.55% | 0.09% | | 688165.SH | | | | | | 拓斯达 | | 31.96 | 13.01% | ...

记者丨曾静娇 编辑丨吴桂兴 12月25日， A股午后集体走强，沪指录得7连阳 ，截至收盘，沪指涨0.47%，深成指涨0.33%，创业板指涨 0.3%。沪深两市成交额1.94万亿元，较上一个交易日放量467亿元。 全市场超3700只个股上涨，其中有93只 个股涨停。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3959.62 | 13531.41 | 1457.96 | | +18.67 +0.47% | +44.99 +0.33% +12.41 +0.86% | | | 科创50 | 创业板指 | 万得全A | | 1349.06 | 3239.34 | 6409.89 | | -3.07 -0.23% | | +9.77 +0.30% +38.21 +0.60% | | 沪深300 | 中证500 | 中证A500 | | 4642.54 | 7410.71 | 5636.74 | | +8.48 +0.18% +58.67 +0.80% | | +14.22 +0.25% | | 中证1000 | 深证100 | 中证红利 | | 7579.38 | 5865 ...

Core Viewpoint - UBTECH Robotics (9880.HK) announced the acquisition of 43% of the shares of Fenglong Co., Ltd. (002931.SZ) through a combination of "agreement transfer + tender offer," marking a significant shift in control from Chengfeng Investment to UBTECH's founder, Zhou Jian [2] Group 1: Acquisition Details - The acquisition involves the purchase of 93,957,518 shares at a price of 17.72 CNY per share, representing a 10% discount from the last trading price of 19.68 CNY before suspension [2] - The total consideration for the transaction amounts to 1.665 billion CNY [2] Group 2: Market Reaction - On December 25, Fenglong Co., Ltd. opened with a limit-up at 21.65 CNY per share, achieving a market capitalization of 4.7 billion CNY [5] Group 3: Company Background - Fenglong Co., Ltd., established in 2003, specializes in the research, production, and sales of garden machinery engines, hydraulic control systems, and automotive components [7] - The company operates five subsidiaries and is recognized as a specialized and innovative high-tech enterprise [7] Group 4: Financial Performance - Fenglong Co., Ltd. reported revenues of approximately 587 million CNY, 433 million CNY, and 479 million CNY for the years 2022 to 2024, with net profits of 48.59 million CNY, -7.04 million CNY, and 4.59 million CNY respectively [8] - In the first three quarters of 2025, Fenglong achieved revenues of approximately 373 million CNY, a year-on-year increase of 9.47%, and a net profit of approximately 21.52 million CNY, a significant increase of 1714.99% [8] Group 5: Strategic Implications - UBTECH views this strategic acquisition as a means to enhance its industrial chain layout and strengthen its core competitiveness, leveraging its technological advantages in humanoid robotics alongside Fenglong's manufacturing capabilities [7] - The acquisition is seen as a step towards exploring the "H+A" path for humanoid robotics companies, aiming to provide more resources for global expansion and industrial chain extension [12]