Group 1 - The core viewpoint of the article highlights a significant increase in the number of stocks reaching their upper limit, with a promotion rate of over 60% for consecutive limit-up stocks, indicating a bullish market sentiment [1] - A total of 78 stocks hit the daily limit, with 22 consecutive limit-up stocks, and 9 of these stocks achieved three consecutive limit-ups or more [1] - The overall market saw over 3,700 stocks rise, with more than 100 stocks either hitting the limit or increasing by over 10%, reflecting a surge in short-term market sentiment [1] Group 2 - The commercial aerospace sector experienced a notable breakout, with nearly 40 stocks hitting the limit or rising over 10%, including significant performers like Zai Sheng Technology and Shen Jian Co., Ltd. [1] - The robotics sector also showed strong rebounds, with over 20 stocks hitting the limit or increasing by more than 10%, highlighted by companies such as Fenglong Co., Ltd. and Tianqi Co., Ltd. [1] - The news mentions that UBTECH plans to invest 1.665 billion yuan to acquire Fenglong Co., Ltd., which may facilitate its return to the A-share market [1]

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]

Core Viewpoint - The acquisition of Fenglong Co., Ltd. by UBTECH, the "first humanoid robot stock," has led to a significant surge in Fenglong's stock price, with a limit-up of 10.01% to 21.65 CNY per share, and a massive order volume on the limit-up board [1][2][3] Group 1: Stock Performance - Fenglong Co., Ltd. opened at a limit-up price of 21.65 CNY per share, with a limit-up order volume reaching 459.89 million shares, which is more than double its total share capital of 219 million shares [1] - As of the afternoon, the order volume on the limit-up board remained above 216 million shares, indicating over 4.6 billion CNY queued for purchase, while Fenglong's market capitalization was only 4.343 billion CNY [1] Group 2: Acquisition Details - Fenglong announced the signing of a share transfer agreement with UBTECH, where 65.53 million unrestricted shares, accounting for 29.99% of the total share capital, will be transferred at a price of 17.72 CNY per share, totaling approximately 1.161 billion CNY [3] - Following the transaction, UBTECH will acquire approximately 93.96 million shares of Fenglong, representing 43% of the total share capital, for a total consideration of about 1.665 billion CNY [3] Group 3: Market Context - The acquisition has sparked a rally in the A-share robotics sector, with multiple stocks, including Haoshi Electric and Shoukai Co., hitting their limit-ups, and other stocks like Aifute rising over 14% [2] - The situation draws parallels to the significant stock performance of Shuangwei New Materials, which saw a 10-fold increase after a similar acquisition in the robotics sector earlier this year [3][4]

Core Viewpoint - Fenglong Co., Ltd. (002931.SZ) has resumed trading with a limit-up of 10.01%, closing at 21.65 yuan, following the announcement of a potential change in control involving its major shareholder, Chengfeng Investment [1] Group 1: Shareholder Changes - Chengfeng Investment and its actual controller, Dong Jianggang, are in discussions regarding a change in the company's control, which may lead to a change in the major shareholder and actual controller [1] - A share transfer agreement has been signed between Chengfeng Investment, Dong Jianggang, Ningbo Fengchi Investment Co., Ltd., Li Caixia, and UBTECH Robotics Corp., involving the transfer of 65,529,906 shares (29.99% of total shares) at a price of 17.72 yuan per share, totaling approximately 1.16 billion yuan [2] - After the share transfer, UBTECH will issue a partial tender offer for 28,450,000 shares (13.02% of total shares) at the same price of 17.72 yuan per share [2] Group 2: Voting Rights and Control - The parties involved in the share transfer have irrevocably committed to tendering 28,427,612 shares (13.01% of total shares) for the tender offer and will waive their voting rights associated with these shares [3] - Following the completion of the transaction, the major shareholder will change from Chengfeng Investment to UBTECH, and the actual controller will change from Dong Jianggang to Zhou Jiang [3] Group 3: UBTECH's Financial Background - UBTECH, known as the "first stock of humanoid robots," has faced financial challenges, including six rounds of equity financing since its IPO, raising a total of 8.5 billion Hong Kong dollars for operational expenses and loan repayments [4] - The company specializes in the research, production, and sales of educational robots, logistics robots, industrial robots, and humanoid robots [4]

Core Viewpoint - The recent surge in the robotics sector is primarily driven by UBTECH's acquisition of 43% of Fenglong shares, which is seen as a significant catalyst for the market [2][3]. Group 1: Market Performance - Robotics concept stocks collectively strengthened, with notable gains including Jilun Intelligent hitting the daily limit, and other companies like Tailor Shares and Fenglong Shares also experiencing significant increases [2]. - The robotics ETF saw a rise of nearly 2%, indicating strong investor interest in the sector [3]. Group 2: Acquisition Details - UBTECH announced the acquisition of 93.96 million shares of Fenglong, representing 43% of its total shares, at a price of 17.72 yuan per share, totaling approximately 1.665 billion yuan [2][3]. - Analysts believe that the collaboration between UBTECH, focused on humanoid robots, and Fenglong, a specialized high-tech enterprise, will enhance industry synergy and drive the commercialization of humanoid robot technology [3]. Group 3: Industry Outlook - UBTECH has secured nearly 1.4 billion yuan in orders for humanoid robots this year, with expectations to increase production capacity to 10,000 units by 2026 [4]. - The focus for the industry in 2026 will be on mass production, with significant advancements anticipated in motion control technology [6][7]. Group 4: Challenges and Innovations - The three main challenges for humanoid robot production include developing dexterous hands, an AI brain capable of understanding the real world, and achieving large-scale production [6]. - Tesla is actively working on improving AI capabilities and accelerating production timelines, with expectations to prepare prototype production by early 2026 [7].

消息面上，"人形机器人第一股"优必选昨晚发布公告，以"协议转让+要约收购"的组合方式共收购深交 所上市公司锋龙股份93957518股（占锋龙股份公司股份总数43%）。 今日（12月25日）上午，机器人相关题材大幅异动，减速器、人形机器人、汽车配件、宇树机器人等概 念板块均涨超1%。个股方面，昊志机电（300503）、强瑞技术（301128）、拓斯达（300607）等上午 收盘均涨超10%，龙溪股份（600592）、大业股份（603278）、天奇股份（002009）等个股涨停。新晋 机器人题材的锋龙股份（002931）一字涨停，集合竞价后封单一度接近460万手，该公司流通股仅两亿 股出头，意味着其流通盘远远不够卖。截至上午收盘，该股仍有超两百万手封单。 业内人士指出，此次优必选入主A股，令人想起了今年两只十倍大牛股，上纬新材和天普股份 （605255），前者是智元机器人入主，后者是中昊芯英要约收购。 底部特征显现 具身智能市场空间广阔。从政策面来看，多地"十五五"规划将具身智能/人形机器人明确列为未来产业 与新经济增长点；北京发布行动计划并落地全国首个全自主无人化人形机器人导览方案，地方政策从顶 层规划向应用示 ...

临近岁末，上证指数的连阳走势成为市场焦点。 今天上午，上证指数继续上涨，迎来7连阳。今年以来，上证指数最长的连阳纪录是8连阳，一共有两次，一次发生在4月11日—22日，另一次在8月4日—13 日。10月21日—29日有过7连阳走势。 这次上证指数7连阳，保险板块"出力"最大。今天上午，保险板块再度走强，五大险企集体上涨，中国太保（601601）盘中股价创历史新高，中国平安盘中 股价创今年以来新高。 锋龙股份（002931）今天复牌迎来"一字"涨停，截至上午收盘，涨停板上仍有逾211万手封单，合计金额45.7亿元。锋龙股份最新市值为47.31亿元，流通市 值为43.43亿元。 截至上午收盘，上证指数上涨0.29%，深证成指下跌0.11%，创业板指下跌0.37%。商业航天产业链继续大涨。 人形机器人板块上涨 今天上午，人形机器人板块上涨，其中，优必选概念股表现突出，昊志机电（300503）等个股大涨。 此外，前几日，"马斯克点赞王力宏伴舞机器人"登上微博热搜。据报道，12月18日，王力宏成都演唱会首次引入人形机器人伴舞，6个宇树科技G1机器人身 着银色亮片服装，精准卡点音乐节奏，动作与王力宏及其伴舞高度同步，最后 ...