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。 ...

Group 1 - Hubei Yihua has received acceptance from the Shenzhen Stock Exchange for its application to issue convertible bonds to unspecified objects [1] - Tongye Technology plans to acquire 91.69% of Beijing Silingke Semiconductor Technology Co., Ltd. for a total price of 561 million yuan [2] - Heng Rui Medicine has signed an exclusive licensing agreement with Hansoh Pharmaceutical, which includes a payment of 30 million yuan and potential milestone payments up to 190 million yuan [3] Group 2 - Jun Da Co. announced that its strategic cooperation framework agreement with Shangyi Optoelectronics will not significantly impact its current operating performance [4] - Jinchuan Group's wholly-owned subsidiary is jointly investing in a venture capital partnership to invest in Shanghai Gesi Information Technology Co., Ltd. [5] - Baili Tianheng plans to apply for the registration of debt financing tools not exceeding 10 billion yuan [6] Group 3 - Yuanda Environmental Protection announced the resignation of its chairman Chen Bin due to work changes [7] - Aerospace Development reported that its subsidiary's revenue accounted for less than 1% of the total revenue in the first three quarters of 2025 [8] - ST Huluwawa and its chairman Liu Jingping are under investigation by the China Securities Regulatory Commission for information disclosure violations [10] Group 4 - Jia Mei Packaging confirmed that it has no plans for significant changes to its main business or for a reverse merger in the next 36 months [11] - Wangfujing has won the bid for the duty-free project at Beijing Capital International Airport, with a guaranteed operating fee of 113 million yuan for the first year [12] - Siwei Liekong has suspended trading due to potential changes in control [13] Group 5 - Zhongchao Holdings announced a tax payment and late fee totaling 8.2881 million yuan [14] - Yongshuntai plans to conduct foreign exchange derivative trading with a total amount not exceeding 1.7 billion yuan in 2026 [15] - Guojin Securities has been approved to publicly issue company bonds not exceeding 25 billion yuan [16] Group 6 - Jincheng Pharmaceutical's subsidiaries are required to pay a total of 21.5968 million yuan in taxes and late fees [17] - China Shenhua's subsidiary has successfully completed the trial operation of its power generation unit [19] - Yijing Optoelectronics has received a hearing notice regarding the inability to advance its photovoltaic project [20] Group 7 - Jiga Development has received debt waivers totaling 378 million yuan from its controlling shareholder and related parties [21] - ST Lutong plans to apply to the Shenzhen Stock Exchange to revoke other risk warnings after a shareholder repaid funds [22] - Xin'ao Co. is progressing with the privatization of Xin'ao Energy and has completed significant asset restructuring foreign exchange registration [23]

新京报贝壳财经讯 12月28日，嘉美包装发布股价异动公告称，公司股票连续3个交易日(12月24日、12 月25日、12月26日)收盘价格涨幅偏离值累计超过20%，属于股票异常波动的情况。自2025年12月17日 以来连续8个交易日涨停，收盘价格涨幅偏离值累计达到109.54%，属于股票交易严重异常波动的情 形。嘉美包装表示，公司基本面未发生重大变化，但近期公司股票价格严重脱离公司基本面情况，投资 者参与交易可能面临较大风险， 如未来公司股票价格进一步异常上涨，可能申请停牌核查。 ...

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%上榜龙虎榜3次，买卖居前营业部 中，机构净卖出590.40万元，营业部席位合计净买入8899.80万元。（数据宝） 嘉美包装盘中涨停，已连收9个涨停板，截至9:43，该股报10.77元，换手率0.48%，成交量454.97万股， 成交金额4900.05万元，涨停板封单金额为11.21亿元。连续涨停期间，该股累计上涨136.18%，累计换 手率为2.99%。最新A股总市值达102.90亿元，A股流通市值102.24亿元。 （文章来源：证券时报网） 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） | | --- | --- | --- | --- | | 2025.12.26 | 10.00 | 0.27 | 1542.23 | | 2025.12.25 | 10.01 | 0.22 | 1240.89 | | 2025.12.24 | 10.07 | 0.31 | 1561.67 | | 2025.12.23 | 10.03 | 0.56 | 2557.66 | | 2025.12.22 | 10.05 | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 【头条要闻】 国务院国资委：国有企业要带头抵制"内卷式"竞争 带动产业链上下游企业融通发展 其中提到，确保进一步深化国资国企改革取得新成效。党的二十届三中全会明确的各项改革任务需要在 2029年完成。国资国企改革是经济体制改革的重要内容，是做强做优做大国有企业和国有资本的关键一 招，必须以实施新一轮深化国资国企改革为抓手，以构建新型生产关系为重点，完善中国特色现代企业 制度，健全公司治理结构，推动党的领导融入公司治理各环节，差异化推进董事会建设，深化三项制度 改革，持续提升经理层成员任期制契约化管理水平，健全市场化用工模式，按照"规范、激励、倾斜"一 体推进要求，进一步加强薪酬管理。优化企业管理运营体系，加快组织形态和管理流程变革，持续推动 扁平化、智能化改造，不断压缩管理层级、缩短决策链条，提升企业对市场环境变化和产业发展趋势的 敏锐度，大力推动效率革命。完善国有资产管理监督体制机制，研究制定国有企业履行战略使命评价制 度，完善国有企业增加值核算方法，深化"一企一策"分类考核，进一步加强和改进出资人监督，推进穿 透式监管，确保既"放得活"又"管得好"。 明年 ...

Group 1: Market Policies and Regulations - The Shanghai and Shenzhen Stock Exchanges announced a series of fee reduction measures for 2026, with an estimated total reduction exceeding 1.9 billion yuan, including approximately 1.113 billion yuan from the Shanghai Stock Exchange and over 800 million yuan from the Shenzhen Stock Exchange [1] - The National Financial Work Conference confirmed the continuation of "national subsidies" in 2026, focusing on boosting consumption and supporting the replacement of consumer goods [1] - The People's Bank of China aims to significantly increase the scale and proportion of various medium- and long-term funds invested in A-shares, promoting a healthy cycle between capital market stability and high-quality economic development [1] Group 2: Industry Developments - The Ministry of Industry and Information Technology established a standardization committee for humanoid robots and embodied intelligence, which will focus on developing industry standards in key technology areas [2] - Wall Street's first GPU company, Birun Technology, has set its Hong Kong IPO price range at HKD 17.00 to 19.60 per share, with plans to list on January 2, 2026 [3] - The National Investment UBS Silver LOF has reduced the A-class regular investment limit back to 100 yuan and announced a suspension of C-class share subscriptions to protect the interests of existing fund holders [4] Group 3: Market Trends and Performance - The A-share market is experiencing a bullish trend, with indices rising for eight consecutive days, indicating a potential for further gains [7] - The total box office for the 2025 Chinese film New Year season has surpassed 5 billion yuan, marking the highest figure for the same period in nearly eight years [8] - The battery recycling industry is expected to see new policies aimed at improving the efficiency of production capacity and addressing the mismatch between battery supply and recycling capacity [9]

Group 1 - Victory Energy (001331) has achieved an 11-day continuous rise, indicating strong market interest and potential volatility in its stock price [1] - Jia Mei Packaging (002969) has also seen significant price movement with 9 out of 11 days of gains, suggesting a similar trend of investor speculation [1] - The overall market showed a slight increase with the Shanghai Composite Index rising 0.1% and recording an 8-day upward trend, while trading volume increased to 2.16 trillion yuan, up 235.7 billion yuan from the previous trading day [1] Group 2 - The copper and aluminum sectors are performing strongly, with Jiangxi Copper (600362) hitting a new high since January 2008, and other companies like Zijin Mining (601899) and Luoyang Molybdenum (603993) also reaching historical peaks [1] - The market is experiencing rapid rotation of hotspots, with over 3,400 stocks declining, indicating a challenging environment for many investors [1] - The global metal futures market has resumed a "surge" mode, with COMEX gold, silver, and copper futures all reaching historical highs, reflecting strong demand and market dynamics [1] Group 3 - Fenglong Co. (002931) announced that after a change in control, the company will continue to focus on its original business, with no immediate plans for major changes or asset restructuring [2] - Victory Energy (001331) indicated that if its stock price continues to rise, it may apply for a trading suspension for verification, highlighting potential risks for investors [3] - Jia Mei Packaging (002969) also warned that if its stock price experiences further abnormal increases, it may seek a trading suspension, emphasizing the disconnect between stock price and fundamental performance [4] Group 4 - The U.S. stock market saw slight declines across major indices, with the Nasdaq down 0.09% and Tesla falling over 2%, indicating mixed performance among large tech stocks [5] - Despite the declines, the weekly performance showed positive trends for major indices, with the Nasdaq gaining 1.22% and the S&P 500 up 1.4%, suggesting resilience in the broader market [5]

Market Overview - The market structure characteristics are expected to continue in the short term, with trading volume being a key signal for market trends [1][9] - Major U.S. stock indices hovered near historical highs, with the Dow Jones down 0.04%, Nasdaq down 0.09%, and S&P 500 down 0.03% at the close [3] - The Nasdaq China Golden Dragon Index rose by 0.72%, with notable gains from Alibaba (1.5%), Pinduoduo (1.4%), and Baidu (1.2%) [3] Commodity Markets - Gold futures for December delivery increased by 1.08% to $4,529.10 per ounce, while silver futures surged by 7.68% to $76.48 per ounce, with post-market gains pushing silver above $78 per ounce [4] - International oil prices declined, with WTI crude down 2.76% to $56.74 per barrel and Brent crude down 2.57% to $60.64 per barrel [3] Financial Policies and Regulations - The People's Bank of China and the State Administration of Foreign Exchange announced the promotion of integrated currency pools for multinational companies, aiming to streamline cross-border fund management [6] - The National Bureau of Statistics released implementation opinions to strengthen data technology innovation, targeting the establishment of leading data technology innovation platforms by 2027 [6] Market Sentiment and Investment Trends - Institutional investors are increasingly adding to A500 ETF and other broad-based products, contributing to stable incremental capital in the market [9] - The market is currently characterized by a "buy on dips, structural switching" approach rather than aggressive trend-based accumulation at high levels, indicating a potential for gradual upward movement in the market [9] Company-Specific Developments - Xiaomi Group's co-founder plans to sell up to $2 billion of Class B common stock [10] - ST Houlv's chairman is under investigation for information disclosure violations by the China Securities Regulatory Commission [10] - Chipmaker AI orders from Chip Original Co. exceeded 24.94 billion yuan, with over 84% of fourth-quarter orders related to AI computing power [10]

Core Viewpoint - The article discusses various companies' recent announcements regarding stock price fluctuations, operational updates, and strategic partnerships, highlighting potential investment opportunities and risks in the market. Group 1: Company Announcements - Aerospace Development reported a revenue of 1.697 billion yuan for the first three quarters of 2025, with a significant increase attributed to ship deliveries, while its subsidiary's revenue contribution remains below 1% [3] - Victory Energy announced that it may apply for a trading suspension if its stock price continues to rise, indicating potential risks for investors [4] - Jia Mei Packaging also warned of possible trading suspension due to significant stock price deviations from its fundamentals, urging investors to be cautious [5][6] - Fenglong Co. stated that its acquirer, UBTECH, has no plans to change its main business or conduct significant asset transactions in the next 12 months [7] - ST Huluwa is under investigation by the China Securities Regulatory Commission for information disclosure violations, but its operations continue normally [8] Group 2: Project Updates - Yijing Optoelectronics announced delays in its photovoltaic project in Anhui due to industry-wide capacity mismatches, leading to a halt in production and potential financial liabilities [9] - Tongyu Communication cautioned about the risks of irrational market speculation following a significant stock price increase [10] - Junda Co. clarified that its strategic cooperation with Shangyi Optoelectronics will not have a major impact on its current financial performance due to the preliminary nature of the agreement [12] Group 3: Strategic Partnerships and Acquisitions - Hengrui Medicine signed an exclusive licensing agreement with Hansoh Pharmaceutical, which includes a 30 million yuan upfront payment and potential milestone payments totaling up to 190 million yuan [13] - Tongye Technology plans to acquire a 91.69% stake in Beijing Silingke Semiconductor Technology for 561 million yuan, focusing on power IoT communication chips [14] - ST Lutong intends to apply for the removal of risk warnings after a shareholder's commitment to repay funds misappropriated by the actual controller [15] Group 4: New Contracts and Market Expansion - Wangfujing won a bid for the Beijing Capital International Airport duty-free project, with a guaranteed operating fee of 113 million yuan for the first year and a sales commission of 5%, marking its entry into a major international hub [17]

Core Viewpoint - Several stocks have issued announcements regarding abnormal trading fluctuations, indicating potential risks associated with their recent price movements [1][2][3]. Group 1: Stock Announcements - Victory Energy (001331) has announced that its stock price has significantly deviated from its fundamentals, indicating a risk of rapid decline if prices continue to rise. The company may apply for a trading suspension for verification if prices increase further [1][2]. - Jia Mei Packaging (002969) has also reported that its stock price has severely diverged from its fundamentals, warning investors of potential risks and the possibility of applying for a trading suspension if prices rise abnormally [1][3]. - Zhejiang Shibao (002703), Shenjian Co. (002361), Hainan Development (002163), and Tongyu Communication (002792) have all issued announcements stating that their internal and external operating environments have not changed significantly, and there are no undisclosed major matters [1][4][5]. Group 2: Company Operations - Victory Energy's main business remains the procurement, transportation, and sales of liquefied natural gas, with no significant changes reported. The company has signed a share transfer agreement with its controlling shareholder, and there are no plans for asset restructuring or major business changes in the next 12 months [2]. - Jia Mei Packaging continues to focus on the research, design, production, and sales of food and beverage packaging containers, with no major changes in its operations. The company has also signed a share transfer agreement with its controlling shareholder, with no plans for significant adjustments in the next 12 months [3]. - Aerospace Development (000547) reported that its subsidiary, Aerospace Tianmu (Chongqing) Satellite Technology Co., primarily engages in commercial low-orbit satellite operations and data application services, contributing less than 1% to the company's total revenue for the first three quarters of 2025 [6].