【导读】上午三大指数涨跌不一， CPO持续走强，创新药、消费电子、零售股上涨；而贵金属、房地产等板块走弱 中国基金报记者 张舟 大家好，基金君和你继续关注今天的市场行情！ 12月9日上午，A股三大股指涨跌不一。截至午间收盘，沪指报3918.83点，跌0.13%，深证成指涨0.09%，创业板指涨1.07%。 沪深两市半日成交额为1.26万亿元，较上个交易日缩量347亿元。 个股涨多跌少，全市场共1738只个股上涨，40只个股涨停，有3555只 个股下跌。 从板块看，光模块（CPO）持续拉涨，创新药、消费电子、商业百货、培育钻石概念板块走强；而贵金属、房地产等板块领跌。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 覆铜板 | 电路板 | | 电路交换机(光模块(CPO) | 培育钻石 | 电子元器件 | 办公用品 | 通信设备 | 零售 | 重型机械 | | 3.95% | 2.93% | 2.93% | 2.59% | 2.49% | 2.5 ...

Group 1 - The A-share market showed mixed performance, with the communication and electronics sectors experiencing significant gains, with many stocks hitting the daily limit or rising over 10% [1][2][3] - The Shanghai Composite Index fell by 0.13% to 3918.83, while the Shenzhen Component Index rose by 0.09% to 13341.62, and the ChiNext Index increased by 1.07% to 3224.38 [3][4] - The communication sector saw a rise of over 3%, with stocks like Hengxin Oriental, Dekeli, and Online Offline hitting the daily limit, while others like Zhongji Xuchuang and Xinyisheng also saw gains [4][5] Group 2 - The electronics sector also experienced substantial growth, with stocks such as Purun Co., Yidong Electronics, and Shengyi Electronics rising over 10%, while others like ChaoSheng Electronics and Junya Technology hit the daily limit [5][6] - Several stocks in the A-share market continued to show active performance, with many hitting the daily limit after consecutive gains in previous trading days [8] Group 3 - The Hong Kong stock market showed a downward trend, with the Hang Seng Index falling nearly 1% and the Hang Seng Tech Index dropping over 1.5% [18] - In the Hong Kong market, stocks like Xinyi Glass, Xinyi Solar, Longfor Group, and Zijin Mining saw declines of over 4%, while WuXi Biologics and Hang Lung Properties were among the top gainers [18]

Core Points - The Shanghai Composite Index is at 3917.00 points, slightly down by 0.18%, and remains above the five-day moving average [1] - The total trading volume of A-shares today is 951.257 billion yuan, with 394 A-shares breaking through the five-day moving average [1] Summary by Category Stock Performance - Notable stocks with significant deviation from the five-day moving average include: - Hengxin Dongfang (300081) with a deviation rate of 16.27% and a daily increase of 20.04% [1] - Dapeng Industrial (920091) with a deviation rate of 11.52% and a daily increase of 14.45% [1] - Maoye Commercial (600828) with a deviation rate of 7.82% and a daily increase of 10.02% [1] Trading Metrics - The trading turnover rates for the top stocks are as follows: - Hengxin Dongfang at 21.04% [1] - Dapeng Industrial at 39.04% [1] - Maoye Commercial at 6.05% [1] Additional Stocks - Other stocks with notable performance include: - Hehua Co., Ltd. (000953) with a daily increase of 9.96% and a deviation rate of 7.52% [1] - Qixin Group (002301) with a daily increase of 10.00% and a deviation rate of 6.98% [1] - Star Technology (300256) with a daily increase of 8.20% and a deviation rate of 6.50% [1]

每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘你好，近期有股民在贴吧发布公司参与制 作《我的哪吒和变形金刚》，请问是否属实？ （文章来源：每日经济新闻） 恒信东方（300081.SZ）12月1日在投资者互动平台表示，公司全资子公司北京花开影视制作有限公司是 该项目中期制作团队之一，参与了该项目部分三维动画的制作，相关业务收入占公司营业收入比重较 小，敬请投资者注意风险。 ...

Core Insights - Shenzhen XREAL Technology Co., Ltd. is set to launch its first AI glasses, Project Aura, in collaboration with Google, featuring the Android XR platform and integrating Google Gemini AI as its core component [1] - This partnership aims to establish a new benchmark for next-generation XR human-computer interaction, leveraging XREAL's leading position in the global AR market [1] - Project Aura is designed with a 70° ultra-wide field of view optical solution, powered by XREAL's self-developed X1S chip and Qualcomm computing unit, balancing lightweight design with strong computing power [1] Industry Implications - The integration of Gemini AI into Project Aura signifies a shift from software assistance to spatial hardware, enhancing user interaction through natural dialogue, environmental analysis, and task processing [1] - As Gemini AI deepens its capabilities in search and creative applications, Project Aura is expected to become a new entry point for AI connecting with the real world, facilitating the evolution of consumer-grade AR into productivity tools [1] - Related A-share concept stocks include BoShi Glasses (sz300622) and Hengxin Oriental (sz300081), indicating potential investment opportunities in the AR sector [1]

每经头条（nbdtoutiao）——灌水21万亿，高市早苗1.7万亿强化国防！日本负债率已远超债务危机时的 希腊，对美巨额投资致大规模资本外流，"卖出日元成国际趋势" （记者 张明双） 2024年1至12月份，恒信东方的营业收入构成为：互联网视频应用产品及服务占比82.86%，面向文化和 体育和娱乐领域的专业技术服务占比12.6%，算力系统集成及技术服务占比4.28%，其他业务占比 0.25%。 截至发稿，恒信东方市值为35亿元。 每经AI快讯，恒信东方（SZ 300081，收盘价：5.77元）11月27日晚间发布公告称，公司第八届第二十 七次董事会会议于2025年11月27日在公司会议室以现场结合通讯方式召开。会议审议了《关于为全资子 公司申请银行借款提供反担保的议案》等文件。 ...

证券代码：300081 证券简称：恒信东方 公告编号：2025-060 恒信东方文化股份有限公司 第八届董事会第二十七次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 恒信东方文化股份有限公司（以下简称"公司"）第八届董事会第二十七次 会议于 2025 年 11 月 27 日在公司会议室以现场结合通讯方式召开，本次会议已 于 2025 年 11 月 24 日以电话、电子邮件等方式通知全体董事，与会的各位董事 已知悉与所议事项相关的必要信息。会议应出席董事 5 名，实际出席董事 5 名， 公司部分高级管理人员列席了本次会议。会议由公司董事长孟楠先生主持。本次 会议的召集和召开符合《中华人民共和国公司法》和《恒信东方文化股份有限公 司章程》的有关规定。 二、董事会会议审议情况 出席会议的董事对本次会议的全部议案进行了认真审议，会议采取书面表决、 记名投票的方式通过了如下议案： 董事会 二〇二五年十一月二十七日 2 为满足经营发展需要，公司全资子公司安徽省赛达科技有限责任公司（以下 简称"安徽赛达"）拟与徽商银行股份有限公司合肥 ...

证券代码：300081 证券简称：恒信东方 公告编号：2025-061 恒信东方文化股份有限公司 关于为全资子公司申请银行借款提供反担保和担保额度进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、反担保情况概述 恒信东方文化股份有限公司（以下简称"公司"或"恒信东方"）于 2025 年 11 月 27 日召开第八届董事会第二十七次会议审议通过《关于为全资子公司申 请银行借款提供反担保的议案》。为满足经营发展需要，公司全资子公司安徽省 赛达科技有限责任公司（以下简称"安徽赛达"）拟与徽商银行股份有限公司合 肥潜山路支行（以下简称"徽商银行合肥潜山路支行"）签署《流动资金借款合 同》，借款金额为人民币 500 万元，合肥市中小企业融资担保有限公司（以下简 称"合肥中小企业担保公司"）提供连带责任保证,担保的最高债权额为 520 万元。 安徽赛达以一项专利质押给合肥中小企业担保公司，提供反担保，最高额反担保 主债权本金 520 万元；恒信东方为合肥中小企业担保公司向安徽赛达提供的担保 提供连带责任反担保保证，最高额反担保主债权本金 520 万元，反担保 ...

Core Insights - The digital watermark concept has seen a rise of 3.89%, ranking 10th among concept sectors, with 29 stocks increasing in value, including notable gainers such as Nanwei Software, Hexing Packaging, and ST Zhengtong, which hit the daily limit up [1][2]. Market Performance - The top-performing concept sectors today include: - China Shipbuilding System: +6.63% - Hainan Free Trade Zone: -2.19% - Xiaohongshu Concept: +4.76% - Salt Lake Lithium Extraction: -1.40% - Military Information Technology: +4.63% - Phosphate Chemical: -0.88% - Terahertz: +4.47% - Free Trade Port: -0.50% - Kuaishou Concept: +4.14% - Web 3.0: +3.89% - Digital Watermark: +3.89% [2]. Capital Flow - The digital watermark sector attracted a net inflow of 185 million yuan, with 17 stocks receiving net inflows, and 10 stocks exceeding 10 million yuan in net inflow. The leading stock in net inflow is Nanwei Software, with 281 million yuan, followed by Hexing Packaging and Hengxin Oriental with 156 million yuan and 37.44 million yuan, respectively [2][3]. Stock Performance - Key stocks in the digital watermark sector include: - Nanwei Software: +9.98%, turnover rate 12.90%, net inflow 281.27 million yuan, net inflow rate 27.20% - Hexing Packaging: +9.93%, turnover rate 13.78%, net inflow 155.77 million yuan, net inflow rate 22.40% - Hengxin Oriental: +8.33%, turnover rate 11.51%, net inflow 37.44 million yuan, net inflow rate 9.29% - Xinghuan Technology: +5.32%, turnover rate 9.59%, net inflow 25.65 million yuan, net inflow rate 4.19% - Haitan Ruisheng: +7.45%, turnover rate 5.57%, net inflow 24.61 million yuan, net inflow rate 6.87% [3][4].

11月24日，恒信东方涨5.43%，截至发稿，报5.82元/股，成交1.31亿元，换手率3.86%，总市值35.20亿 元。 资料显示，恒信东方文化股份有限公司位于北京市海淀区大牛房二环路19号院中关村AI北纬社区D3- 305，成立日期2001年11月3日，上市日期2010年5月20日，公司主营业务涉及数字文化创意、内容生产 与技术服务。主营业务收入构成为：互联网视频应用产品及服务93.52%，数字创意产品及应用服务 4.87%，算力系统集成及技术服务1.35%，其他业务0.26%。 从恒信东方十大流通股东角度 数据显示，广发基金旗下1只基金位居恒信东方十大流通股东。广发量化多因子混合A（005225）三季 度新进十大流通股东，持有股数251.72万股，占流通股的比例为0.42%。根据测算，今日浮盈赚取约 75.52万元。 广发量化多因子混合A（005225）成立日期2018年3月21日，最新规模36.18亿。今年以来收益42.25%， 同类排名869/8209；近一年收益42.59%，同类排名668/8129；成立以来收益118.33%。 责任编辑：小浪快报 广发量化多因子混合A（005225）基金经理为 ...