12月24日消息，市场早盘窄幅震荡，三大指数一度集体翻绿。板块方面，商业航天板块持续走强，超捷股份、新雷能20cm 涨停；液冷服务器板块震荡走强，方盛股份、欧陆通涨超10%；半导体板块延续涨势，北京君正、德明利领涨；下跌方面，贵 金属板块下挫，山金国际跌幅居前；海南板块回调，中钨高新、海南海药（维权）领跌。总体来看，个股跌多涨少，下跌个股 超3300只。 截至收盘，沪指报3929.25点，涨0.24%；深证成指报13410.05点，涨0.31%；创指报3207.59点，涨0.08%。 盘面上，其他电源设备、军工电子、太赫兹板块涨幅居前，贵金属、乳业、海南板块跌幅居前。 热点板块： 1．商业航天 商业航天概念超二十只股涨停，超捷股份20cm涨停，天银机电涨超12%，神剑股份5连板。 消息面上，据证监会网上办事服务平台披露，近日，蓝箭航天IPO辅导工作正式完成，辅导机构为中金公司。 2．存储芯片 香农芯创、北京君正领涨，德明利、神工股份、普冉股份、江波龙、大为股份、万润科技跟涨。 消息面上，据报道，韩国两大存储芯片巨头三星与SK海力士正加快内存生产，以应对来自AI的需求。 ...

Group 1 - The storage chip sector showed active performance on December 24, with notable gains from several companies [1] - Shannon Semiconductor surged over 10%, while Space Technology increased by more than 7% [1] - Other companies such as Demingli, Shengo Co., Puran Co., Beijing Junzheng, Jiangbolong, Dawi Co., and Wanrun Technology also experienced upward movement [1]

Market Overview - On December 24, the A-share market opened slightly higher, with the Shanghai Composite Index at 3920.35 points, up 0.01% [1][21] - The market experienced a pullback after an initial rise, with the Shanghai Composite Index and Shenzhen Component Index showing slight gains, while the ChiNext Index was in the red [1][21] Sector Performance - The storage chip sector showed strength in early trading, with companies like Shenghui Integrated and Chuangyuan Technology achieving three consecutive trading limits [3][22] - The glass fiber sector remained active, with notable gains in stocks such as Jiu Ding New Materials and Zai Sheng Technology, both hitting the daily limit [12][33] Notable Stocks - Victory Energy achieved a nine-day trading limit, closing at 34.79 CNY per share, with a cumulative increase of 114.44% over the past eight trading days [13][34] - Semiconductor stocks in Hong Kong, including Shanghai Fudan, SMIC, and Huahong Semiconductor, also saw significant gains, with SMIC raising prices by approximately 10% for some production capacities [12][32] Commodity Market - Domestic precious metal futures continued to surge, with the main silver contract on the Shanghai Futures Exchange increasing by 7% [35][36] - Spot silver prices rose above 72.7 USD per ounce, driven by expectations of interest rate adjustments by the Federal Reserve following a lower-than-expected CPI in November [38][39]

Core Viewpoint - The market for AI computing power continues to thrive, with significant activity in optical modules and related hardware, indicating strong demand and investment opportunities in the sector [1][3]. Group 1: Market Performance - Optical module CPO and other computing hardware showed active performance, with Zhongji Xuchuang's stock rising nearly 3% to a new high and Beijing Junzheng increasing over 5% [1][6]. - The largest and most liquid AI ETF on the ChiNext board (159363) saw an intraday increase of over 1%, with active buying reflected in a net subscription of 28 million shares [1][6]. Group 2: AI Chip Supply - NVIDIA plans to deliver its second-ranked AI chip, the H200, to Chinese customers by mid-February 2024, with an expected shipment of 5,000 to 10,000 chip modules, equating to approximately 40,000 to 80,000 H200 chips [2][8]. Group 3: Investment Recommendations - Longjiang Securities emphasizes the importance of AI computing power and suggests focusing on the first AI ETF on the ChiNext board (159363) and its associated funds, which have a significant allocation to optical modules [3][8]. - The ETF has a recent scale exceeding 3.8 billion CNY, with an average daily trading volume of over 600 million CNY, ranking first among seven ETFs tracking the ChiNext AI index [3][8].

Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.08%, driven by strong performances in the environmental protection, electronics, and communication sectors, while agriculture, forestry, animal husbandry, and coal sectors experienced declines [1] - The chip technology stocks showed significant strength, with the chip ETF (159995.SZ) rising by 0.52%, and notable increases in component stocks such as Beijing Junzheng (up 6.23%), Shengbang Co. (up 5.15%), SMIC (up 2.95%), Zhaosheng Micro (up 2.79%), and Hu Silicon Industry (up 0.88%) [1] Group 2 - According to the CFM flash memory market report, there is expected to be a significant supply shortage for server eSSD and DDR5 RDIMM in Q1 2026, with DDR5 RDIMM prices projected to rise by over 40% and eSSD prices expected to increase by 20% to 30% [3] - Embedded storage prices are anticipated to see substantial increases, with embedded NAND and DRAM contract prices expected to rise by as much as 30% and 45% respectively by Q4 2025, with further significant increases projected for Q1 [3] - Dongguan Securities indicated that the continuous rise in storage prices reflects strong demand driven by AI, suggesting that companies within the storage industry chain are likely to benefit from these price increases [3] - The chip ETF (159995) tracks the National Chip Index, which includes 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]

24日早盘，光模块CPO等算力硬件表现活跃，中际旭创盘中涨近3%股价再创新高，北京君正涨超5%，创业板人工智能逆市飘红。热门ETF方面，同类规模 最大、流动性最佳的创业板人工智能ETF（159363）场内逆市上扬，盘中一度涨超1%，盘中频现溢价表明买盘活跃，资金实时净申购2800万份。 | 分时 多日 1分 5分 = | | | | | F9 盘前盘后 叠加 九转 画线 丁具 <> (2) > | | | | | | | 创业板人工智能ETF华3 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.991 | | | | 159363[创业板人工智能ETF华宝] 10:14 价 0.981 涨跌 0.003(0.31%) | | | WP 1.33% | | 0.98 +0.003 +0.31% | | | | 15936 | | | | | | | | | | | SZSE CNY 10:14:36 交易中 查看L2全昌 | | | | 图 | | 0.985 | | | ...

Market Overview - On December 24, the A-share market opened slightly higher, with the Shanghai Composite Index at 3920.35 points, up 0.01% [2] - The market experienced a brief surge before retreating, with the Shanghai Composite Index and Shenzhen Component Index showing slight gains, while the ChiNext Index was down [2][3] Sector Performance - The storage chip sector showed strength at the beginning of trading, with companies like Shenghui Integrated and Chuangyuan Technology achieving three consecutive trading limit increases [6] - Other active sectors included fiberglass, lithium batteries, and charging piles, while concepts like Hainan Free Trade Port and optical modules experienced corrections [3][4][5] Notable Stocks - Shengtong Energy achieved a trading limit increase for the ninth consecutive day, reaching a price of 34.79 CNY per share, with a cumulative increase of 114.44% over the past eight trading days [17][19] - Other stocks in the storage chip sector, such as Beijing Junzheng and Demingli, also saw significant gains, with increases of 5.90% and 8.68% respectively [14][13] Commodity Market - Precious metals futures continued to rise, with the main contract for silver on the Shanghai Futures Exchange increasing by over 7% [21][23] - The price of silver in the spot market also surged, breaking through 72.7 USD per ounce [26][27] Industry Insights - Reports indicate that SMIC has implemented price increases of approximately 10% on some of its production capacities, which is expected to be executed soon [16] - Analysts from Open Source Securities believe that the advanced logic expansion in 2026 is likely to see a significant surge, establishing a solid foundation for semiconductor equipment orders in the coming year [16]

Group 1 - The company has adjusted prices for some storage and computing chip products, with new prices implemented in the fourth quarter for certain products [1] - Future price adjustments will be based on market supply and production costs, indicating a responsive pricing strategy [1] - Price adjustment situations vary across different regions and customers, highlighting a tailored approach to pricing [1]

证券日报网讯 12月23日，北京君正在互动平台回答投资者提问时表示，公司会根据市场需求情况进行 产品与技术的迭代升级。 （文章来源：证券日报） ...

格隆汇12月23日丨北京君正(300223.SZ)在互动平台表示，公司新制程的产品可以应用于智能座舱、智 能驾驶等多种场景。 ...