Group 1: Commercial Aerospace - China's first rocket recovery sea platform named "Navigator" has been successfully delivered, marking a significant step in reusable rocket technology [5] - The commercial aerospace industry is entering an accelerated development phase, as highlighted by the action plan issued by the aerospace bureau [6] - Aerospace Development focuses on four main sectors: defense information technology, blue army systems and equipment, next-generation communication and command equipment, and space information applications [10] Group 2: AI and Space Computing - The potential commercial value of space computing is being recognized, with projects already underway to leverage AI in space [12] - The integration of AI capabilities into space applications is seen as a key competitive advantage for future developments [12] Group 3: Consumer Electronics - Nubia's M153 smartphone, featuring the Doubao mobile assistant technology, has been released at a price of 3499 yuan [21] - Apple's first foldable iPhone is expected to launch in the fall of 2026, which could drive growth in the foldable screen supply chain [21] - Lianjian Optoelectronics has seen a significant stock increase, achieving a 20% limit up on December 2 due to its flexible screen products [22] Group 4: Semiconductor and Robotics - Ruineng Technology has successfully applied its GaN-based efficient motors and power solutions in humanoid robots, leading to stock price increases [19] - The semiconductor industry is poised for growth as companies like Ruineng Technology innovate in high-efficiency applications [20] Group 5: Telecommunications and Computing - Fujian Province is advancing its computing infrastructure with a focus on optimizing spatial layout and developing an integrated computing network [16] - Filin Kosi has achieved a stock price increase of 20% due to its multi-dimensional business model in telecommunications and high-end PCBA manufacturing [24][25]

Core Viewpoint - The communication equipment sector experienced a slight increase of 0.23% on December 2, with notable gains from specific stocks, while the overall market indices, Shanghai Composite and Shenzhen Component, saw declines of 0.42% and 0.68% respectively [1] Group 1: Stock Performance - The leading stock in the communication equipment sector was Feiling Kesi, which surged by 20.00% to a closing price of 112.20, with a trading volume of 104,900 shares and a transaction value of 1.079 billion [1] - Tongyu Communication and Guanghe Dao followed with increases of 10.02% and 6.24%, closing at 28.78 and 34.40 respectively [1] - The sector also included other gainers such as Shida Group and Zhaolong Huilian, which rose by 6.08% and 5.65% respectively [1] Group 2: Market Capital Flow - The communication equipment sector saw a net outflow of 5.137 billion from institutional investors, while retail investors contributed a net inflow of 3.624 billion [2] - The data indicates that speculative funds had a net inflow of 1.513 billion, highlighting a mixed sentiment among different investor types [2] Group 3: Individual Stock Fund Flow - New Yisheng recorded a significant net inflow of 1.076 billion from institutional investors, while it faced a net outflow of 435 million from speculative funds [3] - Feiling Kesi also showed strong institutional support with a net inflow of 18.4 million, despite a net outflow from speculative and retail investors [3] - Other stocks like Tianfu Communication and Zhaolong Huilian experienced varying levels of net inflow and outflow, reflecting diverse investor interest [3]

Core Viewpoint - The stock of Feiling Keji (菲菱科思) reached its daily limit, with a trading volume of 1.079 billion yuan and a turnover rate of 20.10%, indicating strong investor interest and activity [2]. Trading Activity - The stock's closing price increased by 20.00%, leading to its listing on the exchange's notable stocks [2]. - Institutional investors net bought 24.14 million yuan, while the Shenzhen Stock Connect saw a net purchase of 19.03 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 305 million yuan, with net buying of 116 million yuan [2]. Fund Flow - The stock experienced a net inflow of 183 million yuan from major funds, with large orders contributing a net inflow of 190 million yuan, while large orders saw a net outflow of 6.89 million yuan [2]. - Over the past five days, the net inflow of major funds amounted to 169 million yuan [2].

证券代码：301191 证券简称：菲菱科思 公告编号：2025-076 深圳市菲菱科思通信技术股份有限公司 关于回购股份的进展公告 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。 深圳市菲菱科思通信技术股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日分别召开第四届董事会第二次会议和第四届监事会第二次会议，审议通 过了《关于回购公司股份方案的议案》，同意公司使用自有资金以集中竞价交易 方式回购公司部分股份，回购的公司股份用于员工持股计划或股权激励、维护公 司价值及股东权益。本次回购股份资金总额为不低于人民币 3,000 万元（含）且 不超过人民币 6,000 万元（含），回购股份价格不超过人民币 160.26 元/股(含)。 本次用于员工持股计划或股权激励的回购股份实施期限自公司董事会审议通过 本次回购股份方案之日起 12 个月内；其中用于维护公司价值及股东权益所必需 （股份出售的情况）的回购股份实施期限为自公司董事会审议通过回购股份方案 之日起 3 个月内，公司已实施完成本次回购股份方案中用于维护公司价值及股东 权益的股份回购。具体内容详见公 ...

12月2日，A股市场全天震荡调整，截至收盘，沪指跌0.42%，深证成指跌0.68%，创业板指跌0.69%，深 成指、创业板指一度双双跌超1%。 沪深两市成交额1.61万亿，较上一个交易日缩量2822亿。全市场超3700只个股下跌。 板块方面，锂电池 产业链 领跌，创新药、GPU、机器人、光伏、AI应用、半导体、新能源车概念股跌 幅居前。两岸融合、医药商业、消费电子题材逆势走强。 具体来看，福建板块逆势爆发，海欣食品（002702）5连板，睿能科技（603933）4连板，平潭发展 （000592）3天2板。食品概念局部走强，同庆楼（605108）、惠发食品（603536）双双涨停。商业航天 概念表现活跃，航天发展（000547）13天9板，通宇通讯（002792）4连板。下跌方面，电池板块震荡下 跌，石大胜华（603026）跌7%。航运板块表现较弱，招商轮船（601872）触及跌停。 A股算力硬件板块尾盘异动，菲菱科思（301191）20CM涨停，赛微电子（300456）涨超17%，兆龙互 连（300913）、特发信息（000070）、神宇股份（300563）、德科立等跟涨。 医药商业股持续拉升， 海王生物（0 ...

Core Viewpoint - The A-share market saw a significant rally in computing hardware stocks towards the end of trading, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Filin Kesi reached the daily limit up with a 20% increase [1] - Saiwei Electronics surged over 17% [1] - Other companies such as Zhaolong Interconnect, TeFa Information, Shenyu Co., and Dekeli also experienced notable gains [1]

进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为365.6万元。该股近5个交易日累计 上涨8.59%，主力资金合计净流出1023.14万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月1日，菲菱科思收涨2.30%，收盘价为93.50元，发生1笔大宗交易，合计成交量5万股，成交金额 365.6万元。 第1笔成交价格为73.12元，成交5.00万股，成交金额365.60万元，溢价率为-21.80%，买方营业部为开源 证券股份有限公司深圳第一分公司，卖方营业部为开源证券股份有限公司深圳第一分公司。 ...

Core Insights - On November 26, 2025, Feilingkesi (301191) recorded a financing buy of 22.4254 million yuan, with a financing repayment of 19.8704 million yuan, resulting in a net financing buy of 2.555 million yuan. The financing balance reached 243 million yuan, marking a continuous net buy of 6.4273 million yuan over the last three trading days and 13 out of the last 20 trading days showing net financing buys [1][2]. Financing Activity Summary - On November 26, 2025, the net financing buy was 2.555 million yuan, with a financing balance of 243 million yuan, representing 5.20% of the circulating market value [2]. - The financing balance increased by 1.06% from the previous day, rising from 241 million yuan to 243 million yuan [3]. - The financing balance has shown a consistent upward trend over the last few trading days, with notable increases of 0.84% and 0.79% on November 25 and November 24, respectively [3]. Margin Trading Knowledge - Individual investors participating in margin trading must meet two conditions: having engaged in securities trading for at least six months and maintaining an average asset of 500,000 yuan over the previous 20 trading days. The number of margin trading stocks on the Shanghai Stock Exchange will increase from 800 to 1,000, while the Shenzhen Stock Exchange will expand from 800 to 1,200 for stocks outside the registration system [4].

证券代码：301191 证券简称：菲菱科思 公告编号：2025-075 深圳市菲菱科思通信技术股份有限公司 1 别于 2024 年 8 月 27 日、9 月 18 日、10 月 9 日、10 月 28 日 在巨潮 资讯网 （http://www.cninfo.com.cn）上刊登的《关于与专业投资机构拟共同对外投资的公告》 （公告编号：2024-037）、《关于与专业投资机构共同对外投资的进展公告》（公 告编号：2024-038、2024-040、2024-041）。 菲菱楠芯原有限合伙人之一深圳市亿联无限科技股份有限公司（现用名：深圳 市亿联无限科技有限公司）将其持有的合伙企业 2.7518%财产份额以人民币 150 万 元的价格转让给陈政先生，全体合伙人同意放弃优先购买权。该次对合伙企业有限 合伙人变更及其相应的基本信息已完成了登记备案，菲菱楠芯亦在中国证券投资基 金业协会完成相应的变更备案。具体内容详见公司于 2025 年 7 月 17 日在巨潮资讯 网（http://www.cninfo.com.cn）上刊登的《关于参与投资设立的基金变更有限合伙人 的公告》（公告编号：2025-051）。 二、投资的 ...

Core Insights - On November 26, a total of 15 companies had their restricted shares unlocked, with a total unlock volume of 107 million shares, amounting to a market value of 5.031 billion yuan based on the latest closing prices [1] Summary by Category Unlock Volume - The companies with the highest unlock volumes were Biyimi, Science, and Hong Sifang, with unlock shares of 32.1428 million, 31.48 million, and 11.4035 million shares respectively [1] Unlock Market Value - The companies with the highest unlock market values were Science, Biyimi, and Cambridge Technology, with unlock market values of 1.419 billion yuan, 1.214 billion yuan, and 740 million yuan respectively [1] Unlock Ratio - In terms of the ratio of unlocked shares to total share capital, Biyimi, Science, and Feiling Kesi had the highest ratios, at 46.02%, 33.02%, and 8.02% respectively [1]