Core Viewpoint - The precious metals market experienced significant volatility, with silver prices dropping sharply, while the A-share market saw a pullback despite a strong start, resulting in the Shanghai Composite Index achieving a nine-day winning streak [2][12]. Group 1: Silver Market Dynamics - On December 29, silver futures on the Shanghai Futures Exchange fell over 2% at the close, with a high-to-low drop exceeding 12% [4][6]. - Spot silver prices briefly fell below $75 per ounce, with a decline of over 3% reported [7]. - Analysts attribute the drop in silver prices to profit-taking and progress in peace negotiations between Trump and Zelensky regarding the Russia-Ukraine conflict, which has temporarily pressured gold and silver [8]. Group 2: Silver and Gold Performance - Year-to-date, silver has surged by 181%, outperforming gold, driven by factors such as being recognized as a critical mineral by the U.S., tight supply, low inventories, and increased industrial and investment demand [8]. - Gold has also seen a significant increase of 72% this year, with multiple historical highs reached, influenced by expectations of further U.S. interest rate cuts, geopolitical tensions, strong central bank demand, and rising ETF holdings [8]. - Analysts suggest that if the next Federal Reserve chair adopts a dovish policy, gold could potentially reach $5,000 per ounce by next year, while silver may aim for $100 per ounce by 2026 if interest rates drop and industrial demand remains strong [8]. Group 3: A-share Market Overview - On December 29, the Shanghai Composite Index closed slightly higher, achieving a nine-day winning streak with a gain of 0.04%, while the Shenzhen Component and ChiNext Index fell by 0.49% and 0.66%, respectively [12]. - A total of 1,995 stocks rose, with 87 hitting the daily limit, while 3,332 stocks declined [13]. Group 4: Sector Performance - The commercial aerospace sector continued to show strength, with stocks like China Satellite and Shenjian Co. hitting the daily limit [15]. - Robotics sector stocks remained active, with companies such as Awei New Materials and Buke Co. reaching their daily limit and achieving new highs [16]. - The carbon fiber sector also saw gains, with stocks like Heshun Technology and Jilin Chemical Fiber hitting the daily limit [18]. - Digital currency concept stocks surged, with Yuyin Co. and Cuiwei Co. reaching their daily limit following the announcement of a new digital RMB management framework by the People's Bank of China [20].

Market Overview - The A-share market experienced fluctuations, with the Shanghai Composite Index closing up 0.04% at 3965.28 points, marking a nine-day rise, while the Shenzhen Component Index fell 0.49% to 13537.1 points, and the ChiNext Index dropped 0.66% to 3222.61 points. The total trading volume in both markets reached 2.14 trillion yuan, with over 3300 stocks declining [1] Hot Sectors - The commercial aerospace sector continued to show strength, with over ten stocks hitting the daily limit, including Shenjian Co. with eight consecutive limit-ups. The recent announcement from the Shanghai Stock Exchange regarding new listing rules for commercial rockets is expected to drive demand in related industries such as satellite manufacturing and ground equipment [2] - The brain-computer interface sector saw significant gains, with stocks like Haige Communication and Xilinmen hitting the daily limit. This surge followed the opening of the Fifth Frontier Brain Science and Industry Conference, which launched the "Guangdong-Hong Kong-Macao Greater Bay Area Brain Science and Central Nervous System Disease AI Innovation Alliance" [3] - The carbon fiber sector experienced a rally, with stocks like Heshun Technology and Jilin Chemical Fiber hitting the daily limit. This was influenced by Toray's announcement of a price increase for its carbon fiber products, expected to improve market conditions [4] - The robotics sector remained active, with stocks such as Awat New Materials and Buke Co. hitting the daily limit and reaching historical highs. The establishment of a humanoid robot standardization committee is anticipated to drive growth in specialized robotics [5] Institutional Insights - CITIC Securities noted that a year-end market rally has begun, driven by optimistic expectations among institutional investors, improved overseas liquidity, and a series of policy announcements. Key sectors to watch include non-ferrous metals and AI computing power, with commercial aerospace remaining the primary focus [6] - Guosheng Securities suggested that the market is likely to confirm its direction before the holiday, despite ongoing adjustments. They highlighted the potential for a mid-term reversal in various sectors [8] - Huatai Securities indicated that while the overseas environment has improved, the A-share market may still experience volatility in the short term due to a lack of cohesive funding and ongoing policy uncertainties. They recommend focusing on sectors with improving fundamentals, such as batteries and certain chemicals [9]

Core Viewpoint - The carbon fiber sector is experiencing significant activity, driven by price increases from global leaders and rising demand in various industries, including low-altitude economy, wind power, and robotics [1][4]. Group 1: Market Performance - Carbon fiber stocks are showing strong performance, with He Shun Technology reaching a 20% limit up, and other companies like Jilin Carbon Valley and Guangwei Composite Materials rising over 10% [1][2]. - The price changes for key stocks include: - He Shun Technology: 58.34, up 19.99% - Jilin Carbon Valley: 17.16, up 15.95% - Guangwei Composite Materials: 39.31, up 12.73% - Shenjian Co.: 14.49, up 10.02% - Jilin Chemical Fiber: 4.65, up 9.93% [2]. Group 2: Price Increases and Industry Dynamics - Toray Industries announced a price increase of 10% to 20% for its TORAYCA brand carbon fiber and related products starting January 2026 [3]. - Jilin Chemical Fiber will also raise prices for its wet method 12TK and 3K carbon fibers by 5,000 and 10,000 yuan per ton, respectively, effective January 1, 2026 [3]. - Mitsubishi Chemical plans to expand high-performance carbon fiber production capacity in Japan and the U.S. for sports, leisure, and aerospace applications [3]. Group 3: Sector Analysis - The carbon fiber production sector is expected to benefit from improved pricing conditions due to price hikes from global leaders and increased demand from low-altitude economy and wind power sectors [4]. - The carbon fiber composite materials sector, which includes prepregs, fabrics, and laminates, is poised for growth as raw material prices stabilize and demand increases [4]. - The downstream application sectors, including eVTOL, drones, and lightweight robotic arms, are experiencing strong demand for carbon fiber, which will enhance product competitiveness and market expansion [4].

Group 1 - The carbon fiber sector experienced an initial surge, with companies such as Heshun Technology and Jilin Chemical Fiber hitting the daily limit up [1] - Guangwei Composite Materials, Jilin Carbon Valley, and Zhongfu Shenying saw their stock prices increase by over 10% [1]

（编辑 袁冠琳） 证券日报网讯 12月24日，和顺科技发布公告称，公司第四届董事会第十一次会议于2025年12月24日召 开，审议通过《关于选举代表公司执行公司事务的董事暨法定代表人的议案》《关于确认第四届董事会 审计委员会成员及召集人的议案》。 ...

每经头条（nbdtoutiao）——微信聊天遭老板监视，杀毒软件"失明"，员工隐私被系统性采集！软件商 公开售卖"监控神器"，称已服务多家企业 （记者 王晓波） 每经AI快讯，和顺科技（SZ 301237，收盘价：48.24元）12月24日晚间发布公告称，公司第四届第十一 次董事会会议于2025年12月24日在公司11楼会议室以现场结合通讯方式召开。会议审议了《关于选举代 表公司执行公司事务的董事暨法定代表人的议案》等文件。 2024年1至12月份，和顺科技的营业收入构成为：橡胶和塑料制品业占比97.66%，其他业务占比 2.34%。 截至发稿，和顺科技市值为39亿元。 ...

北京市天元律师事务所 关于杭州和顺科技股份有限公司 2025 年第一次临时股东会的法律意见 京天股字（2025）第 793 号 致：杭州和顺科技股份有限公司 杭州和顺科技股份有限公司（以下简称"公司"）2025 年第一次临时股东会 （以下简称"本次股东会"）采取现场与网络投票相结合的方式召开，其中现场会 议于 2025 年 12 月 24 日 15:00 在浙江省杭州市余杭区獐湾路 16 号办公楼 2 楼会 议室召开。北京市天元律师事务所（以下简称"本所"）接受公司聘任，指派本 所律师对公司本次股东会进行见证，并根据《中华人民共和国公司法》（以下简 称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公 司股东会规则》（以下简称"《股东会规则》"）以及《杭州和顺科技股份有限公司 章程》（以下简称"《公司章程》"）等有关规定，就本次股东会的召集、召开程序、 出席现场会议人员的资格、召集人资格、会议表决程序及表决结果等事项出具本 法律意见。 为出具本法律意见，本所律师审查了《杭州和顺科技股份有限公司第四届董 事会第十次会议决议公告》、《杭州和顺科技股份有限公司第四届监事会第十次会议 决议 ...

1、本次股东大会无增加、变更、否决议案的情况； 证券代码：301237 证券简称：和顺科技 公告编号：2025-067 杭州和顺科技股份有限公司 2025 年第一次临时股东大会决议公告 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。 特别提示： 2、本次股东大会不涉及变更以往股东大会决议。 一、会议召开和出席情况 （一）会议召开情况 1、召开时间： （1）现场会议时间：2025 年 12 月 24 日（星期三）15:00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为：2025 年 12 月 24 日 9:15－9:25，9:30－11:30，和 13:00—15:00；通过 深圳证券交易所互联网投票系统投票的具体时间为：2025 年 12 月 24 日 9:15-15:00 期间的任意时间。 2、召开地点：浙江省杭州市余杭区獐湾路 16 号 3、召开方式：现场投票与网络投票相结合的方式 4、召集人：公司董事会 5、主持人：公司董事长范和强先生 6、本次会议的召集、召开符合《中华人民共和国公司法》、《上市公司股 东大会规则》、《深圳证 ...

杭州和顺科技股份有限公司 关于非独立董事辞职暨选举职工代表董事的公告 证券代码：301237 证券简称：和顺科技 公告编号：2025-069 特此公告。 杭州和顺科技股份有限公司 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、非独立董事辞职情况 杭州和顺科技股份有限公司（以下简称"公司"）董事会近日收到公司非独 立董事陈正坚先生的书面辞职报告，陈正坚先生因内部工作调整申请辞去公司非 独立董事职务，辞职后将继续在公司担任副总经理、研发总监职务。陈正坚先生 的辞职未导致公司董事会成员低于法定人数，不会影响董事会的正常运作，其辞 职报告自送达公司董事会之日起生效。 二、选举职工代表董事的情况 根据《公司法》《深圳证券交易所上市公司自律监管指引第 2 号——创业板 上市公司规范运作》等法律法规、规范性文件及《公司章程》等相关规定，公司 于 2025 年 12 月 24 日召开了职工代表大会，经与会职工代表审议，会议选举曹 小颖女士（简历详见附件）为公司第四届董事会职工代表董事，任期自本次职工 代表大会决议之日起至公司第四届董事会任期届满之日止。曹小颖女士当选职工 ...

证券代码：301237 证券简称：和顺科技 公告编号：2025-068 杭州和顺科技股份有限公司 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 杭州和顺科技股份有限公司（以下简称"公司"）第四届董事会第十一次会 议于 2025 年 12 月 24 日在公司 11 楼会议室以现场结合通讯方式召开。全体董事 一致同意豁免通知时限召开会议。本次会议应表决董事 7 人，实际参与表决董事 7 人。会议由董事长范和强先生主持，全体高级管理人员列席本次会议。会议参 与表决人数及召集、召开程序符合《公司法》等法律、法规、规范性文件和《公 司章程》的有关规定，会议决议合法、有效。 经与会董事表决，会议听取、审议并通过了以下表决事项： 1、审议通过《关于选举代表公司执行公司事务的董事暨法定代表人的议案》 根据《公司法》《上市公司章程指引》及《公司章程》相关规定"代表公司 执行公司事务的董事为公司的法定代表人，由董事会选举产生",董事会同意选 举范和强先生为代表公司执行公司事务的董事暨公司法定代表人，任期自本次董 事会审议通过之日起至第四届董事会届满之日 ...