凤凰网财经讯 12月31日，沪指早盘窄幅震荡，创业板指冲高回落跌超1%。截至午间收盘，沪指跌 0.07%，深成指跌0.67%，创业板指跌1.1%。沪深两市半日成交额1.31万亿，较上个交易日放量176亿。 | | | | | 私法郎曲出版头 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 涨跌家数 张速% | | | 总手 现手 | | 上证指数 | 3962.24 | -0.07 | -2.87 | 925/1305 | -0.04 | 3.047 | 2.86万 5283.53亿 | | 深证成指 | 13513.21 | -0.67 | -90.86 | 1150/1645 | -0.05 | 4.62 乙 | 1175 7836.73 乙 | | 北证50 | 1445.59 | -0.35 | -5.05 | 135/140 | 0.05 | 462 7 | 890 130.18 Z | | 创业板指 | 3207.24 | -1.10 | -35.66 | 617/734 | | ...

Market Performance - The three major A-share indices opened high but closed lower, with the Shanghai Composite Index down 0.07% at 3962.24 points [1] - The Shenzhen Component Index fell by 0.67%, and the ChiNext Index decreased by 1.1% [1] - The North China 50 Index declined by 0.35% [1] Trading Volume - The half-day trading volume in the Shanghai and Shenzhen markets reached 13,249 billion yuan, an increase of 210 billion yuan compared to the previous day [1] - Over 3,000 stocks in the market experienced declines [1] Sector Performance - AI application sectors continued to perform strongly, with education, military electronics, and software development sectors leading in gains [1] - Conversely, the paper, pharmaceutical retail, and battery sectors underwent adjustments [1]

Group 1 - Several lithium iron phosphate companies, including Hunan Youneng, Wanrun New Energy, Defang Nano, and Anda Technology, have announced production line maintenance, with a reduction scale expected between 0.3 to 3.5 million tons, and maintenance duration of about one month [1] - Lithium carbonate prices continue to rise, reaching 111,900 yuan per ton this weekend, an increase of 17,400 yuan per ton compared to two weeks ago [1] - Prices for ternary cathodes, lithium iron phosphate cathodes, and wet separators have also increased, along with a rise in battery cell prices [1] Group 2 - The solid-state battery industry is accelerating, with XINWANDA Power signing a strategic cooperation framework agreement with Zhongwei Co., and QuantumScape signing a joint development agreement with a top ten global automaker [1] - Major contracts in the lithium battery supply chain are increasing, with CATL signing a ten-year deep cooperation agreement with Lantu and a three-year 50GWh energy storage cooperation memorandum with Siyuan Electric [1] - European new energy vehicle sales have shown strong growth, with a year-on-year increase of 41% in November across nine European countries, achieving a penetration rate of 34.6%, while domestic new energy vehicle sales increased by 21% year-on-year, with a penetration rate of 53.2% [1] Group 3 - The ChiNext New Energy ETF Guotai (159387) tracks the Innovation Energy Index (399266), which has a daily price fluctuation limit of 20%, selecting innovative enterprises in renewable energy, clean energy technology, and equipment manufacturing to reflect the overall performance of companies with technological advantages and sustainable development potential in the new energy sector [1]

Market Overview - The three major indices collectively declined in early trading, with the Shanghai Composite Index down 0.07%, the Shenzhen Component down 0.67%, and the ChiNext Index down 1.1% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.3249 trillion yuan, an increase of 21 billion yuan compared to the previous day [1] - Over 3,000 stocks in the market experienced declines [1] Sector Performance - The AI intelligence, commercial aerospace, cross-border payment, real estate, and quantum technology sectors saw the highest gains [1] - Conversely, the chemical fiber, paper, liquor, fertilizer, pork, and liquid cooling server sectors experienced the largest declines [1] Notable Stocks - The commercial aerospace sector saw significant activity, with Tai'er Co. achieving five consecutive trading limit-ups, and LeiKe Defense and Hongying Intelligent achieving three consecutive limit-ups [1] - BlueFocus Communication Technology hit a ten-year high with a limit-up of 20%, while Zhangyue Technology and Desheng Technology also reached trading limits [1] - The pharmaceutical commercial sector faced a downturn, with Lu Yan Pharmaceutical experiencing a flash crash and hitting the trading limit down, leading to declines in DaJia WeiKang, HeFu China, and YaoYiGou [1] - The battery industry chain showed volatility, with HaiKe XinYuan, XinWangDa, and TongGuan Copper Foil among those with significant declines [1]

展望后市，申万宏源指出，2026年汽车"两新"补贴政策落地将修复市场对行业总量的担忧，为新能源板 块带来明确利好。补贴政策将有效撬动换购需求，利好主打中低端市场的新能源整车企业，同时带动零 部件企业2026年上半年业绩显著改善。叠加行业反内卷涨价周期与智能化升级趋势，新能源产业链盈利 弹性有望释放，建议关注业绩有支撑、估值低位的零部件企业，以及智能化优势突出的新势力车企与核 心供应商。 每日经济新闻 2025年12月31日，A股三大指数高开后集体翻绿，创业板新能源ETF华夏（159368）开盘后跳水下跌， 跌幅为0.94%。盘面上，罗博特科上涨4.77%，中来股份上涨2.56%，迈为股份上涨2.30%，中伟股份上 涨1.68%。截至发文，创业板新能源ETF华夏（159368）成交额达1483万元，居同类基金首位。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）高弹性，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至2025 ...

Core Insights - The latest financing balance of the ChiNext market is 553.976 billion yuan, with a week-on-week increase of 370 million yuan, while 23 stocks saw financing balances increase by over 10% [1] - On December 30, the ChiNext index rose by 0.63%, with a total margin balance of 555.803 billion yuan, reflecting a net increase of 368 million yuan from the previous trading day [1] - Among the stocks with increased financing balances, 461 stocks experienced growth, with the largest increase seen in Weiman Sealing, which had a financing balance of 160 million yuan, marking a 37.11% increase [1][3] Financing Balance Increase - The stocks with the highest financing balance increases include: - Weiman Sealing: 160.0266 million yuan, up 37.11%, closing price 37.08 yuan, with a daily increase of 11.35% [3] - Renxin New Materials: 57.8071 million yuan, up 26.74%, closing price 12.12 yuan, with a daily decrease of 1.38% [3] - Slin Intelligent Drive: 836.3110 million yuan, up 19.51%, closing price 135.39 yuan, with a daily increase of 8.92% [3] - The average increase for stocks with financing balance growth over 10% was 2.34%, with notable increases from Hengbo Co., Entropy Technology, and Weiman Sealing [1] Financing Balance Decrease - A total of 488 stocks saw a decrease in financing balances, with 41 stocks experiencing declines of over 5% [4] - The stock with the largest decrease was Jiangxin Home, with a financing balance of 29.8676 million yuan, down 20.40% [4] - Other significant decreases included Hengguang Co. and Aoni Electronics, with declines of 19.79% and 17.69%, respectively [4][5] Capital Flow - On December 30, among the stocks with increased financing balances, 16 stocks saw net inflows of main funds, with the highest inflows in Changsheng Bearings, Hongda Electronics, and Anpeilong, amounting to 169 million yuan, 149 million yuan, and 9.4244 million yuan, respectively [2] - Conversely, 7 stocks experienced net outflows, with the largest outflows in Chaojie Co., Yunhan Xincheng, and Renxin New Materials, totaling 106 million yuan, 51.8225 million yuan, and 7.0478 million yuan, respectively [2]

年内共受理278家，上会124家，过会107家，撤回99家，终止7家，过会率为95.7%，真实过会率为45.3%（真实过会率=本期开会且已通过家数/ （本期状态更新为通过+未通过+暂缓表决+待表决家数+终止/撤回的家数）） 根据Wind数据统计，年内A股共有116家企业成功上市，同比增长16%，新股受理及发行持续实现常态化；合计募集资金1317.71亿元，同比增长 95.64%；平均募集额11.36亿元，同比增长68.66%。 截至2025年12月31日，仍有333家企业处于IPO排队状态。按审核状态，已受理68家，已问询178家，已审核通过15家，暂缓表决2家，报送证监会 29家，证监会注册13家，中止审查28家。 板块分布方面，创业板以33家上市企业成为数量最多的板块。沪主板则以432.28亿元的募资额位居各板块之首。科创板与创业板合计上市52家企 业，募资633.71亿元，两项数据分别占全年总量的44.83%和48.09%。接近五成的募资投向科创领域，充分彰显资本市场服务科技创新的核心定 位。 | 板块 | 通过家数 | 未通过家数 | 暂缓表决家数 | 取消审核家数 | 过会率 | | --- | - ...

Core Viewpoint - Chengdu Ultra-Pure Materials Co., Ltd. has received acceptance for its IPO on the ChiNext board, focusing on special coating processes and related technologies for the semiconductor and precision optics industries [1] Financial Performance - The company reported revenues of 136 million yuan in 2022, projected to increase to 169 million yuan in 2023 and 257 million yuan in 2024, representing a growth rate of 51.95% in 2024 [1] - Net profit for the years 2022, 2023, and 2024 is expected to be 57.55 million yuan, 64.81 million yuan, and 82.95 million yuan respectively, indicating a year-on-year growth of 28.00% in 2024 [1] Key Financial Metrics - Revenue (in ten thousand yuan) for 2024 is projected at 25,687.80, compared to 16,905.00 in 2023 and 13,639.55 in 2022 [1] - Net profit attributable to shareholders for 2024 is expected to be 82,952.20, up from 64,805.20 in 2023 and 57,552.30 in 2022 [1] - Basic and diluted earnings per share for 2024 are projected to be 0.4200 yuan [1] - The weighted average return on equity is expected to be 18.54% in 2024, down from 20.80% in 2023 and 24.54% in 2022 [1] - Net cash flow from operating activities is projected to be 87,693.20 in 2024, compared to 61,190.50 in 2023 and 52,621.50 in 2022 [1]

12月30日，智能体初创公司Manus发布消息称，将加入Meta并独立运营，Manus创始人、CEO肖弘出任 Meta副总裁。此次收购对价高达数十亿美元，合人民币超百亿元。 ...

Core Viewpoint - The financing balance of the ChiNext market has increased, with notable growth in several stocks, indicating potential investment opportunities in the sector [1][2]. Financing Balance Overview - The latest financing balance for ChiNext stocks is 553.976 billion yuan, with a week-on-week increase of 370 million yuan [1]. - The total margin balance for ChiNext stocks is 555.803 billion yuan, reflecting a slight increase of 368 million yuan from the previous trading day [1]. - Among the 461 stocks with increased financing balances, 23 stocks saw growth exceeding 10% [1]. Notable Stocks with Increased Financing - The stock with the highest increase in financing balance is Weiman Sealing, with a latest balance of 16 million yuan, showing a 37.11% increase and a price rise of 11.35% [3]. - Other significant gainers include Renxin New Materials and Siling Intelligent Drive, with increases of 26.74% and 19.51%, respectively [3]. - On average, stocks with over 10% financing balance growth saw a daily increase of 2.34%, with notable performers including Hengbo Co., Entropy Technology, and Weiman Sealing [1][3]. Stocks with Decreased Financing - A total of 488 stocks experienced a decrease in financing balance, with 41 stocks showing a decline of over 5% [4]. - The stock with the largest decrease is Jiangxin Home, with a financing balance of 29.8676 million yuan, down 20.40% [4]. - Other notable decliners include Hengguang Co. and Aoni Electronics, with decreases of 19.79% and 17.69%, respectively [4][5]. Capital Flow Insights - Among the stocks with increased financing balances, 16 stocks saw net inflows of main funds, with Changsheng Bearing, Hongda Electronics, and Anpeilong leading with net inflows of 169 million yuan, 149 million yuan, and 9.244 million yuan, respectively [2]. - Conversely, 7 stocks experienced net outflows, with Chaojie Co., Yunhan Xincheng, and Renxin New Materials facing the largest outflows of 106 million yuan, 51.8225 million yuan, and 7.0478 million yuan, respectively [2].