（文章来源：证券时报网） 从市场表现看，截至收盘，创业板50指数(399673)上涨1.48%，跟踪创业板50指数的相关ETF今日平均 上涨1.51%，其中，涨幅居前的有华夏创业板50ETF(159367)、景顺长城创业板50ETF(159682)等，今日 分别上涨2.70%、1.55%。（数据宝） 创业板50指数ETF12月5日成交额变动 | 基金代码 | 基金简称 | 今日涨跌幅 | 今日成交额 | 较上一交易日增加 | 环比增幅 | | --- | --- | --- | --- | --- | --- | | 159949 | 华安创业板50ETF | 1.44% | 18.08亿元 | 5.22亿元 | 40.59% | | 159682 | 景顺长城创业板50ETF | 1.55% | 2.44亿元 | 2272.19万元 | 10.27% | | 159367 | 华夏创业板50ETF | 2.70% | 856.97万元 | 856.97万元 | | | 159681 | 创50ETF | 1.39% | 1.52亿元 | 338.66万元 | 2.28% | | 159373 | 嘉实创业板 ...

今日市场震荡反弹，创业板指数上涨1.4%，站上3100点，创业板ETF（159915）全天净申购达3700万份。从本周维度看， 创业板成长指数上涨2.4%，创业板指数上涨1.9%，创业板中盘200指数下跌0.2%。 华安证券表示，中央经济工作会议基调预计大致符合预期，美联储预计鹰派降息，经济基本面延续放缓，市场继续高位震 荡。配置上，行业轮动或加速、把握难度加大，因此布局下阶段行情或许是更好选择，其中AI产业链核心主线地位不改， 近期调整提供良好布局契机，此外供需双振、景气上行领域也值得重视，包括存储和储能链。 | | 创业板 | 创业板中盘 | 创业板成长 | | --- | --- | --- | --- | | | 指数 | 200指数 | 指数 | | 本周涨跌幅 | 1.9% | -0. 2% | 2. 4% | | 指数滚动 市盘率 | 39. 3倍 | 105. 6倍 | 39.1倍 | | 衮动市盈率 分位 | 31. 0% | 该指数2023年 11月15日发布 | 41. 8% | | 跟踪该 指数的ETF | 创业板ETF (159915) | 创业板200ETF 易方达 | 创业板成长 ...

Group 1 - The core viewpoint highlights the strong performance of the Guotai AI ETF (159388) and the robust growth in the communication sector driven by AI computing power [1] - Global AI investment continues to grow significantly, with North American cloud providers' capital expenditures increasing by over 50% year-on-year, and projected to reach over $600 billion by 2026 [1] - Nvidia's impressive performance is noted, with data center revenue growing by 66% year-on-year, indicating a high demand for computing infrastructure [1] Group 2 - The Guotai AI ETF tracks the ChiNext AI Index (970070), which includes listed companies involved in AI technology and applications, covering sectors like software development and big data processing [2] - The index focuses on high-growth and technology innovation sectors, reflecting the market performance of companies in technology research and application expansion [2] - The communication sector outperformed the market in November, with optical devices and operators leading the gains, while the industry PE valuation stands at a historically low level of 23.2 times [1][2]

（文章来源：第一财经） 深圳证券交易所上市审核委员会定于2025年12月12日召开2025年第29次上市审核委员会审议会议，审议 成都宏明电子股份有限公司（首发）。 ...

智通财经12月5日讯，今日73股涨停，21股炸板，封板率为78%，太阳电缆、安记食品4连板，龙洲股份、国机重装、骏亚科技3连板，航天机电6天4板，航 天发展16天10板，海王生物、海欣食品8天7板，实达集团12天7板，国风新材13天7板，顺灏股份6天5板。市场探底回升，创业板指涨超1%，早盘一度跌超 0.5%。沪深两市成交额1.73万亿，较上一个交易日放量1768亿。盘面上，市场热点轮番活跃，全市场近4400只个股上涨。板块方面，保险、贵金属、福建、 商业航天等板块涨幅居前，银行、中药、影视院线等板块跌幅居前。截至收盘，沪指涨0.7%，深成指涨1.08%，创业板指涨1.36%。 人气及连板股分析 连板晋级率升至70%，虽然市场连板高度仍维持4板，但3板以上连板股增至7只。高位股方向展开超预期修复，昨日断板的几只连板人气股海欣食品、顺灏 股份等实现反包涨停，带动所属的福建、商业航天等热门方向强度进一步提升。此外伴随成交量能放大超1700亿，容量抱团方向算力硬件、机器人、大金融 等轮动走强，不排除部分资金对市场流动性修复预期进行抢先手。若下周指数方面继续展开修复，或仍不利于投机小票方向人气继续提升，关注市场连板高 ...

Group 1 - The core viewpoint of the news is that Qingdao Huasheng Intelligent Equipment Co., Ltd. has received acceptance for its IPO on the Beijing Stock Exchange, with a planned fundraising of approximately 400 million yuan for automation equipment manufacturing, marketing network construction, and working capital supplementation [2] - The company was established in 2019 with a registered capital of 5,000 yuan, focusing on the research, design, production, sales, and service of intelligent logistics systems centered around automated three-dimensional warehouses [2] - The actual controller of the company, Wang Junshi, holds a combined voting rights proportion of 50.09% through various holdings in related entities [2] Group 2 - Wang Junshi has extensive experience in the industry, having held various managerial positions in companies such as Soft Control Co., Ltd. and Kegao Intelligent before becoming the chairman of Huasheng Intelligent [4] - The company's revenue for the years 2022 to 2024 is projected to be 331 million yuan, 634 million yuan, and 730 million yuan, with net profits of 37.05 million yuan, 65.87 million yuan, and 82.87 million yuan respectively [4] - The gross profit margins for the main business during the same period are 29.33%, 24.28%, and 24.92%, indicating a downward trend [4] - The sales revenue from the top five customers accounts for significant proportions, with the largest customer, Soft Control Co., Ltd. and its affiliates, contributing 38.28% in the first year of the reporting period [4]

市场探底回升，创业板指涨超1%，早盘一度跌超0.5%。盘面上，市场热点轮番活跃，全市场近4400只个股上涨。截至收盘，沪指涨0.7%，深成指涨 1.08%，创业板指涨1.36%。 从板块来看，福建板块持续爆发，海欣食品8天7板，厦门港务、太阳电缆等10余股涨停。 大金融板块大幅拉升，瑞达期货、中银证券涨停，赢时胜20cm涨停。 下跌方面，医药板块表现疲软，广济药业、粤万年青下挫。 沪深两市成交额约17257.71亿元，较前一个交易日放量约1768.11亿元。 个股方面，摩尔线程成交额153.1亿元居首，中际旭创、新易盛、天孚通信、东方财富等成交额靠前。 | 还 容 代码 名称 | | 最高 | 最低 | 现价 | 金额; | 昨收 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 688795 N摩尔-U 次 +425.46% 1 | | 688.00 | 556.00 | 600.50 | 153.1亿 | | 6 | | 2 300308 中际旭创 『 | | 545.00 | 525.00 | 537.05 | 151.7亿 | 535.50 ...

可控核聚变概念表现强势，国机重装、宝胜股份涨停。 市场探底回升，创业板指涨超1%，早盘一度跌超0.5%。盘面上，市场热点轮番活跃，全市场近4400只 个股上涨。截至收盘，沪指涨0.7%，深成指涨1.08%，创业板指涨1.36%。 从板块来看，福建板块持续爆发，海欣食品8天7板，厦门港务、太阳电缆等10余股涨停。 大金融板块大幅拉升，瑞达期货、中银证券涨停，赢时胜20cm涨停。 商业航天概念反复活跃，顺灏股份6天5板，龙洲股份3连板。 下跌方面，医药板块表现疲软，广济药业、粤万年青下挫。 沪深两市成交额约17257.71亿元，较前一个交易日放量约1768.11亿元。 个股方面，摩尔线程成交额153.1亿元居首，中际旭创、新易盛、天孚通信、东方财富等成交额靠前。 ...

Market Performance - The A-share market saw a rebound on December 5, with the Shanghai Composite Index rising by 0.7% to close at 3902.81 points, while the Shenzhen Component Index increased by 1.08% to 13147.68 points, and the ChiNext Index rose by 1.36% to 3109.30 points [1] - The total trading volume for the Shanghai market was 716.7 billion, and for the Shenzhen market, it was 1009 billion [1] Sector Performance - The insurance, industrial metals, power grid equipment, superconductors, commercial aerospace, and Fujian Free Trade Zone sectors showed significant gains [2] - Conversely, the banking, film and television, traditional Chinese medicine, and newly listed technology sectors experienced declines [2] Institutional Insights - The current macro environment is favorable for the market due to easing overseas tightening risks and ample domestic liquidity, suggesting a focus on sectors with clear growth trends such as semiconductors, consumer electronics, artificial intelligence, robotics, and commercial aerospace [3] - The storage sector is expected to remain in a super cycle, with supply shortages anticipated to last until at least the end of 2026, benefiting companies closely aligned with storage manufacturers [3] - The competitive edge of AI applications lies in their ecosystem synergy, with companies like Alibaba leveraging their comprehensive ecosystem to enhance user attraction and retention [3] Industry News - Three rare earth permanent magnet companies, including JINLI Permanent Magnet, Zhongke Sanhuan, and Ningbo Yunsheng, have obtained general export licenses, which will streamline their export processes and accelerate delivery speeds [4] - The National Financial Regulatory Administration has adjusted risk factors for insurance companies, lowering the risk factor for certain long-held stocks, which may enhance investment stability for these firms [5] - China's offshore wind power capacity has maintained its global leading position for five consecutive years, with a cumulative installed capacity of 44.61 million kilowatts as of September 2025 [6]

12月5日，A股三大指数午后集体拉升走高。截至收盘，沪指涨0.7%报3902点，深证成指涨1.08%，创业板指涨1.36%。全市场成交额 1.74万亿元，较前一交易日增量1773亿元，近4400股上涨。 保险板块午后大涨，中国太保涨超6.85%，中国平安涨近6%，中国人保涨近5%。 消息面上，摩根士丹利近日发布研报称，将中国平安H股加入核心推荐列表，并大幅上调中国平安H股目标价至89港元每股、中国平安 A股目标价至85元每股，维持行业首推。大摩认为，现在更加看好中国平安，相信中国平安可以抓住居民理财、医疗健康和养老领域 的关键增长机会。同时，市场的主要担忧正在逐步出清，为该公司估值提升铺平道路。 | 代码 名称 | 现价 涨跌 涨幅� | | --- | --- | | 601601 中国太保 | 37.61 +2.41 +6.85% | | 601318 中国平安 | 61.99 +3.44 +5.88% | | 601319 中国人保 | 8.75 +0.41 +4.92% | | 601628 中国人寿 | 45.40 +2.00 +4.61% | | 601336 新华保险 | 67.03 +2.93 ...