A股开盘：沪指微跌0.08%、创业板指涨0.1%，物流、航空概念股走高，有色金属板块集体回调

Market Overview - On December 25, A-shares showed mixed performance with the Shanghai Composite Index down 0.08% at 3937.72 points, the Shenzhen Component Index down 0.1% at 13472.7 points, and the ChiNext Index up 0.1% at 3232.97 points [1] - The logistics, shipping ports, and unified market sectors showed strength at the beginning of trading, with notable stocks like Victory Energy hitting a ten-day limit up and Chongqing Port reaching a limit up [1] - The lithium sector opened lower, with companies like Shengxin Lithium Energy and Rongjie shares dropping over 4% [1] Company News - Fenglong Co., Ltd. announced that after the transfer of shares and the relinquishment of voting rights, Ubtech will hold 29.99% of the shares and voting rights of the listed company, changing the controlling shareholder from Chengfeng Investment to Ubtech [2] - Victory Energy may apply for a trading suspension if its stock price continues to rise, indicating potential risks for investors [2] - Chaojie Co., Ltd. reported a reduction in shares held by its controlling shareholder, decreasing from 46.63% to 45.89% due to a block trade [2] Contractual Agreements - Springlight Technology received an OEM/ODM order from Lexiang Technology for robot products worth 43.26 million yuan, expected to impact net profit by approximately 6 million yuan in 2026 [3] - Huayin Technology signed a framework procurement contract worth 254 million yuan for special functional materials for aircraft fuselage, which is expected to positively affect its operating performance [4] - Nanshan Aluminum invested 5 million yuan to establish a wholly-owned subsidiary in Hainan, aiming to leverage the Hainan Free Trade Port policy [3] Industry Insights - Blue Arrow Aerospace has completed its IPO guidance, potentially becoming the first commercial aerospace company listed on the Sci-Tech Innovation Board [6] - Nvidia's GB300 series servers are expected to begin small-scale shipments by the end of this year, with a projected annual shipment of 55,000 units in 2024, representing a 129% year-on-year growth [7] - Samsung Electronics and SK Hynix have raised HBM3E prices by nearly 20%, a rare occurrence before the launch of a new generation of HBM products [8] - Semiconductor company SMIC has implemented a price increase of about 10% on some capacities, driven by sustained demand from mobile applications and AI [9] - Copper supply is expected to remain tight in 2026, with prices projected to stay above $10,000 per ton, supported by liquidity from potential Federal Reserve rate cuts [10]