上证早知道｜002977 可能触发财务退市风险！贵州茅台 完成30亿元增持！

Group 1 - The China Meteorological Administration will hold a press conference on December 30, 2025, to release the "Global Meteorological Development Report 2025" and answer questions from reporters [1] - The 2025 China Green Hydrogen Industry Conference is being held in Beijing [1] - Tianjian Technology (002977) announced an expected reduction in operating revenue of approximately 256 million yuan, which will impact the net profit attributable to shareholders by about -209 million yuan, potentially leading to a delisting risk warning [1] - Ganfeng Lithium announced it received a notice of prosecution from the Yichun Public Security Bureau for suspected insider trading, with the case now sent to the procuratorate for review and prosecution [1] Group 2 - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies cannot deduct advertising and business promotion expenses from taxable income [1] - From January to November, state-owned enterprises reported total operating revenue of 7,562.576 billion yuan, a year-on-year increase of 1.0%, while total profits decreased by 3.1% to 371.945 billion yuan [1] Group 3 - The Shanghai Municipal Commission of Commerce and 16 other departments issued measures to further expand service consumption in Shanghai, focusing on developing event economies and promoting advanced treatment methods [2] Group 4 - The Shanghai Composite Index closed at 3965.28 points on December 29, 2025, marking a nine-day consecutive rise, the longest in the year, while the Shenzhen Component Index and the ChiNext Index experienced declines [3] - The commercial aerospace sector saw a surge in stock prices, with leading companies like Shenjian Co. hitting the daily limit for eight consecutive trading days [3] - Precious metals experienced wide fluctuations, with silver futures seeing significant pullbacks, while a report indicated that the long-term logic for commodities remains solid despite short-term trading congestion [3] Group 5 - The People's Bank of China has introduced policies to strengthen the management and service system for digital currency, with a new framework set to launch on January 1, 2026 [5] - As of the end of November 2025, digital currency transactions totaled 3.48 billion, with a cumulative transaction amount of 16.7 trillion yuan, indicating rapid growth in the digital currency ecosystem [6] Group 6 - A major passive component manufacturer will adjust prices for certain products starting January 1, 2026, with increases in resistors and inductors, driven by rising material costs and increased demand from AI applications [7] - The overall price of passive components is currently low, and the combination of recovering demand and rising raw material prices is expected to initiate a new round of price increases [7] Group 7 - Zai Sheng Technology has obtained AS 9100D certification for aerospace quality management and has begun supplying products for the C919 and C909 aircraft [8] - Nuo Wei Biotechnology's NWRD06, a new RNA drug for liver cancer, has initiated Phase II clinical trials in collaboration with Hai Xiang Pharmaceutical [8] - Zhonghang Heavy Machinery has established a supply system for key forged components in the commercial aerospace sector, supporting various aerospace projects [8] Group 8 - Tianqi Lithium has completed a strategic cooperation with Codelco, with the joint venture name changing to Nova Andino Litio SpA, pending a court ruling [9] - 吉祥航空 plans to purchase 25 Airbus A320 series aircraft for a total price of 4.1 billion USD, with deliveries scheduled between 2028 and 2032 [9] - Guodian Power's subsidiary has partnered with Sichuan Tieneng and CATL to establish a company for the investment and operation of a hydropower project with a total investment of 15.273 billion yuan [9] Group 9 - Kweichow Moutai's controlling shareholder has completed a share buyback plan, acquiring 2,071,359 shares for a total of 3 billion yuan, increasing its stake to 56.63% [10] Group 10 - International Composite has approved a project to build a high-frequency, high-speed electronic fiber cloth production line with an estimated total investment of 1.693 billion yuan [11] Group 11 - Institutional investors have net bought Tianqi Co. shares worth 65.8035 million yuan, indicating confidence in the company's focus on embodied intelligent robotics [12] - Institutional investors have also net bought Buke Co. shares worth 57.579 million yuan, reflecting optimism about the company's strategic focus on core robotic components [12]