早盘，光刻机概念异动拉升，凯美特气（002549）、奥普光电（002338）涨停，新莱应材、蓝英装备、苏大维格等冲高。 | 凯美特气 | | | | | --- | --- | --- | --- | | 002549 融 深股通 L1 | | | | | 22.23 | 22.23 름 | 市值 154.58亿 量比 | 24.85 8.32% | | વિદ્ | 21.41 | 流通 153.91亿 换 | | | 2.02 10.00% | チ 21.51 | 市容 TTM 257.14 额 | 12.67亿 | | 同花顺 异动解读：电子特气 + 三季报扭亏 + 光刻机认... 糖能 | | | | | 目K 分时 | 日K 園K | 五日 重零。 | | | 均价: 21.99 最新: 22.23 2.02 10.00% | | | | | 22.23 | | 10.00% 五档 | 成交 | | | | 首板 封单占成交 108.86% | | | | | 最高封单额 17.84亿 | | | 20.21- | | -0.00% 涨停成交额 5.99亿 | | | | | 明涨停概率 点击查看 ...

据港交所文件，未来穿戴健康科技股份有限公司向港交所提交上市申请书，独家保荐人为中信建投国 际。 (本文来自第一财经) ...

Group 1 - Xinjiang Xinxin Mining (03833) saw a stock price increase of over 12%, currently trading at 2.3 HKD with a transaction volume of 10.1656 million HKD [1] - The Indonesian Nickel Miners Association (APNI) announced a significant reduction in nickel ore production targets for 2026, estimating a production of approximately 250 million tons, down from 379 million tons in 2025 [1] - APNI Secretary General Medi Katrin Lunky explained that the lowered production plan aims to prevent further declines in nickel prices [1] Group 2 - Xinjiang Xinxin Mining fully owns four nickel-copper mines: Kalatongke, Huangshandong, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghejie and Mujiahe, and the Kalchaer fluorite mine [1]

每经AI快讯，微创医疗(00853.HK)涨近5%，截至发稿涨4.64%，报10.61港元，成交额6722.56万港元。 ...

Group 1 - Xinjiang Xinxin Mining (03833.HK) experienced a nearly 12% increase in stock price, reaching a rise of 11.65% to 2.3 HKD per share [1] - The trading volume for Xinjiang Xinxin Mining amounted to 10.1656 million HKD [1]

消息面上，越秀交通基建此前宣布，收购山东秦滨高速公路建设85%股权，交易总价款为11.535亿元人 民币。秦滨高速是环渤海地区最快捷的沿海高速通道，目标公路是其在山东省的部分，是国家高速公路 网京哈高速公路(G1)联络线的重要组成部分。 惠誉认为，此次收购将推动越秀交通收入和EBITDA增长。预计该交易将于2025年底或2026年初完成， 届时山东秦滨高速的收入将全部并入越秀交通。惠誉认为，此次收购将支持越秀交通EBITDA增长，并 将其资产的平均特许经营年限延长约1年达12年，并且抵消津雄高速公路出售和广州北环高速特许经营 期于2024年到期所带来的影响。 智通财经APP获悉，越秀交通基建(01052)早盘涨近6%，截至发稿，涨3.67%，报4.52港元，成交额 1050.53万港元。 ...

消息面上，越秀交通基建此前宣布，收购山东秦滨高速公路建设85%股权，交易总价款为11.535亿元人 民币。秦滨高速是环渤海地区最快捷的沿海高速通道，目标公路是其在山东省的部分，是国家高速公路 网京哈高速公路(G1)联络线的重要组成部分。 惠誉认为，此次收购将推动越秀交通收入和EBITDA增长。预计该交易将于2025年底或2026年初完成， 届时山东秦滨高速的收入将全部并入越秀交通。惠誉认为，此次收购将支持越秀交通EBITDA增长，并 将其资产的平均特许经营年限延长约1年达12年，并且抵消津雄高速公路出售和广州北环高速特许经营 期于2024年到期所带来的影响。 越秀交通基建(01052)早盘涨近6%，截至发稿，涨3.67%，报4.52港元，成交额1050.53万港元。 ...

资料显示，环联连讯主要业务是从事销售及分销电讯与数据通讯零部件。业务范畴包括电讯基础设施、 数据中心、物联网与网络连接、商用激光、解决方案与技术支持：提供客户设计、系统集成以及技术分 析支持，帮助客户构建定制化通信模块；公司成立于1990年，拥有超过30年的电讯与数据通信行业经 验，公司客户群包括中美龙头企业。 相对一些规模较小的公司，环联连讯早已涉足AI范畴。最近一个年度公司收益约21.28亿港元，较前年 增长53.8%，纯利达3052万港元，业绩得益于人工智能及数据通信零部件市场需求增长，显示公司业务 规模随着AI扩大，AI发展已进入收成期。 截至12月17日收盘，环联连讯报0.375港元；放眼年内，该股累计上涨90%，表现相当出彩。 综合上市公司公告来看，环联连讯的异动离不开与泰国正大集团谢氏家族重要成员谢展之间的"牵连"。 据悉，此前谢展旗下投资公司Mile Green通过配售入股环联连讯，持股比例达9.3%。从背景来看，谢展 可谓是数字资产界的一大玩家，故其投向身为电讯接驳商的环联连讯，从业务层面上可称作协同。 另一方面看，环联连讯与Mile Green还签订谅解备忘录，拓展实物资产代币化领域，还在 ...

Industry Overview - Glass fiber is an inorganic non-metallic material primarily composed of silica, alumina, and calcium oxide, known for its insulation, heat resistance, and corrosion resistance, widely used in construction, transportation, wind power, and electronics [1] - The glass fiber industry has strong linkages with upstream (minerals, chemicals, energy) and downstream sectors (transportation, construction, electronics, and emerging industries) [4] Industry Development - The history of China's glass fiber industry dates back to the late 1940s, with significant growth occurring in the late 1990s, leading to China holding over 50% of global glass fiber production capacity by the 21st century [7] - As of mid-2025, China's glass fiber production capacity is expected to reach 8.7 million tons, indicating ongoing capacity expansion [14] Policy Background - In 2023, various policies were introduced to encourage the development of high-performance glass fiber products, including the "Green Building Materials Industry High-Quality Development Implementation Plan" and "Guidance on Promoting the Recycling of Retired Wind Power and Photovoltaic Equipment" [11][13] Supply and Demand - China's glass fiber production capacity reached over 7.5 million tons in 2022, with a projected increase to 8.7 million tons by mid-2025, indicating a slowdown in capacity expansion [14] - The total production of glass fiber is expected to reach 7.56 million tons in 2024, reflecting a year-on-year growth of 4.6% [15] - The apparent consumption of glass fiber in China is projected to reach 5.64 million tons in 2024, with a year-on-year increase of 1.6% [24] Export and Import Trends - China's glass fiber export volume is expected to reach 2.02 million tons in 2024, the highest in a decade, while imports are projected to decline to 100,000 tons, indicating improved self-sufficiency [21] Revenue Trends - The main business revenue of large-scale glass fiber enterprises in China was approximately 114.8 billion yuan in 2023, with a slight decrease of 0.5% expected in 2024 [26] Competitive Landscape - China Jushi is the leading company in the glass fiber sector, with a revenue of 15.48 billion yuan from glass fiber-related businesses in 2024, while other companies like China National Materials, International Composites, and Changhai Co. also report revenues exceeding 1.5 billion yuan [29] - The major glass fiber companies are concentrated in Jiangsu, Shandong, Shanghai, Zhejiang, and Chongqing, with China Jushi located in Zhejiang [31] Future Development Trends - The industry is expected to phase out low-end capacities while high-end products like electronic-grade glass fiber will see increased demand due to advancements in technologies such as 5G and AI [34] - By 2030, the demand for glass fiber in China is projected to reach 6.54 million tons, driven by sectors like new energy vehicles, wind power, and advanced communication technologies [37]

消息上，国家发展改革委、工业和信息化部、生态环境部等六部门日前发布《煤炭清洁高效利用重点领 域标杆水平和基准水平（2025年版）》。信达证券认为，在市场流动性充裕、风险溢价上修的环境下， 煤炭板块具备"反内卷"属性且属于尚未充分反映盈利修复预期的板块，即优质煤炭企业向下调整有高股 息安全边际支撑，向上弹性有后续煤价上涨和估值修复催化，板块仍具有中长期战略性的投资机遇。开 源证券则认为，"反内卷"重塑煤炭核心价值，周期与红利攻守兼备。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01733 | 易大宗 | 0.930 | 2.20% | | 00276 | 蒙古能源 | 0.790 | 1.28% | | 01171 | 究矿能源 | 9.980 | 1.11% | | 00975 | MONGOL MIN | 10.650 | 1.04% | | 00639 | 首钢资源 | 2.910 | 1.04% | | 01088 | 中国神华 | 38.820 | 0.94% | | 02798 | 久泰邦达能源 | 1.160 | 0.87% | | ...