金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上昨夜今晨的财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 国际金银价格齐创历史新高，四大动因推动市场火热 12月22日，国际金银价格齐创历史新高，现货黄金报4412.62美元/盎司，日内涨1.33%，白银也创新 高，年内涨幅超139%。贵金属市场火热传导至A股和港股市场，相关企业个股纷纷跟涨。专家认为黄 金再创新高有四大动因：美元处于降息周期致贬值，推动黄金价格上升；美联储降息预期使黄金投资价 值凸显；黄金保值抗通胀功能在财政收支失衡背景下更受关注；国际局势紧张增加了黄金的对冲风险需 求。详情>> 港交所四新股首挂齐潜水，多行业企业上市遇冷 12月22日，印象大红袍、华芢生物 - B、明基医院、南华期货4只新股在港交所首日挂牌均逆市破发。华 芢生物是未盈利的生物制药公司，明基医院是华东地区大型民营营利性综合医院集团，印象大红袍主要 经营文旅服务，南华期货是A股主板上市的金融服务公司。各公司均有不同程度的股价下跌，投资者账 ...

Group 1 - The People's Bank of China has announced a one-time credit repair policy for small personal overdue information under 10,000 yuan, applicable to credit cards, housing loans, and consumer loans, emphasizing that full repayment of overdue debts is required for eligibility [2] - Vanke's 2 billion yuan bond extension plan was rejected again, but it secured a 30 trading day grace period, preventing default until January 28, 2026 [2] - Precious metals have seen a significant surge, with gold surpassing 4,440 USD/ounce and silver breaking 69 USD/ounce, both reaching historical highs, while platinum rose 7% to over 2,100 USD/ounce [2] Group 2 - The State Council, led by Premier Li Qiang, is focusing on major projects to stimulate economic growth and support current demand expansion [3] - The December LPR remains unchanged at 3.0% for one year and 3.5% for five years, marking seven consecutive months of stability due to pressure on bank net interest margins [3] - The 19th meeting of the Standing Committee of the 14th National People's Congress reviewed the report on the rectification of issues found in the 2024 central budget execution, with a total of 1.04 trillion yuan in issues rectified [3] Group 3 - The Central Economic Work Conference has outlined key reform tasks, including the establishment of a national unified market construction regulation and further deepening state-owned enterprise reforms [4] - The draft of the Childcare Services Law has been submitted for review, aimed at supporting families with children under three years old and improving population quality [4] - The draft revision of the Banking Supervision and Administration Law has been reviewed, extending regulatory oversight to major shareholders and actual controllers of banking institutions [4] Group 4 - The Shenzhen housing ticket pilot program has expanded, incorporating housing tickets as a core compensation method for urban renewal projects [11] - Domestic refined oil prices have seen a "three consecutive drops," with gasoline prices reduced by 170 yuan/ton and diesel by 165 yuan/ton [11] - The gold investment firm Jinfeng has faced a significant financial crisis, with overdue products amounting to 7-8 billion yuan, prompting government intervention [11] Group 5 - The A-share market has seen a significant increase, with the Shanghai Composite Index closing up 0.69% and the Shenzhen Component Index up 1.47%, with a total market turnover of 1.88 trillion yuan [6] - The Hong Kong Hang Seng Index rose 0.43%, driven by gains in semiconductor and gold stocks, while large tech stocks showed mixed performance [6] - The Shenzhen merger and acquisition market has reported 1,104 new disclosures this year, with a total value of 553.7 billion yuan, reflecting a 54% and 55% year-on-year increase respectively [7]

领益智造是全球领先的AI终端硬件核心供应厂商，公司专注于为全球客户提供全方位的智能制造服务 与解决方案。凭借先进的模切、冲压、CNC、注塑、MIM、压铸等核心工艺制造技术，公司产品广泛 应用于AI终端设备、汽车及低空经济、清洁能源等行业。 领益智造（002600）12月22日晚公告，公司与张强、武燕、毛旦投资、新余德彩、东莞德彩等11位立敏 达的股东签订了《股权转让协议》。公司将以8.75亿元的价格现金收购上述股东合计持有的立敏达35% 股权，并通过表决权委托的形式取得张强持有的目标公司17.78%股权的表决权，合计控制目标公司 52.78%表决权，从而取得对目标公司的控制权。 领益智造在12月22日晚的公告中表示，本次签订协议相关交易事项将有助于公司快速获得境内外特定客 户服务器液冷散热业务的技术储备与客户认证资质，并降低服务器电源相关产品的开发成本和产品验证 周期。标的公司可与公司现有服务器业务形成战略协同效应，有助于进一步丰富公司服务器板块的产品 矩阵，提升公司AI硬件服务器板块的业务规模和盈利能力。 立敏达在企业级服务器热管理领域具备深厚的核心技术积累和丰富的行业经验，是一家以热管理产品为 核心的服务 ...

Core Viewpoint - The company, Lingyi Zhizao, has signed a share transfer agreement to acquire a 35% stake in Liminda for 875 million yuan, aiming to gain control over the company with a total voting power of 52.78% [1][2]. Group 1: Transaction Details - The total transaction price will be paid in two installments, with the first payment being 51% of the total price and the second payment covering the remaining 49% [2]. - Zhang Qiang will sign a voting rights entrustment agreement, allowing Lingyi Zhizao to exercise voting rights over an additional 17.78% stake in Liminda after the completion of the share transfer [2]. Group 2: Strategic Implications - This acquisition will enable Lingyi Zhizao to quickly obtain technical reserves and customer certifications for server liquid cooling business, reducing development costs and product validation cycles [3]. - The strategic synergy between Liminda and Lingyi Zhizao's existing server business is expected to enhance the product matrix and improve the scale and profitability of the AI hardware server segment [3].

【品大事】 祥源文旅：实际控制人俞发祥因涉嫌犯罪被采取刑事强制措施 祥源文旅公告，公司于2025年12月22日收到公司实际控制人俞发祥家属通知，俞发祥因涉嫌犯罪被绍兴 市公安局采取刑事强制措施，案件正在调查过程中。截至本公告披露日，公司未收到有关机关要求公司 协助调查的通知，公司控制权未发生变化。俞发祥除为公司实际控制人外，未在公司担任任何职务，公 司董事和高级管理人员均正常履职，公司生产经营一切正常，上述事项不会对公司正常生产经营产生重 大影响。 交建股份：实际控制人俞发祥因涉嫌犯罪被采取刑事强制措施 金盘科技：拟发行16.72亿元可转债用于数据中心电源模块等项目 金盘科技公告称，公司本次发行可转债募集资金总额为16.72亿元，扣除相关发行费用后将用于投资以 下项目：数据中心电源模块及高效节能电力装备智能制造项目"建成达产后将新增产能数据中心电源模 块等成套系列产品1,200套/年（包括中低压开关设备1.9万台/年）、VPI变压器410万kVA/年；高效节能 液浸式变压器及非晶合金铁芯智能制造项目"建成达产后将新增产能非晶合金铁芯及硅钢立体卷铁芯液 浸式变压器1,578万kVA/年等。 旭升集团：实际控制人 ...

Core Viewpoint - The company Lingyi Zhizao (002600) has signed a share transfer agreement to acquire a 35% stake in Dongguan Liminda Electronic Technology Co., Ltd. for 875 million yuan, gaining control over 52.78% of the voting rights of Liminda, which specializes in thermal management solutions for enterprise-level servers [1][2]. Group 1 - The acquisition will enable the company to quickly obtain technical reserves and customer certification qualifications for server liquid cooling business from specific domestic and international clients [2]. - Liminda has a strong technical foundation and extensive industry experience in thermal management, offering core hardware products such as liquid cooling quick-disconnect connectors, manifolds, and cooling modules [1]. - The strategic synergy between Liminda and the company's existing server business will enhance the product matrix of the server segment and improve the scale and profitability of the AI hardware server business [2]. Group 2 - Liminda is a certified supplier for NVIDIA's AVL/RVL and provides liquid cooling components, indicating its capability to meet high industry standards [2]. - The company joined the universal quick-connect interconnect alliance led by Intel in August 2025, which signifies that its products have passed rigorous compatibility tests, offering greater flexibility and options for data center clients [2].

Group 1: Company Announcements - Yongding Co., Ltd. announced that its subsidiary, Dingxin Optoelectronics, plans to raise capital by introducing external investors, including Wuxi Jicui and Suzhou Longju [1][2] - Lingyi Technology intends to acquire a 35% stake in Limin Da for 875 million yuan to enhance its AI hardware server business and gain control over the company [3] - Nanya New Materials plans to raise up to 900 million yuan through a private placement to fund the development of high-performance copper-clad laminates for AI computing [4][5] - ChaoSheng Electronics announced a 1.008 billion yuan investment in expanding its high-performance HDI printed circuit board production capacity [6] - Tongyu Communication's subsidiary, Zhonghong Tongyu, will introduce investors through capital increase to enhance its financial strength [7] Group 2: Market Performance - Stocks of Yongding, Lingyi Technology, Nanya New Materials, Tongyu Communication, Changfei Fiber, and ChaoSheng Electronics have seen significant price increases since April 9, with gains ranging from 65% to 328% [1] - Changfei Fiber issued a risk warning regarding its stock price volatility, noting a 20% increase in stock price over three consecutive trading days [8]

Core Viewpoint - The article highlights recent strategic moves by several companies in the computing power industry, indicating a trend of investment and expansion to enhance their capabilities and market positions in AI-related technologies [1]. Group 1: Company Announcements - Yongding Co., Ltd. announced that its subsidiary, Dingxin Optoelectronics, plans to raise capital by introducing external investors, aiming to optimize its capital structure and enhance its financial strength [2]. - Leyi Intelligent Manufacturing intends to acquire a 35% stake in Limin Da for 875 million yuan to strengthen its AI hardware server business and gain control over the company [3][4]. - Nanya New Materials plans to raise up to 900 million yuan through a private placement to fund the development of high-performance copper-clad laminates for AI computing applications [6][7]. - ChaoSheng Electronics announced a project to invest 1.008 billion yuan in expanding its high-performance HDI printed circuit board production capacity, expected to generate significant revenue and profit [9]. - Tongyu Communication's subsidiary, Zhonghong Tongyu, is set to introduce investors through a capital increase to enhance its financial strength for satellite communication product development [10]. Group 2: Market Performance - Several leading stocks in the computing power industry, including Yongding Co., Leyi Intelligent Manufacturing, Nanya New Materials, Tongyu Communication, Changfei Fiber, and ChaoSheng Electronics, have seen significant price increases since April 9, with gains ranging from 65% to 328% [1].

【重大事项】 今日晚间重要公告抢先看——领益智造拟8.75亿元收购立敏达35%股权并取得控制权；三花智控预计 2025年净利润同比增长25.00%-50.00%；中国广核宣布陆丰2号机组开始全面建设。 一品红：控股股东拟将所持美国Arthrosi公司9.07%股权无偿给予公司 一品红(300723)12月22日晚间公告，公司收到控股股东支持公司发展的承诺，基于对Arthrosi被并购交易 及公司痛风创新药氘泊替诺雷（AR882）大中华区市场和优先全球供应的强烈信心，公司控股股东广润 集团拟将其子公司Guangrun Health持有的美国Arthrosi公司9.07%的股权按照E轮投资后的净收益无偿、 无条件给予公司，支持公司研发创新发展。 长飞光纤：当前电信市场相关光纤光缆需求仍然承压 长飞光纤(601869)12月22日发布股票交易风险提示，公司注意到近期市场对光纤光缆产品供需结构改 善，以及算力数据中心相关光纤光缆产品关注度较高。当前全球光纤光缆行业市场环境正常，与电信市 场相关的光纤光缆需求仍然承压，而与数据中心相关的新型产品占需求总量的比例较小。 奥联电子：控股股东筹划公司控制权变更事项 奥联电子( ...

Group 1 - The core point of the article is that Guangdong Lingyi iTech has signed a share transfer agreement to acquire a 35% stake in Dongguan Liminda Electronic Technology for 875 million yuan, gaining control over 52.78% of the voting rights of Liminda [1] - The acquisition is expected to enhance Lingyi iTech's capabilities in server liquid cooling technology and customer certification, creating synergies with its existing server cooling and power business, thereby increasing the scale and profitability of its AI hardware server segment [1] - Liminda has a strong technical foundation and extensive industry experience in enterprise-level server thermal management, offering core hardware products such as liquid cooling connectors and modules, making it a comprehensive hardware solution provider [1] Group 2 - Liminda is a certified supplier for NVIDIA's AVL/RVL and has joined Intel's universal quick connector alliance, enhancing flexibility and options for data center customers [2] - The upgrade in chip power consumption is expected to drive rapid growth in the value of liquid cooling solutions, positioning Lingyi iTech to potentially evolve from a single hardware supplier to a full-chain solution provider in the AI server market [2]