每经编辑｜陈柯名 人形机器人概念反复活跃，金道科技20cm涨停，美力科技、力星股份、浙江荣泰、三花智控跟涨。消息面上，12月10日，优必选科技宣布，近日与国内 领先的AI大模型公司签订人形机器人销售合同，总金额超过5000万元人民币。 12月10日早盘，A股三大股指下挫。截至发稿，创业板指跌0.52%，沪指跌0.55%，深成指跌0.15%。AI应用、算力硬件、消费电子、光伏等方向跌幅居 前。 | 今开 | 28.19 | 最高 | 34.01 | 成交量 | 8.00万手 | | --- | --- | --- | --- | --- | --- | | 昨收 | 28.34 | 最低 | 28.08 | 成交额 | 2.56亿 | | 换手率 | 8.16% | 市盈(TTM) | 72.28 | 总市值 | 44.12亿 | | 据摩尔线程官微消息，12月19日至20日，摩尔线程首届MUSA开发者大会将在北京中关村国际创新中心拉开帷幕。 | | --- | | 摩尔线程创始人、董事长兼CEO张建中将首次系统阐述以MUSA为核心的全栈发展战略与未来愿景，并重磅发布新一代GPU架构、推出涵盖产品体系、核 心技 ...

数据显示，截至2025年11月28日，中证电池主题指数前十大权重股分别为阳光电源、宁德时代、三花智 控、亿纬锂能（维权）、天赐材料、先导智能、欣旺达、国轩高科、多氟多、格林美，前十大权重股合 计占比55.63%。 电池ETF嘉实(562880)紧密跟踪中证电池主题指数，是一键布局电池主题板块的便利工具。 2025年12月10日盘中，电池板块下修调整，截至10:38，中证电池主题指数下跌1.55%。成分股星源材质 领涨，天华新能、三花智控跟涨；上能电气领跌，阳光电源、阿特斯跟跌。 没有股票账户的场外投资者还可以通过电池ETF联接基金（016567）一键布局电池产业链投资机会。 消息面上，2025年2月，八部门联合印发《新型储能制造业高质量发展行动方案》，将固态电池列为重 点攻关方向；4月，工信部在《2025年工业和信息化标准工作要点》中提出，建立全固态电池标准体 系，《2025年汽车标准化工作要点》中要求加快全固态电池、动力电池在役检测等标准研制。11月，工 信部发布《关于进一步加快制造业中试平台体系化布局和高水平建设的通知》，将固态电池电解质材料 等列为中试平台建设要点。 光大证券表示，在政策与需求共振下，固 ...

Core Viewpoint - The photovoltaic industry index has experienced a decline of 2.65% as of December 10, 2025, with mixed performance among constituent stocks, indicating ongoing volatility in the sector [1] Group 1: Industry Developments - A new platform for the consolidation and acquisition of polysilicon capacity has been established, named Beijing Guanghe Qiancheng Technology Co., Ltd., with a registered capital of 3 billion yuan [1] - Zhongyuan Securities believes that the valuation of the photovoltaic industry remains at a historically low level, suggesting potential for recovery [1] - Future policies are expected to focus on product sales price measures, mergers and acquisitions among companies, increased industry entry barriers, and improved product quality standards, which may optimize the competitive landscape and industry chain ecology [1] Group 2: Market Data - As of November 28, 2025, the top ten weighted stocks in the photovoltaic industry index include Yangguang Electric, TBEA, Longi Green Energy, TCL Technology, Tongwei Co., TCL Zhonghuan, Chint Electric, Deye, Aiko Solar, and JA Solar, collectively accounting for 61.01% of the index [1] - The Jiashe Photovoltaic ETF (159123) tracks the photovoltaic industry index, providing a convenient tool for investing across the entire photovoltaic industry chain [1] - Investors can also access the photovoltaic ETF through an off-market connection (014605) to capitalize on investment opportunities within the photovoltaic industry chain [1]

Group 1 - The photovoltaic equipment sector has experienced a decline, with companies such as Hongyuan Green Energy and Daqo New Energy falling over 4% [1] - Other companies including Tongwei Co., Aerospace Machinery, Tongrun Equipment, and Aiko Solar also saw a drop in their stock prices [1]

Group 1: Industry Events - The 20th China IDC Industry Annual Conference will be held from December 10 to 11 [1] - The China Investment Corporation reported total assets of $1.57 trillion by the end of 2024, with a ten-year annualized net return on foreign investments exceeding performance targets by 61 basis points [2] - The National Postal Service released the China Express Development Index report for November 2025, showing a year-on-year increase of 3% [2] Group 2: Automotive Industry - In November 2025, domestic retail sales of narrow passenger cars reached 2.225 million units, a year-on-year decrease of 8.1% [3] Group 3: Renewable Energy Sector - A new platform for the integration of polysilicon production capacity was established, with a registered capital of 3 billion yuan, aiming to explore strategic cooperation opportunities within the industry [4] - Zhongtai Securities noted significant price recovery in the photovoltaic industry since mid-2025, with expectations for profitability improvements as industry self-regulation progresses [4] Group 4: Retail Industry - The Ministry of Commerce emphasized the importance of the retail sector in fostering a complete domestic demand system during the National Retail Innovation Development Conference [6] - Data indicated a 3.5% year-on-year growth in national retail sales of consumer goods in 2024 [6] Group 5: Technology Sector - The 2025 Computing Power Industry Ecosystem High-Quality Development Conference is set to take place on December 11, focusing on the future of the computing power ecosystem [7] - Zhongyin Securities highlighted the market leadership of AI computing hardware, particularly in optical modules, driven by demand from major tech companies [7] Group 6: Company News - Xingfu Electronics plans to invest 480 million yuan to expand production capacity for electronic-grade phosphoric acid, targeting the semiconductor manufacturing sector [8] - Fosun Pharma's subsidiary signed a global exclusive licensing agreement with Pfizer, potentially generating up to $20.85 billion in revenue [8] - Tiandi Technology intends to invest 3.545 billion yuan in a new subsidiary focused on intelligent mining equipment [8] - Tongyi plans to invest approximately 198 million yuan in a project for high molecular weight polyethylene fiber production [8] Group 7: Market Trends - Public fund issuance remains strong, with 38 new funds launched in the week of December 8 to 14, focusing on high-growth sectors [10] - Institutional investors are optimistic about the market outlook for 2026, with expectations for a recovery in high-growth sectors [10] Group 8: Company Performance - Wanma Technology became a candidate for three projects with the State Grid Corporation, with a total pre-bid amount of 59.9434 million yuan [9] - Songcheng Performance plans to repurchase shares with a total amount between 100 million and 200 million yuan [9]

二〇二五年十二月 目录 证券代码：688472 证券简称：阿特斯 阿特斯阳光电力集团股份有限公司 2025 年第一次临时股东大会会议资料 | 阿特斯阳光电力集团股份有限公司 2025 年第一次临时股东大会会议议程 3 | | --- | | 阿特斯阳光电力集团股份有限公司 2025 年第一次临时股东大会会议须知 5 | | 议案一：关于取消公司监事会并修订<公司章程>及相关议事规则的议案 7 | | 议案二：关于制定、修订公司部分内部治理制度的议案 9 | | 议案三：关于续聘公司 2025 年度审计机构的议案 10 | | 议案四：关于美国市场业务调整暨关联交易的议案 11 | | 议案五：关于豁免控股股东及实控人曾出具的关于避免同业竞争的承诺的议案 | | 12 | | 议案六：关于预计 2026 年度日常关联交易额度的议案 13 | | 议案七：关于 2026 年度授信及担保额度预计的议案 14 | | 议案八：关于为控股子公司 2026 年新增履约及融资业务提供反担保预计的议案 | | 15 | 阿特斯阳光电力集团股份有限公司 会议时间： 2025 年 12 月 16 日 14:00 会议地点： 江苏 ...

Core Viewpoint - The market is experiencing consolidation, with A-shares mainly in the red, while the "Double Innovation Leading" ETF (588330) is showing resilience, rising over 1.8% intraday and currently up 0.96%, indicating strong technical momentum and active trading with a transaction volume exceeding 71 million yuan [1]. Group 1: ETF Performance - The "Double Innovation Leading" ETF has shown a cumulative increase of 89.28% since its low on April 8, significantly outperforming major indices such as the ChiNext Index (76.53%), the Sci-Tech Innovation Index (54.39%), and the Sci-Tech 50 Index (46.16%) [5][6]. - The ETF is currently positioned above all moving averages, indicating strong upward momentum [1]. Group 2: Key Stocks Performance - Leading stocks within the ETF include Shenghong Technology, which surged by 8.15%, and major players in the optical module sector such as Zhongji Xuchuang and Xinye Sheng, which rose by 6.24% and 3.37% respectively [3]. - AI chip leader Cambricon Technologies saw a nearly 1% increase, surpassing Kweichow Moutai to become the highest-valued stock in A-shares [3]. Group 3: Market Trends and Insights - The demand for computing power is surging, leading to a supply gap in the optical module industry, with a significant increase in demand for 800G/1.6T optical modules associated with the H200 chip [4]. - Analysts predict that the optical module sector will benefit from the release of the H200 chip, which is expected to drive growth in shipment volumes and enhance product pricing due to technological upgrades [4]. - The "new quality productivity" sector is anticipated to experience substantial growth driven by technological breakthroughs, policy support, and commercial implementation, particularly in TMT and advanced manufacturing sectors [4].

今日（12月9日）市场盘整，A股主要指数大多飘绿，百分百布局新质生产力的硬科技宽基——双创龙 头ETF（588330）逆市活跃，场内价格盘中涨超1.8%，现涨0.96%，冲击日线4连涨，当前居于所有均 线上方，技术面上行动能较强，实时成交额超7100万元，交投火热。 | 前屋权 超级香加 圆线 丁具 Q (2) | 双创龙头ETF ① | | 588330 | | --- | --- | --- | --- | | 振 2.46% 额 7119万 2025/07/04-2025/12/09(107日)▼ | | +0.009 +0.96% | | | | E CNY 14:39:29 交易中 | | 通融/ ● 十 | | 0.990 | 你们是我 | 华宝中证科创创业50ETF | | | | 三十 14.84% == | | 22134 | | 0.900 | 0.949 | | ୧୦୪ 1623 | | | 0.948 | | | | | 0.947 | | 23315 | | | 0.946 | | ટ્રેન્ટર | | | 0.945 | | 8423 | | 0.810 | 0.944 | | ...

在技术创新驱动下，扬州经开区构建起覆盖"源—网—荷—储"的智慧能源管理体系。由区属国企与朗新 科技合资成立的朗越科技公司，依托自研"能碳大脑"平台，实时监测园区能耗与碳排放数据，实现光 伏、储能、充电桩等资源的智能调度。这一平台如同园区的"智慧中枢"，通过数字化手段提升能源效 率，例如，晶澳晶山园区通过平台协同运行光伏与储能系统，年节省电费超千万元，并探索虚拟电厂模 式参与电网调峰。目前，全区已累计建成4家国家绿色工厂和19家省级绿色工厂，晶澳更凭借零碳工厂 认证成为全市"零碳标杆"。 近日，江苏省工信厅公示2025年度绿色制造名单，扬州经济技术开发区（以下简称"扬州经开区"）8家 企业跻身省级绿色工厂行列，标志着扬州经开区在推动产业绿色转型、提升发展"含绿量"方面取得新进 展。新晋的绿色工厂包括潍柴动力扬州柴油机有限责任公司、扬州新概念电气有限公司、扬州阿特斯太 阳能电池有限公司等，它们不仅是区域经济的重要支撑，更是扬州经开区构建"政策引领+项目驱动"双 轮机制、建设智慧零碳园区的生动实践。 作为江苏省首批零碳园区试点，扬州经开区自2023年启动零碳园区建设以来，以系统性思维构建绿色低 碳发展体系。通过编制 ...

Group 1 - The A-share market experienced an upward trend on December 8, with over 3,400 stocks rising, and the leading photovoltaic ETF (516290) increased by 1.35%, marking two consecutive days of gains [1] - The component stocks of the photovoltaic ETF (516290) showed mixed performance, with Maiwei Co., Ltd. (300751) rising by 17.47%, and GCL-Poly Energy reaching a daily limit increase, while TCL Technology fell by over 1% [3] - The top ten component stocks of the photovoltaic ETF include major players like Sungrow Power (1.25% increase) and TBEA (0.77% increase), with TCL Technology showing a decline of 1.54% [4] Group 2 - A research team from Nanjing University and Renshuo Energy has developed an environmentally friendly solvent for perovskite solar cells, moving closer to mass production of large-sized perovskite solar cells [5] - Perovskite solar cells are recognized for their excellent electrical and optical properties, low cost, and simple manufacturing process, with potential efficiencies exceeding those of traditional silicon cells [6] - The perovskite photovoltaic industry is entering a new era of GW-level production lines, with significant advancements in technology and production capacity expected by 2025 [6]