| | 连板服投 11.25 一 | | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | *ST苏昊 | 5 | 创新药 | | 梦天家居 | 5 | 家居 | | 实达集团 | 4 | 智算中心 | | 特发信息 | 3 | 光通信 | | 欢瑞世纪 | 3 | AIGC+短剧 | | 长江材料 | 3 | 建材 | | 新华都 | 3 | 跨境电商 | | 品高股份 | 3 | 云计算 | | *ST万方 | 3 | 走工 | | 航天动力 | 2 | 商业航天 | | 广济药业 | 2 | 医药生物 | | ST证通 | 2 | 云计算+金融科技 | | 雷科防务 | 2 | 商业航天+存储心片 | | *CI #FF | 2 | 纺织服装 | | *ST中装 | 2 | 建筑装饰 | | 金富科技 | 2 | 包装 | | *ST熊猫 | 2 | 烟花 | | 国晟科技 | 2 | 固态电池 | ST中珠 2 眼科医疗 联盟点 器□奶经 商业航天板块航天动力2连板。一图速览今日连板股>> 11月25日，Wind数据显示，A股市场共计96只个股涨停。其中光通信板 ...

Core Insights - The A-share market saw a total of 79 stocks hitting the daily limit up on November 24, with notable performances in various sectors, particularly aquaculture, photolithography, and 3D printing [1][2]. Group 1: Stock Performance - Guofeng New Materials achieved a four-day consecutive limit up in the photolithography sector [1][2]. - Changjiang Materials, associated with 3D printing, recorded a two-day consecutive limit up [1][2]. - The aquaculture sector, specifically Shuiyu Industry, experienced a remarkable seven-day consecutive limit up [1][2]. Group 2: Conceptual Breakdown of Stocks - The following stocks have notable consecutive limit up days: - Sansi Mingchu: 7 days, related to aquaculture [2]. - Guofeng New Materials: 4 days, related to photolithography [2]. - *ST Suwu: 4 days, related to innovative pharmaceuticals [2]. - Meng Tian Home: 4 days, related to home furnishings [2]. - Shida Group: 3 days, related to intelligent computing centers [2]. - Other stocks with 2 days of consecutive limit up include *ST Wanfang (automotive), Te Fa Information (optical communication), and Changjiang Materials (3D printing) [2].

Core Viewpoint - The A-share market experienced significant activity with 33 stocks hitting the daily limit up, indicating strong investor interest and potential bullish trends in specific sectors [1] Group 1: Aquaculture Sector - Zhongshui Fishery achieved a remarkable six consecutive limit-up days, highlighting its strong performance in the aquaculture sector [1] Group 2: Other Notable Stocks - Rongji Software recorded five consecutive limit-up days, associated with the data element concept [1] - ST Mubang also saw five consecutive limit-up days, linked to the photovoltaic silicon wafer sector [1] - Deep China A and Guofeng New Materials both achieved three consecutive limit-up days, with Deep China A in the lithium battery sector and Guofeng New Materials in the photolithography glue sector [1] - Other companies such as ST Suwu, Meng Tian Home, and Caixin Development also showed notable performances with three consecutive limit-up days in their respective sectors [1]

每经AI快讯，有投资者在投资者互动平台提问：苏州算力中心现在建设进度情况怎么样？ 科蓝软件（300663.SZ）11月18日在投资者互动平台表示，根据公司公告，公司苏州智算中心预计于 2025年底达到预定可使用状态。 （记者 王瀚黎） ...

Core Viewpoint - Shenzhen Yushun Electronics Co., Ltd. has approved a proposal to purchase a 6% equity stake in Hebei Aihua Data Technology Co., Ltd. from its controlling shareholder, Shanghai Fengwang Industrial Co., Ltd., for a total consideration of RMB 3 million [4][11][38]. Group 1: Meeting Resolutions - The board meeting on November 17, 2025, was attended by all seven directors, and the proposal was passed with 4 votes in favor, 0 against, and 0 abstentions [2][4]. - The supervisory board meeting also approved the same proposal with 3 votes in favor, 0 against, and 0 abstentions [8][38]. Group 2: Transaction Details - The transaction involves purchasing 6% of the equity of Hebei Aihua Data Technology Co., Ltd. for RMB 3 million, which has already been fully paid by Shanghai Fengwang [4][11]. - The independent directors reviewed and approved the proposal before it was submitted to the board [13][38]. Group 3: Financial and Operational Context - Shanghai Fengwang, the selling party, has a negative net asset value of RMB -229.89 million as of September 30, 2025, with no revenue generated in 2024 and a net loss of RMB -80.54 million for the first nine months of 2025 [15]. - Hebei Aihua Data Technology Co., Ltd. was established on August 29, 2023, with a registered capital of RMB 50 million and is currently in the project preparation phase for a data center project in Zhangjiakou, Hebei [18][20]. Group 4: Strategic Implications - The investment aligns with the company's strategic goals and aims to enhance its competitive position in the IDC industry while controlling investment risks [36][38]. - The company does not plan to increase its stake in Hebei Aihua Data Technology Co., Ltd. in the near future, focusing instead on the current investment [22][38].

Core Viewpoint - The company, Nandu Power, is experiencing significant growth in its data center business, particularly in lithium battery orders from overseas, with expected revenue doubling next year compared to this year [1] Group 1: Business Performance - The gross margin for lithium batteries in the data center business is approximately 25%-40%, while for lead-acid data center batteries, it is around 15%-25% [1] - The company has a leading market share both domestically and globally, benefiting from 30 years of production experience and technological accumulation in the data center industry [1] Group 2: Product Development and Partnerships - The company has developed and promoted high-power lithium battery systems for IDC, successfully partnering with several large integrators to expand its data center business [1] - The company's products are widely applicable in data centers, intelligent computing centers, and supercomputing centers, providing backup power support [1] Group 3: Market Demand - There is an explosive growth in customer demand for the company's data center products, which is expected to drive rapid revenue growth in the coming year [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司现在人形机器人方面的订单情况怎样？公司 在储能、智算中心能做些什么？公司的产品是否能用于HVDC？ 东睦股份（600114.SH）11月14日在投资者互动平台表示，尊敬的投资者您好，公司在机器人领域构建 了轴向磁通电机、行星减速器、谐波柔轮减速器、灵巧手微型齿轮、手术机器人零配件、机器人用P&S （粉末冶金压制成型）齿轮等产品矩阵。在储能、智算中心领域主要生产充电桩、光伏、服务器电源等 产品的软磁材料、一体电感等零件。 ...

格隆汇11月14日丨东睦股份(600114.SH)在互动平台表示，公司在机器人领域构建了轴向磁通电机、行 星减速器、谐波柔轮减速器、灵巧手微型齿轮、手术机器人零配件、机器人用P&S（粉末冶金压制成 型）齿轮等产品矩阵。在储能、智算中心领域主要生产充电桩、光伏、服务器电源等产品的软磁材料、 一体电感等零件。 ...

Core Insights - The company, Hengdian East Magnetic (002056), reported that its soft magnetic business is experiencing growth driven by applications in the new energy vehicle, energy storage, and intelligent computing center sectors [1] Group 1 - The soft magnetic business is seeing continuous increases in shipment volume [1] - The annual shipment volume will be a point of focus in the upcoming annual report [1]

Core Insights - The company's third-quarter performance showed a year-on-year increase primarily driven by the growth in its intelligent computing center business [1] Summary by Category Company Performance - The company reported a year-on-year growth in its third-quarter performance, attributed mainly to the expansion of its intelligent computing center business [1]