A股复盘 | 暴赚 / 2025.12.17 哈哈哈，写文章之前看到这张图，给我笑死，群总被做局了！ 昨天刚把那张帝王股图表发给别人，也写在早报里了，希望一切都好 都别骂我！ 今天上午大家还是"任人宰割"的态度，下午GJD打卡上班了，指数大反弹，沪指都涨一个点，势要把3900点收复了！ 群友评论，是白宫炸了还是日本沉了，涨得不踏实！ 大家忙不迭得开始找原因，宽指ETF放量，应该是GJD的手法！ 说到GJD，盘中传出一个消息。但 汇金的消息一般都是官网发布，然后各大媒体转，这个消息哪里都找不到，大概率是假的，或者是内幕！ 12月以来，新生代核心宽基中证A500主题ETF资金流入显著活跃。根据中证报统计，从盘中表现来看，A500ETF华泰柏瑞（563360）今日 成交额罕见突破140亿元，创下历史新高。 截至12月16日，中证A500主题ETF本月已净流入超220亿元， 其中A500ETF南方（159352）、A500ETF华泰柏瑞（563360）、 A500ETF基金（512050）净流入额位居前三，分别为91.24亿元、82.05亿元、48.85亿元。 除了GJD的托底外，日本央行前副行长、政府小组成员若田部 ...

来源：新浪证券-红岸工作室 12月17日，捷邦科技涨4.83%，成交额3.30亿元，换手率11.52%，总市值77.92亿元。 异动分析 液冷服务器+富士康概念+苹果概念+锂电池概念+人民币贬值受益 1、根据2025年7月17日互动易：目前公司服务器液冷散热业务按计划正常推进中。但由于公司与客户签 署了保密协议，目前暂时无法提供具体的项目细节。 2、公司直接客户主要为富士康、广达集团、仁宝电脑、可成科技、比亚迪等苹果组件生产商和制造服 务商，其中对第一大客户富士康的销售金额占营业收入的比例分别为 35.58%、 36.85%和 39.52%。 3、公司大部分产品应用于苹果的笔记本电脑和平板电脑，产品中最终应用于苹果终端产品的销售收入 占营业收入的比例分别为85.22%、 77.95%和 81.27%，比例较高，公司对苹果存在依赖。 4、公司的碳纳米管产品主要为碳纳米管导电浆料，主要应用于动力锂电池和消费及储能锂电池领域。 公司目前已供货多家新能源厂商,包适宁德时代,比亚迪、亿纬锂能等。 5、根据2024年年报，公司海外营收占比为67.79%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议 ...

12月4日，新莱应材（维权）盘中上涨2.03%，截至13:00，报49.25元/股，成交4.27亿元，换手率 3.06%，总市值200.84亿元。 资金流向方面，主力资金净流出1349.70万元，特大单买入2241.15万元，占比5.25%，卖出2402.46万 元，占比5.63%；大单买入8906.30万元，占比20.88%，卖出1.01亿元，占比23.66%。 新莱应材所属申万行业为：机械设备-通用设备-金属制品。所属概念板块包括：液冷概念、芯片概念、 集成电路、半导体、第三代半导体等。 截至9月30日，新莱应材股东户数5.64万，较上期增加4.27%；人均流通股5098股，较上期减少4.09%。 2025年1月-9月，新莱应材实现营业收入22.55亿元，同比增长4.31%；归母净利润1.45亿元，同比减少 26.66%。 分红方面，新莱应材A股上市后累计派现1.85亿元。近三年，累计派现8506.55万元。 今年以来新莱应材已经5次登上龙虎榜，最近一次登上龙虎榜为10月14日，当日龙虎榜净买入-2.85亿 元；买入总计7.59亿元 ，占总成交额比9.55%；卖出总计10.44亿元 ，占总成交额比13.1 ...

Core Viewpoint - New Lai Ying Material Co., Ltd. has shown significant stock performance with a year-to-date increase of 96.23%, despite recent declines in the short term [1][2] Company Overview - New Lai Ying Material, established on July 12, 2000, and listed on September 6, 2011, is located in Kunshan, Jiangsu Province, and specializes in the production and sales of self-developed clean stainless steel integrated system key components [1] - The company's revenue composition includes: 48.63% from sterile packaging materials, 31.30% from high-purity and ultra-high-purity application materials, 13.83% from clean application materials, and 6.25% from food equipment [1] Financial Performance - For the period from January to September 2025, New Lai Ying Material achieved operating revenue of 2.255 billion yuan, representing a year-on-year growth of 4.31%, while the net profit attributable to shareholders decreased by 26.66% to 145 million yuan [2] - The company has distributed a total of 185 million yuan in dividends since its A-share listing, with 85.065 million yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 4.27% to 56,400, with an average of 5,098 circulating shares per person, a decrease of 4.09% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 7.3725 million shares, an increase of 5.5328 million shares from the previous period [3]

Core Viewpoint - The stock of Suzhou Ruikeda Connection System Co., Ltd. has shown significant volatility, with a year-to-date increase of 81.06% and recent fluctuations in trading volume and price [1][2]. Company Overview - Suzhou Ruikeda was established on January 11, 2006, and went public on July 22, 2021. The company specializes in the research, development, production, sales, and service of connector products [1]. - The main revenue sources for the company are: 91.47% from new energy connectors, 3.96% from communication connectors, 3.01% from other connectors, and 1.57% from supplementary products [1]. Financial Performance - For the period from January to September 2025, Ruikeda achieved a revenue of 2.321 billion yuan, representing a year-on-year growth of 46.04%. The net profit attributable to shareholders was 233 million yuan, showing a remarkable increase of 119.89% [2]. - Since its A-share listing, Ruikeda has distributed a total of 164 million yuan in dividends, with 130 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 17,300, a rise of 7.20%. The average number of circulating shares per person decreased by 6.72% to 11,859 shares [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 7.0221 million shares, an increase of 5.4455 million shares compared to the previous period [3].

Core Viewpoint - Dongyangguang's stock price has shown significant volatility, with a year-to-date increase of 92.91%, but recent trading indicates a slight decline in the short term [1][2]. Company Overview - Dongyangguang Technology Holdings Co., Ltd. was established on October 24, 1996, and listed on September 17, 1993. The company operates in four main business segments: electronic new materials, alloy materials, chemical products, and pharmaceutical manufacturing [2]. - The revenue composition of Dongyangguang includes high-end aluminum foil (40.81%), chemical new materials (27.63%), electronic components (25.40%), and other categories [2]. Financial Performance - For the period from January to September 2025, Dongyangguang achieved a revenue of 10.97 billion yuan, representing a year-on-year growth of 23.56%. The net profit attributable to shareholders was 906 million yuan, showing a remarkable increase of 189.80% [2]. - The company has distributed a total of 2.395 billion yuan in dividends since its A-share listing, with 999.8 million yuan distributed in the last three years [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 83.12% to 85,400, with an average of 35,128 circulating shares per person, a decrease of 45.39% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 48.79 million shares, an increase of 11.45 million shares compared to the previous period [3].

Core Points - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index up by 1.13%, the Shenzhen Component Index up by 2.04%, and the ChiNext Index up by 2.60% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 11,831 billion yuan, an increase of 1,506 billion yuan compared to the previous day [1] - Over 4,800 stocks in the market experienced gains, indicating a broad-based rally [1] Sector Performance - The AI hardware sector experienced a significant rebound, with the CPO concept surging and related sectors such as fiberglass, liquid cooling, and copper-clad boards also seeing substantial increases [1] - AI applications and commercial aerospace concepts remained active, contributing to the overall market strength [1] - Conversely, the aquaculture sector faced a sharp decline, while the civil aviation and liquor sectors showed weak performance [1] ETF Performance - In the ETF market, AI hardware-related ETFs saw strong gains, with the Dachen and Yinhua 5GETF rising by 5.19% and 5%, respectively, while the Huaxia ETF increased by 4.97% [1] - Small-cap stocks in the Sci-Tech Innovation Board led the gains, with the E Fund Growth ETF and the Sci-Tech 200 ETF rising by 4.5% and 4.37%, respectively [1] - Cross-border ETFs experienced declines, with the Saudi ETF, Japan's TOPIX ETF, and France's CAC40 ETF falling by 1.17%, 0.68%, and 0.5%, respectively [1] - The transportation ETF, related to the China Shipbuilding Industry, saw a slight decrease of 0.19% [1]

Core Points - The stock price of Jialitu increased by 2.04% on November 25, reaching 8.52 CNY per share, with a total market capitalization of 4.616 billion CNY [1] - Jialitu's main business involves providing temperature control and energy-saving equipment and related technical services in the data center environment control sector [1] - The company has seen a 3.90% increase in stock price year-to-date, but has experienced declines of 1.96% over the last five trading days, 3.95% over the last twenty days, and 19.17% over the last sixty days [1] Financial Performance - As of September 30, Jialitu reported 44,900 shareholders, a decrease of 9.74% from the previous period, with an average of 12,064 circulating shares per person, an increase of 10.79% [2] - For the period from January to September 2025, Jialitu achieved operating revenue of 483 million CNY, a year-on-year increase of 6.32%, while the net profit attributable to shareholders was -43.7372 million CNY, a decrease of 458.34% year-on-year [2] Dividend Information - Since its A-share listing, Jialitu has distributed a total of 380 million CNY in dividends, with 125 million CNY distributed over the past three years [3]

Core Viewpoint - Sichuan Chuanrun Co., Ltd. has shown a significant stock price increase of 41.62% year-to-date, despite recent declines in the short term [1][2]. Group 1: Stock Performance - As of November 24, Chuanrun's stock price reached 13.95 CNY per share, with a market capitalization of 6.764 billion CNY [1]. - The stock experienced a net inflow of 2.553 million CNY from main funds, with large orders accounting for 18.77% of total buying [1]. - The stock has seen a decline of 7.43% over the last five trading days, 15.30% over the last 20 days, and 26.50% over the last 60 days [1]. Group 2: Company Overview - Chuanrun was established on September 12, 1997, and went public on September 19, 2008, focusing on fluid machinery and control technology, energy-saving equipment, and clean energy project operations [2]. - The company's revenue composition includes 60.35% from new energy fluid systems, 25.83% from clean energy equipment, and smaller contributions from other segments [2]. - As of November 10, the number of shareholders increased by 5.22% to 128,100, with an average of 3,016 circulating shares per person [2]. Group 3: Financial Performance - For the period from January to September 2025, Chuanrun reported a revenue of 1.262 billion CNY, reflecting a year-on-year growth of 5.11% [2]. - The company recorded a net profit attributable to shareholders of -21.6564 million CNY, which is a 30.14% increase year-on-year [2]. Group 4: Dividend Information - Since its A-share listing, Chuanrun has distributed a total of 130 million CNY in dividends, with 24.2439 million CNY distributed over the past three years [3].

Core Viewpoint - Jialitu's stock price has experienced a decline recently, with a current trading price of 8.34 yuan per share and a market capitalization of 4.519 billion yuan, indicating a challenging market environment for the company [1]. Group 1: Stock Performance - As of November 21, Jialitu's stock has increased by 1.71% year-to-date, but has seen a decline of 2.91% over the last five trading days, 6.08% over the last twenty days, and 19.26% over the last sixty days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent occurrence on May 9 [1]. Group 2: Financial Performance - For the period from January to September 2025, Jialitu reported a revenue of 483 million yuan, reflecting a year-on-year growth of 6.32%. However, the net profit attributable to shareholders was -43.7372 million yuan, a significant decrease of 458.34% compared to the previous year [2]. - Since its A-share listing, Jialitu has distributed a total of 380 million yuan in dividends, with 125 million yuan distributed over the last three years [2]. Group 3: Company Overview - Jialitu, established on August 26, 2003, and listed on November 1, 2017, specializes in precision environmental control for data center facilities, providing cooling, energy-saving equipment, and related technical services [1]. - The company's revenue composition includes precision air conditioning (66.60%), integrated environmental products (25.26%), maintenance services (6.52%), and other services (1.62%) [1]. - Jialitu operates within the mechanical equipment industry, specifically in the general equipment and refrigeration air conditioning sector, and is associated with concepts such as digital energy, liquid cooling, and specialized innovation [1].