截至1月12日收盘，多模态AI概念上涨8.25%，位居概念板块涨幅第7，板块内，138股上涨，众诚科 技、天润科技等30%涨停，福石控股、拓尔思、每日互动等20%涨停，岩山科技、利欧股份、浙文互联 等涨停，熵基科技、鼎捷数智、泓博医药等涨幅居前，分别上涨17.59%、16.78%、14.69%。跌幅居前 的有ST智知、*ST声迅、鸿合科技等，分别下跌3.04%、1.25%、0.59%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | Sora概念(文生视频) | 10.43 | 租售同权 | -0.08 | | MLOps概念 | 9.88 | 动物疫苗 | -0.04 | | AI语料 | 9.18 | 草甘膦 | -0.02 | | 智谱AI | 9.00 | 大豆 | 0.06 | | 小红书概念 | 8.79 | 磷化工 | 0.09 | | 快手概念 | 8.65 | PVDF概念 | 0.11 | | 多模态AI | 8.25 | 禽流感 | 0.21 | | ChatGPT概念 | 7.96 | ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | Sora概念(文生视频) | 10.43 | 租售同权 | -0.08 | | MLOps概念 | 9.88 | 动物疫苗 | -0.04 | | AI语料 | 9.18 | 草甘膦 | -0.02 | | 智谱AI | 9.00 | 大豆 | 0.06 | | 小红书概念 | 8.79 | 磷化工 | 0.09 | | 快手概念 | 8.65 | PVDF概念 | 0.11 | | 多模态AI | 8.25 | 禽流感 | 0.21 | | ChatGPT概念 | 7.96 | 特色小镇 | 0.23 | | AIGC概念 | 7.93 | 仿制药一致性评价 | 0.32 | | 华为昇腾 | 7.82 | 猪肉 | 0.37 | | 300494 | 盛天网 | 11.79 | 16.91 | 10298.65 | 10.91 | | --- | --- | --- | --- | --- | --- | | | 络 | | | | | | 300291 | 百纳千 | 19.98 ...

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | Sora概念(文生视频) | 10.43 | 租售同权 | -0.08 | | MLOps概念 | 9.88 | 动物疫苗 | -0.04 | | AI语料 | 9.18 | 草甘膦 | -0.02 | | 智谱AI | 9.00 | 大豆 | 0.06 | | 小红书概念 | 8.79 | 磷化工 | 0.09 | | 快手概念 | 8.65 | PVDF概念 | 0.11 | | 多模态AI | 8.25 | 禽流感 | 0.21 | | ChatGPT概念 | 7.96 | 特色小镇 | 0.23 | | AIGC概念 | 7.93 | 仿制药一致性评价 | 0.32 | | 华为昇腾 | 7.82 | 猪肉 | 0.37 | 资金面上看，今日华为昇腾概念板块获主力资金净流入55.46亿元，其中，59股获主力资金净流入，18 股主力资金净流入超亿元，净流入资金居首的是烽火通信，今日主力资金净流入8.73亿元，净流入资金 居前的还有汉得信息、拓尔思、科大讯飞 ...

截至1月12日收盘，MLOps概念上涨9.88%，位居概念板块涨幅第2，板块内，17股上涨，拓尔思、科大 国创、新点软件等20%涨停，新炬网络涨停，中科创达、润和软件、格灵深瞳等涨幅居前，分别上涨 13.47%、11.81%、10.26%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | Sora概念(文生视频) | 10.43 | 租售同权 | -0.08 | | MLOps概念 | 9.88 | 动物疫苗 | -0.04 | | AI语料 | 9.18 | 草甘膦 | -0.02 | | 智谱AI | 9.00 | 大豆 | 0.06 | | 小红书概念 | 8.79 | 磷化工 | 0.09 | | 快手概念 | 8.65 | PVDF概念 | 0.11 | | 多模态AI | 8.25 | 禽流感 | 0.21 | | ChatGPT概念 | 7.96 | 特色小镇 | 0.23 | | AIGC概念 | 7.93 | 仿制药一致性评价 | 0.32 | | 华为昇腾 | 7.82 | 猪肉 | 0. ...

1月6日，启明信息盘中上涨2.00%，截至10:22，报19.38元/股，成交8818.54万元，换手率1.12%，总市 值79.18亿元。 截至9月30日，启明信息股东户数7.27万，较上期增加11.31%；人均流通股5622股，较上期减少 10.16%。2025年1月-9月，启明信息实现营业收入4.27亿元，同比减少5.61%；归母净利润-2811.00万 元，同比增长16.08%。 分红方面，启明信息A股上市后累计派现2.12亿元。近三年，累计派现2859.84万元。 机构持仓方面，截止2025年9月30日，启明信息十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股351.74万股，相比上期增加141.93万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入308.43万元，特大单买入338.74万元，占比3.84%，卖出128.96万元，占 比1.46%；大单买入1228.20万元，占比13.93%，卖出1129.55万元，占比12.81%。 启明信息今年以来股价涨3.09%，近5个交易日涨2.38%，近20日涨4.76%，近60日跌5.97%。 资料显示，启明信息技术股份有限公司位于 ...

(原标题:消费股的寒冬！A股2025年冷门板块一览) A 脚 2025年行情收官，据Choice金融终端，年度跌幅前十的板块/概念分别为：次新股跌 12.28%，MLOps概念跌 0.69%，租售同权跌9.99%，白酒 跌8.94%，体外诊断跌8.88%，超级品牌跌7.48%，REITs概念跌7.34%，屏下摄影跌4.19%，调味品概念跌3.22%，电子纸概念跌3.16%。 其中，白酒、超级品牌、调味品等消费股大跌的核心是需求端收缩叠加业绩走弱、估值与资金分流共振：白酒面临政商务消费受限、动销乏力、 库存高企与价盘松动，三季报多数酒企营收利润双降，区域与次高端酒企承压尤基；调味品受餐饮渠道复苏放缓、健康化转型竞争加剧影响，龙 头增长显著放缓。与此同时，市场资金集中涌入AI、机器人等科技高成长赛道，消费股估值持续下杀进一步放大了跌幅。(移降门 相关ETF | 食品饮料ETF | | --- | | (产品代码: 515170) | | ★ 跟踪：中证细分食品饮料产业主题指数 | | 近五日涨跌： -1.43% | | 市盈率:19.87倍 | | 资金流向: 最新份额为103.4亿份, 减 | | 少了4050 ...

Core Viewpoint - Transsion Holdings' stock price has experienced a decline of 23.56% this year, with a recent slight recovery in the past few trading days, indicating potential volatility in the market [1]. Group 1: Stock Performance - As of December 19, Transsion Holdings' stock rose by 2.09%, reaching 70.86 CNY per share, with a trading volume of 263 million CNY and a turnover rate of 0.33%, resulting in a total market capitalization of 81.573 billion CNY [1]. - The stock has seen a 2.68% increase over the last five trading days and an 8.70% increase over the last 20 days, while it has decreased by 23.81% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Transsion Holdings reported a revenue of 49.543 billion CNY, reflecting a year-on-year decrease of 3.33%, and a net profit attributable to shareholders of 2.148 billion CNY, down 44.97% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 13.230 billion CNY in dividends, with 10.620 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Transsion Holdings increased to 25,600, marking a 13.86% rise from the previous period, while the average circulating shares per person decreased by 12.18% to 44,576 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 19.844 million shares, a decrease of 12.336 million shares from the previous period [3].

Group 1 - The MLOps concept has declined by 3.32%, ranking among the top declines in concept sectors, with companies like Transsion Holdings, New Juwang Network, and Oriental Guoxin experiencing significant drops [1][2] - The MLOps sector saw a net outflow of 839 million yuan in main funds today, with 17 stocks experiencing net outflows, and 5 stocks seeing outflows exceeding 30 million yuan [2] - Transsion Holdings led the outflow with a net outflow of 331 million yuan, followed by Runhe Software, Zhongke Chuangda, and Tuolisi with net outflows of 147 million yuan, 143 million yuan, and 47.83 million yuan respectively [2][3] Group 2 - The top gainers in concept sectors included Cultivated Diamonds with a gain of 2.72%, while the Kuaishou concept saw a decline of 3.56% [2] - Other sectors with notable declines included DRG/DIP at -3.21% and Web3.0 at -3.15% [2] - The trading volume for Transsion Holdings was 3.20%, while other companies like Runhe Software and Zhongke Chuangda had turnover rates of 2.81% and 4.70% respectively [2][3]

Core Viewpoint - Oriental国信's stock price has shown a significant increase this year, with a year-to-date rise of 22.66% and a recent 5-day increase of 13.26% [1] Company Overview - Beijing Oriental国信 Technology Co., Ltd. was established on July 28, 1997, and listed on January 25, 2011. The company specializes in providing enterprise-level big data and cloud computing products, industrial internet platforms, and overall industry solutions [2] - The revenue composition of Oriental国信 includes: 76.59% from custom software development and services, 16.14% from system integration, 5.60% from cloud computing, and 1.68% from software products [2] - As of September 30, 2025, the number of shareholders is 80,000, a decrease of 6.66% from the previous period, with an average of 11,328 circulating shares per person, an increase of 7.14% [2] Financial Performance - For the period from January to September 2025, Oriental国信 achieved operating revenue of 1.431 billion yuan, a year-on-year decrease of 3.73%, and a net profit attributable to the parent company of -98.4874 million yuan, a year-on-year decrease of 568.46% [2] - The company has distributed a total of 156 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Shareholding Structure - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 10.2374 million shares (a decrease of 3.3882 million shares), and Southern CSI 1000 ETF, holding 8.3283 million shares (a decrease of 89,200 shares) [3]

Market Performance - The A-share market experienced a decline, with the Shanghai Composite Index closing at 3972.03, down by 0.46% [2] - The Shenzhen Component Index closed at 13202.00, down by 0.11%, while the CSI 300 Index fell by 0.65% to 4598.05 [2] - The ChiNext Index and the STAR 50 Index also saw declines of 0.20% and 0.53%, respectively [2] Sector Performance - The top-performing sectors included Computer (1.67%), Defense and Military Industry (1.59%), Coal (1.32%), Communication (1.10%), and Real Estate (1.00%) [3] - Conversely, the worst-performing sectors were Pharmaceutical Biology (-1.73%), Banking (-1.31%), Non-Bank Financials (-1.11%), Building Materials (-0.93%), and Home Appliances (-0.84%) [3] Concept Index Performance - The leading concept indices were related to Military Equipment Restructuring (4.72%), MLOps (3.42%), Web3.0 (3.10%), Digital Watermarking (2.71%), and Electronic ID (2.68%) [3] - The lagging concept indices included Cell Immunotherapy (-1.87%), Weight Loss Drugs (-1.87%), Innovative Drugs (-1.72%), Recombinant Proteins (-1.71%), and Fentanyl (-1.68%) [3] Future Outlook - The market is expected to experience short-term fluctuations due to profit-taking, but a gradual improvement in the economic fundamentals is anticipated in the fourth quarter, supported by policy measures [5] - The report suggests focusing on sectors such as Banking, Non-Bank Financials, Transportation, Public Utilities, Coal, and TMT for potential investment opportunities [5] Water Conservation Industry - The water conservation industry in China is showing robust growth, with an estimated market size exceeding 760 billion yuan, driven by key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area [4][5] - The development of water-saving industrial parks and leading enterprises in agriculture, industry, and urban life is contributing to this growth [5]