Workflow
CPO概念
icon
Search documents
A股收评:沪指7连涨!深证成指、创业板指5连涨!商业航天板块持续爆发
Ge Long Hui· 2025-12-25 07:07
| 涨幅榜 | 资金净流入 | 5日涨幅* | | --- | --- | --- | | 航天军工 | 造纸 | 发电设1 | | +3.81% | +3.63% | +2.629 | | 汽车零部件 | 保障 | 石油化. | | +2.43% | +2.40% | +2.369 | A股三大指数今日集体上涨,沪指录得7连涨,深证成指、创业板指录得5连涨;截至收盘,沪指涨0.47%报3959点,深证成指涨0.33%,创业板指涨0.3%。全 市场成交额1.94万亿元,较前一交易日增量467亿元,近3800股上涨。 盘面上,商业航天板块持续爆发,中国卫星、航天电子及超捷股份等二十余股涨停;卫星互联网板块走高,三维通信、通宇通讯等多股涨停;造纸板块拉 升,五洲特纸等多股涨停;人形机器人板块活跃,华菱线缆等多股涨停;空间站概念、军工、汽车零部件及电机等板块涨幅居前。另外,贵金属板块持续回 落,湖南白银领跌;海南板块走低,海南瑞泽跌近7%;免税概念走弱,凯撒旅业跌超6%;锂矿概念、CPO概念及乳业股等跌幅居前。(格隆汇) | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 39 ...
超3200只个股上涨
第一财经· 2025-12-25 04:01
Core Viewpoint - The article discusses the performance of the A-share market, highlighting the mixed results of major indices and the notable movements in various sectors, particularly in insurance, paper, and commercial aerospace [3][5]. Market Performance - As of the midday session, the Shanghai Composite Index rose by 0.29%, while the Shenzhen Component Index fell by 0.11%, and the ChiNext Index decreased by 0.37% [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.2 trillion yuan, an increase of 509 billion yuan compared to the previous trading day, with over 3,200 stocks rising [4]. Sector Highlights - The insurance sector showed strong performance, with China Pacific Insurance rising nearly 3% to reach a historical high, and Ping An Insurance increasing over 3%, marking its highest level since March 2021 [9]. - The paper and packaging industries also experienced significant gains, with the paper sector up by 5.06% [4]. - The commercial aerospace concept stocks were notably active, with companies like Guolian Aviation and Tianao Electronics hitting the daily limit [12]. Notable Stocks - The offshore RMB against the US dollar broke the 7.0 mark for the first time since September 2024, while the onshore RMB also surpassed 7.01, reaching a new high since September 27, 2024 [8]. - In the cross-border payment sector, Zhongyi Technology surged by 16.69%, and Sifang Precision rose by 9.01% [8]. Other Sector Movements - The energy metal industry chain saw a pullback, particularly in lithium mining, which led to declines in stocks like Shengxin Lithium Energy and Rongjie Shares, both down over 4% [12]. - The semiconductor sector also weakened, contributing to the overall mixed performance of the market [5].
无惧严重异常波动,001331,10连板
Zheng Quan Shi Bao· 2025-12-25 03:28
Group 1: Market Overview - The humanoid robot concept saw a significant surge, with Wanxiang Qianchao hitting the daily limit up [1] - A-shares opened mixed, with the Shanghai Composite Index slightly up and the Shenzhen Component and ChiNext Index slightly down [1] - The real estate, digital currency, and Hainan free trade zone sectors showed strength, while non-ferrous metals, rare earth permanent magnets, and lithium battery sectors experienced declines [2] Group 2: Individual Stock Performance - Victory Energy (001331) achieved a 10-day consecutive limit up, indicating strong market interest [1][3] - The stock price of Victory Energy has significantly deviated from its fundamentals, with potential for rapid decline if the price continues to rise [3] - The multi-financial sector showed strength, with companies like Luxin Venture Capital and Huajin Capital also experiencing gains [3] Group 3: Commercial Aerospace Sector - The commercial aerospace concept saw a wave of limit ups, with companies like Shenjian Co. and others achieving consecutive limit up days [6] - The China Securities Regulatory Commission announced that Blue Arrow Aerospace completed its listing guidance, indicating progress in the commercial aerospace sector [7] - Companies like Huawu Co. and Xinyu Guoke are actively engaging in the commercial aerospace field, with plans to leverage their expertise for future growth [8] Group 4: Retail Sector Activity - The retail sector remained active, with companies like Yimin Group and Anji Food hitting limit up [9] - A recent notice aimed at enhancing consumer spending during the upcoming holiday season was issued, which may positively impact retail performance [9] Group 5: Robotics and Technology - The humanoid robot sector is gaining traction, with Wanxiang Qianchao and other companies showing strong performance [9] - Industry research predicts that the global optical module market could exceed $37 billion by 2029, indicating growth potential in related technology sectors [11]
烽火通信涨2.13%,成交额13.61亿元,主力资金净流入2544.04万元
Xin Lang Zheng Quan· 2025-12-25 03:00
Core Viewpoint - The stock of Fenghuo Communication has shown significant growth this year, with a year-to-date increase of 46.98%, and recent trading activity indicates strong investor interest and capital inflow [1][2]. Group 1: Stock Performance - As of December 25, Fenghuo Communication's stock price reached 28.34 yuan per share, with a trading volume of 1.361 billion yuan and a turnover rate of 3.82%, resulting in a total market capitalization of 38.49 billion yuan [1]. - The stock has experienced a 7.72% increase over the last five trading days and a 23.65% increase over the last 20 trading days, while it has seen a slight decline of 0.53% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 259 million yuan on February 19, accounting for 18.26% of total trading volume [1]. Group 2: Financial Performance - For the period from January to September 2025, Fenghuo Communication reported a revenue of 17.072 billion yuan, representing a year-on-year decrease of 19.30%, while the net profit attributable to shareholders increased by 30.28% to 513 million yuan [2]. - The company has distributed a total of 3.791 billion yuan in dividends since its A-share listing, with 494 million yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Fenghuo Communication was 119,300, a decrease of 6.90% from the previous period, with an average of 9,928 shares held per shareholder, an increase of 9.08% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 21.3305 million shares, an increase of 5.5716 million shares from the previous period [3].
华懋科技跌2.01%,成交额1.90亿元,主力资金净流入279.33万元
Xin Lang Cai Jing· 2025-12-25 02:17
Core Viewpoint - HuaMao Technology's stock has shown significant growth this year, with a year-to-date increase of 96.14%, indicating strong market performance and investor interest [1]. Financial Performance - For the period from January to September 2025, HuaMao Technology reported revenue of 1.784 billion yuan, a year-on-year increase of 15.87% [2]. - The company's net profit attributable to shareholders was 172 million yuan, reflecting a year-on-year decrease of 12.06% [2]. Stock Market Activity - As of December 25, HuaMao Technology's stock price was 61.83 yuan per share, with a market capitalization of 20.372 billion yuan [1]. - The stock experienced a trading volume of 190 million yuan and a turnover rate of 0.92% on the same day [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on December 12 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 44.49% to 28,500, while the average number of tradable shares per shareholder decreased by 30.70% to 11,549 shares [2]. - The top ten circulating shareholders include notable funds, with the fifth largest being Bosera Huixing Return Mixed Fund, holding 7.2994 million shares [3]. Business Overview - HuaMao Technology specializes in the research, production, and processing of automotive safety airbag fabrics and bags, with its main revenue sources being airbag bags (66.23%) and airbag fabrics (26.44%) [1]. - The company is classified under the automotive industry, specifically in the automotive parts sector, and is involved in various concept sectors including photoresists and advanced packaging [1].
方正科技跌2.00%,成交额5.66亿元,主力资金净流出4977.44万元
Xin Lang Cai Jing· 2025-12-25 02:04
资料显示,方正科技集团股份有限公司位于上海市长宁区延安西路726号华敏翰尊国际大厦9楼K座,成 立日期1993年11月15日,上市日期1990年12月19日,公司主营业务涉及生产和销售PCB产品,互联网接 入服务,IT系统集成及解决方案。主营业务收入构成为:销售商品98.83%,提供服务1.17%。 方正科技所属申万行业为:电子-元件-印制电路板。所属概念板块包括:CPO概念、光通信、5G、电子 发票、年度强势等。 12月25日,方正科技盘中下跌2.00%,截至09:51,报12.22元/股,成交5.66亿元,换手率1.10%,总市值 522.25亿元。 资金流向方面,主力资金净流出4977.44万元,特大单买入3847.42万元,占比6.80%,卖出7387.32万 元,占比13.05%;大单买入1.16亿元,占比20.56%,卖出1.31亿元,占比23.10%。 方正科技今年以来股价涨178.36%,近5个交易日涨4.18%,近20日涨5.53%,近60日涨13.67%。 今年以来方正科技已经9次登上龙虎榜,最近一次登上龙虎榜为10月28日。 机构持仓方面,截止2025年9月30日,方正科技十大流通股东中 ...
CPO概念反复走强 腾景科技涨超10%
Xin Lang Cai Jing· 2025-12-25 01:44
早盘CPO概念再度走强,永鼎股份、东山精密、中际旭创续创历史新高,腾景科技涨超10%,罗博特 科、东田微、德科立、新易盛跟涨。 ...
焦点复盘市场现缩量普涨行情,全市场超百股涨逾10%,光模块龙头总市值突破7000亿
Sou Hu Cai Jing· 2025-12-24 11:22
智通财经12月24日讯,今日76股涨停,21股炸板,封板率为78%,胜通能源9连板,嘉美包装9天7板, 神剑股份5连板,海南发展4连板,圣晖集成、安通控股、创元科技、合兴包装3连板,安记食品17天10 板,再升科技13天7板,东百集团14天7板,浙江世宝7天5板。市场震荡拉升,沪指高开高走收出六连 阳。沪深两市成交额1.88万亿,较上一个交易日缩量196亿。盘面上,市场热点轮动较快,全市场超 4100只个股上涨。板块方面,商业航天、CPO、PCB概念领涨,贵金属、保险、乳业等板块跌幅居前。 截至收盘,沪指涨0.53%,深成指涨0.88%,创业板指涨0.77%。 后市展望 今日市场再现普涨行情,全市场超4100股飘红,涨超10%个股超100家,商业航天和福建板块的重新转 强对市场人气提振作用明显,不过微盘股指数今日实现反包但仍未向上收复30日均线,能否重新向上突 破,仍对于题材投机情绪能否加强至关重要。从沪指方面看,目前已经连续3个交易日收于60日均线上 方,但沪指日线布林上轨线附近,或仍对指数构成一定压制作用,若市场短线量能无法继续放大,指数 以横盘整理姿态进行方向选择仍是大概率事件。 主线热点 12月24日 ...
数据看盘实力游资联手量化资金抢筹英唐智控 机构“爆买”天银机电
Sou Hu Cai Jing· 2025-12-24 10:47
沪深股通今日合计成交1671.78亿,其中工业富联和中际旭创分居沪股通和深股通个股成交额首位。板 块主力资金方面,电子板块主力资金净流入居首。ETF成交方面,新能源ETF(516160)成交额环比增 长427%。 龙虎榜方面,多只商业航天概念股获大量机构抢筹,其中天银机电获五家机构买入4.96亿,通宇通讯获 三家机构买入2.14亿,西部材料获三家机构买入1.86亿,神剑股份获三家机构买入1.28亿,超捷股份获 三家机构买入7700万。CPO概念股英唐智控今日直线20cm涨停,获两家实力游资(国泰海通证券成都 北一环路、国泰海通证券上海中山东路)分别买入8027万、4476万,此外一家量化资金(开源证券西安 西大街)买入5986万,三家机构买入8376万。 一、沪深股通前十大成交 今日沪股通总成交金额为743.54亿,深股通总成交金额为928.24亿。 | | | 沪股通( 12月24日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601138 | 工业富联 | 18.34 | | 2 | 6681899 | 紫等处 ...
「数据看盘」实力游资联手量化资金抢筹英唐智控 机构“爆买”天银机电
Sou Hu Cai Jing· 2025-12-24 10:47
今日沪股通总成交金额为743.54亿,深股通总成交金额为928.24亿。 | | | 沪股通( 12月24日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601138 | 工业富联 | 18.34 | | 2 | 668109 | 紫等处,不 | 13.43 | | 3 | 603986 | 北易创新 | 13.42 | | 4 | 688256 | 寒武纪 | 13.27 | | 5 | 600519 | 贵州茅台 | 9.12 | | 6 | 601888 | 中国中免 | 8.63 | | 7 | 603993 | 洛阳铜业 | 7.72 | | 8 | 603799 | 华友钻业 | 7.16 | | 9 | 601318 | 中国平安 | 6.19 | | 10 | 688041 | 海北信息 | 6.02 | | | 深肢道 ( | 12月24日 ) | | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 300308 | 中际相创 | 26.16 | | 2 | 30050 ...