六部门：对新建煤炭开发利用项目和有条件的存量项目，推动清洁高效利用水平应提尽提 国家发改委、工信部、生态环境部等六部门关于发布《煤炭清洁高效利用重点领域标杆水平和基准水平（2025 年版）》，鼓励和引导行业企业结合实际和长远发展，对项目实施改造升级。对新建煤炭开发利用项目和有条 件的存量项目，推动清洁高效利用水平应提尽提，力争达到标杆水平。对清洁高效利用水平低于现有基准水平 的存量项目，引导企业有序开展煤炭清洁高效利用改造，加快推动企业减污降碳，坚决依法依规淘汰落后产 能、落后工艺。对需开展煤炭清洁高效利用改造的项目，各地应在不影响电力、热力供应的情况下明确改造升 级和淘汰时限（一般不超过3年）以及年度计划，在规定时限内升级到基准水平以上，力争达到标杆水平；对 不能按期改造完成的项目予以淘汰。加强煤炭清洁高效利用工艺技术装备研发和推广应用，开展煤炭清洁高效 利用项目评价，积极推动技术改造升级项目建设。 ★ 宏观动态 ★ 国家发改委等部门：对标国内外煤炭最严格污染物排放要求，完善煤炭清洁高效利用标杆水平 国家发展改革委等部门发布《煤炭清洁高效利用重点领域标杆水平和基准水平（2025年版）》。其中提到，结 合煤炭 ...

Market Performance - The Shanghai Composite Index closed at 3870.28 points, up 1.19%, with a trading volume of 766.8 billion yuan [1] - The Shenzhen Component Index closed at 13224.51 points, up 2.4%, with a trading volume of 1044.325 billion yuan [1] - The ChiNext Index closed at 3175.91 points, up 3.39%, with a trading volume of 495.114 billion yuan [1] - The STAR Market 50 Index closed at 1325.33 points, up 2.47%, with a trading volume of 50.2 billion yuan [1] - The total trading volume of both markets reached 1811.125 billion yuan, an increase of 86.946 billion yuan compared to the previous trading day [1] Sector Performance - Strong performance was noted in sectors such as telecommunications, non-ferrous metals, insurance, precious metals, electronics, chemicals, power equipment, and media [2] - Concepts like CPO, lithium mining, optical communication modules, liquid cooling, copper cable high-speed connections, fluorine chemicals, PCB, and composite current collectors showed active trends [2] - The agriculture, defense, and liquor sectors experienced declines, with weaker trends in concepts like space stations, satellite internet, duty-free, rental sales, and grain [2] Fund Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 6.73 billion yuan [3] - The ChiNext saw a net outflow of 4.067 billion yuan, while the CSI 300 index experienced a net outflow of 5.145 billion yuan [4] - The telecommunications sector had the highest net inflow of main funds, amounting to 4.529 billion yuan, followed by non-ferrous metals, electronics, and power equipment [4] Individual Stock Performance - A total of 2117 stocks saw net inflows of main funds, with 93 stocks receiving over 100 million yuan in net inflows [5] - The stock with the highest net inflow was Zhongji Xuchuang, with 1.426 billion yuan, followed by Xinyi Sheng, Shenghong Technology, Tianfu Communication, and others [6] - Conversely, 3043 stocks experienced net outflows, with 75 stocks seeing over 100 million yuan in net outflows [7] - The stock with the highest net outflow was Pingtan Development, with 1.459 billion yuan, followed by Yonghui Supermarket, Aerospace Development, and others [8] Institutional Activity - Institutional seats had a net buy of approximately 471 million yuan, with 16 stocks being net bought and 11 stocks being net sold [9] - The stock with the highest net buy from institutions was Juguang Technology, with about 291 million yuan [10] - The stock with the highest net sell was Yingweike, with approximately 22 million yuan, followed by Xue Ren Group, Guangxun Technology, and others [11]

Group 1 - The communication industry saw a net inflow of 4.529 billion yuan in main funds, significantly higher than other sectors [1] - Among the 13 industries with net inflows, the non-ferrous metals and electronics sectors had net inflows of 1.793 billion yuan and 1.177 billion yuan, respectively [1] - The defense industry experienced the largest net outflow of 4.029 billion yuan, followed by the automotive and agriculture sectors, each with outflows exceeding 1 billion yuan [1] Group 2 - In individual stocks, 44 stocks had net inflows exceeding 200 million yuan, with 9 stocks seeing inflows over 500 million yuan [2] - The "CPO" stocks, including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, saw significant inflows of 1.426 billion yuan, 1.422 billion yuan, and 901 million yuan, respectively [2] - Shenghong Technology reported a net inflow of 1.175 billion yuan, with plans to expand production capacity for high-end HDI and multi-layer PCBs [2] Group 3 - At the market close, the main funds had a net inflow of 3.323 billion yuan, with the communication, electronics, mechanical equipment, and power equipment sectors leading the inflows [3] - Individual stocks such as Xinyi Sheng, Zhongji Xuchuang, and Shennan Circuit had net inflows exceeding 200 million yuan at the close [3] - Notable net outflows at the close included Pingtan Development and Tongyu Communication, each exceeding 100 million yuan [3]

盘面上，能源金属、CPO、铜缆高速连接板块涨幅居前，海南自贸区、海南、种植业与林业板块跌幅居前。 12月17日消息，指数早间窄幅震荡，午后爆拉，三大股指集体反弹。沪深两市成交额1.81万亿，较上一个交易日放量870 亿。板块方面，CPO板块持续走强，奕东电子、联特科技双双20cm涨停，光迅科技、中瓷电子、长飞光纤等多股涨停；金融股 午后拉升，华泰证券涨幅居前；有色金属板块走强，中钨高新涨超9%领涨；存储芯片概念局部异动，开普云20cm涨停，香农 芯创、江波龙等跟涨；下跌方面，军工板块大面积飘绿，航天长峰、银河电子跌停；海南板块调整，京粮控股、海南瑞泽跌 停。总体来看，两市个股涨多跌少，上涨个股超3600只。 截至收盘，沪指报3870.28点，涨1.19%；深证成指报13224.51点，涨2.40%；创指报3175.91点，涨3.39%。 消息面： 1、【重庆：推动本地高性能智能算力基础设施建设持续提质扩容重庆（新疆）算力基地】重庆市人民政府办公厅印发 《重庆市推动"人工智能+"行动方案》，构建重庆数据中心集群与跨域共享协同发展的算力供给体系。推进"东数西算"工程， 以重庆数据中心集群起步区为重点，推动本地高性 ...

Core Viewpoint - The communication sector is experiencing significant growth, driven by supportive policies and advancements in technology, particularly in the areas of 6G, satellite internet, and optical communication devices [1][3]. Group 1: Market Performance - The communication equipment ETF (159583) saw an intraday increase of 5%, while the AI ETF (159246) rose by 4.96% [1]. - Notable stocks within the communication equipment ETF include LianTe Technology, which hit the daily limit up, and Guangxun Technology and Changfei Optical Fiber, both also reaching the daily limit up [1]. - Other significant performers include Xinyi Technology and Tianfu Communication, both with gains exceeding 8%, and Zhongji Xuchuang, which increased by over 5% [1]. Group 2: Policy Support - Recent policies in the communication sector have been intensifying, with the Ministry of Industry and Information Technology's meeting on December 12 highlighting 6G, satellite internet, and satellite communication as key policy areas [1]. - The high-quality development action plan for the communication industry aims to increase the self-sufficiency rate of optical communication devices to 80% and supports the large-scale application of advanced technologies such as CPO and silicon photonic modules [1]. Group 3: Industry Trends - Institutional analysis indicates that ongoing policies like the "East Data West Calculation" project and the top-level design for computing power infrastructure are accelerating the construction of high-speed optical networks and enhancing the self-controllable process of the domestic CPO supply chain [1]. - In the long term, the transition from 1.6T to 3.2T technology is expected to expand application scenarios from large-scale AI training clusters to supercomputing centers and edge computing [1]. Group 4: Investment Opportunities - The communication equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), which has a high proportion of leading optical module and computing hardware companies, accurately reflecting the development trends in these industries [2]. - Investors without on-site accounts can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [2].

编辑 ｜ 钉钉 12月17日午后， CPO板块 持续走强， 奕东电子20%涨停， 联特科技逼近涨停， 中瓷电子、 长飞 光纤、环旭电子涨停， 天孚通信涨超8%，新易盛涨超7%。 | 名称 | 涨幅 % v | 现价 | 涨速 % | | --- | --- | --- | --- | | 奕东电子 | +20.01% | 52.78 | 0.00 | | 联特科技 | +19.28% | 172.95 | -0.11 | | 华光新材 | +16.41% | 54.40 | -0.73 | | 炬光科技 | +14.09% | 180.86 | 0.65 | | 源杰科技 | +12.17% | 673.00 | -0.72 | | 中瓷电子 | +10.00% | 74.88 | 0.00 | | 长飞光纤 | +10.00% | 98.23 | 0.00 | | 环旭电子 | +9.99% | 28.19 | 0.00 | | 德福科技 | +8.62% | 37.55 | -0.21 | | 天孚通信 | +8.32% | 215.89 | -0.74 | | 永鼎股份 | +7.99% | 20.42 ...

今天上午，A股市场主要指数涨跌互现，截至上午收盘，上证指数涨0.17%，深证成指涨0.83%，创业板 指涨1.21%。 （原标题：A股，新纪录！一签可赚近40万） 主要行业板块和赛道方面，若按照申万一级行业划分，通信板块领涨，截至上午收盘，板块涨幅超过 3%。个股方面，联特科技涨幅超过14%，通鼎互联、长飞光纤涨停。 沐曦股份首日上市暴涨。 此外，传媒、基础化工、交通运输等板块涨幅居前；国防军工、环保、农林牧渔等板块跌幅居前。 今天（12月17日）上午，A股市场主要指数涨跌互现，创业板整体走强。 有色金属板块涨幅居前，盛新锂能涨停，中钨高新、国城矿业、中矿资源、厦门钨业、西部材料等股票 跟涨。 今天A股市场有一只新股上市，为被市场称为"国产GPU第二股"的沐曦股份，其股价盘中一度达到895 元/股，若按照此价格计算，投资者中一签沐曦股份新股浮盈接近40万元，达39.5万元，超过此前摩尔 线程创造的年内新股上市首日单签最高浮盈纪录。 创业板整体走强 恒生指数成份股中，李宁股价大幅上涨，截至发稿，该股涨超4%。本周以来，李宁股价表现较好，整 体涨势明显。 消息面上，近日李宁品牌以"龙耀开启"为主题在北京地标性商圈 ...

谁能成为A股第二只破千元的科技股？ 摩尔线程12月11日盘中最高冲至941.08元。今天上午，沐曦股份上涨687.79%，盘中股价最高涨至895元，上午收盘价为824.5元，超过摩尔线程，成为A股 新的第三高价股，总市值为3298.8亿元，也超越摩尔线程，居同花顺（300033）A股热股第一名。 | Ｎ 沐し - U | | | | | | | --- | --- | --- | --- | --- | --- | | 6888020 融 新 L1 | | | | | | | 高 824.50 | | 895.00 市值 3298.8亿 | | 量比 | | | 650.00 | ਜ਼ਿੰ | | 流通 149.56亿 | 换 | 71.04% | | 719.84 687.79% 开 | | | 700.00 市盈 " 亏损 | 额 | 92.47 亿 | | 同在顺 同花顺个股人气排名 1/4284 | | | | | | | 帮裙 | | | | | | | 分时 日K 周Ｋ 目K | | 五日 | | 更多。 | | | 均价: 717.58 最新: 824.50 719.84 687.79% | | ...

Core Viewpoint - The technology sector experienced a pullback today, with popular concepts such as CPO, optical chips, and optical communication collectively declining over 3%. Despite this, there was a counter trend in funding, with the Growth ETF (159259) seeing a net subscription of 30 million shares throughout the day [1]. Group 1: Index Performance - The National Securities Value 100 Index fell by 0.9% [1]. - The National Securities Free Cash Flow Index decreased by 1.2% [1]. - The National Securities Growth 100 Index dropped by 2.1% [1]. Group 2: Growth ETF Details - The Growth ETF (159259) tracks the National Securities Growth 100 Index, which focuses on A-share stocks with prominent growth styles [3]. - Over 70% of the index's weight is concentrated in the electronics, communication, and computer sectors, aligning with the core aspects of AI computing power [1][3]. - The Growth ETF is the only product that tracks this index, providing investors with opportunities to capitalize on growth-style investments [1].

Market Overview - The three major stock indices opened lower, with the Shanghai Composite Index down by 0.17%, the Shenzhen Component Index down by 0.21%, and the ChiNext Index down by 0.23% [1] Sector Performance - E-commerce, photolithography, nuclear fusion, superconductors, CPO, and memory concept stocks experienced a pullback [1] - Intelligent driving themes remained active during this trading session [1]