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焦点复盘沪指低开低走创2个月新低,贵金属板块现深幅调整,智能驾驶概念逆势爆发
Sou Hu Cai Jing· 2025-12-16 10:44
智通财经12月16日讯,今日42股涨停,19股炸板,封板率为69%,百大集团、法尔胜、华菱线缆4连 板,胜通能源3连板,太阳电缆、安记食品11天7板,皇氏集团、茂业商业6天3板,北交所汉鑫科技、美 之高30cm首板。市场全天震荡调整,三大指数集体低开低走。沪深两市成交额1.72万亿,较上一个交易 日缩量493亿。全市场超4300只个股下跌。板块方面,零售、教育、乳业、多元金融等板块涨幅居前, 贵金属、影视院线等板块跌幅居前。截至收盘,沪指跌1.11%,深成指跌1.51%,创业板指跌2.1%。 人气及连板股分析 连板晋级率降至38.46%,连板高度降至华菱线缆等3只4连板个股,随着福建叠加商业航天概念的人气 股龙洲股份全天封死一字跌停,令高位股情绪再度承压,昨日展开修复的福建板块继续呈现两极分化, 实达集团、三木集团等多股遭遇跌停,影视人气股博纳影业遭遇2连跌停。随着主板方向资金抱团再度 经受考验,资金再度聚焦北证方向,北证50指数早盘一度涨近3%,北证商业航天人气股天力复合盘中 一度涨超27%,最近7个交易日累计涨幅一度超200%,此外汉鑫科技、美之高两只首板个股也叠加了今 日爆发的智能驾驶和大消费板块。若短 ...
12.16犀牛财经晚报:人民币对美元汇率再度刷新逾一年来新高
Xi Niu Cai Jing· 2025-12-16 10:31
在岸、离岸人民币对美元汇率再度刷新逾一年来新高 离岸人民币对美元汇率再次击穿7.04,盘中一度升至7.04,创2024年10月4日以来新高。在岸人民币对美 元汇率盘中最高升至7.04,创下2024年10月8日以来新高。谈及近期人民币对美元汇价连续上行,东方 金诚首席宏观分析师王青认为有两个直接原因。一是12月11日美联储降息前后,美元指数持续下行,跌 破100,带动包括人民币在内的非美货币普遍升值。二是临近年底,企业结汇需求增加,带动人民币季 节性走强。而在人民币持续走强后,前期累积的结汇需求有可能加速释放。王青表示,短期内人民币将 处在偏强运行状态,接下来要重点关注美元走势、人民币中间价调控力度,以及国内稳增长政策的力度 和节奏。(中国基金报) 全年业绩抢先看 部分"优等生"率先披露全年业绩预告 钨价加速上涨 每吨突破40万元 钨市场价格今日呈现加速上行态势。据"中钨在线"统计,钨精矿每吨价格突破40万元,APT(仲钨酸 铵)价格突破每吨60万元,钨粉每公斤价格也逼近千元大关。具体来看,黑钨精矿(≥65%)报价攀升 至41.5万元/吨,白钨精矿(≥65%)报价41.4万元/吨,钨粉报价990元/公斤,APT ...
火炬电子(603678.SH):主营产品中陶瓷电容器具备商业航天场景应用潜力
Ge Long Hui· 2025-12-16 10:08
格隆汇12月16日丨火炬电子(603678.SH)在互动平台表示,公司密切关注并积极拓展商业航天等新兴科 技产业供应链的应用场景,参与了部分客户在该领域的产品配套。公司主营产品中陶瓷电容器具备商业 航天场景应用潜力,在抗辐射性能上,该系列产品此前已进行了相关验证,确认满足空间应用环境的辐 射耐受要求;产品可靠性方面,公司依托宇航级生产线,在设计、生产过程控制、成品验证等方面均具 备丰富经验。同时,公司持续推进自产元器件品类矩阵拓展,通过技术创新与产业链协同,进一步强化 产品竞争力以适配下游多元化需求。 ...
科技股,集体跳水!
Zheng Quan Shi Bao· 2025-12-16 10:00
Market Overview - Major stock indices in the Asia-Pacific region mostly declined, with the Nikkei 225 index closing down 1.56% at 49,383.29 points, the South Korean Composite Index down 2.24% at 3,999.13 points, and the Australian S&P 200 index down 0.56% at 8,598.9 points [1] - A-shares and Hong Kong stocks also saw significant declines, with the Shanghai Composite Index dropping over 1%, the ChiNext Index down over 2%, and the Hang Seng Index down over 1.5% [2] A-share Market Performance - The three major A-share indices experienced a downward trend, with the Shanghai Composite Index closing down 1.11% at 3,824.81 points, the Shenzhen Component Index down 1.51%, and the ChiNext Index down 2.1% [2] - The North China 50 Index rose 0.54% against the market trend, with total trading volume in the Shanghai and Shenzhen markets amounting to 1.7483 trillion yuan, a decrease of approximately 46 billion yuan from the previous day [2] Sector Performance - Approximately 4,300 A-shares were in the red, with technology stocks experiencing a significant drop, including a decline of over 7% for Moore Threads and nearly 5% for Tianfu Communication [3] - The retail sector was active, with several stocks hitting the daily limit, including Baida Group, which achieved a four-day limit-up streak [4][5] - The autonomous driving concept saw a strong rise, with stocks like Wanji Technology and Jiuzhiyang hitting the daily limit [8] Retail Sector Insights - The retail sector showed renewed activity, with stocks such as Yonghui Supermarket and Baida Group hitting the daily limit [4] - Baida Group has experienced a four-day limit-up streak, with the company stating that it has not identified any media reports or market rumors that could impact its stock price [5] Autonomous Driving Sector Developments - The autonomous driving concept surged, with several companies, including Wanji Technology and Jiuzhiyang, reaching the daily limit [8] - The Ministry of Industry and Information Technology announced the first batch of L3-level conditional autonomous driving vehicle approvals, marking a significant step towards commercial application [9] - The smart driving market is expected to grow significantly, with projections indicating a market size of 1.1082 trillion yuan in 2024, representing a year-on-year growth of 34% [10] Company Spotlight: Angrui Microelectronics - Angrui Microelectronics, which debuted on the STAR Market, saw its stock price rise approximately 160% to 216.05 yuan per share, with intraday highs reaching 244 yuan [11] - The company specializes in the design of RF and analog integrated circuits and is recognized as a national-level "little giant" enterprise [11]
科技股,集体跳水!
证券时报· 2025-12-16 09:56
Market Overview - Major stock indices in the Asia-Pacific region mostly declined, with Japan's Nikkei 225 down 1.56% to 49,383.29 points, South Korea's Composite Index down 2.24% to 3,999.13 points, and Australia's S&P 200 down 0.56% to 8,598.9 points [1] - A-shares and Hong Kong stocks also saw significant declines, with the Shanghai Composite Index down over 1% and the ChiNext Index down over 2% [2] Japanese Central Bank Policy - The Bank of Japan's hawkish signals have caused market fluctuations, with expectations of a potential interest rate hike of 25 basis points to 0.75% during the upcoming monetary policy meeting on December 18-19 [2] - Analysts suggest that the impact of this rate hike may be limited due to prior communication and pricing in the market [2] A-share Market Performance - In the A-share market, approximately 4,300 stocks were in the red, with technology stocks experiencing significant drops, such as Moer Thread down over 7% and Tianfu Communication down nearly 5% [3] - Conversely, the retail sector showed resilience, with stocks like Baida Group achieving a four-day limit-up streak [3][5] Retail Sector Activity - The retail sector was notably active, with several companies including Yonghui Supermarket and Baida Group hitting the daily limit-up [5][6] - Baida Group's stock has risen significantly, prompting a cautionary note regarding potential risks of a price correction [7] Autonomous Driving Sector Growth - The autonomous driving concept saw a strong rise, with stocks like Wanjitech and Jiuzhiyang hitting the daily limit-up [9] - The Ministry of Industry and Information Technology has approved the first batch of L3-level conditional autonomous driving vehicles, marking a significant step towards commercialization [11] Investment Opportunities in Autonomous Driving - The intelligent driving market is projected to grow significantly, with the industry scale expected to reach 1.1082 trillion yuan in 2024, a year-on-year increase of 34% [11] - By 2030, the industry scale is anticipated to exceed 5 trillion yuan, driven by advancements in algorithms and technology [11] New IPO Performance - The newly listed company Angrui Microelectronics saw its stock price surge approximately 160% on its debut, closing at 216.05 yuan per share, with intraday highs reaching 244 yuan [13] - Angrui Microelectronics specializes in RF and analog integrated circuit design, indicating strong market interest and potential for growth [13]
VIP机会日报智能驾驶概念表现活跃 栏目追踪行业动态 提及焦点公司涨超10%
Xin Lang Cai Jing· 2025-12-16 09:49
转自:智通财经 注:智通财经VIP为内容资讯产品,并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议,非未来走势预测。投资有风险,入市需谨慎。 想要借智通财经VIP前瞻锚定市场热点,12.12大促将是年末屯货 智启2026投研新局的黄金窗口期。 自即刻起,直至12月18日24时,栏目限时特惠风暴席卷而来。多买多省,屯货更"惠"!选订12个月钜惠 8折还能叠加满减券,再享折上折。 贴心提醒,新客有礼!新用户完成注册即可解锁新手专属礼包,助您轻松获取深度财经内容: 28元单篇解锁券×6张:注册成功立即到账,单篇付费内容随心看; 满318元立减40元:订阅付费资讯直接抵扣,性价比拉满; 满518元立减60元:高端栏目订阅专属福利,省心又省钱! 新客首购再享额外礼赠,订阅 3或6个月加赠对应栏目5天服务期 + 会员专属服务,订阅 12个月加赠对 应栏目30天服务期 + 会员专属服务。 今日市场全天震荡调整,三大指数集体低开低走。沪深两市成 交额 1.72 万亿,较上一个交易日缩量 493 亿。全市场超 4300 只个股下跌。板块方面,零售、教育、乳业、多元金融等板块涨 幅居前,贵金属、影视院线等板块跌幅居 ...
2连板航天信息:主营业务不涉及商业航天
Mei Ri Jing Ji Xin Wen· 2025-12-16 09:39
每经AI快讯,12月16日,航天信息(600271)(600271.SH)发布股票交易异常波动公告称,公司目前主 营业务产品包括数字财税业务产品、智慧业务产品及网信业务产品,不涉及商业航天。 ...
二连板航天信息:公司目前主营业务不涉及商业航天
人民财讯12月16日电,二连板航天信息(600271)12月16日披露股票交易异动公告称,公司目前主营业 务产品包括数字财税业务产品、智慧业务产品及网信业务产品,不涉及商业航天。经公司自查,公司目 前生产经营活动一切正常,内外部经营环境未发生重大变化,也不存在预计将要发生重大变化的情形。 截至公告披露日,不存在影响公司股票异常波动的重大事项,不存在其他应披露而未披露的重大信息。 ...
商业航天概念股拉升,人民币对美元汇率走强
Qi Huo Ri Bao· 2025-12-16 09:35
今日,人民币对美元汇率再次走强。离岸人民币对美元汇率盘中一度升至7.03,创2024年10月4日以来 新高。 期货日报网讯(记者 肖佳煊)12月16日,A股三大指数集体下跌。截至收盘,上证综指下跌1.11%,深 证成指下跌1.51%,创业板指下跌2.1%,全市场成交额约1.74万亿元。 今日,商业航天概念股拉升,其中,航天电子(600879)放量涨停,成交额超100亿元,截至收盘,封 单超18万手。 消息面上,12月15日晚,航天电子发布公告称,公司拟以现金方式对控股子公司航天长征火箭技术有限 公司(简称航天火箭)增资7.275亿元,航天火箭其他股东拟同比例增资,增资完成后,航天火箭仍为 公司控股子公司。航天电子表示,此次增资旨在进一步提升航天火箭综合能力建设,解决关键技术攻关 研发资金需求。 开源证券表示,基于基金净值、持仓披露、调研行为等市场公开信息,对公募基金持仓进行实时测算发 现,公募基金对商业航天板块配置仓位2025年以来呈上升趋势;ETF资金持仓方面,ETF资金持仓占商 业航天板块股票市值比例近期有所下降。 机构认为,人民币对美元汇率近日持续走强,有以下原因。第一、海外方面,美联储降息落地,美元指 ...
立中集团(300428) - 300428立中集团投资者关系管理信息20251216
2025-12-16 09:34
投资者关系活动记录表 编号:2025-010 | | □特定对象调研分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访业绩说明会 | | 动类别 | □新闻发布会路演活动 □现场参观 | | | 其他 | | 参与单位名称 | 开源证券 徐剑峰;博时基金 王乐琛;阳光资产 李曦辰;中银基 | | 及人员姓名 | 金 华旭桥;泓德基金 时佳鑫;泰聚基金 周雪 | | 时间 | 2025 年 12 月 16 日 | | 上市公司接待 | 立中集团副总裁、董事会秘书 李志国;立中合金集团技研中心总 | | 人员姓名 | 监 何更雷;立中集团证券事务代表 冯禹淇 | | | 1、公司目前的经营状况和未来预期如何? | | | 答:2025 年公司经营状况稳中向好,各业务板块协同发力实 | | | 现业绩持续增长,叠加汇率波动对汇兑损益的影响逐步修复,公司 | | | 盈利能力进一步增强,1-9 月公司累计实现营业收入 2,292,114 万 | | | 元,较上年同期增长 18.34%,累计实现归属于上市公司股东的净 | | 投资者关系活 | 利润为 62,543 万元,较上年同期增 ...