来源：龙老解股 明天重点关注的一个方向位置依然是3900点的争夺，夯实，这是多空双方争夺的焦点位置。今天就可以 看出来，明天依然会争夺强烈的，市场分化难免，接下来重点关注的方向依然是科技方面，AI应用， 人工智能，机器人，新能源等等，会轮动，守得云开见月明，当我们用定存的心态炒股的时候，或许会 淡定了很多。 如果你长期很难赚到钱的情况下，那么你的思路肯定是有很大问题的。 宁愿错过，不愿做错，大涨大卖，小涨小买，大跌再买，拿得住寂寞，守得住芳华。文中涉及个股仅作 为学习交流，不作为任何推荐依据，产生任何后果自负！ 今天大盘不到1.8万亿的成交量，在上午的时候，市场一片恐慌情绪，消极情绪浓烈，空方非常疯狂， 猛烈杀跌，导致了资金流出，一些恐慌盘和恐慌的资金流出，大部分是一些小机构和散户离场了。再看 一下午后的时候，市场开始在券商的带领下，开始反弹，除了券商之外，我们还看到了地产，除了这些 在午后的时候还看到了CPO，人形机器人，还看到了航天商业方面都有了一些表现，这点说明什么，这 是很多人迷惑的一个问题，明天到底怎么样呢，这也是很多人关心的一个问题，我们一个一个说。 明天重要的一个消息，就是关于美联储方面的，今天 ...

近期全球大宗商品市场最耀眼的明星，非铜莫属，伦铜突破11700美元/吨的历史新高。 沪铜主力合约站稳9.2万元/吨上方，金属铜俨然成为资本追逐的硬通货新贵。 看似偶然的价格飙升，背后实则是多重因素交织的必然结果，当美国的战略囤货遇上国内的产能收缩，这场资源领域的博弈正在重塑全球铜市格局，而这仅 仅是故事的开始？ 12月以来，铜价开启加速上涨模式，伦铜在突破1万美元关键心理关口后，犹如脱缰野马般直冲11700美元/吨，这种强劲势头远超市场预期。 国内市场同样不甘示弱，沪铜主力合约收盘上涨1.54%至92970元/吨，上海有色网现铜价格同步跟涨至92300元/吨。 沪粤两地现货市场均维持升水状态，与2024年二季度涨势中现货跟进乏力的情况形成鲜明对比。 反而因供应端的紧张预期，使得现货升水得以维持，这种期货引领、现货跟涨的格局，预示着铜价上涨并非短期炒作，而是有其深层的基本面逻辑支撑。 资金的持续追捧是铜价飙升的直接推手，市场对铜价中长期走势的乐观情绪，促使资金不断做多布局。 从市场表现来看，当前沪铜呈现出减仓回调、增仓冲涨的典型特征，中长线看涨氛围极为浓烈。 值得注意的是，铜价的上涨并非孤立现象，黄金、白银等贵 ...

12月10日，记者从中国绿发首届品牌开放日活动上获悉，中国绿发投资集团有限公司将加快新能源、新 材料、新型电力系统、新型储能、人工智能应用、节能降碳等领域集群发展，完善产业生态，推动新技 术新产品新场景的大规模应用，加快新兴产业规模化发展。同时，还将前瞻布局未来产业，探索典型应 用场景、可行商业模式，择优择机布局氢能和核聚变等领域的新技术新材料，以及健康领域的生物制 造、具身智能等。 ...

Core Viewpoint - The upcoming Central Economic Work Conference is expected to reinforce "stabilizing growth" policies, laying a foundation for high-quality development during the 14th Five-Year Plan period [1] Group 1: Macroeconomic Policy Coordination - "Stabilizing growth" will play a central role in the 2026 economic work, with expectations for a series of macroeconomic policies to ensure economic operation within a reasonable range [2] - Fiscal policy is anticipated to be more proactive, with higher deficit rates and the continuation of issuing long-term special bonds to stabilize the economy and employment [2] - Monetary policy is expected to remain moderately loose, with potential reductions in reserve requirements and interest rates to lower financing costs for the real economy [2] Group 2: Expanding Domestic Demand - The release of domestic market potential is crucial, with a shift towards stimulating innovation and consumption to create a favorable environment for entrepreneurship [3] - Fiscal support for consumption is likely to expand, focusing on both durable goods and general consumer goods, with an emphasis on service consumption [3] - Investment in equipment upgrades is expected to increase, targeting effective investments in technology innovation and manufacturing upgrades [3] Group 3: Accelerating New Momentum Cultivation - China is at a critical stage of growth momentum transition, requiring new growth paths amid weakening traditional drivers [4] - The World Intellectual Property Organization's report indicates that China has entered the global top ten in innovation index, providing a solid foundation for technology industrialization [4] - Future policies will focus on strengthening basic research and key technology breakthroughs, with an emphasis on strategic emerging industries such as new energy and aerospace [4][5]

Core Viewpoint - The upcoming Central Economic Work Conference is expected to set the tone for China's economic policies in 2026, emphasizing "stability while seeking progress" and focusing on structural adjustments and energy transitions [1] Group 1: Macroeconomic Policy Coordination - "Stability" is anticipated to play a central role in the economic work for 2026, with expectations for a series of macroeconomic policies to ensure economic operation within a reasonable range [2] - Fiscal policy is expected to become more proactive, with higher deficit rates and the continuation of issuing long-term special bonds to stabilize the economy and employment [2] - Monetary policy is likely to remain moderately loose, with expectations for timely reductions in reserve requirements and interest rates to lower financing costs for the real economy [2] Group 2: Expanding Domestic Demand - The release of domestic market potential is seen as crucial, with a shift towards stimulating innovation and consumption to create a favorable environment for entrepreneurship [3] - Fiscal support for consumption is expected to expand, potentially covering a wider range of consumer goods and services, with a focus on service consumption [3] - Investment in equipment upgrades is anticipated to increase, with a focus on technology innovation and manufacturing transformation, while addressing issues of overcapacity and mismatched supply and demand [3] Group 3: Accelerating New Momentum Cultivation - China is at a critical stage of transitioning growth drivers, with a need to explore new growth paths amid weakening traditional drivers [4] - The World Intellectual Property Organization's report indicates that China has entered the global top ten in innovation index, laying a solid foundation for technological industrialization [4] - Future policies are expected to strengthen basic research and the transformation of key technologies, focusing on strategic emerging industries such as new energy, AI, and advanced manufacturing [4][5]

Core Viewpoint - Ok Technology (001223.SZ) demonstrates strong confidence in its "Equipment + Materials" strategy, showcasing rapid advancement and broad prospects in solid-state batteries and lithium battery equipment, while emphasizing the importance of investor rights and core value creation [1] Group 1: Financial Performance - In the first three quarters of 2025, the company achieved revenue of 737 million yuan, a year-on-year increase of 128.5% [1] - The net profit excluding non-recurring items reached 85.01 million yuan, reflecting a year-on-year growth of 902.34%, indicating robust growth momentum [1] Group 2: Product Development - The company has established a business structure covering three core products: intelligent equipment for household paper, film materials, and intelligent equipment for new energy lithium batteries, facilitating a transformation from a paper equipment manufacturer to a high-tech enterprise [1] - Through its subsidiary Jiangxi Youze New Materials, the company has entered the high-performance polyimide film (PI film) market, which is essential for flexible electronics, new energy batteries, and semiconductor packaging [2] - Research indicates that PI films can significantly enhance the stability and energy density of solid-state batteries, achieving energy densities of up to 300 Wh/kg, surpassing traditional lithium-ion batteries [2] Group 3: Industry Position and Future Outlook - The company has successfully developed a series of new energy equipment, including wet and dry lithium battery separator equipment, laying a solid foundation for its deep involvement in the lithium battery industry chain [2] - The management has confirmed that solid-state battery equipment has been produced and is undergoing customer validation, positioning the company to benefit from the growing demand for energy storage driven by the dual carbon transition [2] - The company has initiated a 1.5 billion yuan industry fund with partners to support its strategic development and enhance its competitive edge in high-end intelligent equipment and new materials [3] - With the dual drive of "Equipment + Materials" and the capital empowerment from industry funds, the company aims to deepen its core business and continuously create value for investors [3]

Group 1 - The company, TianShun Wind Power (002531.SZ), is currently operating in an orderly manner and has quality power station assets [1] - The national policy towards the renewable energy industry remains encouraging, and bank credit channels are smooth [1] - The company does not face any debt risks at present [1]

Core Viewpoint - The technology innovation sector is experiencing a decline, with major indices such as the Sci-Tech 100 Index and the Sci-Tech Comprehensive Index dropping by 0.8% and 1.2% respectively, while the Sci-Tech 50 Index fell by 1.3% [1][3]. Group 1: Index Performance - The Sci-Tech 50 Index saw a decrease of 1.3% as of the midday close [3]. - The Sci-Tech 100 Index and the Sci-Tech Comprehensive Index both declined by 0.8% [1][3]. - The Sci-Tech 50 ETF (588080) recorded a net inflow of nearly 300 million yuan yesterday [1]. Group 2: Sector Composition - The Sci-Tech 50 Index is composed of 50 stocks with significant market capitalization and liquidity, prominently featuring "hard technology" companies, with over 65% in the semiconductor sector and nearly 80% combined in medical devices, software development, and photovoltaic equipment [3]. - The Sci-Tech 100 Index focuses on 100 medium-sized stocks with good liquidity, primarily in the electronics, pharmaceutical, and electrical equipment sectors, which together account for over 80% of the index [3]. - The Sci-Tech Comprehensive Index covers all market securities in the Sci-Tech board, focusing on core industries such as artificial intelligence, semiconductors, new energy, and innovative pharmaceuticals, encompassing all 17 primary industries on the Sci-Tech board [3].

Core Viewpoint - Hubei Province is focusing on building a "51020" modern industrial system, with key development directions including the new energy and intelligent connected vehicles, as well as other trillion-level characteristic industrial clusters [1] Group 1: Automotive Industry - Hubei Province's automotive manufacturing and service industry is expected to exceed 1 trillion yuan by 2024, supported by the "Implementation Plan for the Transformation and Development of the Automotive Industry in Hubei Province (2023-2025)" [1] - The plan emphasizes the development of the entire value chain of power batteries and supports companies like Zhongxin Innovation and Yiwei Lithium Energy to enhance their technological capabilities and strengthen the power battery industry [1] Group 2: New Energy Infrastructure - Hubei Province is actively developing new energy charging and swapping facilities, ensuring that 100% of fixed parking spaces in new residential areas are equipped with charging piles or reserved for installation conditions [1] - The province is also advancing the construction of a hydrogen supply network and is researching the establishment of management measures for hydrogen refueling stations [1] Group 3: Investment Opportunities - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a daily fluctuation of 20%, focusing on the new energy sector and selecting listed companies involved in clean energy, energy-saving technologies, and related industrial chains [1] - The index aims to reflect the overall performance of high-growth and innovative enterprises in the new energy industry, covering areas such as renewable energy development, energy storage technology, and smart grids [1]

2024年2月，中贝通信与比亚迪（002594）达成技术合作，引入其先进的2.2代自动化产线技术，启动大 容量刀片锂电池产线的建设工作。2025年1月，安徽新能源动力电池产线如期实现试产，并在随后的季 度中陆续释放产能，推动公司相关收入体量快速增长。 数据显示，安徽新能源2025年前三季度已实现营业收入1.21亿元，接近2024年全年6487万元营收的两 倍，产能释放与市场拓展成效初显。 贝通信香港是中贝通信拓展海外业务的核心平台。此次3.6亿元增资落地后，近12个月内公司对其核心 海外业务主体的累计增资已达4.9亿元。据了解，贝通信香港将利用此次增资，发力海外智算集群建 设，进一步做强AI业务板块。 这一动作与中贝通信算力业务的扩张节奏高度契合。数据显示，2025年上半年公司智算服务业务已实现 收入2.97亿元，同比大幅增长498.21%。目前，中贝通信当前已运营算力规模超过17000P，服务客户覆 盖金山云、阶跃星辰、临港算力、青海联通等多家行业头部企业。 公司董事长李六兵近期透露，中贝通信将继续扩容20000P算力，以抓住市场对高性能GPU集群的迫切 需求。同时，公司将推动算力业务出海，与合作伙伴共同开 ...