本报告版权属于国投期货有限公司 不可作为投资依据,转载请注明出处 1 | E Road Host | | | 责金属日报 | | --- | --- | --- | --- | | | 操作评级 | | 2025年12月16日 | | 黄金 | 白银 ★☆☆ | ★☆★ | 刘冬博 高级分析师 | | 铂 | ★☆☆ 紀 | ★☆★ | F3062795 Z0015311 | | | | | 吴江 高级分析师 | | | | | F3085524 Z0016394 | | | | | 孙芳芳 中级分析师 | | | | | F03111330 Z0018905 | | | | | 010-58747784 | | | | | gtaxinstitute@essence.com.cn | 隔夜贵金属有所回落。美联储会议后宽松交易延续，黄金逼近历史高点位置,如果实现突破则贵金属强势表 现有望延续。铂把创上市以来新高，外盘强势突破前高压力位加速上涨。金银强势背景下，相对低估值铂兜 受多头资金青睐,商业航天发展如火如荼,氢能板块用铂肥存想象空间,供应端的强刚性约束下,ધ妃中长 线多配节奏明确。今晚重点关注美国11月非 ...

格隆汇12月16日丨华阳集团(002906.SZ)在投资者互动平台表示，公司产品暂未应用于商业航天。 ...

A股、港股亦大幅下行，沪指跌逾1%，创业板指跌超2%，恒生指数跌超1.5%，恒生科技指数跌近2%。 消息面上，近期日本央行释放鹰派信号引发市场波动。据悉，日本央行将于12月18日至19日召开货币政 策会议，市场普遍预期最可能的方案是加息25个基点至0.75%。但有机构指出，本次日本央行加息对市 场的影响或相对有限，首先是沟通充分、定价完毕。其次是目前套息交易规模有限。 具体来看，A股方面，三大股指盘中单边下探，北证50指数逆市上扬。截至收盘，沪指跌1.11%报 3824.81点，深证成指跌1.51%，创业板指跌2.1%，北证50指数逆市涨0.54%，沪深北三市合计成交17483 亿元，较此前一日减少约460亿元。 16日，亚太市场主要股指多数下挫，日经225指数收盘跌1.56%报49383.29点，韩国综合指数跌2.24%报 3999.13点，澳洲标普200指数跌0.56%报8598.9点。 无人驾驶概念崛起 无人驾驶概念盘中强势上扬，截至收盘，万集科技、久之洋20%涨停，浙江世宝、路畅科技、索菱股份 等亦涨停，豪恩汽电涨超9%。 | 代码 | 名称 | � | 涨幅% | 现价 | 涨跌 | 采价 | 卖价 ...

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 ...

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 ...

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。 ...

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]

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]

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 ...

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。 ...