12月24日午后，A股三大指数涨幅扩大。科创50ETF（588000）午后涨幅扩大至1%。盘面上，存储走 强。天岳先进上涨7.40%，恒玄科技上涨6.58%，佰维存储上涨3.45%，芯原股份、生益电子等涨超 3%；截至发文，科创50ETF（588000）成交额达22.38亿元。 消息面上，全球存储市场进入近五年来最剧烈价格上行周期，DRAM现货价格在短短两个月内飙升超过 260%，NAND闪存现货价格自2025年年初以来上涨超过50%，引发市场对存储企业盈利增长的乐观预 期；此外，AI数据中心和云硬件需求激增导致内存供应紧张，戴尔、惠普等全球头部 PC 厂商库存囤积 量比平时高出约50%，并与三星电子、SK海力士、美光等存储制造商达成供货保障协议，进一步加剧 市场供需紧平衡。 科创50ETF（588000）追踪科创50指数，指数持仓电子行业69.39%，计算机行业4.88%，合计74.27%， 与当前人工智能、机器人等前沿产业的发展方向高度契合。同时涉及医疗器械、软件开发、光伏设备等 多个细分领域，硬科技含量高，看好中国硬科技长期发展前景的投资者建议持续关注。 展望后市，大同证券指出，本轮存储的涨价趋势展现出 ...

Group 1 - The core viewpoint of the article highlights that Sanhua Intelligent Controls is a global leader in thermal management platforms, with its robotics business expanding growth boundaries [1] - The company is a leading enterprise in global refrigeration control components and automotive thermal management systems, with products including electronic expansion valves, solenoid valves, and integrated components for new energy vehicle thermal management [1] - The business and production capacity of the company are highly globalized, with overseas revenue expected to account for 44.7% in 2024 [1] Group 2 - The global market for refrigeration and air conditioning control components is steadily growing, with an overall compound annual growth rate of approximately 7%, driven mainly by valves and heat exchangers [1] - The company possesses technological and scale advantages in the field of high-reliability electromechanical actuators, enabling potential expansion into the robotics sector, with long-term growth potential not yet fully priced in [1] - The company has validated products related to electromechanical actuators for robotics, with customer collaborations and order disclosures in progress, while its new energy vehicle thermal management business continues to grow and improve profitability [1]

12月24日消息，截至12月23日，Choice数据显示，兴银景气优选A（010124）近1年涨幅达到49.78%！ 该基金近三年收益53.13%，位于同类前12%（409/3235）。据基金三季报，截至9月30日，该基金过去 一年收益 40.65%，超越基准收益29.41%；近三年收益30.11%，超越基准收益率12.44%。 风险提示：文中提及的指数成份股仅作展示，个股描述不作为任何形式的投资建议。任何在本文出现的 信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资 人须对任何自主决定的投资行为负责。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管 理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。 基金频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 在反内卷方向，认为这是国家在全国统一大市场的安排下的中长期战略安排，需要自下而上去根据每个 细分行业的具体情况来选择投资机会。优先选择即使没有反内卷政策，行业也进入了自然出清向上阶段 的细分行业，其次，看好反内卷政策能给行业带来产能退出，从而改善行业格局的细分行业。 公开资料显示，兴 ...

Group 1 - Guangdong Province has established a 10 billion scale artificial intelligence and robotics industry sub-fund cluster, with the first phase registering a 3 billion scale sub-fund [1] - The first phase includes a 1 billion scale Guangdong Artificial Intelligence and Robotics Industry Investment Fund and a 2 billion scale Guangdong Yuecai Industrial Integration Artificial Intelligence and Robotics Industry Investment Fund [1] - The Guangdong Artificial Intelligence and Robotics Industry Investment Fund was registered in November in Nansha, Guangzhou, with the Guangdong Provincial Industrial Development Investment Fund holding 49% [1] Group 2 - The Guangdong Yuecai Industrial Integration Artificial Intelligence and Robotics Industry Investment Fund was registered in December in Dongguan Binhai Bay New Area, managed by Guangdong Yuecai Venture Capital Co., Ltd. [2] - This fund has introduced several partners, including Industrial and Commercial Bank of China Financial Asset Investment Co., Ltd., marking the first bank-affiliated equity investment fund in Dongguan [2] - The total scale of the artificial intelligence and robotics industry sub-fund cluster managed by the Guangdong Provincial Industrial Development Investment Fund is 10.1 billion [3] Group 3 - Guangdong has previously established multiple funds related to artificial intelligence and robotics, focusing on key areas of the industry chain [4] - In March, a signing was completed for an artificial intelligence and robotics industry investment fund with a total scale of 10 billion, involving several financial institutions [4] - The Guangdong Intelligent Industry Fund was announced in May with a target scale of 10 billion, aiming to raise 2 billion in the first phase [5]

12月24日，A股市场早盘窄幅震荡，三大指数集体翻红。截至午盘，沪指涨0.24%，深成指涨0.31%，创 业板指涨0.08%。沪深两市半日成交额1.16万亿，较上个交易日缩量895亿。全市场超3800只个股上涨。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | | 上证指数 | 3929.25 | 9.27 | 0.24% | 4659亿 | | 深证成指 | 13410.05 | 41.06 | 0.31% | 6828亿 | | 万得全A | 6345.55 | 30.17 | 0.48% | 11592亿 | | 科创综指 | 1615.07 | 12.48 | 0.78% | 1171亿 | | 创业板指 | 3207.59 | 2.58 | 0.08% | 3083亿 | | 北证50 | 1442.57 | 2.63 | 0.18% | 106亿 | 从板块来看，商业航天概念持续走强，近20只成分股涨停，其中超捷股份20cm涨停，神剑股份5连板， 九鼎新材、合众思壮、再升科技涨停。消息面上，据证监会网上办事服务平台披露，近日 ...

| 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | | 上证指数 | 3929.25 | 9.27 | 0.24% | 4659亿 | | 深证成指 | 13410.05 | 41.06 | 0.31% | 6828亿 | | 万得全A | 6345.55 | 30.17 | 0.48% | 11592亿 | | 科创综指 | 1615.07 | 12.48 | 0.78% | 1171亿 | | 创业板指 | 3207.59 | 2.58 | 0.08% | 3083亿 | | 北证50 | 1442.57 | 2.63 | 0.18% | 106亿 | 12月24日，A股市场早盘窄幅震荡，三大指数集体翻红。 截至午盘，沪指涨0.24%，深成指涨 0.31%，创业板指涨0.08%。 沪深两市半日成交额1.16万亿，较上个交易日缩量895亿。全市 场超3800只个股上涨。 记者丨江佩 佩 毕凤至 见习记者 张嘉钰 编辑丨谢珍 从板块来看，商业航天概念持续走强，近20只成分股涨停，其中超捷股份20cm涨停，神剑股 份5连板，九鼎新材、合众思壮 ...

Core Viewpoint - The "Hangzhou Six Little Dragons" are actively pursuing IPOs, with Yunshen Technology being the latest to initiate the listing guidance process, indicating a growing trend in the robotics sector towards public offerings and capital raising [1][2]. Company Summary - Yunshen Technology officially started its IPO guidance on December 23, 2025, with CITIC Securities as the advisory institution [1]. - The company underwent a share reform on November 3, 2025, changing its name from Hangzhou Yunshen Technology Co., Ltd. to Hangzhou Yunshen Technology Co., Ltd. (joint-stock company) [1]. - The founder, Zhu Qiuguo, is the controlling shareholder, holding 16.39% of the shares directly and an additional 10.74% indirectly through an employee stock ownership platform [1]. - As of December 9, 2025, Yunshen Technology completed a C-round financing of over 500 million RMB, aimed at enhancing the R&D of quadruped and humanoid robots [2]. - The company was established in 2017 and specializes in quadruped robots, humanoid robots, and core components, primarily serving B-end applications such as power inspection and emergency rescue [2]. - Yunshen Technology has launched several innovative products, including the quadruped robot Shancat M20 and the industry-level humanoid robot DR02, which is designed for various operational environments [2]. Industry Summary - Since 2025, the humanoid robot industry has experienced a surge in orders, new product launches, and capital activities, with several leading companies initiating IPOs and mergers [3]. - According to a report by Everbright Securities, the robotics industry is expected to transition from "demonstration applications" to "scale production" by 2026, with leading companies benefiting from technological barriers, production capabilities, and supply chain control [3].

12月24日，A股三大指数集体高开。科创50ETF（588000）早盘震荡走弱，跌幅0.2%。盘面上，持仓股 天岳先进上涨6.26%，思特威-W上涨2.55%，西部超导上涨1.62%，中芯国际上涨1.34%。截至发文，科 创50ETF（588000）成交额达8.01亿元。 （文章来源：每日经济新闻） 消息面上，中芯国际已经对部分产能实施了涨价，涨幅约为10%。对于涨价原因，有业内人士解读称， 原材料涨价也是其中因素。此外，台积电确认整合8英寸产能，并计划在2027年末关停部分生产线，或 也引发晶圆厂涨价预期。 展望后市，国金证券表示，半导体设备是半导体产业链的基石，存储扩产与自主可控共振，国产替代空 间广阔。半导体设备位于产业链上游，是支撑芯片制造与封测的核心产业。根据SEMI的数据，国内设 备龙头业绩表现亮眼，2025年前三季度八家龙头公司合计营收同增37.3%，归母净利润同增23.9%。随 着AI大模型驱动存储技术向3D化演进，国产半导体设备产业链有望迎来新一轮高速增长机遇。 科创50ETF（588000）追踪科创50指数，指数持仓电子行业69.39%，计算机行业4.88%，合计74.27%， 与当前人工 ...

据了解，"杭州六小龙"分别是大模型公司深度求索（DeepSeek）、现象级3A游戏《黑神话：悟空》出品公司游戏科学、开发春晚"扭秧歌机器人"的宇树 科技、深耕脑机接口领域的强脑科技、聚焦智能机器人制造的云深处科技，以及研发云设计软件系统的群核科技。 今年以来，"杭州六小龙"陆续冲击IPO。8月22日，群核科技更新招股书，继续推动在港交所的上市进程，摩根大通和建银国际为联席保荐人。2025年上半 年，公司业绩显著提升，成功实现扭亏为盈，经调整净利润达1783万元。 今年11月，宇树科技完成IPO辅导，A股"人形机器人第一股"脚步临近。 | 公开发行辅导公示 | | | 辅导对象 | 辅导机构 | 备案时间 辅导状态 | 派出机构 报告类型 | 报告标题 | | --- | --- | --- | --- | --- | --- | --- | --- | | 北京 | | 天津 | 山东海奥斯生物科技股份有 限公司 | 招商证券股份有限公司 | 2025-12-23 | 山东证监局 辅导备案报告 | 关于山东海奥斯生 ... | | = | 河北 | II 山西 | 宁波玉健健康科技股份有限 | | | | | ...

Group 1 - The company has established the capability to produce 100,000 sets of robotic bearing screw rods annually and will gradually advance mass production based on market demand and customer orders [1] - In the low-altitude economy sector, the company's related bearing products have passed heavy-duty drone airworthiness tests and have received small batch orders, with plans to expand into flying car bearings and universal joints [1] - The company will fulfill information disclosure obligations if there are substantial developments regarding major restructuring matters [1] - The energy storage business is one of the strategic directions for Wanxiang Yier San, and its current development status aligns with annual planning expectations [1]