12月12日，A股三大股指开盘走势分化，沪指跌0.1%报3869.41点，深成指涨0.21%报13174.45点，创业板指涨0.29%报 3172.73点，科创50指数跌0.12%报1324.3点；贵金属板块高开，晓程科技高开3%，招金黄金、中金黄金、赤峰黄金纷纷高开； 摩尔线程开跌6.6%，公司称股票涨幅过快面临回调风险， 盘面上，市场焦点股东百集团（5板）低开6.17%，实控人变更的安妮股份（6天5板）低开4.26%，商业航天概念股再升科 技（4板）高开4.44%、航天动力（5天3板）平开、四川金顶（6天3板）高开6.45%，房地产产业链的中源家居（6天4板）高开 0.78%、南都物业（2板）低开6.46%，光通信板块跃岭股份（3板）低开1.51%，零售板块南京商旅（4天3板）低开0.46%，创 新药概念股重药控股（2板）高开4.65%，芯片产业链的立昂微（2板）平开。 公司新闻 摩尔线程：公司基于自主研发的MUSA架构，将保持较高研发投入和进行产品迭代。但与部分国际巨头相比，公司在综合 研发实力、核心技术积累、产品客户生态等方面仍存在一定的差距。公司目前新产品和新架构均处于在研阶段，量产及产生收 入仍需 ...

摩尔线程：公司基于自主研发的MUSA架构，将保持较高研发投入和进行产品迭代。但与部分国际巨头 相比，公司在综合研发实力、核心技术积累、产品客户生态等方面仍存在一定的差距。公司目前新产品 和新架构均处于在研阶段，量产及产生收入仍需一定时间。 南都电源：公司于近日收到公司控股股东杭州南都电源有限公司、上海益都实业有限公司、上海南都集 团有限公司通知，获悉其正在筹划控制权变更、促进再生铅板块股权出售的相关事宜。经申请，公司股 票自2025年12月12日开市起停牌，预计停牌时间不超过2个交易日。 万科A：公司之控股子公司为满足经营需要，继续通过信用保证、股权质押等方式为相关贷款提供担 保。截至2025年10月31日，公司及控股子公司担保余额844.76亿元，占2024年末经审计归属于上市公司 股东净资产比重为41.68%，公司无逾期担保事项。 特发信息：针对公司因收购深圳特发东智科技有限公司被合同诈骗、职务侵占一案，公司于近日收到广 东省深圳市中级人民法院出具的《刑事判决书》。本次刑事判决仅为一审判决，公司为被害单位，目前 判决尚未生效，案件最终判决及后续执行结果尚存在不确定性，对公司本期利润和期后利润的影响存在 一 ...

今日提示 ·2025全球开发者先锋大会暨国际具身智能技能大赛（GDPS 2025）于12月12日拉开帷幕。据悉，此次 赛事，赛场不再单纯比拼代码的运行速度，而是引入人类工匠的评判标准——从精密制造到应急救援， 从居家服务到艺术演绎。 ·中威电子12月12日复牌，公司实际控制人由新乡市人民政府变更为付英波。 ·*ST交投12月12日开市起复牌，公司执行《重整计划》转增的近2.67亿股股票已全部转增完毕。 ·天溯计量今日申购，代码301449，发行价36.80元，申购上限0.4万股，发行市盈率21.78倍，主营计量校 准、检测、认证等专业技术服务。 ·锡华科技今日申购，代码732248，发行价10.10元，申购上限2.1万股，发行市盈率33.12倍，主营风电齿 轮箱专用部件等。 上证精选 ·商务部12月11日举行例行新闻发布会。新闻发言人何亚东说，商务部将谋划"十五五"时期零售业创新 转型和高质量发展，加大政策的支持力度。推进零售业创新提升工程。通过开展城市试点，打造一批引 领带动性强的零售场景，推出一批融合创新的业态模式，培育一批具有国际竞争力的零售企业，推动构 建现代零售体系。 ·中国汽车工业协会发布的最新数 ...

Group 1 - The article highlights significant announcements in the stock market, including "suspension and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events [1] - The article emphasizes the importance of timely information for investors to discern and find suitable listed companies [1] Group 2 - A company is noted for its long-term support of the Long March series rockets, focusing on sectors such as 6G, commercial aerospace, quantum technology, satellite navigation, CPO, military industry, and drones [1] - Another company specializes in storage chips, photoresists, and advanced packaging, with products applied in storage chips, third-generation semiconductors, and other specialty process chips [1] - A company plans to acquire a leading enterprise in the new energy segment, focusing on AI smartphones, energy storage, and lithium batteries [1]

12月11日，汇成股份涨0.20%，成交额3.21亿元，换手率2.42%，总市值131.78亿元。 2、据2023年2月投资者关系活动记录表： Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合，公司掌握的凸块制造技术是Chiplet的基础之一。在研发端，公司将以客户需求为导 向，基于凸块制造技术，纵向拓展技术边界，积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 3、合肥新汇成微电子股份有限公司的主营业务是集成电路高端先进封装测试服务。公司的主要产品是 集成电路封装测试。 来源：新浪证券-红岸工作室 异动分析 存储芯片+先进封装+芯片概念+人民币贬值受益+专精特新 1、2025年10月14日公司，合肥新汇成微电子股份有限公司举办特定对象调研活动，向舟资本、兴全基 金、平安资管等多家机构投资者披露重磅布局：公司通过直接与间接投资相结合，拿下合肥鑫丰科技有 限公司（简称 "鑫丰科技"）27.5445% 股权，并与鑫丰科技股东华东科技（苏州）有限公司（简称 "华 东科技"）达成战略合作，共同拓展 3D DRAM 等存储芯片封测业务，瞄准 AI 基建时代下 ...

人民财讯12月11日电，A股三大指数小幅高开，沪指涨0.09%，深证成指涨0.13%，创业板指涨0.05%。 盘面上，有色金属、海南自贸区、存储芯片、锂矿、造纸、商业航天等板块涨幅居前；免税店、房地 产、教育、CPO等板块跌幅居前。 ...

Group 1 - Recent policies aimed at boosting consumption and domestic demand have been introduced, including direct subsidies and consumer loan interest subsidies, which are expected to positively impact the consumer sector [1] - The consumer industry is showing signs of bottoming out, with fundamental recovery likely to catalyze stock price increases, particularly in chain restaurants, new tea beverage companies, and sports companies related to event operations [1] - The issuance of offshore bonds in Hong Kong has gained international recognition, reflecting confidence in China's economic resilience and promoting high-level financial openness [2] Group 2 - In November, the A-share market saw increased allocations to A-share assets by fund advisors, indicating a preemptive positioning for the upcoming year-end market [3] - The Consumer Price Index (CPI) rose by 0.7% year-on-year in November, the highest since March 2024, while the Producer Price Index (PPI) showed a slight increase, indicating a stabilization in prices and gradual demand recovery [3] - The lithium battery industry is facing rising production costs due to increasing raw material prices, leading companies like Dejia Energy and Funeng Technology to announce price hikes for their products [3] Group 3 - The termination of the merger between Haiguang Information and Zhongke Shuguang allows both companies to focus on their respective markets while enhancing strategic collaboration [4] - Over 200 A-share companies have been actively researched by brokerage analysts in December, with a focus on the electronics and machinery sectors, indicating a strong interest in technology stocks for 2026 [4] - The number of A-share companies announcing dividend distributions has reached a record high this year, with total dividends expected to exceed 2.6 trillion yuan [6] Group 4 - Silver prices have surged significantly, impacting the photovoltaic industry by increasing costs, with global silver demand for photovoltaic applications expected to double by 2025 [7] - Companies in the photovoltaic sector are actively seeking technological breakthroughs to reduce silver usage, with Shanghai Aiyu New Energy leading in the development of copper interconnection technology [7] Group 5 - China Life Insurance has reported total premiums exceeding 700 billion yuan as of November 30, with expectations for a favorable insurance market cycle in 2026 [8]

Core Viewpoint - The A-share market has seen active institutional research since December, with brokerage analysts leading the efforts to visit listed companies and explore investment directions [1] Group 1: Market Activity - Over 200 A-share listed companies have been subject to brokerage research since December, indicating a high level of interest from analysts [1] - The electronic and machinery equipment sectors continue to be the most researched industries, reflecting ongoing investor interest [1] Group 2: Focus on Storage Chip Concept - Companies related to the storage chip concept have also been heavily researched by brokerages, highlighting a trend in market enthusiasm for this sector [1] Group 3: Future Investment Strategies - As the year-end approaches, several brokerages, including Guojin Securities and Zhongtai Securities, have begun to release their investment strategies for 2026 [1] - Brokerages generally believe that the technology sector will remain one of the most promising investment themes for 2026 [1]

Group 1 - The A-share market has seen active institutional research since December, with over 200 companies being visited by broker analysts, particularly in the electronics and machinery sectors [1][2] - The technology sector is expected to remain a key investment focus for 2026, according to multiple brokerages [1][7] Group 2 - The electronics and machinery equipment industries are among the most favored, with 31 companies in each sector receiving broker attention, making them the most researched industries [2] - Notable companies in the electronics sector include Weicai Technology and Canxin Technology, while in the machinery sector, companies like Jereh and Wald have attracted significant interest [2][3] Group 3 - Companies related to storage chips have garnered intense focus from brokers, with Weicai Technology receiving visits from over 20 firms, highlighting its Nor Flash testing capabilities [4] - Jiangbolong, a key player in storage chips, reported a stock price increase of over 200% this year, with brokers inquiring about storage price trends and technological advantages [4] Group 4 - Dongxin Technology, a leading storage chip design company, has seen its stock price rise nearly 400% this year, with strong demand in the network communication and security monitoring sectors [5] - Analysts emphasize that storage chips are a critical area in the AI era, with significant policy support and ongoing industry demand [6] Group 5 - Brokerages have released optimistic investment strategies for 2026, focusing on technology, AI, and China's manufacturing advantages as key areas of interest [7][8] - Analysts suggest that the A-share market will transition from a valuation-driven rally to a profit-supported growth phase, with technology remaining the strongest investment theme [8]

Group 1: Market Activity - Over 200 A-share companies have been surveyed by brokerages since December, with a focus on the electronics and machinery equipment sectors [1][2] - The technology sector is expected to remain a key investment theme for 2026, according to multiple brokerage firms [1][7] Group 2: Industry Focus - The electronics and machinery equipment industries are the most surveyed, with 31 companies in each sector receiving attention from brokerages [2] - Notable companies in the electronics sector include Weicai Technology, Canxin Technology, and Shenghong Technology, while the machinery equipment sector features companies like Jereh and Wald [2][3] Group 3: Storage Chip Companies - Storage chip-related companies have garnered significant attention, with Weicai Technology hosting over 20 brokerages for site visits [4] - Jiangbolong, a key player in the storage chip market, reported a stock price increase of over 200% this year, with a focus on NAND Flash pricing and demand driven by AI applications [4][5] - Dongxin Technology, a leading storage chip design company, has seen its stock price rise nearly 400% this year, citing strong demand in the network communication and security monitoring sectors [5] Group 4: Analyst Insights - Analysts from Zhongtai Securities highlight storage chips as a critical area in the AI era, with strong policy support and ongoing industry demand [6] - Multiple brokerages have released optimistic investment strategies for 2026, emphasizing technology, AI, and China's manufacturing advantages as key areas of focus [7][8]