重要的消息有哪些 三连板天奇股份（002009）：拟定增募资不超9.77亿元，用于面向汽车行业应用的机器人具身智能系统 研发中心建设项目等。 这些公司新闻不能错过 天普股份（605255）：公司无开展人工智能相关业务的计划，未与股东中昊芯英签订任何框架性合作协 议或类似协议。 1.国务院关税税则委员会发布关于2026年关税调整方案的公告，自2026年1月1日起，对部分商品的进口 关税税率和税目进行调整。其中，继续给予43个与我建交的最不发达国家100%税目产品零关税待遇， 实施特惠税率。其中，关税配额商品仅将配额内关税税率降为零，配额外关税税率不变。 贵州茅台（600519）：控股股东增持计划已实施完毕。 2.中国人民银行出台《关于进一步加强数字人民币管理服务体系和相关金融基础设施建设的行动方 案》，新一代数字人民币计量框架、管理体系、运行机制和生态体系将于2026年1月1日正式启动实施。 根据方案部署，从2026年1月1日起，数字人民币钱包余额将按照活期存款计付利息。 3.据财政部数据，2025年1—11月，全国国有及国有控股企业(国有企业)营业总收入同比增长1.0%，利润 总额同比下降3.1%。 4.市场 ...

Core Insights - The report highlights the positive performance of various sectors in the A-share market, particularly in financial, petrochemical, and aerospace industries, indicating a slight upward trend in the market [5][9][10] - The central economic work conference emphasizes a shift in policy focus from total expansion to quality and sustainability, with a strong emphasis on technology and industry [8][12][14] - The report suggests that the average price-to-earnings ratios for the Shanghai Composite Index and the ChiNext Index are above their three-year median levels, indicating a favorable environment for medium to long-term investments [9][10][12] Domestic Market Performance - The Shanghai Composite Index closed at 3,965.28 with a slight increase of 0.04%, while the Shenzhen Component Index decreased by 0.49% to 13,537.10 [3] - The A-share market has shown resilience with a trading volume of 21,578 billion, indicating strong investor interest [8][10] - The report notes that various sectors such as banking, petrochemical, and software development have performed well, while sectors like energy metals and pharmaceuticals have lagged [5][9] Industry Analysis - The humanoid robot sector is expected to become a key focus in the U.S. technology strategy, with recommendations to continue monitoring humanoid robots and AIDC supporting equipment [14] - The power sector is experiencing a collaboration between the largest power company and Google for AI initiatives, although the sector's performance has been below market expectations [16] - The solar industry is witnessing significant price increases in silicon wafers and batteries, with a focus on leading companies in the segment [18][19] Investment Recommendations - The report suggests focusing on companies with stable fundamentals, high dividends, and strong growth potential in sectors such as engineering machinery and high-speed rail equipment [15] - In the animation film industry, the report recommends attention to companies like Light Chaser Animation, which have a strong project pipeline and IP management capabilities [26][28] - The automotive sector is advised to focus on companies with innovative driving technologies and those positioned for growth in the intelligent and connected vehicle market [31]

中信证券研报称，受益政策、技术和市场三维驱动，商业航天迎来景气高企。在太空算力需求拉动下， 火箭、卫星结构轻量化以及特殊应用环境对于碳纤维材料提出更高要求，石墨纤维凭借耐高温、高强高 模以及低热膨胀系数等优势，渗透率有望进一步提升。我们预计伴随着下游需求放量，在国产化驱动 下，布局石墨纤维的相关企业有望充分受益。 ...

早上好！先来看重要资讯。 俄方说91架乌无人机袭击普京官邸，泽连斯基否认 据新华社援引今日俄罗斯通讯社29日报道，俄罗斯外交部长拉夫罗夫29日说，乌克兰28日深夜至29日凌晨用91架远程攻击无人机袭击俄罗斯总统普京位于 俄西北部诺夫哥罗德州的官邸，俄方将予以还击。乌克兰总统泽连斯基则称俄方说法"纯属捏造"。 据俄外交部网站消息，拉夫罗夫说，俄防空部队摧毁所有来袭无人机，暂无人员伤亡或无人机残骸坠地造成损失的报告。 拉夫罗夫说，这次袭击发生在俄美两国为解决乌克兰问题进行密切磋商之际。对于乌方这类行径，俄方不会没有回应。俄军已确定还击的目标和时间。 拉夫罗夫还表示，俄方无意退出围绕乌克兰问题与美国的谈判进程，但鉴于乌方上述行径，俄方将重新审视己方谈判立场。 泽连斯基29日在社交媒体发文对此回应，称俄方关于乌无人机袭击俄总统官邸的说法"纯属捏造"，指认俄方试图破坏乌方与特朗普团队的合作成果。 得知普京官邸遭乌无人机袭击，特朗普"很生气" 据新华社报道，美国总统特朗普29日在佛罗里达州海湖庄园与以色列总理内塔尼亚胡开始会晤前说，他当天早晨与俄罗斯总统普京通电话时，被对方告知 乌克兰无人机袭击了普京一处官邸，"我对此很 ...

重要的消息有哪些 6．当地时间12月29日，美股三大指数均小幅收跌，道指跌0.51%，纳指跌0.5%，标普500 指数跌0.35%。纳斯达克中国金龙指数收跌0.67%。国际贵金属大幅收跌，COMEX黄金期货 跌4.45%，报4350.2美元/盎司；COMEX白银期货跌7.2%，报71.64美元/盎司。现货白银大 跌近9%，现货钯金跌超15%，现货铂金跌超14%。国际原油期货结算价收涨超2%。WTI原油 期货结算价收涨2.36%，报58.08美元/桶。布伦特原油期货结算价收涨2.14%，报61.94美元/ 桶。 这些公司新闻不能错过 三连板天奇股份：拟定增募资不超9.77亿元，用于面向汽车行业应用的机器人具身智能系统 研发中心建设项目等。 1．国务院关税税则委员会发布关于2026年关税调整方案的公告，自2026年1月1日起，对部 分商品的进口关税税率和税目进行调整。其中，继续给予43个与我建交的最不发达国家100% 税目产品零关税待遇，实施特惠税率。其中，关税配额商品仅将配额内关税税率降为零，配 额外关税税率不变。 2．中国人民银行出台《关于进一步加强数字人民币管理服务体系和相关金融基础设施建设的 行动方案》， ...

人民财讯12月30日电，中信证券研报称，受益政策、技术和市场三维驱动，商业航天迎来景气高企。在 太空算力需求拉动下，火箭、卫星结构轻量化以及特殊应用环境对于碳纤维材料提出更高要求，石墨纤 维凭借耐高温、高强高模以及低热膨胀系数等优势，渗透率有望进一步提升。我们预计伴随着下游需求 放量，在国产化驱动下，布局石墨纤维的相关企业有望充分受益。 ...

长江商报消息 ●长江商报记者 潘瑞冬 A股市场上，商业航天概念起舞，12月29日，鲁信创投（600783.SH）再次"一字板"涨停，录得4连板。 鲁信创投是鲁信集团旗下从事创业投资业务的核心板块。长江商报记者注意到，鲁信创投参股的三只股 权投资基金合计持有蓝箭航天空间科技股份有限公司（简称"蓝箭航天"）0.89%股权，不过，公司表 示，股权穿透后对公司财务状况和经营成果影响较小。 回溯公告，2025年年内，鲁信创投参设3只基金，加码硬科技。据悉，鲁信创投已累计投资企业300余 家，90%以上的资金投资"硬科技"领域，过半项目为初创期和成长期企业，民营企业数量占比逾九成， 并先后助推44家企业登陆境内外主要资本市场。 股价5天大涨54.53% 航天概念大涨，鲁信创投继续涨停。 12月29日，鲁信创投再收涨停板。长江商报记者注意到，此前的12月24日至26日，鲁信创投三连板，12 月23日以来的5个交易日股价累计涨幅已达54.53%。 12月26日晚间，鲁信创投发布股票交易异常波动公告称，公司当前经营活动一切正常，市场环境与行业 政策未发生重大调整，内部经营秩序稳定。此次股价异动主要受市场情绪及热点概念带动，公司 ...

Industry News - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies will not be allowed to deduct advertising and promotional expenses from taxable income from January 1, 2026, to December 31, 2027 [3] - The People's Bank of China has introduced a plan to strengthen the management and service system for digital RMB, which will start paying interest on wallet balances at the rate of current deposits from January 1, 2026, marking a transition from "digital cash" to "digital deposit currency" [3] - The China Chain Store and Franchise Association reported that the market size of on-site food sales in supermarkets has exceeded 100 billion yuan [3] - The Asset Management Association of China reported that the total scale of public funds reached 37.02 trillion yuan by the end of November 2025, marking the eighth historical high this year [3] - The Southern Power Grid announced that the last unit of the pumped storage power station in Nanning, Guangxi, was put into operation on December 29, 2025, marking the full completion of Guangxi's first pumped storage power station [3] Company News - Ganfeng Lithium announced that it has been transferred to the procuratorate for prosecution due to suspected insider trading [5] - Kweichow Moutai announced that its controlling shareholder, Moutai Group, has completed a share buyback plan amounting to 3 billion yuan, with no increase in the market supply of Moutai 1935 in 2026 [6][6] - Longpan Technology announced that its subsidiary will reduce production for maintenance on some lithium iron phosphate production lines starting January 1, 2026 [6] - Unigroup Guowei announced plans to acquire controlling or all equity of Ruineng Semiconductor, with stock suspension [6] - ST Panda announced that it has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [6] - Haisheng Pharmaceutical announced that its invested company has completed the first patient enrollment for the Phase II clinical trial of the innovative drug NWRD06, targeting a specific liver cancer marker [6] - Tianjian Technology expects a negative net profit for 2025 and revenue below 300 million yuan, which may lead to a delisting risk warning [6] - Tianpu Co. announced no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholders [6] - Guodian Power announced a joint investment with CATL in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [6] - Hongwei Technology signed a strategic cooperation agreement with a leading domestic company in the transmission field to jointly research GaN power semiconductor devices [6] - 吉祥航空 plans to purchase 25 Airbus A320 series aircraft for 4.1 billion USD, with delivery scheduled between 2028 and 2032 [6][6] - Spring Airlines plans to purchase 30 Airbus A320neo series aircraft for no more than 4.128 billion USD [6][6] - Huazhi Co. announced the termination of the acquisition of 51% of Zhongke Huilian [6] - Wenkong Energy announced a stock suspension for investigation due to significant short-term price increases [6] - Roman Co. signed a contract for a computing power service project worth approximately 156 million yuan [6] - International Composite announced plans to invest 1.693 billion yuan in a project to produce 36 million meters of high-frequency high-speed electronic fiber cloth annually [6]

1、中柬泰三方抚仙会晤新闻公报发布。新闻公报称，2025年12月28日至29日，中柬泰外长和三国军队部门负责人在中国云南玉溪抚仙湖举行会晤。中 方欢迎柬泰12月27日边界总委员会第3次特别会议签署停火联合声明。三方强调，这符合柬泰两国人民的根本和长远利益，释放了正面积极信号，有利 于地区和平稳定，充分表明对话协商是解决复杂争端的现实有效途径。 2、国务院关税税则委员会发布《2026年关税调整方案》，将自2026年1月1日起实施。为增强国内国际两个市场两种资源的联动效应，扩大优质商品供 给，2026年对935项商品实施低于最惠国税率的进口暂定税率。 | | | | | 12月30日 交易提示 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 项目 | 代码简称 发行价 | | 市盘率 | 参考行业 市盈率 | 参考行业 | 总市值 | 主营 聚乙烯醇(PVA)、特种纤维、醋酸 | | 新股上市 | 双欣坏保 001369 | 6.85 | 16. 19 | 28. 75 | 化学原料和 化学制品制 造业 | 78.57亿 | 乙烯(VAC)、 ...

Company News - Ganfeng Lithium announced that it has been transferred to the procuratorial organ for review and prosecution due to suspected insider trading [6] - Kweichow Moutai announced that its controlling shareholder, Moutai Group, has cumulatively increased its stake in the company by 3 billion yuan, and this increase plan has been completed. The management stated that the market supply of Moutai 1935 will not increase in 2026 [6] - Longpan Technology announced that some production lines for lithium iron phosphate will undergo maintenance and reduction [7] - Unigroup Guowei announced plans to acquire controlling or all equity of Ruineng Semiconductor, with stock suspension [8] - ST Panda announced that it is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [9] - Haisheng Pharmaceutical announced that its invested company, innovative drug NWRD06 injection, has completed the enrollment of the first subject in Phase II clinical trials, marking the first treatment nucleic acid drug targeting liver cancer-specific target GPC3 to enter Phase II clinical stage globally [9] - Tianjian Technology announced that it expects a negative net profit for 2025 and operating income below 300 million yuan, which may lead to a delisting risk warning [10] - Tianpu Co., Ltd. announced that it has no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholders. It also announced the early convening of a board of directors election [10] - Guodian Power announced that its subsidiary will jointly invest in the Dadu River Danba Hydropower Station project with CATL and others, with a total dynamic investment of 15.273 billion yuan [10] - Hongwei Technology announced a strategic cooperation agreement with a leading domestic company in the transmission field, focusing on joint research on gallium nitride (GaN) power semiconductor devices [10] Industry News - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies' advertising and business promotion expenses will not be deductible when calculating taxable income, effective from January 1, 2026, to December 31, 2027 [4] - The People's Bank of China has issued an action plan to further strengthen the management service system and related financial infrastructure for digital renminbi, which will start paying interest on digital renminbi wallet balances at the rate of current deposits from January 1, 2026 [4] - The China Chain Store and Franchise Association reported that the market size of on-site food sales in supermarkets has exceeded 100 billion yuan [4] - The Asset Management Association of China reported that as of the end of November 2025, the total scale of public funds in China reached 37.02 trillion yuan, marking the eighth historical high this year [4] - The Guangxi Power Grid Company announced that the last unit of the pumped storage power station in Nanning, Guangxi, was put into operation on December 29, marking the full completion of Guangxi's first pumped storage power station [4]