1月6日，金龙汽车盘中上涨2.15%，截至09:38，报17.58元/股，成交3694.59万元，换手率0.30%，总市 值126.06亿元。 资金流向方面，主力资金净流入42.07万元，特大单买入0.00元，占比0.00%，卖出207.39万元，占比 5.61%；大单买入442.22万元，占比11.97%，卖出192.76万元，占比5.22%。 金龙汽车今年以来股价跌0.90%，近5个交易日涨3.17%，近20日涨7.20%，近60日涨36.81%。 机构持仓方面，截止2025年9月30日，金龙汽车十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股259.03万股，相比上期减少115.04万股。 责任编辑：小浪快报 金龙汽车所属申万行业为：汽车-商用车-商用载客车。所属概念板块包括：福建国资、无人驾驶、燃料 电池、福建自贸区、融资融券等。 截至9月30日，金龙汽车股东户数6.12万，较上期减少5.02%；人均流通股11706股，较上期增加5.28%。 2025年1月-9月，金龙汽车实现营业收入163.29亿元，同比增长13.40%；归母净利润2.47亿元，同比增长 223.71%。 分红方面，金 ...

证券研究报告 2026 年 1 月 5 日 星期一 【A 股市场大势研判】 创业板指 2025 年全年大涨近 50% 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3968.84 | 0.09% | 3.72 | | | 深证成指 | 13525.02 | -0.58% | -79.04 | | | 沪深 300 | 4629.94 | -0.46% | -21.34 | | | 创业板 | 3203.17 | -1.23% | -39.73 | | | 科创 50 | 1344.20 | -1.15% | -15.67 | | | 北证 50 | 1440.43 | -0.70% | -10.21 | | 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万一级涨幅前五 | | | 申万一级跌幅前五 | 热点板块 n | 涨幅前五 | 热点板块跌幅前五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 国防军工 | ...

来源：新浪证券-红岸工作室 12月31日，海通发展跌2.03%，成交额1.93亿元，换手率5.74%，总市值111.75亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 区间今日近3日近5日近10日近20日主力净流入-636.27万-2175.96万-1.22亿-7159.87万-1.48亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.38亿，占总成交额的6.59%。 技术面：筹码平均交易成本为12.70元 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之 ...

Core Viewpoint - Xiamen Port Development Co., Ltd. experienced a decline of 5.70% in stock price on December 31, with a trading volume of 776 million yuan and a market capitalization of 9.695 billion yuan [1] Company Overview - The company primarily engages in the handling of bulk cargo at terminals, comprehensive logistics services, and commodity trading, being the largest comprehensive logistics service provider in the Xiamen Port area [2] - It possesses scarce resources such as bulk cargo terminals and a complete logistics service chain, forming an effective logistics service system that integrates domestic and foreign trade routes [2][3] - The company is located at 31 Donggang North Road, Huli District, Xiamen, Fujian Province [3] Business Operations - The company covers all aspects of cargo movement in and out of the port, creating a complete port comprehensive logistics service supply chain [3] - It operates the strongest international shipping agency in Southeast China, the largest bulk cargo handling terminal in the province, and the only domestic container handling terminal in Xiamen [3] - The company has established friendly port relationships with 11 ports, including Port Klang in Malaysia and Miami Port in the USA, since the Belt and Road Initiative [3] Financial Performance - For the period from January to September 2025, the company achieved an operating income of 16.612 billion yuan, a year-on-year decrease of 7.67%, while the net profit attributable to shareholders increased by 3.12% to 196 million yuan [8] - The main business revenue composition includes 89.43% from comprehensive supply chain services, 5.65% from port supporting services, and 4.59% from terminal handling and storage [7] Market Activity - The company has seen a net outflow of 74.6129 million yuan from major funds today, with a continuous reduction in major fund positions over the past three days [4][5] - The average trading cost of the stock is 13.86 yuan, with the current stock price near a support level of 12.91 yuan [6]

Core Viewpoint - The stock of Min Dong Power has shown significant volatility, with a year-to-date increase of 44.31% but a recent decline in the last five and twenty trading days, indicating potential market fluctuations and investor sentiment changes [1][2]. Group 1: Stock Performance - As of December 31, Min Dong Power's stock price rose by 2.21% to 12.05 CNY per share, with a trading volume of 1.45 billion CNY and a turnover rate of 2.78%, resulting in a total market capitalization of 55.18 billion CNY [1]. - Year-to-date, the stock has increased by 44.31%, but it has decreased by 5.64% over the last five trading days and 13.56% over the last twenty trading days [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on November 11, where it recorded a net buy of -112 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Min Dong Power reported a revenue of 490 million CNY, reflecting a year-on-year growth of 8.81%, and a net profit attributable to shareholders of 151 million CNY, which is a 32.38% increase compared to the previous year [2]. - Cumulatively, the company has distributed 246 million CNY in dividends since its A-share listing, with 91.59 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of December 10, 2025, the number of shareholders for Min Dong Power reached 57,500, an increase of 12.37% from the previous period, while the average circulating shares per person decreased by 11.01% to 7,649 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 2.4865 million shares, an increase of 959,800 shares from the previous period [3].

Core Viewpoint - Xiamen Port Authority's stock has experienced significant fluctuations, with a year-to-date increase of 90.92% but a recent decline of 5.21% over the past five trading days [2]. Financial Performance - For the period from January to September 2025, Xiamen Port Authority reported a revenue of 16.612 billion yuan, a year-on-year decrease of 7.67%, while the net profit attributable to shareholders was 196 million yuan, reflecting a year-on-year increase of 3.12% [3]. - The company has distributed a total of 1.004 billion yuan in dividends since its A-share listing, with 240 million yuan distributed over the past three years [4]. Stock Market Activity - On December 31, Xiamen Port Authority's stock price fell by 2.89%, trading at 13.46 yuan per share, with a total market capitalization of 9.985 billion yuan [1]. - The stock has been active on the market, appearing on the "龙虎榜" (top trading list) twice this year, with the most recent appearance on December 9 [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Xiamen Port Authority was 41,800, a decrease of 20.04% from the previous period, while the average circulating shares per person increased by 25.06% to 17,738 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 5.931 million shares, an increase of 2.1053 million shares from the previous period [4]. Business Overview - Xiamen Port Authority, established on April 21, 1999, and listed on April 29, 1999, primarily engages in cargo handling and related logistics services, with its main business revenue composition being 89.43% from comprehensive supply chain services, 5.65% from port support services, and 4.59% from cargo handling and storage [3].

截至9月30日，达华智能股东户数9.81万，较上期减少1.98%；人均流通股11155股，较上期增加2.02%。 2025年1月-9月，达华智能实现营业收入13.30亿元，同比减少8.66%；归母净利润-1.03亿元，同比减少 276.37%。 分红方面，达华智能A股上市后累计派现1.39亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流出1.24亿元，特大单买入5847.35万元，占比5.43%，卖出1.09亿元，占比 10.15%；大单买入1.52亿元，占比14.11%，卖出2.25亿元，占比20.87%。 达华智能今年以来股价涨35.44%，近5个交易日涨7.90%，近20日涨6.82%，近60日涨72.58%。 今年以来达华智能已经11次登上龙虎榜，最近一次登上龙虎榜为12月11日，当日龙虎榜净买入1014.93 万元；买入总计2.37亿元 ，占总成交额比13.51%；卖出总计2.27亿元 ，占总成交额比12.94%。 资料显示，福州达华智能科技股份有限公司位于福建省福州市鼓楼区软件大道89号福州软件园G区17号 楼，成立日期1993年8月10日，上市日期2010年12月3日，公司主营业务 ...

12月29日，雪人集团盘中下跌3.64%，截至09:35，报19.84元/股，成交6.29亿元，换手率4.85%，总市值 153.28亿元。 分红方面，雪人集团A股上市后累计派现7442.04万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，雪人集团十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股836.23万股，相比上期减少601.06万股。 今年以来雪人集团已经40次登上龙虎榜，最近一次登上龙虎榜为12月26日，当日龙虎榜净买入-476.65 万元；买入总计4.70亿元 ，占总成交额比7.51%；卖出总计4.75亿元 ，占总成交额比7.59%。 资料显示，福建雪人集团股份有限公司位于福建省福州市长乐区闽江口工业区洞江西路，成立日期2000 年3月9日，上市日期2011年12月5日，公司主营业务涉及制冰设备及制冰系统业务包括制冰、储冰、送 冰设备及系统的研发、生产及销售。生产运行维护、仪表与控制系统维护、LNG生产、电气维护、脱 硫及硫磺回收、压缩机维护等多项专业化技术服务。中央空调系统的安装、销售及运维服务,提供冰蓄 冷、IDC机房温控、冷藏冷冻库、地源热泵、中央空 ...

12月29日，平潭发展盘中上涨2.63%，截至09:35，报15.23元/股，成交10.47亿元，换手率3.61%，总市 值294.21亿元。 资金流向方面，主力资金净流出4097.06万元，特大单买入3771.69万元，占比3.60%，卖出5444.68万 元，占比5.20%；大单买入1.17亿元，占比11.14%，卖出1.41亿元，占比13.45%。 平潭发展今年以来股价涨430.66%，近5个交易日涨18.06%，近20日涨33.95%，近60日涨358.73%。 今年以来平潭发展已经24次登上龙虎榜，最近一次登上龙虎榜为12月19日，当日龙虎榜净买入2.63亿 元；买入总计6.77亿元 ，占总成交额比10.36%；卖出总计4.14亿元 ，占总成交额比6.34%。 资料显示，中福海峡(平潭)发展股份有限公司位于福建省福州市鼓楼区五四路159号世界金龙大厦23 层，成立日期1993年9月8日，上市日期1996年3月27日，公司主营业务涉及造林营林、林木产品加工与 销售、贸易业务、与平潭综合实验区开放开发的有关业务。主营业务收入构成为：纤维板销售 42.75%，商品房销售36.79%，农资贸易流通13.81 ...

来源：新浪证券-红岸工作室 12月25日，海通发展跌1.69%，成交额4.50亿元，换手率12.55%，总市值118.62亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之一。境内沿海运输方面，公司主要运输的货 物为煤炭，现已成为环渤海湾到长江口岸的进江航线中煤炭运输货运量最大的民营航运企业之一，同时 积极拓展铁矿、水渣等其他干散货物的运输业务。 5、根据2024年年报，公司海外营收占比为65.04%，受益于人民币贬值。 ...