商业航天概念
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大跳水!套利成功了!
Zhong Guo Ji Jin Bao· 2025-12-29 08:04
Market Overview - The precious metals market experienced significant volatility, with silver prices plummeting. The A-share market also saw a decline, with the Shanghai Composite Index achieving a nine-day winning streak before closing lower [1][10]. Silver Market Dynamics - Silver futures on the Shanghai Futures Exchange dropped over 2% at the close, with a high-level retreat exceeding 12%. Spot silver fell below $75 per ounce, with a decline of over 3% [3][4][6]. - Market analysts attribute the drop in silver prices to profit-taking and progress in peace negotiations between Trump and Zelensky regarding the potential end of the Russia-Ukraine war [7]. Performance of Precious Metals - Year-to-date, silver has surged by 181%, outperforming gold, which has risen by 72%. Factors driving silver's performance include its designation as a critical mineral by the U.S., tight supply, low inventory, and increased industrial and investment demand [7]. - Analysts suggest that if the next Federal Reserve chair adopts a dovish policy, gold could potentially reach $5,000 per ounce by next year, while silver may aim for $100 per ounce by 2026 if interest rates drop and industrial demand remains strong [7]. A-Share Market Performance - On December 29, the Shanghai Composite Index closed slightly higher, achieving a nine-day winning streak with a gain of 0.04%. The Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66%, respectively [10]. - A total of 1,995 stocks rose, while 3,332 stocks declined, indicating a mixed market sentiment [11]. Sector Highlights - The robotics sector remained active, with stocks like Upwind New Materials and Buke Co. hitting their daily limit and reaching new highs [13]. - The commercial aerospace sector continued its strong performance, with companies like China Satellite and Shenjian Co. also reaching their daily limit [15]. - The carbon fiber sector saw gains, with stocks such as Heshun Technology and Jilin Chemical Fiber hitting their daily limit [17]. - Digital currency-related stocks surged following the announcement of a new digital RMB management framework by the People's Bank of China, with companies like Yuyin Co. and Cuiwei Co. reaching their daily limit [19]. Declines in Specific Sectors - The lithium battery sector faced significant declines, with companies like Xinwangda and Hongyuan Pharmaceutical dropping over 10% [21].
大跳水!套利成功了!
中国基金报· 2025-12-29 08:01
Core Viewpoint - The precious metals market experienced significant volatility, with silver prices dropping sharply, while the A-share market saw a pullback despite a strong start, resulting in the Shanghai Composite Index achieving a nine-day winning streak [2][12]. Group 1: Silver Market Dynamics - On December 29, silver futures on the Shanghai Futures Exchange fell over 2% at the close, with a high-to-low drop exceeding 12% [4][6]. - Spot silver prices briefly fell below $75 per ounce, with a decline of over 3% reported [7]. - Analysts attribute the drop in silver prices to profit-taking and progress in peace negotiations between Trump and Zelensky regarding the Russia-Ukraine conflict, which has temporarily pressured gold and silver [8]. Group 2: Silver and Gold Performance - Year-to-date, silver has surged by 181%, outperforming gold, driven by factors such as being recognized as a critical mineral by the U.S., tight supply, low inventories, and increased industrial and investment demand [8]. - Gold has also seen a significant increase of 72% this year, with multiple historical highs reached, influenced by expectations of further U.S. interest rate cuts, geopolitical tensions, strong central bank demand, and rising ETF holdings [8]. - Analysts suggest that if the next Federal Reserve chair adopts a dovish policy, gold could potentially reach $5,000 per ounce by next year, while silver may aim for $100 per ounce by 2026 if interest rates drop and industrial demand remains strong [8]. Group 3: A-share Market Overview - On December 29, the Shanghai Composite Index closed slightly higher, achieving a nine-day winning streak with a gain of 0.04%, while the Shenzhen Component and ChiNext Index fell by 0.49% and 0.66%, respectively [12]. - A total of 1,995 stocks rose, with 87 hitting the daily limit, while 3,332 stocks declined [13]. Group 4: Sector Performance - The commercial aerospace sector continued to show strength, with stocks like China Satellite and Shenjian Co. hitting the daily limit [15]. - Robotics sector stocks remained active, with companies such as Awei New Materials and Buke Co. reaching their daily limit and achieving new highs [16]. - The carbon fiber sector also saw gains, with stocks like Heshun Technology and Jilin Chemical Fiber hitting the daily limit [18]. - Digital currency concept stocks surged, with Yuyin Co. and Cuiwei Co. reaching their daily limit following the announcement of a new digital RMB management framework by the People's Bank of China [20].
收评:沪指微涨0.04% 机器人概念、数字货币概念等涨幅居前
Jing Ji Wang· 2025-12-29 07:55
Market Overview - The Shanghai Composite Index closed at 3965.28 points, with a slight increase of 0.04%, and a trading volume of 903.82 billion yuan [1] - The Shenzhen Component Index closed at 13537.10 points, down by 0.49%, with a trading volume of 1235.52 billion yuan [1] - The ChiNext Index closed at 3222.61 points, decreasing by 0.66%, with a trading volume of 537.97 billion yuan [1] Sector Performance - The robotics sector showed strong performance, with companies like Wuzhou Xinchun and Tianqi Co., Ltd. hitting the daily limit [1] - The commercial aerospace sector continued its strong trend, with China Satellite achieving four consecutive trading limits [1] - The digital currency sector was active, with Cuiwei Co., Ltd. hitting the daily limit and Lakala rising over 12% [1] - The carbon fiber sector saw significant gains, with Heshun Technology hitting a 20% daily limit, along with Shenjian Co., Ltd. and Jilin Chemical Fiber also reaching their daily limits [1] Other Notable Sectors - The oil, diversified finance, aerospace, wind power, and photovoltaic sectors were among the top gainers [1] - Conversely, the energy metals, battery, pharmaceutical retail, commercial retail, brewing, and lithium mining sectors experienced declines [1]
12月29日涨停分析
Xin Lang Cai Jing· 2025-12-29 07:39
转自:智通财经 【12月29日涨停分析】智通财经12月29日电,今日全市场共72股涨停,连板股总数18只,26股封板未 遂,封板率为73%(不含ST股、退市股)。焦点股方面,实控人变更的胜通能源12连板、嘉美包装9连 板、锋龙股份4连板,商业航天概念股神剑股份8连板、中国卫星4连板、鲁信创投4连板、大业股份4连 板。 ...
沪指9连阳,数字货币爆发,拉卡拉涨超12%,国投白银LOF午后再跳水
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-29 07:35
12月29日,A股三大指数涨跌不一,沪指微涨走出九连阳,创业板指一度跌超1%,截至收盘,沪指涨0.04%,深成指跌0.49%,创业板指跌0.66%。全市场 成交额约2.16万亿,较上一个交易日缩量234亿,超3300只个股下跌。 从板块来看,机器人概念午后反复活跃,步科股份20cm涨停创历史新高,五洲新春(603667)、模塑科技(000700)等多股涨停。商业航天概念延续强 势,神剑股份(002361)8连板,金风科技(002202)、雷科防务(002413)等十余股涨停。碳纤维概念表现活跃,吉林化纤(000420)、和顺科技 (301237)双双涨停。 下跌方面,电池、乳业、电力等板块跌幅居前。其中电池概念午后震荡下挫,华盛锂电跌超7%。电力板块持续走弱,国电电力(600795)跌近8%。 数字货币概念午后走强 午后数字货币概念快速拉升,截至收盘,翠微股份(603123)涨停,拉卡拉(300773)涨超12%,四方精创(300468)、恒宝股份(002104)等跟涨。 国投瑞银指出,白银价格受美元走势、地缘政治、美联储政策等多重因素影响。假设投资者在场内以2.83元高价买入,若白银价格下跌,带动基金净值从 ...
沪指9连阳,数字货币爆发,拉卡拉涨超12%,国投白银LOF午后再跳水
21世纪经济报道· 2025-12-29 07:34
Market Overview - On December 29, A-shares showed mixed performance with the Shanghai Composite Index slightly up by 0.04%, while the Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66% respectively. The total market turnover was approximately 2.16 trillion yuan, a decrease of 23.4 billion yuan compared to the previous trading day, with over 3,300 stocks declining [1]. Sector Performance - The robotics sector was notably active in the afternoon, with companies like Boke Co., Ltd. hitting the daily limit and reaching historical highs. Other stocks in the commercial aerospace sector also performed well, with Shenjian Co. achieving an eight-day limit up streak [2]. - The digital currency sector saw a strong rally in the afternoon, with stocks like Cuiwei Co. hitting the daily limit and Lakala rising over 12% [3]. - Conversely, the battery, dairy, and power sectors experienced significant declines, with the battery sector seeing Huasheng Lithium Battery drop over 7% and the power sector, particularly Guodian Power, falling nearly 8% [2]. Digital Currency Developments - The People's Bank of China announced an action plan to enhance the management and service system for digital currency, set to be implemented on January 1, 2026. Key highlights include interest payments on digital yuan wallet balances and the inclusion of digital yuan in the reserve requirement framework for banking institutions [4][5]. Fund Market Activity - The Guotou Silver LOF fund, which focuses on silver futures, exhibited extreme volatility on December 29, initially hitting a limit down before surging to a high of 2.776 yuan, ultimately closing at 2.543 yuan, reflecting a slight increase of 0.75% [6]. - The fund manager previously cautioned that the fund is intended for long-term silver asset allocation rather than short-term speculation, highlighting risks associated with valuation corrections and net asset value declines [8].
超3300只个股下跌
第一财经· 2025-12-29 07:31
作者 | 一财阿驴 12月29日,A股三大指数全天弱势震荡,截至收盘,沪指涨0.04%,深成指跌0.49%,创业板指跌 0.66%。 2025.12. 29 本文字数:678,阅读时长大约2分钟 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | AN | 3965.28 c | 1.60 | 0.04% | | 399001 | 深证成指 | North | 13537.10 c | -66.80 | -0.49% | | 399006 | 创业板指 | 140 | 3222.61 с | -21.26 | -0.66% | 盘面上,碳纤维概念股表现强势,商业航天、人形机器人题材反复活跃。锂电池产业链下挫,零售股 大幅回调,海南自贸区、SPD、跨境电商、贵金属题材跌幅靠前。 | 代有马 | 名称 | 辑《唱歌 | HARRY | | --- | --- | --- | --- | | 920077 | 吉林碳谷 | +23.65% | 18.30 | | 301237 | 和顺利野 ...
A股收评:三大指数涨跌不一,沪指9连阳创业板指跌0.66%北证50跌0.45%,化纤、商业航天及机器人板块走高!超3300股下跌,成交2.16万亿缩量234亿
Ge Long Hui· 2025-12-29 07:29
| 上证指数 深证成指 | 北证50 | | --- | --- | | 3965.28 13537.10 1456.45 | | | +1.60 +0.04% -66.80 -0.49% -6.59 -0.45% | | | 科创50 创业板指 | 万得全A | | 1346.32 3222.61 | 6413.01 | | +0.49 +0.04% -21.26 -0.66% -18.53 -0.29% | | | 沪深300 中证500 中证A500 | | | 4639.37 1 7430.61 5640.76 | | | -17.87 -0.38% -28.22 -0.38% -27.06 -0.48% | | | 中证1000 中证2000 中证红利 | | | 7594.16 3205.93 | 5501.74 | | -11.37 -0.15% -0.58 -0.02% -12.01 -0.22% | | | 行业板块 它 | | | 涨幅榜 资金净流入 | 5日涨幅榜 | | 化纤行业 林木 | 石油天然气 | | +3.93% +3.64% | +2.51% | | 燃气 多元金融 | 发 ...
沪指九连阳微涨,商业航天概念持续走强
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-29 07:28
| 行情 资金净流入 | 涨跌分布 | | --- | --- | | 上证指数 深证成指 | 科创综指 | | 13538.89 3965.43 | 1638.46 | | +1.75 +0.04% -65.00 -0.48% +4.17 +0.25% | | | 万得全A 创业板指 | 北证50 | | 6413.93 3223.43 | 1456.96 | | -17.61 -0.27% -20.45 -0.63% -6.07 -0.42% | | | 沪深300 中证500 | 中证A500 | | 4639.49 7431.75 | 5641.21 | | -17.75 -0.38% -27.09 -0.36% -26.61 -0.47% | | | 中证1000 深证100 | 中证红利 | | 7597.82 5850.84 | 5502.33 | | -7.71 -0.10% -29.53 -0.50% | -11.42 -0.21% | | 万得全A涨跌分布 | | | 跌3314 | 涨2005 | | 成交额2.14万亿 | 预测成交额2.16万亿,缩194亿 | | 行情 | 涨跌分布 ...
A股收评:9连阳!沪指涨0.04%,商业航天、PEEK材料强势
Ge Long Hui· 2025-12-29 07:26
A股三大指数今日集体走弱,沪指尾盘翻红;截至收盘,沪指涨0.04%报3965点录得9连阳,打破今年以来的最长连阳纪录,深证成指跌0.49%, 创业板指跌0.66%。全市场成交额2.16万亿元,较前一交易日缩量234亿元,超3300股下跌。 | 1 1177 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3965.28 | +7.60 | +0.04% | | 399001 | 深证成指 | 13537.10 -66.79 | | -0.49% | | 900666 | 创业板指 | 3222.61 | -21.27 | -0.66% | 盘面上,碳纤维、化纤板块走高,神剑股份、华鼎股份涨停;商业航天概念延续强势,中国卫星涨停;机器人板块活跃,五洲新春涨停;PEEK 材料板块拉升,恒勃股份20CM涨停;数字货币、石油、多元金融及风电设备等板块涨幅居前。另外,锂矿概念下挫,欣旺达跌逾11%;医药商 业板块走弱,漱玉平民跌超18%;氟化工板块回调,漱玉平民跌逾8%;乳业、电池及电力等板块跌幅居前。 | 行业热力图 Y ...