Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [7]. Core Insights - The dairy industry is experiencing a decline in demand, with raw milk prices expected to stabilize by the second half of 2025 due to mild capacity reduction upstream and policy support [4]. - The yogurt market is shifting from ambient to chilled products, with significant declines in ambient yogurt sales [2]. - The snack retail sector is seeing a rise in head brands' bargaining power, with a focus on efficiency and detailed management as competition intensifies [65]. Summary by Sections Dairy Industry - Raw milk prices have decreased from 4.12 yuan/kg in January 2023 to 3.11 yuan/kg in December 2023, with a projected stabilization in 2025H2 [4]. - The dairy product output in November 2024 is expected to be 2.467 million tons, a 4% year-on-year decrease [4]. Yogurt Market - The market share of high-share ambient pure milk has decreased by 6.64%, and ambient yogurt has seen a 16% decline, while chilled yogurt has grown by 16% [2]. Snack Retail Sector - The snack retail market is projected to grow from 80.9 billion yuan in 2023 to 154.7 billion yuan by 2027, with a CAGR of 18% [65]. - The competitive landscape is shifting towards efficiency and detailed management, with a focus on optimizing product categories and increasing private labels [65]. Beverage Industry - The functional beverage segment continues to show growth potential, with significant new product launches in the ready-to-drink tea and sports drink categories [79]. - The market for sugar-free beverages is expected to reach 57.05 billion yuan in 2024, with a year-on-year growth of 42.06% [87].

Industry Focus - The electronics, mechanical equipment, and pharmaceutical industries received the highest frequency of institutional research this week [1] - The power equipment and textile industries saw increased attention [1] - The automotive parts, semiconductor, and general equipment sectors ranked top three in institutional focus [4] - The components and chemical pharmaceutical industries also gained more institutional attention [4] Company Performance - Kstar's data center business accounts for over half of its overall business, with stable growth, consistent gross margins, and strong profitability [2] - Founder Technology has mass-produced PCB products for 10G-100G-200G-400G-800G optical modules and is capable of mass-producing PCB products for 1.6T connectors and optical modules [3] - Kotech Power's generator products are widely used in communication rooms, data centers, power, and high-end manufacturing fields, with good demand for data center construction and backup power [5] Market Activity - Data center power and optical module concept stocks were active this week [2][3] - Kstar's stock closed at the daily limit on Thursday [2] - Founder Technology's stock closed at the daily limit on Thursday [3] - Kotech Power's stock closed at the daily limit on Thursday [5] Institutional Research - A total of 158 listed companies in the Shanghai and Shenzhen stock markets received institutional research this week [1] - Jereh received the most research visits, totaling 4 times [6] - Guanghe Technology, Autel, and Liande ranked top three in institutional visits, with 152, 94, and 76 visits respectively [6]

Group 1 - The F5G concept sector experienced a decline of 1.38%, ranking among the top losers in the concept sector as of the market close on December 27 [1] - Within the F5G sector, notable declines were observed in companies such as Ruisi Kanda and Cambridge Technology, while stocks like Bochuang Technology, Tongyu Communication, and Chunqiu Electronics saw increases of 4.62%, 4.48%, and 2.72% respectively [1] - The F5G sector faced a net outflow of 3.55 billion yuan in principal funds, with 25 stocks experiencing net outflows, and 12 stocks seeing outflows exceeding 100 million yuan [1] Group 2 - The company with the highest net outflow was Guangxun Technology, with a net outflow of 571 million yuan, followed by Zhongji Xuchuang and Jinxin Nuo with outflows of 538 million yuan and 513 million yuan respectively [1] - Conversely, the stocks with the highest net inflows included Chunqiu Electronics, Feiling Kesi, and Tiandi Technology, with net inflows of 28.24 million yuan, 19.48 million yuan, and 11.54 million yuan respectively [1]

AI服务器电源概念股麦格米特遭机构卖出1.64亿 ; 液冷服务器概念股英维克遭机构卖出 2.21亿，同时获机构买入1.28亿；岭南股份遭机构卖出超7000万。 铜缆高速连接概念股博创科技获三家一线游资席位合计买入超2.4亿;上海凤凰遭广发证 合 作 联 系 | --- | --- | --- | --- | |--------|----------|----------|-----------------------------------------| | | | | | | 002130 | 沃尔核材 | 10. 00% | 三家机构买入2.12亿,一家机构卖出3265万 | | 002449 | 国星光电 | -8. 07% | 三家机构买入1. 46亿 | | 002335 | 科华数据 | 10. 01% | 三家机构买入6763万 | | 301536 | 星宸科技 | 17.96% | 三家机构买入6631万,一家机构卖出2907万 | | 000595 | 宝塔实业 | 7. 58% | 三家机构买入3481万 | | 688521 | 芯原股份 | 16. 48% | 两家机构买入1.45亿 ...

财联社12月26日讯，今日96股涨停，24股炸板，封板率为80%，实益达6连板，电光科技5连板，景兴纸 业、吉华集团、福龙马3连板，中百集团19天11板，潍柴重机5天4板，麦格米特、露笑科技9天4板，瑞 芯微、宝胜股份、华脉科技、得润电子6天3板。沪深两市全天成交额1.27万亿，较上个交易日缩量88 亿，成交额续创阶段新低。盘面上，题材板块相对活跃，中小盘股普涨，全市场超3600只个股上涨，逾 百股涨停或涨超10%。板块方面，铜缆高速连接、CPO、液冷服务器、AI眼镜等板块涨幅居前，西藏、 电力、银行、港口等板块跌幅居前。截至收盘，沪指涨0.14%，深成指涨0.67%，创业板指涨0.39%。 连板股晋级率回升至41.6%，连板最高标实益达一字涨停晋级6连板，电光科技以"地天板"形式实现4进 5，昨日地天板的中百集团直接开盘一字涨停，带动市场短线情绪显著修复。近期持续退潮的前期人气 股的亏钱效应也得到一定改善，昨日跌停的露笑科技反包涨停，此前3连跌停的宝塔实业盘中一度上 演"地天板"，此前2连跌停的国华网安尾盘也一度逼近涨停。此外随着微盘股指数今日止跌反弹，ST板 块并未受到*ST卓朗将被实施重大违法强制退市的 ...

今日涨跌幅居前的概念板块 资金面上看，今日铜缆高速连接概念板块获主力资金净流入31.01亿元，其中，19股获主力资金净流 入，10股主力资金净流入超亿元，净流入资金居首的是露笑科技，今日主力资金净流入7.04亿元，净流 入资金居前的还有沃尔核材、立讯精密、金信诺等，主力资金分别净流入6.22亿元、4.04亿元、3.24亿 元。 铜缆高速连接概念资金流入榜 主力资金、资金流向、概念资金流向、热门概念、资金流出、板块资金流入、板块资金流出、流入、流 出、资金 截至12月26日收盘，铜缆高速连接概念上涨8.95%，位居概念板块涨幅第1，板块内，34股上涨，金信 诺、博创科技、兆龙互连等20%涨停，鑫科材料、沃尔核材、露笑科技等涨停，瑞可达、太辰光、鼎通 科技等涨幅居前，分别上涨15.14%、14.64%、11.83%。 资金流入比率方面，华脉科技、铭普光磁、宝胜股份等流入比率居前，主力资金净流入率分别为 57.30%、48.69%、37.99%。（数据宝） 主力资金、超级复盘 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

今日涨跌幅居前的概念板块 资金流入比率方面，华脉科技、铭普光磁、兆驰股份等流入比率居前，主力资金净流入率分别为 57.30%、48.69%、41.62%。（数据宝） 主力资金、超级复盘 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 截至12月26日收盘，F5G概念上涨5.39%，位居概念板块涨幅第2，板块内，32股上涨，金信诺、博创科 技等20%涨停，铭普光磁、华脉科技、兆驰股份等涨停，德科立、华工科技、新亚电子等涨幅居前，分 别上涨14.75%、7.79%、7.48%。跌幅居前的有瑞斯康达、上港集团、天地科技等，分别下跌4.91%、 0.99%、0.16%。 资金面上看，今日F5G概念板块获主力资金净流入21.18亿元，其中，28股获主力资金净流入，10股主 力资金净流入超亿元，净流入资金居首的是兆驰股份，今日主力资金净流入4.69亿元，净流入资金居前 的还有中际旭创、金信诺、博创科技等，主力资金分别净流入3.95亿元、3.24亿元、3.00亿元。 F5G概念资金流入榜 主力资金、资金流向、概念资金流向、热门概念、资金流出、板块资金流入、板块资金流出、流入、流 出、资金 ...

两市半日逾4000只个股上涨。 盘面上看，铜缆高速连接概念大涨，个股现涨停潮；光通信、CPO、高压快充等涨幅居前，保险、银行 下跌。 证券时报e公司讯，12月26日早盘，三大指数震荡上行，个股多数上涨，微盘股指数反弹涨逾2%；截至 午间收盘，沪指涨0.06%，深证成指涨0.77%，创业板指涨0.71%。 ...

资金面上看，今日存储芯片概念板块获主力资金净流入40.71亿元，其中，50股获主力资金净流入，12 股主力资金净流入超亿元，净流入资金居首的是上海贝岭，今日主力资金净流入15.51亿元，净流入资 金居前的还有盈方微、长电科技、佰维存储等，主力资金分别净流入3.77亿元、2.39亿元、2.36亿元。 今日涨跌幅居前的概念板块 存储芯片概念资金流入榜 截至12月20日收盘，存储芯片概念上涨3.09%，位居概念板块涨幅第7，板块内，79股上涨，灿芯股份 20%涨停，盈方微、上海贝岭、航锦科技等涨停，华岭股份、气派科技、利尔达等涨幅居前，分别上涨 10.18%、6.89%、6.81%。跌幅居前的有博杰股份、怡亚通、深南电路等，分别下跌5.62%、0.60%、 0.55%。 资金流入比率方面，盈方微、上海贝岭、航锦科技等流入比率居前，主力资金净流入率分别为 45.93%、30.79%、26.76%。（数据宝） ...

资金面上看，今日AI眼镜概念板块获主力资金净流入29.73亿元，其中，50股获主力资金净流入，12股 主力资金净流入超亿元，净流入资金居首的是国光电器，今日主力资金净流入7.10亿元，净流入资金居 前的还有歌尔股份、水晶光电、佰维存储等，主力资金分别净流入5.96亿元、3.14亿元、2.36亿元。 AI眼镜概念资金流入榜 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 今日涨跌幅居前的概念板块 资金流入比率方面，亿道信息、华灿光电、天键股份等流入比率居前，主力资金净流入率分别为 48.83%、39.57%、32.39%。（数据宝） 主力资金、资金流向、概念资金流向、热门概念、资金流出、板块资金流入、板块资金流出、流入、流 出、资金 主力资金、超级复盘 截至12月20日收盘，AI眼镜概念上涨3.66%，位居概念板块涨幅第3，板块内，77股上涨，天键股份、 华灿光电等20%涨停，宝鹰股份、亿道信息、瑞芯微等涨停，云天励飞、星星科技、博士眼镜等涨幅居 前，分别上涨15.26%、8.02%、7.78%。跌幅居前的有鹏鼎控股、中科创达、TCL科技等，分别下跌 2.76%、2.00%、1.93%。 ...