2025.12. 26 本文字数：763，阅读时长大约1分钟 作者 | 一财 阿驴 09:28 向日葵跌超16%，深交所对公司下发关注函，要求公司核实并说明兮璞材料产能分布情况， 漳州工厂、兰州工厂的实际情况等。 | | 5.95 -1.18 -16.55% | | | | 向日葵 立即 300111 交易 | | | --- | --- | --- | --- | --- | --- | --- | | | SZSE CNY 9:25:00 休市 查看L2全景 | | | 疑似减持受限通 / 0 + | | | | 委北 | 97.49% 委差 | 27767 | | Wind ESG评级 B | | 详情 | | 菜 | 6.18 | 201 | रेस | 83.64% 120日 | 71.97% | | | 卖四 | 6.15 | 22 | 5日 | -16.43% 250日 | 68.08% | | | ズニ | 6.12 | 3 | 20日 | -18.83% 52周高 | 10.28 | | | 卖二 | 6.00 | 122 | 60日 | -33.89% 52周低 | | 2.33 | | ...

Group 1: Market Overview - The Shanghai Composite Index recorded a 7-day rising streak, closing up 0.47%, while the Shenzhen Component and ChiNext Index also saw gains of 0.33% and 0.3% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.92 trillion, an increase of 44.3 billion from the previous trading day [1] - Active sectors included commercial aerospace, robotics, semiconductor supply chain, and paper manufacturing, while precious metals, Hainan, and energy metals faced declines [1] Group 2: Mining Sector Insights - Huatai Securities expressed optimism about the trend of mining service and equipment companies transitioning towards mining development, driven by high metal prices [2] - The transition models include equity participation, control, and EPC+O models, which are expected to become significant forces in mining development [2] - Smaller mining owners are motivated to develop but face financial and technical constraints, creating opportunities for mining service companies to assist in development [2] Group 3: Medical Device Sector Strategy - Guojin Securities highlighted that the investment strategy for the medical device sector in 2026 will focus on overseas expansion and innovation [3] - Key areas of interest include companies leading in overseas market expansion, those with strong product innovation capabilities, and those that have mitigated domestic pricing pressures [3] - Specific recommendations include leaders in digestive endoscope consumables, home medical devices with strong brand presence, and differentiated cardiovascular intervention products [3] Group 4: Photovoltaic Sector Outlook - CICC noted that the photovoltaic sector is expected to see marginal improvements in supply-demand relationships by 2026, with leading companies likely to turn losses into profits [4] - The challenges in photovoltaic consumption are prompting domestic electricity market reforms and the development of adjustable power sources, with energy storage benefiting from both domestic and international market conditions [4]

人形机器人板块指数日K线图 张大伟 制图 ◎记者 李雨琪 12月25日，A股市场继续稳步上扬。截至收盘，上证指数报3959.62点，涨0.47%，录得日线七连阳；深 证成指报13531.41点，涨0.33%，录得日线五连阳；创业板指报3239.34点，涨0.30%。沪深北三市全天 成交19439亿元，较上个交易日放量467亿元。 盘面上，全市场超3700只个股上涨，市场风格呈现强者恒强态势。商业航天概念再掀涨停潮，昊志机 电、超捷股份、广联航空收获20%幅度涨停。人形机器人概念同样强势，天奇股份、浙江荣泰等多只个 股涨停。此外，白酒、造纸、保险板块涨幅领先。 国元证券研报表示，2025年成为全球人形机器人由"技术展示期"迈向"产品化与订单验证期"的关键一 年，国内外路径呈现明显分化。展望2026年，投资机会将围绕整机、关键零部件与核心模组、进化演进 路径方向三条主线展开。 把握景气度与产业发展两大逻辑 近期，商业航天板块热度飙升。多家A股上市公司回应相关业务进展情况。广联航空近日在接受机构调 研时表示，公司近期与文昌国际航天城签约合作，有望深度接入区域"火箭链、卫星链、数据链"产业生 态，打通"研发—制造—应 ...

12月25日，市场午后走强，沪指低开高走录得7连阳，全市场成交额达1.94万亿元，较上日放量超400亿元，超3700只个股上涨，盘面上，商业航天概念 持续活跃，机器人板块大幅拉升。截至收盘，中证A500指数上涨0.3%，沪深300指数上涨0.2%，创业板指数上涨0.3%，上证科创板50成份指数下跌0.2%。 港股大盘宽基:恒生中国企业ET � 该指数 创业板大儒宽基:创业板ETF 低 跟踪创业板指数 该指数由创业板中市值大、 流动性好的100只股票组成, 战略新兴产业占比较高，电 力设备、通信、电子行业合 计占比近60% 科创板大盘宽基:科创板50ETF 佩 跟踪上证科创板50成份指数 该指数由科创板中市值大、流 动性好的50只股票组成,"硬 科技"龙头特征显著,半导体 占比超65%，与医疗器械、软 件开发、光伏设备行业合计占 比近80% � 该指数 每日经济新闻 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请 读者仅作参考，并请自行承担全部责任。邮箱：news_center@st ...

Group 1 - Multiple A500 ETFs have seen significant inflows, with the largest A500 ETF, Huatai-PB (563360), reaching a historical high for 11 consecutive trading days from December 10 to December 24 [3][4] - The A500 ETFs, including Huatai-PB (563360), A500 ETF Fund (512050), and others, have collectively attracted over 100 billion yuan in net inflows this month, with Southern A500 ETF (159352) alone exceeding 200 billion yuan [3][4] - On December 25, two A500 ETFs recorded transaction volumes exceeding 10 billion yuan, indicating active trading in the market [2][8] Group 2 - The satellite-themed ETFs led the market on December 25, reflecting ongoing interest in the commercial aerospace sector [5][6] - The satellite ETF (159206.SZ) rose by 6.93%, while other aerospace-related ETFs also showed significant gains [6] - Conversely, gold-related ETFs experienced declines, with the Gold Stocks ETF (517400.SH) dropping by 1.52% [7] Group 3 - The short-term bond ETF (511360) had the highest transaction volume at 22.737 billion yuan on December 25, followed by A500 ETFs with substantial trading activity [8][9] - The A500 ETFs, including Huatai-PB (563360) and A500 ETF Fund (512050), had transaction amounts exceeding 10 billion yuan, showcasing their popularity among investors [8][9] Group 4 - Looking ahead, the market is expected to present more structural investment opportunities in 2026, particularly in technology, manufacturing, cyclical sectors, and consumption [10] - Investment strategies may include gradual positioning for the spring market, emphasizing patience and long-term opportunities amidst short-term volatility [10]

Group 1 - Multiple A500 ETFs have seen significant inflows, with the largest A500 ETF, Huatai-PB (563360), reaching a historical high for 11 consecutive trading days from December 10 to December 24 [1][3][12] - The A500 ETFs, including Huatai-PB (563360), A500 ETF Fund (512050), and others, have collectively attracted over 100 billion yuan in net inflows this month, with A500 ETF Southern (159352) alone exceeding 200 billion yuan [3][4][12] - On December 25, the trading volume of two A500 ETFs surpassed 10 billion yuan, indicating active market participation [2][11][17] Group 2 - The commercial aerospace concept remains active, with satellite-themed ETFs leading the gains on December 25, while gold stock-themed ETFs experienced notable declines [1][14][16] - The trading volume for short-term bond ETFs (511360) reached 22.737 billion yuan, making it the top ETF in the market on December 25 [18][19] - The market outlook suggests that A-shares may present more structural investment opportunities in 2026, with a focus on technology, manufacturing, cyclical sectors, and consumer goods [19]

Market Performance - The Shanghai Composite Index opened lower but closed higher, achieving a seven-day winning streak, with a rise of 0.47% to 3959.62 points. The Shenzhen Component Index increased by 0.33% to 13531.41 points, and the ChiNext Index rose by 0.3% to 3239.34 points. The STAR Market 50 Index fell by 0.23% to 1349.06 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 19245.23 billion yuan, an increase of 44.3 billion yuan compared to the previous trading day [1] Sector Performance - The commercial aerospace sector remained active, with over 20 constituent stocks hitting the daily limit, including Shenjian Co., which achieved six consecutive limit-ups, and others like Zai Sheng Technology and China Satellite also hitting the limit [1] - The robotics sector saw a rapid increase, with stocks such as Shikang Co. and Xiangshan Co. reaching the daily limit [1] - The chip industry chain concept strengthened, with Shenghui Integration achieving four consecutive limit-ups, and stocks like Guofeng New Materials and Yangzi New Materials also hitting the limit [1] - The paper-making sector experienced significant gains, with stocks like Bohui Paper and Yibin Paper reaching the daily limit [1] Limit-Up Statistics - A total of 78 stocks hit the daily limit, with 22 stocks achieving consecutive limit-ups. The limit-up rate was 76% (excluding ST and delisted stocks) [1]

今日港股圣诞节休市，期间北向资金暂停。板块主力资金方面，机械设备板块主力资金净流入居首。 ETF成交方面，机器人ETF易方达（159530）成交额环比增长282%。 龙虎榜方面，金风科技午后涨停，获两家一线游资（国泰海通证券南京太平南路、国泰海通证券宜昌沿 江大道）分别买入4.63亿、2.22亿，同时获两家机构买入5473万。海南发展遭资金激烈博弈，三家一线 游资（国泰海通证券成都北一环路、东方证券厦门仙岳路、兴业证券深圳分公司）分别卖出1.53亿、 0.94亿、0.77亿。 一、沪深股通前十大成交 今日港股圣诞休市，期间北向资金暂停。 二、板块个股主力大单资金 从板块表现来看，机器人、商业航天、半导体、造纸等板块涨幅居前，贵金属、海南、能源金属等板块 跌幅居前。 从主力板块资金监控数据来看，机械设备板块主力资金净流入居首。 从成交额环比增长前十的ETF来看，机器人ETF易方达（159530）成交额环比增长282%位居首位；有色 50ETF（159652）成交额环比增长162%位居次席。 四、期指持仓 四大期指主力合约中，IC、IM合约多空双方均减仓，IH合约多空双方加仓，IF合约多头减仓而空头加 仓。 五、 ...

Market Overview - On the 25th, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index achieving a seven-day winning streak, closing up 0.47% at 3959.62 points. The Shenzhen Component Index rose 0.33%, and the ChiNext Index increased by 0.3%. The North Star 50 Index gained 0.86%, with total trading volume across the three markets reaching 19,440 billion yuan, an increase of 467 billion yuan from the previous day [1]. Robotics Sector - The humanoid robot concept experienced a strong surge, with stocks like Haoshi Electromechanical and Chaojie Co., both hitting the 20% limit up and reaching new highs. Other notable performers included Aifute and Qiangrui Technology, which rose over 13%, and Ruikeda, which increased nearly 10% [3][4]. - UBTECH, a leading humanoid robot company, announced plans to acquire approximately 43% of the shares of Fenglong Co. through a combination of agreement transfer and tender offer. This move aims to enhance its industrial chain layout and strengthen its core competitiveness. UBTECH has secured nearly 1.4 billion yuan in humanoid robot orders this year, with plans for mass production of the Walker S2 model starting in November 2025 [5][6]. Military Industry - The military sector showed strong performance, with stocks like Guanglian Aviation hitting the 20% limit up and Zhenlei Technology rising nearly 17%. Other stocks such as Xinwei Communication and Shenjian Co. also saw significant gains [8][9]. - The "14th Five-Year Plan" highlights various industries related to military technology, including commercial aerospace and low-altitude economy, which are expected to become trillion-yuan markets. Military companies are encouraged to expand in these areas to sustain growth [10]. Alcohol Sector - The alcohol sector rebounded, with Shuijingfang hitting the limit up, reflecting a broader recovery in the industry. Other companies like Sanlian and Qianmin Wine also saw gains [11][12]. - Analysts indicate that the current valuation of the liquor sector is at historical lows, presenting strong bottom-fishing opportunities. The focus is on companies that can adapt to real consumer demands and optimize supply-demand structures [14][15].

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 12月25日，沪指低开高走录得7连阳，深成指、创业板指探底回升。截至收盘，沪指涨0.47%，深成 指涨0.33%，创业板指涨0.3%。 板块来看，商业航天概念持续活跃，机器人概念走强，造纸概念大涨；贵金属、海南、能源金属等板 块跌幅居前。 全市场超3700只个股上涨，其中有93只个股涨停。沪深两市成交额1.92万亿元，较上一个交易日放 量443亿。 昨天才突破箱体，今天A股又是 "上午震荡，下午走强" 的走势，可以说 人心思涨 成为了年末共识。 用两个"7"来总结： 一是，沪指强势7连阳 ，继续 挺近 4000点 。今年以来，沪指曾两度走出8连阳，上半年、下半年各有一 次。 此外， 市场的赚钱效应仍是有目共睹。以中证1000为例，日K线来看，连续两天走强后，该指数已接近 前期箱体上沿，有望冲击10月9日的高点。 德邦证券昨日研报认为， 未来政策催化与产业景气共振下市场有望延续震荡上行走势。该机构还提 到："美联储12月降息落地后，近期人民币持续升值，美元兑离岸人民币指数今日（24日）下跌逼近7关 口，或推动人民币资产吸 ...