12月29日，东方钽业盘中上涨2.02%，截至10:18，报31.34元/股，成交3.11亿元，换手率2.01%，总市值 158.22亿元。 资金流向方面，主力资金净流出481.83万元，特大单买入1724.46万元，占比5.54%，卖出2973.23万元， 占比9.55%；大单买入7990.86万元，占比25.66%，卖出7223.92万元，占比23.19%。 东方钽业今年以来股价涨130.90%，近5个交易日涨4.89%，近20日涨11.02%，近60日涨28.28%。 机构持仓方面，截止2025年9月30日，东方钽业十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股366.78万股，相比上期增加41.06万股。华夏稳增混合（519029）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，宁夏东方钽业股份有限公司位于宁夏回族自治区石嘴山市大武口区冶金路，成立日期1999年 4月30日，上市日期2000年1月20日，公司主营业务涉及钽铌铍金属及合金制品的研发、生产和销售。主 营业务收入构成为：钽铌及其合金制品98.36%，钛及钛合金制品1.30%，其他(补充)0.34%，其他 0.01%。 ...

Core Viewpoint - Western Materials has experienced significant stock price fluctuations and trading activity, with a notable increase in share price throughout the year, despite recent net outflows of capital [1][2]. Group 1: Stock Performance - As of December 29, Western Materials' stock price decreased by 3.44% to 45.17 CNY per share, with a trading volume of 694 million CNY and a turnover rate of 3.16%, resulting in a total market capitalization of 22.053 billion CNY [1]. - The stock has risen by 159.60% year-to-date, with a 21.10% increase over the last five trading days, 148.60% over the last 20 days, and 163.38% over the last 60 days [1]. - The company has appeared on the trading leaderboard 10 times this year, with the most recent appearance on December 25, where it recorded a net purchase of 28.3455 million CNY [1]. Group 2: Company Overview - Western Materials, established on December 28, 2000, and listed on August 10, 2007, is located in Xi'an Economic and Technological Development Zone, specializing in the development, production, and sales of metal composite materials, metal fibers, refractory metal materials, and precious metal materials [2]. - The company's main business revenue composition includes titanium products (69.83%), other metal products (24.49%), and other income (5.68%) [2]. - The company operates within the non-ferrous metal processing industry and is associated with various concept sectors, including superconductors, large aircraft, military-civil integration, commercial aerospace, and aerospace military industry [2]. Group 3: Financial Performance - For the period from January to September 2025, Western Materials reported an operating income of 2.283 billion CNY, reflecting a year-on-year growth of 2.82%, while the net profit attributable to shareholders decreased by 49.76% to 69.2544 million CNY [2]. - The company has distributed a total of 673 million CNY in dividends since its A-share listing, with 366 million CNY distributed over the past three years [3]. Group 4: Shareholder Structure - As of September 30, 2025, the number of shareholders for Western Materials was 60,200, a decrease of 0.88% from the previous period, with an average of 8,114 circulating shares per person, an increase of 0.88% [2]. - Notable changes in institutional holdings include a decrease in shares held by Guotai CSI Military Industry ETF and new entries from Southern CSI 1000 ETF, among others [3].

12月29日，华菱线缆盘中下跌4.86%，截至09:35，报22.70元/股，成交4.90亿元，换手率7.98%，总市值 144.91亿元。 华菱线缆所属申万行业为：电力设备-电网设备-线缆部件及其他。所属概念板块包括：核聚变、超导概 念、盾构机、商业航天（航天航空）、航天军工等。 截至9月30日，华菱线缆股东户数4.89万，较上期增加10.54%；人均流通股5381股，较上期减少9.53%。 2025年1月-9月，华菱线缆实现营业收入33.76亿元，同比增长8.68%；归母净利润9216.30万元，同比增 长6.85%。 分红方面，华菱线缆A股上市后累计派现1.56亿元。近三年，累计派现8657.67万元。 机构持仓方面，截止2025年9月30日，华菱线缆十大流通股东中，中邮军民融合灵活配置混合A （004139）位居第四大流通股东，持股180.00万股，为新进股东。香港中央结算有限公司位居第七大流 通股东，持股145.76万股，相比上期减少1.25万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入3998.56万元，特大单买入5684.72万元，占比11.61%，卖出1301.54万 元，占比2.6 ...

百利电气所属申万行业为：电力设备-电网设备-配电设备。所属概念板块包括：核电、核聚变、超导概 念、海上风电、风能等。 截至9月30日，百利电气股东户数8.94万，较上期减少15.36%；人均流通股12172股，较上期增加 18.15%。2025年1月-9月，百利电气实现营业收入16.26亿元，同比增长14.75%；归母净利润8276.32万 元，同比减少19.62%。 分红方面，百利电气A股上市后累计派现2.67亿元。近三年，累计派现7287.83万元。 12月25日，百利电气盘中上涨2.12%，截至10:18，报7.22元/股，成交2.33亿元，换手率3.00%，总市值 78.53亿元。 资金流向方面，主力资金净流入1743.82万元，特大单买入587.15万元，占比2.53%，卖出328.60万元， 占比1.41%；大单买入4945.53万元，占比21.27%，卖出3460.26万元，占比14.88%。 百利电气今年以来股价涨53.62%，近5个交易日涨11.25%，近20日涨20.13%，近60日涨11.59%。 今年以来百利电气已经12次登上龙虎榜，最近一次登上龙虎榜为6月11日，当日龙虎榜净买入-2 ...

Group 1 - The core viewpoint of the news is that Western Superconducting Technologies Co., Ltd. has shown significant stock performance and financial growth in 2023, with a notable increase in share price and revenue [1][2]. - As of December 24, the stock price of Western Superconducting rose by 2.03% to 73.54 CNY per share, with a total market capitalization of 47.776 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 74.80%, with a 5-day increase of 5.77%, a 20-day increase of 11.42%, and a 60-day increase of 28.99% [1]. Group 2 - Western Superconducting's main business segments include high-end titanium alloy materials (57.59% of revenue), superconducting products (29.34%), high-performance high-temperature alloy materials (9.01%), and others (4.07%) [1]. - For the period from January to September 2025, the company achieved a revenue of 3.989 billion CNY, representing a year-on-year growth of 23.30%, and a net profit attributable to shareholders of 650 million CNY, up by 7.62% year-on-year [2]. - The company has distributed a total of 2.179 billion CNY in dividends since its A-share listing, with 1.406 billion CNY distributed in the last three years [3]. Group 3 - As of September 30, 2025, the number of shareholders of Western Superconducting increased by 37.95% to 37,100, while the average circulating shares per person decreased by 27.51% to 17,508 shares [2]. - The top ten circulating shareholders include major ETFs and mutual funds, with notable changes in holdings among them, such as E Fund's holdings decreasing by 2.3933 million shares [3].

东方钽业所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：超导概念、核聚变、商 业航天（航天航空）、铌概念、高温合金等。 截至12月10日，东方钽业股东户数5.86万，较上期增加0.22%；人均流通股8558股，较上期减少0.22%。 2025年1月-9月，东方钽业实现营业收入11.99亿元，同比增长33.90%；归母净利润2.08亿元，同比增长 33.43%。 分红方面，东方钽业A股上市后累计派现3.83亿元。近三年，累计派现9189.90万元。 机构持仓方面，截止2025年9月30日，东方钽业十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股366.78万股，相比上期增加41.06万股。华夏稳增混合（519029）退出十大流通股东之列。 资金流向方面，主力资金净流入1012.14万元，特大单买入2656.03万元，占比7.82%，卖出1893.57万 元，占比5.57%；大单买入7206.33万元，占比21.21%，卖出6956.65万元，占比20.48%。 东方钽业今年以来股价涨122.87%，近5个交易日涨3.14%，近20日涨17.20%，近60日涨25.00%。 今年以来 ...

截至9月30日，宝胜股份股东户数4.63万，较上期减少22.89%；人均流通股29587股，较上期增加 29.68%。2025年1月-9月，宝胜股份实现营业收入376.50亿元，同比增长6.22%；归母净利润5949.02万 元，同比增长138.08%。 分红方面，宝胜股份A股上市后累计派现5.14亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，宝胜股份十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股5505.08万股，相比上期增加3455.92万股。招商量化精选股票发起式A（001917）位居第 八大流通股东，持股740.66万股，为新进股东。广发量化多因子混合A（005225）位居第十大流通股 东，持股578.42万股，为新进股东。 今年以来宝胜股份已经2次登上龙虎榜，最近一次登上龙虎榜为12月8日。 资料显示，宝胜科技创新股份有限公司位于江苏省宝应县安宜镇苏中路1号，成立日期2000年6月30日， 上市日期2004年8月2日，公司主营业务涉及生产销售电线电缆和裸导体及其制品。 宝胜股份所属申万行业为：电力设备-电网设备-线缆部件及其他。所属概念板块包括：大飞机、 ...

Core Viewpoint - The article highlights the strong performance of certain sectors in the stock market, particularly in optical communication and intelligent driving, indicating potential investment opportunities in these areas [3][6]. Group 1: Stock Market Performance - The Hong Kong stock market saw a rise in optical communication concept stocks, with Longi Fiber Optics increasing over 8%, and Huiju Technology and Cambridge Technology rising by 4.79% and 3.82% respectively [3]. - The A-share market opened positively, with the Shanghai Composite Index up by 0.26%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index up by 1.01% [4][5]. - The Hainan Free Trade Zone concept stocks continued to perform well, with sectors like CPO, superconductors, and intelligent driving gaining traction [6]. Group 2: Intelligent Driving Sector - The intelligent driving sector remains active, with Zhejiang Shibao achieving five consecutive trading limits, and several companies like Wanjie Technology and Mind Electronics opening higher [3]. - A significant milestone was reached with the issuance of the first L3-level autonomous driving license plate "渝AD0001Z" to Changan Automobile, marking the start of the L3 autonomous driving era in Chongqing [6]. Group 3: Company-Specific Developments - Changan Automobile opened over 3% higher following the news of its L3-level autonomous driving license [6]. - Zhuoran Co., Ltd. experienced a significant drop of over 11% due to an announcement regarding an investigation by the China Securities Regulatory Commission for suspected information disclosure violations [7][8]. Group 4: Monetary Policy - The central bank conducted a 673 billion yuan reverse repurchase operation with a rate of 1.40%, with 1,309 billion yuan of reverse repos maturing today [8]. Group 5: Hong Kong Market Opening - The Hang Seng Index opened up by 0.41%, and the Hang Seng Tech Index rose by 0.61%, with tech stocks like Horizon Robotics and SenseTime showing strong performance [9][10].

| | | | ill | | | | --- | --- | --- | --- | --- | --- | | 超导概念 | | 空间站概念 | | Chiplet概念 | РСВ | | 8.9亿 | | 14.7 亿 | 存储芯片 | -34.04Z | -46.47 | | +3.33% | | +3.27% | -80.34Z -1.40% | -1.57% | -0.92% | | 免税概念 | | | | | | | 43.1亿 | +3.06% | | | 跨境支付 | | | | | | | -7.1亿 | | | | | | | -0.64% | | | 氨气概念 | 长寿药 | | | | | | 29.4 Z | 3.4Z | 民爆概念 6.74Z | | | | | +2.98% | +2.89% | +2.72% | | | | | 土地流转 | | | | | Kinri 版金 -10.665 | | | | 抖音小店 | 光刻机(胶) | 汽车芯片 | | | 10.7亿 | | 10.44Z | -45.44Z -0.61% | -31.2亿 | | | +2.86% | ...

Core Viewpoint - Dongfang Tantalum Industry's stock price has shown significant growth this year, with a year-to-date increase of 109.83%, despite a recent decline in trading [1][2]. Group 1: Stock Performance - As of December 18, Dongfang Tantalum's stock price was 28.48 yuan per share, with a trading volume of 3.39 billion yuan and a turnover rate of 2.34%, resulting in a total market capitalization of 14.379 billion yuan [1]. - The stock has experienced a 2.26% increase over the last five trading days, a 7.39% increase over the last 20 days, and an 18.67% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on November 10, where it recorded a net buy of -94.31 million yuan [1]. Group 2: Financial Performance - For the period from January to September 2025, Dongfang Tantalum achieved an operating income of 1.199 billion yuan, representing a year-on-year growth of 33.90%, and a net profit attributable to shareholders of 208 million yuan, also reflecting a growth of 33.43% [2]. - The company has distributed a total of 383 million yuan in dividends since its A-share listing, with 91.899 million yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of December 10, the number of shareholders for Dongfang Tantalum was 58,600, an increase of 0.22% from the previous period, with an average of 8,558 circulating shares per shareholder, a decrease of 0.22% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the seventh largest, holding 3.6678 million shares, an increase of 410,600 shares compared to the previous period [3].