2025.12. 24 本文字数：764，阅读时长大约2分钟 资金流向 作者 | 一财阿驴 12月24日，A股三大指数震荡走高，截至收盘，沪指涨0.53%，录得六连阳；深成指涨0.88%，创 业板指涨0.77%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 12 more | 3940.95c | 20.97 | 0.53% | | 399001 | 深证成指 | MW | 13486.42c | 117.43 | 0.88% | | 399006 | 创业板指 | MW | 3229.58c | 24.57 | 0.77% | 盘面上，商业航天概念股再度爆发，福建本地股反复活跃，光伏、锂电池、算力硬件、AI手机、智能 驾驶、化纤题材走强。 具体来看，商业航天概念集体爆发，中国卫星、航天动力、永鼎股份等近30股涨停。 | 代码 | 名称 | 涨幅号 | 现价 | | --- | --- | --- | --- | | 300629 | 新劲刚 | +20.02% | 22.6 ...

下跌方面，贵金属、保险、乳业等板块跌幅居前。其中乳业概念集体调整，庄园牧场跌停。截 至收盘，沪指涨0.53%，深成指涨0.88%，创业板指涨0.77%。 记者丨江佩佩 编辑丨谢珍 12月24日，市场震荡拉升，沪指高开高走，深成指、创业板指均涨近1%。沪深两市成交额 1.88万亿，较上一个交易日缩量196亿。盘面上，市场热点轮动较快，全市场超4100只个股上 涨。 从板块来看，商业航天概念持续爆发，20余只成分股涨停，神剑股份5连板，国机精工4天3 板，上海港湾、九鼎新材、再升科技涨停。算力硬件概念拉升，环旭电子6天3板，英唐智控 20CM涨停。福建板块走强，安记食品7天4板，合兴包装3连板。PCB概念快速拉升，生益科 技涨停创历史新高。 据财联社，有数据显示，我国商业航天市场规模从2015年的约0.38万亿元增长至2024年的2.3 万亿元，年均复合增长率约22%，预计到2030年有望达到7万亿元至10万亿元。 今日场内多只商品LOF产品涨停 1 0万亿超级赛道爆发，超2 0股集体涨停 截至收盘，卫星互联网概念指数涨幅超5%。中国卫星、航天动力、新劲刚、超捷股份、新雷 能、有研粉材等多股20CM涨停；九鼎新材 ...

Market Overview - The market experienced narrow fluctuations in the early session, with a recovery in the afternoon. The Shanghai Composite Index rose by 0.53%, the Shenzhen Component Index increased by 0.88%, and the ChiNext Index gained 0.77%. The total trading volume for the day was 1.86 trillion yuan, a decrease of 33.2 billion yuan compared to the previous day [1] Key Highlights - The commercial aerospace industry chain saw a significant rebound, with 17 out of 18 stocks containing "aerospace" in their names rising, including Aerospace Engineering hitting the daily limit for the fourth time in three days [2] - The computing power industry chain continued to rotate, with the PCB sector experiencing a surge in the afternoon after previous gains in optical modules and liquid cooling. The power supply equipment sector also saw activity, while PCB stocks exploded again in the afternoon [2] - Financial concept stocks strengthened in the afternoon, driven by expectations for 2025 annual reports and the certainty of non-bank sector performance. Although there was no reduction in the LPR in December, expectations for a reserve requirement ratio cut remain, leading to predictions of a more relaxed liquidity environment in January [2] - The semiconductor industry chain, particularly the memory chip sector and SMIC, attracted significant attention. Other sectors included active performance from Fujian stocks, while consumer stocks like dairy products faced collective adjustments [3] Sector Performance - **Commercial Aerospace**: The sector continued to thrive, with over 20 component stocks hitting the daily limit. Notable performers included Shenjian Co. with five consecutive limits and Guoji Precision Engineering with four limits in three days. The China Securities Regulatory Commission reported that Blue Arrow Aerospace's IPO guidance work has been completed, with a projected market value of 85 billion yuan for China's commercial aerospace by 2030 [4] - **PCB Sector**: The PCB sector saw a strong performance, with Shengyi Technology hitting the daily limit and reaching a historical high market value of 176.4 billion yuan. Market predictions indicate that NVIDIA's GB300 AI server cabinet shipments are expected to reach 55,000 units next year, a 129% year-on-year increase [5] - **Semiconductor Industry**: The semiconductor chip sector strengthened, with Shenghui Integrated achieving three consecutive limits and reaching a historical high. Reports indicate that SMIC has implemented a price increase of about 10% on some production capacities [6] - **Fujian Stocks**: The Fujian sector showed strong performance, with Anji Food achieving four limits in seven days and Hexing Packaging achieving three consecutive limits [7] Institutional Insights - **CITIC Securities**: The firm noted that market sentiment is shifting towards stock market speculation, with rapid theme rotation. They suggest focusing on themes such as domestic GPU company listings, advanced processes, Google computing power chains, humanoid robots, autonomous driving, and commercial aerospace [8] - **Cinda Securities**: The firm anticipates a spring market rally before the 2026 Spring Festival, driven by potential profit improvements and capital inflows. They caution that the current A-share valuations are not low, and external market uncertainties may lead to short-term adjustments [9] - **China Galaxy**: The firm expects the market to continue its oscillating structure due to year-end liquidity tightening and uncertainties in overseas monetary policies. They highlight the upcoming key window for cross-year layouts and anticipate structural opportunities in policy-driven sectors [9]

具体来看，商业航天概念集体爆发，中国卫星、航天动力、永鼎股份等近30股涨停。 | 代码 | 名称 | 涨幅� | 现价 | | --- | --- | --- | --- | | 300629 | 新劲刚 | +20.02% | 22.66 | | 301002 | 超捷股份 | +20.00% | 112.44 | | 300593 | 新雷能 | +20.00% | 30.24 | | 688456 | 有例材材 | +20.00% | 64.14 | | 688323 | 瑞华泰 | +19.98% | 23.24 | | 300887 | 谱尼测试 | +19.95% | 9.32 | | 300136 | 信维通信 | +17.96% | 44.73 | | 300159 | *ST新研 | +17.36% | 3.38 | | 300342 | 天银机电 | +17.21% | 30.78 | | 920068 | 天工股份 | +16.15% | 20.86 | | 301232 | 飞沃科技 | +14.22% | 122.00 | | 300900 | 广联航空 | +11.58% | 26 ...

今日A股市场震荡拉升，沪指高开高走，深成指、创业板指均涨近1%。沪深两市成交额1.88万亿，较上一个交易日缩量196亿。 市场概况 2897 966 792 226 200 128 85 124 86 27 9 11 6 小于 大于 涨停 -6% 跌停 +8% +6% +4% +2% 0% -2% -4% -8% -8% +8% 下跌 1137家 上涨 4128家 持平 200家 涨停 86家 停牌 14家 跌停 6家 两市成交额: 1.88万亿 市场热度: 69 0 较上一日: - 196亿 今日预测量能: 50 0 100 1.88万亿 -196亿 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 盘面上， 市场热点轮动较快，全市场超4100只个股上涨 。从板块来看， 商业航天概念持续爆发 ，20余只成分股涨停，神剑股份5连板，国机精工4 天3板，上海港湾、九鼎新材、再升科技涨停。算力硬件概念拉升，环旭电子6天3板，英唐智控20cm涨停。福建板块走强，安记食品7天4板，合兴包 装3连板。PCB概念快速拉升，生益科技涨停创历史新高。 下跌方面，贵金属、保险 ...

Market Performance - The market experienced a significant rally with the Shanghai Composite Index opening high and closing up by 0.53%, while the Shenzhen Component and ChiNext Index rose by 0.88% and 0.77% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.88 trillion yuan, a decrease of 19.6 billion yuan compared to the previous trading day [1] Sector Highlights - The commercial aerospace sector saw a strong performance with over 20 stocks hitting the daily limit, including Shenjian Co. with five consecutive limit-ups and Guoji Precision Engineering with three limit-ups in four days [1] - The computing hardware concept also surged, with Huanxu Electronics achieving three limit-ups in six days and Yintang Intelligent Control hitting the limit-up at 20% [1] - The Fujian sector showed strength, highlighted by Anji Food with four limit-ups in seven days and Hexing Packaging with three consecutive limit-ups [1] - The PCB sector experienced a rapid increase, with Shengyi Technology hitting the limit-up and reaching a historical high [1] Declining Sectors - The precious metals, insurance, and dairy sectors faced declines, with the dairy concept experiencing a collective adjustment, notably with Zhuangyuan Pasture hitting the daily limit down [1]

每经AI快讯，12月24日，市场震荡拉升，沪指高开高走，深成指、创业板指均涨近1%。沪深两市成交 额1.88万亿元，较上一个交易日缩量196亿元。盘面上，市场热点轮动较快，全市场超4100只个股上 涨。从板块来看，商业航天概念持续爆发，20余只成分股涨停，神剑股份（002361）5连板，国机精工 （002046）4天3板，上海港湾（605598）、九鼎新材（002201）、再升科技（603601）涨停。算力硬件 概念拉升，环旭电子（601231）6天3板，英唐智控（300131）20cm涨停。福建板块走强，安记食品 （603696）7天4板，合兴包装（002228）3连板。PCB概念快速拉升，生益科技（600183）涨停创历史 新高。下跌方面，贵金属、保险、乳业等板块跌幅居前。其中乳业概念集体调整，庄园牧场（002910） 跌停。截至收盘，沪指涨0.53%，深成指涨0.88%，创业板指涨0.77%。 ...

12月24日午间，港股因假期提前收市，本周交易收官。截至收盘，恒生指数涨0.17%，恒生科 技指数涨0.19%。 核电股涨幅居前 ，中广核矿业涨超5%； 芯片股走强 ，中芯国际、晶门半导体均涨超3%，华 虹半导体、上海复旦涨超1%； 光通讯概念股回升 ，剑桥科技涨超5%；除此以外，奶制品、 电力设备、食品、有色金属、建材水泥、黄金等概念股走强。影视、锂电池、家电、内银、港 口运输、创新药等概念股日内低迷。 | W | Wind香港半导体〔887132〕 | | | | --- | --- | --- | --- | | | 14267.68 311.74 2.23% | | | | and and and a line a life a long to be link a secula has been an del a mind a mind a mind a mind a ministed | | | | | 資料 | 成分 资讯 相关基金 | | 月度收益 | | 名称 | | 现价 | 涨跌前 -- | | 纳芯微 | | 117.000 | 4.56% | | 2676.HK | | | | | 晶 ...

Market Overview - The A-share market experienced a slight upward trend on December 24, with the Shanghai Composite Index rising by 0.24% to 3929.25, the Shenzhen Component Index increasing by 0.31% to 13410.05, and the ChiNext Index up by 0.08% to 3207.59 [2][3]. Commercial Aerospace Sector - The commercial aerospace concept stocks are accelerating, with notable stocks such as Chaojie Co., Ltd. hitting the daily limit of 20% increase, and other companies like China Satellite, Xingwang Yuda, and Boyun New Materials also reaching their daily limits [4][6]. - The sector is gaining momentum, with a focus on companies involved in the development and operation of launch vehicles, particularly those utilizing liquid oxygen and methane propellants [7]. Key Stock Performances - Chaojie Co., Ltd. saw a price of 112.44 with a 20% increase, while other significant performers included Dayin Electromechanical at 29.44 (+12.11%), and Holoever at 53.96 (+10.26%) [6]. - The total market capitalization of Chaojie Co., Ltd. is reported at 15.112 billion, indicating strong investor interest [6]. Recent Developments in Commercial Aerospace - Blue Arrow Aerospace has completed its IPO guidance work, marking a significant step in its capital market journey. The company focuses on the development of medium to large launch vehicles [7]. - The Long March 12A rocket successfully completed its maiden flight, although the recovery of its first stage did not meet expectations. This mission is crucial for future technological iterations [7]. Autonomous Driving Sector - The autonomous driving concept stocks are also showing strength, with companies like Xingwang Yuda and Hezhong Shizhuang hitting their daily limits, and others such as Zhejiang Shibao and Beidou Xingtong following suit [9]. - On December 23, Beijing issued the first batch of L3-level autonomous driving vehicle license plates, indicating regulatory support for the sector [10].

| 字号 | 代码 | 类型 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | | I | 159712 | 跨 港股通50ETF T+0 | 1.410 | 0.114 | 8.80% | | 2 | 159312 | 跨 恒生ETF港股通 T+0 | 1.327 | 0.074 | 5.91% | | 3 | 159788 | 跨 港股通100ETF T+0 | 1.434 | 0.078 | 5.75% | | 4 | 159218 | 主 卫星产业ETF | 1.472 | 0.066 | 4.69% | | 5 | 512630 | 主 卫星ETF广发 | 1.210 | 0.054 | 4.67% | | 6 | 159206 | 主 卫星ETF | 1.432 | 0.061 | 4.45% | | 7 | 563230 | 主 卫星ETF | 1.208 | 0.050 | 4.32% | | 8 | 563530 | 主 卫星ETF易方达 | 1.202 | 0.047 | 4.07% | | 9 | 159318 | ...