12月22日，晶晨股份盘中上涨2.04%，截至11:00，报86.88元/股，成交3.44亿元，换手率0.95%，总市值 365.91亿元。 资金流向方面，主力资金净流入2598.61万元，特大单买入2786.66万元，占比8.11%，卖出2171.02万 元，占比6.31%；大单买入9137.55万元，占比26.58%，卖出7154.57万元，占比20.81%。 晶晨股份今年以来股价涨26.50%，近5个交易日涨1.32%，近20日跌6.30%，近60日跌4.53%。 资料显示，晶晨半导体(上海)股份有限公司位于上海市浦东新区秀浦路2555号漕河泾康桥商务绿洲E5, 香港湾仔皇后大道东183号合和中心46楼，成立日期2003年7月11日，上市日期2019年8月8日，公司主营 业务涉及系统级SoC芯片及周边芯片的研发、设计与销售。主营业务收入构成为：销售商品99.98%，租 赁服务0.02%。 截至9月30日，晶晨股份股东户数2.19万，较上期减少1.08%；人均流通股19200股，较上期增加1.09%。 2025年1月-9月，晶晨股份实现营业收入50.71亿元，同比增长9.29%；归母净利润6.98亿元，同 ...

今年以来中科海讯已经6次登上龙虎榜，最近一次登上龙虎榜为8月19日，当日龙虎榜净买入3999.88万 元；买入总计2.57亿元 ，占总成交额比13.48%；卖出总计2.17亿元 ，占总成交额比11.38%。 资料显示，北京中科海讯数字科技股份有限公司位于北京市海淀区地锦路15号院6号楼，成立日期2005 年7月18日，上市日期2019年12月6日，公司主营业务涉及声纳领域相关产品的研发、生产和销售。主营 业务收入构成为：信号处理平台41.94%，水声大数据与仿真系统39.42%，声纳系统17.69%，其他 0.95%。 中科海讯所属申万行业为：国防军工-航海装备Ⅱ-航海装备Ⅲ。所属概念板块包括：人工智能、算力概 念、小盘、机器人概念、养老金概念等。 截至12月10日，中科海讯股东户数2.02万，较上期减少5.20%；人均流通股5634股，较上期增加5.49%。 2025年1月-9月，中科海讯实现营业收入1.45亿元，同比减少0.41%；归母净利润-7692.22万元，同比增 长16.27%。 12月22日，中科海讯盘中上涨2.02%，截至10:07，报38.46元/股，成交2553.08万元，换手率0.59% ...

12月19日，博威合金盘中上涨2.10%，截至10:30，报20.38元/股，成交1.01亿元，换手率0.61%，总市值 167.43亿元。 资金流向方面，主力资金净流出243.27万元，特大单买入0.00元，占比0.00%，卖出292.49万元，占比 2.90%；大单买入2326.79万元，占比23.11%，卖出2277.58万元，占比22.62%。 博威合金今年以来股价涨2.93%，近5个交易日跌2.72%，近20日跌0.49%，近60日跌17.82%。 今年以来博威合金已经2次登上龙虎榜，最近一次登上龙虎榜为8月13日。 资料显示，宁波博威合金材料股份有限公司位于浙江省宁波市鄞州区云龙镇太平桥，成立日期1994年1 月22日，上市日期2011年1月27日，公司主营业务涉及高性能、高精度有色合金棒、线、板带新材料的 研发、生产和销售。太阳能电池片及组件的研发、生产和销售;精密切割丝、精密电子线、焊丝的设 计、研发、生产与销售。主营业务收入构成为：新材料产品77.63%，新能源产品21.23%，其他1.14%。 博威合金所属申万行业为：有色金属-金属新材料-其他金属新材料。所属概念板块包括：DeepSeek ...

12月19日，金太阳盘中上涨2.02%，截至09:52，报21.25元/股，成交2029.68万元，换手率0.82%，总市 值29.40亿元。 责任编辑：小浪快报 金太阳所属申万行业为：机械设备-通用设备-磨具磨料。所属概念板块包括：算力概念、小盘、QFII持 股、新材料、消费电子等。 截至9月30日，金太阳股东户数1.57万，较上期减少8.80%；人均流通股7486股，较上期增加8.02%。 2025年1月-9月，金太阳实现营业收入4.24亿元，同比增长22.06%；归母净利润2097.41万元，同比增长 2.83%。 分红方面，金太阳A股上市后累计派现1.08亿元。近三年，累计派现3735.39万元。 机构持仓方面，截止2025年9月30日，金太阳十大流通股东中，平安新鑫先锋混合A（000739）退出十 大流通股东之列。 资金流向方面，主力资金净流出131.64万元，大单买入249.27万元，占比12.28%，卖出380.91万元，占 比18.77%。 金太阳今年以来股价涨11.42%，近5个交易日跌0.05%，近20日涨0.33%，近60日跌10.71%。 资料显示，东莞金太阳研磨股份有限公司位于广东省 ...

晶晨股份所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：端侧AI、NPU、WIFI概 念、SOC芯片、算力概念等。 截至9月30日，晶晨股份股东户数2.19万，较上期减少1.08%；人均流通股19200股，较上期增加1.09%。 2025年1月-9月，晶晨股份实现营业收入50.71亿元，同比增长9.29%；归母净利润6.98亿元，同比增长 17.51%。 分红方面，晶晨股份A股上市后累计派现2.57亿元。近三年，累计派现2.08亿元。 12月18日，晶晨股份盘中下跌2.01%，截至10:13，报83.68元/股，成交1.74亿元，换手率0.49%，总市值 352.43亿元。 资金流向方面，主力资金净流出854.14万元，特大单买入454.58万元，占比2.61%，卖出1712.96万元， 占比9.84%；大单买入4289.91万元，占比24.65%，卖出3885.68万元，占比22.33%。 晶晨股份今年以来股价涨21.84%，近5个交易日跌2.24%，近20日跌5.72%，近60日跌12.28%。 资料显示，晶晨半导体(上海)股份有限公司位于上海市浦东新区秀浦路2555号漕河泾康桥商务绿洲E5 ...

Core Viewpoint - The company, Xiechuang Data, has signed a strategic cooperation framework agreement with Guangwei Technology and Guangjia Technology to collaborate on optical chips, optical modules, and related products, aiming to enhance market expansion and technological cooperation [2][5][6]. Group 1: Strategic Cooperation - Xiechuang Data will work with Guangwei Technology and Guangjia Technology to leverage their strengths in technology licensing, research and development, contract manufacturing, equipment leasing, and marketing [5]. - The agreement is a framework agreement, and the specifics of the cooperation will depend on further negotiations and approvals from the company's board or shareholders [5][8]. - The collaboration aims for Xiechuang Data to quickly enter the optical chip and module industry while allowing Guangwei and Guangjia Technology to expand production and market reach [7][8]. Group 2: Server Procurement - Xiechuang Data plans to procure servers from multiple suppliers, with a total contract amount not exceeding 9 billion yuan [3][10]. - This procurement is essential for the company's operational development and is expected to significantly support the growth of its main business and market expansion [10]. - The transaction is based on market prices and is not expected to have a major impact on the company's financial status or shareholder interests [10][11]. Group 3: Company Overview - Established in 2005, Xiechuang Data focuses on the research, production, and sales of IoT smart terminals and data storage devices, aiming to build a global industrial system centered on "IoT ecology" [7]. - The company entered the IoT terminal device sector in 2013 and expanded into cloud services in 2021 [7]. - As of December 16, the company's stock price was 139.5 yuan per share, with a market capitalization of approximately 48.284 billion yuan [12].

摩尔线程猛拉超12%，股价突破700元创新高，总市值超3300亿元。摩尔线程12月9日宣布，即将发布新一代GPU架构，推出涵盖产品体系、核心技术及行 业解决方案的完整布局，分享多领域落地案例与生态建设进展。 算力硬件概念股走弱，中科曙光（603019）一字跌停，市值报1319亿元，多只相关股票跟跌。 10日，A股三大指数集体低开。截至9：45左右，上证指数跌0.7%，深证成指跌超1%，创业板指跌超2%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3882.13 | 13126.21 | 1383.56 | | -27.39 -0.70% | -151.15 -1.14% | -18.17 -1.30% | | 科创50 | 创业板指 | 万得全A | | 1318.56 | 3143.67 | 6230.82 | | -28.54 -2.12% | -65.93 -2.05% | -49.89 -0.79% | 12月9日晚，海光信息与中科曙光相继宣布，公司于2025年12月9日召开董事会，审议通过了《关于公司终止重大资产重组的议案》，同意终止海光信息通 过向中 ...

Market Overview - A total of 53 stocks hit the daily limit up, while 23 stocks faced limit down, resulting in a sealing rate of 70%. Anji Food achieved a six-day limit up streak, while Longzhou Co. and Junya Technology recorded five consecutive limit ups [1][3] - The three major indices showed mixed results, with the Shanghai Composite Index and Shenzhen Component Index declining, while the ChiNext Index rose. The total trading volume in the Shanghai and Shenzhen markets was 1.9 trillion yuan, a decrease of 132.7 billion yuan from the previous trading day [1][3] - Over 4,000 stocks in the market experienced declines, with sectors such as computing hardware, retail, and Fujian showing gains, while Hainan, non-ferrous metals, and coal sectors faced losses. By the end of trading, the Shanghai Composite Index fell by 0.37%, the Shenzhen Component Index dropped by 0.39%, and the ChiNext Index increased by 0.61% [1][3] Stock Performance Analysis - The advancement rate for consecutive limit-up stocks decreased to 26.92%, indicating a cooling of speculative sentiment. Anji Food, the top performer, faced signs of capital outflow during the closing auction, which may negatively impact future expectations [3][4] - The technology sector has seen rapid accumulation of profit-taking chips, which may hinder the continuous inflow of new capital [3][4] Key Sectors Commercial Aerospace - The commercial aerospace industry is experiencing significant catalysts, with the Wenchang International Aerospace City set to produce 1,000 satellites annually. The Long March 12 rocket is scheduled for its maiden flight in mid-December [5][6] - The recovery of rocket reusability technology is expected to reduce launch costs by 90%, leading to a trend of mass satellite launches. The increase in satellites in orbit will drive demand for energy in various applications, including space computing and modeling [5][6] Computing Power - The U.S. government has allowed NVIDIA to sell its H200 AI chips to China, which has positively impacted the computing power supply chain. Stocks in the CPO concept, such as Dekoli and Zhishang Technology, reached historical highs [6][16] - The H200 series, with higher memory capacity and data throughput compared to the H100, is expected to stimulate the domestic data center market [6][16] Consumer Sector - The Ministry of Commerce has announced plans to accelerate the development of new consumption models and international consumption environments. The consumer sector has shown signs of recovery, with stocks like Anji Food and Dongbai Group hitting limit up [7][19] - The upcoming New Year and Spring Festival are expected to create favorable conditions for the consumer sector, with policies aimed at promoting consumption [7][19] Photovoltaics - A new multi-crystalline silicon platform company has been registered, indicating potential strategic collaborations within the industry. The photovoltaic sector saw a surge in stocks like Jingyuntong and Daqo Energy [7][24] - However, the rebound in silicon prices has not yet led to a recovery in downstream prices across the entire supply chain, suggesting that the recent surge may lack sustainability [8][24] Future Outlook - The market did not continue the previous day's broad-based rally, with funds focusing on technology stocks, leading to an increase in the number of declining stocks. The Shanghai Composite Index faced resistance from the upper Bollinger middle track [9] - The short-term performance of the 60-day moving average will be crucial, as a breach could indicate further downside risk [9]

Group 1 - The A-share market has seen strong performance in computing power concept stocks, with notable gains including Zhongchuang Environmental and Hengxin Oriental reaching the daily limit of 20% increase [1] - The recent listing of Moore Threads on the A-share market has led to a surge in its stock price, with its market value exceeding 300 billion yuan at one point, which is believed to have opened up valuation space for domestic computing power concept stocks [1] - Major cloud service providers are increasing their capital expenditures, with Meta raising its forecast for capital spending from $66 billion to $72 billion, Google increasing its guidance from $85 billion to $91-93 billion, and Amazon's expected capital expenditure for the year being around $125 billion, with further increases anticipated in 2026 [1] Group 2 - The stock performance of several companies in the computing power sector has been impressive, with Zhongchuang Environmental and Hengxin Oriental both achieving a 20% increase, and Hongbo Shares rising by 10% [2] - Other companies such as Helitai and Leike Defense are approaching their daily limit increases, while Zhongji Xuchuang has reached a historical high, and Industrial Fulian has seen a nearly 8% increase [1][2] - The acquisition of semiconductor startup Celestial AI by Marvell for $3.25 billion indicates ongoing consolidation and investment in the semiconductor industry [1]

1、摩尔线程上周五登陆A股股价大涨，盘中市值一度超3000亿元。有市场观点认为，这打开了国产算 力概念股的估值空间。沐曦股份也即将登陆A股。 12月9日，A股市场算力概念股表现亮眼，其中，中创环保、恒信东方20CM涨停，鸿博股份10CM涨 停，合力泰、雷科防务逼近涨停，中际旭创再创历史新高，工业富联也一度大涨近8%。消息面上，算 力产业链最近多个利好催化剂： | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300056 | 中创环保 | 1 | 20.05 | 39.71亿 | -22.44 | | 300081 | 恒信东方 | 1 | 20.04 | 39.49亿 | -9.05 | | 002229 | 鸿博股份 | 1 | 10.01 | 91.10亿 | 53.13 | | 002217 | 合力泰 | 兼 | 9.88 | 283亿 | 58.16 | | 002413 | 雷科防务 | 1 | 9.45 | 128亿 | 123.17 | | 301396 | 宏景科技 | 1 | 7.6 ...