23日早盘，三大股指全线走高，创业板指一度涨超1%，全A超3300股飘绿。 盘面上看，旅游餐饮、地产、食品饮料等板块走低，有色、半导体等板块拉升，保险、银行、券商等板 块上扬，光刻机、固态电池概念等活跃。 东莞证券认为，随着美联储12月延续降息以及国内中央经济工作会议政策陆续落地，市场中期的政策方 向与流动性预期已趋于明朗。短期来看，内外因素对A股的扰动可能已接近尾声。当前至明年一季度， 市场流动性环境预计保持宽松，在低利率与优质资产稀缺的背景下，居民"存款搬家"的趋势仍有望持 续。前期市场的回调，正为投资者提供了较好的布局窗口，积极把握即将到来的春季行情机会。 （文章来源：证券时报网） 截至午间收盘，沪指涨0.34%报3930.87点，深证成指涨0.65%，创业板指涨0.78%，沪深北三市合计成交 12523亿元。 ...

记者丨 江佩佩 李益文 见习记者张嘉钰 编辑丨谢珍 12月23日，A股 早盘震荡拉升， 截至收盘，沪指涨0.34%，深成指涨0.65%，创业板指涨0.78%。沪深两市半日成交额1.25万亿，较上个交易 日放量523亿。盘面上热点快速轮动，全市场超3300只个股下跌。 | 内地股票 L | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3930.87 | 13419.60 | 1451.34 | | +13.50 +0.34% +86.87 +0.65% +2.05 +0.14% | | | | 科创50 | 创业板指 | 万得全A | | 1342.37 | 3217.02 | 6339.53 | | +7.12 +0.53% +25.04 +0.78% +20.44 +0.32% | | | | 沪深300 | 中证500 | 中证A500 | | 4635.13 | 7285.43 | 5610.22 | | +23.51 +0.51% +29.77 +0.41% +29.94 +0.54% | | | | 中 ...

Group 1 - The core investment opportunities focus on policy-driven industry ceiling elevation and early realization of cash flow in equipment sectors [1] - The report suggests two main lines for exploring mid-cap opportunities by 2026: policy-driven valuation and fundamental re-evaluation, and accelerated cash flow realization in advanced manufacturing and emerging industries [1] - Key sectors for investment include solid-state batteries, semiconductor equipment, humanoid robots, and AIDC supporting companies with verified orders and production capabilities [1] Group 2 - Vacuum Insulation Panels (VIP) are expected to see increased penetration due to new energy efficiency standards for refrigerators, with a significant growth in domestic demand anticipated [2] - The new standard, effective from June 1, 2026, will drive both energy efficiency and volume utilization, positioning VIP as a leading technology for high-efficiency and thin-walled refrigerators [2] - The industry is expected to enter a high-growth phase, similar to the rapid penetration seen in the EU following policy implementation [2] Group 3 - Embodied intelligent hardware is identified as a key area for future industry development, with a comprehensive supply chain from upstream support to downstream service integration [3] - The report anticipates 2026 to be a pivotal year for the scale deployment of AI and robotics, with hardware value and domestic substitution processes being released simultaneously [3] - Investment recommendations include focusing on sensors, actuators, and motion controllers, prioritizing suppliers with integration and delivery capabilities [3] Group 4 - Solid-state battery technology is highlighted as a significant investment opportunity, with a projected market size increase from 4 billion in 2024 to 107.94 billion by 2030 [4] - The equipment sector is expected to realize investment opportunities ahead of material and cell segments, with orders likely to be released during the transition from pilot to mass production [4] - The report suggests focusing on solid-state battery equipment and embodied intelligent device chains for investment, with specific companies recommended for consideration [4]

Company Overview - Guangdong Dongfang Zirconium Industry Co., Ltd. is located in Shantou City, Guangdong Province, and was established on November 10, 1995. The company was listed on September 13, 2007. Its main business involves the research, development, production, and sales of zirconium series products [1][2]. Financial Performance - For the period from January to September 2025, the company achieved an operating income of 927 million yuan, a year-on-year decrease of 24.86%. However, the net profit attributable to the parent company was 38.68 million yuan, reflecting a significant year-on-year increase of 193.66% [2]. - The company has cumulatively distributed cash dividends of 30.11 million yuan since its A-share listing, with no cash dividends distributed in the past three years [3]. Stock Performance - As of December 23, the stock price of Dongfang Zirconium increased by 2.03%, reaching 12.59 yuan per share, with a trading volume of 224 million yuan and a turnover rate of 2.38%. The total market capitalization is 9.753 billion yuan [1]. - Year-to-date, the stock price has risen by 71.53%, with a 7.33% increase over the last five trading days, a 2.19% increase over the last 20 days, and an 11.52% decrease over the last 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders reached 128,200, an increase of 15.95% compared to the previous period. The average number of circulating shares per person decreased by 13.76% to 5,906 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder, holding 4.7607 million shares, a decrease of 1.904 million shares compared to the previous period [3]. Market Position - Dongfang Zirconium operates within the non-ferrous metals sector, specifically in the small metals category, and is associated with concepts such as solid-state batteries, small-cap stocks, lithium batteries, nuclear power, and margin financing [2].

Core Viewpoint - The A-share market experienced a significant rise, with major indices showing positive performance, particularly in sectors related to energy metals, lithium mining, and battery production [1]. Group 1: Market Performance - The ChiNext Index increased by 1.08%, the Shanghai Composite Index rose by 0.47%, and the Shenzhen Component Index gained 0.83% [1]. - Approximately 2,000 stocks rose while 3,300 stocks declined across the market [1]. Group 2: Sector Performance - The lithium battery electrolyte index surged by 7.23%, indicating strong investor interest in this segment [2]. - Other notable indices included the fiberglass index at 5.61%, the power battery index at 3.79%, and the lithium battery index at 3.22% [2]. - The lithium mining index also showed a positive change of 2.90%, reflecting ongoing demand in the lithium sector [2].

Core Viewpoint - Tibet Mining's stock price has shown significant growth this year, with a 26.67% increase, and recent trading activity indicates a positive trend in investor interest and capital inflow [1][2]. Group 1: Stock Performance - As of December 23, Tibet Mining's stock price reached 27.17 CNY per share, with a trading volume of 3.75 billion CNY and a market capitalization of 141.51 billion CNY [1]. - The stock has increased by 11.17% over the last five trading days and 23.78% over the last 60 days [1]. - Year-to-date, the stock has appreciated by 26.67% [1]. Group 2: Financial Performance - For the period from January to September 2025, Tibet Mining reported a revenue of 2.03 million CNY, reflecting a year-on-year decrease of 65.45% [2]. - The company recorded a net profit attributable to shareholders of -721.74 thousand CNY, a decline of 104.74% compared to the previous year [2]. Group 3: Shareholder Information - As of December 10, the number of shareholders for Tibet Mining increased by 3.75% to 111,300, while the average number of tradable shares per shareholder decreased by 3.62% to 4,680 shares [2]. - The company has distributed a total of 4.14 billion CNY in dividends since its A-share listing, with 3.29 billion CNY distributed over the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 5.33 million shares, an increase of 1.69 million shares from the previous period [3]. - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF have seen changes in their holdings, with the former decreasing by 32,500 shares and the latter by 5,200 shares [3].

Group 1 - The core viewpoint of the news is that Yinglian Co., Ltd. has shown significant stock performance, with a year-to-date increase of 96.84% and a recent market capitalization of 6.795 billion yuan [1] - As of December 23, the stock price reached 16.18 yuan per share, with a trading volume of 79.9143 million yuan and a turnover rate of 1.95% [1] - The company has experienced a net inflow of main funds amounting to 2.0845 million yuan, with large orders contributing significantly to the buying activity [1] Group 2 - Yinglian Co., Ltd. specializes in the research, production, and sales of "safe, environmentally friendly, and easy-to-open" metal packaging products, with a revenue composition of 43.25% from easy-open lids for canned food and 29.45% from easy-open lids for beverages [2] - The company was established on January 11, 2006, and went public on February 7, 2017, operating within the light industry manufacturing sector, specifically in metal packaging [2] - As of November 28, the number of shareholders increased by 13.58% to 50,200, while the average circulating shares per person decreased by 11.96% to 5,114 shares [2] Group 3 - Yinglian Co., Ltd. has distributed a total of 1.09 billion yuan in dividends since its A-share listing, with 10.0399 million yuan distributed over the past three years [3] - As of September 30, 2025, the fourth largest circulating shareholder is Zhonghang New Start Flexible Allocation Mixed A, holding 8.4766 million shares as a new investor [3]

璞泰来所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：固态电池、钠电池、PVDF 概念、储能、锂电池等。 截至9月30日，璞泰来股东户数12.45万，较上期增加80.40%；人均流通股17159股，较上期减少 44.57%。2025年1月-9月，璞泰来实现营业收入108.30亿元，同比增长10.06%；归母净利润17.00亿元， 同比增长37.25%。 12月23日，璞泰来盘中上涨2.01%，截至10:58，报27.40元/股，成交3.62亿元，换手率0.63%，总市值 585.37亿元。 资金流向方面，主力资金净流入1027.63万元，特大单买入1878.05万元，占比5.19%，卖出1948.48万 元，占比5.38%；大单买入7430.28万元，占比20.53%，卖出6332.21万元，占比17.50%。 璞泰来今年以来股价涨74.08%，近5个交易日涨6.95%，近20日涨5.26%，近60日涨0.88%。 今年以来璞泰来已经2次登上龙虎榜，最近一次登上龙虎榜为10月10日，当日龙虎榜净买入-2.35亿元； 买入总计2.62亿元 ，占总成交额比9.12%；卖出总计4.97亿元 ，占总成交 ...

Core Viewpoint - Ganfeng Lithium has shown significant stock performance with a year-to-date increase of 90.99%, reflecting strong market interest and investment activity in the lithium sector [1]. Group 1: Stock Performance - As of December 23, Ganfeng Lithium's stock price reached 66.58 CNY per share, with a trading volume of 20.20 billion CNY and a market capitalization of 139.598 billion CNY [1]. - The stock has experienced a 10.97% increase over the last five trading days, a 9.33% increase over the last 20 days, and a 26.72% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a trading board for high-volume stocks) four times this year, with the most recent appearance on October 13, where it recorded a net buy of -1.65 billion CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Ganfeng Lithium reported a revenue of 14.625 billion CNY, representing a year-on-year growth of 5.02% [2]. - The net profit attributable to shareholders for the same period was 25.52 million CNY, showing a substantial year-on-year increase of 103.99% [2]. Group 3: Shareholder Information - As of September 30, 2025, Ganfeng Lithium had 372,500 shareholders, an increase of 31.18% from the previous period, with an average of 3,243 shares held per shareholder, down by 23.77% [2]. - The company has distributed a total of 6.162 billion CNY in dividends since its A-share listing, with 3.933 billion CNY distributed over the last three years [3]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 69.1199 million shares, and several ETFs, with some experiencing reductions in holdings [3].

12月23日，上海洗霸盘中上涨2.03%，截至10:58，报71.37元/股，成交1.53亿元，换手率1.23%，总市值 125.24亿元。 资金流向方面，主力资金净流入940.87万元，特大单买入686.41万元，占比4.50%，卖出0.00元，占比 0.00%；大单买入3154.38万元，占比20.66%，卖出2899.92万元，占比18.99%。 上海洗霸今年以来股价涨195.16%，近5个交易日涨5.03%，近20日跌3.03%，近60日跌25.09%。 今年以来上海洗霸已经5次登上龙虎榜，最近一次登上龙虎榜为10月10日，当日龙虎榜净买入-8380.68 万元；买入总计1.41亿元 ，占总成交额比9.30%；卖出总计2.25亿元 ，占总成交额比14.83%。 资料显示，上海洗霸科技股份有限公司位于上海市中山北一路1230号柏树大厦B区5楼，成立日期1994 年7月4日，上市日期2017年6月1日，公司主营业务涉及水处理技术整体解决方案服务。主营业务收入构 成为：化学品销售与服务40.89%，水处理系统运行管理31.82%，设备销售与安装23.05%，其他产品服 务3.28%，风管清洗0.74%，水处 ...