12月25日，A股三大指数早盘走势分化，沪指震荡走强，创业板指震荡调整，截至午间收盘，上证指数 涨0.29%，深证成指跌0.11%，创业板指跌0.37%。盘面上，商业航天概念再度走强，广联航空、博云新 材、中天火箭等超20股涨停。人形机器人概念走强，天奇股份、万向钱潮等股涨停。有色金属板回调， 白银有色等股跌超6%。CPO概念震荡调整，长飞光纤、天孚通信等纷纷下跌。跨境支付、可控核聚变 概念、保险等板块也涨幅居前，海南自贸概念、光刻机、固态电池等板块跌幅居前。 ...

Group 1 - The core viewpoint of the news is that Jingrui Electric Materials Co., Ltd. has experienced significant stock price growth and strong financial performance, with a notable increase in revenue and net profit year-on-year [1][2]. - As of December 25, the stock price of Jingrui Electric Materials is 17.14 yuan per share, with a market capitalization of 18.391 billion yuan and a year-to-date stock price increase of 84.20% [1]. - The company's main business revenue composition includes high-purity chemicals (58.69%), photoresists (13.79%), lithium battery materials (13.68%), industrial chemicals (9.61%), energy (4.01%), and others (0.23%) [1]. Group 2 - For the period from January to September 2025, Jingrui Electric Materials achieved an operating income of 1.187 billion yuan, representing a year-on-year growth of 11.92%, and a net profit attributable to shareholders of 128 million yuan, reflecting a staggering year-on-year increase of 19,202.65% [2]. - The company has distributed a total of 248 million yuan in dividends since its A-share listing, with 117 million yuan distributed in the last three years [3]. - As of September 30, 2025, the number of shareholders of Jingrui Electric Materials increased by 19.81% to 111,400, while the average circulating shares per person decreased by 10.67% to 9,585 shares [2].

Group 1 - The core viewpoint of the news is that Woge Optoelectronics has shown a mixed performance in stock price and financial results, with a notable increase in stock price year-to-date but a decline in recent trading days [1][2]. - As of December 24, Woge Optoelectronics' stock price increased by 2.22% to 32.68 CNY per share, with a market capitalization of 7.342 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 29.43%, but a recent decline of 4.05% over the last five trading days [1]. Group 2 - For the period from January to September 2025, Woge Optoelectronics achieved a revenue of 1.9 billion CNY, representing a year-on-year growth of 15.66%, while the net profit attributable to shareholders was -66.9427 million CNY, a decrease of 35.45% year-on-year [2]. - The company has distributed a total of 118 million CNY in dividends since its A-share listing, with 21.3646 million CNY distributed over the past three years [3]. - As of September 30, 2025, Woge Optoelectronics had 23,100 shareholders, an increase of 10.46% from the previous period, with an average of 9,729 circulating shares per shareholder, a decrease of 9.46% [2][3].

Group 1 - The core viewpoint of the news is that Shanghai HaLi Group Co., Ltd. has shown significant stock performance and financial growth in 2025, with a notable increase in revenue and net profit compared to the previous year [1][2][3] - As of December 24, the stock price of HaLi increased by 2.08% to 20.64 CNY per share, with a total market capitalization of 22.154 billion CNY [1] - Year-to-date, HaLi's stock price has risen by 69.36%, although it has experienced a decline of 9.39% over the past 20 days and 25.16% over the past 60 days [1] Group 2 - HaLi's main business involves the research, production, and sales of refrigeration rotary compressors, automotive electric scroll compressors, and refrigeration motors, with compressor-related products accounting for 73.17% of revenue [2] - For the period from January to September 2025, HaLi achieved operating revenue of 16.489 billion CNY, representing a year-on-year growth of 8.67%, and a net profit attributable to shareholders of 55.333 million CNY, up 143.64% year-on-year [2] - The company has a total of 165,500 shareholders as of September 30, 2025, which is an increase of 41.29% compared to the previous period [2]

证券研究报告 2025 年 12 月 24 日 星期三 【A 股市场大势研判】 三大指数收微红 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3919.98 | 0.07% | 2.61 | | | 深证成指 | 13368.99 | 0.27% | 36.26 | | | 沪深 300 | 4620.73 | 0.20% | 9.11 | | | 创业板 | 3205.01 | 0.41% | 13.03 | | | 科创 50 | 1340.02 | 0.36% | 4.77 | | | 北证 50 | 1439.94 | -0.64% | -9.34 | | 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万一级涨幅前五 | | | 申万一级跌幅前五 | 热点板块 n | 涨幅前五 | 热点板块跌幅前五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 电力设备 | 1.12% | 社会服务 | -2.07% ...

Market Overview - Victory Energy (001331) has achieved an 8-day consecutive limit-up, while Luyuan Pharmaceutical (002788) has seen a 5-day consecutive limit-up. Other notable stocks include Jiamei Packaging (002969) with 6 limit-ups in 8 days and Shenjian Co. (002361) with 4 consecutive limit-ups [1] - The market experienced a pullback after a rise, with the ChiNext Index rising over 1% during the day. The total trading volume in the Shanghai and Shenzhen markets reached 1.9 trillion yuan, an increase of 37.9 billion yuan compared to the previous trading day [1] - Nearly 3,900 stocks in the market declined, while sectors such as photolithography machines, batteries, and the Hainan Free Trade Zone saw significant gains [1] Industry Highlights - The lithium battery sector was boosted by a renewed price surge in the supply chain, with companies like Tianji Shares (002759) and Duofluoride (002407) hitting the daily limit. Lithium mining stocks such as Dazhong Mining (001203) and Tianhua New Energy (300390) saw increases of over 10% [1] Company News - Ningbo Huaxiang (002048) announced that its subsidiary, Huaxiang Qiyuan, signed a contract to produce robot joints for a leading domestic manufacturer, which is expected to enhance its competitive advantage in the smart robot components market [2] - Victory Energy (001331) clarified that it does not engage in robot-related business and has no plans for asset restructuring in the next 12 months. The company has seen a cumulative stock increase of 114.44% over the past 8 trading days [2] - *ST Xinyan (300159) will resume trading on December 24, 2025, after completing a capital increase plan that will raise its total share capital from 1.496 billion shares to 3.29 billion shares through a 10-for-12 bonus share issuance [3]

23日开放式基金净值增长排名后10的基金分别是：永赢高端装备智选混合发起C、永赢高端装备智选混合发起A、汇安价值蓝筹混合C、汇安价值蓝筹混合 A、长城久嘉创新成长混合C、长城久嘉创新成长混合A、平安中证卫星产业指数A、平安中证卫星产业指数C、南方中证通用航空主题ETF发起联接C、南方 中证通用航空主题ETF发起联接A。 写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： | 基金简称 PK | | | 最新净在 | | | --- | --- | --- | --- | --- | | 1 | 国投瑞银产 ... C | 1.0207 | 4.15% | 8 | | | 014489 | 2025-12-23 | | | | 2 | 国投瑞银产...A | 1.0438 | 4.15% | 7 | | | 014488 | 2025-12-23 | | | | 3 | 申万菱信新 ... A | 2.3820 | 4.02% | 13 | | ...

根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：光刻机、氟化工概念与光刻胶。排名前10位的概念板块相关数据见下 表： 一、强势个股 | 概念名称 | 涨跌幅 (%) | 涨停用 | | --- | --- | --- | | 光刻机 | 2.11 | | | 氟化工概念 | 1.8 | | | 光刻胶 | 1.61 | | | PET铜箔 | 1.57 | | | 中芯国际概念 | 1.57 | | | 液冷服务器 | 1.56 | | | PVDF概念 | 1.43 | | | 有机硅概念 | 1.4 | | | 钠离子电池 | 1.4 | | | 固态电池 | 1.19 | | 截至12月23日收盘，上证综指上涨0.07%，收于3919.98点，深证成指上涨0.27%，收于13368.99点，创业板指上涨0.41%，收于3205.01点。今日沪深两市A股 共计68只涨停，综合当前连板数以及当日龙虎榜数据，其中较为强势的前三只个股分别为：鹭燕医药（002788）、神剑股份（002361）与楚环科技 （001336）。今日强势个股前10位具体数据见下表： （文章来源：21世纪经济报道 ...

英维克（002837）市值突破千亿大关。 A股今日（12月23日）走势出现明显分化，以保险、银行为首的大市值个股拉升，小盘股走势疲弱；港股午后下探，恒生指数翻绿。 具体来看，三大股指盘中强势上扬，午后涨幅有所收窄。截至收盘，沪指微涨0.07%报3919.98点，深证成指涨0.27%，创业板指涨 0.41%，中证2000指数跌0.63%，沪深北三市合计成交19216亿元，较此前一日增加近400亿元。 A股市场超3800股飘绿，旅游餐饮、零售、食品饮料等消费板块集体下挫，曲江文旅跌停，近日4连板的庄园牧场逼近跌停；商业航天 概念跳水，顺灏股份跌停，中国卫通跌超9%；光刻机、先进封装等半导体产业链股强势，美埃科技、同飞股份等涨停；液冷服务器等 AI产业链股拉升，英维克（002837）尾盘涨停续创新高；锂电产业链股崛起，奕东电子涨停续创新高，华盛锂电等涨超10%。 此外，今日上市的三只新股——纳百川、锡华科技、天溯计量收盘分别上涨408.2%、264.5%、174.5%，盘中最高攀升至180元/股、46 元/股、150.99元/股，若以上述最高价计算，三股单签最高盈利分别达7.87万元、1.8万元、5.71万元。 港 ...

截至12月23日收盘，中芯国际概念上涨1.57%，位居概念板块涨幅第5，板块内，55股上涨，美埃科技 20%涨停，多氟多、快克智能、圣晖集成等涨停，天华新能、盛剑科技、艾森股份等涨幅居前，分别上 涨8.48%、7.72%、5.77%。跌幅居前的有再升科技、国机精工、华达科技等，分别下跌7.98%、6.33%、 3.07%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 光刻机 | 2.11 | 太赫兹 | -2.72 | | 氟化工概念 | 1.80 | 军工信息化 | -2.54 | | 光刻胶 | 1.61 | DRG/DIP | -2.53 | | PET铜箔 | 1.57 | 赛马概念 | -2.38 | | 中芯国际概念 | 1.57 | 卫星导航 | -2.35 | | 液冷服务器 | 1.56 | 华为盘古 | -2.25 | | PVDF概念 | 1.43 | 天津自贸区 | -2.15 | | 有机硅概念 | 1.40 | 移动支付 | -2.06 | | 钠离子电池 | 1.40 | 冰 ...