腾达科技所属申万行业为：机械设备-通用设备-金属制品。所属概念板块包括：核电、中俄贸易概念、 机械、太阳能、融资融券等。 截至12月31日，腾达科技股东户数2.49万，较上期增加54.24%；人均流通股2702股，较上期减少 35.17%。2025年1月-9月，腾达科技实现营业收入15.40亿元，同比增长15.07%；归母净利润6322.35万 元，同比增长9.80%。 分红方面，腾达科技A股上市后累计派现7600.00万元。 责任编辑：小浪快报 1月6日，腾达科技盘中上涨2.01%，截至11:20，报24.35元/股，成交1.59亿元，换手率9.76%，总市值 48.70亿元。 资金流向方面，主力资金净流入680.62万元，特大单买入115.65万元，占比0.73%，卖出0.00元，占比 0.00%；大单买入2546.63万元，占比16.04%，卖出1981.66万元，占比12.48%。 腾达科技今年以来股价涨3.35%，近5个交易日涨0.25%，近20日涨5.14%，近60日涨16.40%。 资料显示，山东腾达紧固科技股份有限公司位于山东省枣庄市滕州市经济开发区鲁班大道北路1999号， 成立日期2015年 ...

Group 1 - The core viewpoint of the news is that Taiyuan Iron and Steel (Group) Co., Ltd. (Tai Steel) has shown fluctuations in stock performance, with a recent increase in stock price and significant trading activity [1] - As of January 6, Tai Steel's stock price rose by 2.04% to 5.00 CNY per share, with a total market capitalization of 28.481 billion CNY [1] - The company has seen a net inflow of main funds amounting to 21.177 million CNY, with large orders contributing significantly to the buying activity [1] Group 2 - For the period from January to September 2025, Tai Steel reported operating revenue of 68.004 billion CNY, a year-on-year decrease of 9.67%, while net profit attributable to shareholders increased by 202.48% to 568 million CNY [2] - The company has distributed a total of 12.570 billion CNY in dividends since its A-share listing, with 1.43 million CNY distributed in the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 2.31% to 138,600, while the average number of circulating shares per person increased by 2.36% to 41,098 shares [2][3]

Core Viewpoint - Xizi Clean Energy experienced a decline in stock price and significant net outflow of funds, indicating potential challenges in market performance and investor sentiment [1]. Financial Performance - For the period from January to September 2025, Xizi Clean Energy reported a revenue of 4.333 billion yuan, a year-on-year decrease of 11.20% [2]. - The net profit attributable to shareholders for the same period was 177 million yuan, reflecting a substantial year-on-year decline of 58.31% [2]. Stock Market Activity - As of January 6, Xizi Clean Energy's stock price was 16.36 yuan per share, with a market capitalization of 13.676 billion yuan [1]. - The stock has seen a year-to-date decline of 2.44%, an 8.09% drop over the last five trading days, and a 6.78% decrease over the last 60 days [1]. - The company experienced a net outflow of 17.3878 million yuan in principal funds, with significant selling pressure from large orders [1]. Shareholder Information - As of December 20, the number of shareholders for Xizi Clean Energy was 30,500, a decrease of 5.02% from the previous period [2]. - The average number of circulating shares per shareholder increased by 5.29% to 26,999 shares [2]. Dividend Distribution - Since its A-share listing, Xizi Clean Energy has distributed a total of 1.923 billion yuan in dividends, with 295 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 18.2984 million shares, an increase of 5.8906 million shares from the previous period [3]. - Notably, several ETFs have exited the list of the top ten circulating shareholders [3].

Core Viewpoint - China Xidian's stock price has shown a positive trend, with a year-to-date increase of 6.04% and significant gains over various time frames, indicating strong market performance and investor interest [1][2]. Group 1: Stock Performance - As of January 6, China Xidian's stock rose by 2.12%, reaching 9.65 CNY per share, with a trading volume of 859 million CNY and a turnover rate of 1.76%, resulting in a total market capitalization of 49.465 billion CNY [1]. - The stock has increased by 1.47% over the last five trading days, 13.80% over the last 20 days, and 34.40% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, China Xidian reported a revenue of 16.959 billion CNY, reflecting a year-on-year growth of 11.85%, and a net profit attributable to shareholders of 939 million CNY, which is a 19.29% increase compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for China Xidian reached 178,900, an increase of 7.47% from the previous period, with an average of 28,658 circulating shares per shareholder, a decrease of 6.95% [2]. - The company has distributed a total of 4.670 billion CNY in dividends since its A-share listing, with 1.235 billion CNY distributed over the last three years [3].

Group 1 - The core business of Pinggao Electric includes research, design, manufacturing, sales, installation, testing, maintenance, and service of power transmission and distribution equipment and core components, with a focus on medium, high, ultra-high, and extra-high voltage AC and DC switchgear [2] - As of September 30, 2025, Pinggao Electric achieved operating revenue of 8.436 billion yuan, a year-on-year increase of 6.98%, and a net profit attributable to shareholders of 982 million yuan, a year-on-year increase of 14.62% [2] - The company's main revenue sources are from the high voltage segment (57.30%), distribution network segment (28.03%), operation and maintenance services (11.13%), international segment (2.93%), and other businesses (0.61%) [2] Group 2 - As of January 6, 2025, Pinggao Electric's stock price increased by 5.94% year-to-date, with a 2.11% increase over the last five trading days and an 8.31% increase over the last twenty days [1] - The company has distributed a total of 3.788 billion yuan in dividends since its A-share listing, with 1.01 billion yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders of Pinggao Electric was 64,100, an increase of 0.63% from the previous period [2]

Core Viewpoint - The stock of Rigong Optics has shown a mixed performance recently, with a slight increase year-to-date but a decline over the past five trading days, indicating potential volatility in the market [1]. Group 1: Stock Performance - As of January 5, Rigong Optics' stock price increased by 2.07%, reaching 36.02 CNY per share, with a trading volume of 1.51 billion CNY and a turnover rate of 3.56%, resulting in a total market capitalization of 4.354 billion CNY [1]. - Year-to-date, the stock has risen by 2.07%, but it has decreased by 1.91% over the last five trading days, while showing significant increases of 28.23% over the last 20 days and 33.16% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Rigong Optics reported a revenue of 469 million CNY, reflecting a year-on-year growth of 13.79%, and a net profit attributable to shareholders of 39.6118 million CNY, which is a 47.56% increase compared to the previous year [2]. - The company has distributed a total of 100 million CNY in dividends since its A-share listing, with cumulative distributions of 47.2416 million CNY over the past three years [3]. Group 3: Business Overview - Rigong Optics, established on August 29, 2000, and listed on November 1, 2016, is located in the Wuhan University Science and Technology Park in Hubei Province. The company specializes in providing integrated solutions and services for optical fiber sensing technology safety monitoring systems [1]. - The main revenue sources for Rigong Optics include optical fiber sensing monitoring systems (50.28%), integrated fire alarm services (26.89%), intelligent applications (15.56%), smart IoT platforms (6.97%), and other services (0.29%) [1].

Group 1 - The A-share market is expected to experience a "New Year opening red" trend due to improved liquidity and exchange rate conditions compared to the previous two years [1][3] - Key sectors to focus on include semiconductors, AI, non-bank financials, new energy, and machinery equipment, with a long-term positive outlook on industrial metals, small metals, and innovative pharmaceuticals [1] - The market sentiment index has risen to 80, indicating high investor enthusiasm, and the "cross-year market" is likely to continue into January [2] Group 2 - The geopolitical tension from the U.S. military action in Venezuela is expected to lead to short-term increases in gold and oil prices, while the long-term impact on international oil prices may be negative [4] - China's heavy reliance on Venezuelan crude oil, which accounts for 80% of its imports, poses risks to certain chemical products due to potential instability in raw material supply [4] - The domestic technology sector, particularly semiconductors and AI chips, is positioned as a core driver of market performance, supported by government policies promoting smart devices and venture capital initiatives [4]

中信建投主要观点如下： 从总的态势看，2026年是"十五五"夯实基础、全面发力的起步之年；从外部环境看，2026年是战略反攻 之年；从经济结构看，2026年是创新育新之年；从增长动力看，2026年是提振内需之年；从政策空间 看，2026年是财政和货币政策"双宽松"之年；从风险挑战看，2026年是风险收敛之年。在"政策支持+内 需企稳+产业升级"的支持下，2026年GDP预期增长将在5%左右。 A股市场：2026年A股牛市有望持续，预计指数依然震荡上行但涨幅放缓，投资者更加关注基本面改善 和景气验证。中信建投认为，应警惕科技板块结构性/阶段性回调风险，资源品很可能成为A股在科技主 线后一条新的主线方向。 中信建投（601066）发布研报称，展望2026年，A股牛市有望持续，资源品很可能成为A股在科技主线 后一条新的主线方向。港股市场方面，2025年提出了A股港股"新四牛"的概念，即"资金流入牛"、"科技 创新牛"、"制度改革牛"和"消费升级牛"，这四头牛的力量将在2026年继续推动市场走出稳中向上的曲 线。随着大量优质国内公司赴港上市以及美国降息周期的演进，港股市场2026年活跃度将进一步被激 发，港股仍有较大 ...

MACD金叉信号形成，这些股涨势不错！ 转自：证券时报 人民财讯1月3日电，中信建投研报称，2026年A股牛市有望持续，预计指数依然震荡上行但涨幅放缓， 投资者更加关注基本面改善和景气验证。应警惕科技板块结构性/阶段性回调风险，资源品很可能成为A 股在科技主线后一条新的主线方向。中美全面博弈可能对A股投资产生重要影响，建议布局未来产业、 紧抓关键资源与军工方向。行业重点关注：新能源、有色金属、基础化工、石油石化、非银、军工、机 械设备、计算机等。主题重点关注：新材料、固态电池、商业航天、核电、两岸融合等。 ...

2025年，美股在"关税政策波动"与"美联储降息"的双重逻辑共振下，走出强劲行情，三大指数连续第三年 录得两位数涨幅并屡创历史新高，截至12月30日，标普500全年累涨17.25%，纳指涨21.28%，道指涨 13.69%。 年初，标普500、道指屡创新高，AI板块领涨；4月遭遇"关税惊魂"，特朗普政府宣布"对等关税"引发市场 剧烈恐慌，纳指、罗素2000先后进入技术性熊市；随着关税政策缓和、美联储宣布降息，叠加AI热潮共 振，美股强劲反弹，AI细分赛道全面爆发；进入12月，美股在高位震荡整理，依托季节性的"圣诞老人涨 势"维持强势姿态，最终以双位数年度涨幅圆满收官。 从板块表现来看，美股11大行业均录得正增长，其中，材料板块年内涨幅高达64.89%，以显著优势领跑所 有行业，医疗保健涨超55%紧随其后，通讯服务则以41.38%的涨幅位居第三。 公用事业 37.38% 金融 29.82% 工业 28.41% 可选消费 14.12% 能源 13.81% 13.31% 日常消费 房地产 9.16% 数据来源:Wind 美股材料股TOP10 | 代码/公司名称 | 区间涨跌幅 (本年初- | -2025.12.30 ...