实达集团所属申万行业为：通信-通信设备-通信终端及配件。所属概念板块包括：福建自贸区、福建国 资、东数西算、人形机器人、云计算等。 截至9月30日，实达集团股东户数9.81万，较上期减少8.28%；人均流通股22191股，较上期增加9.51%。 2025年1月-9月，实达集团实现营业收入1.35亿元，同比增长111.97%；归母净利润-8757.10万元，同比 减少339.62%。 12月18日，实达集团（维权）盘中上涨2.06%，截至11:20，报4.95元/股，成交7.27亿元，换手率 6.87%，总市值107.83亿元。 资金流向方面，主力资金净流出126.12万元，特大单买入4391.85万元，占比6.04%，卖出3618.67万元， 占比4.98%；大单买入1.26亿元，占比17.37%，卖出1.35亿元，占比18.61%。 实达集团今年以来股价涨37.12%，近5个交易日跌13.01%，近20日涨17.86%，近60日涨25.32%。 今年以来实达集团已经15次登上龙虎榜，最近一次登上龙虎榜为12月10日，当日龙虎榜净买入-7073.53 万元；买入总计2.96亿元 ，占总成交额比7.45%；卖出 ...

今年以来厦门港务已经2次登上龙虎榜，最近一次登上龙虎榜为12月9日。 资料显示，厦门港务发展股份有限公司位于福建省厦门市湖里区东港北路31号港务大厦20楼,21楼，成 立日期1999年4月21日，上市日期1999年4月29日，公司主营业务涉及为散杂货码头装卸及相关综合物流 服务、商品贸易、建材销售等。主营业务收入构成为：综合供应链业务89.43%，港口配套服务5.65%， 码头装卸与堆存4.59%，其他(补充)0.33%。 来源：新浪证券-红岸工作室 12月18日，厦门港务盘中下跌2.02%，截至09:45，报12.58元/股，成交1.25亿元，换手率1.32%，总市值 93.32亿元。 资金流向方面，主力资金净流出812.95万元，特大单买入461.96万元，占比3.71%，卖出828.06万元，占 比6.65%；大单买入2186.25万元，占比17.56%，卖出2633.09万元，占比21.14%。 厦门港务今年以来股价涨78.44%，近5个交易日跌17.24%，近20日涨14.36%，近60日涨48.96%。 截至9月30日，厦门港务股东户数4.18万，较上期减少20.04%；人均流通股17738股，较 ...

来源：新浪证券-红岸工作室 异动分析 AI眼镜+智能穿戴+福建自贸区+芯片概念+人工智能 1、2025年9月17日互动易：公司已有适用于AI眼镜的芯片，已出货至终端客户，也在与手机品牌、初 创潮牌、ODM、方案商等多类客户持续接洽与合作中。 2、2024年4月11日互动易：南京起跑线穿戴电子科技有限公司的卫星导航S10芯片特点主要是超低功 耗，主要应用于智能穿戴领域。 2024年半年度报告：本集团以现金参股方式投资了南京起跑线穿戴电 子科技有限公司，出资额为人民币 10,000,000.00 元，持股比例为 4%。 3、公司办公地址处于福建省厦门市同安区后詹路1号16层 4、星宸科技股份有限公司的主营业务是端边侧AISoC芯片的设计、研发及销售。公司的主要产品是智 能安防、智能物联、智能车载、其他IC、技术服务、其他。 5、2024年3月15日互动易：公司通过新一代AI处理器IP研发项目的建设，公司将大幅提升新一代AI处理 器IP的处理能力，对当前AI处理器进行全方位升级，优化更多算法算子效率，进一步减小内存带宽使 用，并高效支持公司最新AIISP算法，迅速精确兼容适配客户在不同定制场景下的算法选择，大幅提升 ...

Core Insights - A-shares experienced significant adjustments on December 16, with the retail sector, represented by major consumer stocks, continuing to rebound, and smart driving concept stocks surging [1][3] Group 1: Retail Sector - Yonghui Supermarket's rise is attributed to its transformation efforts amid operational challenges and favorable policies, including the implementation of the "Fat Donglai" model and quality retail strategies [3] - Baida Group's attention is driven by policy support and internal positive signals, such as the early termination of shareholding reduction plans and actual controller's share increase, leading to four consecutive trading days of gains [4] Group 2: Aerospace and Technology - Aerospace Electronics gained focus due to the booming commercial aerospace industry, with external factors like SpaceX's IPO plans and internal advantages as a leading platform under China Aerospace Science and Technology Corporation [3] - Aerospace Development's rise is linked to industry benefits and internal reforms, participating in low-orbit satellite projects and benefiting from national strategic support [4] Group 3: Smart Driving and Automotive - Beiqi Blue Valley's listing is primarily driven by the active smart driving sector and improved company performance, with a significant year-on-year sales increase of approximately 69.05% in the first three quarters [5] - Aerospace Information's entry into the hot list is due to its involvement in electronic ID and vocational education concepts, gaining attention from the market [5] Group 4: Policy and Market Environment - Pingtan Development's rise is supported by favorable policies and market conditions, being positioned as a core topic for cross-strait integration due to its strategic location [6] - Tongyu Communication, Hualing Cable, and Dongbai Group's performance is characterized by multiple thematic effects, with each company benefiting from various emerging fields and favorable market conditions [6]

Core Viewpoint - Xiamen Port Authority's stock price has experienced significant fluctuations, with an 80.28% increase year-to-date, but a recent decline of 20.41% over the last five trading days [2] Group 1: Stock Performance - As of December 17, Xiamen Port's stock price was 12.71 CNY per share, with a market capitalization of 9.428 billion CNY [1] - The stock has seen a trading volume of 138 million CNY and a turnover rate of 1.45% [1] - Year-to-date, the stock has increased by 80.28%, with a 20.41% drop in the last five trading days, a 13.58% increase over the last 20 days, and a 48.92% increase over the last 60 days [2] Group 2: Financial Performance - For the period from January to September 2025, Xiamen Port reported a revenue of 16.612 billion CNY, a year-on-year decrease of 7.67%, while the net profit attributable to shareholders was 196 million CNY, reflecting a year-on-year increase of 3.12% [3] - The company has distributed a total of 1.004 billion CNY in dividends since its A-share listing, with 240 million CNY distributed over the last three years [4] Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders was 41,800, a decrease of 20.04% from the previous period, with an average of 17,738 shares held per shareholder, an increase of 25.06% [3] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 5.931 million shares, an increase of 2.1053 million shares from the previous period [4] Group 4: Business Overview - Xiamen Port Authority, established on April 21, 1999, and listed on April 29, 1999, primarily engages in stevedoring and related logistics services, commodity trading, and building materials sales [3] - The revenue composition includes 89.43% from integrated supply chain services, 5.65% from port support services, 4.59% from stevedoring and storage, and 0.33% from other sources [3] - The company operates within the transportation sector, specifically in shipping ports, and is associated with various concept sectors including Pingtan Experimental Zone, Fujian Free Trade Zone, and the Belt and Road Initiative [3]

来源：新浪证券-红岸工作室 12月16日，海通发展跌5.08%，成交额2.33亿元，换手率7.01%，总市值109.34亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之一。境内沿海运输方面，公司主要运输的货 物为煤炭，现已成为环渤海湾到长江口岸的进江航线中煤炭运输货运量最大的民营航运企业之一，同时 积极拓展铁矿、水渣等其他干散货物的运输业务。 今日主力净流入-1379.89万，占比0.07%，行业排名28/35，连续3 ...

Core Viewpoint - Xiamen Port Development Co., Ltd. experienced a significant drop in stock price by 8.13% on December 16, with a trading volume of 1.306 billion yuan and a turnover rate of 13.20%, leading to a total market capitalization of 9.644 billion yuan [1]. Company Overview - The company primarily engages in the handling of bulk cargo at its terminals, comprehensive logistics services, and commodity trading, making it the largest comprehensive logistics service provider in the Xiamen Port area [2]. - It possesses scarce resources such as bulk cargo terminals and a complete logistics service chain, facilitating effective intermodal logistics services [2][3]. - The company operates the largest bulk cargo handling terminal in Fujian Province and the only domestic container handling terminal in Xiamen Port, along with the largest container transport fleet in the province [3]. Business Performance - For the period from January to September 2025, the company reported a revenue of 16.612 billion yuan, a year-on-year decrease of 7.67%, while the net profit attributable to shareholders was 196 million yuan, reflecting a year-on-year increase of 3.12% [8]. - The main business revenue composition includes 89.43% from comprehensive supply chain services, 5.65% from port support services, and 4.59% from terminal handling and storage [7]. Market Position and Future Outlook - The company is strategically located in the core area of the Maritime Silk Road and has established friendly port relationships with 11 ports, including Port Klang in Malaysia and Miami Port in the USA, since the Belt and Road Initiative [3]. - The cross-border e-commerce regulatory center operated by the company has seen a significant increase in exports to Taiwan compared to the same period last year, indicating a focus on enhancing competitive cross-border e-commerce logistics channels [5]. Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders decreased by 20.04% to 41,800, while the average circulating shares per person increased by 25.06% to 17,738 shares [7]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third largest, holding 5.931 million shares, an increase of 2.1053 million shares compared to the previous period [8].

来源：新浪证券-红岸工作室 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之一。境内沿海运输方面，公司主要运输的货 物为煤炭，现已成为环渤海湾到长江口岸的进江航线中煤炭运输货运量最大的民营航运企业之一，同时 积极拓展铁矿、水渣等其他干散货物的运输业务。 5、根据2024年年报，公司海外营收占比为65.04%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 12月15日，海通发展涨1.14%，成交额1.70亿元，换手率4.92%，总市值115.18亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头 ...

来源：新浪证券-红岸工作室 12月12日，海通发展跌0.89%，成交额2.41亿元，换手率6.98%，总市值113.88亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之一。境内沿海运输方面，公司主要运输的货 物为煤炭，现已成为环渤海湾到长江口岸的进江航线中煤炭运输货运量最大的民营航运企业之一，同时 积极拓展铁矿、水渣等其他干散货物的运输业务。 区间今日近3日近5日近10日近20日主力净流入-1842.54万-9994. ...

来源：新浪证券-红岸工作室 资金分析 12月10日，海通发展跌2.78%，成交额3.73亿元，换手率10.23%，总市值120.20亿元。 异动分析 海峡两岸+福建自贸区+航运概念+统一大市场+人民币贬值受益 1、公司位于福建省福州市台江区长汀街23号升龙环球大厦42层。公司主要从事国内沿海以及国际远洋 的干散货运输业务。公司主要产品和服务为境内航区运输业务、境外航区运输业务。经过多年的积累， 公司已发展成为国内民营干散货航运领域的龙头企业之一。 2、公司办公地址处于福建省福州市台江区长汀街23号升龙环球大厦42层 3、公司主要从事国内沿海以及国际远洋的干散货运输业务。公司主要产品和服务为境内航区运输业 务、境外航区运输业务。 4、公司2023年半年报公告：公司主要从事国内沿海以及国际远洋的干散货运输业务。经过多年的积 累，公司已发展成为国内民营干散货航运领域的龙头企业之一。境内沿海运输方面，公司主要运输的货 物为煤炭，现已成为环渤海湾到长江口岸的进江航线中煤炭运输货运量最大的民营航运企业之一，同时 积极拓展铁矿、水渣等其他干散货物的运输业务。 5、根据2024年年报，公司海外营收占比为65.04%，受益于人 ...