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: Market Performance - The A-share market showed mixed performance with the Shanghai Composite Index slightly up by 0.12% to 3945.53, while the Shenzhen Component Index fell by 0.27% to 13449.75 [2] - The real estate, digital currency, and Hainan Free Trade Zone sectors performed well, while sectors like non-ferrous metals, rare earth permanent magnets, and lithium battery concepts saw declines [2] Group 2: Individual Stock Movements - Wanxiang Qianchao (000559) experienced a sharp increase, hitting the daily limit, while Shengtong Energy (001331) achieved a 10-day consecutive limit-up [1][3] - Shengtong Energy's stock price has significantly deviated from its fundamentals, and the company warned of potential rapid declines in the future if the stock continues to rise [3] - The multi-financial sector showed strength with stocks like Luxin Venture Capital (600783) and Huajin Capital (000532) also rising [3] Group 3: Industry Trends - The humanoid robot concept saw a surge, with multiple companies like Tianqi Co. (002009) and Zhejiang Rongtai (603119) also hitting their daily limits [9] - The commercial aerospace sector is gaining momentum, with companies like Shenjian Co. (002361) achieving six consecutive limit-ups [6] - Retail sector activity remains robust, with companies like Yimin Group (600824) and Anji Food (603696) reaching their daily limits, driven by government initiatives to boost consumer spending during the holiday season [9]

Flash | 22 Dec 2025 06:22:55 ET │ 13 pages Marvell Technology Inc (MRVL.O) Adding a Positive Catalyst Watch into CES CITI'S TAKE We hosted Marvell's SVP of Finance Steve Vermillion and SVP of Investor Relations Ashish Saran for investor meetings in Asia last week. Meetings reinforced positive conviction in our core thesis of accelerating Y/Y sales growth in 2026/27 driven by AI data centers. Fundamentally, we believe investor concerns around XPU competition at two hyperscale customers and optical/DSP opport ...

锋龙股份（002931）(002931.SZ)公告称，12月24日，诚锋投资、董剑刚、锋驰投资、厉彩霞与优必选 签署《关于浙江锋龙电气股份有限公司之股份转让协议》，约定诚锋投资向优必选协议转让上市公司合 计6552.99万股无限售条件流通股股份(占上市公司总股本的29.99%)及其所对应的所有股东权利和权益， 每股转让价格为人民币17.72元，不低于协议签署日前一个交易日目标公司股票收盘价的百分之九十， 股份转让价款总额为人民币11.61亿元。本次股份转让过户登记完成后，优必选及/或其指定主体向上市 公司除受让方以外的全体股东发出部分要约收购，要约收购股份数量为2845万股(占上市公司总股本的 13.02%)。本次交易完成后，上市公司控股股东将由诚锋投资变更为优必选，实际控制人由董剑刚变更 为周剑。公司股票自12月25日开市起复牌。 扬子晚报网12月25日讯(记者范晓林)今天是周四，昨天胜通能源（001331）9连板，嘉美包装 （002969）9天7板，神剑股份（002361）5连板，海南发展（002163）4连板，圣晖集成（603163）、安 通控股（600179）、创元科技（000551）、合兴包装（00 ...

Group 1 - The A-share and Hong Kong stock markets opened high but returned to volatility, with A-share sectors like aerospace satellites, photovoltaics, and 6G leading the gains [1] - In the Hong Kong market, trading was flat with reduced transaction volume, and southbound capital turned to net outflow during the session [1] - Semiconductor and chemical sectors performed well, with CRO concept stock Bai Ao Sai Tu being included in the Hong Kong Stock Connect and rising over 20% [1] Group 2 - SMIC has implemented price increases on some of its production capacity, with an increase of approximately 10% attributed to rising raw material costs, strong downstream demand, and the shutdown of some capacities by overseas leading companies [1] - Both SMIC and Hua Hong Semiconductor are components of the Hang Seng Technology Index and the Guo Zheng Hong Kong Stock Connect Technology Index, which have a balanced distribution across high-end manufacturing, biotechnology, and the internet industry [1] - The Hong Kong Stock Connect Technology ETF (159101.SZ), managed by Huaxia Fund, provides a low-threshold investment tool for individual investors to access Hong Kong technology assets [1]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：证券市场周刊市场号 文 |水岸 时间进入12月下旬，距离2025年结束仅剩寥寥几个交易日，但主线与个股的机会则愈演愈烈。笔者注意 到，当前节点，有很多主线走出趋势性行情，且一众个股正在走出加速主升浪行情，部分标的更是在短 期内已实现翻倍，如西部材料、再升科技等，另有标的走出了多个涨停，如长飞光纤（601869）等。 年底多条主线轮番上涨 把握牛股启动信号策略曝光 最近的市场整体已经开启拐头向上，如沪指在12月17日以来已走出了多个连阳形态。深成指与创业板均 迎来拐头向上，如12月22日，三大指数均强势高开，其中，创业板当天上涨超2%。在这种稳中向好的 市场格局中，很多主线与个股出现了强劲上涨。 从近期的市场行情来看，有以下主线机会（包括但不限于）出现了较强的赚钱效应， 1）光通信、 CPO，强势股如长芯博创、长飞光纤（多个"10cm"涨停） 2）存储芯片，强势股如珂玛科技、精智达 3）商业航天，强势股如久之洋、神剑股份（多个"10cm"涨停）等 4）人形机器人，安达智能、亨通光 电等较强 5）海南自贸，最新启动的主线，12月22日 ...

Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, share buybacks, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events [1] - Companies involved in key sectors such as CPO, commercial aerospace, 6G, chips, computing power, and data centers are mentioned, indicating their participation in low-orbit satellite antenna work and possession of optical module products [1] Group 2 - A company in the Hainan Free Trade Zone plans to issue 1.6 billion yuan in convertible bonds for data center projects, indicating a focus on data infrastructure [1] - Another company is investing 1 billion yuan in the construction of a high-performance HDI printed circuit board project, emphasizing advancements in autonomous driving and computing power [1]

Group 1 - Hainan Free Trade Port officially implemented full island closure operations on December 18, marking a new stage of regional openness [1] - The tax-free product catalog ratio in Hainan has increased from 21% to 74%, covering approximately 6,600 items, which is expected to reduce import tax burdens by about 20% for related enterprises [2] - The duty-free sales in Sanya have exceeded 100 million yuan for three consecutive days since the closure, leading to a surge in the Hainan sector with around 20 stocks hitting the daily limit [2] Group 2 - New Yi Sheng's stock price reached a historical high of 466.66 yuan, achieving a tenfold increase from its lowest price of 46.56 yuan in April, with a market capitalization surpassing 460 billion yuan [3] - The optical communication industry is expected to see significant growth, with the global optical module market projected to exceed $37 billion by 2029, and demand for 800G optical modules expected to double by 2025 [5] - The stock market in China is experiencing a strong rebound, with Goldman Sachs predicting continued growth, estimating a 14% increase in corporate earnings next year and a potential 38% rise in the stock market by the end of 2027 [6][7] Group 3 - The demand for AI-driven optical fibers is expected to increase significantly, with prices for AI optical fibers being 5-10 times higher than traditional fibers [11] - The market is currently characterized by a focus on high-quality stocks, with a preference for growth logic as companies prepare for annual report forecasts in January [13]

（原标题：主力资金丨CPO三剑客"易中天"获大幅抢筹） 通信行业主力资金净流入57.14亿元。 A股三大指数今日（12月22日）集体走强，行业板块多数收涨，贵金属、电子化学品、电机、半导体、 通信设备、能源金属、航运港口板块涨幅居前，医药商业、教育板块跌幅居前。 从今日主力资金情况来看，沪深两市全天主力资金结束9天的净流出状态，净流入17.43亿元。 13个行业主力资金净流入，通信行业主力资金净流入57.14亿元，居首；电力设备、电子行业主力资金 净流入金额分别为22.38亿元、11.57亿元；银行、有色金属、建筑装饰、基础化工行业主力资金净流入 金额均超5亿元。 18个主力资金净流出行业中，计算机、传媒行业主力资金净流出金额居前，分别为20.42亿元、17.05亿 元；食品饮料、农林牧渔、轻工制造、商贸零售、机械设备等行业主力资金净流出金额均超6亿元。 CPO三剑客"易中天" 获主力资金抢筹 海马汽车主力资金净流入8.25亿元。公司近日在投资者互动平台表示，出行业务主要通过三大板块协同 展开：一是与智行盒子联合打造的、覆盖大众出租网约、政企公务、文旅休闲租赁及社会福祉四大场景 的INJOY系列定制车型平台； ...

科技成长板块今日走强，AI产业链多点开花，半导体设备、CPO、光通信等概念强势领涨。指数层面，中证人工智能主题指数上涨2.5%，上证科创板人工 智能指数上涨0.8%。相关ETF中，科创人工智能ETF（588730）上一交易日获超2000万元资金净流入。 消息面上，近日，火山引擎在2025冬季FORCE原动力大会上发布了面向多模态Agent场景优化的豆包大模型1.8，并同步更新了企业级Agent落地支持体系与 阶梯式成本方案。数据显示，截至今年12月，豆包日均tokens使用量突破50万亿，同比增长超10倍，该模型已服务超百家万亿级企业客户，表明模型已在生 产环境中实现规模化验证。 每日经济新闻 ...