资金也持续借道ETF布局创业板投资机遇。Wind数据显示，12月16日，低费率百亿级宽基创业板ETF广 发（159952）单日获资金净买入，最新规模超134亿元。创业板ETF广发（159952，联接A/C/F类 003765/003766/021739）紧密跟踪创业板指数，管理费率仅0.15%/年，处于全市场最低一档，为投资者 布局创业板龙头公司提供了低成本投资工具。 12月17日，A股午后上攻，截至发稿，上证指数涨超1%，创业板指涨逾3%，创业板指成分股中多只个 股表现活跃，天孚通信、新易盛、中际旭创等多股涨幅居前。相关ETF中，低费率百亿级宽基创业板 ETF广发（159952）资金交投活跃。 此前12月15日，创业板指数更换8只样本股，调入名单包含双林股份、常山药业、富临精工、长芯博 创、长盛轴承等。据长江有色金属网，本次调整后，创业板指数战略性新兴产业权重达到93%，新一期 样本公司前三季度营业收入、净利润同比增速分别为16%、24%，研发费用同比增速为13%，其中30家 公司研发强度超10%，进一步强化了指数对新兴产业的表征性，实现"质效焕新"。 业内人士表示，此次系列指数调整是资本市场服务国家创新驱 ...

南都讯 12月16日，华南理工大学粤港澳大湾区科创产业院（以下简称"科创院"）在广州揭牌成立，现 场举行了华南理工大学科创产业基金战略签约仪式，由校友完成首期募集，并联动港澳资本形成规模超 30亿元的总基金池。 在科创产业基金战略签约仪式上，九家投资机构参与签约。值得一提的是，该基金的部分收益将用于支 持学生创新创业，一体推进教育科技人才发展，为高水平大学建设和区域创新发展提供可持续支撑。 采写：南都N视频记者 孙小鹏 王诗琪 通讯员 华轩 科创产业院设置科创产业基金，由华南理工大学联合校友发起，联动政府、上市校友企业及港澳资本共 同设立，以"投早投小、投长期、投硬科技"为核心导向，并依托华工校友产业网络，构建"资本+资 源"双轮驱动体系。 华南理工大学党委书记章熙春指出，华南理工大学集聚创新资源和校友资源等核心优势，全力推进科创 院建设。科创院将着力统筹粤港澳三地及校内外科技创新和产业资源，推动科创企业与国际资本的对 接，有组织地推进华南理工大学科研成果、港澳技术成果以及全球多点布局的离岸中心、联合实验室成 果在大湾区落地转化、辐射全球，打造"高校研发﹣湾区制造﹣港澳融资﹣国际市场"产业新模式，成为 大湾区 ...

Group 1 - The chemical sector is experiencing a strong upward trend, with the chemical ETF (516020) showing a maximum intraday increase of 2.32% and currently up by 2.19% [1] - Key stocks in the sector, such as Tianqi Lithium and Salt Lake Potash, have seen significant gains, with both rising over 7%, while other companies like Wanhua Chemical and Xingfa Group have increased by over 3% [1][2] - Lithium carbonate prices have reached a new high, increasing by 1,170 CNY to 97,100 CNY per ton, marking a five-day consecutive rise, with a total increase of 4,440 CNY in the last five days [2][3] Group 2 - The chemical sector still presents a favorable valuation, with the chemical ETF's underlying index price-to-book ratio at 2.33, which is relatively low compared to the past decade [3] - The demand for chemical products is expected to grow due to various industries, including real estate, automotive, and textiles, with policies aimed at expanding domestic demand during the 14th Five-Year Plan period [3] - The chemical industry is transitioning from a focus on scale expansion to high-quality growth, aided by industry self-regulation and policy collaboration [3] Group 3 - The chemical ETF (516020) provides an efficient way to invest in the chemical sector, with nearly 50% of its holdings in large-cap leading stocks, allowing investors to capitalize on strong market trends [4] - The ETF covers various sub-sectors within the chemical industry, including phosphate and nitrogen fertilizers, fluorochemicals, and lithium battery materials, providing a comprehensive investment opportunity [4]

Core Viewpoint - The chemical sector is experiencing a strong upward trend, with the chemical ETF (516020) showing significant gains, particularly in lithium battery materials, potassium fertilizers, and fluorine chemicals [1][8]. Group 1: Market Performance - The chemical ETF (516020) opened with a steady increase, reaching a maximum intraday gain of 2.32% and closing with a gain of 2.19% [1][8]. - Key stocks in the sector, such as Tianqi Lithium and Salt Lake Potash, saw increases exceeding 7%, while other companies like Wanhu Chemical and Xingfa Group rose over 3% [1][8]. Group 2: Price Movements - Lithium carbonate prices rose by 1,170 CNY to 97,100 CNY per ton, marking a new high in over a year, with a cumulative increase of 4,440 CNY over the past five days [10]. - Lithium hydroxide prices increased by 1,100 CNY to 85,500 CNY per ton, also reaching a new high, with a five-day cumulative increase of 3,630 CNY [10]. Group 3: Valuation Insights - The chemical sector is currently viewed as having a favorable cost-performance ratio, with the chemical ETF's underlying index price-to-book ratio at 2.33, positioned at the 39.92 percentile over the past decade [3][10]. Group 4: Future Outlook - The demand for chemical products is expected to grow, driven by various industries including real estate, automotive, and textiles, despite anticipated pressure on real estate demand by 2025 [11]. - The chemical industry is transitioning from a phase of scale expansion to high-quality growth, aided by policy collaboration and self-regulation within the industry [11].

点击免费限量礼盒 摘要 ： 近日，海关总署2025年蛋白质测定仪采购项目公开招标，预算914万采购24台定氮仪。近日， 该项目中标结果公布，海能技术独揽该标，以631万元中标该项目。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 12月15日，山东省教育厅网站 公示，拟申报设置齐鲁中医药学院（生格本科、临沂工学院两 齐 鲁 中 医 药 学 院 以 山 东 中 医 药 高 等 专 科 学 校 为 建 校 基 础 ， 2023 年 纳 入 山 东 省 高 等 学 校 设 置"十四五"规划并报教育部备案，2025年12月进入山东省教育厅公示阶段（拟申报）。 作为山东省中医药领域的传统强校，学校以 中医药类专业 为核心，涵盖中医学、 中 药 学 、 针灸推拿、康复治疗学、 药学 等领域。 所高校。 若获批，将成为山东省第五所"齐鲁"系普通高校（前四所为齐鲁工业大学、齐鲁师范学院、齐 鲁理工学院、齐鲁医药学院），填补胶东半岛本科中医药教育空白。 临沂工学院 是 山东省人民政府批准建设的全日制民办非营利性普通本科学校 ，列入山东省高 校设置"十四五 ...

（记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：贵司是否有计划推进磁材认证AS9100D航空航天质量 管理体系？ 正海磁材（300224.SZ）12月17日在投资者互动平台表示，公司产品主要应用于新能源、节能化和智能 化等"三能"高端应用领域，包括新能源汽车、风电等新能源，汽车节能电气、节能家电、节能电梯，具 身智能机器人和低空飞行器等智能装备、手机等智能消费电子等。目前公司暂未启动AS9100D认证相关 工作，后续将结合业务发展需求统筹规划。 ...

12月17日，A股三大股指震荡走高，截止午盘，沪指涨0.17%报3831.43点，深成指涨0.83%报13021.35 点，创业板指涨1.21%报3108.8点，科创50指数涨0.32%报1297.49点；沪深两市半日成交额1.02万亿，全 市场超3700只个股下跌。 盘面上热点快速轮动，锂矿概念走强，金圆股份4天2板，盛新锂能涨停。电解液概念震荡反弹，天际股 份涨停。算力硬件概念表现活跃，环旭电子涨停，"易中天"光模块三巨头集体上涨。零售、乳业概念探 底回升，庄园牧场直线涨停，利群股份2连板。下跌方面，高位股大面积退潮，博纳影业、太阳电缆、 中源家居触及跌停。 热门板块 液冷服务器概念走强 液冷服务器概念延续强势，飞龙股份2连板，英维克涨停，奕东电子领涨，科创新源、欧陆通、大元泵 业、思泉新材涨幅靠前。 消息面上，第五届国际AIDC液冷供应链千人峰会暨·国际数据中心液冷市场趋势分析会将于12月18 日-19日召开。据媒体报道，近两年全球的AI巨头已开始拥抱液冷。以英伟达为例，去年在B100、H200 芯片上，就正式从风冷散热升级为液冷散热。 能源金属拉升 能源金属拉升，盛新锂业、天齐锂业、融捷股份、赣锋锂业 ...

Q&A 美联储年内第三次降息！影响多大 20251216 摘要 美联储下半年降息，主要受贸易战缓和及就业市场走弱影响，预计 2026 年降息次数有限，需密切关注美国就业数据，新任美联储主席政 策倾向存在不确定性。 美联储降息通过增加全球流动性、削弱美元吸引力及提振中国出口等多 重路径利好 A 股，尤其是在美国制造业周期回升的背景下，中国出口有 望进一步增长。 美元走弱引发全球资产价格波动，以美元计价的大宗商品如石油价格受 到影响，利率敏感型资产如黄金、白银表现强劲，伦敦金接近历史高点。 2025 年全球股市普遍表现强劲，主要原因包括美联储降息和美元走弱， 特朗普政府希望通过弱势美元促进出口和制造业就业，提升风险偏好。 2026 年科技板块预计仍是市场主线，高端制造业是经济增长的重要手 段，人工智能等新技术提高劳动生产率，国家战略和政策支持力度大。 2025 年资本市场反转得益于财政政策，经济温度逐步升高，但速度较 慢，更多是基于前几年被极度低估资产的大幅修正，如创新药、新能源 及 AI 领域。 TMT 和电子行业是少数具有盈利增速的领域，投资者应关注能够创造回 报的公司，科技板块依然值得关注，年底可适当降低科 ...

成份股方面，钾肥、聚氨酯、锂电等板块部分个股涨幅居前。截至发稿，盐湖股份飙涨超5%，万华化学大涨超3%，天赐材料、鲁西化工、藏格矿业等多股 跟涨超2%。 | | | 多日 1分 5分 15分 30分 60分 | | 日 周月 = | | | F9 盘前盘后 喬加 九转 画线 下具 © 2 > | | 16 D | | 51602 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.790 | | | 09:49 6 0.787 | | | ₹ 0.011(1.42%) 均价 0.786 成交量 2894 IOPV 0.7862 202 ... | | We 1.80% | 0 7 37 | | +0.011 +1.429 | | 0.783 | | | | | | | | 0.9096 | SSE CNY 9:49:10 交易中 | | 一 。 | | | | | | | | | | | 净值走势 | | 华宝化工ETF | | 0.776 | | | | | | | | 0.00% | 委比 | 0. ...

Group 1 - The chemical sector experienced a significant rally on December 17, with the chemical ETF (516020) opening strong and reaching a maximum intraday increase of 1.8%, closing with a gain of 1.42% [1][8] - Key stocks in the sector included Salt Lake Co., which surged over 5%, and Wanhu Chemical, which rose over 3%, along with several others like Tianqi Materials and Luxi Chemical, which increased by more than 2% [1][8] Group 2 - An important meeting held last week outlined major development tasks for the upcoming year, emphasizing "comprehensive governance of 'involutionary' competition," "promoting high-quality development," and "leading green transformation," which may provide ongoing momentum for optimizing the chemical industry landscape [9][10] - According to Dongfang Securities, the focus on "anti-involution" and "high-quality development" will enhance industry competition order, accelerate the exit of outdated capacity, and shift the industry from "quantity-based pricing" to "quality-based competition" [9][10] - The current valuation of the chemical sector is attractive, with the chemical ETF's underlying index price-to-book ratio at 2.33, positioned at the 39.92 percentile relative to the past decade, indicating a favorable long-term investment opportunity [10] Group 3 - Looking ahead, Zhongyin Securities noted that the chemical products' downstream applications span various industries, including real estate, automotive, home appliances, textiles, and agriculture, with expectations for good growth in chemical product demand driven by policies aimed at expanding domestic demand and the rapid development of downstream industries like new energy and AI [11] - The chemical industry is currently at the bottom of the cycle, and the "anti-involution" trend is expected to accelerate the optimization of the competitive landscape, potentially improving profitability and valuations for leading companies [11] - The chemical ETF (516020) tracks the CSI segmented chemical industry theme index, covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks, such as Wanhu Chemical and Salt Lake Co., providing an efficient way to capitalize on the rebound in the chemical sector [11][12]