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超3800股上涨 商业航天、芯片概念爆发
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-24 04:52
12月24日,A股市场早盘窄幅震荡,三大指数集体翻红。截至午盘,沪指涨0.24%,深成指涨0.31%,创 业板指涨0.08%。沪深两市半日成交额1.16万亿,较上个交易日缩量895亿。全市场超3800只个股上涨。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | | 上证指数 | 3929.25 | 9.27 | 0.24% | 4659亿 | | 深证成指 | 13410.05 | 41.06 | 0.31% | 6828亿 | | 万得全A | 6345.55 | 30.17 | 0.48% | 11592亿 | | 科创综指 | 1615.07 | 12.48 | 0.78% | 1171亿 | | 创业板指 | 3207.59 | 2.58 | 0.08% | 3083亿 | | 北证50 | 1442.57 | 2.63 | 0.18% | 106亿 | 从板块来看,商业航天概念持续走强,近20只成分股涨停,其中超捷股份20cm涨停,神剑股份5连板, 九鼎新材、合众思壮、再升科技涨停。消息面上,据证监会网上办事服务平台披露,近日 ...
超3800股上涨,商业航天、芯片概念爆发,超捷股份20cm涨停,中芯国际港股大涨5%
21世纪经济报道· 2025-12-24 04:06
| 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | | 上证指数 | 3929.25 | 9.27 | 0.24% | 4659亿 | | 深证成指 | 13410.05 | 41.06 | 0.31% | 6828亿 | | 万得全A | 6345.55 | 30.17 | 0.48% | 11592亿 | | 科创综指 | 1615.07 | 12.48 | 0.78% | 1171亿 | | 创业板指 | 3207.59 | 2.58 | 0.08% | 3083亿 | | 北证50 | 1442.57 | 2.63 | 0.18% | 106亿 | 12月24日,A股市场早盘窄幅震荡,三大指数集体翻红。 截至午盘,沪指涨0.24%,深成指涨 0.31%,创业板指涨0.08%。 沪深两市半日成交额1.16万亿,较上个交易日缩量895亿。全市 场超3800只个股上涨。 记者丨江佩 佩 毕凤至 见习记者 张嘉钰 编辑丨谢珍 从板块来看,商业航天概念持续走强,近20只成分股涨停,其中超捷股份20cm涨停,神剑股 份5连板,九鼎新材、合众思壮 ...
机器人概念彻底火了!“杭州六小龙”相继冲刺IPO,云深处科技启动上市辅导
Zheng Quan Shi Bao Wang· 2025-12-24 03:12
Core Viewpoint - The "Hangzhou Six Little Dragons" are actively pursuing IPOs, with Yunshen Technology being the latest to initiate the listing guidance process, indicating a growing trend in the robotics sector towards public offerings and capital raising [1][2]. Company Summary - Yunshen Technology officially started its IPO guidance on December 23, 2025, with CITIC Securities as the advisory institution [1]. - The company underwent a share reform on November 3, 2025, changing its name from Hangzhou Yunshen Technology Co., Ltd. to Hangzhou Yunshen Technology Co., Ltd. (joint-stock company) [1]. - The founder, Zhu Qiuguo, is the controlling shareholder, holding 16.39% of the shares directly and an additional 10.74% indirectly through an employee stock ownership platform [1]. - As of December 9, 2025, Yunshen Technology completed a C-round financing of over 500 million RMB, aimed at enhancing the R&D of quadruped and humanoid robots [2]. - The company was established in 2017 and specializes in quadruped robots, humanoid robots, and core components, primarily serving B-end applications such as power inspection and emergency rescue [2]. - Yunshen Technology has launched several innovative products, including the quadruped robot Shancat M20 and the industry-level humanoid robot DR02, which is designed for various operational environments [2]. Industry Summary - Since 2025, the humanoid robot industry has experienced a surge in orders, new product launches, and capital activities, with several leading companies initiating IPOs and mergers [3]. - According to a report by Everbright Securities, the robotics industry is expected to transition from "demonstration applications" to "scale production" by 2026, with leading companies benefiting from technological barriers, production capabilities, and supply chain control [3].
中芯国际涨价10%!科创50ETF(588000)成交额8.01亿元,国产替代提速,设备链迎机遇
Mei Ri Jing Ji Xin Wen· 2025-12-24 02:54
12月24日,A股三大指数集体高开。科创50ETF(588000)早盘震荡走弱,跌幅0.2%。盘面上,持仓股 天岳先进上涨6.26%,思特威-W上涨2.55%,西部超导上涨1.62%,中芯国际上涨1.34%。截至发文,科 创50ETF(588000)成交额达8.01亿元。 (文章来源:每日经济新闻) 消息面上,中芯国际已经对部分产能实施了涨价,涨幅约为10%。对于涨价原因,有业内人士解读称, 原材料涨价也是其中因素。此外,台积电确认整合8英寸产能,并计划在2027年末关停部分生产线,或 也引发晶圆厂涨价预期。 展望后市,国金证券表示,半导体设备是半导体产业链的基石,存储扩产与自主可控共振,国产替代空 间广阔。半导体设备位于产业链上游,是支撑芯片制造与封测的核心产业。根据SEMI的数据,国内设 备龙头业绩表现亮眼,2025年前三季度八家龙头公司合计营收同增37.3%,归母净利润同增23.9%。随 着AI大模型驱动存储技术向3D化演进,国产半导体设备产业链有望迎来新一轮高速增长机遇。 科创50ETF(588000)追踪科创50指数,指数持仓电子行业69.39%,计算机行业4.88%,合计74.27%, 与当前人工 ...
“杭州六小龙”之一,启动上市辅导
Sou Hu Cai Jing· 2025-12-24 01:37
据了解,"杭州六小龙"分别是大模型公司深度求索(DeepSeek)、现象级3A游戏《黑神话:悟空》出品公司游戏科学、开发春晚"扭秧歌机器人"的宇树 科技、深耕脑机接口领域的强脑科技、聚焦智能机器人制造的云深处科技,以及研发云设计软件系统的群核科技。 今年以来,"杭州六小龙"陆续冲击IPO。8月22日,群核科技更新招股书,继续推动在港交所的上市进程,摩根大通和建银国际为联席保荐人。2025年上半 年,公司业绩显著提升,成功实现扭亏为盈,经调整净利润达1783万元。 今年11月,宇树科技完成IPO辅导,A股"人形机器人第一股"脚步临近。 | 公开发行辅导公示 | | | 辅导对象 | 辅导机构 | 备案时间 辅导状态 | 派出机构 报告类型 | 报告标题 | | --- | --- | --- | --- | --- | --- | --- | --- | | 北京 | | 天津 | 山东海奥斯生物科技股份有 限公司 | 招商证券股份有限公司 | 2025-12-23 | 山东证监局 辅导备案报告 | 关于山东海奥斯生 ... | | = | 河北 | II 山西 | 宁波玉健健康科技股份有限 | | | | | ...
万向钱潮:在低空经济领域,公司相关轴承产品已通过重载无人机适航测试,并已获得小批量订单
Mei Ri Jing Ji Xin Wen· 2025-12-24 00:50
(记者 胡玲) 万向钱潮(000559.SZ)12月24日在投资者互动平台表示,1.关于机器人轴承丝杠产线,公司已具备年 产10万套滚柱丝杠的能力,后续将根据市场需求与客户订单情况稳步推进量产布局;2.在低空经济领 域,公司相关轴承产品已通过重载无人机适航测试,并已获得小批量订单,未来将继续拓展飞行汽车轴 承及万向联轴器等业务;3.公司重大重组事项如有实质性进展,将严格按照要求履行信息披露义务;4. 储能业务作为万向一二三的战略方向之一,目前发展情况符合其年度规划预期。 每经AI快讯,有投资者在投资者互动平台提问:请问:1.十万套机器人轴承丝杠产线是否建成进入试生 产?100万套量产产能布局具体进度如何? 2.机器人轴承丝杠及低空经济轴承验证测试有无进展?有无 预期试生产订单?有无反馈? 3.公司重大重组事项有无进展?过年前预期是否有具体进展?有无计划时 间表? 4.参股公司万向一二三储能业务订单量如何?产线是否满产满销? ...
万向钱潮:在低空经济领域 公司相关轴承产品已通过重载无人机适航测试 并已获得小批量订单
Mei Ri Jing Ji Xin Wen· 2025-12-24 00:46
(文章来源:每日经济新闻) 万向钱潮(000559.SZ)12月24日在投资者互动平台表示,1.关于机器人轴承丝杠产线,公司已具备年 产10万套滚柱丝杠的能力,后续将根据市场需求与客户订单情况稳步推进量产布局;2.在低空经济领 域,公司相关轴承产品已通过重载无人机适航测试,并已获得小批量订单,未来将继续拓展飞行汽车轴 承及万向联轴器等业务;3.公司重大重组事项如有实质性进展,将严格按照要求履行信息披露义务;4. 储能业务作为万向一二三的战略方向之一,目前发展情况符合其年度规划预期。 每经AI快讯,有投资者在投资者互动平台提问:请问:1.十万套机器人轴承丝杠产线是否建成进入试生 产?100万套量产产能布局具体进度如何? 2.机器人轴承丝杠及低空经济轴承验证测试有无进展?有无 预期试生产订单?有无反馈? 3.公司重大重组事项有无进展?过年前预期是否有具体进展?有无计划时 间表? 4.参股公司万向一二三储能业务订单量如何?产线是否满产满销? ...
开展更多面向未来的合作(国际回响·大国外交·2025年度回眸)
Ren Min Ri Bao· 2025-12-23 22:31
Group 1 - The visit of Chinese President Xi Jinping to South Korea marks a significant step in reaffirming the strategic partnership between China and South Korea, with both leaders agreeing to enhance cooperation in emerging fields such as artificial intelligence, biopharmaceuticals, green industries, and the silver economy [2][3] - The leaders emphasized the importance of maintaining a multilateral trade system and stable supply chains, which is crucial for South Korea's export-oriented economy [3][4] - The two countries aim to strengthen collaboration in areas like trade digitalization and green development, which aligns with their mutual interests in promoting inclusive growth [3][4] Group 2 - The establishment of the Korea-China Parliamentary Alliance in 2022, consisting of approximately 130 South Korean lawmakers, highlights the increasing people-to-people exchanges and the importance of youth engagement for the sustainable development of bilateral relations [5] - The focus on youth exchanges, including entrepreneurship and diplomatic interactions, is seen as vital for fostering closer ties between the two nations [5] - The ongoing cooperation and healthy competition between China and South Korea are expected to serve as a successful model for global governance [5]
立中集团:深化产业链整合 构建全球供应网络
Zheng Quan Shi Bao· 2025-12-23 18:29
展望"十五五",立中集团相关负责人表示,将继续聚焦"铝合金新材料和汽车轻量化零部件全球供应 商"的战略定位,集中资源深耕核心主业,通过持续创新和运营提质增效,深化在新能源汽车、机器 人、商业航天及半导体等新赛道的材料研发与市场开拓,进一步完善全球布局,构建更具弹性的全球供 应网络,提升公司内在价值和核心竞争力。 (文章来源:证券时报) 经营业绩方面,2020年至2024年,公司营收从134亿元增至272亿元,归母净利润从4.3亿元增至7.1亿 元。2025年前三季度,公司营业总收入达229亿元,同比增长18.34%;归母净利润6.25亿元,同比增长 26.77%,营收和净利润均刷新同期历史纪录。 此外,立中集团持续完善"三会一层"治理机制,严守信息披露真实、准确、完整原则,连续4年斩获深 交所信息披露A级评价;通过多渠道投资者互动、清晰的股东回报规划及股份回购等举措,持续传递发 展信心,塑造负责任的上市公司形象,为产业发展筑牢资本根基。 作为全国民营企业500强,河北省上市公司优秀企业代表,立中集团(300428)深耕铝合金新材料与汽 车轻量化零部件领域。 回顾"十四五",立中集团相关负责人对证券时报记者表示 ...
每天三分钟公告很轻松 | 莱茵生物控制权拟变更 拟购买北京金康普80%股权
Shang Hai Zheng Quan Bao· 2025-12-23 15:40
Group 1 - Rhine Biotech plans to change control by acquiring 80% stake in Beijing Jinkangpu, with the current controlling shareholder transferring 60 million shares (8.09% of total shares) and relinquishing voting rights on 189 million shares (25.5% of total shares) [1][2] - The acquisition is expected to be completed after the transfer of shares and the board of directors' restructuring, making Guangzhou Defu Nutrition the new controlling shareholder [1] - The specific transaction price for the acquisition of Beijing Jinkangpu is yet to be determined, and the transaction is not expected to constitute a major asset restructuring [2] Group 2 - Shida Shenghua and Bertli are planning to list H-shares on the Hong Kong Stock Exchange, with both companies considering the interests of existing shareholders and market conditions [3] - The listing process for both companies is in discussion with relevant intermediaries, and specific details have not yet been finalized [3] Group 3 - Ningbo Huaxiang's subsidiary has signed a contract for the production of robot joints, which is expected to positively impact future operating performance starting from January 2026 [4] Group 4 - Ningbo Port plans to acquire 100% of the equity of Zhoushan Port Comprehensive Bonded Zone Terminal for 706 million yuan to resolve competition issues [7] - The company aims to enhance its operational capabilities through this acquisition [7] Group 5 - Huaxin Building Materials' major shareholder plans to increase its stake in the company by 200 to 400 million yuan within six months [12] - The shareholder has secured a loan commitment of up to 360 million yuan from a bank to facilitate this purchase [12]