明日主题前瞻 1、跨境贸易 | 国务院总理李强近日主持召开国务院常务会议，部署复制推广跨境贸易便利化专项行动政策措施。会议指出，跨境贸易便利化是营造一流营 商环境的重要内容。要促进跨境物流高效畅通，加强通道间及运输方式间对接。要推动绿色贸易、跨境电商等新业态新模式发展，优化特殊商品监管。要提 升智慧化监管服务水平，深化智慧海关、智慧口岸建设。要加强口岸联防联控，严把进出口商品质量关，确保通得快、管得住。 点评：中证报指出，跨境贸易在政策红利持续释放、技术革命深度赋能、全球供应链重构的多重驱动下，正从"规模扩张"向"高质量发展"阶段跃升，预计 2026-2030年将保持年均15%以上的增长态势。随着国务院跨境贸易便利化政策的全面落地，以及中国企业从"中国制造"向"中国智造"的转型升级，跨境贸易 将不仅是中国外贸增长的新引擎，更将成为全球贸易复苏的重要推动力量。 2、低空经济 | 据腾讯新闻，御风未来旗下150公斤级 E40H 民用无人驾驶航空器系统成功获得由中国民用航空中南地区管理局颁发的型号合格证（TC 证书 编号：TC0105A-ZN），这是全球范围内中型复合翼以及混合动力无人机中率先满足局方适航要求的首款 ...

（原标题：数据复盘丨93股获主力资金净流入超1亿元 龙虎榜机构抢筹12股） 12月25日，上证指数早盘低开高走，午后震荡上扬；深证成指、创业板指早盘探底回升，午后震荡上扬，尾盘有所回落；科创50指数早盘探底回 升，临近午盘有所回落，午后震荡回升。截至收盘，上证指数报3959.62点，涨0.47%，成交额7850亿元；深证成指报13531.41点，涨0.33%，成交 额11395.04亿元；创业板指报3239.34点，涨0.3%，成交额5326.64亿元；科创50指数报1349.06点，跌0.23%，成交额448亿元。沪深两市合计成交 19245.04亿元，成交额较上一交易日增加442.64亿元。 国防军工、轻工制造等行业走强 胜通能源10连板 盘面上来看，行业板块、概念涨多跌少。其中，国防军工、轻工制造、机械设备、保险、汽车、纺织服饰、计算机、食品饮料等行业涨幅靠前； 卫星互联网、空间站、商业航天、同步磁阻电机、人形机器人、抗菌面料、工业母机、PEEK材料等概念走势活跃。有色金属、贵金属、商贸零 售、煤炭、通信等行业跌幅居前；免税、锂矿、CPO、复合集流体、黄金等概念走势较弱。涨停个股主要集中在机械设备、国防 ...

12月22日，上证指数、深证成指、创业板指、科创50指数全天震荡走强，上证指数再度收复3900点。截 至收盘，上证指数报3917.36点，涨0.69%，成交额7898亿元；深证成指报13332.73点，涨1.47%，成交 额10721.83亿元；创业板指报3191.98点，涨2.23%，成交额4883.01亿元；科创50指数报1335.25点，涨 2.04%，成交额551亿元。沪深两市合计成交18619.83亿元，成交额较上一交易日增加1360.34亿元。 海南自贸、CPO等概念走强 *ST宁科8连板 （原标题：数据复盘丨海南自贸、CPO等概念走强 104股获主力资金净流入超1亿元） 104股获主力资金净流入超1亿元 个股来看，今日有2298只个股获主力资金净流入，其中，104股获主力资金净流入超1亿元。中际旭创主 力资金净流入最多，净流入金额为14.43亿元；主力资金净流入居前的个股还有新易盛、天孚通信、海 马汽车、卧龙电驱、阳光电源等，净流入金额分别为10.73亿元、8.93亿元、8.25亿元、7.4亿元、6.29亿 元。 75股被主力资金净卖出超1亿元 今日有2858只个股被主力资金净卖出，其中，75股 ...

Market Overview - On December 19, the Shanghai Composite Index closed at 3890.45 points, up 0.36%, with a trading volume of 738.1 billion yuan. The Shenzhen Component Index closed at 13140.21 points, up 0.66%, with a trading volume of 987.849 billion yuan. The ChiNext Index closed at 3122.24 points, up 0.49%, with a trading volume of 444.704 billion yuan. The total trading volume of both markets was 1.725949 trillion yuan, an increase of 70.462 billion yuan compared to the previous trading day [1]. Sector Performance - Various sectors showed positive performance, with retail, real estate, light industry manufacturing, environmental protection, education, steel, textile and apparel, and automotive sectors leading the gains. Concepts such as duty-free, Hainan Free Trade Zone, rental and sale rights, dairy, beer, community group buying, superconductors, and controllable nuclear fusion were notably active. Conversely, banking, precious metals, and electronics sectors experienced declines [2]. Fund Flow Analysis - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 4.444 billion yuan, with the ChiNext seeing a net outflow of 3.881 billion yuan. However, the CSI 300 index saw a net inflow of 0.988 billion yuan, and the Sci-Tech Innovation Board had a net inflow of 0.925 billion yuan. Among the 31 primary industries, 12 sectors had net inflows, with the automotive sector leading at 2.348 billion yuan [3]. Individual Stock Performance - A total of 2077 stocks saw net inflows, with 83 stocks receiving over 1 billion yuan in net inflows. The stock with the highest net inflow was Xue Ren Group, with 1.379 billion yuan, followed by Shan Zi Gao Ke, Aerospace Development, N You Xun, Gan Feng Lithium, and Salt Lake Co., with net inflows of 1.059 billion yuan, 0.928 billion yuan, 0.748 billion yuan, 0.641 billion yuan, and 0.473 billion yuan respectively [5]. Major Sell-offs - There were 3085 stocks that experienced net sell-offs, with 72 stocks seeing over 1 billion yuan in net outflows. The stock with the highest net outflow was Meinian Health, with 0.942 billion yuan, followed by Saiwei Electronics, Shunhao Co., Shenghong Technology, and Xiangnan Chip, with net outflows of 0.719 billion yuan, 0.545 billion yuan, 0.500 billion yuan, and 0.481 billion yuan respectively [7]. Institutional Activity - According to the post-market data, institutional investors had a net sell of approximately 27.7851 million yuan, with 11 stocks seeing net purchases and 12 stocks experiencing net sales. The stock with the highest net purchase was Aerospace Intelligence, with 90.6183 million yuan, followed by Shan Zi Gao Ke, West Materials, and Hua Ren Health [9][10].

Market Performance - The Shanghai Composite Index closed at 3870.28 points, up 1.19%, with a trading volume of 766.8 billion yuan [1] - The Shenzhen Component Index closed at 13224.51 points, up 2.4%, with a trading volume of 1044.325 billion yuan [1] - The ChiNext Index closed at 3175.91 points, up 3.39%, with a trading volume of 495.114 billion yuan [1] - The STAR Market 50 Index closed at 1325.33 points, up 2.47%, with a trading volume of 50.2 billion yuan [1] - The total trading volume of both markets reached 1811.125 billion yuan, an increase of 86.946 billion yuan compared to the previous trading day [1] Sector Performance - Strong performance was noted in sectors such as telecommunications, non-ferrous metals, insurance, precious metals, electronics, chemicals, power equipment, and media [2] - Concepts like CPO, lithium mining, optical communication modules, liquid cooling, copper cable high-speed connections, fluorine chemicals, PCB, and composite current collectors showed active trends [2] - The agriculture, defense, and liquor sectors experienced declines, with weaker trends in concepts like space stations, satellite internet, duty-free, rental sales, and grain [2] Fund Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 6.73 billion yuan [3] - The ChiNext saw a net outflow of 4.067 billion yuan, while the CSI 300 index experienced a net outflow of 5.145 billion yuan [4] - The telecommunications sector had the highest net inflow of main funds, amounting to 4.529 billion yuan, followed by non-ferrous metals, electronics, and power equipment [4] Individual Stock Performance - A total of 2117 stocks saw net inflows of main funds, with 93 stocks receiving over 100 million yuan in net inflows [5] - The stock with the highest net inflow was Zhongji Xuchuang, with 1.426 billion yuan, followed by Xinyi Sheng, Shenghong Technology, Tianfu Communication, and others [6] - Conversely, 3043 stocks experienced net outflows, with 75 stocks seeing over 100 million yuan in net outflows [7] - The stock with the highest net outflow was Pingtan Development, with 1.459 billion yuan, followed by Yonghui Supermarket, Aerospace Development, and others [8] Institutional Activity - Institutional seats had a net buy of approximately 471 million yuan, with 16 stocks being net bought and 11 stocks being net sold [9] - The stock with the highest net buy from institutions was Juguang Technology, with about 291 million yuan [10] - The stock with the highest net sell was Yingweike, with approximately 22 million yuan, followed by Xue Ren Group, Guangxun Technology, and others [11]

12月16日，上证指数、深证成指、创业板指、科创50指数全天震荡走低。截至收盘，上证指数报 3824.81点，跌1.11%，成交额7333亿元；深证成指报12914.67点，跌1.51%，成交额9908.79亿元；创业 板指报3071.76点，跌2.1%，成交额4533.47亿元；科创50指数报1293.38点，跌1.94%，成交额472亿元。 沪深两市合计成交17241.79亿元，成交额较上一交易日减少492.56亿元。 社区团购、免税等概念走强 *ST铖昌5连板 盘面上来看，行业板块、概念跌多涨少。其中，商贸零售、美容护理、教育等行业涨幅靠前；社区团 购、免税、空间站、数字货币、预制菜等概念走势活跃。有色金属、贵金属、电力设备、通信、传媒、 机械设备、医药生物、钢铁等行业跌幅居前；超导、盲盒经济、可控核聚变、氦气、钒电池、影视、同 步磁阻电机、稀土永磁等概念走势较弱。涨停个股主要集中在商贸零售、汽车、电力设备、计算机、食 品饮料等行业。 个股涨跌情况，截至收盘，沪深两市合计872只个股上涨，4238只个股下跌，平盘个股49只，停牌的个 股13只。不含当日上市新股，共有44只个股涨停，39只个股跌停。 涨停 ...

12月8日晚间，广百股份（002187）发布公告，持股5%以上股东中银金融资产投资有限公司于2025年3 月3日至2025年12月4日通过集中竞价方式累计减持720万股，减持比例为1.0269%，现持股比例降至 4.99999%。 中银投资股份来源为2021年公司因重大资产重组向特定对象发行股份而取得的上市公司股份。 今年1月，乘着首发经济、免税等概念的东风，广百股份大幅上涨。1月2日~1月17日，录得6次涨停， 股价从7元以下最高涨至11.04元/股。 中银投资也在此时连续"精准"减持。1月3日至1月15日，共减持公司股份2080.7万股，持股比例从8.96% 降至6%，减持比例近3%。 虽然几次减持都没有公布减持价格，但从公司的减持时机来看，截至目前，中银投资投资广百股份4年 多以来，所赚十分有限。 2021年3月，广百股份发行股份及支付现金购买资产并募集配套资金暨关联交易事项获准通过。公司向 广商资本、广商基金、中银投资及建投华文等发行股份及支付现金购买友谊集团100%股权。此次交易 中，广百股份以股份支付的方式向中银投资支付了交易对价约5.06亿元，中银投资因而获得广百股份 6304.90万股股权，发 ...

Core Points - The article discusses various current events and their implications, particularly focusing on economic development and social issues [4][5][6]. Group 1: Economic Development - The article highlights that autumn is a season that promotes economic growth, but questions arise about how to stimulate this growth if adults do not take vacations [4]. - It raises concerns about the reliability of ceasefire agreements in conflict zones, suggesting that underlying causes of conflict remain unresolved [5]. Group 2: Social Issues and Events - The article mentions the impact of climate change on seasonal patterns, such as the unusual blooming of flowers, which raises questions about ecological balance [6]. - It discusses the popularity of local sports events, indicating a growing interest in community engagement through activities like amateur football leagues [6]. Group 3: Cultural Insights - The article poses questions about cultural phenomena, such as the significance of mascots in events like the National Games, and the choice of animals and colors [9]. - It also touches on the role of music events in community bonding and the potential impact of promotional items like glow sticks on audience enjoyment [9]. Group 4: Media and Communication - The article introduces the podcast "Knock Knock World," aimed at engaging youth with global events and diverse perspectives, emphasizing its weekly updates and accessibility on various platforms [11][12][13]. - It highlights the importance of audio content in shaping understanding and awareness of global issues among younger audiences [13][17].

盘前要闻 1、谷歌宣布推出大模型Gemini 3：图像生成、编程与AI搜索全面增强 类型：公司 情绪影响：正面 谷歌宣布发布最新AI模型Gemini 3，针对复杂问题提供更优答案，增强编程、应用开发与图像生成能 力。华鑫证券认为，谷歌核心业务稳健增长，AI推动盈利能力持续释放。随着AI功能在搜索广告与 Cloud客户中的深度集成，公司具备持续提升营收效率与用户体验的能力。 2、北京提振扩大消费迎政策利好，明确支持消费产业链优质企业上市融资 类型：行业 情绪影响：正面 北京等多部门印发金融支持北京市提振和扩大消费的实施方案，力争2030年基本建成多元化消费金融服 务体系。方案明确加大商品消费信贷支持力度，成为汽车、家电等大宗消费的利好。在股权融资方面， 《方案》明确支持消费产业链优质企业通过发行上市、新三板挂牌等方式融资。 3、马云佩戴工牌现身蚂蚁园区，业内猜测或与近期一系列AI产品战略有关 类型：公司 情绪影响：正面 11月18日，有网友拍到马云佩戴工牌现身蚂蚁园区，并由蚂蚁集团董事长井贤栋、蚂蚁集团CEO韩歆毅 两人陪同，业内人士猜测，此次马云出现在蚂蚁园区或与近期一系列AI产品战略有关。近期阿里AI方 面 ...

Core Viewpoint - The article highlights the successful implementation of a new transportation model for duty-free and taxable goods, which significantly reduces logistics costs for duty-free enterprises in Haikou, China [1] Group 1: Transportation Model - A vehicle carrying 587 duty-free items and 4,768 taxable goods successfully transported these products from Haikou Comprehensive Bonded Zone to the customs supervision warehouse at Wanning Wangfujing International Duty-Free Port [1] - This marks the first use of a same-vehicle transportation model, allowing the same vehicle to carry both duty-free and taxable goods [1] - The new model addresses the challenge of transporting small quantities of duty-free items, which previously increased logistics costs and extended delivery times for enterprises [1]