来源：新浪证券-红岸工作室 12月29日，超颖电子涨2.25%，成交额4.49亿元，换手率14.38%，总市值309.77亿元。 异动分析 PCB概念+存储芯片+数据中心+人民币贬值受益+特斯拉概念 1、公司主营业务是印制电路板的研发、生产和销售。主要产品为印制电路板，按照层数可分为双面板 和多层板。 2、根据2025年10月27日互动易：在储存领域，公司与全球知名机械硬盘厂商、全球知名固态硬盘厂 商、全球知名内存条颗粒供货商及模块厂商建立了稳定的合作关系，公司产品主要应用于机械硬盘、固 态硬盘、内存条等。 4、根据2024年年报，公司海外营收占比为79.19%，受益于人民币贬值。 5、公司招股说明书，在汽车电子领域，公司主要客户有大陆汽车、法雷奥、博世、安波福等全球知名 汽车零部件供应商及特斯拉等新能源汽车厂商。 (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) 资金分析 今日主力净流入5346.01万，占比0.12%，行业排名9/62，连续2日被主力资金增仓；所属行业主力净流 入11.40亿，当前无连续增减仓现象，主力趋势不明显。 3、2025年8月27日互动易：在通信与服 ...

智汇矿业港股上市首日高开近140%，报10.8港元/股。 | < 日 | 智汇矿业(2546) | | | --- | --- | --- | | | 集合竞价 12-19 09:20:18 | | | | 10 800 额 1.5亿 股本 4.88亿 市盈 ** 87.3 | 万得 | | | | 盘口 | | | 6.290 139.47% 换 12.29% 市值 53亿 市净 | 4.49 | | 分时 | 、五日、日K、周K、月K | 更多 ◎ | | 晉加 | | 均价:10.032 盘口 成交 | | 50.000 | | 1230.38% 卖10 10.890 1000(1) | | | | 卖9 10.880 7000(4) | | | | 卖8 10.870 -- (0) | | | | 卖7 10.860 -- (0) | | | | 卖6 10.850 2000(2) | | | | · Pro 20 - 25 10.840 -- (0) | | | | 卖4 10.830 -- (0) | | | | 卖3 10.820 2000(1) | | | | 卖2 10.810 -- (0) ...

| 科网股普涨，网易、阿里健康、快手涨幅靠前；新能源车概念股活跃，小鹏汽车、零跑汽车走强。 | | --- | 智汇矿业港股上市首日高开近140%，报10.8港元/股。 12月19日，港股恒生指数高开0.53%，恒生科技指数涨0.81%。 | | | ...

2025.12. 04 本文字数：593，阅读时长大约1分钟 作者 | 一财 阿驴 09:29 国债期货开盘，30年期主力合约跌0.64%，10年期主力合约跌0.14%，5年期主力合约跌 0.09%，2年期主力合约跌0.01%。 09:27 A股人形机器人板块多股高开，骏亚科技、龙溪股份、睿能科技竞价涨停，日盈电子逼近涨 停，五洲新春、万达轴承等跟涨。 09:25 A股开盘丨三大指数集体高开 上证指数涨0.04%，深证成指涨0.02%，创业板指涨0.01%。 | 代码 | 名称 | 两日图 | | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 44 | 3879.74 | | 1.74 | 0.04% | | 399001 | 深证成指 | 3 | 12957.80 | | 2.55 | 0.02% | | 399006 | 创业板指 | 0.7 5 | 3037.05 | | 0.26 | 0.01% | 盘面上，机器人产业链走强，铜业股活跃。超硬材料、CPO、6G、卫星导航、消费电子、光伏题材 走 ...

09:25 A股开盘丨三大指数集体高开 盘面上，机器人产业链走强，铜业股活跃。 09:34 商业航天概念反复活跃，航天机电直线涨停，航天长峰冲击涨停，航天环宇涨超10%，招标股 份、航天软件、通宇通讯涨超5%。 09:29 国债期货开盘，30年期主力合约跌0.64%，10年期主力合约跌0.14%，5年期主力合约跌0.09%，2 年期主力合约跌0.01%。 09:27 A股人形机器人板块多股高开，骏亚科技、龙溪股份、睿能科技竞价涨停，日盈电子逼近涨停， 五洲新春、万达轴承等跟涨。 09:21 港股开盘丨恒生指数高开0.17% 恒生指数高开0.17%，恒生科技指数涨0.21%。京东健康、紫金矿业、携程集团涨逾3%；新能源车概念 股再度走低，理想汽车、小鹏汽车、蔚来均下跌。 | HSTECH | 恒生科技 | m | 5546.30 c | 11.38 | 0.21% | | --- | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 5 WA | 25804.01 c | 43.28 | 0.17% | 上证指数涨0.04%，深证成指涨0.02%，创业板指涨0.01%。 ...

Group 1 - The Hang Seng Index opened lower by 0.44% [1][2] - The Hang Seng Tech Index declined by 0.51% [1][2] - Real estate stocks and new energy vehicle concept stocks experienced significant declines [1][2]

Group 1 - The AI mobile concept continues to show strong performance, with companies like Da Ming Optical achieving a four-day consecutive rise, and Fu Rong Technology seeing a two-day consecutive rise. Other companies such as Mei Xin Sheng, ZTE, Transsion Holdings, and Zhongshi Technology also opened high [1] - The A-share market opened with all three major indices declining slightly, with the Shanghai Composite Index down 0.14%, the Shenzhen Component Index down 0.13%, and the ChiNext Index down 0.04% [2][3] - In the market, sectors such as lithium battery electrolyte, superhard materials, photolithography machines, 6G, commercial aerospace, and CPO concept stocks weakened, while cross-strait integration and AI application themes strengthened [3] Group 2 - The Hong Kong stock market opened with the Hang Seng Index up 0.6% and the Hang Seng Tech Index up 0.76%. Tech stocks generally performed well, with Alibaba and Kuaishou rising over 3%, while new energy vehicle stocks weakened, with NIO falling over 6% [4] - The central bank conducted a 7-day reverse repurchase operation of 156.3 billion yuan at an interest rate of 1.4%, with 302.1 billion yuan of reverse repos maturing on the same day [5] - The central parity rate of the RMB against the US dollar was reported at 7.0794, depreciating by 35 basis points from the previous trading day's rate of 7.0759 [6]

Group 1 - The core viewpoint indicates a decline in new energy vehicle concept stocks, with significant drops in companies such as Ganfeng Lithium falling over 7% and Tianci Materials dropping over 4% [1] - The ETF tracking the CSI New Energy Vehicle Index has also decreased by approximately 2% [1] - The CSI New Energy Vehicle Index includes listed companies involved in lithium batteries, charging piles, and new energy vehicles, reflecting the overall performance of these securities [2] Group 2 - Some brokerages suggest that driven by the continuous rise in domestic and international demand for power and energy storage, the production and shipment volumes in the power equipment and battery supply chain are expected to increase [2] - Lithium material prices are anticipated to stabilize and rebound [2] - Solid-state batteries, known for their high energy density and safety advantages, are becoming the next generation of battery technology, with accelerated industrialization expected to drive upgrades across the entire equipment, materials, and battery sectors [2]

Core Viewpoint - The stock of Wencan Co., Ltd. has shown a slight increase in recent trading sessions, with a notable rise in the last five days, despite a year-to-date decline in share price [1][2]. Group 1: Stock Performance - As of October 15, Wencan's stock price increased by 2.00% to 23.46 CNY per share, with a trading volume of 163 million CNY and a turnover rate of 2.23%, resulting in a total market capitalization of 7.378 billion CNY [1]. - Year-to-date, the stock price has decreased by 0.21%, while it has increased by 5.77% over the last five trading days, 5.91% over the last 20 days, and 12.63% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Wencan reported operating revenue of 2.803 billion CNY, a year-on-year decrease of 8.88%, and a net profit attributable to shareholders of 13.11 million CNY, down 83.98% year-on-year [2]. - The company has distributed a total of 312 million CNY in dividends since its A-share listing, with 133 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Wencan was 36,300, a decrease of 8.42% from the previous period, with an average of 8,665 circulating shares per shareholder, an increase of 9.20% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 1.8539 million shares, a decrease of 751,400 shares from the previous period [3].

Core Viewpoint - The article discusses the recent investment activity of prominent trader Chen Xiaoqun in Sanhua Intelligent Control, highlighting the mixed reactions from retail investors and the underlying market dynamics. Group 1: Investment Activity - On September 16, Chen Xiaoqun purchased Sanhua Intelligent Control shares worth 201 million yuan, which quickly became a hot topic in the investment community [4] - Despite some investors calling for a sell-off, Sanhua Intelligent Control opened high at 40.99 yuan on September 17, continuing its upward trend [4] - Chen Xiaoqun's recent investment history includes a significant loss of approximately 70 million yuan from a previous investment in Shenghong Technology, which has made some investors wary [4] Group 2: Company Fundamentals - Sanhua Intelligent Control is a leading manufacturer of refrigeration control components and automotive thermal management systems, with a stable demand for its traditional products [5] - The company has become a key supplier for major automotive manufacturers like Tesla and BYD, benefiting from the global shift towards electric vehicles [5] - As of September 16, the company's stock price was 39.23 yuan, with a market capitalization of 165.12 billion yuan and a price-to-earnings ratio of 44.69, indicating strong fundamentals and cash flow [4][5] Group 3: Market Sentiment and Retail Investor Behavior - Retail investors are exhibiting caution, with many opting to "run away" rather than follow the lead of top traders, reflecting a learned response to past experiences of being caught in high-risk situations [6][7] - This behavior is characterized as a form of self-preservation, where investors attempt to avoid being left holding the bag in case of a downturn [7] - The article suggests that investors should focus on understanding the companies themselves rather than merely following market trends, advocating for a more long-term investment approach [7]