（责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com A股三大指数早盘涨跌不一，截至午盘，沪指涨0.09%，深成指跌0.2%，创业板指跌0.52%，北证50 指数涨0.81%，沪深京三市半日成交额17815亿元，较上日缩量722亿元。全市场超3700只个股上涨。板 块题材上，脑机接口、可控核聚变、军工装备、智谱AI、短剧游戏、商业航天、量子科技、CRO概念 股涨幅居前；证券、保险、稀土永磁、旅游及酒店、零售免税店、电池板块表现落后。 ETF方面，军工与商业航天板块联袂上攻，富国基金军工龙头ETF、富国基金卫星ETF和鹏华基金 国防ETF分别涨4.57%、4.43%和4.22%。央企科技股表现亮眼，南方基金央企科技ETF、银华基金央企 科技引领ETF分别涨3.13%和2.94%。 大金融板块全线回调，保险证券ETF、证券ETF龙头和香港证券ETF易方达均跌2.4%。有色板块下 跌，稀有金属 ...

（文章来源：每日经济新闻） 每经AI快讯，12月31日，短剧游戏指数表现强势，掌阅科技涨停，因赛集团、元隆雅图、华策影视、 中文在线等多股涨超4%。 ...

宏观动态 两部门：2026年支持汽车报废更新，支持汽车置换更新 国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新政策的通知。支持汽车 报废更新。个人消费者报废登记在本人名下的乘用车，并购买纳入《减免车辆购置税的新能源汽车车型 目录》的新能源乘用车或2.0升及以下排量燃油乘用车的，给予汽车报废更新补贴支持，购买新能源乘 用车补贴车价的12%（最高不超过2万元）、购买2.0升及以下排量燃油乘用车补贴车价的10%（最高不 超过1.5万元）。支持汽车置换更新。个人消费者转让登记在本人名下的乘用车，并购买纳入《减免车 辆购置税的新能源汽车车型目录》的新能源乘用车或2.0升及以下排量燃油乘用车的，给予汽车置换更 新补贴支持，购买新能源乘用车补贴车价的8%（最高不超过1.5万元）、购买2.0升及以下排量燃油乘用 车补贴车价的6%（最高不超过1.3万元）。 海南三大机场旅客年吞吐量首次破5000万人次，创历史新高 据央视新闻，12月30日下午，随着海南航空曼谷至海口、南方航空成都至海口航班相继落地，2025年海 南自贸港海口美兰国际机场、三亚凤凰国际机场、琼海博鳌国际机场三大机场年度旅客吞吐量首次突 ...

Macro Dynamics - The National Development and Reform Commission and the Ministry of Finance announced a policy to support the scrapping and updating of vehicles starting in 2026, providing subsidies for consumers who scrap their old cars and purchase new energy vehicles or fuel vehicles with a displacement of 2.0 liters or less. The subsidy for new energy vehicles is 12% of the purchase price (up to 20,000 yuan), while for fuel vehicles, it is 10% (up to 15,000 yuan) [2] Aviation Industry - Hainan's three major airports achieved a record annual passenger throughput of over 50 million for the first time, marking a significant milestone in the development of Hainan's aviation sector amid the accelerated construction of the Hainan Free Trade Port [3] Automotive Industry - China's share of the global automotive market reached 40% in November 2025, an increase of 1 percentage point from the previous year. The market share for 2024 is projected to be 34.2%, and for the first 11 months of 2025, it is expected to be 35.4%, reflecting a growth of 1.2 percentage points [5] Aerospace Industry - The first aircraft of China's self-developed commercial unmanned transport system, the HH-200, has been assembled and is entering the airworthiness certification stage, indicating a breakthrough in low-altitude logistics and unmanned transport technology [6] Financial Institutions - Citic Bank's Executive Director and President, Lu Wei, resigned due to work adjustments, and Fang Heping has been appointed to assume the role of President [7] - The former Party Secretary and President of the China Industrial and Commercial Bank's Zibo branch, Wang Shiming, is under investigation for serious violations of discipline and law [8] Market Data - As of December 29, the financing balance of the two markets increased by 8.346 billion yuan, with the Shanghai Stock Exchange reporting 1.273965 trillion yuan and the Shenzhen Stock Exchange 1.252865 trillion yuan [11] - The Hang Seng Technology Index rose by 1.74%, with Baidu Group increasing by nearly 9% [12] Company Dynamics - He Xiaopeng stated that true fully autonomous driving will arrive in 2026, skipping L3 and moving directly from L2 to L4, with the Ultra version of Xiaopeng's vehicles expected to achieve this capability [13] - Changjiang Electric Power announced a mid-term profit distribution plan for 2025, proposing a cash dividend of 2.10 yuan per 10 shares, totaling 5.138 billion yuan [14] - Baiwei Storage plans to acquire 0.8446% of Niu Xin Semiconductor's shares for 20 million yuan, indicating a strategic investment in high-speed interconnect technology [15][16]

30日，A股三大指数早盘低开，盘中均震荡上行多次翻红。Wind数据显示，截至收盘，上证指数微跌， 报3965.12点；深证成指涨0.49%，创业板指涨0.63%。 板块方面，人形机器人概念股午后爆发，数字货币、AI手机、短剧游戏题材表现活跃。光伏产业链回 撤，海南自贸区、离境退税、商业航天概念股出现调整。 全市交易额2.16万亿，逾3400只个股下跌。 | 14 | | w A股 | | | Q | | --- | --- | --- | --- | --- | --- | | A股 | 港股 美股 | 全球 | 商品 | 汁 三 外汇 | | | 已为您生成昨日市场智评 | | | | 查看 | | | 内地股票 它 | | | | | | | 行情 | | 资金净流入 | | 涨跌分布 | | | 上证指数 | | 深证成指 | | 科创综指 | | | 3965.12 | | 13604.07 | | 1642.58 | | | -0.16 0.00% | | +66.97 +0.49% | | +4.50 +0.27% | | | 万得全A | | 创业板指 | | 北证50 | | | 6421.0 ...

Core Viewpoint - The article discusses the performance of the stock market on December 30, highlighting a mixed trading day with the Shanghai Composite Index slightly down while the Shenzhen Component and ChiNext indices showed gains. The article emphasizes the surge in humanoid robot concept stocks and the active performance of sectors like digital currency, AI smartphones, and short drama games, while noting a pullback in the photovoltaic industry chain [3][4]. Market Performance - The Shanghai Composite Index closed at 3965.12, down 0.16% [4] - The Shenzhen Component Index rose by 0.49% to 13604.07 [4] - The ChiNext Index increased by 0.63% to 3242.90 [4] Sector Highlights - Humanoid robot concept stocks experienced a collective surge, with over ten stocks hitting the daily limit up, including: - Buke Co., Ltd. (+20.00% to 145.99) - Haichang New Materials (+19.98% to 30.98) - Wu Zhi Electromechanical (+18.59% to 63.80) [5][6] - The liquid cooling server concept also saw gains, with stocks like Unified Co. and New Times hitting the daily limit up [5][7]. Capital Flow - Main capital inflows were observed in sectors such as general equipment, automotive, and home appliances, while there were outflows from telecommunications, batteries, and photovoltaic equipment [9]. - Notable net inflows included: - Sanhua Intelligent Controls: 2.786 billion - N Qiang Yi: 1.824 billion - Shanzi Gaoke: 1.538 billion [9]. - Significant net outflows were recorded for: - Goldwind Technology: 2.871 billion - Aerospace Development: 2.377 billion - China Satellite: 2.006 billion [9]. Institutional Perspectives - Guotai Junan expressed that the upcoming cross-year market trend presents a good opportunity for positioning during adjustments [10]. - Qianhai Bourbon Fund noted that the market is expected to reverse as anticipated, with indices likely to reach new highs [11]. - Pacific Securities predicted that the cross-year market will start with a broad rally, with the volatility of major stock index options remaining low, suggesting a steeper upward trend ahead [12].

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！ MACD金叉信号形成，这些股涨势不错！ 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：刘万里 SF014 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！ 人民财讯12月30日电，沪指全天弱势震荡，深证成指、创业板指午后震荡走强，截至收盘，沪指收平， 日K线10连阳；深证成指涨0.49%，创业板指涨0.63%。盘面上，人形机器人概念走强，步科股份20%涨 停，华菱线缆、北特科技等涨停；短剧游戏概念活跃，百纳千成20%涨停。此外，电机、能源金属、石 油、汽车零部件、消费电子、文化传媒、半导体、工业母机、减速器概念等板块涨幅居前；商业百货、 光伏、风电、航空机场、保险、房地产服务、海南自贸概念等板块跌幅居前。全市场超1800只个股上 涨，成交额突破2万亿元。 MACD金叉信号形成，这些股涨势不错！ 人民财讯12月30日电，沪指全天弱势震荡，深证成指、创业板指午后震荡走强，截至收盘， ...

Core Viewpoint - The article discusses the performance of the A-share market, highlighting fluctuations in major indices and sector performances, with a focus on the impact of specific themes such as digital currency and commercial aerospace on stock movements [3][4][5]. Market Performance - As of the midday session, the Shanghai Composite Index fell by 0.1% to 3961.21, while the Shenzhen Component Index rose by 0.23% to 13568.09, and the ChiNext Index decreased by 0.06% to 3220.56 [3][4]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, a decrease of 101.9 billion yuan compared to the previous trading day, with over 2700 stocks declining [5]. Sector Highlights - The film and television sector saw a rebound, with notable stocks like Baidu and Huayi Brothers experiencing significant gains, driven by a total box office of 5.245 billion yuan for the 2025 New Year’s season [7]. - The commercial aerospace sector showed resilience, with stocks like China Satellite and China Satcom rising over 5%, continuing to set historical highs [9]. - Digital currency and cross-border payment sectors were active, with stocks like Cuiwei Co. and Feitian Chengxin hitting the daily limit, reflecting positive sentiment around the upcoming implementation of the new digital RMB design [10]. Commodity Market - Nickel futures on the Shanghai exchange rose by 4% to 132,580 yuan per ton, while London nickel also increased by 4% to 16,384.20 USD per ton [6]. - Lithium carbonate futures saw a significant drop of 8% to 115,780 yuan per ton, indicating volatility in the energy metals market [17]. Currency and Economic Indicators - The central bank conducted a reverse repurchase operation of 312.5 billion yuan with a rate of 1.40%, with 59.3 billion yuan maturing today [13]. - The RMB to USD exchange rate was reported at 7.0348, depreciating by 17 basis points from the previous trading day [15].

（文章来源：每日经济新闻） 每经AI快讯，12月30日，短剧游戏指数盘中涨超2%，成分股呈现普涨态势，百纳千成涨停，幸福蓝 海、横店影视、三七互娱、昆仑万维等多股涨幅居前。 ...

Core Viewpoint - The film sector is experiencing a rebound, driven by the upcoming release of "Avatar 3," which has already generated over 60 million in pre-sales and point screenings [1][4]. Group 1: Company Performance - Bona Film Group has faced significant challenges, reporting a net loss of 11.10 million for the first three quarters of the year, marking a 213.11% decline year-on-year [9]. - Despite a slight revenue increase of 1.29% to 97.2 million, the company has accumulated a total loss of 2.602 billion over the past four years [9][6]. - The stock price of Bona Film has seen a dramatic rise of 230% since April, despite its ongoing financial struggles [6][10]. Group 2: Market Context - The overall film market in China has been recovering, with major companies like Light Media reporting a 406.78% increase in net profit, while Wanda Film has turned a profit of 70.8 million after previous losses [6][9]. - The domestic film industry faced a downturn in 2022, with total box office revenue dropping to 42.5 billion, but is expected to approach 50 billion this year due to several blockbuster releases [19][20]. Group 3: Future Prospects - Bona Film's partnership with TSG Entertainment allows it to share in the global box office revenue of major films, including "Avatar 3," which could potentially yield significant income if the film performs well [11][17]. - The company has invested approximately 40 million in "Avatar 3," which could result in a revenue share of up to 600 million if the film reaches its predecessor's box office levels [17]. - The future of Bona Film may hinge on its ability to adapt to market changes and diversify its project portfolio, potentially incorporating AI technology to reduce production costs [40][42].