①牛榜 - AI应用端集体走强！万事利、德生科技等多股涨停，其中蓝色光标封20cm涨停创10年多新 高。AI应用方向或接力牛市主线？"黄金方向"有哪些？ ②牛榜 - 商业航天概念再度走强！雷科防务3连板，鲁信创投6天5板，顺灏股份涨停，爱乐达、乾照 光电、广联航空涨超10%，信维通信、飞沃科技、中国卫星等跟涨。下一个爆发点在哪里？ ③熊榜 - 福建板块跌幅居前，接下来该如何布局? 点击付费阅读，解密今日盘面热点的核心逻辑！ 前言 市场迷雾重重，还在为抓不住市场热点而焦虑？《掘金板块牛熊》帮你精准把握风格切换信号，带领你 看懂热钱的情绪周期。 每个交易日午间解密当天盘面热点的核心逻辑，《掘金板块牛熊》让你踩准市 场节奏，财富增值不迷路！ 【今日早盘观察】 ...

12月31日午间收盘，沪指跌0.07%，深成指跌0.67%，创业板指跌1.1%。沪深两市半日成交额1.31万亿 元。从板块来看，AI应用端持续拉升，万事利、德生科技、蓝色光标等多股涨停。商业航天概念反复 活跃，雷科防务3连板，顺灏股份、北斗星通、长江通信涨停。机器人概念局部活跃，锋龙股份5连板， 五洲新春3连板续创历史新高。下跌方面，福建板块下挫，鹭燕医药跌停，平潭发展、合兴包装、海峡 创新大跌。截至收盘，沪指跌0.07%，深成指跌0.67%，创业板指跌1.1%。 上证报中国证券网讯 12月31日午间收盘，沪指跌0.07%，深成指跌0.67%，创业板指跌1.1%。沪深两市 半日成交额1.31万亿元。从板块来看，AI应用端持续拉升，万事利、德生科技、蓝色光标等多股涨停。 商业航天概念反复活跃，雷科防务3连板，顺灏股份、北斗星通、长江通信涨停。机器人概念局部活 跃，锋龙股份5连板，五洲新春3连板续创历史新高。下跌方面，福建板块下挫，鹭燕医药跌停，平潭发 展、合兴包装、海峡创新大跌。截至收盘，沪指跌0.07%，深成指跌0.67%，创业板指跌1.1%。 ...

通过天眼查大数据分析，冠城大通新材料股份有限公司共对外投资了29家企业，参与招投标项目7次， 知识产权方面有商标信息23条，专利信息6条，此外企业还拥有行政许可4个。 来源：市场资讯 12月29日，沪深两融数据显示，冠城新材上周累计获融资净买入额1089.96万元，居两市第492位，上周 融资买入额7790.93万元，偿还额6700.97万元。 冠城新材所属概念板块包括：电网设备、福建板块、2025中报扭亏、融资融券、储能、新能源车、锂电 池、参股银行。 资金流方面，冠城新材近5日主力资金流入4067.25万元，区间涨幅4.36%；近10日主力资金流入3043.91 万元，区间涨幅1.68%。 天眼查信息显示，冠城大通新材料股份有限公司，成立于1988年，位于福州市，是一家以从事电气机械 和器材制造业为主的企业。企业注册资本139166.8739万人民币，实缴资本139166.8739万人民币。公司 法定代表人为韩孝煌。 ...

Group 1 - The Shenzhen Stock Exchange has announced a reduction in fees for 2026, with an expected total reduction exceeding 800 million yuan, covering various financial products including stocks, funds, and bonds [1] - The measures include waiving listing fees for companies and funds, transaction fees for bonds (excluding convertible bonds), and halving the service fees for online voting at shareholder meetings [1] Group 2 - As of the end of Q3 2025, China's financial institutions reported total assets of 531.76 trillion yuan, a year-on-year increase of 8.7%, with the banking sector's assets at 474.31 trillion yuan, growing by 7.9% [2] - The securities sector's assets reached 17.05 trillion yuan, marking a 16.5% increase, while the insurance sector's assets were 40.4 trillion yuan, up by 15.4% [2] Group 3 - The risk reserve ratio for personal public funds is expected to be lowered, as current regulations require a minimum of 20% of management fee income for personal funds, compared to 10% for non-personal funds [3] - This adjustment aims to alleviate constraints on the development of personal public fund companies [3] Group 4 - The lithium battery industry in China is projected to see a total investment exceeding 820 billion yuan in 2025, with over 282 investment projects, reflecting a year-on-year growth of over 74% [4] Group 5 - The SSD and HDD markets are expected to experience significant growth by 2026, with manufacturers advised to strengthen collaborations with major clients and plan for capacity expansion [5] Group 6 - Various regions in China have introduced additional subsidies for automobile sales, totaling over 1.1 billion yuan, as part of efforts to boost the car market before the year's end [6] Group 7 - The price of platinum has surged to a historical high, leading to a shortage of available stock in the Shenzhen market, with consumers needing to place orders and wait for delivery [7] Group 8 - Luckin Coffee is reportedly considering acquiring Blue Bottle Coffee, with no official comments from either party regarding the speculation [8] Group 9 - Midea Building Technology has announced a price increase of 5% across all product lines due to rising raw material costs, effective from December 15, 2025 [9] Group 10 - Annoqi has decided to terminate its investment in a 50,000-ton dye intermediate project due to significant changes in market conditions and related industry policies [11] - The company had initially planned to invest 421 million yuan in the project, with 43.26 million yuan already spent [11] Group 11 - Shengyi Electronics has adjusted its share repurchase price limit to not exceed 144.36 yuan per share, while other terms of the repurchase plan remain unchanged [12] Group 12 - China Electric Research has proposed a cash dividend of 2.5 yuan per 10 shares for the first three quarters of 2025 [13] Group 13 - Weiteou has signed a strategic cooperation agreement with Huairuixin Energy to develop new materials and applications, establishing a joint laboratory for product development [14] Group 14 - Zhuolang Intelligent plans to increase its wholly-owned subsidiary's capital by 900 million yuan, utilizing self-owned funds and fixed assets [15] Group 15 - Zhenhua Heavy Industry has signed a contract worth 1.149 billion yuan with Guangzhou Salvage Bureau for the construction of a deep-water crane vessel [16] Group 16 - Huayin Technology's subsidiary has signed a framework agreement worth 392 million yuan for the processing of aircraft engine components [18] Group 17 - The Shanghai Composite Index recorded a slight increase of 0.1%, marking an eight-day consecutive rise, with significant trading volume and active market sectors [19]

个股方面，中际旭创成交额居首，为147.5亿元。其后是工业富联、新易盛、航天发展、胜宏科技，成交额分别为141.3亿元、135.1亿元、119.5亿元、112.7 亿元。 | 还原 容代码 名称 | | | - - 现代 - - 总手 | | 明 BERX | 开盘 | 最低 | | 金额 : | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 300308 中际旭创 R +2.16% | 14 14 14 634.40 | | | 23.51万 | 621.00 | 627.64 | 638.00 | 617.60 +0.11% 0.83 | 147.5亿 | | വ 601138 工业富联 | R +3.63% 20709个 65.14 | | | 217.87万 | 62.86 | 64.18 | 66.00 6 63.59 6 +0.00% 1.31 | | 141.2亿 | | က | 300502 新易盛 R | | | | 458.00 | 459.99 | 461.99 447.00 +0.02% 0.77 | ...

| | | 东财概念指数 | | | | | 东财行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | MLCC | 空间站概念 | 一字 | 昨日连板_含 昨日涨停_含 14 | 被动元件 | 视听器材 | 地面装备 | 卫星应用 | 航空航天装 备 | 其他电气设 备 | | 5.10% | 5.02% | 4.75% | 4.26% | 4.24% | 4.74% | 3.58% | 3.03% | 2.41% | 1.86% | | 时空大数据 | 昨日涨停 | 昨日连板 | 商业航天 | 天基互联 | 化学新材料 | 装修装饰 | 电子设备制 | 海业 | 合成纤维及 | | 4.03% | 3.89% | 3.72% | 3.49% | 3.39% | 1.84% | 1.80% | 造 1.76% | 1.75% | 树脂 1.68% | | 进口博览 | 稀缺资源 | 动力电池回 收 | 供销社概念 | न्द्रीय गरि | 珠宝首饰 | 港口航运 | 食品 | 音美屋 | 体育 | | -0 ...

封板率 74.00% 封板 54 触及 19 昨涨停今表现 12月24日，市场早盘窄幅震荡，三大指数集体翻红。黄白两线严重分化，中小盘股表现较强。 沪深两市半日成交额1.15万亿，较上个交易日缩量895亿。盘面上热点快速轮动，全市场超3800只个股上涨。截至收盘，沪指涨0.24%，深成指涨0.31%，创 业板指涨0.08%。 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。福建板块再度 走强，安记食品7天4板，合兴包装3连板。半导体板块表现活跃，圣晖集成3连板。下跌方面，贵金属概念高开低走，山金国际、西部黄金下挫。乳业概念回 调，庄园牧场触及跌停。 涨停表现 3.06% 高开率 54% 获利率 ...

12月23日，福建板块异动拉升，截至发稿，安通控股、安记食品、合兴包装二连板，海通发展直线拉升 涨停，鹭燕医药、海峡创新、厦门港务、平潭发展等个股跟涨。 据悉，新一轮封关运作主要呈现以下特点：一是首次将平潭主岛明确为海关监管区域，为适用更加便利 的海关监管措施提供基本依据；二是由"一线放宽"转为"一线放开"，人员、货物、商品进出往来更加便 利，对外开放能级进一步提升；三是产业导向更加明确，结合国际旅游岛建设和对外开放需求，配套调 整"一线"不予免（保）税货物清单、"二线"不予退税货物清单，进一步强化要素吸引力。 眼下，平潭新一轮封关运作已进入攻坚阶段，各部门正通力协作、靠前服务，政策、项目、业态三个板 块工作正加紧推进中。接下来，平潭将持续推进一、二线出入岛通道提升改造项目（二期）等工程建 设，加大力度推进各项软硬件配套设施提质升级，全面夯实新一轮封关运作基础支撑。 编辑｜心一 | 代码 | 名称 | 张唱 | 现价 | | --- | --- | --- | --- | | 600179 | 安通控股 | +10.07% | 4.92 | | 603162 | 海通发展 | +10.03% | 13.71 ...

Core Viewpoint - The article highlights the significant stock price increases of various companies in the Fujian sector, driven by the new customs operation in Pingtan, which enhances trade facilitation and regulatory measures [1][3]. Group 1: Stock Performance - An Tong Holdings (600179) saw a price increase of 10.07%, reaching 4.92 [2] - Hai Tong Development (603162) increased by 10.03%, with a current price of 13.71 [2] - An Ji Food (603696) rose by 9.99%, now priced at 24.44 [2] - He Xing Packaging (002228) experienced a 9.96% increase, reaching 5.41 [2] - Lu Yan Pharmaceutical (002788) increased by 9.16%, with a price of 18.36 [2] - Other notable increases include Hai Xia Innovation (300300) at +8.95% and Xiamen Tungsten (600549) at +6.02% [2]. Group 2: Pingtan Customs Operation - The new customs operation in Pingtan marks a significant shift, designating the main island as a customs supervision area, which allows for more convenient customs measures [3] - The transition from "one line relaxation" to "one line opening" facilitates easier movement of people and goods, enhancing the level of openness [3] - The operation emphasizes a clearer industrial direction, aligning with the needs of international tourism island construction and external openness [3] - Ongoing projects include the upgrade of entry and exit channels and improvements to supporting infrastructure to solidify the foundation for the new customs operation [3].

Core Viewpoint - Pingtan Development's stock has experienced significant volatility, with a notable drop of 12.5% in the last minutes of trading on December 19, 2025, following a period of rapid price increases, raising concerns among investors about the sustainability of its stock performance [4][6]. Group 1: Stock Performance - Pingtan Development's stock price surged from a low of 2.93 yuan on August 4, 2025, to a high of 16.97 yuan by December 17, 2025, marking an increase of 479.18% [4]. - The stock has seen a cumulative increase of over 310% since mid-October 2025, making it one of the most watched stocks in the A-share market [4]. - On December 22, 2025, the stock fell by 5% to 12.91 yuan, with a trading volume of 839 million yuan and a turnover rate of 3.25% [1]. Group 2: Financial Performance - Pingtan Development's mid-2025 report indicated that 42.75% of its revenue came from the processing and sales of timber products, while 36.79% was derived from the development of the Pingtan Comprehensive Experimental Zone [5]. - The company has reported losses for most of the past decade, with only four years of profitability since 2016, the highest being 31.41 million yuan in 2018 [9][11]. - In the five years leading up to 2025, the company reported losses of 226 million yuan, 387 million yuan, 230 million yuan, 308 million yuan, and 117 million yuan respectively [11]. Group 3: Market Dynamics - Pingtan Development's stock is characterized by a small total share capital of 1.932 billion yuan, with the largest shareholder holding 17.28% of the shares, limiting the actual tradable shares to approximately 1.598 billion [9]. - The company faced scrutiny from investors regarding its stock price movements, which were perceived as detached from its fundamental performance, leading to inquiries about the lack of trading suspension for further investigation [6].