（原标题：数据复盘丨CPO、锂矿等概念走强 93股获主力资金净流入超1亿元） 12月17日，上证指数、科创50指数早盘探底回升，午后震荡上扬；深证成指、创业板指早盘震荡上扬， 随后有所回落，之后再度上扬，午后持续走强。截至收盘，上证指数报3870.28点，涨1.19%，成交额 7668亿元；深证成指报13224.51点，涨2.4%，成交额10443.25亿元；创业板指报3175.91点，涨3.39%， 成交额4951.14亿元；科创50指数报1325.33点，涨2.47%，成交额502亿元。沪深两市合计成交18111.25 亿元，成交额较上一交易日增加869.46亿元。 CPO、锂矿等概念走强 *ST铖昌6连板 盘面上来看，行业板块、概念涨多跌少。其中，通信、有色金属、保险、贵金属、电子、化工、电力设 备、传媒等行业涨幅靠前；CPO、锂矿、光通信模块、液冷、铜缆高速连接、氟化工、PCB、复合集流 体等概念走势活跃。农林牧渔、国防军工、酿酒等行业跌幅居前；空间站、卫星互联网、免税、租售同 权、粮食等概念走势较弱。涨停个股主要集中在通信、机械设备、医药生物、化工、轻工制造等行业。 个股涨跌情况，截至收盘，沪深两市 ...

12月2日，国机精工盘中上涨2.19%，截至09:53，报33.65元/股，成交2.69亿元，换手率1.54%，总市值 180.45亿元。 资金流向方面，主力资金净流入1610.35万元，特大单买入2516.33万元，占比9.36%，卖出1481.36万 元，占比5.51%；大单买入5438.71万元，占比20.24%，卖出4863.33万元，占比18.10%。 国机精工今年以来股价涨144.02%，近5个交易日涨5.92%，近20日涨18.95%，近60日涨1.66%。 今年以来国机精工已经6次登上龙虎榜，最近一次登上龙虎榜为9月26日，当日龙虎榜净买入-1.81亿 元；买入总计2.22亿元 ，占总成交额比15.31%；卖出总计4.03亿元 ，占总成交额比27.74%。 国机精工所属申万行业为：机械设备-通用设备-磨具磨料。所属概念板块包括：轴承、空间站、国机集 团、商业航天（航天航空）、军民融合等。 截至11月20日，国机精工股东户数5.84万，较上期减少5.82%；人均流通股9057股，较上期增加6.18%。 2025年1月-9月，国机精工实现营业收入22.96亿元，同比增长27.17%；归母净利润2. ...

Core Viewpoint - China Satellite's stock has shown significant growth this year, with a year-to-date increase of 62.26% and a recent trading volume indicating active market participation [1][2] Financial Performance - For the period from January to September 2025, China Satellite achieved a revenue of 3.102 billion yuan, representing a year-on-year growth of 85.28% [2] - The net profit attributable to the parent company for the same period was 14.8114 million yuan, marking a substantial increase of 200.48% year-on-year [2] Stock Market Activity - As of December 1, the stock price of China Satellite was 44.28 yuan per share, with a market capitalization of 52.361 billion yuan [1] - The stock has experienced a trading volume of 8.11 billion yuan, with a turnover rate of 1.56% [1] - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) twice this year, with the latest appearance on September 1, where it recorded a net buy of -107 million yuan [1] Shareholder Information - As of September 30, 2025, the number of shareholders for China Satellite was 160,500, an increase of 27.12% from the previous period [2] - The average number of circulating shares per shareholder decreased by 21.33% to 7,366 shares [2] Dividend Distribution - Since its A-share listing, China Satellite has distributed a total of 1.383 billion yuan in dividends, with 148 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is the Fortune CSI Military Industry Leader ETF, holding 13.2941 million shares, an increase of 1.9401 million shares from the previous period [3] - Other notable institutional shareholders include the Southern CSI 500 ETF and the Guotai CSI Military Industry ETF, with varying changes in their holdings [3]

Core Viewpoint - Aerospace Technology has shown a significant increase in stock price and trading activity, indicating strong market interest and potential growth opportunities in the automotive electronics and aerospace sectors [1][2]. Company Overview - Aerospace Technology Co., Ltd. was established on January 27, 1999, and listed on April 1, 1999. The company is based in Fengtai District, Beijing, and its main business areas include vehicle networking, industrial IoT, aerospace application products, automotive electronics, oil instruments, and electrical equipment [1]. - The revenue composition of the company is as follows: automotive electronics 84.98%, aerospace application products 9.36%, platform software and sensing devices 6.62%, and other businesses 0.31% [1]. Financial Performance - For the period from January to September 2025, Aerospace Technology reported operating revenue of 4.089 billion yuan, a year-on-year decrease of 17.99%. However, the net profit attributable to shareholders increased significantly to 94.8927 million yuan, reflecting a year-on-year growth of 976.78% [2]. - The company has distributed a total of 151 million yuan in dividends since its A-share listing, with 10.3766 million yuan distributed in the last three years [3]. Stock Performance - As of November 28, the stock price of Aerospace Technology increased by 67.27% year-to-date, with a recent 4.26% rise over the last five trading days. However, it has seen a decline of 3.78% over the last 20 days and a slight decrease of 0.49% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on November 3, where it recorded a net purchase of 273 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Aerospace Technology reached 144,600, an increase of 80.98% from the previous period. The average number of circulating shares per shareholder decreased by 44.75% to 5,519 shares [2]. - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings among various ETFs [3].

Core Viewpoint - LeiKe Defense has shown significant stock performance with a year-to-date increase of 63.07%, indicating strong market interest and potential growth in the defense sector [1][2]. Financial Performance - As of November 10, 2025, LeiKe Defense reported a revenue of 933 million yuan, representing a year-on-year growth of 34% [2]. - The company recorded a net profit attributable to shareholders of -90.61 million yuan, reflecting a year-on-year increase of 32.61% [2]. Stock Market Activity - On November 28, LeiKe Defense's stock price rose by 2.16% to 7.11 yuan per share, with a trading volume of 772 million yuan and a turnover rate of 8.50% [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the latest instance on November 27, where it saw a net buying of 23.62 million yuan [1]. Shareholder Information - As of September 30, 2025, LeiKe Defense had 135,600 shareholders, an increase of 4.58% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 4.38% to 9,534 shares [2]. Business Segments - LeiKe Defense's main business segments include radar systems (33.48%), intelligent control (29.83%), satellite applications (20.92%), and security storage (13.05%) [2].

Core Viewpoint - China Satellite's stock price has shown volatility with a year-to-date increase of 52.99%, while recent trading indicates a slight decline in the short term [1][2] Financial Performance - For the period from January to September 2025, China Satellite achieved a revenue of 3.102 billion yuan, representing a year-on-year growth of 85.28% [2] - The net profit attributable to shareholders for the same period was 14.8114 million yuan, marking a significant increase of 200.48% year-on-year [2] Stock Market Activity - As of November 26, China Satellite's stock was trading at 41.75 yuan per share, with a market capitalization of 49.369 billion yuan [1] - The stock experienced a net outflow of 22.8358 million yuan in principal funds, with large orders showing a buy-sell imbalance [1] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 160,500, up by 27.12% from the previous period [2] - The average number of circulating shares per shareholder decreased by 21.33% to 7,366 shares [2] Dividend Distribution - Since its A-share listing, China Satellite has distributed a total of 1.383 billion yuan in dividends, with 148 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, major institutional shareholders include the Fortune CSI Military Industry Leader ETF, which increased its holdings by 1.9401 million shares [3] - Other ETFs such as the Southern CSI 500 ETF and Guotai CSI Military ETF have seen changes in their holdings, with some exiting the top ten list of shareholders [3]

Core Viewpoint - The stock of Huali Chuangtong has experienced fluctuations, with a recent decline of 2.04% and a year-to-date increase of 5.79%, indicating mixed market sentiment towards the company [1][2]. Financial Performance - For the period from January to September 2025, Huali Chuangtong reported a revenue of 564 million yuan, representing a year-on-year growth of 26.32%. The net profit attributable to shareholders was 9.39 million yuan, showing a significant increase of 132.60% [2]. - Cumulatively, the company has distributed 97.81 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of November 21, the stock price was 22.10 yuan per share, with a market capitalization of 14.645 billion yuan. The trading volume was 52.23 million yuan, with a turnover rate of 0.45% [1]. - The net outflow of main funds was 8.29 million yuan, with significant selling pressure observed in large orders [1]. Shareholder Structure - As of November 10, the number of shareholders decreased to 98,300, with an average of 5,250 circulating shares per person, reflecting a slight increase [2]. - The top ten circulating shareholders include various ETFs, with notable reductions in holdings for several funds, while new entries were observed for others [3].

Core Viewpoint - Huali Chuangtong's stock price has shown fluctuations with a recent increase of 2.27%, while the company has experienced a year-to-date stock price increase of 8.04% [1][2] Financial Performance - For the period from January to September 2025, Huali Chuangtong achieved a revenue of 564 million yuan, representing a year-on-year growth of 26.32%, and a net profit attributable to shareholders of 9.39 million yuan, which is a significant increase of 132.60% [2] - Cumulative cash dividends since the company's A-share listing amount to 97.81 million yuan, with no dividends distributed in the past three years [3] Stock Market Activity - As of November 20, Huali Chuangtong's stock was trading at 22.57 yuan per share, with a total market capitalization of 14.957 billion yuan [1] - The stock has seen a trading volume of 1.06 billion yuan, with a turnover rate of 0.92% [1] - The company has experienced a net outflow of 12.42 million yuan in principal funds, with significant selling pressure from large orders [1] Shareholder Structure - As of November 10, the number of shareholders for Huali Chuangtong was 98,300, a decrease of 1.70% from the previous period, with an average of 5,250 circulating shares per shareholder, an increase of 1.73% [2] - The top ten circulating shareholders include various ETFs, with notable reductions in holdings from several major shareholders [3]

Core Viewpoint - 雷科防务 has shown a significant increase in stock price and revenue, indicating strong market performance and growth potential in the defense sector [1][2]. Financial Performance - As of October 20, 雷科防务 reported a revenue of 933 million yuan for the period from January to September 2025, representing a year-on-year growth of 34% [2]. - The company recorded a net profit attributable to shareholders of -90.61 million yuan, which is a year-on-year increase of 32.61% [2]. - The stock price has increased by 35.55% year-to-date, with a recent 5-day increase of 2.78% and a 20-day increase of 8.04% [1]. Stock Market Activity - On November 19, 雷科防务's stock rose by 2.07%, reaching 5.91 yuan per share, with a trading volume of 198 million yuan and a turnover rate of 2.63% [1]. - The net inflow of main funds was 12.58 million yuan, with large orders accounting for 17.86% of purchases and 11.29% of sales [1]. Shareholder Information - As of October 20, 雷科防务 had 129,700 shareholders, a decrease of 0.71% from the previous period, with an average of 9,971 circulating shares per shareholder, an increase of 0.72% [2][3]. - The company has distributed a total of 323 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Business Overview - 雷科防务 specializes in radar systems, smart munitions, satellite applications, secure storage, and intelligent networking, with revenue contributions of 33.48%, 29.83%, 20.92%, 13.05%, and 1.29% respectively [1]. - The company is classified under the defense and military electronics sector, with various concept segments including small-cap, low-price, and space station concepts [1].

Core Viewpoint - Aerospace Technology's stock price has shown significant volatility, with a year-to-date increase of 69.83% but a recent decline of 5.34% over the last five trading days [1] Group 1: Stock Performance - As of November 19, Aerospace Technology's stock price is 18.63 CNY per share, with a market capitalization of 14.87 billion CNY [1] - The stock has experienced a trading volume of 93.45 million CNY, with a turnover rate of 0.64% [1] - The company has appeared on the "Dragon and Tiger List" seven times this year, with the most recent net purchase of 273 million CNY on November 3 [1] Group 2: Financial Performance - For the period from January to September 2025, Aerospace Technology reported a revenue of 4.09 billion CNY, a year-on-year decrease of 17.99%, while net profit attributable to shareholders reached 94.89 million CNY, a significant increase of 976.78% [2] - Cumulative cash dividends since the company's A-share listing amount to 151 million CNY, with 10.37 million CNY distributed over the past three years [3] Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders has increased to 144,600, with an average of 5,519 shares held per shareholder, a decrease of 44.75% [2] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable reductions in holdings among several institutional investors [3]