Core Viewpoint - Pangu Intelligent (301456) has experienced a decline in stock price, closing at 31.5 yuan, down 2.17% from the previous week, with a current market capitalization of 4.739 billion yuan [1] Company Announcements - Independent director Yang Qifeng has submitted his resignation due to personal reasons, which will take effect after a new independent director is elected at the shareholders' meeting. Yang did not hold any shares in the company and has fulfilled his commitments [2][5] - The company has approved an investment increase of 110 million yuan in its Thai subsidiary, Tech Lubrication (Thailand) Co., Ltd., to be used for production base construction, equipment procurement, raw material purchases, and daily operating expenses. The total investment in the Thai subsidiary will not exceed 160 million yuan, and the equity structure will remain unchanged [3][4]

【导读】港股迎来"开门红"，恒生指数大涨近560点，恒生科技涨超3%；半导体板块飙涨，百度集团创近期新高 中国基金报记者 晨曦 1月2日，港股早间小幅高开，上午持续走高，恒生科技指数一度涨近4%，迎来"开门红"。截至午间收盘，恒生指数涨2.18%，恒生科技指数涨3.38%，恒 生国企指数涨2.26%。 港股半导体板块狂飙 1月2日上午，在新股壁仞科技的带动下，港股半导体板块集体狂飙，晶门半导体、中芯国际等多股大涨。 | 26189.79 | | 昨收 | 25630.54 | 成交额 | 768.69亿 | | --- | --- | --- | --- | --- | --- | | +559.25 | +2.18% | 今井 | 25717.42 | 成交量 | 56.27亿 | | 上涨 | 81 | 147 | 1 | 下跌 | 6 | | 最高价 | 26224.16 | 而智率 | 12.01 | 近20日 | 0.36% | | 最低价 | 25717.42 | 市净率 | 1.27 | 今年来 | 2.18% | | 分时 | 五日 | EK | | 周K 月K 更多 | | | 叠加 | | ...

Core Viewpoint - The article discusses the performance of stocks categorized as "猛兽股" (beast stocks), focusing on those with a price increase of over 4 times within a year, and highlights the emergence of two distinct trading patterns: the traditional trend model and the volume accumulation model [1][2]. Group 1: Stock Selection Criteria - The selection formula for identifying beast stocks is based on a specific calculation involving the highest high and lowest low over a defined period [1]. - A total of 99 stocks were identified in the market, with 40 stocks filtered through an earnings pre-selection pool, although the specific list is not provided [2]. Group 2: Market Trends and Patterns - The current bull market has seen a significant increase in the volume accumulation model, with a ratio of approximately 6:4 compared to the traditional model [2]. - The volume accumulation model results in steeper price increase slopes and shorter time frames for achieving similar gains, with some stocks completing significant price movements in just days or weeks [2]. - The rise of quantitative trading is closely linked to the volume accumulation model, which emphasizes high-frequency trading and rapid turnover, previously dominated by speculative funds [2]. Group 3: Differences Between Trading Models - The traditional trend model is closely tied to earnings growth, while the volume accumulation model shows little correlation with earnings performance [2][5]. - Stocks selected under the traditional model are fundamentally different from those in the volume accumulation model, reflecting divergent views on the importance of fundamentals versus short-term market sentiment [4][5]. Group 4: Commonalities and Market Implications - Both trading models exhibit a common principle of minimal drawdowns during trends, with only a small fraction of the selected stocks experiencing significant pullbacks [5]. - The average drawdown for potential bull stocks in 2025 is lower than in previous years, theoretically making it easier to hold positions [5]. - The emergence of the volume accumulation model presents both challenges and opportunities for investors, suggesting a need for diversification in investment strategies [5].

【大河财立方 见习记者 金怡杉】2025年12月31日，A股正式收官。这一年，近八成个股（4230只股票）实现全年上涨；沪指累计上涨18.41%，2921只 个股跑赢大盘；540只个股股价翻倍；10只大牛股涨幅超500%，成为投资者眼中的"造富机器"。 | | | | 2025年A股涨幅Top10 | | | | --- | --- | --- | --- | --- | --- | | 序号 | 证券简称 | 年内涨跌幅 年内涨停板 | | 所属行业 | 上市板 | | | | (%) | 个数 | | | | T | 上纬新材 | 1820.29 | 16 | 朝お | 科创板 | | 2 | 天普股份 | 1645.35 | 33 | 汽车零部件 | 主板 | | 3 | *ST宇顺 | 719.38 | 70 | 光学光电子 | 主板 | | 4 | *ST业振 | 636.70 7 | 6hxUl' | 家居用品 | 主板 | | 5 | 胜宏科技 | 586.02 02 0216 1 | | 元件 | 创业板 | | 6 | 飞沃科技 | 581.66 | 3 | 风电设备 | 创业板 | | 7 ...

Core Viewpoint - The article highlights the emergence of Douyin creators as key figures in bridging the gap between advanced technology and public understanding, showcasing China's major engineering projects and innovations through immersive storytelling and relatable content [5][10][20]. Group 1: Douyin Creators and Their Impact - Douyin creators are gaining access to previously restricted engineering sites, allowing them to document and share the stories behind China's major infrastructure projects, such as the world's longest underwater high-speed rail tunnel [5][10]. - The creators utilize a first-person narrative style to make complex engineering concepts relatable, transforming abstract ideas into tangible stories that resonate with the audience [10][12]. - The content produced by these creators has garnered significant engagement, with videos on topics like the underwater tunnel and wind energy achieving millions of views and likes, indicating a strong public interest in these subjects [23]. Group 2: Technological and Engineering Highlights - The article discusses various engineering feats, including the construction of the underwater tunnel and the development of China's first reusable commercial rocket, emphasizing the technical challenges and innovations involved [7][9]. - Creators explain complex technologies in simple terms, such as comparing wind energy generation to a "super-sized electric fan," making it easier for the public to grasp the significance of these advancements [12][16]. - The narrative also includes personal stories from engineers and workers, highlighting their dedication and the human element behind these technological achievements, which fosters a sense of national pride [18][20]. Group 3: Platform Support and Community Engagement - Douyin has launched initiatives like "Burning Up! Major National Equipment" to support creators in showcasing China's technological innovations, providing them with resources and access to critical sites [21][23]. - The platform's support has led to a significant increase in the visibility of these creators' content, with over 36.7 billion views on related topics, demonstrating the effectiveness of this approach in engaging the public [23]. - The creators' work not only informs but also inspires viewers, enhancing national confidence and encouraging interest in science and technology among younger audiences [23][25].

证券之星消息，12月31日风电设备板块较上一交易日上涨0.56%，飞沃科技领涨。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301232 | 飞沃科技 | 168.37 | 17.91% | 12.71万 | 20.13亿 | | 688660 | 电气风电 | 17.01 | 4.81% | 38.07万 | 6.41亿 | | 300129 | 泰胜风能 | 10.46 | 4.60% | 116.01万 | 11.94亿 | | 603507 | 振江股份 | 26.31 | 3.30% | 13.98万 | 3.69亿 | | 603985 | 恒润股份 | 15.24 | 0.99% | 6.15万 | 9327.49万 | | 002202 | 金风科技 | 20.40 | 0.99% | 427.96万 | 86.21亿 | | 601615 | 明 ...

盘面上，昨日拉升助力大市上涨的大型科技股集体低迷，京东、快手、阿里巴巴、小米、腾讯均下跌， 唯独百度再涨1.39%；2026年汽车以旧换新补贴细则发布，汽车股呈现高开低走行情，"蔚小理"等皆转 跌；美政府已颁发许可证，批准韩企向中国出口芯片制造设备，昨日拉升的半导体股走低，家电股、保 险股、风电股、煤炭股纷纷表现弱势。 格隆汇12月31日｜受元旦假期影响，港股下午开始休市，三大指数上午盘集体收跌，且呈现高开低走行 情，收官日表现低迷。截止收盘，恒生指数跌0.87%报25630点，国企指数跌0.86%报8913点，恒生科技 指数跌1.12%报5515点。25年收官：恒指、国指、恒生科技指数分别上涨27.77%、22.27%、23.45%。 来源：格隆汇APP 注：2026年元旦假期将至，港股12月31日(周三)半天市，下午开始休市，1月1日(周四)休市，共1.5天假 期，周五正常开市。(格隆汇) 另一方面，元旦假期旺季来临，航空股、影视股等受益于相关板块走势活跃，尤其是三大航空股皆强 势，猫眼娱乐等上涨；铜价创十余年最佳年度表现，铜业股是唯一上涨的有色金属股，其中江西铜业股 份再创历史新高。 ...

华夏创业板中盘200ETF发起式联接A（020837）基金经理为华龙。 数据显示，华夏基金旗下1只基金重仓海力风电。华夏创业板中盘200ETF发起式联接A（020837）三季 度持有股数100股，与上期相比持股数量不变，占基金净值比例为0.02%，位居第二大重仓股。根据测 算，今日浮盈赚取约81元。 华夏创业板中盘200ETF发起式联接A（020837）成立日期2024年3月5日，最新规模2698.22万。今年以 来收益29.03%，同类排名1893/4189；近一年收益24.04%，同类排名2170/4188；成立以来收益52.62%。 12月31日，海力风电涨1.01%，截至发稿，报81.40元/股，成交7260.61万元，换手率0.74%，总市值 176.96亿元。 资料显示，江苏海力风电设备科技股份有限公司位于江苏省如东经济开发区金沙江路北侧、井冈山路东 侧，成立日期2009年8月18日，上市日期2021年11月24日，公司主营业务涉及国家产业政策允许的风力 发电设备的零部件研发、生产、销售;农业机械、港口机械、环保机械生产、销售;钢结构、机电设备安 装;钢材销售。(依法须经批准的项目,经相关部门批准 ...

周二，A股深强沪弱，根据交易所数据，上证指数涨0.0%报3965.12点，深证成指涨0.49%，创业板指涨0.63%，沪深300涨0.26%，科创50涨1.01%。 责任编辑：山上 沪深两市1734股上涨，3306股下跌，142股持平。合计成交额2.14万亿元，较前一交易日放量约32.81亿元；大盘主力资金净流出387.72亿元，汽车零部件主 力资金净流入居首，其次是家电行业、通用设备、文化传媒、消费电子，通信设备主力资金净流出居首，其次是电子元件、风电设备、光伏设备、航天航 空。 周三是今年最后一个交易日，资深市场人士徐小明指出，周三是日线收盘、周线收盘、月线收盘、也是年线收盘。2025年就这样过去了，中间经历了4月7日 单日大跌千股跌停的至暗时刻，也经历了中间几乎无下跌除了涨就是横的148个交易日的上升周期。2025年是罕见的慢牛走势。 徐小明表示，非常期待中国股市能走出长周期慢牛，他不止一次提到过慢牛对于市场的好处，慢牛才是王道。从目前来看，年线收盘到相对高位基本格局已 定，慢牛也会被历史记录下来。 徐小明分析，今年跟以往最大的不同在于，今年的股市资金很多都是理性投资，居民存款居高不下，代表了市场能投资 ...

证券日报网讯12月30日，泰胜风能（300129）在互动平台回答投资者提问时表示，公司在手订单充足， 根据《2025年第三季度报告》，截至2025年9月30日，公司在执行或待执行的订单共计47.69亿元。公司 会根据各基地产能情况合理分配产能。 ...