Group 1: Military Exercises - The Eastern Theater Command of the People's Liberation Army (PLA) is conducting significant military exercises and live-fire drills in designated maritime and aerial areas from 8 AM to 6 PM today, emphasizing a strong stance against separatism and interference to maintain national sovereignty and territorial integrity [1] - On December 30 at 1 PM, the Eastern Theater Command's army, in coordination with the navy, air force, and rocket forces, executed a long-range joint fire strike in the southern waters related to Taiwan, achieving the expected results [2] - The PLA organized naval and air forces to conduct verification, warning, and simulated strike exercises in the northern and southern waters of Taiwan, testing their integrated control capabilities [4] Group 2: Tax Policy Announcement - The Ministry of Finance announced that individuals selling residential properties purchased for less than two years will be subject to a full 3% value-added tax, while those selling properties held for two years or more will be exempt from this tax. This policy will take effect on January 1, 2026 [3] Group 3: Market Performance - The Shenzhen Component Index saw a slight increase of 0.23% during the morning session, while the Shanghai Composite Index decreased by 0.1%. The total trading volume across the Shanghai, Shenzhen, and Beijing markets was 1.3039 trillion yuan, down by 103.9 billion yuan from the previous day [6] - Sectors such as gaming, film, and AI applications showed strong performance, with stocks like Baidu and Jin Yi Films hitting the daily limit, while sectors like the Hainan Free Trade Zone and retail faced declines [6]

| 代码 | 股票名称 | 成交额(亿元) | 换手率 | 涨跌幅 | 所属热门题材 | | --- | --- | --- | --- | --- | --- | | 000547.SZ | 航天发展 | 216.2 | 42.53% | -3.13% | 商业航天、军工信息化、 卫星通信 | | 600118.SH | 中国卫星 | 198.7 | 18.69% | -1.91% | 商业航天、卫星制造 | | 300308.SZ | 中际旭创 | 164.6 | 2.36% | 2.27% | CPO概念、光模块、AI算 力、800G/1.6T | | 002202.SZ | 金风科技 | 144.4 | 20.37% | -6.74% | 风电设备、新能源、储 | | | | | | | 能、氢能源 | | 002050.SZ | 三花智控 | 141.3 | 7.63% | 9.99% | 新能源汽车热管理、人形 机器人、特斯拉链 | | 600879.SH | 航天电子 | 132.7 | 20.42% | 0.52% | 航天电子信息、无人系 统、卫星导航 | | 688256.SH | 寒武纪 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603248 | C错得 | 22.67 | -8.77% | 24.74万 | 5.76亿 | | 301557 | 常友科技 | 131.97 | -7.71% | 1.60万 | 2.22亿 | | 002202 | 金风科技 | 20.20 | -6.74% | 682.74万 | 144.41亿 | | 300129 | 泰胜风能 | 10.00 | -6.54% | 109.10万 | 11.17亿 | | 301040 | 世朗发出 | 28.75 | -4.49% | 5.10万 | 1.49 乙 | | 688660 | 电气风电 | 16.23 | -3.34% | 22.56万 | 3.70亿 | | 601615 | 明阳智能 | 14.35 | -2.84% | 40.52万 | 5.85 Z | | 301232 | 飞沃科技 | 142.80 | -2.19% | 11.77万 | 17.28亿 | | 300772 ...

Market Overview - The Hong Kong stock market saw all three major indices rise, with the Hang Seng Technology Index increasing by 1.74%, the Hang Seng Index by 0.86%, and the National Enterprises Index by 1.12% [1][2]. Technology Sector - Major technology stocks collectively rose, with Baidu surging nearly 9%, and NetEase and Xiaomi both increasing over 2%. Other notable gains were seen in JD.com, Tencent, Alibaba, and Meituan [5][6]. - Semiconductor stocks also experienced significant gains, led by InnoCare, which rose over 15%, while major players like SMIC increased by over 4% [7][8]. New Listings - Six new stocks were listed on the Hong Kong market, with notable increases including InnoSilicon up 24.66%, and Wuyiyi Vision up 29.9% [3]. Energy Sector - Oil stocks strengthened, with CNOOC rising nearly 4% as international oil prices surged due to heightened geopolitical risks. WTI crude surpassed $58 per barrel, and Brent approached $62 per barrel [14]. Entertainment Sector - The film and entertainment sector was active, with Emperor Culture Industries rising nearly 9%. The 2025 box office has already surpassed 5.3 billion yuan, marking a new high in recent years [13]. Wind Power Sector - Wind power stocks fell sharply, with Goldwind Technology dropping nearly 11%, alongside declines in other related companies [16][17]. AI and Robotics Sector - AI application companies like MaiFusTech saw significant gains, rising over 11% after announcing strategic partnerships with major tech firms [18][21]. - Robotics stocks also performed well, with Sanhua Intelligent Control increasing over 12% [11]. Investment Outlook - Analysts suggest that the Hong Kong market may continue to trend upward due to supportive domestic policies and a weaker US dollar. There is a focus on technology growth and high dividend strategies as potential investment opportunities [23].

另一方面，风电股大肆走低，龙头金风科技大跌近11%，核电股跟跌，航空股、建材水泥股、钢铁股、 保险股、濠赌股多数表现弱势。此外，港股6只新股今日齐挂牌：英矽智能大涨24.66%，美联股份涨 7.6%，五一视界涨29.9%，林清轩涨9.3%，迅策涨1%，卧安机器人基本平收。(格隆汇) 港股三大指数午后涨幅进一步扩大，一扫昨日高开低走的低迷情绪，恒生科技指数一度大涨至2%，最 终收涨1.74%，恒生指数、国企指数分别上涨0.86%及1.12%，恒指午后再度逼近26000点大关。 盘面上，作为市场风向标的大型科技股拉升强力助力大市上涨，尤其是百度劲升近9%表现十分抢眼， 网易、小米涨超2%，京东、腾讯、阿里巴巴、美团皆上涨；AI基建利好提振，半导体股拉升走强，英 诺赛科大涨超15%领衔上涨，权重中芯国际涨超4%；地缘政治风险再度升温促国际油价大涨，"三桶 油"走高，中海油涨近4%；市场预热特斯拉Optimus发包，美国机器人行政命令望26年发布，机器人概 念股午后拉升明显；国家发改委鼓励大型氧化铝等领域骨干企业实施兼并重组，铝业股领衔有色金属股 反弹。 ...

Group 1 - The core point of the article is that Goldwind Technology (02208.HK) announced that there has been unusual volatility in its A-share stock trading, but there are no significant changes in its operational situation or external business environment [3] - The company confirmed that there are no major undisclosed matters or significant events in the planning stage, and its largest shareholder has not traded the company's stock during the period of unusual volatility [3] - Goldwind Technology holds equity in Landspace, a private commercial rocket company in China, which is noted for being the first to successfully launch a liquid oxygen-methane rocket [3] Group 2 - According to Everbright Securities, the recent rapid increase in Goldwind Technology's stock price is attributed to the commercial aerospace market, but expectations for its hydrogen-ammonia logic market remain relatively low, indicating potential areas for future focus [3]

Core Viewpoint - The company reported a significant increase in overseas orders for the first half of 2025, with a total of 947 million yuan, which is a year-on-year doubling, and noted that the gross profit margin for overseas orders is 3-5 percentage points higher than that of domestic orders [1] Group 1 - The company confirmed that it does not have the "Dogger Bank" project, and all orders in the European region are progressing normally in terms of production and delivery [1] - For the fiscal year 2025, some of the newly added overseas orders will be recognized as revenue within the year, with specific details to be provided in the audited annual report [1] - The company was asked if the proportion of high-margin overseas orders could exceed 30% for the entire year of 2025, indicating investor interest in the profitability of these orders [1]

中国经济网北京12月30日讯 A股三大指数今日小幅低开，市场午后震荡走强。截至今日收盘，上证综指 报3965.12点，涨幅0.00%，成交额8875.33亿元；深证成指报13604.07点，涨幅0.49%，成交额12547.92亿 元；创业板指报3242.91点，涨幅0.63%，成交额5594.95亿元。 A股市场板块涨跌幅排行 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量 (万手) = 总成交额 (亿元) ▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 电机 | 2.81 | 791.76 | 215.84 | 18.89 | 21 | র্ব | | 2 | 影视院线 | 2.57 | 1121.88 | 87.02 | 4.85 | 15 | ട് | | 3 | 石油加工贸易 | 1.90 | 1242.36 | 116.91 | 11.54 | 14 | 13 | | 4 | 自动化设备 | 1.65 | 1110.43 | 382.94 | 19.00 | 61 ...

Event Summary - The annual report disclosure schedule for 2025 has been released, with ChipGuide Technology being the first to disclose on February 3, 2026, and *ST Huawang on February 13, 2026 [1] Industry Insights - Key sectors expected to show improved or sustained high growth in annual report performance include "price-increasing commodities," "new energy and high-end manufacturing," "export-oriented sectors," and "TMT sectors with strong or improving demand" [1] - In the "price-increasing commodities" category, items with price increases exceeding 200% include black tungsten concentrate, VC, and lithium hexafluorophosphate, while those with increases over 100% include platinum and cobalt [4] - The new energy and high-end manufacturing sector is benefiting from high growth in military equipment orders and expanding demand for industrial robots and energy storage [6] - The export sector has seen significant growth, with high-tech and electromechanical product exports increasing by 7.7% and 9.7% year-on-year, respectively [6] Company Performance - A list of companies expected to see net profit growth exceeding 50% for the year has been compiled, based on preliminary quarterly report data [8] - Notable companies include Yuanjie Technology, with a projected net profit increase of 1726.36%, and Runze Technology, with an increase of 262.73% [9] - The semiconductor industry is projected to grow by 13.7% in sales in 2025, driven by strong demand for memory chips [7]

周一，A股商场冲高遇阻。盘中银行、石油化纤、风电设备以及软件开发等职业体现较好；动力金属、 医药商业、电池以及电力等职业体现较弱。国内货币政策估计将延续"适度宽松"的立场。商场遍及预期 美联储2026年将延续降息周期，全球流动性环境趋于宽松。近期人民币汇率走强，进一步提升了人民币 财物的招引力，有利于招引资金回流。估计上证指数围绕4000点邻近蓄势整固的可能性较大，建议投资 者密切重视微观经济数据、海外流动性变化以及政策动向。 周一，A股大盘冲高回落，上证指数实现九连阳。盘面上，商业航天板块延续活泼，机器人板块走强， 而贵金属、锂电等板块体现靠后。全商场已经接连两个买卖日超3000家个股跌落，反映出当时A股大盘 仍以结构性行情为主，投资者需要点重视热点体裁的持续性以及板块间的轮动节奏。因而短期内，尽管 当时指数层面震动上行趋势未产生明显转变，但需警惕接连上涨后技术性震动调整的危险，不过跟 着"春季烦躁"行情逐渐开启，商场上不缺乏主题投资时机，可持续积极参与近期热点体裁板块的短线时 机。中期来看，跟着近期国内外微观事件落地，微观要素对商场影响将逐渐消退，估值及流动性将成为 商场主导要素。 光控资本认为，周一，A ...