刘阳累计任职时间120天，现任基金资产总规模5.4亿元，任职期间最佳基金回报8.73%， 任职期间最差 基金回报8.62%。 12月31日，金鸿顺涨1.05%，截至发稿，报20.29元/股，成交3650.84万元，换手率1.02%，总市值36.36 亿元。 资料显示，苏州金鸿顺汽车部件股份有限公司位于江苏省张家港经济开发区长兴路30号，成立日期2003 年9月23日，上市日期2017年10月23日，公司主营业务涉及汽车车身和底盘冲压零部件及其相关模具的 开发、生产与销售。主营业务收入构成为：汽车零部件90.35%，其他5.38%，模具4.27%。 易方达易百智能量化策略混合A（005437）基金经理为殷明、刘阳。 截至发稿，殷明累计任职时间4年288天，现任基金资产总规模21.55亿元，任职期间最佳基金回报 99.46%， 任职期间最差基金回报7.24%。 从基金十大重仓股角度 数据显示，易方达基金旗下1只基金重仓金鸿顺。易方达易百智能量化策略混合A（005437）三季度持 有股数9.54万股，占基金净值比例为0.4%，位居第九大重仓股。根据测算，今日浮盈赚取约2万元。 易方达易百智能量化策略混合A（0054 ...

设 计 | 甄尤 美 撰 文 | 丁晶 晶 编 辑 | 张 南 Editor's notes 编者按 最近几年来，以成就新汽车人为使命的轩辕同学和以"打造最强新汽车合作生态圈"为使命的世界新汽车生态协会，一直在努力促 进中国汽车产业全球化进程。 在连续进行北美考察、东南亚考察之后，2025年9月7日开始，贾可博士又率领轩辕新汽车产业欧洲北非考察团，对德国、波兰、 匈牙利、塞尔维亚、西班牙和摩洛哥进行了为期10天的商务访问。 共探新营销，共创新可能 期间，当地时间9月8日晚上，轩辕同学和世界新汽车生态协会在德国慕尼黑举行主题为"长风破浪"的2025轩辕新汽车之夜，一百 余位中外汽车人齐聚一堂（ 详见2025年9月9日《汽车商业评论》微信公众号文章《One night in Munich》 ）。 如今，在2025年即将结束之际，《汽车商业评论》发表此次考察相关报道，为奔波于全世界的中国汽车产业从业者提供一些有益 参考。今天刊发第一篇《到欧洲北非去之一|走进克拉科夫，感受波兰中欧新桥头堡》。敬请关注，并提出宝贵意见。 2022年9月，张家口金融控股入局，完成对京西重工 55.45% 的股权收购。历经十余年的沉淀，公 ...

消息面上，据券商中国昨日报道，有传闻指出，供应链公司近期陆续赴北美拜访客户，市场预期特斯拉 Optimus项目发包在即。东方证券此前指出，马斯克在股东大会上宣布特斯拉将于2026年1季度发布第三 代Optimus，并将建设年产百万台Optimus的生产线，2026年底开始生产，预计2026年人形机器人规模化 量产确定性较强，公司有望凭借在机器人执行器领域的先发优势获取更多市场份额，机器人业务将有望 为公司打开新增长空间。 本文源自：智通财经网 智通财经获悉，三花智控(02050)盘中涨超5%，该股昨日大涨超11%。截至发稿，涨3.75%，报39.88港 元，成交额9.81亿港元。 ...

Core Viewpoint - Aikodi's stock has shown a significant increase in price and revenue growth, indicating a positive trend in the company's performance and market interest [1][2]. Group 1: Stock Performance - As of December 31, Aikodi's stock price increased by 2.01% to 20.27 CNY per share, with a trading volume of 245 million CNY and a turnover rate of 1.25%, resulting in a total market capitalization of 20.881 billion CNY [1]. - Year-to-date, Aikodi's stock price has risen by 26.69%, with a 6.97% increase over the last five trading days and a 7.25% increase over the last 20 days, although it has decreased by 10.82% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Aikodi achieved a revenue of 5.310 billion CNY, representing a year-on-year growth of 6.75%, while the net profit attributable to shareholders was 895 million CNY, reflecting a year-on-year increase of 20.70% [2]. - Since its A-share listing, Aikodi has distributed a total of 1.774 billion CNY in dividends, with 782 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Aikodi had 29,800 shareholders, a decrease of 11.36% from the previous period, with an average of 32,839 circulating shares per shareholder, which is an increase of 12.82% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest with 14.664 million shares, and Yongying Advanced Manufacturing Mixed Fund A is the eighth largest with 11.593 million shares, both being new shareholders [3].

Core Insights - The year 2025 is marked as a watershed moment for the global wireless communication industry, with the launch of the Chinese-origin NearLink technology, which signifies a critical leap in industrial development [1][57]. Industry Overview - NearLink technology has transitioned from steady growth to explosive scale by 2025, with over 100 million terminal products expected to be equipped with this technology, indicating a shift from concept validation to large-scale commercialization [3][59]. - The International NearLink Alliance has grown to over 1,200 members, covering the entire industry chain from chip design to terminal applications, establishing a collaborative ecosystem [5][61]. Technological Advancements - NearLink technology integrates the advantages of traditional wireless technologies like Bluetooth and Wi-Fi, achieving six key capabilities: low latency, high bandwidth, strong anti-interference, precise positioning, integrated sensing, and high concurrency [10][66]. - The introduction of Polar codes enhances anti-interference capabilities by 7dB, significantly improving signal reception sensitivity and capacity [12][68]. - NearLink expands physical layer bandwidth to 4MHz and achieves a transmission rate of 12Mbps, which is six times faster than traditional Bluetooth [13][69]. Application Scenarios - In consumer electronics, NearLink is revolutionizing user experiences with high-speed interactions and lossless audio transmission, with over 50 products already utilizing this technology [19][75]. - In smart home applications, NearLink enables devices to transition from passive control to proactive sensing, enhancing user interaction and energy efficiency [36][92]. - In the automotive sector, NearLink is becoming a standard for digital car keys, improving accuracy and security in vehicle access [42][100]. Ecosystem Development - The strategic partnership between NearLink and the open-source HarmonyOS is fostering a synergistic ecosystem, enhancing device interconnectivity and user experience [47][103]. - The combined efforts of over 1,200 industry partners are driving the rapid adoption of NearLink technology, aiming to create a foundation for a trillion-dollar market in the AIoT era [5][61]. Future Outlook - NearLink aims to establish a robust ecosystem that supports 1 billion to 10 billion connections, marking a significant shift in the wireless communication landscape [54][110]. - The technology's evolution reflects China's transition from a follower to a leader in short-range wireless communication, paving the way for a new era of interconnected devices [55][111].

据交易所数据显示，截至12月31日开盘一小时，大盘主力资金净流出200.86亿元。主力资金流出前十大板块分别为： 汽车零部件（-23.82亿元）、 半导体 （-18.25亿元）、 通用设备（-18.00亿元）、 专用设备（-17.90亿元）、 电网设备（-15.08亿元）、家电行业（-14.73亿元）、农牧饲渔（-13.03亿元）、电 子元件（-11.34亿元）、 光伏设备（-10.88亿元）、 消费电子（-8.83亿元）。 | 汽车零部件 | -0.25 | -23.82亿元 | 超捷股份 | | --- | --- | --- | --- | | 半导体 | -0.16 | -18.25亿元 | C蛋- | | 通用设备 | -0.53 | -18.00亿元 | 新菜应材 | | 专用设备 | -0.51 | -17.90亿元 | 南兴股份 | | 电网设备 | -0.83 | -15.08亿元 | 精达股份 | | 家电行业 | 0.08 | -14.73亿元 | 朗迪集团 | *数据仅供参考，不构成投资建议 | 农牧饲渔 | -1.07 | -13.03亿元 | *ST万方 | | --- | --- ...

据天眼查APP显示，万向钱潮股份公司成立于1994年01月08日，注册资本331535.8444万人民币。（数 据宝） | 近日该股表现 | | --- | | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.30 | 10.03 | 7.08 | 56592.56 | | 2025.12.29 | 4.62 | 8.41 | 8573.34 | | 2025.12.26 | 1.41 | 9.35 | -47628.43 | | 2025.12.25 | 9.98 | 4.53 | 71296.91 | | 2025.12.24 | 3.91 | 4.14 | 7096.68 | | 2025.12.23 | 1.03 | 3.42 | 4555.90 | | 2025.12.22 | 2.02 | 2.57 | 8827.84 | | 2025.12.19 | 1.42 | 1.50 | 787.96 | | 2025.12.18 | -0.88 | 1.60 | -990.15 | | 2025.12. ...

Market Situation - A-shares opened lower on Tuesday but rallied in the afternoon, with the Shanghai Composite Index closing down 0.0% at 3965.12 points. The Shenzhen Component rose by 0.49%, and the ChiNext Index increased by 0.63% [1] - Among individual stocks, 1840 rose (66 hitting the daily limit), while 3481 fell (19 hitting the lower limit). Notable gainers included Shuangxin Environmental Protection (+187.30%), N Qiangyi (+165.61%), and Yufan Technology (+124.36%). Major losers were *ST Dongtong (-59.27%), Guangdao Tui (-29.49%), and *ST Tianlong (-19.96%) [1] - The energy sector performed well, with oil and gas, automotive parts, and petrochemicals rising by 3.07%, 2.44%, and 1.96% respectively. Conversely, high-dividend sectors saw a collective decline, with power generation equipment, retail, and education down by 2.02%, 1.85%, and 1.75% respectively [1] Futures Market - The four major index futures contracts mostly rose, with IF2603 and IC2603 increasing by 0.36% and 0.59% respectively, while IH2603 fell by 0.03% and IM2603 rose by 0.24%. The basis for these contracts showed some recovery [2] News - The 2026 national subsidy plan was officially released, with the National Development and Reform Commission and the Ministry of Finance announcing a first batch of 625 billion yuan to support the replacement of old consumer goods. New products eligible for subsidies include smart glasses and smart home devices, while categories like home decoration and electric bicycles were removed [3] - For new car purchases, subsidies will be 12% or 10% of the car price, with a cap of 20,000 yuan or 15,000 yuan continuing from 2025 standards. The scope of household appliance subsidies has been narrowed to six categories, with the subsidy rate for first-level energy-efficient appliances reduced from 20% to 15% and the maximum subsidy per appliance decreased from 2000 yuan to 1500 yuan [3] - The Federal Reserve's December meeting minutes indicated a consensus on the need for interest rate cuts, although there were significant disagreements among officials regarding the timing and extent of future rate adjustments [3] Capital Market - On December 30, the A-share market maintained stable trading volume with a total turnover of 2.14 trillion yuan. Northbound capital transactions amounted to 2380.18 billion yuan. The central bank conducted a 3125 billion yuan reverse repurchase operation at a fixed rate of 1.40%, with 593 billion yuan of reverse repos maturing, resulting in a net injection of 2532 billion yuan for the day [4] Operational Suggestions - With short-term negative factors dissipating, indices have rebounded consecutively, and broad-based ETFs have shown significant inflows. The current volatility is on the rise, and the renminbi exchange rate has notably increased, suggesting core assets may trend upward. However, there may be short-term fluctuations due to potential capital withdrawals before the holiday, recommending the continued holding of bull spread combinations and a small amount of selling near-month out-of-the-money call options for hedging [5]

Group 1 - The core point of the news is that Aolian Electronics has seen a stock price increase of 1.21%, reaching 18.47 yuan per share, with a total market capitalization of 3.16 billion yuan as of December 31 [1] - Aolian Electronics, established on June 21, 2001, specializes in the research, production, and sales of automotive electronic and electrical components, with main revenue sources being electronic throttle assemblies (37.46%), interior rearview mirror assemblies (33.09%), and gear shift controllers (29.17%) [1] Group 2 - Huatai-PB Quantitative Alpha A (005055) holds Aolian Electronics as its second-largest position, with 81,900 shares, accounting for 0.53% of the fund's net value, and has generated an estimated floating profit of approximately 18,000 yuan today [2] - The fund has a total size of 203 million yuan and has achieved a year-to-date return of 26.32%, ranking 3621 out of 8085 in its category [2] Group 3 - The fund manager, Sheng Hao, has a tenure of 10 years and 83 days, with a total asset size of 4.42 billion yuan, achieving a best return of 131.81% during his tenure [3] - Co-manager Kong Lingye has a tenure of 3 years and 150 days, managing assets of 2.58 billion yuan, with a best return of 80.26% during his tenure [3]

根据北交所公开发行并上市信息，芜湖莫森泰克汽车科技股份有限公司（莫森泰克）北交所IPO已获受 理。 公司主要从事汽车天窗、玻璃升降器等汽车开闭器件以及相关电子控制单元的研发、制造及销售。此 外，公司还从事粉末冶金零部件的研发、制造及销售。 公司主要财务指标 | 财务指标/时间 | 2024年 | 2023年 | 2022年 | | --- | --- | --- | --- | | 营业收入（万元） | 195564.15 | 157177.59 | 98169.20 | | 归属母公司股东的净利润（万元） | 26422.60 | 19309.62 | 11108.08 | | 扣除非经常损益后归属母公司所有者净利润（万元） | 25427.08 | 18389.23 | 10030.40 | | 基本每股收益（元） | 2.4900 | 1.9700 | 1.4300 | | 稀释每股收益（元） | 2.4900 | 1.9700 | 1.4300 | | 加权平均净资产收益率（%） | 29.93 | 29.48 | 27.60 | | 经营活动产生的现金流量净额（万元） | 30387.20 | 31 ...