每经AI快讯，中环海陆（SZ 301040，收盘价：30.1元）12月29日晚间发布公告称，公司第四届第十四 次董事会会议于2025年12月29日在公司会议室召开。会议审议了《关于制定部分治理制度的议案》等文 件。 每经头条（nbdtoutiao）——直击茅台经销商大会：2000多人周末齐聚！重大变革公布：涉及茅台酒价 格、分销等，董事长陈华：经销商不能再"躺着赚钱" （记者 张明双） 2024年1至12月份，中环海陆的营业收入构成为：风电占比79.13%，核电及其他占比12.63%，工程机械 占比6.94%，矿山机械占比1.3%。 截至发稿，中环海陆市值为30亿元。 ...

证券之星消息，12月29日风电设备板块较上一交易日上涨1.85%，金风科技领涨。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002202 | 金风科技 | 21.66 | 10.01% | 220.39万 | | 46.70亿 | | 300690 | 双一科技 | 33.44 | 6.60% | 18.72万 | | 6.20亿 | | 301232 | 飞沃科技 | 146.00 | 5.04% | 8.77万 | | 12.27亿 | | 603507 | 振江股份 | 25.77 | 4.76% | 12.15万 | | 3.10亿 | | 300129 | 泰胜风能 | 10.70 | 4.59% | 138.65万 | | 14.96 乙 | | 300772 | 运达股份 | 19.80 | 3.50% | 23.59万 | | 4.6 ...

据交易所数据显示，截至12月29日收盘，大盘主力资金净流出718.28亿元。主力资金流入前十大板块分别为： 银行（11.14亿元）、 石油行业（8.88亿 元）、 多元金融（8.77亿元）、化纤行业（6.51亿元）、 风电设备（6.08亿元）、 软件开发（4.99亿元）、工程咨询服务（3.80亿元）、 工程机械（2.19亿 元）、电子元件（1.95亿元）、水泥 建材（0.99亿元）。 | | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 银行 | 0.53 | 11.14亿元 | 兴业银行 | | 石油行业 | 2.14 | 8.88亿元 | 史史酒日 | | 多元金融 | 2.06 | 8.77亿元 | 翠微股份 | | 化纤行业 | 2.93 | 6.51亿元 | 吉林化纤 | | 风电设备 | 1.02 | 6.08亿元 | 金风科技 | | 软件开发 | -0.28 | 4.99亿元 | 拓维信息 | | 工程咨询服 | 1.1 1 | 3.80亿元 | 华建集团 | | --- | --- | --- | --- | | 务 | ...

格隆汇12月29日｜华鑫证券研报指出，金雷股份"铸+锻"双驱动，前三季度业绩高增长，盈利能力提 升。风电锻造轴一直以来都是公司核心业务，公司锻造轴产品涵盖1.5MW至9.5MW全系列机型，实现 锻造机型全功率覆盖，上半年实现收入5.89亿元，同比增长47.33%。公司风电铸造轴类产品把握海上风 电的发展机遇，加大在海上风电铸件产品的研发和生产投入，风电铸造业务实现了快速增长，已具备全 流程生产5MW至30MW风机主轴、轮毂、底座、连体轴承座等大型风机核心铸造部件的能力。随着产 能的快速释放，加上铸件业务价格回暖及市场需求的扩大，上半年实现销售收入2.8亿元，同比增长 276.06%。公司已与GE、西门子歌美飒、运达股份、远景能源、恩德安信能、维斯塔斯、东方电气、金 风科技、中国中车等全球高端风电整机制造商建立了良好的战略合作关系。给予"买入"投资评级。 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 在这岁末年初的交替阶段，A股市场迎来两个"惊喜"。 一是商业航天板块强者恒强的走势，成为市场人气最高的板块。 今天上午，多元金融、碳纤维、燃气、风电设备等板块表现活跃，这些看似"不相干"的板块，背后 却因为商业航天板块交易逻辑扩散，串联了起来。 二是上证指数的连阳走势。 今天 上午， 上证指数继续上涨，日线迎来"9连阳 " 。截至12月26 日，上证指数今年以来的最长连阳纪录是"8连阳 " ，共发生两次：一次发生在4月11日—22日， 另一次在8月4日—13日。 今天 下午，上证指数若保持涨势，将迎来日线"9连阳 " ，打破此前 的"8连阳 " 纪录。 今天上午，算力产业链、消费电子、有色金属等板块上涨，锂电产业链回调。截至午间收盘，上证 指数上涨0.31%，深证成指上涨0.03%，创业板指下跌0.32%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3975.92 | 13607.39 | 3233.53 | | +12.24 +0.31% | +3.50 +0.03% ...

今日（12月29日）早盘，A股整体小幅上扬，上证指数连续第9日走强，深证成指、科创50、北证50等也微 幅飘红，创业板指则微幅飘绿。下跌个股远多于上涨个股，成交保持平稳。 根据《中国商业航天产业研究报告》数据，2025年中国商业航天行业融资总额达到186亿元，同比增长 32%，融资共67笔。其中，卫星应用融资量最高，达到87亿元，火箭制造67.1亿元，卫星制造约30亿元。 中信证券表示，大运力、低成本趋势正引领商业航天开启新时代，同时空间算力也进一步打开行业天花 板，万亿级市场规模的新赛道即将扬帆起航，为相关产业链带来巨大的发展契机。 盘面上，航天设备、风电设备、石油化工、PEEK材料等板块涨幅居前，玻璃玻纤、一般零售、汽车服务、 酒店餐饮等板块跌幅居前。 航天产业再迎利好 航天装备概念股早间再度强势上攻，板块指数盘中一度大涨逾3%，再创历史新高。神剑股份（002361）连 续第8日涨停，海格通信则开盘仅约4分钟直线涨停，航天宏图、博敏电子、雷科防务等逾10股涨停或涨超 10%。 消息面，上周末，上交所发布《发行上市审核规则适用指引第9号——商业火箭企业适用科创板第五套上市 标准》，支持正处于大规模商业化关键 ...

2025年12月29日，创业板新能源ETF华夏（159368）跌幅收窄至0.47%。盘面上，迈为股份20CM涨 停，风电设备板块持续拉升，泰胜风能涨超8%，运达股份上涨6.22%，截至发文，创业板新能源ETF华 夏（159368）成交额达4061万元，居同类基金首位。 （责任编辑：董萍萍 ） 消息面上，12月26日，国家能源局发布数据显示，截至11月底，我国风电装机容量突破6亿千瓦， 同比增长22.4%；同时，近期多个大型风电项目密集开标，包括金风科技中标中广核500MW项目，敦煌 润建300MW项目要求2026年6月前完成设备交付，显示市场需求持续放量。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 展望后市，华福证券指出风电设备领域增长动能强劲。国内风电企业加速全球化布局，海外市场已 成核心增长引擎，叠加近期多地海上风电项目落地推进、帆石一项目年底即将并网，行业需求与项目落 地节奏双提速。 创业板新 ...

Market Overview - A-shares opened mixed with active sectors including non-ferrous metals, chemical fiber, shipbuilding, commercial retail, and gold concepts, while sectors like paper printing, pharmaceutical commerce, glass fiber, insurance, and semiconductors saw declines [1][10] - In the Hong Kong market, both the Hang Seng Index and the Hang Seng Tech Index rose, with notable gains in stocks such as Jiangxi Copper and Xpeng Motors [1][10] Non-Ferrous Metals - Jiangxi Copper shares surged over 10%, and the company plans to invest up to £764 million to fully acquire Solgold [8][17] Carbon Fiber Sector - The carbon fiber concept saw initial gains with companies like Guangwei Composite and Jilin Carbon Valley rising over 10%, and Jilin Chemical Fiber hitting the daily limit [2][11] - Toray Industries announced a price increase for its TORAYCA brand carbon fiber products by 10% to 20% starting January 2026, driven by rising demand in wind power and aerospace sectors [4][13] Sodium Battery Concept - The sodium battery sector was active with stocks like Chuan Yi Technology hitting the daily limit, following announcements from CATL about large-scale applications in various fields by 2026 [5][14] Brain-Computer Interface - The brain-computer interface sector showed strength with companies like Xiangyu Medical rising over 10%, supported by successful space trials of a wireless implanted brain-computer interface system [6][15] Wind Power Sector - The wind power sector experienced a rally with Goldwind Technology hitting the daily limit, alongside gains in other related companies [16] Robotics Sector - In the robotics sector, companies like UBTECH Robotics saw significant increases, following the establishment of a standardization committee for humanoid robots and embodied intelligence [9][18] New Energy Vehicles - The new energy vehicle sector in Hong Kong saw widespread gains, with Xpeng Motors and Li Auto rising significantly, supported by government initiatives promoting high-quality development in the automotive industry [9][18]

Market Overview - The Hong Kong stock market opened higher on December 29, with the Hang Seng Index rising by 0.43% to 25,928.89 points, the Hang Seng Tech Index increasing by 0.88% to 5,547.79 points, and the China Enterprises Index up by 0.59% to 8,967.79 points [1] - Major technology stocks mostly advanced, with Alibaba up 0.75%, Tencent Holdings up 0.5%, and JD Group up 0.53%. However, Xiaomi Group fell by 1.38% [1] - Automotive stocks showed strong performance, with Xpeng Motors rising over 5% and Li Auto increasing over 4% [1] - Wind power stocks generally rose, with Goldwind Technology increasing over 12% [1] - Semiconductor stocks were strong, with Shanghai Fudan rising by 12.9% [1] Company News - Bank of China completed the issuance of 50 billion yuan in subordinated capital bonds to supplement its Tier 2 capital [2] - Huadian International Power's Longkou Phase IV project has successfully commissioned two 660,000 kW ultra-supercritical units, enhancing the stability of the Shandong power grid and local heating and industrial steam supply [3] - Green Leaf Pharmaceutical granted Enhua exclusive commercialization rights for three long-acting injectable antipsychotic products in mainland China [4] - Hengrui Medicine's SHR-A1904 injection has been included in the list of breakthrough therapeutic varieties by the drug review center [5] - Youzhiyou Biotech's Y225 (Aimeisai monoclonal antibody injection) has received IND approval from NMPA [6] - MicroPort Robotics has achieved over 100 global commercial installations of its Tumi laparoscopic surgical robot [7] - Energy International Investment plans to issue a total of 1.035 billion subscription shares at a discount of approximately 18.33%, raising about 254 million HKD [9] - Tencent Holdings repurchased 1.056 million shares for approximately 636 million HKD at prices between 598 and 604 HKD [10] - Xiaomi Group repurchased 3.8 million shares for approximately 149 million HKD at prices between 39.08 and 39.26 HKD [11] - COSCO Shipping Holdings repurchased 1.96 million shares for approximately 27.225 million HKD at prices between 13.82 and 13.95 HKD [12] - Kuaishou Technology repurchased 464,000 shares for approximately 29.9896 million HKD at prices between 64.05 and 64.9 HKD [13] Institutional Insights - CITIC Securities noted that Hong Kong insurance stocks have performed in line with the market this year, but their fundamentals are significantly better than the overall market, indicating potential for valuation recovery [14] - Zhongyin International highlighted that the core logic driving silver prices has shifted from financial attributes to strong industrial demand driven by green energy transition and AI revolution, suggesting a solid long-term upward basis for silver [15] - Wanlian Securities observed that China's consumption is entering a new phase characterized by a pursuit of cost-effectiveness in mass-market products while consumers are willing to pay a premium for innovative products and services [15] -招商证券 reported that sodium-ion battery costs have rapidly decreased, with expanding applications in various markets, indicating a potential shift towards large-scale adoption [16]

Investment Rating - The report maintains an "Overweight" rating for the electric power equipment and new energy industry [2] Core Insights - The demand for grid equipment is expected to increase due to domestic and international resonance, driven by significant investments in smart grids, west-to-east power transmission, and urban-rural grid upgrades [2][4] - The cumulative investment in national grid projects reached 560.4 billion yuan from January to November 2025, reflecting a year-on-year increase of 5.9% [4][38] - The export value of domestic transformers reached 8.08 billion USD from January to November 2025, marking a year-on-year growth of 35.19% [4][59] Summary by Sections Market Review - As of December 25, 2025, the electric power equipment industry rose by 2.10% over the past two weeks, outperforming the CSI 300 index by 0.11 percentage points [11] - The wind power equipment sector increased by 4.37%, while the photovoltaic equipment sector rose by 1.59% [11][19] Valuation and Industry Data - The PE (TTM) ratio for the electric power equipment sector is 33.43 times, with sub-sectors like motors at 59.57 times and photovoltaic equipment at 30.07 times [4][24] - The report highlights that the demand for high-efficiency, energy-saving, and environmentally friendly transformers will dominate the future market [4][46] Industry News - The rapid development of artificial intelligence in the U.S. is driving the construction of large-scale data centers, which require high-performance transformers for stable and efficient power supply [4][56] - The report suggests focusing on leading new energy companies with technological and scale advantages [4][60]