第2笔成交价格为49.00元，成交20.00万股，成交金额980.00万元，溢价率为-13.57%，买方营业部为中 国银河证券股份有限公司厦门湖滨东路证券营业部，卖方营业部为浙商证券股份有限公司杭州江南大道 证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为6765.5万元。该股近5个交易日累 计上涨12.04%，主力资金合计净流入3759.43万元。 12月30日，雷迪克收涨5.23%，收盘价为56.69元，发生2笔大宗交易，合计成交量153万股，成交金额 6765.5万元。 第1笔成交价格为43.50元，成交133.00万股，成交金额5,785.50万元，溢价率为-23.27%，买方营业部为 东吴证券股份有限公司浙江分公司，卖方营业部为浙商证券股份有限公司杭州江南大道证券营业部。 责任编辑：小浪快报 ...

泉峰汽车公告，拟以债转股方式向全资子公司泉峰汽车精密技术（安徽）有限公司增资4亿元，泉峰安 徽注册资本将由7.4亿元增加至11.4亿元。本次增资旨在满足泉峰安徽生产经营需要，增强其资本实力， 降低负债率，推进业务发展。增资事项无需提交股东会审议，不构成关联交易及重大资产重组。增资前 后泉峰汽车仍持有泉峰安徽100%股权。 ...

智通财经APP讯， 云意电气(300304.SZ)发布公告，为进一步完善公司海外业务布局，公司拟使用自有 或自筹资金6,600万美元，在摩洛哥投资设立全资子公司(以下简称"全资子公司")并建设生产基地，该全 资子公司将作为公司境外重要生产基地，充分依托当地资源与产业协同优势，深化跨国合作，持续提升 公司综合竞争实力和可持续发展能力，推动公司中长期战略目标落地。 本次拟在摩洛哥投资设立全资子公司并建设生产基地，旨在依托核心技术沉淀与配套服务优势，顺应汽 车产业全球化发展浪潮，把握汽车主机厂及产业链零部件企业出海发展机遇，进一步开拓海外客户资 源，加速业务全球化拓展进程，增强公司在国际市场的可持续竞争实力，推动公司中长期战略目标落 地。 ...

Market Overview - The automotive parts sector increased by 2.49% on December 30, with Tianming Technology leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] Top Performers - Tianming Technology (code: 920270) closed at 19.76, up by 30.00% with a trading volume of 93,500 shares and a transaction value of 172 million yuan [1] - Hengbo Co., Ltd. (code: 301225) saw a rise of 11.95%, closing at 155.71 with a trading volume of 46,100 shares [1] - Shanzi Gaoke (code: 000981) increased by 10.11%, closing at 4.03 with a significant trading volume of 11,514,400 shares [1] Other Notable Stocks - Wanxiang Qianchao (code: 000559) rose by 10.03%, closing at 15.69 with a transaction value of 3.446 billion yuan [1] - Jintuo Co., Ltd. (code: 603211) and Zhejiang Rongtai (code: 603119) both increased by 10.02% and 10.00% respectively, with closing prices of 23.61 and 117.81 [1] Market Capital Flow - The automotive parts sector experienced a net inflow of 4.325 billion yuan from institutional investors, while retail investors saw a net outflow of 2.855 billion yuan [2] - The sector's main funds showed a significant net inflow, indicating strong institutional interest despite retail outflows [2] Individual Stock Fund Flow - Shanzi Gaoke had a net inflow of 1.538 billion yuan from main funds, while retail investors showed a net outflow of 917 million yuan [3] - Wanxiang Qianchao experienced a net inflow of 554 million yuan from main funds, with retail investors also showing a net outflow of 315 million yuan [3] - Zhejiang Rongtai had a net inflow of 242 million yuan from main funds, while retail investors faced a net outflow of 117 million yuan [3]

Core Viewpoint - The value of Junsheng Electronics (600699), a global leader in automotive electronics and safety, is significantly underestimated despite its ability to provide system-level solutions and hold bulk orders from top clients both domestically and internationally. The company is quietly completing key positioning with a dual-track strategy of "Automotive + Robotics Tier 1" [1] Group 1: Business Breakthroughs - In 2025, Junsheng Electronics' robotics business achieved a critical leap from strategic layout to commercial realization, forming a complete product matrix covering "brain" (AI domain controller), "cerebellum" (joint control), and "limbs" (structural assembly) with considerable value per unit [2] - The company has begun bulk deliveries of various key structural components for a leading international robotics company, upgrading from component supplier to high-value assembly segments, capturing over half of the market share with another major North American client [2] - Junsheng Electronics has established strategic partnerships with leading domestic companies like Zhiyuan Robotics, preparing for mass production orders from projects such as Xiaopeng Robotics, entering a phase of continuous monthly shipments [2] Group 2: Unique Value in the Industry - Unlike most companies in the robotics supply chain that focus on single components like screws and motors, Junsheng Electronics possesses unique advantages in system integration and the ability to leverage automotive industry experience [3] - The high technical migration barriers stem from the interactive capabilities of its AI head assembly, derived from smart cockpit technology, and the engineering experience from large-scale automotive manufacturing, which new startups find difficult to replicate in the short term [3] - The company has solidified its position with both overseas and domestic leading clients (Zhiyuan, Xiaopeng) and formed ecological partnerships with firms like NVIDIA and Heishima (000716), ensuring technological leadership [3] Group 3: Value Recognition and Valuation Discrepancy - The market continues to perceive Junsheng Electronics as a traditional automotive parts company, leading to significant undervaluation compared to comparable companies like Top Group (601689) and Sanhua Intelligent Control (002050) that are also involved in robotics [4] - This "cognitive gap" is being challenged by the reality that Junsheng's robotics business is no longer just a concept but has clear orders and is entering the shipment phase, representing a second growth curve [4] - The stable cash flow from its automotive main business and real industrial scenario data provide a unique safety net and evolutionary advantage, highlighting a stark divergence between current stock prices and the systematic progress and certainty of orders achieved in the robotics field [4]

（记者 曾健辉） 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 每经AI快讯，飞龙股份12月30日晚间发布公告称，公司第八届第十九次董事会会议于2025年12月30日 在办公楼会议室以现场结合通讯方式召开。会议审议了《关于修订公司 <董事 中高层薪酬管理制度 ="中高层薪酬管理制度"> 的议案》等文件。 ...

Core Viewpoint - The company plans to invest $66 million to establish a wholly-owned subsidiary and production base in Morocco to enhance its overseas business layout and strengthen its competitive position in the international market [1] Group 1: Investment and Strategic Goals - The investment aims to leverage local resources and industrial synergies to deepen multinational cooperation and improve the company's overall competitiveness and sustainable development capabilities [1] - The establishment of the subsidiary is aligned with the global development trend of the automotive industry, allowing the company to seize opportunities from automotive manufacturers and component suppliers expanding overseas [1] - This initiative is expected to accelerate the company's global business expansion and enhance its sustainable competitive strength in international markets [1]

截至12月30日收盘，汽车热管理概念上涨1.43%，位居概念板块涨幅第5，板块内，44股上涨，三花智 控、ST八菱等涨停，恒勃股份、硕贝德、三协电机等涨幅居前，分别上涨11.95%、10.71%、9.13%。跌 幅居前的有超捷股份、银邦股份、朗进科技等，分别下跌7.97%、6.66%、2.38%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 2.86 | 海南自贸区 | -4.06 | | 人形机器人 | 1.94 | 免税店 | -2.74 | | PEEK材料 | 1.82 | 自由贸易港 | -2.04 | | 同花顺果指数 | 1.64 | BC电池 | -1.84 | | 汽车热管理 | 1.43 | 钙钛矿电池 | -1.63 | | 特斯拉概念 | 1.40 | 信托概念 | -1.57 | | 中国AI 50 | 1.37 | HJT电池 | -1.47 | | 快手概念 | 1.22 | 房屋检测 | -1.35 | | 工业母机 | 1.21 | 建筑节能 | -1.31 ...

格隆汇12月30日丨德迈仕(301007.SZ)公布，公司的实际回购区间为2025年12月2日至2025年12月29日。 在上述期间内，公司通过股份回购专用账户以集中竞价交易方式累计回购公司股份数量为1,333,100股， 占公司总股本的0.87%，最高成交价为38.30元/股，最低成交价为36.85元/股，已使用资金总额为 50,096,450元（不含交易费用）。本次回购股份实际回购资金总额已超过本次回购方案中的回购资金总 额下限，且未超过回购方案中的回购资金总额上限，本次回购股份方案实施完毕。 ...

德迈仕公告，公司本次回购股份方案已实施完毕。实际回购区间为2025年12月2日至2025年12月29日， 在此期间内，通过股份回购专用账户以集中竞价交易方式累计回购公司股份数量为133.31万股，占公司 总股本的0.87%，最高成交价为38.3元/股，最低成交价为36.85元/股，已使用资金总额为5009.65万元 （不含交易费用）。 ...