Core Conclusions - The first AI Innovation Conference successfully held, leading to a scale-up phase in the commercial aerospace industry as major companies go public [1] - The national AI computing open ecosystem is accelerating, with a decoupled architecture promoting efficient collaboration across the industry chain [1] - Recommended companies for AI computing data centers include Dongfang Electric, Siyuan Electric, Sifang Co., and Igor [1] - The commercial aerospace sector is seeing a surge in interest as five leading companies aim for the Sci-Tech Innovation Board, with a focus on reusable rocket technology [1] Industry Dynamics - Indonesia plans to significantly reduce its nickel ore production target for 2026 to stabilize nickel prices, setting the target at approximately 250 million tons, down from 379 million tons in 2025 [2] - The lithium mine in Jiangxiawo has entered its first environmental assessment public stage [2] - Recommended companies in the nickel-cobalt sector include Greeenmei, with attention on Huayou Cobalt and Fangyuan Co. [2] - The energy work conference outlined key tasks for the 14th Five-Year Plan, emphasizing the importance of controlled nuclear fusion commercialization [2] Energy Sector Developments - The largest battery factory in the UK, a 15.8GWh facility by Envision AESC, has commenced operations, indicating a growing energy storage market [3] - The first humanoid robot production line for battery packs has been launched by CATL, marking a breakthrough in embodied intelligence [3] - The 600MW offshore wind power project by Datang has officially started construction, continuing the momentum in offshore wind project development [3] Price Trends - Silver prices have driven an increase in battery cell prices, with Topcon 183N cell prices stabilizing at 0.28-0.285 CNY/W, corresponding to an FOB China price increase to 0.038-0.041 USD/W [4] - The price of lithium carbonate has risen to 97,700 CNY/ton, up 3,150 CNY/ton week-on-week [21] - The price of cobalt has also increased, with average prices for electrolytic cobalt at 413,500 CNY/ton, up 3,000 CNY/ton week-on-week [24] Market Recommendations - In the energy storage sector, recommended companies include Sungrow Power Supply, Yiwei Lithium Energy, and CATL, with attention on Tongrun Equipment and Canadian Solar [3] - In the commercial aerospace sector, recommended companies include Maiwei Co., with attention on Hualing Cable and Dongfang Risen [1] - In the solid-state battery sector, recommended companies include Dangsheng Technology and Sanxiang New Materials, with attention on Taihe Technology and Honggong Technology [2]

但交银国际也提示，四季度销量冲刺后车市将进入消费淡季，叠加购置税减免政策调整，建议投资者保 持审慎。 交银国际此前发布研报认为，今年来，新能源乘用车延续增势，2025年1-9 月新能源车渗透率达52%。 【环球网财经综合报道】12月19日下午，乘联分会发布最新报告：初步预计12月狭义乘用车零售市场规 模约为230万辆，环比增长3.4%，同比下降12.7% 。其中新能源零售量预计为138万左右，渗透率预计可 达60%。 交银国际还提到，2026年新能源购置税减免政策调整（从全免到减半）有望刺激消费者在年底前集中购 车，叠加"金九银十"旺季和年末车企冲量，并表示看好四季度车市销售表现。 ...

冬至前夕，天气阴冷，进入淡季的北京旧机动车交易市场（花乡二手车市场）依然作为行业"晴雨表"而备受业界关注。 记者在花乡二手车市场注意到，不论是BBA，亦或是特斯拉、蔚小理、鸿蒙智行为代表的新能源车品牌车型，均被置于各大二手车商门口等 醒目位置。相比之下，角落里的小米SU7 Ultra却似乎并非主销车型。与此同时，市场内的小米SU7车源也凤毛麟角，小米YU7更是无处可寻。 "现在（小米SU7二手车）的情况是收一台卖一台，很多人都提前预约了车源，所以不用刻意宣传，很好卖。"一位主营劳斯莱斯、宾利、BBA 等豪华品牌的车商负责人否认了小米汽车"不受欢迎"的看法。该负责人告诉记者，当初车主购买这台小米SU7 Ultra时加装了很多配置。"半年 多前（5月）才上牌，跑了不到三千公里，现在40万就出，价格还可以谈。" 尽管较52.99万元的新车指导价跌去13万元，但据其透露，若以40万元价格售出，仍可获利1万元左右。 "从上个月开始就算淡季了，不过今年底看车买车的人明显比去年要多。"另一位二手车商称，即便如此，尽快回笼资金仍是经营者的第一要 务。 中国汽车流通协会建议，二手车经销商建立动态调整机制，针对保值率波动较为明显 ...

【#氪星播报#｜12月19日早间都有哪些#今日大事件#？】 [星星]Top3大新闻 [星星]科技财经互联网热点 [星星]还有哪些其他要闻 1、#周大福涨价#，周大福前三季度营收389.86亿 2、#飞天茅台价格暴跌黄牛损失惨重#：半个月亏损超30万元 3、套餐价格升易降难，#手机老用户为啥被固定在高价套餐#？ 故障范围还在进一步扩大 罗永浩隐藏嘲讽网友用红米 K80 博文, 2 不少网友认为此言论不妥 小米华为理想先后报警 12 人团伙被抓, 3 恶意炒作新能源车负面信息 其他要闻 上海阿姨独吞 6 兄弟姐妹同属拆迁款, 1 用各种理由拒绝支付 中方代表要求日本立即停止挑衅越线, 2 日本必须深刻反省历史罪责 中戏院长郝戎被查, 涉嫌严重违纪违法 3 让 / 一 / 部 / 分 / 人 / 先 / 看 / 到 / 未 / 36kr 1、#AirPodsPro3静电噪音未彻底修复#，故障范围还在进一步扩大 2、#罗永浩隐藏嘲讽网友用红米K80博文#，不少网友认为此言论不妥 3、#小米华为理想先后报警12人团伙被抓#，恶意炒作新能源车负面信息 4、#三星三折叠国行版开售#，售价19999元起 5、#品牌首饰铂金报 ...

来源：第一财经 (本文来自第一财经) 恒指高开0.53%，恒生科技指数涨0.81%。科网股普涨，网易、阿里健康、快手涨幅靠前；新能源车概 念股活跃，小鹏汽车、零跑汽车走强。 ...

Market Overview - The A-share market opened higher on December 19, with all three major indices rising [1] - In the market, computing hardware rebounded, with CPO and storage indices leading the gains; sectors like coal, precious metals, and shipping weakened [2] Sector Performance - The smart driving concept was notably active, with Zhejiang Shibao (002703) achieving a four-day consecutive limit-up, supported by over 220,000 buy orders [3] - The Ministry of Industry and Information Technology announced the first batch of L3-level conditional autonomous driving vehicle approvals, marking a significant step towards commercial application [4] - Zhejiang Shibao confirmed its long-term partnerships with various traditional and new car manufacturers, indicating that its products are suitable for L3 and above autonomous driving [5] Emerging Concepts - The commercial aerospace sector showed strength, with Huati Technology achieving a two-day consecutive limit-up, alongside other companies like Xinke Mobile and Guanglian Aviation [6] - The electrolytic manganese concept experienced fluctuations, with Red Star Development hitting the limit-up, driven by rising prices that reached a three-year high [9] - The controllable nuclear fusion concept saw gains, with companies like Wangzi New Materials and Changfu Co., Ltd. achieving significant increases [10] - The innovative drug sector rebounded, with Yifang Bio rising nearly 10%, alongside other pharmaceutical companies [11]

Group 1 - Ant Group's AI health application "Ant Aifu" saw a significant increase in downloads, reaching the third position on the Apple App Store on December 16, with over 15 million monthly active users and more than 5 million health inquiries answered daily [1] - Dongwu Securities believes that the competition among major companies in model and entry points is far from over, suggesting that vertical agents focused on specific industries or scenarios are more likely to establish business models and industry barriers compared to general agents [1] - Huachuang Securities highlights the positive outlook for low-position asset recovery following the central economic work conference and the Hong Kong Monetary Authority's interest rate cut, alongside advancements in AI technology, such as OpenAI's release of GPT-5.2 and its strategic partnership with Disney [1] Group 2 - The Hong Kong Stock Connect Technology Index has outperformed the Hang Seng Technology Index in sectors like new energy vehicles and innovative pharmaceuticals, with a cumulative return of 256.46% from the end of 2014 to October 2025, significantly exceeding the Hang Seng Technology Index's return of 96.94% [2] - The Hong Kong Stock Connect Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), reflecting the diversified characteristics of the technology industry and the overall performance of core technology companies in the Hong Kong market [1][2]

新股优迅股份上市首日涨超360%。 2025.12.19 本文字数：555，阅读时长大约1分钟 作者 |一财阿驴 09:30可控核聚变大幅高开，王子新材涨停，常辅股份高开超10%，爱科赛博、哈焊华通、雪人集团等 涨幅靠前。消息面上，特朗普媒体科技集团大涨超40%。据报道，特朗普媒体科技集团同意以全股票交 易方式与核聚变能源企业TAE科技公司合并，交易总价值超60亿美元。 09:25 A股开盘丨三大指数集体高开 沪指高开0.05%，深成指高开0.48%，创业板指高开0.89%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | wh | 3878.23 | 1.86 | 0.05% | | 15841-2010 11 399001 | 深证成指 | w | 13116.19 | 62.21 | 0.48% | | 399006 | 创业板指 | M | 3134.80 | 27.74 | 0.89% | 盘面上，算力硬件方向反弹，CPO、存储器指数领涨；核聚变、6G、消费电子概念股活 ...

Core Viewpoint - The article highlights significant market movements, particularly in the context of the stock market opening and specific company performances, indicating a positive trend in certain sectors like nuclear fusion and technology [3][4]. Market Opening - The A-share market opened with all three major indices rising: Shanghai Composite Index up 0.05%, Shenzhen Component Index up 0.48%, and ChiNext Index up 0.89% [4][5]. - The opening prices for the indices were reported as follows: Shanghai Composite Index at 3878.23, Shenzhen Component Index at 13116.19, and ChiNext Index at 3134.80 [5]. Sector Performance - The computing hardware sector showed a rebound, with CPO and storage indices leading the gains. In contrast, coal, precious metals, and shipping industries experienced declines [6]. - Notable stock movements included a significant rise in companies related to nuclear fusion, 6G technology, and consumer electronics [6]. Noteworthy Stock Movements - New stock Youxin Co. debuted with an impressive increase of over 360% on its first trading day [7]. - Trump Media Technology Group saw a surge of over 40% following news of a merger with TAE Technologies, valued at over $6 billion [3]. Hong Kong Market Opening - The Hong Kong market also opened positively, with the Hang Seng Index up 0.53% and the Hang Seng Tech Index up 0.81%. Key tech stocks like NetEase, Alibaba Health, and Kuaishou showed strong performance [8][9].

Group 1 - The EU has become increasingly reliant on China for rare earth materials, with a dependency rate of 98%, which directly impacts key industries such as renewable energy, military, and aerospace [4] - In September 2025, China exported 2,582 tons of rare earth magnets to the EU, marking a 21% month-on-month increase and reaching a recent high [1] - The EU is planning to impose a 50% tariff on Chinese steel and has initiated 20 anti-dumping investigations, indicating a shift towards protectionist measures against Chinese imports [1] Group 2 - The EU's recent sanctions against 12 Chinese companies, accused of helping Russia evade sanctions, have raised concerns among European businesses about the potential disruption of supply chains [1][9] - China's recent export controls on rare earth materials include a compliance review system, which could impact global supply chains and create a "valve" controlled by China [7] - The EU's Critical Raw Materials Act aims to reduce reliance on single third-country suppliers to below 65% by 2030, but challenges remain due to slow progress in domestic rare earth projects [6] Group 3 - European companies are facing production disruptions due to China's tightened rare earth export controls, with some firms experiencing a 40% drop in imports and a 15% increase in production costs [9] - The political tensions between the EU and China are creating a complex environment for businesses, as companies like those in Bavaria are successfully navigating through established "green channels" for importing rare earth materials [10] - The EU's internal contradictions regarding its approach to China are evident, as it seeks to balance geopolitical alignment with the U.S. while also recognizing the necessity of maintaining stable supply chains from China [6]