证券之星消息，12月26日通用设备板块较上一交易日上涨0.22%，泰尔股份领涨。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。通用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) | | | --- | --- | --- | --- | --- | --- | --- | | 002347 | 泰尔股份 | 9.30 | 10.06% | 94.76万 | | 8.68亿 | | 002931 | 锋龙股份 | 23.82 | 10.02% | 1356.16 | | 323.04万 | | 000777 | 中核科技 | 25.81 | 10.02% | 80.01万 | | 20.19亿 | | 002903 | 宇环数控 | 24.61 | 10.01% | 7.91万 | | 1.92亿 | | 600783 | 鲁信创投 | 21.10 | 10.01% | 29.20万 | | 6.15亿 | | 603278 | 大业股份 | 12.80 | 9.97% | 44.19万 | | 5.6 ...

Market Overview - The Shanghai Composite Index rose by 0.47%, while the Shenzhen Component and ChiNext Index increased by 0.33% and 0.3% respectively on December 25[2] - The net inflow of funds into the Shanghai Stock Exchange was 22.199 billion yuan, and 7.794 billion yuan into the Shenzhen Stock Exchange on the same day[3] Sector Performance - Key sectors showing gains included automotive parts, general equipment, and aerospace, while precious metals and energy metals faced declines[1] - The technology sector remains a focal point for investment, with significant interest in commercial aerospace and humanoid robotics[1] Economic Indicators - The core sales revenue of China's digital economy grew by 10% year-on-year in the first 11 months of the year, outpacing the overall growth rate of enterprises[5] - Notable growth in sales revenue was observed in smart device manufacturing (28.2%) and electronic components (10.9%) during the same period[5] Policy Developments - The National Development and Reform Commission emphasized the need for infrastructure modernization and the promotion of private sector participation in construction and operation[4] - New regulations for medical device export sales certificates are set to take effect on May 1, 2026, aimed at facilitating exports and enhancing service efficiency[9][10] ETF Market Dynamics - China's ETF market reached a new high of 5.97 trillion yuan, with a net inflow of 92.8 billion yuan on the previous trading day, approaching the 6 trillion yuan milestone[12] - The cross-border ETF market has seen a significant increase of 118% year-to-date, reaching a total scale of 924.121 billion yuan[14]

东莞证券认为，周四，A股三大指数小幅上涨。从技术分析角度看，沪指站稳五日均线，技术面短期多 头占优，五日均线与年线突破形成双支撑，后续若突破压力位则可挑战4000点位。当日离岸人民币兑美 元汇率升破7.0重要关口，这是自2024年9月以来的首次突破。人民币适度升值对中国股市总体形成积极 利好。这一走势有助于提升人民币资产的整体吸引力，进一步提振市场投资需求。对于关注汇兑收益的 境外机构投资者而言，他们既能赚取资产增值收益，又能获得汇率升值带来的红利，从而实现双重收 益。这种效应有望推动中国股市获得持续增量资金流入，增强市场活力与稳定性，为资本市场长期发展 提供支持。 中原证券认为，周四，上证指数早盘低开高走，午后震荡上扬；深证成指、创业板指早盘探底回升，午 后震荡上扬，尾盘有所回落。盘中航天航空、机器人、通用设备以及风电设备等行业表现较好；贵金 属、能源金属、商业百货以及汽车整车等行业表现较弱。年末在资金面扰动、政策预期消化与海外流动 性反复等因素交织下，预计上证指数围绕4000点附近蓄势整固的可能性较大，建议密切关注宏观经济数 据、海外流动性变化以及政策动向。 财信证券认为，周四，海外市场迎来"圣诞假期"， ...

隔夜美股喜气洋洋，12月25日，A股也量价温和齐升，沪指七连阳，日成交额增至1.94万亿元，3773只个股收涨，航天板块表现亮眼。 盘面上，商业航天、北斗导航、航空航天设备、通用设备、机器人、天基互联、机器人执行器大涨。黄金概念、锂矿概念、PCB、免税概念、银行、电子 元件、海南自贸、零售均收跌。 | 东财概念指数 | | | | | 东财行业指数 | | | | A股市场核心指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 锂矿概念 | 商业航天 | 黄金概念 | | | | | | 东方财富全A 0.54% | | 沪深300 0.18% | | | -0.91% | 3.36% | -0.98% | | | 银行 | | | | | | | | | | | | | -0.30% | | | | | | | | 动力电池回收 | 路咀嚼泉 爆助才汗 | | Chiple | | | | | 上证180 0.23% | 深证综指 0.63% | 深证A指 0.63% | | | -0.73 ...

证券日报网讯 12月25日，华伍股份在互动平台回答投资者提问时表示，公司目前未开展磁粉制动器相 关的技术研发，亦无相关产品。公司现有的产品与技术主要服务于港口、冶金等起重运输机械，风电、 水电等清洁能源装备，以及工程机械、轨道交通、船舶海工等领域。关于磁粉制动器的具体应用，建议 咨询相关专业厂商。 （文章来源：证券日报） ...

Group 1 - The core event involves a strategic acquisition where UBTECH Robotics, known as the "first humanoid robot stock," plans to invest 1.6 billion yuan to take control of Fenglong Co., which led to a 10.01% increase in Fenglong's stock price [1][3] - UBTECH announced the acquisition of 93,957,518 shares of Fenglong, representing 43% of the total shares, at a price of 17.72 yuan per share, totaling approximately 1.665 billion yuan [3] - Following the acquisition, UBTECH will hold 29.99% of Fenglong's shares and corresponding voting rights, changing the controlling shareholder from Chengfeng Investment to UBTECH [3] Group 2 - UBTECH focuses on the research, design, manufacturing, and commercialization of intelligent humanoid robots, while Fenglong specializes in high-tech equipment, particularly in lawn mowers and engine systems, indicating a complementary business synergy [3][5] - UBTECH has secured nearly 1.4 billion yuan in orders for humanoid robots this year and plans to ramp up production of its Walker S2 model, with expectations to deliver over 500 units in 2025 and increase capacity to 10,000 units by 2026 [5] - The acquisition is seen as a strategic move for UBTECH to enhance its industry chain layout and strengthen its core competitiveness by leveraging Fenglong's manufacturing and supply chain capabilities [5]

Market Performance - The general equipment sector increased by 2.1% on December 25, with Haoshi Electromechanical leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Gainers in General Equipment Sector - Wu Zhi Electromechanical (300503) closed at 43.42, up 20.01% with a trading volume of 524,500 shares and a transaction value of 2.128 billion [1] - Green Island Wind (301043) closed at 63.00, up 20.00% with a trading volume of 51,900 shares and a transaction value of 304 million [1] - Lixing Co., Ltd. (300421) closed at 30.99, up 12.40% with a trading volume of 607,900 shares and a transaction value of 1.798 billion [1] Other Notable Performers - Tai'er Co., Ltd. (002347) closed at 8.45, up 10.03% with a trading volume of 646,500 shares and a transaction value of 535 million [1] - Longyin Co., Ltd. (600592) closed at 26.79, up 10.02% with a trading volume of 392,600 shares and a transaction value of 1.027 billion [1] - Daye Co., Ltd. (603278) closed at 11.64, up 10.02% with a trading volume of 645,000 shares and a transaction value of 721 million [1] Market Capital Flow - The general equipment sector saw a net inflow of 1.182 billion from main funds, while retail funds experienced a net outflow of 591 million [2] - The main funds' net inflow and retail funds' net outflow indicate a shift in investor sentiment within the sector [2] Individual Stock Fund Flow - Zhongke Technology (000777) had a main fund net inflow of 329 million, with a retail net outflow of 165 million [3] - Longxi Co., Ltd. (600592) experienced a main fund net inflow of 305 million, while retail funds saw a net outflow of 179 million [3] - Wu Zhi Electromechanical (300503) had a main fund net inflow of 232 million, but retail funds experienced a significant net outflow of 179 million [3]

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 航天机器人领涨 A 股震荡上行 ——市场分析 相关报告 地址： 上海浦东新区世纪大道 1788 号 T1 座 22 楼 《市场分析：成长行业领涨 A 股震荡上行》 2025-12-24 《市场分析：电池贵金属领涨 A 股小幅上行》 2025-12-23 《市场分析：成长行业领涨 A 股震荡上行》 2025-12-22 联系人： 李智 电话： 0371-65585629 地址： 郑州郑东新区商务外环路10号18楼 证券研究报告-市场分析 发布日期：2025 年 12 月 25 日 投资要点： ◼ A 股市场综述 周四（12 月 25 日）A 股市场低开高走、小幅震荡上行，早盘股指低 后震荡上行，盘中沪指在 3955 点附近遭遇阻力，随后股指维持震 荡，尾盘再度上扬，盘中航天航空、机器人、通用设备以及风电设 备等行业表现较好；贵金属、能源金属、商业百货以及汽车整车等 行业表现较弱，沪指全天基本呈现小幅震荡上行的运行特征。创业 板市场周四震荡上扬，创业板成分指数全天表现弱于主板市场。 ◼ 后市研判 ...

Core Insights - The main market experienced a net outflow of 23.56 billion yuan as of December 25 [1] Group 1: Sector Performance - The top sectors with net inflows were Aerospace (2.87 billion yuan), Auto Parts (2.79 billion yuan), General Equipment (2.36 billion yuan), Motors (1.03 billion yuan), and the Liquor industry (0.91 billion yuan) [1] - Aerospace sector saw a price increase of 3.93% with a net inflow of 2.87 billion yuan, led by Aerospace Electronics [2] - Auto Parts sector increased by 2.05% with a net inflow of 2.79 billion yuan, driven by Feilong Co [2] - General Equipment sector rose by 2.18% with a net inflow of 2.36 billion yuan, primarily from China Nuclear Technology [2] - Motors sector experienced a 3.25% increase with a net inflow of 1.03 billion yuan, led by Fangzheng Motors [2] - The Liquor industry had a 1.14% increase with a net inflow of 0.91 billion yuan, mainly from Kweichow Moutai [2] - Wind Power Equipment sector increased by 1.31% with a net inflow of 0.73 billion yuan, led by Goldwind Technology [2] Group 2: Additional Sectors - The Photovoltaic Equipment sector rose by 1.17% with a net inflow of 0.597 billion yuan, driven by Sungrow Power Supply [3] - Packaging Materials sector increased by 2.23% with a net inflow of 0.569 billion yuan, led by Shunhao Co [3] - Optical and Optoelectronic sector saw a 0.78% increase with a net inflow of 0.344 billion yuan, primarily from Qian Zhao Optoelectronics [3] - Trade sector increased by 1.45% with a net inflow of 0.324 billion yuan, led by Cross-Border Communication [3]

Core Viewpoint - The main focus of the article is on the significant net inflow of capital into the aerospace electronics sector, while other sectors such as electronics and non-ferrous metals experienced notable outflows [1] Group 1: Capital Flow Analysis - Major capital inflow was observed in the machinery, general equipment, and transportation equipment sectors [1] - Aerospace Electronics saw a net capital inflow of 1.428 billion yuan, leading the market [1] - Industrial Fulian, Goldwind Technology, and Sanhua Intelligent Control also experienced significant net inflows [1] Group 2: Sector Performance - The electronics sector faced a net outflow exceeding 4.6 billion yuan [1] - Shenghong Technology was the most affected, with a net sell-off exceeding 1 billion yuan [1] - Hainan Development, Tianfu Communication, and Xinyismeng also recorded substantial net outflows [1]