融资余额增幅前20只个股中，从市场表现来看，平均上涨3.99%，涨幅居前的有陕西华达、鼎泰高科、 雷科防务，涨幅分别为20.00%、14.80%、10.01%。跌幅居前的有百胜智能、中孚实业、三维装备，跌 幅分别为6.84%、5.32%、3.77%。 融资余额增幅前20只个股 12月9日沪指下跌0.37%，市场两融余额为25105.72亿元，较前一交易日增加100.58亿元。 证券时报·数据宝统计显示，截至12月9日，沪市两融余额12704.08亿元，较前一交易日增加39.81亿元； 深市两融余额12326.28亿元，较前一交易日增加61.02亿元；北交所两融余额75.36亿元，较前一交易日 减少0.26亿元；深沪北两融余额合计25105.72亿元，较前一交易日增加100.58亿元。 分行业看，申万所属行业中，融资余额增加的行业有23个，增加金额最多的行业是电子，融资余额增加 54.87亿元；其次是食品饮料、电力设备行业，融资余额分别增加6.45亿元、6.22亿元。 具体到个股来看，融资余额出现增长的股票有1889只，占比50.35%，其中，270股融资余额增幅超过5% 。融资余额增幅最大的是东田微，该股最新 ...

龙佰集团：每10股派发人民币现金股利1.00元（含税），股权登记日：2025-12-16，除息除权日：2025- 12-17，数据来源《龙佰集团:2025年第三季度权益分派实施公告》；申万一级行业：基础化工，非红利 低波（H30269.CSI）成分股，非红利质量（931468.CSI）成分股。 （文章来源：每日经济新闻） 中力股份：每股现金红利0.25元（含税），股权登记日：2025-12-17，除息除权日：2025-12-18，数据 来源《中力股份:2025年前三季度权益分派实施公告》；申万一级行业：机械设备，非红利低波 （H30269.CSI）成分股，非红利质量（931468.CSI）成分股。 中国汽研：每股现金红利0.10元（含税），股权登记日：2025-12-16，除息除权日：2025-12-17，数据 来源《中国汽研:临2025-058中国汽研2025年前三季度权益分派实施公告》；申万一级行业：汽车，非 红利低波（H30269.CSI）成分股，非红利质量（931468.CSI）成分股。 红利低波（H30269.CSI）指数，选取50只流动性好、连续分红、红利支付率适中、每股股息正增长以 及股息率高且 ...

丨证券研究报告丨 固收资产配置丨点评报告 [Table_Title] 有色金属转债能否再起趋势性行情？ ——可转债周报 20251206 报告要点 [Table_Summary] 有色金属板块在 2020 年 10 月至 2021 年 11 月期间呈现持续超额收益，行情以 2021 年 6 月 为界分两阶段，后期转债与权益同步走强。当周权益端有色金属板块整体表现较好，而转债平 均剩余期限偏短，促转股意愿或较强，规模较 2021 年收缩，或可关注有色金属转债的后续行 情。当周 A 股整体偏强，创业板指相对突出，周期制造类行业表现较好，板块拥挤度变化有所 分化。可转债市场整体走强，中小盘表现较稳健，估值整体有所拉伸，成交集中在电力设备、 电子等板块。一级市场平稳推进，条款博弈有所延续，对估值结构或有扰动。 分析师及联系人 [Table_Author] 赵增辉 熊锋 朱承志 SAC：S0490524080003 SAC：S0490524120004 SFC：BVN394 SFC：BWI629 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title 有 ...

天眼查App显示，近日，大庆磐鲸机械设备有限公司成立，法定代表人为王禹达，注册资本300万人民 币，经营范围为一般项目：机械设备销售；机械设备租赁；特种设备销售；电子元器件零售；物料搬运 装备销售；租赁服务（不含许可类租赁服务）；汽车零配件批发；汽车零配件零售；机械零件、零部件 销售；通用零部件制造；机械零件、零部件加工；五金产品零售；五金产品批发；电池零配件销售；建 筑陶瓷制品销售；建筑材料销售；建筑工程机械与设备租赁；金属链条及其他金属制品销售；密封件销 售；高性能密封材料销售；建筑工程用机械制造；建筑装饰、水暖管道零件及其他建筑用金属制品制 造；建筑用金属配件制造；建筑用金属配件销售；金属工具制造；非金属矿及制品销售。 ...

天眼查App显示，近日，博野县鑫昌运机械设备有限公司成立，法定代表人为张磊，注册资本10万人民 币，经营范围为一般项目：五金产品批发;五金产品零售;机械设备销售;物料搬运装备销售;橡胶制品销 售;金属制品销售;金属链条及其他金属制品销售;塑料制品销售;普通机械设备安装服务;劳务服务（不含 劳务派遣）;泵及真空设备销售（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - The article highlights a significant increase in order volumes among nearly 200 A-share listed companies, indicating a robust industrial climate in China, particularly in the machinery, electronics, and power equipment sectors [2] - The shift from "product export" to "value chain export" is evident, with companies leveraging technology and brand strength to secure key orders in high-end markets [3][6] - Emerging industries such as AI, energy storage, and semiconductors are experiencing substantial order growth, reflecting the transformation of technological trends into rapid market expansion [7][8][9] Group 1: Industrial Performance - Nearly 200 A-share listed companies reported "full orders" or "industry prosperity," with machinery, electronics, and power equipment being the most vibrant sectors [2] - Companies like Tongyu Communication and Chutian Technology are accelerating their globalization efforts, achieving significant breakthroughs in developed markets [3] - Keda Manufacturing reported that its ceramic machinery orders exceeded the previous year's figures, with over 65% of orders coming from overseas [5] Group 2: Emerging Industries - The AI, energy storage, and semiconductor sectors are seeing high growth in orders, with companies like Lanke Technology reporting over 140 million yuan in pending orders for their DDR5 chips [7] - The energy storage market is recovering rapidly, driven by global energy transitions, with companies like Nanfang Technology noting a temporary supply shortage in high-quality battery cells [8] - The semiconductor industry is benefiting from a dual boost of cyclical recovery and domestic substitution, with companies like Aisen Co. reporting over 40% revenue growth [9] Group 3: Traditional Industries - Traditional heavy industries such as marine equipment and shipbuilding are also showing strong performance, with some companies' order backlogs extending to 2027 or 2029 [10][11] - CIMC reported a backlog of approximately 5.55 billion USD in its marine engineering segment, with production scheduled through 2027-2028 [10] - Xiamen Xiangyu's shipbuilding business has orders scheduled through 2029, reflecting a robust demand in marine oil and gas development [11]

证券日报网讯12月9日，伊之密（300415）在互动平台回答投资者提问时表示，公司UN系列设备已构 建"设备-模具-工艺"深度联动的技术体系。多段式充型流速依托高响应伺服液压系统与智能算法，实现 动态精准调控。 ...

2024年10月，中国人民银行联合金融监管总局、中国证监会发布《关于设立股票回购增持再贷款有关事 宜的通知》，设立股票回购增持再贷款，激励引导金融机构向符合条件的上市公司和主要股东提供贷 款，支持其回购和增持上市公司股票。再贷款首期额度3000亿元，到了2025年5月总额度进一步提升至 8000亿元。 截至12月8日，已有770多家上市公司披露获得回购增持贷款支持，贷款金额上限超过1571.87亿元（回 购贷款985.04亿元）。其中，17家公司获得的贷款上限超过10亿元，8家公司获得的贷款上限超过15亿 元，分别为三峡能源（600905）、贵州茅台（600519）、牧原股份（002714）、海尔智家（600690）、 荣盛石化（002493）、京东方A、海康威视（002415）和中国中铁（601390）。 从股份来看，共有19家上市公司年内回购数量超过1亿股，排名前五的为京东方A、创新新材 （600361）、徐工机械（000425）、中国建筑（601668）、辽港股份（601880），今年以来分别回购了 4.28亿股、3.62亿股、3.58亿股、2.9亿股、2.79亿股。 从金额来看，共有291家上市公司年 ...

Group 1 - The report aims to summarize important internal deep reports, significant commentary, and marginal changes in the macro strategy group of large manufacturing [1] - Key companies highlighted include Yokogawa Precision, Zhejiang Rongtai, Shanghai Yanpu, Taotao Vehicle, Sany Heavy Industry, and XCMG Machinery among others [2][3] - The report maintains a positive outlook on the machinery sector, noting a 14% increase in excavator sales in November, which slightly exceeded expectations [4] Group 2 - The best-performing indices in the last week (December 1-5, 2025) included Nonferrous Metals (+5.35%), Communications (+3.69%), and Defense Industry (+2.82%) [5][20] - The top three indices in the large manufacturing sector were the Yangtze River Engineering Machinery Index (+5.47%), the ChiNext Index (+1.86%), and the Automotive Parts Index (+1.83%) [5][21] Group 3 - The report draws parallels between the current potential of humanoid robots and the past boom of electric vehicles, suggesting a similar macroeconomic backdrop and industry stage could lead to significant investment opportunities [8][9] - The expected market size for humanoid robots is projected to reach $700 billion by 2030, compared to an estimated $570 billion for electric vehicles in 2024 [8] - Investment opportunities are identified in core components and domestic manufacturers, with a focus on companies that meet three necessary conditions: management determination, past performance validation, and future application scenarios [9] Group 4 - The report discusses the rise of Hengli Heavy Industry as a new player in the shipbuilding sector, benefiting from an upturn in shipbuilding demand and improved profitability [10] - The global shipbuilding industry is expected to see a 34.9% increase in new orders in 2024, with specific segments like container ships and oil tankers showing significant growth [10] - Hengli Heavy Industry's competitive advantages include ample production capacity and an integrated supply chain, which are expected to support future performance [10][11] Group 5 - The report highlights the strategic moves of Meilixin, including a planned share buyback and a fundraising initiative aimed at expanding its liquid cooling and semiconductor projects [11][13] - The company is positioned to benefit from its partnerships in the server liquid cooling market, leveraging its manufacturing capabilities and established client relationships [11][13] - Future performance is anticipated to exceed market expectations due to the company's strategic focus on high-demand sectors such as telecommunications and electric vehicles [11][13]

12月9日，沪指下跌0.37%，深成指下跌0.39%，创业板指上涨0.61%，沪深300指数下跌0.51%。可交易 A股中，上涨的有1308只，占比24.04%，下跌的4058只。 资金面上，今日主力资金全天净流出529.92亿元。其中，创业板主力资金净流出119.30亿元；科创板主 力资金净流出45.97亿元；沪深300成份股主力资金净流出172.00亿元。 分行业来看，申万所属的一级行业中，今日上涨的有5个，涨幅居前的行业为综合、通信，涨幅为 3.45%、2.23%。跌幅居前的行业为有色金属、钢铁，跌幅为3.03%、2.47%。 行业资金流向方面，今日仅有3个行业主力资金出现净流入，商贸零售行业上涨0.36%，全天净流入资 金11.43亿元；综合行业上涨3.45%，全天净流入资金4.32亿元；银行行业下跌0.06%，全天净流入资金 7057.87万元。 个股方面，全天资金净流入的个股共有1681只，净流入在1000万元以上的有518只，其中，净流入资金 超亿元的有85只，净流入资金最多的是胜宏科技，今日上涨10.81%，全天资金净流入13.06亿元，其次 是工业富联、雷科防务等，净流入资金分别为11.67 ...