| 序号 | 板块 | 涨跌幅(%)▼ | 总成交量(万手) ▼ | 总成交额(亿元) ▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 造纸 | 5.06 | 1179.55 | 73.81 | 3.45 | 22 | 1 | | 2 | 军工电子 | 2.66 | 1988.45 | 443.67 | 16.78 | 50 | 10 | | 3 | 主工凝聚 | 2.53 | 1925.20 | 528.59 | 30.38 | 71 | ਰੇ | | 4 | 电机 | 2.45 | 427.63 | 105.86 | 5.43 | 22 | 3 | | 5 | 保险 | 2.30 | 151.56 | 69.04 | 8.18 | ટ | 0 | | 6 | 金属新材料 | 1.62 | 341.76 | 91.74 | 2.73 | 23 | 7 | | 7 | 化学纤维 | 1.49 | 445.64 | 32.69 | 2.17 | 22 | ഗ | | 8 | 通用设备 | ...

每经AI快讯，12月25日，截至午盘，上证指数涨0.29%，深证成指跌0.11%，创业板指跌0.38%，北证50 涨1.04%。全市场成交额12119亿元，较上日成交额放量527亿元。 板块题材上，造纸、商业航天板块活跃，贵金属、能源金属调整。 盘面上，造纸板块走强，恒达新材（301469）20CM涨停封板，博汇纸业（600966）、宜宾纸业 （600793）、五洲特纸（605007）涨停封板。商业航天全线爆发，广联航空（300900）20CM涨停封 板，神剑股份（002361）、上海港湾（605598）、中天火箭（003009）、江顺科技（001400）等数十只 个股涨停封板。贵金属板块走弱，招金黄金（000506）、湖南白银（002716）跌超4%。能源金属板块 调整，天齐锂业（002466）、盛新锂能（002240）、融捷股份（002192）跌超4%。 ...

Group 1 - The main market saw a net inflow of 2.579 billion yuan as of December 19 [1] - The top ten sectors with net inflows of main funds include: Automotive Parts (3.344 billion yuan), General Equipment (1.862 billion yuan), Commercial Retail (1.718 billion yuan), Energy Metals (1.194 billion yuan), Communication Equipment (1.057 billion yuan), Specialized Equipment (0.708 billion yuan), Consumer Electronics (0.590 billion yuan), Tourism and Hotels (0.529 billion yuan), Agriculture, Animal Husbandry, and Fishery (0.503 billion yuan), and Insurance (0.478 billion yuan) [1][2][3] Group 2 - Automotive Parts sector attracted the highest inflow of 3.344 billion yuan, with notable companies like Shanzi Gaoke [2] - General Equipment sector received 1.862 billion yuan, with key player Xue Ren Group [2] - Commercial Retail sector saw an inflow of 1.718 billion yuan, led by Yonghui Supermarket [2] - Energy Metals sector had an inflow of 1.194 billion yuan, with Huayou Cobalt as a significant company [2] - Communication Equipment sector attracted 1.057 billion yuan, with Aerospace Development being a notable company [2] - Specialized Equipment sector received 0.708 billion yuan, with Aerospace Power as a key player [2] - Consumer Electronics sector saw an inflow of 0.590 billion yuan, with Kosen Technology being a notable company [3] - Tourism and Hotels sector attracted 0.529 billion yuan, with China Duty Free Group as a significant player [3] - Agriculture, Animal Husbandry, and Fishery sector received 0.503 billion yuan, with Pingtan Development as a key company [3] - Insurance sector had a net inflow of 0.478 billion yuan, with China Ping An being a notable company [3]

Core Insights - The main point of the news is the significant net inflow of capital into the stock market, amounting to 1.409 billion yuan, with specific sectors attracting the most investment [1]. Group 1: Capital Inflow by Sector - The top sectors receiving capital inflow include: - Automotive Parts with 3.343 billion yuan and a price increase of 2.33% [2] - Energy Metals with 2.148 billion yuan and a price increase of 2.02% [2] - General Equipment with 1.709 billion yuan and a price increase of 1.61% [2] - Commercial Goods with 1.312 billion yuan and a price increase of 3.16% [2] - Tourism and Hotels with 843 million yuan and a price increase of 2.1% [2] - Insurance with 792 million yuan and a price increase of 0.02% [2] Group 2: Notable Companies in Each Sector - Key companies leading the capital inflow in their respective sectors include: - Shanzi Gaoke in Automotive Parts [2] - Ganfeng Lithium in Energy Metals [2] - Xue Ren Group in General Equipment [2] - Yonghui Supermarket in Commercial Goods [2] - China Duty Free in Tourism and Hotels [2] - Ping An Insurance in Insurance [2] - Salt Lake Co. in Fertilizer Industry [3] - Pingtan Development in Agriculture, Animal Husbandry, and Fishery [3] - Aerospace Power in Specialized Equipment [3] - CATL in Battery sector [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600711 | 暨电矿业 | 14.53 | -0.89% | 177.27万 | | 26.12亿 | | 603399 | 永杉锂V | 10.84 | -0.82% | 16.89万 | | 1.83亿 | | 002240 | 盛新锂能 | 35.67 | -0.70% | 83.89万 | | 29.87 亿 | | 000408 | 藏格矿业 | 79.43 | -0.43% | 17.76万 | | 13.99亿 | | 605376 | 博迁新材 | 64.50 | -0.03% | 3.97万 | | 2.56亿 | | 000762 | 西藏矿业 | 26.97 | 0.19% | 26.89万 | | 7.26亿 | | 301219 | 腾远钻业 | 66.56 | 0.56% | 5.61万 | | 3.73亿 | | 300618 | 塞锐钻业 | 45.05 | 0.58% | 10.25万 | | ...

Core Viewpoint - Ganfeng Lithium has shown significant stock price appreciation this year, with a year-to-date increase of 94.32% and a recent trading volume indicating strong market interest [2]. Group 1: Stock Performance - As of December 24, Ganfeng Lithium's stock price reached 67.74 CNY per share, with a trading volume of 9.96 billion CNY and a market capitalization of 1420.30 billion CNY [1]. - The stock has increased by 7.54% over the last five trading days, 10.81% over the last 20 days, and 27.47% over the last 60 days [2]. - Ganfeng Lithium has appeared on the stock market's "龙虎榜" four times this year, with the most recent appearance on October 13, where it recorded a net buy of -1.65 billion CNY [2]. Group 2: Financial Performance - For the period from January to September 2025, Ganfeng Lithium reported a revenue of 14.625 billion CNY, reflecting a year-on-year growth of 5.02%, while the net profit attributable to shareholders was 255.2 million CNY, up 103.99% year-on-year [3]. - The company has distributed a total of 6.162 billion CNY in dividends since its A-share listing, with 3.933 billion CNY distributed in the last three years [4]. Group 3: Shareholder Structure - As of September 30, 2025, Ganfeng Lithium had 372,500 shareholders, an increase of 31.18% from the previous period, with an average of 3,243 circulating shares per shareholder, down 23.77% [3]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 69.1199 million shares, and several ETFs, with some experiencing reductions in holdings [4].

12月24日，融捷股份盘中上涨2.01%，截至09:47，报53.74元/股，成交2.87亿元，换手率2.09%，总市值 139.54亿元。 融捷股份今年以来股价涨69.35%，近5个交易日涨5.79%，近20日涨0.90%，近60日涨58.20%。 今年以来融捷股份已经2次登上龙虎榜，最近一次登上龙虎榜为11月19日，当日龙虎榜净买入2.24亿 元；买入总计7.52亿元 ，占总成交额比23.69%；卖出总计5.27亿元 ，占总成交额比16.62%。 资料显示，融捷股份有限公司位于广东省广州市天河区珠江西路5号广州国际金融中心45层04-05单元， 成立日期1998年8月21日，上市日期2007年12月5日，公司主营业务涉及以新能源锂电材料产业链为主 体,主要包括锂矿采选、锂盐加工及冶炼、锂电设备制造等业务,并参股镍钴锂湿法冶炼及深加工、锂电 池正极材料等业务板块。主营业务收入构成为：锂精矿86.31%，锂电池设备12.76%，锂盐0.66%，其他 0.28%。 融捷股份所属申万行业为：有色金属-能源金属-锂。所属概念板块包括：磷酸铁锂、锂电池、中盘、融 资融券、MSCI中国等。 截至11月30日，融捷股份股 ...

东吴证券认为，周二，虽然指数方面保持红盘，但大部分个股出现了调整，领先指数整体震荡走低，本 轮调整目前看为连续上涨后的良性调整，大部分品种的回调幅度较小，综合近期成交量的有效放大来 看，在上证指数3900点左右平台筹码正在进行有序交换，前期观望资金正在进行入场的动作，A股市场 人气处于逐渐复苏的状态。 （文章来源：证券时报网） 财信证券认为，周二（12月23日），A股大盘冲高回落，个股跌多涨少。指数层面维持着震荡反弹趋 势，不过市场分化特征仍较明显，当日"二八"分化行情主要缘于前期强势题材商业航天和消费板块有所 走弱，导致市场短线情绪受到一定影响，资金选择中大盘股进行承接。因此短期内，大盘或维持震荡反 弹势头，不过在全市场成交额暂未稳定在2万亿元以上的情况下，仍以板块轮动思维参与市场，把握好 结构性机会。展望后续，随着11月份经济数据公布以及海外三大央行利率决议落地，宏观经济数据对市 场影响消退，流动性及风险偏好对市场影响将增加，叠加国内政策利好预期，市场有望逐步演绎"春季 躁动"行情，指数放量突破均线将是观察"春季躁动"行情开启的关键信号。 中原证券认为，周二，A股市场冲高遇阻、小幅震荡上行。盘中电池、能源 ...

昨日，锂电池产业链全天表现活跃，锂电池电解液、六氟磷酸锂等多个方向涨幅居前。截至收盘，华盛 锂电涨超10%，多氟多、天际股份、深圳新星等涨停。 华盛锂电近日在投资者互动平台上表示，目前公司正在积极推进"年产20万吨低能耗高性能锂电池负极 材料项目（其中第一期5万吨）"等项目的建设，该项目已进入试生产和客户评价阶段，为公司在电解液 添加剂及负极材料领域扩大市场份额、巩固技术领先地位注入新动能，也为后续项目的顺利推进积累了 宝贵经验。 12月23日，中国有色金属工业协会锂业分会发布最新数据：2025年11月，国内碳酸锂价格中枢明显抬 升，电池级碳酸锂价格从月初的81000元/吨上涨至月末的92000元/吨，上涨13.58%。 西部证券研报认为，国内独立储能经济性显现，需求超预期，欧美及新兴市场大型储能需求景气度旺 盛，预计2026年储能电池需求有望延续高增长。从供需平衡表看，磷酸铁锂等环节2026年供需结构有望 明显改善，在行业产能集中化、高端化的趋势下，头部厂商的产能更加紧俏。随着中小产能逐步退出， 在涨价预期下，行业头部企业的盈利能力有望提升。海外动力电池需求增速迎接拐点，储能电池维持高 需求景气。 张大伟 ...

Market Overview - The overall market experienced a rise and then a pullback, with the Shanghai Composite Index increasing by 0.07%, marking five consecutive days of gains, and total market turnover exceeding 1.9 trillion yuan [1] - The CSI 300 Index and the CSI A500 Index both rose by 0.2%, while the ChiNext Index and the STAR Market 50 Index increased by 0.4% [1] Sector Performance - Active sectors included photolithography machines, batteries, and energy metals, while tourism and commercial aerospace sectors saw adjustments [1] - In the Hong Kong market, there was a fluctuation with most AI industry chain stocks weakening, and the innovative drug sector experienced a rise followed by a pullback [1] Index Details - The CSI 300 Index consists of 300 stocks from the Shanghai and Shenzhen markets, with a rolling P/E ratio of 14.1 times, placing it in the 62.7 percentile since its inception in 2005 [2] - The CSI A500 Index is made up of 500 securities from various industries, with a rolling P/E ratio of 16.8 times, ranking in the 72.6 percentile since its launch in 2004 [2] - The STAR Market 50 Index, which tracks the top 50 stocks on the STAR Market, has a rolling P/E ratio of 159.3 times, placing it in the 96.2 percentile since its introduction in 2020 [3] - The Hang Seng China Enterprises Index, which includes 50 large and actively traded stocks from mainland China listed in Hong Kong, has a rolling P/E ratio of 10.4 times, ranking in the 63.4 percentile since 2002 [4]