中银中证央企红利50指数A（020251）基金经理为赵建忠、李念。 截至发稿，赵建忠累计任职时间10年204天，现任基金资产总规模52.22亿元，任职期间最佳基金回报 131.93%， 任职期间最差基金回报-31.32%。 12月25日，亚普股份涨5.67%，截至发稿，报23.12元/股，成交7394.47万元，换手率0.64%，总市值 118.51亿元。 资料显示，亚普汽车部件股份有限公司位于江苏省扬州市扬子江南路508号，成立日期1993年7月4日， 上市日期2018年5月9日，公司主营业务涉及储能系统产品、热管理系统产品的研发、制造、销售和服 务。主营业务收入构成为：油箱94.27%，材料、售后件及工装销售等4.03%，油管及尿素箱等1.70%。 从基金十大重仓股角度 数据显示，中银基金旗下1只基金重仓亚普股份。中银中证央企红利50指数A（020251）三季度持有股 数25.34万股，占基金净值比例为2.59%，位居第八大重仓股。根据测算，今日浮盈赚取约31.42万元。 中银中证央企红利50指数A（020251）成立日期2024年3月22日，最新规模4958.65万。今年以来收益 7.61%，同类排名3 ...

华鑫证券研报指出，模塑科技为汽车保险杠龙头企业，开辟人形机器人轻量化新市场。深度绑定北美大 客户，成为其重要注塑件供应商。公司已获得北美知名电动车企、宝马、北京奔驰、上汽奥迪、蔚来、 小鹏、理想、智己、极氪、赛力斯、比亚迪等头部品牌的订单。随着北美客户订单放量，墨西哥名华 2024年实现净利润3.63亿元，同比大幅增长190.42%，带动业绩进一步提升。公司依托在汽车塑化饰件 的长期积累，积极向人形机器人等新兴领域拓展。公司具有优质主业客户资源，一方面能带动业绩稳步 增长；另一方面，与客户长期合作积累信任度有望迁徙至人形机器人领域，带动公司人形机器人业务快 速成长。目前，公司已与国内某机器人公司签订零部件采购框架协议，并获取其外覆盖件小批量订单。 公司汽车保险杠等主营业务稳健发展，频繁接到头部客户项目定点，持续开拓人形机器人业务新领域， 业绩有望逐步增长，维持"买入"投资评级。 ...

Core Viewpoint - Del Shares has shown a significant increase in stock price and positive financial performance indicators, indicating potential growth and investment interest in the company [1][2][3]. Stock Performance - As of December 25, Del Shares' stock price increased by 2.02% to 29.25 yuan per share, with a total market capitalization of 4.416 billion yuan [1]. - Year-to-date, the stock price has risen by 17.42%, with a 7.42% increase over the last five trading days and a 2.92% increase over the last 20 days, although it has decreased by 6.85% over the last 60 days [2]. Financial Performance - For the period from January to September 2025, Del Shares reported a revenue of 3.642 billion yuan, reflecting a year-on-year growth of 7.67%. The net profit attributable to shareholders was 79.2304 million yuan, showing a substantial increase of 228.13% year-on-year [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 25,000, with an average of 6,009 circulating shares per person, a decrease of 1.07% from the previous period [3]. - The company has distributed a total of 242 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [4]. Institutional Holdings - As of September 30, 2025, the eighth largest circulating shareholder is the招商量化精选股票发起式A fund, which holds 970,000 shares as a new shareholder. The 中航新起航灵活配置混合A fund has exited the top ten circulating shareholders list [4].

资金流向方面，主力资金净流出1501.39万元，特大单买入1156.74万元，占比4.96%，卖出3146.11万 元，占比13.50%；大单买入5469.61万元，占比23.47%，卖出4981.63万元，占比21.37%。 苏奥传感今年以来股价涨43.07%，近5个交易日涨6.26%，近20日涨6.38%，近60日跌7.14%。 今年以来苏奥传感已经2次登上龙虎榜，最近一次登上龙虎榜为9月18日，当日龙虎榜净买入2.78亿元； 买入总计4.97亿元 ，占总成交额比21.86%；卖出总计2.19亿元 ，占总成交额比9.64%。 资料显示，江苏奥力威传感高科股份有限公司位于江苏省扬州高新技术产业开发区祥园路158号，成立 日期1993年11月19日，上市日期2016年4月29日，公司主营业务涉及从事传感器及配件、燃油系统附件 及汽车内饰件的生产和销售。主营业务收入构成为：汽车热管理系统零部件42.49%，汽车燃油系统附 件22.50%，新能源部件13.09%，汽车传感器及配件10.85%，汽车内饰件6.63%，其他4.43%。 12月25日，苏奥传感盘中上涨2.04%，截至13:16，报9.50元/股，成交2 ...

今年以来金固股份已经2次登上龙虎榜，最近一次登上龙虎榜为10月13日，当日龙虎榜净买入-3108.40 万元；买入总计6753.14万元 ，占总成交额比16.38%；卖出总计9861.54万元 ，占总成交额比23.92%。 资料显示，浙江金固股份有限公司位于浙江省杭州市富阳区富春街道公园西路1181号，成立日期1996年 6月24日，上市日期2010年10月21日，公司主营业务涉及汽车车轮的研发、生产、销售。主营业务收入 构成为：汽车零部件制造65.51%，钢贸业务27.18%，其他7.31%。 12月25日，金固股份盘中上涨2.01%，截至13:25，报8.63元/股，成交2.66亿元，换手率3.39%，总市值 85.91亿元。 资金流向方面，主力资金净流入320.60万元，特大单买入840.05万元，占比3.16%，卖出751.92万元，占 比2.83%；大单买入6110.01万元，占比22.99%，卖出5877.54万元，占比22.11%。 金固股份今年以来股价跌17.26%，近5个交易日涨11.07%，近20日跌2.92%，近60日跌31.18%。 金固股份所属申万行业为：汽车-汽车零部件-轮胎轮毂。 ...

Core Viewpoint - Chongqing Zhixin Industrial Co., Ltd. (referred to as "Zhixin Co." or "the company") has disclosed its prospectus and is set to launch its public offering on January 6, with plans to list on the Shanghai Stock Exchange [1][2]. Group 1: IPO Details - Zhixin Co. plans to publicly issue 56,666,667 shares, all of which are new shares, resulting in a total share capital of 226,666,667 shares post-issuance [1][3]. - The initial strategic placement will consist of 11,333,333 shares, accounting for 20.00% of the total issuance [1][3]. - Before the strategic placement adjustment, the offline initial issuance will be 27,200,334 shares, representing 60.00% of the remaining shares, while the online initial issuance will be 18,133,000 shares, making up 40.00% of the remaining shares [1][3]. - The preliminary inquiry period for the issuance is set for December 30 from 9:30 to 15:00, with an online roadshow scheduled for January 5 [1][3]. Group 2: Company Overview - Zhixin Co. specializes in the development, processing, production, and sales of automotive stamping and welding parts, as well as related molds [2][4]. - The company has maintained a consistent focus on the research and production of automotive body stamping parts for over thirty years, expanding into upstream mold development and automation production solutions [2][4]. - Through years of development, Zhixin Co. has established a product advantage in the market and gained wide recognition from its customers [2][4]. - The company has enhanced its intelligent manufacturing capabilities through automated production solutions, utilizing proprietary algorithms and software integration to achieve comprehensive control over product development, process flow, and quality control [2][4]. - Major clients include well-known automotive manufacturers such as Changan Automobile, Geely, Changan Ford, NIO, Li Auto, BYD, Great Wall Motors, and Leap Motor, as well as notable parts manufacturers like CATL, Inafa, and Webasto [2][4].

【导读】汽车零部件、多元金融等板块表现活跃 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 商业航天 | 大飞机 | 低空经济 | 航母 | 通用航空 | 造紙 | 航天军工 | 保险 | 汽车零部件 | 发电设备 | | 4.26% | 4.15% | 3.32% | 3.14% | 3.02% | 3.79% | 3.13% | 2.51% | 1.76% | 1.76% | | 稳定币 | 卫星互联网 | 军工信息化 | 中航系 | 卫星导航 | 石油化工 | 多元金融 | 包裝 | 工业机械 | 化纤行业 | | 3.00% | 3.00% | 3.00% | 2.92% | 2.91% | 1.70% | 1.66% | 1.56% | 1.53% | 1.51% | | 北京体硅片 | 小金属 | 覆铜板 | 工业会属 | 盐湖提锂 | 能源设备 | 汽车 | 煤炭 | 半导体 | 精细化工 | | -1.18% | -1.31% ...

Market Overview - The A-share market showed mixed performance on December 25, with the Shanghai Composite Index rising by 0.29% to 3952.50, while the Shenzhen Component Index fell by 0.11% to 13472.22, and the ChiNext Index decreased by 0.37% to 3217.47 [1][2]. Sector Performance - The automotive parts sector experienced a notable increase, with companies such as Longi Machinery, Haoneng Co., Xusheng Group, and Jiangshun Technology reaching their daily price limits [3][4]. - The commercial aerospace sector also saw gains, while precious metals, lithium mining, and communication equipment sectors declined [2][3]. Notable Stocks - In the automotive parts sector, several stocks reported significant gains, including: - Chaojie Co. with a price increase of 16.58% [4] - Luxing Machinery up by 10.03% [4] - Haoneng Co. and Xusheng Group both up by 10.01% [4] - In the industrial machinery sector, stocks like Tailong Co. and Longxi Co. also hit their daily limits [5]. Financial Sector Activity - The financial sector showed active trading, with notable stocks such as Lushin Investment reaching a daily limit increase of 9.98% [8]. - Other financial stocks like Huajin Capital and Lakala also experienced upward movements [7][8]. Paper Industry Developments - The paper industry saw a surge, with Hengda New Materials hitting a 20% limit increase, and other companies like Bohui Paper and Yibin Paper also reaching their daily limits [9]. - The appreciation of the offshore RMB against the USD, breaking the 7.0 mark, is expected to enhance purchasing power for the paper industry, reducing costs for imported raw materials [9]. Robotics Sector Insights - The announcement from UBTECH regarding a proposed acquisition of Fenglong Co. for 1.665 billion CNY is expected to catalyze growth in the robotics supply chain, particularly among automotive parts companies [6]. - According to Guoyuan Securities, 2025 is projected to be a pivotal year for humanoid robots, transitioning from a technology showcase to product validation and order acquisition [7].

【导读】汽车零部件、多元金融等板块表现活跃 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 12 月 25 日上午， A 股市场走势分化，截至午间收盘，沪指涨 0.29% ，深成指跌 0.11% ，创业板指跌 0.37% 。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3952.50 | 13472.22 | 1460.60 | | +11.56 +0.29% -14.19 -0.11% +15.06 +1.04% | | | | 科创50 | 创业板指 | 万得全A | | 1344.45 | 3217.47 | 6388.02 | | -7.68 -0.57% -12.10 -0.37% +16.33 +0.26% | | | | 沪深300 | 中证500 | 中证A500 | | 4631.00 | 7375.81 | 5618.23 | | -3.06 -0.07% +23.77 +0.32% -4.28 -0.08% | | | | 中证1000 | 深证100 | 中证红利 | | 7548.12 | 5841.48 | 5485.90 | ...

据交易所数据显示，截至12月25日午间收盘，大盘主力资金净流出256.41亿元。主力资金流入前十大板块分别为：航天航空（18.67亿元）、 汽车零部件 （18.27亿元）、 通用设备（16.00亿元）、 电机（6.05亿元）、 包装材料（5.13亿元）、 房地产开发（2.55亿元）、贸易行业（1.52亿元）、 酿酒行业 （1.00亿元）、 保险（0.95亿元）、 仪器仪表（0.83亿元）。 | | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 航天航空 | 3.5 | 18.67亿元 | 航天电子 | | 汽车零部件 | 1.52 | 18.27亿元 | 万向钱潮 | | 通用设备 | 1.69 | 16.00亿元 | 中核科技 | | 电机 | 2.45 | 6.05亿元 | 方正电机 | | 包装材料 | 1.95 | 5.13亿元 | 顺灏股份 | | 房地产开发 | 0.56 | 2.55亿元 | 首开股份 | | 贸易行业 | 0.89 | 1.52亿元 | 跨境通 | | --- | --- | --- | --- | | 酿 ...