来源：新浪基金 申万宏源认为，A股的有效突破最终还是要靠科技引领。国信证券指出，当市场进入快速上涨阶段，领 涨板块往往是当时主导产业的应用领域，如2015年上半年的"互联网+"，2021年的新能源车。着眼未来 一年，仍看好科技主线。 【掘金新质生产力，投资中国版"纳斯达克"】 关注双创龙头ETF（588330）及其场外联接基金（A类：013317 / C类：013318）的三大特征： 1、跨市场多元配置，百分百战略新兴：标的指数从科创板和创业板中选取市值较大的50只战略新兴产 业上市公司作为指数样本，汇集高成长龙头，囊括新能源、光伏、光模块、半导体、医疗设备等热门主 题； 今日（11月25日）科技成长方向强势进攻，创业板指涨超2.5%，科创综指涨逾1.7%，覆盖创业板+科创 板高成长龙头的硬科技宽基——双创龙头ETF（588330）场内涨幅盘中上探3.45%，现涨2.5%，实时成 交额超3200万元，交投较为活跃！ 细分方向来看，光模块三巨头王者归来，中际旭创、新易盛涨超6%，天孚通信涨逾4%；PCB（印制电 路板）方面，胜宏科技涨超6%；光伏方面，阳光电源涨超5%，阿特斯涨逾2%。 图：双创龙头 ETF 标 ...

| 上证指数 | 3872.59 | +35.82 | +0.93% | | --- | --- | --- | --- | | 000001 | | | | | 创业板指 | 3009.71 | +80.67 | +2.75% | | 399006 | | | | | 深证成指 | 12836.27 | +251.19 | +2.00% | | 399001 | | | | | 科创20 | 1316.63 | +20.03 | +1.54% | | 000688 | | | | | 北证50 | 1410.59 | +24.55 | +1.77% | | 899050 | | | | | 沪深300 | 4498.20 | +50.16 | +1.13% | | 000300 | | | | | 上证50 | 2965.34 | +14.78 | +0.50% | | 000016 | | | | 格隆汇11月25日｜A股主要指数继续拉升，深证成指涨超2%，通信设备，电子元件板块领涨。成分股 中，沪电股份(002463)、中材科技等多股涨停。 ...

Core Insights - Shengyi Technology's stock increased by 5.22% to 55.42 CNY per share, with a trading volume of 4.92 billion CNY and a market capitalization of 134.62 billion CNY [1] Company Overview - Shengyi Technology, established on June 27, 1985, and listed on October 28, 1998, is located in Dongguan, Guangdong Province. The company specializes in the design, production, and sales of copper-clad laminates, bonding sheets, printed circuit boards, ceramic electronic components, LCD products, electronic-grade glass cloth, epoxy resin, copper foil, flexible electronic materials, display materials, packaging materials, and insulation materials. It also engages in non-quota license management and the acquisition and export of non-specialized goods [1] - The main revenue composition includes: copper-clad laminates and bonding sheets (65.96%), printed circuit boards (28.63%), comprehensive utilization of waste resources (3.37%), and other (2.04%) [1] Fund Holdings - According to data, one fund under Galaxy Fund holds a significant position in Shengyi Technology. The Galaxy Technology Growth Mixed Fund A (022704) held 20,100 shares in the third quarter, accounting for 4.93% of the fund's net value, ranking as the seventh largest holding. The estimated floating profit for today is approximately 55,300 CNY [2] - The Galaxy Technology Growth Mixed Fund A (022704) was established on December 27, 2024, with a latest scale of 15.92 million CNY. Year-to-date returns stand at 46.62%, ranking 670 out of 8,136 in its category, with a cumulative return since inception of 46.61% [2] Fund Manager Information - The fund manager of Galaxy Technology Growth Mixed Fund A (022704) is Gao Peng, who has been in the position for 4 years and 192 days. The total asset size of the fund is 508 million CNY, with the best fund return during his tenure being 45.35% and the worst being -20.16% [3]

宁波舟山港梅西滚装码头，装载了3000余辆新能源汽车的"梦之兰"号滚装船正缓缓离泊驶向墨西哥; 广州花都区一家新能源企业内，一批货值超70万元的太阳能光伏组件正在装箱，准备发往南非; 河北保定，一列满载汽车配件、机械设备的中欧班列驶出站台，开往共建"一带一路"国家…… 海关总署近日发布的数据显示，今年前10个月，我国长三角、粤港澳大湾区、京津冀等区域外贸向新向 优，展现出强劲韧性。其中，长三角地区进出口14万亿元，同比增长6%;粤港澳大湾区内地9市进出口 7.52万亿元人民币，创历史同期新高;京津冀区域进出口3.91万亿元，连续7个月保持增长。 这三大区域外贸为何跑出加速度?其高质量发展折射出我国外贸怎样的韧性与活力? 亮点多、韧性足 盘点今年以来外贸成绩单，长三角地区的民营企业表现格外抢眼。 据海关统计，今年前10个月，长三角地区进出口14万亿元，同比增长6%;民营企业进出口7.83万亿元， 同比增长9.7%，占进出口总值的55.9%，外贸主力军的作用持续显现。 浙江金华义乌国际商贸城一家五金产品商铺内，来自澳大利亚、斯里兰卡、哈萨克斯坦等国的采购商们 正仔细验看着样品，不时与店主交换着名片、商讨价格。 " ...

Core Viewpoint - The controlling shareholder and chairman of Huafeng Co., Tan Guoying, has decided to relinquish control of the company after over 20 years, with Chen Yun set to acquire control, amid Huafeng's declining financial performance [1][2]. Group 1: Ownership Change - On November 22, Tan Guoying signed a share transfer intention agreement with Chen Yun, who plans to acquire Tan's shares either in a lump sum or in installments, along with voting rights [2][3]. - As of the announcement date, Tan Guoying holds approximately 42.8 million shares, representing 20.14% of Huafeng's total share capital [3]. Group 2: Financial Performance - Huafeng's financial performance has been poor, with net profits showing consecutive losses from 2022 to 2024, and the company reported a net loss of approximately 9.93 million in the first three quarters of this year [5]. - Revenue figures for Huafeng from 2022 to 2024 are approximately 658 million, 719 million, and 1.031 billion respectively, with corresponding net profits of -9.61 million, -324 million, and 85.48 million [5]. Group 3: Business Background of Chen Yun - Chen Yun is not a newcomer to the capital market, having co-founded two listed companies, Helitai and Sanlipu, and currently controls Shengbaolai Optoelectronics Technology Co., which focuses on various optical products [3][4]. - Shengbaolai, founded in 2010, has a registered capital of 64 million and is involved in the production and sales of automotive films, optical films, and other related products [4]. Group 4: Market Reactions and Future Considerations - The market is concerned about whether Huafeng's business will shift towards the polarizer sector, given Chen Yun's background, which differs from Huafeng's current focus on electric control and drive systems for new energy vehicles [6]. - Prior to the suspension of trading, Huafeng's stock price fell by 4.13% to 13.22 yuan per share, with a total market capitalization of approximately 2.809 billion [7].

ST西发：拟现金收购拉萨啤酒50%股权，交易仍在筹划 ST西发公告称，公司持有拉萨啤酒50%股权，拟现金收购嘉士伯所持该公司另50%股权，交易完成后将 实现100%控股。2025年7月21日，公司董事会通过《西藏拉萨啤酒有限公司50%股权转让及其他事项的 条款清单》，目前除该清单外未签署其他有法律效力文件，交易仍处筹划阶段。此外，公司处于预重整 阶段，存在重整失败被宣告破产及终止上市风险。 *ST三圣：收到重整投资人全部重整投资款2.54亿元 *ST三圣公告，公司于2025年11月24日收到管理人的通知，管理人账户已收到全体重整投资人支付的全 部重整投资款，合计人民币2.54亿元。该重整投资款由河北冀衡集团及其指定的财务投资人深圳高新投 和重庆镭登恩支付。根据重整投资协议，全体重整投资人应当于重庆市第五中级人民法院裁定批准三圣 股份重整计划之日起30个自然日内支付完毕全部重整投资款。 2025.11.24 以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 中水渔业：连续7日股价涨幅偏离值超100%，提示交易风险 中水渔业公告称，公司股票于2025年11月14日至11月24日连续7个交易日收盘价涨 ...

截至2025年三季报，共有5家机构持仓东南电子，其中基金3家、保险1家、QFII1家，合计持股数229.02 万股，持股市值0.47亿元。 东南电子股份有限公司的主营业务是微动开关产品的设计、研发、生产及销售。公司的主要产品是家电 微动开关及组件、汽车微动开关及组件、电动工具微动开关、智能低压微动开关、型蜡马达驱动器。公 司及公司产品获得了多项荣誉，2017年，公司被浙江省经济和信息化委员会评为"浙江省工业设计中 心"；2018年，公司被浙江省科学技术厅评为"省级高新技术企业研究开发中心"；2019年，公司被浙江 省经济和信息化委员会评为"浙江省重点高新技术产品"；2021年，被浙江省经济和信息化厅评为"浙江 省隐形冠军企业",被浙江省经济和信息化厅评为"浙江省'专精特新'中小企业",被工业和信息化部办公厅 评为"专精特新'小巨人'企业"等。2023年，公司被浙江省经济和信息化委员会评为"浙江省智能工厂(数 字化车间)",被乐清市人民政府评为"温州市绿色低碳工厂"等。2024年，公司荣获2024年度国家级绿色制 造工厂，浙江省第二批企业数据管理国家标准(DCMM)贯标试点。另外，公司被客户授予了"美的战略 金 ...

（文章来源：证券日报） 证券日报网讯京泉华11月24日在互动平台回答投资者提问时表示，公司目前为客户提供磁性器件及电源 类产品。 ...

格隆汇11月24日丨达利凯普(301566.SZ)在投资者互动平台表示，截至目前，公司产能充足。公司射频 微波MLCC产品生产的全流程均在国内进行，在产品品质和成本的保障下，具备较强的国际市场竞争 力，远销电子元件生产技术先进的发达国家地区，借助在国际市场地位，在国内国产化竞争中争取先 机，公司国产化优势得到进一步强化。 ...

Core Insights - Over a thousand listed companies have been investigated by institutional investors since November, indicating a high level of interest in the market [3][4] - The top three companies receiving the most institutional attention are Ninebot, Rongbai Technology, and Lens Technology, with Ninebot leading at 179 institutions [5][6] - Despite a recent pullback in tech stocks, sectors such as application software, integrated circuits, and electronic components continue to attract significant institutional research [12][13] Institutional Research Activity - As of the week of November 17 to 23, over 400 listed companies disclosed records of institutional investor investigations, maintaining a high level of research activity [4][5] - The top ten companies by the number of institutional inquiries include: 1. Ninebot: 179 institutions 2. Rongbai Technology: 137 institutions 3. Lens Technology: 121 institutions 4. Yingtang Zhikong: 61 institutions 5. Yinglian Co.: 49 institutions 6. Qiaocheng Ultrasonic: 47 institutions 7. Tainkang: 41 institutions 8. AVIC Heavy Machinery: 40 institutions 9. World: 38 institutions 10. Obsidian: 33 institutions [5][6] Sector Focus - The focus of institutional research has been on hard technology sectors, particularly in areas such as AI, robotics, and consumer electronics [12][13] - Companies like Lens Technology are optimistic about their future in the robotics sector, projecting significant growth in humanoid and quadruped robot shipments [6] - Institutions are particularly interested in AI technology, which is expected to transition into practical applications in the coming year, with opportunities in computing power, cloud infrastructure, and various applications [13]