每经AI快讯，12月26日，市场早盘冲高回落，三大指数盘中集体跳水翻绿。沪深两市半日成交额1.45万 亿元，较上个交易日大幅放量2513亿元。盘面上热点快速轮动，全市场超3900只个股下跌。从板块来 看，锂电产业链快速走强，天际股份4天3板，宏源药业、永兴材料等多股涨停。商业航天概念反复活 跃，神剑股份7连板，九鼎新材4连板，佳缘科技、中超控股涨停。光伏概念局部拉升，协鑫集成、亿晶 光电涨停。海南自贸概念表现活跃，海南发展6天5板。下跌方面，算力硬件概念表现较弱，长光华芯跌 超10%。截至收盘，沪指跌0.19%，深成指涨0.17%，创业板指跌0.15%。 （文章来源：每日经济新闻） ...

Market Overview - The market experienced a high opening followed by a decline, with all three major indices turning negative during the session. The Shanghai and Shenzhen markets saw a half-day trading volume of 1.45 trillion, a significant increase of 251.3 billion compared to the previous trading day. Over 3,900 stocks in the market declined [1] - The Shanghai Composite Index fell by 0.19%, while the Shenzhen Component Index rose by 0.17%, and the ChiNext Index decreased by 0.15% [1] Sector Performance - The lithium battery supply chain showed strong performance, with Tianji Co. achieving three consecutive trading limits in four days, and several other stocks like Hongyuan Pharmaceutical and Yongxing Materials hitting their daily limits [1] - The commercial aerospace sector remained active, with Shenjian Co. achieving seven consecutive trading limits and Jiuding New Materials achieving four consecutive limits [1] - The photovoltaic sector saw partial gains, with stocks like GCL-Poly and Yijing Photovoltaic hitting their daily limits [1] - The Hainan Free Trade Zone concept stocks were also active, with Hainan Development achieving five limits in six days [1] - In contrast, the computing hardware sector showed weakness, with Changguang Huaxin dropping over 10% [1] Lithium Market Insights - The main contract for lithium carbonate surged past 130,000, increasing by over 8% during the day, marking a new high since November 2023. The market outlook for lithium prices remains optimistic due to recovering quarterly earnings from lithium companies and increasing demand from new energy vehicles [3] - The China Nonferrous Metals Industry Association's lithium division indicated that lithium futures prices are expected to gradually rise by November 2025, with increased volatility anticipated [3] Hainan Free Trade Zone Developments - The Hainan Free Trade Port officially commenced its first week of full island closure, with customs reporting over 400 million yuan in "zero tariff" imports and over 20 million yuan in domestic processing goods exempt from tariffs [5] - The duty-free shopping market in Hainan saw a surge, with shopping amounts reaching 1.1 billion yuan and 165,000 shoppers during the week of December 18-24 [5] Photovoltaic Sector Developments - Four leading silicon wafer companies significantly raised their prices on December 25, with average increases reaching 12%. This price hike is attributed to substantial increases in upstream silicon material costs [9][20] Investment Trends - UBS Wealth Management forecasts that the Chinese stock market will continue to have upward potential, driven by advanced manufacturing and technology sectors. The report highlights that AI and technology are key growth drivers, with expectations for significant earnings growth in the Hang Seng Technology Index by 2026 [30] - The National Development and Reform Commission announced that the National Venture Capital Guidance Fund will increase investments in early-stage projects in sectors such as integrated circuits, artificial intelligence, aerospace, and low-altitude economy [31]

Core Viewpoint - The market experienced a significant fluctuation with all three major indices dropping after an initial rise, indicating volatility in investor sentiment and market dynamics [1][2] Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.45 trillion, an increase of 251.3 billion compared to the previous trading day [1][2] - Over 3,900 stocks in the market declined, reflecting a broad-based sell-off [1][2] Sector Highlights - The lithium battery industry chain showed strong performance, with Tianji Co. achieving three consecutive trading limits in four days, and other stocks like Hongyuan Pharmaceutical and Yongxing Materials also hitting trading limits [1][2] - The commercial aerospace sector remained active, with Shenjian Co. achieving seven consecutive trading limits and Jiuding New Materials reaching four consecutive limits, alongside gains for Jiayuan Technology and Zhongchao Holdings [1][2] - The photovoltaic sector saw localized gains, with companies like GCL-Poly and Yijing Optoelectronics hitting trading limits [1][2] - The Hainan Free Trade Zone concept was notably active, with Hainan Development achieving five trading limits in six days [1][2] Declining Sectors - The computing hardware sector underperformed, with Changguang Huaxin experiencing a decline of over 10% [1][2] Index Closing - At market close, the Shanghai Composite Index fell by 0.19%, while the Shenzhen Component Index rose by 0.17%, and the ChiNext Index decreased by 0.15% [1][2]

转自：新华财经 新华财经北京12月26日电（王媛媛）市场早盘冲高回落，三大指数盘中集体跳水，沪指和创业板指翻 绿。截至午间收盘，沪指报3952.09点，跌0.19%，成交5894亿元；深证成指报13554.07点，涨0.17%， 成交8615亿元；创业板指报3234.63点，跌0.15%，成交3921亿元。 板块方面，海南板块、贵金属、能源金属、锂矿概念、钛白粉、磷化工、有色金属位于涨幅榜前列，电 子化学品、造纸印刷、CPO概念、激光雷达、光刻机、超导概念表现不佳。 盘面热点 盘面上，锂电产业链快速走强，天际股份4天3板，宏源药业、永兴材料等多股涨停。商业航天概念反复 活跃，神剑股份7连板，九鼎新材4连板，佳缘科技、中超控股涨停。光伏概念局部拉升，协鑫集成、亿 晶光电涨停。海南自贸概念表现活跃，海南发展6天5板。下跌方面，算力硬件概念表现较弱，长光华芯 跌超10%。 恒生前海基金：近期人民币持续升值，离岸人民币对美元升破7.0关口，推动人民币资产吸引力提升， 外资未来对A股市场的配置有望进一步提升。但值得注意的是，当前市场的反弹更多依赖存量资金的博 弈，从两市成交量来看，并未出现显著放大的情况，更多还是结构性 ...

今日早盘，A股市场冲高回落，三大指数盘中集体跳水翻绿。沪深两市半日成交额1.45万亿，较上个交易日大幅放量2513亿。盘面上热点快速轮动， 全市场超3900只个股下跌。 从板块来看， 锂电产业链快速走强， 天际股份4天3板，宏源药业、永兴材料等多股涨停。 商业航天概念反复活跃， 神剑股份7连板，九鼎 新材4连板，佳缘科技涨停。光伏概念局部拉升，协鑫集成、亿晶光电涨停。海南自贸概念表现活跃，海南发展6天5板。 下跌方面，算力硬件概念表现较弱，长光华芯跌超10%。截至收盘，沪指跌0.19%，深成指涨0.17%，创业板指跌0.15%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

涨停表现 封板率 12月26日，市场早盘冲高回落，三大指数盘中集体跳水翻绿。沪深两市半日成交额1.45万亿，较上个交易日大幅放量2513亿。 盘面上热点快速轮动，全市场超3900只个股下跌。截至收盘，沪指跌0.19%，深成指涨0.17%，创业板指跌0.15%。 从板块来看，锂电产业链快速走强，天际股份4天3板，宏源药业、永兴材料等多股涨停。商业航天概念反复活跃，神剑股份7连板，九鼎新材4连板，佳缘科 技、中超控股涨停。光伏概念局部拉升，协鑫集成、亿晶光电涨停。海南自贸概念表现活跃，海南发展6天5板。下跌方面，算力硬件概念表现较弱，长光华 芯跌超10%。 60.00% 封板 51 触及 34 昨涨停今表现 2.07% 高开率 61% 获利率 ...

A 股指数震荡中枢上移，分歧后看好后续行情 2025 年 12 月 25 日 股指期货早报 2025.12.25 报告摘要： 海外方面，美上周初请失业金人数录得 21.4 万人，低于预期和 前值 22.4；隔夜圣诞节假期间，外围资产上涨，美三大股指集体收 涨，美债 2 年和 10 年期收涨，黄金震荡小幅收跌，纳斯达克金龙指 数小幅收跌，离岸人民币汇率继续升值。隔夜外围走势对 A 股中性偏 多。 国内盘面上看，周三大盘平开震荡上涨 0.53%，深成指上涨 0.88%，创业板指上涨 0.77%，市场呈现指数与个股一起反弹的走势。 前日下跌的商业航天昨日开盘就迎来上涨，午后带动市场的是券商和 算力的硬件。整体市场处于指数表现稳当，当氛围并未完全起来的状 况。板块上看，军工、电子、建筑材料、轻工制造涨幅居前，农林牧 渔、煤炭、食品饮料、银行下跌。全市场 4124 只个股上涨，1132 只 个股下跌。消息上看，美方拟自 2027 年起对华半导体产业征关税。 这也是美国对华科技竞争策略的一部分，后续国产替代的进程或加 快。 整体上看，外围进入圣诞假期，隔夜走势对 A 股中性偏多。国内 A 股步入年底，资金布局明年的行情， ...

1.单日涨幅榜 | 证券代码 | 证券间称 | 单日净值增长率(%) | 近1周回报(%) | 今年以来回报(%) | 基金经理(现任) | 基金规模(亿元) | | --- | --- | --- | --- | --- | --- | --- | | 019143.OF | 东财景气驱动A | 7.97 | 2.12 | 18.3 | 方一航 | 0.15 | | 015789.OF | 永赢高端装备智选A | 7.16 | 6.25 | 64.41 | 张璐 | 11.35 | | 004321.OF | 前海开源户港深强国产业 | 6.24 | 7.98 | 23.71 | 魏淳 | 1.22 | | 018815.OF | 方正富邦核心优势A | 5.55 | 7.21 | 11.77 | 吴 | 0.4 | | 000690.OF | 前海开源大海洋 | 5.31 | 9.18 | 28.81 | 刘宏 | 2.12 | | 018375.OF | 金信景气优选A | 5.08 | 4.36 | 12.48 | 杨超 | 0.07 | | 004666.OF | 长城久嘉创新成长A | 5.04 ...

2025.12. 24 市场呈现强普涨特征,市场情绪回暖,赚钱效应 从"局部修复"转向"全面扩散",是政策、景气 度与资金面共振的结果。中小盘成长股(商业航 天、算力硬件、PCB等）领涨,权重股 (如金融、 地产、消费)稳定支撑,贵金属、保险、乳业等传 统行业板块有所调整。 资金情经 主力资金净流入 A股市场呈现震荡拉升格局,三大指数均实现小幅上涨。上证指数主要受权重股稳定及题材 股轮动支撑。深证成指涨幅最大,主要受题材股活跃及中小盘成长股上涨驱动。创业板指在 科技、算力等成长股的上涨推动下实现温和涨幅。 4125家上涨 涨跌停比 37 HG 两市成交额 ● ● 万亿元 ▼1.03% 两市成交额小幅缩量,但市场普涨、抛压减轻、 资金聚焦高景气赛道,从高位题材股(如新能 源、消费电子）流向低估值蓝筹(如银行、公用 事业)与科技龙头(如AI算力、半导体)。调仓 行为导致市场"赚钱效应"分散,部分资金选择 观望,从而抑制了成交额的扩张。 散户资金净流入 机构聚焦高景气赛道. 结构分化显著. 电子、半导体、液冷设备等科技成长板块成为核心配置方向,减仓有 色金属、贵金属等传统周期板块。散户短期博弈、追逐热点，资金活跃于 ...

Group 1: Commercial Aerospace - The commercial aerospace sector relies heavily on low-cost, high-frequency launch capabilities, with reusable rockets being a key factor [4] - China's recoverable rocket technology has entered the engineering verification stage, with multiple rocket types expected to enter the initial commercialization phase in the next three years [4] - The market for commercial aerospace in China is projected to reach 10 trillion yuan by 2030, with companies like Chaojie Co. already achieving bulk deliveries of rocket components [5][12] Group 2: Key Companies in Aerospace - Xinjing Energy is expanding its capabilities in the commercial aerospace sector by enhancing its supply of key materials like liquid oxygen and liquid hydrogen, aiming to become a new growth engine for its business [13][14] - Guojijiang Precision Engineering is a monopolist in aerospace special bearings, with nearly 100% market share, and is expanding into high-growth sectors like wind power bearings [11][12] - Aerospace Development Co. is leveraging its core electronic information technology to create a closed industrial chain from satellite development to data applications, aiming to become a leading player in aerospace defense electronics [16] Group 3: Market Reactions - Chaojie Co. experienced a 20% increase in stock price following positive news about its order fulfillment and market potential [5] - Guojijiang Precision Engineering and Xinjing Energy both saw their stock prices hit the daily limit up, reflecting strong market confidence in their growth prospects [11][14] - The stock prices of companies like Xinjing Energy and Aerospace Development Co. surged significantly, indicating investor optimism in the commercial aerospace sector [14][16]