（文章来源：证券时报网） Choice统计显示，12月23日，沪深两市可交易A股中，上涨个股有1479只，下跌个股有3603只，平盘个 股有82只。不含当日上市新股，共有68只个股涨停，16只个股跌停。从所属行业来看，涨停个股主要集 中在化工、机械设备、建筑装饰、轻工制造、电力设备等行业。 ...

09:29海南板块延续强势，海汽集团、海南瑞泽3连板，海峡股份涨停，康芝药业、海南机场、海南海 药、神农种业等多股高开。 09:27广期所铂、钯期货主力合约均打开涨停板。 09:25 A股开盘丨三大指数集体高开 | | 祥源文旅 600576 | | 泰 旅游及酒店 -0.33% | | 同行对比 | | --- | --- | --- | --- | --- | --- | | | 5. 85 -0.23 -3.78% 陆 | | 资金分析(万元) | | ? 排名 | | 委比 | +90.66% | | 王力流入: 8408 | | | | 5 | | 5.89 | 199.7 172 | 8% | 14% | | ਸ | | 5.88 | 主力流出: 74 | 27% 资金 | 21% | | | | | 117.8 | 品 | | | 3 | | 5.87 | 19 | | | | 2 | | 5.86 | 王力挣流人 20 | 14% | 12% | | 1 | | 5.85 | 81.9 148 | | | | 1 | | 5.84 | 126 | | | | 212 2 | | 5.83 | ...

封死涨停的个股中，*ST万方、ST西发等25股为ST股。从连续涨停天数看，*ST宁科已连收8个涨停 板，连续涨停板数量最多；胜通能源收获7连板。 （原标题：揭秘涨停丨海南自贸区热门股封单超7亿元） 截至今日（12月22日）收盘，上证指数报收3917.36点，上涨0.69%；深证成指收于13332.73点，上涨 1.47%。创业板指上涨2.23%；科创50指数上涨2.04%。 不含未开板新股，今日可交易A股中，上涨个股超2900只，占比超50%，下跌个股超2200只。其中，收 盘封死涨停的有105只，跌停股有8只。另外，43股封板未遂，整体封板率为70.95%。 据证券时报·数据宝统计，封死涨停个股中，以所属行业来看，上榜个股居前的行业有建筑装饰、交通 运输、电力设备行业，上榜个股分别有12股、8股、8股。 校对：祝甜婷 以封单金额计算，海南发展、胜通能源、山子高科涨停板封单资金居前，分别为7.2亿元、6.94亿元、 5.59亿元。 从封单力度来看，庄园牧场、胜通能源、德联集团力度较大，分别为19.74%、12.25%、9.77%。 声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。 ...

行 业 研 究 / 建 筑 装 饰 / 证 券 研 究 报 告 建筑装饰行业周报 11 月固投累计降幅环比扩大，看好宽松 政策带动需求改善 2025 年 12 月 22 日 【投资要点】 【配置建议】 相关研究 《中央经济会议定调"双宽松"，增量政策 及重点工程有望推进》 2025.12.16 挖掘价值 投资成长 强于大市（维持） 东方财富证券研究所 证券分析师：王翩翩 证书编号：S1160524060001 证券分析师：郁晾 证书编号：S1160524100004 相对指数表现 -20% -10% 0% 10% 20% 30% 2024/12 2025/6 2025/12 建筑装饰 沪深300 《六部门联合发布促进消费方案，推荐机 器人转型企业》 2025.12.01 《美方就结束俄乌冲突提出 28 点新计划， 继续关注"一带一路"周边地区出海》 2025.11.24 《10 月固投延续下滑，适度宽松的货币政 策持续发力，看好战略工程推进》 2025.11.20 《沉潜与时近，古韵焕新声》 2025.11.16 板块行情回顾：上周建筑装饰（SW）指数下跌 0.1%，全部 A 股指数 上涨 0.03%，板块未 ...

（文章来源：证券时报网） Choice统计显示，12月22日，沪深两市可交易A股中，上涨个股有2836只，下跌个股有2133只，平盘个 股有190只。不含当日上市新股，共有104只个股涨停，8只个股跌停。从所属行业来看，涨停个股主要 集中在电力设备、建筑装饰、医药生物、通信、交通运输、化工等行业。 ...

Core Viewpoint - The capital market is navigating through a complex macro landscape, with resource commodities emerging as a central focus for asset allocation due to global shifts, industrial cycles, and domestic policy directions [1] Group 1: Equity Market Outlook - The A-share market is expected to exhibit a more balanced style in the coming year, with value sectors likely to be revalued due to attractive valuations and high dividend strategies amid economic recovery [1][2] - The technology growth sector, while still a core direction for long-term industrial upgrades, is undergoing significant changes, shifting from broad speculation on frontier technologies to a focus on performance verification [1][2] Group 2: Global Perspective on Resource Commodities - The investment logic for resource commodities is rooted in structural changes driven by global macro shifts, highlighting their "scarcity" and "inflation resilience" [3] - Supply constraints and rising costs are evident as high-quality mining sources deplete, leading to increased extraction costs for key industrial metals like copper, aluminum, zinc, lead, and nickel [3] - Demand remains robust, driven by global energy transitions and re-industrialization, with strategic importance placed on resources like copper and aluminum, which are now considered as critical as "oil in the new era" [3] Group 3: Domestic Perspective on Cyclical Resource Commodities - The domestic cyclical resource sector presents unique investment opportunities due to improved supply-demand dynamics, leading to enhanced profitability and dividend attractiveness [5] - Capital expenditure has peaked in many domestic resource sectors, with limited new supply, while policies promoting "de-involution" and "unified market" are optimizing industry structures and stabilizing prices [5][6] - The aluminum industry, for instance, is experiencing a tight supply-demand balance, allowing companies to maintain strong profitability and cash flow, thus supporting high dividend yields [6] Group 4: Investment Fund Focus - The TaiKang Resource Select Fund aims to capitalize on historical opportunities in the resource sector, focusing on a wide range of resource-related industries [8][9] - The fund is positioned as a cyclical growth fund, targeting high elasticity sub-sectors and leveraging macro research to identify structural opportunities within the resource commodities market [10][12]

Group 1 - Zhonghuan Environmental announced a plan to raise no more than 300 million yuan by issuing shares to specific investors, with the funds intended for working capital and repaying bank loans [1] - Hu塑股份' shareholders plan to reduce their holdings by no more than 2% of the company's shares, with specific amounts detailed for each shareholder [2] - Sanqi Interactive Entertainment's subsidiary plans to invest up to 50 million yuan in a fund focused on the AI industry, with the fund's total target size between 300 million to 400 million yuan [3] Group 2 - Aikolan's actual controller Liu Yi has released a pledge on 7.9 million shares, with a total of 4.8 million shares still pledged, representing 16.7% of his holdings [4] - Anhui Construction Group is involved in 14 lawsuits with a total amount exceeding 859 million yuan, primarily related to construction contract disputes [5] - Hefei Urban Construction's subsidiary won the land use rights for an industrial plot in Hefei, with a total bid amount of 1.6933 million yuan [6] Group 3 - Xinbo Co., Ltd. plans to invest 24.6 million yuan to establish an alloy materials research institute, focusing on R&D for sectors like new energy vehicles and photovoltaics [7] - COFCO Technology's director and general manager Zhang Guo resigned due to work adjustments, with the company’s revenue composition heavily reliant on agricultural product processing [8]

今日早盘，A股市场集体走强，沪指收复3900点关口，创业板指一度涨超2%。沪深两市半日成交额1.19万亿，较上个交易日放量977亿。盘面上热点 快速轮动，全市场近3500只个股上涨。 从板块来看， 海南自贸概念集体爆发， 海汽集团、海南瑞泽等近20股涨停。商业航天概念反复走强，神剑股份、北斗星通涨停。 算力硬 件概念表现活跃，"易中天"光模块三巨头集体上涨。 半导体设备股拉升，拓荆科技等多股创历史新高。下跌方面，AI医疗概念震荡回落， 华人健康大跌。 板块方面， 海南自贸区、贵金属、算力硬件等板块涨幅居前， 医药商业、影视院线、银行等板块跌幅居前。截至收盘，沪指涨0.64%，深 成指涨1.36%，创业板指涨1.8%。 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 ...

证券时报·数据宝统计显示，亚翔集成所属的建筑装饰行业，目前整体涨幅为0.58%，行业内，目前股价 上涨的有97只，涨停的有上海港湾、圣晖集成等7只。股价下跌的有50只，跌幅居前的有华图山鼎、 *ST正平、尤安设计等，跌幅分别为5.17%、4.03%、3.06%。 机构评级来看，近10日共有1家机构对该股进行评级，12月12日华泰证券发布的研报给予公司目标价为 95.40元。 亚翔集成股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有14个交易日股价刷新历史 纪录。截至10:32，该股目前上涨8.68%，股价报97.28元，成交412.18万股，成交金额3.89亿元，换手率 1.93%，该股最新A股总市值达207.56亿元，该股A股流通市值207.56亿元。 公司发布的三季报数据显示，前三季度公司共实现营业收入31.09亿元，同比下降29.63%，实现净利润 4.42亿元，同比增长0.78%，基本每股收益为2.0700元，加权平均净资产收益率23.06%。（数据宝） （文章来源：证券时报网） ...

Core Insights - The demand for cash flow returns and assets with valuation safety margins has increased among investors in a low interest rate environment, making central enterprise dividend assets a focal point for long-term capital [1] - The Central Enterprise Dividend 50 Index Fund by Bank of China Fund is positioned as an effective tool for investors to efficiently allocate in this sector [1] Group 1: Central Enterprise Dividend Assets - Central enterprise dividend assets have gained attention due to multiple factors, including China's shift towards high-quality economic development, which supports dividend distribution [2] - The total cash dividends of A-shares reached 2.34 trillion yuan in 2024, a significant increase from 1.44 trillion yuan in 2020 [2] - Central enterprises, as key pillars of the national economy, are expected to enhance profit distribution policies and increase dividend levels as state-owned enterprise reforms continue [2] Group 2: Investment Characteristics - Central enterprise listed companies exhibit characteristics of "high dividends and low valuations," making them attractive for investment [2] - The Central Enterprise Index has a TTM price-to-earnings ratio of 12.14, lower than that of the Central State-Owned Enterprise Index (14.42), Central Private Enterprise Index (50.61), and the Central All Index (20.99) [2] - The dividend yield of the Central Enterprise Index is approximately 3.24%, higher than that of the Central State-Owned Enterprise Index (2.83%), Central Private Enterprise Index (1.14%), and Central All Index (2.00%) [2] Group 3: Investment Tools and Strategies - The Central Enterprise Dividend 50 Index Fund is designed to capture core opportunities within the central enterprise dividend assets by selecting 50 high cash dividend yield companies from the central enterprises [4] - The index samples are concentrated in sectors such as transportation, coal, and construction, with significant representation in oil and gas and non-ferrous metals, indicating sensitivity to economic recovery [4] - The top ten weighted stocks in the index account for 36.48% of the total, with an average dividend yield of 4.49%, highlighting strong dividend and profit levels [4] Group 4: Market Response - The rising interest in dividend strategies has led to a rapid response from product and capital sides, with significant growth in related thematic fund sizes, reflecting institutional and long-term capital recognition [5] - The investment team at Bank of China Fund aims to closely track the index to provide a quality investment experience for investors interested in central enterprise dividend assets [5]