证券之星消息，12月18日元件板块较上一交易日下跌4.06%，东山精密领跌。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。元件板块个股涨跌见下表： 从资金流向上来看，当日元件板块主力资金净流出34.54亿元，游资资金净流入11.61亿元，散户资金净流 入22.93亿元。元件板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300964 | 本川智能 | 5015.86万 | 7.76% | -1454.72万 | -2.25% | -3561.14万 | -5.51% | | 688539 高华科技 | | 4108.50万 | 8.87% | -347.82万 | -0.75% | -3760.68万 | -8.12% | | 603920 世运电路 | | 3343.32万 | 3.54% | 2773.03万 | 2.93% | -6 ...

中国经济网北京12月18日讯 沪指午后延续红盘，窄幅震荡，深证成指和创业板指则进一步下探。截 至收盘，上证指数报3876.37点，上涨0.16%，成交额7048.96亿元；深证成指报13053.98点，下跌1.29%， 成交额9505.87亿元；创业板指报3107.07点，下跌2.17%，成交额4443.96亿元。 行业板块方面，医药商业、银行、化学纤维等板块涨幅居前，元件、电池、电子化学品等板块跌幅居 前。 A股市场板块涨跌幅排行 | 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 | 医药陶业 | 5.92 | 1376.51 | 145.18 | 10.67 | 32 | 0 | | 2 | 银行 | 1.81 | 3367.16 | 267.26 | 75.68 | 42 | 0 | | 3 | 化学纤维 | 1.73 | 694.72 | 54.50 | -0.50 | ટ | ന | | 4 | 幸 ...

Market Overview - A-shares showed mixed performance on December 18, with the Shanghai Composite Index rising by 0.16% to 3876.37 points, while the Shenzhen Component Index fell by 1.29% to 13053.97 points, and the ChiNext Index dropped by 2.17% to 3107.06 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.66 trillion, with nearly 2900 stocks rising [1] Sector Performance Banking Sector - Bank stocks experienced a broad increase, with Shanghai Bank and Chongqing Rural Commercial Bank rising over 3% [1] Retail Sector - Retail concepts showed strength, with Central Plaza and Shanghai Jiubai hitting the daily limit [1] Commercial Aerospace - The commercial aerospace sector was active, with multiple stocks including Shengyang Technology and Shunhao Co. hitting the daily limit [1][2] Pharmaceutical Sector - The pharmaceutical sector continued to perform well, with stocks like Luyan Pharmaceutical and Zhongyao Holdings hitting the daily limit [1][3] Consumer Sector - The consumer sector, including retail, apparel, and food and beverage, led the gains, with stocks like Baida Group achieving six consecutive limits [1][4] Institutional Insights Economic Policy Outlook - Everbright Securities anticipates a favorable cross-year market for A-shares, supported by ongoing domestic economic policies and historical performance trends [5] - Huaxi Securities suggests focusing on the consumer sector as technology rotation slows down, with an emphasis on the high-low cut logic [6] - Bank of China Securities views A-shares as being in a "bull market continuation" phase, highlighting the importance of technology and anti-involution themes for future investment [7]

| 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） ■ 总成交额（亿元）▼ | | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 医药商业 | 4.40 | 806.73 | 88.76 | 3.21 | 32 | 0 | | 2 | 幸工电子 | 2.73 | 1444.03 | 306.12 | 22.92 | ਟਰੇ | ന | | 3 | 化学纤维 | 2.32 | 476.08 | 37.05 | 1.33 | 28 | 0 | | ব | 贸易 | 1.98 | 245.94 | 15.20 | 1.50 | 15 | 0 | | ട | 幸工凝备 | 1.94 | 1460.17 | 377.71 | 39.60 | રક | 15 | | 6 | 服装家纺 | 1.91 | 679.75 | 57.51 | 1.52 | ୧୫ | 7 | | 7 | 包装印刷 | 1.88 | 676.09 | 89.39 | 3.92 | 34 | 10 | | 8 | 雪隻 | 1.83 | 388 ...

A股三大指数涨跌不一，截至午间收盘，沪指涨0.16%报3876.4点，深证成指跌0.85%，创业板指跌 1.81%，北证50涨0.64%。全市场成交额10592亿元，较上日成交额放量190亿元，超3600股上涨。盘面 上，商业航天概念股爆发，医药商业、军工装备、IP经济板块涨幅居前；元件、海南、电池板块走低。 中金公司正在筹划吸收合并东兴证券、信达证券，东兴证券涨停，中金涨超5%，信达证券涨4.55%。 ...

证券之星消息，12月17日元件板块较上一交易日上涨5.31%，生益电子领涨。当日上证指数报收于 3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。元件板块个股涨跌见下表： 从资金流向上来看，当日元件板块主力资金净流入27.94亿元，游资资金净流出14.28亿元，散户资金净 流出13.67亿元。元件板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

证券之星消息，12月16日元件板块较上一交易日下跌0.05%，迅捷兴领跌。当日上证指数报收于 3824.81，下跌1.11%。深证成指报收于12914.67，下跌1.51%。元件板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日元件板块主力资金净流出2.69亿元，游资资金净流入9014.55万元，散户资金净 流入1.79亿元。元件板块个股资金流向见下表： ...

电子 | 证券研究报告 — 最新信息 2025 年 12 月 16 日 002938.SZ 买入 原评级：买入 市场价格:人民币 47.89 板块评级:强于大市 股价表现 (%) 今年 至今 1 个月 3 个月 12 个月 绝对 34.5 7.4 (11.8) 33.2 相对深圳成指 4.5 8.2 (12.6) 10.8 发行股数 (百万) 2,318.05 (27%) (5%) 17% 39% 61% 83% Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 鹏鼎控股 深圳成指 | 流通股 (百万) | 2,309.38 | | --- | --- | | 总市值 (人民币 百万) | 111,011.46 | | 3 个月日均交易额 (人民币 百万) | 1,780.60 | | 主要股东 | | | 美港实业有限公司 | 66.19 | | lingyao.su@bocichina.com | | --- | | 证券投资咨询业务证书编号：S1300522080003 | 证券分析师： ...

证券之星消息，12月15日元件板块较上一交易日下跌2.67%，骏亚科技领跌。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。元件板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日元件板块主力资金净流出25.4亿元，游资资金净流入5.44亿元，散户资金净流 入19.96亿元。元件板块个股资金流向见下表： ...

Investment Rating - The report maintains a "Buy" rating for the company [2][4] Core Views - The company demonstrates confidence through its second phase of restricted stock incentive plan, indicating strong commitment [4][9] - The AI and storage sectors continue to show favorable market conditions, supporting the company's growth prospects [4][9] Financial Projections - The company is expected to achieve revenues of RMB 230.02 billion, RMB 321.10 billion, and RMB 419.23 billion for the years 2025, 2026, and 2027 respectively [6] - Projected net profits for the same years are RMB 33.41 billion, RMB 58.16 billion, and RMB 76.43 billion, with corresponding EPS of RMB 5.01, RMB 8.72, and RMB 11.46 [6] - The PE ratios for 2025, 2026, and 2027 are projected to be 38.4, 22.0, and 16.8 respectively [6] Revenue and Profit Growth - The company’s main revenue is projected to grow from RMB 13,526 million in 2023 to RMB 41,923 million by 2027, reflecting a compound annual growth rate (CAGR) of approximately 30.6% [8] - The net profit is expected to increase from RMB 1,398 million in 2023 to RMB 7,643 million in 2027, indicating a significant growth trajectory [8] Shareholder Incentives - The incentive plan involves granting 15.16 million shares, representing 2.27% of the total share capital, with a grant price of RMB 114.72 per share [9] - The plan aims to align the interests of management and key personnel with the company's long-term performance [9] Market Position and Strategy - The company is enhancing its high-end PCB production capacity through new factories and technological upgrades, which will support future demand [9] - The focus on AI computing upgrades and structural growth in the storage market is expected to drive revenue and profit growth [9]