12月24日，福建本地股盘中持续走强，板块内多股涨停。安记食品、合兴包装、安通控股均走出3连 板行情， 三木集团、 昇兴股份、欣贺股份涨停。 东百集团大涨超9%，此前一度涨停；南王科技、厦门国贸、嘉亨家化等多股跟涨。 封关运作基础支撑。 编辑 ｜ 钉钉 | 代码 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | --- | | 002752 | 昆兴股份 | +10.01% | 8.24 | | 003016 | 欣贺股份 | +10.01% | 10.33 | | 603696 | 安记食品 | +9.98% | 26.88 | | 000632 | 三木集团 | +9.98% | 6.50 | | 002228 | 合兴包装 | +9.98% | 5.95 | | 600179 | 安通控股 | +9.96% | 5.41 | | 600693 | 东百集团 | +9.69% | 21.39 | | 301355 | 南王科技 | +8.10% | 15.62 | | 600755 | 厦门国贸 | +7.48% | 7.04 | | 688807 | Ｃ优迅 | +7.14% ...

通过短暂的采访调研，去了解一个城市和写企业出海趋势，都很容易盲人摸象。 林雪萍《大出海》书中写墨西哥市场环境时提到，那些流传广远的内容迎合了人们的想象。 当这些国家被当成一个简单标签组合的存在时，人们更容易传播符合自己想象的内容。在新的社交茧 房，持有相同观点的人相互验证。 在认识中东城市的过程中，也是如此，在短视频的世界里，中东通常都是和"土豪"标签关联在一起，在 一些网红博主和房地产中介的塑造里，那边好像遍地是黄金，人人富得流油。但是，在迪拜老城区仍然 能看到密集的南亚劳工，街头的骑手，他们的收入并不高。 迪拜确实也是开放度高和擅长营销的城市。在走马观花的实地采访中，可以感受到的是，以阿联酋、沙 特为代表的中东国家，迎来了越来越多的中国企业、商务精英、游客等。 最近一周，小红书上遍布刘亦菲在阿布扎比看F1赛事的穿搭帖，以及她参观扎耶德国家博物馆"出片神 图"。 同样，迪拜经济和旅游部对中国媒体发布了关于蔡依林新专辑《Pleasure》主打曲《Fish Love》MV在 迪拜取景的消息，MV取景覆盖沙漠、海湾、老城区、黄金相框等标志性景点元素。 迪拜经济和旅游部在推介文案中再一次强调持续推进的"欢迎中国"战 ...

（来源：财闻） "八连板"胜通能源称，如未来公司股票价格进一步上涨，公司可能向深圳证券交易所申请停牌核查。 项目投资 九丰能源（605090.SH）：公司特种气体业务的战略定位为航空航天特气，并锚定商业航天特燃特气需 求领域。除海南商业航天发射场特燃特气配套项目外，公司积极拓展山东海阳东方航天港、甘肃酒泉卫 星发射中心等其他商业航天发射基地的特燃特气合作项目，并全部进入实施阶段。 截至目前，公司多次与上海航天设备制造总厂有限公司（隶属中国航天科技集团有限公司第八研究院） 签署相关协议；公司多次与中国航天科技集团商业火箭有限公司（隶属中国航天科技集团有限公司）签 署相关协议；公司与中国长征火箭有限公司（隶属中国航天科技集团有限公司第一研究院）签署相关协 议，与北京天兵科技有限公司签署相关协议；公司已中标上海空间推进研究所（隶属中国航天科技集团 有限公司第六研究院）三年期氦气、氮气等产品综合保障服务项目。 重大合同 宁波华翔（002048.SZ）：公司下属子公司宁波华翔启源科技有限公司与国内某头部机器人关节厂商签 订了《机器人关节委托生产合同》，将在未来两年内为其生产制造部分机器人关节产品。该合作将有利 于华翔启 ...

新浪科技讯 12月23日晚间消息，近日，阿里巴巴旗下源头厂货平台1688举办商业领袖年度峰会，揭晓 平台2025年商业领袖奖获奖名单，覆盖消费品、工业品等多个行业领域。 会上，1688商家发展中心相关人士表示："在AI时代，生意能否成功，不再依赖低价竞争，而在于确定 性——订单稳、交货稳、运营稳。增长不是'卷'出来的，而是'稳'出来的。企业越可靠，客户越敢下 单，平台也越愿意为其匹配更多商机。"另有专家在演讲中指出，中国经济正处于K型分化阶段，只有 主动拥抱数字化、具备经营韧性的企业，才能穿越周期波动。 据悉，目前已有越来越多商家在1688上从规模化流量争夺转向精细化供应链价值深耕。与此同时，1688 也正与核心商家共同构建确定性履约能力与AI化经营体系，推动平台、商家、买家三方共赢，在K型分 化的行业格局中抢占领先地位。 尽管本届获奖企业来自不同行业、各具特色，但均呈现出显著共性：中国制造业的竞争焦点，正从外部 资源比拼转向内部能力锻造。 面对质量稳定性不足、产业结构失衡等多重挑战，制造业正通过构建全链条创新生态、推进智能制造技 术革新、优化要素资源配置等路径寻求突破。在人工智能、大数据、物联网等新技术赋能 ...

（记者 王晓波） 合兴包装（002228.SZ）12月23日在投资者互动平台表示，目前公司在海南暂无业务涉足。 每经AI快讯，有投资者在投资者互动平台提问：公司在海南有业务吗？ ...

Economic Policy and Consumer Trends - The Central Economic Work Conference prioritized expanding domestic demand, aiming to build a strong domestic market[2] - The "reward economy" is emerging as a new consumption model, particularly among younger consumers, driven by psychological needs and stress relief[9] - The emotional economy market in China is projected to reach 4.5 trillion yuan by 2029, growing from 2.3 trillion yuan in 2024[19] Market Performance - 88% of companies in the North Exchange's consumer service sector saw stock price increases, with a median price change of +3.64% during the week of December 15-19, 2025[2] - The median price-to-earnings (P/E) ratio for the consumer sector rose from 45.7X to 51.8X, indicating increased investor confidence[2] - The total market capitalization of consumer service companies increased from 115.28 billion yuan to 116.78 billion yuan, with a median market cap rise from 1.895 billion yuan to 2.047 billion yuan[2] Industry Insights - Key sectors benefiting from policy support include cultural IP, pet food, cosmetics, and food and beverage industries, with notable companies listed on the North Exchange[2] - The emotional economy is reshaping consumer behavior, leading to a demand for innovative products and services that provide emotional value[10] - The consumer sentiment is shifting towards experiences and emotional fulfillment, with nearly 30% of young consumers engaging in purchases for emotional healing[11]

| | 连板仅用受 12.22 12.22 12.22 截至收盘新获连板个股 | | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | *ST宁科 | 8 | 合成生物 | | 胜通能源 | 7 | 天然气 | | 鹭燕医药 | 4 | 医药 | | 庄园牧场 | র্ব | 乳业 | | 嘉美包装 | র | 包装 | | *ST万方 | 3 | 车工 | | 神剑股份 | 3 | 商业航天 | | ST尔雅 | 3 | 服装 | | 红棉股份 | 2 | 食品饮料 | | 海南海药 | 2 | 海南自贸区 | | 山子高科 | 2 | 汽车+半导体 | | 楚环科技 | 2 | 环保设备 | | 国机精工 | 2 | 商业航天 | | 海南发展 | 2 | 海南自贸区 | | 海南瑞泽 | 2 | 海南自贸区 | | 德联集团 | 2 | 核电 | | *ST双成 | 2 | 海南自贸区 | | --- | --- | --- | | *ST东易 | 2 | 算力+家装 | | 中国一重 | 2 | 可控核聚变+商业航天 | | 海汽集团 | 2 | 海南自贸区 | ...

格隆汇12月22日丨合兴包装(002228.SZ)在投资者互动平台表示，公司与旺旺保持着良好的合作关系， 为旺旺提供纸箱包装等服务。 ...

Investment Rating - The report maintains an "Outperform" rating for the light industry sector [3] Core Insights - The number of transformation companies in the light industry has significantly increased this year, particularly in traditional sectors such as home furnishings and packaging. If industry sentiment improves, market share is expected to accelerate towards leading companies [2][6] - Minhua Holdings announced a plan to acquire a U.S. furniture manufacturer for $32 million, with the current stock price corresponding to a PE ratio of approximately 8x for the fiscal year 2026, indicating a potential valuation recovery opportunity [2][6] Summary by Sections 1. Weekly Market Performance - The light industry sector outperformed the market with an index increase of 1.80% compared to a 0.28% decline in the CSI 300 index from December 15 to December 19, 2025 [16] - Sub-sectors such as packaging (+1.53%), home goods (+1.96%), and entertainment products (+2.51%) also showed positive performance [16] 2. Home Furnishings - In November, the home furnishings sector faced continued pressure, with retail sales of furniture down 3.8% year-on-year and a significant decline in residential construction area by 28% [31][38] - The number of transformation companies in the home furnishings sector has increased, indicating a potential market share consolidation towards leading firms if the industry sentiment improves [2][31] 3. Paper and Packaging - As of December 19, 2025, prices for various paper products showed a decline, with boxboard prices down by 82.4 yuan/ton and corrugated paper prices down by 162.5 yuan/ton [48] - The report indicates a decrease in waste paper prices, attributed to insufficient support from domestic waste and weakened demand [54] 4. Consumer Products - The report highlights the strategic initiatives of Baiya Co., which aims to enhance its market presence through brand empowerment and product innovation, targeting a top position in the offline market by 2026 [10] - Recommendations include focusing on companies with strong growth potential in the personal care and stationery sectors, such as Kangnai Optical and Morning Glory [10] 5. New Tobacco Products - The report notes increased regulatory scrutiny on electronic cigarettes, which may enhance the competitive advantage of compliant companies in the long term [10] - Companies like Smoore International are expected to benefit from the global rollout of their diverse product lines [10] 6. Textile and Apparel - The textile and apparel sector also outperformed the market, with an index increase of 2.18% during the same period [24] - Companies such as Huamao Co. and Xinyi Technology showed strong stock performance, indicating positive market sentiment [29]

Core Insights - Yu Hao, founder and CEO of Chasing Technology, was awarded the "2025 Cover Character Influence Industry Innovation Award" for leading the company towards high-end markets and making technological innovation accessible to the public [1][3]. Company Overview - Chasing Technology, founded in 2017, has become a global high-end technology brand, with products spanning high-end smart home appliances, smart cars, smart kitchen appliances, smart cleaning devices, outdoor smart equipment, and personal care products [4]. - The company has achieved a compound annual growth rate of over 100% for six consecutive years, positioning itself as a flagship of Chinese technological innovation on the global stage [3][8]. Strategic Focus - The company emphasizes a high-end, technological, and fashionable core competitiveness in the global market, adhering to a "long-termism" approach to enhance product innovation and brand recognition [5]. - Since 2023, Chasing Technology has successfully implemented its high-end brand strategy, achieving efficiency improvements, brand elevation, and market share growth, overcoming the industry's "impossible triangle" challenge [7]. Market Performance - Chasing Technology has achieved the number one market share in nearly 20 countries and regions, including Germany, France, and Singapore, demonstrating the importance of technological innovation for high-end technology brands [8]. Technological Innovation - Yu Hao believes that "core technology is fundamental," and the company invests significantly in research and development, allocating one-third of its budget to existing technology iterations, one-third to innovations in existing fields, and one-third to new field innovations [9]. - The company holds a series of authorized patents in core technology areas, enhancing product innovation and global influence [9]. Recent Developments - Recently, Yu Hao acquired 54.90% of Jia Mei Packaging for approximately 2.282 billion yuan, aiming to inject vitality into the traditional packaging industry through technological innovation and drive globalization efforts [10]. - The future global industry landscape is expected to present opportunities through the combination of China's manufacturing and engineering talent, disruptive technologies, and the restructuring of global supply chains [10].