2025年12月30日，合众思壮（sz002383）触及涨停，涨停价13.27元，涨幅10.03%，总市值98.25亿元， 流通市值98.25亿元，截止发稿，总成交额13.74亿元。 根据喜娜AI异动分析，合众思壮涨停原因可能如下，公司治理优化+研发贷款支持+卫星导航： 1、合众 思壮近期推进多项公司治理结构优化措施，如取消监事会设职工董事获 99.9%高票通过，简化决策流程 且符合新《公司法》趋势；2025 年 12 月 24 日新聘职工代表董事马冉茂，增强职工参与治理，提升内 部监督。同时系统性修订 7 项核心制度，明确独立董事专门会议机制，提升决策独立性，这些举措有助 于公司长期稳定发展。 2、公司获得国开行 2.02 亿元研发贷款，增强技术储备。其以卫星导航技术为基 础，业务覆盖高精度、时空物联、智能制造等方向，研发投入的增加有望提升公司在相关领域的竞争 力。近期卫星导航概念受市场关注，板块内部分个股表现活跃，合众思壮或受板块联动影响。 3、财务 方面，公司 Q3 经营活动现金流同比增长 134.36%，现金流改善。从资金流向看，当日可能有资金流入 推动股价涨停。技术形态上，若结合相关指标，可能呈现出 ...

Group 1 - The core viewpoint of the news is that Huali Chuangtong has experienced a significant stock price increase, with a 13.64% rise over four consecutive days, reaching a price of 28.20 yuan per share and a market capitalization of 186.87 billion yuan [1] - Huali Chuangtong, established on June 1, 2001, and listed on January 20, 2010, operates in various sectors including satellite navigation systems, radar simulation testing equipment, broadband signal recording and generation, and urban rail transit equipment [1] - The company's main business revenue composition includes satellite applications (48.32%), electromechanical simulation testing (21.90%), simulation application integration (12.01%), radar signal processing (10.70%), agency and others (5.77%), and rail transit applications (1.30%) [1] Group 2 - From the perspective of fund holdings, Huali Chuangtong is a significant investment for Huabao Fund, with the Huabao National General Aviation Industry ETF increasing its holdings by 87,900 shares in the third quarter, now holding a total of 130,600 shares, representing 2.91% of the fund's net value [2] - The Huabao National General Aviation Industry ETF has a current scale of 1.02 billion yuan and has achieved a return of 29.92% since its inception on April 18, 2025 [2] - The fund managers, Zhang Fang and Cao Xucheng, have varying tenures and performance records, with Zhang having a best return of 57.25% and Cao achieving a best return of 113.5% during their respective management periods [2]

12月29日，中海达跌0.68%，成交额3.71亿元。两融数据显示，当日中海达获融资买入额3809.91万元， 融资偿还4264.94万元，融资净买入-455.03万元。截至12月29日，中海达融资融券余额合计4.71亿元。 融资方面，中海达当日融资买入3809.91万元。当前融资余额4.70亿元，占流通市值的6.17%，融资余额 低于近一年30%分位水平，处于低位。 融券方面，中海达12月29日融券偿还1200.00股，融券卖出3800.00股，按当日收盘价计算，卖出金额 3.89万元；融券余量2.41万股，融券余额24.68万元，低于近一年10%分位水平，处于低位。 资料显示，广州中海达卫星导航技术股份有限公司位于广东省广州市番禺区南村镇鸿创二街6号，成立 日期2006年6月21日，上市日期2011年2月15日，公司主营业务涉及高精度定位技术产业链相关软硬件产 品和服务的研发、制造和销售,以北斗高精度定位装备、高精度时空信息解决方案两大产品体系为基础, 重点发展测绘与空间地理信息、北斗高精度智能应用两大核心业务领域。主营业务收入构成为：高精度 定位装备及行业解决方案83.32%，时空数据及信息化16.68 ...

Core Viewpoint - The A-share market is experiencing a shift from broad-based gains to structural depth, with a clear focus on two main lines: resource sectors and technology [1] Group 1: Market Performance - The Shanghai Composite Index rose by 0.31%, while the ChiNext Index saw a slight decline, indicating a "strong Shanghai, weak Shenzhen" market dynamic [1] - The leading sectors include oil and petrochemicals, national defense, and electronics, while utilities, pharmaceuticals, and consumer sectors are declining [1] Group 2: Drivers of Nonferrous Metals - Global liquidity expectations are influencing resource pricing, with the U.S. CPI data reinforcing expectations for Federal Reserve rate cuts, benefiting precious metals like gold and silver, as well as copper [2] - The structural reshaping of demand in the new energy sector is providing a growth narrative for traditional industrial metals, with copper being termed the "electrification metal" and aluminum as the "lightweight metal" [2] - The rigid constraints of supply and demand fundamentals are a foundational element for price increases, particularly evident in silver, which has faced a significant supply shortage for five consecutive years [2] - Geopolitical risks and domestic policies are acting as dual catalysts, enhancing the safe-haven value of precious metals while supportive fiscal policies in China provide a potential recovery space for industrial metal demand [2] Group 3: Investment Outlook - The active nonferrous metals sector is not isolated but aligns with the strong performance of the technology growth sector, indicating two major investment strategies: "buy inflation/revaluation" (resources) and "buy growth/future" (technology) [3] - The upcoming cross-year market is expected to present more structural opportunities than index-based ones, with a focus on identifying where the opportunities lie [3] - Key areas to watch include nonferrous metals with tight supply-demand dynamics (copper, silver), hard technology sectors on the brink of domestic production and new technologies (semiconductor equipment, AI applications), and high-end equipment manufacturing capable of international expansion and upgrades [3]

南财智讯12月28日电，北斗星通公告，公司股票交易价格连续3个交易日（2025年12月24日、2025年12 月25日、2025年12月26日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经核查， 公司前期披露的信息不存在需要更正、补充之处；近期公共媒体未报道可能对公司股价产生较大影响的 未公开重大信息；生产经营情况正常，内外部经营环境未发生重大变化；公司、控股股东和实际控制人 不存在应披露而未披露的重大事项，或处于筹划阶段的重大事项；控股股东、实际控制人及其一致行动 人在股票异常波动期间未买卖公司股票；公司部分高级管理人员此前披露的减持计划已实施完成；董 事、高级管理人员在本次股票异常波动期间亦未买卖公司股票；公司不存在违反公平信息披露规定的情 形。公司董事会确认，截至公告披露日，不存在应予以披露而未披露的事项，也未获悉对股票交易价格 产生较大影响的信息；前期披露的信息无须更正或补充。 ...

Core Viewpoint - The ongoing conflict between the controlling shareholder, Guoteng Electronics, and the board of directors of Chengdu Zhenxin Technology Co., Ltd. is intensifying, with Guoteng Electronics seeking to change the board composition and assert control over the company, which is a key player in the Beidou navigation industry [2][3]. Group 1: Shareholder Meeting and Voting Outcomes - The first extraordinary general meeting of shareholders for 2025 was held on December 26, with only 15 shareholders (or their representatives) present, representing 2,168,675 shares, or 0.3853% of the total share capital [2]. - Guoteng Electronics voted against several key proposals, including the 2024 Board of Directors and Supervisors' work reports and the appointment of the auditing firm for 2025-2029, indicating a continued opposition to the current board [2]. Group 2: Board Composition and Control Issues - The vice chairman of Zhenxin Technology confirmed that Guoteng Electronics is indeed seeking to convene a shareholders' meeting to replace the board, with plans to change all board members, five of whom currently represent Guoteng [3]. - Concerns were raised regarding the controlling shareholder's nationality and potential legal issues, including the possibility of the controlling shareholder, He Yan, being under external supervision, which could impact the company's operations [3]. Group 3: Company Performance and Industry Position - Zhenxin Technology, a national high-tech enterprise, specializes in Beidou navigation, integrated circuits, and intelligent security, with strong technological independence and advantages in the military sector [3]. - For the first three quarters of 2025, the company reported revenues of 736 million yuan, a year-on-year increase of 30.56%, and a net profit attributable to shareholders of 92.78 million yuan, also up by 30.79%, with a gross margin of 61.23%, significantly higher than the industry average [3].

证券日报网讯 12月26日，七一二在互动平台回答投资者提问时表示，公司近年来稳步布局卫星通信、 卫星导航等产业领域，研制出多款天通一号、高通量卫星、北斗二号、北斗三号等通信和导航终端设 备。公司具备建设商业航天系统相关地面信关站、终端站和卫星通信网络的运行管理系统软件的研发能 力。方州科技暂无业务涉及商业航天领域。 （文章来源：证券日报） ...

资金流向方面，今日该股主力资金净流入8.11亿元，其中，特大单净流入9.89亿元，大单资金净流出 1.77亿元。近5日主力资金净流入12.31亿元。 融资融券数据显示，该股最新（12月25日）两融余额为9.45亿元，其中，融资余额为9.37亿元，融券余 额为772.93万元。近5日融资余额合计增加2.99亿元，增幅为46.85%，融券余额合计增加238.16万元，增 幅44.53%。（数据宝） 北斗星通今日涨停，全天换手率25.91%，成交额47.37亿元，振幅9.99%。龙虎榜数据显示，机构净买入 9283.03万元，营业部席位合计净买入3.65亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.68%上榜，机构专用席位净买入9283.03万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交9.18亿元，其中，买入成交额为6.88亿 元，卖出成交额为2.30亿元，合计净买入4.58亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买四、买五、卖一、卖二，合计买入 金额2.13亿元，卖出金额1.20亿元，合计净买入9283.03万元。 北斗星通12月26日交易公开信息 | 买/ ...

Core Viewpoint - The A-share market is experiencing a continuous upward trend, with the Shanghai Composite Index recording seven consecutive days of gains, driven by sectors such as commercial aerospace, large aircraft, and satellite navigation [1] Group 1: Market Trends - The macro environment characterized by the Federal Reserve's interest rate cuts and a weakening dollar is expected to create a favorable allocation window for emerging markets represented by A-shares [1] - In 2025, commodity prices, including gold, are anticipated to continue rising, while the narrative around AI remains active [1] - Domestic policies aimed at reducing internal competition are expected to boost military industry enthusiasm, with sectors such as non-ferrous metals, communications, electronics, new energy, and military industry leading the gains [1] Group 2: Future Outlook - Guotai Junan is optimistic about the performance of A-shares in 2026, believing that the "transformation bull market" is not over and that market style will shift towards quality growth [1] - An improvement in the profitability of listed companies is expected next year, along with an expansion in the scale of new market entrants, indicating more pronounced "deposit migration" trends [1] - Looking ahead to 2026, the AI theme is likely to continue, and under the backdrop of policies aimed at boosting domestic demand, undervalued consumer sectors are expected to see fundamental improvements, with a focus on specific ETFs in food and beverage (515170) and tourism (562510) [1]

12月26日，华力创通涨6.67%，截至发稿，报28.16元/股，成交2.92亿元，换手率2.05%，总市值186.61 亿元。 资料显示，北京华力创通科技股份有限公司位于北京市海淀区东北旺西路8号院乙18号楼，成立日期 2001年6月1日，上市日期2010年1月20日，公司主营业务涉及卫星导航系统应用,雷达模拟测试设备、宽 带信号记录与发生器、通用信号处理平台,机电系统的计算机仿真测试平台以及计算机仿真应用开发仿 真测试等多元化业务;城市轨道交通装备业务。主营业务收入构成为：卫星应用48.32%，机电仿真测试 21.90%，仿真应用集成12.01%，雷达信号处理10.70%，代理及其他5.77%，轨道交通应用1.30%。 从基金十大重仓股角度 数据显示，易方达基金旗下1只基金重仓华力创通。易方达国证通用航空产业ETF（159255）三季度持 有股数11.72万股，占基金净值比例为2.91%，位居第六大重仓股。根据测算，今日浮盈赚取约20.63万 元。 易方达国证通用航空产业ETF（159255）成立日期2025年7月25日，最新规模9191.86万。成立以来收益 9.25%。 截至发稿，张泽峰累计任职时间1 ...