Group 1 - Nearly 150 listed companies disclosed institutional investor research records this week, with Lingyi iTech leading with over 100 inquiries due to its acquisition announcement [2][3] - In December, around 800 companies received institutional research, with Zhongke Shuguang being the most researched, totaling 365 inquiries [3][5] - Lingyi iTech announced it will acquire 35% of Dongguan Liminda Electronic Technology Co., Ltd. for 875 million yuan, gaining control over 52.78% of voting rights [3] Group 2 - During the research period, Lingyi iTech was asked about Liminda's business in server segments and its client base, which includes major overseas clients like NVIDIA and Google [4] - Liminda specializes in thermal management solutions for enterprise-level servers, offering products such as liquid cooling connectors and heat management hardware [4] - The focus of institutional inquiries included companies' development plans for 2026, with attention on product diversification and market expansion strategies [6][7]

每经AI快讯，Wind数据显示，机构本周共调研了144家上市公司，其中领益智造（002600）最获关注， 参与调研的机构达106家。此外，普利特（002324）、光庭信息（301221）、广电计量（002967）、诺 德股份（600110）等均获超50家机构调研。从被调研总次数来看，泰和新材（002254）、燕京啤酒 （000729）、博盈特焊（301468）等获机构调研3次，箭牌家居（001322）、联环药业（600513）、中 农立华（603970）等7股均获机构调研3次。从调研行业来看，机构持续聚焦电子元件、工业机械、医疗 保健等板块。 ...

从被调研总次数来看，泰和新材、燕京啤酒、博盈特焊等获机构调研3次，箭牌家居、联环药业、中农 立华等7股均获机构调研3次。 从调研行业来看，机构持续聚焦电子元件、工业机械、医疗保健等板块。 Wind数据显示，机构本周共调研了144家上市公司，其中领益智造最获关注，参与调研的机构达106 家。此外，普利特、光庭信息、广电计量、诺德股份等均获超50家机构调研。 ...

责任编辑：钟离 财经频道更多独家策划、专家专栏，免费查阅>> 格隆汇12月26日丨雅创电子(301099.SZ)公布2025年限制性股票激励计划，本激励计划拟授予激励对象 的限制性股票数量为580.00万股，占本激励计划草案公告时公司股本总额的3.95%。本激励计划限制性 股票的授予价格为22.13元/股。 ...

人民财讯12月26日电，晶赛科技(920981)12月26日公告，公司26日与安徽铜峰电子（600237）股份有限 公司签署《产权交易合同》，通过公开摘牌方式收购铜陵市峰华电子有限公司(简称"峰华电子")100%股 权，交易价格为1元，同时公司为峰华电子承担4187.17万元债务。 晶赛科技称，峰华电子是一家主要从事石英晶振产品生产、研发及销售的企业。此次交易是基于未来发 展和规划做出的审慎决策，有助于公司进一步拓展业务布局、增强市场竞争力。 ...

Group 1: Company Overview and Operations - The company specializes in flexible printed circuit boards (FPC) and has achieved large-scale production capabilities, particularly in the electric vehicle sector [3] - The company has established partnerships with major automotive clients, including XPeng Motors, Dongfeng Nissan, and Geely, among others [3] - The company is positioned as a leading supplier in the CCS (Cell Connection System) market, with cumulative shipments exceeding 100 million units [3] Group 2: Market and Clientele - Key clients in the energy storage sector include CATL, Sungrow, and other industry leaders [5] - The company has begun mass production for a leading North American electric vehicle manufacturer [6] - The company has secured significant orders from Bloom Energy for AIDC components, indicating strong demand [7] Group 3: Future Plans and Development - The company plans to expand production capacity across multiple locations, aiming to meet increasing client demands [10] - A new production base in Ningde is expected to increase capacity by approximately 2 billion yuan [24] - The company is exploring new applications for FPC in areas such as low-altitude economy and robotics [16] Group 4: Financial Performance and Projections - The average value per electric vehicle for the company is approximately 3,000 yuan for a 100 kWh electric vehicle [26] - The company anticipates an increase in the proportion of revenue from energy storage products, which will be a key focus area in the coming year [20] - The company is committed to achieving ambitious targets set forth in its recent equity incentive plan [30]

龙虎榜数据显示，该股因日涨幅偏离值达7%上榜龙虎榜1次，买卖居前营业部中，沪股通累计净卖出 6344.14万元，营业部席位合计净买入1.63亿元。 天通股份再度涨停，6个交易日内录得3个涨停，累计涨幅为28.15%，累计换手率为78.72%。截至 10:54，该股今日成交量1.72亿股，成交金额22.46亿元，换手率13.93%。最新A股总市值达169.60亿元。 证券时报·数据宝统计，两融数据来看，该股最新（12月25日）两融余额为11.40亿元，其中，融资余额 11.35亿元，较前一个交易日增加1.04亿元，环比增长10.04%，近6日累计增加1.30亿元，环比增长 12.98%。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.25 | -4.14 | 16.26 | -17906.17 | | 2025.12.24 | 10.04 | 11.23 | 36876.76 | | 2025.12.23 | -1.25 | 8.76 | -10767.53 | | 2025.12.22 | 1.69 | ...

| | 板块名称 涨跌幅(%) 板块资金流向 | | 净流出最大 | | --- | --- | --- | --- | | 航天航空 | 1.32 | -27.85亿元 | 中航高科 | | 汽车零部件 | 0.07 | -21.67亿元 | 海联宪汇 | | 专用设备 | -0.02 | -21.14亿元 | 杰瑞股份 | | 消费电子 | -0.35 | -20.39亿元 | 科森科技 | | 半导体 | 0.01 | -20.31亿元 | 德明利 | | 电子元件 | 0.23 | -10.13亿元 | 香农芯创 | | 光学光电子 | -0.02 | -8.97亿元 | 联域股份 | | --- | --- | --- | --- | | 家电行业 | -0.39 | -8.76亿元 | 飞科电器 | | 通信设备 | 0.59 | -8.36亿元 | 航天发展 | | 物流行业 | 0.13 | -6.68亿元 | 恒基达鑫 | 据交易所数据显示，截至12月26日开盘一小时，大盘主力资金净流出154.12亿元。主力资金流出前十大板块分别为：航天航空（-27.85亿元）、 汽车零部件 （-21.67 ...

证券日报网讯 12月25日，江丰电子在互动平台回答投资者提问时表示，目前韩国江丰靶材基地正在按 计划积极推进建设中，尚未运营投产，具体进展情况请以公司后续披露的公告为准。 （文章来源：证券日报） ...

振华科技（000733.SZ）12月25日在投资者互动平台表示，公司产品可应用于AI服务器、数据中心和商 业航天，电感电容等被动元件产品的价格随行就市。请注意投资风险。 有投资者在投资者互动平台提问：公司产品是否应用于AI服务器、数据中心和商业航天？ （文章来源：每日经济新闻） ...