Group 1 - The company, Daoshi Technology (300409.SZ), has mining rights in the Democratic Republic of the Congo [1]

Group 1 - On December 23, the A-share market experienced slight fluctuations, with all three major indices closing in the green and a total trading volume of approximately 1.90 trillion yuan [1] - The total net inflow of funds into stock ETFs exceeded 38 billion yuan, with significant inflows into broad-based ETFs like the CSI A500 and thematic ETFs related to technology, satellites, and robotics [1][4] - Over the past five trading days, the CSI A500 index-related ETFs have attracted over 50 billion yuan in net inflows [1] Group 2 - As of December 23, the total scale of 1,282 stock ETFs reached 4.70 trillion yuan, with a total trading volume of 1,935.61 billion yuan, slightly down from the previous day's 1,958.19 billion yuan [2] - The top-performing ETFs on that day were all related to the battery sector, with lithium battery ETFs leading the gains, all showing increases of over 2% [2][3] - Conversely, ETFs related to the satellite and general aviation sectors performed poorly, with declines exceeding 3% [2] Group 3 - On December 23, the total net inflow of funds into the stock ETF market was 39 billion yuan, with 31 stock ETFs seeing net inflows exceeding 1 billion yuan [4] - The top sectors for fund inflows included the CSI A500, gold, Hong Kong technology, satellite industry, and robotics, with the CSI A500 alone attracting 133.6 billion yuan [4] - The AAA Sci-Tech bond saw the highest net inflow of 182.15 billion yuan, while the CSI 300 index experienced the largest net outflow of 40.24 billion yuan [4] Group 4 - The top three stock ETFs by net inflow on December 23 were the A500 ETFs from E Fund, Huaxia, and Guotai, with inflows of 31.17 billion yuan, 27.37 billion yuan, and 27.05 billion yuan respectively [5] - A total of 27 stock ETFs experienced net outflows exceeding 1 billion yuan, with the CSI 300 index, SSE 50 index, and ChiNext index among those with the highest outflows [6] Group 5 - E Fund's ETF products have seen significant inflows, with the latest scale reaching 840.48 billion yuan, an increase of 239.83 billion yuan since 2025 [7] - Huaxia Fund's A500 ETF and gaming ETF also saw substantial inflows, with net inflows of 27.37 billion yuan and 2 billion yuan respectively [7] - GF Fund's ETFs also attracted net inflows, particularly the Hong Kong technology ETF, which saw a net buy of 6.42 billion yuan [8]

南方财经12月24日电，厦钨新能（688778.SH）公告，公司预计2026年度日常关联交易总额为58,637.68 万元。其中，向关联方采购原材料、接受劳务19,359.97万元，销售商品、提供劳务31,102.10万元，房屋 租赁860.79万元，其他（代付电费等）7,314.82万元。 ...

来源：新浪证券-红岸工作室 分红方面，洛阳钼业A股上市后累计派现215.62亿元。近三年，累计派现105.76亿元。 12月23日，洛阳钼业跌0.38%，成交额39.65亿元。两融数据显示，当日洛阳钼业获融资买入额3.72亿 元，融资偿还4.24亿元，融资净买入-5272.99万元。截至12月23日，洛阳钼业融资融券余额合计33.76亿 元。 机构持仓方面，截止2025年9月30日，洛阳钼业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6.95亿股，相比上期增加4747.20万股。华夏上证50ETF（510050）位居第五大流通股东， 持股1.34亿股，相比上期减少365.43万股。华泰柏瑞沪深300ETF（510300）位居第六大流通股东，持股 1.20亿股，相比上期减少517.87万股。易方达沪深300ETF（510310）位居第八大流通股东，持股 8647.42万股，为新进股东。 融券方面，洛阳钼业12月23日融券偿还2.51万股，融券卖出3.40万股，按当日收盘价计算，卖出金额 63.07万元；融券余量128.69万股，融券余额2387.20万元，超过近一年90%分位水平，处于高位。 ...

Group 1 - The core viewpoint emphasizes that after reaching the monthly target of 4018, the market is not expected to accelerate quickly but rather enter a consolidation phase to digest overheating and rebuild order through time and turnover [1] - The monthly strategy focuses on avoiding emotional trading and prioritizing discipline, with the goal of managing overheating rather than seeking continuous upward movement [1] Group 2 - The weekly analysis indicates that different indices are in varying stages of consolidation, with the Shenzhen Composite and ChiNext leading the recovery after completing their respective digestion phases, while the Shanghai Composite is in a typical topping structure [2] - The strategy for the week highlights that effective risk control is based on following structural trends rather than making predictions, allowing for fluctuations as long as key support levels are maintained [2] Group 3 - The daily analysis identifies 3918 as a critical resistance level and 3888 as a significant support level, with the market transitioning from a repair phase to a topping phase after stabilizing above 3888 [3][4] - The analysis suggests that the optimal strategy is to monitor the market's behavior around these key levels rather than chasing breakouts, focusing on maintaining strength above 3888 [4] Group 4 - The hourly analysis describes a typical healthy pullback pattern during the upward trend, confirming support levels while digesting short-term profit-taking [5] - It is noted that during strong market conditions, the focus should be on confirmation points rather than emotional trading [5] Group 5 - The rotation of market hotspots is centered around two main lines of attack, particularly in technology hardware and metals, indicating a clear trend in sector performance [6] - The strategy emphasizes understanding the rhythm of sector rotation and selectively investing in strong directions while being patient with underperforming sectors [6] Group 6 - The operational strategy advises focusing on sector trends before individual stock trends, with specific guidelines for managing positions based on moving averages [6] - The mindset should prioritize discipline and adherence to rules, emphasizing that the essence of a slow bull market is not daily gains but consistent adherence to a repeatable strategy [6]

每经AI快讯，ST京蓝（SZ 000711，收盘价：1.72元）12月23日晚间发布公告称，根据公司致力于稀有 金属提取的核心战略、以及利用公司所积累的优势而积极拓展海外资源的长期策略，京蓝科技拟以100 万美元的价格收购位于南非共和国的NORTH WEST VANADIUM PROPRIETARY LIMITED的51%股 权，目标公司的主要资产为编号NW30/5/1/1/2/13240PR的专属钒钛磁铁矿矿产勘探权。本次交易完成 后，公司将成为目标公司的控股股东，目标公司将纳入公司合并报表范围。 公司于2025年12月23日召开了第十一届董事会第二十一次临时会议，审议通过了《关于拟收购NORTH WEST VANADIUM PROPRIETARY LIMITED 51%股权暨签署 <收购协议书> 的议案》。本次交易不构 成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。根据《深圳证券交易 所股票上市规则》《公司章程》等相关规定，本次交易事项在公司董事会审议权限范围内，无需提交公 司股东会审议。 截至发稿，ST京蓝市值为49亿元。 每经头条（nbdtoutiao）——地产"优等生"受困 ...

南财智讯12月23日电，安宁股份公告，公司拟将"年产6万吨能源级钛（合金）材料全产业链项目"达到 预定可使用状态的时间由2025年12月31日延期至2026年6月30日。该项目计划投资总额为72.00亿元，拟 投入募集资金17.04亿元，资金来源为向特定对象发行股票所募资金，主要用于钛渣生产环节、四氯化 钛生产环节及配套公用工程等建设。延期主要由于项目整体建设环节多、工程量大，部分设计方案和设 备选型进行了优化调整，且部分定制化设备供货周期较长，影响了建设进度。公司预计2026年6月30日 前，所有使用募集资金的生产环节将达预定可使用状态并进入试生产阶段；钛锭生产环节因EB炉安装 预计延至2026年底完成，但可通过委外加工方式推进，不会对项目投产造成重大障碍。本次延期未改变 项目实施主体、实施方式、募集资金用途及投资规模，不涉及变相改变募集资金投向，不存在损害股东 利益的情形，不会对公司经营及整体募资安排造成实质性不利影响，符合公司长期发展规划。 ...

安宁股份公告称，公司召开董事会，同意"年产6万吨能源级钛（合金）材料全产业链项目"延期，在实 施主体等不变前提下，将达到预定可使用状态时间由2025年延至2026年。该项目总投资72亿元，拟投入 募集资金17.04亿元。截至2025年11月30日，已累计使用募集资金8.95亿元，剩余7.95亿元未使用。延期 因部分设计方案和设备选型调整、定制化设备供货周期长，不会对项目实施和公司经营产生实质不利影 响。 ...

2025年12月23日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格走势分化。氧化镨钕均价59.66万元/吨，上涨 0.60万元/吨；金属镨钕均价71.89万元/吨，上涨0.46万元/吨；氧化镝均价135.25万元/吨，下跌0.75万元/ 吨；氧化铽均价605.36万元/吨，下跌1.14万元/吨。今日询价氧化钕、氧化镨、氧化镧铈、氧化铕等产 品成交信息较少，请慎重参考。目前，镨钕产品价格继续走强，但同时下游采购情况变化跟进缓慢，整 体成交情况一般，金属价格倒挂情况持续加剧，与氧化物价格涨速差进一步扩大，导致越靠向产业下游 观望情绪就越浓重。中重稀土整体市场偏冷，仅少量刚需成交。整体来看，尽管贸易商保持较高活跃 度，但实际成交缩量导致稀土产品价格趋稳，预计近期价格总体保持平稳。 A股市场部分稀土永磁概念股行情表现（2025年12月23日） 代码名称最新价（元）涨跌幅（%）成交额002738中矿资源71.324.0418.73亿元600549厦门钨业 42.993.9929.00亿元300706阿石创36.333.53.96亿元002497雅化集团24.423.1313.18亿元000612焦作 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司正在建设的年产2万吨高冰镍项目，是否会有 伴生的钴产量？ （记者 王晓波） 寒锐钴业（300618.SZ）12月23日在投资者互动平台表示，公司年产2万吨镍金属量富氧连续吹炼高冰镍 项目在处理红土镍矿冶炼生产冰镍过程中会有伴生钴产生，具体内容请查阅公司在巨潮资讯网披露的 《印尼寒锐镍业有限公司年产2万吨镍金属量富氧连续吹炼高冰镍项目可行性研究报告》。 ...