【午评：创业板指半日涨0.47% 商业航天、福建板块持续走强】智通财经12月5日电，市场早盘探底回 升，三大指数集体翻红。沪深两市半日成交额9927亿，较上个交易日缩量394亿。盘面上热点快速轮 动，全市场超3500只个股上涨。从板块来看，福建板块持续爆发，海欣食品8天7板，安记食品、太阳电 缆双双4连板，舒华体育2连板。算力硬件概念快速走强，长光华芯20cm涨停创历史新高。商业航天概 念股延续强势，顺灏股份6天5板，龙洲股份3连板。人形机器人概念表现活跃，骏亚科技3连板，中坚科 技涨停。下跌方面，银行板块震荡走弱，重庆银行跌超3%。板块方面，贵金属、算力硬件、福建等板 块涨幅居前，银行、房地产、医药等板块跌幅居前。截至收盘，沪指涨0.08%，深成指涨0.39%，创业 板指涨0.47%。 转自：智通财经 ...

每经记者｜蔡鼎 持股5%以上股东福建亿力集团有限公司(以下简称"亿力集团")上月中旬刚减持近800万股，半个多月 后，太阳电缆(002300.SZ，股价9.42元，市值68.04亿元)另一持股5%以上股东又抛出一份大额减持计 划。 12月4日晚间，"三连板"太阳电缆公告称，因"自身经营需要"，持股5%以上股东厦门象屿集团有限公司 (以下简称"象屿集团")及其一致行动人博时资本-厦门象屿集团有限公司-博时资本博创15号单一资产管 理计划(以下简称"博创15号")计划2025年12月26日至2026年3月25日，以集中竞价和大宗交易方式减持 公司股份不超过2167万股，占公司总股本比例3%。其中，通过集中竞价交易方式减持股份总数不超过 公司总股本的1%。 两持股5%以上股东先后抛减持计划 公告显示，截至目前，象屿集团持有太阳电缆约1.01亿股，占公司股份总数的14.04%；一致行动人博创 15号持有太阳电缆1199万股，占公司股份总数的1.66%。合计持股约1.13亿股，占公司股份总数的 15.7%。其中，首发前股份约1.08亿股(经多次转增及送股后)。 象屿集团所持股份的来源包括公司IPO前已持有的股份，以及通 ...

天眼查App显示，近日，长沙赛弗电气有限公司成立，法定代表人为周锦，注册资本10万人民币，经营 范围为一般项目：智能输配电及控制设备销售；智能仪器仪表销售；智能控制系统集成；机械电气设备 销售；电气设备修理；电气设备销售；配电开关控制设备研发；配电开关控制设备销售；照明器具销 售；集成电路芯片及产品销售；集成电路芯片设计及服务；数字视频监控系统销售；安全系统监控服 务；环境保护专用设备销售；信息系统集成服务；物联网应用服务；物联网设备销售；软件开发；新材 料技术研发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；网络与信息安全软件 开发；市场调查（不含涉外调查）；市场营销策划；企业管理咨询；环保咨询服务；信息咨询服务（不 含许可类信息咨询服务）；广告设计、代理；广告制作；组织文化艺术交流活动；会议及展览服务；销 售代理（除依法须经批准的项目外，自主开展法律法规未禁止、未限制的经营活动）。 ...

天眼查App显示，近日，合肥橘子电气有限公司成立，法定代表人为严伟斌，注册资本50万人民币，经 营范围为一般项目：机械电气设备销售；电气设备修理；机械设备销售；五金产品批发；机械零件、零 部件销售；电力电子元器件销售；工业自动控制系统装置销售；伺服控制机构销售；电器辅件销售；仪 器仪表修理；电子产品销售；智能仪器仪表销售；电工器材销售；电线、电缆经营；物联网设备销售； 软件销售；信息技术咨询服务；信息系统集成服务；商务代理代办服务；市场营销策划；咨询策划服 务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广（除许可业务外，可自主依法经 营法律法规非禁止或限制的项目）。 ...

Core Viewpoint - Two major shareholders of Sun Cable (002300) have announced significant share reduction plans, raising concerns about the company's stock performance and future prospects [1][2]. Shareholder Actions - Fujian Yili Group reduced its holdings by approximately 7.97 million shares, representing 1.1% of the total share capital [3]. - Xiamen Xiangyu Group and its action partner, Boshi Capital, plan to reduce their holdings by up to 21.67 million shares, accounting for 3% of the total share capital, between December 26, 2025, and March 25, 2026 [1][2]. Current Shareholding Structure - As of now, Xiangyu Group holds about 101 million shares, which is 14.04% of the total shares, while Boshi Capital holds 11.99 million shares, or 1.66%, totaling approximately 113 million shares, or 15.7% of the total [2]. Market Performance - Sun Cable's stock has recently gained attention, achieving a "three consecutive limit-up" with a total increase of 33.24% over three trading days [3]. - During this period, the total trading volume reached 894.5 million yuan, with a turnover rate of 15.22%, while the broader market declined [5]. Industry Context - The recent issuance of measures to promote computing power infrastructure development in Fujian Province is expected to benefit local companies, including Sun Cable, which is categorized under "Fujian computing power/infrastructure" [5]. - Sun Cable, established in 1958, is one of the oldest companies in China engaged in the production of wires and cables, with a diverse product range including high-voltage cables and underwater cables [6].

Mergers and Acquisitions - Chongqing Water announced plans to acquire wastewater treatment projects for a total of 255 million yuan, which includes assets and related debts from three wastewater treatment plant expansion projects [1] - Beijiete plans to acquire controlling interest in Yunnan Wenye Nonferrous Metals Co., Ltd. through a share acquisition agreement [2] - Suhao Huihong intends to conduct an asset swap with its controlling shareholder, Suhao Holdings, involving the transfer of a 2.33% stake in Zijin Property Insurance for a transaction value of 262 million yuan [3] Shareholding Changes - Sun Cable's major shareholder, Xiamen Xiangyu Group, and its concerted parties plan to reduce their holdings by up to 3%, amounting to a maximum of 21.67 million shares [4] - Haike Xinyuan's shareholder, a strategic asset management plan, intends to reduce its holdings by up to 2.50%, equating to 557.41 million shares [5] - Dongwang Times' shareholder, Dongyang Xinling Technology Co., Ltd., plans to reduce its holdings by up to 1.20%, which is approximately 10.13 million shares [6] Other Developments - Meilixin plans to raise up to 1.2 billion yuan through a private placement of A-shares, with proceeds allocated for semiconductor equipment projects and working capital [7] - China Construction Bank announced a cash dividend distribution plan for the first half of 2025, totaling approximately 48.605 billion yuan, with a per-share dividend of 0.1858 yuan [8]

Core Viewpoint - Several major stocks have announced plans for share reductions by significant shareholders, indicating potential shifts in investor sentiment and market dynamics [1][2][3]. Group 1: Company Announcements - Sun Cable announced that its major shareholder, Xiangyu Group, plans to reduce its stake by up to 3%, equating to a maximum of 21.67 million shares [2][3]. - HaiKe New Source's shareholder plans to reduce its holdings by up to 557,000 shares, representing 2.50% of the total share capital, due to investment liquidation arrangements [4][5]. - Aerospace Electromechanical clarified that its main business does not involve commercial aerospace, and it reported a significant loss in the previous fiscal year [6][7]. Group 2: Market Performance - Sun Cable's stock has experienced a significant increase, achieving a market cap exceeding 6.8 billion yuan [2]. - HaiKe New Source's stock has surged over 400% year-to-date, reflecting strong market performance [5]. - Anji Food's stock has been trading at a high P/E ratio compared to industry peers, suggesting potential for price correction [6]. Group 3: Risk Warnings - Aerospace Electromechanical and other companies have issued warnings regarding stock trading risks due to recent price volatility [6][7]. - Junya Technology noted that while its PCB products can be used in humanoid robots, this segment contributes less than 0.05% to its total revenue, indicating limited impact on overall performance [7].

每经讯，2025年12月4日，北交所上市公司精创电气（920035，收盘价：39.2元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到35.57%，成交数量462.87万股，成交金额1.84亿元。买一席位为国金证券股份有限公司深圳分公司，买入 820.74万元；卖一席位为长城证券股份有限公司上海长宁区延安西路证券营业部，卖出728.79万元。 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 | | 2025-12-04精创电气 (920035) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ポリ | 国金证券股份有限公司深圳分公司 | 8207402.86 | 284439.96 | | 买2 | 长江证券股份有限公司上海徐汇区天钥桥路证券营业部 | 6030280 | 0 | | 买3 | 机构专用 | 4818280.69 | 0 | | 24 | 国信证券股份有限公司深圳红岭中路证券营业部 | 3759897.21 | 4 ...

精创电气（920035）今日下跌6.22%，全天换手率35.57%，成交额1.84亿元，振幅4.08%。龙虎榜数据显 示，机构净买入481.83万元，营业部席位合计净买入634.47万元。 北交所公开信息显示，当日该股因日换手率达35.57%上榜，机构专用席位净买入481.83万元。 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4733.33万元，其中，买入成交额为 2924.81万元，卖出成交额为1808.51万元，合计净买入1116.30万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买三，合计净买入481.83万元。（数 据宝） 精创电气12月4日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国金证券股份有限公司深圳分公司 | 820.74 | 28.44 | | 买二 | 长江证券股份有限公司上海徐汇区天钥桥路证券营业 部 | 603.03 | 0.00 | | 买三 | 机构专用 | 481.83 | 0.00 | | 买四 | 国信证券股份有限公司深圳红 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [5] Core Insights - The North Exchange 50 index experienced a significant decline of 12.32% in November 2025, with the index closing at 1,387.70 points [31] - The total number of listed companies on the North Exchange reached 285, with a total market capitalization of 827.155 billion and a circulating market value of 507.712 billion, reflecting a decrease of 10.2% and 11.2% respectively [11][18] - The report highlights that all sectors within the North Exchange experienced declines, with the most significant drops in household appliances, transportation, communication, automotive, and non-ferrous metals [35] Market Overview - The trading volume for November was 16.987 billion shares, with a total transaction value of 376.778 billion, marking a month-on-month increase of 9.9% in volume and 3.1% in value [18][21] - The average daily margin balance for the North Exchange in November was 7.789 billion, showing a month-on-month increase of 2.35% [22] Valuation Metrics - As of November 28, the North Exchange 50 index had a price-to-earnings ratio (PE-TTM) of 43.07, placing it at the 67.98th percentile over the past two years, while the price-to-book ratio (PB-MRQ) was 8.89, at the 75.21st percentile [24][27] - The dividend yield was reported at 0.78, corresponding to the 26.56th percentile over the same period [24] Industry Performance - The report indicates that the North Exchange's specialized and innovative index fell by 13.44% in November, with other major indices also experiencing declines, including the Sci-Tech 50 down 6.24% and the ChiNext index down 4.23% [31] - The report notes that the North Exchange's new listings included five companies: Danna Biological, Zhongcheng Consulting, Beikang Testing, Dapeng Industrial, and Nante Technology [11][3] Policy and Events - In November 2025, the Beijing Stock Exchange introduced a series of policies aimed at enhancing market vitality and solidifying institutional foundations, achieving progress in information disclosure, institutional behavior, new stock performance, and ongoing supervision [4]