Market Overview - The three major indices opened higher, with the Shanghai Composite Index up 0.04%, Shenzhen Component Index up 0.05%, and ChiNext Index up 0.14% [1] - Trading volume in the Shanghai and Shenzhen markets exceeded 600 billion, a decrease of over 30 billion compared to the previous day at the same time, with an expected total trading amount of over 1.8 trillion for the day [1] Sector Performance - Insurance, oil, and semiconductor sectors showed significant gains, while tourism and hotel catering sectors experienced declines [1] - The PCB concept and non-ferrous tungsten concept saw strong fluctuations [1] Policy and Regulatory Updates - The Ministry of Commerce announced temporary countervailing measures on imported dairy products from the EU starting December 23 [1] - The Shanghai Futures Exchange set new trading limits and fee adjustments for silver futures contracts effective December 24 [1] Institutional Insights - Huatai Securities noted that global liquidity expectations have improved, and risk appetite has rebounded, leading to a recovery in global stock markets [2] - The firm maintains a "light index, heavy structure" approach, recommending low-position sectors such as precious metals, automobiles, computers, media, and real estate [2] - Caution remains among institutional investors as the market shows a shrinking volume overall [2] Hainan Free Trade Port Developments - The Hainan sector experienced a significant surge following the official launch of the Hainan Free Trade Port's full island closure operation [3] - On the first day of closure, Sanya's duty-free sales reached 118 million [3] - The sector is expected to benefit from optimized duty-free policies and an increase in store coverage and customer base [3] Market Trends - The market showed a strong upward trend, with the Shanghai Composite Index regaining the 60-day moving average, indicating a battleground for bulls and bears [3] - The ChiNext Index strongly recovered above the 10-day moving average, with trading volume exceeding 130 billion [3] - The market is approaching resistance levels, and if trading volume does not continue to increase, short-term fluctuations are likely [3]

通过天眼查大数据分析，芜湖通潮精密机械股份有限公司共对外投资了7家企业，知识产权方面有商标 信息14条，专利信息95条，此外企业还拥有行政许可10个。 天眼查信息显示，芜湖通潮精密机械股份有限公司的股东为：司奇峰、王慧。 12月23日，天眼查融资历程显示，芜湖通潮精密机械股份有限公司近日获得"B轮"融资，涉及融资金额 超亿人民币，投资机构为国元股投，国中资本，G60科创集团，合肥产投集团，国联通宝，华泰投资。 资料显示，芜湖通潮精密机械股份有限公司法定代表人为司奇峰，成立于2016年，位于芜湖市，是一家 以从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本2966.326万人民币，并已于2025 年完成了B轮，交易金额超亿人民币。 来源：市场资讯 ...

天眼查资料显示，京东方科技集团股份有限公司，成立于1993年，位于北京市，是一家以从事计算机、 通信和其他电子设备制造业为主的企业。企业注册资本3741388.0464万人民币。通过天眼查大数据分 析，京东方科技集团股份有限公司共对外投资了74家企业，参与招投标项目292次，财产线索方面有商 标信息776条，专利信息5000条，此外企业还拥有行政许可47个。 成都京东方光电科技有限公司，成立于2007年，位于成都市，是一家以从事仪器仪表制造业为主的企 业。企业注册资本2500000万人民币。通过天眼查大数据分析，成都京东方光电科技有限公司参与招投 标项目912次，专利信息5000条，此外企业还拥有行政许可520个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，京东方科技集团股份有限公司取得一项名为"一种显示基板及其制作方法、 显示装置"的专利，授权公告号CN114616668B，申请日期为2020年8月。 来源：市场资讯 ...

Group 1 - The company, Hengdong Guang Communication Technology (Shenzhen) Co., Ltd., focuses on the research, development, manufacturing, and sales of passive optical devices in the optical communication field, with major business segments including passive optical fiber wiring, passive internal optical devices, and related supporting businesses [1] - The company plans to issue shares at a price of 31.590 yuan per share, with a total issuance of 10.25 million shares, aiming to raise approximately 32.38 million yuan after deducting issuance costs [2][3] - The actual controller of the company is Chen Jianwei, who holds significant voting rights and can influence the company's management and decisions [2] Group 2 - The company intends to use the raised funds of 49.36 million yuan for the expansion of its Guilin manufacturing base, the expansion of its Vietnam production base, the construction of its optical research and development center, and to supplement working capital [3]

银河证券：继续看好银行板块配置价值 华泰证券指出，上周，随着美国经济数据与日央行加息等关键事件落地，市场先前担忧的不确定性基本 已成过去式，全球流动性预期有所改善、风险偏好有所回暖——全球股市走出先抑后扬的修复行情，商 品市场中金属品类表现突出。不过临近年底考核，机构投资者情绪仍相对谨慎，上周AH市场整体呈现 缩量格局，且择时模型对大盘维持震荡判断。依然维持"轻指数、重结构"的观点，建议逢低着眼春季躁 动行情的左侧布局。方向上推荐：(1) 行业层面：贵金属、汽车、计算机、传媒、房地产；(2) 风格层 面：看好小盘风格，建议规避高位大盘股，优先从低位板块中寻找机会。 中信建投：P型HJT和钙钛矿叠层有望成为短中期太空光伏的主流技术路线 中信建投表示，太空光伏已从试验阶段迈入商业化加速期，相比地面光伏场景，既破解了间歇性瓶颈， 又为太空算力、深空探测、偏远地区供电及军事应急等场景提供长效能源支撑。P型HJT电池在现有量 产技术中抗辐射、轻量化优势最明显，2026年后渗透率预计将有所提升，并以执行低轨短期低成本低功 率任务为主。钙钛矿及叠层电池有望凭借高比功率、抗辐射优势，在2028年后将逐步承担低轨星座及深 空探 ...

| 代码 | 简称 | 业绩预告 日期 | 业绩预告 类型 | 预计净利 润增幅 | 最新收盘 价（元） | 今年以来 涨跌（%） | 行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 中值（%） | | | | | 301449 | N天溯 | 2025.12.22 | 预增 | 10.31 | | | 社会服务 | | 301667 | N纳百川 | 2025.12.22 | 预增 | 9.72 | | | 汽车 | | 301678 | 新恒汇 | 2025.06.17 | 预增 | 4.66 | 67.18 | 60.41 | 电子 | | 301638 | 南网数字 | 2025.11.13 | 预增 | 2.76 | 19.80 | 7.14 | 计算机 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：2025年业绩暴增创业板股名单） 证券时报•数据宝统计显示，4家创业板公司公布了2025年业绩预告。业绩预告类型来看，业绩预增的有 4家。 创业板全年业绩预告一览 ...

韩国产业通商资源部周二表示，今年前11个月韩国出口创下历史新高，并誓言将努力在明年全年保持上 升势头。 根据韩国产业通商资源部的数据，今年前11个月的总出口额达到6401亿美元，比去年同期增长2.9%， 再创历史新高。 由于半导体、汽车、船舶、生物保健产品、计算机等领域的需求强劲，今年全年韩国的出口额有望首次 突破7000亿美元。 韩国产业通商资源部表示，由于人工智能芯片和数据中心的强劲需求，半导体出口今年四次创下单月新 高，而由于欧洲、俄罗斯和其他地区的强劲需求，尽管受到美国关税的影响，汽车出口仍在1月至11月 创下历史新高。 韩国产业通商资源部负责贸易和投资的副部长Kang Gam-chan表示："从6月份开始，韩国的出口连续6 个月呈现增长态势，截至12月22日，累计出口额已经超过了2024年创下的6836亿美元的年度最高纪 录。" 韩国产业通商资源部负责贸易和投资的副部长Kang Gam-chan表示："从6月份开始，韩国的出口连续6 个月呈现增长态势，截至12月22日，累计出口额已经超过了2024年创下的6836亿美元的年度最高纪 录。" 他补充说："这反映了韩国企业在美国关税等出口困难的情况下，仍 ...

Group 1 - The core viewpoint is that recent economic data from the US and key events such as interest rate hikes by the Bank of Japan have alleviated previous market uncertainties, leading to improved global liquidity expectations and a recovery in risk appetite [1] - Global stock markets have shown a recovery trend after an initial decline, with notable performance in metal commodities [1] - Despite the year-end assessment approaching, institutional investor sentiment remains cautious, resulting in a contraction in trading volume in the AH market, with a prevailing judgment of market volatility from timing models [1] Group 2 - The recommendation is to maintain a strategy of "light index, heavy structure," suggesting to look for opportunities in low-position sectors while preparing for the spring market rally [1] - Industry recommendations include precious metals, automotive, computing, media, and real estate sectors [1] - On the style front, there is a positive outlook for small-cap stocks, with advice to avoid high-position large-cap stocks and prioritize opportunities in lower-position sectors [1]

人民财讯12月23日电，华泰证券研报称，上周，随着美国经济数据与日央行加息等关键事件落地，市场 先前担忧的不确定性基本已成过去式，全球流动性预期有所改善、风险偏好有所回暖——全球股市走出 先抑后扬的修复行情，商品市场中金属品类表现突出。不过临近年底考核，机构投资者情绪仍相对谨 慎，上周AH市场整体呈现缩量格局，且择时模型对大盘维持震荡判断。依然维持"轻指数、重结构"的 观点，建议逢低着眼春季躁动行情的左侧布局。方向上推荐：(1)行业层面：贵金属、汽车、计算机、 传媒、房地产；(2)风格层面：看好小盘风格，建议规避高位大盘股，优先从低位板块中寻找机会。 ...

Group 1 - The domestic AI large model industry is experiencing a critical phase of accelerated technological productization and deepening capitalization processes [2] - Volcano Engine released the Doubao Model 1.8 and Seedance 1.5 Pro, achieving significant technological breakthroughs and reducing enterprise usage costs through innovative business models [2] - The daily token processing volume has surpassed 50 trillion, indicating robust operational capacity in the AI sector [2] Group 2 - The issuance of L3-level autonomous driving vehicle permits marks a transition to conditional commercialization in China, with specific models from Chang'an and BAIC gaining approval for limited road use [3] - The vehicles are subject to speed limits and the responsibility for vehicle operation lies with manufacturers during normal system operation, reflecting a cautious regulatory approach [3] - This development will provide essential practical evidence for improving technical standards, legal regulations, and insurance systems in the autonomous driving industry [3] Group 3 - Domestic GPU companies are actively pursuing capital market listings to support intensive R&D and market expansion, with Tensu Zhixin planning to raise $300 to $400 million through the Hong Kong Stock Exchange [4] - Other companies like Birran Technology and Kunlun Chip Technology are also advancing their listing processes, indicating a significant shift towards capital market-driven growth in China's semiconductor industry [4] - This trend highlights the acceleration of the self-sufficiency process in key design aspects of the semiconductor sector [4]