龙虎榜机构热股 今天机构龙虎榜上榜38只个股，净买入17只，净卖出21只。当日机构买入最多的个股前三位是：浙江世宝（1.21亿）、航天智造（9061万）、山子高科 （5811万） | 上榜热股 | 实时涨跌幅 : 买/卖家数 , | | | --- | --- | --- | | 浙江世宝 002703.SZ | +9.99% | 3/0 | | 3日 | | | | 航天智造 300446.SZ | +16.30% | 2/2 | | 山子高科 000981_S7 | +9.93% | 1/2 | 浙江世宝 龙虎榜显示，今日3家机构净买入1.21亿。 龙虎榜知名游资 一、大消费 甘肃、青海区域乳制品龙头，预计上半年同比大幅减亏 上海九百 个股龙虎榜 上海九百集团旗下，有位于上海市中心的静安寺珠宝古玩城，位于航华地区的九百家居和位于大华社区的九百购物中心 申港证券认为，中央经济工作会议将坚持内需主导、建设强大国内市场，以及坚持民生为大、实施稳岗扩容提质行动作为明年经济工作的重点任务，消费需 求侧和供给侧政策的发力或将带动大众品行业回升。零食、黄酒龙头这类新消费成长品类龙头企业今年三季度单季度营收同比仍保持较好 ...

Group 1 - The core point of the news is that Japan has raised its benchmark interest rate from 0.5% to 0.75%, marking the highest level in 30 years, which aligns with market expectations [1] - The Bank of Japan's stance is neutral to hawkish, indicating that despite the rate hike, the actual interest rate remains very low, and the monetary environment is still accommodative, suggesting further rate increases in the future as prices improve [1][6] - Japan has entered a long-term gradual tightening process, but paradoxically, the yen depreciated against the dollar after the rate decision, falling below 156 [3][5] Group 2 - The market had anticipated the rate hike, with a 94% probability noted days prior, leading to the conclusion that the yen's current price is not low, and the market continues to be bearish on the yen [5] - Japan's November CPI was reported at 2.9%, while the nominal interest rate is only 0.75%, resulting in a real interest rate of -2.15%, indicating a deep negative zone [5][6] - The Bank of Japan's statement about maintaining low real interest rates suggests that liquidity will not tighten significantly due to a single rate hike, keeping the monetary environment loose [6] Group 3 - The Japanese government's stimulus plan of 21 trillion yen, with 18.3 trillion yen already approved, is primarily funded through new debt issuance, which increases the interest cost and could harm the credit of Japanese bonds and the yen [6] - The yield on 10-year Japanese government bonds has surpassed 2%, reaching the highest level since 2006, indicating a potential rise in bond yields as the tightening process continues [6][8] - To achieve a neutral interest rate of at least 2.5%, Japan may need to raise rates seven more times, which could take over three and a half years if done biannually, potentially leading to further increases in bond yields [8]

| 序号 | J日期 | | | 内节 | | --- | --- | --- | --- | --- | | | | 上涨家数 | 平盘家数 | | | 1 | 2025-12-18 | 2.845 | 199 | 2.416 | | 2 | 2025-12-17 | 3.626 | 198 | 1.635 | | 3 | 2025-12-16 | 1,091 | ୧୧ | 4,302 | | ব | 2025-12-15 | 2,314 | 175 | 2,968 | | 5 | 2025-12-12 | 2,683 | 162 | 2,612 | | દિ | 2025-12-11 | 1.033 | 46 | 4.378 | | 7 | 2025-12-10 | 2,435 | 178 | 2.844 | | 8 | 2025-12-09 | 1.308 | 90 | 4.058 | | ਰੇ | 2025-12-08 | 3,409 | 181 | 1,866 | | 10 | 2025-12-05 | 4,387 | ਰੇਖੋ | 975 | | 11 | 2025-12-04 | 1,455 | ...

每经记者｜赵云 每经编辑｜彭水萍 12月19日，沪指震荡回升，创业板指冲高回落，此前一度涨超1.5%。截至收盘，沪指涨0.36%，深成指涨 0.66%，创业板指涨0.49%。 板块方面，海南、乳业、零售等板块涨幅居前，贵金属、半导体等板块跌幅居前。 全市场近4500只个股上涨。沪深两市成交额1.73万亿元，较上一个交易日放量704亿。 今天，A股迎来了本月第二次实打实的"普反"，上涨个股近4500家，超过了12月5日的4387家。 | 区号 | ↓日期 | | | | | --- | --- | --- | --- | --- | | | | 上涨家数 | 本體家教 | | | 1 | 2025-12-18 | 2,845 | 199 | 2.416 | | 2 | 2025-12-17 | 3,626 | 198 | 1.635 | | 3 | 2025-12-16 | 1.091 | ୧୧ | 4.302 | | ব | 2025-12-15 | 2,314 | 175 | 2,968 | | 5 | 2025-12-12 | 2.683 | 162 | 2.612 | | 6 | 2025-12-11 ...

Market Overview - The Shanghai Composite Index rose by 0.36%, the Shenzhen Component Index increased by 0.66%, and the ChiNext Index gained 0.49% as of the market close on December 19, with nearly 4,500 stocks rising across the market [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion yuan, an increase of 70.4 billion yuan compared to the previous trading day [2] Sector Performance - Sectors such as Hainan, dairy, and retail saw significant gains, while precious metals and semiconductors experienced declines [2] - The average stock price across the A-share market increased by 1.24%, nearly surpassing all trend lines [4] Consumer Sector Insights - The consumer sector, including retail, dairy, duty-free shops, and beverage manufacturing, showed strong performance, although some short-term popular stocks experienced rapid declines towards the market close [6] - The e-commerce sector reported a 9.1% growth in online retail sales from January to November, with significant increases in digital products and online service consumption [8] Policy and Economic Outlook - The recent implementation of the Hainan Free Trade Port's full island closure marks a new phase in regional openness, benefiting consumer prices for electronic products [8] - The central economic work conference emphasized the importance of deepening and expanding artificial intelligence and self-reliance in technology, which is expected to drive attention towards semiconductor equipment and commercial aerospace sectors [5] Investment Recommendations - Analysts suggest maintaining a balanced allocation in technology and consumer sectors, as the market is expected to continue its upward trend amid external uncertainties being alleviated [5] - The commercial application of L3 autonomous driving is progressing, with the approval of the first batch of L3-level vehicles, indicating a significant step towards commercialization in the intelligent driving sector [10][11]

Core Insights - 36Kr, as China's largest new economy media platform, has significantly enhanced financing opportunities for enterprises through deep collaboration with investment institutions and fund partners, accumulating a wealth of primary market investor resources over the past decade [1] - The "Daily Roadshow" provides a new type of online closed-door roadshow for high-quality entrepreneurial projects, facilitating deep operational services for both entrepreneurs and investors [1] Project Summaries - **Yuyou Technology**: Focuses on AI-driven new material prediction models, aiming to redefine material R&D paradigms. The project seeks A-round financing of 25-70 million RMB, highlighting a paradigm-level technological breakthrough that reduces R&D cycles by 80% and costs by 70% [3][4] - **Blue Vector**: Develops eVTOL aircraft and aviation software, seeking Pre-A round financing of 100 million RMB. The V30 model meets high safety standards and is designed with a software-defined aircraft concept [6] - **Millis Control**: A leading company in line-controlled steering systems, seeking Pre-A round financing of 50 million RMB. The founding team has experience in developing national standards and has a strong technical background [8][9] - **Bai Shi Electronics**: Specializes in third-generation semiconductor materials, seeking B+ round financing of 100 million RMB. The company has a high yield rate for its silicon carbide products and has established a complete R&D and production center [10] - **Zhongke Guosheng**: A pioneer in bio-based materials, focusing on the innovation and industrialization of furan-based chemicals. The project seeks B round financing of 100-150 million RMB, boasting a unique continuous process that significantly reduces production costs [12][13] - **Hanhai Juneng**: The first commercial company in China focusing on controllable nuclear fusion technology, seeking Pre-A round financing of 200 million RMB. The project has achieved significant milestones in developing a linear field-reversed configuration fusion device [15][16]

Market Overview - The A-share market experienced a slight rise, with the Shanghai Composite Index and the Shanghai 50 Index increasing for the third consecutive day, while the Shenzhen Component Index, ChiNext Index, and Sci-Tech Innovation 50 also opened strong [1] - Over 4,400 stocks rose, and trading volume remained stable [1] - The Japanese central bank raised its policy interest rate from 0.5% to 0.75%, the highest level in 30 years [1] - The Asia-Pacific stock markets showed positive performance, with the Nikkei 225 Index rising over 1% and the Korean Composite Index increasing by more than 0.7% [1] Nuclear Fusion Sector - The nuclear fusion concept stocks surged, with the sector index initially rising over 3%, reaching a historical high [5] - Trump Media & Technology Group agreed to merge with TAE Technologies in a deal valued at over $6 billion, expected to close by mid-2026 [7] - The merger aims to integrate capital channels and nuclear fusion technology to support the growth of the artificial intelligence industry [7] - A 50 MW commercial nuclear fusion power plant is set to begin construction next year, with plans for additional plants to achieve a total power supply capacity of 350 to 500 MW [7] - The global nuclear fusion market is projected to approach $500 billion by 2030, equivalent to approximately 3.5 trillion yuan [8] - The commercialization path for nuclear fusion technology is becoming clearer, with expectations for accelerated capital expenditure during the 14th Five-Year Plan period [8] Autonomous Driving Sector - The automotive industry saw a broad rally, particularly in the autonomous driving sector, which rose over 2% [9] - Zhejiang Shibao hit its daily limit for the fourth consecutive day, reaching a new annual high, while Huati Technology also achieved a daily limit for the second day [11] - The Ministry of Industry and Information Technology announced the first batch of L3 conditional autonomous driving vehicle approvals, with Changan Automobile and BAIC Arcfox being the first companies to receive permits [11] - This approval indicates a shift from mere technological demonstrations to regulatory compliance and operational deployment in designated areas [11]

12月19日早盘，A股核聚变板块集体拉升，概念股早盘平均上涨2.84%，四创电子、王子新材、百利电 气、雪人集团4股涨停，其中雪人集团早盘涨停封单金额达到5.78亿元，哈焊华通、海陆重工、国机重 装涨幅超过7%。资金流向上来看，12月以来核聚变板块获得杠杆资金显著加仓，合计融资净买入金额 达到10.52亿元，10股融资净买入超1亿元，国机重装、西部超导、长光华芯融资净买入金额居前，分别 达到2.72亿元、2.7亿元、2.34亿元。 ...

【导读】核聚变板块多股涨停，商业航天概念股再度活跃 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 12月19日早盘，A股三大指数集体高开。截至发稿，沪指涨0.61%，创业板指数大涨1.5%。超4400只个股飘红。 | < W | | 上证指数(000001) | | | | | --- | --- | --- | --- | --- | --- | | | | 12-19 10:28:18 | | | | | 3900.12 | | 昨收 | 3876.37 | 成交额 | 3362.22亿 | | +23.75 | +0.61% | 今井 | 3878.23 | 成交量 | 219.16亿 | | 上涨 | 1871 | 平盘 | ୧୧ | 下跌 | 402 | | 最高价 | 3900.31 | 市盈率 | 16.29 | 近20日 | 1.70% | | 最低价 | 3871.78 | 附加后 | 1.48 | 米世分 | 16.36% | | 分时 | 五日 | 日K | 周Ｋ 月Ｋ | 更多 | O | | 鹽加 3920.06 | | | 均价:-- | | 1.13% | | | | ...

Market Overview - The A-share market opened higher on December 19, with the Shanghai Composite Index rising by 0.61% and the ChiNext Index increasing by 1.5%, with over 4,400 stocks in the green [1] - The nuclear fusion sector saw significant gains, while sectors such as precious metals, coal, and insurance experienced declines [1] Nuclear Fusion Sector - The nuclear fusion sector opened strongly, with stocks like Changfu Co. rising over 14%, and companies such as China First Heavy Industries, Baoli Electric, and Xue Ren Group hitting the daily limit [4] - Specific stock performances include: - Changfu Co.: 14.21% increase, current price at 37.37, market cap of 2.7 billion - China First Heavy Industries: 10.06% increase, current price at 3.83, market cap of 26.3 billion - Baoli Electric: 10.02% increase, current price at 7.14, market cap of 7.8 billion - Xue Ren Group: 10.01% increase, current price at 20.34, market cap of 15.7 billion [5] Commercial Aerospace Sector - The commercial aerospace sector showed renewed strength, with stocks like Sichuan Aerospace and China Satellite seeing notable increases [7] - Specific stock performances include: - Starry Technology: 11.25% increase, current price at 29.46, market cap of 5 billion - Sichuan Aerospace: 10.02% increase, current price at 31.19, market cap of 85.1 billion - China Satellite: 6.73% increase, current price at 60.10, market cap of 71.1 billion [8] Mergers and Acquisitions - Trump Media Technology Group surged over 40% after agreeing to merge with TAE Technologies in an all-stock deal valued at over $6 billion, with plans to build the world's first utility-scale fusion power plant by 2026 [6] Future Outlook - The commercial aerospace industry is expected to enter a new era with a series of launches planned for late 2025 to early 2026, supported by national policies and technological breakthroughs [9] - The "14th Five-Year Plan" highlights various emerging industries, including commercial aerospace, which is projected to become a trillion-dollar market, benefiting companies involved in military technology and related fields [9]