12月25日上午，芯片和军工相关ETF交投保持活跃，半日成交金额在10亿元左右，而机器人ETF（562500）略有放量，半日成交金 额达到7.67亿元。跨境ETF方面，受港股休市影响，整体交投平淡，仅香港证券ETF（513090）半日成交超20亿元。 | | | 半日交投活跃行业、主题ETF一览 | | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 现价 | 涨幅 (%) | 总金额(亿元) | | 588200 | 科创芯片ETF | 2.332 | -0.47 | 11.94亿 | | 515880 | 通信ETF | 3.119 | -0.51 | 9.46亿 | | 512880 | 证券ETF | 1.22 | 0.16 | 8.79亿 | | 562500 | 机器人ETF | 0.971 | 1.68 | 7.67亿 | | 512710 | 军工龙头ETF | 0.737 | 3.08 | 6.87亿 | | 159206 | 卫星ETF | 1.508 | 4.5 | 6.86亿 | | 512480 | 半导体ETF | 1.464 | -0. ...

Group 1 - The core viewpoint of the news is that Boyun New Materials (博云新材) experienced a significant stock price increase, reaching a limit up of 10.04% on December 25, 2025, with a total market capitalization of 7.101 billion yuan [1][2] Group 2 - The reasons for the stock price surge include improvements in corporate governance, performance enhancements, and involvement in the commercial aerospace sector. The company revised 12 governance-related systems, including information disclosure and independent directors, which improved operational standards [2] - The company reported a substantial improvement in Q3 performance, with revenue increasing by 45.11%, net profit rising by 278.32%, and cash flow growing by 179.98%, providing strong support for the stock price increase [2] - Boyun New Materials has established a presence in the commercial aerospace and controlled nuclear fusion sectors, with its carbon/carbon throat liner material successfully applied in China's "Kuaizhou series" commercial solid rocket launch vehicles [2] - The company developed a tungsten-copper composite coating for nuclear fusion devices, which is a critical material, and the national support for commercial aerospace has attracted market attention, contributing to the stock price surge [2] - The influx of market funds may have been driven by the company's improved fundamentals and the popularity of related concepts, leading to a sector-wide performance boost [2]

习近平总书记近日对中央企业工作作出重要指示，对中央企业提出了明确要求和殷切希望。习近平总书 记强调："新征程上，中央企业要充分认识肩负的职责使命，更好服务党和国家工作大局，服务经济社 会高质量发展，服务保障和改善民生，勇担社会责任，为中国式现代化建设贡献更大力量。" 习近平总书记的重要指示为推动中央企业高质量发展提供了根本遵循，为做好中央企业工作进一步指明 了方向。大家表示要深入学习领会，抓好贯彻落实。 中国南方电网有限责任公司党组书记、董事长孟振平表示，深入学习贯彻习近平总书记重要指示精神， 南方电网坚定全面履行经济责任、政治责任、社会责任，高质量服务超2.7亿人口用上电、用好电，扛 牢能源电力保供政治责任，持续深化新型能源体系和新型电力系统建设，助力能源强国建设。 "总书记的重要指示让我们备受鼓舞。"中国华能集团有限公司党组书记、董事长温枢刚表示，作为全球 装机容量第二大发电集团，中国华能始终守牢保发电、保民生、保供热底线，切实发挥能源保供国家队 作用。中国华能将继续以保障国家能源安全为首责，以能源技术创新为引领，在推进中国式现代化进程 中更好发挥作用。 作为全球基础设施建设领域规模最大、实力最强的多功能 ...

洛克希德马丁(LMT.US)涨1.3%，报489美元。消息面上，美国国防部表示，此前授予洛克希德马丁的一 项与C-130J"超级大力神"运输机的交付、开发和工程相关合同的价值已从150亿美元增加到250亿美元。 该合同涉及到对埃及、澳大利亚、新西兰、法国、菲律宾、挪威和德国的销售。(格隆汇) ...

格隆汇12月24日丨航宇科技(688239.SH)公布，近日，公司收到交易商协会出具的《接受注册通知 书》，交易商协会决定接受公司科技创新债券注册。《接受注册通知书》主要内容如下： 一、公司本次注册基础品种为超短期融资券，注册金额为2 亿元，注册额度自本通知书落款之日起 2 年 内有效，由贵阳银行股份有限公司主承销。 二、公司在注册有效期内可分期发行科技创新债券，接受注册后如需备案发行，应事前先向交易商协会 备案。公司应按照有权机构决议及相关管理要求，进行发行管理。发行完成后，应通过交易商协会认可 的途径披露发行结果。 ...

二、公司在注册有效期内可分期发行科技创新债券，接受注册后如需备案发行，应事前先向交易商协会 备案。公司应按照有权机构决议及相关管理要求，进行发行管理。发行完成后，应通过交易商协会认可 的途径披露发行结果。 格隆汇12月24日丨航宇科技(688239.SH)公布，近日，公司收到交易商协会出具的《接受注册通知 书》，交易商协会决定接受公司科技创新债券注册。《接受注册通知书》主要内容如下： 一、公司本次注册基础品种为超短期融资券，注册金额为2 亿元，注册额度自本通知书落款之日起 2 年 内有效，由贵阳银行股份有限公司主承销。 ...

空中 客车公司发表声明称，西班牙正在通过国防部军备和物资总局(DGAM) 订购100架空客直升机。该 订单涵盖四种不同型号的直升机，将交付给西班牙武装力量的三个分支军种。 ...

资料显示，C-130J"超级大力神"运输机是洛克希德马丁研制的先进战术运输机，以其多用途性和可靠性 著称。该运输机现已装备许多北约成员国、中东和北非国家、加拿大、印度及澳大利亚的军队。洛克希 德马丁在2020年获得美国国防部价值150亿美元的合同，合同涵盖2030年(含)前的C-130J设计、集成、 完善和生产(包括出口生产)。 此外，波音(BA.US)防务系统于近日获得了美国国防部一份价值20.4亿美元的任务订单，用于推进其B- 52轰炸机"商业发动机更换计划"。此项资金将支持该计划在完成关键设计评审后，进入下一阶段的开发 工作。这两项合同反映了美国空军对其战略轰炸机与战术运输机机队的持续现代化投入。 智通财经APP获悉，美国国防部周二表示，此前授予洛克希德马丁(LMT.US)的一项与C-130J"超级大力 神"运输机的交付、开发和工程相关合同的价值已从150亿美元增加到250亿美元。根据美国国防部的说 法，这涉及到对埃及、澳大利亚、新西兰、法国、菲律宾、挪威和德国的销售。 ...

（文章来源：央视新闻） 当地时间23日获悉，美国已向加勒比地区增派多架特种作战飞机和部队，包括至少10架CV-22型"鱼 鹰"倾转旋翼机，以进一步向委内瑞拉政府施压。 ...

Core Viewpoint - Gold is projected to be the biggest winner among commodities and safe-haven assets in 2025, with a significant increase in its price, while traditional safe-haven assets have underperformed compared to the S&P 500 index [1][4]. Group 1: Precious Metals Performance - Precious metals, including gold, silver, and platinum, have collectively surged in 2025, outperforming the MSCI global stock index, with gold prices rising over 70%, marking the largest increase since the 1979 oil crisis [1][4]. - Silver and platinum have also seen their prices more than double, indicating a strong performance across the precious metals sector [1][4]. Group 2: Market Dynamics - The unexpected resilience of the global economy, coupled with rising geopolitical tensions and concerns over an "AI bubble," has contributed to the extreme pricing dynamics where traditional safe-haven assets have failed [1][7]. - The defense and military sector has emerged as an alternative safe haven, with U.S. aerospace and defense stocks rising by 36% and European counterparts increasing by 55% due to rearmament efforts in Europe [4][8]. Group 3: Traditional Safe-Haven Assets - Traditional safe-haven assets, such as government bonds and defensive stocks, have underperformed significantly, with global government bond prices unexpectedly declining by about 1% [15][17]. - The performance of traditional defensive sectors, including utilities and consumer staples, has lagged behind the S&P 500 index, with consumer staples being the worst-performing sector, rising only about 2% [17][18]. Group 4: Currency Performance - The Japanese yen and Swiss franc, typically viewed as safe-haven currencies, have also disappointed in 2025, with the yen declining approximately 4% against major trading partners [20][21]. - The U.S. dollar index (DXY) experienced a significant drop of 12% during periods of geopolitical turmoil, indicating a lack of safe-haven characteristics for both the dollar and yen in 2025 [23][21]. Group 5: Volatility Strategies - Volatility strategies, often used as hedging tools, have failed to deliver returns in 2025, with the VIX index reflecting lower volatility levels by year-end compared to the beginning of the year [24][26].