（来源：财经思享汇） 回顾2025年十大赛道的"牛"股，看它们为什么涨的好。 作者 | 卞可心 编辑 | 管东生 随着2025年12月31日收盘，A股市场正式落下帷幕。据统计数据，剔除2025年新上市的116只新股，全 年256个交易日内，上证综指、深证成指、创业板指涨幅分别达到18.41%、29.87%、49.57%，年内表现 显著优于2024年，尤其创业板指涨幅接近50%。 2025年11月末，A股市场上证指数最高点达到4034.08点，相较2024年最高点上涨12.06%。自2015年以 来，时隔十年，沪指再次突破4000点大关。 众多企业在2025年表现出色，股价大增，更有甚者股价涨幅超400%。 现《财经思享汇》根据iFinD和上市公司公告，统计2025年1月1日至12月31日一整个自然年内，A股上 市公司涨幅最明显的10家公司。 需要注意的是，本次盘点集中于热门行业及高增长企业，去除了同一行业内重复企业，本次遴选还会搁 置周期底部行业。此外，为凸显"高增长""高质量"企业，将去除低市值（低于100亿元），以及存在资 本炒作、行业"黑天鹅"等偶发要素的企业。 本次统计结果显示，商业航天、"海峡两岸" ...

每经AI快讯，严牌股份（SZ 301081，收盘价：10.7元）11月24日晚间发布公告称，公司第四届第二十 三次董事会会议于2025年11月21日在天台县始丰街道永兴路1号以现场结合通讯的方式召开。会议审议 了《关于调整公司组织架构的议案》等文件。 （记者 曾健辉） 截至发稿，严牌股份市值为24亿元。 每经头条（nbdtoutiao）——大鹏工业战略配售"肥"了自家人！认购价9元，上市首日涨到118元，实控 人和亲哥哥凭配售一天浮盈2492万元 2025年1至6月份，严牌股份的营业收入构成为：专用设备业占比94.71%，其他业务占比5.29%。 ...

Group 1 - Company Yanpai Co., Ltd. (SZ 301081) held a temporary board meeting on October 13, 2025, to discuss the proposal regarding the non-early redemption of "Yanpai Convertible Bonds" [1] - For the first half of 2025, Yanpai's revenue composition was 94.71% from specialized equipment and 5.29% from other businesses [1] - As of the report date, Yanpai's market capitalization was 2.4 billion yuan [1]

Group 1 - The company Yanpai Co., Ltd. announced on August 5 that after providing guarantees, the total amount of external guarantees will be 820 million yuan, which accounts for 80.16% of the company's audited net assets for the year 2024 [2] - For the fiscal year 2024, the revenue composition of Yanpai Co., Ltd. is as follows: specialized equipment industry accounts for 94.65%, while other businesses account for 5.35% [2]

严牌股份（SZ 301081，收盘价：10.77元）8月5日晚间发布公告称，公司第四届第十九次董事会会议于 2025年8月5日在天台县始丰街道永兴路1号以现场结合通讯的方式召开。会议审议了《关于召开公司 2025年第三次临时股东大会的议案》等文件。 2024年1至12月份，严牌股份的营业收入构成为：专用设备业占比94.65%，其他业务占比5.35%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The national manufacturing PMI for May recorded at 49.5%, showing a 0.5 percentage point increase from the previous month, indicating a near median level for the same period over the past five years [1][3][4]. Demand and Supply - Both demand and supply sides have improved, with external demand rebounding more strongly than internal demand. The new order index rose to 49.8%, up 0.6 percentage points, while the new export order index increased by 2.8 percentage points to 47.5% [6][12]. - The production index rose by 0.9 percentage points to 50.7%, indicating a recovery in manufacturing production [6][10]. Industry Performance - The equipment manufacturing and high-tech manufacturing sectors showed significant growth in new orders, with indices above 52%. Consumer goods manufacturing also saw a stable increase, with new export orders rising over 6 percentage points into the expansion zone [1][8]. - However, some industries, such as textiles and non-ferrous metal processing, reported new order and production indices below the critical point, indicating insufficient release of production and demand [6][8]. Price Trends - The decline in price indices has narrowed significantly, with raw material prices and factory gate prices both decreasing by only 0.1 percentage points compared to the previous month. This indicates that the ability of companies to pass on costs has not yet recovered [10][12]. Non-Manufacturing Sector - The non-manufacturing business activity index recorded at 50.3%, slightly down by 0.1 percentage points but still above the critical point. The construction sector showed a business activity index of 51%, indicating ongoing expansion [12][13]. - The service sector's business activity index rose to 50.2%, reflecting a slight recovery driven by holiday consumption demand [13].