每经AI快讯，爱克股份（SZ 300889，收盘价：20.62元）12月17日晚间发布公告称，公司于近日接到公 司股东张锋斌先生通知，获悉其将持有的部分公司股份办理了质押业务，本次质押151万股。截至本公 告日，张锋斌累计质押股数为414万股，占其所持股份比例为23.9%。 2024年1至12月份，爱克股份的营业收入构成为：LED行业占比69.68%，新能源材料行业占比17.49%， 光伏风电行业占比10.49%，新能源汽车充电行业占比1.94%，其他业务占比0.39%。 （记者 王晓波） 每经头条（nbdtoutiao）——"太空快递"来了？全国首个民营飞船成功"上天"！背后公司创始人：正积 极开发"中型货运飞船"低成本产品 截至发稿，爱克股份市值为45亿元。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 亚太股市惨烈杀跌！ 12月16日早盘，权益类资产集体杀跌。日经指数跌超1.3%，韩国KOSPI指数大跌超1.7%。A股和港股也 受到了冲击，A股三大指数均跌超1%，军工、商业航天、光伏风电、影视等板块跌幅居前，沪深北三 市下跌个股超4500只。 那么，究竟有何不利消息？分析人士认为，从全球的角度来看，最大的变数可能来自日本央行加息。据 日经中文网消息，日本央行12月18日—19日将召开金融政策决定会议，上调目前为0.5%的政策利率。 最可能的方案是加息0.25%至0.75%。另外，日本央行最早将于1月开始出售ETF持仓。虽然外界认为， 套息交易规模已经小于去年，但若加上最近AI交易的退潮，冲击可能也不容小视。 惨烈杀跌 12月16日早盘，MSCI亚太指数下跌1%。日经指数跌超1.3%，韩国KOSPI指数大跌超1.7%。港股三大指 数亦是全线杀跌，恒生科技指数再度大跌近1.7%。富时中国A50指数期货跌幅也扩大至1%。 A股市场，几乎是全线下跌。平均股价跌超1%，并再度破位。A股三大指数早盘低开后持续调整，跌幅 皆超1%，板块方面，影视院 ...

每经AI快讯，爱克股份（SZ 300889，收盘价：24.58元）12月5日晚间发布公告称，公司第六届第十二 次董事会会议于2025年12月5日在公司会议室以通讯方式召开。会议审议了《关于为子公司提供担保的 议案》等文件。 每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 （记者 贾运可） 2024年1至12月份，爱克股份的营业收入构成为：LED行业占比69.68%，新能源材料行业占比17.49%， 光伏风电行业占比10.49%，新能源汽车充电行业占比1.94%，其他业务占比0.39%。 截至发稿，爱克股份市值为54亿元。 ...

一轮牛市，人们只会记得最后的"疯"，很少有人记得它之前往往是漫长、枯燥、甚至伴随质疑声的"慢"。 2015年的疯牛，真正的起点在2013年； 2021年大家口口声声说是牛市，但上证指数全年几乎横着走，赚钱效应主要来自中小盘和赛道股。 今天的A股，又一次站在类似的阶段： 指数不算耀眼，情绪时冷时热，但结构已经发生了关键变化。 我的核心判断是： 这轮牛市尚未结束，仍处在从"慢热"走向"发酵"的阶段，未来3个月，A股有较大概率走出类似2014年底那种"先挖坑、再 拉升"的节奏，春节前后或是情绪爆点。 下面我们从资金、政策、结构和时间节奏四个维度，把这件事讲清楚。 一、情绪冰冷，往往不是牛市结束，而是主升浪的酝酿期 很多人这两年最大的感受是： "指数没涨多少，我的账户怎么反而更难做了？" "明明新闻天天说利好，怎么盘面老是阴晴不定？" 如果只盯着指数，你确实很难判断牛熊。 从几个关键"现象"看，目前更符合"牛市中段，而非尾声"的特征： 散户参与度并不高 新开户数据温和，没有出现2015年那种开户潮。 银行存款搬家迹象有限，居民资金并未大规模杀入股市。 社交网络上"炒股一夜翻倍"的故事极少，讨论热度远未"泛滥"。 场内 ...

Company Overview - Aike Co., Ltd. (SZ 300889) announced on November 20 that its controlling shareholder, Mr. Xie Mingwu, has pledged 3.95 million shares, bringing the total pledged shares to 27.647 million, which accounts for 43.56% of his holdings [1] Revenue Composition - For the year 2024, Aike's revenue composition is as follows: LED industry contributes 69.68%, new energy materials account for 17.49%, photovoltaic and wind power sectors represent 10.49%, electric vehicle charging industry makes up 1.94%, and other businesses contribute 0.39% [1] Market Capitalization - As of the announcement date, Aike's market capitalization stands at 5.7 billion yuan [1]

Company Overview - Aike Co., Ltd. (SZ 300889) announced a board meeting on November 11, 2025, to discuss the proposal for the re-election of a non-independent director [1] - As of the report, Aike's market capitalization is 4.9 billion yuan [1] Revenue Composition - For the year 2024, Aike's revenue composition is as follows: - LED industry: 69.68% - New energy materials: 17.49% - Photovoltaic and wind power: 10.49% - New energy vehicle charging: 1.94% - Other businesses: 0.39% [1]

Group 1 - The State Council issued an implementation opinion to accelerate the cultivation of scenarios and promote large-scale application of new scenarios [1] - The Ministry of Commerce announced a suspension of the second clause of the announcement regarding the export control of dual-use items to the United States [1] - The Ministry of Commerce responded to the ASML semiconductor issue, agreeing to the Netherlands' request for personnel to come to China for consultations [1] Group 2 - The white paper on "China's Actions for Carbon Peak and Carbon Neutrality" indicates that the proportion of non-fossil energy consumption will increase from 16.0% in 2020 to 19.8% in 2024 [1] - The National Energy Administration is accelerating the development of photovoltaic and wind power industries in mining areas, promoting clean energy alternatives [1] Group 3 - As of the end of October, China's foreign exchange reserves stood at $33,433 billion [1] - The China Securities Regulatory Commission approved the registration of platinum and palladium futures and options [1] Group 4 - The Ministry of Finance will continue to implement special actions to boost consumption, providing financial subsidies for personal consumption loans in key areas and loans to related industry operators [1] - The National Bureau of Statistics reported a year-on-year increase of 0.2% in consumer prices for October 2025 [1]

Report Summary 1. Report Industry Investment Rating No industry investment rating is provided in the report. 2. Core Viewpoints - The "15th Five - Year Plan" emphasizes high - quality economic development, with potential continuation of the "14th Five - Year Plan" approach of downplaying specific GDP growth targets. Mid - to long - term, there may be an implicit economic growth target to reach the level of moderately developed countries by 2035 [3][11]. - The priority of "industry" in the "15th Five - Year Plan" has increased, with a shift in industrial development goals and a change in the order of goals, highlighting the precedence of the "industrial ecosystem" [4][14]. - Technological innovation and new - quality productivity remain the main lines of development, with a more proactive stance on technological self - reliance and focus on breaking through "bottleneck" areas [5][17]. - The strategy of expanding domestic demand has been upgraded from "investment - driven" to "emphasizing both people and things", aiming to boost residents' consumption ability and income expectations [6][20]. - Deep - level reforms have entered a new stage of systematic integration, with a focus on stimulating the vitality of various business entities and improving the macro - economic governance system [22]. 3. Summary by Directory "15th Five - Year Plan" Bulletin Emphasizes Economic High - Quality Development - The main goals of the "15th Five - Year Plan" involve multiple aspects such as high - quality development, technological self - reliance, reform, people's livelihood, and national security. Economic development goals may continue the "14th Five - Year Plan" orientation, de - emphasizing specific GDP growth targets [3][11]. - To reach a per - capita GDP of about $25,000 in 2035 from $13,400 in 2024, the nominal GDP growth rate needs to reach 6.3%. Considering a price increase of 1.3% - 1.5% per year, the average GDP growth should be 4.8% - 5.0% [3][12]. "Industry" in the "15th Five - Year Plan" Bulletin's Priority Increase - The "15th Five - Year Plan" Bulletin emphasizes building a modern industrial system, with industrial development goals shifting from "upgrading industrial bases and modernizing industrial chains" to "intelligent, green, and integrated directions". It also adds new expressions about building a modern industrial system with advanced manufacturing as the backbone [4][14]. - The order of goals in the bulletin has changed, with the industrial system taking the first place, indicating a strategic shift from "technology - driven industrial upgrading" to "system - based industrial construction leading technological breakthroughs" [4][15]. Technological Innovation and New - Quality Productivity Remain the Development Main Line - The word "technology" appears 10 times in the bulletin, highlighting the value of technological innovation and the need to lead the development of new - quality productivity [5][17]. - Compared with the "14th Five - Year Plan", the "15th Five - Year Plan" has a more proactive stance on technological self - reliance, aiming to seize the high - ground in technological development and focus on breaking through "bottleneck" areas [5][17]. Expansion of Domestic Demand from "Investment - Driven" to "Emphasizing Both People and Things" - The new statement of "combining people - oriented and thing - oriented investment" in the bulletin is a major upgrade of the domestic demand strategy, aiming to enhance residents' consumption ability and income expectations [6][20]. - Future policies may focus on improving the social security system, promoting high - quality full employment, and perfecting the income distribution system to boost consumption. Specific work includes promoting consumption through various means and making targeted and efficient investments [20]. Deep - Level Reforms Enter a New Stage of Systematic Integration - The "15th Five - Year Plan" aims to build a high - level socialist market economic system, enhance the driving force for high - quality development, and improve the macro - economic governance system [22]. - Given the complex reform environment and overlapping reform tasks with the "15th Five - Year Plan" period, future reforms will focus more on systematicness and synergy, including stimulating the vitality of business entities and improving macro - economic governance efficiency [22]. Potential Industry Trends and High - Quality Tracks - The bulletin provides clues for market exploration of industry trends and high - quality tracks, including high - end and intelligent manufacturing in the modern industrial system, artificial intelligence, low - altitude economy, semiconductors, and new materials in emerging and future industries, photovoltaic and wind power in green transformation, and cloud computing and computing power infrastructure in digital China construction [6][23].

Group 1 - The A-share major indices have further weakened, with the ChiNext Index dropping over 3.00%, the Shanghai Composite Index falling by 1.75%, and the Shenzhen Component Index decreasing by 2.75% [1] - Sectors such as power grid equipment, semiconductor chips, photovoltaic wind power, and nuclear fusion experienced significant declines, leading to nearly 4,600 stocks in the Shanghai, Shenzhen, and Beijing markets falling [1]

Core Viewpoint - The A-share market continues to decline, with significant drops in various indices and sectors, indicating a bearish trend in the market [1]. Index Performance - The Shanghai Composite Index closed at 3885.87, down by 30.35 points or 0.78% [2]. - The ChiNext Index fell to 2972.59, decreasing by 64.85 points or 2.14% [2]. - The Shenzhen Component Index ended at 12854.52, down by 231.89 points or 1.77% [2]. - The Sci-Tech 50 Index dropped to 1374.81, a decline of 41.76 points or 2.95% [2]. - The CSI 300 Index closed at 4563.45, down by 54.97 points or 1.19% [2]. - The SSE 50 Index ended at 2998.40, decreasing by 20.80 points or 0.69% [2]. Sector Performance - Key sectors that experienced significant declines include electric grid equipment, semiconductor chips, photovoltaic and wind power, superhard materials, wireless charging, and military equipment restructuring [1]. - Nearly 3800 stocks in the Shanghai and Shenzhen markets saw declines [1].