证券之星消息，1月5日摩托车及其他板块较上一交易日上涨0.24%，绿通科技领涨。当日上证指数报收 于4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。摩托车及其他板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301322 | 绿通科技 | 28.53 | 3.82% | 2.51万 | 7206.32万 | | 301345 | 涛涛车业 | 257.60 | 2.50% | 1.80万 | 4.62亿 | | 6000689 | 九号公司 | 56.33 | 1.33% | 7.82万 | 4.36亿 | | 603529 | 爱玛科技 | 30.07 | 1.25% | 4.80万 | 1.44亿 | | 603129 | 春风动力 | 281.80 | 1.12% | 1.31万 | 3.68亿 | | 300994 | 久祺股份 | 15.94 | 0.95% | 2.45万 | 3890.91万 | | 002105 | 信隆健康 ...

浙江春风动力股份有限公司收到中国证监会《关于同意浙江春风动力股份有限公司向不特定对象发行可 转换公司债券注册的批复》（证监许可〔2025〕2903号），同意公司可转债发行注册申请。本次发行须 按报送上海证券交易所的申报文件和发行方案实施，批复有效期为12个月。如发生重大事项，公司需及 时报告上交所并履行信息披露义务。董事会将依据授权推进后续工作。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总：获证监会同意向不特定对象发行可转换公司债券注册的批复 公司公告汇总 截至2025年12月26日收盘，春风动力（603129）报收于278.34元，较上周的297.21元下跌6.35%。本 周，春风动力12月22日盘中最高价报298.56元。12月25日盘中最低价报275.12元。春风动力当前最新总 市值425.2亿元，在摩托车及其他板块市值排名2/16，在两市A股市值排名436/5181。 本周关注点 ...

1. Report's Investment Rating for the Industry - No information provided regarding the industry's investment rating. 2. Core Views of the Report - Bullish on the equity market during the "Spring Rally". With the expected strengthening of underlying stocks and seasonal effects, there is a slight room for convertible bond valuations to increase. When selecting bonds, focus on the performance elasticity of the underlying stocks. For near - maturity convertible bonds, consider participating in the underlying stocks [27]. - In the stock market, in December 2025, the risk appetite was high. Looking ahead, the RMB appreciation expectation is strengthening, and with the end of the year - end ranking assessment of financial institutions, the "Spring Rally" is expected to gradually kick off. In January, if the market adjusts during the intensive performance forecast period, investors can buy on dips and focus on resources, AI computing power, batteries, polyester industry chain, AI edge devices, and securities [27]. - In the convertible bond market, in December 2025, the CSI Convertible Bond Index reached a new high since July 2015. Although the share of convertible bond ETFs continued to decline, the market premium rate increased. In the future, due to seasonal effects, some institutional investors may gradually increase their positions in January, and convertible bond valuations have a slight room for improvement [27]. 3. Summary of Each Section 3.1 2025 December Convertible Bond Market Review - **Stock and Bond Market Review**: In December, the equity market fluctuated upwards, and the bond market generally fluctuated. The Shanghai Composite Index rose for nearly 10 consecutive trading days in the middle and late - December, closing at 3963.68 on December 26, with a monthly increase of 1.27%. The 10 - year Treasury bond yield closed at 1.838% on December 26, up 0.10bp from the beginning of the month, and the 30 - year Treasury bond yield closed at 2.223%, up 3.32bp from the beginning of the month [4][8]. - **Convertible Bond Market Review**: The convertible bond market generally rose following the equity market. The premium rates of convertible bonds in all parity ranges increased, but convertible bond ETFs continued to face outflow pressure. Five convertible bonds announced downward revisions, one more than the previous month, and 10 convertible bonds announced forced redemptions, two less than the previous month. The CSI Convertible Bond Index closed at 493.2 on December 26, up 2.31% [5][8]. - **Industry Performance**: In the Shenwan industry classification, sectors such as national defense and military industry (+12.25%), communication (+10.55%), and non - bank finance (+8.27%) performed well, while sectors such as media (-4.77%), banks (-3.68%), and coal (-3.62%) declined [8]. 3.2 2026 January Convertible Bond Allocation Strategy - **Stock Market Outlook**: The RMB appreciation expectation is strengthening, and the "Spring Rally" is expected to start. In January, if the market adjusts during the performance forecast period, investors can buy on dips. Focus on resources, AI computing power, batteries, polyester industry chain, AI edge devices, and securities [27]. - **Convertible Bond Outlook**: Due to seasonal effects, some institutions may increase their positions in January. Convertible bond valuations have a slight room for improvement. When selecting bonds, relative - return funds should focus on high - probability sectors with a high - beta underlying stocks, and absolute - return funds should focus on high - odds sectors [27][28]. - **Bond Selection Suggestions**: For relative - return funds, focus on sectors such as lithium - battery materials, semiconductor equipment and materials, power semiconductors, high - quality auto parts, anti - involution industries, and securities. For absolute - return funds, focus on industry leaders with low valuations, sectors such as pig farming, power, and water supply, and convertible bond debt - to - equity conversion [28]. 3.3 2026 January "Top Ten Convertible Bonds" Portfolio | Convertible Bond Code | Convertible Bond Name | Underlying Stock Name | Industry | Balance (Billion Yuan) | Convertible Bond Price (Yuan) | Convertible Bond Parity (Yuan) | Conversion Premium Rate (%) | Rating | Recommendation Reason | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 113043.SH | Caitong Convertible Bond | Caitong Securities | Securities II | 37.99 | 133.52 | 109.71 | 21.70 | AAA | The securities sector will see a double - hit of valuation and profit in a bull market [30]. | | 123254.SZ | EVE Convertible Bond | EVE Energy | Battery | 49.98 | 167.64 | 134.65 | 24.51 | AA+ | The demand for energy storage is strong, and the shipment volume in the third quarter increased significantly year - on - year and quarter - on - quarter [30]. | | 113695.SH | Huachen Convertible Bond | Jiangsu Huachen | Power Grid Equipment | 4.60 | 160.16 | 122.10 | 31.17 | A+ | The company's new production capacity is put into operation just as the demand for energy storage is growing rapidly [30]. | | 113634.SH | Proya Convertible Bond | Proya | Cosmetics | 7.51 | 125.13 | 70.36 | 77.83 | AA | As a domestic beauty leader, its brand and product strength are outstanding, and its valuation at a historical low is expected to be restored [30]. | | 113616.SH | Will Semiconductor Convertible Bond | Will Semiconductor | Semiconductor | 24.32 | 124.07 | 78.35 | 58.36 | AA+ | The company is accelerating its introduction into intelligent driving and emerging markets and has launched new mobile phone products with strong competitiveness [30]. | | 118040.SH | Hongwei Convertible Bond | Hongwei Technology | Semiconductor | 4.30 | 149.72 | 116.17 | 28.88 | A | Power semiconductors benefit from the growth of power supply and energy storage demand [30]. | | 113674.SH | Huashe Convertible Bond | Huashe Group | Engineering Consulting Service II | 4.00 | 129.29 | 89.47 | 44.51 | AA | As a leader in infrastructure design, its main business is stabilizing, and intelligent design and low - altitude economy provide growth points [30]. | | 123222.SZ | Bojun Convertible Bond | Bojun Technology | Auto Parts | 2.44 | 224.63 | 194.72 | 15.36 | A+ | The growth of customer sales and the increase in ASP per vehicle drive up revenue and profit [30]. | | 113666.SH | Aima Convertible Bond | Aima Technology | Motorcycle and Others | 19.99 | 125.11 | 79.63 | 57.12 | AA | The new national standard may promote the market share of the two - wheeled vehicle leader [30]. | | 123247.SZ | Wankai Convertible Bond | Wankai New Materials | Plastics | 19.64 | 172.30 | 150.18 | 14.73 | AA | Under the "anti - involution" of bottle chips, the processing fee is expected to stabilize, and the company is entering the rPET blue - ocean market [30]. |

12月31日，新日股份盘中上涨2.00%，截至10:40，报13.25元/股，成交2030.49万元，换手率0.68%，总 市值30.49亿元。 资金流向方面，主力资金净流入7.29万元，大单买入153.20万元，占比7.54%，卖出145.90万元，占比 7.19%。 新日股份所属申万行业为：汽车-摩托车及其他-摩托车。所属概念板块包括：华为鸿蒙、DeepSeek概 念、小盘、华为概念、QFII持股等。 截至9月30日，新日股份股东户数1.60万，较上期减少22.09%；人均流通股14342股，较上期增加 28.35%。2025年1月-9月，新日股份实现营业收入35.74亿元，同比增长26.27%；归母净利润1.16亿元， 同比增长39.52%。 分红方面，新日股份A股上市后累计派现3.55亿元。近三年，累计派现1.94亿元。 机构持仓方面，截止2025年9月30日，新日股份十大流通股东中，招商量化精选股票发起式A （001917）位居第五大流通股东，持股171.37万股，相比上期增加40.01万股。招商中证2000指数增强A （019918）位居第八大流通股东，持股79.71万股，为新进股东。招商成长量化 ...

证券之星消息，12月25日摩托车及其他板块较上一交易日上涨1.02%，征和工业领涨。当日上证指数报 收于3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。摩托车及其他板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600679 | 上海凤凰 | 13.88 | -0.57% | 8.74万 | 1.21亿 | | 603787 | 新日股份 | 13.17 | -0.15% | 2.17万 | 2837.52万 | | 60006899 | 九号公司 | 59.07 | 0.08% | 3.73万 | 2.20亿 | | 301345 | 涛涛车业 | 242.60 | 0.09% | 6301.1 | 1.52亿 | | 603529 | 爰玛科技 | 30.10 | 0.37% | 3.50万 | 1.06亿 | | 600818 | 中路股份 | 9.87 | 0.51% | 3.35万 | 3297.17万 | | 300994 | 久 ...

证券之星消息，12月22日摩托车及其他板块较上一交易日上涨0.21%，千里科技领涨。当日上证指数报 收于3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。摩托车及其他板块个股涨跌见下 表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日摩托车及其他板块主力资金净流出4180.31万元，游资资金净流出6298.05万 元，散户资金净流入1.05亿元。摩托车及其他板块个股资金流向见下表： ...

在我漫长的职业生涯中，身边的朋友客户，人来人往。有些当年认识的小伙伴，已经不知去向。也有些 人因为底层价值观的不同，逐渐淡去。但是刚登峰依然是我少数保持交流的好朋友。芒格曾经说过，我 们不需要和绝大多数人交往，只需要少数诚信的朋友。刚登峰，就是我眼中靠谱的好伙伴。 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！ 来源：点拾投资 导读：在投资中最重要的函数是时间。爱因斯坦说过，复利是第八大奇迹。时间越长，复利的威力越 大。对于基金经理的研究来说，时间也是考察基金经理几乎最重要的因素。时间越长，能看到一个越真 实的基金经理，也更容易建立对他的信任。 我早在2009年刚入行的时候，就认识了彼时在东方证券资产管理业务总部做研究员的刚登峰。我们几乎 是同一个时间入行，见证了彼此在不同赛道的成长。我还记得第一次交换名片时，他笑着对我说"我叫 刚登峰，刚刚登上山峰"。 2019年刚开始做"基金经理英雄榜"栏目时，他是我们第11期访谈的基金经理。至今，点拾投资的"基金 经理英雄榜"已经做到了超过580期，访谈了超过600位基金经理。而悄然间，刚登峰也从2009年我们初 识时那个羞涩的大男孩，成长为一 ...

导读：在投资中最重要的函数是时间。爱因斯坦说过，复利是第八大奇迹。时间越长，复利的威力越大。对于基金经理 的研究来说，时间也是考察基金经理几乎最重要的因素。时间越长，能看到一个越真实的基金经理，也更容易建立对他 的信任。 我早在2009年刚入行的时候，就认识了彼时在东方证券资产管理业务总部做研究员的刚登峰。我们几乎是同一个时间 入行，见证了彼此在不同赛道的成长。我还记得第一次交换名片时，他笑着对我说"我叫刚登峰，刚刚登上山峰"。 入门就学价值投资 我们在访谈基金的时候，通常第一个问题是关于他的成长经历。在访谈了超过几百位基金经理后，我们发现一个人最初 接触的领域和方法论，对塑造他之后的投资框架会产生极大的影响。这就类似于大部分人都深受原生家庭的影响。比如 说，入行看科技股的人，投资方法会更容易偏向极致的成长。入行看金融地产的人，投资方法更容易偏向低估值。入行 看消费的人，投资方法更容易偏向质量。比方法论更重要的是，一个基金经理投资价值观的形成。 刚登峰是幸运的，他刚毕业就加入了东方证券资产管理业务总部，进入了一个非常好的"原生家庭"。当年的东方证券资 产管理业务总部尚在"低调发展"中，但大腕级投资管理人已然不 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月19日摩托车及其他板块较上一交易日上涨1.97%，信隆健康领涨。当日上证指数报 收于3890.45，上涨0.36%。深证成指报收于13140.22，上涨0.66%。摩托车及其他板块个股涨跌见下 表： 从资金流向上来看，当日摩托车及其他板块主力资金净流入9614.12万元，游资资金净流出1.12亿元，散 户资金净流入1557.15万元。摩托车及其他板块个股资金流向见下表： ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月18日摩托车及其他板块较上一交易日下跌0.58%，千里科技领跌。当日上证指数报 收于3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。摩托车及其他板块个股涨跌见下 表： 从资金流向上来看，当日摩托车及其他板块主力资金净流入1576.15万元，游资资金净流出332.04万元， 散户资金净流出1244.11万元。摩托车及其他板块个股资金流向见下表： ...