"十五五"规划建议明确提出，优化提升传统产业，推动重点产业提质升级。各地企业把握市场需求，加强科技创新、升级工艺、优化产品，让传统产业焕发 新活力。 在黔东南苗族侗族自治州贵州炉碧经济开发区的这家玻璃制造企业车间里，技术团队正在对即将产出的1.4毫米超薄玻璃进行数据监测。得益于对熔窑温度 正负0.5摄氏度的精密控制和拉边机参数的毫厘微调，企业在半年内实现了玻璃厚度从2毫米到1.4毫米的突破，生产的产品也向电子显示、光伏组件等高附加 值领域加速延伸。 刘向阳 贵州海生玻璃有限公司生产厂长刘向阳表示，玻璃每薄0.1毫米，就像百米赛跑。公司研发团队在玻璃成分设计、熔化工艺、成型技术、退火处理等核心环 节实现了系统性的突破，攻克了超薄玻璃生产中厚薄差和平整度等行业共性难题，优质加工级率达到90%以上。 玻璃产业的升级，不仅体现在"做薄"，也在于"做特"。在同一个园区内的另一家玻璃制造企业，通过生产用于绿色建筑的低辐射镀膜玻璃，与其他企业形成 了"薄特互补"的差异化格局。园区也通过引导产业协同，有效降低了企业的物流、仓储等成本，激发创新活力。 ............. ...... a a pa a can a se ...

2025年的A股市场，就像一场冰火交织的极端实验。 一边是上纬新材凭借人形机器人概念狂飙1820%，天普股份借AI芯片借壳预期暴涨1662%，另一边是紫 天退因财务造假暴跌96%、11万股东血本无归的资本坟场。 全市场超4000只股票上涨，创业板指大涨近50%，仍有40只个股跌幅超过30%、这场"真普涨"行 情背后，实则是资金对传统行业的集体逃亡与对新质生产力的疯狂押注。 万科A全年跌幅34.71%，保利发展下跌28.77%，这两家曾经的千亿地产龙头，如今成为跌幅榜上的"难兄难弟"。 房地产调控政策持续收紧，行业融资环境 紧张，购房者信心低迷，导致销售回款断崖式下滑。 以万科为例，其股价从年初高位一路震荡下行，市场资金如潮水般撤离地产板块，转向科技与新能源 赛道。 同样惨烈的还有上汽集团，跌幅25.64%。 传统车企在新能源转型浪潮中步履蹒跚，面对比亚迪、特斯拉的强势冲击，上汽的新能源汽车销量增长不及预 期，燃油车市场则持续萎缩。 未能及时跟上智能化、电动化趋势，让这家老牌车企在2025年单边下跌的行情中毫无还手之力。 白酒板块的分化在2025年达到极致。 洋河股份跌幅22.07%，五粮液下跌19.96%，而 ...

专题：2026年A股能冲多高？机构普遍看涨至4000点上方 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 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！ 12月31日消息，三大股指涨跌不一，深成指、创指高开低走，创指跌超1%。板块方面，商业航天概念 持续爆发，十余只成分股涨停，中国卫通4天2板续创历史新高；AI应用端表现活跃，福石控股涨超 10%；数字货币概念震荡走强，易点天下涨近10%涨幅居前；下跌方面，白酒板块持续下挫，古井贡酒 跌幅居前；半导体概念股集体走低，赛微电子、寒武纪领跌；贵金属板块震荡走弱，晓程科技领跌。总 体来看，个股跌多涨少，下跌个股超2700只。截至收盘，沪指报3968.84点，涨0.09%；深成指报 13525.02点，跌0.58%；创指报3203.17点，跌1.23%。 盘面上，小红书概念、军工电子、机场航运板块涨幅居前，化学纤维、医药商业、种植业与林业板块跌 幅居前。 2025年A股市场呈现"结构性牛市"特征。创业板指以49.57%的年度涨幅强势领跑，沪指于10月28日一举 突破4000点大关，创下近十年新高，全年上涨18.41%，深证 ...

转自：扬子晚报 12月20日，2025首届大学生品牌建设创新大赛决赛暨颁奖典礼在南京举行，大赛紧扣主题"讲好品牌故 事，智创品牌未来"，以"企业出真题，学生施创意"的模式展开，来自长三角地区的青年学子与高校、 企业代表，共同见证了这一品牌建设与创新实践深度融合的盛会。 经过激烈角逐，59支队伍最终诞生本科组、专科组一、二等奖，并在当天举行的"品牌精英"邀请赛中决 出冠、亚、季军。 长三角青年人才汇聚金陵，校企共筑品牌"创新实战场" "企业的品牌创新要求，主打一个年轻化，我们身为05后，没人比我们更清楚什么更符合年轻人的审美 取向，同时结合品牌发展趋势、定位，我们打造出的项目兼具底蕴和潮流。"决赛答辩现场，思维激 荡、气氛热烈，来自中国计量大学管理科学与工程学院团队讲述"嘉量之星"品牌项目周期方案，团队大 一同学刘琼璟告诉记者，创意赛场仿佛一场酣畅淋漓的"实战演练场"，针对专家评委关注的精细化管理 细节和具体案例，他们也从应用场景等入手一一作答。 入围决赛同场竞技的59支参赛团队，走进企业真实场景，在挖掘品牌历史、传承品牌文化、创新品牌传 播的过程中，将专业知识和市场需求深度融合，大胆探索、各展所长，用青春智慧 ...

2025年年底的A股市场堪称"惊喜连连"，就在大家还在盘点全年投资机会时，横跨能源、新能源汽车、白酒三大核心赛道的永泰能源、比亚迪、五粮液三大 巨头，密集抛出重磅公告！这些消息可不是自媒体捕风捉影的小道消息，每一份公告都能在公司官方网站、上海证券交易所/深圳证券交易所披露平台、国 家部委官网等权威渠道查到，发布时间集中在2025年10-12月，全部是最新确认的有效信息，没有过期内容，更没有任何杜撰成分。三大行业龙头同时释放 积极信号，到底藏着多少干货？这波利好能不能点燃市场热情，引发涨停潮？ 一、永泰能源：煤矿+回购+指数加持，三重利好齐上阵 作为能源赛道的重要玩家，永泰能源近期的公告可谓"多点开花"，每一个都戳中投资者关注点。首先是核心项目传来捷报，2025年11月29日公司公告显示， 旗下海则滩煤矿项目进展超预期，四条井筒全部贯通，二期工程临近尾声，配套选煤厂主厂房还提前30天封顶，计划2026年7月试采出煤，达产后产能将达 1000万吨/年，煤种是发热量6500大卡以上的优质煤，不管是就地供应煤化工企业，还是通过浩吉铁路"北煤南运"，都具备十足竞争力 。 更值得关注的是资本市场层面的认可，11月28日中 ...

Group 1: A-Share Market Performance - The A-share market showed a rebound after an initial decline, with the ChiNext index dropping 0.5% before rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.04 trillion yuan, a decrease of 55.5 billion yuan compared to the previous trading day [1] - Nearly 3,500 stocks in the market experienced declines [1] Group 2: Sector Highlights - The MoE Thread concept stocks continued to perform strongly, with companies like Chuangling Information and Lianmei Holdings hitting the daily limit [1] - The humanoid robot sector saw multiple stocks hitting the daily limit, with Ruineng Technology achieving five consecutive trading limits [1] - Analysts from Kaiyuan Securities indicated that the humanoid robot sector is nearing the end of its adjustment phase, with a more rational industry outlook and strong catalysts expected in the future [1] Group 3: Copper and Precious Metals - The copper price surge positively impacted the A-share and Hong Kong stock markets, with companies like Luoyang Molybdenum and Cangge Mining reaching historical highs [2] - The London Metal Exchange (LME) copper price continuously hit new historical highs, with the main contract for copper futures in Shanghai reaching 91,240 yuan per ton [2] Group 4: Bond Market Trends - The bond market saw a decline across the board, with the 30-year main contract dropping by 1.14% and the 10-year contract down by 0.36% [4] - The yield on the 30-year government bond rose by 3.4 basis points to 2.27%, marking a new high for the period [6] - Market weakness is attributed to year-end liquidity expectations and concerns regarding corporate profit growth [6]

Core Viewpoint - A significant capital withdrawal is occurring in the A-share market, with major state-owned enterprises and industry leaders reducing their holdings, indicating a potential peak in valuations [1][3][6] Group 1: Capital Withdrawal Trends - In the past month, 104 central state-owned enterprises have collectively reduced their holdings by over 10 billion yuan [1] - In October 2025, a record 247 companies announced share reductions within a week, with over 400 companies reporting significant shareholder reductions totaling 19 billion yuan [3][6] - The total amount of reductions by major shareholders in A-shares has exceeded 380 billion yuan since the beginning of 2025, marking a new high [6] Group 2: Industry-Specific Reductions - Leading companies in various sectors, including semiconductor giant Zhongwei and liquor leader Shanxi Fenjiu, have seen substantial reductions, with Zhongwei's major shareholders reducing holdings by over 1.8 billion yuan [3][4] - The chemical industry leader Wanhua Chemical has also faced reductions exceeding 1.1 billion yuan, despite a recent decline in stock price [3] - The wind power leader Goldwind Technology has seen its fourth-largest shareholder reduce holdings by over 655 million yuan [4] Group 3: Shareholder Behavior and Market Impact - The reduction trend is characterized by a "group-style" phenomenon, where multiple companies and their major shareholders are reducing holdings simultaneously [6] - The electronics, computer, and machinery sectors have been particularly affected, accounting for over 40% of total reductions, reflecting a retreat from previously favored high-growth sectors [6] - Major shareholders often cite "personal funding needs" as the reason for reductions, but deeper motivations include valuation locking and profit realization [8][10] Group 4: Market Reactions and Sentiment - The market reacts negatively to high-profile reductions, with significant declines in stock prices following announcements, particularly for small-cap companies [10][12] - The behavior of major shareholders, especially state-owned entities, sends strong signals about market confidence and future prospects [10][19] - The current market sentiment remains optimistic, with some analysts suggesting that the reductions do not alter the overall upward trend, provided that confidence and funding remain intact [16][18]

Core Insights - A total of 217 A-share listed companies have announced or implemented their third-quarter dividend plans as of November 3, with a total dividend amount of approximately 3.2 billion yuan from five listed companies in Hunan [1] Company Summaries - **吉比特 (Gigabit)**: The company has the highest cash dividend ratio, proposing a cash dividend of 60 yuan for every 10 shares. For the third quarter of 2025, it reported earnings per share of 16.85 yuan and a net profit of 121.41 million yuan, with a year-on-year growth rate of 84.66%. The company focuses on game development and operations, utilizing AI technology to enhance efficiency [1] - **五粮液 (Wuliangye)**: The company reported earnings per share of 5.54 yuan and a net profit of approximately 2.15 billion yuan, with a year-on-year decline of 13.72%. It aims to enhance brand value and market share, launching cocktails in Europe and sparkling wines in South Korea. The company plans to increase its dividend rate in line with stable growth [2] - **老百姓 (Laobaixing)**: The company achieved third-quarter revenue of 5.296 billion yuan, a slight increase of 0.07% year-on-year, and a net profit of 1.31 billion yuan, up 2.62%. It plans to distribute a cash dividend of 0.14 yuan per share, totaling 1.06 billion yuan [3] - **克明食品 (Keming Food)**: The company reported a net profit of approximately 123.71 million yuan for the first three quarters of 2025, while the parent company recorded a net loss of about 18.08 million yuan. It proposes a cash dividend of 1.5 yuan per 10 shares, totaling around 50 million yuan [3] - **盐津铺子 (Yanjinpuzi)**: The company reported a net profit of approximately 604.61 million yuan for the first three quarters, with a proposed cash dividend of 4 yuan per 10 shares, totaling about 109.11 million yuan [3] - **和顺石油 (Heshun Petroleum)**: The company achieved a net profit of approximately 21.81 million yuan for the first three quarters and plans to distribute a cash dividend of 0.1 yuan per share, totaling about 17.19 million yuan [4]

Market Overview - The A-share market experienced fluctuations on October 31, with the Shanghai Composite Index falling by 0.81% and the Shenzhen Component Index declining by 1.14% [1][2] - The total market turnover reached 2.35 trillion, with over 3,700 stocks rising [1] Sector Performance - The pharmaceutical sector saw collective gains, with stocks like Lianhuan Pharmaceutical and Sanofi China hitting the daily limit [3] - The battery sector showed strong performance, with companies like Haike Xinyuan and Lijia Technology experiencing significant price increases [5] - The AI application sector also performed well, with stocks such as Rongxin Culture and Fushi Holdings reaching the daily limit [3] Battery Sector Insights - Several lithium battery companies reported impressive Q3 earnings, with Penghui Energy achieving a revenue of 3.28 billion, a year-on-year increase of 74.96%, and a net profit of 203 million, up 977.24% [5] - Ganfeng Lithium reported a revenue of 6.249 billion, a 44.10% year-on-year increase, and a net profit of 557 million, up 364.02% [5] - The current supply and demand in the energy storage market are robust, with expectations for continued growth in lithium carbonate production [5] Optical Module Sector Analysis - The optical module sector faced a significant pullback, with major companies like Xinyi Sheng, Zhongji Xuchuang, and Tianfu Communication experiencing declines of around 8% [7][8] - Despite strong performance in the first three quarters, the third quarter showed a decline in revenue for these companies, attributed to changes in customer purchasing patterns and production schedules [8] - The long-term outlook for the optical communication industry remains optimistic, with expectations for a shift from "order acquisition" to "delivery assurance" by 2026 [9]

Market Overview - The A-share market experienced fluctuations on October 30, with the Shanghai Composite Index down 0.73%, Shenzhen Component down 1.16%, and ChiNext down 1.84% [1] - The total market turnover exceeded 2.46 trillion yuan, an increase of 173.6 billion yuan compared to the previous day [1] Sector Performance - Quantum technology stocks were active throughout the day, with leading gains from Guodun Quantum, Hexin Instruments, and Weide Information [3] - The energy metals and lithium mining sectors strengthened in the afternoon, with steel, battery, and wind power equipment sectors showing significant gains [3] - The liquor sector also saw an increase, with companies like Yingjia Gongjiu and Yanghe Distillery leading the rise [3] Lithium Sector Highlights - Lithium mining stocks surged in the afternoon, with Tianqi Lithium hitting the daily limit, closing up 9.67% with a market value of 91.38 billion yuan [4][7] - Ganfeng Lithium saw a price increase of 5.34%, closing at 72.37 yuan per share, with a market value of 148.88 billion yuan [4][7] - The futures market for lithium carbonate saw a closing price increase of 1.19%, reaching a peak of 84,940 yuan per ton, with a cumulative increase of over 14% in October [7] Company Earnings Reports - Tianqi Lithium reported Q3 revenue of 2.565 billion yuan, a year-on-year decrease of 29.66%, but a net profit increase of 119.26% to 95.49 million yuan [7] - Ganfeng Lithium reported Q3 revenue of 6.249 billion yuan, a year-on-year increase of 44.10%, with a net profit increase of 364.02% to 557 million yuan [7] Future Outlook - CITIC Securities forecasts that storage battery demand will exceed expectations due to policy support and increased battery capacity, suggesting continued growth in lithium salt demand [8] - The lithium industry is expected to see future growth primarily from existing projects ramping up production, with supply growth anticipated to slow down [8] Cultured Diamond Sector - The cultured diamond sector showed strength in the afternoon, with companies like World and Huifeng Diamond experiencing significant price increases [9][10] Semiconductor Materials - Investment opportunities in semiconductor materials are highlighted, particularly in diamond and other emerging semiconductor materials like SiC and GaN [11]