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逼空 | 谈股论金
水皮More· 2026-01-06 10:17
Market Performance - The A-share market continues to show strong performance, with the Shanghai Composite Index achieving a 13-day winning streak, reaching its highest level since July 2015, closing at 4083.67 points, up 1.50% [3][5] - The Shenzhen Component Index rose by 1.40% to 14022.55 points, while the ChiNext Index increased by 0.75% to 3319.29 points. The total trading volume in the Shanghai and Shenzhen markets reached 283.26 billion, an increase of 26.51 billion from the previous day [3][5] Market Dynamics - The current market trend is characterized as a "short squeeze" rally, with the Shanghai Composite Index breaking through previous highs and maintaining a strong upward momentum [4][5] - Nearly 4000 stocks rose, with only 1210 declining, indicating a broad-based rally. The median increase among stocks was 0.8% [5] Sector Performance - The insurance sector led the market with a gain of over 4%, indicating its role as a core driver of the current rally since early December [5] - The securities sector also performed well, benefiting from prior adjustments, while the banking sector contributed to stabilizing the index despite initial declines [5] - Technology stocks, particularly in communications and semiconductors, faced adjustments, leading to a weaker performance in the ChiNext Index [6] Capital Flow - Significant capital outflows were observed in the communications sector, with approximately 11.1 billion leaving, while the securities sector saw a net inflow of 3.9 billion, indicating a potential shift in market focus [6] - The overall market experienced a net outflow of about 8 billion, despite the strong index performance, suggesting caution among investors [7] Future Outlook - The current market rally is seen as an early start to the spring market, but there are concerns regarding upcoming earnings reports that could impact speculative stock performance [7] - Investors are advised to monitor the performance of the Hang Seng Index and the Hang Seng Technology Index, which showed signs of a pullback towards the end of the trading day [7]
龙虎榜丨通宇通讯创新高,三机构净卖出2.35亿元
Ge Long Hui A P P· 2026-01-06 09:13
| 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | 1 | 深股通专用 | 703次 47.94% | (2) | 26885.88 | 5.17% | | 2 | 国信证券股份有限公司浙江互联网分公司 | 456次 35.31% | | 3408.75 | 0.65% | | 3 | 东方财富证券股份有限公司拉萨金融城南环路证券营业部 | 477次 33.33% | | 3920.86 | 0.75% | | 4 | 浙商证券股份有限公司义乌江滨北路证券营业部 | -次 | | 93.48 | 0.02% | | 5 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 516次 33.72% | | 3137.70 | 0.60% | | | (买入前5名与卖出前5名)总合计: | | | 99351.84 | 19.09% | 通宇通讯(002792.SZ)今日涨3.38%股价创历史新高,换手率40.79%,成交额61.75亿元。龙虎榜数据显示,深股通买入1.48亿元,卖出2.02亿元,净卖出 ...
立讯精密发布澄清说明 称不存在影响公司正常经营与发展的异常情况
Bei Jing Shang Bao· 2026-01-03 23:13
立讯精密表示,对于任何捏造事实、散布谣言、恶意损害公司声誉的行为,公司将依法保留追究相关法 律责任的权利。 公司长期深耕高端消费电子与智能终端领域,具备多品类零部件的垂直整合能力、成熟的产品工程与量 产经验,以及覆盖多区域的全球化产能布局,能够为不同类型客户提供稳定、灵活且高品质的制造与供 应支持。相关能力与布局亦已获得产业链长期验证。 在通讯算力领域,公司布局电连接、光连接、热管理和电源管理四大产品线,以技术为导向,应用一 代、开发一代、预研一代,结合强大的可落地性解决方案,目前与全球头部客户业务合作如预期进展。 汽车板块业务聚焦线束、连接器等核心零件,并向智能座舱/辅助自动驾驶、智能底盘及动力系统等系 统级产品拓展,近期完成对德国莱尼的并购,进一步深化全球化产能布局,推进与全球品牌车企的合 作,进军全球汽车零部件前十的行列。 北京商报讯1月3日晚间,立讯精密(002475)通过微信公众号发布澄清说明表示,近日,市场上出现涉 及公司的不实传闻,相关内容对市场认知造成干扰。公司目前公司核心业务推进有序,按计划正常开 展,不存在影响公司正常经营与发展的异常情况。 (文章来源:北京商报) ...
“保险+信贷” 破题“小巨人”成长的“烦恼”
Jin Rong Shi Bao· 2025-12-24 03:18
一场跨机构、跨行业的协同服务就此展开。双方团队共同上门,深入调研企业财务状况、技术优势 和经营规划,最终量身定制了一套"风险保障+资金支持"的一体化解决方案。 据项目负责人介绍,该方案在保险端口为企业筑牢创新"防火墙"。中国人寿财险为企业提供了首批 次新材料综合保险,这相当于为企业核心技术和新产品的市场应用上了一道"安全锁",有效转移了因潜 在质量缺陷或性能未达预期而引发的赔偿责任,极大地增强了企业开拓市场的底气。同时,凭借对政策 的熟悉,该公司积极协助企业成功申请了保费补贴,真正做到了"花小钱,办大事",显著降低了企业的 风险管理成本。 从"单兵作战"到"协同出击",一项"保险+信贷"的综合金融实践在赣鄱大地落地,为破解科技型企 业"融资难、风险高"的双重困境提供了新范式。 位于江西的某通讯企业,是国家级专精特新"小巨人"企业,深耕于高纯度无氧铜这一关键新材料的 研发与生产。据了解,该公司产品是高端电子、通信等领域不可或缺的基础材料,技术含金量高,市场 前景广阔。 然而,就是这样一家手握核心技术的"潜力股",在成长中也遇到了科技型企业典型的"烦恼"。"在 拓展新材料保险业务过程中,我们敏锐地察觉到,这家通讯 ...
扩内需为何成为四川明年经济工作首要任务?
Xin Lang Cai Jing· 2025-12-23 13:54
中新网成都12月23日电(单鹏)四川省委经济工作会议23日在成都召开。会议部署了四川明年经济工作六 个方面的重点任务。其中,扩大有效需求、拓展内需增长新空间被列为首要任务。 "内需是中国经济发展的根本动力,扩内需是当前稳就业、稳企业、稳市场、稳预期的必然要求。"西南 财经大学中国西部经济研究院教授朱雨可接受采访时谈道。 扩内需,关键要把促消费和扩投资有效统筹起来。其中,促消费是扩内需的重中之重。四川拥有广阔消 费市场和消费升级潜力,通过稳定传统消费、培育新型消费,大力发展数字消费、绿色消费、健康消费 等新增长点,能够让消费更好发挥对经济增长的基础性作用。 能源汽车展台人气旺。 记者 张浪 摄 在创新消费业态的同时,会议还指出要大力促进服务消费,扩大医疗健康、养老托育、居住服务等领域 服务供给,特别是要推动文旅深度融合发展。 当前,四川省消费市场提质扩容还有很大空间。会议指出,明年四川要进一步优化政策供给,深入实施 提振消费专项行动。 图为第二十八届成都国际汽车展览会期间,国产新 今年以来,以旧换新政策在四川消费市场持续显效发力。四川省统计局数据显示,今年前三季度,在以 旧换新政策加力扩围带动下,四川省限额以上 ...
唯特偶:公司长期深耕消费电子、数字能源、通讯、LED、光伏等多个行业
Zheng Quan Ri Bao Wang· 2025-12-19 15:17
Core Viewpoint - The company, Weiteou (301319), has established a strong reputation in various industries including consumer electronics, digital energy, communications, LED, and photovoltaics, gaining trust from a number of well-known domestic and international brand clients [1] Group 1 - The company has been deeply engaged in multiple industries for a long time [1] - The company has earned a good reputation and trust from high-quality and stable clients [1] - The client base includes numerous leading enterprises across various industries [1] Group 2 - Specific information regarding the company's performance and future outlook can be found in the disclosed documents such as the "2025 Semi-Annual Report" [1]
制定实施城乡居民增收计划 持续提升居民消费能力
Zheng Quan Ri Bao· 2025-12-17 16:13
Core Viewpoint - The central economic work meeting emphasizes the importance of domestic demand and plans to implement a rural and urban resident income increase plan as a priority for 2026 economic tasks [1][2]. Group 1: Economic Policy Focus - The 2026 economic strategy will focus on increasing urban and rural residents' income through multiple channels to enhance consumption capacity and stimulate effective demand [2]. - The policy aims to combine "investment in goods" and "investment in people" to create an endogenous growth model driven by domestic demand and consumption [3]. Group 2: Consumption Trends - Recent data shows significant growth in retail sales of household appliances and communication devices, with year-on-year increases of 14.8%, 18.2%, and 20.9% respectively for the first 11 months of the year [2]. - The shift in consumption patterns indicates a move towards equal emphasis on goods and service consumption, with service consumption expected to be a key focus in 2026 [3]. Group 3: Infrastructure and Investment - To unlock consumer potential, there is a need to enhance investment in consumer infrastructure such as parking lots, charging stations, and healthcare services, which will support consumption structure upgrades [3]. - The policy will also focus on increasing the proportion of investment in livelihood-related sectors to support consumption growth [3].
25 岁,他想做 AI 时代的微信丨100 个 AI 创业者
晚点LatePost· 2025-12-17 14:39
Core Insights - The article discusses the journey of Chen Chunyu, a young entrepreneur aiming to create a next-generation communication tool, highlighting his resilience and innovative approach in addressing communication challenges, particularly in cross-language interactions [4][5][12]. Group 1: Entrepreneurial Journey - Chen Chunyu, a 25-year-old dropout from Tsinghua University, has faced numerous failures in his entrepreneurial endeavors but has garnered support from top investors due to his vision [4][5]. - His initial product, Riffo, unexpectedly gained traction, achieving 200,000 uses in a month and securing over 50 B2B client intentions, which helped restore his team's confidence [5][6]. - Despite the success of Riffo, Chen chose to pivot back to his original goal of developing a communication tool, focusing on integrating AI features into a messaging platform [5][9]. Group 2: Product Development Focus - The newly launched product, Intent, aims to address the inadequacies of existing translation tools within messaging apps, particularly for underrepresented languages and dialects [8][9]. - Chen identified a significant market gap, noting that existing giants like WeChat and WhatsApp overlook the needs of millions of immigrants and cross-cultural relationships [8][9]. - Intent's first version prioritized translation functionality, discarding unnecessary features to ensure a streamlined user experience [9][10]. Group 3: Unique Approach to Product Management - Chen adopts a non-traditional approach to product management, emphasizing the importance of understanding user behavior and needs over conventional metrics like A/B testing [10][11]. - He employs immersive user research methods, including living with users to observe their communication habits, which informs the product's development [11][12]. - Chen believes that being a CEO is a means to an end, allowing him to mobilize resources and talent to enhance product development, with the ultimate goal of improving human communication [10][12][14]. Group 4: Market Opportunity and Vision - The article highlights the structural opportunity in the communication software market, which has seen little innovation over the past decade, despite the growing demand for improved tools [12][14]. - Chen's vision extends beyond mere messaging; he aims to create a comprehensive information converter that enhances communication across various contexts [9][10]. - The article concludes with Chen's belief that the lack of competition in the messaging space presents a unique opportunity for innovation, positioning Intent as a potential game-changer in the industry [15].
11月消费增长1.3%,增速连续六个月放缓
Sou Hu Cai Jing· 2025-12-16 08:37
Group 1 - The growth rate of total retail sales of consumer goods in China has slowed down, primarily due to a high base from the same period last year [2][4] - In November, the total retail sales reached 43,898 billion yuan, with a year-on-year growth of 1.3%, marking six consecutive months of decline [2][3] - The decline in consumer confidence and spending is influenced by expectations regarding income and employment, leading to cautious consumer behavior [2][3] Group 2 - Urban retail sales in November amounted to 37,684 billion yuan, growing by 1.0%, while rural retail sales reached 6,214 billion yuan, with a growth of 2.8% [3] - The retail sales of goods were 37,841 billion yuan, with a growth of 1.0%, while dining revenue grew by 3.2% [3] - The automotive market has seen a decline in sales for two consecutive months, with November retail sales of passenger vehicles dropping by 8.1% year-on-year [3][5] Group 3 - From January to November, the total retail sales of consumer goods reached 456,067 billion yuan, with a year-on-year growth of 4.0% [5] - Online retail sales during the same period were 144,582 billion yuan, growing by 9.1%, with physical goods online retail accounting for 25.9% of total retail sales [5] - The sales of household appliances and communication equipment have seen significant growth, driven by policies encouraging the replacement of old products [5][6] Group 4 - Consumer prices have shown signs of recovery, with a year-on-year increase of 0.7% in November, marking a continuous rise for three months [6] - The core Consumer Price Index (CPI), excluding food and energy, has stabilized with a year-on-year increase of 1.2% [6] - Industrial profits have also shown growth, with revenues for large-scale industrial enterprises increasing by 1.8% year-on-year from January to October [6]
国家统计局公布11月运行数据 中国经济保持稳中有进发展态势
Jing Ji Ri Bao· 2025-12-15 22:56
国家统计局最新数据显示,11月份,更加积极有为的宏观政策持续显效,国民经济延续了稳中有进的发 展态势。 国家统计局新闻发言人、总经济师、国民经济综合统计司司长付凌晖表示,下阶段,要全面贯彻落实中 央经济工作会议精神,坚持稳中求进、提质增效,加大逆周期和跨周期调节力度,持续提升宏观经济治 理效能,持续扩大国内需求,强化创新驱动,深化改革开放,推进全面绿色转型,更好保障和改善民 生,推动经济持续健康发展。 高质量发展扎实推进 生产增势平稳。11月份,规模以上工业增加值同比增长4.8%,增速和上月基本持平。在产业升级发展 带动下,技术含量和附加值较高的装备制造业快速发展,其增加值同比增长7.7%,继续快于全部规模 以上工业增长,对规模以上工业增加值增长的贡献率达到59.4%。11月份,服务业生产指数同比增长 4.2%,信息技术和商务服务等现代服务业发展势头良好。 市场销售扩大。11月份,社会消费品零售总额同比增长1.3%,居民消费品质提升,部分升级类商品销 售较快增长。1月份至11月份,服务零售额同比增长5.4%,增速比1月份至10月份加快0.1个百分点。居 民文化休闲、网络娱乐等相关服务发展较好,1月份至11月份 ...