大消费板块爆发。 A股市场今天（12月19日）上午整体上行，上证指数一度重回3900点之上。商贸零售板块大涨，板块内 个股掀起涨停潮，成为上午市场主要亮点之一。 新股方面，今天A股市场有一只新股上市，为优迅股份，盘中涨幅一度超过450%。 大消费板块掀起涨停潮 A股市场今天（12月19日）上午整体上行，主要指数不同程度上涨。截至上午收盘，上证指数报3899.31 点，上涨0.59%，盘中一度重回3900点之上；其他几个主要指数中，深证成指涨0.93%，创业板指涨 0.99%，科创50指数涨0.69%。 招股资料称，公司主要产品包括激光驱动器芯片（LDD）、跨阻放大器芯片（TIA）、限幅放大器芯片 （LA）、光通信收发合一芯片等。这些产品协同工作，为光通信实现高效、可靠的光电/电光信号转 换、放大和处理提供了完整的解决方案。 从行业板块和赛道来看，若按照申万一级行业划分，商贸零售板块大涨，板块盘中涨幅一度接近4%， 板块内个股掀起涨停潮。德必集团"20cm"涨停，中央商场、上海九百、大连友谊、东百集团等股票涨 停，百大集团涨9.25%，永辉超市涨8.20%。 此外，免税店、乳业、新零售等大消费概念亦大幅拉升。创 ...

大消费板块爆发。 A股市场今天（12月19日）上午整体上行，上证指数一度重回3900点之上。商贸零售板块大涨，板块内个股掀起涨停潮，成为上午市场主要 亮点之一。 其他行业板块方面，轻工制造、房地产、综合等板块涨幅居前，板块涨幅均超过2%。汽车、社会服务、钢铁、环保等板块跟涨。银行、煤 炭板块整体走弱。 新股优迅股份盘中大涨超450% 新股方面，今天A股市场有一只新股上市，为优迅股份，盘中涨幅一度超过450%。 大消费板块掀起涨停潮 A股市场今天（12月19日）上午整体上行，主要指数不同程度上涨。截至上午收盘，上证指数报3899.31点，上涨0.59%，盘中一度重回3900 点之上；其他几个主要指数中，深证成指涨0.93%，创业板指涨0.99%，科创50指数涨0.69%。 从行业板块和赛道来看，若按照申万一级行业划分，商贸零售板块大涨，板块盘中涨幅一度接近4%，板块内个股掀起涨停潮。德必集 团"20cm"涨停，中央商场、上海九百、大连友谊、东百集团等股票涨停，百大集团涨9.25%，永辉超市涨8.20%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | ...

Core Viewpoint - The consumer sector in the A-share market has experienced a significant surge, with the retail trade sector leading the gains and individual stocks hitting the daily limit up [2][3][4]. Market Performance - On December 19, the A-share market showed an overall upward trend, with the Shanghai Composite Index closing at 3899.31 points, up 0.59%, and briefly surpassing 3900 points during the session [4][5]. - The Shenzhen Component Index rose by 0.93%, the ChiNext Index increased by 0.99%, and the STAR 50 Index gained 0.69% [4]. Consumer Sector Highlights - The retail trade sector saw a substantial increase, with the sector's stocks rising nearly 4% during the session. Notable stocks that hit the daily limit include Debi Group, Central Plaza, Shanghai Jiubai, Dalian Friendship, and Dongbai Group [5][6]. - Specific stock performances included: - Debi Group: +19.99% [6] - Central Plaza: +10.04% [6] - Shanghai Jiubai: +10.02% [6] - Dalian Friendship: +10.01% [6] - Dongbai Group: +9.99% [6] - YH Supermarket: +8.20% [6] New Stock Listing - A new stock, Youxun Co., was listed on the A-share market, with its price surging over 450% at one point during the trading session [9][10]. - Youxun Co. specializes in the research, design, and sales of optical communication front-end transceiver chips, which are critical components in optical communication systems [12]. Policy and Industry Support - The Ministry of Commerce and the Ministry of Finance have initiated a pilot program for new consumption formats in 50 cities, aimed at boosting consumer spending and enhancing the supply of quality goods and services [7]. - The pilot program is part of a broader initiative to stimulate consumption and improve living standards, emphasizing the importance of local government involvement in project management and support [7]. Other Sector Movements - Other sectors such as light industry manufacturing, real estate, and comprehensive services also saw gains, with increases exceeding 2% [7]. - Conversely, the banking and coal sectors experienced overall declines [7].

记者丨金珊 编辑丨黎雨桐 12月19日，A股市场早盘震荡走强，沪指高开高走，创业板指一度涨超1.5%。 截至午间收盘，沪指涨0.59%，深成指涨0.93%，创业板指涨 0.99%。全市场 半日成交额1.1万亿，较上个交易日放量440亿， 近4700只个股上涨 。 | | | | 零售 G 2367.24 4.01% | Q | | --- | --- | --- | --- | --- | | 成分股 | | 基金 | 简况(F10) 资金 分析 | 新闻 | | 全部 | 龙头股 | | 3日内有涨停 连板 连续3日主力净济 | | | 名称/代码 | | | 最新 → 涨幅 ◆ 5日涨幅 ◆ ▶ | | | 德必集团 创 300947 融 | | | 22.51 +19.99% +23.68% | | | 首板 最终涨停11:25 | | | | | | 中央商场 | | | 5.15 +10.04% +29.40% | | | 上海九百 | 11.09 +10.02% +30.47% | | --- | --- | | 600838 融 | | | 2天2板 最终涨停 09:57 | | | 大连友谊 ...

12月19日，可申购深市主板的双欣环保（001369.SZ）、誉帆科技（001396.SZ）以及科创板的强一股份 （688809.SH）。另有一只新股上市，为科创板的优迅股份（688807.SH）。 三只新股申购 双欣环保成立于2009年6月，是一家专业从事聚乙烯醇（PVA）、聚乙烯醇特种纤维、醋酸乙烯 （VAC）、碳化钙（电石）等PVA产业链上下游产品的研发、生产、销售的高新技术企业。 | 打新早知道 | | | 南财快讯 | | --- | --- | --- | --- | | 今日申购 | | | | | 001369.SZ 双欣环保 | | | | | 发行价(元/股) | 机构报价(元/股) | | 所属行业 | | 6.85 7.11 | | 58.91 | 化学原料和化学 | | | | | 制品制造 | | 发行市盈率 行业市盈率 | | 可比公司 | 可比公司动态市盈率 | | 16.19 28.75 | | 皖维高新 | 22.44 | | 若证集团 | | | 11.95 | | 中泰化学 | | | 亏损 | | 业绩情况 | | | | | 60.0 | | | 120% | | ...

Group 1: New Stock Offerings - Three new stocks available for subscription: Shuangxin Environmental Protection (001369.SZ), Yufan Technology (001396.SZ), and Qiangyi Co., Ltd. (688809.SH) [1] - Yufan Technology focuses on smart diagnosis and health assessment of drainage networks, as well as maintenance services [8][11] Group 2: Shuangxin Environmental Protection - Established in June 2009, Shuangxin Environmental Protection specializes in the R&D, production, and sales of products in the PVA industry chain [2] - The company is the third-largest PVA producer in China, with a projected production of 116,900 tons in 2024, accounting for approximately 13% of the national total [6] - The company plans to raise funds for various projects, including a 16,000-ton PVB resin project and a 60,000-ton water-based adhesive project, with total fundraising of 18.57 billion yuan [5] - In 2023, the company experienced a revenue decline of 25.25% and a net profit decline of 30.89% compared to the previous year [7][8] Group 3: Yufan Technology - Yufan Technology's revenue is projected to grow from 5.13 billion yuan in 2022 to 8.04 billion yuan in 2025, with a net profit increase from 0.81 billion yuan to 1.4 billion yuan over the same period [11] - The company has a high concentration of clients, primarily government agencies and state-owned enterprises, and is recognized as a "little giant" enterprise [11][12] Group 4: Qiangyi Co., Ltd. - Qiangyi Co., Ltd. focuses on the R&D, design, production, and sales of probe cards for semiconductor testing, ranking ninth globally in the probe card industry in 2023 [15] - The company reported revenues of 254 million yuan in 2022, increasing to 641 million yuan in 2024, with a significant net profit increase from 16 million yuan to 233 million yuan [16] - Qiangyi has a high customer concentration, with sales to its top five clients accounting for over 62% of total revenue [16][17] Group 5: Youxun Co., Ltd. - Youxun Co., Ltd. specializes in the R&D and sales of optical communication front-end chips, with a market share ranking second globally in the 10Gbps and below segment [22] - The company plans to invest in various projects, including next-generation access networks and high-speed data center chips, with a total fundraising of 8.09 billion yuan [21] - There is a risk of control changes due to the actual controller's shareholding structure, which may impact business operations and decision-making [23]

申购日期:2025-12-08 周一 1 2003年成立 8、福建厦门 x 中信证券保存 业务院社 收入构成 | | | | | | | | | 单位:万元 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 产品类型 | 速率 | 2025年1-6月 | | 2024年度 | | 2023年度 | | 2022年度 | | 毛利率 | | | | 销售额 | 占比 | 销售额 | 日本 | 销售额 | 占比 | 销售额 | 占比 | | | | 10Gbps以下 | 10.615.18 | 44.53% | 17,886,19 | 43 58% | 16,216,42 | 51.82% | 19.314.16 | 57 21% | 46.06% | | 光通信收 发合 - 18-5 | 10Gbps | 10.020.23 | 42.03% | 16.113.56 | 39.26% | 11.053.69 | 35.32% | 9.961.29 | 29 50% | 52.44% | | 片 | 25Gbps ...

记者丨李益文 编辑丨叶映橙 12月8日，可申购创业板的纳百川（301667.SZ）与科创板的优迅股份（688807.SH）。 纳百川成立于2007年，公司总部位于温州市泰顺县。公司专注从事新能源汽车动力电池热管理、 燃油汽车动力系统热管理及储能电池热管理相关产品的研发、生产和销售，主要产品包括电池液 冷板、电池集成箱体、燃油汽车发动机散热器、加热器暖风等。 | 今日申购 | | | | | --- | --- | --- | --- | | 301667.SZ 纳百川 | | | | | 发行价(元/股) | 机构报价(元/股) | 市值(亿元) | 所属行业 | | 22.63 | 23.01 | 18.95 | 汽车制造业 | | 发行市盈率 | 行业市盈率 | 可比公司 | 可比公司动态市盈率 | | | | 三花智控 | 46.98 | | 28.70 | 28.71 | 银轮股份 | 34.48 | | | | 方盛股份 | 89.01 | | 业绩情况 | | | | | 16.0 | | | 600% | | 14.0 | | | 500% | | 12.0 | | | 400% | | 10. ...

| | | A/ TISS IIJ THE | | --- | --- | --- | | | 源杰科技 | | | 主营构成 | 光通信收发合一芯片： 86.74%; | | | | 跨阻放大器芯片（TIA）： 11.81%； | | | | 限幅放大器芯片（LA）：0.79%; | | | | 激光驱动器芯片（LDD）：0.67%； | | | 业务及亮点 | 1、公司是全球光通信电芯片领域的主要供应商之 | | | | 据龙头地位、而25G速率以上产品已进入快速放鬆 | | | | 2、公司已在下一代万兆接入技术上取得实质性字 | | | | 发合一芯片的批量出货，并已完成50GPON方案: | | | | 阶段，预计2026年实现量产。 | | | | 3、公司100Gbps电芯片性能已对标国际头部厂宿 | | | | 进400Gbps及800Gbps收发芯片、4通道128Gbz | | | | 披露，上述产品现已完成回片测试。 | | | 近三年营收 | 4.11 亿元 (2024年, 31.11%) | 近三年归母 | | | 3.13 亿元 (2023年, -7.65%) | 净利润及业 | | ...

Core Viewpoint - The news highlights the IPOs of two companies, Nabichuan and Youxun, focusing on their business models, market positions, and financial metrics, indicating potential investment opportunities in the automotive and semiconductor sectors. Group 1: Nabichuan (301667.SZ) - Nabichuan, established in 2007, specializes in thermal management products for electric vehicle batteries, fuel vehicle power systems, and energy storage batteries, with key products including battery liquid cooling plates and engine radiators [1][3] - The IPO price is set at 22.63 CNY per share, with an institutional offering price of 23.01 CNY, and a market capitalization of 18.95 billion CNY [2] - The company has a significant reliance on CATL, with sales to CATL accounting for 53.73% of revenue in 2022, indicating a risk due to dependency on a single major customer [4] - Nabichuan's market share in battery liquid cooling plates is projected to reach approximately 12.16% by 2024, positioning it as a leader in this niche market [3] Group 2: Youxun (688807.SH) - Youxun focuses on the research, design, and sales of optical communication front-end transceiver chips, positioning itself upstream in the semiconductor supply chain [5] - The IPO price is set at 51.66 CNY per share, with an institutional offering price of 52.90 CNY, and a market capitalization of 31 billion CNY [6] - Youxun is recognized as a "national champion" in the optical communication sector, with its core products achieving significant market share, ranking first in China and second globally in the 10Gbps and below segment [9] - The company plans to allocate 4.68 billion CNY (57.82%) of its raised funds towards the development and industrialization of next-generation access network and high-speed data center chips [8]