Group 1: Tariff Adjustments - The State Council's Tariff Commission announced a tariff adjustment plan for 2026, effective from January 1, 2026, which includes a temporary import tariff rate lower than the most-favored-nation rate for 935 items to enhance the linkage between domestic and international markets [1] - The plan continues to grant zero tariff treatment on 100% of products to 43 least developed countries with which China has diplomatic relations, promoting economic cooperation [1] Group 2: Commercial Aerospace Developments - Multiple A-share listed companies have disclosed their involvement in the commercial aerospace sector, with Zai Sheng Technology indicating that its aerospace products currently contribute a minimal portion to overall revenue [3] - Aerospace Intelligent Equipment reported long-term collaborations with several aerospace enterprises on its space chip products [4] - China Aviation Heavy Industry has established a supply capability for key forgings to multiple commercial rocket companies, forming a dedicated supply system for commercial aerospace [4] Group 3: Financial Performance of State-Owned Enterprises - From January to November 2025, the total operating revenue of state-owned and state-controlled enterprises increased by 1.0% year-on-year, while total profits decreased by 3.1% [9] - The tax payable by these enterprises reached 52,803.0 billion yuan, reflecting a slight increase of 0.2% year-on-year [9] Group 4: Precious Metals Market - On December 29, international precious metals experienced significant declines, with gold dropping by $205 to around $4,320, a decrease of 4.52%, and silver falling by over 10% [10] - Analysts suggest that gold prices are likely to fluctuate in 2026, influenced by U.S. Federal Reserve policies and economic conditions [10] Group 5: Corporate Actions and Investments - Longyan Group announced plans to introduce seven strategic investors through a capital increase of 2 billion yuan for its subsidiary [19] - Ganfeng Lithium reported that it is under investigation for insider trading, but its operations remain normal [20][21] - *ST Panda has been placed under investigation by the China Securities Regulatory Commission for information disclosure violations [23] Group 6: Mergers and Acquisitions - Unigroup Guowei is planning to acquire controlling or full ownership of Ruineng Semiconductor Technology through a share issuance and cash payment [24][25] - Minmetals Development intends to purchase equity stakes in Minmetals Mining and Luzhong Mining, with the transaction expected to constitute a major asset restructuring [27] - Semiconductor manufacturer SMIC plans to acquire a 49% stake in SMIC North for approximately 40.6 billion yuan [29][30]

再升科技（603601.SH）12月29日在投资者互动平台表示，尊敬的投资者您好，公司以微纤维玻璃棉为 核心材料，开发"干净空气材料"、"高效节能材料"和"无尘空调产品"，应用于"工业空间、移动空间、 生活空间"三大领域，目前应用于移动空间的航空航天板块产品主要为"航空隔音隔热棉"，目前占公司 整体营收比例极低。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：你好，请问公司是否有继续深耕商业航天领域的计 划？目前航天材料对公司利润的贡献有多少？目前公司在手订单是否充足？ ...

市场炒作聚焦于公司在高端材料领域的技术突破与产业布局。公司航空隔音隔热棉、核级高效水过滤材 料等产品打破国外垄断，填补国内空白，航空隔音隔热棉已实现量产并交付相关机型，高硅氧纤维与国 际知名航天公司开展商业合作，相关产品正逐步推向更多高端应用场景。 交易所数据显示，12月22日，再升科技开盘后呈现震荡调整走势，早盘阶段价格有所下探；午后开盘初 期延续震荡态势，随后在13：50左右开始逐步放量拉升，价格快速上行并持续走高，截至14：56，价格 维持在高位区间运行，午后拉升动能较强，整体走势呈现午后强势上扬的特征。 | 分时 五日 日K 周K 月K 5分 15分 30分 60分 | | 五档盘口 | | 明细 | | --- | --- | --- | --- | --- | | 最新:10,90 涨跌额:0.51 涨跌幅:+4.91% | 均价:10.40 2025-12-22 14:57 | 委比 +23.45% | | 委差 1.02万 | | 10.99 | 5.77% | 英5 | | | | | Na / W | | 1 | - | | 10.79 | 3.85% | 卖4 | - | 1 | | 1 ...