（文章来源：证券日报） 证券日报网讯 1月7日，王子新材在互动平台回答投资者提问时表示，公司控股子公司宁波新容生产的 薄膜电容属于基础电子元器件，可广泛应用于多行业、多领域。 ...

一、行情分析 1、市场展望 2、地缘政治巨变 元旦假期时间，最让惊讶的新闻莫过于，美军对委内瑞拉发动代号"南矛行动"的突袭，利用特种部队和电子战优势，迅速抓捕总统马杜罗夫妇，并送往美 国。官方理由是"打击贩毒恐怖主义"，但实质被描述为一场以资源和控制为目标的军事行动。 25年A股走出了震荡向上的走势，2026年A股牛市有望持续，预计指数依然震荡上行但涨幅放缓，投资者更加关注基本面改善和景气验证。中美全面博弈可 能对A股投资产生重要影响，应警惕科技板块结构性/阶段性回调风险。 行动动机1：重质原油 委内瑞拉的探明石油储量全球第一，3030亿桶，占了全世界差不多1/5。这意味着巨大的财富和战略杠杆。 很多人以为美国靠页岩油革命早就自给自足了， 其实，老美地底下挖出来的页岩油，那是轻质低硫的油，适合做汽油，而美国墨西哥湾沿岸庞大的PADD3炼油厂群，花了几千亿美金建起来的焦化装置， 那是专门为炼化高硫原油，用这种油来生产柴油、沥青、船用燃料效率很高。 以前美国墨西哥湾的炼油厂购买墨西哥和加拿大的原油进行炼化。到了2025年，墨西哥实现能源自主，减少对进口成品油的依赖，保护本国炼油产业，取消 玛雅原油出口合同，将原油 ...

联创超导重大消息。 联创光电直线涨停 2025年12月31日午后，联创光电(600363)(600363)直线飙升，在短短不到1分钟时间里，从下跌近2%直线拉升至涨停。 消息面上，据联创超导官微，近日，由江西联创超导技术有限公司（下称"联创超导"）承制的"大功率低温制冷系统与模型超导磁体研制服务项目"已 顺利完成交付，并通过客户正式验收。这标志着联创超导在商业航天电磁发射这一前沿领域的首个工程化订单取得圆满成功，实现了从技术研发到市场交 付的重要跨越，意味着公司已打通针对商业航天电磁发射需求的设计、制造、交付全流程，为后续批量化订单做好了充分的技术验证与产能准备。联创超 导由江西省电子集团和联创光电共同投资组建。 从市场空间来看，在军事领域，据市场研究机构数据显示，全球军用电磁弹射系统市场规模预计在未来十年内将以年均15%的速度增长，到2030年市 场规模将突破200亿美元，其中中国作为最大且增长最快的市场，预计将占据超过30%的市场份额。 在商业航天领域，中国在该技术亦取得突破，四川资阳的超导磁悬浮电磁发射验证平台已成功试验。据悉，传统火箭发射成本通常在2000美元—5000 美元/公斤，而电磁弹射技术有望 ...

联创超导重大消息。 联创光电直线涨停 2025年12月31日午后，联创光电(600363)直线飙升，在短短不到1分钟时间里，从下跌近2%直线拉升至 涨停。 消息面上，据联创超导官微，近日，由江西联创超导技术有限公司（下称"联创超导"）承制的"大功率 低温制冷系统与模型超导磁体研制服务项目"已顺利完成交付，并通过客户正式验收。这标志着联创超 导在商业航天电磁发射这一前沿领域的首个工程化订单取得圆满成功，实现了从技术研发到市场交付的 重要跨越，意味着公司已打通针对商业航天电磁发射需求的设计、制造、交付全流程，为后续批量化订 单做好了充分的技术验证与产能准备。联创超导由江西省电子集团和联创光电共同投资组建。 电磁弹射引爆千亿新赛道 电磁发射技术是利用电磁力加速物体至超高速的新型发射技术，通过电能转化为动能实现高效发射，优 势包括初速度更快(可达3000m/s以上)、控制精度高、能耗低等，尤其适合商业航天。 全球电磁弹射技术市场格局清晰，呈现中美双雄领跑的"第一梯队"态势。中美两国是全球仅有的掌握并 实现该技术工程化应用的国家。据悉，福建舰是全球首艘采用常规动力电磁弹射技术的航空母舰，具备 能量效率高、系统稳定性强、 ...

12月24日，江海股份涨5.13%，截至发稿，报30.75元/股，成交8.87亿元，换手率3.58%，总市值261.54 亿元。江海股份股价已经连续3天上涨，区间累计涨幅10.63%。 国投瑞银新能源混合A（007689）基金经理为施成。 截至发稿，施成累计任职时间6年273天，现任基金资产总规模107.36亿元，任职期间最佳基金回报 179.51%， 任职期间最差基金回报-25.72%。 从基金十大重仓股角度 资料显示，南通江海电容器股份有限公司位于江苏省南通市通州区平潮镇通扬南路79号，成立日期，上 市日期2010年9月29日，公司主营业务涉及电容器及其材料、配件的研发、生产、销售和服务。主营业 务收入构成为：铝电解电容82.75%，薄膜电容8.65%，超级电容6.00%，电极箔2.00%，其他0.60%。 从江海股份十大流通股东角度 数据显示，国投瑞银基金旗下1只基金位居江海股份十大流通股东。国投瑞银新能源混合A（007689） 三季度新进十大流通股东，持有股数535.02万股，占流通股的比例为0.65%。根据测算，今日浮盈赚取 约802.53万元。连续3天上涨期间浮盈赚取1503.41万元。 国投瑞银 ...

Core Viewpoint - The passing of Mr. Wang Xiaojun, a significant shareholder of Wangzi New Materials, has led to the inheritance of his 11.25 million shares by his children, which may impact the company's ownership structure and market perception [1][3]. Company Overview - Wangzi New Materials Co., Ltd. was established in 1997 and is listed on the SME board with the stock code 002735. The company primarily engages in plastic packaging, film capacitor business, and other sectors [3]. - The company is strategically focusing on the application of film capacitors in industries such as new energy vehicles, photovoltaics, wind power generation, and controllable nuclear fusion [3]. Financial Performance - For the first three quarters of 2025, Wangzi New Materials reported a revenue of 1.566 billion yuan, representing a year-on-year growth of 19.35%. The net profit for the same period was 17.6962 million yuan, showing a year-on-year increase of 37.36% [3]. Market Reaction - On December 17, the company's stock price reached a limit up due to its subsidiary, Ningbo Xinrong Electric Technology Co., Ltd., winning a bid for a magnetic power storage system procurement project. The stock price was 16.64 yuan, with a total market capitalization of 6.357 billion yuan [3]. - The market value of the shares inherited by Mr. Wang's children is estimated to be 180 million yuan [3].

公开信息显示，王子新材主要涉足塑料包装业务、薄膜电容业务以及其他业务。当前，公司在稳步推进 塑料包装业务的同时，重点布局薄膜电容在新能源汽车、光伏、风力发电、可控核聚变等行业的应用。 在业绩上，王子新材2025年三季报显示，公司前三季度实现营业收入15.66亿元，同比增长19.35%；实 现净利润1769.62万元，同比增长37.36%。 在股价方面，12月17日，受子公司宁波新容电器科技有限公司中标一磁体电源储能系统采购项目影响， 王子新材涨停，股价16.64元，总市值63.57亿元。以此计算，王孝军子女所继承的公司股份市值将达到 1.8亿元。 12月16日，王子新材发布公告称，公司控股股东的一致行动人之一王孝军先生辞世，其生前持有的公司 股份由其子女继承。 王子新材发布的《关于部分一致行动人股份完成继承过户暨权益变动的提示性公告》显示，公司自然人 股东、实际控制人的一致行动人之一的王孝军先生辞世，根据中华人民共和国广东省深圳市先行公证处 出具的（2025）深先证字第34293号《公证书》，被继承人王孝军先生所持有公司股份1125万股，由其 儿子王小龙，女儿王丹、王小洁共同继承。 公司于2025年12月16 ...

Core Viewpoint - The announcement from Wangzi New Materials (002735.SZ) regarding the passing of its controlling shareholder Wang Xiaojun and the subsequent inheritance of shares by his children indicates a change in the company's ownership structure, which may impact its governance and strategic direction [1][6]. Shareholding Changes - Wang Xiaojun held 11.2504 million shares, which will be inherited by his son Wang Xiaolong (5.6252 million shares, 1.47% of total shares) and daughters Wang Dan and Wang Xiaojie (each holding 2.8126 million shares, 0.74% of total shares) [1][6]. - The number of actual controllers and their concerted actions decreased from four individuals to three, with the shareholding ratio of the actual controllers dropping from 34.9999904% to 32.0549% [1][6]. Market Performance - As of December 16, the stock price of Wangzi New Materials was reported at CNY 15.13 per share, with a total market capitalization of CNY 5.78 billion [3][8]. - The estimated market value of the inherited shares is approximately CNY 170 million based on the closing price [3][8]. Business Overview - Wangzi New Materials is primarily engaged in plastic packaging and film capacitor businesses, with a focus on applications in new energy vehicles, photovoltaics, wind power, and controlled nuclear fusion [6][11]. - For the first three quarters of 2025, the company reported revenue of CNY 1.566 billion, representing a year-on-year increase of 19.35%, and a net profit of CNY 17.6962 million, up 37.36% year-on-year [6][11].

Core Viewpoint - The article discusses the recent inheritance of shares in Wangzi New Materials (002735.SZ) following the death of a significant shareholder, which has led to a change in the company's actual controlling shareholders and their shareholding percentage [1][3]. Shareholder Changes - Wang Xiaojun, a significant shareholder and actual controller's associate, has passed away, leading to the inheritance of 11.25 million shares by his children [1]. - After the inheritance, Wang Xiaolong will hold 5.6252 million shares (1.47% of total shares), while Wang Dan and Wang Xiaojie will each hold 2.8126 million shares (0.74% of total shares) [1]. - The number of actual controllers and their associates has decreased from four to three, with the shareholding percentage dropping from 34.9999904% to 32.0549% [1]. Market Performance - As of December 16, the stock price of Wangzi New Materials was CNY 15.13 per share, with a total market capitalization of CNY 5.78 billion [3]. - The market value of the inherited shares is approximately CNY 170 million based on the closing price [3]. Business Overview - Wangzi New Materials is involved in plastic packaging, film capacitors, and other businesses, with a focus on expanding film capacitor applications in industries such as new energy vehicles, photovoltaics, wind power, and controlled nuclear fusion [7]. - For the first three quarters of 2025, the company reported revenue of CNY 1.566 billion, a year-on-year increase of 19.35%, and a net profit of CNY 17.6962 million, up 37.36% year-on-year [8].

Core Viewpoint - The passing of Wang Xiaojun, a significant shareholder of Wangzi New Materials, has led to the inheritance of his shares by his children, which may impact the company's ownership structure and control dynamics [2][4][6]. Shareholder Changes - Wang Xiaojun held 11,250,400 shares, which is 2.95% of the total share capital, and these shares have been inherited by his son Wang Xiaolong (5,625,200 shares, 1.47%), and daughters Wang Dan and Wang Xiaojie (each 2,812,600 shares, 0.74%) [4][6]. - Following this inheritance, the number of actual controllers and their concerted action relationship has decreased from four to three, with the controlling stake of Wang Jinju and his associates dropping from 35% to 32.05% [5][6]. Financial Performance - For the first three quarters of the year, Wangzi New Materials reported a revenue of 1.566 billion yuan, representing a year-on-year increase of 19.35%, and a net profit attributable to shareholders of 17.6962 million yuan, up 37.36% year-on-year [8]. - The company's total market capitalization as of December 16 was 5.78 billion yuan, with a share price of 15.13 yuan [10]. Business Overview - Wangzi New Materials is involved in plastic packaging, military electronics, and film capacitor businesses, with applications across various industries including packaging, naval electronic information systems, and new energy vehicles [7].