证券时报记者梁谦刚 12月往往是布局跨年行情的关键月份，从近期券商发布的策略来看，12月行情仍值得期待。 多家机构看好跨年行情 券商12月的金股，通常被认为是月内有较大上涨潜力或投资价值的标的。据证券时报·数据宝统计，截 至目前，共有197只股票入围券商12月金股名单，其中41股入围2次以上。 分行业看，这41只入围2次以上的月度金股主要分布于电子、食品饮料、电力设备、基础化工、汽车行 业，电子行业入围数量最多，共9只。电子行业龙头股如寒武纪-U、海光信息、立讯精密、北方华创、 兆易创新榜上有名。 从入围频次来看，据数据宝统计，入围频次最高的是中际旭创，共8次入围月度金股名单。该公司是光 模块龙头企业，今年前三季度实现净利润71.32亿元，同比增长90.05%。公司目前主要产品涵盖400G、 800G和1.6T产品，1.6T产品在持续起量，3.2T产品尚在研发和完善中。 美的集团共6次入围，排在第二位。公司今年前三季度实现净利润379亿元，同比增长19.51%。公司今 年推出机器人战略，主要有3个方向：AI+机器人、人形机器人的整机开发与应用、机器人的核心零部 件。入围频次靠前的还有牧原股份、恒立液压、海光信 ...

Core Viewpoint - The news highlights the recent developments regarding *ST立方, including its stock performance, regulatory actions, and the overall market sentiment towards potential investment opportunities in December. Group 1: *ST立方 Developments - On December 2, *ST立方 resumed trading with a one-word drop limit, closing at 2.69 yuan per share, nearing historical lows [2][3] - The company received an administrative penalty notice from the China Securities Regulatory Commission (CSRC), revealing that from 2021 to 2023, it inflated revenue by 638 million yuan and costs by 628 million yuan through various deceptive practices [3] - The CSRC plans to impose a fine of 10 million yuan on *ST立方 and a total of 30 million yuan on 10 responsible individuals, with three key individuals facing a 10-year market ban [3] Group 2: Market Outlook and Investment Opportunities - December is viewed as a critical month for positioning in the year-end market, with several brokerages expressing optimism about potential gains [4][5] - Shenwan Hongyuan Securities suggests that the current phase is a transitional period in a "two-stage bull market," with expectations for policy support to boost economic growth in 2026 [4] - Dongwu Securities anticipates that the end-of-year macro liquidity will remain favorable, creating a conducive environment for capital inflow into the market [5] Group 3: Monthly Gold Stocks - A total of 197 stocks have been included in the December gold stock list, with 41 stocks appearing more than twice, primarily in the electronics, food and beverage, and power equipment sectors [6][7] - Zhongji Xuchuang leads with 8 appearances, reporting a net profit of 7.132 billion yuan for the first three quarters, a 90.05% increase year-on-year [6] - Midea Group follows with 6 appearances, achieving a net profit of 37.9 billion yuan, a 19.51% increase year-on-year [6] Group 4: Performance of Gold Stocks - The average increase of the 41 monthly gold stocks is 67.12% year-to-date, significantly outperforming the Shanghai Composite Index [9] - Among these stocks, 23 have a rolling P/E ratio below 30, with five stocks, including Jiangsu Bank and China Life, having a P/E ratio below 10 [9] - Notably, Ningde Times has seen the highest net buy of 4.037 billion yuan since November, supported by its leading position in the global electric vehicle and energy storage markets [10]

证券日报网讯立讯精密（002475）11月17日在互动平台回答投资者提问时表示，在光模块业务方面，当 前挑战主要体现在商务拓展而非技术层面。公司正积极努力进入头部客户的供应链。目前，公司的 800G和1.6T光模块产品主要面向中小型数据中心客户进行交付。 ...