记者丨曾静娇 编辑丨吴桂兴 12月25日， A股午后集体走强，沪指录得7连阳 ，截至收盘，沪指涨0.47%，深成指涨0.33%，创业板指涨 0.3%。沪深两市成交额1.94万亿元，较上一个交易日放量467亿元。 全市场超3700只个股上涨，其中有93只 个股涨停。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3959.62 | 13531.41 | 1457.96 | | +18.67 +0.47% | +44.99 +0.33% +12.41 +0.86% | | | 科创50 | 创业板指 | 万得全A | | 1349.06 | 3239.34 | 6409.89 | | -3.07 -0.23% | | +9.77 +0.30% +38.21 +0.60% | | 沪深300 | 中证500 | 中证A500 | | 4642.54 | 7410.71 | 5636.74 | | +8.48 +0.18% +58.67 +0.80% | | +14.22 +0.25% | | 中证1000 | 深证100 | 中证红利 | | 7579.38 | 5865 ...

Market Performance - The Shanghai Composite Index opened lower but closed higher, marking a seven-day winning streak, while the Shenzhen Component and ChiNext indices rebounded after hitting lows [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.92 trillion yuan, an increase of 443 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index rose by 0.47%, the Shenzhen Component increased by 0.33%, and the ChiNext Index gained 0.3% [1] Sector Highlights - The commercial aerospace sector remained active, with over 20 constituent stocks hitting the daily limit, including Shenjian Co., which achieved six consecutive limit-ups [1] - The robotics sector saw a rapid increase, with stocks such as Shoukai Co., Xiangshan Co., and Haozhi Electromechanical all hitting the daily limit [1] - The chip industry chain also strengthened, with Shenghui Integration achieving four consecutive limit-ups, and Guofeng New Materials and Yangzi New Materials hitting the daily limit [1] - The paper-making sector experienced significant gains, with stocks like Bohui Paper, Yibin Paper, and Wuzhou Special Paper all hitting the daily limit [1] Declining Sectors - The precious metals, Hainan, and energy metals sectors were among the biggest decliners, with the Hainan Free Trade Zone concept collectively dropping, and Hainan Ruize falling nearly 7% [1]

Group 1 - Shenghui Integrated has seen a stock price increase of 5.24% on December 25, reaching 82.20 CNY per share, with a trading volume of 371 million CNY and a turnover rate of 4.67%, resulting in a total market capitalization of 8.22 billion CNY [1] - The stock has experienced a continuous rise for three days, accumulating a total increase of 33.11% during this period [1] - Shenghui Integrated, established on September 3, 2003, and listed on October 13, 2022, primarily engages in cleanroom engineering services in high-tech industries such as IC semiconductors and optoelectronics [1] Group 2 - Guodu Securities has one fund heavily invested in Shenghui Integrated, with Guodu Jucheng (011389) holding 10,000 shares, representing 3.9% of the fund's net value, making it the fourth-largest holding [2] - The fund has realized a floating profit of approximately 40,900 CNY today, with a total floating profit of 194,300 CNY during the three-day increase [2] - Guodu Jucheng was established on March 25, 2021, with a current scale of 11.67 million CNY, and has reported a year-to-date return of 11.89%, ranking 5500 out of 8087 in its category [2] Group 3 - The fund managers of Guodu Jucheng include Liao Xiaodong, Zhang Xiaolei, and Gong Yongjin, with varying tenures and performance records [3] - Liao Xiaodong has a tenure of 5 years and 226 days, with a total fund size of 22.45 million CNY, and has experienced a best return of -24.14% during his tenure [3] - Zhang Xiaolei has a tenure of 7 years and 11 days, with the same fund size, achieving a best return of 80.09% [3] - Gong Yongjin has a tenure of 1 year and 267 days, managing a fund size of 11.67 million CNY, with a best return of 9.26% [3]

Group 1 - Shenghui Integration (603163.SH): The stock price has risen significantly in the short term, deviating from the company's fundamentals, indicating a potential risk of decline in the future [1] - Victory Energy (001331.SZ): The company does not engage in robotics-related business [1] - Aerospace Engineering (603698.SH): The company does not involve in commercial aerospace [1] Group 2 - Wankai New Materials (301216.SZ): The controlling subsidiary plans to provide lightweight components and structural parts related to humanoid robot arms and humanoid assembly services to Lingxin Qiaoshou [1] - Huakang Clean (301235.SZ): The consortium is pre-awarded the procurement project for special departments of Huian County Hospital (Phase I) [1] - Tongda Co., Ltd. (002560.SZ): Pre-awarded a 154 million yuan project from the State Grid [1] Group 3 - Aier Eye Hospital (300015.SZ): Plans to acquire partial equity in 39 institutions including Bozhou Aier and Lianyungang Aier [1] - Aucma (600336.SH): Plans to transfer 55% equity of the Information Industry Park company [1] - Donghong Co., Ltd. (603856.SH): Plans to repurchase shares with an investment of 30 million to 60 million yuan [1] Group 4 - Caesar Travel (000796.SZ): Jingu Trust plans to reduce its holdings by no more than 3% [1] - Jindun Co., Ltd. (300411.SZ): High-tech Investment and Founder Securities plan to collectively reduce their holdings by no more than 4% [1] - Hengdian East Magnetic (002056.SZ): The controlling shareholder plans to reduce its holdings by no more than 1% [1] Group 5 - Lianchuang Electronics (002036.SZ): Plans to raise no more than 1.63 billion yuan through a private placement to Jiangxi State-owned Capital Venture [1] - Xingyuan Zhuomag (301398.SZ): Received project designation notification from a client [1]

Core Viewpoint - The stock price of Shenghui Integration (603163.SH) has experienced a significant short-term increase, diverging from the company's fundamentals, indicating a potential risk of substantial decline in the future [1] Price Movement - The company's stock price rose by 30.10% from December 19 to December 24, 2025 [1] - Since December 2025, the cumulative increase in stock price has reached 45.62% [1] Market Sentiment - There is a possibility of overheated market sentiment and irrational speculation surrounding the company's stock [1]

格隆汇12月24日丨圣晖集成(603163.SH)公布，公司股价短期上涨幅度较大，已偏离上市公司基本面， 未来存在较大下跌风险。公司股票价格于2025年12月19日至24日期间累计上涨30.10%，自2025年12月 以来累计上涨45.62%。当前可能存在市场情绪过热、非理性炒作风险。 ...

圣晖系统集成集团股份有限公司 股票交易风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券代码：603163 证券简称：圣晖集成 公告编号：2025-067 2025 年 3 月 29 日，公司在上海证券交易所网站（www.sse.com.cn）披露 了《2024 年年度报告》，2024 年度，公司营业收入金额为 2,007,697,317.98 元，同比下降 0.06%；归属于上市公司股东的净利润为 114,402,314.36 元，同 比下降 17.45%。请广大投资者注意投资风险。 公司股票交易价格于 2025 年 12 月 19 日、12 月 22 日、12 月 23 日连续 3 个 交易日内日收盘价格涨幅偏离值累计达到 20%。2025 年 12 月 24 日，公司股票再 次涨停。现将公司相关事项和风险说明如下： 1 一、生产经营风险 公司目前日常生产经营活动正常，主营业务未发生重大变化。 2025年3月29日，公司在上海证券交易所网站（www.sse.com.cn）披露了《2024 年 ...

Core Viewpoint - The stock of Shenghui Integration experienced significant price fluctuations, with a cumulative increase of 30.10% from December 19 to 24, and a 45.62% rise since the beginning of December, indicating a deviation from the company's fundamentals [1] Financial Performance - For the fiscal year 2024, the company reported a revenue of 2.008 billion yuan, reflecting a slight year-on-year decrease of 0.06% [1] - The net profit for the same period is projected to be 114 million yuan, which represents a year-on-year decline of 17.45% [1] Market Valuation - As of December 24, the company's static and rolling price-to-earnings (P/E) ratio and price-to-book (P/B) ratio are both higher than the industry average, suggesting potential overvaluation [1]

Group 1: Aerospace and Defense Companies - Shenjian Co., Ltd. has seen a stock increase for five consecutive days, focusing on aerospace-related molds, metal parts, composite materials, and Beidou satellite navigation system terminal products [2] - Aerospace Engineering has experienced a stock rise for four days, being the only listed company under the Rocket Technology Research Institute of the Aerospace Science and Technology Corporation, specializing in gasification technology and key equipment [2] - Daye Co., Ltd. is investing in a joint venture that focuses on aerospace power systems and specialized pressure vessels, while also developing humanoid robot dexterous hands [2] - Zhongchao Holdings is a comprehensive cable supplier, providing high-temperature alloy precision castings for aerospace applications [2] - Boyun New Materials has developed carbon/carbon throat lining materials for the Kuaizhou series of commercial solid rockets, establishing itself as a core research base for solid rocket engine composite materials [2] Group 2: Satellite and Communication Technologies - Xinguang Yuda is engaged in information perception, satellite communication, and unmanned systems, reporting a net profit increase of 260% year-on-year in its third-quarter report [2] - Ruihua Tai has participated in multiple aerospace military projects, including the manned space station and launch vehicles, and is developing PI films to enhance the lifespan of satellites and spacecraft [3] - Guojiji Precision Engineering is a leading company in the aerospace bearing sector, having provided bearings for major projects like Chang'e and Long March rockets [3] - China Satellite is a leading domestic satellite manufacturer and a major provider for the Beidou system [3] Group 3: Emerging Technologies and Innovations - Jun Da Co., Ltd. has formed a strategic partnership with Shangyi Optoelectronics to explore the application of perovskite battery technology in space energy [3] - Tian Tong Co., Ltd. showcased its commercial satellite digital batch electrical assembly technology at a national conference, contributing to the supply chain of the aerospace information industry [6] - Yingli Automotive focuses on lightweight automotive components, including dashboard frames and EV battery housings, leveraging its Taiwanese background [5] Group 4: Investment and Expansion Plans - Jiufeng Energy is expanding its special fuel and gas supply project at the Hainan commercial space launch site, with an estimated total investment of approximately 300 million yuan [2] - Nanjing Panda's new satellite communication terminal project includes both hardware and software, supporting satellite communication between terminals [3] - The company has signed a strategic cooperation agreement with Galaxy Aerospace to enter the commercial aerospace sector [6]

Group 1 - Shenghui Integration and Chuangyuan Technology both achieved a three-day consecutive increase in stock prices [1] - Demingli, Beijing Junzheng, Xinyuanwei, Huicheng Co., and Huahong Company also saw significant gains in their stock prices [1]