招财爱说币

12.21晚间复盘：
老时间，下边开始今晚的复盘，在线的朋友及时关注
指数在二次探底后，来了一波3连阳，虽然情绪并没有跟上指数的步伐，但是至少有回暖
周五随着小日子的降息落地，接下来一段时间消息面应该不会有什么压力，利空真空期
但是年底资金面紧张，所以缩量接下来应该是常态了
基本面目前无忧，全球大降息背景下，宽松的货币政策，以及330万亿银行存款作为后备流入来源，动力还是挺多的
大趋势继续看好向上震荡修复
题材方面
1、商业航天
新的催化消息主要来自老美，一个是对航天的战略转向，二是巨头加入到太空数据中心，周五晚上美股也是大涨
当天川普签署了一项行政命令，为“美国优先”的太空政策制定了愿景，以确保美国在太空探索、安全和商业领域“引领世界”
该命令要求美国人到2028年重返月球，并在2030年前建立永久月球前哨站的初始设施；指示在月球和轨道上部署核反应堆。该命令通过升级发射基础设施和开发商业途径，以在2030年前取代国际空间站，从而刺激私营部门的创新和投资
其中最核心的依然是：“回收技术”和“太空算力”
在登月计划中，运载火箭承担着极其重要的角色
地面AI数据中心日益严峻的能源与散热物理极限，太空环境凭借24小时光照与深空冷源提供了完美的解决方案。一旦LEO发射成本触及$200/kg的平价线，太空算力将具备对地面设施的实质性成本替代优势，有望成为另一个商业闭环的太空应用
激进的继续去找高位龙头，保守的就做低位补涨
感兴趣的看一下
2、大消费
消费最近被炒出来的叫：“犒赏经济”，说白了低消费，高频次，自我取悦
而高消费产品又强调物美价廉，从而催生的免税概念
而且消费基本上已经跨过了3天轮动魔咒，基本上资金层面上形成了一致性，所以这个方向应该还有空间
其中商业百货里中央S场，影响板块波动的情绪，合百集团是典型的慢牛特征
小群概念里的永辉，东百是游资比较喜欢的赛道
只要上边这些人气股不倒，板块可以继续挖掘
比如上周给过你们的福利票丽人丽妆
3、机器人
王力宏成都演唱会首次引入人形机器人伴舞，精准卡点音乐节奏，动作与王力宏及其伴舞高度同步，最后集体完成高难度"韦伯斯特"空翻，燃炸全场
12月20日，特斯拉CEO埃隆·马斯克在社交平台转发相关视频，相关话题迅速登上社交媒体热搜、
本次演唱会使用的是6台宇树科技G1机器人，售价9.9万元起，身着银色亮片服装登台表演。此次表演完美展现了机器人精准的运动控制能力和高难度的动作完成度，从年初春晚舞台扭秧歌到如今完成专业舞蹈动作，技术迭代速度确实令人惊叹
本来就是轮动方向，再有消息催化，明天应该会有表现
感兴趣的看一下松霖科J，恐高的就别碰了
[月亮]睡前福利： 商业航天+军工+核聚变，目前位置不算高，逻辑也有预期差，明天有小幅高开可以考虑，开太高不追

2025.12.21 evening announcement of major events by listed companies
1. Zhongmi Holdings: Orders on hand are full in the fourth quarter, and the capacity utilization rate is good
2. Mind Electronics: The wafer factory is currently in full production and will continue to expand steadily
3. Galaxy Securities: The market has entered a key window for cross-year layout, pay attention to the small fluctuations around New Year's Day
4. Wantong Development: 364 million shares held by the controlling shareholder, Jiahua Holdings, are subject to provisional freezing, accounting for 19.28% of the total share capital
5. *ST Dongyi: The restructuring plan has been approved by the court
6. Shangfeng Cement: The invested company, Yuexin Semiconductor, has its IPO accepted by the Growth Enterprise Market
7. Jindalai: Plans to invest 30 million yuan in the medical robot company, Zhongke Hongtai
8. Jinshi Resources: Plans to purchase 15.71% equity of Nuoya Fluorochemicals for 257 million yuan, becoming its second largest shareholder
9. Zhongji Xuchuang: Company orders and shipments are all normal
10. Lianchuang Electronics: Planning a change of control, stocks continue to be suspended
11. *ST Mingjia: The capital reserve fund's increase in share capital has been completed, and stocks are resuming trading
12. Guanhua Technology: Planning to purchase no less than 60% equity of Liaojing Electronics, stocks will be suspended from tomorrow
Major negative announcements:
1. Haoyuan Pharmaceutical: Shareholder Su Xin Fund plans to reduce its holdings by no more than 0.26%
2. Zhongchuang Zhiling: The chairman and deputy general manager plan to collectively reduce their holdings by no more than 0.08%
3. Ruicheng Environmental Protection: Shareholder Jucheng Fanrong plans to reduce its holdings by no more than 3% of the company's shares
4. Zhongchuang Zhiling: The chairman and deputy general manager plan to collectively reduce their holdings by no more than 0.08%
5. Feilong Co., Ltd.: After verification, the controlling shareholder recently reduced the total share capital of the company by 0.59%
6. 2 consecutive boards of Lida Xin: The fifth largest shareholder Li Chunhua reduced his holdings by 1.56% of the company's shares from December 10 to December 17
7. Junshi Biological: Shanghai Tanying plans to reduce its holdings by no more than 2%
8. Huahai Chengke: Shareholder Tianshui Huatians Technology plans to reduce its holdings by no more than 1% of the company's shares
9. Yidong Electronics: The concerted actor of the controlling shareholder and actual controller reduced 2,346,300 shares from December 10 to December 17

Attention! Before the main force starts the main rise, this pattern usually appears, and it is also a stage where the trend changes. This pattern can easily mislead retail investors, which is the 'breaking five and returning five' pattern. This pattern has a relatively high probability of occurrence, but many people do not recognize it. Today, let's talk about this pattern in detail.
1. The stock price must be in an upward trend, with multiple moving averages in a bullish trend, such as the commonly seen 5-day moving average, 10-day moving average, and 20-day moving average.
2. After a short-term rise in the stock price, a pullback occurs, during which the trading volume gradually decreases. The breaking five here refers to the pullback phase, where the stock price falls below the 5-day moving average, which is often an important support level. The 5-day moving average represents a short-term lifeline.
3. Within 1 to 3 days after the stock price breaks below the 5-day moving average, the stock price suddenly gains strength, breaking through the 5-day moving average again and effectively stabilizing above it. What does effective mean? It means that after the breakout, the stock price does not fall below it again in the following days.
4. The stock price returns above the 5-day moving average, which is the meaning of 'returning five.'
In general, after the stock price breaks and falls, it must return to the support level within three trading days; a breaking volume decrease and a returning volume increase in trading volume patterns.
Alright! That's the breaking five and returning five pattern. Below is a case chart that even beginners can understand at a glance. I hope it inspires and helps everyone, as it is the most basic content and must be thoroughly understood.

Three Dimensions to Distinguish Real and Fake Breakouts in Stock Trading
1. Position Dimension:
The trend position of the stock price during a breakout is crucial. At the end of an uptrend (breakouts at high positions tend to induce more buying, and the probability of false breakouts is high); at the end of a downtrend (the probability of false breakouts at low positions is also high).
The truly reliable breakout position is: a breakout at the beginning of an uptrend, especially the first breakout after a long period of horizontal consolidation.
2. Momentum Dimension:
A breakout must be accompanied by momentum, reflected in trend shapes, breakout candlesticks, spatial distance, and trading volume. A true breakout occurs when bullish momentum is strong during an uptrend and bearish momentum is weak during a downtrend, with volume increasing on the way up and decreasing on the way down. The order of judging momentum strength is: breakout trend > narrow channel > wide channel > trading range.
The ideal scenario is a breakout wave trend; if the first segment (from the starting point to the breakout point) and the second segment (from the breakout point to the new high) both have breakout trend shapes, bullish momentum is strongest, and the probability of a true breakout is highest.
3. Volume-Price Relationship Dimension:
False breakouts often have very high volume on the day of the breakout, but by the next day, the trading volume suddenly drops by 70%, indicating that there is no continued willingness to buy. In contrast, a true breakout requires that at the time of the breakout, trading volume significantly increases, usually reaching five times or more the average volume of the previous five days. The volume must remain above 60% of the first day's volume for the following three days. The volume-price relationship is the core indicator of a true breakout.

Active Stocks in the Robotics Sector
1. Green Harmonics: A key target in the robotics sector, involved in the field of robotics components, is one of the core related stocks in this track, aligning with the hot development direction of the robotics industry.
2. Zhongdali De: A target in the robotics sector, focused on hydraulic components, provides core component support for robots, and is a key supporting enterprise in the upstream of the industrial chain.
3. Longsheng Technology: A related target in the robotics sector, involved in automotive and robotics parts business, is a participant in the segmented field of this track.
4. Changying Precision: A target in the robotics sector, lays out precision structural components for robots, is one of the core supporting enterprises in the midstream of the industrial chain.
5. Siling Co., Ltd.: A related target in the robotics sector, supplies bearings and other components, provides basic component support for robots, belongs to upstream supporting enterprises.
6. Sanhua Intelligent Control: A key target in the robotics sector, also covers automotive thermal management, provides temperature control components for robots, is a core enterprise with multiple track intersections.
7. Wuzhou Xinchun: A target in the robotics sector, supplies bearings and other precision components, is a supporting enterprise in the upstream of the industrial chain, aligning with industrial demand.
8. Hanwei Technology: A related target in the robotics sector, lays out the sensor field, provides perception components for robots, is one of the core supporting enterprises.

Weekend news, Hainan's duty-free closure news is trending, on Friday the Hainan sector surged by 5.19%, ranking first among all A-share sectors. The formal closure on December 18 saw a significant drop, clearly showing a weak-to-strong transition.
On Friday, Hainan was more about consumption logic and duty-free logic, which was very evident over the weekend. Consumption logic strengthened, and next week the market is expected to continue this trend, combined with the New Year holiday, tourism, and consumption. We will observe whether the funds coming from the Fujian sector can flow into Hainan.
On Friday's tail end, leading companies from Fujian collectively plummeted sharply, including Pingtan Development, Hefeng China, Dongbai Group, and Strait Innovation. The funds speculating on the map are of a similar category, as Fujian and Hainan have been closely linked before.
Next week, we will focus on the Hainan Free Trade Zone.
1. On the first day of the closure, it exploded! Sanya's duty-free sales hit 118 million yuan, with Apple phones discounted by 2,140 yuan and a significant increase in flight bookings to Hainan for New Year.
2. Hainan's closure saw over 1.2 million Cayennes sold for only 600,000, and 40 grams of gold jewelry can save over 10,000 yuan! Netizens: I am already looking at flight tickets.

Two thousand five hundred years ago, Laozi wrote the thirteen characters "Man follows the Earth, the Earth follows Heaven, Heaven follows the Dao, the Dao follows Nature," revealing the most fundamental truth in the universe: all things in the world operate according to objective laws, and there is fundamentally no karma imagined by humanity.
Even today, the value of this statement is still underestimated.
Laws and causality have essential differences. The sunrise and sunset are laws, but the sun does not rise because humanity needs light; the changing of the seasons is a law, but winter does not end early because the poor are inadequately clothed.
Laws are objectively existing operational principles, while causality is merely a subjective explanation imposed by humans.
Modern physics has already proven that at the quantum level, causality completely fails. The motion trajectory of an electron cannot be explained by classical causality but can only be described by probability. This confirms Laozi's "Dao follows Nature"—the universe operates in its own way, indifferent to human moral judgments and expectations of causality.
Social laws are the same. The market economy has its own cyclical laws, and it does not guarantee profit just because a certain entrepreneur has noble character; workplace promotions also have hidden rules that are not known, and it does not necessarily promote an employee just because they work hard and complain little.
These laws are cold and objective, never caring about our personal gains and losses of good and evil.
The wisdom of "Dao follows Nature" tells us: to establish oneself in this world, one must first let go of the obsession with causality and recognize objective laws.
Do not ask "Why am I so unlucky?" but study "What are the operational laws of this field?"; do not expect "evil to be rewarded with evil," but think about "how to use laws to protect oneself."
True strong individuals understand: there is no causality in the world, only laws. They do not complain about unfair fate but study social rules; they do not expect heaven's favor but grasp the opportunities of the times. This way of understanding is the ultimate wisdom for dealing with a complex world.
Laws are like gravity; if you acknowledge them, they exist; if you do not acknowledge them, they still exist. Rather than futilely seeking causal explanations, it is better to calm down and observe laws, grasp laws, and apply laws. This is the true meaning of Laozi's "Man follows the Earth, the Earth follows Heaven, Heaven follows the Dao, the Dao follows Nature."
In this world where there are only laws and no causality, only the awakened can survive, while the deluded will ultimately be eliminated. Do not continue to numb yourself with fantasies of causality; learn to arm yourself with the thinking of laws. This is the survival wisdom that mature individuals should master.

The Rules of Emotional Cycles
In the stock market, many friends often have such confusion: when buying on the board, sometimes the price rises immediately, and sometimes it crashes and gets stuck. Similarly, when buying low, sometimes one can successfully catch the bottom, and other times it’s just halfway up the mountain. In fact, this is all influenced by the emotional cycles of the stock market. The rise and fall of stock prices ultimately depend on capital movement, which is influenced by market sentiment. Mastering the rules of emotional cycles is equivalent to holding the key to understanding the market, helping us avoid emotional traps and find the right trading opportunities.
Emotion is like a thermometer for the market; when emotions are high, capital dares to chase high prices and relay, with a high tolerance for individual stocks. When emotions are low, capital tends to be conservative, mostly observing, and any slight movement in individual stocks can trigger selling. Emotions do not remain constant but cycle repeatedly between 'upward, divergence, climax, chaos,' which is the core logic of emotional cycles.
It is worth noting that emotional cycles and index trends are not completely synchronized but usually resonate strongly. Sometimes the index is flat, yet a strong emotional structural market can emerge. Other times, the index rises sharply, but due to dispersed emotions, a broad decline in individual stocks occurs, which highlights the key guiding significance of emotions in trading.

How should the optical communication industry chain be laid out?
Optical communication is not a short-term hot concept; its development is deeply bound to the core demands of the digital economy: the continuous expansion of parameters in AI large models will drive the growing demand for optical modules in data centers; the 5G network is still under construction, and the research and development of 6G technology has gradually started; the future implementation of new scenarios such as satellite internet and vehicle networking will further open up market space for optical communication.
Companies in various segments of the optical communication industry chain adapt to different investment needs and risk preferences.
1. Short-term opportunities: Prioritize attention on optical module and optical fiber cable companies. The demand from AI data centers and 5G construction is already clear, and leading companies like Zhongji Xuchuang and Changfei Fiber Optics have sufficient orders, with a high certainty of short-term performance growth.
2. Long-term growth: Focus on layout of optical chip companies. Companies like Changguang Huaxin and Yuanjie Technology are breaking through high-end optical chip technology, and after domestic substitution is completed, it will release huge growth space, but attention must be paid to the uncertainty risks in technology research and development.
3. Stable allocation: Consider material and equipment companies. Companies like Yunnan Germanium and Robotec, as "essential suppliers" in the industry chain, are less affected by fluctuations in downstream demand, resulting in stronger operational stability.
Of course, the optical communication track also has two core risks: firstly, the risk of technological iteration, as the speed of technological updates for optical modules and optical chips is fast, companies that fail to keep up with the iteration pace may be eliminated by the market; secondly, the risk of downstream demand, if the investment scale in AI and 5G slows down, it will directly impact the demand for optical communication products. However, in the long run, the continuous growth of global data volume determines that the "infrastructure" status of optical communication will not change, and the industry still has long-term development potential.

2025.12.19 Evening Announcement of Major Events by Listed Companies
1. Major Event Announcement:
1. Chongqing Steel: Plans to raise no more than 1 billion yuan through a private placement
2. Fosun Pharma: Subsidiary's drug has received clinical trial approval from the U.S. FDA
3. Oriental Intelligence: The actual controller of the company will change to the Guangxi State-owned Assets Supervision and Administration Commission, stock resumption
4. Guangdong Core Semiconductor's GEM IPO has been accepted by the Shenzhen Stock Exchange, expected financing amount 7.5 billion yuan
5. 2 consecutive boards of Huati Technology: The company is not involved in commercial aerospace-related businesses
6. Bohai Chemical: Termination of planning for major asset restructuring, stock resumption
7. GuoDun Quantum: Plans to sign a procurement service contract with Ququan Technology, expected amount 8.7 million yuan
8. Chengdu XianDao: Participating in the establishment of the Rongchuang XianDao Fund to increase capital in MoShang Intelligent by 40 million yuan, obtaining 51% equity
9. TianChuang Fashion: Planning a change of control, stock suspension
10. Huadian Science and Technology: Signed a contract worth 815 million yuan with Huadian Science and Technology Group
11. Sichuan Chengyu: Wholly-owned subsidiary plans to acquire 85% equity of Jingyi Company for 2.409 billion yuan
12. Chunzong Technology: The company and the actual controller plan to acquire 927,600 shares and 1,236,800 shares for 30 million yuan and 40 million yuan respectively
2. Major Positive Announcements:
1. Xiamen Xiangyu Investment Company increased capital to 1.81 billion, an increase of approximately 1565%
2. SF Holding: In November, the total revenue from express logistics, supply chain, and international business was 27.173 billion yuan, a year-on-year increase of 7.85%
3. China State Construction: The total amount of new contracts signed in the first 11 months increased by 0.9% year-on-year
3. Major Negative Announcements:
1. Hangzhou Steam Turbine B: Termination of listing date is December 22
2. Zhuoran Shares: The company and the actual controller are under investigation for suspected violations of information disclosure regulations
3. The third largest shareholder of Aerospace Engineering, Guochuang Fund, and its concerted action, New Car Fund, collectively reduced their holdings by 2,307,700 shares from December 11 to December 19
4. Allianz Ruishi: Chairman Xu Jin plans to reduce his holdings by no more than 0.96%
5. Boshuo Technology: Director Yang Chuanqi and executive Zhou Dan plan to collectively reduce their holdings by no more than 0.011%
6. Yongding Shares: The controlling shareholder reduced its holdings by 1.297% from October 21 to December 11, prematurely terminating the reduction plan
7. Junshi Biology: Shanghai Tanying plans to reduce its holdings by no more than 2%
8. Huahai Chengke: Shareholder Tianshui Huaten Technology plans to reduce its holdings by no more than 1%.
9. Lihu Shares: Shareholder Wang Xiaojun and its concerted action plan to collectively reduce their holdings by no more than 2.98%

Midday Strategy:
The morning was quite convoluted until just before the close when the neighboring little daily interest rate hike finally landed.
After the news was disclosed, the index continued to rise; you can understand that the 25 basis points were in line with expectations, or you can understand that the landing of the interest rate hike turned out to be a positive factor. In short, the impact is not as bad as everyone thought.
The index is fine, but the experience of individual stocks is really average. Even with a broad market rally, the atmosphere is also average.
Most individual stocks experienced gains followed by pullbacks, and there was no significant increase in trading volume.
In terms of themes:
1. Commercial Aerospace
After the return yesterday, there was differentiation. The front row was strong, while the back row experienced gains followed by pullbacks. The logic has always been that the more it rises, the harder it gets. The sector has not finished moving and remains in a flat + rolling pattern.
Still in a flat + rolling pattern, next, look at the chart for construction, with a preference for maintaining an upward trend.
2. Big Consumption
Today, the consumption sector exploded, with the high-level announcement of documents to launch new consumption formats, models, and scenarios in Beijing and 50 other cities. Policies and measures to promote consumption will be introduced in various places.
The consumption leader, Dongbai JT, bypassed a 100% increase over 10 days with abnormal movements, continuing to hit the limit up beyond expectations, dragging the back row to rise along. Baida JT opened lower and rose close to the limit up. The sector's mainstay, Yonghui CS, is nearing the limit up, and there are still a batch of stocks in the back row that are catching up. The sector's continuous board ladder is pretty good.
As long as consumption does not chase high prices, patiently waiting for rotation often brings surprises. Trust early, do not wait until after a big rise to come in and take over.
For those interested, take a look.
3. Nuclear Fusion
Controlled nuclear fusion opened high due to favorable news. A media company under Trump merged with a nuclear fusion company, indicating that Trump also sees promise in nuclear fusion power, which will raise expectations for capital expenditure in nuclear power.
Currently, only Snowman JT has emerged, while other back row performances are average. There are too many hidden plates, and sustainability cannot be compared with commercial aerospace and consumption; it remains to be observed.

12.18 Evening Review:
Yesterday's strong rebound ignited hope for everyone, but it turned out that it was just a rescue operation from above, and today it immediately returned to weak fluctuations.
In fact, I started to worry yesterday because the trading volume didn't increase, so today it is essential to boost the volume; otherwise, the sentiment cannot be sustained.
Today, the index is still being protected, but the volume shrank to 150 billion, and the result is predictable: the money-losing effect is maximized.
Of course, there is an impact from last night's sharp decline in the US stock market, with Nvidia and Google both falling sharply, which will definitely suppress tech sentiment, so tech is not strong today.
But let's think differently:
1. Yesterday, the index fell to around 3800, and the dog team strongly pushed the index up, proving that 3800 is the upper bottom line in the short term.
2. The divergence in tech sentiment has already been released during the day.
So it’s quite simple: the short-term 3800 is basically a strong support; unless there is a systemic issue, it won’t break.
Additionally, everyone is worried about the small rate hikes tomorrow; this might have an impact, but it will only be short-term and won’t change our trend.
In fact, there’s no need to wait until tomorrow; just look at tonight's performance of the US stock market. As long as the US stock market doesn’t fall, we basically won’t have any problems tomorrow.
Now let's look at the themes:
1. Commercial Aerospace
Today, the sector welcomed a strong recovery, with Shunhao Co. achieving 8 boards in 15 days, and Western Materials hitting the daily limit, while Tianyin Electromechanical and China Satellite, which had previously lagged, also accelerated collectively.
However, several indicators from the aerospace sector are still lukewarm; in the afternoon, many stocks that were catching up hit their limits, indicating that funds are a bit hesitant.
The sector is still in the conceptual stage of speculation, and will continue to speculate on logic, so there’s no need to worry about an end.
It’s just that the current rhythm is relatively hard to grasp. Due to the market not cooperating, even a slight pull can give quant funds an opportunity to sell off, so we can only buy on dips during divergences.
Tomorrow, there will likely still be divergences and fluctuations; there’s no need to worry about core stocks, continue to buy on dips.
For stability, continue to pay attention to China Satellite T, and buy on dips during divergences.
2. AI Applications
After the launch of Ant Group's AI health application, downloads surged, and the number of monthly active users has exceeded 15 million, currently ranking third on the Apple app store overall.
Warm winds are blowing in the AI application sector. If computing hardware and commercial aerospace see divergences, funds are expected to flow back into the AI application sector again from the perspective of switching between high and low.
Tomorrow, first look at the feedback from the benchmark Huaren Health; if it can advance, the sector can be explored for catching up.
For those in a downward trend, you can take a look at Li Ren Li Zhuang.
Pre-sleep benefit: The millet economy + cross-border e-commerce is continuing to grow in volume at low levels and showing trend attributes, and the big consumption sector has been relatively active recently, so one can speculate on acceleration. Tomorrow, if there are opportunities for divergence to buy on dips, consider buying near the 5-day moving average; it’s not suitable to chase high.

2025.12.17 Evening Announcement of Major Events by Listed Companies
1. Major Event Announcement:
1. 38 steel mills raised scrap steel procurement prices by 10-30 yuan/ton
2. Nandu Power: The controlling shareholder has terminated plans to change control, stock resumes trading
3. Chengda Bio: Adjusts the internal investment structure of part of the raised funds investment projects
4. Dongwei Semiconductor: Co-investing with related parties in Suzhou Denglin Technology Co., Ltd.
5. Zhongwei Company: Planning to purchase the controlling stake in Hangzhou Zhonggui, stock suspended
6. Qibin Group: The controlling subsidiary plans to establish a Shenzhen New Energy Company with 600 million yuan
7. Xinke Mobile: Deeply involved in the on-orbit verification and network construction of China's low-orbit satellite internet
8. Jiangsu Guoxin: The controlling subsidiary plans to increase capital by 1.8 billion yuan to promote its Phase III 2×100 MW expansion project
9. Sichuan Road and Bridge: Received a stake from China Post Insurance, holding ratio reached 5%
10. Shenchi Electromechanical: Cooperation with Qiteng Robot is progressing normally
11. Ningbo Construction: The controlling subsidiary jointly won a bid for a 747 million yuan engineering project
12. Zhongfutong: Received the notification of being selected for the centralized procurement project for comprehensive business support services from China Mobile Iron and Telecom for 2026 to 2027
2. Major Positive Announcement:
1. Haitian Flavor Industry: The cash dividend ratio for the next three years (2025-2027) will not be less than 80% each year
2. Zhongjin Company: A total cash dividend of 434 million yuan will be distributed for the first half of 2025, with the equity registration date on December 26
3. Tibet Pharmaceutical: Plans to repurchase shares for equity incentives or employee stock ownership plan with 170 million to 200 million yuan
3. Major Negative Announcement:
1. Huahai Chengke: Shareholder Tianshui Huatiankej has plans to reduce its holdings by no more than 1% of the company's shares
2. Oufei Guang: The controlling shareholder transferred 67.7 million shares to repay debts through non-trading transfer
3. Gu'ao Technology: Former actual controller Chen Chongjun was sentenced to six years for manipulating the securities market and fined four million yuan
4. Junshi Bio: Shanghai Tanying plans to reduce its holdings by no more than 2%
5. Ruichen Environmental Protection: Shareholder Ju Chen Fanrong plans to reduce its holdings by no more than 3% of the company's shares
6. Yidong Electronics: The controlling shareholder and concerted action party reduced holdings of 2.3463 million shares from December 10 to December 17
7. Shandong Expressway: Plans to make a provision for the impairment of long-term equity investments in Dongxing Securities of about 690 million yuan
8. 2 consecutive boards of Lida Xin: The fifth largest shareholder Li Chunhua reduced holdings of 1.56% of the company's shares from December 10 to December 17
9. WuXi AppTec's third largest, fourth largest, sixth largest shareholders and 18 other shareholders reduced a total of 29.5 million shares from November 26 to December 17.

Attention! This is one of the strongest patterns in an uptrend, and its occurrence probability is relatively high. Once it appears, I often pay attention to it. Today, I will share the key points of this model clearly with everyone. As long as you watch carefully, even a novice can easily understand it.
1. The stock price must be in an uptrend, with the 60-day moving average in a bullish trend and an upward slope; this is fundamental.
2. After the first wave of price increase, the 5-day moving average and 10-day moving average start to pull back, still above the 60-day moving average, beginning to stop falling and rise. This is the neck position of the old duck head, which is the behavior of the main force washing the盘.
3. The stock price begins to stop falling and rises, breaking through previous highs, forming a stage high point, creating the top of the old duck head. This is the main force testing the selling pressure above. If the selling pressure is small at this time and the trading volume is moderate, it indicates that the main force has already taken control.
4. The stock price starts to pull back again, and the decline at this time is often not large. When the 5-day moving average and 10-day moving average again form a golden cross, it indicates that the main force begins to exert strength. This is the duck's mouth, which is also a position we need to pay attention to.
Throughout the entire trend, the stock price is generally raised at a low level, with the consolidation trend upward, and the stock price runs along the 5-day moving average and 10-day moving average. Below, I have prepared a case diagram of the old duck head. I suggest watching the key points and the case together for easier memory. I hope this inspires and helps everyone; it is also the most fundamental content that must be thoroughly understood.
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12.17 Evening Review;
When everyone is about to despair, the market will give you a glimmer of hope. This month has already seen it for the second time, last Thursday was like this, and today is also like this.
However, today's trading volume has not matched up yet. A rebound on the first day is acceptable, after all, most people have not reacted yet.
So tomorrow will be very critical, only by increasing volume can the rebound be sustained; otherwise, it will return to fluctuations.
The major risks have basically been released, at least we can be at ease for a few days. As for whether it will reverse or fluctuate, we will take it one step at a time, making no predictions, only following the trend.
In terms of themes:
1. Commercial Space
This is the first strong differentiation since this round of market, and the impact is not small. This is a common problem for high-level sectors, as the cumulative increase has been too high, so the downturn is relatively fierce.
Of course, today there was also the impact of news because the Long March 12A (CZ-12A) was postponed, which increased the adjustment range.
Previously, what rose was the "aerospace" sector, which was most recognizable. Next, the most important technological breakthrough for commercial space is recovery technology. Until this technology is confirmed, expectations will remain.
The essence of this technology lies in rockets, satellites, and computing power. If another wave comes, the market may shift its focus in this direction.
2. Computing Power
Today, it stabilized ahead of the index, represented by hardware such as CPO, along with the divergent upstream and downstream: liquid cooling, copper foil, and Q fabric.
This sector has always had a strong calling power, and the key is new branches with industrial logic.
Pay close attention to previously recognizable core stocks.
If you're interested, take a look.
3. Big Finance
Today, it was the most timely to step up to save the situation, which has been mentioned before.
However, one thing needs to be noted: finance has always relied on trading volume, so to achieve sustainability, it must have increased volume; otherwise, it will be difficult.
Continue to pay attention to internet finance.
4. Technology
Two directions, advanced manufacturing catalyzing photolithography machines + benefiting from the expansion of storage equipment.
For specific stocks, look at the charts for execution, focusing on the shapes that have emerged.
If you're interested, take a look.
[Moon] Pre-sleep benefits: Photolithography machines + AI glasses + autonomous driving, themes are versatile, the shape is in a super oversold rebound, and it has been continuously increasing in volume recently. If the sector rotates, expect a supplementary rise. A pullback to the 5-day line is an opportunity, and a slight high opening can also be considered.
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Zhang Mengzhu invested over 200 million to layout! Stock trading family strikes accurately
Zhang Mengzhu invested over 200 million to layout, stock trading family strikes accurately, well-known speculators showed diverse styles on today's dragon and tiger list
On the dragon and tiger list of December 17, well-known speculators like Zhang Mengzhu, Huzhou Labor Road, Stock Trading Family, and Ningbo Sangtian Road appeared in multiple stocks, with operation styles either being aggressive board hitting or oscillation speculation, leaving significant marks in sectors like optical modules, computing power, retail, and superconductors.
Zhang Mengzhu's billion yuan layout, board hitting and exiting coexist
Zhang Mengzhu made significant moves today, on one hand investing 40.86 million in Sanyangma (sz001317), over 100 million in Aerospace Electromechanical (sh600151), laying out logistics and commercial aerospace sector's consecutive board targets; on the other hand, selling over 34 million in Pianao (sz002853), choosing to take profits on stocks with three consecutive boards. His operation continued the “offensive + defensive” strategy towards strong consecutive board stocks, betting on the height of new themes while decisively taking profits on targets with abundant profits.
Huzhou Labor Road and Zhongshan East Road mainly targeting optical modules, betting on the explosive power of the track
Huzhou Labor Road today made a major purchase of Gu'ao Technology (sz300551) for 158 million, this stock overlaps with storage chips and photovoltaic concepts, closing with a 20% limit-up; Zhongshan East Road invested 132 million in Lian Te Technology (sz301205), increasing exposure to the optical module track. Both chose to lay out on the strong limit-up boards of track stocks, betting on the sustained explosive power of optical modules and computing power sectors, reflecting the sensitivity of speculators to industry trend opportunities.
Stock Trading Family strikes from multiple lines, balancing oscillation and board hitting
Stock Trading Family today showed multidimensional operations, on one hand buying 20.68 million in Bofei Electric (sz001255), laying out superconductors + military industry consecutive board targets; on the other hand buying 61.24 million on the limit-down board of Shunhao Co. (sz002565), speculating on the rebound opportunity in the commercial aerospace sector. Their operation style balances board hitting premium and limit-down low absorption, seeking arbitrage opportunities at different emotional nodes, showcasing the trading characteristic of speculators being “flexible and adaptable.”
Ningbo Sangtian Road and Shangtang Road speculating on the height of consecutive boards
Ningbo Sangtian Road bought Zhejiang Shibao (sz002703) for 28.4 million, participating in the two consecutive board speculation of the autonomous driving sector; Shangtang Road bought Shengtong Energy (sz001331) for 12.38 million, aiming for the height of four consecutive boards. Such operations focus on the “space speculation” of consecutive board stocks, attempting to create leading benchmarks during market sentiment recovery, typical methods of active market speculators generating profit effects.
From today's operations of speculators, it can be seen that board-hitting speculators focus on strong limit-up boards and consecutive board heights, trend speculators increase their exposure to trend opportunities of track stocks, while oscillation speculators seek elasticity in limit-down and rebound stocks. Different styles of speculators together constitute the trading vitality of the market, but their operations often carry strong timeliness and speculative nature.

注意了！这个是一个上涨趋势里，最为常见的一个强势形态，这是典型的主力吸筹洗盘的一个过程，而且很好分辨。这个形态就是倍量大阳过前高，有人它放量过左锋。这是技术分析里，比较重要的一个形态，我总结了几个核心要点，新手小白也能轻松看懂
1.这个形态一般出现上涨趋势的初期，或是股价在低位横盘阶段，倍量启动的阶段。
2.这个的核心在意倍量和大阳线。股价经过小幅度的上涨以后，形成一个前期的高点，随后股价开始回落，成交量出现大幅的缩量
3.随后股价出现放量，成交量是平日的两倍以上，我们称为是倍量，大阳线的涨幅一般会大于5%以上，突破前期波段的高点，这个有一个细节，就是收盘以后，股价要站稳前期高点的1个点左右，如果是小盘股可以小一点。、
4.这样形态出现，说明主力已经控盘，主力的意图是强势的，为什么这么说，前期高点，在回调过程里，就形成一个套牢盘，主力如果不强势，不承接这些套牢盘，就很难突破这种重要压力位。一旦有效突破，那就是天高任鸟飞。
好了，以上就是倍量大阳过左锋形态，在上涨趋势的初期，出现的比较多，了解这个模型，吃透它，说不定哪天就可能用的上。希望对大家有启发和帮助，也是最为基础的内容，一定吃透。

11.16 晚间复盘：
弱势行情，任何消息都有可能被无限放大，当几个鬼故事集中在一起的时候，那就是今天的下场
有传闻要整治量化对微盘股承压，也有传互联网大厂税率可能从15%上调到25%
当然，也有对小日子加息的恐慌，总之，现在风声鹤唳草木皆兵
指数一根中阴线破位下跌，回到上个月底的最低点，从技术形态的角度来看已经是底部区域
如果再乐观一点看，也可以视为双底
但是现在主要问题是大家的心已经伤透了，这个月很多人的账户回撤已经达到30%，信心已经倒塌，后边就看市场如何来修复了
题材方面：
1、商业航天
今天面临很大的挑战，好在下午航天科技上板，又带动资金回流一波
走得比较强的分支：相控阵、星间激光通信以及各种“航天系”
后面还会沿着新的方向发酵，重点看相控阵、激光通信、以及航天系
对于那些形态已经走坏的，暂且不要碰
恐高的可以考虑一下目前还在低位的，比如华力创通
2、大金融
本来这个方向也没什么话题，但是又到了濒临崩溃的边缘，这个时候必须要想到他
而且也有很多核心票形态上走出底部趋势，可以做个备选
心态好的可以考虑少量潜伏，低位容错率也比较高
感兴趣的可以看一下指南针
3、大科技
资金也有尝试在做，选择的是形态更好看的光刻机
有辨识度的可以带着关注，比如
另外，算力这边也可以带着关注，一些个股，近期走的不弱比如液冷龙头，接近新高电子布、铜箔，也能保持趋势
[月亮]睡前福利： ,商业航天+卫星导航，毫米波相控阵微系统龙，少数的低位票，今天放量突破平台，明天如果小幅高开或者平开是机会，分歧回踩就等5日线

2025.12.16晚间上市公司重大事项公告
一、重大事项公告：
1、欧圣电气：询价转让价格为20.97元/股
2、圣湘生物：四款产品取得医疗器械注册证
3、神思电子：中标关联方项目预计金额1.99亿元
4、彩讯股份：拟共同投资设立投资基金 专项投资于某人形机器人公司
5、普门科技：取得2个医疗器械注册证
6、天普股份：目前公司主营业务未发生重大变化
7、珈伟新能：全资子公司拟1元收购蔚县陆枫新能源100%股权
8、侨银股份：预中标约12.25亿元贵州省遵义市正安县城乡环卫一体化项目特许经营项目
9、越秀地产：订立一份5亿港元的定期贷款融资协议
10、4连板百大集团：公司主营业务未发生重大变化
11、TCL科技：拟发行不超过20亿元科技创新公司债券
12、四维图新：已投资鉴智机器人成为其第一大股东 重组后的“新鉴智”将成为旗下智驾业务平台
二、重大利好公告：
1、中远海控：单日增持超750万AH股
2、世纪华通：完成注销5612.08万股已回购股份
三、重大利空公告：
1、德科立：公司董事拟减持不超过10万股公司股份
2、德才股份：股东城高世纪拟减持不超3%股份
3、赛微微电：实控人及其一致行动人调整股份减持计划 拟合计减持不超1%股份
4、科华控股：股东张宇拟减持不超3%股份
5、宝明科技：部分董监高拟合计减持不超0.0469%股份
6、神工股份：股东温州晶励、旭捷投资拟合计减持不超1.98%股份
7、华峰铝业：股东尤小华计划减持不超2.17%股份
8、吉祥航空：股东东航产投拟减持不超1%公司股份
9、实丰文化：股东蔡俊权及其一致行动人拟减持不超3%股份

陈小群、章盟主、作手新一豪掷超20亿！多板块掀涨停潮，游资龙虎榜全景博弈深度解析
今日（12月16日）A股龙虎榜上演游资“群雄逐鹿”，陈小群、章盟主、作手新一、上海超短帮等一线游资集体出动，在零售、商业航天、无人驾驶、数字货币等板块展开亿元级布局，多股上演涨停潮的同时，部分板块也出现激烈的多空博弈，市场热点轮动与资金博弈细节尽在其中。
一、零售板块成“吸金池”：永辉超市6.56亿霸榜，多游资集群式进攻
大消费复苏逻辑下，零售板块成为游资资金“蓄水池”。
- 永辉超市（sh601933） 涨停，陈小群、上海超短帮两大游资巨头合计买入6.56亿，创当日个股净买入金额之最，预制菜与大消费双重概念使其成为板块龙头。
- 九牧王（sh601566） 获佛山系、粉葛、量化打板资金合力买入2.99亿，AI电商与零售概念叠加下强势涨停。
- 翠微股份（sh603123） 被中山东路、温州帮等游资买入1.16亿，零售+数字货币双主线驱动涨停。
- 此外，红旗连锁（sz002697） 3日累计获章盟主买入超1.45亿（两个榜单分别净买入9928万、4597万），2连板走势凸显游资对社区零售的布局；广百股份（sz002187） 获量化打板资金买入，3日净买入2196万，预制菜与免税店概念助力涨停。
二、商业航天+无人驾驶双线爆发，游资“海陆空”式布局科技赛道
科技赛道中，商业航天与无人驾驶成为游资主攻方向，多股获亿元级资金入驻。
- 商业航天板块：
- 航天信息（sh600271） 3日累计净买入2.38亿，成都系、量化基金、量化打板资金集体进场，数字货币与信创概念使其成为板块核心。
- 航天电子（sh600879） 获陈小群、作手新一联手买入2.71亿，低空经济与军工属性推动3日涨停。
- 华菱线缆（sz001208） 两个榜单分别净买入1.59亿和2.09亿，尽管流沙河、思明南路在卖出，但量化打板资金的强势介入使其4连板，商业航天概念热度拉满。
- 通宇通讯（sz002792） 呈现多空对决，一个榜单净买入8931万（量化打板、上塘路买入），另一个榜单净卖出3334万（陈小群买入但玉兰路卖出），2连板走势凸显板块内部分化。
- 无人驾驶板块：
- 万集科技（sz300552） 涨停，作手新一、成都系、量化打板资金合计净买入7414万，汽车电子与无人驾驶技术使其成为板块先锋。
- 久之洋（sz300516） 两个榜单分别净买入6024万和9736万，成都系、量化打板资金持续加仓，商业航天与无人驾驶双重概念驱动涨停。
- 智莱科技（sz300771） 获量化打板资金买入3456万，无人驾驶与低空经济概念使其大涨15.71%；多伦科技（sh603528） 被量化基金、量化打板资金买入7685万，鸿蒙与芯片概念助力涨停。
三、数字货币板块恒宝股份成“标杆”，创识科技1.96亿紧随其后
数字货币板块在游资推动下热度攀升。
- 恒宝股份（sz002104） 涨停，上海超短帮、量化打板资金强势买入2.84亿，成为板块“吸金王”。
- 创识科技（sz300941） 获成都系、量化打板资金买入1.96亿，互联网金融与数字货币概念使其大涨14.20%。
- 航天信息（sh600271）的数字货币属性也为板块添柴加薪，多股联动下板块赚钱效应凸显。
四、游资多空博弈加剧，部分板块现资金撤离迹象
在热点板块爆发的同时，部分板块与个股出现游资撤离，多空博弈激烈。
- 商业航天板块：航天动力（sh600343）净卖出3.62亿，章盟主买入但温州帮大幅卖出；航天机电（sh600151）净卖出3.90亿，章盟主做T、上海超短帮卖出，显示板块内部分个股遭资金获利了结。
- 其他板块：雷科防务（sz002413）净卖出5.32亿，上海超短帮做T、量化打板卖出；精达股份（sh600577）净卖出1.98亿，量化基金T操作后撤离，超导概念个股出现资金分歧。
五、游资风格全景扫描：陈小群偏好大消费+科技，作手新一主攻高端制造
从今日操作可见各游资风格的鲜明差异：
- 陈小群：重仓布局大消费（永辉超市）与商业航天（航天电子、通宇通讯），偏好大市值、强逻辑的主线标的。
- 作手新一：聚焦无人驾驶（万集科技）与商业航天（航天电子），擅长在科技赛道挖掘弹性标的。
- 章盟主：在零售（红旗连锁）、商业航天（航天动力、航天机电）中频繁操作，风格偏向趋势性布局与做T。
- 上海超短帮：主攻大消费（永辉超市）与数字货币（恒宝股份），偏好板块龙头的涨停板博弈。
今日游资在多板块的亿元级布局，既反映了大消费复苏、科技自主的主线逻辑，也凸显了板块内部分化与资金博弈的激烈程度。投资者需紧密跟踪游资动向与板块轮动节奏，警惕热点退潮带来的波动风险。