小小爱讲币

白话解读11月金融数据：钱的“总量够、流动慢”
社融2.49万亿元：全社会的“融资总盘子”没少，主要靠政府发债（占比近四成）和企业发债撑着，相当于政府和企业通过贷款之外的渠道拿到了不少钱。
新增人民币贷款0.39万亿元：大家直接从银行借的钱偏少，一方面是地方化债置换了部分存量贷款，另一方面企业和居民借钱的需求还没完全起来，传统信贷领域需求在降温。
M2-M1剪刀差扩大：M2是全社会的“总钱袋子”（含定期存款），M1是能随时花的“活钱”（如活期存款），剪刀差扩大就是“死钱”比“活钱”增长快——企业更愿意把钱存定期不投资，居民也偏好多存钱少消费，资金流动变慢，经济活力还需提振。
简单说，现在市场上的钱总量充足，但大家“不敢花、不愿投”，更多靠政府和直接融资托底。

盘后摩尔线程（688795）发了现金管理的公告，竟然用75亿的超募闲置资金进行现金管理！这就是 A股的奇葩现象。利用国民对头部科技公司的纵容，被资本操纵者利用，总是在超募资金。摩尔线程超募这么多资金居然用不着，未来怎么保障收益和PE的正常？我坚信新股前5天打出来的的高点941.08元，大概率会成为高点！想突破这一高点需要很长时间。
再看看科创板上的人气高估的个股历史表现，寒王用了3年才首次回到新上市的高点。国盾量子（688027）基本上用了5年！
摩尔线程刚募集完资金就用了75亿做现金管理，只能说明他可投资的方向少，而且定价太高募集太多资金对后面公司的股价就是很大的影响，刚开始的市梦率给的太高了！

华映科技要起飞！
就在刚刚！华映科技传来大利好消息！
不出意外的话，下周一华映科技要跳空高走了，25万股东要乐开花了…
晚间8点33分，华映科技发布重磅公告称，公司赢得了终审胜诉，被告华映百慕大向公司支付业绩补偿款30.29亿，此消息一出，股民们一致认为这对于华映科技来说是重大利好消息，这30亿的业绩补偿款犹如一根救命稻草，要知道三季度公司净利润还亏损7个亿，这笔资金到位全年业绩预计要扭亏为盈了，同时这么多现金流入公司将直接、显著地增强公司的硬实力，这不仅能有效缓解公司运营资金压力，还能为公司技术升级、业务拓展提供资金支持，这是最大的利好！
股民们！坐稳扶好！受此重大利好消息影响，下周一华映科技有望跳空一字板了！满仓的股民们！下周准备好吃大肉吧！

New Year's Potential Stocks: 20 Candidates! Core Logic Fully Analyzed!
1. Dunhuang Seed Industry: Food Security + Rural Revitalization, Policy Dividends + Supply and Demand Pattern Improvement Dual Drivers
2. Shenglu Communication: Military Communication Leader, Satellite Internet + 5G Track, Technical Barriers + Full Orders
3. HiVi Technology: Consumer Electronics + VR Equipment, Metaverse Scene Implementation + New Product Launch Catalysts
4. Guangdong Hydropower: Green Power + Infrastructure, New Energy Capacity Expansion + Strong Policy Support Expectations
5. Hengxin Oriental: Film and Television Media + Cultural Tourism IP, New Year’s Film Season Popularity + Immersive Experience Scene Expansion
6. Far East Transmission: Automotive Parts Leader, New Energy Vehicle Production and Sales Growth + Export Recovery Support
7. Xiangyou Technology: Digital Economy + State-Owned Enterprise Reform, Logistics Information Technology Transformation + Continued Financial Attention
8. Vatti Corporation: Home Appliance Consumption + Smart Home, Product Upgrades + Empowerment from the New Year's Consumption Peak
9. Lattice Technology: Semiconductor Lighting + AIoT, Technical Breakthroughs + Industrial Control Track Expansion
10. Zhangjiajie: Tourism Services + Regional Policies, New Year's Travel Heat + Deep Benefits from Cultural Tourism Recovery
11. Guotong Shares: Infrastructure + Water Conservancy Projects, Policy Intensification + Significant Project Order Growth
12. Jiexun Feihong: Core of Military Informationization, 5G + Internet of Things Integration + Continuous Demand Release
13. Yanjinpuzi: Snack Foods + E-commerce Channels, Product Innovation + Performance Increase from Large Consumption Recovery
14. Tianyin Electromechanical: Commercial Aerospace + Military Support, Theme Resonance + Technical Advantages Highlighted
15. PetroChina Capital: State-Owned Enterprise Reform + Financial Services, Energy Support + Cross-Border Payment Synergy Empowerment
16. Antarctic E-commerce: Cross-Border E-commerce Leader, Supply Chain Optimization + Recovery Order Volume from Consumption
17. Qin Chuan Machine Tool: Benchmark for Industrial Mother Machines, Domestic Substitution + High-End Manufacturing Policy Dividends
18. Yunnan Tourism: Cultural Tourism Integration + Rural Revitalization, Regional Policies + Catalysts for New Year's Tourism Popularity
19. Zhaolong Interconnect: Optical Communication + Industrial Internet, Technology Iteration + Computing Power Infrastructure Demand Support
20. Gui Faxiang: Food Consumption + Time-Honored Brands, New Year's Consumption Peak + Empowerment from Cultural Tourism Interaction Effect

下周会继续火力全开了！
就在刚刚！央行又抛出“王炸”利好了
不出意外的话，下周一A股三大指数有望继续收中大阳线了，满仓的股民们，可以提前开香槟庆祝了！
下午5点03分，央行发布重磅公告称，为保持银行体系流动性充裕，10月15日（下周一）将开展6000亿元买断式逆回购，期限为6个月，没有记错的话，这已经是央行本月第二次开展逆回购操作了，上一次是12月5日逆回购操作了10000亿元，加上今日央行半个月就向市场总投放广告16000亿元，这也呼应了央行的适度宽松货币政策，这对于资本市场来说是真是一场及时雨！太关键了，可见央行维护金融市场稳定运行的决心！
股民们！坐稳扶好！受此利好消息影响，下周一A股有望要延续周五的攻势，继续收中大阳线了！3900点稳了！

12.12 Net Capital Inflow Top 30 Stocks!
1. Dongshan Precision, 1.107 billion, +7.75%, Consumer Electronics
2. BYD, 0.828 billion, +0.80%, New Energy Vehicles
3. Antai Technology, 0.811 billion, +9.98%, New Materials
4. Citic Construction Investment, 0.598 billion, +10.06%, Securities
5. Luxshare Precision, 0.580 billion, +3.66%, Consumer Electronics
6. TBEA, 0.570 billion, +6.58%, Power Transmission and Transformation Equipment
7. Zhongzhou Special Materials, 0.547 billion, +20.01%, Metal Materials
8. Shijia Photon, 0.544 billion, +11.45%, Optical Communication Devices
9. China Nuclear Engineering, 0.524 billion, +9.97%, Engineering Construction
10. Zhongtian Technology, 0.521 billion, +3.75%, Optical Communication
11. Shanghai Electric, 0.521 billion, +4.36%, Power Equipment
12. Guotai Junan, 0.517 billion, +0.79%, Securities
13. China National Heavy Machinery, 0.514 billion, +9.98%, Heavy Equipment
14. Sichuan Jiuzhou, 0.512 billion, +9.98%, Military Electronics
15. Zhaoyan New Drug, 0.503 billion, +9.99%, Medical Services
16. Dongfang Electric, 0.494 billion, +10.02%, Power Equipment
17. Walden Nuclear Materials, 0.462 billion, +4.24%, Polymer Materials
18. Changxin Bochuang, 0.455 billion, +11.58%, Chip Design
19. Haowei Group, 0.451 billion, +3.90%, Semiconductor
20. Lio Technology, 0.441 billion, +3.78%, Digital Marketing
21. Invec, 0.434 billion, +4.85%, Precision Temperature Control
22. Lingyi Technology, 0.434 billion, +2.21%, Consumer Electronics
23. Shenghong Technology, 0.419 billion, +1.48%, Electronic Components
24. Aerospace Electromechanical, 0.414 billion, +10.00%, Aerospace Equipment
25. Zhongneng Electric, 0.393 billion, +20.04%, Power Equipment
26. Fenghuo Communication, 0.388 billion, +4.25%, Communication Equipment
27. China First Heavy Industries, 0.380 billion, +9.89%, Heavy Equipment
28. Huatai Securities, 0.372 billion, +1.37%, Securities
29. Chaojie Technology, 0.350 billion, +20.00%, Auto Parts
30. Baobian Electric, 0.344 billion, +9.98%, Power Transmission and Transformation Equipment
From the above capital inflow ranking, the following characteristics can be seen:
- Controlled Nuclear Fusion: China Nuclear Engineering, China First Heavy Industries, Dongfang Electric, China National Heavy Machinery, etc., many stocks related to controlled nuclear fusion have received significant capital inflow, reflecting the capital market's attention to nuclear power-related themes.
- Technology Manufacturing: Dongshan Precision, Luxshare Precision and other consumer electronics sectors, as well as TBEA, Zhongneng Electric and other smart grid sectors, have multiple stocks on the list, showing a balanced allocation of funds between growth and stability.
- Brokerages: Citic Construction Investment, Guotai Junan, Huatai Securities, etc., many brokerage stocks have entered the list, related to the increase in market activity.

12.12 Net Capital Outflow for the Top 30 Stocks
1. Sungrow Power Supply Capital Outflow: -1.952 billion, Today's Increase: -0.60%
Photovoltaic Inverter, Energy Storage
2. Yonghui Superstores -1.222 billion, -9.91%
Supermarket Retail, New Retail
3. Zhongke Shuguang -1.184 billion, -2.31%
Computing Power, High-Performance Computing
4. Changying Precision -1.040 billion, -2.26%
Consumer Electronics, Structural Components
5. Haiguang Information -0.895 billion, -1.88%
AI Chips, New Computing Power
6. Tianfu Communication -0.845 billion, -1.99%
Optical Devices, CPO Concept
7. Zhongji Xuchuang -0.746 billion, -1.35%
Optical Modules, CPO Leader
8. WuXi AppTec -0.734 billion, +0.05%
CXO, Pharmaceutical R&D
9. Industrial Fulian -0.653 billion, -1.09%
AI Servers, Communication Equipment
10. Moore Threads -0.609 billion, -13.66%
GPU, Artificial Intelligence Chips
11. Duofluo -0.587 billion, -8.24%
Fluorine Chemicals, Lithium Battery Materials
12. Agricultural Bank -0.576 billion, -3.03%
Bank, State-Owned Large Bank
13. Tianci Materials -0.558 billion, -4.01%
Electrolyte, Lithium Battery Materials
14. Lantian Technology -0.537 billion, +0.05%
Interface Chips, Memory Interface
15. Lens Technology -0.514 billion, -2.48%
Consumer Electronics, Glass Cover
16. Ganfeng Lithium -0.500 billion, -3.13%
Lithium Resources, Energy Metals
17. ZTE Corporation -0.498 billion, -0.03%
Communication Equipment, 5G Leader
18. Huayou Cobalt -0.496 billion, -0.29%
Cobalt Lithium Materials, Energy Metals
19. Tianqi Lithium -0.469 billion, -3.01%
Lithium Ore, Energy Metals
20. China Satellite -0.469 billion, -1.06%
Aerospace, Satellite Applications
21. Yongding Co., Ltd. -0.443 billion, +2.99%
Optical Communication, Superconducting Concept
22. Huagong Technology -0.438 billion, -1.23%
Laser Equipment, Optical Communication
23. Galaxy Electronics -0.421 billion, -2.18%
Military Electronics, Communication Equipment
24. Aerospace Power -0.386 billion, +10.01%
Aerospace Equipment, Liquid Rocket Engine
25. Tiantong Co., Ltd. -0.378 billion, -6.63%
Magnetic Materials, Photovoltaic Equipment
26. Goldwind Technology -0.374 billion, -0.47%
Wind Power Equipment, New Energy
27. Strait Innovation -0.372 billion, -5.73%
Smart City, Internet of Things
28. Reco Defense -0.344 billion, -2.89%
Military Industry, Radar Systems
29. Xingsen Technology -0.336 billion, -2.47%
PCB, Semiconductor Testing Boards
30. Heertai -0.313 billion, -3.50%
Smart Controllers, Internet of Things
From today's capital outflow stocks, the following characteristics can be observed:
New Energy and Technology Tracks
Sungrow Power Supply, Zhongke Shuguang, Haiguang Information, Moore Threads, etc., are leaders in new energy and computing power, with significant capital outflows. The news about the two computing power leaders terminating their merger continues to impact the market. Moore Threads surged yesterday, and after the company announced, today the stock price adjusted to around 800, with a market value returning below 400 billion.
Consumer Retail Stocks
Yonghui Superstores experienced significant capital outflow, with stock prices lying on the floor; commercial department stores and local concepts from Fujian saw some adjustments today.
Lithium Battery Industry Chain
Ganfeng Lithium, Tianqi Lithium, Tianci Materials, Duofluo, etc., in the lithium battery industry chain, generally saw capital outflows, and stock prices began to adjust.
Agricultural Bank, after its market value surpassed 30 trillion, began a continuous price adjustment, with today's transaction amount and capital outflow reaching recent highs.
ZTE Corporation issued a large repurchase announcement at noon for equity incentives; after a market surge, it began to fall back.
The CPO concept continued to rise today, but significant capital outflows were seen in leaders Zhongji Xuchuang and Tianfu Communication, leading to a drop in stock prices.

Today, the A-share market's decline leaderboard shows Moore Thread dropping significantly by 13CM, ranking first in decline, whereas yesterday, Moore Thread ranked first in the increase for the entire A-share market, which is completely contrary to the market's public sentiment. The stocks are being speculated to new highs while others are experiencing sharp declines; new stocks are also facing sell-offs, and individual stocks are undergoing corrections.
Moore Thread is not only negatively correlated with the sentiment of the entire A-share market but also with the semiconductor sector's sentiment. When Moore Thread rises significantly, the semiconductor sector drops, and vice versa; this is caused by the effect of capital withdrawal.
Today, the market is undergoing a recovery rebound, but the number of stocks on the decline leaderboard with price limit drops is slightly less than yesterday. The stocks on the decline leaderboard are all high-profile stocks. Yongyue Technology had two price limit rises followed by two price limit drops, Xinlong Health almost reached a ceiling price yesterday and is facing another price limit drop today; yesterday, Nandu Property opened high and quickly hit the price limit, but today it dropped; Shuhua Sports had four consecutive price limits and after breaking the limit, it faced two consecutive price limit drops; Yueling Co., Ltd. had three price limit rises followed by a price limit drop today, Xinhui Co. had two price limit rises followed by two price limit drops, Yonghui Supermarket faced a price limit drop, and Maoye Commercial also faced a price limit drop, both of which saw a strong recovery in the last moments of trading yesterday.
Overall, the decline leaderboard mainly consists of recently popular stocks that have seen a rebound. Among these, consumption and real estate have made short-lived gains, while market funds continue to focus on commercial aerospace and optical modules.
This decline leaderboard is not in harmony with today's recovery rebound.

我已单调中钨高新，同学们你们说我会吃肉吗？还是会割肉？

在线的朋友出来冒泡了，一会开新的千里马，点赞评论178突破200立刻分享出来[威武][威武][威武]

卖飞大牛，心疼的一天顺灏股份又又又涨停了？还有车上的同学吗？

突发大动作！
中兴通讯火速抛出10亿回购计划，释放什么信号？
刚刚，中兴通讯发布公告，计划使用自有资金 10亿元到12亿元，回购公司A股股份，用于员工持股或股权激励。回购价格上限为63.09元/股，计划回购股份，约占总股本的0.40%。
就在公告前一天，中兴通讯股价，受市场消息影响出现巨大波动。公司对此作出回应，表示已知悉相关媒体报道，正就涉及合规性调查事项，与相关单位进行沟通，将通过法律手段坚决维护权益，并强调公司目前生产经营一切正常。
将这一静一动，结合起来看，能读出更深层的信号：
1. 回购的静：彰显信心，稳定预期
在股价波动后，迅速推出大额回购计划，向市场传递出，公司对自身长期价值的信心。回购，有助于稳定投资者情绪和市场价格预期。
2. 沟通的动：积极应对
对于外部合规调查的传闻，公司回应迅速，并且立场明确：积极沟通、依法维权、业务正常。这体现了，其处理复杂问题的经验，减少不确定性对经营的干扰。
中兴通讯用回购和积极沟通，来应对外部消息冲击，努力稳定市场信心。这既是公司维护价值的举动，也反映了在全球化经营中，我国科技企业，所面临复杂环境的缩影。

Congratulations on hitting the Buddha, good luck is on the way! Give a thumbs up to wish you a limit-up [Pray][Pray][Pray]

电力物联网产业链龙头公司：
一、输配电装备龙头
1. 中国西电：我国高压、超高压及特高压输配电，成套设备核心基地。
2. 特变电工：电力成套项目总承包企业，我国变压器产品，研发制造基地之一。
3. 保变电气：大型高端变压器生产企业，在高电压、大容量变压器领域，技术优势突出。
4. 平高电气：国内三大高压开关设备，研发制造基地之一，涵盖全系列交直流开关产品。
电力物联网板块异动，这些龙头公司引关注！
5. 新特电气：变频变压器领域专家，产品用于节能和智能电网。
二、智能化和自动化龙头
1. 国电南自：产业涵盖电网自动化、电厂及工业自动化、信息与安全技术等多个领域。
2. 杭州柯林：专注于电气设备健康状态，智能感知和诊断预警系统。
3. 四方股份：智能变电站重要设备，主流供应商，应用于电力系统自动化。
4. 积成电子：产品线覆盖电力系统发、输、变、配、用、调度等，全环节的自动化系统。
5. 海兴电力：主营智能电网，配用电系统产品，包括智能电表、用电管理系统等。
三、电力线缆和连接关键部件龙头
1. 中能电气：主营电缆附件、环网柜、箱式变电站等。
2. 通光线缆：专注于特种线缆，产品用于光纤通信和电力传输。
3. 久盛电气：主营特种电缆，在矿物绝缘电缆等领域有优势。
4. 华菱线缆：特种专用电缆生产企业，可用于商业航天和可控核聚变等领域。
5. 太阳电缆：综合性电线电缆制造商。
6. 摩恩电气：主营特种电缆。
7. 宝胜股份：大型电线电缆专业生产企业，行业发展较快的企业之一。
8. 安靠智电：高压和超高压电缆连接件的国产化，提供地下智能输电系统。
9. 金杯电工：主营电磁线、电力电缆、特种电线电缆等产品。
四、配电设备和系统集成龙头
1. 风范股份：输电线路铁塔和钢结构。
2. 长城电工：主营业务为电工电器，涉及中高压开关设备等。
3. 泰永长征：专注于低压电器和智能云配电解决方案。
4. 顺纳股份：主营输配电设备。
5. 中超控股：电线电缆制造商。
6. 双杰电气：专注于配电和控制设备，主要产品包括环网柜、箱式变电站。
7. 许继电气：国内领先的输变电装备制造和系统集成企业，提供输、变、配、用电全环节产品。
8. 科陆电子：为智能配用电和新能源行业提供装备和运营方案。
9. 三变科技：主营变压器、箱式变电站等输变电设备。
10. 宝光股份：国内真空灭弧室行业龙头企业，市场占有率长期保持领先。
11. 兆新股份：业务涉及配电设备智能化等。
随着全球AI算力需求激增，电力供需格局面临改革，电网升级和智能化成为重点方向。
以上信息根据公开资料整理，仅供学习参考，不构成任何投资建议。

家人们有机会拉红吗？如来佛祖出力[祈祷][祈祷][祈祷]

七腾机器人概念股
一.控股
1.盛通能源
二.参股
1.隧道股份
2.徐工机械
3.朗新集团
4.浩物股份
5.良信股份
6.大亚圣象
7.实朴检测
8.浙江仙通
三.经销
1.实朴检测
四.合作
1.征和工业
2.浙江仙通
3.申昊科技

Controlled Nuclear Fusion: BEST Project Tender Enters Disclosure Period
Driving Force: On December 11, 2025, a message at the end of the trading day indicated that Hangyang Co., Ltd. successfully won the bid for the Fusion New Energy low-temperature distribution valve box project, applied in the BEST low-temperature system, accurately distributing cold energy across various temperature zones for each low-temperature user.
Fusion New Energy: The implementing entity and core operational platform for the compact fusion energy experimental device (BEST), which is planned to be completed in 2027, aiming to demonstrate fusion energy generation by 2030. The project is currently in the peak period of equipment procurement and installation.
Tender Situation: On November 17, a message during trading indicated that Fusion New Energy (Anhui) announced a procurement project with a total amount exceeding 2 billion, involving the BEST ion cyclotron wave source system, key components of the low-temperature system, and others. Recently, some key tender projects have entered the disclosure period, including the “Procurement of Key Components for the Low-Temperature System” with a total budget of 728 million; “Magnet Power Supply Energy Storage System” with a budget of 81 million; “PF, CC, CS Direct Current Transmission System” with a budget of 27.696 million; “ITER-level Nb3Sn Superconducting Wire” and “COOL TBM Supercritical Carbon Dioxide Cooling Agent System,” etc.
Long-term Outlook: According to unverified online minutes, the current transaction is for a hundred billion-level experimental reactor tender, while in the future (around 2027), it will enter a trillion-level engineering reactor tender.
Related Companies:
BEST: Hezhuan Intelligent, Wangzi New Materials, Xinfengguang, etc.
In-Reactor Structural Components: Guoguang Electric, Haheng Huaton, Xiamen Tungsten Industry, Zhongtung High-tech, Dongfang Tantalum, Vanadium Titanium Co., Ltd., Baotai Co., Ltd., etc.
Superconducting Magnets: Western Superconducting, Lianchuang Optoelectronics, Baili Electric, Jingda Co., Ltd., etc.
Cooling Systems: Lanshi Heavy Industry, Gaolan Co., Ltd., Zhefu Holdings, Xue Ren Co., Ltd., Zhongtai Co., Ltd., etc.
Beijing Stock Exchange: Changfu Co., Ltd., Tianli Composite, Chenguang Medical.

市场早间探底回升 ，深成指、创业板指相继翻红，可控核聚变、商业航天、贵金属、电网设备等方向领涨，沪深京三市上涨个股近3700只，开盘一个半小时成交1.07万亿，较上日此时放量近300亿
3D打印概念盘中震荡走强，长江材料涨停，国瓷材料涨超10%，南风股份、天工股份、银邦股份、金橙子、有研粉材跟涨。消息面上，12月12日，长江材料在互动平台表示，公司生产的3D打印砂应用于3D打印砂型铸造，采购公司3D打印砂的客户中有航天领域的供应商。
商业航天概念持续拉升，龙洲股份反包涨停走出8天7板，此前再升科技、长城电工、航天长峰、四创电子、顺灏股份涨停，天力复合、超捷股份、国瓷材料、创远信科涨超10%。
可控核聚变概念走强，雪人集团2连板，国机重装、中国一重此前涨停，中洲特材、常辅股份、哈焊华通、融发核电、合锻智能跟涨。消息面上，国际能源署预测，到2030年，全球核聚变市场规模有望接近5000亿美元(3.5万亿元人民币)。
今日早盘主力资金净流入电网设备、食品饮料行业、工业金属等板块，净流出电子、半导体、电新行业等板块，其中电子板块净流出超72亿元。个股方面，国机重装涨停，主力资金净买入超4.92亿元位居首位，安泰科技、比亚迪、东山精密获主力资金净流入居前；中际旭创遭净卖出超8亿元，阳光电源、天孚通信、中科曙光资金净流出额居前。

12.12涨停龙头股！藏着跨年妖股？
1. 胜通能源，16.23元，今日首板，物流行业+股权转让
2. 联特科技，160.28元，今日首板，光通信模块+CPO
3. 四川九洲，17.85元，今日首板，军工+新材料
4. 中能电气，10.78元，今日首板，商业航天+高温超导电缆
5. 华菱线缆，16.34元，2天2板，商业航天
6. 国机重装，5.18元，8天4板，可控核聚变
7. 超捷股份，96.78元，今日首板，商业航天
8. 中国一重，3.89元，6天3板，核能核电
9. 雪人集团，18.16元，2天2板，商业航天，冰雪经济
10. 航天长峰，20.34元，4天2板，商业航天
11. 中超控股，5.31元，2天2板，商业航天
12. 四创电子，31.13元，今日首板，商业航天
13. 东方通信，16.09元，今日首板，商业航天
14. 实丰文化，21.79，今日首板，通用设备+商业航天
15. 长江材料，28.38元，今日首板，装修建材
16. 中天精装，25.77元，今日首板，装修装饰
17. 梅雁吉祥，3.94元，今日首板，商业航天，水电
18. 九牧王，15.03元，11天7板，服装，福建本地股
19. 福晶科技，15.95元，今日首板，协议转让股份
20. 泰尔股份，7.95元，今日首板，商业航天
21. 中锐股份，3.67元，今日首板，商业航天
22. 中源家居，23.84元，7天5板，福建板块
23. 长城电工，9.78元，今日首板，电气设备
24. 博盈特焊，57.62元，今日首板，特种焊接
25. 金圆股份，6.59，今日首板，环保，锂矿概念
26. 新金路，9.77元，今日首板，化工
27. 柏诚股份，15.00元，今日首板，洁净室工程
28. 法尔胜，数据缺失，2天2板，金属制品
29. 兆新股份，3.91元，今日首板，化工+光伏
30. 征和工业，68.48元，今日首板，车辆链条系统
31. 新能泰山，3.74元，今日首板，电缆+供应链
32. 天津普林，9.95元，今日首板，PCB
33. 西陇科学，9.35元，5天5板，化工+光刻胶
34. 风范股份，5.60元，2天2板，输电线路铁塔
35. 再升科技，8.43元，今日首板，商业航天+过滤材料
36. 中利集团，4.00元，2天2板，光伏概念
37. 圣晖集成，65.93元，今日首板，洁净室工程
38. 建设机械，数据缺失，今日首板，工程机械
39. 中国高科，15.91元，今日首板，教育
40. 凤竹纺织，8.32元，今日首板，纺织
41. 天力复合，60.84元，今日首板，金属复合材料
42. 建霖家居，14.66元，今日首板，家居产品
43. 广西广电，4.11元，2天2板，文化传媒
今日市场热点聚焦，可控核聚变和商业航天，两条主线突出！
1. 商业航天板块：产业链上中下游，超过10只个股集体涨停，板块指数大涨，资金进入强度比较高，成为市场主线之一。
2. 连板高标强者恒强：连续涨停板，梯队保持较好。西陇科学5连板，中源家居7天5板，国机重装8天4板，这些高标股，持续拓展向上高度，为短线情绪，提供了有力支撑。
3. 核能核电和可控核聚变：国机重装、中国一重等，核能相关概念股表现强势，与商业航天形成科技制造双主线格局。
4. 福建板块：作为地域主题热点，虽然板块整体出现调整，仍然有中能电气、九牧王和凤竹纺织等多只个股涨停。
市场风格从昨天的多点开花，转为今天的单点突破，全面深化。资金聚焦于商业航天，这一重要战略级赛道，带动了整个高端制造，和核能产业链的联动。

A-share Popular Hot Stock List! Hiding Cross-Year Phenomenon Stocks
1. Aerospace Power, 39.28, +7.70%, Aerospace System, Commercial Aerospace
2. Snowman Group, 18.16, +9.99%, Controlled Nuclear Fusion, Ice and Snow Economy
3. Hualing Cable, 16.34, +10.03%, Controlled Nuclear Fusion, Commercial Aerospace
4. Yonghui Supermarket, 5.16, -7.03%, Commercial Department Store, Tencent Concept
5. Moer Thread-U, 876.30, -6.88%, Computing Integrated Machine, Chip Industry Chain
6. ZTE Corporation, 37.12, -1.85%, Integrated Sensing, 5G Base Station
7. Galaxy Electronics, 7.20, +4.65%, Commercial Aerospace, Military Information Technology
8. Yongding Co., 20.61, -2.04%, Controlled Nuclear Fusion, Commercial Aerospace
9. Annie Co., 13.58, -0.15%, Data Elements, Blockchain, Restructuring Concept
10. Yueling Co., 19.08, -10.00%, Hydrogen Energy, 5G Industry Chain
11. Zai Sheng Technology, 8.43, +10.05%, Commercial Aerospace, Large Aircraft
12. Zhongchao Holdings, 5.31, +9.94%, High-End Alloys, Commercial Aerospace
13. Goldwind Technology, 16.65, -1.94%, Commercial Aerospace, Wind Power
14. Sichuan Jinding, 15.08, +2.38%, Commercial Aerospace, Hydrogen Energy
15. Dongbai Group, 13.74, -7.91%, Express Logistics, Cold Chain
16. Chongyao Holdings, 6.21, -3.72%, Chengyu Sector, Pharmaceuticals
17. Pingtan Development, 13.48, +4.90%, Horse Racing, Local Fujian Stocks
18. Shunhao Co., 15.95, +10.00%, Commercial Aerospace, Satellite Internet
19. Aerospace Development, 21.41, +5.73%, Aerospace System, Absorbing Materials
20. Shanghai Hanxun, 35.20, +4.02%, Commercial Aerospace, Military Information Technology
21. Jereh Co., 73.91, +1.99%, Generator Concept, Oil and Gas Service
22. Guofeng New Materials, 9.63, -1.43%, Commercial Aerospace, New Materials
23. Suzhou High-tech, 5.94, +1.89%, Low-altitude Economy, Energy Conservation and Environmental Protection
24. Lianang Micro, 35.00, -4.11%, New Materials, Third Generation Semiconductors
25. Xinwei Communication, 36.03, +2.10%, MLCC, Security
26. Chaojie Co., 96.78, +20.00%, Commercial Aerospace, Large Aircraft
27. Tongguang Cable, 12.96, +7.91%, Commercial Aerospace, Smart Grid
28. Shengtong Energy, 16.23, +10.03%, Oil and Gas Service, Natural Gas
29. China Aluminum, 10.70, +2.20%, Non-ferrous Metal Concept
30. Qian Zhao Optoelectronics, 27.83, +9.14%, Commercial Aerospace, Satellite Internet
From the above hot stock list, we can see:
1. Commercial Aerospace and Controlled Nuclear Fusion: The hotspots are highly concentrated in Commercial Aerospace and Controlled Nuclear Fusion, two cutting-edge technology fields. Aerospace Power, Hualing Cable, Zai Sheng Technology, etc., nearly half of the listed stocks are related to these two concepts.
Hualing Cable indicates that the company's products cover the four major launch bases in the country, ensuring over 300 rocket launch missions, with a market share of about 70%-80%, becoming the new leader in the sector.
2. Regional Themes and Industrial Policies: The Fujian sector is a recent hotspot, although there has been some adjustment in the past two days, stocks with combined concepts, such as Snowman Group, Pingtan Development, and Qian Zhao Optoelectronics, still maintain high heat.
3. Market Emotion Divergence: Technology themes are active, while some consumer and previous hot stocks, such as Yonghui Supermarket, Dongbai Group, Yueling Co., and Moer Thread, have seen adjustments, showing characteristics of sector rotation in market funds.