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商业航天牛股,停牌核查
财联社· 2026-01-12 14:18
同日, *ST铖昌还发布股票严重异常波动公告称, 商业航天行业处于产业初期阶段,公司基本面未发生重大变化。 公开资料显示,*ST铖昌的 主营业务是微波毫米波相控阵T/R芯片的研发、生产、销售和技术服务。公司的主要产品是GaAs/GaN功率放大器 芯片、GaAs低噪声放大器芯片、GaAs收发前端芯片、收发多功能放大器芯片、幅相多功能芯片、模拟波束赋形芯片、数控移相器芯片、数 控衰减器芯片、功分器芯片、限幅器芯片。 值得一提的是, *ST铖昌股价自去年12月1日以来出现大幅拉升,至今累计涨幅达177%,近11个交易日收获10个涨停板。截至今日,该股报 收122.84元/股,总市值为253.2亿元。 *ST铖昌公告称,公司股票交易连续10个交易日内4次出现同向股票交易异常波动情形,属于股票交易严重异常波动的情况。为维护投资者 利益, 公司申请股票自2026年1月13日开市起停牌,待核查结束并披露相关公告后复牌,预计停牌时间不超过3个交易日。 F F F 41.86 2025-11-18 2025-12-04 2025-12-22 下载财联社APP获取更多资讯 准确 快速 权威 专业 实时盯盘 头条新闻 7x24h电 ...
商业航天概念股,密集回应相关业务情况
财联社· 2026-01-12 13:41
Core Viewpoint - The commercial aerospace sector is experiencing significant investor interest, driven by favorable news and a surge in stock prices, with many companies in the industry seeing substantial gains [1]. Group 1: Industry Developments - China has applied for frequency resources for over 200,000 satellites, indicating that satellite frequency resource applications have reached a national strategic level [1]. - Nearly 50 stocks related to commercial aerospace have hit the daily limit up, including Jin Feng Technology and Tongyu Communication [1]. Group 2: Company Responses - Several companies, including Aerospace Power and North Navigation, clarified that their main businesses do not involve commercial aerospace [2][14]. - Shaanxi Huada stated its deep involvement in major aerospace projects and plans to expand its product offerings in commercial aerospace [2]. - Zhonghang Optoelectronics confirmed its role as a core supplier for Blue Arrow Aerospace, focusing on key products for the commercial rocket sector [3]. Group 3: Financial Performance and Risks - Companies like Zhimin Da and Bolite have reported that their commercial aerospace-related revenues are minimal, with contributions to total revenue being 3.97% and 3% respectively [5][9]. - *ST Chengchang noted that the commercial aerospace industry is still in its early stages, with significant uncertainties regarding satellite launches and network progress [8]. - Companies such as Aerospace Engineering and Star Ring Technology have indicated that they do not engage in commercial aerospace activities, highlighting the potential for market overreaction [18][19]. Group 4: Market Sentiment and Stock Performance - The stock prices of many companies have seen significant fluctuations, with some experiencing over 30% increases in just a few days, raising concerns about market sentiment and potential irrational trading [10][11]. - Companies like North Navigation and Aerospace Longfeng have warned of high trading risks due to their stock price surges, which are not supported by substantial business developments [17][20].
现货白银日内涨超6%
财联社· 2026-01-12 13:17
Group 1 - The current spot silver price has increased by over 6%, now reported at $85.04 per ounce [2] - New York silver futures reached a high of $85 per ounce, with a daily increase of over 7% [2]
【风口研报】与全球零售巨头签订协议,分析师强call公司AI+零售数字化迎来场景新突破,在下游需求驱动下,后续有望获得持续性较强的增长
财联社· 2026-01-12 12:42
Core Viewpoint - The article highlights significant developments in the retail and technology sectors, emphasizing the potential for sustained growth driven by AI and digital transformation in retail, as well as advancements in packaging technology for semiconductor products [1]. Group 1: Retail Sector Developments - The company has signed agreements with global retail giants, indicating a strong call from analysts that the integration of AI and digitalization in retail is reaching new breakthroughs [1]. - There is an expectation of robust growth in the retail sector, driven by downstream demand, suggesting a favorable market environment for companies involved in this transformation [1]. Group 2: Technology and Semiconductor Advancements - The company has achieved breakthroughs in advanced packaging products, transitioning from 2D to 3D dimensional coverage, which is crucial for meeting the needs of leading computing chip clients [1].
中国有望成为首个将火星样本带回地球的国家
财联社· 2026-01-12 12:42
Core Viewpoint - NASA's Mars Sample Return mission has been canceled due to significant budget cuts, while China's Mars sample return plan is set to be implemented by 2031, potentially making China the first country to bring back Martian samples [1][2]. Group 1: NASA's Mars Sample Return Mission - The Mars Sample Return (MSR) mission was expected to answer critical questions about Mars' ancient habitability but has been hindered by budget cuts from the U.S. Congress [1]. - The estimated cost of the MSR mission rose to $11 billion but was later adjusted to approximately $7 billion, although uncertainties remain due to the unprecedented nature of the mission [1]. - NASA's Curiosity and Perseverance rovers have provided compelling evidence of Mars' past conditions that may have supported life, but further exploration requires bringing Martian rock samples back to Earth for advanced analysis [1]. Group 2: Funding and Political Factors - NASA is under immense pressure from budget cuts, which are linked to increased military spending demands from the Trump administration, raising military budgets to $1.5 trillion, a 50% increase [2]. - Political tensions between the U.S. and European nations have jeopardized NASA's collaboration with the European Space Agency (ESA) on the MSR mission, with the likelihood of future cooperation appearing slim [2]. - The cancellation of the MSR mission is a significant setback for American researchers who have invested considerable effort into the project [2]. Group 3: China's Mars Sample Return Plan - China has established a Mars sample return plan that is less complex than the U.S.-European collaboration, focusing on rapid collection and return of samples [2]. - The potential success of China's Mars sample return mission could position it as the first nation to successfully bring back samples from Mars [2].
今年最牛股票,明起停牌核查
财联社· 2026-01-12 11:52
志特新材(300986.SZ)今日公告称,公司股票自2026年1月5日至1月12日连续6个交易日涨停,涨幅为198.57%,股价波动较大。为维护投资者利益, 公司将就股票交易波动情况进行核查。 经申请,公司股票自1月13日开市起停牌,预计停牌时间不超过3个交易日。 准确 快速 权威 专业 公司提醒投资者注意二级市场交易风险。此外,公司前期披露的信息无需要更正或补充之处,主营业务未发生变化,且近期经营情况及内外部经营 环境未发生重大变化。 7x24h电报 头条新闻 VIP资讯 实时盯盘 值得注意的是, 志特新材是年内首只翻倍股,也是今年以来涨幅最大的股票,该股今年涨近2倍。 | 序号 | 证券代码 | 证券简称 | 年涨跌幅 | | | --- | --- | --- | --- | --- | | | | | [交易日期] 最新收盘日 [单位] %↓ | | | 1 | 300986.SZ | 志学新材 | | 198.5689 | | 2 | 301079.SZ | 部 海岸 | | 121.8918 | | ח | 920207.BJ | 公式を | | 85.7143 | | प | 688031.SH ...
又一黄金ETF暂停申购
财联社· 2026-01-12 11:20
今日, 易方达基金宣布,旗下易方达黄金ETF自1月16日暂停申购,1月19日恢复。 原因是该基金调整黄金现货实盘合约申购、赎回对价,为了保护 投资者利益、保障基金平稳运作。 此前,规模最大的华安黄金ETF也在去年宣布调整现货合约申赎对价,博时黄金ETF、国泰黄金ETF等也出现类似的调整。 具体来看,下周一起,该基金的现金和实物申购、赎回的最小申购、赎回单位由30万份调整为10万份;投资者办理实物申购、赎回业务时的对价黄 金现货实盘合约品种仅为上金所的Au99.99现货实盘合约,不再包括Au99.95。 截至目前,跟踪SGE黄金9999的7只ETF合计规模为2236.8亿元,易方达黄金ETF规模排第二,为379.12亿元。 ...
一图看懂,AI应用有哪些催化?
财联社· 2026-01-12 10:33
Group 1 - The AI application sector is gaining momentum, with significant market interest shifting towards application directions as the hardware industry has already seen substantial growth [3] - Recent favorable developments include the launch of major AI companies on stock exchanges, such as MiniMax and Zhiyu AI, which have achieved record IPO sizes and significant first-day gains [5][6] - The Chinese government has issued a directive to cultivate 500 AI application scenarios by 2027, directly benefiting AI application enterprises [7] Group 2 - Elon Musk announced the open-sourcing of X platform's latest content recommendation algorithm, which could enhance AI application capabilities [4] - OpenAI has introduced ChatGPT Health, allowing integration with Apple Health data, indicating a trend towards health-related AI applications [8] - The upcoming Spring Festival Gala will feature ByteDance's Volcano Engine as the exclusive AI cloud partner, highlighting the increasing integration of AI in mainstream media [11]
多款茅台酒降价
财联社· 2026-01-12 09:38
Group 1 - The core point of the article is that the prices for various Moutai products, including 43-degree Feitian Moutai, Moutai 1935, and others, are set to decrease, affecting both the payment price and retail price [1][3][5] - The payment price for 43-degree Feitian Moutai will be reduced to 739 yuan per bottle, with a planned price of 798 yuan for 2025 and a non-planned price of 989 yuan [1] - Moutai 1935's payment price is expected to drop from 798 yuan to 668 yuan per bottle, with a current retail price of 738 yuan [3] - The payment price for boutique Moutai will decrease from 2969 yuan to 1859 yuan, while Moutai 15-year will drop from 5399 yuan to 3409 yuan [5] Group 2 - Despite the price reductions, 43-degree Feitian Moutai is expected to maintain a gross profit margin of approximately 10% based on the latest retail price [1] - Moutai 1935 is also projected to retain a gross profit margin close to 10% after the price adjustment [3] - Boutique Moutai and Moutai 15-year are anticipated to have a gross profit margin of nearly 20% following the price changes [5] - The overall sales scale of 43-degree Feitian Moutai and other premium products represents a small proportion of Kweichow Moutai's total revenue [2][6]
特朗普威胁要攻击伊朗,中方回应
财联社· 2026-01-12 08:40
Group 1 - The article discusses the comments made by the Chinese Foreign Ministry spokesperson Mao Ning regarding the situation in Iran and the potential military threats from the U.S. [2] - China expresses hope for the Iranian government and people to overcome current difficulties and maintain national stability [2] - The Chinese government reiterates its opposition to interference in other countries' internal affairs and emphasizes the importance of sovereignty and security under international law [2]