Group 1 - Lee & Man Paper Manufacturing (02314) rose nearly 6% after Nine Dragons Paper announced a profit forecast of approximately 2.15 billion to 2.25 billion yuan for the six months ending December 31, 2025, representing a year-on-year increase of 216.0% to 230.7% [1] - New Oriental Education (09901) increased nearly 4% following the release of its financial results for the second quarter of fiscal year 2026, showing a 14.7% year-on-year increase in net revenue and a 244.4% rise in operating profit [1] - Jolywood (06680) surged nearly 7% as rare earth prices continued to rise, with neodymium and praseodymium oxide prices increasing by over 120,000 yuan per ton [1] Group 2 - Chinese property management stocks saw a significant rise, with Sunac Services (01516) up 5.67% and Greentown Services (02869) up 5.81%, as a report predicted an average revenue growth of 6% for property management companies by 2025 [2] - Valiant Pharmaceuticals (09887) gained nearly 4% after receiving FDA fast track designation for its dual-specific antibody LBL-034 for treating relapsed/refractory multiple myeloma [2] - The commercial aerospace sector showed signs of recovery, with Junda Co. (02865) rising 12.1% as the China Aerospace Science and Technology Corporation emphasized the importance of the next decade for developing a strong aerospace industry [2] Group 3 - Aigo Group (00328) experienced a dramatic drop, falling over 88% at one point, with a total market value dropping below 35 million HKD [3] - China Overseas Development (00688) rose over 4.2% as Citigroup's report indicated that the Chinese real estate sector would face significant impairment and margin decline challenges in fiscal year 2025 [3] - Yuegangwan Holdings (01396) increased by 8% after announcing a share placement to raise 108 million yuan, with about 70% allocated for AI computing power cloud service projects [3] Group 4 - Junda Co. (02865) saw a rise of 11.99% as the China Aerospace Science and Technology Corporation held a meeting emphasizing the need to overcome challenges in commercial rocket launches and reusable technology [4] Group 5 - In the US market, New Oriental (EDU.US) rose 5.32% after reporting a net revenue of 1.191 billion USD for the second quarter of fiscal year 2026, a 14.7% year-on-year increase [5][6] - Semiconductor equipment and materials sector saw gains, with Texas Instruments (TXN.US) up 9.94% as it projected first-quarter revenue between 4.32 billion and 4.68 billion USD, slightly above analyst expectations [5] - Storage sector stocks surged, with Seagate Technology (STX.US) up 19.14% as it projected third-quarter revenue of 2.9 billion USD, significantly higher than analyst estimates [5]

每经AI快讯，港股商业航天概念回暖，截至发稿，钧达股份(02865.HK)涨11.53%，报38.64港元；亚太 卫星(01045.HK)涨6.33%，报4.37港元；中国技术集团(01725.HK)涨1.15%，报0.88港元；金风科技 (02208.HK)涨0.58%，报15.67港元。 ...

注：恒生指数的表现 今日市场 今日市场呈现鲜明的结构性行情，石油、煤炭、有色金属等传统周期个股表现强势，资金明显向价值型资产倾斜；而此前备受市场关注的商业航天、脑机接 口等科技热点概念则出现回调，市场风格短期切换明显。 石油股全面走强 截至收盘，中国海洋石油(00883.HK)涨4.01%、中国石油股份(00857.HK)涨3.68%、中海油田服务(02883.HK)涨3.23%。 智通财经1月26日讯（编辑 胡家荣）今日港股三大指数表现不一。截至收盘，恒生指数涨0.06%，报26765.52点；科技指数跌1.24%，报5725.99点；国企指数 跌0.15%，报9147.21点。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 = | | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 23.340 | +0.900 | +4.01% | | 00857 | 中国石油股份 | 8.730 | +0.310 | +3.68% | | 02883 | 中海油田服务 | 8.620 | +0.270 | +3.23% | | 00386 | 中国石油化工股 ...

光大证券此前表示，尽管ITU遵循"先到先得"，但是受国际协调、频谱冲突、轨道容量限制，实际获批 量或小于申报量；此次申报更多是频轨资源战略储备，近期日本政府亦提出打造"日本版星链"系统，意 味着大国太空资源博弈加剧。产业层面来看，此次申报再度抬升国内商业航天潜在需求天花板，在以无 线电创新院为代表的"国家队"引领下，行业发展或再度提速。 消息面上，证券日报今日刊文称，自2026年以来，A股市场热门概念轮动加速，商业航天、AI应用、人 形机器人等赛道轮番升温，推动部分个股走出短期暴涨行情。在此背景下，监管部门已采取上调融资保 证金比例、对涨幅过大个股启动停牌核查等调控措施为市场降温。需要明确的是，监管部门的一系列举 措并非打压热门赛道，而是清晰划定"真价值"与"伪炒作"的边界。经济日报此前也发文称，勿让概念炒 作带歪商业航天。 智通财经APP获悉，商业航天概念股跌幅居前，截至发稿，亚太卫星(01045)跌8.18%，报4.38港元；钧 达股份(02865)跌6.67%，报36.4港元；蓝思科技(06613)跌5.54%，报30.02港元；金风科技(02208)跌 5.31%，报16.05港元。 ...

商业航天概念股跌幅居前，截至发稿，亚太卫星(01045)跌8.18%，报4.38港元；钧达股份（002865） (02865)跌6.67%，报36.4港元；蓝思科技（300433）(06613)跌5.54%，报30.02港元；金风科技 （002202）(02208)跌5.31%，报16.05港元。 光大证券此前表示，尽管ITU遵循"先到先得"，但是受国际协调、频谱冲突、轨道容量限制，实际获批 量或小于申报量；此次申报更多是频轨资源战略储备，近期日本政府亦提出打造"日本版星链"系统，意 味着大国太空资源博弈加剧。产业层面来看，此次申报再度抬升国内商业航天潜在需求天花板，在以无 线电创新院为代表的"国家队"引领下，行业发展或再度提速。 消息面上，证券日报今日刊文称，自2026年以来，A股市场热门概念轮动加速，商业航天、AI应用、人 形机器人等赛道轮番升温，推动部分个股走出短期暴涨行情。在此背景下，监管部门已采取上调融资保 证金比例、对涨幅过大个股启动停牌核查等调控措施为市场降温。需要明确的是，监管部门的一系列举 措并非打压热门赛道，而是清晰划定"真价值"与"伪炒作"的边界。经济日报此前也发文称，勿让概念炒 作带歪 ...

港股商业航天板块盘初走低，亚太卫星跌超6%，金风科技跌超3%，航天控股、中航科工跟跌。 ...

Core Viewpoint - The Hong Kong stock market indices collectively rose, with significant gains in commercial aerospace and intelligent driving sectors, indicating a positive market sentiment and potential investment opportunities in these areas [2][3]. Group 1: Market Performance - The Hang Seng Index increased by 0.45% to close at 26,749.51 points, the Hang Seng China Enterprises Index rose by 0.51% to 9,160.81 points, and the Hang Seng Tech Index gained 0.62% to reach 5,798.01 points [2]. - Major technology stocks saw upward movement, with Xiaomi rising nearly 3%, Alibaba increasing over 2%, and both JD.com and Meituan also experiencing gains [3]. Group 2: Commercial Aerospace Sector - Commercial aerospace stocks surged, with JunDa Co., Ltd. rising over 51%, Asia Pacific Satellite increasing by over 14%, and Goldwind Technology gaining over 10% [3][5]. - The third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference was held, launching six platforms aimed at enhancing commercial aerospace capabilities [5]. - The "Chuan Yue Zhe No. 1" manned spacecraft was showcased, with over 20 seats already booked for future space tourists, aiming for its first manned flight by 2028 [5]. Group 3: Intelligent Driving Sector - Intelligent driving stocks also performed well, with Zhejiang Shibao rising nearly 10%, Pony.ai increasing over 7%, and other companies like WeRide and Youjia Innovation seeing gains of over 4% [9][10]. - Reports indicated that Tesla's Full Self-Driving (FSD) system may receive approval in China soon, which could enhance the competitive landscape for intelligent driving technologies [11].

（文章来源：每日经济新闻） 每经AI快讯，1月23日，港股尾盘商业航天概念再度拉升，钧达股份(02865.HK)大涨50%，亚太卫星 (01045.HK)涨近14%，金风科技(02208.HK)、蓝思科技(06613.HK)涨超9%。 ...

本文源自：金融界AI电报 港股尾盘商业航天概念再度拉升，钧达股份(02865.HK)大涨50%，亚太卫星(01045.HK)涨近14%，金风 科技(02208.HK)、蓝思科技(06613.HK)涨超9%。 ...

Group 1 - The Hong Kong stock market saw a surge in commercial aerospace stocks, with JunDa Co., Ltd. rising over 30% and other companies like Asia Pacific Satellite and Goldwind Technology increasing by over 7% [1] - Beijing ChuanYueZhe Manned Space Technology Co., Ltd. announced at the "Global Space Tourism Launch Conference" that actor Huang Jingyu will join the first batch of Chinese commercial space travelers, planning to fly in 2028 aboard the domestic reusable manned spacecraft "ChuanYueZhe YiHao (CYZ1)" [1] - The flight will last approximately 2.5 hours, reaching an altitude of 100 kilometers, allowing participants to experience 12 minutes of weightlessness, with a ticket price set at 3 million yuan [1] Group 2 - JunDa Co., Ltd. experienced a 30.75% increase in stock price, reaching 33.68 yuan, with a total market capitalization of 9.854 billion yuan and a year-to-date increase of 56.65% [2] - Asia Pacific Satellite's stock rose by 7.93% to 4.49 yuan, with a market cap of 4.169 billion yuan and a year-to-date increase of 61.51% [2] - Goldwind Technology's stock increased by 7.40% to 16.54 yuan, with a market cap of 69.882 billion yuan and a year-to-date increase of 23.34% [2]