消息面上，1月8日，广州市人民政府办公厅发布《广州市加快建设先进制造业强市规划（2024—2035 年）》（简称《规划》），提出到2035年，打造具有全球影响力的中国商业航天新一极。涌现一批商业 航天领域骨干企业，产业规模进一步壮大。《规划》提到，聚焦攻关可重复使用火箭技术，依托从化商 业火箭液体动力系统试验中心及总装测试产业化基地，为中大型液体火箭研制提供坚实基础，未来将面 向全国科研院所、企业和高校等开放共享。 智通财经APP获悉，商业航天概念热度延续，截至发稿，亚太卫星(01045)涨10.96%，报4.76港元；钧达 股份(02865)涨9.35%，报29.46港元；金风科技(02208)涨6.08%，报17.1港元。 方正证券指出，Space X从2010年-2015年也历时五年实现火箭回收技术，目前，Space X正筹备2026年 IPO，与此同时国内蓝箭航天、天兵科技、星河动力、星际荣耀也先后开启IPO进程，26年国内火箭民 营企业也将迎来登录资本市场的元年。政策端，12月26日，上交所发布《上海证券交易所发行上市审核 规则适用指引第9号——商业火箭企业适用科创板第五套上市标准》，明确了可复用火 ...

Core Viewpoint - Asia Pacific Satellite (01045) has seen a significant stock price increase, nearly doubling in the past three weeks, with a current price of 4 HKD and a trading volume of 81.70 million HKD [1][4]. Company Summary - Asia Pacific Satellite is a subsidiary of China Satellite Communications Group Co., Ltd., primarily engaged in satellite communication services, including broadband communication and broadcasting [1][4]. - The company operates the Asia Pacific 6D satellite, which provides various communication services [1][4]. - China Satellite Communications is the largest satellite operator in China, with over 20 satellites in orbit, and its "Zhongxing" series satellites are widely used in emergency communication and marine monitoring [1][4]. Industry Summary - According to Dongwu Securities, the commercial aerospace industry is expected to experience multiple catalysts by 2026, particularly with the launch of multiple reusable and high-capacity commercial rockets, which will significantly enhance rocket capacity and address previous bottlenecks in satellite communication development [1][4]. - The low Earth orbit satellite internet in China is set to enter mass launch construction in the second half of 2025, with expectations for even larger-scale launches in 2026, accelerating industry development [1][4].

Core Viewpoint - Asia Pacific Satellite (01045) has seen its stock price nearly double in the past three weeks, with a current increase of 12.68% to HKD 4, and a trading volume of HKD 71.497 million [1] Group 1: Company Overview - Asia Pacific Satellite is a subsidiary of China Satellite Communications (601698) Group Co., Ltd, primarily engaged in satellite communication services [1] - The company operates the Asia Pacific 6D satellite, which provides broadband communication and broadcasting services [1] - China Satellite Communications is the largest satellite operator in China, with over 20 satellites in orbit, and its "Zhongxing" series satellites are widely used in emergency communication and marine monitoring [1] Group 2: Industry Outlook - Dongwu Securities has released a report forecasting significant catalysts for the commercial aerospace industry by 2026, particularly with the anticipated launch of multiple reusable and high-capacity commercial rockets [1] - The report suggests that rocket capacity is expected to see a substantial increase, addressing previous bottlenecks in satellite communication development [1] - China's low Earth orbit satellite internet is set to enter a phase of mass launch construction in the second half of 2025, with expectations for even larger-scale launches in 2026, further accelerating industry development [1]

Core Viewpoint - Asia Pacific Satellite (01045) has seen its stock price increase nearly 15%, doubling in value over the past three weeks, with a current price of 4 HKD and a trading volume of 71.497 million HKD [1] Group 1: Company Overview - Asia Pacific Satellite is a subsidiary of China Satellite Communications Group Co., Ltd, primarily engaged in satellite communication services [1] - The company operates the Asia Pacific 6D satellite, which provides broadband communication and broadcasting services [1] - China Satellite Communications is the largest satellite operator in China, with over 20 satellites in orbit, and its "Zhongxing" series satellites are widely used in emergency communication and marine monitoring [1] Group 2: Industry Outlook - Dongwu Securities has released a report forecasting significant catalysts for the commercial aerospace industry by 2026, particularly with the anticipated launch of multiple reusable and high-capacity commercial rockets [1] - The report suggests that rocket capacity is expected to see a substantial increase, addressing previous bottlenecks in satellite communication development [1] - China's low Earth orbit satellite internet is set to enter mass launch construction in the second half of 2025, with expectations for even larger batch launches in 2026, further accelerating industry development [1]

Market Overview - The Hong Kong stock market indices showed strong performance, with the Hang Seng Index rising by 1.38% to close at 26,710.45 points, and a total trading volume of HKD 291.76 billion [1] - The Hang Seng Tech Index increased by 1.46%, closing at 5,825.26 points, indicating a positive sentiment in the technology sector [1] Blue Chip Performance - China Hongqiao (01378) led the blue-chip stocks, rising by 6.14% to HKD 35.26, contributing 10.84 points to the Hang Seng Index [2] - Other notable performers included JD Health (06618) up 5.41%, Ping An Insurance (02318) up 4.96%, while Alibaba (09988) fell by 1.31% [2] Sector Highlights - The capital market is heating up, with financial stocks, particularly Chinese brokerage firms, showing significant gains. For instance, Jiufang Zhitu (09636) surged by 18.84% [3] - The non-ferrous metals sector performed strongly, with notable increases in Aluminum Corporation of China (02068) up 8.05% and Zhaojin Mining Industry (01818) up 7.29% [4] Commodity Trends - Commodities such as gold, silver, and copper have seen rising futures prices, driven by geopolitical tensions and supply constraints [5] - The aluminum market is particularly affected by supply threats, with prices expected to remain high due to production risks [5] Autonomous Driving Sector - The autonomous driving sector is gaining traction, with companies like Zhejiang Shibao (01057) rising by 21.53% following announcements from NVIDIA regarding advancements in self-driving technology [6] - NVIDIA's new AI platform is expected to stimulate demand for autonomous taxis, supporting global economic growth [6] Commercial Aerospace Developments - The commercial aerospace sector is experiencing growth, with companies like JunDa Co. (02865) rising by 8.01% due to recent developments in the industry [6] - The acceleration of the commercialization of space is anticipated to enhance the performance and valuation of related companies [6] Notable Stock Movements - Xindong Company (02400) increased by 6.04% after announcing a significant share buyback plan worth HKD 400 million [7] - Hesai Technology (02525) rose by 5.9% after being selected as a lidar partner for NVIDIA's platform and announcing plans to double production capacity [8] - Cathay Pacific (00293) faced pressure, declining by 2.6% due to a share placement by China National Aviation [9]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 亞太衛星控股有限公司（於百慕達註冊成立之有限公司） 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01045 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.1 HKD | | 200,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.1 HKD | | 200,000,000 ...

每经AI快讯，1月6日，商业航天概念港股午后拉升。截至发稿，钧达股份（002865）(02865.HK)涨近 8%，亚太卫星(01045.HK)涨近7%，金风科技（002202）(02208.HK)涨近6%。 ...

每经AI快讯，港股商业航天概念午后拉升。截至发稿，钧达股份(02865.HK)涨8.01%，报22.38港元；亚 太卫星(01045.HK)涨7.16%，报3.74港元；金风科技(02208.HK)涨6.87%，报15.87港元。 ...

消息面上，近期商业航天催化密集。2025年12月26日，上交所发布《上海证券交易所发行上市审核规则 适用指引第9号——商业火箭企业适用科创板第五套上市标准》，打开商业航天公司融资通道。12月31 日，蓝箭航天IPO获受理，拟科创板上市，融资75亿元，用于可重复使用火箭的产能和技术提升。国海 证券认为，随商业航天产业化进程加速，太空产业有望快速发展，产业链相关公司有望迎业绩、估值的 同步提升。 商业航天概念午后拉升，截至发稿，钧达股份（002865）(02865)涨8.01%，报22.38港元；亚太卫星 (01045)涨7.16%，报3.74港元；金风科技（002202）(02208)涨6.87%，报15.87港元。 ...

消息面上，近期商业航天催化密集。2025年12月26日，上交所发布《上海证券交易所发行上市审核规则 适用指引第9号——商业火箭企业适用科创板第五套上市标准》，打开商业航天公司融资通道。12月31 日，蓝箭航天IPO获受理，拟科创板上市，融资75亿元，用于可重复使用火箭的产能和技术提升。国海 证券认为，随商业航天产业化进程加速，太空产业有望快速发展，产业链相关公司有望迎业绩、估值的 同步提升。 智通财经APP获悉，商业航天概念午后拉升，截至发稿，钧达股份(02865)涨8.01%，报22.38港元；亚太 卫星(01045)涨7.16%，报3.74港元；金风科技(02208)涨6.87%，报15.87港元。 ...