智通财经APP获悉，商业航天概念今早回暖，截至发稿，亚太卫星(01045)涨5.26%，报4.4港元；钧达股 份(02865)涨5.26%，报25.6港元；中国技术集团(01725)涨2.06%，报0.99港元；金风科技(02208)涨 0.99%，报14.35港元。 消息面上，商业航天领域再迎催化。马斯克通过社交平台表示，三年内星舰发射频率将超每小时一次， 明确SpaceX终极目标为每年生产1万艘星舰。此前，SpaceX在星舰基地建造了超大型总装车间 Gigabay，加速星舰的生产。国内方面，中国航天科技集团有限公司1月15日召开2026年度工作会议。会 议提出，2026年要深入推进载人登月、深空探测等重大工程，全力突破重复使用火箭技术；要大力发展 商业航天、低空经济等战新产业，前瞻布局太空数智等未来产业。 国泰海通证券近日研报指出，我国商业航天已形成涵盖"上游制造—中游发射—下游应用"的完整链条， 国有航天企业发射能力平台化，文昌商业发射场正式投运，基础设施能力外溢；民营企业在火箭/卫星/ 遥感终端等环节快速崛起，协同效应增强。遥感、导航、通信等垂直场景快速拓展，数据运营价值加速 释放，产业从单点商业化逐 ...

消息上，国家电网"十五五"投资计划出炉："十五五"期间，国家电网公司固定资产投资预计达到4万亿 元，较"十四五"投资增长40%，以扩大有效投资带动新型电力系统产业链供应链高质量发展。 港股电力设备股大幅上涨，其中，东方电气涨超10%领衔，哈尔滨电气涨5.5%，上海电气涨近5%，金 风科技、东北电气纷纷上涨。 国金证券认为，展望2026年，电网行业仍将呈现明显结构性分化，高景气赛道指向国内主网输变电与电 力设备出海两大核心方向，同时关注配网侧和网外侧的拐点向上机会。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01072 | 东方电气 | 27.320 | 10.25% | | 01133 | 哈尔滨电气 | 18.820 | 5.55% | | 02727 | 上海电气 | 4.610 | 4.77% | | 00968 | 信义光能 | 3.230 | 3.19% | | 02208 | 金风科技 | 14.520 | 2.18% | | 06862 | 福莱特玻璃 | 10.380 | 1.76% | | 03800 | 协鑫科技 | 1.0 ...

Group 1 - The core viewpoint of the articles highlights the significant advancements in China's offshore wind power sector, particularly in the Yangtze River Delta region, which is expected to have an installed capacity exceeding 19 million kilowatts by the end of 2025, making it the largest offshore wind power area in the country [1] - The total installed capacity of offshore wind power in China is projected to exceed 100 million kilowatts by the end of the 14th Five-Year Plan, providing a solid foundation for achieving carbon neutrality goals [1] - The successful installation of the world's first 20-megawatt offshore wind turbine in Fujian marks a major breakthrough in the application of large-capacity offshore wind power models, showcasing China's capabilities in independent control of the entire industrial chain and 100% localization of key components [2] Group 2 - The "Tuqiang" project, led by the State Power Investment Corporation, is advancing rapidly and aims to develop the first set of ultra-large floating wind turbine foundations suitable for 20-megawatt turbines by the end of 2026, demonstrating the maturity of key technology routes in deep-sea wind power [3] - The offshore wind power installation capacity in China is expected to reach 11.16 gigawatts by 2026, representing a 64% increase compared to 2025 [4] - Companies like China Three Gorges New Energy are actively promoting the development of offshore wind power industrial parks, while Dayue Heavy Industry is leveraging its expertise in ductile iron technology to enhance its competitiveness in the offshore wind power equipment sector [5][6] Group 3 - The expansion of the wind power market and rapid technological iterations are expected to benefit wind turbine manufacturers, core component suppliers, and wind farm operators, leading to increased orders and market share, ultimately resulting in steady performance growth [7]

Core Viewpoint - Jinpeng Technology responded to investor inquiries on January 15, indicating that details regarding the company's external investments and shareholding situation can be found in the company's announcements and periodic reports [1]. Group 1 - The company addressed investor questions on its interactive platform [1] - The company emphasized that information about external investments and shareholding is available in official announcements and regular reports [1]

Group 1 - The core point of the article is that as of the end of Q3 2025, Three Gorges Energy will be the second largest shareholder of Goldwind Technology [1] Group 2 - Goldwind Technology responded to investor inquiries on an interactive platform [1] - The announcement highlights the strategic importance of Three Gorges Energy as a significant stakeholder in Goldwind Technology [1]

Group 1 - The commercial aerospace concept has faced a significant decline, with popular stock Jin Feng Technology hitting the daily limit down, and two major retail investors selling a total of 384 million [1] - Institutions have increased their positions in several AI application concept stocks, with Shengguang Group receiving 494 million from four institutions, and Sanwei Communication and Tongda Hai receiving 279 million and 102 million respectively [1][12] - The top ten stocks by trading volume in the Shanghai and Shenzhen Stock Connect include Zijin Mining, Luoyang Molybdenum, and Kweichow Moutai, with total trading amounts of 1510.44 billion and 2044.34 billion respectively [2][3] Group 2 - The electronic sector saw a net inflow of 120.09 billion, leading among sectors, while the computer sector experienced the largest net outflow of 233.90 billion [5][6] - The top individual stocks with net inflows include Luxshare Precision, Zhongji Xuchuang, and Wolong Nuclear Materials, with inflows of 27.46 billion, 21.78 billion, and 15.12 billion respectively [7] - Conversely, the top stocks with net outflows include BlueFocus Media, Shanzi Gaoke, and Dongfang Caifu, with outflows of 30.78 billion, 26.97 billion, and 17.14 billion respectively [8] Group 3 - The top ten ETFs by trading volume include the CSI 500 ETF and the CSI 300 ETF, with trading amounts of 263.30 billion and 253.91 billion respectively, showing significant increases compared to the previous trading day [9][10] - The four major index futures contracts (IH, IF, IC, IM) have seen both long and short positions decrease, indicating a slight increase in bearish sentiment [11] Group 4 - Retail investors have actively traded various stocks, with significant buy and sell activities noted in stocks like Sanwei Communication and Jin Feng Technology, reflecting a diverse trading strategy [14][16] - Quantitative funds have shown high activity, particularly in stocks like Dazhi Technology, with multiple funds engaging in aggressive trading [17]

金风科技今日跌停，全天换手率5.37%，成交额54.77亿元，振幅5.26%。龙虎榜数据显示，机构净卖出 1.07亿元，深股通净卖出9990.28万元，营业部席位合计净卖出3.65亿元。 深交所公开信息显示，当日该股因日跌幅偏离值达-9.87%上榜，机构专用席位净卖出1.07亿元，深股通 净卖出9990.28万元。 资金流向方面，今日该股主力资金净流出15.09亿元，其中，特大单净流出15.00亿元，大单资金净流出 840.49万元。近5日主力资金净流出104.59亿元。 融资融券数据显示，该股最新（1月14日）两融余额为41.91亿元，其中，融资余额为41.48亿元，融券余 额为4316.81万元。近5日融资余额合计增加10.71亿元，增幅为34.83%，融券余额合计增加1450.14万 元，增幅50.59%。（数据宝） 金风科技1月15日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 华泰证券股份有限公司扬州文昌中路证券营业部 | 9124.86 | 16177.94 | | 买二 | 深股通专 ...

Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 355.48 billion, with Zijin Mining and Zhongji Xuchuang leading in individual stock trading volume. The electronic sector saw the highest net inflow of funds, while the commercial aerospace concept faced significant declines [1]. Group 1: Trading Volume and Stock Performance - The total trading amount for the Shanghai Stock Connect was 151.04 billion, while the Shenzhen Stock Connect totaled 204.43 billion [1]. - In the Shanghai Stock Connect, Zijin Mining ranked first with a trading volume of 30.76 billion, followed by Luoyang Molybdenum and Kweichow Moutai [2]. - In the Shenzhen Stock Connect, Zhongji Xuchuang led with a trading volume of 46.14 billion, followed by Ningde Times and Xinye Technology [3]. Group 2: Sector Performance - The precious metals, semiconductor, and tourism sectors showed the highest gains, while AI applications and commercial aerospace sectors experienced the largest declines [3]. - The electronic sector had the highest net inflow of funds, amounting to 120.09 billion, with a net inflow rate of 2.61% [4]. Group 3: ETF Trading - The CSI 500 ETF (510500) achieved a record trading volume of over 26.3 billion, marking a historical high, while the CSI 300 ETF (510300) also saw significant trading volume exceeding 25 billion [6][7]. Group 4: Futures Positioning - In the four major index futures contracts, both long and short positions were reduced, with a greater reduction in long positions, indicating a slight increase in bearish sentiment [8]. Group 5: Institutional Activity - Institutions actively increased their positions in AI application stocks, with significant purchases in companies like Province Guang Group, which saw 4.94 billion bought by four institutions [9]. - Conversely, the commercial aerospace concept faced heavy selling, with institutions selling a total of 3.84 billion in stocks like Jinfeng Technology [10].

Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 355.48 billion, with Zijin Mining and Zhongji Xuchuang leading in individual stock trading volumes. The electronic sector saw the highest net inflow of funds, while the commercial aerospace concept faced significant declines, particularly with Jin Feng Technology hitting its daily limit down [1][2][5]. Group 1: Trading Volume and Stock Performance - The total trading amount for the Shanghai Stock Connect was 151.04 billion, while the Shenzhen Stock Connect totaled 204.43 billion [2]. - Zijin Mining topped the Shanghai Stock Connect with a trading volume of 3.076 billion, followed by Luoyang Molybdenum and Kweichow Moutai [3]. - Zhongji Xuchuang led the Shenzhen Stock Connect with a trading volume of 4.614 billion, followed by CATL and Xinye Technology [3]. Group 2: Sector Performance - The electronic sector had the highest net inflow of funds at 12.009 billion, followed by the new energy sector with 5.014 billion [6]. - The computer sector experienced the largest net outflow of funds at -23.39 billion, indicating a negative sentiment in this area [7]. Group 3: ETF Trading - The CSI 500 ETF (510500) achieved a record trading volume of over 26.3 billion, marking a 132.10% increase compared to the previous trading day [10]. - The CSI 300 ETF (510300) also saw significant trading, exceeding 25.3 billion, with a 142.62% increase from the previous day [10]. Group 4: Futures Market - In the futures market, all four major index futures contracts saw a reduction in positions, with long positions decreasing more than short positions, indicating a slight increase in bearish sentiment [12]. Group 5: Institutional and Retail Activity - Institutions were active in buying AI application stocks, with Shengguang Group receiving 494 million from four institutions, while Jin Feng Technology faced significant selling pressure from retail investors [14][16]. - Retail investors showed high activity, particularly in the commercial aerospace sector, with significant sell-offs in Jin Feng Technology [16].

金风科技（002202.SZ）1月15日在投资者互动平台表示，公司持有上述公司股权，以其他非流动金融资 产计量，请参考定期报告相关章节。 每经AI快讯，有投资者在投资者互动平台提问：您好董秘，洛阳轴承马上也要上市了。请问贵公司与 它的关系是什么，有控股吗？贵公司的投资眼光真的牛。我愿意长期投资！ （记者 张明双） ...