Group 1 - The core viewpoint of the news highlights the strong performance of rare earth concept stocks, with Jin Feng Technology reaching the daily limit, Xiamen Tungsten rising over 4%, and Wolong Electric Drive increasing by over 2% [1] - Rare earth-related ETFs also saw significant gains, with an increase of over 2% in the market [1] Group 2 - Specific ETF performance includes: - E Fund Rare Earth ETF (code: 159715) at 1.322, up 0.032 (2.48%) - Rare Earth ETF (code: 159713) at 1.442, up 0.033 (2.34%) - Jiashi Rare Earth ETF (code: 516150) at 2.003, up 0.046 (2.35%) - Rare Earth ETF (code: 516780) at 1.937, up 0.043 (2.27%) [2] - Analysts indicate that rare earths are core resources for high-end manufacturing and strategic emerging industries, showing a resonant pattern in both supply and demand [2] - The strategic position of the rare earth industry chain is expected to strengthen further, providing long-term driving force for high-end manufacturing development due to increased supply concentration and upgraded demand structure [2]

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 商业航天概念热度延续，截至发稿，亚太卫星（01045）上涨19.35%，报5.12港元；钧达股份（02865） 上涨12.77%，报30.38港元；金风科技（02208）上涨13.15%，报18.24港元。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 商业航天概念热度延续，截至发稿，亚太卫星（01045）上涨19.35%，报5.12港元；钧达股份（02865） 上涨12.77%，报30.38港元；金风科技（02208）上涨13.15%，报18.24港元。 ...

Group 1 - The Hong Kong commercial aerospace sector is experiencing a significant upward trend, with notable stock price increases for several companies [1] - Asia Pacific Satellite (01045.HK) has seen its stock rise by over 14% [1] - Goldwind Technology (02208.HK) has increased by more than 10% [1] - Aerospace Holdings (00031.HK) has gained over 5% [1]

商业航天概念持续走强，信科移动-U、巨力索具、中衡设计等涨停，邵阳液压、理工导航、泰胜风 能、春晖智控、金风科技等跟涨。 ...

金风科技盘中涨停，已连收4个涨停板，截至9:25，该股报31.94元，换手率1.19%，成交量3997.13万 股，成交金额12.77亿元，涨停板封单金额为168.00万元。连续涨停期间，该股累计上涨46.38%，累计 换手率为58.04%。最新A股总市值达1102.41亿元，A股流通市值1070.88亿元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.08 | 10.00 | 18.14 | -76235.69 | | 2026.01.07 | 10.00 | 20.29 | -123153.26 | | 2026.01.06 | 9.99 | 18.42 | 59529.97 | | 2026.01.05 | 6.96 | 19.35 | -23219.22 | | 2025.12.31 | 0.99 | 12.77 | -4.69 | | 2025.12.30 | -6.74 | 20.37 | -297819.95 | | 2025.12.29 | 10.01 | 6.57 | 62830.9 ...

每经AI快讯，金风科技涨停，走出4连板，4天累计涨幅达46.38%。 （文章来源：每日经济新闻） ...

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 ...

Group 1 - The core viewpoint of the news is that Goldwind Technology has experienced a significant stock price increase, rising 9.85% on January 9, reaching 31.90 yuan per share, with a total market capitalization of 134.78 billion yuan and a cumulative increase of 43.76% over five consecutive days [1] - Goldwind Technology's main business includes the development, manufacturing, and sales of wind turbines, wind power services, investment and development of wind farms, and water services, with revenue composition being 76.58% from turbine and component sales, 11.12% from wind farm development, 10.15% from wind power services, and 2.16% from other sources [1] Group 2 - From the perspective of fund holdings, the Jingguan Taifu Technology-Driven Mixed A Fund (022028) has a significant position in Goldwind Technology, holding 410,000 shares, which accounts for 4.97% of the fund's net value, ranking as the ninth largest holding [2] - The fund has generated a floating profit of approximately 1.1726 million yuan today and a total of 3.6244 million yuan during the five-day price increase [2] - The Jingguan Taifu Technology-Driven Mixed A Fund has a total asset size of 922.84 million yuan, with a year-to-date return of 3.19% and a one-year return of 41.72%, ranking 3462 out of 8827 and 2776 out of 8084 respectively [2]

Summary of Key Points Core Viewpoint - On January 9, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 164 million shares, amounting to a market value of 2.829 billion yuan based on the latest closing price [1]. Group 1: Unlock Volume and Market Value - The companies with the highest unlock volumes are Shun'an Environment, Goldwind Technology, and Development Technology, with unlock shares of 139 million, 11.409 million, and 6.6933 million respectively [1]. - In terms of unlock market value, Shun'an Environment, Development Technology, and Goldwind Technology lead with market values of 1.804 billion yuan, 611 million yuan, and 331 million yuan respectively [1]. Group 2: Unlock Ratio - The companies with the highest unlock ratios relative to total share capital are Shun'an Environment, Development Technology, and Thunder God Technology, with unlock ratios of 12.97%, 4.82%, and 0.77% respectively [1].

Group 1 - A total of 8 companies had their restricted shares unlocked on January 9, with a combined unlock volume of 164 million shares, equating to a market value of 2.829 billion yuan based on the latest closing price [1] - The companies with the highest unlock volumes were Shun'an Environment, Goldwind Technology, and Development Technology, with unlock shares of 139 million, 11.409 million, and 6.693 million respectively [1] - In terms of unlock market value, Shun'an Environment, Development Technology, and Goldwind Technology led with values of 1.804 billion yuan, 611 million yuan, and 331 million yuan respectively [1] Group 2 - The companies with the highest percentage of total share capital unlocked were Shun'an Environment, Development Technology, and Thunder God Technology, with unlock ratios of 12.97%, 4.82%, and 0.77% respectively [1]