| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601698 中国卫通 | | 2054.95万 | 3.14% | -2847.05万 | -4.35% | 792.09万 | 1.21% | | 003009 中天火箭 | | 1473.85万 | 4.24% | -1618.26万 | -4.66% | 144.41万 | 0.42% | | 002829 星网宇达 | | -231.65万 | -1.43% | -22.66万 | -0.14% | 254.31万 | 1.57% | | 688282 理工导航 | | -365.06万 | -14.39% | 131.97万 | 5.20% | 233.09万 | 9.19% | | 688523 航天环宇 | | -1539.43万 | -8.63% | -410.24万 | -2.30% | 1949.67万 | 10.93% | | 600118 中 ...

Group 1 - Aerospace and defense stocks have declined, with Zhongbing Hongjian down over 4%, Aerospace Electronics down over 3%, and China Satellite down over 2% [1] - The ETFs tracking the national aerospace and defense industry index have also dropped approximately 1.5% [1] Group 2 - Specific ETFs related to aerospace and defense show the following price changes: Aerospace ETF (159267) at 1.022, down 1.73%; Aerospace ETF (159227) at 1.194, down 1.57%; Aerospace ETF (159208) at 1.217, down 1.54%; Aerospace ETF Tianhong (159241) at 1.209, down 1.47% [2] - Analysts suggest that by 2025, new markets from military trade and military technology conversion may offer greater flexibility, with Chinese military enterprises showing technological advantages in drones and fighter jets, making the aerospace sector a core beneficiary [2] - Future investments in the military sector should focus more on seizing "air supremacy" [2]

Core Viewpoint - The competition between China's satellite internet initiatives and SpaceX's Starlink is intensifying, with significant developments in satellite deployment and strategic partnerships in both countries [1][4][29]. Group 1: Industry Developments - SpaceX has launched over 7,000 Starlink satellites since its first deployment in 2019, with plans to eventually deploy 42,000 satellites [1][8]. - China has established the China Satellite Network Group in 2021, positioning it as a key player in satellite internet and communications, ranking after major telecom companies [1][4]. - China's satellite internet ecosystem, including the China Starlink system, is rapidly developing, with plans to launch over 27,000 satellites in the future [2][4][8]. Group 2: Satellite Deployment and Capabilities - China has successfully completed multiple satellite launches within a short timeframe, indicating a robust deployment strategy [4][9]. - The GW constellation, led by the China Satellite Network Group, aims to deploy 12,992 satellites, with a significant portion in low Earth orbit [5][9]. - The total number of China's operational communication satellites has surpassed 800, accounting for 24% of the global total [4][9]. Group 3: Market Opportunities - There is a pressing demand for satellite communications in various sectors, including mining, shipping, and military applications, driven by the need for reliable internet access in remote areas [10][11][14]. - The global satellite manufacturing market is projected to grow significantly, with estimates reaching $24.493 billion in 2024 and $38.969 billion by 2029, indicating a strong growth trajectory [20]. - China's satellite internet initiatives are closely linked to the globalization of Chinese enterprises, enhancing their operational capabilities in international markets [10][19]. Group 4: Competitive Landscape - SpaceX's Starlink currently has over 6 million users globally, with projected revenues of $8.2 billion in 2024, highlighting the commercial potential of satellite internet [11][29]. - Chinese companies are also making strides in the satellite communications sector, with various private and state-owned enterprises collaborating to enhance capabilities and market reach [5][24]. - The competition is not only about satellite deployment but also about securing frequency and orbital slots, marking the beginning of a "space race" [8][9].

科技日报记者 付毅飞 记者从中国航天科技集团获悉，8月13日14时43分，长征五号乙运载火箭/远征二号上面级在中国文昌航天发射场升空，随后将卫星互联网低 轨08组卫星送入预定轨道，发射任务获得圆满成功。 此次任务是长征系列运载火箭的第588次发射。责任编辑：李梦一 相关稿件： 长征五号乙运载火箭和远征二号上面级均由中国航天科技集团一院抓总研制。长征五号乙运载火箭是继承长五火箭研制基础的大型低温运载 火箭。远征二号上面级是目前规模最大、能力最强的常规动力液体上面级。二者组成的运载系统可执行近地轨道、太阳同步轨道等轨道发射 任务，具备一箭一星、一箭多星发射及星座部署能力，支持串联布局、并联布局、侧挂布局和串并联布局等。 卫星互联网低轨08组卫星由中国航天科技集团五院抓总研制。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 003009 | 中天火箭 | 48.41 | 2.46% | 6.64万 | 3.22亿 | | 688523 | 航天坏宇 | 26.06 | 1.09% | 8.82万 | 2.30 Z | | 600118 | 中国卫星 | 30.07 | 1.01% | 24.69万 | 7.43亿 | | 601698 | 中園 望通 | 20.58 | 0.54% | - 44.47万 | 9.16亿 | | 002829 | 星网宇达 | 22.50 | 0.49% | 9.15万 | 2.06亿 | | 600879 | 航天电子 | 11.32 | 0.44% | 153.81万 | 17.47亿 | | 300722 | 新余国科 | 38.66 | 0.21% | 11.10万 | 4.31亿 | | 688282 | 理工导航 | 51.68 | -1.19% | 9052.52 | 4718.93万 | 从资金流向上来看，当日航天装备板 ...

Group 1 - The Shanghai Intelligent Transportation Index (H50035) rose by 0.44% to 1892.42 points, with a trading volume of 17.419 billion yuan [1] - The index has increased by 8.14% over the past month, 10.83% over the past three months, and 12.35% year-to-date [1] - The index series reflects the performance of listed companies influenced by changes in economic and consumption structures during the urbanization process, focusing on themes such as intensive, intelligent, and green low-carbon development [1] Group 2 - The top ten weighted companies in the Shanghai Intelligent Transportation Index include SAIC Motor (10.39%), Hongfa Technology (9.56%), Aerospace Electronics (9.15%), and others [1] - The index is composed entirely of companies listed on the Shanghai Stock Exchange, with a 100% representation [1] - The industry composition of the index sample shows that industrial companies account for 31.00%, consumer discretionary for 29.43%, information technology for 28.24%, and communication services for 11.33% [2] Group 3 - The index sample is adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [2]

该标准由北京控制工程研究所主导编制，中国航天标准化研究所作为ISO/TC20/SC14技术对口单位与国 际标准化组织进行技术协调，并作为参编单位全程参与了标准制定过程的技术修改和讨论。 更多详情 该标准由我国联合美国、法国、日本共同提出，由中国航天标准化研究所承担具体起草工作。 《航天系统—卫星姿态轨道控制系统稳定运行要求》（ISO 16615：2025）规定了卫星姿态与轨道控制 系统在轨稳定运行的定义；根据卫星在轨稳定运行的影响因素，规定了对卫星姿态与轨道控制系统在轨 稳定运行能力的构建原则和要求。 ◎ 科技日报记者 付毅飞 记者11日从中国航天科技集团获悉，由该集团主导制定的两项国际标准，近日由国际标准化组织 （ISO）正式发布。截至目前，由我国主导制定的航天领域ISO国际标准已发布30项，发布和在研标准 总数累计达38项。 据悉，此次发布的《航天系统—发射窗口估计与碰撞规避》（ISO 21740：2025）规定了发射窗口分析 和安全发射时机识别程序的相关要求，以及碰撞规避风险评估矩阵（安全距离、碰撞概率）的相关约束 和要求；适用于单次发射任务中新发射物体（含运载火箭级段、释放分离的航天器及其他物体）与飞 ...

来源：科技日报 该标准由北京控制工程研究所主导编制，中国航天标准化研究所作为ISO/TC20/SC14技术对口单位与国 际标准化组织进行技术协调，并作为参编单位全程参与了标准制定过程的技术修改和讨论。 据悉，此次发布的《航天系统—发射窗口估计与碰撞规避》（ISO 21740：2025）规定了发射窗口分析 和安全发射时机识别程序的相关要求，以及碰撞规避风险评估矩阵（安全距离、碰撞概率）的相关约束 和要求；适用于单次发射任务中新发射物体（含运载火箭级段、释放分离的航天器及其他物体）与飞行 路径上任何空间物体（含航空器、在轨载人空间站和航天器）之间的碰撞风险分析，便于确定最优的发 射窗口和时机。 该标准由我国联合美国、法国、日本共同提出，由中国航天标准化研究所承担具体起草工作。 《航天系统—卫星姿态轨道控制系统稳定运行要求》（ISO 16615：2025）规定了卫星姿态与轨道控制 系统在轨稳定运行的定义；根据卫星在轨稳定运行的影响因素，规定了对卫星姿态与轨道控制系统在轨 稳定运行能力的构建原则和要求。 科技日报记者 付毅飞 记者11日从中国航天科技集团获悉，由该集团主导制定的两项国际标准，近日由国际标准化组织 （I ...

Core Points - The China Aerospace Science and Technology Corporation has led the development of two international standards recently published by the International Organization for Standardization (ISO) [1][2] - A total of 30 international standards in the aerospace field have been published under China's leadership, with 38 standards either published or in development [1] Group 1: Standard Details - The first standard, "Aerospace Systems - Launch Window Estimation and Collision Avoidance" (ISO 21740:2025), outlines requirements for launch window analysis and safety launch timing identification, including a collision avoidance risk assessment matrix [1] - This standard is applicable to collision risk analysis between newly launched objects and any space objects along the flight path, facilitating the determination of optimal launch windows and timing [1] - The standard was jointly proposed by China, the United States, France, and Japan, with the China Aerospace Standardization Research Institute responsible for drafting [1] Group 2: Stability Requirements - The second standard, "Aerospace Systems - Requirements for Stable Operation of Satellite Attitude and Orbit Control Systems" (ISO 16615:2025), defines the stable operation of satellite attitude and orbit control systems [2] - It establishes principles and requirements for building the stability capabilities of these systems based on influencing factors [2] - The Beijing Control Engineering Research Institute led the preparation of this standard, with the China Aerospace Standardization Research Institute coordinating technical discussions with the ISO [2]

从资金流向上来看，当日航天装备板块主力资金净流出4003.33万元，游资资金净流出9676.0万元，散户 资金净流入1.37亿元。航天装备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600879 航天电子 | | 5811.41万 | 1.91% | -2062.43万 | -0.68% | -3748.98万 | -1.23% | | 688523 航天环宇 | | 1222.63万 | 3.49% | 1795.02万 | 5.13% | -3017.66万 | -8.62% | | 300722 新余国科 | | 762.83万 | 1.79% | -2283.31万 | -5.35% | 1520.48万 | 3.56% | | 688282 理工导航 | | 252.00万 | 5.20% | 151.50万 | 3.13% | -403.51万 | -8.33% | | 0 ...