资金面上看，今日商业航天概念板块获主力资金净流入133.20亿元，其中，210股获主力资金净流入， 47股主力资金净流入超亿元，净流入资金居首的是中国卫星，今日主力资金净流入11.54亿元，净流入 资金居前的还有再升科技、永鼎股份、航天动力等，主力资金分别净流入8.92亿元、8.21亿元、7.63亿 元。 资金流入比率方面，合众思壮、再升科技、南京熊猫等流入比率居前，主力资金净流入率分别为 57.50%、38.45%、36.11%。（数据宝） 截至12月24日收盘，商业航天概念上涨3.60%，位居概念板块涨幅第2，板块内，354股上涨，新劲刚、 新雷能、超捷股份等20%涨停，南京熊猫、九鼎新材、天通股份等涨停，信维通信、*ST新研、天银机 电等涨幅居前，分别上涨17.96%、17.36%、17.21%。跌幅居前的有灿能电力、大元泵业、光库科技 等，分别下跌2.77%、2.72%、2.53%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 太赫兹 | 4.02 | 乳业 | -0.85 | | 商业航天 | ...

沪指12月24日上涨0.53%，申万所属行业中，今日上涨的有26个，涨幅居前的行业为国防军工、电子， 涨幅分别为2.88%、2.12%。国防军工行业位居今日涨幅榜首位。跌幅居前的行业为农林牧渔、煤炭， 跌幅分别为0.85%、0.70%。 资金面上看，两市主力资金全天净流入103.70亿元，今日有17个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.12%，全天净流入资金86.77亿元，其次是电力设备行业，日涨幅 为1.03%，净流入资金为37.58亿元。 主力资金净流出的行业有14个，有色金属行业主力资金净流出规模居首，全天净流出资金16.35亿元， 其次是基础化工行业，净流出资金为12.12亿元，净流出资金较多的还有医药生物、食品饮料、银行等 行业。 国防军工行业今日上涨2.88%，全天主力资金净流入36.86亿元，该行业所属的个股共138只，今日上涨 的有132只，涨停的有7只；下跌的有4只。以资金流向数据进行统计，该行业资金净流入的个股有80 只，其中，净流入资金超亿元的有11只，净流入资金居首的是中国卫星，今日净流入资金11.54亿元， 紧随其后的是火炬电子、合众思壮，净流入资 ...

Core Viewpoint - The aerospace equipment sector experienced a significant increase of 6.24% on December 24, with China Satellite leading the gains, reflecting strong investor interest in the industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3940.95, up 0.53%, while the Shenzhen Component Index closed at 13486.42, up 0.88% [1]. - Key stocks in the aerospace equipment sector showed notable price increases, with China Satellite rising by 10.00% to a closing price of 66.12 [1]. Group 2: Stock Performance Details - The following stocks in the aerospace equipment sector had significant price movements: - China Satellite (600118): Closed at 66.12, up 10.00%, with a trading volume of 1.55 million shares and a transaction value of 979.3 million [1]. - StarNet Yuda (002829): Closed at 30.06, up 9.99%, with a trading volume of 206,300 shares and a transaction value of 59.71 million [1]. - Other notable stocks include: - Aerospace Electronics (600879): Closed at 16.92, up 5.42% [1]. - China Telecom (601698): Closed at 24.56, up 4.47% [1]. Group 3: Fund Flow Analysis - The aerospace equipment sector saw a net inflow of 1.357 billion yuan from institutional investors, while retail investors experienced a net outflow of 472 million yuan [1]. - Specific stock fund flows included: - China Satellite (600118): Net inflow of 1.078 billion yuan from institutional investors [2]. - Aerospace Electronics (600879): Net inflow of 201 million yuan from institutional investors [2]. - StarNet Yuda (002829): Net inflow of 109 million yuan from institutional investors [2].

| 代码 | 简称 | 收盘价 | 换手率 | 涨停板封单 | 封单资金 | 行业 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | （%） | （万股） | （万元） | | | 002969 | 嘉美包装 | 8.09 | 0.31 | 5534.08 | 44770.73 | 轻工制造 | | 001331 | 胜通能源 | 34.79 | 4.17 | 1266.77 | 44070.91 | 公用事业 | | 600118 | 中国卫星 | 66.12 | 13.11 | 627.25 | 41473.65 | 国防军工 | | 002163 | 海南发展 | 19.35 | 15.77 | 1867.23 | 36130.84 | 建筑装饰 | | 002909 | 集泰股份 | 8.15 | 2.13 | 4268.74 | 34790.23 | 基础化工 | | 002851 | 麦格米特 | 94.29 | 4.37 | 310.00 | 29229.65 | 电力设备 | | 600183 | 生益科技 | 72.60 | ...

Market Performance - The A-share market saw a positive trend with the Shanghai Composite Index rising by 0.53%, marking six consecutive days of gains [2] - The Shenzhen Component Index increased by 0.88%, while the ChiNext Index rose by 0.77% [2] Sector Highlights - The commercial aerospace sector experienced a significant surge, with nearly 30 stocks, including China Satellite and Aerospace Power, hitting the daily limit [3] - Other strong sectors included photovoltaic, lithium batteries, computing hardware, AI smartphones, intelligent driving, and chemical fiber [3] Stock Movements - Notable stocks with substantial gains included: - Xinjingang (+20.02% to 22.66) - Chaojie Co. (+20.00% to 112.44) - New Electric Energy (+20.00% to 30.24) - Youyan Powder Materials (+20.00% to 64.14) [4] - PCB concept stocks also saw rapid increases, with Shengyi Technology hitting the daily limit and achieving a historical high [4] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets was 1.88 trillion, a decrease of 196 billion compared to the previous trading day [5] Capital Flow - Main capital inflows were observed in the electronics, semiconductor, and aerospace sectors, while outflows were noted in non-ferrous metals, banking, and food and beverage sectors [7] - Specific stocks with significant net inflows included China Satellite (10.78 billion), Industrial Fulian (10.05 billion), and Demingli (9.08 billion) [7] Institutional Insights - Dongfang Securities suggested that the market is likely to restart a bullish trend, with investment opportunities in medium-risk stocks and mid-cap blue chips [8] - Everbright Securities noted that after consecutive rebounds, there may be some divergence in market funds, indicating a potential for index fluctuations [8] - Dongguan Securities highlighted that the cross-year allocation trend in A-shares may start early, improving market liquidity and trading activity [8]

Market Overview - On December 24, the market experienced a significant rally, with the Shanghai Composite Index rising by 0.53%, the Shenzhen Component Index increasing by 0.88%, and the ChiNext Index up by 0.77% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.88 trillion yuan, a decrease of 19.6 billion yuan compared to the previous trading day [1] Sector Performance - The commercial aerospace sector saw a strong performance, with over 20 stocks hitting the daily limit, including Shenjian Co. (002361) with five consecutive limit-ups and Guoji Precision (002046) achieving three limit-ups in four days [1][2] - The computing hardware concept also surged, with Huanxu Electronics (601231) recording three limit-ups in six days and Yintang Intelligent Control (300131) hitting the daily limit [1] - The PCB sector experienced rapid growth, with Shengyi Technology (600183) reaching a historical high [1] Notable Stocks - The satellite internet concept index rose over 5%, with multiple stocks, including China Satellite (600118) and Aerospace Power (600343), achieving 20% limit-ups [2] - Shenjian Co. recorded five consecutive limit-ups, while Guoji Precision and Aerospace Engineering (603698) achieved three limit-ups in four days [2] Commodity LOF Products - On December 24, international gold and silver prices reached new highs, leading to multiple commodity LOF products hitting the daily limit, including gold-themed LOF and various resource LOFs [3] - The announcement from Guotai Asset Management indicated a further limit on subscriptions for the Guotai Silver LOF, with the A share subscription limit remaining at 500 yuan and the C share limit reduced from 500 yuan to 100 yuan [3]

2025.12. 24 本文字数：764，阅读时长大约2分钟 资金流向 作者 | 一财阿驴 12月24日，A股三大指数震荡走高，截至收盘，沪指涨0.53%，录得六连阳；深成指涨0.88%，创 业板指涨0.77%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 12 more | 3940.95c | 20.97 | 0.53% | | 399001 | 深证成指 | MW | 13486.42c | 117.43 | 0.88% | | 399006 | 创业板指 | MW | 3229.58c | 24.57 | 0.77% | 盘面上，商业航天概念股再度爆发，福建本地股反复活跃，光伏、锂电池、算力硬件、AI手机、智能 驾驶、化纤题材走强。 具体来看，商业航天概念集体爆发，中国卫星、航天动力、永鼎股份等近30股涨停。 | 代码 | 名称 | 涨幅号 | 现价 | | --- | --- | --- | --- | | 300629 | 新劲刚 | +20.02% | 22.6 ...

Market Overview - On December 24, the market experienced a significant rally, with the Shanghai Composite Index rising by 0.53%, the Shenzhen Component Index by 0.88%, and the ChiNext Index by 0.77% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.88 trillion yuan, a decrease of 19.6 billion yuan compared to the previous trading day [1] Sector Performance - The commercial aerospace sector saw a strong performance, with over 20 stocks hitting the daily limit, including Shenjian Co. with five consecutive limit-ups and Guoji Precision Engineering with three limit-ups in four days [1][3] - The computing hardware concept also surged, with Huanxu Electronics achieving three limit-ups in six days and Yintang Zhikong hitting the limit-up [1] - The Fujian sector showed strength, with Anji Food achieving four limit-ups in seven days and Hexing Packaging with three consecutive limit-ups [1] - The PCB concept rapidly increased, with Shengyi Technology hitting the limit-up and reaching a historical high [1] Notable Stocks - The satellite internet concept index rose over 5%, with multiple stocks such as China Satellite and Aerospace Power hitting the limit-up [3] - Noteworthy individual stock performances included Tianyin Electric with a 17.21% increase and China Satellite with a 10% increase [4] Commercial Aerospace Market Growth - The commercial aerospace market in China is projected to grow from approximately 0.38 trillion yuan in 2015 to 2.3 trillion yuan by 2024, with a compound annual growth rate of about 22% [5] - By 2030, the market is expected to reach between 7 trillion yuan and 10 trillion yuan [5] Commodity LOF Products - On December 24, multiple commodity LOF products, including gold and silver themed LOFs, experienced limit-ups [7] - The announcement from Guotou Ruijin Fund indicated a further limit on subscriptions for the Guotou Silver LOF, with the A share subscription limit remaining at 500 yuan and the C share limit reduced from 500 yuan to 100 yuan [7]

Core Viewpoint - The commercial aerospace and satellite navigation sectors have shown significant strength, with the China Satellite Industry Index rising by 5.01% as of 13:46 on December 24, driven by strong performances from stocks like Newray, China Satellite, and Guoji Precision Engineering, which hit the daily limit up [1] Group 1: Industry Performance - The Long March 12A rocket successfully completed its mission at the Jiuquan Satellite Launch Center, achieving a record of "nine launches, nine successes" and establishing a routine of monthly launches with dual-position launch capabilities [1] - As of December 23, China has completed nearly 90 launches this year, setting a historical record, with a notable increase in the proportion of commercial launches and high-density launches from sites in Hainan and Shandong [1] Group 2: Future Outlook - According to Open Source Securities, the reduction in launch costs and the enhancement of in-orbit computing power are expected to create a "more launches, more savings" scenario, leading to a transformative industry change with scalable commercial value in the commercial aerospace sector [1] - The China Satellite Industry Index includes 50 listed companies across satellite manufacturing, launching, and application sectors, characterized by a high proportion of application end, high concentration of leading companies, and comprehensive industry chain coverage, aligning with long-term industry development trends [1] - The E Fund Satellite ETF (563530) tracks this index, providing investors with a convenient way to capitalize on investment opportunities in the sector [1]

Group 1: Aerospace and Defense Companies - Shenjian Co., Ltd. has seen a stock increase for five consecutive days, focusing on aerospace-related molds, metal parts, composite materials, and Beidou satellite navigation system terminal products [2] - Aerospace Engineering has experienced a stock rise for four days, being the only listed company under the Rocket Technology Research Institute of the Aerospace Science and Technology Corporation, specializing in gasification technology and key equipment [2] - Daye Co., Ltd. is investing in a joint venture that focuses on aerospace power systems and specialized pressure vessels, while also developing humanoid robot dexterous hands [2] - Zhongchao Holdings is a comprehensive cable supplier, providing high-temperature alloy precision castings for aerospace applications [2] - Boyun New Materials has developed carbon/carbon throat lining materials for the Kuaizhou series of commercial solid rockets, establishing itself as a core research base for solid rocket engine composite materials [2] Group 2: Satellite and Communication Technologies - Xinguang Yuda is engaged in information perception, satellite communication, and unmanned systems, reporting a net profit increase of 260% year-on-year in its third-quarter report [2] - Ruihua Tai has participated in multiple aerospace military projects, including the manned space station and launch vehicles, and is developing PI films to enhance the lifespan of satellites and spacecraft [3] - Guojiji Precision Engineering is a leading company in the aerospace bearing sector, having provided bearings for major projects like Chang'e and Long March rockets [3] - China Satellite is a leading domestic satellite manufacturer and a major provider for the Beidou system [3] Group 3: Emerging Technologies and Innovations - Jun Da Co., Ltd. has formed a strategic partnership with Shangyi Optoelectronics to explore the application of perovskite battery technology in space energy [3] - Tian Tong Co., Ltd. showcased its commercial satellite digital batch electrical assembly technology at a national conference, contributing to the supply chain of the aerospace information industry [6] - Yingli Automotive focuses on lightweight automotive components, including dashboard frames and EV battery housings, leveraging its Taiwanese background [5] Group 4: Investment and Expansion Plans - Jiufeng Energy is expanding its special fuel and gas supply project at the Hainan commercial space launch site, with an estimated total investment of approximately 300 million yuan [2] - Nanjing Panda's new satellite communication terminal project includes both hardware and software, supporting satellite communication between terminals [3] - The company has signed a strategic cooperation agreement with Galaxy Aerospace to enter the commercial aerospace sector [6]