（来源：淘金ETF） 国内少数能提供卫星互联网相控阵T/R芯片完整解决方案的企业，是微波毫米波射频集成电路领域的"隐 形冠军"。公司专注于GaN、GaAs和硅基工艺的相控阵T/R芯片研发生产，产品覆盖功率放大器、低噪 声放大器、模拟波束赋形芯片等核心品类，频率可覆盖L波段至W波段，广泛应用于星载、机载、舰载 等多场景相控阵雷达，在卫星互联网领域实现星载与地面芯片的全场景适配。凭借深厚的技术积累，其 星载相控阵T/R芯片已在某系列卫星中大规模应用，性能达到国际先进水平，同时研制的硅基毫米波模 拟波束赋形芯片已与多家科研院所及企业开展合作，助力卫星互联网元器件国产化。作为国家专精特 新"小巨人"企业，叠加国产替代、6G等热点概念，深度受益于卫星通信芯片需求放量与高端射频芯片 进口替代进程，是卫星互联网核心元器件领域的标杆企业。 5. 华力创通（300045） 卫星通信终端核心供应商，在天通卫星通信基带芯片领域掌握核心算法，是华为Mate60系列手机卫星 通信功能的关键合作方，直接受益于消费级卫星通信终端的普及浪潮。公司业务布局覆盖卫星通信、北 斗导航、仿真测试等多个领域，核心产品包括卫星通信模块、北斗导航终端、雷 ...

12月4日，沪指下跌0.06%，深成指上涨0.40%，创业板指上涨1.01%，沪深300指数上涨0.34%。可交易 A股中，上涨的有1455只，占比26.75%，下跌的3878只。 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 机械设备 | 0.90 | 29.11 | 煤炭 | -0.71 | -5.51 | | 家用电器 | 0.21 | 24.44 | 商贸零售 | -1.55 | -6.11 | | 国防军工 | 0.55 | 13.89 | 轻工制造 | -0.81 | -6.89 | | 汽车 | 0.28 | 3.62 | 社会服务 | -1.62 | -7.71 | | 建筑材料 | -0.63 | 3.51 | 计算机 | -0.14 | -9.73 | | 美容护理 | -1.89 | -1.06 | 农林牧渔 | -0.87 | -10.18 | | 公用事业 | -0.28 | -1.46 | 传媒 | -0.42 | -13.20 | | 环保 ...

(本文来自第一财经) 中国卫星拉升涨停，龙洲股份、泰尔股份、海昌新材、华伍股份、达华智能、四川金顶、龙溪股份等此 前封板，联建光电、招标股份涨超10%。 ...

两市全天特大单净流出76.86亿元，其中24股特大单净流入超2亿元，三花智控特大单净流入25.81亿元， 特大单净流入资金居首。 特大单净流入资金排名 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 002050 | 三花智控 | 44.79 | 7.51 | 25.81 | 家用电器 | | 000547 | 航天发展 | 18.70 | 8.72 | 11.21 | 国防军工 | | 600118 | 中国卫星 | 45.97 | 10.00 | 9.59 | 国防军工 | | 002031 | 巨轮智能 | 7.80 | 10.01 | 9.36 | 机械设备 | | 600879 | 航天电子 | 12.26 | 8.11 | 8.63 | 国防军工 | | 300394 | 天孚通信 | 187.12 | 7.88 | 7.97 | 通信 | | 600592 | 龙溪股份 | 27.38 | 10.00 | 6.32 | 机械设备 | | 688256 | 寒武纪-U | ...

资金流入比率方面，龙溪股份、日发精机、华伍股份等流入比率居前，主力资金净流入率分别为 67.50%、51.21%、29.73%。（数据宝） 大飞机概念资金流入榜 截至12月4日收盘，大飞机概念上涨0.59%，位居概念板块涨幅第10，板块内，72股上涨，华伍股份20% 涨停，龙溪股份、中国卫星、日发精机等涨停，飞沃科技、航天环宇、西菱动力等涨幅居前，分别上涨 19.58%、10.22%、5.84%。跌幅居前的有利君股份、雷科防务、银邦股份等，分别下跌5.49%、5.25%、 4.82%。 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（%） | | --- | --- | --- | --- | | 减速器 | 1.17 | 海南自贸区 | -3.35 | | 国家大基金持股 | 0.99 | 乳业 | -3.13 | | 同花顺新质50 | 0.98 | 中船系 | -2.42 | | 航空发动机 | 0.90 | 预制菜 | -2.36 | | 成飞概念 | 0.86 | 培育钻石 | -2.18 | | 同花顺出海50 | 0.82 | 啤酒概念 | -2.06 | | ...

截至12月4日收盘，商业航天概念上涨0.70%，位居概念板块涨幅第9，板块内，154股上涨，海昌新 材、华伍股份等20%涨停，达华智能、四川金顶、和而泰等涨停，飞沃科技、招标股份、航天环宇等涨 幅居前，分别上涨19.58%、13.62%、10.22%。跌幅居前的有银河电子、新雷能、利君股份等，分别下 跌8.28%、7.22%、5.49%。 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（%） | | --- | --- | --- | --- | | 减速器 | 1.17 | 海南自贸区 | -3.35 | | 国家大基金持股 | 0.99 | 乳业 | -3.13 | | 同花顺新质50 | 0.98 | 中船系 | -2.42 | | 航空发动机 | 0.90 | 预制菜 | -2.36 | | 成飞概念 | 0.86 | 培育钻石 | -2.18 | | 同花顺出海50 | 0.82 | 啤酒概念 | -2.06 | | 工业母机 | 0.79 | 人造肉 | -2.03 | | 人形机器人 | 0.78 | 网红经济 | -2.03 | | 商业航天 | 0.70 ...

Market Overview - The market experienced a rebound after a dip, with the ChiNext Index rising over 1%. Notable gains were seen in the robotics sector, with stocks like Dayfa Precision and Julun Intelligent hitting the daily limit. The commercial aerospace sector remained active, with companies like China Satellite and Aerospace Machinery also reaching their limits. However, the consumer sector declined, with companies like Tongqinglou hitting the limit down. Overall, nearly 3,900 stocks in the Shanghai and Shenzhen markets were in the red, with a total transaction volume of 1.56 trillion [1]. Key Highlights Robotics Sector - The robotics sector saw significant gains, with companies like Ruineng Technology and Junya Technology hitting the daily limit. The sector's strength was bolstered by reports of U.S. Commerce Secretary Raimondo's meetings with robotics CEOs, indicating strong governmental support for the industry. This follows a trend where robotics is becoming a key competitive area globally, similar to artificial intelligence. Overnight, U.S. stocks in the robotics sector surged, with iRobot up nearly 74% and Tesla rising about 4.1% [4][5]. - Goldman Sachs noted that the U.S. needs substantial investment to catch up in the robotics sector, with financing expected to reach $2.3 billion by 2025, doubling from the previous year. The global humanoid robot market is projected to reach $38 billion by 2035 [6]. - Citibank highlighted that leading manufacturers are accelerating production, predicting a significant increase in global humanoid robot capacity by 2026, with Chinese supply chain companies expected to see their revenues more than double [6]. Aerospace Sector - The aerospace sector continued its strong performance, with Aerospace Machinery hitting the limit up for the second consecutive day. Other companies like Sichuan Jinding and Dongzhu Ecology also reached their limits. Notably, the successful launch of the Zhuque-3 rocket marked a significant milestone in commercial aerospace [7][8]. - OpenAI's founder has expressed interest in building data centers in space, indicating a potential collaboration with a rocket company. This aligns with the growing trend of tech giants exploring space as a new frontier for data processing [7][9]. Domestic Chip Sector - The domestic chip sector showed positive performance, with stocks like Xinjing Road and Lianmei Holdings hitting the daily limit. The upcoming listing of Moore Threads on the Shanghai Stock Exchange is anticipated to further boost the sector [10][11]. Other Notable Trends - The Fujian Free Trade Zone and consumer sectors showed localized activity, while sectors like AI mobile and aquaculture faced declines [12].

Core Viewpoint - The commercial aerospace sector is experiencing significant activity, driven by the successful launch of the Zhuque-3 rocket, which is expected to accelerate the development of satellite internet and commercial space initiatives in China [2][6][10]. Group 1: Market Activity - On December 4, commercial aerospace stocks saw a collective surge, with over 10 stocks, including China Satellite and Haichang New Materials, hitting the daily limit or rising over 10% [2][4]. - Notable stocks included Longzhou Co., Huarui Co., and others, with some stocks like Feiwo Technology and Zhaobiao Co. seeing increases of nearly 20% and 18%, respectively [4]. Group 2: Zhuque-3 Rocket Launch - The Zhuque-3 rocket successfully completed its flight mission on December 3, entering the designated orbit, although it did not achieve the planned recovery of the first stage [6][9]. - This launch marked several domestic firsts, including the first orbital flight of a reusable liquid oxygen-methane rocket and the integration of a nine-engine parallel liquid oxygen-methane propulsion system [6][9]. Group 3: Industry Development Outlook - Analysts predict that the successful launch of Zhuque-3 will accelerate the progress of the Tianfan satellite constellation network, with expectations for rapid development in China's commercial aerospace sector [7][10]. - The commercial aerospace industry is expected to see a compound annual growth rate of 82% in rocket capacity and 95% in satellite manufacturing over the next five years, driven by the demand for low-orbit satellite constellations [10]. Group 4: Policy Support - The Chinese government is increasingly supporting the commercial aerospace sector, with initiatives included in the 14th Five-Year Plan, emphasizing the importance of building a strong aerospace industry [10][11]. - The establishment of a commercial aerospace department by the National Space Administration indicates a commitment to integrating commercial aerospace into the national development framework [10].

（文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300946 | 恒而达 | 20.01 | 16.57 | 51.18 | 58.60 | 14.50 | | 301510 | 固高科 技 | 19.99 | 23.81 | 36.01 | 40.58 | 12.70 | | 300250 | 初灵信 息 | 20.00 | 35.23 | 28.53 | 31.86 | 11.66 | | 920100 | 三协电 机 | 17.59 | 39.13 | 61.04 | 68.07 | 11.52 | | 300885 | 海昌新 材 | 19.99 | 18.66 | 22.96 | 25.57 | 11.35 | | 300867 | 圣元环 保 | 12.51 | 20.01 | 22.77 | 24.73 | 8.63 | | 688319 | 欧林生 ...

Core Viewpoint - The commercial aerospace concept stocks are experiencing significant activity, driven by the successful launch of the Zhuque-3 reusable rocket, which is expected to accelerate the development of China's commercial space industry [1][9]. Group 1: Stock Market Activity - On December 4, multiple commercial aerospace stocks surged, with over ten stocks, including China Satellite and Haichang New Materials, hitting the daily limit or rising over 10% [1][3]. - Notable stocks included Longzhou Co., Huarun Co., and others, with some stocks like Feiwo Technology and Zhaobiao Co. seeing increases of nearly 20% and 18%, respectively [3]. Group 2: Zhuque-3 Rocket Launch - The Zhuque-3 rocket successfully completed its mission on December 3, entering the designated orbit, although it did not achieve the goal of recovering the first stage [5][6]. - This launch marked several domestic firsts, including the first orbital flight of a reusable liquid oxygen-methane rocket and the first application of a nine-engine parallel liquid oxygen-methane propulsion system [5][9]. Group 3: Industry Development Outlook - Analysts believe that the successful launch of Zhuque-3 will lead to rapid advancements in China's commercial aerospace sector, with expectations for significant cost reductions in satellite launches by 2028 [9][10]. - The satellite internet industry is projected to maintain a compound annual growth rate of over 80% during the 14th Five-Year Plan period, with a potential market for rocket capacity and satellite manufacturing reaching 1.011 trillion yuan and 2.074 trillion yuan, respectively [10].