记者丨黎雨桐 编辑丨金珊 12月8日，A股市场早盘震荡反弹，截至早盘收盘，沪指涨0.62%，深成指涨1.55%，创业板指涨3.02%。沪深两市半日成交额1.30万亿，较上个 交易日放量3025亿。全市场超3500只个股上涨。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3927.19 | 13351.47 | 1428.30 | | +24.39 +0.62% +203.80 +1.55% +19.96 +1.42% | | | | 科别20 | 创业板指 | 万得全A | | 1348.31 | 3203.06 | 6320.41 | | +22.21 +1.67% +93.77 +3.02% | | +69.77 +1.12% | | 沪深300 | 中证500 | 中证A500 | | 4632.29 | 7168.66 | 5570.34 | | +47.75 +1.04% +70.83 +1.00% +56.59 +1.03% | | | | 中证1000 | 深证100 | 中证红利 | | 7419.39 | 5889.14 | 5531.62 | ...

商业航天概念8日盘中再度活跃，截至发稿，飞沃科技涨超18%续创新高，广联航空、长光华芯、光库 科技等涨超10%，天箭科技、航天动力、航天科技等连续两日涨停。 行业方面，近期，国家航天局正式设立商业航天司，标志着我国商业航天产业迎来了首个专职的监管机 构。目前，我国商业航天企业数量已超过600家。商业航天司的核心使命是在确保安全可控的前提下， 逐步释放商业航天的巨大发展潜力。此外，国家航天局近日印发《国家航天局推进商业航天高质量安全 发展行动计划（2025—2027年）》，提出到2027年，商业航天产业生态高效协同，科研生产安全有序， 产业规模显著壮大，创新创造活力显著增强，资源能力实现统筹建设和高效利用，行业治理能力显著提 升，基本实现商业航天高质量发展。 机构表示，展望未来，商业航天产业有望成为国家"十五五"规划的重点发展方向之一。随着监管体系的 逐步完善和扶持政策的持续加码，整个商业航天产业链都将迎来系统性的发展机遇。 ...

Market Overview - On December 8, the A-share market showed a strong upward trend, with the ChiNext Index rising over 1% at one point [1] - Major indices such as the Shanghai Composite Index and Shenzhen Component Index experienced slight increases of 0.10% and 0.37% respectively [2] Sector Performance - The brokerage sector saw significant gains, with stocks like Industrial Securities hitting the daily limit, and others like Ruida Futures and Northeast Securities also performing well [5] - The commercial aerospace sector continued its strong performance, with companies like Tianjian Technology and Aerospace Science and Technology reaching their daily limits [7] Index and Stock Data - The Shanghai Composite Index closed at 3906.70, up 3.89 points; the Shenzhen Component Index closed at 13196.83, up 49.15 points; and the ChiNext Index closed at 3138.25, up 28.95 points [2] - Notable stock performances included: - Industrial Securities: 7.92, +10.00%, market cap 68.4 billion, YTD +28.39% [6] - Ruida Futures: 29.38, +10.00%, market cap 13.1 billion, YTD +108.53% [6] - Northeast Securities: 10.04, +8.78%, market cap 23.5 billion, YTD +29.75% [6] Policy and Regulatory Developments - The China Securities Regulatory Commission (CSRC) emphasized strengthening classified regulation and optimizing evaluation indicators for quality institutions, which may enhance capital utilization efficiency [6] - The National Space Administration issued a plan to support commercial entities in participating in national research projects, aiming to create a dual-driven development model of "market + government" for the commercial aerospace industry [9]

Market Overview - On December 8, the A-share market showed a strong upward trend, with the ChiNext Index rising over 1% at one point [2] - The brokerage sector experienced a significant surge, with notable performances from commercial aerospace stocks, while energy equipment, coal, and precious metals sectors faced declines [2][4] Brokerage Sector Performance - The brokerage sector saw substantial gains, with stocks like Industrial Securities hitting the daily limit, and Ruida Futures achieving consecutive gains [4] - Key brokerage stocks and their performance include: - Zhengzhou Securities: Current price 7.92, up 10.00%, market cap 68.417 billion, YTD change 28.39% [5] - Ruida Futures: Current price 29.38, up 10.00%, market cap 13.1 billion, YTD change 108.53% [5] - Northeast Securities: Current price 10.04, up 8.78%, market cap 23.5 billion, YTD change 29.75% [5] - Huatai Securities: Current price 23.08, up 5.87%, market cap 202.7 billion, YTD change 33.47% [5] Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with stocks like Tianjian Technology and Aerospace Science and Technology hitting the daily limit [7] - Key commercial aerospace stocks and their performance include: - Tianjian Technology: Current price 44.41, up 10.01%, market cap 5.3 billion, YTD change 63.96% [8] - Aerospace Science and Technology: Current price 23.35, up 9.99%, market cap 18.6 billion, YTD change 112.85% [8] - Aerospace Power: Current price 31.04, up 9.99%, market cap 19.8 billion, YTD change 195.62% [8] Regulatory Developments - The Chairman of the China Securities Regulatory Commission, Wu Qing, announced on December 6 that the regulatory body will enhance classified supervision, optimize evaluation indicators for quality institutions, and expand capital space and leverage limits [6] - This regulatory approach aims to improve capital utilization efficiency within the brokerage sector [6] Policy Support for Commercial Aerospace - The China National Space Administration has issued a plan to promote high-quality and safe development in commercial aerospace from 2025 to 2027, encouraging private sector participation in national research projects [9] - This policy is expected to enhance launch approval efficiency and strengthen resource coordination, creating systemic development opportunities in rocket launches, satellite manufacturing, and application services [9]

商业航天我是完美错过的，因为我的体系排斥纯概念炒作，这个题材中我找不到业绩突出的领涨股，而领涨的都是长期亏损。 商业航天概念板块有321只股票（为啥这么多？全市接近十分之一的公司都在搞商业航天？），大致翻了一下，涨得比较好的应该是航天发展和航天动力 吧，而这两只票在启动阶段润度和强度共振也最为完美，尤其是航天动力： 新易盛和中际旭创当时启动阶段也是这样： 润度主要应用在一个长期的底部向上爬升阶段，对启动点潜力评估有指导意义。 有位同学在留言区讲了把它加入选股器条件的体会。 ...

Market Overview - The A-share market showed a strong upward trend on December 8, with the ChiNext Index rising over 1% at one point [3] - Major indices such as the Shanghai Composite Index and Shenzhen Component Index experienced slight increases, with the Shanghai Composite Index at 3906.70 (+0.10%) and the Shenzhen Component Index at 13196.83 (+0.37%) [4] Sector Performance - The brokerage sector saw a significant surge, with notable stocks like Industrial Securities hitting the daily limit, and others like Northeast Securities and Huatai Securities also performing well [8] - The commercial aerospace sector continued its strong performance, with stocks such as Tianjian Technology and Aerospace Science and Technology reaching their daily limits [11] Brokerage Sector Details - Key stocks in the brokerage sector included: - Zhengzhou Yaqian: 7.92 (+10.00%) - Ruida Futures: 29.38 (+10.00%) - Northeast Securities: 10.04 (+8.78%) - Huatai Securities: 23.08 (+5.87%) [9] - The total trading volume for the brokerage sector was significant, with a total market capitalization for Huatai Securities reaching 202.7 billion, reflecting a year-to-date increase of 33.47% [9] Commercial Aerospace Sector Insights - The commercial aerospace sector is benefiting from government support, with the National Space Administration issuing a plan to promote high-quality development in commercial aerospace from 2025 to 2027 [13] - Stocks such as Tianyin Electromechanical and Aerospace Power saw substantial gains, with Tianyin Electromechanical increasing by 13.89% [12] - The sector is expected to experience systematic development opportunities in rocket launches, satellite manufacturing, and application services due to improved efficiency in launch approvals and resource coordination [13]

Core Viewpoint - The commercial aerospace sector is experiencing significant growth, with multiple stocks reaching their daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - Shunhao Co. has achieved a remarkable performance with a 10% increase, marking its seventh consecutive trading day of gains [1]. - Other notable stocks include Hongxiang Co. (+19.98%), Tianli Composite (+18.78%), and Yinbang Co. (+16.71%), all showing substantial price increases [2]. - Nearly ten stocks, including Dahua Intelligent, Longzhou Co., and Tongyu Communication, have also hit their daily limit up, reflecting a broad rally in the sector [1][2]. Group 2: ETF Performance - The Aviation ETF (159392) rose by 1.91% with a trading volume of 3.48 million yuan, indicating positive market sentiment [3]. - The Aerospace ETF (159227) saw a more significant increase of 2.65%, with a trading volume of 111 million yuan, further highlighting investor confidence in the aerospace sector [3][4].

Group 1 - The core viewpoint of the article highlights the recent surge in the stock price of Aerospace Power, which has achieved two consecutive trading limit ups, indicating strong market interest in the commercial aerospace sector [1] - Aerospace Power's stock reached a trading limit at 9:35 AM with a transaction volume of 1.426 billion yuan and a turnover rate of 7.39%, reflecting significant trading activity [1] - The company is primarily engaged in the research and production of pumps, pump systems, and hydraulic transmission systems, positioning it well within the growing commercial aerospace market [1] Group 2 - There is an expectation of state-owned enterprise reform associated with Aerospace Power, which has contributed to increased market attention and support for its stock performance [1] - The rising interest in the commercial aerospace concept in the market has provided a favorable environment for Aerospace Power's stock to maintain its upward momentum [1]

Group 1 - The total margin balance in A-shares is 24,816.76 billion yuan, a decrease of 21.94 billion yuan from the previous trading day, accounting for 2.57% of the A-share circulating market value [1][2] - The trading volume of margin financing and securities lending on that day was 1,794.53 billion yuan, an increase of 249.10 billion yuan from the previous trading day, representing 10.30% of the total A-share trading volume [1][2] Group 2 - Among the 31 primary industries in Shenwan, 11 industries experienced net financing inflows, with the computer industry leading with a net inflow of 999 million yuan [2] - Other industries with significant net financing inflows include defense and military, machinery and equipment, banking, non-banking financials, and agriculture, forestry, animal husbandry, and fishery [2] Group 3 - A total of 25 stocks had net financing inflows exceeding 100 million yuan, with Moer Thread leading at 1,701.21 million yuan [3][4] - Other notable stocks with high net financing inflows include Tianfu Communication, Guiding Compass, Dongfang Wealth, Shengtun Mining, Tonghuashun, Siling Co., International Composite Materials, Aerospace Power, and Industrial Securities [3][4]

今日（12月5日）A股市场收盘共80股涨停，剔除掉7只ST板块个股后73股涨停，21股封板未遂，整体封 板率为79.21%。 涨停战场： 龙洲股份封单资金约5亿元 据证券时报·数据宝统计，从收盘涨停板封单量来看，龙洲股份（002682）封单量最高，有63.49万手； 其次是瑞康医药（002589）、国机重装（601399）、茂硕电源（002660），涨停板封单量分别为42.36 万手、28.52万手、26.37万手。 龙头点睛： 航天板块多股涨停 1. 航天 涨停个股：天箭科技、超捷股份、航天科技、航天动力、航天发展等 天箭科技（002977）：公司始终密切关注全球航天技术前沿动态，并积极开展相关研究与技术储备。 超捷股份（301005）：公司商业航天业务的发展和国内商业航天行业发展息息相关。目前公司商业航天 业务进展顺利，已实现批量交付壳段、整流罩等火箭箭体结构件。 航天科技（000901）：公司航天应用领域部分技术能力可配套或服务于低轨通信卫星组网相关业务。 从连续涨停天数来看，太阳电缆（002300）、安记食品（603696）4连板，龙洲股份、瑞康医药、国机 重装、骏亚科技（603386）3连板，双星新 ...