Group 1 - The market opened strong on the first trading day of 2026, with the ChiNext Index rising over 1.00% and the Shanghai Composite Index increasing by 0.45%, reaching a high of 3994.77 points during the session [1] - Sectors such as brain-computer interfaces, oil and gas, precious metals, and commercial aerospace showed significant gains, with nearly 3400 stocks in the Shanghai and Shenzhen markets rising [1] - Precious metals and gaming sectors led the gains, while the commercial aerospace concept stocks opened high, with companies like Goldwind Technology and Aerospace Science & Industry Corporation hitting the daily limit [3] Group 2 - Blue Arrow Aerospace's IPO was accepted, aiming to become the "first commercial rocket stock," with plans to raise 7.5 billion yuan for projects related to reusable rocket capacity and technology enhancement [4] - Market sentiment was reflected in stocks like Fenglong Co., which hit the daily limit for the sixth time, and other commercial aerospace stocks such as Shenkong Co. and China Satellite, which opened significantly higher [7] - Other sectors like robotics and digital currency also saw varied performances, with some stocks opening lower despite the overall market strength [7]

（文章来源：每日经济新闻） 每经AI快讯，1月5日，早盘商业航天概念大面积高开，金风科技、雷科防务、联创光电等多股涨停， 久之洋、北斗星通、中国卫星、顺灏股份等高开超5%。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600363 证券简称：联创光电 编号：2025-101 江西联创光电科技股份有限公司 关于选举第九届董事会职工董事的 特此公告。 江西联创光电科技股份有限公司董事会 二〇二六年一月一日 邓惠霞，女，1975年8月出生，中国国籍，无境外永久居留权，经济学硕士，工商管理学士，社会学学 士学历，曾先后任职于广东广之旅集团股份有限公司、广东恒捷投资集团有限公司、中信证券股份有限 公司、国融证券股份有限公司。2021年12月至2025年4月任江西联创光电科技股份有限公司董事会秘 书；2024年8月起任江西聚变新能源有限责任公司董事；2025年4月起任江西联创光电科技股份有限公司 副总裁；2025年5月起任江西联创光电科技股份有限公司董事。 截至本公告披露日，邓惠霞女士持有公司192,000股股份，与公司控股股东、实际控制人、持股5%以上 股份的股东及公司董事、高级管理人员不存在关联关系。未受到中国证监会及其他有关部门的处罚和证 券交易所任何惩戒，不存在《公司法》和《公司章程》规定的不得担任公司职工董事的情形，亦不是失 信被执行人，符合有关法律、行政法规、部门 ...

争 匆 - 联创光电中标资阳商业航天发射技术研究院项目,合同金额 1,960万元, ● 标志着其商业航天电磁发射技术首个工程化订单成功交付,为未来批量化 订单积累经验,公司正积极准备产能以应对潜在的大规模需求。 可控核聚变被视为终极能源,2025年被认为是资本开支元年,联创光电 ● 基于超导磁体产品进行前瞻布局。2025年11月该领域招标额激增至 40 亿元,预示未来成都、南昌、上海等地将加大投入,为联创光电带来市场 机会。 可控核聚变核心投资逻辑在于其技术和市场潜力。联创光电在托卡马克装 ● 置中高温超导磁体设计和生产具备优势,价值量占比约 40%。参与南昌星 火 1 号反应堆项目,预计启动局将带来约 50 亿元订单。 联创光电在激光反无人机领域取得进展,"光刃一代"和"光刃二代"已 完成设计、研编和验收，主要用于短距离打击无人机，随着下游需求损害人。" 产品凝影搬家，主要用于短距离打击无人机，随着下游需求损需求损害骗小】 shuimu2026 bet 产品逐步成熟并具备广阔市场前景。 行研报 ： 方面,智能控制产品和背光源业务通过调整业务结构,提升管理能力,改 善盈利能力。2025年前三季度,公司毛利率达 ...

Group 1 - In 2025, China is expected to achieve a record high of 92 space launches, marking a significant milestone in its aerospace industry [1][2] - The aerospace industry in China is characterized by increased launch frequency, active participation of private rocket companies, and high levels of capital involvement, indicating a new phase of high-quality development towards becoming a space power [1][2] - State-owned enterprises play a crucial role in leading the industry, with companies like Aerospace Science and Technology Corporation and Guizhou Aerospace Electric Co., Ltd. providing essential components and technologies for space missions [1][2] Group 2 - Private companies are filling niche markets, with firms like Wuxi Parker New Material Co., Ltd. and Jiangxi Lianchuang Optoelectronics Co., Ltd. making significant technological advancements in aerospace components and superconducting technologies [2] - The year 2026 is anticipated to continue the trend of high-frequency launches, with a focus on rocket recovery technologies, which may accelerate the growth of private aerospace enterprises [2] - The capital market is opening up for commercial aerospace companies, with new regulations allowing quality commercial rocket firms to list on the Sci-Tech Innovation Board, enhancing funding opportunities for the sector [3]

Core Viewpoint - Lianchuang Optoelectronics experienced a significant stock surge following the successful delivery and acceptance of a major project in the commercial aerospace electromagnetic launch sector, marking a critical transition from technology development to market delivery [1]. Industry Overview - Electromagnetic launch technology utilizes electromagnetic force to accelerate objects to ultra-high speeds, offering advantages such as higher initial velocity (over 3000 m/s), high precision, and low energy consumption, making it particularly suitable for commercial aerospace applications [3]. - The global market for military electromagnetic launch systems is projected to grow at an annual rate of 15%, exceeding $20 billion by 2030, with China expected to capture over 30% of this market share [4]. - In the commercial aerospace sector, traditional rocket launch costs range from $2,000 to $5,000 per kilogram, while electromagnetic launch technology could reduce this cost to as low as $500 per kilogram, representing a potential 90% decrease in launch costs [4]. Company Developments - Lianchuang Optoelectronics has officially entered the commercial aerospace electromagnetic launch field by establishing a joint venture for the operation of a commercial aerospace industry company [6]. - Other companies involved in the electromagnetic launch technology include Xiangdian Co., which has achieved a 100% market share in special equipment applications, and Wangzi New Materials, whose film capacitors are critical components in electromagnetic launch energy storage systems [6][7]. Market Dynamics - The global commercial aerospace launch market is expected to maintain high growth, with projections indicating it will exceed several hundred billion yuan by 2030, with electromagnetic launch technology likely to dominate this market [5]. - A total of 17 stocks related to electromagnetic launch technology have been identified, with significant institutional interest in companies like Aerospace Electronics and Guorui Technology [7].

Core Insights - Lianchuang Superconductor has successfully completed the delivery and customer acceptance of a major project related to "high-power low-temperature refrigeration systems and model superconducting magnets," marking a significant milestone in commercial aerospace electromagnetic launch technology [2] - The electromagnetic launch technology is expected to revolutionize the aerospace industry by significantly reducing launch costs and increasing launch frequency, with potential cost reductions from traditional rocket launch costs of $2,000-$5,000 per kilogram to as low as $500 per kilogram [3][4] - The global market for military electromagnetic launch systems is projected to grow at an annual rate of 15%, reaching over $20 billion by 2030, with China expected to capture more than 30% of this market [3][4] Industry Overview - The electromagnetic launch technology utilizes electromagnetic force to accelerate objects to high speeds, offering advantages such as higher initial velocity (over 3000 m/s), high precision control, and lower energy consumption, making it particularly suitable for commercial aerospace applications [3] - The global commercial aerospace launch market is anticipated to exceed several hundred billion yuan by 2030, with electromagnetic launch technology expected to play a dominant role [4] - The industry is witnessing a shift from "catching up" to "leading" in certain areas, with significant advancements in defense equipment modernization, high-speed transportation systems, and aerospace launch technologies [4] Company Developments - Lianchuang Optoelectronics has entered the commercial aerospace electromagnetic launch sector by establishing a joint venture with various partners, indicating a strategic move into this high-growth area [5] - Xiangdian Co., which specializes in electromagnetic launch technology, has achieved a 100% market share in special equipment applications, highlighting its strong position in the defense sector [5] - Wangzi New Materials' film capacitors are identified as core components in electromagnetic launch energy storage systems, indicating the company's involvement in cutting-edge energy technology [6]

Core Viewpoint - The recent advancements in electromagnetic launch technology signify a major technological leap, with the potential to create a new market worth hundreds of billions, particularly in commercial aerospace and military applications [1][3]. Group 1: Company Developments - Jiangxi Lianchuang Superconductor has successfully completed the delivery of a "high-power low-temperature refrigeration system and model superconducting magnet service project," marking its first engineering order in commercial aerospace electromagnetic launch [2][3]. - Lianchuang Optoelectronics experienced a significant stock surge, reaching a limit up within a minute, reflecting investor confidence following the successful project delivery [2]. Group 2: Market Potential - The global electromagnetic launch technology market is expected to grow significantly, with military applications projected to reach over $20 billion by 2030, growing at an annual rate of 15%, with China expected to capture over 30% of this market [3][4]. - In commercial aerospace, traditional rocket launch costs range from $2,000 to $5,000 per kilogram, while electromagnetic launch technology could reduce this cost to as low as $500 per kilogram, representing a potential 90% cost reduction [3][4]. Group 3: Industry Insights - The electromagnetic launch technology is seen as a critical advancement following mechanical and chemical energy launches, with China making significant strides in this field through independent innovation [4][5]. - The commercial aerospace launch market is projected to exceed several hundred billion yuan by 2030, with electromagnetic launch technology likely to play a dominant role [4][5]. Group 4: Key Stocks and Investment Opportunities - The supply chain for electromagnetic launch technology includes high-temperature superconducting materials, special alloy materials, and electronic components, with key players identified in the industry [5][6]. - Notable companies in the electromagnetic launch sector include Xiangdian Co., which has a 100% market share in special equipment applications, and Wangzi New Materials, which provides essential components for electromagnetic launch systems [6][5]. - A total of 17 stocks related to electromagnetic launch technology have been identified, with significant institutional interest in companies like Aerospace Electronics and Guorui Technology [6].

Group 1 - The core point of the news is that Lianchuang Optoelectronics (600363) experienced a significant stock price surge after the successful delivery and acceptance of a project related to high-power low-temperature refrigeration systems and superconducting magnets for commercial aerospace applications, marking a key milestone in the company's transition from technology development to market delivery [1] - Lianchuang Superconducting, a joint venture between Jiangxi Electronics Group and Lianchuang Optoelectronics, has completed its first engineering order in the field of commercial aerospace electromagnetic launch, indicating a full process from design to manufacturing and delivery [1] - The electromagnetic launch industry has a growing market, particularly in the military sector, with a projected annual growth rate of 15% over the next decade, potentially exceeding $20 billion by 2030, with China expected to capture over 30% of this market share [1] Group 2 - A total of 17 stocks related to the electromagnetic launch concept have been identified, with notable institutional interest in stocks like Aerospace Electronics and Guorui Technology, which have received ratings from over ten institutions [2] - Among the stocks, China Shipbuilding and AVIC Shenyang Aircraft Company have market capitalizations exceeding 100 billion yuan, while Shengye Electric has a market cap of less than 2.5 billion yuan [2] - Shengye Electric is involved in a key research project focused on high-energy density nanocomposite materials and pulse energy storage devices, which are applicable in various systems including electromagnetic launch [2]

Core Insights - The communication cable industry in China is experiencing steady growth driven by the increasing demand for 5G networks, gigabit optical networks, and the development of the "dual-gigabit" network [1][12] - The market size of China's communication cable industry is projected to grow from 794.8 billion yuan in 2018 to 1200 billion yuan by 2025, with a compound annual growth rate (CAGR) of 5% [1][13] Industry Overview - Communication cables are essential for transmitting telecommunication signals and are categorized into various types based on their structure and application [4] - The industry is supported by government policies aimed at promoting the development of communication cables, including initiatives for advanced technology applications [4][5] Market Demand - As of October 2025, the total number of fixed internet broadband users in China is expected to reach 697 million, with a net increase of 27.01 million users from 2024 [1] - The number of mobile IoT terminal users is projected to reach 2.89 billion, reflecting a net increase of 23.4 million users from 2024 [1] Industry Growth Factors - The exponential growth in data traffic due to the increasing number of internet users and the proliferation of mobile internet is driving the demand for communication infrastructure and cables [1] - The large-scale commercialization of 5G technology requires a vast amount of communication cables to support dense base station construction and extensive network deployment [1] Application Areas - The traditional communication sector remains dominant, accounting for 58.5% of total revenue, while high-speed communication devices are expected to capture 14.8% of the market by 2024 [10] - Emerging applications in smart manufacturing, smart cities, and the Internet of Things (IoT) are expanding the use of communication cables in diverse scenarios [1][10] Industry Structure - The communication cable industry features a competitive landscape with a mix of leading national enterprises and numerous small to medium-sized companies focusing on niche markets [13] - Key players in the industry include companies like Walden Materials, Wanma Co., Hengtong Optic-electric, and Tongding Interconnection Information [2][13] Future Trends - The industry is expected to evolve towards higher speeds, integration of functionalities, and sustainability, with a focus on developing multi-functional cables that can handle data transmission, power supply, and sensing [15][16][18] - The shift towards green practices will involve the use of eco-friendly materials and the establishment of efficient recycling systems throughout the cable lifecycle [18]