消息面上，星河动力航天宣布将于近期择机实施"谷神星一号海射型（遥七）"商业运载火箭发射任务。有分析 表示，谷神星一号是星河动力航天自主研制的商业小型固体运载火箭。作为民营航天领域的中坚力量，此次任 务若顺利实施，星河动力航天有望成为2026年首家完成发射的民营航天企业，为中国民营航天产业的新年发展 注入强劲动力。 航空航天概念股走强，光启技术、航天电子涨停，中航成飞涨超6%，中国卫星、中航高科涨超5%。 受盘面影响，航空航天相关ETF涨约6%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 159241 | 航空航天ETF天弘 1.621 | | 0.094 | 6.16% | | 159267 | 航天ETF | 1.360 | 0.076 | 5.92% | | 159227 | 航空航天ETF | 1.589 | 0.088 | 5.86% | | 159208 | 航天航空ETF | 1.628 | 0.088 | 5.71% | 有券商认为，伴随着太空算力建设需求拉动和可回收运载火箭技术逐步成熟，中国商业航天有望迎来成 ...

（文章来源：每日经济新闻） 每经AI快讯，1月9日，中航系指数强势拉升，航发科技、中航机载、天虹股份涨超3%，中航沈飞、中 航西飞涨超2%。 ...

| 002179 | 中航光 | 3.83 | 4.57 | 10048.07 | 2.76 | | --- | --- | --- | --- | --- | --- | | | 电 | | | | | | 600118 | 中国卫 | 1.77 | 12.33 | 9890.51 | 0.67 | | | 星 | | | | | | 600764 | 中国海 防 | 4.89 | 3.82 | 9291.89 | 11.78 | | 600765 | 中航重 机 | 4.87 | 6.61 | 9180.64 | 4.53 | | 600893 | 航发动 力 | 2.72 | 2.44 | 6776.57 | 2.40 | | | 航发控 | | | | | | 000738 | 制 | 3.76 | 4.47 | 5558.18 | 4.17 | | 300101 | 振芯科 技 | -0.31 | 10.16 | 5434.52 | 3.33 | | 300600 | 国瑞科 | 7.13 | 8.64 | 4355.15 | 10.96 | | | 技 | | | | | | 600990 | 四 ...

Group 1 - The aircraft carrier industry sector is showing strong performance, with stocks such as Beidou Star Communication, North Navigation, AVIC Aircraft, and Aero Engine Technology leading in gains [1] - Notable stocks in the sector have experienced significant increases in their share prices [1] - The overall market sentiment appears to be positive towards the aircraft carrier industry at this time [1]

证券日报网讯1月7日，航发科技（600391）在互动平台回答投资者提问时表示，公司股东人数以2025年 10月30日在上海证券交易所最新披露的2025年三季度报告为准。 ...

截至2026年1月6日收盘，航空航天ETF天弘(159241)午后大幅拉升，盘中交易价格再创上市以来新高，换手20.17%，成交1.20亿 元，市场交投活跃。跟踪的国证航天航空行业指数(CN5082)强势上涨3.56%，成分股航天电子(600879)上涨10.02%，北方导航 (600435)上涨10.01%，中航西飞(000768)上涨10.00%，航发科技(600391)，中国卫星(600118)等个股跟涨。 截至1月6日，航空航天ETF天弘(159241)近2周规模增长891.13万元，实现显著增长。 【产品亮点】 航空航天ETF天弘(159241)跟踪国证航天指数，申万一级行业，国防军工权重占比高达96.2%，是全市场军工含量最高的指数， 前十大重仓股涵盖了中航成飞、中航沈飞、中航西飞、航发动力等战斗机核心供应商，一键打包歼击机龙头。 【热点事件】 【机构观点】 2025年我国航天科技集团完成73次宇航发射任务，创历史新高，蓝箭航天科创板IPO获受理，拟融资75亿元，星际荣耀可重复 使用火箭关键部件试验取得成功。广发证券认为，商业航天正进入技术迭代与产业落地双轮驱动的新阶段，政策端持续加码， 上海出台 ...

Investment Rating - The report maintains a positive outlook on the civil aviation manufacturing industry, indicating it will become a significant growth area for China's aerospace manufacturing sector [1][5]. Core Insights - The civil aviation manufacturing sector is expected to mirror the success of the U.S. aerospace industry, where commercial aircraft manufacturing is a major source of revenue and profit for companies like Boeing and GE Aviation [2][55]. - The C919 aircraft is set to lead the development of China's civil aviation manufacturing industry, with a production capacity expected to reach 200 units per year by 2029 [3][56]. - The aftermarket for civil aviation in China is projected to be vast, with the country potentially becoming the largest single aviation market globally by 2044 [4][5]. Summary by Sections Civil Aviation Manufacturing Growth - Civil aviation manufacturing in China is anticipated to grow significantly, driven by the C919's commercial operations and the development of a domestic supply chain [1][5]. - The report highlights that the domestic aviation manufacturing industry is beginning to catch up, with a focus on increasing the localization rate of components [3][4]. C919 Aircraft Development - The C919 aircraft, with over 1,000 orders, is expected to enhance production and delivery capabilities, marking a significant milestone in China's aviation history [3][56]. - The aircraft's production model involves a high degree of localization, with over 50% of its components sourced domestically [3][56]. Aftermarket Opportunities - The civil aviation aftermarket in China is projected to expand, with an increase in the number of approved civil aviation products and components [4][5]. - The report notes that the penetration of domestic materials is expected to rise, helping airlines reduce procurement costs and improve supply chain reliability [4][5]. Investment Opportunities - The report suggests focusing on investment opportunities within the civil aviation manufacturing supply chain, including companies involved in aircraft body manufacturing, materials, engines, and onboard equipment [5]. - Key companies mentioned include AVIC Xi'an Aircraft Industry, AVIC Harbin Aircraft Industry, and various suppliers of materials and components [5].

截至12月31日收盘，国产航母概念上涨1.99%，位居概念板块涨幅第8，板块内，27股上涨，北斗星 通、中国卫星、航发科技等涨停，银邦股份、宝钛股份、星辰科技等涨幅居前，分别上涨6.38%、 6.25%、5.72%。跌幅居前的有博威合金、亚星锚链、*ST宝实等，分别下跌2.24%、1.06%、0.89%。 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（%） | | --- | --- | --- | --- | | 小红书概念 | 2.88 | 硅能源 | -1.03 | | 快手概念 | 2.49 | 有机硅概念 | -0.99 | | 中船系 | 2.30 | 液冷服务器 | -0.98 | | 中韩自贸区 | 2.25 | 钠离子电池 | -0.86 | | 军工信息化 | 2.22 | 福建自贸区 | -0.84 | | 智谱AI | 2.20 | 环氧丙烷 | -0.77 | | AI语料 | 2.00 | 高压快充 | -0.77 | | 国产航母 | 1.99 | 宁德时代概念 | -0.75 | | Sora概念(文生视频) | 1.97 | PEEK材料 ...

证券之星消息，12月31日航空装备板块较上一交易日上涨0.57%，爱乐达领涨。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。航空装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300696 | 爰乐达 | 31.91 | 11.61% | 46.99万 | | 15.52亿 | | 300900 | 广联航空 | 39.07 | 10.62% | 85.20万 | | 32.73亿 | | 600391 | 航发科技 | 37.10 | 9.99% | 39.79万 | | 14.16亿 | | 300777 | 中简科技 | 40.80 | 5.18% | 60.49万 | | 24.35 亿 | | 301586 | 佳力奇 | 50.16 | 4.50% | 3.26万 | | 1.61亿 | | 688237 | 超卓航科 | 48.75 | 3.02% | 1.66万 | | 7961.62 ...

航空发动机概念资金流入榜 截至12月29日收盘，航空发动机概念上涨1.65%，位居概念板块涨幅第5，板块内，54股上涨，航天环 宇20%涨停，中超控股、海格通信、派克新材等涨停，超捷股份、银邦股份、航宇科技等涨幅居前，分 别上涨16.35%、14.18%、8.42%。跌幅居前的有航发科技、*ST新研、万泽股份等，分别下跌4.02%、 3.34%、2.85%。 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（%） | | --- | --- | --- | --- | | PEEK材料 | 3.23 | 乳业 | -1.90 | | 碳纤维 | 2.52 | 盐湖提锂 | -1.89 | | 兵装重组概念 | 1.94 | DRG/DIP | -1.71 | | 数字货币 | 1.73 | PVDF概念 | -1.68 | | 航空发动机 | 1.65 | 氟化工概念 | -1.61 | | 脑机接口 | 1.62 | 中芯国际概念 | -1.47 | | 跨境支付(CIPS) | 1.57 | 自由贸易港 | -1.46 | | 大飞机 | 1.34 | 磷化工 | -1. ...