沪指12月19日上涨0.36%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为商贸零售、综合， 涨幅分别为3.66%、2.22%。机械设备行业今日上涨1.18%。跌幅居前的行业为银行、电子、煤炭，跌幅 分别为0.44%、0.29%、0.29%。 资金面上看，两市主力资金全天净流入70.25亿元，今日有18个行业主力资金净流入，机械设备行业主 力资金净流入规模居首，该行业今日上涨1.18%，全天净流入资金38.84亿元，其次是汽车行业，日涨幅 为1.47%，净流入资金为35.17亿元。 主力资金净流出的行业有13个，电子行业主力资金净流出规模居首，全天净流出资金46.40亿元，其次 是医药生物行业，净流出资金为15.79亿元，净流出资金较多的还有银行、国防军工、交通运输等行 业。 机械设备行业今日上涨1.18%，全天主力资金净流入38.84亿元，该行业所属的个股共531只，今日上涨 的有449只，涨停的有9只；下跌的有74只。以资金流向数据进行统计，该行业资金净流入的个股有248 只，其中，净流入资金超亿元的有11只，净流入资金居首的是雪人集团，今日净流入资金15.62亿元， 紧随其后的是航天动力、航天工 ...

Core Viewpoint - The Chengfei concept stock increased by 1.59%, ranking 8th among concept sectors, with 28 stocks rising and notable gains from Beimo Gaoke, Guanglian Aviation, and Zhonghang Heavy Industry [1][5]. Market Performance - The Chengfei concept sector saw a net inflow of 348 million yuan, with 22 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2][6]. - The top net inflow stock was Zhonghang Heavy Industry, with a net inflow of 423 million yuan, followed by Huali Chuangtong and Beimo Gaoke [2][6]. Stock Performance - Notable gainers included Beimo Gaoke (10.01%), Guanglian Aviation (8.50%), and Zhonghang Heavy Industry (6.68%) [3][8]. - The stocks with the highest net inflow ratios were Beimo Gaoke (21.95%), *ST Zhisheng (17.45%), and Zhonghang Heavy Industry (16.56%) [3][7]. Decliners - The stocks with the largest declines included Shenling Environment (-3.96%), Aerospace Morning Light (-3.48%), and Guolan Testing (-2.31%) [1][5].

沪指12月18日上涨0.16%，申万所属行业中，今日上涨的有12个，涨幅居前的行业为银行、煤炭，涨幅 分别为1.97%、1.89%。跌幅居前的行业为电力设备、通信，跌幅分别为2.22%、1.58%。机械设备行业 今日下跌0.64%。 资金面上看，两市主力资金全天净流出325.78亿元，今日有8个行业主力资金净流入，国防军工行业主 力资金净流入规模居首，该行业今日上涨0.90%，全天净流入资金22.90亿元，其次是银行行业，日涨幅 为1.97%，净流入资金为9.27亿元。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002837 | 英维克 | 1.29 | 12.68 | -115751.81 | | 600501 | 航天晨光 | -3.48 | 18.59 | -46262.68 | | 300499 | 高澜股份 | -3.87 | 17.79 | -18777.64 | | 002639 | 雪人集团 | -5.76 | 38.18 | -17945.53 | | 601399 | 国 ...

Market Overview and Sector Characteristics - The Shanghai Composite Index closed up by 1.19%, while the Shenzhen Component Index fell by 2.40%, with the median change in A-shares being an increase of 0.61% [1] - A total of 49 stocks hit the daily limit up, an increase of 7 from the previous day, while 19 stocks hit the limit down, an increase of 4 [2] Industry Characteristics - The sectors with the most limit-up stocks today were communication equipment, specialized equipment, and general equipment [3] - In the communication equipment sector, 5 stocks reached the limit up, driven by accelerated 5G construction and AI computing demand [4] - The specialized equipment sector saw 4 stocks limit up, supported by policy backing and recovering orders [4] - The general equipment sector had 3 stocks limit up, boosted by policy support for equipment upgrades and enhanced manufacturing recovery expectations [4] Concept Characteristics - The most represented concepts among limit-up stocks were optical communication, liquid cooling servers, and consumer sectors [5] - In the optical communication concept, 7 stocks hit the limit up, benefiting from the explosive demand for AI computing and the acceleration of 800G optical module shipments [5] - The liquid cooling server concept also had 7 stocks limit up, as liquid cooling technology becomes the mainstream solution for heat dissipation due to AI computing demand [5] - The consumer sector had 6 stocks limit up, supported by policy stimulus and the year-end consumption peak, with strong expectations for consumer potential [5] Limit-Up Stock List - Among the limit-up stocks, 3 reached historical highs, including Yingweike, Ping An Electric, and Huanxu Electronics [6] - 10 stocks reached near one-year highs, including Shengtong Energy, Jiamei Packaging, and others [7][8] Main Capital Flow - The top 5 stocks with the highest net inflow of main capital among limit-up stocks were Yingweike, Guojiji Heavy Industry, Guangxun Technology, ShenNan Circuit, and Meinian Health [9][10] - The stocks with the highest net inflow as a percentage of market value included Wangzi New Materials, Nanjing Business Travel, and others [10] Continuous Limit-Up Situation - There were 41 first-limit stocks today, with 5 stocks achieving a second limit up and 3 stocks achieving three or more consecutive limit ups [11] - The top 5 stocks with the most consecutive limit ups included Baida Group, Shengtong Energy, and others [11]

从资金流向上来看，当日专用设备板块主力资金净流入13.11亿元，游资资金净流出13.76亿元，散户资 金净流入6474.57万元。专用设备板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月17日专用设备板块较上一交易日上涨1.95%，航天晨光领涨。当日上证指数报收于 3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。专用设备板块个股涨跌见下表： ...

Core Insights - The Aerospace ETF Tianhong (159241) has seen a significant increase in trading volume and net subscriptions, indicating strong investor interest in the aerospace sector [1][2] - The ETF tracks the National Aerospace Industry Index (CN5082), which has experienced a decline of 1.59%, despite some constituent stocks showing gains [1] - The recent technological advancements in commercial space, particularly by Yushi Space, highlight the potential for cost-effective recovery methods in space missions, which could benefit the industry [2][3] Trading Activity - As of December 17, 2025, the Aerospace ETF Tianhong (159241) recorded a turnover of 8.3% with a transaction volume of 49.15 million yuan [1] - The ETF has seen a net subscription of 5 million shares, contributing to a weekly growth of 80.82 million yuan and an increase of 58 million shares over the past week [2] - In the last five trading days, the ETF experienced net inflows on three occasions, totaling 75.23 million yuan [2] Product Highlights - The Aerospace ETF Tianhong (159241) focuses on commercial aerospace investment opportunities, covering sectors such as aerospace equipment and satellite internet, which are expected to benefit from policy and market support [2] - The ETF's constituent stocks include companies involved in cutting-edge technologies like large aircraft and low-altitude economy [2] Technological Developments - Yushi Space has successfully completed ground verification tests for its 100-ton "chopstick" capture arm technology, marking a significant advancement in China's commercial space recovery methods [2][3] - This new technology, which integrates multi-modal sensing and precise control, is expected to reduce the dry weight of launch vehicles by 4-6 tons and lower the recovery cost to approximately 10,000 yuan per kilogram, significantly below the market average [3] Industry Outlook - The "14th Five-Year Plan" emphasizes the modernization of national defense and military forces, accelerating the development of unmanned intelligent combat capabilities, which is expected to drive growth in the military industry [4] - The integration of AI in emerging fields is anticipated to enhance combat capabilities, with sectors like unmanned equipment and data links entering a critical development phase [4]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、会议召开和出席情况 航天晨光股份有限公司 2025年第二次临时股东大会决议公告 重要内容提示： 证券代码：600501 证券简称：航天晨光 公告编号：临2025一054 ● 本次会议是否有否决议案：无 (一)股东大会召开的时间：2025年12月16日 (二)股东大会召开的地点：南京市江宁经济技术开发区天元中路188号公司本部办公大楼二楼多媒体会 议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次会议由公司董事会召集，由董事长赵康先生主持，会议采取现场和网络投票相结合的方式召开，符 合《公司法》和《公司章程》的有关规定。 (五)公司董事、监事和董事会秘书的出席情况 1、公司在任董事8人，出席8人，其中董事张久利、田江权、姚昌文、韩国庆、独立董事顾冶青、叶 青、姜绍英以通讯方式出席会议。 2、公司在任监事4人，出席4人，其中监事会主席卢克南、监事王吉才、职工监事魏晓汉、邱亮均 ...

证券日报网讯 12月16日晚间，航天晨光发布公告称，公司2025年第二次临时股东大会审议通过《关于 修订并撤销监事会的议案》《关于修订的议案》《关于修订的议案》等多项议案。 （文章来源：证券日报） ...

证券代码：600501 证券简称：航天晨光 公告编号：临 2025—054 航天晨光股份有限公司 2025年第二次临时股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 335 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 199,508,721 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 46.6333 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次会议由公司董事会召集，由董事长赵康先生主持，会议采取现场和网络投票 相结合的方式召开，符合《公司法》和《公司章程》的有关规定。 1 (一) 股东大会召开的时间：2025 年 12 月 16 日 (二) 股东大会召开的地点：南京市江宁经济技术开发区天元中路 188 号公司 本部办公大楼二楼多媒体会议室 (三) 出席会议的普通股股东 ...

北京市兰台(南京)律师事务所关于航天晨光股份有限公司 北京市兰台(南京)律师事务所 关于航天晨光股份有限公司 2025 年第二次临时股东大会的 法律意见书 北京市兰 中 地址:南京市建邺区庐山路 奥美大厦 1 栋 22 层 联系电话: 025-86799777 二〇二五年十二月 2025 年第二次临时股东大会的 法律意见书 致:航天晨光股份有限公司 北京市兰台(南京)律师事务所(以下简称"本所")接受航天晨光股份有 限公司(以下简称"公司")的委托,指派戴进律师、孙士珺律师出席了公司于 2025 年 12 月 16 日在江苏省南京市江宁区天元中路 188 号公司本部大楼二楼多 媒体会议室召开的航天晨光股份有限公司 2025 年第二次临时股东大会（以下简 称"本次股东大会"）。本所依据《中华人民共和国公司法》（以下简称《公司 法》）《上市公司股东大会规则》(以下简称"《股东大会规则》")等法律法 规、规范性文件以及《航天晨光股份有限公司公司章程》(以下简称"《公司章 程》"）《航天晨光股份有限公司股东大会议事规则》（以下简称"《股东大会 议事规则》"）的相关规定，出具本法律意见书。 为出具本法律意见书,本所律师 ...