截至2025年12月31日收盘，航空航天ETF天弘(159241)换手20.18%，成交1.26亿元，市场交投活跃。跟踪的国证航天航空行业指 数(CN5082)强势上涨2.74%，盘中点位再创2025年新高！成分股国博电子(688375)上涨12.05%，广联航空(300900)上涨10.62%， 航天电子(600879)上涨10.01%，航天晨光(600501)，中国卫星(600118)等个股跟涨。 值得一提的是，截至2025年度收官，航空航天ETF天弘(159241)跟踪的国证航天航空行业指数全年累计涨幅达32.63%，大幅跑赢 国证军工指数17.74%的涨幅。 【产品亮点】 航空航天ETF天弘(159241)提供了高效把握核心军工空天机遇的工具，其跟踪国证航天指数，军工属性极强，申万一级军工行业 占比97.86%，是全市场军工含量最高的指数！更聚焦的是，其航空航天装备权重占比高达66.8%，远超中证军工和中证国防指 数。 【热点事件】 | 乙 宽星 | | | | --- | --- | --- | | 159977 | 创业板ETF天弘 | 创业板 | | 589860 | 科创综指ETF天弘 | 科 ...

从资金流向上来看，当日专用设备板块主力资金净流出19.77亿元，游资资金净流出1.21亿元，散户资金 净流入20.98亿元。专用设备板块个股资金流向见下表： 证券之星消息，12月31日专用设备板块较上一交易日下跌0.44%，大鹏工业领跌。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%。专用设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) | | | --- | --- | --- | --- | --- | --- | --- | | 600501 | 航天晨光 | 30.13 | 10.00% | 95.95万 | | 27.91亿 | | 002757 | 南兴股份 | 19.47 | 10.00% | 49.07万 | | 9.14亿 | | 300540 | 蜀道装备 | 20.00 | 8.40% | 15.89万 | | 3.13亿 | | 603698 | 航天工程 | 38.75 | 5.30% | 1 58.12万 | | 22.09亿 | | 603036 | 如通股份 | 21.3 ...

Market Overview - As of December 31, the Shanghai Composite Index closed at 3968.84 points, up by 3.72 points, with a change of 0.09% [1] - The Shenzhen Component Index closed at 13525.02 points, down by 79.04 points, with a change of -0.58% [1] - The ChiNext Index closed at 3203.17 points, down by 39.73 points, with a change of -1.23% [1] Trading Activity - A total of 94 A-shares had a turnover rate exceeding 20% on the same day [1] - Notably, C Xin Guang Yi and Guang Dao Tui had turnover rates exceeding 50%, indicating significant trading activity [1] Top Stocks by Turnover Rate - C Xin Guang Yi (301687) had a closing price of 71.32 yuan, with a turnover rate of 80.68% and a price increase of 225.22% [1] - Guang Dao Tui (920680) closed at 0.86 yuan, with a turnover rate of 60.23% and a price decrease of -21.82% [1] - Other notable stocks include: - Yu Yin Co., Ltd. (002177) with a turnover rate of 56.99% and a price increase of 10.06% [1] - C Qiang Yi (688809) with a turnover rate of 56.70% and a price increase of 13.62% [1] - C Heng Dong Guang (920045) with a turnover rate of 53.79% and a price increase of 878.16% [1]

Core Viewpoint - The A-share robotics sector continues to show strong performance, with over ten stocks hitting the daily limit up, driven by recent regulatory developments and market sentiment [1][5]. Group 1: Stock Performance - As of the morning close on December 30, 14 robotics concept stocks hit the daily limit up, including Tianming Technology (+30%), Nanjing New Hundred (+10.02%), and others [1][5]. - Stocks such as Shuo Beid (+14.24%), Wei Wan Sealing (+13.51%), and Henggong Precision (+12.43%) saw increases exceeding 10% [2]. Group 2: Regulatory Developments - On December 29, the first local regulation promoting the development of embodied intelligent robotics was passed in Hangzhou, aimed at reducing policy uncertainty and encouraging investment [6]. - The establishment of the humanoid robot and embodied intelligence standardization technical committee by the Ministry of Industry and Information Technology on December 26 is intended to enhance the standardization of the industry [3][6]. Group 3: Industry Insights - According to a report by Guoxin Securities, the robotics sector has significantly strengthened since 2025, becoming a key market focus due to ongoing national strategies [3][7]. - Industry experts believe that the Chinese robotics sector is transitioning from experimental products to tools used in production, marking a historic turning point by 2025 [7][8]. - The complete industrial chain in China, along with a strong demand for industrial intelligence, provides a solid foundation for long-term growth in the robotics sector [8]. Group 4: Future Outlook - By 2026, the robotics sector is expected to enter a phase of large-scale delivery, with humanoid robots and embodied intelligence becoming focal points for investment [9]. - The demand for core components is anticipated to surge as B-end industrial and warehousing applications become more prevalent, benefiting companies involved in domestic substitution and precision manufacturing [9].

数据宝统计，截至14:02，航天晨光成交额21.54亿元，创2024年8月7日以来新高。最新股价上涨 4.37%，换手率18.34%。上一交易日该股全天成交额为8.93亿元。（数据宝） （文章来源：证券时报网） ...

证券日报网讯12月29日，航天晨光（600501）在互动平台回答投资者提问时表示，公司可为航天地面发 射场加注供气系统配套高压储气罐，为火箭发动机、箭体管路系统配套金属软管，为火箭贮箱配套隧道 管组件等产品。 ...

Group 1 - The core viewpoint of the article is that Aerospace Chenguang (600501) has clarified its main products in response to investor inquiries, specifically focusing on logistics support vehicles such as refueling trucks, oil transport trucks, and refrigerated trucks [1] Group 2 - The company emphasizes its role in providing essential logistics support vehicles, which are critical for various operational needs [1]

来源：市场资讯 航天晨光股份有限公司，成立于1999年，位于南京市，是一家以从事专用设备制造业为主的企业。企业 注册资本43192.86万人民币。通过天眼查大数据分析，航天晨光股份有限公司共对外投资了17家企业， 参与招投标项目5000次，财产线索方面有商标信息32条，专利信息816条，此外企业还拥有行政许可201 个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，航天晨光股份有限公司取得一项名为"一种模块化快装密封装置的蒸汽盘 管"的专利，授权公告号CN120946870B，申请日期为2025年10月。 天眼查资料显示，江苏晨鑫波纹管有限公司，成立于2004年，位于泰州市，是一家以从事金属制品业为 主的企业。企业注册资本2700万人民币。通过天眼查大数据分析，江苏晨鑫波纹管有限公司参与招投标 项目40次，专利信息42条，此外企业还拥有行政许可12个。 ...

Group 1 - The core viewpoint of the news is that Aerospace Morningstar's stock has experienced fluctuations, with a year-to-date increase of 41.29% but a recent decline of 2.03% in the last five trading days [1] - As of December 26, the stock price is reported at 25.63 yuan per share, with a total market capitalization of 10.965 billion yuan [1] - The company has seen a net outflow of 140 million yuan in principal funds, with significant buying and selling activity from large orders [1] Group 2 - Aerospace Morningstar, established on September 30, 1999, and listed on June 15, 2001, operates in various sectors including military and nuclear non-standard equipment, environmental protection equipment, and energy equipment [2] - The main revenue sources for the company are flexible pipe industry (51.73%), pressure vessel industry (23.44%), and logistics support industry (15.98%) [2] - As of September 30, the number of shareholders is 30,900, a decrease of 15.67%, with an average of 13,832 circulating shares per person, an increase of 18.58% [2] Group 3 - Aerospace Morningstar has distributed a total of 307 million yuan in dividends since its A-share listing, with 38.85 million yuan distributed in the last three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, increasing its holdings by 851,500 shares [3]

Market Performance - The specialized equipment sector increased by 1.25% on December 25, with Qiangrui Technology leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Gainers - Qiangrui Technology (301128) closed at 107.75, up 13.05% with a trading volume of 125,300 shares and a turnover of 1.36 billion [1] - Jiangshun Technology (001400) closed at 74.56, up 10.00% with a trading volume of 48,700 shares and a turnover of 354 million [1] - Tianqi Co., Ltd. (002009) closed at 17.60, up 10.00% with a trading volume of 243,900 shares and a turnover of 429 million [1] - Other notable gainers include Nanmin Group (001360), Aerospace Engineering (603698), and Yuejian Intelligent (603095) with increases of 10.00%, 9.99%, and 9.99% respectively [1] Top Losers - Bintian Co., Ltd. (603800) decreased by 8.80% to close at 52.01 with a trading volume of 123,900 shares [2] - ST Xinyan (300159) fell by 4.14% to 3.24 with a trading volume of 792,600 shares [2] - Other significant declines include Jinying Co. (600232) down 3.79% and Zhongya Co. (300512) down 3.23% [2] Capital Flow - The specialized equipment sector experienced a net outflow of 213 million from institutional investors and 468 million from speculative funds, while retail investors saw a net inflow of 681 million [2] - Notable capital flows include Giant Wheel Intelligent (002031) with a net inflow of 482.1 million from institutional investors [3] - Aerospace Morning Light (600501) also saw significant institutional inflow of 297 million, while Tianqi Co., Ltd. (002009) had a net inflow of 123 million [3]