据交易所数据显示，截至1月15日午间收盘，主力资金流出前20的股票分别为： 蓝色光标（-22.86亿元）、 山子高科（-21.05亿元）、 金风科技（-14.60亿 元）、 东方财富（-14.38亿元）、 岩山科技（-14.21亿元）、 航天电子（-12.36亿元）、 中国卫星（-11.49亿元）、 三维通信（-7.06亿元）、 特变电工 （-6.97亿元）、 指南针（-6.56亿元）、 新易盛（-6.45亿元）、 数据港（-6.38亿元）、 胜宏科技（-6.35亿元）、 上海瀚讯（-5.87亿元）、 中国卫通 （-5.82亿元）、 利欧股份（-5.64亿元）、 永鼎股份（-5.58亿元）、 中兴通讯（-5.43亿元）、 润泽科技（-5.43亿元）、 卫宁健康（-5.28亿元）。 | 股票名称 | 涨跌幅(%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 蓝色光标 | -14.7 | -22.86亿元 | 文化传媒 | | 山子高科 | -9.35 | -21.05亿元 | 汽车零部 | | 金风科技 | -10.01 | -14.60亿元 | 风电设备 | | ...

Core Viewpoint - The A-share market experienced a collective decline on January 15, with significant movements in various sectors, particularly in commercial aerospace and related ETFs, indicating a volatile market environment and ongoing developments in China's commercial space industry [1]. Group 1: Market Performance - The three major A-share indices fell collectively, with strong performances noted in lithium mining, phosphorus chemicals, and industrial metals [1]. - The General Aviation ETF Huaxia (159230) dropped by 4.04%, while its constituent stock Hongdu Aviation reached the daily limit up [1]. - The Aerospace ETF (159227) declined by 3.64%, with several stocks in the aerospace sector experiencing significant losses, including Zhongke Xingtou, which fell over 17% [1]. Group 2: Investment Trends - The General Aviation ETF Huaxia (159230) has seen a net inflow of funds totaling 510 million yuan over the past five days, indicating strong investor interest [1]. - The ETF tracks the National General Aviation Industry Index, focusing on low-altitude economy, covering sectors such as aviation materials, infrastructure, aircraft manufacturing, and operational services [2]. Group 3: Industry Developments - The successful completion of the suborbital flight test by the Zhongke Yuhang Lihong No. 1 vehicle marks significant progress in China's commercial space sector, particularly in reusable launch vehicle technology and cost-effective space access [1]. - Guojin Securities predicts that 2026 may become a pivotal year for China's commercial aerospace industry, shifting from thematic investment to fundamental performance-driven investment based on supply chain achievements [1]. - The industry is expected to enter a phase of order explosion driven by advancements in reusable rocket technology and the dense networking of national satellite constellations, benefiting companies involved in core areas such as rocket propulsion systems and structural components [1].

Group 1 - The article highlights a significant decline in high-profile stocks, with several previously strong performers, including Guosheng Technology, Galaxy Electronics, Zaiseng Technology, Goldwind Technology, Luxin Investment, Tianpu Co., and Aerospace Electronics, hitting their daily limit down [1]

据交易所数据显示，截至1月15日开盘一小时，主力资金流出前20的股票分别为： 蓝色光标（-17.17亿元）、 金风科技（-14.12亿元）、 岩山科技（-13.48亿 元）、 山子高科（-12.66亿元）、 航天电子（-11.82亿元）、 中国卫星（-10.82亿元）、 东方财富（-10.03亿元）、 数据港（-5.75亿元）、 利欧股份（-5.55 亿元）、 三维通信（-5.15亿元）、 指南针（-5.09亿元）、 特变电工（-4.89亿元）、 新易盛（-4.81亿元）、 拉卡拉（-4.58亿元）、 中国卫通（-4.58亿 元）、 中国一重（-4.48亿元）、 永鼎股份（-3.95亿元）、 天下秀（-3.92亿元）、 长江电力（-3.82亿元）、 中兴通讯（-3.80亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 蓝色光标 | -13.64 | -17.17亿元 | 文化传妙 | | 金风科技 | -10.01 | -14.12亿元 | 风电设备 | | 岩山科技 | -10.01 | -13.48亿元 | 互联网服 | ...

近日，多家上市公司先后陆续发布股票交易风险提示公告或股价异动公告。部分热门公司强调，公司股 票股价短期涨幅过大，估值严重偏离基本面，存在换手率较高的风险，提示投资者注意风险。其中，通 宇通讯日前提示风险称，公司基本面未发生重大变化，股票存在市场情绪过热及非理性炒作的情形。 格隆汇1月15日｜在一众公司不断提示风险之际，A股市场商业航天板块连续第三日出现回调。其中， 星环科技跌超15%，星图测控、天润科技跌超13%，佳缘科技、中科星图跌超12%，陕西华达跌超 11%，金风科技、通宇通讯、巨力索具、中国一重（维权）、雷科防务、海格通信、神剑股份、航天电 子、顺灏股份、盛洋科技等10CM跌停。 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688031 | 居W域技-( 1 | | -15.14 | 221亿 | 68.25 | | 920116 | 星图测控 | 1 | -13.10 | 203亿 | 50.14 | | 920564 | 天润科技 | -澳 | -13.27 | 28.25 乙 | 3 ...

有券商表示，低空经济是写入政府工作报告的战略新兴产业，是我国交通网规划中的重要组成部分，各级政府均出台大 量支持性政策，为低空经济保驾护航。目前，其市场空间正加速打开，到2035年我国无人机低空市场空间有望超3.1万 亿元，有人eVTOL也将有超5000亿空间。 受盘面影响，通用航空相关ETF跌超3%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 563870 | N通用航空ETF鹏华 | 1.013 | -0.061 | -5.68% | | 561660 | 通用航空ETF基金 | 1.446 | -0.048 | -3.21% | | 563320 | 通用航空ETF | 1.305 | -0.050 | -3.69% | | 159283 | 通用航空ETF南方 | 1.354 | -0.048 | -3.42% | 通用航空概念股走弱，中科星图跌超11%，航天电子、海格通信跌停，中国卫通跌超5%。 每日经济新闻 ...

Core Viewpoint - The commercial aerospace sector experienced a collective adjustment, with several stocks, including Yinhe Electronics and Haige Communications, hitting the daily limit down [1] Group 1: Stock Performance - Yinhe Electronics, Haige Communications, Tongyu Communication, Luxin Venture Capital, Juyi Sockets, and Oriental Communication all reached the daily limit down [1] - Guangha Communication, Xinghuan Technology, and Zhongke Xingtou saw declines exceeding 10% [1] - Jin Feng Technology and Aerospace Electronics approached the daily limit down [1]

每经AI快讯，1月15日，商业航天指数下跌2%，成分股普跌。其中，广哈通信跌幅达13%，通宇通讯跌 停，星图测控下跌8.22%，航天电子下跌8%。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint is that traditional manufacturing companies in China are the ones realizing performance amidst the global tech market surge, with the future bull market in China relying on physical assets and manufacturing capacity value [1] - Recommended investment sectors include upstream resources (copper, aluminum, lithium, oil, coal) benefiting from potential increases in physical asset consumption and midstream industries like basic chemicals and steel as PPI rebounds [1] - Domestic sectors such as food and beverage, aviation, and apparel are expected to benefit from price stabilization and recovery in domestic demand [1] Group 2 - The introduction of commercial real estate REITs is expected to accelerate market expansion, with 12 consumer REITs currently listed, benefiting from ample inventory and simplified regulations [3] - AI PCB copper powder materials are entering a prosperous cycle, with the copper powder industry expected to see rapid profit growth due to increased usage in PCB production [3] - The copper powder's processing fee is projected to significantly increase, as its usage in PCB production is expected to rise from 15% to over 27% by 2029 [3] Group 3 - Insurance capital has shown a strong interest in equity stakes, with 39 instances of shareholding this year, primarily favoring high-dividend stocks in banking, infrastructure, and logistics [5] - The liquid cooling market for data centers is projected to reach $21.8 billion by 2027, driven by increased efficiency and lower power usage effectiveness (PUE) [5] - Domestic manufacturers are expected to benefit from the rising demand for liquid cooling solutions in AI servers, with a focus on those capable of mass production of core components [5] Group 4 - The Shanghai Composite Index is experiencing a primary upward trend, with financial stocks driving market gains and trading volumes exceeding 3 trillion yuan [11] - Various style indices have adjusted, with cyclical and growth sectors experiencing notable corrections due to recent rapid increases and external market influences [11] - The growth sector is seeing a reduction in momentum for further adjustments, with a focus on sectors benefiting from domestic demand policies such as machinery, home appliances, and consumer electronics [11]

1月14日，军工板块强劲反弹，中证军工指数超70只成份股飘红，上海瀚讯领涨12.82%，中科星图上涨10.03%，海格通信涨停录得三连板。热 门ETF方面，军工ETF华宝（512810）场内价格涨超3%，成交额超7100万元。 | | | 多日 1分 5分 15分 30分 | | = | | F9 盘前盘后 营加 九转 圈线 工具 必 | 2 | 至工ETF华宝 1 | | 512810 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 512810[军] ETF华宝] 11:10 价 0.927 | | 涨跌 0.027(3.00%) 均价 0.912 成交量 | | | | | | | 0.930 | | | Not VA | | | | | 0.927 | | +0.027 +3.00% | | | | | | | | | | SSE CNY 11:10:23 交易中 | | 通融/ # + | | 0.915 | | | | | | | :67% | 净值是势 | | 华宝中证军工ETF | | ...