商业航天概念持续活跃，消息面上，1月22日，北京穿越者载人航天科技有限公司举行"太空旅游全球发 布会"，国内首艘商业载人飞船"穿越者壹号（CYZ1）"全尺寸试验舱首次公开展示。"穿越者壹号 （CYZ1）"技术团队会前表示，目前已预订了超三艘飞船的座位，合计20余位太空游客，预计2028年将 实现载人首飞。 截至2026年1月23日 09:44，中证国防指数(399973)上涨0.70%，成分股睿创微纳上涨15.98%，西部材料 上涨8.03%，臻镭科技上涨5.30%，国博电子上涨4.41%，航天电子上涨3.64%。国防ETF(512670)上涨 0.58%， 冲击3连涨。最新价报1.04元。 国防ETF紧密跟踪中证国防指数，中证国防指数选取隶属于十大军工集团公司旗下的上市公司证券，以 及为国家武装力量提供武器装备，或与军方有实际装备承制销售金额或签订合同的相关上市公司证券作 为指数样本，以反映国防产业上市公司证券的整体表现。 数据显示，截至2025年12月31日，中证国防指数(399973)前十大权重股分别为航天电子、航发动力、中 航沈飞、中航光电、菲利华、睿创微纳、中航西飞、西部超导、中航机载、海格通信，前 ...

Core Viewpoint - The article discusses the resurgence of the commercial aerospace sector in China, highlighting significant developments and investment opportunities driven by government policies and technological advancements [12][42]. Group 1: Market Dynamics - The recent rebound in the A-share market reflects a broader recovery in the technology sector, particularly in the commercial aerospace segment, with over 20 stocks hitting the daily limit up [3][14]. - The Aerospace ETF (159227) has shown a remarkable performance, increasing by 53.64% since its launch in May last year, and has been included in the top ten core ETFs for global investment in China by 2026 [4][14]. Group 2: Industry Developments - Five key commercial aerospace companies, including Xinghe Power and Blue Arrow Aerospace, are progressing towards IPOs, aiming to raise funds for ambitious projects [9][11]. - China's commercial aerospace industry is projected to reach a scale of 2.5 to 2.8 trillion yuan by 2025, with an annual growth rate exceeding 20% and over 600 companies expected to operate in this sector [13][22]. Group 3: Technological Advancements - Significant advancements in technology are being made, such as the construction of the first offshore liquid rocket launch and recovery platform in Yantai, and successful tests of manned spacecraft landing systems [13][21]. - The development of reusable rocket technology is identified as a critical factor for reducing launch costs and enhancing capacity, with expectations for multiple successful test flights in 2026 [43][44]. Group 4: Investment Opportunities - The commercial aerospace sector is viewed as a major investment opportunity, with the potential for substantial returns as the industry matures and expands [36][42]. - The Aerospace ETF (159227) is highlighted as a strategic investment tool, focusing on high-purity military applications and leading commercial aerospace content, with a market size of 2.975 billion yuan and an average daily trading volume of 843 million yuan [41][39].

Core Viewpoint - The terahertz concept sector has shown a positive performance with a 3.01% increase, ranking fifth among concept sectors, driven by significant gains in stocks like Tianyin Electromechanical, Leike Defense, and Aerospace Electronics [1][2]. Group 1: Sector Performance - The terahertz concept sector recorded a 3.01% increase, with 19 stocks rising, including Tianyin Electromechanical (up 12.92%), Leike Defense (up 9.13%), and Aerospace Electronics (up 6.20%) [1][2]. - The sector experienced a net inflow of 356 million yuan, with 13 stocks receiving net inflows, and 7 stocks attracting over 50 million yuan each [2]. Group 2: Key Stocks - Tianyin Electromechanical led the net inflow with 252 million yuan, followed by Saiwei Electronics (207 million yuan), Taihao Technology (117 million yuan), and Leike Defense (91.61 million yuan) [2][3]. - The top stocks by net inflow ratio included Taihao Technology (14.76%), Hitec High-New (7.84%), and Phoenix Optical (7.80%) [3][4]. Group 3: Stock Performance - The top performers in the terahertz concept included Tianyin Electromechanical (up 12.92%, turnover rate 22.28%), Saiwei Electronics (up 2.74%, turnover rate 11.46%), and Taihao Technology (up 5.60%, turnover rate 9.12%) [3][4]. - Conversely, stocks like Changfei Fiber and Hengtong Optic-Electric saw declines of 3.54% and 3.50%, respectively [1][4].

证券之星消息，1月22日航天装备板块较上一交易日上涨5.87%，航天环宇领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。航天装备板块个股涨跌见下表： 从资金流向上来看，当日航天装备板块主力资金净流入4.31亿元，游资资金净流入2.15亿元，散户资金净 流出6.45亿元。航天装备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601698 中国卫通 | | 3.21亿 | 4.92% | 9579.70万 | 1.47% | -4.17 Z | -6.39% | | 688523 航天环宇 | | 9916.18万 | 10.52% | -1702.08万 | -1.81% | -8214.10万 | -8.71% | | 003009 中天火箭 | | 5650.97万 | 8.70% | 1160.02万 | 1.79% | -68 ...

1月22日，沪深两市成交额合计2.69万亿元，较上一交易日放量约910.31亿元。其中，沪市成交额1.2万 亿元，深市成交额1.49万亿元。中际旭创成交额居首，为242.75亿元。其后是澜起科技、航天电子、新 易盛、通富微电，成交额分别为194.57亿元、189.3亿元、176.14亿元、162.47亿元。 ...

航空航天ETF（159227）：紧密跟踪国证航天指数，成分股覆盖战斗机、航空发动机、火箭、导弹、卫 星、雷达等全产业链龙头，完美契合"空天一体"的战略方向，涵盖大飞机、商业航天、低空经济等新兴 领域，商业航天含量高达70.19%。 1月22日，A股三大指数午后飘红，商业航天板块全天表现强势，截止13点49分，航空航天ETF （文章来源：每日经济新闻） （159227）涨幅3.83%，成交额已达5.33亿元，稳居同类第一，持仓股三角防务、北摩高科、航发科技 等股涨停，钢研高纳涨超12%，中航机载、航发控制、航亚科技、航天电子等跟涨。航空航天ETF最新 规模达29.75亿元，为同类规模最大。 消息面上，近日，星河动力、星际荣耀、天兵科技等3家商业航天企业更新了上市辅导进展，叠加蓝箭 航天IPO申请获受理、中科宇航完成辅导备案，5家主营运载火箭的核心企业已悉数就位，向"商业航天 第一股"发起冲击。 平安证券表示，航空航天作为国家重要新质生产力之一，近几年在政府扶持、技术进步、供应链发展背 景下迎来航天发射任务加速，随着我国火箭发射成本持续下降以及回收技术逐步成熟，火箭发射进程有 望进一步提速。另外，当前全球积极布局 ...

Group 1 - The core viewpoint of the news highlights the positive developments in the commercial aerospace sector, with multiple companies making progress towards IPOs and significant advancements in rocket launch capabilities [1] - Five key enterprises focused on launch vehicles are now actively pursuing the title of "first commercial aerospace stock," indicating a competitive landscape in the industry [1] - The investment opportunities in commercial aerospace can be categorized into three main tracks: the first focuses on launch and manufacturing, the second on core components and systems, and the third on downstream applications and operational services [1] Group 2 - As of January 22, 2026, the China Satellite Industry Index (931594) has seen a strong increase of 3.92%, with notable gains in constituent stocks such as XW Communication (up 10.64%) and China Satcom (up 7.89%) [2] - The Satellite ETF Penghua (563790) closely tracks the China Satellite Industry Index, which includes 50 companies involved in satellite manufacturing, launching, communication, navigation, and remote sensing [2] - By December 31, 2025, the top ten weighted stocks in the China Satellite Industry Index accounted for 63.64% of the index, indicating a concentration of investment in key players like China Satellite and Aerospace Electronics [2]

【导读】上午A股三大指数高开低走，商业航天概念股反弹，石油天然气、超硬材料大涨，贵 金属、半导体设备板块重挫 中国基金报记者 张舟 大家好，今天是周四，基金君和你继续关注市场行情！ 1月22日上午，A股三大股指高开低走。截至午间收盘，沪指跌0.15%，深证成指跌0.17%， 创业板指跌0.4%。 个股涨多跌少，全市场共有3265只个股上涨，60只个股涨停，2044只个股下跌。成交额方 面，沪深两市半日成交额为1.77万亿元，较上个交易日放量1426亿元。 盘面上，石油天然气、航天军工、超硬材料、煤炭、光伏等板块涨幅居前，存储芯片概念股 走势分化；贵金属板块重挫，半导体设备、保险板块跌幅居前。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 玻璃纤维 | 大飞机 | 超硬材料 | 航母 | 光伏 | 燃气 | 石油天然气 | 航天军工 | 建材 | 能源设备 | | 4.54% | 4.02% | 3.63% | 3.44% | 3.29% | ...

Group 1 - The top 20 stocks with significant capital inflow include Tianfu Communication (748 million), Zhongji Xuchuang (677 million), and Xinyi Sheng (659 million) [1] - The sectors represented among the top inflow stocks include communication equipment, non-metal materials, aerospace, and software development [2][3] - Notable stock performances include Tianfu Communication with a 2.95% increase, Zhongji Xuchuang with a 1.11% increase, and Walden Materials with a 6.72% increase [2][3] Group 2 - The highest capital inflow was observed in Tianfu Communication with 748 million, followed by Zhongji Xuchuang with 677 million and Xinyi Sheng with 659 million [1] - Other significant stocks with capital inflow include Aerospace Electronics (593 million), Xinwei Communication (562 million), and Runze Technology (526 million) [1][2] - The stock with the highest percentage increase is Tiantong Co., Ltd. with a 10.03% rise, followed by Jiu Ding New Materials with a 10% increase [3]

今日（1月22日）市场主要指数集体高开，石油石化、国防军工涨超3%。 盘面上，石油开采及服务板块大幅拉升，石化油服、洲际油气、蓝焰控股等涨停，潜能恒信涨超10%。 燃气股走强，胜利股份涨停，凯添然气、胜通能源、蓝天燃气等涨幅居前。 商业航天概念涨幅居前，板块内，中国一重（维权）、中超控股、中信重工等逾10股涨停，三角防务、 天力复合、江航装备等涨超10%。 AI应用概念活跃，浙文互联、国安股份涨停，华凯易佰、深信服等涨超10%。 新股速递：N国亮开盘涨超2倍 N国亮（920076）今日在北交所上市，开盘价33.11元，上涨207.71%。 | | | | U9:45 30.61 | 49 | | --- | --- | --- | --- | --- | | | | | 09:45 30.60 | 72 | | | | | 09:45 30.60 | 88 | | | | | 09:45 30.65 272 | | | | | | 09:45 30.65 | 67 | | | | | 09:45 30.65 | ୧3 | | 09:30 | 11:30 | 15:00 | NO. AS 20 65 | 11 ...