受积极影响的板块 今日A股商业航天板块再度掀起狂热涨停潮，成为高端制造与前沿科技赛道的绝对焦点，呈现"龙头秒 板、梯队爆发"的极致活跃格局。板块核心标的东方通信表现尤为震撼，强势点燃板块情绪引擎；航天 长峰、顺灏股份、再升科技、四创电子等细分领域标的紧随其后纷纷涨停，形成多点开花的上涨态势， 进一步放大板块赚钱效应。从交易层面看，板块整体成交额较前一交易日翻倍增长，Wind数据显示， 截至收盘商业航天主题基金单日净值平均上涨4.2%，北向资金对板块核心标的净买入合计达9.8亿元， 资金进场迹象极为明确，反映出市场对商业航天产业政策红利与成长潜力的高度认可。 国家设立商业航天司，顶层制度迎来里程碑突破：据新华社2025年12月1日报道，国家航天局已正式设 立商业航天司并开展相关业务，这是我国商业航天领域首个国家级专职监管机构。浙商证券指出，该举 措标志着行业从"政策培育期"迈入"规范发展期"，将显著优化发射审批、牌照发放等流程，降低企业制 度性交易成本，为产业规模化发展提供确定性支撑。 全球产业规模破6000亿，中国增速领跑全球：雪球2025年12月7日发布的《2025全球航天产业价值白皮 书》显示，2025年 ...

商业航天板块，持续活跃！ | D | 分时 1分钟 5分钟 15分钟 更多 } | 竟价 叠加 | 重播 统计 | 画幾 | F10 | 标记 +自选 返回 | | | 东方通信 600776 LRI000 | | 通信设备 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 16.09 | 东方通信 分时 成交量 | | | | 涨跌停分析 | ® □ | 9.98% | 16.09 1.46 9.98% | | | 0.99% | | 15.88 | | | | | | | 8.55% | | | | | | | | | | | | | | बर | 英 首 | | 都 | | 15.67 | | | | | | | 7.13% | | | | | | | | | | | | | | 卖五 | 2 | | | | 15.46 | | | | | | | 5.70% | 卖四 | | | | | | | | | | | | 4.28% | | | | | | 15.26 15.05 | | | | | | ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 1 | 30.00 | 66.29亿 | 194.75 | | 920396 | 常辅服分 | 1 | 19.74 | 28.87亿 | 203.01 | | 301137 | 哈特運 | | 13.36 | 103亿 | 225.27 | | 688102 | 斯瑞新材 | 1 | 10.55 | 251亿 | 269.89 | | 601179 | 中国西电 | 1 | 10.06 | 465亿 | 21.45 | | 001208 | 华蒙线缆 | 1 | 10.03 | 104亿 | 80.89 | | 600990 | 四创电子 | 1 | 10.00 | 84.39亿 | 46.29 | | 002639 | 雪人集团 | 1 | 9.99 | 140亿 | 165.11 | | 000969 | 安泰科技 | 1 | 9.98 | 219亿 | 89.71 | | 601399 | 国机重装 | 1 | 9.9 ...

Core Viewpoint - The A-share market saw significant gains in stocks related to controlled nuclear fusion, with several companies reaching their daily limit increases, indicating strong investor interest and potential growth in this sector [1][2]. Group 1: Stock Performance - Tianli Composite reached a 30% increase, with a total market value of 6.629 billion and a year-to-date increase of 194.75% [2] - Changfu Co. saw a nearly 20% rise, with a market value of 2.887 billion and a year-to-date increase of 203.01% [2] - Ha Welding Huaton increased by over 13%, with a market value of 10.3 billion and a year-to-date increase of 225.27% [2] - Srey New Materials rose over 10%, with a market value of 25.1 billion and a year-to-date increase of 269.89% [2] - China XD Electric, Hualing Cable, Sichuan Chuang Electronics, Snowman Group, Antai Technology, China National Heavy Machinery, China Nuclear Engineering, and Shun Sodium Co. all reached a 10% increase [1][2]. Group 2: Additional Notable Stocks - Zhongtai Co. and Dongfang Electric increased by over 8%, with market values of 8.15 billion and 81.8 billion respectively [2] - Guoda Special Materials and Aike Saibo both saw increases of nearly 8%, with market values of 6.541 billion and 6.104 billion respectively [2] - Western Superconducting experienced a 7.1% increase, with a market value of 49 billion [2].

12月12日，商业航天板块走强，10余只个股集体涨停、多股连板，市场热度持续升温。 截至上午收盘，再升科技（603601）、华菱线缆（001208）、长城电工（600192）、航天长峰（600855）、四创电子 （600990）、顺灏股份（002565）、雪人集团（002639）、泰永长征（002927）、东方通信（600776）、泰尔股份 （002347）、中超控股（002471）11只概念股涨停。其中，再升科技达成5连板，华菱线缆、雪人集团、中超控股达成2 连板。 此外，天力复合（920576）涨超20%，超捷股份（301005）、国瓷材料（300285）、创远信科（920961）、苏轴股份 （920418）股价上涨超10%。 | | 代码 | 名称 | 涨幅％ v | 现价 | 主力净量 | 主力净流入 | 涨跌 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 920576 | 天力复合 | +22.88% | 57.51 | 0.47 | 3732.74万 | 10.71 | | 2 | 300285 | 国瓷材料 | +18.47% ...

另外，国家航天局已于近期设立商业航天司，相关业务正在逐步开展，标志着我国商业航天产业迎来专 职监管机构，未来将持续推动我国商业航天高质量发展，产业链有望全线受益。 本报记者 梁傲男 12月12日，商业航天板块走强，10余只个股集体涨停、多股连板，市场热度持续升温。 截至上午收盘，再升科技（603601）、华菱线缆（001208）、长城电工（600192）、航天长峰 （600855）、四创电子（600990）、顺灏股份（002565）、雪人集团（002639）、泰永长征 （002927）、东方通信（600776）、泰尔股份（002347）、中超控股（002471）11只概念股涨停。其 中，再升科技达成5连板，华菱线缆、雪人集团、中超控股达成2连板。 此外，天力复合（920576）涨超20%，超捷股份（301005）、国瓷材料（300285）、创远信科 （920961）、苏轴股份（920418）股价上涨超10%。 | | 代码 | 名称 | 涨幅％ v | 现价 | 主力净量 | 主力净流入 | 涨跌 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 ...

Core Viewpoint - The commercial aerospace sector is experiencing significant activity, with multiple companies showing substantial stock price increases, indicating strong investor interest and confidence in the sector's growth potential [1][2]. Group 1: Stock Performance - Companies such as 超捷股份 (Chaojie Co.) and 航天环宇 (Aerospace Huanyu) have seen stock price increases of 20% and over 10% respectively, reflecting a bullish market sentiment [1][2]. - The stock performance of various companies in the commercial aerospace sector includes: - 超捷股份: Current price 96.78, up 20% with a year-to-date increase of 231.35% [2]. - 航天长峰: Current price 20.34, up 10.01% with a year-to-date increase of 57.92% [2]. - 航天动力: Current price 39.33, up 7.84% with a year-to-date increase of 274.57% [2]. Group 2: Industry Insights - Recent establishment of commercial aerospace companies and the introduction of a three-year development plan highlight the government's commitment to the sector, fostering a comprehensive ecosystem that spans manufacturing, launch operations, and application services [2]. - The investment logic in the A-share commercial aerospace market is driven by the anticipated growth in satellite constellations and the transition from custom satellite manufacturing to mass production [3]. - The development of space computing capabilities is becoming a strategic focus, with plans for gigawatt-level space data centers to enhance computational power beyond terrestrial limitations [3]. Group 3: Sector Analysis - The rocket industry chain is poised for growth due to advancements in reusable rocket technology and increasing launch demands, benefiting upstream material suppliers and precision component manufacturers [5]. - The satellite industry and space computing sectors are expected to thrive as satellite miniaturization and cost reduction drive innovation, creating opportunities for companies involved in satellite development and application services [6]. - The demand for lightweight, high-strength materials in commercial aerospace is rising, with 3D printing technology becoming increasingly relevant, providing business opportunities for companies producing advanced materials [6].

12月12日，商业航天概念持续拉升。截至发稿， 天力复合再度30%涨停，录得2连板。 超捷股份20%涨 停， 国瓷材料涨超15%。 再升科技、长城电工、航天长峰、四创电子、顺灏股份等超10股涨停。 | 代码 | 名称 | 涨幅 | 现价 | | --- | --- | --- | --- | | 920576 | 天力复合 | 30.00% | 60.84 | | 920961 | 创远信科 | 21.30% | 33.68 | | 301005 | 超捷股份 | 20.00% | 96.78 | | 300285 | 国祭材料 | 15.69% | 27.01 | | 688523 | 航天环宇 | 12.66% | 43.87 | | 300427 | 红相股份 | 10.53% | 14.69 | | 301306 | 面测测试 | 10.35% | 75.86 | | 603601 | 再升科技 | 10.05% | 8.43 | | 001208 | 华菱线缆 | 10.03% | 16.34 | | 600192 | 长城电工 | 10.01% | 9.78 | | GOUGHTS | 航天长峰 ...

核聚变方面，AI算力需求激增，科技巨头加速布局核能领域，我国BEST项目已于2025年3月完成首块顶 板顺利浇筑，聚变新能、中科院等离子体物理研究所公布了多项招标公告，涵盖水冷系统水泵、水冷系 统6000T冷却塔和中压高压氦气纯化器等多个环节。我国核电"热堆-快堆-聚变堆"三步走路线明确，核 电建设有望进入高质量发展轨道。 华金证券指出，2022年以来，我国已连续四年每年核准10台及以上核电机组，保持了常态化审批节奏。 核电工程历来是扩大有效投资的重要拉动力，以单台国产百万千瓦三代核电机组约200亿元的投资力度 估算，今年4月新核准的10台机组投资总额超2000亿元。 "十四五"期间，我国新核准建设核电机组46 台、新增装机5450万千瓦，运行装机容量、年发电量均增长约30%。2025年1—9月国内核电投资完成额 990.9亿元，同比增长23.3%。在当前能源自主可控、加快规划建设新型能源体系的背景下，核电机组的 建设需求旺盛。随着间歇性可再生能源的高比例并网给电网带来的调节和消纳压力与日俱增，高能量密 度、承担基荷作用的核电优势彰显，为电网安全稳定提供有力支撑。 核电板块12日盘中强势拉升，截至发稿，天力复 ...

可控核聚变概念走强，四创电子、国机重装涨停，爱科赛博、中洲特材跟涨。 ...