Summary of Key Points Core Viewpoint - As of December 30, the total market financing balance reached 2.54 trillion yuan, reflecting a slight increase from the previous trading day, indicating ongoing investor interest in the market [1]. Group 1: Market Financing Overview - The financing balance in the Shanghai market was 1.2782 trillion yuan, up by 432 million yuan from the previous day, while the Shenzhen market's financing balance was 1.2522 trillion yuan, down by 61.6 million yuan [1]. - The financing balance for the Beijing Stock Exchange was 7.991 billion yuan, decreasing by 21.69 million yuan [1]. Group 2: Individual Stock Performance - On December 30, a total of 1,835 stocks received net financing purchases, with 508 stocks having net purchases exceeding 10 million yuan, and 37 stocks exceeding 100 million yuan [1]. - The stock "C Qiang Yi" led with a net purchase of 549.13 million yuan, followed by "San Hua Zhi Kong" and "Zhao Yi Chuang Xin" with net purchases of 376.82 million yuan and 265.87 million yuan, respectively [2]. Group 3: Industry and Sector Analysis - The industries with the highest concentration of stocks receiving net financing purchases over 100 million yuan included electronics, machinery equipment, and national defense, with 11, 5, and 3 stocks respectively [1]. - Among the stocks with significant net purchases, the main board had 23 stocks, the ChiNext board had 9 stocks, and the Sci-Tech Innovation board had 5 stocks [1]. Group 4: Financing Balance and Market Capitalization - The average financing balance as a percentage of the circulating market value for stocks with significant net purchases was 4.78%, with "C Qiang Yi" having the highest ratio at 9.98% [2]. - Other stocks with high financing balance ratios included "Dian Guang Chuan Mei" at 9.51%, "Xie Chuang Shu Ju" at 8.38%, and "Lan Se Guang Biao" at 7.91% [2].

证券代码：601698 证券简称：中国卫通 公告编号：2025-063 中国卫通集团股份有限公司 第三届董事会第二十八次会议决议公告 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。 一、董事会会议召开情况 中国卫通集团股份有限公司（简称"公司"）第三届董事会第二十八次会议于2025年12月30日以通讯方式 召开，公司于2025年12月23日以通讯方式发出了会议通知及文件。本次会议应出席的董事九名，实际出 席的董事九名。本次董事会由孙京董事长主持，会议的召开符合《中华人民共和国公司法》等有关法律 和《中国卫通集团股份有限公司章程》的规定，所做决议合法有效。 二、董事会会议审议情况 （一）审议通过《中国卫通2025年度内部审计工作总结和2026年度审计工作计划》 表决结果：9票赞成、0票弃权、0票反对，议案获得通过。 本议案已经公司第三届董事会审计委员会第十六次会议审议通过。 三、报备文件 中国卫通集团股份有限公司第三届董事会第二十八次会议决议 特此公告。 中国卫通集团股份有限公司董事会 2025年12月31日 ...

证券日报网讯 12月30日，中国卫通发布公告称，中国卫通第三届董事会第二十八次会议于2025年12月 30日以通讯方式召开，会议审议通过《中国卫通2025年度内部审计工作总结和2026年度审计工作计 划》。 （文章来源：证券日报） ...

| 代码 | 股票名称 | 成交额(亿元) | 换手率 | 涨跌幅 | 所属热门题材 | | --- | --- | --- | --- | --- | --- | | 000547.SZ | 航天发展 | 216.2 | 42.53% | -3.13% | 商业航天、军工信息化、 卫星通信 | | 600118.SH | 中国卫星 | 198.7 | 18.69% | -1.91% | 商业航天、卫星制造 | | 300308.SZ | 中际旭创 | 164.6 | 2.36% | 2.27% | CPO概念、光模块、AI算 力、800G/1.6T | | 002202.SZ | 金风科技 | 144.4 | 20.37% | -6.74% | 风电设备、新能源、储 | | | | | | | 能、氢能源 | | 002050.SZ | 三花智控 | 141.3 | 7.63% | 9.99% | 新能源汽车热管理、人形 机器人、特斯拉链 | | 600879.SH | 航天电子 | 132.7 | 20.42% | 0.52% | 航天电子信息、无人系 统、卫星导航 | | 688256.SH | 寒武纪 ...

Core Viewpoint - The aerospace equipment sector experienced a 2.66% increase on December 30, with China Satellite leading the gains, while the overall market showed mixed results with the Shanghai Composite Index closing at 3965.12, unchanged, and the Shenzhen Component Index at 13604.07, up 0.49% [1] Group 1: Market Performance - The aerospace equipment sector's stocks showed varied performance, with China Satellite (601698) closing at 32.48, up 8.27%, and other notable stocks like Zhongtian Rocket (003009) and LIGONG Navigation (688282) also showing gains of 3.30% and 2.07% respectively [1] - The trading volume for China Satellite reached 375.27 million shares, with a transaction value of 11.971 billion yuan, indicating strong investor interest [1] Group 2: Capital Flow - The aerospace equipment sector saw a net outflow of 1.498 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.531 billion yuan, suggesting a divergence in investment behavior [1] - Individual stock capital flows revealed that China Satellite experienced a significant net outflow of 2.006 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.341 billion yuan [2]

证券代码：601698 证券简称：中国卫通 公告编号：2025-063 中国卫通集团股份有限公司 第三届董事会第二十八次会议决议公告 一、董事会会议召开情况 中国卫通集团股份有限公司（简称"公司"）第三届董 事会第二十八次会议于 2025 年 12 月 30 日以通讯方式召开， 公司于 2025 年 12 月 23 日以通讯方式发出了会议通知及文 件。本次会议应出席的董事九名，实际出席的董事九名。本 次董事会由孙京董事长主持，会议的召开符合《中华人民共 和国公司法》等有关法律和《中国卫通集团股份有限公司章 程》的规定，所做决议合法有效。 二、董事会会议审议情况 （一）审议通过《中国卫通 2025 年度内部审计工作总 结和 2026 年度审计工作计划》 表决结果：9 票赞成、0 票弃权、0 票反对，议案获得通 过。 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。 本议案已经公司第三届董事会审计委员会第十六次会 议审议通过。 三、报备文件 中国卫通集团股份有限公司第三届董事会第二十八次 会议决议 特此公告。 中国卫通集团股份有限公 ...

军工ETF华宝（512810）全面覆盖海陆空天军工核心资产，其中囊括24只商业航天概念股，权重占比合计28.64%。午后成份股快速分化，6股振幅超10%， 中国卫通炸板，中国卫星、航天发展翻绿，臻镭科技跌5%，铂力特跌4.8%。 12月30日午后，商业航天主题板块突发跳水，拖累军工ETF华宝（512810）走低翻绿。早盘512810一度冲高1.4%再创逾3年新高。 | | | 分时 多日 1分 5分 15分 30分 60分 日 周 | | | 月 更多 | | | | F9 盘前盘后 叠加 九转 | 画线 丁具 <> | ? | 军工ETF华宝 ① | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 117792 | | | 512810[军工ETF华宝] 14:23 价 0.778 涨跌 | | | | -0.004(-0.51%) 均价 0.784 成交量 265 IOPV 0.7784 | | | 2025/12/30 | | | | | | | | | | | | | | ...

军工ETF华宝（512810）全面覆盖海陆空天军工核心资产，其中囊括24只商业航天概念股，权重占比合 计28.64%。午后成份股快速分化，6股振幅超10%，中国卫通炸板，中国卫星、航天发展翻绿，臻镭科 技跌5%，铂力特跌4.8%。 分析人士指出，临近年末，在量能进一步萎缩的情况下，短线情绪分化，兑现资金或持续放大板块波 动。就基本面而言，商业航天利好频发，正驶入发展快车道，景气高企。 12月26日，上交所发布《发行上市审核规则适用指引第9号——商业火箭企业适用科创板第五套上市标 准》，并自发布之日起实施。据不完全统计，目前已有至少10家商业航天企业开启IPO进程，5家主营 业务为运载火箭。 申万宏源指出，商业航天、低空经济等新域新质领域贡献增加，共同支撑军工基本面修复预期。湘财证 券也表示，"十五五"国家航天强国战略目标的牵引下，国内政策、资本与技术正形成合力，推动商业航 天从技术验证阶段迈向规模化、商业化运营阶段，因此维持军工行业"增持"评级。 【八一军工，火力全开】代码有"八一"的军工ETF华宝（512810）（原国防军工ETF）覆盖"商业航天 + 可控核聚变 + 低空经济 + 大飞机 + 深海科技 + ...

据天眼查APP显示，中国卫通集团股份有限公司成立于2001年11月27日，注册资本422438.5412万人民 币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至14:02，中国卫通成交额105.13亿元，超100亿元。最新股价上涨6.70%，换手率 7.81%。上一交易日该股全天成交额为87.47亿元。 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down 0.1% at 3961.21 points, while the Shenzhen Component Index rose 0.23% and the ChiNext Index fell 0.06% [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.29 trillion yuan, a decrease of 101.9 billion yuan compared to the previous trading day [3] Film Industry - The film sector experienced a significant surge, with the 2025 New Year box office reaching 5.245 billion yuan, marking the highest level in nearly eight years [6][5] - Notable stocks in the film sector included Baida Qiancheng, which hit the daily limit with a 20% increase, and Jin Yi Film, which also reached the limit [5][6] Robotics Sector - The humanoid robotics sector continued its upward trend, with stocks like Wuzhou Xinchun and Tianqi Co. both hitting the daily limit of 10% [7][8] - The establishment of a standardization committee for humanoid robots and embodied intelligence was announced, aimed at enhancing high-quality standards and promoting technology application [9] Semiconductor Industry - The semiconductor sector saw significant gains, with stocks like Zhuosheng Micro rising over 10% and Dongxin Co. increasing by over 6% [10][11] - A major acquisition by SMIC was announced, involving the purchase of a 49% stake in a subsidiary for 40.6 billion yuan, which will result in SMIC owning 100% of the subsidiary [12] Aerospace Sector - The commercial aerospace sector was active, with China Satellite and China Satcom both achieving new highs, and several stocks recording daily limits [13][18] - A new guideline was released to facilitate financing for commercial rocket companies, aimed at supporting the industry's growth and technological advancements [18]