从资金流向上来看，当日航天装备板块主力资金净流出2.49亿元，游资资金净流入1.27亿元，散户资金净 流入1.22亿元。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 | | = 1.01亿 | 5.80% | -2458.04万 | -1.41% | -7653.93万 | -4.39% | | 688282 理工导航 | | 103.69万 | 3.27% | 97.15万 | 3.07% | -200.84万 | -6.34% | | 688523 航天环宇 | | -422.29万 | -3.04% | 757.55万 | 5.46% | -335.25万 | -2.42% | | 002829 星网宇达 | | -1311.98万 | -4.25% | 3389.97万 | 10.97% | -2077.99万 | -6.73% | | 6001 ...

关联产品： 消息面上，1) Microsoft研究团队推出Micro LED光模块传输方案MOSAIC，兼容现有标准并支持 800Gbps至3.2T带宽扩展，功耗降低68%，技术涉及Micro LED并行传输及CPO技术优化，产业链受益标 的包括光模块及芯片企业；2) 长江通信分析指出光模块作为AI时代核心耗材行业格局稳固，在AI Scale up趋势下交换芯片市场迎来新机遇，凸显光模块在基础设施中的关键作用；3) 机构交易动态显示权益 类产品中被动权益配置受青睐，覆盖300、500指数及小盘股，银行、地产等板块获资金流入。 截至08月21日13:00，电信ETF基金(560690.SH)上涨2.18%，其关联指数中证电信(931235.CSI)上涨 1.33%；主要成分股中，中国联通上涨3.45%，银之杰上涨4.48%，中兴通讯上涨6.63%，中国电信上涨 1.76%，新易盛上涨1.71%。 券商研究方面，广发证券指出通信行业北美科技厂商财报延续优异表现，按申万一级行业指数分类的通 信行业PE-TTM为39.75倍，位列所有申万一级行业第8，同期的沪深300 PE-TTM为13.42倍；德邦证券提 及卫星互 ...

截至2025年8月21日 10:55，中证电信主题指数(931235)强势上涨1.81%，成分股中兴通讯(000063)上涨 7.41%，银之杰(300085)上涨6.49%，中国联通(600050)上涨3.99%，中国卫通(601698)，移远通信 (603236)等个股跟涨。电信ETF基金(560690)上涨1.94%， 最新价报1.63元。 消息面上，根据《中国算力发展指数白皮书》的统计，中国算力规模全球占比26%，位居第二，智能算 力以52%的全球份额反超美国的19%，2025年智能算力增速达43%，远超全球平均水平，无人驾驶、AI 大模型等领域依赖的智能算力规模2025年突破1000flops。 中国银河证券指出，当前通信行业的主要推动因素主要以运营商资本开支结构优化为基础，人工智能快 速发展共振的新范式，AI+算力是关注重点。建议关注：运营商、光模块、光器件/光芯片及光引擎、铜 连接、卫星互联网、量子科技等板块相关标的。 电信ETF基金紧密跟踪中证电信主题指数，中证电信主题指数选取50只业务涉及电信运营服务、电信增 值服务、通信设备、通信技术服务与数据中心等领域的上市公司证券作为指数样本，反映电信 ...

证券之星消息，8月20日航天装备板块较上一交易日上涨2.27%，中天火箭领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。航天装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) | | --- | --- | --- | --- | --- | --- | | 003009 | 中天火箭 | 59.76 | 9.99% | 12.17万 | 6.96 | | 300722 | 新余国科 | 39.87 | 4.29% | 22.31万 | 8.82 Z | | 600879 | 航天电子 | 11.14 | 2.11% | 151.63万 | 16.84亿 | | 600118 | 中国卫星 | 29.75 | 1.74% | - 30.99万 | 9.22亿 | | 601698 | 中国 通 | 20.81 | 1.66% | 52.69万 | 10.93 亿 | | 688282 | 理工导航 | 49.13 | 1.40% | 4027.12 | 1968.69万 | | 688523 | 航 ...

证券之星消息，8月19日航天装备板块较上一交易日下跌0.93%，理工导航领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。航天装备板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002829 星网宇达 | | = 420.36万 | 2.06% | 238.59万 | 1.17% | -658.94万 | -3.23% | | 600879 航天电子 | | -397.50万 | -0.41% | -4853.84万 | -4.97% | 5251.34万 | 5.38% | | 688282 理工导航 | | -996.48万 | -20.94% | 368.06万 | 7.73% | 628.42万 | 13.20% | | 300722 新余国科 | | -1662.59万 | -4.89% | -1070.37万 | -3.15% ...

从指数持仓来看，上证通信服务行业指数十大权重分别为：中国联通（14.75%）、中国移动 （13.63%）、中国电信（13.6%）、中天科技（7.15%）、亨通光电（6.09%）、移远通信（3.15%）、 国盾量子（3.15%）、烽火通信（3.11%）、中国卫通（2.99%）、吉比特（2.89%）。 金融界8月19日消息，上证指数高开震荡，上证通信服务行业指数 (上证通信，000040)下跌0.03%，报 3811.5点，成交额236.42亿元。 数据统计显示，上证通信服务行业指数近一个月上涨3.75%，近三个月上涨5.56%，年至今上涨5.40%。 据了解，上证行业指数系列将沪市的全部样本按照行业分类标准划分为能源、原材料、工业等一级行 业，并选择各个行业对应的上市公司证券编制相应的行业指数，以反映上证行业指数在二级市场的整体 表现。该指数以2003年12月31日为基日，以1000.0点为基点。 从上证通信服务行业指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证通信服务行业指数持仓样本的行业来看，通信服务占比100.00%。 ...

证券之星消息，8月18日航天装备板块较上一交易日上涨1.51%，中天火箭领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。航天装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) | | --- | --- | --- | --- | --- | --- | | 003009 | 中天火箭 | 53.65 | 10.01% | 10.58万 | 5.39亿 | | 300722 | 新余国科 | 38.77 | 3.19% | 12.18万 | 4.67 Z | | 601698 | 中国 通 | 20.64 | 1.57% | 45.08万 | 9.26 G | | 002829 | 星网宇达 | 22.15 | 1.14% | 9.70万 | 2.15亿 | | 600879 | 航大电子 | 11.04 | 0.45% | 124.24万 | 13.72亿 | | 688523 | 航天环宇 | 25.29 | 0.40% | 7.45万 | 2668"I | | 688282 | 理工导航 | ...

Core Viewpoint - The A-share market is experiencing a significant rise, particularly in the telecommunications sector, with the Telecom 50 ETF (560300) increasing nearly 4% and several key stocks reaching notable gains [1][2]. Group 1: Market Performance - The Telecom 50 ETF (560300) saw a rise of 3.86%, closing at 1.670, with a trading volume of 18,300 and a turnover rate of 6.13% [2]. - Key stocks within the ETF include ZTE Corporation, which hit the daily limit, and other notable performers such as Guangku Technology (+15%), Zhongji Xuchuang (+9%), Yinzhijie (+5%), and Xinyi Sheng (+4%) [1]. Group 2: Industry Growth - The National Bureau of Statistics reported a rapid growth in retail sales of information services, with a year-on-year increase of over 10% in the first seven months of the year, indicating a strong demand for digital audio-visual and online entertainment services [3]. - The three major telecom operators in China (China Mobile, China Telecom, and China Unicom) reported a total mid-term dividend of approximately 74.256 billion, reflecting stable growth in core business and rapid development in strategic emerging sectors, particularly in artificial intelligence [3][4]. Group 3: Future Outlook - The telecom sector is expected to see new demand driven by advancements in AI, IoT, satellite communication, and low-altitude economy, which are anticipated to create new growth opportunities [4]. - Analysts suggest that the operators will focus on enhancing cash flow management and improving revenue quality, with a long-term investment focus on computing networks and cloud services [3].

Group 1 - The core concept of low-altitude economy refers to economic activities involving manned and unmanned aerial vehicles operating below 1000 meters, aimed at alleviating ground traffic pressure and enhancing operational efficiency in various scenarios [9][10] - The low-altitude economy has been recognized as a strategic emerging industry by the Chinese government, with significant policy support and a coherent implementation framework established [11][14] - The market size of China's low-altitude economy reached 505.95 billion yuan in 2023, with a growth rate of 33.8%, and is expected to exceed 1 trillion yuan by 2026 [2][30] Group 2 - The low-altitude economy is characterized by over 8000 companies, with a significant focus on drone and eVTOL sectors, which are attracting substantial capital investments [2][36] - In 2024, there were 139 financing events in the low-altitude economy, totaling 32.104 billion yuan, with eVTOL financing increasing by 310% year-on-year [2][36] - The development of low-altitude economy is supported by a multi-tiered legislative framework, including the implementation of regulations for unmanned aerial vehicles and the establishment of dedicated government agencies [15][16] Group 3 - Local governments across 30 provinces have prioritized the low-altitude economy, with initiatives such as the launch of interprovincial low-altitude passenger routes and the establishment of urban air traffic demonstration centers [19][20] - The low-altitude economy is expected to drive new economic growth points, with applications in logistics, emergency rescue, and urban transportation becoming increasingly prominent [10][30] - The integration of advanced technologies such as AI and 5G is anticipated to further enhance the development of the low-altitude economy, leading to a more robust and innovative industry landscape [11][12]

| 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 | | 2054.95万 | 3.14% | -2847.05万 | -4.35% | 792.09万 | 1.21% | | 003009 中天火箭 | | 1473.85万 | 4.24% | -1618.26万 | -4.66% | 144.41万 | 0.42% | | 002829 星网宇达 | | -231.65万 | -1.43% | -22.66万 | -0.14% | 254.31万 | 1.57% | | 688282 理工导航 | | -365.06万 | -14.39% | 131.97万 | 5.20% | 233.09万 | 9.19% | | 688523 航天环宇 | | -1539.43万 | -8.63% | -410.24万 | -2.30% | 1949.67万 | 10.93% | | 600118 中 ...