| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601112 | N振石 | 24.78 | 121.65% | 120.23万 | 32.20 乙 | | 301526 | 国际复材 | 8.66 | 3.96% | 332.08万 | 30.19亿 | | 600293 | 三峡新材 | 3.73 | 1.91% | 89.17万 | 3.27亿 | | 618009 | 耀皮玻璃 | 8.52 | 1.43% | 13.65万 | 1.16亿 | | 601636 | 旗滨集团 | 7.20 | 1.41% | 80.82万 | 5.83亿 | | 603601 | 再升科技 | 11.90 | 1.10% | 257.68万 | 30.28亿 | | 000012 | 南 玻 A | 4.71 | 0.86% | 24.62万 | 1.16亿 | | 002613 | 北玻股份 | 3.92 | -1.26% | 17.90万 | 7056.33万 | | 605006 | 山东玻纤 | ...

Investment Rating - The report maintains an "Overweight" rating for the commercial aerospace industry, indicating a positive outlook for the sector in the coming months [1]. Core Insights - The commercial aerospace industry is expected to undergo a significant transformation by 2026, driven by advancements in launch capabilities and the successful deployment of domestic rockets, which will remove previous constraints on industry growth [8][9]. - The competition in commercial aerospace is fundamentally a "land grab" for space sovereignty and resource allocation, emphasizing the need for increased launch frequency to secure China's position in low Earth orbit [10]. - The report highlights the strategic importance of commercial aerospace in national defense and resource acquisition, particularly in the context of lunar resources like Helium-3, which could reshape global energy dynamics [12]. - Key catalysts for the industry include domestic policy support and capital market developments, with significant IPOs expected from leading aerospace companies in 2026 [13][15]. Summary by Sections 1. Why has the domestic commercial aerospace industry reached a qualitative change? - The industry has transitioned from a limited payload capacity to a robust launch capability, marked by the successful launch of the Zhuque-3 rocket, which signifies a shift from speculative themes to a narrative driven by operational capacity [8]. 2. How to understand the importance of commercial aerospace? - The scarcity of low Earth orbit resources has made the commercial aerospace race a critical national strategy, with the need to enhance launch frequency to secure space assets and maintain competitive advantages [10][11]. 3. What subsequent catalysts are worth paying attention to in commercial aerospace? 3.1. Domestic: Accelerated release of policy and capital dividends - The report anticipates significant policy support and capital market activity, with major aerospace companies expected to enter the IPO market in 2026, reflecting the strategic importance of the sector [13]. 3.2. International: Clear policy framework and tight planning timeline - The U.S. has shifted from a public to a private ownership model for space resources, establishing a legal framework that encourages commercial investment in space resource development [15][16]. 4. Investment Recommendations 4.1. SpaceX Concept - Companies that could potentially enter the SpaceX supply chain are highlighted, indicating a strong future in commercial aerospace [17]. 4.2. Rocket Sector: "Many Stars, Few Rockets" Expected to Breakthrough - The report suggests that advancements in large-capacity reusable rocket technology will lead to significant changes and valuation adjustments in the sector [19]. 4.3. Satellite Sector: Certainty in Implementation - The urgency to secure low Earth orbit resources is driving domestic satellite constellations from planning to large-scale deployment [20]. 4.4. Space Computing and Space Photovoltaics: Next-Generation Core Tracks - The report identifies space computing and space photovoltaics as critical future sectors, emphasizing their role in supporting lunar economies and global intelligence ecosystems [22].

证券代码：603601 证券简称：再升科技 公告编号：临 2026-018 重庆再升科技股份有限公司 关于使用部分暂时闲置自有资金购买理财产品 到期赎回的公告 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。 重要内容提示： 基本情况 | 产品名称 | 兴 银 融 | 业 | 行 | 企 | 业 | 金 | 人 | 民 | 币 | 结 | 构 性 | 存 | 款 产 | 品 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | (CC34251020002-00000000) | | | | | | | | | | | | | | | 受托方名称 | 兴业银行股份有限公司 | | | | | | | | | | | | | | | 赎回金额 | 10,000 | | 万元 | | | | | | | | | | | | | 产品期限 | 2025 年 24 日-2026 | | 10 | ...

证券之星消息，1月28日玻璃玻纤板块较上一交易日上涨6.37%，宏和科技领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。玻璃玻纤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) | | | --- | --- | --- | --- | --- | --- | --- | | 603256 | 宏和科技 | 52.03 | 10.00% | 28.84万 | | 14.73亿 | | 603601 | 再升科技 | 11.77 | 10.00% | 225.04万 | | 25.07亿 | | 002080 | 中材料技 | 42.93 | 9.99% | 86.59万 | | 35.90 乙 | | 600176 | 中国巨石 | 21.80 | 6.29% | 105.60万 | | 22.76亿 | | 301526 | 国际复材 | 8.33 | 5.84% | 212.98万 | | 17.49 Z | | 002201 | 九鼎新材 | 15.63 | 3.99% | 158.95万 | | ...

技 截至1月27日收盘，中芯国际概念上涨2.29%，位居概念板块涨幅第8，板块内，67股上涨，圣晖集成、 亚翔集成等涨停，恒烁股份、兴福电子、芯源微等涨幅居前，分别上涨14.53%、12.53%、11.32%。跌 幅居前的有至纯科技、多氟多、顺钠股份等，分别下跌5.49%、5.39%、4.71%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 培育钻石 | 3.31 | 动物疫苗 | -2.76 | | 汽车芯片 | 3.26 | 禽流感 | -2.03 | | 国家大基金持股 | 3.18 | 煤炭概念 | -1.99 | | BC电池 | 3.09 | 养鸡 | -1.97 | | MCU芯片 | 2.99 | 粮食概念 | -1.96 | | 存储芯片 | 2.64 | 维生素 | -1.96 | | 第三代半导体 | 2.30 | 钛白粉概念 | -1.94 | | 中芯国际概念 | 2.29 | 芬太尼 | -1.90 | | TOPCON电池 | 2.25 | 环氧丙烷 | -1.89 | | ...

证券之星消息，1月27日玻璃玻纤板块较上一交易日下跌0.52%，九鼎新材领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。玻璃玻纤板块个股涨跌见下表： 从资金流向上来看，当日玻璃玻纤板块主力资金净流出2.61亿元，游资资金净流出3198.84万元，散户资 金净流入2.93亿元。玻璃玻纤板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603601 | 再升科技 | 10.70 | 6.36% | 209.11万 | 22.67亿 | | 600293 | 三峡新材 | 3.69 | 1.37% | 144.79万 | 5.23亿 | | 600876 | 凯盛新能 | 10.80 | 1.12% | 7.59万 | 8047.63万 | | 002613 | 北玻股份 | 4.00 | 0.76% | 1 28.84万 | 1.14亿 | | 600819 | 耀皮玻璃 | 8.70 | 0.46% | 13.45万 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300855 | 图南股份 | 家 | 10.45 | 156亿 | 22.11 | | 600391 | 航发科技 | 1 | 10.00 | 175亿 | 43.18 | | 300775 | 三角防务 | 1 | 9.68 | 212亿 | 27.47 | | 603601 | 再升科技 | 1 | 7.65 | 124亿 | -13.15 | | 002471 | 中超控股 | + | 7.29 | 117亿 | 6.48 | | 688510 | 航亚科技 | | 6.68 | 101亿 | 45.35 | | 688563 | 航材股份 | 1 | 6.13 | 330亿 | 25.29 | | 000534 | 万泽股份 | 张 | 6.13 | 154亿 | 37.00 | | 688231 | 隆达股份 | | 5.72 | 79.34 Z | 23.62 | | 600893 | 航发动力 | 1 | 5.70 | 1296亿 | 2 ...

从资金流向上来看，当日玻璃玻纤板块主力资金净流出5.51亿元，游资资金净流入1440.74万元，散户资 金净流入5.36亿元。玻璃玻纤板块个股资金流向见下表： 证券之星消息，1月26日玻璃玻纤板块较上一交易日下跌0.56%，再升科技领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。玻璃玻纤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) | | | --- | --- | --- | --- | --- | --- | --- | | 002201 | 九鼎新材 | 16.28 | 10.00% | 198.66万 | | 31.00亿 | | 603256 | 宏和科技 | 48.35 | 2.44% | 40.51万 | | 19.85 G | | 600293 | 三峡新材 | 3.64 | 0.28% | 266.05万 | | 10.01亿 | | 605006 | 山东玻纤 | 7.93 | 0.00% | 13.29万 | | 1.05亿 | | 601636 | 旗滨集团 | 6.93 ...

Core Viewpoint - The company has been supplying high-silica fiber products to a well-known international aerospace company since 2020, and currently has no outstanding orders to fulfill [1]. Group 1 - The company has been engaged in direct supply of high-silica fiber products to an international aerospace company since 2020 [1]. - The term "no outstanding orders" indicates that there are currently no unfulfilled orders at this time [1].

（文章来源：证券日报） 证券日报网讯 1月23日，再升科技在互动平台回答投资者提问时表示，公司凭借多年市场积累和品牌建 设，已建立完善全球销售体系，产品远销欧美、日韩、东南亚等地，与众多国外客户保持良好合作。 2025年上半年，国外销售收入占主营业务收入的36.09%。 ...