8日，A股走势现分化，沪指盘中窄幅震荡，创业板指弱势下探，科创50指数强势上扬；港股再度下挫，两大股指均跌超1%。 具体来看，沪指盘中窄幅震荡，尾盘翻绿；科创50指数较为强势，盘中一度大涨近3%。截至收盘，沪指微跌0.07%报4082.98点，深证成指跌0.51%，创业 板指跌0.82%，科创50指数涨0.82%，沪深北三市合计成交约2.83万亿元，较此前一日减少约550亿元。 全A超3700股飘红， 逾110股涨停。商业航天概念再度爆发，乾照光电（300102）、谱尼测试（300887）等尾盘快速涨停，金风科技斩获3连板；工业软件 概念崛起，宝信软件涨停，汉得信息等大涨；可控核聚变概念活跃，中国核建、航天晨光、派克新材等涨停；此外，AI产业链股上扬，寒武纪盘中一度 涨超6%，全日成交215.8亿元，位居A股成交额首位。值得注意的是，大金融板块集体回调，华林证券跌停，中国平安跌逾4%。 港股方面，"全球大模型第一股"智谱上市首日盘中一度破发，收盘涨逾13%报131.5港元/股，最新市值579亿港元。 商业航天概念爆发 商业航天概念盘中大幅拉升，个股掀涨停潮。截至收盘，和顺电气、邵阳液压、乾照光电、海兰信、航天 ...

Market Overview - A-shares showed mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the STAR Market Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, and the ChiNext Index dropped 0.82%. In contrast, the STAR Market Index rose 0.82% [1] - Total trading volume in the Shanghai, Shenzhen, and Hong Kong markets was approximately 2.83 trillion yuan, a decrease of about 550 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 3700 stocks in the A-share market rising, and more than 110 stocks hitting the daily limit [3] - Notable stocks included Qian Zhao Guang Dian and Pu Ni Test, which quickly reached their daily limit, while Jin Feng Technology achieved three consecutive limit-ups [6] - The sector's growth was attributed to the launch of a large liquid carrier rocket assembly and recovery reuse base project in Hangzhou, marking a significant milestone in China's commercial aerospace development [8] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept was notably active, with stocks like Ha Han Hua Tong and Tian Li Composite seeing significant gains, with some stocks hitting the daily limit [10] - Recent breakthroughs in controlled nuclear fusion technology were reported, including the confirmation of the existence of a density-free zone in the Tokamak, which is crucial for high-density operation [12] - The upcoming 2026 Nuclear Fusion Energy Technology and Industry Conference aims to promote collaboration and innovation within the nuclear fusion industry [12] Industrial Software Sector - The industrial software concept experienced a strong rally, with stocks like Han De Information and Bao Xin Software reaching their daily limit [14] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to enhance the development of industrial software, indicating a supportive policy environment for the sector [16][17] - The government's focus on upgrading industrial software and related technologies is expected to drive rapid growth in the domestic industrial software industry [17]

证券之星消息，1月8日航空装备板块较上一交易日上涨4.78%，超卓航科领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。航空装备板块个股涨跌见下表： 从资金流向上来看，当日航空装备板块主力资金净流入24.87亿元，游资资金净流出12.53亿元，散户资金 净流出12.34亿元。航空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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600372 中航机载 | | | 5.56 Z | 13.24% | -2.76 Z | -6.57% | -2.80 Z | -6.67% | | 000768 中航西飞 | | | 2.91亿 | 7.76% | -4729.66万 | -1.26% | -2.44 Z | -6.50% | | 300699 光威复材 | | | 2.76/Z | 7.92% | -7879.81万 | ...

（文章来源：证券时报网） 数据宝统计，截至14:34，派克新材成交额14.63亿元，创上市以来新高。最新股价上涨10.00%，换手率 10.94%。上一交易日该股全天成交额为9.32亿元。（数据宝） ...

根据国家航天局消息，2025年，中国航天全年发射次数达到92次，创历史新高。 上市公司贡献重要力量 2026年高频发射将延续 "展望2026年，高频发射将延续，火箭回收将进入密集攻坚阶段，民营航天企业有望加速发展。"张思远 表示。 在2025年底，资本市场为商业航天企业敞开了大门。2025年12月26日，上海证券交易所正式发布《上海 证券交易所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》，支持尚 未形成一定收入规模的优质商业火箭企业在科创板发行上市。12月31日，蓝箭航天空间科技股份有限公 司科创板IPO申请正式获受理。 航天发射的高可靠性要求，决定产业链各环节企业必须具备硬核技术实力。上下游上市公司凭借深厚的 技术积淀与规模化生产能力，成为推动航天产业高质量发展的核心力量。众和昆仑(北京)资产管理有限 公司董事长柏文喜向《证券日报》记者表示："2025年，航天发射的亮眼成绩，离不开国企平台与民营 企业共同建构的产业生态，推动产业规模化发展。" 一方面，国有企业充分发挥引领作用。例如：航天科技（000901）控股集团股份有限公司自主研发的加 速度传感器以其精度高、可靠性高、体积小、 ...

证券之星消息，12月30日航空装备板块较上一交易日下跌0.98%，派克新材领跌。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。航空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) | | --- | --- | --- | --- | --- | --- | | 300965 | 恒宇信通 | 71.33 | 7.59% | 4.88万 | 3.41亿 | | 688685 | 迈信林 | 56.04 | 4.16% | 4.68万 | 2.62亿 | | 600765 | 中航重机 | 19.18 | 4.01% | 158.23万 | 30.80亿 | | 688122 | 西部超导 | 73.96 | 1.20% | 23.07万 | 17.12亿 | | 000561 | 煌火电子 | 12.34 | 1.15% | 80.33万 | 9.94亿 | | 600316 | 洪都航空 | 34.15 | 0.71% | 23.62万 | 7.93亿 | | 002933 | 新兴装备 | 36.3 ...

格隆汇12月30日｜A股市场商业航天股午后跳水，其中，天力复合跌超11%，神剑股份逼近跌停，超捷 股份跌超9%，航天环宇跌超8%，派克新材、金风科技跌超7%，创元科技、招标股份、江顺科技、泰胜 风能、铂力特、航宇科技、九丰能源跌超6%。 ...

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： 无锡派克新材料科技股份有限公司 股票交易异常波动的公告 公司敬请广大投资者关注本公告提示的相关风险，理性决策，审慎投资， 注意投资风险。 一、股票交易异常波动的具体情况 证券代码：605123 证券简称：派克新材 公告编号：2025-056 无锡派克新材料科技股份有限公司（以下简称"公司"）股票于 2025 年 12 月 25 日、2025 年 12 月 26 日、2025 年 12 月 29 日连续三个交易日收盘价格 涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属 于股票交易异常波动情形。 经公司自查并向控股股东、实际控制人书面发函查证，截至本公告披露 日，不存在应披露而未披露的重大事项或重大信息。 公司股票于 2025 年 12 月 25 日、2025 年 12 月 26 日、2025 年 12 月 29 日 连续三个交易日收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交 易规则》的有关规定，属于股票交易异常波动的情形。 二 ...

航空发动机概念资金流入榜 截至12月29日收盘，航空发动机概念上涨1.65%，位居概念板块涨幅第5，板块内，54股上涨，航天环 宇20%涨停，中超控股、海格通信、派克新材等涨停，超捷股份、银邦股份、航宇科技等涨幅居前，分 别上涨16.35%、14.18%、8.42%。跌幅居前的有航发科技、*ST新研、万泽股份等，分别下跌4.02%、 3.34%、2.85%。 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（%） | | --- | --- | --- | --- | | PEEK材料 | 3.23 | 乳业 | -1.90 | | 碳纤维 | 2.52 | 盐湖提锂 | -1.89 | | 兵装重组概念 | 1.94 | DRG/DIP | -1.71 | | 数字货币 | 1.73 | PVDF概念 | -1.68 | | 航空发动机 | 1.65 | 氟化工概念 | -1.61 | | 脑机接口 | 1.62 | 中芯国际概念 | -1.47 | | 跨境支付(CIPS) | 1.57 | 自由贸易港 | -1.46 | | 大飞机 | 1.34 | 磷化工 | -1. ...

Investment Rating - The industry investment rating is "Positive" [5] Core Insights - The Shanghai Stock Exchange has officially released guidelines for commercial rocket companies to apply for the fifth set of listing standards on the Sci-Tech Innovation Board, which supports high-quality commercial rocket enterprises that have not yet formed a certain revenue scale to go public [2][7] - The commercial rocket industry is expected to experience rapid growth due to continuous policy support, accelerated technological iteration, and the release of rocket production capacity, leading to a significant increase in the number of rockets and launch frequency in China [3][7] Summary by Relevant Sections Industry Overview - The guidelines emphasize that companies must have key core technologies and significant technological advantages or breakthroughs, focusing on the self-research capabilities of core components and key indicators such as payload capacity and multi-satellite launch capabilities [7] - The guidelines also require that commercial rocket companies achieve a milestone of successfully launching a medium to large reusable rocket payload into orbit [7] Market Dynamics - The commercial rocket sector is currently a bottleneck in the commercial aerospace industry, and with the release of production capacity, improvement in launch capabilities, and breakthroughs in reusable technology, the progress of satellite networking is expected to experience a leap forward [7] - The report identifies that the future of China's rocket sector will see a threefold resonance of capacity release, enhanced launch capabilities, and breakthroughs in reusable technology, which will accelerate the resolution of launch bottlenecks [7] Investment Targets - Recommended investment targets in the satellite sector include Aerospace Electronics (600879, Buy), Zhenlei Technology (688270, Not Rated), and others [7] - Recommended investment targets in the rocket sector include Aerospace Power (600343, Not Rated), Zhonghang Heavy Industry (600765, Buy), and others [7]