1月12日，市场牛市氛围热烈，商业航天、卫星导航涨势如虹。一键布局商业航天+卫星导航+低空经济 +大飞机的通用航空ETF华宝（159231）开盘后一路震荡上行，盘中一度上涨9.65%，收盘大涨8.71%， 同时刷新上市以来单日最大涨幅及上市以来收盘价格最高点。资金越涨越买，单日再获资金净申购3600 万份！ | 日 周 月 * 绿色群 F9 前景灯 超级叠加 面线 工具 @ (2 ) | | | | | | 通用航空ETF华宝 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收0.811 幅8.71%(0.065) 于0.762 高0.820 低0.756 均0.784 量 | E | | 0.87 1 +0.065 +8.71% | | | 159231 | | | | 0.526 2025/09/03-2026/01/12(033日)▼ al | | | 5ZSE CNY 15:00:00 010 宜看L2全图 | | | | | 100 | | 0.820- | 0.830 | 净值出張 | | 华宝国证资用航空产业ETF ...

1月12日，市场牛市氛围热烈，商业航天、卫星导航涨势如虹。一键布局商业航天+卫星导航+低空经济+大飞机的通用航空ETF华宝（159231）开盘后一路 震荡上行，盘中一度上涨9.65%，收盘大涨8.71%，同时刷新上市以来单日最大涨幅及上市以来收盘价格最高点。资金越涨越买，单日再获资金净申购3600 万份！ | 日周月刊 综合屏 F9 前复权 超级叠加 画线 工具 令 (2) » | | | | | | --- | --- | --- | --- | --- | | 收0.811 幅8.71%(0.065) 开0.762 高0.820 低0.756 均0.784 量 | WP | | 0 811 +0.065 +8.71% | | | 0.526 2025/09/03-2026/01/12(83日)▼ ■ | | | SZSE CNY 15:00:00 闭市 查看L2全景 | | | 0.820- | 0.830 | 净值走势 | | 华宝国证通用航空产业E | | | | 委比 | 77.53% 委差 | 44 | | | | 卖五 | 0.818 | | | | 0.770 | | 0.817 | | | ...

Core Viewpoint - The aviation equipment sector experienced a significant increase of 4.11% on January 12, with Jianghang Equipment leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4165.29, up by 1.09%, while the Shenzhen Component Index closed at 14366.91, up by 1.75% [1]. - Jianghang Equipment (688586) saw a closing price of 18.16, with a remarkable increase of 17.01% and a trading volume of 563,600 shares, amounting to a transaction value of 9.51 billion [1]. - Other notable performers included Xibu Superconductor (688122) with a closing price of 106.21, up by 14.27%, and Huamai Technology (688281) at 104.01, up by 12.29% [1]. Group 2: Fund Flow Analysis - The aviation equipment sector experienced a net outflow of 1.313 billion from institutional investors, while retail investors saw a net inflow of 852 million [2]. - The individual stock fund flow indicated that Guangwei Composite (300699) had a net inflow of 2.39 million from institutional investors, while it faced a net outflow of 28.2 million from retail investors [3]. - Zhongjian Technology (300777) reported a net inflow of 102 million from institutional investors, contrasting with a net outflow of 36.97 million from retail investors [3].

中泰股份20%涨停，中国核建、雪人集团、安泰科技、合锻智能等涨停， 哈焊华通、常辅股份、西部 超导等多股涨逾10%。 编辑丨瑜见 1月12日，可控核聚变概念股午后拉升，截至发稿，板块指数涨超4%。 | 代码 | 名称 | 涨幅号 | 总金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | azo576 | 天力复合 | +28.20% | 12.19 乙 | 134.1 乙 | 122.83 | | 300435 | 中泰股份 | +20.02% | 14.49 Z | 121.9 乙 | 31.60 | | 688102 | 斯瑞新材 | +19.95% | 30.04亿 | 435.1 乙 | 56.15 | | 688776 | 国光电气 | +17.81% | 11.96 乙 | 149.4亿 | 137.88 | | 688122 | 四部超导 | +16.73% | 66.02 Z | 704.9 乙 | 108.38 | | 301522 上大股份 | | +14.77% | 18.41 乙 | 184.9 乙 | 49.73 | | 3 ...

Group 1 - The commercial aerospace sector is experiencing significant growth, with the launch of the Ceres-1 rocket scheduled between January 16-18, 2026, targeting a launch window at approximately 4 AM [1] - China has submitted an application for frequency resources for over 200,000 satellites by December 2025, indicating a strong push in satellite deployment [1] - Key events such as increased launch density, technology validation milestones, and accelerated constellation networking are expected to catalyze the commercial aerospace market [1] Group 2 - The China Defense Index (399973) has seen a strong increase of 4.57%, with notable stock performances from companies like Guobo Electronics (up 19.99%) and Zhongke Xingtou (up 17.52%) [1] - The Defense ETF (512670) has also risen by 4.55%, marking its third consecutive increase, with the latest price reported at 1.08 yuan [1] - The top ten weighted stocks in the China Defense Index as of December 31, 2025, include Aerospace Electronics and AVIC Shenyang Aircraft, collectively accounting for 42.34% of the index [2]

Core Viewpoint - The non-ferrous metal sector continues to surge, with a net inflow of 17.5 billion yuan on January 9, ranking third among 31 first-level industries in the Shenwan classification [1][8] - The popular ETF, Huabao Non-Ferrous ETF (159876), saw its price rise over 3.5% during the day, closing up 3.24%, reaching a new historical high [1][8] - The ETF's trading volume exceeded its listing high, indicating a potential buying signal for investors [1][8] Fund Inflows and Performance - Huabao Non-Ferrous ETF experienced a net subscription of 57.6 million units, with a total net inflow of 194 million yuan over the past five days, and 279 million yuan over the last ten days [1][8] - The trading volume for the ETF reached 88.1 million yuan, showing a slight increase compared to previous periods [1][8] Market Trends and Analysis - The U.S. non-farm payroll report released on January 9 indicates potential for further interest rate cuts by the Federal Reserve, which could lead to a super cycle for industrial metals like copper and aluminum [2][8] - Recent price increases in various minor metals, particularly tungsten, are attributed to supply constraints and rising global demand for strategic resources [2][8] - Analysts predict that under conditions of loose liquidity and frequent supply disruptions, prices for copper, aluminum, gold, and battery metals are likely to continue rising through 2026 [2][8] Sector Highlights - Leading stocks in the non-ferrous metal sector, such as Yunnan Zinc Industry and Xiamen Tungsten Industry, have shown significant gains, with some stocks reaching their daily limit [3][10] - The Huabao Non-Ferrous ETF covers a wide range of industries, including precious metals, strategic metals, and industrial metals, allowing for better exposure to the sector's performance [4][8]

证券代码：688122 证券简称：西部超导 公告编号：2026-005 西部超导材料科技股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投票，应按照《上海证券交易 所科创板上市公司自律监管指引第1号 一 规范运作》等有关规定执行。 （七）涉及公开征集股东投票权 至2026年1月26日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的9:15- 15:00。 重要内容提示： 2026年第一次临时股东会 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026年1月26日 （六）融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 不适用 二、会议审议事项 本次股东会审议议案及投票股东类型 ● 股东会召开日期：2026年1月26 ...

证券日报网讯 1月9日，西部超导发布公告称，公司将于2026年1月26日召开2026年第一次临时股东会。 （文章来源：证券日报） ...

Group 1 - The non-ferrous metal sector experienced significant inflows, with a net capital inflow of 17.5 billion yuan on January 9, ranking third among 31 Shenwan first-level industries [1] - The popular ETF, Huabao Non-ferrous ETF (159876), saw its price rise over 3.5% during the day, closing up 3.24%, reaching a new historical high [1] - The ETF recorded a net subscription of 57.6 million units, with a total net inflow of 279 million yuan over the past 10 days [1] Group 2 - Several small metal varieties have seen significant price increases, particularly tungsten, driven by supply constraints and growing demand for strategic resources [2] - Analysts predict a "super cycle" for industrial metals like copper and aluminum, supported by loose liquidity and strong structural demand [2][3] - The Huabao Non-ferrous ETF covers a wide range of sectors including copper, aluminum, gold, rare earths, and lithium, allowing for better exposure to the entire sector's performance [4]

Group 1 - The aviation equipment sector experienced a significant increase of 3.29% on January 9, with Huayin Technology leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Key stocks in the aviation equipment sector showed notable price increases, with Huayin Technology rising by 18.92% to a closing price of 92.63, and Xibu Superconductor increasing by 11.32% to 92.95 [1] Group 2 - The aviation equipment sector saw a net inflow of 243 million yuan from institutional investors, while retail investors contributed a net inflow of 907 million yuan [2] - Major stocks like Guangqi Technology and Aerospace Rainbow had mixed fund flows, with Guangqi Technology experiencing a net inflow of 639 million yuan from institutional investors [3] - The overall trading volume in the aviation equipment sector was substantial, with significant transactions recorded for stocks like Xibu Superconductor and Aerospace Rainbow [1][2]