| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688387 | 信科移动-1 1 | | 18.37 | 641亿 | 45.35 | | 920116 | 星图测控 | 1 | 15.35 | 185亿 | 36.69 | | 920021 | 流金科技 | | 11.34 | 25.18亿 | 21.28 | | 920640 | 富士达 | | 10.87 | 95.74亿 | 35.57 | | 300435 | 中泰股份 | 1 | 10.79 | 113亿 | 31.28 | | 002342 | 巨力索具 | | 10.02 | 116亿 | 31.30 | | 002792 | 通宇通讯 | 4 | 10.00 | 350亿 | 56.58 | | 603017 | 中衡设计 | | 10.00 | 40.41亿 | 32.04 | | 600477 | 杭萧钢构 | 1 | 10.00 | 93.81亿 | 33.33 | | 002115 | 一维通信 | 1 | 9.99 | 1 ...

1月12日，A股开盘，三大股指涨跌不一，沪指涨0.35％，深成指涨0.47％，创业板跌0.13％。 盘面上，AI应用板块大幅上涨，易点天下开涨近14%，人民网、视觉中国竞价涨停，每日互动、并行科 技等多股跟涨。现货金银价格创新高，黄金首次突破4600美元，现货白银站上84.02美元！贵金属大 涨，湖南白银、招金黄金涨幅居前。 焦点股方面，16倍大牛股天普股份复牌一字跌停，因公司股票交易异常波动公告涉嫌重大遗漏等，中国 证监会决定对公司进行立案。 展望后市，华西证券认为，伴随市场成交额突破3万亿元，A股震荡中枢再度向上突破，春季做多窗口 期有望延续。机会方面，中信建投建议关注扩内需与高景气细分赛道；华泰证券建议关注游戏、免税、 电池等行业。 | | 商业航天(02GN2306) | | + 板块 | | --- | --- | --- | --- | | | 2340.68 +65.66 +2.89% | | | | 股票名称 | 最新价 | 主力净流入 | 涨跌幅 | | 信科移动-U | 19.01 | 683.4万 | +20.01% + | | 图 688387 | | | | | 天银机电 | 45. ...

Group 1 - The A-share market is experiencing a year-end rally with accelerated rotation of hot sectors, including commercial aerospace, brain-computer interfaces, storage chips, controllable nuclear fusion, and photoresist [1][3] - In December 2025, a total of 155 public fund institutions participated in A-share research, with Huaxia Fund leading with 100 research sessions [1][7] - Notably, stocks with multiple hot concepts have shown significant price increases, resulting in several "double stocks," while some stocks have experienced rapid declines due to short-term speculation [1][8] Group 2 - The brain-computer interface concept stock, Entropy Technology, has been the most researched since the beginning of 2026, attracting 132 institutions, including 36 public funds [3] - Superjet Co., involved in commercial aerospace, has also gained attention, with 109 institutions participating in its research sessions, focusing on its rocket structure component production line [4] - Guanglian Aviation, a leading private enterprise in aerospace equipment structure, has attracted 79 institutions for its research, emphasizing its participation in national projects [4] Group 3 - Companies like Dineike, focusing on smart home and medical communication devices, have attracted 60 institutions, with interest in their brainwave interaction technology [5] - Other notable companies include Guojijiang Precision Engineering and Tangyuan Electric, which are involved in commercial aerospace and robotics, respectively, attracting significant institutional interest [5] - Prior to the year-end rally, institutions had already begun research layouts, with 71 public institutions conducting at least 20 research sessions each in December 2025 [7] Group 4 - Since December 2025, several stocks have shown strong performance, with Superjet Co. and Hualing Cable seeing price increases of over 150%, while others like Guanglian Aviation and Haoshi Electromechanical have risen over 120% [8] - Conversely, some stocks, such as Tianming Technology, have experienced significant price corrections due to clarifications regarding their business focus, leading to a nearly 20% decline in early January 2026 [8]

Group 1: Satellite Industry Overview - The satellite internal structure is divided into satellite platforms and payloads, with platforms providing necessary support for payloads to achieve mission objectives[4] - Effective payloads are the instruments and systems that perform specific tasks on satellites, primarily including antenna subsystems and transponder subsystems for communication satellites[5] - The satellite attitude control system consists of sensors, controllers, and actuators to maintain the satellite's orientation and stability[24] Group 2: Investment Opportunities - Key beneficiaries in the satellite industry include companies involved in attitude control (e.g., Tianyin Electromechanical, Aerospace Zhizhuang) and TR components (e.g., Zhenlei Technology, Chengchang Technology)[5] - The market performance of small-cap indices like the CSI 1000 and CSI 500 has outperformed large-cap indices such as the SSE 50 and CSI 300 this week[6] - New shares listed this week include 1 company on A-shares and 6 companies on the Hong Kong Stock Exchange, indicating a vibrant IPO market[6] Group 3: Market Trends and Recommendations - The report highlights investment themes in smart vehicles and high-end manufacturing, recommending stocks such as Hu Guang Co., Ruihu Mould, and Aopute[7] - The satellite industry is expected to benefit from advancements in low-orbit satellite payloads, particularly in transponders and phased array antennas, which are crucial for communication satellites[70] - The cost structure of low-orbit communication satellites shows that payloads account for approximately 75% of costs, with antennas and TR components being the major contributors[51]

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交7.26亿元， 其中，买入成交额为4.14亿 元，卖出成交额为3.12亿元，合计净买入1.02亿元。具体来看，今日上榜的前五大买入营业部中，有1家 机构专用席位现身，即买四，买入金额分别为6814.47万元，沪股通为第三大买入营业部，买入金额为 7487.08万元，营业部合计买入2.71亿元。卖出营业部中，沪股通为第一大卖出营业部，卖出金额为 14416.80万元，营业部合计卖出1.68亿元。买卖金额相抵，机构专用席位今日净买入该股6814.47万元， 沪股通今日净卖出该股6929.73万元。 资金流向方面，该股今日全天主力资金净流入3.37亿元。（数据宝） 信科移动-U1月9日龙虎榜 1月9日信科移动-U（688387）收盘价15.84元，收盘涨停，全天换手率9.30%，振幅11.94%，成交额 29.08亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 11429.74 | | 国泰海通证券 ...

Group 1 - The core point of the article is that China Communications Technology Co., Ltd. has obtained a patent for a "Service Quality Control Method, Device, and Readable Storage Medium," with the authorization announcement number CN119697124B, applied on September 2023 [1] Group 2 - China Communications Technology Co., Ltd. was established in 1998 and is located in Wuhan, primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 341.875 million RMB [1] - The company has made investments in 8 enterprises, participated in 1,893 bidding projects, holds 36 trademark registrations, and has 1,346 patents, along with 11 administrative licenses [1] Group 3 - Datang Mobile Communication Equipment Co., Ltd. was established in 2002 and is located in Beijing, primarily engaged in internet and related services, with a registered capital of 150.113 million RMB [1] - The company has invested in 4 enterprises, participated in 695 bidding projects, holds 64 trademark registrations, and has 5,000 patents, along with 17 administrative licenses [1]

Group 1 - The main point of the news is that the net outflow of main funds in the Shanghai and Shenzhen markets reached 24.126 billion yuan, with the Sci-Tech Innovation Board experiencing a net outflow of 5.449 billion yuan [1] - A total of 224 stocks on the Sci-Tech Innovation Board saw net inflows, while 376 stocks experienced net outflows [1] - Among the stocks with significant net inflows, Haiguang Information led with a net inflow of 457 million yuan, followed by Xinke Mobile-U and Qiangyi Co., with net inflows of 337 million yuan and 323 million yuan respectively [1] Group 2 - There are 56 stocks that have seen continuous net inflows for more than three trading days, with Anxu Bio leading at 10 consecutive days of inflow [2] - The stock with the longest continuous net outflow is Dameng Data, which has seen outflows for 23 consecutive trading days [2] - The top stocks by net inflow include Haiguang Information, Xinke Mobile-U, and Qiangyi Co., with respective inflows of 457.4 million yuan, 337.4 million yuan, and 323.1 million yuan [2][3]

证券之星消息，1月9日通信设备板块较上一交易日上涨0.42%，震有科技领涨。当日上证指数报收于4120.43，上涨0.92%。深证成指报收于 14120.15，上涨1.15%。通信设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) | | --- | --- | --- | --- | --- | --- | | 688418 | 農有科技 | 57.29 | 20.00% | 36.05万 | 19.52亿 | | 688387 | 信科移动 | 15.84 | 20.00% | 187.53万 | 29.08亿 | | 688143 | 长常通 | 58.70 | 10.01% | 14.50万 | 8.10亿 | | 002017 | 东信和平 | 25.19 | 10.00% | 58.60万 | 14.49亿 | | 600776 | 东方通信 | 20.35 | 10.00% | 111.77万 | 21.59亿 | | 002296 | 辉煌科技 | 12.43 | 10.00% | 84.16万 | 10.33亿 | | 002796 | ...

1月9日，A股市场商业航天板块继续飙升，其中，震有科技、国科军工、信科移动、邵阳液压20CM涨 停，旭升集团、巨力索具、航天科技、中衡设计、航天电子、国机精工、云南锗业、江顺科技、安泰科 技、东方钽业、金风科技、神开股份、中国一重等10CM涨停。 最新消息，广州市人民政府办公厅发布《广州市加快建设先进制造业强市规划(2024—2035年)》提出， 到2035年，打造具有全球影响力的中国商业航天新一极。涌现一批商业航天领域骨干企业，产业规模进 一步壮大。《规划》提到，聚焦攻关可重复使用火箭技术，依托从化商业火箭液体动力系统试验中心及 总装测试产业化基地，为中大型液体火箭研制提供坚实基础，未来将面向全国科研院所、企业和高校等 开放共享。推动南沙中科宇航液体火箭总装测试基地建设和黄埔星河动力火箭总装基地尽快落地，研发 大推力、可复用液体火箭，打造低成本、高密度的航天发射能力。除火箭外，《规划》支持鼓励广州市 高校及企业开展"五羊系列星座""大湾智通"等卫星星座建设，服务国家战略的同时，牵引卫星制造、火 箭发射、卫星运营和应用产业发展，推动商业航天人才、资本和企业集聚广州，构建完整商业航天产业 生态。 | 代码 | ...

格隆汇1月9日｜A股市场商业航天板块继续飙升，其中，震有科技、国科军工、信科移动、邵阳液压 20CM涨停，旭升集团、巨力索具、航天科技、中衡设计、航天电子、国机精工、云南锗业、江顺科 技、安泰科技、东方钽业、金风科技、神开股份、中国一重（维权）等10CM涨停。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 603305 | 旭升集团 | 都 | 10.02 | 221亿 | 18.05 | | 002342 | 巨力索具 | 1 | 10.02 | 105亿 | 19.35 | | 000901 | 航天科技 | 1 | 10.02 | 266亿 | 16.89 | | 603017 | 中衡设计 | 1 | 10.01 | 36.73亿 | 20.04 | | 600879 | 航天电子 | 1 | 10.01 | 947亿 | 34.57 | | 002046 | 国机精工 | 4 | 10.01 | 249亿 | 7.43 | | 002428 | 云南猪业 | 1 | 10.01 | 254 ...