进一步统计，近3个月内该股累计发生39笔大宗交易，合计成交金额为1.22亿元。该股近5个交易日累计 下跌18.52%，主力资金合计净流出1.97亿元。 第2笔成交价格为21.63元，成交11.50万股，成交金额248.75万元，溢价率为-10.62%，买方营业部为国 泰海通证券股份有限公司总部，卖方营业部为国信证券股份有限公司北京分公司。 1月19日，航天软件收涨1.26%，收盘价为24.20元，发生2笔大宗交易，合计成交量20.8万股，成交金额 449.91万元。 第1笔成交价格为21.63元，成交9.30万股，成交金额201.16万元，溢价率为-10.62%，买方营业部为申万 宏源证券有限公司成都双流金河路证券营业部，卖方营业部为国信证券股份有限公司北京分公司。 责任编辑：小浪快报 ...

1月19日，航天软件大宗交易成交20.8万股，成交额449.91万元，占当日总成交额的1.19%，成交价21.63 元，较市场收盘价24.2元折价10.62%。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 类出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-19 | 航天软件 | 688562 | 21.63 | 248.75 | 11.5 | 国泰漫通运营服份 | 因菌症素男公有限 | | Ka | | 2026-01-19 | 航天软件 | 688562 | 21.63 | 201.16 | 9.3 | 公司黄星版 香港 | 因筒泥索劈纹盘圆 | | Ka | ...

证券日报网讯 1月16日，航天软件在互动平台回答投资者提问时表示，公司产品支持大模型标准接入， 依托MCP、A2A等新一代协议重构PLM智能内核，打造贯穿产品全生命周期的智能数字主线。其不仅 可实现多源异构系统的语义级无缝集成，更通过部署计划生成、设计平台、工艺编写等场景智能体，将 数据连接能力转化为直接的业务智能，赋能产品研发与生产全流程降本增效。 ...

Core Viewpoint - The company emphasizes its core business in the aerospace and government sectors, focusing on the development of proprietary software, IT services, and system integration to enhance market competitiveness through continuous R&D investment [1] Business Development - The company has established a collaborative development framework consisting of three main business areas: proprietary software, information technology services, and information system integration [1] - The company is committed to adhering to regulatory disclosure procedures for any significant business expansions in the future [1]

（原标题：航天软件大宗交易成交30.00万股 成交额698.10万元） 航天软件1月14日大宗交易平台出现一笔成交，成交量30.00万股，成交金额698.10万元，大宗交易成交 价为23.27元，相对今日收盘价折价11.69%。该笔交易的买方营业部为瑞银证券有限责任公司上海花园 石桥路证券营业部，卖方营业部为国信证券股份有限公司北京分公司。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 两融数据显示，该股最新融资余额为3.77亿元，近5日增加4406.72万元，增幅为13.23%。 据天眼查APP显示，北京神舟航天软件技术股份有限公司成立于2000年12月12日，注册资本40000万人 民币。（数据宝） 1月14日航天软件大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额 | 格 | 收盘折溢 | 买方营业部 | 卖方营业部 | | 股） | （万 | （元） | 价 | | | | | 元） | | （%） | | | | 30.00 | 698.10 | 23.27 | - ...

第1笔成交价格为23.27元，成交30.00万股，成交金额698.10万元，溢价率为-11.69%，买方营业部为瑞 银证券有限责任公司上海花园石桥路证券营业部，卖方营业部为国信证券股份有限公司北京分公司。 进一步统计，近3个月内该股累计发生37笔大宗交易，合计成交金额为1.18亿元。该股近5个交易日累计 上涨6.68%，主力资金合计净流出718.62万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月14日，航天软件收涨1.93%，收盘价为26.35元，发生1笔大宗交易，合计成交量30万股，成交金额 698.1万元。 ...

1月14日，航天软件大宗交易成交30万股，成交额698.1万元，占当日总成交额的0.9%，成交价23.27 元，较市场收盘价26.35元折价11.69%。 | 交易日期 证券简称 | | 壬丹代码 三 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 美出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 026-01-14 | 航天软件 | 688562 | 23.27 | 698.1 | 30 30 | 發開產落在國君話 | 恐怖星蒙劈奴為甲 | ya | ...

Market Overview - The A-share market experienced fluctuations with the Shanghai Composite Index down by 0.64% to 4138.76, the Shenzhen Component Index down by 1.37% to 14169.40, and the ChiNext Index down by 1.96% to 3321.89, while the total market turnover reached 3.7 trillion yuan [1][2][8]. Sector Performance - Sectors such as pharmaceuticals, precious metals, electric grid equipment, and oil service engineering showed positive performance, while previously popular sectors like commercial aerospace, controllable nuclear fusion, low-altitude economy, and chips faced declines [2][9]. - The electric grid equipment sector saw a significant rebound, with some stocks like YN Power and Double Jet Electric hitting their daily limit up by 20% and 30% respectively, indicating strong market interest [4][11]. Capital Flow - Major capital inflows were observed in the media sector with over 15.8 billion yuan, pharmaceuticals with over 9.1 billion yuan, and non-ferrous metals with over 5.3 billion yuan. Conversely, the electronics sector faced a net outflow exceeding 36 billion yuan [3][10]. Future Outlook - Analysts from Guangfa Securities suggest that if the spring market rally occurs earlier, it may indicate a favorable economic cycle, with potential adjustments in mid-January providing good investment opportunities [3][10]. - Haitong Securities noted that while the spring market may still have room for growth, the concentration of trading structures could lead to a rotation in market trends, advising investors to focus on high-value sectors with improving external demand [3][10]. Industry Developments - The Ministry of Industry and Information Technology and other departments released guidelines for the construction and application of industrial green microgrids, aiming to enhance green electricity usage in industrial sectors [6][13]. - The global demand for electricity in data centers is projected to increase significantly due to AI applications, with estimates suggesting an additional 325 to 580 TWh by 2028, which will elevate overall electricity demand [6][13]. - Goldman Sachs forecasts that investments in global digital infrastructure and energy systems driven by AI could reach 5 trillion USD over the next decade, with electric grid equipment being a primary beneficiary [6][13]. Transformer Industry Insights - Data from the General Administration of Customs indicates that transformer exports from January to November 2025 reached 57.86 billion yuan, marking a year-on-year increase of 36.3% [14]. - The transformer industry is currently facing significant order backlogs, leading to supply chain bottlenecks and market shortages [14]. Commercial Aerospace Sector - The commercial aerospace sector experienced a sharp decline, with the sector index dropping by 5.01%, and numerous stocks within the sector facing significant losses, including Aerospace Huan Yu and Aerospace Software [6][14][15].

Core Insights - The company has been continuously optimizing and upgrading its core product, the Shentong Database, which has improved in performance and functionality over the years [2] - In 2023, the company initiated a major upgrade for the Shentong Database, leading to the official release of version 8.0 in 2024 after extensive technical challenges and testing [2] - The Shentong Database has successfully passed security and reliability assessments by June 2025, indicating its robustness [2] - The product is widely utilized across critical sectors such as national defense, aerospace, military industry, e-government, auditing, transportation, healthcare, telecommunications, and finance, providing essential data support for core business systems [2]

Core Viewpoint - The company emphasizes the critical role of its self-developed industrial software in the entire process of satellite and rocket development, covering both research and design as well as production and manufacturing stages [1] Group 1: Software Application in Development - The software integrates management of core data such as 3D models, electronic design models, technical reports, process routes, and procedures during the research and design phase, enabling multi-disciplinary collaborative design and precise control of technical status [1] - In the production and manufacturing phase, the software manages production planning, quality control, supply chain collaboration, and logistics, providing robust support for efficient development and quality assurance of satellite and rocket equipment [1] Group 2: Core Product - Shentong Database - The Shentong database serves as the foundational data platform in aerospace research, production, and management, ensuring secure storage, efficient analysis, and application of core data [1] - It provides a solid foundation for autonomous and controllable data management throughout the entire lifecycle [1]