每经AI快讯，1月15日，AI应用概念持续走弱，天龙集团、值得买、卓易信息、光云科技等20CM跌 停，三维天地、中科星图等数只个股跌超10%。 （文章来源：每日经济新闻） ...

有券商表示，低空经济是写入政府工作报告的战略新兴产业，是我国交通网规划中的重要组成部分，各级政府均出台大 量支持性政策，为低空经济保驾护航。目前，其市场空间正加速打开，到2035年我国无人机低空市场空间有望超3.1万 亿元，有人eVTOL也将有超5000亿空间。 受盘面影响，通用航空相关ETF跌超3%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 563870 | N通用航空ETF鹏华 | 1.013 | -0.061 | -5.68% | | 561660 | 通用航空ETF基金 | 1.446 | -0.048 | -3.21% | | 563320 | 通用航空ETF | 1.305 | -0.050 | -3.69% | | 159283 | 通用航空ETF南方 | 1.354 | -0.048 | -3.42% | 通用航空概念股走弱，中科星图跌超11%，航天电子、海格通信跌停，中国卫通跌超5%。 每日经济新闻 ...

Core Viewpoint - The commercial aerospace sector experienced a collective adjustment, with several stocks, including Yinhe Electronics and Haige Communications, hitting the daily limit down [1] Group 1: Stock Performance - Yinhe Electronics, Haige Communications, Tongyu Communication, Luxin Venture Capital, Juyi Sockets, and Oriental Communication all reached the daily limit down [1] - Guangha Communication, Xinghuan Technology, and Zhongke Xingtou saw declines exceeding 10% [1] - Jin Feng Technology and Aerospace Electronics approached the daily limit down [1]

Market Overview - The commercial aerospace sector experienced a collective adjustment, with companies like Tongyu Communication and Fenghuo Communication hitting the daily limit down, while Jili Rigging fell over 8% [1] - The A-share market opened lower, with the Shanghai Composite Index down 0.48%, the Shenzhen Component Index down 0.63%, and the ChiNext Index down 0.93% [1][2] - The AI application sector saw a decline, with CRO, commercial aerospace, brain-computer interface, nuclear fusion, and Yushu Robotics concepts leading the losses [2] Company Specifics - Tianpu Co. opened near the daily limit down after receiving an inquiry letter from the Shanghai Stock Exchange regarding its main business and executive qualifications [2] - Ctrip Group's stock fell nearly 15% following an investigation by the market regulatory authority, while other companies like Tongcheng Travel and Xpeng Motors also saw declines of over 2% [4][6] Index Performance - The Shanghai Composite Index was at 4106.22, down 19.87 points or 0.48% [2] - The Shenzhen Component Index was at 14158.66, down 89.94 points or 0.63% [2] - The ChiNext Index was at 3318.11, down 31.03 points or 0.93% [2] - The Science and Technology Innovation Index was at 1818.17, down 17.24 points or 0.94% [2]

Market Overview - The A-share market opened lower with the Shanghai Composite Index down 0.48%, the Shenzhen Component down 0.63%, and the ChiNext Index down 0.93% [4] - The Hang Seng Index also opened lower, down 0.1%, while the Hang Seng Tech Index fell by 0.55% [8] Sector Performance - The commercial aerospace sector experienced a collective adjustment, with companies like Tongyu Communication and Fenghuo Communication hitting the daily limit down, and Jieli Suojian dropping over 8% [3] - AI application themes saw a decline, with sectors such as CRO, commercial aerospace, brain-computer interfaces, nuclear fusion, and robotics experiencing significant drops [6] - In contrast, sectors like energy metals, cybersecurity, and cross-border payment concepts showed active performance [6] Company Specifics - Tianpu Co. opened near the daily limit down after receiving an inquiry letter from the Shanghai Stock Exchange regarding its main business and executive qualifications [7] - Ctrip Group's stock plummeted nearly 15% following an investigation by the market regulatory authority, while other companies like Tongcheng Travel and XPeng Motors also saw declines of over 2% [8][10]

（文章来源：每日经济新闻） 每经AI快讯，1月15日，商业航天板块集体调整，通宇通讯、烽火通信竞价跌停，巨力索具跌超8%，金 风科技、中科星图、天银机电等跟跌。 ...

商业航天板块集体调整，通宇通讯、烽火通信竞价跌停，巨力索具跌超8%，金风科技、中科星图、天 银机电等跟跌。 ...

Core Viewpoint - The Chinese commercial aerospace sector is experiencing significant growth, driven by recent satellite launches and a large-scale application for satellite frequency resources, indicating a strategic push towards expanding low Earth orbit (LEO) satellite constellations [3][4][5]. Group 1: Market Performance - On January 14, the A-share market saw a rebound in commercial aerospace concepts, with the Aviation ETF Fund (159257) rising over 2% and reaching a transaction volume of nearly 80 million yuan [1]. - The performance of individual stocks within the Aviation ETF varied, with notable gains from companies like Zhongke Xingtou (up over 13%) and Haige Communication (10% limit up), while others like Hongdu Aviation experienced declines [7]. Group 2: Satellite Launch and Frequency Resource Application - On January 13, China successfully launched 18 low Earth orbit satellites using the Long March 8 rocket, marking a significant achievement in satellite internet capabilities [3]. - China has applied to the International Telecommunication Union (ITU) for 203,000 satellite frequency resources, a move that far exceeds previous applications and signifies a major step in the development of LEO satellite constellations [4]. Group 3: Industry Implications and Capacity Requirements - The application for over 200,000 satellites reflects a national strategy to secure frequency resources and prepare for future 6G networks, necessitating a substantial increase in satellite launch capabilities over the next decade [5]. - The commercial aerospace sector is expected to transition into a phase of high-frequency launches and large-scale satellite manufacturing, driven by advancements in technology and supportive policies [6][8]. Group 4: Investment Opportunities - The Aviation ETF Fund (159257) focuses on low-altitude economy, military industry, and commercial aerospace, with a significant portion of its holdings in the defense and military sector [10][11]. - The fund's composition indicates a strong alignment with the burgeoning commercial aerospace market, which is projected to capture a substantial share of the trillion-dollar satellite industry [11].

华鑫证券指出，政策支持、ITU强制要求及空天资源抢占驱动商业航天业务爆发。1、政策支持：2025 年作为"新质生产力"落地元年，随着国家航天局商业航天司的设立及科创板第五套标准的放宽，政策红 利正加速转化为产业红利。2、ITU（国际电联）频轨资源"先到先得"规则及"里程碑"发射要求，为我 国"国网"与"千帆"两大星座按下了加速键。未来5年，我国面临约2500颗卫星的发射缺口，发射服务将 从"卖方市场"转向"供不应求"，倒逼运力爆发。3、空天资源有限，低轨空间轨道（LEO）和无线电频 率（Ka/Ku/V/Q/V等频段）是具有战略属性的不可再生资源，我国需快速发射卫星维持组网要求，并掌 握太空"路权"。 截至2026年1月14日 13:51，中证通用航空主题指数(931855)上涨0.39%，成分股莱斯信息上涨12.05%， 中科星图上涨10.64%，海格通信上涨9.75%，钢研高纳上涨9.02%，司南导航上涨6.87%。通用航空ETF 基金(561660)上涨0.74%，最新价报1.5元。 消息面上，据中国航天科技集团消息，1月13日23时25分，长征八号甲运载火箭在海南商业航天发射场 点火升空，随后将卫星互联 ...

公司发布的三季报数据显示，前三季度公司共实现营业收入22.08亿元，同比增长10.02%，实现净利润 1.46亿元，同比增长0.54%，基本每股收益为0.1811元，加权平均净资产收益率3.81%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，中科星图所属的计算机行业，目前整体涨幅为5.49%，行业内，目前股价上 涨的有347只，涨停的有科大国创、通达海等17只。股价下跌的有11只，跌幅居前的有海峡创新、东通 退、*ST立方等，跌幅分别为3.92%、3.14%、3.09%。 两融数据显示，该股最新（1月13日）两融余额为12.25亿元，其中，融资余额为12.00亿元，近10日增加 2.52亿元，环比增长26.60%。 中科星图股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有12个交易日股价刷新历史 纪录。截至11:12，该股目前上涨13.91%，股价报95.97元，成交4246.32万股，成交金额37.48亿元，换 手率5.25%，该股最新A股总市值达775.51亿元，该股A股流通市值775.51亿元。 ...