2025.11.28 本文字数：745，阅读时长大约2分钟 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | my | 3888.60 | 13.34 | 0.34% | | 399001 | 深证成指 | Mon | 12984.08 | 108.89 | 0.85% | | 399006 | 创业板指 | Mon | 3052.59 | 21.29 | 0.70% | 盘面上，福建板块午后涨势扩大，锂电池产业链全线反弹，商业航天概念午后回升；银行、医药股逆势 飘绿。 具体来看，商业航天概念集体爆发，航天发展、四川金顶、乾照光电、航天环宇等10股涨停。 | 代码 | 名称 | 涨幅� | 现价 | | --- | --- | --- | --- | | 300102 | 乾照光电 | +20.01% | 19.07 | | 688523 | 航天环宇 | +20.00% | 38.04 | | 688282 | 理工导航 | +15.82% | 55.13 | | 920564 ...

2025.11. 28 本文字数：745，阅读时长大约2分钟 作者 | 一财阿驴 11月28日，A股三大指数低开高走，截至收盘，沪指涨0.34%，深成指涨0.85%，创业板指涨0.7%。沪指本月累计跌 1.67%，深成指本月累跌2.95%，创业板指累跌4.23%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Min | 3888.60 | 13.34 | 0.34% | | 399001 | 深证成指 | mm | 12984.08 | 108.89 | 0.85% | | 399006 | 创业板指 | ma | 3052.59 | 21.29 | 0.70% | 盘面上，福建板块午后涨势扩大，锂电池产业链全线反弹，商业航天概念午后回升；银行、医药股逆势飘绿。 具体来看，商业航天概念集体爆发，航天发展、四川金顶、乾照光电、航天环宇等10股涨停。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 300102 | 乾照光电 ...

市场全天成交不足1.6万亿元，创8月4日以来新低。 11月28日，A股三大指数低开高走，截至收盘，沪指涨0.34%，深成指涨0.85%，创业板指涨0.7%。沪指本月累计跌1.67%，深成指本月 累跌2.95%，创业板指累跌4.23%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | min | 3888.60 | 13.34 | 0.34% | | 399001 | 深证成指 | In m | 12984.08 | 108.89 | 0.85% | | 399006 | 创业板指 | 1 m | 3052.59 | 21.29 | 0.70% | 盘面上，福建板块午后涨势扩大，锂电池产业链全线反弹，商业航天概念午后回升；银行、医药股逆势飘绿。 具体来看，商业航天概念集体爆发，航天发展、四川金顶、乾照光电、航天环宇等10股涨停。 | 代码 | 名称 | 涨幅+ | 现价 | | --- | --- | --- | --- | | 300102 | 乾照光电 | +20.01% | ...

Core Insights - The commercial aerospace sector is experiencing renewed activity, with the Aerospace ETF (159227) rising by 0.99% and achieving a trading volume of 1.79 billion yuan, making it the top performer in its category [1] - The Aerospace ETF has seen a net inflow for three consecutive days, totaling 1.19 billion yuan, reaching a new high of 20.84 billion yuan, making it the largest aerospace-themed ETF in the market [1] - A meeting on the construction of a space data center was held in Beijing on November 27, focusing on key issues and accelerating the development of the Beijing Space Data Center [1] Industry Developments - The commercial aerospace sector is benefiting from multiple favorable policies, including the issuance of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)" by the National Space Administration, which aims to achieve efficient collaboration and significant growth in the industry ecosystem by 2027 [1] - The Aerospace ETF closely tracks the National Aerospace Index, with a high concentration of 98.2% in the military industry, making it the highest purity military index in the market [1] - The ETF covers critical industry chain segments such as aerospace equipment, satellite navigation, and new materials, with a significant focus on emerging fields like large aircraft manufacturing, low-altitude economy, and commercial aerospace, where the commercial aerospace concept accounts for 54% of its weight [1]

11月28日，航天发展涨6.84%，截至发稿，报13.12元/股，成交35.19亿元，换手率17.98%，总市值 209.72亿元。 广发中证军工ETF（512680）成立日期2016年8月30日，最新规模77.81亿。今年以来收益10.94%，同类 排名3363/4206；近一年收益8.94%，同类排名3292/4008；成立以来收益18.49%。 责任编辑：小浪快报 广发中证军工ETF（512680）基金经理为霍华明。 截至发稿，霍华明累计任职时间8年225天，现任基金资产总规模659.2亿元，任职期间最佳基金回报 81.17%， 任职期间最差基金回报-32.37%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，航天工业发展股份有限公司位于福建省福州市台江区五一南路17号工行五一支行13层，成立 日期1993年11月20日，上市日期1993年11月30日，公司主营业务涉及电子蓝军、指控通信、电磁安防和 发电设备;网络信息安全、数据采集分析、数据保护及安全 ...

Group 1 - Aerospace Development reached a trading limit increase in the afternoon [1] - Companies such as Qianzhao Optoelectronics, Galaxy Electronics, and Leike Defense also saw their stocks previously hit the trading limit [1] - Other companies including Tianrun Technology, Yaguang Technology, Hongda Electronics, and Bidding Shares experienced stock price increases exceeding 10% [1]

每经AI快讯，11月28日，A股商业航天午后再度走强，航天发展触及涨停，中天火箭、久之洋、航天动 力、航天智装跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - The aerospace industry chain is experiencing significant activity, with notable stock price increases in companies such as Aerospace Hongtu, Tianyin Electromechanical, and Zhongke Xingtou, driven by the recent release of a national action plan for commercial aerospace development [1][2]. Group 1: Market Performance - Aerospace Hongtu's stock rose over 7%, while Tianyin Electromechanical and Zhongke Xingtou saw increases of over 5% [1]. - Other companies like Guanglian Aviation, Huali Chuangtong, and Zhenxin Technology also experienced stock price increases exceeding 3% [1]. - The Huabao General Aviation ETF (159231) saw a price increase of 1.06%, surpassing both the 5-day and 10-day moving averages during trading [1]. Group 2: Policy and Industry Outlook - The National Space Administration recently released the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)," integrating commercial aerospace into the national aerospace development framework [2]. - The action plan aims for significant growth in the commercial aerospace industry by 2027, focusing on efficient collaboration, safety in research and production, and enhanced innovation and resource utilization [2]. Group 3: Investment Opportunities - The Huabao General Aviation ETF and its linked funds cover a broad index of 50 stocks related to military and civilian aerospace, with over 46% of the index comprising state-owned enterprises and over 20% from the top ten military industrial groups [3]. - The ETF targets key areas such as low-altitude economy, large aircraft, military aircraft, commercial aerospace, satellite navigation, and drones, making it a strategic tool for investing in China's aerospace industry [3].

Core Viewpoint - The commercial aerospace sector in the A-share market has shown significant activity, driven by the National Space Administration's recent action plan for high-quality and safe development in commercial aerospace from 2025 to 2027, which aims to enhance the industry's overall layout and achieve substantial growth and innovation [1] Summary by Category Market Activity - The commercial aerospace stocks experienced notable increases, with Qianzhao Optoelectronics rising over 19%, Xinle Energy up over 11%, and Shunhao Co. and Tongyu Communication hitting the 10% limit up [1] - Other companies such as Yaguang Technology and Tianrun Technology saw increases of over 6%, while Huali Chuantong and Aerospace Hongtu rose over 5% [1] Company Performance - Qianzhao Optoelectronics: Increased by 19.57%, with a total market value of 17.5 billion and a year-to-date increase of 84.10% [2] - Xinle Energy: Increased by 11.62%, with a market value of 14.5 billion and a year-to-date increase of 138.48% [2] - Shunhao Co.: Increased by 10.00%, with a market value of 8.512 billion and a year-to-date increase of 166.22% [2] - Tongyu Communication: Increased by 9.99%, with a market value of 12.5 billion and a year-to-date increase of 60.03% [2] - Other notable performers include Yaguang Technology (6.67%), Tianrun Technology (6.74%), Huali Chuantong (5.56%), and Aerospace Hongtu (5.10%) [2]

Market Overview - The military electronics sector experienced a decline of 0.42% on November 27, with LeiKe Defense leading the drop [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Notable gainers in the military electronics sector included: - Shaanxi Huada (301517) with a closing price of 46.92, up 5.30% and a trading volume of 127,300 shares, totaling 590 million yuan [1] - ST Wanfang (000638) closed at 6.57, up 4.95% with a trading volume of 153,600 shares, totaling 98.70 million yuan [1] - Kesi Technology (688788) closed at 61.50, up 4.04% with a trading volume of 33,000 shares, totaling 202 million yuan [1] - Conversely, significant decliners included: - Fuke Defense (002413) with a closing price of 6.96, down 9.73% and a trading volume of 5.71 million shares, totaling 4.244 billion yuan [2] - Yaguang Technology (300123) closed at 6.60, down 4.07% with a trading volume of 1.0352 million shares, totaling 689 million yuan [2] - Aerospace Development (000547) closed at 12.28, down 3.23% with a trading volume of 4.8398 million shares, totaling 5.813 billion yuan [2] Capital Flow - The military electronics sector saw a net outflow of 946 million yuan from institutional investors, while retail investors contributed a net inflow of 828 million yuan [2] - Key stocks with notable capital flows included: - Shanghai Jianxun (300762) with a net inflow of 22.71 million yuan from institutional investors [3] - Haige Communication (002465) experienced a net outflow of 14.18 million yuan from retail investors [3] - Shaanxi Huada (301517) had a net inflow of 16.44 million yuan from institutional investors [3]