证券之星消息，1月30日军工电子板块较上一交易日下跌0.96%，*ST万方领跌。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。军工电子板块个股涨跌见下表： 从资金流向上来看，当日军工电子板块主力资金净流出16.4亿元，游资资金净流出1.39亿元，散户资金净 流入17.79亿元。军工电子板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000547 | 航天发展 | 7.84亿 | 7.94% | -3.72 Z | -3.77% | -4.11 Z | -4.17% | | 600590 | 泰豪科技 | 1.11 Z | 12.17% | -3572.63万 | -3.91% | -7552.27万 | -8.26% | | 688002 | 睿创微纳 | 8662.83万 | 6.80% | -4766.83万 | -3.74% | ...

Group 1 - The China Aerospace Science and Technology Corporation plans to enhance commercial launch capabilities and develop competitive commercial rockets for regular transportation, aiming for reusable rockets to achieve scalable and mature commercial applications [2] - Shanghai is focused on becoming a national hub for the commercial aerospace industry, targeting an industry scale of approximately 100 billion yuan by 2027, with a planned area of about 9.3 square kilometers for the "Rocket Star City" [2] - The East Wu Securities report highlights that SpaceX is set to enter a quiet period ahead of its IPO, aiming to raise over $30 billion, with part of the funds allocated for developing space-based data centers [2] Group 2 - The Aerospace ETF (159227) closely tracks the China Aerospace Index, covering key industry chain segments such as aerospace equipment, satellite navigation, and new materials, with a high weight of 70% in commercial aerospace concepts [3] - The top ten holdings in the Aerospace ETF include industry leaders such as Aerospace Development, China Satellite, and Aerospace Electronics [3] Group 3 - As of January 30, 2026, the China Aerospace Industry Index (CN5082) showed mixed performance among its constituent stocks, with Beimo High-Tech leading at an increase of 8.87% [1] - The Aerospace ETF recorded a turnover rate of 7.49% and a trading volume of 244 million yuan, with an average daily trading volume of 732 million yuan over the past month [1] - The Aerospace ETF experienced a significant increase in shares, growing by 170 million shares in the past week, with a net inflow of 131 million yuan recently [1]

Group 1: Aerospace Industry Developments - China Aerospace Science and Technology Corporation plans to promote the development of new fields such as space tourism, space digital infrastructure, space resource development, and space traffic management during the "14th Five-Year Plan" period [1] - The company aims to accelerate the iteration of suborbital and orbital space tourism vehicles, complete relevant unmanned or manned flight verification, and establish a comprehensive space tourism operation system [1] - Domestic commercial aerospace companies like Xinghe Power, Blue Arrow Aerospace, and CAS Space have expressed plans related to space tourism, indicating a strong expectation for the sector's growth [1] Group 2: Commercial Aerospace Policy and Standards - The "Chain Gathering Industry Synergy, Building a Strong Aerospace Nation" conference in Shanghai released several key documents, including the "14th Five-Year Plan" vision report for China's commercial aerospace industry and a major supply-demand information report [2][3] - The National Space Administration's Deputy Director emphasized the need for innovation-driven, collaborative, and safe development to enhance the core competitiveness of the industry chain and optimize the policy environment for commercial aerospace [3] Group 3: Gold Market Insights - The World Gold Council's report indicates that China's gold jewelry consumption may see a quarter-on-quarter rebound in Q1 2026, supported by seasonal purchasing during the Spring Festival [4] - The report also forecasts that global gold demand reached a record high of 5002 tons in 2025, driven by significant geopolitical and economic uncertainties, with total demand valued at $555 billion [6] - The report highlights that North America shows strong demand for gold ETFs, while Asia's demand is just beginning to grow, indicating potential for future increases in holdings [9]

本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2026 年 1 月 27 日，航天工业发展股份有限公司（以下简称"公司"或"本 公司"）收到公司股东中国航天系统工程有限公司（以下简称"系统公司"）出 具的《关于股份减持股东权益变动触及 1%整数倍的告知函》，获悉系统公司于 2026 年 1 月 21 日至 1 月 27 日通过集中竞价方式累计减持其持有的公司股份 6,353,300 股，占公司总股本的 0.40%，该部分股份系系统公司于 2024 年通过集 中竞价交易方式增持获得。本次股份减持后，系统公司持有公司股份 195,407,888 股，占公司总股本的 12.22%。 本次股份减持前，公司股东系统公司及其一致行动人中国航天科工防御技术 研究院、航天科工资产管理有限公司及南京晨光高科创业投资有限公司合计持有 公司股份 340,909,865 股，持股比例为 21.33%，具体内容详见公司于 2026 年 1 月 15 日在巨潮资讯网刊登的《公司关于持股 5%以上股东及一致行动人减持股份 触及 1%整数倍的公告》。本次股份减持后，系统公司及一致行动人中国航天科 工防御技术研究院、航天 ...

航天发展公告称，2026年1月21日至1月27日，股东中国航天系统工程有限公司通过集中竞价减持公司股 份635.33万股，占总股本0.40%。减持后，系统公司持有股份1.95亿股，占总股本12.22%。系统公司及 其一致行动人合计持股比例从21.33%降至20.93%，变动触及1%整数倍。本次权益变动不会导致公司控 股股东及实际控制人变化，也不影响公司治理结构及持续经营。 ...

Core Viewpoint - The military electronics sector experienced a rise of 1.39% on January 27, with Shenglu Communication leading the gains, while the overall market indices showed modest increases [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4139.9, up 0.18%, and the Shenzhen Component Index closed at 14329.91, up 0.09% [1]. - The military electronics sector stocks showed varied performance, with notable gainers including: - Gan Guo Communication: 12.46, up 9.97%, with a trading volume of 1.41 million and a turnover of 1.692 billion [1]. - Thunder Micro Power: 59.40, up 6.64%, with a trading volume of 252,000 and a turnover of 1.455 billion [1]. - Wan Yuan Electronics: 60.92, up 6.11%, with a trading volume of 146,200 and a turnover of 867 million [1]. Group 2: Capital Flow - The military electronics sector saw a net outflow of 489 million from institutional investors and 629 million from speculative funds, while retail investors contributed a net inflow of 1.118 billion [2]. - Specific stock capital flows included: - Shenglu Communication: 4.39 million net inflow from institutional investors, with a 25.96% share, but a net outflow of 1.93 million from speculative funds [3]. - Aerospace Development: 4.07 million net inflow from institutional investors, with a 7.39% share, and a net outflow of 1.25 million from speculative funds [3]. - Tai Meng Technology: 1.52 million net inflow from institutional investors, with an 11.67% share, and a net outflow of 28.38 million from speculative funds [3].

华龙证券主要观点如下： 近日，《酒泉市商业航天产业发展规划(2026—2035年)》编制完成 《规划》围绕打造"中国酒泉商业航天港"总体愿景，系统阐述了发展商业航天的重大意义，深入分析了 商业航天发展的趋势与机遇、现状和基础，以及必要性和可行性，为酒泉商业航天产业高质量发展提供 了规划指导和行动纲领。 智通财经APP获悉，华龙证券发布研报称，近日，《酒泉市商业航天产业发展规划(2026—2035年)》编 制完成。2025年全球太空竞赛进入了白热化的"新太空竞赛"时代。展望2026年，商业航天行业迎来政 策、技术、产业三重催化共振的爆发元年，国内外发射任务密集落地，可回收火箭技术攻坚迎来关键突 破，全产业链迎来价值重估与格局重塑，建议关注商业航天"上游研发制造-中游发射服务-下游运营应 用"全产业链投资机会，维持行业"推荐"评级。 四大定位锚定方向，七大产业与行动驱动产业建设 《规划》提出酒泉市以建设国家商业航天发射基地、国家航天科研试验基地、国家商业航天技术勤务保 障基地和国家商业航天数据应用基地等为战略定位，明确了园区支撑、集群发展，兼容配套、系统保 障，高效协同、体系创新等基本原则，并制定了到2030年、 ...

Group 1 - The Aerospace ETF (159267) has shown active performance, with an intraday increase of 2.78% and a real-time transaction amount exceeding 150 million yuan [1] - Over the past 30 trading days, the fund has achieved a cumulative increase of 23.72% [1] - The satellite communication industry chain has become a market focus as global low-orbit satellite networks enter a phase of intensive construction, with the satellite communication sector index rising approximately 40% in the last two months [1] Group 2 - Several companies in the low-orbit satellite communication chip sector have made significant technological breakthroughs and have entered the mass production phase [1] - Commercial aerospace technology and capital are expected to resonate in 2026, with the rocket and satellite industry chains and space computing fields being areas of interest [1] - The commercial aerospace sector is anticipated to experience development opportunities, benefiting the related industry chains and driving overall industry advancement [1][2]

Group 1 - The A-share market showed mixed performance on January 27, with the aerospace ETF (159227) experiencing a strong rally, rising by 1.63% and achieving a trading volume of 339 million yuan, leading its category [1] - The establishment of China's first Interstellar Navigation College by the University of Chinese Academy of Sciences focuses on advanced fields such as interstellar propulsion, deep space communication and navigation, and space science, aiming to cultivate versatile talents with solid foundations and strategic vision [1] - Dongxing Securities highlighted that during the 14th Five-Year Plan period, commercial aerospace will become a key driver for high-quality development in China's new productive forces and technology [1] Group 2 - The aerospace ETF (159227) closely tracks the National Securities Aerospace Index, covering leading companies across the entire industry chain, including fighter jets, aircraft engines, rockets, missiles, satellites, and radars, aligning perfectly with the "aerospace integration" strategic direction [2] - The ETF has a high commercial aerospace content of 70.19%, with top ten holdings including Aerospace Development, China Satellite, Aerospace Electronics, AVIC Aircraft, and AVIC High-Tech [2]

Group 1 - The top 20 stocks with significant capital inflow as of January 27 include Zhongji Xuchuang (21.98 billion), Xinyi Sheng (14.06 billion), and Industrial Fulian (13.38 billion) [1] - Zhongji Xuchuang experienced a price increase of 5.61%, while Xinyi Sheng rose by 4.28% [2] - The highest capital inflow was observed in communication equipment sector stocks, with Zhongji Xuchuang and Xinyi Sheng leading [2][3] Group 2 - Other notable stocks with significant capital inflow include Tianfu Communication (10.69 billion, 8.86% increase) and Pingtan Development (9.34 billion, 9.99% increase) [1][2] - The banking sector saw a capital inflow of 4.90 billion into China Merchants Bank, with a modest price increase of 1.1% [3] - Emerging sectors such as new materials and software development also attracted capital, with stocks like Guomin Technology and Jiuqi Software showing notable inflows [3]