Market Overview - On December 24, the market experienced a significant rally, with the Shanghai Composite Index rising by 0.53%, the Shenzhen Component Index increasing by 0.88%, and the ChiNext Index up by 0.77% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.88 trillion yuan, a decrease of 19.6 billion yuan compared to the previous trading day [1] Sector Performance - The commercial aerospace sector saw a strong performance, with over 20 stocks hitting the daily limit, including Shenjian Co. (002361) with five consecutive limit-ups and Guoji Precision (002046) achieving three limit-ups in four days [1][2] - The computing hardware concept also surged, with Huanxu Electronics (601231) recording three limit-ups in six days and Yintang Intelligent Control (300131) hitting the daily limit [1] - The PCB sector experienced rapid growth, with Shengyi Technology (600183) reaching a historical high [1] Notable Stocks - The satellite internet concept index rose over 5%, with multiple stocks, including China Satellite (600118) and Aerospace Power (600343), achieving 20% limit-ups [2] - Shenjian Co. recorded five consecutive limit-ups, while Guoji Precision and Aerospace Engineering (603698) achieved three limit-ups in four days [2] Commodity LOF Products - On December 24, international gold and silver prices reached new highs, leading to multiple commodity LOF products hitting the daily limit, including gold-themed LOF and various resource LOFs [3] - The announcement from Guotai Asset Management indicated a further limit on subscriptions for the Guotai Silver LOF, with the A share subscription limit remaining at 500 yuan and the C share limit reduced from 500 yuan to 100 yuan [3]

Group 1: Aerospace and Defense Companies - Shenjian Co., Ltd. has seen a stock increase for five consecutive days, focusing on aerospace-related molds, metal parts, composite materials, and Beidou satellite navigation system terminal products [2] - Aerospace Engineering has experienced a stock rise for four days, being the only listed company under the Rocket Technology Research Institute of the Aerospace Science and Technology Corporation, specializing in gasification technology and key equipment [2] - Daye Co., Ltd. is investing in a joint venture that focuses on aerospace power systems and specialized pressure vessels, while also developing humanoid robot dexterous hands [2] - Zhongchao Holdings is a comprehensive cable supplier, providing high-temperature alloy precision castings for aerospace applications [2] - Boyun New Materials has developed carbon/carbon throat lining materials for the Kuaizhou series of commercial solid rockets, establishing itself as a core research base for solid rocket engine composite materials [2] Group 2: Satellite and Communication Technologies - Xinguang Yuda is engaged in information perception, satellite communication, and unmanned systems, reporting a net profit increase of 260% year-on-year in its third-quarter report [2] - Ruihua Tai has participated in multiple aerospace military projects, including the manned space station and launch vehicles, and is developing PI films to enhance the lifespan of satellites and spacecraft [3] - Guojiji Precision Engineering is a leading company in the aerospace bearing sector, having provided bearings for major projects like Chang'e and Long March rockets [3] - China Satellite is a leading domestic satellite manufacturer and a major provider for the Beidou system [3] Group 3: Emerging Technologies and Innovations - Jun Da Co., Ltd. has formed a strategic partnership with Shangyi Optoelectronics to explore the application of perovskite battery technology in space energy [3] - Tian Tong Co., Ltd. showcased its commercial satellite digital batch electrical assembly technology at a national conference, contributing to the supply chain of the aerospace information industry [6] - Yingli Automotive focuses on lightweight automotive components, including dashboard frames and EV battery housings, leveraging its Taiwanese background [5] Group 4: Investment and Expansion Plans - Jiufeng Energy is expanding its special fuel and gas supply project at the Hainan commercial space launch site, with an estimated total investment of approximately 300 million yuan [2] - Nanjing Panda's new satellite communication terminal project includes both hardware and software, supporting satellite communication between terminals [3] - The company has signed a strategic cooperation agreement with Galaxy Aerospace to enter the commercial aerospace sector [6]

12月24日，商业航天板块低开高走，午后持续爆发。截至发稿，板块内大面积涨停，新劲刚、有研粉 材、超捷股份、新雷能20%涨停；此外，瑞华泰、谱尼测试、 九鼎新材、天通股份、中超控股、创元 科技、神剑股份等近20股涨停。 | 代码 | 名称 | 涨幅%v | 现价 | | --- | --- | --- | --- | | 920068 | 天工股份 | +20.82% | 21.70 | | 300629 | 新劲刚 | +20.02% | 22.66 | | 688456 | 有研粉材 | +20.00% | 64.14 | | 301005 | 超捷股份 | +20.00% | 112.44 | | 300593 | 新雷能 | +20.00% | 30.24 | | 688323 | 瑞华泰 | +19.98% | 23.24 | | 300887 | 谱尼测试 | +19.95% | 9.32 | | 300159 | *ST新研 | +18.40% | 3.41 | | 300136 | 信维通信 | +18.54% | 44.95 | | 300342 | 天银机电 | +13.02% | 29. ...

Core Viewpoint - The commercial aerospace sector experienced a significant rally on December 24, with many stocks reaching their daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - New Jingang (新劲刚) and Youyan Powder Materials (有研粉材) both achieved a 20% increase, while Superjet Co. (超捷股份) and New Ray Energy (新雷能) also hit the 20% limit up [1]. - Other notable stocks that reached their limit up include Ruihua Tai (瑞华泰), Puni Testing (谱尼测试), Jiuding New Materials (九鼎新材), Tiantong Co. (天通股份), and Zhongchao Holdings (中超控股), among nearly 20 stocks [1]. - The top performers included: - Tiangong Co. (天工股份) with a +20.82% increase, priced at 21.70 [2] - New Jingang (新劲刚) with a +20.02% increase, priced at 22.66 [2] - Youyan Powder Materials (有研粉材) with a +20.00% increase, priced at 64.14 [2] - Superjet Co. (超捷股份) with a +20.00% increase, priced at 112.44 [2] - New Ray Energy (新雷能) with a +20.00% increase, priced at 30.24 [2] Group 2: Additional Stock Highlights - Other stocks with notable increases included: - Ruihua Tai (瑞华泰) at +19.98%, priced at 23.24 [2] - Puni Testing (谱尼测试) at +19.95%, priced at 9.32 [2] - ST Xinyan (新研) at +18.40%, priced at 3.41 [2] - Xinwei Communication (信维通信) at +18.54%, priced at 44.95 [2] - Tianyin Electromechanical (天银机电) at +13.02%, priced at 29.68 [2] - Additional stocks that saw increases included: - Feiwo Technology (飞沃科技) at +12.07%, priced at 119.70 [2] - Huo Laiwo (霍莱沃) at +10.40%, priced at 54.03 [3] - Tiantong Co. (天通股份) at +10.04%, priced at 13.04 [3] - Zhongchao Holdings (中超控股) at +10.02%, priced at 5.49 [3] - Chuangyuan Technology (创元科技) at +10.01%, priced at 15.16 [3]

圣晖集成、创元科技均3连板，德明利、北京君正、芯源微、汇成股份、华虹公司等涨幅居前。 (本文来自第一财经) ...

神剑股份5连板，九鼎新材、再升科技、创元科技等此前涨停，超捷股份、信维通信涨超10%。 (本文来自第一财经) 神剑股份5连板，九鼎新材、再升科技、创元科技等此前涨停，超捷股份、信维通信涨超10%。 (本文来自第一财经) ...

商业航天概念24日盘中再度走强，截至发稿，新雷能、超捷股份等20%涨停，创元科技连续3日涨停， 神剑股份斩获5连板。 行业方面，10月23日党的二十届四中全会公报新增"航天强国"，体现了国家对航天的高度重视。具体落 实政策不断推出，11月国家航天局增设商业航天司，将有效整合多部门相关职能，关键环节的推进效率 有望进一步提升。此外，国家航天局印发《国家航天局推进商业航天高质量安全发展行动计划（2025— 2027年）》，行业准入大幅松绑；设立国家商业航天发展基金，引导培育耐心资本；基础设施开放共 享，减轻建设压力；扩大政府采购打开市场空间。 中信建投证券认为，当前商业航天产业在国家政策支持和产业技术突破共同助力下，有望进入新纪元。 商业航天产业涉及信息化的主要环节包括：（1）遥感及其应用；（2）卫星测运控系统；（3）CAE仿 真/卫星测试；（4）星际传输处理模块、通信模组、数据处理平台等；新场景扩展层面关注太空算力。 此外，当前商业航天发展是国企与民营企业共振周期。 ...

Market Overview - On December 24, the A-share market opened slightly higher, with the Shanghai Composite Index at 3920.35 points, up 0.01% [1][21] - The market experienced a pullback after an initial rise, with the Shanghai Composite Index and Shenzhen Component Index showing slight gains, while the ChiNext Index was in the red [1][21] Sector Performance - The storage chip sector showed strength in early trading, with companies like Shenghui Integrated and Chuangyuan Technology achieving three consecutive trading limits [3][22] - The glass fiber sector remained active, with notable gains in stocks such as Jiu Ding New Materials and Zai Sheng Technology, both hitting the daily limit [12][33] Notable Stocks - Victory Energy achieved a nine-day trading limit, closing at 34.79 CNY per share, with a cumulative increase of 114.44% over the past eight trading days [13][34] - Semiconductor stocks in Hong Kong, including Shanghai Fudan, SMIC, and Huahong Semiconductor, also saw significant gains, with SMIC raising prices by approximately 10% for some production capacities [12][32] Commodity Market - Domestic precious metal futures continued to surge, with the main silver contract on the Shanghai Futures Exchange increasing by 7% [35][36] - Spot silver prices rose above 72.7 USD per ounce, driven by expectations of interest rate adjustments by the Federal Reserve following a lower-than-expected CPI in November [38][39]

股票代码：000551 股票简称：创元科技 编号：2025-057 创元科技股份有限公司 二、公司关注及核实情况说明 创元科技股份有限公司股票交易异常波动的公告（2025-057） 股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、 股票交易异常波动情况 创元科技股份有限公司（简称"公司"）股票于2025年12月19日、2025年12月22 日、2025年12月23日连续三个交易日收盘价格涨幅偏离值累计达到20%以上，根据《深 圳证券交易所交易规则》，属于股票异常波动情况。 针对公司股票异常波动的情况，公司董事会就相关事项进行了核实，现将有关情 况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共媒体报道了可能或已经对本公司股票交易价格产生较大 影响的未公开重大信息； 3、公司目前经营情况正常，近期公司经营情况及内外部经营环境未发生重大变 化； 4、公司及控股股东不存在关于本公司的应披露而未披露的重大事项，或处于筹 划阶段的重大事项； 5、股票异动期间，公司控股股东和公司董事及高级管理人员未发生买卖公 ...

Core Viewpoint - The commercial aerospace sector is gaining significant attention, highlighted by the recent launch of the Long March 12A rocket, marking China's entry into reusable rocket technology [1][2]. Group 1: Market Reaction - On December 23, several companies in the commercial aerospace sector saw their stock prices surge, including Zhongguang Fanglei, Shenjian Co., Jiuding New Materials, Dongcai Technology, Chuangyuan Technology, and Taijia Co., all hitting the daily limit [1]. - Other companies such as Huafeng Technology, Robotec, and Bowei Alloy also experienced notable increases in their stock prices [1]. Group 2: Technological Developments - The Long March 12A rocket, designed for "first-stage reuse," successfully completed its mission, although the first stage was not recovered [1][2]. - The launch provided critical engineering data for future missions and the recovery of rocket stages, laying a foundation for subsequent launches and recovery efforts [2]. Group 3: Industry Insights - The involvement of the "national team" in the aerospace sector is expected to set technical benchmarks and promote resource integration across the industry, fostering a competitive environment [2]. - Reusable rocket technology is viewed as a key cost-reduction strategy in the commercial aerospace industry, with the cost of new rockets estimated at $50 million, while reusable rockets can reduce costs to $15 million [2]. - Achieving successful recovery of rocket stages is just the first step; further engineering validation and the establishment of a stable, efficient reuse system are essential for realizing the commercial value of reusable technology [2].