人民财讯1月15日电，1月15日，中国航天科技（000901）集团有限公司在京召开2026年度工作会议。会 议强调，2026年，要强化体系牵引和新域新质突破，加速推进装备实战化能力提升；要统筹宇航重大工 程实施与产业化转型，深入推进载人登月、深空探测等重大工程，全力突破重复使用火箭技术，加速推 动航天强国建设；要多措并举优化产业布局，调整产业结构，大力发展商业航天、低空经济等战新产业 （300832），前瞻布局太空数智等未来产业，强化国际市场拓展和优质履约。 ...

格隆汇1月15日｜航天科技发布异动公告，公司股票于2026年1月13日、2026年1月14日、2026年1月15日 连续三个交易日收盘价格跌幅偏离值累计达到20%，根据《深圳证券交易所交易规则》，属于股票异常 波动情况。经核实，截至本公告披露日，公司前期披露的信息不存在需要更正、补充之处；截至本公告 披露日，公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信 息；截至本公告披露日，公司、控股股东和实际控制人不存在关于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。 ...

证券代码：000901 证券简称：航天科技 公告编号：2026-临-003 航天科技控股集团股份有限公司 股票交易异常波动公告 本公司及公司全体董事会成员保证公告内容的真实、准确和完整，不 存在虚假记载、误导性陈述或者重大遗漏。 一、股票交易异常波动的情况介绍 航天科技控股集团股份有限公司（以下简称"公司"）股票（证 券简称：航天科技，证券代码：000901）于 2026 年 1 月 13 日、2026 年 1 月 14 日、2026 年 1 月 15 日连续三个交易日收盘价格跌幅偏离 值累计达到 20%，根据《深圳证券交易所交易规则》，属于股票异常 波动情况。 二、公司关注并核实情况的说明 针对公司股票异常波动，公司董事会通过向控股股东中国航天科 工飞航技术研究院、实际控制人中国航天科工集团有限公司核实，并 经公司经营层内部核实，现就有关情况说明如下： 1.经核实，截至本公告披露日，公司前期披露的信息不存在需要 更正、补充之处； 5.经核实，截至本公告披露日，公司控股股东、实际控制人在股 票异动期间不存在买卖公司股票的行为。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深圳 ...

航天科技公告称，公司股票于2026年1月13日至1月15日连续三个交易日收盘价格跌幅偏离值累计达 20%，属异常波动。经核实，截至公告披露日，公司前期披露信息无需更正补充，未发现公共传媒报道 影响股价的未公开重大信息，经营情况及内外部环境正常，公司、控股股东和实控人无应披露未披露重 大事项，控股股东和实控人在异动期间无买卖股票行为。公司提醒投资者注意信息披露媒体及投资风 险。 ...

Core Viewpoint - Aerospace Technology's stock price has shown volatility, with a recent decline of 2.79% and a total market capitalization of 22.565 billion yuan, reflecting mixed investor sentiment and trading activity [1]. Group 1: Stock Performance - As of January 15, Aerospace Technology's stock price was 28.27 yuan per share, with a trading volume of 282 million yuan and a turnover rate of 1.27% [1]. - Year-to-date, the stock has decreased by 0.70%, with a 6.55% drop over the last five trading days, a 10.86% increase over the last 20 days, and a significant 68.27% rise over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with the latest appearance on January 12 [1]. Group 2: Financial Performance - For the period from January to September 2025, Aerospace Technology reported a revenue of 4.089 billion yuan, a year-on-year decrease of 17.99%, while the net profit attributable to shareholders was 94.8927 million yuan, showing a remarkable increase of 976.78% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Aerospace Technology reached 144,600, an increase of 80.98%, while the average number of circulating shares per person decreased by 44.75% to 5,519 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 14.1659 million shares, a decrease of 4.1878 million shares from the previous period [3].

格隆汇1月15日丨航天科技(000901.SZ)在投资者互动平台表示，公司业务不涉及航天商业百货。 ...

Core Viewpoint - The automotive parts sector experienced a slight decline of 0.06% on January 14, with Yueling Co. leading the losses, while the Shanghai Composite Index fell by 0.31% and the Shenzhen Component Index rose by 0.56% [1] Group 1: Market Performance - The automotive parts sector saw a mixed performance among individual stocks, with notable gainers including Aikelan, which rose by 16.04%, and Shanzigaoke, which increased by 10.10% [1] - The sector's overall trading volume was significant, with Aikelan achieving a transaction value of 1.481 billion yuan and Shanzigaoke reaching 12.848 billion yuan [1] Group 2: Capital Flow - The automotive parts sector experienced a net outflow of 2.37 billion yuan from institutional investors, while retail investors saw a net inflow of 2.601 billion yuan [2] - The capital flow data indicates that Shanzigaoke had a substantial net inflow of 2.089 billion yuan from institutional investors, despite a net outflow of 1.118 billion yuan from speculative funds [3]

Core Viewpoint - The successful launch of the Long March 8A rocket marks a significant achievement for China Aerospace Technology Group, demonstrating advancements in satellite internet capabilities and launch efficiency [1] Group 1: Launch Details - On January 13, 2023, at 23:25, the Long March 8A rocket was launched from Hainan Commercial Space Launch Site, successfully placing 18 low-orbit satellite internet satellites into their designated orbits [1] - The 18 satellites were developed by the Fifth Academy of China Aerospace Technology Group [1] - The Long March 8A rocket was developed by the First Academy of China Aerospace Technology Group [1] Group 2: Operational Efficiency - The rocket team optimized the launch testing process through parallel work, refined management, and precise scheduling [1] - The launch testing process for the Long March 8A rocket has been compressed to 18 days [1] - Future goals include achieving a "7-day launch, 7-day recovery" target [1] Group 3: Future Projections - The Long March 8A rocket successfully completed its maiden flight in 2025, achieving "six launches, six successes" [1] - The Long March 8 series rockets are expected to undertake a higher density of launch missions starting in 2026 [1]

Market Overview - A-shares experienced a collective pullback on January 13, with the Shanghai Composite Index ending a 17-day winning streak, closing down 0.64% [1] - The total trading volume in the Shanghai and Shenzhen markets reached a historical high of 3.7 trillion [1] Sector Performance - Significant declines were observed in various sectors, including commercial aerospace, satellite internet, and military industries, with many stocks dropping over 8% [3] - The large aircraft and military sectors also faced downturns, with several stocks hitting the daily limit down [3] - The commercial aerospace index fell by 6.15%, with a net outflow of 230.78 billion [4] Individual Stock Movements - Over 1,600 stocks rose, with more than 70 stocks hitting the daily limit up, while the commercial aerospace sector saw over 60 stocks limit down or drop more than 10% [3] - Specific stocks such as Aerospace Electronics and Beidou Star Communication experienced significant declines, with many stocks in the sector down by nearly 10% [7] Investment Insights - Analysts suggest that the current market sentiment may indicate a nearing peak, with potential for further structural upward trends despite short-term volatility [12] - Key investment strategies include avoiding speculative risks in popular sectors, focusing on policy-driven industries, and maintaining diversified portfolios to balance risk and return [14] - The emphasis is on sectors with strong earnings growth and valuation alignment, particularly in technology manufacturing and innovative healthcare [14]

Core Viewpoint - The commercial aerospace sector in China is experiencing significant volatility, with many stocks facing sharp declines after a period of rapid growth, driven by recent satellite application announcements and market speculation [1][10]. Group 1: Stock Performance - The ChiNext Index fell by 0.83% as of January 13, with multiple commercial aerospace stocks hitting the daily limit down, including Aerospace Science and Technology (down 10%), Beidou Star (down 10%), and Aerospace Development (down 9.95%) [1][2]. - Several aerospace ETFs also saw declines exceeding 5%, indicating a broader market pullback in this sector [2][3]. - Notably, some commercial aerospace stocks began to rebound, such as Shaanxi Huada (up 20%) and Tianyin Electromechanical (up 17.9%), amidst a mixed performance in the sector [3][4]. Group 2: Satellite Application Announcement - On January 11, China submitted an application for 203,000 new satellites to the ITU, marking the largest international frequency and orbit resource application in the country's history [7]. - This application includes 14 satellite constellations and is expected to activate the entire satellite manufacturing, launching, and operational industry chain in China [8]. - However, experts caution that the transition from application to actual satellite launches will take time, and the current number of operational satellites may not meet market expectations [6][11]. Group 3: Market Risks and Speculation - Several leading commercial aerospace stocks issued risk warnings on January 12, highlighting the potential for further price volatility and the need for caution among investors [10]. - The rapid price increases of stocks like Aerospace Universe and Aerospace Electronics, which saw gains of over 194% and 265% respectively in less than two months, have raised concerns about sustainability [10]. - Industry insiders suggest that the commercial aerospace sector is still in a "storytelling" phase, with challenges in satellite manufacturing costs, transportation reliability, and service integration remaining to be addressed [11][12].