2026年1月31日，江苏天兵航天科技（000901）股份有限公司(以下简称"天兵科技")与北京航空航天大学(以下简称"北航")在张家港天兵科技智造基地签 署战略合作协议。北航校长王云鹏，张家港市委书记韩卫，张家港市委常委、副市长李炳龙，张家港市委常委、经开区党工委书记、管委会主任常 征，天兵科技董事长康永来出席签约仪式。天兵科技技术发展部总经理杨守良与北航宇航学院院长王伟宗代表双方签署协议。 此次合作以可重复使用火箭工程化与产业化为核心，围绕技术攻坚、人才共育与产学研融合三大方向展开。双方将依托天兵科技在工程实践、试验验 证与产业链布局方面的体系化能力，以及北航在基础研究、关键技术攻关与人才培养方面的深厚积淀，共同打造校企协同创新标杆，助力我国商业航 天从"单点突破"迈向"系统构建"。 总装厂参观现场照片 签约仪式现场照片 构建联合研发体系，加速核心技术产业化 当前，中国商业航天正迎来规模化、商业化发展的关键阶段。天兵科技此前已启动从研发中心、智能制造基地到专属发射工位的体系化布局，旨在进 一步强化其"研发-制造-发射"全链路闭环能力，支撑未来高频发射任务。在此背景下，与北航的合作被视为其夯实技术底座、贯通 ...

文昌市委书记王鹏： 着力打造国际一流航天科技城 省政府工作报告和"十五五"规划纲要高瞻远瞩、务实可行，是引领高质量发展的纲领性文件。文昌 将坚决贯彻省两会精神，锚定高标准建设海南自由贸易港战略目标，坚持促开放、强特色、提内涵，着 力打造国际一流航天科技城。 一是坚持促开放。推动封关配套政策与已落地政策深度融合、协同发力、扩围增效。加快推进清澜 港航天产业配套基础设施提升改造项目和航道改扩建工程，持续强化清澜港对外开放口岸功能。常态化 开展侨资侨智侨力对接活动，不断提升文昌国际竞争力和经济外向度。 二是坚持强特色。紧扣"325"工程，积极支持两个发射场建设，全力服务保障"百箭千星""梦舟揽 月""长九问天"三大国家级战略工程，高标准编制航天城两项重点规划，强力推动五大百亿级重点项 目，高效推动和谐征迁、安置，完善星箭产业园基础设施配套，保障航天重点项目落地实施，全面提升 航天城综合保障能力与发展能级。 三是坚持提内涵。严格落实意识形态工作责任制，系统挖掘、传承、弘扬本土特色文化，持续深化 精神文明建设，丰富群众精神文化生活，推进移风易俗，进一步擦亮全国文明城市金字招牌，推动精神 文明建设成果更好更多惠及于民。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司有没有生产航天铜缆相关产品？ 卡倍亿（300863.SZ）1月30日在投资者互动平台表示，公司于2025年12月成立子公司上海卡倍亿航天科 技有限公司，将以此为平台探索商业航天相关业务。截至目前，上海卡倍亿航天子公司尚未生产相关产 品，敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司是否已经给商业航天相关公司供货了？ （文章来源：每日经济新闻） 卡倍亿（300863.SZ）1月30日在投资者互动平台表示，公司已设立子公司上海卡倍亿航天科技有限公 司，目前公司尚未给商业航天相关公司供货。敬请广大投资者注意二级市场交易风险，理性决策，审慎 投资。 ...

Core Viewpoint - Aerospace Technology's stock price has shown a modest increase in early trading, with significant trading volume and a notable market capitalization, indicating investor interest despite some net outflow of funds [1]. Group 1: Stock Performance - On January 30, Aerospace Technology's stock rose by 2.03%, reaching 28.66 CNY per share, with a trading volume of 2.15 billion CNY and a turnover rate of 9.59%, resulting in a total market value of 22.88 billion CNY [1]. - Year-to-date, the stock price has increased by 0.67%, with a 3.13% rise over the last five trading days, a 0.67% increase over the last 20 days, and a significant 38.39% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on January 15 [1]. Group 2: Financial Performance - As of September 30, Aerospace Technology reported a total revenue of 4.09 billion CNY for the first nine months of 2025, reflecting a year-on-year decrease of 17.99%, while the net profit attributable to shareholders was 94.89 million CNY, showing a remarkable year-on-year increase of 976.78% [2]. - Cumulative cash dividends since the company's A-share listing amount to 151 million CNY, with 10.37 million CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for Aerospace Technology reached 144,600, an increase of 80.98% from the previous period, while the average number of circulating shares per shareholder decreased by 44.75% to 5,519 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 14.17 million shares, a decrease of 4.19 million shares from the previous period, while several ETFs have also reduced their holdings [3].

Core Insights - The conference themed "Chain Gathering Industry Forces to Build a Strong Space Nation" was held in Shanghai, focusing on the development of commercial aerospace as part of national strategic deployment [1] - China Aerospace Science and Technology Corporation (CASC) plans to promote new fields such as space tourism, space digital infrastructure, space resource development, and space traffic management during the 14th Five-Year Plan period [1][2] Group 1: Space Tourism - The company aims to accelerate the iteration of suborbital and orbital space tourism vehicles, completing relevant unmanned or manned flight validations [1] - A comprehensive operational system for space tourism will be established to achieve regular suborbital space tourism flights and gradually develop orbital space tourism [1] Group 2: Space Digital Infrastructure - Plans include the construction of gigawatt-level space digital infrastructure, creating a new type of space system architecture that integrates cloud, edge, and terminal [1] - The goal is to achieve deep integration of computing power, storage capacity, and transportation capacity, enabling "sky computing" and "earth-sky computing" [1] Group 3: Space Resource Development - The company will conduct major project demonstrations for space resource development, focusing on breakthroughs in key technologies such as small celestial body resource exploration, intelligent autonomous mining, low-cost transfer transportation, and in-orbit processing [1] Group 4: Space Traffic Management - Key technology research will be conducted on space debris monitoring, early warning, and removal, laying a solid foundation for China's proactive role in formulating international regulations for space traffic management [2] - This initiative aims to ensure the safe operation of space infrastructure [2]

Core Viewpoint - China Aerospace Science and Technology Corporation (CASC) 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] Group 1: Space Tourism Development - CASC aims to accelerate the iteration of suborbital and orbital space tourism vehicles, completing relevant unmanned or manned flight validations and establishing a comprehensive space tourism operation system [1] - Domestic commercial aerospace companies like Xinghe Power, Blue Arrow Aerospace, and China Aerospace Science and Industry Corporation have expressed plans related to space tourism [1] - The "Lihong" series of reusable spacecraft, developed by China Aerospace Science and Industry Corporation, is the first fully reusable spacecraft in China aimed at space tourism, capable of over 30 flights [1] Group 2: Space Resource Development - CASC plans to conduct a major project called "Tiangong Kaiwu" to develop a comprehensive experimental and ground support system for space resource development, focusing on key technologies such as small celestial body resource exploration and intelligent autonomous mining [1] - The commercial aerospace sector is expected to drive advancements in upstream and downstream industries such as advanced materials and precision manufacturing, providing solid support for national strategies in space resource development [1] Group 3: Space Infrastructure and Traffic Management - The future "national team" will build gigawatt-level space digital infrastructure, creating a new type of space system architecture that integrates computing power, storage, and transportation [2] - Key technology breakthroughs in space debris monitoring, early warning, and removal will lay a solid foundation for China's proactive role in international space traffic management rule-making [2] Group 4: Market Trends and Investment Strategies - The commercial aerospace sector is experiencing increased policy and time catalysts, leading to a sustained rise in industry prosperity [2] - By 2026, significant events in commercial aerospace are expected, with policies elevating the sector to a strategic level comparable to semiconductors [2] - Investment strategies suggest a "barbell" approach, focusing on state-owned enterprises with core frequency resources and private leaders in commercial rockets and satellite components [3] Group 5: Related Market Segments - Rocket manufacturing and launch services are expected to see exponential growth in demand due to breakthroughs in reusable rocket technology and increased launch frequency [4] - Satellite manufacturing and operations are positioned as the largest and most certain market segment within the commercial aerospace industry, driven by the accelerated construction of low Earth orbit satellite constellations [5] - The demand for high-performance aerospace materials and 3D printing technology is increasing, driven by the need for lightweight, high-strength materials and cost reduction in manufacturing [6]

消息面上，据新浪财经报道，中国航天科技集团今日发布商业航天升级规划，明确将加速发展可复用火 箭与卫星星座能力，并拓展低轨互联网、车联网等多元应用场景。 盘面上，两市窄幅震荡，航空航天概念小幅下跌。相关ETF方面，航空航天ETF天弘（159241）标的指 数盘中跌0.31%，成交额达8328.55万元。成分股中，长盈通、振芯科技、航发动力等多股跟跌。 值得关注的是，Wind显示，航空航天ETF天弘（159241）近5个交易日（2026年01月22日～2026年01月 28日）实现连续"吸金"，航空航天ETF天弘（159241）最近20个交易日累计获资金净流入2.85亿元。截 至2026年01月28日，该基金最新规模为9.48亿元。 航空航天ETF天弘（159241）布局商业航天主题投资机会。该ETF成分股覆盖航空装备、航天装备等细 分领域，涉及卫星互联网、太空光伏、大飞机、低空经济等前沿科技方向，有望受益于政策与市场的双 重推动。 东北证券指出，商业航天被纳入国家政策重点，2025年上半年全球商业发射占比超70%，国内发射量同 比增长40%，产业链将受益于卫星网络建设与高端零部件需求扩张。 （文章来源：每日经济 ...

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting investor interest in specific sectors and companies, particularly in cultural, beverage, and technology industries [1][2][3] Group 1: Stock Performance and Capital Inflows - BlueFocus has seen a capital inflow of 2.713 billion, with a price increase of 14.15% [2] - Kweichow Moutai attracted 2.559 billion in capital, reflecting a 6.88% rise [2] - Northern Rare Earth experienced a 7.77% increase with 1.610 billion in inflows [2] - iFlytek recorded a capital inflow of 1.557 billion, with a 6.96% rise [2] - Aerospace Science and Technology saw 1.144 billion in inflows, with a notable increase of 9.98% [2] Group 2: Sector Analysis - The cultural sector, represented by BlueFocus and Zhejiang Wenlian, shows strong investor interest, with inflows of 2.713 billion and 0.850 billion respectively [2][3] - The beverage industry, particularly Kweichow Moutai and Wuliangye, continues to attract significant capital, indicating robust consumer demand [2][3] - The technology sector, including companies like iFlytek and Tianfu Communication, demonstrates growth potential with substantial capital inflows [2][3] Group 3: Additional Notable Stocks - TCL Zhonghuan in the photovoltaic equipment sector attracted 0.651 billion, with a 5.83% increase [2] - Baosteel shares saw inflows of 0.650 billion, reflecting a 2.69% rise [2] - Other notable stocks include Longxin Bochuang and Luzhou Laojiao, with inflows of 0.595 billion and 0.578 billion respectively, indicating diverse investment interests across sectors [3]

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting investor interest in specific sectors and companies, with notable amounts flowing into BlueFocus and Kweichow Moutai among others [1][2][3] Group 1: Stock Performance and Capital Inflows - BlueFocus saw a capital inflow of 2.814 billion, with a price increase of 14.59% [2] - Kweichow Moutai experienced a capital inflow of 1.638 billion, with a price increase of 3.72% [2] - iFlytek had a capital inflow of 1.599 billion, with a price increase of 10% [2] - Northern Rare Earth attracted 1.397 billion in capital inflow, with a price increase of 8.34% [2] - Tianfu Communication received 1.090 billion, with a price increase of 5.09% [2] - Zhejiang Wenhu Interconnect had a capital inflow of 0.779 billion, with a price increase of 9.98% [2] - TCL Zhonghuan saw a capital inflow of 0.667 billion, with a price increase of 7.99% [2] - Baosteel received 0.608 billion, with a price increase of 4.23% [3] - Changxin Bochuang attracted 0.558 billion, with a price increase of 7.27% [3] - Jiejia Weichuang had a capital inflow of 0.553 billion, with a price increase of 11.6% [3] - Aerospace Science and Technology received 0.524 billion, with a price increase of 7.13% [3] - Yanshan Technology attracted 0.503 billion, with a price increase of 4.81% [3] - Shenghe Resources had a capital inflow of 0.486 billion, with a price increase of 10% [3] - Tianlong Group saw a capital inflow of 0.483 billion, with a price increase of 18.8% [3] - Kunlun Wanwei received 0.436 billion, with a price increase of 6.93% [3] - Junhai received 0.416 billion, with a price increase of 34.46% [3] - 360 had a capital inflow of 0.407 billion, with a price increase of 4.79% [3] - Xinke Mobile U attracted 0.400 billion, with a price increase of 5.92% [3] - Luzhou Laojiao received 0.395 billion, with a price increase of 5.54% [3]