1月8日，沪指跌0.07%，深成指跌0.51%，创业板指跌0.82%。全市场成交额2.82万亿元，超3700股上涨。军工装备、商业 航天、脑机接口、光伏设备、可控核聚变涨幅居前。 焦点股方面，锋龙股份继续一字涨停晋级10连板，神剑股份14天10板、鲁信创投10天8板、金风科技9天5板。谱尼测试、 塞力医疗（维权）等4天3板，钧达股份、上海九百3天2板，东方明珠、彤程新材等2连板。 | 代码 | 名称 | 价格 | 涨跌 | 涨幅量 | 换手% 几天几板I2 ... | 成交额 | 成交量 涨停分析 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300141 | 和顺电气 | 17.50 | +2.92 | +20.03% | 24.43% 自板涨停 | 9.547. | 62.23万 | 电网设备+商业 | | 301515 | 港通医疗 | 25.48 | +4.25 | +20.02% | 18.80% 首板涨停 | 2.91 亿 | 12.33万 | 脑机接口+医用 | | 301079 | 部沿液压 | 49.60 | +8 ...

航天电器今日涨停，全天换手率15.65%，成交额43.54亿元，振幅10.06%。龙虎榜数据显示，机构净买 入2.76亿元，深股通净买入9520.70万元，营业部席位合计净买入2.48亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.83%上榜，机构专用席位净买入2.76亿元，深股通 净买入9520.70万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交13.26亿元，其中，买入成交额为9.72亿 元，卖出成交额为3.53亿元，合计净买入6.19亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买一、买五、卖一，合计买入金额 3.94亿元，卖出金额1.17亿元，合计净买入2.76亿元，深股通为第三大买入营业部及第三大卖出营业 部，买入金额为1.53亿元，卖出金额为5746.74万元，合计净买入9520.70万元。 融资融券数据显示，该股最新（1月7日）两融余额为13.00亿元，其中，融资余额为12.89亿元，融券余 额为1123.44万元。近5日融资余额合计增加4.54亿元，增幅为54.39%，融券余额合计增加388.07万元， 增幅52.77%。（数据宝） 航天电器1月8 ...

Core Viewpoint - The large aircraft concept sector has shown a significant increase, with a rise of 3.43%, ranking sixth among concept sectors, indicating strong investor interest and potential growth in this area [1]. Group 1: Market Performance - The large aircraft concept sector saw 130 stocks increase in value, with notable performers including Tianqi Mould, Hitec High-tech, and Aerospace Electric, which all hit the daily limit up [1]. - The top gainers in the sector included New Jingang (up 13.17%), Tongguang Cable (up 10.43%), and Bolite (up 9.77%) [1]. - Conversely, the sector also experienced declines, with Senqilin, Huayu Automotive, and Nanshan Aluminum dropping by 2.47%, 1.54%, and 1.54% respectively [1]. Group 2: Capital Inflow - The large aircraft concept sector attracted a net inflow of 5.02 billion yuan from main funds, with 89 stocks receiving net inflows, and 25 stocks exceeding 100 million yuan in net inflow [2]. - The leading stock in terms of net inflow was AVIC Aircraft, which saw a net inflow of 525 million yuan, followed by Aerospace Electric and AVIC High-tech with net inflows of 451 million yuan and 306 million yuan respectively [2]. - The stocks with the highest net inflow ratios included Tianqi Mould (53.65%), CITIC Heavy Industries (43.69%), and ST Lihang (28.81%) [3][4]. Group 3: Stock Performance Metrics - AVIC Aircraft had a daily increase of 9.99% with a turnover rate of 5.81%, while Aerospace Electric rose by 10.01% with a turnover rate of 15.65% [3]. - Tianqi Mould achieved a daily increase of 10.03% with a turnover rate of 7.40%, indicating strong trading activity and investor confidence [3]. - Other notable performers included New Jingang (up 13.17% with a turnover rate of 29.98%) and Tongguang Cable (up 10.43% with a turnover rate of 25.95%) [5][6].

格隆汇1月8日｜航天电器今日涨停，成交额43.54亿元，换手率15.65%，盘后龙虎榜数据显示，深股通 专用席位买入1.53亿元并卖出5746.74万元，2家机构专用席位净买入3.58亿元，有1家机构专用席位净卖 出8151.31万元。 ...

航天电器今日涨停，成交额43.54亿元，换手率15.65%，盘后龙虎榜数据显示，深股通专用席位买入 1.53亿元并卖出5746.74万元，2家机构专用席位净买入3.58亿元，有1家机构专用席位净卖出8151.31万 元。 ...

航天电器今日涨停，成交额43.54亿元，换手率15.65%，盘后龙虎榜数据显示，深股通专用席位买入 1.53亿元并卖出5746.74万元，2家机构专用席位净买入3.58亿元，有1家机构专用席位净卖出8151.31万 元。 ...

Core Viewpoint - The commercial aerospace sector is experiencing significant growth, with the Satellite ETF (159206) rising by 5.47%, marking the highest increase among all ETFs in the market [1]. Group 1: Market Performance - The Satellite ETF has reached a new high in scale, now at 8.24 billion yuan, since its inception [2]. - Notable stocks in the sector include Aerospace Hongtu, which surged by 19.99%, and other companies like Qianzhao Optoelectronics and Zhenlei Technology, which saw increases of 15.81% and 14.87% respectively [2]. Group 2: Fund Inflows and Policy Support - Over the past 10 days, the Satellite ETF has attracted over 3 billion yuan in net inflows [3]. - Guosheng Securities indicates that the commercial aerospace sector is poised for a significant upward trend due to a combination of fundamental improvements and supportive policies, particularly following the government's emphasis on becoming a "strong aerospace nation" [3]. - The sector is expected to accelerate its launch processes this year, supported by recent policy enhancements and technological breakthroughs in reusable rocket systems [3].

Core Viewpoint - The aerospace and military industry is experiencing strong performance, with significant gains in various ETFs related to large aircraft, commercial space, space stations, satellite internet, and aircraft carriers, indicating a shift from speculative to fundamental growth in the sector [1] Group 1: Market Performance - The Satellite ETF (563230) saw an intraday increase of 5.45% - The Military Industry Leader ETF (512710) experienced a 5.53% rise - The Aviation ETF (159392) recorded a 4.39% gain - Key stocks such as Aerospace Electric and Aerospace Electronics reached their daily limit up [1] Group 2: Upcoming Developments - Xinghe Power Aerospace is set to implement the "Vesta-1 Sea Launch Type (Remote 7)" commercial rocket launch task, code-named "Wanghai Tide" [1] - SpaceX, led by Elon Musk, plans to achieve an annual production capacity of up to 1,000 Starships [1] Group 3: Industry Outlook - 2026 is anticipated to be a pivotal year for China's commercial aerospace sector, marking the "industrial explosion year" [1] - The combination of the "14th Five-Year Plan" for aerospace strength and the maturation of the private rocket/satellite industry chain is expected to drive the sector's transition from speculation to fundamental realization [1] Group 4: ETF Composition - The Satellite ETF (563230) closely tracks the satellite industry index, which includes sectors such as integrated circuit design, communication systems and terminal equipment, defense equipment, aerospace, general software development, electronic components, and automation machinery [1] - The ETF encompasses the entire satellite industry chain, ensuring high purity and investment efficiency [1]

Group 1 - The core point of the news is that President Trump proposed a military budget of $1.5 trillion for 2027, representing a 66% increase from the previous budget of $901 billion for 2026, citing the current turbulent and dangerous times [1] - The commercial aerospace sector is experiencing a strong recovery, with defense and military performance outperforming satellites, attributed to the importance of rocket reusability, particularly in engines and electronic control systems [1] - The defense industry is expected to gradually enter a recovery phase by 2026, with an upward trend in military spending anticipated due to new five-year plans and the goal of achieving a century of military development by 2027 [1] Group 2 - As of January 8, 2026, the China Securities Defense Index rose by 4.46%, with significant gains in component stocks such as Aerospace Nanhai (up 19.52%) and Aerospace Electric (up 10.01%) [2] - The Defense ETF closely tracks the China Securities Defense Index, which includes listed companies under major military groups and those providing equipment to the armed forces, reflecting the overall performance of the defense industry [2] - The top ten weighted stocks in the China Securities Defense Index as of December 31, 2025, include Aerospace Electronics and Aero Engine Corporation, collectively accounting for 42.34% of the index [2]

Group 1 - The commercial aerospace sector experienced a significant rally on January 8, with multiple stocks reaching their daily limit up, indicating strong investor interest and market momentum [1] - Tai Sheng Wind Power saw a 20% increase, marking a notable performance within the sector [1] - Over twenty stocks, including Tongyu Communication, Aerospace Electric, Aerospace Electronics, Aerospace Science and Technology, and Julite Rigging, also hit their daily limit up, reflecting a broad-based enthusiasm in the commercial aerospace industry [1]