Market Overview - A-share major indices showed a significant rebound this week, with the weekly performance of the indices as follows: CSI 300 at -0.57%, ChiNext 300 at 1.39%, STAR 50 at 2.58%, CSI 500 at 2.18%, CSI 1000 at 1.27%, and the humanoid robot index at 1.48%, with the STAR 50 showing the most notable recovery [1] Recent Events and Highlights - China applied to the International Telecommunication Union (ITU) for frequency resources for over 200,000 satellites, with more than 190,000 satellites coming from the newly established Radio Innovation Institute. Experts are optimistic about the institute's role in integrating industry resources and leveraging China's large market to accelerate its industry to catch up with SpaceX [2] Current Perspectives - The establishment of the humanoid robot and embodied intelligence standardization technical committee by the Ministry of Industry and Information Technology is viewed positively for the humanoid robot industry chain, with related companies including Hengshuai Co., Junpu Intelligent, Anpeilong, Keda Li, Lens Technology, Changying Precision, Sanhua Intelligent Control, Fengmao Co., Top Group, and Wuzhou Xinchun [3] - Guangdong has launched its first provincial-level drone governance system, creating a drone resource pool and a provincial management platform to build a "one network for unified flight" service ecosystem, with related companies including Xindong Link, Wanfeng Aowei, Wolong Electric Drive, and Zongshen Power [3] - The China Academy of Information and Communications Technology's Tair System Laboratory recently issued a liquid cooling capability testing report and certificate to Shenzhen Invech Technology Co., indicating that AI data center construction is expected to drive demand for liquid cooling equipment, with related companies including Invech, Nanfeng Co., Chuanrun Co., and Bojie Co. [3] - China's application to the ITU for over 200,000 satellites coincides with the U.S. Federal Communications Commission granting SpaceX significant authorization to build, deploy, and operate an additional 7,500 second-generation Starlink satellites, with related companies including Superjet Co., Xindong Link, Guoji Precision, and Electric Science Digital [3]

1月20日，万丰奥威（维权）盘中下跌2.03%，截至10:09，报16.43元/股，成交3.15亿元，换手率 0.89%，总市值348.86亿元。 资金流向方面，主力资金净流出5359.42万元，特大单买入484.62万元，占比1.54%，卖出3460.65万元， 占比10.98%；大单买入4655.33万元，占比14.77%，卖出7038.72万元，占比22.33%。 万丰奥威今年以来股价涨2.62%，近5个交易日涨0.80%，近20日涨7.53%，近60日跌4.31%。 万丰奥威所属申万行业为：汽车-汽车零部件-轮胎轮毂。所属概念板块包括：碳中和、节能环保、融资 融券、一体化压铸、中盘等。 截至9月30日，万丰奥威股东户数22.33万，较上期减少8.64%；人均流通股9509股，较上期增加9.46%。 2025年1月-9月，万丰奥威实现营业收入114.16亿元，同比增长0.40%；归母净利润7.29亿元，同比增长 29.38%。 分红方面，万丰奥威A股上市后累计派现40.16亿元。近三年，累计派现9.50亿元。 机构持仓方面，截止2025年9月30日，万丰奥威十大流通股东中，南方中证500ETF（5105 ...

记者从宜安科技、旭升集团等多家镁产业链企业获悉，镁合金已开始在人形机器人关节结构件、航空航 天设备零部件等高端领域应用，并小批量生产，多家上市公司将相关项目列为未来重点发展方向。同 时，宝武镁业、宜安科技、星源卓镁等多家上市公司开始批量承接镁合金新能源汽车轻量化零部件订 单。万丰奥威人士向以投资者身份致电的记者表示，由于镁合金在航空航天与人形机器人等新兴领域的 应用基数较低，未来即使实现小比例替代，也将带来显著的需求增量。在供给收缩、需求及政策预期驱 动下，本月镁锭及镁合金价格涨幅明显，上海钢联数据显示，国内镁合金价格从本月初的18300元/吨攀 升至19200元/吨，镁锭价格也一度达到17000元/吨的价格，本月内最高涨幅超千元。（智通财经） ...

天眼查资料显示，浙江万丰奥威汽轮股份有限公司，成立于2001年，位于绍兴市，是一家以从事医药制 造业为主的企业。企业注册资本212329.752万人民币。通过天眼查大数据分析，浙江万丰奥威汽轮股份 有限公司共对外投资了12家企业，参与招投标项目27次，财产线索方面有商标信息74条，专利信息476 条，此外企业还拥有行政许可15个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，浙江万丰奥威汽轮股份有限公司取得一项名为"一种汽车轮毂喷涂用安装盘 防护机构"的专利，授权公告号CN223800745U，申请日期为2025年1月。 专利摘要显示，本实用新型公开了一种汽车轮毂喷涂用安装盘防护机构，包括连接底座、中部圆形套筒 和下法兰固定盘，所述下法兰固定盘上安装有可拆卸的上法兰活动盘，自动调节定位芯和弹簧插套在中 部圆形套筒中，中部圆形套筒的底面固定在连接底座的顶面上，下法兰固定盘的底面固定在中部圆形套 筒的顶面上，弹簧的底端着力于连接底座的顶面上，弹簧的顶端着力于自动调节定位芯的底面上，自动 调节定位芯的外侧壁和弹簧的外侧靠近中部圆形套筒的内侧壁； ...

Core Viewpoint - The A-share market experienced fluctuations on January 15, with the commercial aerospace sector undergoing a pullback, as evidenced by the 4.52% decline in the Aviation ETF Fund (159257) [1]. Group 1: Aviation ETF Fund Performance - The Aviation ETF Fund (159257) saw mixed performance among its constituent stocks, with Hongdu Aviation rising over 9%, while Zhongke Xingtu fell more than 19%, and several other stocks, including Haige Communication and China Satellite, hit the daily limit down [3][4]. - The top ten constituent stocks of the Aviation ETF Fund include significant players in various sectors, with notable declines in several defense and aerospace-related stocks [4]. Group 2: Low Altitude Economy Developments - The low altitude economy is gaining traction, with Shanghai aiming to become the "world eVTOL capital" by 2028, targeting a core industry scale of approximately 80 billion yuan, supported by substantial government incentives [5]. - The Ministry of Industry and Information Technology and other departments have prioritized the development of drones and intelligent low-altitude equipment, indicating a strategic push towards integrating artificial intelligence with manufacturing processes [5][6]. Group 3: Industry Trends and Market Potential - The low altitude economy is being incorporated into the five-year plans of around 30 provinces and cities, with applications in low-altitude logistics and tourism leading the way [6]. - The competition for satellite frequency resources has intensified, with major players like China Star Network and the Radio Innovation Institute actively participating, indicating a strategic focus on satellite constellation development [7]. - The Aviation ETF Fund (159257) is heavily weighted towards the defense and military sector, which constitutes 61.6% of its index, and is expected to benefit from the rising demand in military trade [7][11]. Group 4: Investment Opportunities - The Aviation ETF Fund (159257) has a significant focus on low altitude economy stocks, which account for 53% of its index, suggesting potential growth opportunities in this emerging sector [10]. - The commercial aerospace segment represents 30% of the fund, covering satellite navigation and internet sectors, which are poised to tap into a trillion-yuan market space [11].

来源：新浪基金∞工作室 通用航空ETF华夏（159230）业绩比较基准为国证通用航空产业指数收益率，管理人为华夏基金管理有 限公司，基金经理为杨斯琪，成立（2025-05-21）以来回报为45.65%，近一个月回报为26.77%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 1月15日，截止午间收盘，通用航空ETF华夏（159230）跌4.11%，报1.399元，成交额3233.03万元。通 用航空ETF华夏（159230）重仓股方面，万丰奥威截止午盘涨0.52%，洪都航空涨9.79%，航天彩虹跌 1.63%，中直股份跌0.03%，珠海冠宇涨0.20%，华力创通跌10.56%，应流股份涨0.98%，南网科技跌 1.43%，睿创微纳跌2.90%，中国卫星跌10.00%。 ...

1月15日，万丰奥威（维权）盘中上涨2.25%，截至09:35，报17.71元/股，成交3.90亿元，换手率 1.06%，总市值376.04亿元。 资料显示，浙江万丰奥威汽轮股份有限公司位于浙江省新昌县工业区，成立日期2001年9月30日，上市 日期2006年11月28日，公司主营业务涉及以"铝合金-镁合金-高强度钢"为主线的汽车金属部件轻量化业 务;集自主研发、设计、制造、销售服务等于一体的专业通用飞机制造业务。主营业务收入构成为：汽 车金属轻量化零部件80.82%，通航飞机制造19.18%。 万丰奥威所属申万行业为：汽车-汽车零部件-轮胎轮毂。所属概念板块包括：碳中和、节能环保、一体 化压铸、新能源车、比亚迪概念等。 截至9月30日，万丰奥威股东户数22.33万，较上期减少8.64%；人均流通股9509股，较上期增加9.46%。 2025年1月-9月，万丰奥威实现营业收入114.16亿元，同比增长0.40%；归母净利润7.29亿元，同比增长 29.38%。 分红方面，万丰奥威A股上市后累计派现40.16亿元。近三年，累计派现9.50亿元。 机构持仓方面，截止2025年9月30日，万丰奥威十大流通股东中，南 ...

Core Viewpoint - The low-altitude economy concept is gaining attention, with WanFeng AoWei's stock experiencing a significant increase, reflecting investor optimism about the company's focus on lightweight automotive metal components and new aircraft manufacturing [1] Company Focus - WanFeng AoWei is concentrating on lightweight automotive metal components primarily made of aluminum and magnesium alloys, alongside a comprehensive approach to general aircraft manufacturing that includes R&D, design, production, and sales services [1] - The company is increasing its investment in the development of fixed-wing electric aircraft, eVTOL, and drones to explore the global low-altitude market [1] Product Development - WanFeng Diamond's general aircraft has begun mass production, delivering fuselage and wing components made from high-performance carbon fiber and glass fiber composite materials, produced on its own production line [1] - The eVTOL model under development also utilizes high-performance carbon fiber composite technology, demonstrating significant material strength and weight reduction effects [1]

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]

截至2026年1月14日，三大指数午后回落，低空经济、商业航天概念涨幅回落，截至 13:52，通用航空ETF华夏(159230)上涨0.76%，其持仓股莱斯信息上涨 12.14%，中科星图上涨11.39%，海格通信、万丰奥威、天银机电等股涨幅收窄，航空航天ETF(159227)跌0.78%。 截至1月13日，通用航空ETF华夏近6月净值上涨35.11%。从收益能力看，截至2026年1月13日，通用航空ETF华夏自成立以来，最高单月回报为16.05%，最 长连涨月数为4个月，最长连涨涨幅为22.84%，涨跌月数比为4/3，上涨月份平均收益率为8.78%，周盈利百分比为69.70%，月盈利概率为64.75%，历史持有 6个月盈利概率为100.00%。 通用航空ETF华夏紧密跟踪国证通用航空产业指数，截至2025年12月31日，国证通用航空产业指数(980076)前十大权重股分别为万丰奥威、航天彩虹、中直 股份、华力创通、中国卫星、洪都航空、航天电子、中无人机、天银机电、北斗星通，前十大权重股合计占比33.92%。（以上所列股票仅为指数成份股， 无特定推荐之意） | 股票代码 | 股票简称 | 涨跌幅 | 权重 | ...