Group 1 - The domestic aircraft carrier concept index rose by 3.93%, ranking fifth among concept sectors, with 35 stocks increasing in value, including Beidouxing Tong, Beifang Navigation, and AVIC Xi'an Aircraft Industry Group hitting the daily limit [1][2] - Notable stock performances within the domestic aircraft carrier sector include Xingchen Technology, AVIC Aviation, and Yinbang Co., which increased by 11.87%, 8.09%, and 7.72% respectively [1][2] Group 2 - The domestic aircraft carrier sector saw a net inflow of 1.572 billion yuan, with 25 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2] - The top stock for net inflow was AVIC Xi'an Aircraft Industry Group, with a net inflow of 705 million yuan, followed by Beifang Navigation, AVIC Optoelectronics, and Yinbang Co. with net inflows of 581 million yuan, 319 million yuan, and 280 million yuan respectively [2] Group 3 - In terms of net inflow ratios, Beifang Navigation, AVIC Xi'an Aircraft Industry Group, and *ST Baoshi had the highest ratios at 26.96%, 20.84%, and 15.23% respectively [3]

北斗星通今日涨停，全天换手率16.89%，成交额39.95亿元，振幅9.98%。龙虎榜数据显示，机构净卖出 3674.81万元，深股通净买入4591.82万元，营业部席位合计净买入4.44亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.60%上榜，机构专用席位净卖出3674.81万元，深股 通净买入4591.82万元。 | 卖三 | 机构专用 | 4078.49 | 5127.79 | | --- | --- | --- | --- | | 卖四 | 机构专用 | 4140.94 | 4904.59 | | 卖五 | 联储证券股份有限公司上海松林路证券营业部 | 0.00 | 3860.18 | （文章来源：证券时报网） 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，即卖二、卖三、卖四，合计买入金额 1.36亿元，卖出金额1.73亿元，合计净卖出3674.81万元，深股通为第一大买入营业部及第一大卖出营业 部，买入金额为2.45亿元，卖出金额为1.99亿元，合计净买入4591.82万元。 资金流向方面，今日该股主力资金净流入2.79亿元，其中，特大单净流入3.97亿元，大单资金净流出 1.1 ...

一、行情回顾 沪指全天震荡上扬，录得13连阳走势，刷新十年多以来新高，市场热点轮番活跃。脑机接口概念延续涨势，三博脑科、创新医疗等多股涨停。券商、保险等 金融股拉升，华安证券、华林证券涨停。有色板块走强，洛阳钼业、紫金矿业等多股创历史新高。商业航天继续活跃，北斗星通、中国卫通6天4板。个股涨 多跌少，沪深京三市约4100股飘红，连续两日超百股涨停，今日成交2.83万亿。 | 普利特 | 2天2板 | | +10.01% | | 3.49% | | I、公円 □ヨ荷 ｿ 行了共同开发以及 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002324.SZ | | 19.35 | | 09:25:00 | | 150.21亿 | 顺利; 2、公司L( | | | | | | | | | 卫星等商业航天领 | | 国际医学 | 2天2板 | 5.19 | +9.96% | 09:25:00 | 2.16% | 114.43亿 | 公司旗下医疗机构 | | 000516.SZ | | | | | | | | | | | | | | | | 全资子公司岩思类 ...

Market Performance - The military electronics sector rose by 2.91% on January 6, with Beidou Star leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] Stock Performance - Beidou Star (002151) closed at 54.97, up 10.01% with a trading volume of 748,000 shares [1] - Aerospace Electric (002025) also saw a 10% increase, closing at 56.85 with a trading volume of 578,500 shares [1] - Other notable gainers included Hezhong Shizhuang (002383) and Leike Defense (002413), both rising by 10% and 9.99% respectively [1] Capital Flow - The military electronics sector experienced a net outflow of 470 million yuan from institutional investors and 923 million yuan from speculative funds, while retail investors saw a net inflow of 1.393 billion yuan [2][3] - The top stock in terms of net inflow from institutional investors was Hezhong Shizhuang (002383) with 304 million yuan, accounting for 48.27% of its trading volume [3] Summary of Individual Stocks - Beidou Star (002151) had a net inflow of 229 million yuan from institutional investors, representing 5.72% of its trading volume [3] - Aerospace Electric (002025) saw a net inflow of 245 million yuan from institutional investors, making up 7.70% of its trading volume [3] - The overall trend indicates a mixed sentiment among different types of investors within the military electronics sector [2][3]

沪指罕见13连阳 商业航天、脑机接口概念狂飙 1月6日，A股、港股延续"开门红"行情继续走高，沪指罕见13连阳刷新纪录。黄金白银续演超牛行情，白银大涨超3%，黄金站上4460美 元。 具体来看，A股三大指数高开高走，截至收盘，上证指数收涨1.5%，实现13连阳，创出史上最长连阳纪录，创逾10年新高。 全市场逾4100股上涨，其中有143只个股涨停，连续两日超百股涨停。沪深两市成交额2.83万亿元，创逾三个月新高。 板块方面，商业航天概念全天强势，十余只成分股涨停，鲁信创投（600783）8天6板，北斗星通（002151）、中国卫通（601698）6天4 板，金风科技（002202）走出7天3板。 分析：与AI竞赛夺关键资源趋势相关 有色金属板块表现活跃，洛阳钼业（603993）、紫金矿业（601899）等多股创历史新高，其中紫金矿业涨逾6%，总市值突破万亿元。 在牛市氛围下，登云股份（002715）（002715.SZ）开盘即遭遇跌停，总市值较前一交易日大幅缩水，为当前A股市场唯一非ST跌停股。消 息面上，登云股份1月5日晚间公告称，公司实际控制人杨涛被逮捕，其涉嫌罪名为非法吸收公众存款罪。 港股方面，截至1 ...

Core Insights - The general aviation ETF (159378) has seen a significant increase of 3.42% as of January 6, 2026, with notable gains in several related stocks, indicating a positive market sentiment towards the sector [1] - The newly revised Civil Aviation Law will take effect on July 1, 2026, promoting the development of general aviation and optimizing low-altitude airspace resources [3] - The low-altitude economy sector in China has surpassed a total market capitalization of 800 billion, with a core index increase of 28.6% by the end of 2025, highlighting strong growth potential [3] Stock Performance - Aerospace Universe (688523) rose by 17.38% with a transaction volume of 1.825 billion [2] - Huace Navigation (300627) increased by 12.84%, with a trading volume of 2.481 billion [2] - Aerospace Electronics (600879) and Beidou Star (002151) both reached their daily limit, reflecting strong investor interest [1][2] Policy Developments - The government is enhancing the low-altitude civil aviation policy framework and accelerating the construction of low-altitude flight service stations [2][3] - By December 30, 2025, 1,081 companies had registered civil unmanned aerial vehicles, with over 5.29 million units, indicating a robust growth in the sector [3] - The eVTOL (electric Vertical Take-Off and Landing) market is expected to see a commercial acceleration, with total orders exceeding 30 billion by 2025 [3] Investment Opportunities - The general aviation ETF (159378) focuses on the low-altitude economy and drones, benefiting from the rapid development of integrated airspace systems [4] - The industry is transitioning from a "policy incubation period" to an "industrialization initiation period," suggesting a critical turning point for market dynamics [3] - As the industry matures, investment in eVTOL manufacturing, air traffic management systems, and supporting infrastructure is anticipated to accelerate [3]

Market Overview - The Shanghai Composite Index experienced a rare 13 consecutive days of gains, breaking the previous high from November 14, 2025, and reaching a new high since July 2015, closing up by 1.50% [1] - The market saw over 4,100 stocks in the green, with significant contributions from financial sectors such as brokerage, insurance, and internet finance [1] Seasonal Trends - According to Zheshang Securities, the first quarter typically sees a "spring rally," where small and mid-cap growth indices perform best, setting the stage for February's market performance [1] Key Sectors Financial Sector - Major financial stocks like Dazhihui and Hualin Securities hit the daily limit, while China Ping An reached a new five-year high [1] Brain-Computer Interface - The brain-computer interface sector saw a surge, with nearly 20 stocks hitting the daily limit, driven by breakthroughs in clinical trials for a new fully implanted device [3] - The industry is expected to enter a critical phase of large-scale application, supported by policy backing and ongoing technological advancements [3] Non-Ferrous Metals - The non-ferrous metals sector strengthened, with companies like Luoyang Molybdenum and Zijin Mining reaching historical highs, influenced by rising global metal prices [4] - The London Metal Exchange reported significant price increases for tin and copper, indicating strong demand and supply dynamics [4] Solid-State Batteries - The solid-state battery sector experienced a rally, with several stocks hitting the daily limit, following the announcement of a commercially viable solid-state battery by Donut Lab [5] - The sector is expected to progress towards industrialization, supported by policy focus and active participation from industry players [5] Semiconductor Sector - The semiconductor sector remained active, with storage chips and semiconductor equipment leading the gains, as companies like Beifang Huachuang reached historical highs [6] - Price increases for DRAM chips were reported, with significant hikes expected in Q1 2026 [7] Institutional Insights - Guotai Junan Securities highlighted the internal trend of a "transformation bull market" in China, driven by economic shifts and capital market reforms [8] - Debon Securities expressed optimism for a slow bull market following the New Year, with expectations for continued upward movement in the A-share market [8] - Dongfang Securities noted that the market's upward trend is supported by strong investor confidence and the commercialization of new industries like brain-computer interfaces and AI [9]

Group 1 - The National Industrial and Information Technology Work Conference emphasized the cultivation of emerging industries, including new materials, aerospace, and low-altitude economy, and the orderly development of satellite IoT commercial trials [1] - The revised Civil Aviation Law encourages the development of general aviation and optimizes low-altitude airspace resource allocation, promoting the growth of the low-altitude economy [2] - Southwest Securities highlighted the national strategy focusing on the low-altitude economy, with various regions implementing development policies and state-owned enterprises establishing low-altitude economic companies [2] Group 2 - The General Aviation ETF Huabao (159231) covers 50 constituent stocks in sectors such as low-altitude economy, large aircraft, military aircraft, commercial aerospace, satellite navigation, and drones, with over 37% of its focus on the aerospace industry [2] - On January 6, stocks related to commercial aerospace and satellite concepts surged, with Aerospace Universe rising by 17% and Huace Navigation increasing by over 12%, indicating strong market interest [4] - The General Aviation ETF Huabao experienced a price increase of 3.24%, reaching a new high, with a net subscription of 21 million shares, reflecting accelerated capital inflow [4]

Group 1 - The core viewpoint of the news is the significant surge in the general aviation sector, driven by commercial aerospace and satellite concepts, with notable stock price increases for companies like Aerospace Universe and Huace Navigation [1][6] - The General Aviation ETF Huabao (159231) has seen a price increase of 3.24%, achieving an eight-day consecutive rise and reaching a new high since its listing, with a real-time net subscription of 21 million shares [1][6] - The national industrial and information technology conference emphasized the cultivation of emerging industries, including new materials, aerospace, and low-altitude economy, and the orderly development of satellite IoT business trials [3][8] Group 2 - The newly revised Civil Aviation Law will take effect on July 1, 2026, encouraging the development of general aviation and optimizing low-altitude airspace resource allocation [3][8] - The national 14th Five-Year Plan suggests accelerating the development of the aerospace and low-altitude economy industries, with various local governments implementing policies to support low-altitude economic development [3][8] - The General Aviation ETF Huabao and its associated funds cover 50 constituent stocks across various sectors, including low-altitude economy, large aircraft, military aircraft, commercial aerospace, satellite navigation, and drones, with over 37% of the focus on the aerospace industry [3][8]

| 代码 类型 名称 | 现价 | 涨跌 涨跌幅 ▼ | | | --- | --- | --- | --- | | 563790 主 卫星ETF胴华 | 1.192 | 0.073 6.52% | | | 512630 - 主 - 卫星ETF广发 | 1.577 | 0.086 | 5.77% | | 563530 主 卫星ETF易方达 | 1.569 | 0.085 | 5.73% | | 563230 主 卫星ETF | 1.576 | 0.083 | 5.56% | | 159218 主 卫星产业ETF | 1.918 | 0.098 5.38% | | 有券商表示，随着发射成本下降与在轨算力提升，未来太空算力有望形成"多发多省"格局，随着技术迭代与配套完善，太空算力和 其他新兴应用有望推动商业航天迎来具备规模化商业价值的产业变革。 （文章来源：每日经济新闻） 卫星概念股午后拉升，华测导航涨超13%，中国卫通、北斗星通、北方导航涨停。 受盘面影响，卫星相关ETF大涨逾5%。 ...