Core Viewpoint - The three major indices strengthened collectively, with brain-computer interface and medical device concepts leading the gains, while the Hainan Free Trade Zone and stablecoin concepts lagged behind [1] Group 1: Market Performance - As of 13:40, the General Aviation ETF (159230) rose by 1.72%, with holdings such as Aerospace Huanyu increasing by 12.67%, and stocks like Haige Communication and Beidou Star reaching the daily limit [1] - The Aviation and Aerospace ETF (159227) increased by 1.25% [1] Group 2: Policy and Industry Development - On January 4, Shanghai issued a notice regarding measures to accelerate the construction of a low-altitude economy advanced manufacturing cluster in the Yangtze River Delta [1] - By 2028, the core industry scale of Shanghai's low-altitude economy is expected to reach approximately 80 billion yuan, forming a complete industrial chain for new low-altitude aircraft [1] Group 3: Competitive Landscape - Huachuang Securities believes that companies in the low-altitude economy sector in China and the U.S. are the most competitive, with Chinese firms leading globally in the eVTOL field [1] - The General Aviation ETF (159230) tracks the National General Aviation Industry Index, focusing on low-altitude economy, covering sectors such as aviation materials, infrastructure, aircraft manufacturing, operational services, and application scenarios, with low-altitude economy content at 88.26% and commercial aerospace content at 65.32% [1]

截至1月5日午间收盘，A股98只个股涨停，74只个股首板涨停，连板梯队中以2连板、3连板个股为主，最高6连板。脑机接口成为涨停主线，三博脑科、伟 思医疗、创新医疗等数十只相关概念股批量涨停，覆盖康复设备、神经医疗、AI应用等多个细分领域；商业航天板块表现强势，中国卫通、北斗星通、中 天火箭等多股实现2连板。 | 002766.SZ 索菱股份 | 10.08% | 2连板 | 09:32:06 | 09:32:06 | 智能舱驾+无人驾驶+车联网 | | --- | --- | --- | --- | --- | --- | | 600266.S 城建发展 | 10.06% | 2连板 | 09:31:34 | 09:35:07 | 商业航天+北京国资+房地产 | | 600498.S 烽火通信 | 10.01% | 2连板 | 09:42:04 | 09:43:13 | 商业航天+光通信 | | 003009.SZ 中天火箭 | 9.99% | 2连板 | 11:15:51 | 11:29:33 | 商业航天+小型固体火箭+军贸 | | 002151.SZ 北斗星通 | 9.99% | 2连板 | 11:02 ...

数据宝统计，截至11:03，北斗星通成交额49.56亿元，创2020年8月14日以来新高。最新股价上涨 9.99%，换手率23.51%。（数据宝） （文章来源：证券时报网） ...

北斗星通再度涨停，5个交易日内录得3个涨停，累计涨幅为30.33%，累计换手率为118.16%。截至 11:05，该股今日成交量1.06亿股，成交金额50.31亿元，换手率23.85%。最新A股总市值达271.29亿元， A股流通市值221.28亿元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.31 | 10.00 | 20.95 | 69106.86 | | 2025.12.30 | -1.01 | 23.05 | -22957.67 | | 2025.12.29 | -1.07 | 24.41 | -65016.90 | | 2025.12.26 | 9.99 | 25.91 | 81135.75 | | 2025.12.25 | 2.65 | 18.97 | -61.34 | | 2025.12.24 | 8.42 | 18.02 | 25288.18 | | 2025.12.23 | -5.44 | 18.25 | -20667.88 | | 2025.12.22 | 9.99 ...

Group 1 - The market opened strong on the first trading day of 2026, with the ChiNext Index rising over 1.00% and the Shanghai Composite Index increasing by 0.45%, reaching a high of 3994.77 points during the session [1] - Sectors such as brain-computer interfaces, oil and gas, precious metals, and commercial aerospace showed significant gains, with nearly 3400 stocks in the Shanghai and Shenzhen markets rising [1] - Precious metals and gaming sectors led the gains, while the commercial aerospace concept stocks opened high, with companies like Goldwind Technology and Aerospace Science & Industry Corporation hitting the daily limit [3] Group 2 - Blue Arrow Aerospace's IPO was accepted, aiming to become the "first commercial rocket stock," with plans to raise 7.5 billion yuan for projects related to reusable rocket capacity and technology enhancement [4] - Market sentiment was reflected in stocks like Fenglong Co., which hit the daily limit for the sixth time, and other commercial aerospace stocks such as Shenkong Co. and China Satellite, which opened significantly higher [7] - Other sectors like robotics and digital currency also saw varied performances, with some stocks opening lower despite the overall market strength [7]

（文章来源：每日经济新闻） 每经AI快讯，1月5日，早盘商业航天概念大面积高开，金风科技、雷科防务、联创光电等多股涨停， 久之洋、北斗星通、中国卫星、顺灏股份等高开超5%。 ...

截至12月31日收盘，国产航母概念上涨1.99%，位居概念板块涨幅第8，板块内，27股上涨，北斗星 通、中国卫星、航发科技等涨停，银邦股份、宝钛股份、星辰科技等涨幅居前，分别上涨6.38%、 6.25%、5.72%。跌幅居前的有博威合金、亚星锚链、*ST宝实等，分别下跌2.24%、1.06%、0.89%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 小红书概念 | 2.88 | 硅能源 | -1.03 | | 快手概念 | 2.49 | 有机硅概念 | -0.99 | | 中船系 | 2.30 | 液冷服务器 | -0.98 | | 中韩自贸区 | 2.25 | 钠离子电池 | -0.86 | | 军工信息化 | 2.22 | 福建自贸区 | -0.84 | | 智谱AI | 2.20 | 环氧丙烷 | -0.77 | | AI语料 | 2.00 | 高压快充 | -0.77 | | 国产航母 | 1.99 | 宁德时代概念 | -0.75 | | Sora概念(文生视频) | 1.97 | PEEK材料 ...

Group 1 - The military information technology sector rose by 2.22%, ranking fifth among concept sectors, with 86 stocks increasing, including Jiu Zhi Yang which hit a 20% limit up, and others like Wang Zi New Materials, Aerospace Electronics, and Aerospace Development also reaching limit up [1] - The top gainers in the military information technology sector included Guo Bo Electronics, Gao Ling Information, and Shanghai Hanxun, which rose by 12.05%, 9.52%, and 7.56% respectively [1] - The biggest losers in the sector were Tian Jian Technology, Bei Fang Chang Long, and *ST Ao Wei, which fell by 9.99%, 5.88%, and 4.76% respectively [1] Group 2 - The military information technology sector saw a net inflow of 5.48 billion yuan, with 54 stocks receiving net inflows, and 11 stocks attracting over 100 million yuan in net inflows [2] - Aerospace Electronics led the net inflow with 2.095 billion yuan, followed by Bei Dou Xing Tong, Wang Zi New Materials, and Aerospace Development with net inflows of 691 million yuan, 578 million yuan, and 423 million yuan respectively [2] - The top net inflow ratios were Wang Zi New Materials at 35.90%, Bei Dou Xing Tong at 17.06%, and Aerospace Electronics at 16.49% [3] Group 3 - The trading volume and turnover rates for key stocks in the military information technology sector showed significant activity, with Aerospace Electronics at a turnover rate of 18.76% and Wang Zi New Materials at 33.12% [3] - Other notable stocks included Jiu Zhi Yang with a 20% increase and a turnover rate of 14.27%, and Shanghai Hanxun with a 7.56% increase and a turnover rate of 19.61% [3][4] - The overall market sentiment in the military information technology sector appears positive, with substantial capital inflows and strong performance from leading stocks [2][3]

Core Viewpoint - The defense and military industry experienced a significant increase of 2.13% on December 31, with a net inflow of 6.058 billion yuan in main funds, indicating strong investor interest in this sector [1][2]. Group 1: Market Performance - The Shanghai Composite Index rose by 0.09% on December 31, with 15 out of the 28 sectors showing gains, led by the defense and military industry and media, which increased by 2.13% and 1.54% respectively [1]. - The sectors that faced declines included telecommunications and agriculture, with decreases of 1.35% and 1.10% respectively [1]. Group 2: Fund Flow Analysis - The defense and military industry had a total of 138 stocks, with 112 stocks rising and 10 hitting the daily limit up, while 23 stocks fell and 2 hit the daily limit down [2]. - The top three stocks with the highest net inflow in the defense and military sector were Aerospace Electronics with 2.095 billion yuan, followed by China Satellite with 1.865 billion yuan, and Beidou Navigation with 691 million yuan [2]. - Conversely, the top three stocks with the highest net outflow were Feilihua with 673 million yuan, China Satellite Communications with 280 million yuan, and Huafeng Technology with 238 million yuan [4]. Group 3: Individual Stock Performance - The top gainers in the defense and military sector included Aerospace Electronics, China Satellite, and Beidou Navigation, all achieving a daily increase of 10% [2]. - The stocks with the largest outflows included Feilihua, which decreased by 3.84%, and China Satellite Communications, which increased by 10.01% despite the outflow [4].

北斗星通今日涨停，全天换手率20.95%，成交额40.52亿元，振幅12.65%。龙虎榜数据显示，机构净卖 出853.66万元，深股通净卖出4283.41万元，营业部席位合计净买入2.32亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.31%上榜，机构专用席位净卖出853.66万元，深股 通净卖出4283.41万元。 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10.10亿元，其中，买入成交额为5.95亿 元，卖出成交额为4.15亿元，合计净买入1.81亿元。 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，即买二、卖二、卖三、卖五，合计买入 金额1.42亿元，卖出金额1.51亿元，合计净卖出853.66万元，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1.71亿元，卖出金额为2.13亿元，合计净卖出4283.41万元。 资金流向方面，今日该股主力资金净流入6.91亿元，其中，特大单净流入7.90亿元，大单资金净流出 9918.39万元。近5日主力资金净流入6.22亿元。 融资融券数据显示，该股最新（12月30日）两融余额为10.94亿元，其中，融资余额为10.84亿 ...