1月6日早盘，商业航天+卫星概念加持的通用航空延续涨势，北斗星通再度涨停冲击10天5板，航天环 宇、海格通信双双涨超7%。一键布局商业航天+卫星导航+低空经济+大飞机的通用航空ETF华宝 （159231）场内价格现涨0.88%冲击8连阳，盘中再度刷新上市新高！资金加速流入，实时净申购900万 份！此前已连续3日获资金净买入864万元。 消息面上，据中国民航网，今年，民航将健全完善低空民用航空政策体系，加快低空飞行服务站体系建 设，推进建设低空飞行服务调度平台；优化调整无人驾驶航空试验区（试验基地），因地制宜拓展低空 应用场景。 1月6日早盘，商业航天+卫星概念加持的通用航空延续涨势，北斗星通再度涨停冲击10天5板，航天环 宇、海格通信双双涨超7%。一键布局商业航天+卫星导航+低空经济+大飞机的通用航空ETF华宝 （159231）场内价格现涨0.88%冲击8连阳，盘中再度刷新上市新高！资金加速流入，实时净申购900万 份！此前已连续3日获资金净买入864万元。 消息面上，据中国民航网，今年，民航将健全完善低空民用航空政策体系，加快低空飞行服务站体系建 设，推进建设低空飞行服务调度平台；优化调整无人驾驶航空试验区 ...

Market Overview - On the first trading day of 2026, the A-share market experienced a "red opening," with the Shanghai Composite Index surpassing 4000 points and over 4100 stocks rising, including 127 stocks hitting the daily limit [1][2] - Notable market participants included well-known speculators appearing on the leaderboard of several popular thematic stocks [1] Investment Themes - The most active sectors on January 5 included commercial aerospace, lithium batteries, and AI applications, with significant trading volumes concentrated in these areas [2][9] - The commercial aerospace sector index saw a substantial increase of 29.87% from November 24, 2025, to January 5, 2026 [2] Notable Stocks - **Aerospace Machinery (航天机电)**: - The stock saw significant buying from major speculators, with the top buying seat from Guotai Junan Securities in Yichang contributing 261 million yuan [2][3] - The total trading volume for the stock reached approximately 551.83 million yuan on January 5 [3] - **China Satellite Communications (中国卫通)**: - This stock attracted major speculative interest, with a buying amount of 341 million yuan from a prominent speculator's seat [4] - The stock also achieved a daily limit increase on the same day [4] - **Tianji Shares (天际股份)**: - The stock's leaderboard was notably active, with four of the top five buying seats being from well-known speculators [5][6] - The company specializes in lithium hexafluorophosphate, a key material for lithium batteries [5] - **Salt Lake Potash (盐湖股份)**: - The stock received significant buying interest, with major speculators purchasing over 118 million yuan [6][7] - The company is expected to report a net profit of 8.29 to 8.89 billion yuan for 2025, reflecting a year-on-year growth of 77.78% to 90.65% [7] - **BlueFocus Communication Group (蓝色光标)**: - The stock experienced a strong 20% limit increase, with total trading volume reaching 1.75 billion yuan [8] - However, the major speculators on its leaderboard primarily sold the stock [8] Speculative Activity - The trading activity on January 5 indicated a high level of engagement from speculators, particularly in the aforementioned sectors, suggesting a continuation of interest in these themes into the new year [9][10] - The brain-computer interface sector also saw some speculative activity, although it was primarily focused on stocks that also had lithium battery connections [9][10]

Core Insights - The A-share market saw a significant rise in autonomous driving concept stocks, driven by Nvidia's announcement of its first open-source inference VLA (Vision-Language-Action) model, Alpamayo 1, which aims to accelerate the development of safe autonomous driving technology [1] Group 1: Stock Performance - Yachuang Electronics surged over 11.24%, with a total market value of 7.39 billion [2] - Suotai Co. increased by 10.06%, reaching a market capitalization of 6.33 billion [2] - Zhejiang Seabow and Hezhong Shizhuang both rose by 10%, with market values of 19.7 billion and 9.936 billion respectively [2] - Yanshan Technology, Leike Defense, and Galaxy Electronics all saw gains close to 10%, with market values of 48.7 billion, 20 billion, and 8.831 billion respectively [2] - Beidou Xingtong and Haon Electric both increased by over 6%, with market values of 28.8 billion and 15.3 billion respectively [2] - Wanjitech rose by 5.45%, with a market value of 7.053 billion [2] Group 2: Technological Advancements - Nvidia's Alpamayo 1 model utilizes a 10 billion parameter architecture to generate trajectories and reasoning processes from video inputs, enabling vehicles to "reason" in complex driving scenarios [1] - The model addresses the challenging "long tail effect" in autonomous driving, allowing vehicles to think through solutions in unexpected situations [1] - The first vehicle equipped with this technology is expected to be on the road in the United States in the first quarter [1]

1月6日，卫星产业继续强势表现。数据显示，截至9时37分，卫星产业ETF(159218)放量涨1.32%，再创 上市以来新高；北斗星通一度触及涨停。交投持续升温，截至1月5日，近20日、近10日及近5日日均成 交额分别为3亿、4.3亿及5.3亿，交投势能逐级放大。 风险提示：基金有风险，投资需谨慎。 | 卫星产业ETF(SZ:159218) | | | | | --- | --- | --- | --- | | ¥1.839 +0.019 +1.04% | | | 1.04 万度有关注 交易中 D1-06 09:39:24 北京时间 | | 配音:1.847 | 4.789 | 器:2.002 | 成交 : 55.37万手 | | 曼低:1.781 | 昨收:1.820 | 跌停:1.638 | 成交额:1.01亿 | | 损手:一 | 市价:1.837 | 皇位净值:1.810 | 高全省额:10.89亿 | | 振幅: 3.63% | 益)率:0.11% | 景计净值: 1.810 | 名产量:20.00亿 | | 成立日:2025-05-14 | 净值日期:2026-01-05 | 到期日:一 | 治市 ...

Group 1 - The A-share market saw a collective surge in autonomous driving concept stocks, with Yachuang Electronics rising over 11% and several other companies hitting the 10% daily limit increase [1][2] - Notable performers included Suofei Co. with a 10.06% increase, Zhejiang Seabow at 10.01%, and Hezhong Shizhuang at 10% [2] - The total market capitalization of Yachuang Electronics reached 7.39 billion, while other companies like Zhejiang Seabow and Hezhong Shizhuang had market caps of 19.7 billion and 9.936 billion respectively [2] Group 2 - Nvidia made a significant advancement in the autonomous driving sector by announcing the open-source release of its first inference VLA (Vision-Language-Action) model, Alpamayo 1, aimed at accelerating the development of safe autonomous driving technology [1][3] - The Alpamayo 1 model features a 10 billion parameter architecture that processes video input to generate trajectories and reasoning processes, addressing complex driving scenarios [3] - The model aims to tackle the challenging "long tail effect" in autonomous driving, enabling vehicles to "think" and find solutions in unexpected situations, with the first vehicle equipped with this technology expected to hit the roads in the U.S. in the first quarter [3]

早盘商业航天概念震荡回升，雷科防务走出5连板，银河电子2连板，中国卫通涨近5%续创历史新高， 苏试试验、星环科技、北斗星通、立昂微等跟涨。 ...

Core Viewpoint - On January 5, 2023, the Shenzhen Stock Connect saw significant activity with 20 stocks appearing on the daily trading list, indicating notable investor interest and trading volume in these companies [1][2]. Group 1: Net Buying Activity - The stocks with net buying from Shenzhen Stock Connect included: - BlueFocus (蓝色光标) with a net purchase of 155.80 million yuan and a daily increase of 19.97% [2] - Leo Group (利欧股份) with a net purchase of 134.85 million yuan and a daily increase of 9.93% [2] - Dao's Technology (道氏技术) with a net purchase of 98.76 million yuan and a daily increase of 20.01% [2] - Other notable net buyers included Shunhao Co. (顺灏股份) and Jianglong Shipbuilding (江龙船艇) with net purchases of 78.49 million yuan and 63.01 million yuan, respectively [2]. Group 2: Net Selling Activity - The stocks with net selling from Shenzhen Stock Connect included: - Zhongchao Holdings (中超控股) with a net sale of 178.35 million yuan and a daily decrease of 7.61% [2] - Tongyu Communication (通宇通讯) with a net sale of 160.53 million yuan and a daily increase of 7.28% [2] - Lepu Medical (乐普医疗) with a net sale of 56.23 million yuan and a daily increase of 19.99% [2] - Other notable net sellers included Hai Ge Communication (海格通信) and Yanhai Co. (盐湖股份) with net sales of 13.63 million yuan and 38.23 million yuan, respectively [2].

Group 1: Brain-Computer Interface - Neuralink, founded by Elon Musk, plans to start large-scale production of brain-computer interface devices in 2026 [5] - The brain-computer interface industry is expected to accelerate commercialization, with companies like Xiangyu Medical and Mylande experiencing significant stock price increases [9][10] - Analysts predict that the market size of the brain-computer interface industry will exceed $10 billion by 2030 [10] Group 2: Commercial Aerospace - Blue Arrow Aerospace has received approval for its IPO on the Sci-Tech Innovation Board, aiming to become the first publicly listed commercial rocket company in China [14] Group 3: Robotics - Morgan Stanley forecasts that China will ship 14,000 humanoid robots this year, with annual growth expected to double in the coming years, potentially exceeding 1 million units by 2034 [25] - The first full-body force-controlled humanoid robot, Q1, is set to be released, indicating a rapid acceleration in product iteration and market application [25] Group 4: AI Applications - Meta has announced the acquisition of AI agent company Manus to enhance its AI innovation efforts, with the integration of Manus into Meta's core consumer products [27] - The demand for AI applications is rapidly expanding, as indicated by the significant increase in token consumption, reflecting a shift from concept validation to revenue generation [30] - Tax Friend Co., mentioned in relation to AI applications, saw its stock price rise significantly following the announcement of expected AI application growth in early 2026 [30][31]

资金流向方面，今日该股主力资金净流出8183.32万元，其中，特大单净流入5886.73万元，大单资金净 流出1.41亿元。近5日主力资金净流入5.41亿元。 北斗星通今日涨停，全天换手率26.81%，成交额56.85亿元，振幅9.85%。龙虎榜数据显示，机构净卖出 1.06亿元，深股通净买入5803.91万元，营业部席位合计净卖出4916.81万元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.00%上榜，机构专用席位净卖出1.06亿元，深股通 净买入5803.91万元。 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12.38亿元，其中，买入成交额为5.71亿 元，卖出成交额为6.67亿元，合计净卖出9675.29万元。 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，即买四、买五、卖二、卖五，合计买入 金额1.56亿元，卖出金额2.62亿元，合计净卖出1.06亿元，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2.46亿元，卖出金额为1.88亿元，合计净买入5803.91万元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（12月31日）两融余额为11.49亿元， ...

1月5日，A股市场高开高走迎来2026年开门红，创业板指领涨，沪指重回4000点上方，录得十二连阳。 板块层面，商业航天概念反复活跃，雷科防务（002413）4连板，中国卫通（601698）5天3板，当虹科 技、谱尼测试（300887）、云汉芯城（301563）、西测测试（301306）等多股20CM涨停，海格通信 （002465）、银河电子（002519）、高德红外（002414）、北斗星通（002151）等20股涨停。 消息面上，据央视新闻报道，中国航天的新蓝图正在展开。载人登月项目将展开多项试验，嫦娥七号将 奔赴月球南极寻找水冰存在的证据，多型新火箭将首飞并挑战回收。中国航天正朝着建设航天强国的目 标开启新的征程。 开源证券研究所指出：SpaceX、天兵科技等国内外头部商业航天企业均计划于2026年推进IPO进程。在 政策支持与产业发展的双重共振下，商业航天领域已成为资本市场瞩目的新热点。 开源证券认为，脑机接口将定义人形机器人的人机交互新范式，探索人脑作为机器人大脑可能性，构建 人机融合的终极生态。近期脑机接口利好不断，印证了脑机接口技术预计将在2026年迈向商业化，并从 医疗刚需向AI应用、机器人等 ...