Group 1 - The stock price of Boyun New Materials increased by 2.53% on January 8, reaching 12.56 CNY per share, with a trading volume of 205 million CNY and a turnover rate of 2.91%, resulting in a total market capitalization of 7.198 billion CNY [1] - The company has seen a stock price increase of 4.93% year-to-date, with a 7.17% rise over the last five trading days, a 22.42% increase over the last 20 days, and a 43.05% increase over the last 60 days [1] - Boyun New Materials specializes in the research, production, and sales of aviation wheel brake systems and materials, aerospace carbon/carbon composite materials, high-performance hard alloys, and rare metal powder materials, with main business revenue composition being 63.67% from high-performance hard alloys and related materials, 33.17% from aerospace and civilian carbon/carbon composite materials, and 3.16% from other sources [1] Group 2 - As of December 19, the number of shareholders for Boyun New Materials was 61,400, a decrease of 4.39% from the previous period, with an average of 9,329 circulating shares per person, an increase of 4.59% [2] - For the period from January to September 2025, Boyun New Materials achieved an operating income of 649 million CNY, representing a year-on-year growth of 45.11%, and a net profit attributable to shareholders of 30.037 million CNY, reflecting a year-on-year increase of 278.32% [2] Group 3 - Since its A-share listing, Boyun New Materials has distributed a total of 12.412 million CNY in dividends, with no dividends paid in the last three years [3]

Group 1 - The core point of the article is that Boyun New Materials (002297) reported a total of 61,428 investor accounts as of December 19, 2025 [1]

格隆汇1月6日丨博云新材(002297.SZ)在投资者互动平台表示，为适应市场需求，公司开发了多款无人 机粉末冶金刹车副并为部分无人机产品配套提供机轮刹车系统。公司将积极关注低空经济与通用航空领 域，持续聚焦低空飞行器对安全起降的核心需求。子公司博云东方，长沙鑫航是国家专精特新的企业。 ...

Market Overview - As of December 30, the Shanghai Composite Index closed at 3965.1159 points, unchanged at 0% [1] - The Shenzhen Component Index rose by 0.49%, closing at 13604.067 points [1] Top Gainers in Hunan Stocks - *ST Zhanggu opened at 7.570 and closed at 7.570, with a gain of 4.99% [2] - *ST Gaosi opened at 8.230 and closed at 8.550, with a gain of 4.14% [2] - Mengjie Co., Ltd. opened at 3.910 and closed at 4.030, with a gain of 2.81% [2] - Keli'er opened at 13.390 and closed at 13.610, with a gain of 2.48% [2] - Changlan Technology opened at 18.310 and closed at 18.890, with a gain of 1.94% [2] Top Losers in Hunan Stocks - Hengli Tui opened at 0.160 and closed at 0.150, with a loss of 11.76% [3] - Dianguang Media opened at 11.580 and closed at 10.350, with a loss of 10.00% [3] - Boyun New Materials opened at 12.050 and closed at 11.720, with a loss of 4.95% [3] - Hunan Silver opened at 6.960 and closed at 6.990, with a loss of 3.98% [3] - *ST Biology opened at 9.190 and closed at 8.830, with a loss of 3.29% [3]

今年以来博云新材已经5次登上龙虎榜，最近一次登上龙虎榜为12月26日，当日龙虎榜净买入-1.07亿 元；买入总计2.54亿元 ，占总成交额比9.38%；卖出总计3.61亿元 ，占总成交额比13.34%。 资料显示，湖南博云新材料股份有限公司位于湖南省长沙市岳麓区雷锋大道346号，成立日期1994年8月 12日，上市日期2009年9月29日，公司主营业务涉及航空机轮刹车系统及刹车材料、航天用碳/碳复合材 料、高性能硬质合金和稀有金属粉体材料等产品的研发、生产与销售。主营业务收入构成为：高性能硬 质合金及相关材料63.67%，航空航天及民用碳/碳复合材料33.17%，其他3.16%。 资金流向方面，主力资金净流入2286.03万元，特大单买入5270.01万元，占比12.96%，卖出2275.81万 元，占比5.60%；大单买入6545.84万元，占比16.09%，卖出7254.00万元，占比17.84%。 博云新材今年以来股价涨84.59%，近5个交易日涨22.82%，近20日涨30.39%，近60日涨53.57%。 博云新材所属申万行业为：国防军工-航空装备Ⅱ-航空装备Ⅲ。所属概念板块包括：无人机、商业航天 ...

资金流向方面，今日该股主力资金净流出2.30亿元，其中，特大单净流出2.15亿元，大单资金净流出 1463.84万元。近5日主力资金净流入6533.43万元。 融资融券数据显示，该股最新（12月25日）两融余额为2.88亿元，其中，融资余额为2.88亿元，融券余 额为61.70万元。近5日融资余额合计增加518.15万元，增幅为1.84%，融券余额合计增加53.45万元，增 幅647.55%。（数据宝） 博云新材12月26日交易公开信息 博云新材今日平盘报收，全天换手率37.02%，成交额27.10亿元，振幅10.90%。龙虎榜数据显示，机构 净买入5665.72万元，营业部席位合计净卖出1.72亿元。 深交所公开信息显示，当日该股因日换手率达37.02%上榜，机构专用席位净买入5665.72万元。 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5.33亿元，其中，买入成交额为2.09亿 元，卖出成交额为3.24亿元，合计净卖出1.15亿元。 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、买二、买三、卖五，合计买入 金额1.48亿元，卖出金额9183.21万元，合计净买入5665. ...

Core Viewpoint - The aviation equipment sector experienced a significant increase of 2.98% on December 25, with Guanglian Aviation leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3959.62, up by 0.47%, while the Shenzhen Component Index closed at 13531.41, up by 0.33% [1]. - Guanglian Aviation saw a remarkable rise of 19.99%, closing at 31.21, with a trading volume of 543,100 shares and a transaction value of 1.668 billion [1]. - Other notable performers included Boyun New Materials, which increased by 10.04% to 12.39, and Aviation Power Technology, which rose by 10.00% to 36.52 [1]. Group 2: Capital Flow - The aviation equipment sector recorded a net inflow of 1.106 billion in main funds, while retail investors experienced a net outflow of 309 million [2][3]. - Guanglian Aviation attracted a net inflow of 244 million from main funds, despite a net outflow of 162 million from speculative funds [3]. - Aviation Power Technology also saw a net inflow of 217 million from main funds, with retail investors withdrawing 117 million [3].

| 连板服 | A 2425 | | | --- | --- | --- | | | | 截至收盘斩获连板个股 | | 股票名称 | 连板天数 | 所属概念 | | 胜通能源 | 10 | 燃气 | | 嘉美包装 | 7 | 包装 | | 神剑股份 | 6 | 商业航天 | | 创元科技 | 4 | 商业航天 | | 合兴包装 | 4 | 包装 | | *ST宇顺 | 4 | 电子元件 | | *ST云网 | 4 | 光伏 | | *ST建艺 | 4 | 建筑 | | 安通控股 | 4 | 交通运输 | | 圣晖集成 | র | 建筑 | | 九鼎新材 | 3 | 商业航天 | | 航天工程 | 3 | 工业机械 | | 博云新材 | 2 | 商业航天 | | 隆墓机械 | 2 | 商业航天 | | ST八菱 | 2 | 汽车零部件 | | 锋龙股份 | 2 | 机器人 | | 金时科技 | 2 | 储能 | | 直真科技 | 2 | 商业航天 | | 超捷股份 | 2 | 商业航天+人形机器人 | | --- | --- | --- | | 中国卫星 | 2 | 商业航天 | | 厦门国贸 | 2 | 工业 ...

日涨幅：+10.04% 亮点：国内固体火箭发动机碳/碳复合材料核心供应商，产品独家配套快舟系列火箭，并为朱雀三号等 提供热防护系统，是火箭发动机热防护材料龙头。 再升科技（603601.SH） 最新股价：11.97元 日涨幅：+10.02% 亮点：子公司嘉业航空为航天科技集团一级供应商，为星网工程等提供卫星天线、反射器等复合材料零 部件，并为民营火箭企业提供箭体结构件。 博云新材（002297.SZ） 最新股价：12.39元 今日A股市场，商业航天板块成为最耀眼的明星。板块内个股集体走强，呈现全线涨停的强势格局，从 核心部件到卫星制造，产业链各环节龙头公司备受资金追捧，神剑股份、博云新材、再升科技、上海港 湾、大业股份领涨，题材相关企业整理如下： 神剑股份（002361.SZ） 最新股价：12.13元 日涨幅：+9.97% 亮点：获AS9100D航空航天体系认证，向SpaceX供应超高温绝热材料用于火箭热防护，同时也是国内 商业火箭企业的重要材料供应商。 上海港湾（605598.SH） 最新股价：61.90元 日涨幅：+10.01% 亮点：控股子公司伏羲光伏聚焦商业航天空间电源系统，其钙钛矿太阳电池及电源系统 ...

A股开盘指数表现分化，沪指低开0.08%，创业板指涨0.11%。商业航天概念股持续发酵，能源金属题材调整，锂矿方向领跌；黄金、算力题材概 念股跌幅居前。稳定币、两岸融合概念股局部活跃。 港股因假期于昨日提前收市，本周交易收官，恒指收涨0.17%，恒科指收涨0.19%。 国内商品期市开盘涨跌参半，乙二醇涨2.30%，鸡蛋涨0.96%，钯金跌9.60%，铂期货跌超7%，沪锡跌2.60%，碳酸锂跌2.54%，焦炭跌0.83%，燃 油跌0.32%，集运指数(欧线)跌0.21%。 国债期货开盘多数上涨，30年期主力合约涨0.12%报112.910元，10年期主力合约持平于108.210元，5年期主力合约跌0.01%报106.010元，2年期主 力合约涨0.01%报102.532元。 9:53 商业航天概念股持续发酵，博云新材二连板，天奥电子涨停，广联航空、超捷股份等大涨。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 涨跌 | | --- | --- | --- | --- | --- | | 300900 | 广联航空 | 31.21 | 19.99% | 5.20 | | 301005 | 超捷股份 | 128 ...