12月25日盘初，商业航天概念股再度爆发，该板块本月多个交易日掀涨停潮，昨日盘中20余股涨停。 截至发稿，神剑股份6连板，广联航空、 博云新材、隆基机械、长江通信、 天奥电子、 再升科技等多 股涨停，航天软件、超捷股份涨超10%。 编辑 ｜ 钉钉 | 代码 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | --- | | 300900 | 广联航空 | +19.99% | 31.21 | | 301005 | 超捷股份 | +14.56% | 128.81 | | 688562 | 航天软件 | +13.61% | 23.46 | | 688270 | 臻镭科技 | +13.02% | 129.07 | | 002297 | 博云新材 | +10.04% | 12.39 | | 002363 | 隆基机械 | +10.03% | 10.31 | | 000551 | 创元科技 | +10.03% | 16.68 | | 002361 | 神剑股份 | +10.02% | 11.97 | | 600345 | 长江通信 | +10.02% | 32.73 | | 003007 | 直 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 根据喜娜AI异动分析，博云新材涨停原因可能如下，公司治理优化+业绩改善+商业航天概念： 1、公司 近期对信息披露、独立董事、审计委员会等12项制度进行修订，完善了公司治理结构，提升了规范运作 水平。并且通过28458万元债转股增资控股子公司，优化了子公司资本结构。公司三季度业绩大幅改 善，营收同比增长45.11%，净利润增长278.32%，现金流增长179.98%，这些积极因素为股价上涨提供 了支撑。 2、公司在商业航天和可控核聚变领域有一定布局。在商用航天领域，公司研发的碳/碳喉衬 材料已成功应用于我国的"快舟系列"商业航天固体运载火箭上；公司还依托相关技术开发了纳米钨铜复 合涂层，研制出的钨铜热沉 ...

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 301005 | 超捷股 份 | 20.00 | 22.48 | 42802.15 | 13.70 | | 002471 | 中超控 股 | 10.02 | 16.12 | 38389.60 | 33.92 | | 002297 | 博云新 材 | 9.96 | 11.61 | 20187.22 | 27.99 | | 301232 | 飞沃科 技 | 14.22 | 20.12 | 12617.45 | 12.35 | | 688102 | 斯瑞新 材 | 9.49 | 8.96 | 12360.37 | 5.40 | | 000988 | 华工科 技 | 0.81 | 4.56 | 11218.60 | 3.06 | 截至12月24日收盘，航空发动机概念上涨3.31%，位居概念板块涨幅第6，板块内，85股上涨，有研粉 材、超捷股份等20%涨停，中超控股、润贝航科、博云新 ...

证券之星消息，12月24日航空装备板块较上一交易日上涨2.4%，广联航空领涨。当日上证指数报收于 3940.95，上涨0.53%。深证成指报收于13486.42，上涨0.88%。航空装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300900 | 广联航空 | 26.01 | 11.58% | 60.90万 | | 15.30亿 | | 002297 | 博云新材 | 11.26 | 9.96% | 66.56万 | | 7.21亿 | | 605123 | 派克新材 | 89.00 | 6.55% | 9.74万 | | 8.48亿 | | 688281 | 华秦科技 | 69.72 | 5.64% | - 3.14万 | | 2.16亿 | | 300395 | 菲利华 | 108.95 | 5.57% | 46.44万 | | 49.67亿 | | 300424 | 航新科技 | 17.79 | 5.45% | 23.54万 | | 4.12亿 | ...

12月24日，商业航天板块低开高走，午后持续爆发。截至发稿，板块内大面积涨停，新劲刚、有研粉 材、超捷股份、新雷能20%涨停；此外，瑞华泰、谱尼测试、 九鼎新材、天通股份、中超控股、创元 科技、神剑股份等近20股涨停。 | 代码 | 名称 | 涨幅%v | 现价 | | --- | --- | --- | --- | | 920068 | 天工股份 | +20.82% | 21.70 | | 300629 | 新劲刚 | +20.02% | 22.66 | | 688456 | 有研粉材 | +20.00% | 64.14 | | 301005 | 超捷股份 | +20.00% | 112.44 | | 300593 | 新雷能 | +20.00% | 30.24 | | 688323 | 瑞华泰 | +19.98% | 23.24 | | 300887 | 谱尼测试 | +19.95% | 9.32 | | 300159 | *ST新研 | +18.40% | 3.41 | | 300136 | 信维通信 | +18.54% | 44.95 | | 300342 | 天银机电 | +13.02% | 29. ...

Core Viewpoint - The commercial aerospace sector experienced a significant rally on December 24, with many stocks reaching their daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - New Jingang (新劲刚) and Youyan Powder Materials (有研粉材) both achieved a 20% increase, while Superjet Co. (超捷股份) and New Ray Energy (新雷能) also hit the 20% limit up [1]. - Other notable stocks that reached their limit up include Ruihua Tai (瑞华泰), Puni Testing (谱尼测试), Jiuding New Materials (九鼎新材), Tiantong Co. (天通股份), and Zhongchao Holdings (中超控股), among nearly 20 stocks [1]. - The top performers included: - Tiangong Co. (天工股份) with a +20.82% increase, priced at 21.70 [2] - New Jingang (新劲刚) with a +20.02% increase, priced at 22.66 [2] - Youyan Powder Materials (有研粉材) with a +20.00% increase, priced at 64.14 [2] - Superjet Co. (超捷股份) with a +20.00% increase, priced at 112.44 [2] - New Ray Energy (新雷能) with a +20.00% increase, priced at 30.24 [2] Group 2: Additional Stock Highlights - Other stocks with notable increases included: - Ruihua Tai (瑞华泰) at +19.98%, priced at 23.24 [2] - Puni Testing (谱尼测试) at +19.95%, priced at 9.32 [2] - ST Xinyan (新研) at +18.40%, priced at 3.41 [2] - Xinwei Communication (信维通信) at +18.54%, priced at 44.95 [2] - Tianyin Electromechanical (天银机电) at +13.02%, priced at 29.68 [2] - Additional stocks that saw increases included: - Feiwo Technology (飞沃科技) at +12.07%, priced at 119.70 [2] - Huo Laiwo (霍莱沃) at +10.40%, priced at 54.03 [3] - Tiantong Co. (天通股份) at +10.04%, priced at 13.04 [3] - Zhongchao Holdings (中超控股) at +10.02%, priced at 5.49 [3] - Chuangyuan Technology (创元科技) at +10.01%, priced at 15.16 [3]

Group 1 - The commercial aerospace sector in A-shares remains hot, with 11 stocks hitting the daily limit up, and the leading stock, Shenjian Co., has gained over 60% in five trading days [1] - The commercial aerospace sector index has increased by over 20% in the last 24 trading days, indicating strong market performance [2] - Recent policy support, including the National Space Administration's action plan for commercial aerospace development and the establishment of a dedicated department, marks a shift from exploration to ecosystem building in China's commercial aerospace industry [2] Group 2 - Technological breakthroughs, such as reusable rocket technology and the successful launch of the Zhuque-3 rocket, are accelerating market growth and reducing launch costs [2] - Companies are actively disclosing their business collaborations in commercial aerospace, with Newray Energy indicating its power products are already in use for low-orbit satellites [3] - The collaboration of technology, capital, and policy is driving the industry's growth, although there are high technical barriers and long investment return cycles that may lead to speculative behaviors among some companies [3]

每经AI快讯，12月24日，商业航天概念股加速上攻，超捷股份（301005）、博云新材（002297）、合 众思壮（002383）等多股涨停。 ...

（文章来源：证券日报） 证券日报网讯 12月22日晚间，博云新材发布公告称，公司2025年第三次临时股东会审议通过《湖南博 云新材料股份有限公司关于以债转股方式向控股子公司增资的议案》等多项议案。 ...

博云新材公告，高创投按预披露计划于2025年12月5日至9日及2025年12月19日通过集中竞价分别以 10.12元/股减持410.28万股、10.29元/股减持162.72万股，合计减持573万股，占总股本1%，减持后持股 3272.72万股，占5.71%。 ...