12月29日，三大指数涨跌不一，沪指微涨走出九连阳，从板块来看，商业航天概念延续强势，中国卫星 走出4连板，创出历史新高，总市值突破1000亿。神剑股份8连板，金风科技、雷科防务等19股涨停。 华泰证券认为，商业航天产业正从培育期进入壮大期，未来政策面或将通过优化行业准入、强化项目核 准、推动基础设施共建共享等措施，引导资源向核心技术突破和高附加值环节集中。 （文章来源：21世纪经济报道） 消息面上，《上海证券交易所发行上市审核规则适用指引第9号——商业火箭企业适用科创板第五套上 市标准》近日出台，旨在鼓励商业火箭企业开展关键核心技术产品研发创新，增强制度的包容性、适应 性，加快推进商业航天创新发展、主动服务航天强国战略。 ...

Core Viewpoint - The precious metals market experienced significant volatility, with silver prices dropping sharply, while the A-share market saw a pullback despite a strong start, resulting in the Shanghai Composite Index achieving a nine-day winning streak [2][12]. Group 1: Silver Market Dynamics - On December 29, silver futures on the Shanghai Futures Exchange fell over 2% at the close, with a high-to-low drop exceeding 12% [4][6]. - Spot silver prices briefly fell below $75 per ounce, with a decline of over 3% reported [7]. - Analysts attribute the drop in silver prices to profit-taking and progress in peace negotiations between Trump and Zelensky regarding the Russia-Ukraine conflict, which has temporarily pressured gold and silver [8]. Group 2: Silver and Gold Performance - Year-to-date, silver has surged by 181%, outperforming gold, driven by factors such as being recognized as a critical mineral by the U.S., tight supply, low inventories, and increased industrial and investment demand [8]. - Gold has also seen a significant increase of 72% this year, with multiple historical highs reached, influenced by expectations of further U.S. interest rate cuts, geopolitical tensions, strong central bank demand, and rising ETF holdings [8]. - Analysts suggest that if the next Federal Reserve chair adopts a dovish policy, gold could potentially reach $5,000 per ounce by next year, while silver may aim for $100 per ounce by 2026 if interest rates drop and industrial demand remains strong [8]. Group 3: A-share Market Overview - On December 29, the Shanghai Composite Index closed slightly higher, achieving a nine-day winning streak with a gain of 0.04%, while the Shenzhen Component and ChiNext Index fell by 0.49% and 0.66%, respectively [12]. - A total of 1,995 stocks rose, with 87 hitting the daily limit, while 3,332 stocks declined [13]. Group 4: Sector Performance - The commercial aerospace sector continued to show strength, with stocks like China Satellite and Shenjian Co. hitting the daily limit [15]. - Robotics sector stocks remained active, with companies such as Awei New Materials and Buke Co. reaching their daily limit and achieving new highs [16]. - The carbon fiber sector also saw gains, with stocks like Heshun Technology and Jilin Chemical Fiber hitting the daily limit [18]. - Digital currency concept stocks surged, with Yuyin Co. and Cuiwei Co. reaching their daily limit following the announcement of a new digital RMB management framework by the People's Bank of China [20].

转自：智通财经 【12月29日涨停分析】智通财经12月29日电，今日全市场共72股涨停，连板股总数18只，26股封板未 遂，封板率为73%（不含ST股、退市股）。焦点股方面，实控人变更的胜通能源12连板、嘉美包装9连 板、锋龙股份4连板，商业航天概念股神剑股份8连板、中国卫星4连板、鲁信创投4连板、大业股份4连 板。 ...

Market Overview - The A-share market experienced fluctuations, with the Shanghai Composite Index closing up 0.04% at 3965.28 points, marking a nine-day rise, while the Shenzhen Component Index fell 0.49% to 13537.1 points, and the ChiNext Index dropped 0.66% to 3222.61 points. The total trading volume in both markets reached 2.14 trillion yuan, with over 3300 stocks declining [1] Hot Sectors - The commercial aerospace sector continued to show strength, with over ten stocks hitting the daily limit, including Shenjian Co. with eight consecutive limit-ups. The recent announcement from the Shanghai Stock Exchange regarding new listing rules for commercial rockets is expected to drive demand in related industries such as satellite manufacturing and ground equipment [2] - The brain-computer interface sector saw significant gains, with stocks like Haige Communication and Xilinmen hitting the daily limit. This surge followed the opening of the Fifth Frontier Brain Science and Industry Conference, which launched the "Guangdong-Hong Kong-Macao Greater Bay Area Brain Science and Central Nervous System Disease AI Innovation Alliance" [3] - The carbon fiber sector experienced a rally, with stocks like Heshun Technology and Jilin Chemical Fiber hitting the daily limit. This was influenced by Toray's announcement of a price increase for its carbon fiber products, expected to improve market conditions [4] - The robotics sector remained active, with stocks such as Awat New Materials and Buke Co. hitting the daily limit and reaching historical highs. The establishment of a humanoid robot standardization committee is anticipated to drive growth in specialized robotics [5] Institutional Insights - CITIC Securities noted that a year-end market rally has begun, driven by optimistic expectations among institutional investors, improved overseas liquidity, and a series of policy announcements. Key sectors to watch include non-ferrous metals and AI computing power, with commercial aerospace remaining the primary focus [6] - Guosheng Securities suggested that the market is likely to confirm its direction before the holiday, despite ongoing adjustments. They highlighted the potential for a mid-term reversal in various sectors [8] - Huatai Securities indicated that while the overseas environment has improved, the A-share market may still experience volatility in the short term due to a lack of cohesive funding and ongoing policy uncertainties. They recommend focusing on sectors with improving fundamentals, such as batteries and certain chemicals [9]

Group 1 - The core viewpoint of the news is that Shenjian Co., Ltd. has seen significant stock performance, achieving an 8-day consecutive limit-up and a total market capitalization of 13.78 billion yuan, with a monthly increase of 128.55% [1][3] - Shenjian Co., Ltd. is a supplier for major aerospace companies and has begun supplying components for the commercial aerospace sector, aligning with current market trends and supporting its performance growth [3][4] - The company has clarified that there are no undisclosed significant matters affecting its stock price, and its business structure focuses on "chemical new materials + high-end equipment manufacturing," with a strong emphasis on aerospace and rail transportation sectors [4] Group 2 - The company's recent performance remains stable, with a reported revenue of 1.834 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 5.64%, and a net profit of 30.32 million yuan, up 3.81% year-on-year [5] - The commercial aerospace sector in China is experiencing positive developments, including the establishment of a dedicated regulatory body and new investment initiatives aimed at enhancing the industry [6] - Industry forecasts indicate a strong growth trajectory for commercial aerospace, with expectations of reaching an annual output value of 85 billion yuan by 2030, driven by technological advancements and increased collaboration within the industry [7][8]

Core Viewpoint - Shenjian Co., Ltd. has seen significant stock performance, achieving an 8-day consecutive limit-up, with a current stock price of 14.49 yuan per share and a total market capitalization of 13.78 billion yuan, reflecting a monthly increase of 128.55% [1][10] Company Overview - Shenjian Co., Ltd. is a supplier to major aerospace companies, including China Aerospace Science and Technology Corporation, and has initiated business in the commercial aerospace sector, aligning with current market trends [3][10] - The company operates under a dual business strategy of "chemical new materials + high-end equipment manufacturing," with a focus on high-end equipment manufacturing as a growth driver [4][11] Financial Performance - For the first three quarters of 2025, Shenjian Co., Ltd. reported revenue of 1.834 billion yuan, a year-on-year increase of 5.64%, and a net profit attributable to shareholders of 30.32 million yuan, up 3.81% year-on-year, indicating steady growth in both revenue and profit [5][12] Industry Context - The commercial aerospace sector in China is experiencing favorable policy developments, which have led to increased attention on related stocks in the A-share market [3][6] - Recent regulatory advancements include the establishment of the Commercial Aerospace Administration and the issuance of action plans by the National Space Administration, which are expected to enhance the industry's growth [7][13] - The industry is projected to evolve towards "low-cost, high-frequency" operations, with forecasts suggesting that by 2030, the annual output value of rocket launches and satellite manufacturing in China could reach 85 billion yuan [8][14] Market Outlook - Analysts express positive expectations for the commercial aerospace sector, highlighting that policy relaxations and technological breakthroughs will provide financing opportunities for companies in this field [14][15] - The current market environment is seen as an opportune time for investment, particularly in sectors such as commercial aerospace, robotics, chips, and semiconductors [15]

Market Overview - The three major indices showed mixed performance in early trading, with the Shanghai Composite Index rising by 0.31% and the ChiNext Index falling by 0.32%. The total trading volume in the Shanghai and Shenzhen markets was 1.4 trillion yuan, a decrease of 54.6 billion yuan compared to the previous trading day [1][11]. Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with over 10 stocks hitting the daily limit. Notably, Shenjian Co. achieved an 8-day consecutive limit-up. Other stocks like Zhongchao Holdings and Aerospace Development also saw significant gains [1][11]. - On December 26, the Shanghai Stock Exchange released guidelines for commercial rocket companies, indicating a shift from the cultivation phase to a growth phase for the commercial aerospace industry. Future policies may focus on optimizing industry access and promoting infrastructure sharing [3][12]. Robotics Sector - The robotics sector remained active, with stocks like Fenglong Co. and Wuzhou Xinchun hitting the daily limit. The Ministry of Industry and Information Technology held a meeting to establish standards for humanoid robots, which may further stimulate the sector [5][15]. - Companies such as Shengtong Energy and Jiamai Packaging have also shown strong performance, with Shengtong Energy achieving a 12-day consecutive limit-up [1][16]. Carbon Fiber Sector - The carbon fiber sector exhibited strong performance, with stocks like Jilin Chemical Fiber and Heshun Technology hitting the daily limit. The price of carbon fiber products is expected to rise by 10% to 20% starting January 2026, as announced by Toray Industries [7][21]. - Analysts believe that the carbon fiber industry is entering a recovery phase, with a clear differentiation in market competition. High-performance requirements in aerospace and renewable energy sectors are driving demand [7][21]. Precious Metals Sector - The precious metals sector, particularly silver, saw significant gains, with silver futures rising over 10% and spot silver increasing by more than 1%. Stocks like Hunan Silver and Baiyin Youse hit the daily limit [7][23]. - The main silver futures contract reached a new high of 19,937 yuan per kilogram, reflecting strong market interest [7][23]. Digital Currency Developments - The People's Bank of China has introduced an action plan for digital currency, set to officially launch on January 1, 2026. As of November 2025, digital yuan transactions totaled 34.8 billion, amounting to 16.7 trillion yuan [34].

Group 1: Aerospace Industry Developments - The aerospace equipment sector saw a strong rally, with the index rising over 3% and reaching a new historical high [2][12] - The Shanghai Stock Exchange released guidelines supporting commercial rocket companies to list on the Sci-Tech Innovation Board, which is crucial for the commercialization phase of the industry [4][14] - According to Wind statistics, at least five rocket companies are currently in the IPO process, with the commercial aerospace industry expected to reach a total financing of 18.6 billion yuan by 2025, a 32% year-on-year increase [4][14] Group 2: Wind Power Industry Growth - The wind power sector experienced significant gains, with the index rising over 3% to a two-and-a-half-month high, and several companies hitting their daily price limits [7][16] - Since the signing of a self-regulatory agreement among wind turbine manufacturers, the bidding price for wind turbines has not fallen below 1,400 yuan per kilowatt, establishing a cost baseline [18] - By the end of Q3 2025, China's cumulative wind power capacity is projected to reach 582 million kilowatts, a 21.3% increase year-on-year, with significant revenue growth in the wind power industry [9][18]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者丨金珊 12月29日，早盘A股三大指数涨跌不一，创业板指翻红后再度回落，截至午间收盘，沪指涨0.31%，深 成指涨0.03%，创业板指跌0.32%。沪深两市半日成交额1.4万亿，较上个交易日缩量578亿，全市场超 3400只个股下跌。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3975.92 | 13607.39 | 3233.53 | | +12.24 +0.31% | +3.50 +0.03% | -10.35 -0.32% | | 跌3446 | | 涨1854 > | 具体板块来看，商业航天概念延续强势，10余只成分股涨停，其中神剑股份8连板，金风科技、雷科防 务等涨停。消息面上，12月26日，上交所公布《上海证券交易所发行上市审核规则适用指引第9号—— 商业火箭企业适用科创板第五套上市标准》，支持正处于大规模商业化关键时期的商业火箭企业，适用 第五套上市标准登陆科创板。 | 商业航天 0 | | | | | --- | --- | --- | --- | | 2251.09 ...

Core Viewpoint - The article discusses the mixed performance of the A-share market, highlighting the strong momentum in the commercial aerospace sector and the significant rise in precious metals, particularly silver, while noting declines in the consumer sector. Group 1: A-share Market Performance - On December 29, the A-share market showed mixed results with the Shanghai Composite Index up by 0.31% and the Shenzhen Component Index up by 0.03%, while the ChiNext Index fell by 0.32% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, a decrease of 578 billion yuan compared to the previous trading day, with over 3,400 stocks declining [1] Group 2: Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with over ten constituent stocks hitting the daily limit, including Shenjian Co. with eight consecutive limit-ups, and Jin Feng Technology and Leike Defense also reaching the limit [3] - The Shanghai Stock Exchange announced new guidelines supporting commercial rocket companies to list on the Sci-Tech Innovation Board, which is expected to facilitate the growth of the commercial aerospace industry [3] - According to Zhongtai Securities, the global commercial aerospace industry is anticipated to enter a period of explosive growth over the next two years, driven by accelerated technological iteration and increasing demand for launch services and satellite networking [5] Group 3: Precious Metals Sector - The precious metals sector experienced volatility but ultimately strengthened, with silver leading the gains. The main silver futures contract rose over 8% during the day, and spot silver surged by more than 5%, reaching historical highs [6] Group 4: Humanoid Robotics Sector - The humanoid robotics sector saw significant gains, with stocks like Fenglong Co. achieving four consecutive limit-ups, and other companies such as Mould Technology and Wuzhou New Spring also hitting the limit [6] - The Ministry of Industry and Information Technology announced the establishment of a standardization committee for humanoid robots, which will focus on developing industry standards for key technologies and applications [9] - Huajin Securities noted that the commercialization of humanoid robots is expected to accelerate due to a substantial increase in the number of new product releases and growing order volumes [9] Group 5: Consumer Sector Decline - The consumer sector faced declines, particularly in retail and dairy industries, with companies like Baida Group hitting the daily limit down and Huangshi Group experiencing significant drops [10]