| 权益类证券大宗交易(协议交易) | | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-05 | 002413 | 雷科防务 | 13.81 | 200.00 | 2,762.00信证券股份有限 | | 中信建投证券股份 | | | | | | | | 公司北京总部证券 | 有限公司南京龙园 | | | | | | | | 营业部 | 西路证券营业部 | 1月5日，雷科防务大宗交易成交200万股，成交额2762万元，占当日总成交额的6.67%，成交价13.81 元，较市场收盘价13.81元持平。 ...

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 ...

Group 1 - The A-share market opened positively in 2026, with the ChiNext Index leading the gains and the Shanghai Composite Index surpassing 4000 points, marking a twelve-day winning streak [1] - The commercial aerospace sector is experiencing significant activity, with multiple stocks hitting the daily limit up, including Leike Defense and China Satellite Communications [1] - China's space exploration initiatives are advancing, with plans for manned lunar missions and the Chang'e 7 mission aimed at finding water ice on the Moon [1] Group 2 - The brain-computer interface (BCI) sector is witnessing a surge, with individual stocks like Beiyikang hitting the daily limit up, reflecting a broader market trend [2] - Elon Musk's company Neuralink plans to begin large-scale production of BCI devices in 2026, which could revolutionize human-robot interaction and expand applications beyond medical needs [2] - The global BCI market is projected to grow to approximately $12.4 billion by 2034, with a CAGR of 17% from 2025 to 2034 [2] Group 3 - Goldman Sachs recommends overweighting Chinese stocks in 2026, predicting annual market growth of 15% to 20% for 2026 and 2027, driven by factors such as AI applications and the "going out" trend [2] - The current valuation of the Chinese stock market is significantly discounted compared to global peers, presenting potential investment opportunities [2]

Core Viewpoint - The A-share market opened positively in 2026, with the ChiNext Index leading gains and the Shanghai Composite Index surpassing 4000 points, marking a twelve-day consecutive rise [1] Market Performance - The commercial aerospace sector showed significant activity, with multiple stocks hitting the 20% daily limit up, including LeiKe Defense, China Satellite Communications, and others [1] - Notable stocks that achieved daily limit up include HaiGe Communication, Galaxy Electronics, and others, totaling around 20 stocks [1] Industry Developments - According to CCTV news, China's new aerospace blueprint is unfolding, with plans for manned lunar missions and the Chang'e 7 mission aimed at finding evidence of water ice on the Moon's south pole [1] - Multiple new rocket types are set to make their maiden flights and challenge recovery capabilities, indicating a strong push towards becoming a leading space power [1] Investment Opportunities - Open Source Securities Research Institute highlights that leading commercial aerospace companies, such as SpaceX and Tianbing Technology, plan to advance their IPO processes in 2026 [1] - The commercial aerospace sector is becoming a new hotspot in the capital market, driven by dual support from policy and industry development [1]

格隆汇1月5日丨雷科防务(002413.SZ)在投资者互动平台表示，公司卫星应用方向的遥感业务和公司的 微波元器件相关产品可应用于商业航天领域。 ...

Group 1 - The core viewpoint of the article highlights a significant surge in the storage chip sector, driven by strong performance in both the US and Korean markets, which has positively impacted A-share storage chip stocks [1] - Morgan Stanley predicts that the memory market will tighten by 2026, with manufacturing constraints and stronger demand leading to sustained price increases. The firm has raised its average price forecasts for DRAM by 62% and NAND by 75% for 2026 [1] - Macronix, a Taiwanese storage manufacturer, announced a 100% price increase for NAND products and a 50% increase for NOR products in the first quarter of 2026 [1] Group 2 - Notable stock performances include Jiangbolong, which rose over 14%, and Shanghai Xinyang and Xiechuang Data, both increasing by over 12%. Other companies like Raytheon Defense and Zhaoyi Innovation reached the daily limit of 10% increase [2] - The total market capitalization of Jiangbolong is 117.4 billion, while Shanghai Xinyang stands at 22.4 billion, and Xiechuang Data at 65.4 billion [2] - The MACD golden cross signal formation indicates a positive trend for these stocks, suggesting a favorable market outlook [2]

人民财讯1月5日电，商业航天概念反复活跃，雷科防务、银河电子、金风科技、烽火通信等涨停，云汉 芯城、飞沃科技、和顺电气、中国卫通等涨幅居前。 ...

雷科防务盘中涨停，已连收4个涨停板，截至9:25，该股报13.81元，换手率0.39%，成交量510.03万股， 成交金额7043.58万元，涨停板封单金额为10.81亿元。连续涨停期间，该股累计上涨46.45%，累计换手 率为64.86%。最新A股总市值达181.88亿元，A股流通市值178.57亿元。 证券时报·数据宝统计，两融数据来看，该股最新（12月31日）两融余额为10.24亿元，其中，融资余额 10.22亿元，较前一个交易日增加4148.10万元，环比增长4.23%，近4日累计增加3.08亿元，环比增长 43.18%。 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 | 9.99 | 13.40 | 27466.20 | | 2025.12.30 | 10.03 | 16.53 | 2408.69 | | 2025.12.29 | 9.97 | 34.53 | 112210.67 | | 2025.12.26 | 0.21 | 27.20 | -11815.37 | | 2 ...

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%。 ...