中国卫星、信科移动、有研粉材盘中创新高，中超控股3连板，雷科防务、宏英智能2连板，航天发展、 信维通信、天银机电、睿创微纳跟涨。 中国卫星、信科移动、有研粉材盘中创新高，中超控股3连板，雷科防务、宏英智能2连板，航天发展、 信维通信、天银机电、睿创微纳跟涨。 (本文来自第一财经) (本文来自第一财经) ...

格隆汇12月30日｜A股商业航天概念股继续强势，其中，雷科防务(2连板)、华菱线缆、中超控股(3连板)、 大业股份(5连板)、中国卫通涨停，中天火箭、硕贝德涨超9%，航天发展涨超8%，有研粉材、中国卫星、 信维通信、中航重机涨超7%，沃格光电、中集集团涨超6%。 2025年末，中国商业航天以一系列密集动态展现出强劲的发展势头。12月23日，长征十二号甲遥一运载火 箭在东风商业航天创新试验区发射升空，这款我国第二款首飞即尝试回收的液氧甲烷火箭成功入轨，虽未 实现一子级回收，但为可回收技术积累了宝贵数据。三天后，长征八号甲火箭在海南商业航天发射场取得 其本年度的第六次成功发射。这些事件标志着中国商业航天已进入高频率发射与系统化突破的新时期。 行业数据印证了这一趋势。据第三届商业航天发展大会发布的《中国商业航天产业发展报告(2025)》， 2025年截至11月，全球平均每月发射超过26次，全球航天进入"周更发射时代"。其中，中国2025年已进行 87次(成功84次)发射，民营商业火箭企业执行23次发射任务，入轨航天器324颗。 MACD金叉信号形成，这些股涨势不错！ 《报告》显示，中国的商业航天产业规模已达到2.5 ...

12月30日，A股商业航天概念股继续强势，其中，雷科防务(2连板)、华菱线缆、中超控股(3连板)、大业股 份(5连板)、中国卫通涨停，中天火箭、硕贝德涨超9%，航天发展涨超8%，有研粉材、中国卫星、信维通 信、中航重机涨超7%，沃格光电、中集集团涨超6%。 2025年末，中国商业航天以一系列密集动态展现出强劲的发展势头。12月23日，长征十二号甲遥一运载火 箭在东风商业航天创新试验区发射升空，这款我国第二款首飞即尝试回收的液氧甲烷火箭成功入轨，虽未 实现一子级回收，但为可回收技术积累了宝贵数据。三天后，长征八号甲火箭在海南商业航天发射场取得 其本年度的第六次成功发射。这些事件标志着中国商业航天已进入高频率发射与系统化突破的新时期。 行业数据印证了这一趋势。据第三届商业航天发展大会发布的《中国商业航天产业发展报告(2025)》， 2025年截至11月，全球平均每月发射超过26次，全球航天进入"周更发射时代"。其中，中国2025年已进行 87次(成功84次)发射，民营商业火箭企业执行23次发射任务，入轨航天器324颗。 同时，我国商业火箭发射频次持续加密，千帆星座、GW星座等大型星座加速组网，海南商业航天发射场 ...

Group 1 - The A-share commercial aerospace concept stocks continue to show strong performance, with several companies experiencing significant price increases, including LeiKe Defense, Hualing Cable, and Zhongchao Holdings, among others [1] - Notable stock performances include LeiKe Defense with a 10.03% increase and a market capitalization of 15 billion, and China Satellite with a 7.44% increase and a market capitalization of 111.8 billion [2] - The commercial aerospace sector is witnessing a surge in stock prices, with multiple companies achieving consecutive trading limits, indicating strong investor interest and confidence in the sector [1][2] Group 2 - The Chinese commercial aerospace industry is entering a new phase characterized by high-frequency launches and systematic breakthroughs, as evidenced by the successful launches of the Long March 12 and Long March 8 rockets [1] - According to the "China Commercial Aerospace Industry Development Report (2025)," the global average monthly launches have exceeded 26, with China conducting 87 launches (84 successful) in 2025, showcasing a significant increase in launch frequency [3] - The commercial aerospace industry in China has reached a scale of 2.5 to 2.8 trillion, with an annual compound growth rate exceeding 20%, and the number of commercial aerospace companies surpassing 600 [3]

截至12月29日，A股两融余额为25517.34亿元，较上一交易日增加84.04亿元，占A股流通市值比例为2.59%。当日两融交易额为2300.53亿元，较上一交易日 减少96.96亿元，占A股成交额的10.65%。 个股方面，53只个股获融资净买入额超1亿元。紫金矿业获融资净买入额居首，净买入6.58亿元；融资净买入金额居前的还有中国铝业、沪电股份、雷科防 务、寒武纪、中际旭创、航天电子、德明利、先导智能、洛阳钼业等。 | 序号 | | | | | --- | --- | --- | --- | | | 证券代码 ◆ | 证券简称 ◆ | 交易日期( | | 7 | 601899.SH | 紫金矿业 | 2025-12-29 | | 2 | 601600.SH | 中国铝业 | 2025-12-29 | | ന | 002463.SZ | 沪电股份 | 2025-12-29 | | ব | 002413.SZ | 雷科防务 | 2025-12-29 | | 5 | 688256.SH | 寒武纪 | 2025-12-29 | | 6 | 300308.SZ | 中际旭创 | 2025-12-29 | | 7 ...

每经AI快讯，12月30日，商业航天板块再度拉升，中国卫星（600118）、信科移动、有研粉材盘中创 新高，中超控股（002471）3连板，雷科防务（002413）、宏英智能（001266）2连板，航天发展 （000547）、信维通信（300136）、天银机电（300342）、睿创微纳跟涨。 ...

商业航天概念延续强势，神剑股份8连板，金风科技、雷科防务等十余股涨停。碳纤维概念表现活跃， 吉林化纤、和顺科技双双涨停。（中经实习记者 孙小琴 记者 夏欣 北京报道） 【沪指实现"九连阳" 商业航天、人形机器人概念延续强势上涨态势】12月29日，三大指数涨跌不一， 沪指微涨走出九连阳，创业板指一度跌超1%。沪深两市成交额2.14万亿元，较上一个交易日缩量209亿 元。盘面上，全市场超3300只个股下跌。 从板块来看，机器人概念午后反复活跃，步科股份20cm涨停创历史新高，五洲新春、模塑科技等多股 涨停。 ...

Market Overview - The Shanghai Composite Index has achieved a nine-day winning streak, with a total market turnover of 2.16 trillion yuan, a decrease of 234 billion yuan compared to the previous trading day [1] - Carbon fiber and chemical fiber sectors have risen, while lithium mining, dairy, battery, and power sectors have declined [1] Stock Performance - A total of 72 stocks hit the daily limit up, with 18 stocks achieving consecutive limit ups, and 26 stocks failed to close at the limit, resulting in a closing rate of 73% (excluding ST and delisted stocks) [3] - Notable stocks include: - Victory Energy with 12 consecutive limit ups due to a change in control and LNG trading [4] - Jia Mei Packaging with 9 consecutive limit ups, also due to a change in control [4] - Shen Jian Co. with 8 consecutive limit ups, driven by commercial aerospace concepts [4] Top Gainers and Losers - The top three stocks with the highest net buying on the Dragon and Tiger list are: - Tuo Wei Information with a net buying of 8.57 billion yuan [6] - Lei Ke Defense with a net buying of 4.58 billion yuan [6] - Mai Wei Co. with a net buying of 4.21 billion yuan [6] - The top three stocks with the highest net selling are: - Dong Bai Group with a net selling of 4.02 billion yuan [7] - China Satellite with a net selling of 3.73 billion yuan [7] - Zai Sheng Technology with a net selling of 1.44 billion yuan [7] Sector Highlights - Tuo Wei Information is focusing on AI and robotics, showcasing new products at the Huawei Connect Conference and forming strategic partnerships for talent development [8] - Lei Ke Defense has developed a comprehensive satellite application business and possesses capabilities in radar system design and production, applicable in defense and transportation sectors [11] - Mai Wei Co. is optimistic about the domestic market for HBM (High Bandwidth Memory) technology, with significant growth in semiconductor equipment orders [14] Trading Dynamics - The trading dynamics show significant activity in stocks related to commercial aerospace and robotics, with institutions actively participating in buying and selling [19][20] - The involvement of institutional investors is notable, with specific stocks like Tian Ji Co. and Jia Yuan Technology seeing substantial net buying from institutions [19][20]

Group 1 - The stock market shows significant net buying activity, with top net purchases in stocks like Tianji Co., Jiayuan Technology, and Yingfeite, amounting to 168 million, 102 million, and 85.6 million respectively [4][9] - The stocks with the highest closing prices include Maiwei at 205.32, followed by Tianji at 49.7, and Hengbo at 139.09, indicating strong investor interest in these companies [6][9] - The defense sector, represented by companies like LeiKe and HaiGe, shows notable price increases, with LeiKe rising by 9.97% and HaiGe by 10.04%, reflecting positive market sentiment [2][9] Group 2 - The net buying amount from the Shanghai-Hong Kong Stock Connect is led by China Satellite, with a net purchase of 403 million, indicating strong institutional interest [8] - The Shenzhen-Hong Kong Stock Connect shows significant net buying in Aerospace Development, with a net purchase of 387 million, highlighting investor confidence in the aerospace sector [9] - The overall trading volume and turnover rates are high, with stocks like Maiwei and Hengbo showing turnover rates of 10.34% and 11.89% respectively, suggesting active trading and liquidity in these stocks [6][9]

二、板块个股主力大单资金 龙虎榜方面，锂电池人气股天际股份遭多路资金激烈博弈，其中两家机构买入1.68亿，北向资金买入3.21亿，而三家实力游资（国盛证券宁波桑田路、国投 证券西安朱雀大街、国泰海通证券上海江苏路）分别卖出1.33亿、1.31亿、1.14亿。多只商业航天概念股遭机构抛售，其中金风科技遭四家机构卖出3.74亿， 通宇通讯遭四家机构卖出3.14亿，航天发展遭三家机构卖出3.18亿，广联航空遭四家机构卖出1.44亿，华菱线缆遭三家机构卖出1.27亿，雷科防务遭三家机构 卖出1.22亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1032.01亿，深股通总成交金额为1219.77亿。 | | | 沪股通（ 12月29日 ） | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 三十四年来 | 29.05 | | 2 | 688256 | 其武纪 | 28.35 | | 3 | 601138 | 工业富联 | 16.31 | | 4 | 603986 | 兆易创新 | 16.03 | | 5 | 60 ...