每经AI快讯，1月12日，雷科防务（002413）发布异动公告，公司股票2025年12月29日至2026年1月12 日连续9个交易日内收盘价格涨跌幅偏离值累计达到106.67%，短期内涨幅较大，显著偏离大盘指数， 但公司基本面未发生重大变化，存在市场情绪过热、股价短期涨幅较大后续下跌的风险，如未来公司股 票价格进一步异常上涨，公司可能申请停牌核查。 ...

证券代码：002413 证券简称：雷科防务 公告编号：2026-003 债券代码：124012 债券简称：雷科定02 北京雷科防务科技股份有限公司 股票交易严重异常波动暨风险提示公告 本公司及董事会全体成员保证本公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、北京雷科防务科技股份有限公司（以下简称"公司"）股票 2025 年 12 月 29 日至 2026 年 1 月 12 日连续 9 个交易日内收盘价格涨跌幅偏离值（深证 A 股指数）累计达到 106.67%，短期内涨幅较大，显著偏离大盘指数，但公司基本 面未发生重大变化，存在市场情绪过热、股价短期涨幅较大后续下跌的风险，如 未来公司股票价格进一步异常上涨，公司可能申请停牌核查，敬请广大投资者注 意二级市场交易风险，理性决策，审慎投资； 2、2024 年度及 2025 年前三季度，公司归属于上市公司股东的净利润均为 负值，分别为-39,603.46 万元和-9,061.33 万元，敬请广大投资者注意公司经营 业绩风险。 一、股票交易严重异常波动情况 公司（证券名称：雷科防务，证券代码：002413）股票交易连续 9 个交易 ...

沪指1月12日上涨1.09%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为传媒、计算机，涨 幅分别为7.80%、7.26%。国防军工行业位居今日涨幅榜第三。跌幅居前的行业为石油石化、煤炭、房 地产，跌幅分别为1.00%、0.47%、0.29%。 资金面上看，两市主力资金全天净流出274.68亿元，今日有11个行业主力资金净流入，计算机行业主力 资金净流入规模居首，该行业今日上涨7.26%，全天净流入资金157.74亿元，其次是传媒行业，日涨幅 为7.80%，净流入资金为53.91亿元。 国防军工行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600879 | 航天电子 | 10.00 | 12.24 | -65618.93 | | 300762 | 上海瀚讯 | 9.02 | 23.19 | -63067.46 | | 601698 | 中国卫通 | 10.00 | 6.22 | -59726.94 | | 002625 | 光启技术 | 3.90 | 4.25 | -48 ...

近半年该股累计上榜龙虎榜19次，上榜次日股价平均涨3.19%，上榜后5日平均涨15.43%。 资金流向方面，今日该股主力资金净流入4.97亿元，其中，特大单净流入6.40亿元，大单资金净流出 1.42亿元。近5日主力资金净流出19.64亿元。 雷科防务今日涨停，全天换手率38.24%，成交额95.17亿元，振幅11.83%。龙虎榜数据显示，机构净买 入2.35亿元，深股通净卖出1.25亿元，营业部席位合计净卖出1663.32万元。 深交所公开信息显示，当日该股因日涨幅偏离值达7.95%上榜，机构专用席位净买入2.35亿元，深股通 净卖出1.25亿元。 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26.25亿元，其中，买入成交额为13.59亿 元，卖出成交额为12.66亿元，合计净买入9323.08万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买四、买五，合计买入金额3.12亿 元，卖出金额7663.70万元，合计净买入2.35亿元，深股通为第一大买入营业部及第一大卖出营业部，买 入金额为4.55亿元，卖出金额为5.80亿元，合计净卖出1.25亿元。 | 18746.18 126 ...

Market Overview - The market showed strong fluctuations throughout the day, with all three major indices rising over 1%, and the Shanghai Composite Index achieving a 17-day consecutive rise [1] - AI application sectors experienced a significant surge, with stocks like BlueFocus and Hand Information hitting the daily limit [1] - The commercial aerospace concept continued its strong performance, with China Satellite and China Satcom both reaching new highs [1] - The brain-computer interface concept was also active, with stocks like DaoTech and Yanshan Technology hitting the daily limit [1] - Over 4,100 stocks in the Shanghai, Shenzhen, and Beijing markets rose, with a total transaction volume of 3.64 trillion, setting a new record for daily trading in A-shares [1] AI Marketing - The AI marketing concept saw a wave of limit-up stocks, including Gravity Media, Leo Holdings, and BoRui Communication [4] - Elon Musk announced on social media that he would open-source the latest content recommendation algorithm for the X platform within a week, interpreted by the market as his entry into the GEO space [4] - DeepSeek is set to release its next-generation flagship AI model, DeepSeek V4, in February, which reportedly outperforms major models like Anthropic Claude and OpenAI GPT series in programming capabilities [4][7] - Anthropic's Claude Code received a significant update, marking a new phase in global AI programming competition [4] Aerospace Sector - The aerospace sector continued to rise, with stocks like Luxin Investment, Goldwind Technology, and Daye Shares hitting the daily limit [10] - China applied for frequency resources for over 200,000 satellites, indicating a strategic national-level initiative [11] - Experts believe that the establishment of the Radio Innovation Institute will accelerate the 6G process, integrating satellite networks with ground communication networks [14] AI Medical - The AI medical sector also performed well, with companies like Meinian Health and Dean Diagnostics seeing consecutive gains [15] - OpenAI launched "ChatGPT Health," a health-related dialogue space that connects electronic medical records and health applications [15] - The demand for AI in healthcare is expected to grow significantly, driven by an aging population and an increase in chronic disease patients [18]

格隆汇1月12日｜雷科防务今日涨10.00%，成交额95.17亿元，换手率38.24%，盘后龙虎榜数据显示，深 股通专用席位买入4.55亿元并卖出5.80亿元，2家机构专用席位净买入2.35亿元，陈小群席位净买入6053 万元。 ...

雷科防务今日涨10.00%，成交额95.17亿元，换手率38.24%，盘后龙虎榜数据显示，深股通专用席位买 入4.55亿元并卖出5.80亿元，2家机构专用席位净买入2.35亿元，陈小群席位净买入6053万元。 ...

Group 1 - The A-share market saw a collective surge in storage chip concept stocks, with notable gains from companies such as Xicai Testing and Hangyu Micro, both rising over 10% [1] - Tian'ao Electronics hit the 10% daily limit, while Aerospace Zhizhuang increased by over 8%, and Guoke Micro rose by over 6% [1] - Other companies like Hangzhou Kelin, Changdian Technology, Zhongwei Company, and Leike Defense also experienced gains exceeding 5% [1] Group 2 - Specific stock performance includes: - Xicai Testing (code: 301306) up 10.95% with a market cap of 13.8 billion and a year-to-date increase of 43.36% [2] - Hangyu Micro (code: 300053) up 10.08% with a market cap of 16.7 billion and a year-to-date increase of 25.71% [2] - Tian'ao Electronics (code: 002935) up 10.02% with a market cap of 10.8 billion and a year-to-date increase of 13.96% [2] - Aerospace Zhizhuang (code: 300455) up 8.48% with a market cap of 27.4 billion and a year-to-date increase of 26.96% [2] - Guoke Micro (code: 300672) up 6.15% with a market cap of 27.2 billion and a year-to-date increase of 16.30% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [1]

Group 1 - The A-share market saw a collective surge in storage chip concept stocks on January 12, with notable gains from companies such as Xicet Testing and Hangyu Micro, both rising over 10% [1] - Tian'ao Electronics hit the 10% daily limit, while Aerospace Zhizhuang increased by over 8%, and Guoke Micro rose by over 6% [1] - Other companies like Hangzhou Kelin, Changdian Technology, Zhongwei Company, and Leike Defense also experienced gains exceeding 5%, with Zhaoyi Innovation up over 3% [1] Group 2 - Xicet Testing (301306) increased by 10.95%, with a total market value of 13.8 billion and a year-to-date increase of 43.36% [2] - Hangyu Micro (300053) rose by 10.08%, with a market capitalization of 16.7 billion and a year-to-date increase of 25.71% [2] - Tian'ao Electronics (002935) saw a 10.02% increase, with a market value of 10.8 billion and a year-to-date increase of 13.96% [2] - Aerospace Zhizhuang (300455) increased by 8.48%, with a market capitalization of 27.4 billion and a year-to-date increase of 26.96% [2] - Guoke Micro (300672) rose by 6.15%, with a market value of 27.2 billion and a year-to-date increase of 16.30% [2] - Zhaoyi Innovation (603986) increased by 3.23%, with a market capitalization of 172.4 billion and a year-to-date increase of 20.48% [2]

Core Viewpoint - The satellite internet sector in the A-share market has emerged as a leading star, experiencing significant price increases and attracting substantial market attention at the beginning of 2026, driven by favorable policies and heightened market activity [2][4]. Market Performance - The A-share market has shown a strong upward trend, with the Shanghai Composite Index surpassing 4100 points by January 9, 2026, following a robust start to the year [3][4]. - The satellite internet concept has been a major contributor to this growth, with multiple stocks within the sector achieving significant gains, including several reaching their daily limit up [3][4]. Stock Price Increases - From January 5 to January 9, 2026, four companies in the satellite internet sector saw their stock prices rise by over 40%, specifically, Zhenlei Technology (48.18%), Leike Defense (45.82%), Tongyu Communication (42.34%), and Aerospace Hanyu (42.28%) [5]. - Other notable stocks, including China Satellite Communications, Qianzhao Optoelectronics, Aerospace Electronics, and Zhenyou Technology, also experienced substantial increases, all exceeding 30% [5]. Fundamental Performance - Despite the sharp rise in stock prices, some companies in the sector have reported relatively flat or declining revenue figures. For instance, Zhenlei Technology's revenue increased from 234 million yuan in 2022 to 302 million yuan in 2025, showing slow growth [6]. - Conversely, Leike Defense's revenue has been on a downward trend, dropping from 1.364 billion yuan in 2022 to 933 million yuan in 2025 [6]. - Tongyu Communication also experienced a decline in revenue, from 1.407 billion yuan in 2022 to 815 million yuan in 2025 [6]. Policy Support - The rise of the satellite internet sector is attributed to strong policy support, particularly the National Space Administration's action plan aimed at promoting high-quality development in commercial aerospace by 2027 [4][6]. - This policy environment has fostered optimism about the sector's growth potential, leading to increased investment in related stocks [4]. Market Risks - Several companies have issued announcements regarding abnormal stock price fluctuations, warning investors of potential risks associated with the rapid price increases [7][8]. - For example, Tongyu Communication reported a cumulative stock price increase of 191.65% since November 27, 2025, significantly outpacing the industry average [8]. - Aerospace Hanyu also noted a 200.81% increase in stock price since November 21, 2025, prompting them to clarify that their business fundamentals remain stable despite the price surge [8].