Core Viewpoint - The A-share market has seen significant gains in the commercial aerospace sector, with multiple stocks experiencing substantial increases in their share prices [1] Group 1: Stock Performance - Xinghuan Technology reached a 20% limit up [1] - Aerospace Huanyu increased by over 17% [1] - Other companies such as Chengjian Development, Beidou Star, Pulit, Aerospace Electric, Lian Micro, China Satellite, Leike Defense, Jin Feng Technology, Zhongchao Holdings, Haige Communication, Xingchen Technology, Aerospace Electronics, and Juli Suoju all rose by over 9% [1] - Baowu Magnesium Industry saw an increase of over 8% [1]

| 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | | | --- | --- | --- | --- | --- | --- | | 1 | 300672 | 国科微 | 119.15 | 10.65% | 14.68亿 | | 2 | 002025 | 航天电器 | 56.85 | 10.00% | 30.77亿 | | 3 | 601698 | 中国卫通 | 43.23 | 10.00% | 102.05亿 | | 4 | 002465 | 海格通信 | 19.06 | 9.98% | 74.93亿 | | 5 | 688270 | 臻镭科技 | 135.70 | 8.24% | 30.54亿 | | 6 | 301005 | 超捷股份 | 162.68 | 7.82% | 25.47 乙 | | 7 | 600879 | 航天电子 | 23.37 | 7.45% | 107.86 Z | | 8 | 002829 | 星网宇达 | 32.26 | 4.30% | 5.65 亿 | | 9 | 002544 | 普天科技 | 36.40 | 4.27% | 15.93亿 | | 10 | 603 ...

Core Viewpoint - The commercial aerospace sector in China is experiencing significant growth driven by policy support, technological breakthroughs, and rigid industry demand, marking 2026 as a pivotal year for the industry [2][3]. Group 1: Market Performance - As of January 6, 2026, the National General Aviation Industry Index (980076) rose by 2.87%, with key stocks such as Aerospace Huanyu (688523) increasing by 17.35% and Huashe Navigation (300627) by 14.27% [1]. - The Aviation ETF Fund (159257) increased by 2.98%, reaching a historical high, with a recent price of 1.21 yuan, and has seen a 12.00% increase over the past two weeks [1]. - The Aviation ETF Fund's trading volume was active, with a turnover rate of 23.98% and a transaction value of 17.28 million yuan [1]. Group 2: Fund Growth and Sector Focus - The Aviation ETF Fund has seen a significant increase of 850,000 shares over the past three months, indicating strong investor interest [2]. - The fund primarily focuses on the defense and military sector, which constitutes 56.3% of its holdings, along with significant allocations to low-altitude economy and commercial aerospace sectors [4][7]. - The commercial aerospace sector accounts for 24% of the fund's holdings, covering satellite navigation and satellite internet, which positions it well to capitalize on the trillion-dollar market opportunities [8]. Group 3: Industry Dynamics - The commercial aerospace sector is transitioning from a policy incubation phase to an industrial explosion phase, with 2026 expected to be a transformative year for the industry [2]. - Key drivers for this growth include the urgent need for high-frequency network deployment, breakthroughs in launch capacity, and a restructured valuation system for commercial aerospace [3]. - The competitive pressure from companies like SpaceX is accelerating domestic policy and capital investments towards core companies in the sector [3].

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） | | --- | --- | --- | --- | | 2026.01.05 | 10.03 | 14.44 | 51253.20 | | 2025.12.31 | 4.17 | 11.62 | 23406.30 | | 2025.12.30 | -1.50 | 13.15 | -43208.11 | | 2025.12.29 | 10.04 | 8.76 | 72427.45 | | 2025.12.26 | 1.90 | 6.09 | -3206.77 | | 2025.12.25 | 1.56 | 4.51 | -3996.78 | | 2025.12.24 | 3.06 | 4.54 | 3012.61 | | 2025.12.23 | -1.95 | 4.42 | -5769.70 | | 2025.12.22 | 1.60 | 3.53 | 7697.26 | | 2025.12.19 | -0.23 | 3.52 | -11934.53 | （文章来源：证券时报网） 海格通信再度涨停，5个交易日内录得 ...

登云股份、ST得润（维权）跌停。 MACD金叉信号形成，这些股涨势不错！ 1月6日午间，A股半日下来共有107只涨停股、2只跌停股。小金属板块活跃，锡业股份、安宁股份等涨 停；人脑工程概念走强，海格通信5天3板，岩山科技、美好医疗等2连板。 连板股方面，胜通能源13连板，锋龙股份8连板，鲁信创投、ST八菱8天6板，雷科防务5连板，北斗星 通6天4板，南兴股份、友邦吊顶4连板，国晟科技（维权）5天3板，城建发展、索菱股份等3连板，山子 高科、合众思壮4天2板，*ST步森3天2板，立昂微、亚翔集成等2连板，*ST松发、华林证券等涨停。 ...

Core Insights - The General Aviation Industry Index increased by 0.92% as of January 6, 2026, with notable stocks like Beidou Star and Haige Communication hitting the daily limit, and Aerospace Hanyu rising by 9.95% [1] - The General Aviation ETF (159230) also rose by 0.92%, marking a three-day consecutive increase, and has accumulated an 11.88% rise over the past two weeks [1] - The ETF has seen a net inflow of 16.2 million yuan over the past five days, indicating strong investor interest [1] Industry Developments - The National Industrial and Information Technology Work Conference emphasized the cultivation of emerging industries, including new materials, aerospace, and low-altitude economy, as future pillars of the economy [1] - The conference also highlighted the need for orderly development of satellite IoT and the strengthening of 6G technology research [1] - The new guidelines for frequency allocation in low-altitude economic development were introduced, supporting the growth of this sector [1] Market Composition - As of December 31, 2025, the top ten weighted stocks in the General Aviation Industry Index accounted for 33.92% of the index, with notable companies including Wanfeng Aowei, Aerospace Rainbow, and China Satellite [2] - The detailed performance of key stocks includes Wanfeng Aowei at 1.11% increase and Aerospace Rainbow at 1.44% increase, while some stocks like Zhuhai Guanyu and Yingliu Co. experienced declines [4]

Market Overview - On the first trading day of 2026, the A-share market experienced a "red opening," with the Shanghai Composite Index surpassing 4000 points and over 4100 stocks rising, including 127 stocks hitting the daily limit [1][2] - Notable market participants included well-known speculators appearing on the leaderboard of several popular thematic stocks [1] Investment Themes - The most active sectors on January 5 included commercial aerospace, lithium batteries, and AI applications, with significant trading volumes concentrated in these areas [2][9] - The commercial aerospace sector index saw a substantial increase of 29.87% from November 24, 2025, to January 5, 2026 [2] Notable Stocks - **Aerospace Machinery (航天机电)**: - The stock saw significant buying from major speculators, with the top buying seat from Guotai Junan Securities in Yichang contributing 261 million yuan [2][3] - The total trading volume for the stock reached approximately 551.83 million yuan on January 5 [3] - **China Satellite Communications (中国卫通)**: - This stock attracted major speculative interest, with a buying amount of 341 million yuan from a prominent speculator's seat [4] - The stock also achieved a daily limit increase on the same day [4] - **Tianji Shares (天际股份)**: - The stock's leaderboard was notably active, with four of the top five buying seats being from well-known speculators [5][6] - The company specializes in lithium hexafluorophosphate, a key material for lithium batteries [5] - **Salt Lake Potash (盐湖股份)**: - The stock received significant buying interest, with major speculators purchasing over 118 million yuan [6][7] - The company is expected to report a net profit of 8.29 to 8.89 billion yuan for 2025, reflecting a year-on-year growth of 77.78% to 90.65% [7] - **BlueFocus Communication Group (蓝色光标)**: - The stock experienced a strong 20% limit increase, with total trading volume reaching 1.75 billion yuan [8] - However, the major speculators on its leaderboard primarily sold the stock [8] Speculative Activity - The trading activity on January 5 indicated a high level of engagement from speculators, particularly in the aforementioned sectors, suggesting a continuation of interest in these themes into the new year [9][10] - The brain-computer interface sector also saw some speculative activity, although it was primarily focused on stocks that also had lithium battery connections [9][10]

广州海格通信集团股份有限公司（以下简称"公司"）于2025年12月9日在《中国证券报》《证券时报》 《证券日报》《上海证券报》及巨潮资讯网（www.cninfo.com.cn）披露了《关于股东股份减持计划的 预披露公告》（公告编号：2025-059），公司股东杨海洲先生计划通过集中竞价交易方式减持公司股份 不超过3,500,000股（约占剔除回购专用账户股份后公司总股本的0.1421%）。 登录新浪财经APP 搜索【信披】查看更多考评等级 股东杨海洲先生保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 1．股东减持股份情况 目前公司收到杨海洲先生出具的《关于股份减持计划实施完成的告知函》，截至本公告披露日，杨海洲 先生本次股份减持计划已实施完成，以集中竞价交易方式累计减持3,499,950股，约占公司总股本（已剔 除公司回购专用证券账户的股份数，下同）的0.1421%。具体情况如下： 一、股东减持情况 2．股东本次减持前后持股情况 ■ 注：上述股份比例为四舍五入数。 二、其他相关说明 1. 杨海洲先生本次股份 ...

海格通信今日涨停，全天换手率14.44%，成交额59.92亿元，振幅8.58%。龙虎榜数据显示，机构净卖出 6982.59万元，深股通净卖出1362.83万元，营业部席位合计净买入6947.57万元。 （文章来源：证券时报网） 资金流向方面，今日该股主力资金净流入5.13亿元，其中，特大单净流入6.52亿元，大单资金净流出 1.39亿元。近5日主力资金净流入10.07亿元。 融资融券数据显示，该股最新（12月31日）两融余额为21.22亿元，其中，融资余额为21.00亿元，融券 余额为2179.96万元。近5日融资余额合计增加1.13亿元，增幅为5.70%，融券余额合计增加323.36万元， 增幅17.42%。（数据宝） 海格通信1月5日交易公开信息 深交所公开信息显示，当日该股因日涨幅偏离值达8.00%上榜，机构专用席位净卖出6982.59万元，深股 通净卖出1362.83万元。 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17.10亿元，其中，买入成交额为8.48亿 元，卖出成交额为8.62亿元，合计净卖出1397.85万元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买四、卖 ...

1月5日公开信息显示，深股通席位共现身20只个股龙虎榜。 1月5日深股通专用席位上榜龙虎榜个股 | 代码 | 简称 | 深股通专用席位净买入（万元） | 当日涨跌幅（%） | 当日换手率（%） | | --- | --- | --- | --- | --- | | 300058 | 蓝色光标 | 15580.11 | 19.97 | 39.79 | | 002131 | 利欧股份 | 13485.41 | 9.93 | 31.32 | | 300409 | 道氏技术 | 9876.10 | 20.01 | 20.17 | | 002565 | 顺灏股份 | 7848.71 | -3.38 | 36.39 | | 300589 | 江龙船艇 | 6301.06 | 14.07 | 42.17 | | 002163 | 海南发展 | 6287.05 | -9.98 | 11.55 | | 002151 | 北斗星通 | 5803.91 | 9.99 | 26.81 | | 301292 | 海科新源 | 4620.42 | 6.35 | 37.49 | | 002177 | 御银股份 | 3334.12 | -8 ...