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 ...

Market Performance - The Shanghai Composite Index rose by 1.09% to close at 4165.29 points, while the Shenzhen Component Index increased by 1.75% to 14366.91 points, and the ChiNext Index gained 1.82% to 3388.34 points [1] - The North Stock 50 surged by 5.35% to 1605.77 points, with the total market turnover reaching 36,445 billion yuan, an increase of 4,922 billion yuan compared to the previous day, marking a historical high [1] Sector Highlights - The AI application sector showed significant activity, with stocks such as Yidian Tianxia (301171), Zhidema (300785), and Kunlun Wanwei (300418) hitting the 20% daily limit up, while companies like Liou Co. (002131) and Vision China (000681) also reached the limit [1] - The commercial aerospace sector strengthened, with Xingtou Measurement and Control hitting a 30% limit up, and Tianyin Machinery (300342) and Ligong Navigation also reaching the 20% limit up [1] - The brain-computer interface sector continued to perform well in the afternoon, with Daoshi Technology (300409) hitting a 20% limit up, alongside Yanshan Technology (002195) and Haige Communication (002465) [1] - The insurance sector experienced a correction, with China Ping An and China Pacific Insurance (601601) both declining over 2% [1]

1月12日午后，军工继续猛攻！军工ETF华宝（512810）涨超10%成份股增至15只，华力创通20CM涨停，航天电子、中国卫通双双7天5板，中 国卫星、海格通信、中国长城、楚江新材、电科网安均涨停封板。 | | | | | 军 ETF华宝 (512810) 持仓商业航天概念股 (权重合计32.23%) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 筒杯 | 估算权重(%) | 序号 | 代码 | 简称 | 估算权重(%) | | 1 | 600879.SH | 航天电子 | 3.38 | 13 | 002389.SZ | 航天彩虹 | 0.99 | | 2 | 600118.SH | 中国 12星 | 3.38 | 14 | 600435.SH | 北方导航 | 0.98 | | 3 | 000547.SZ | 航天发展 | 2.54 | 15 | 000901.SZ | 航天科技 | 0.96 | | 4 | 300395.SZ | 菲利华 | 2.52 | 16 | 300045.SZ | 华力创通 | 0.9 ...

1月12日午后，军工继续猛攻！军工ETF华宝（512810）涨超10%成份股增至15只，华力创通20CM涨 停，航天电子、中国卫通双双7天5板，中国卫星、海格通信、中国长城、楚江新材、电科网安均涨停封 板。 | 序号 | 代码 | 名称 | 估算权重 | 现价 | 涨跌幅 ▼ | 成交額 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300045 | 华力创通 | 0.87% | 37.42 | 20.01% | 55.92亿 | | 2 | 688333 | 铂力符 | 1.30% | 139.76 | 19.57% | 31.58亿 | | 3 | 688568 | 中材料图 | 1.46% | 78.58 | 19.22% | 33.13亿 | | 4 | 688375 | 国博电子 | 1.44% | 155.01 | 19.25% | 21.70亿 | | 5 | 300065 | 海三信 | 0.89% | 27.05 | 17.46% | 49.64亿 | | 6 | 301050 | 窗电微力 | 0.69% | 73.29 | 17. ...

Group 1 - The commercial aerospace sector is experiencing significant growth, with the launch of the Ceres-1 rocket scheduled between January 16-18, 2026, targeting a launch window at approximately 4 AM [1] - China has submitted an application for frequency resources for over 200,000 satellites by December 2025, indicating a strong push in satellite deployment [1] - Key events such as increased launch density, technology validation milestones, and accelerated constellation networking are expected to catalyze the commercial aerospace market [1] Group 2 - The China Defense Index (399973) has seen a strong increase of 4.57%, with notable stock performances from companies like Guobo Electronics (up 19.99%) and Zhongke Xingtou (up 17.52%) [1] - The Defense ETF (512670) has also risen by 4.55%, marking its third consecutive increase, with the latest price reported at 1.08 yuan [1] - The top ten weighted stocks in the China Defense Index as of December 31, 2025, include Aerospace Electronics and AVIC Shenyang Aircraft, collectively accounting for 42.34% of the index [2]

Group 1 - The Shenzhen Composite Index rose by 0.11% while the ChiNext Index fell by 0.91% as of 10:37 AM on January 12, with the high-end equipment sub-index increasing by 4.79% [1] - Notable stock performances included Guobo Electronics up 16.46%, Plater Technology up 15.63%, and Zhongke Xingtou up 14.98%, with several other companies experiencing significant gains [1] - The High-end Equipment ETF (159638) increased by 4.49%, with a trading volume of 155 million yuan and a turnover rate of 5.85%, showing a 45.30% increase over the past six months and a 67.00% increase over the past year [1] Group 2 - Multiple policies supporting advanced manufacturing have been introduced at the beginning of the year, including Shanghai's three-year action plan for 2026-2028, which focuses on commercial aerospace and innovative products [1] - Guangzhou has also released plans to develop low-altitude economy and aerospace as strategic industries, aiming to create a "Southern Aerospace City" [1] - The commercial aerospace sector is seeing significant activity, with Blue Arrow Aerospace's IPO approval aiming to raise 7.5 billion yuan and the commencement of construction for the first domestic offshore reusable rocket recovery base [1] Group 3 - The first fully domestically produced F-class commercial gas turbine unit successfully passed a 168-hour full-load test and began production, marking a significant milestone in the domestic gas turbine manufacturing industry [2] - The domestic production rate of high-end machine tools is accelerating, with projections indicating a 35% localization rate by 2025, and five-axis machine tools exceeding 20% [2] - The High-end Equipment ETF (159638) tracks the CSI High-end Equipment Sub-index, with top ten weighted stocks including Aerospace Electronics and China Satellite, collectively accounting for over 45% of the index [2]

大国之翼，大展鸿图！通用航空ETF华宝（159231）及联接基金（A类：024766；C类：024767）标的指数全面覆盖50只航空航天成份股，涵盖低空经济、 商业航天、卫星导航、大飞机、无人机、军用飞机等热门领域，其中低空经济概念含量超88%，商业航天含量超65%，卫星导航概念超47%，是一键配置中 国航空航天产业链的利器。（截至2026.1.8） 数据来源：沪深交易所 | स्त्रम्बे | | | 多日 1分 5分 15分 30分 60分 日 周 月 7 | | | | F9 盘前盘后 叠加 九转 画线 工具 ☑ 2 | | | >> | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.810 | | | | | 159231[通用航空ETF华宝] 11:15 价 0.809 涨跌 0.063(8.45%) 均价 0.772 成交量 1100 IOPV 0.7885 | | | | 8.58% | (0) | | 0.778 | | | | | | | | | 4.29% | SZSE 净值 | | 0. ...

军工继续疯涨！1月12日早盘，军工板块再掀涨停潮，军工ETF华宝（512810）多达11股涨超10%，国博电子、华力创通、中科星图一度冲击 20CM涨停，航天电子7天5板，中国卫星、海格通信、中国长城集体涨停。 【八一军工，火力全开】代码有"八一"的军工ETF华宝（512810）（原国防军工ETF）覆盖『商业航天+ 可控核聚变 + 低空经济 + 大飞机 + 深 海科技 + 军用AI 』等诸多热门主题，同时是融资融券+互联互通标的，是一键投资军工核心资产的高效工具。 数据来源：沪深交易所等。 消息面，国际电信联盟（ITU）官网显示，我国2025年12月向ITU申请了超20万颗卫星的频轨资源。其中超19万颗卫星来自近期刚刚成立的无 线电创新院。 机构分析指出，2024年及2025年，商业航天连续两年被写入《政府工作报告》，其作为战略性新兴产业与新增长引擎的地位得到国家最高施 政蓝图的确认。在政策与市场的双重驱动下，商业运载火箭和商业卫星公司大量涌现，产业链条快速完善，中国商业航天行业已进入快速发 展阶段，预计2030年中国市场规模将达到8万亿元人民币。 据统计，军工ETF华宝（512810）标的指数中证军工覆盖2 ...

Core Viewpoint - The military industry continues to surge, with significant gains in the military sector and related ETFs, indicating strong market interest and potential growth in the defense and aerospace industries [1][7]. Group 1: Market Performance - On January 12, the military sector saw a wave of stock price increases, with the military ETF Huabao (512810) experiencing multiple stocks rising over 10% [1][7]. - The Huabao military ETF opened high and surged over 5%, marking its fifth consecutive day of reaching historical highs, with real-time trading exceeding 67 million yuan [2][8]. - Last week, the Huabao ETF rose by 13.57%, significantly outperforming major indices such as the Shanghai Composite Index (+3.82%) and the ChiNext Index (+3.89%) [2][8]. Group 2: Key Stocks in Military ETF - The Huabao military ETF includes 24 commercial aerospace concept stocks, with a combined weight exceeding 32% [3][10]. - Notable stocks within the ETF include: - Guobo Electronics (688375) with a weight of 1.44%, current price of 154.00, and a rise of 18.47% [2][8]. - Huali Chuantong (300045) with a weight of 0.87%, current price of 36.80, and a rise of 18.02% [2][8]. - Aerospace Electronics (600879) with a weight of 3.98%, current price of 31.56, and a rise of 10.00% [2][8]. Group 3: Industry Outlook - The International Telecommunication Union (ITU) reported that China applied for frequency resources for over 200,000 satellites by December 2025, indicating a significant expansion in the satellite industry [10]. - The commercial aerospace sector has been recognized in the government work reports for 2024 and 2025, confirming its status as a strategic emerging industry and a new growth engine [3][10]. - The Chinese commercial aerospace market is projected to reach a scale of 8 trillion yuan by 2030, driven by policy and market dynamics [3][10].

1月12日，海格通信涨5%，截至发稿，报21.00元/股，成交4.62亿元，换手率0.89%，总市值521.19亿 元。 资料显示，广州海格通信集团股份有限公司位于广东省广州市高新技术产业开发区科学城海云路88号， 成立日期2000年7月20日，上市日期2010年8月31日，公司主营业务涉及军事通信设备和导航设备的研 发、生产和销售。主营业务收入构成为：数智生态48.53%，无线通信30.93%，北斗导航12.57%，航空 航天6.28%，其他(补充)1.69%。 从海格通信十大流通股东角度 数据显示，国泰基金旗下1只基金位居海格通信十大流通股东。国泰中证军工ETF（512660）三季度减 持372.88万股，持有股数1931.17万股，占流通股的比例为0.78%。根据测算，今日浮盈赚取约1931.17万 元。 国泰中证军工ETF（512660）成立日期2016年7月26日，最新规模141.09亿。今年以来收益13.47%，同 类排名116/5579；近一年收益59.03%，同类排名871/4202；成立以来收益55.64%。 国泰中证军工ETF（512660）基金经理为艾小军。 截至发稿，艾小军累计任职时间 ...