Market Overview - A-shares experienced slight fluctuations in early trading, with major indices showing mixed results; the Shanghai Composite Index, North China 50, and CSI 1000 slightly rose, while the Shenzhen Component, Sci-Tech 50, and ChiNext Index slightly declined [1] - The number of rising stocks significantly outnumbered declining ones, and trading volume remained stable [1] Commercial Aerospace Sector - The commercial aerospace and satellite navigation concept stocks were active, with Starry Technology hitting a 30% limit up, Tianyin Electromechanical quickly reaching a 20% limit up, and several other stocks also experiencing strong gains [2] - Aerospace equipment, military electronics, military information technology, and large aircraft sectors showed strong upward momentum, with multiple stocks hitting limit up [5] Satellite Communication Development - The Ministry of Industry and Information Technology proposed that by 2030, the satellite communication management system and policies will be further improved, with over 10 million satellite communication users expected [5] - The GW constellation plan led by China Satellite Network Group has launched a total of 116 satellites as of November, which is less than 1% of the planned total of 12,992 satellites [5] - According to the International Telecommunication Union, 10% of the satellite deployment (approximately 1,300 satellites) must be completed by 2026 to meet frequency resource application requirements [5] Pharmaceutical Sector - Pharmaceutical stocks collectively strengthened in the morning, with the pharmaceutical commercial sector leading the gains, and the sector index rising nearly 3% at one point [6] - Notable stocks included Huaren Health hitting a 20% limit up, and Luyan Pharmaceutical achieving a limit up for the second consecutive day, reaching an 8.5-year high [6] - The new national medical insurance drug list, which adds 114 new drugs including 50 innovative drugs, will be implemented nationwide on January 1, 2026 [6] Industry Consolidation - Domestic pharmaceutical distribution industry still has significant room for improvement in market concentration compared to the 96% market share of the top three pharmaceutical distribution companies in the U.S. [7] - The new round of state-owned enterprise reforms emphasizing professional integration in the pharmaceutical health sector is expected to accelerate mergers and acquisitions in the pharmaceutical commercial sector [7]

| 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 600118 | 中国卫星 | 58.10 | 7.95 | 4047.95 | 235185.87 | 国防军工 | | 601198 | 东兴证券 | 14.44 | 0.32 | 9667.67 | 139601.13 | 非银金融 | | 001331 | 胜通能源 | 23.76 | 0.35 | 3312.21 | 78698.14 | 公用事业 | | 002969 | 嘉美包装 | 5.52 | 0.13 | 13070.89 | 72151.31 | 轻工制造 | | 002565 | 顺灏股份 | 16.69 | 14.11 | 4227.02 | 70549.05 | 轻工制造 | | 002044 | 美年健康 | 6.02 | 13.07 | 10402.11 | 62620.68 | 医药生物 | | 300342 | 天银机电 | 30.20 | 24.83 | 1685.7 ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 消息面上，由中国航天科技集团八院抓总研制的长征十二号甲可重复使用运载火箭，计划于2025年12月 中下旬在酒泉卫星发射中心执行其历史性的首次发射任务。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920885 | 星辰科技 | 1 | 28.77 | 44.81亿 | 115.48 | | 300710 | 万隆光电 | 中 | 20.02 | 30.72亿 | 72.90 | | 300342 | 天银机电 | 1 | 19.98 | 128亿 | 86.75 | | 920576 | 天力复合 | 1 | 17.63 | 96.76亿 | 330.26 | | 688523 | 航天环宇 | 1 | 14.51 | 181亿 | 122.60 | | 301306 | 西测测试, | 1 | 13.67 | 100亿 | 218.12 | | 688333 | 铂力特 | | 13.03 | 264亿 | 144.68 | | 688 ...

准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 值得注意的是， 近期商业航天与卫星互联网领域催化密集， 政策层面，国家航天局印发《国家航天局推进商业航天高质量安全发展行动计划（2025 －2027年）》，明确了五方面22项重点举措，推进商业航天高质量发展和高水平安全。11月末，国家航天局正式宣布设立"商业航天司"作为专职监 管机构，正式进入"专司专管"的新时代。 下跌方面，锂电池板块回落，海科新源、宁德时代下挫。板块方面，医药商业、商业航天、等板块涨幅居前，电池、证券等板块跌幅居前。 截至收盘，沪指涨0.16%，深成指跌0.85%，创业板指跌1.81%。 下载财联社APP获取更多资讯 今日早盘，A股三大指数涨跌不一，沪指拉升翻红，创业板指跌近2%。黄白线明显分化，微盘股指数涨超2%。沪深两市半日成交额1.05万亿，较上 个交易日放量212亿。盘面上热点快速轮动，全市场超3600只个股上涨。 从板块来看， 商业航天概念再度爆发， 盛洋科技2连板，顺灏股份、天银机电、中国卫星等多股涨停。消息面上，由中国航天科技集团八 院抓总研制的长征十二号甲可重复使用运载火箭，计划于2025年12月中下旬 ...

Group 1: Company Performance - KaiMet Gas (002549) has a market capitalization of 15.458 billion with a recent trading price of 22.23, reflecting a 10.00% increase [1] - Aopu Optoelectronics (002338) has a market capitalization of 13.728 billion, with a trading price of 57.20, also showing a 10.00% increase [2] - The average trading price for Aopu Optoelectronics is reported at 57.17, indicating a strong performance in the market [2] Group 2: Market Trends - The retail sector has seen a significant surge, with Central Mall hitting the limit up, and other companies like Baida Group, Dongbai Group, and Yonghui Supermarket also experiencing gains [2] - The commercial aerospace sector is highlighted with stocks like Tianyin Electromechanical and Tianli Composite showing substantial increases of 15.81% and 12.25% respectively [5] - The overall market is experiencing a rotation of hotspots, with a focus on capturing signals of sector movements and monitoring main capital flows [6]

格隆汇12月18日丨顺灏股份(002565.SZ)在投资者互动平台表示，为了抓住海外工业大麻快速发展的机 遇，公司在美国设立了子公司 E10 Labs和 S10 Labs，通过全面科学的市场研究为生产研发提供依据， 给公司工业大麻业务发展提供具有前瞻性的市场信息支持,力求逐步满足国际市场对工业大麻提取物以 及终端产品的需求。其中，E10 Labs 获准在当地开展加工制造相关业务并在美国以及全球其他合法国 家和地区开展销售的合法资格，已经推出加热不燃烧系列产品；S10 Labs主要为工业大麻雾化器硬件提 供商。 ...

Core Viewpoint - The company is strategically positioning itself to capitalize on the growing opportunities in the industrial hemp market in the United States by establishing subsidiaries and conducting market research [1] Group 1: Company Initiatives - The company has set up two subsidiaries in the U.S., E10 Labs and S10 Labs, to leverage the rapid development of the industrial hemp sector [1] - E10 Labs has been granted the legal qualification to engage in processing and manufacturing activities locally, as well as to sell products in the U.S. and other legally compliant countries [1] - The company has launched a series of heat-not-burn products through E10 Labs, indicating its commitment to innovation in the industrial hemp space [1] Group 2: Market Research and Development - The company emphasizes the importance of comprehensive scientific market research to support production and R&D efforts, aiming to provide forward-looking market information [1] - The subsidiaries are focused on meeting the international market demand for industrial hemp extracts and end products [1] - S10 Labs primarily serves as a provider of hardware for industrial hemp vaporizers, showcasing the company's diversified approach within the industry [1]

Investment Rating - The report provides a "Buy" rating for the industry, predicting that the stock price will outperform the Shanghai Composite Index by 15% or more within six months [56]. Core Insights - The global commercial space launch sector is undergoing a profound cost restructuring, shifting from a one-time manufacturing model to a reusable cost model. Traditional rockets have a hardware manufacturing cost share of about 67%, while emerging commercial rockets reduce this to around 24% through reusable designs [3][27]. - The launch market from 2024 to 2025 is expected to exhibit an absolute oligopoly, with launch service providers monopolizing orders and exerting control over the supply chain [5][42]. Summary by Sections 1. Cost Structure of Commercial Rockets - The cost breakdown of rockets shows that the first stage accounts for 60-70% of total costs, with engines being the most significant component, comprising over 50% of the first stage cost [13][27]. - The Falcon 9 rocket's cost structure indicates that the marginal cost of reuse is significantly lower than that of traditional rockets, with costs dropping to approximately $2,720 per kilogram in reusable mode [27][28]. 2. Industry Chain Benefits from Launch Volume - Launch service providers benefit directly from increased launch frequency and larger contracts, with revenue correlating to the number of launch tasks [4][35]. - The demand for reusable components and high-frequency replacement parts is expected to grow, driven by the need for higher reliability and maintenance of reusable systems [36]. 3. Investment Recommendations - Beneficiary stocks include companies involved in rocket manufacturing and space computing, such as Aerospace Power, Superjet, and West Materials, among others [6][52][53].

顺灏股份今日跌停，全天换手率28.46%，成交额47.43亿元，振幅10.09%。龙虎榜数据显示，机构净买 入1.14亿元，营业部席位合计净卖出5298.09万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-11.68%上榜，机构专用席位净买入1.14亿元。 近半年该股累计上榜龙虎榜12次，上榜次日股价平均涨3.79%，上榜后5日平均涨18.66%。 资金流向方面，今日该股主力资金净流出2.35亿元，其中，特大单净流出1.58亿元，大单资金净流出 7628.62万元。近5日主力资金净流出1.30亿元。（数据宝） 顺灏股份12月17日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 10932.87 | 6669.63 | | 买二 | 机构专用 | 9602.67 | 7341.02 | | 买三 | 机构专用 | 7015.12 | 2117.56 | | 买四 | 华鑫证券有限责任公司上海宛平南路证券营业部 | 6784.96 | 45.49 | | 买五 | 中国国际金融股份有 ...

从资金流向上来看，当日包装印刷板块主力资金净流入1.0亿元，游资资金净流出2.31亿元，散户资金净 流入1.3亿元。包装印刷板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月17日包装印刷板块较上一交易日下跌0.18%，顺灏股份领跌。当日上证指数报收于 3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。包装印刷板块个股涨跌见下表： ...