（文章来源：每日经济新闻） 每经AI快讯，12月8日，商业航天概念延续上周强势，顺灏股份"一"字涨停走出7天6板，龙洲股份4连 板，西部材料2连板，航天科技、天箭科技、宝胜股份、超捷股份涨幅靠前。 ...

商业航天板块高开，龙洲股份4连板，顺灏股份、西部材料2连板，再升科技涨停，红相股份涨超10%， 航天科技、广联航空、天箭科技、特发信息、信维通信跟涨。 ...

证券日报网讯12月7日晚间，顺灏股份（002565）发布公告称，公司股票于2025年12月3日、12月4日、 12月5日连续3个交易日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动的情形。经自查， 截至本公告披露日公司前期所披露的信息，不存在需要更正、补充之处。 ...

Core Viewpoint - The stock of Shunhao Co., Ltd. experienced an abnormal fluctuation, with a cumulative closing price increase of over 20% during three consecutive trading days from December 3 to December 5, 2025, prompting a self-examination by the company's board of directors [1] Group 1: Stock Performance and Company Response - The company confirmed that there were no corrections or supplements needed for previously disclosed information and that the operating conditions remain normal without significant changes in the internal or external environment [1] - The company noted that the major shareholders and their concerted actions did not trade the company's stock during the abnormal fluctuation period [1] - The stock price increased by 48.19% from December 1 to December 5, 2025, leading the company to remind investors of the risks associated with secondary market trading [1] Group 2: Business Operations and Investments - Shunhao Co., Ltd. invested 110 million yuan in Beijing Treadlight Technology Co., Ltd., holding a 19.30% stake, which focuses on satellite launch and space data center construction [1] - The existing business does not yet have a synergistic effect with Treadlight, and its operations are subject to macroeconomic and industry policy influences, with potential risks related to the long industrialization and commercialization cycle [1] - The "Tianshutian Calculation" business is expected to have clear commercial value within the next five years, while the "Dizhutian Calculation" business is anticipated to gradually gain market competitiveness over the next 5 to 10 years, but these developments are not expected to significantly impact the company's operating performance in 2025 [1]

Core Viewpoint - The company announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% during three consecutive trading days from December 3 to 5, 2025 [1] Group 1: Stock Performance - The company's stock price increased by 48.19% from December 1 to 5, 2025 [1] - The stock price fluctuation was classified as an abnormal deviation [1] Group 2: Company Operations - The company conducted a self-examination and found no need to correct or supplement prior information, confirming that there are no undisclosed significant matters and that its operational status is normal [1] - The controlling shareholder did not engage in buying or selling the company's stock during the fluctuation period [1] Group 3: Investment and Risks - In June 2025, the company invested 110 million yuan in Trajectory Chuangguang, holding a 19.30% stake [1] - The company cautioned that the business of Trajectory Chuangguang carries risks but is expected to have a minor impact on the company's performance in 2025 [1]

证券代码：002565 证券简称：顺灏股份 公告编号：2025-063 上海顺灏新材料科技股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动情况介绍 上海顺灏新材料科技股份有限公司（以下简称"公司"）股票（证券简称： 顺灏股份，证券代码：002565）于 2025 年 12 月 3 日、12 月 4 日、12 月 5 日连续 3 个交易日内收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》 的有关规定，属于股票交易异常波动的情形。 二、公司关注、核实情况说明 针对公司股票交易异常波动情况，公司董事会就相关事项进行了自查，并且 通过函件向公司控股股东、实际控制人及其一致行动人就相关事项进行了核实， 现就有关情况说明如下： 1、经自查，截至本公告披露日公司前期所披露的信息，不存在需要更正、补 充之处； 1 2025 年 6 月，公司以 1.1 亿元人民币投资北京轨道辰光科技有限公司（以下 简称"轨道辰光"），持股比例为 19.30%。轨道辰光的主要业务是通过将算力卫 星发射至晨昏轨道，组建太空数 ...

Core Viewpoint - The article highlights the rapid growth and development of China's commercial aerospace sector, driven by recent government initiatives and technological advancements, marking a transition from the cultivation phase to a high-quality development phase [2][3]. Group 1: Market Dynamics - On December 5, 2023, commercial aerospace stocks in the A-share market surged, with notable performances from companies like Aerospace Development, which achieved a 10-day consecutive rise in stock price over 16 days [2]. - The National Space Administration of China released an action plan for the high-quality and safe development of commercial aerospace from 2025 to 2027, integrating commercial aerospace into the national development framework [2][3]. Group 2: Satellite Industry Growth - The global aerospace industry is projected to reach approximately $415 billion in 2024, with the satellite industry contributing around $293 billion [10]. - China's satellite internet market is expected to grow to 648 million yuan in 2024, with a compound annual growth rate exceeding double digits, potentially reaching 151.2 billion yuan by 2030 [10]. Group 3: Technological Advancements - The development of reusable rockets is anticipated to revolutionize China's commercial aerospace sector by significantly reducing launch costs and increasing launch capacity [14]. - The article emphasizes the importance of establishing a stable and continuous satellite constellation network for the sustainable operation of satellite IoT, highlighting the need for multiple orbital planes and large-scale constellations [6]. Group 4: Competitive Landscape - Various countries are launching satellite communication network plans, with notable examples including the Starlink project by SpaceX, which has already deployed over 10,000 satellites out of a planned 42,000 [7][9]. - China has three major satellite constellation plans, including the China Star Network, which aims to deploy a total of 12,920 satellites, but currently has only 116 operational satellites, indicating a significant gap to meet its goals [9]. Group 5: Company Involvement - Several A-share companies are actively involved in the commercial aerospace sector, such as Aerospace Development, which is working on the Tianmu-1 satellite constellation for atmospheric data collection [15][16]. - Companies like Aerospace Electromechanical and others are developing key components and systems for satellite communication and rocket technology, contributing to the overall growth of the industry [16][17].

Market Overview - A-shares experienced slight fluctuations, with the Shanghai Composite Index recovering above 3900 points and the Shenzhen Component Index surpassing 13000 points, reaching a new high in half a month [1] - Weekly trading volume decreased to 8.48 trillion yuan, marking a new low in nearly five months [1] Financing Activities - Margin traders increased their positions by 9.989 billion yuan this week, with the electronics sector receiving over 2.9 billion yuan in net buying [1] - Other sectors such as machinery, non-ferrous metals, defense, automotive, and food and beverage also saw significant net buying, each exceeding 1 billion yuan [1] - The public utilities sector faced net selling of 990 million yuan, with other sectors like power equipment, basic chemicals, and media also experiencing net outflows exceeding 1 billion yuan [1] Sector Performance - The electronics sector attracted over 31.3 billion yuan in net inflows, while machinery and telecommunications sectors received over 29.6 billion yuan and 21.8 billion yuan, respectively [1] - The defense industry saw net inflows of over 21.7 billion yuan, with non-ferrous metals and automotive sectors also exceeding 10 billion yuan [1] - The media sector experienced a net outflow of over 8 billion yuan, with the computer and banking sectors also facing significant outflows [1] Market Trends - The defense and military industry stocks have shown a trend of strengthening after more than three months of consolidation, particularly in the commercial aerospace sector, which has seen active trading and historical highs [1] - The "2025 Satellite Internet Industry Ecosystem Conference" is scheduled for December 4-5, highlighting the growth potential in the satellite launch sector, which has seen a compound annual growth rate of over 27% in the past decade [2] - Global commercial aerospace is experiencing robust growth, driving demand for rocket launches, with recommendations to closely monitor developments in this sector for investment opportunities [2] New Listings - The recent listing of Moer Technology, a leading full-function GPU company, has garnered significant market attention, achieving a first-day increase of over 425%, setting multiple historical records in the A-share market [3] - Investors who subscribed to Moer Technology could see a profit of approximately 243,100 yuan per lot, marking the highest first-day profit for new listings in A-shares [3] Future Market Outlook - The spring market rally is expected to begin between late December and early January, with historical patterns indicating potential trends [3] - Increased liquidity and investment opportunities are anticipated towards the end of this year and early next year, with a focus on sectors like defense, power equipment, and non-bank financials that are expected to improve [3]

Core Insights - The successful launch of the Zhuque-3 rocket marks significant technological breakthroughs in China's commercial space sector, including the first domestic application of a nine-engine parallel liquid oxygen-methane propulsion system and a new reusable rocket design [1] - The establishment of a dedicated Commercial Space Administration by the National Space Administration aims to enhance regulatory efficiency and promote the standardized development of the commercial space industry [1] - China's commercial space market is projected to exceed 2.3 trillion yuan by 2024 and approach 10 trillion yuan by 2030, with an annual growth rate exceeding 22% from 2018 to 2023 [2] Industry Growth and Investment - The commercial space industry in China is experiencing rapid growth, with over 52 financing events in 2024, totaling more than 15 billion yuan, involving over 40 companies [2] - The satellite operation sector has the largest financing scale, accounting for approximately 43% of total financing, followed by rocket manufacturing and satellite manufacturing at 30% and 16%, respectively [4] - The stock market has reacted positively to developments in the commercial space sector, with over 20 companies experiencing significant stock price increases following the Zhuque-3 launch [4] Regional Development - Key provinces such as Beijing, Shanghai, Guangdong, Shandong, Hainan, and Hubei are actively developing commercial space industry clusters, focusing on the entire value chain from research and development to manufacturing and application [6] - Beijing has emerged as a leading hub for commercial space, housing over 70% of the country's commercial rocket companies and possessing the most comprehensive rocket development supply chain [7] - Guangdong is becoming a potential leader in the application of commercial space, with the highest number of related enterprises in the country, totaling 10,400, which represents 11.5% of the national total [7]

此外，A股包装板块走高，昇兴股份、嘉美包装午后直线拉升涨停，合兴包装、顺灏股份此前封板，宏裕包材涨超7%，华源控股、南王科技、珠海中富 等跟涨。 | 包装 | | | --- | --- | | 9697.23 2.26% | | | 基金 成分股 | 资金 な 新闻 | | 全部 龙头股 3日内有涨停 | 连板 连续3日主力净流 | | 名称/代码 | 最新 ◆ 涨幅 ◆ 5日涨幅 ◆ ▶ | | 合兴包装 | 4.72 +10.02% +11.32% | | 002228 | | | 首板 最终涨停10:14 | | | 顺灏股份 | 11.90 +9.98% +48.19% | | 002565 融 | | | 领涨龙头1 6天5板 最终涨停 09:34 | | | 昆兴股份 | 7.19 +9.94% +4.05% | | 002752 | | | 首板 最终涨停13:00 | | 午后，港股百度集团-SW直线拉升，截至发稿，涨超7%。 | 百度集团-SW | | | | | | --- | --- | --- | --- | --- | | ri, Q | < V | 09888 | | | | 1 ...