Market Overview - A-shares experienced a downward trend with all three major indices declining. The Shanghai Composite Index fell by 0.14%, while the ChiNext Index decreased by 0.04% [24] - As of the midday close on December 2, the Shanghai Composite Index was down 0.55%, the Shenzhen Component Index dropped 0.77%, and the ChiNext Index fell 0.88% [24][25] Sector Performance - Weakness was observed in sectors such as lithium battery electrolyte, CRO, GPU, rare earth permanent magnets, superhard materials, servers, robots, and photolithography machine concepts [24] - Conversely, sectors like cross-strait integration, ice and snow tourism, consumer electronics, and commercial aerospace showed strength [24] Notable Stocks - Fujian local stocks surged, with companies like Zhaobiao Co. and Pingtan Development hitting the daily limit [24] - Pharmaceutical commercial stocks also saw gains, with Renmin Tongtai and Haiwang Biological reaching the daily limit [24] - The commercial aerospace sector remained active, with stocks like Aerospace Development and Tongyu Communication hitting the daily limit [24] Trading Volume and Market Sentiment - Over 4,000 stocks in the Shanghai and Shenzhen markets were in the red, indicating a bearish sentiment, with a trading volume of 1.06 trillion yuan in the morning session [24] - The A-share computing hardware sector showed signs of recovery, with Saiwei Electronics rising over 14% to reach a historical high [32] Index Performance - The Shanghai Composite Index closed at 3892.55 points, down 0.55% [28] - The Shenzhen Component Index closed at 13045.95 points, down 0.77% [2] - The ChiNext Index closed at 3065.15 points, down 0.88% [3] - The CSI 300 Index closed at 4548.78 points, down 0.61% [4] - The STAR 50 Index closed at 1320.98 points, down 1.18% [5] - The CSI 500 Index closed at 7036.99 points, down 0.91% [27] - The CSI 1000 Index closed at 7310.97 points, down 1.03% [6]

今日（12月2日）早间，A股小幅调整，上证指数围绕3900点展开激烈争夺，北证50坚守1400点，深证成指、创业板指、科创50等微幅飘绿。全市场超 4000只个股下跌，成交呈萎缩趋势。 | 代码 | 名称 | | 最新 | 涨幅 | | --- | --- | --- | --- | --- | | 399001 | 深证成指 | | 13045.95 | -0.77% | | 000001 | 上证指数 | 9 | 3892.55 | -0.55% | | 399006 | 创业板指 | | 3065.15 | -0.88% | | 000016 | 上证50 | | 2975.03 | -0.62% | | 000300 | 沪深300 | | 4548.78 | -0.61% | | 000688 | 科创50 | | 1320.97 | -1.18% | | 899050 | 北证50 | . . | 1404.73 | -0.29% | 盘面上，林业、消费电子、房地产服务、石油化工等板块涨幅居前，教育培训、电机制造、能源金属、BC电池等板块跌幅居前。 消费电子新品密集发布 消费电子股早间继续走强，板 ...

Group 1 - The commercial aerospace sector is experiencing significant activity, with companies like Zhaobiao Co., Tongyu Communication, and Aerospace Development seeing stock price increases [1] - The establishment of the Commercial Aerospace Office by the National Space Administration marks the beginning of dedicated regulatory oversight for China's commercial aerospace industry, which is expected to drive high-quality development [1] - The National Space Administration has released the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)," outlining four core objectives for the industry [1] Group 2 - By 2025, the commercial aerospace industry is expected to accelerate, with over 100 satellites in orbit for the GW and Qianfan constellations, and private rocket companies entering the national satellite launch market [1] - The Ministry of Industry and Information Technology will open satellite communication services to operators, promoting consumer-level applications of direct connection technology [1] - From 2026 onwards, commercial aerospace is anticipated to enter a phase of frequent launches, with low Earth orbit satellite internet and the rocket launch industry becoming key beneficiaries [1][2]

在此之前，11月25日，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）》，明确到2027年，商业航天产业生态高效协同，科研生产安全有序，产业规模显著壮大，创 新创造活力显著增强，资源能力实现统筹建设和高效利用，行业治理能力显著提升，基本实现商业航天 高质量发展。 经济观察网 早盘，商业航天概念异动。顺灏股份（002565）涨停，录得3连板；招标股份（301136）3 分钟直线封板，涨幅达20%，航天发展（000547）、通宇通讯（002792）均收获涨停。消息面上， 据"中国运载火箭技术研究院"微信号消息，11月30日，由火箭院抓总研制的我国首艘火箭网系回收海上 平台命名为"领航者"，并成功交付，这标志着火箭院在可重复使用运载火箭技术链条上完成了至关重要 的一环，助推从技术验证到工程应用的跨越。 ...

今日早盘，A股市场震荡调整，前期领涨的AI应用与有色金属板块跌幅居前，拖累三大股指下挫。截至午间休市，上证指数报3892.55 点，跌0.55%；深证成指、创业板指分别下跌0.77%和0.88%。 A股主要股指早盘表现 商业航天概念多股涨停 在此之前，11月25日，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）》，明确到2027年，商业 航天产业生态高效协同，科研生产安全有序，产业规模显著壮大，创新创造活力显著增强，资源能力实现统筹建设和高效利用，行业治 理能力显著提升，基本实现商业航天高质量发展。 冰雪经济概念持续火热 顺灏股份3连板 早盘，商业航天概念异动。顺灏股份涨停，录得3连板；招标股份（301136）3分钟直线封板，涨幅达20%，航天发展、通宇通讯均收获 涨停；亚光科技、雷科防务、星图测控等跟涨。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 301136 | 招标股份 | +20.00 | 19.92 | | 000547 | 航天发展 | +10.03 | 16.35 | | 002792 | 通宇通讯 ...

机构表示，近期流感样病例占比快速爬坡，零售药店板块有望受益。流感病毒的高传染性催生用药刚 需，抗病毒药物(如奥司他韦等)需求提升；退烧药、止咳化痰药等对症品类则随轻症患者自我药疗需求 激增。同时，公众对防护的重视推高口罩、消毒液、免洗凝胶等消杀产品的复购率。 福建板块爆发 2日早盘，A股主要股指回落走低，市场整体疲弱；港股早盘一度冲高，随后震荡下探，恒生科技指数 翻绿。 具体来看，三大股指盘中震荡下探，截至午间收盘，沪指跌0.55%再度失守3900点，创业板指跌 0.88%，科创50指数跌超1%。 场内近4000股飘绿，有色、医药、券商、半导体等板块均走低。保险、煤炭板块逆市拉升；药店零售概 念逆市活跃，人民同泰（600829）、海王生物（000078）等涨停。福建本地股爆发，嘉戎技术 （301148）、海欣食品（002702）、平潭发展（000592）等涨停；消费电子概念延续强势，通宇通讯 （002792）、道明光学（002632）斩获4连板，瑞玛精密（002976）连续3日涨停。值得注意的是，多只 强势股受到资金追捧，连续封板，如金富科技（003018）已斩获7连板，海王生物、海欣食品双双收获5 连板。 ...

通宇通讯封单资金逾10亿元 据证券时报·数据宝统计，今日（12月1日），从收盘涨停板封单量看，今飞凯达(002863)、雷科防务(002413)、通宇通讯(002792)、顺灏股份 (002565)排名前四，依次为47.97万手、40.89万手、40.19万手、40.11万手；梅雁吉祥(600868)、航天发展(000547)、银河电子(002519)等股紧随其 后，封单量均在30万手以上。 从连续涨停天数看，金富科技斩获6连板；*ST亚太实现5连板；海欣食品(002702)、海王生物(000078)完成4连板；通宇通讯、道明光学 (002632)、睿能科技(603933)、*ST国华收获3个连续涨停。 今日26股封单资金超过1亿元。 涨停战场： 今日26股封单资金超过1亿元。通宇通讯、中兴通讯(000063)、航天发展、中国电影(600977)、北京君正(300223)5股封单资金超过4亿元，依次 为10.51亿元、9.4亿元、4.94亿元、4.25亿元、4亿元；阳光乳业、顺灏股份、雷科防务等股随后，封单资金均逾3亿元。 通宇通讯积极拓展卫星通信业务，已形成覆盖"星—地—端"全链条的产品布局，包括卫星通信载 ...

Group 1 - On December 1, a total of 17 companies were investigated by institutions, with 13 companies being surveyed by funds, indicating strong interest in these firms [1] - Tianhua New Energy was the most popular, with 40 funds participating in its survey, followed by Yian Technology and Huadian Technology with 14 and 4 funds respectively [1] - Among the surveyed companies, there were 3 from the Shenzhen Main Board, 9 from the ChiNext Board, and 1 from the Shanghai Main Board [1] Group 2 - The total market capitalization of the surveyed A-shares included 1 company with a market cap over 50 billion yuan and 7 companies with a market cap below 10 billion yuan, such as Huawu Co., Weili Transmission, and Yuehai Feed [1] - In terms of market performance, 11 out of the surveyed stocks increased in the last 5 days, with Tongyu Communication, Henghui Security, and Jiayuan Technology showing the highest gains of 43.97%, 25.35%, and 22.20% respectively [1] - Among the surveyed stocks, 6 experienced net capital inflows in the last 5 days, with Hunan Yuneng receiving the most at 449 million yuan, followed by Tongyu Communication and Tianhua New Energy with net inflows of 437 million yuan and 341 million yuan respectively [1]

（文章来源：每日经济新闻） 每经AI快讯，12月2日，商业航天板块再度拉升，招标股份20%涨停，通宇通讯、航天发展、顺灏股份 此前封板，超捷股份、雷科防务、特发信息跟涨。 ...

Group 1 - The A-share market's commercial aerospace sector shows strong performance, with Zhaobiao Co. hitting the daily limit up of 20% [1] - Aerospace Development, Tongyu Communication, and Shunhao Co. all reached the daily limit up of 10% [1] - Other companies such as Yaguang Technology, Leike Defense, Xingtou Measurement and Control, Chaojie Co., and Lijun Co. saw increases of over 6%, while Changjiang Communication rose over 5% [1]