| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 | 国联民生证券股份有限公司宁波分公司 | 31次 35.48% 2 | 23.99 | 0.01% | | 2 | 深股通专用 | 697次 44.48% | 11280.37 | 3.54% | | 3 | 机构专用 | 1539次 41.26% | 4479.89 | 1.41% | | 4 | 国信证券股份有限公司浙江互联网分公司 | 413次 31.48% | 1269.79 | 0.40% | | 5 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 554次 29.78% | 1312.35 | 0.41% | | | (买入前5名与卖出前5名)总合计: | | 52051.33 | 16.33% | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | | 中国银河证券股份有限公司大连黄河路证券营业部 | 31次 67.74% 2 | 22749.56 ...

【振幅大】 -今日A股共有6只个股振幅超过20%； -科强股份、天力复合等个股振幅居前； -雷科防务、三维通信、通宇通讯、海马汽车、东方日升主力资金净流入规模居前，分别净流入14.11亿 元、7.08亿元、5.90亿元、5.31亿元、5.30亿元； -长盈精密、立讯精密、阳光电源、航天发展、三花智控主力资金净流出规模居前，分别净流出14.62亿 元、13.27亿元、10.27亿元、7.93亿元、7.22亿元。 -中国铀业、龙洲股份等个股换手率居前； 【主力资金】 -主力资金今日净流入国防军工、商贸零售、食品饮料等板块，净流出电子、有色金属等板块； 【换手率高】 -今日A股共21只个股换手率超30%； ...

通宇通讯今日涨停，全天换手率30.36%，成交额31.87亿元，振幅4.95%。龙虎榜数据显示，机构净买入 1598.13万元，深股通净买入380.23万元，营业部席位合计净卖出1.09亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.77%上榜，机构专用席位净买入1598.13万元，深 股通净买入380.23万元。 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11.30亿元，其中，买入成交额为5.21亿 元，卖出成交额为6.09亿元，合计净卖出8895.30万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买五、卖三，买入金额4479.89万元， 卖出金额2881.76万元，合计净买入1598.13万元，深股通为第二大买入营业部及第二大卖出营业部，买 入金额为1.13亿元，卖出金额为1.09亿元，合计净买入380.23万元。 资金流向方面，今日该股主力资金净流入6.24亿元，其中，特大单净流入5.76亿元，大单资金净流入 4725.17万元。近5日主力资金净流入1.72亿元。 融资融券数据显示，该股最新（12月12日）两融余额为8.35亿元，其中，融资余额为8.34亿元， ...

通宇通讯今日涨10.00%，成交额31.87亿元，换手率30.36%，盘后龙虎榜数据显示，深股通专用席位买 入1.13亿元并卖出1.09亿元，1家机构专用席位净买入1598.13万元。陈小群席位净买入2.27亿元。 ...

格隆汇12月15日｜A股市场商业航天股再度集体爆发，截至半日收盘，天力复合涨17%，西测测试涨超 14%，瑞华泰、陕西华达涨超10%，雷科防务(002413)、航天电子(600879)、通宇通讯(002792)、中超控 股(002471)、华菱线缆、三维通信10CM涨停，飞沃科技涨超9%，钢研高纳(300034)涨超8%，中天火 箭、斯瑞新材、航天智装、上海瀚讯(300762)涨超6%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | ਹੈ | 17.03 | 77.57亿 | 244.94 | | 301306 | 西测测试 | 1 | 14.60 | 76.07亿 | 141.18 | | 688323 | 瑞华泰 | 1 | 10.55 | 36.22 Z | 63.71 | | 301517 | 陕西华达 | 1 | 10.07 | 106亿 | 81.30 | | 002413 | 雷科防务 | 1 | 10.03 | 131亿 | 128.90 | | 600 ...

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 1 | 17.03 | 77.57亿 | 244.94 | | 301306 | 西测试 | 1 | 14.60 | 76.07亿 | 141.18 | | 688323 | 瑞华泰 | 1 | 10.55 | 36.22 乙 | 63.71 | | 301517 | 陕西华达 | 1 | 10.07 | 106亿 | 81.30 | | 002413 | 雷科防务 | 1 | 10.03 | 131亿 | 128.90 | | 600879 | 航天电子 | 第 | 10.01 | 522亿 | 77.56 | | 002792 | 通宇通讯 | 1 | 10.00 | 168亿 | 115.41 | | 002471 | 中超控股 | 1 | 9.98 | 79.94亿 | 113.92 | | 001208 | 华蒙线缆 | 1 | 9.98 | 115亿 | 98.93 | | ...

Core Insights - The A-share commercial aerospace sector continues to show strong upward momentum, characterized by a "continuous board leading the rise, blooming at multiple points" pattern, establishing itself as a key focus in the new productivity landscape [1] - The establishment of a national-level regulatory body for commercial aerospace marks a transition from a "policy cultivation period" to a "regulated development period," which is expected to optimize approval processes and reduce institutional transaction costs for enterprises [1][2] - The commercial aerospace market in China has surpassed 2.8 trillion yuan in 2025, with projections to reach 7.8 trillion yuan by 2030, driven primarily by satellite application services [2] Market Dynamics - The commercial aerospace sector is experiencing a significant influx of capital, with policies from the China Securities Regulatory Commission supporting the listing of commercial aerospace companies on the Sci-Tech Innovation Board, and several private aerospace firms entering the IPO guidance phase [2] - Local governments are establishing specialized funds for commercial aerospace, with a total scale exceeding 50 billion yuan, providing substantial financial support for industry development [2] Benefiting Sectors - The aerospace materials sector is benefiting from the urgent demand for high-end materials in rocket and satellite manufacturing, with companies like Western Materials and Tai Steel seeing significant order growth [3] - The satellite communication and measurement control sector is experiencing explosive demand due to the dense networking of low-orbit constellations, with companies like Leike Defense and Tongyu Communication reporting doubled orders [3] - The aerospace electronics and components sector is reliant on core electronic components for precision manufacturing, with companies like Keda Guokai and Zhenyou Technology entering mainstream supply chains, anticipating over 40% revenue growth in 2025 [3]

Group 1 - The commercial aerospace sector is experiencing significant growth, driven by government policy support and technological advancements, with companies like Zhongchao Holdings and Hualing Cable seeing substantial stock price increases [1] - SpaceX, under Elon Musk, has confirmed plans for a potential IPO in 2026, aiming for an $800 billion valuation through internal share sales [1] - CITIC Securities highlights that the commercial aerospace industry is entering a new era, with key areas including remote sensing, satellite control systems, and space computing [1][2] Group 2 - The Chinese government has set ambitious goals for building a strong aerospace nation, emphasizing the encouragement of commercial aerospace development during the 14th Five-Year Plan [2] - The establishment of the Commercial Aerospace Department by the National Space Administration in 2025 aims to enhance the industry's scale, efficiency, and safety by 2027 [2] - The commercial aerospace sector is expected to evolve from infrastructure development to regulatory frameworks and exploration of frontier fields in the upcoming 15th Five-Year Plan [2] Group 3 - The remote sensing industry is a primary focus within commercial aerospace due to its broad application scenarios and tangible economic value [3] - The demand for satellite intelligent flight control technology is anticipated to rise significantly, driven by the increasing complexity of low Earth orbit satellite constellations [3] - CAE technology plays a crucial role throughout the lifecycle of satellites, rockets, and probes, particularly in design and testing phases [3] Group 4 - Space computing is emerging as a new application area, complementing ground-based computing capabilities and addressing challenges related to energy consumption and resource allocation [4] - Elon Musk's vision includes the establishment of 100GW space AI data centers, which he believes represent the most cost-effective path for large-scale AI operations [4] - Google's Project Suncatcher aims to deploy satellites equipped with TPUs for in-orbit experiments, highlighting the potential of space-based computing solutions [4]

12月13日9时08分，快舟十一号遥八运载火箭在酒泉卫星发射中心发射升空，将迪迩五号空间试验 器、希望五号二期卫星顺利送入轨道，飞行试验任务获得成功。 12月15日，商业航天概念持续走高。截至发稿，科强股份30%涨停， 天力复合涨超20%。 航天电 子、长城电工、抚顺特钢、通宇通讯、三维通信等超10股涨停。 | -43 41 - F | | 一级行业(含细分) 1 一级概念(含细分) 4 ) 9 | | | --- | --- | --- | --- | | 代码 | 名称 | 涨幅量 | 现价 | | 920665 | 科强股份 | 29.97% | 19.95 | | 920576 | 天力复合 | 20.46% | 73.30 | | 301306 | 西测测试 | 20.00% | 94.38 | | 300423 | 异挥科技 | 17.19% | 10.01 | | 688418 | 震有科技 | 15.93% | 41.11 | | 920098 | 科隆新材 | 13.27% | 33.99 | | 301232 | 沃科技 | 11.74% | 122.48 | | 688323 | 瑞华泰 ...

Core Viewpoint - The commercial aerospace sector continues to strengthen, with multiple companies experiencing significant stock performance increases [1] Group 1: Company Performance - Zhongchao Holdings, Hualing Cable, and Changcheng Electric have achieved consecutive stock gains, with Zhongchao Holdings and Hualing Cable recording three consecutive increases [1] - Longcheng Electric has seen two consecutive stock gains [1] - Companies such as Leike Defense, Taigang Stainless Steel, Fushun Special Steel, and Tongyu Communication have reached their daily price limits [1] - Keda Guochuang, Zhenyou Technology, Kelon New Materials, and Ruihua Tai have all increased by over 10% [1] - Other companies like Jiuzhiyang, Woge Optoelectronics, Youji Co., Laisai Laser, and Kanda New Materials have also shown upward trends [1]