截至1月8日收盘，军工信息化概念上涨4.20%，位居概念板块涨幅第2，板块内，99股上涨，海兰信、 航天南湖、航天宏图等20%涨停，航天电子、展鹏科技、天箭科技等涨停，臻镭科技、新劲刚、智明达 等涨幅居前，分别上涨15.21%、13.17%、11.49%。跌幅居前的有淳中科技、*ST奥维、纬德信息等，分 别下跌8.91%、4.51%、4.00%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 国产航母 | 4.70 | 金属钴 | -1.62 | | 军工信息化 | 4.20 | 金属镍 | -0.99 | | 太赫兹 | 4.14 | 稀土永磁 | -0.94 | | 中船系 | 3.64 | 期货概念 | -0.94 | | 商业航天 | 3.56 | 金属锌 | -0.92 | | 大飞机 | 3.43 | 金属铜 | -0.80 | | 卫星导航 | 3.41 | EDR概念 | -0.67 | | 军民融合 | 3.35 | 金属铅 | -0.64 | | 脑机接口 | 3.27 | 小金属概念 ...

（文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688680 | 海优新 材 | 15.15 | 7.95 | 41.40 | 45.99 | 11.09 | | 002977 | 天箭科 技 | 10.00 | 24.70 | 34.07 | 37.39 | 9.75 | | 600316 | 洪都航 空 | 7.96 | 4.76 | 35.58 | 38.24 | 7.47 | | 301368 | 丰立智 能 | 14.08 | 19.87 | 65.02 | 69.84 | 7.42 | | 300153 | 科泰电 源 | 8.64 | 18.94 | 31.52 | 33.81 | 7.26 | | 301230 | 泓博医 药 | 7.38 | 9.58 | 32.53 | 34.62 | 6.42 | | 300808 | 久量股 份 | 6.18 | ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.09%, while the Shenzhen Component and ChiNext Index fell by 0.2% and 0.52% respectively [2] - The trading volume reached 4.08 billion hands with a turnover of 7430.76 billion, indicating a slight decrease in trading activity compared to the previous day [3][5] Sector Performance - The semiconductor, aerospace, and humanoid robot sectors saw significant gains, while the financial sector, including securities and insurance, experienced declines [5][6] - The semiconductor sector was particularly strong, with notable increases in the GPU index and individual stocks like Haiguang Information rising over 10% [16][17] Aerospace Sector - The commercial aerospace concept stocks showed strong performance, with several stocks hitting the daily limit up, including Aerospace Electronics and Aerospace Electric [8] - Aerospace Nanhu surged by 14.51%, and other stocks like Aerospace Morning Light and Aerospace Huanyu also saw gains exceeding 6% [9] Humanoid Robot Sector - The humanoid robot sector was active, with stocks like Zhite New Materials and Nanjing Panda hitting the daily limit up [14] - Zhite New Materials recorded a 19.98% increase, reflecting strong investor interest in this segment [15] Semiconductor Sector Details - The semiconductor sector continued its upward trend, with key players like Haiguang Information and Moer Thread seeing significant price increases [16][18] - The market capitalization of Haiguang Information reached 572.9 billion, indicating robust growth potential in this industry [18] News Impact - The upcoming launch of the "Vesta-1" commercial rocket by Xinghe Power Aerospace is expected to boost investor sentiment in the aerospace sector [12] - The recent increase in the registered capital of China Aerospace Technology Group's commercial rocket company by 39.6% signals growth and investment in the aerospace industry [12]

| | 息 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 002529 | *ST海源 | 2.70 | 1.76 | 7.04 | 7.22 | 2.49 | | 688655 | 迅捷兴 | 3.97 | 2.23 | 18.15 | 18.59 | 2.41 | | 688680 | 海优新 | 6.01 | 3.73 | 41.39 | 42.34 | 2.31 | | | 材 | | | | | | | 603318 | 水发燃 气 | 2.72 | 2.95 | 6.65 | 6.79 | 2.18 | | | 中直股 | | | | | | | 600038 | 份 | 2.66 | 1.90 | 37.01 | 37.81 | 2.17 | | 920932 | 科达自 | 2.80 | 3.20 | 21.91 | 22.37 | 2.12 | | | 控 | | | | | | | 300659 | 中孚信 | 2.66 | 4.44 | 15.48 | 15.80 | 2.10 | | | 息 | | | | | | ...

Core Viewpoint - The military sector in A-shares experienced a significant surge following President Trump's proposal to increase the U.S. military budget to $1.5 trillion by 2027, which is a 66% increase from previous levels, aimed at strengthening the military during turbulent times [2][5]. Group 1: Market Reaction - A-shares military stocks saw a broad rally, with the Wind military index rising over 4% by 11:00 AM on January 8, 2023 [3]. - Notable stocks included Shaoyang Hydraulic and Hahong Huaton, both reaching the 20% limit up, while several others like Jianglong Shipbuilding and Dongtu Technology surged over 10% [3][4]. Group 2: Budget Proposal Details - Trump's military budget proposal for 2027 is set at $1.5 trillion (over 100 billion RMB), with the 2026 budget at $901 billion [2][5]. - The proposal is part of a broader strategy to enhance U.S. military capabilities amid perceived global threats [6]. Group 3: Defense Industry Implications - Trump's comments on military spending come alongside threats to defense contractors regarding stock buybacks, indicating a push for reinvestment in military capabilities [7]. - The defense sector in the U.S. saw declines in stock prices for major contractors like Northrop Grumman and Lockheed Martin following Trump's statements [7]. Group 4: Future Outlook - Analysts from Dongfang Securities anticipate a new phase of equipment construction planning, highlighting the potential for growth in the military sector driven by both domestic and international demand [8]. - Guosheng Securities predicts a gradual recovery for the military industry starting in 2026, with an upward trend expected as new five-year plans are implemented [8].

格隆汇1月8日｜A股市场商业航天股大面积涨停，截至半日收盘，邵阳液压20CM涨停，天润科技涨超 18%，泰胜风能涨超13%，和顺电气涨超12%，天力复合涨超10%，中国一重（维权）、巨力索具、盛 洋科技、中衡设计、普利特、江顺科技、天箭科技（维权）、通宇通讯、航天科技、航天电子、九鼎新 材（维权）、华菱线缆10CM涨停。消息面上，星河动力航天将于近期择机实施"谷神星一号海射型(遥 七)"商业运载火箭发射任务，任务代号为"望海潮"。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301079 | 邵阳液压 | 1 | 20.01 | 54.03亿 | 56.91 | | 920564 | 天润科技 | 源 | 18.50 | 24.49亿 | 20.84 | | 300129 | 泰胜风能 | 4→ | 13.81 | 124亿 | 26.86 | | 300141 | 和顺电气 | 新 | 12.48 | 42.29亿 | 30.47 | | 920576 | 天力复合 | 1 | 10.87 | 1 ...

责任编辑：栎树 1月8日，A股市场商业航天股大面积涨停，截至半日收盘，邵阳液压20CM涨停，天润科技涨超18%， 泰胜风能涨超13%，和顺电气涨超12%，天力复合涨超10%，中国一重、巨力索具、盛洋科技、中衡设 计、普利特、江顺科技、天箭科技、通宇通讯、航天科技、航天电子、九鼎新材、华菱线缆10CM涨 停。 股票频道更多独家策划、专家专栏，免费查阅>> 消息面上，星河动力航天将于近期择机实施"谷神星一号海射型(遥七)"商业运载火箭发射任务，任务代 号为"望海潮"。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301079 | 邵阳液压 | 1 | 20.01 | 54.03亿 | 56.91 | | 920564 | 天海科技 | 演 | 18.50 | 24.49 Z | 20.84 | | 300129 | 泰胜风能 | 4 | 13.81 | 124亿 | 26.86 | | 300141 | 和顺电气 | 新 | 12.48 | 42.29 乙 | 30.47 | | 920576 | 天力 ...

军工，突传重磅消息。 今日，A股开盘后，军工股全线爆发，邵阳液压开盘一分钟便斩获20%涨停，中国一重、天箭科技等多只个股 录得10%涨停，江龙船艇、东土科技等大涨超10%。 1月8日，A股开盘后，军工股全线爆发，截至11:00，Wind军工指数大涨超4%，邵阳液压、哈焊华通强势录得 20%涨停，江龙船艇、东土科技、航天南湖大涨超10%，中国一重、航天电器、航天晨光、天箭科技等多只个 股录得10%涨停，北方导航、臻镭科技、天海防务、中航机载、新兴装备等个股跟涨。 | く 気店 | 车工(i) | | | [7 Q | | --- | --- | --- | --- | --- | | | 93649.94 2.57% | | | | | 成份股 | 资金 关联基金 | 必读 | 股吧 | 资讯 | | 全部市场 (426) × | 自选 | 最新(426) × | | 几天 | | ർ મિ | 最新 | 涨幅↓ | | 涨跌 | | 邵阳液压 301079 融 | 49.60 | 20.01% | | 8.27 | | 哈煌幸運 301137 融 | 63.56 | 19.99% | | 10.59 | | ...

| | 材 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 300659 | 中孚信 | 2.40 | 3.13 | 15.47 | 15.76 | 1.84 | | | 息 | | | | | | | 688443 | 智翔金 | 1.89 | 1.48 | 28.69 | 29.17 | 1.66 | | | 泰 | | | | | | | 603318 | 水发燃 | 2.12 | 2.55 | 6.65 | 6.75 | 1.58 | | | 气 | | | | | | | 603220 | 中贝通 | 4.60 | 2.48 | 23.08 | 23.40 | 1.38 | | | 信 | | | | | | | 688655 | 迅捷兴 | 2.91 | 1.35 | 18.15 | 18.40 | 1.37 | | 920504 | 博迅生 | 1.36 | 3.23 | 25.10 | 25.41 | 1.23 | | | 物 | | | | | | | 002986 | 宇新股 | 1.35 | 0.81 | 11.14 | ...

Group 1 - The satellite internet index experienced a significant increase, with constituent stocks showing active performance [1] - Notable stocks such as Aerospace Electric, Aerospace Electronics, and Tianjian Technology reached their daily limit up [1] - Other companies like Electric Science and Technology Chip and Shanghai Huguang saw their shares rise by over 7% [1]