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。 从资金流向上来看，当日航天装备板块主力资金净流出8.06亿元，游资资金净流入3.78亿元，散户资金 净流入4.28亿元。航天装备板块个股资金流向见下表： 证券之星消息，12月19日航天装备板块较上一交易日上涨1.9%，中天火箭领涨。当日上证指数报收于 3890.45，上涨0.36%。深证成指报收于13140.22，上涨0.66%。航天装备板块个股涨跌见下表： ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 格隆汇12月19日｜A股市场商业航天板块继续走强，其中，优机股份涨超18%，信科移动涨超17%，星 辰科技涨超13%，万隆光电涨超11%，航天智装涨超10%，百利电气、腾达科技、国机精工10CM涨 停，西部材料涨超8%，信维通信、广联航空、瑞华泰、隆盛科技、安泰科技、亚信安全、中天火箭涨 超5%。 消息面上，2025年12月至2026年初，中国商业航天将迎来可回收火箭密集首飞期，民营航天企业天兵科 技研制的天龙三号，与航天科技集团八院打造的长征十二号甲相继进入发射倒计时。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920943 | 优机股份 | | 18.62 | 31.05亿 | 88.18 | | 688387 | 信科移动-l 1 | | 17.26 | 362亿 | 77.85 | | 920885 | 星辰科技 | 1 | 13.78 | 51.47亿 | 147.52 | | 300710 | 月隆光电 | 1 | 11.8 ...

12月18日，中天火箭大宗交易成交3.83万股，成交额200.39万元，占当日总成交额的0.36%，成交价 52.32元，较市场收盘价59.5元折价12.07%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-12-18 | 003009 | 中天火箭 | 52.32 | 3.83 | 200.39 中国中金财富证券 | 中国国际金融股份 | | | | | | | 有限公司深圳深业 | 有限公司上海分公 | | | | | | | 上城证券营业部 | 口 | ...

Core Viewpoint - The article discusses the ongoing AI bubble concerns and the impact of various negative news on the AI technology sector, while emphasizing that the fundamental logic and trends of the global AI industry remain unchanged in the long term [2][5]. Group 1: Investment Opportunities in Key Technology Directions - Commercial Space: The "strong nation in space" goal in the 14th Five-Year Plan, along with policies, demand, and technology, creates a robust investment opportunity in commercial space [2][3]. - Demand for low-orbit satellite resources is urgent, with China's GW and Qianfan constellations planning over 10,000 satellites, of which less than 1% are currently in orbit [3]. - The successful launch of the Zhuque-3 and the upcoming Long March 12 rocket are expected to significantly reduce launch costs, which is crucial for satellite networking [3]. Group 2: Specific Technology Areas - Autonomous Driving: The recent approval of L3 autonomous vehicle licenses marks a critical transition from testing to commercialization, with a projected market size of 270 billion for Robotaxi by 2030 [5]. - Nuclear Fusion: While still in the experimental phase, nuclear fusion is recognized as a future key industry, with significant investment opportunities tied to technological breakthroughs [6]. - Artificial Intelligence: The focus has shifted from speculative investments to practical applications, with the 14th Five-Year Plan promoting AI integration across various industries [6][7]. Group 3: Market Dynamics and Trends - The commercial space sector has shown resilience despite recent launch delays, indicating strong market recognition and investment potential [9][11]. - The core logic of commercial space revolves around the urgent need for satellite networking and decreasing costs, with various companies positioned to benefit from this trend [11]. - The article highlights the importance of selecting the right sectors and companies for sustained investment, particularly in the context of the 14th Five-Year Plan's long-term technological focus [15].

12月15日，中天火箭大宗交易成交3.7万股，成交额203.39万元，占当日总成交额的0.18%，成交价54.97 元，较市场收盘价64.52元折价14.8%。 | 权益类证券大宗交易 (协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-12-15 | 003009 | 中天火箭 | 54.97 | 3.70 | 203.39 机构专用 | | 中国国际金融股份 有限公司上海分公 그 | ...

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 | | ...

Investment Rating - The report rates the industry as "Positive" [1] Core Insights - The demand for satellite applications is expected to release, leading to a breakthrough in rocket supply [1] - The construction of low Earth orbit (LEO) satellite constellations is progressing slower than anticipated, resulting in a rapid increase in rocket launch demand [5][19] - The cost of rocket launch capacity is continuously decreasing, and the industry capacity is expanding [4][32] Summary by Sections 1. Low Earth Satellite Communication: Multi-Scenario Applications Leading Industry Growth - Satellite internet is a new type of network that provides broadband internet access globally through a certain number of satellites, enhancing military communication networks and expanding service coverage for ground users [5][10] - The construction of low Earth satellite constellations is facing "frequency occupation and orbit preservation" pressures, with significant demand in China [5][21] 2. Rocket Sector: Demand Explosion, Supply Breakthrough, Moving Towards High Frequency and Low-Cost Commercial Closure - The number of planned satellite launches in China is expected to reach approximately 16,000 over the next five years, leading to a rapid increase in rocket launch frequency from 54 times in 2025 to 860 times in 2030, with a CAGR of 74% [24][25] - By 2029, the demand for space computing in China is projected to correspond to 6,800 rocket launches, with a global total of 15,000 launches [27] - The national team is continuously expanding capacity, and private rocket companies are expected to see concentrated test launches by the end of this year [29][32] 3. Key Industry Chain Targets - The report highlights several key suppliers and potential main manufacturers in the rocket industry, including: - Hangyang Co., Ltd. as a liquid oxygen fuel supplier [38] - Plater Technology as a 3D printing parts supplier for rockets [38] - Aerospace Power as the only listed platform of the Sixth Academy of Aerospace Science and Technology [38]

影响股市利好与利空消息 宏观新闻 1、中共中央政治局委员、国务院副总理何立峰12月9日下午在京会见美国科恩集团高级顾问艾伦。何立 峰表示，中美应不断拉长合作清单，为两国经贸关系打开新的合作空间。 2、日本媒体报道称，由于北京和东京之间的外交争端，中国向日本出口稀土出现延误。外交部发言人 郭嘉昆对此表示，中方主管部门已经多次介绍了稀土相关物项出口管制的工作情况，中方正在依法依规 处理有关问题。 3、美国总统特朗普称将批准向中国出售英伟达H200人工智能芯片，外交部发言人郭嘉昆在昨日主持的 例行记者会上表示，我们注意到有关报道，中方一贯主张中美通过合作实现互利共赢。 4、白宫国家经济委员会主任凯文·哈塞特表示，美联储有"大量降息空间"。当采访者问其这是否意味着 超过25个基点时，哈塞特回答说："没错"。 5、乌克兰总统泽连斯基当地时间12月9日称，已就举行选举做好准备，同时请求美国及欧洲伙伴协助保 障选举安全，乌克兰可在未来60至90天内完成选举相关筹备工作。 行业新闻 1、昨日有消息称"多晶硅平台公司注册"，公司名称为北京光和谦成科技有限责任公司，注册资本30 亿，成立日期为2025年12月9日，公司住所在北京 ...

格隆汇12月9日丨中天火箭(003009.SZ)在互动平台表示，公司是凌空天行的供应商，2025年销售过耐烧 蚀组件产品。 ...