格隆汇1月15日｜中天火箭发布异动公告，公司股票交易价格于2026年1月13日、2026年1月14日、2026 年1月15日连续三个交易日收盘价格跌幅偏离值累计达到21.65%，属于股票交易的异常波动情形。公司 炭/炭热场材料业务受光伏行业竞争加剧影响，市场不及预期，产品销售价格下降，导致该业务板块出 现亏损，对上市公司合并报表影响较大，敬请广大投资者注意风险。 ...

Core Viewpoint - The stock price of Zhongtian Rocket has experienced a significant decline, with a cumulative drop of 21.65% over three consecutive trading days, prompting the company to confirm that there are no undisclosed significant matters affecting the stock price [1] Group 1: Stock Price Movement - The company's stock price fell significantly, with a cumulative decline of 21.65% over three trading days from January 13 to January 15, 2026, indicating abnormal trading activity [1] - The board of directors has verified that there are no corrections or supplements needed for previously disclosed information [1] Group 2: Company Operations - The company has reported that its recent operational conditions and external environment have not undergone significant changes, and production operations are normal [1] - There are no undisclosed significant matters involving the company, its controlling shareholders, or actual controllers that could impact the stock price [1] Group 3: Business Performance - The carbon/carbon heat-resistant materials business is facing challenges due to intensified competition in the photovoltaic industry, leading to lower-than-expected market performance and a decline in product sales prices [1] - This decline in the carbon/carbon heat-resistant materials business has resulted in losses that significantly impact the consolidated financial statements of the listed company [1]

Core Viewpoint - The company's stock experienced an abnormal fluctuation, with a cumulative decline of 21.65% over three consecutive trading days from January 13 to January 15, 2026 [1] Company Information - The company confirmed that there were no corrections or supplementary disclosures to prior information, and no undisclosed significant information affecting the stock price [1] - There have been no major changes in the company's operational or external environment [1] - The company, its controlling shareholders, and actual controllers have not disclosed any significant matters that should have been disclosed [1] Stock Trading Activity - During the period of abnormal fluctuation, there were no stock trading activities by controlling shareholders [1] Industry Context - The company's carbon/carbon heat material business is facing challenges due to increased competition in the photovoltaic industry, prompting a warning for investors to be aware of risks [1]

| 证券代码：003009 | 证券简称：中天火箭 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：127071 | 债券简称：天箭转债 | | 陕西中天火箭技术股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、公司股票异常波动的情况介绍 陕西中天火箭技术股份有限公司（股票简称：中天火箭，股票代码：003009） 交易价格于 2026 年 1 月 13 日、2026 年 1 月 14 日、2026 年 1 月 15 日连续三个 交易日收盘价格跌幅偏离值累计达到 21.65%，属于股票交易的异常波动情形。 二、公司关注并核实的情况 针对公司股票交易异常波动的情况，公司董事会就相关事项进行了核查，现 就有关情况说明如下： （一）公司前期所披露的信息，不存在需要更正、补充之处。 （五）在公司本次股票异常波动期间，公司控股股东、实际控制人及其一致 行动人不存在买卖公司股票的情况。 （六）公司不存在违反公平信息披露规定的情形。 三、是否存在应披露而未披露的说明 公司董事会确认，除上述情况外， ...

中天火箭1月14日交易公开信息 中天火箭今日下跌9.99%，全天换手率11.53%，成交额14.73亿元，振幅8.82%。龙虎榜数据显示，机构 净卖出1662.20万元，深股通净买入4020.01万元，营业部席位合计净卖出2109.72万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 5348.75 | 1328.74 | | 买二 | 华泰证券股份有限公司常熟金沙江路证券营业部 | 3245.23 | 26.64 | | 买三 | 机构专用 | 2206.48 | 921.14 | | 买四 | 国信证券股份有限公司浙江互联网分公司 | 1541.32 | 2229.54 | | 买五 | 中信证券股份有限公司浙江分公司 | 1133.35 | 687.90 | | 卖一 | 国金证券股份有限公司成都双楠路证券营业部 | 4.93 | 3233.69 | | 卖二 | 机构专用 | 0.00 | 2947.55 | | 卖三 | 国信证券股份有限公司浙江互联网分公司 | 1541.32 | ...

商业航天板块持续回调， 中国卫通跌超8%， 中天火箭跌超7%， 中国卫星跌超4%。 ...

Market Overview - A-shares experienced a collective pullback on January 13, with the Shanghai Composite Index ending a 17-day winning streak, closing down 0.64% [1] - The total trading volume in the Shanghai and Shenzhen markets reached a historical high of 3.7 trillion [1] Sector Performance - Significant declines were observed in various sectors, including commercial aerospace, satellite internet, and military industries, with many stocks dropping over 8% [3] - The large aircraft and military sectors also faced downturns, with several stocks hitting the daily limit down [3] - The commercial aerospace index fell by 6.15%, with a net outflow of 230.78 billion [4] Individual Stock Movements - Over 1,600 stocks rose, with more than 70 stocks hitting the daily limit up, while the commercial aerospace sector saw over 60 stocks limit down or drop more than 10% [3] - Specific stocks such as Aerospace Electronics and Beidou Star Communication experienced significant declines, with many stocks in the sector down by nearly 10% [7] Investment Insights - Analysts suggest that the current market sentiment may indicate a nearing peak, with potential for further structural upward trends despite short-term volatility [12] - Key investment strategies include avoiding speculative risks in popular sectors, focusing on policy-driven industries, and maintaining diversified portfolios to balance risk and return [14] - The emphasis is on sectors with strong earnings growth and valuation alignment, particularly in technology manufacturing and innovative healthcare [14]

该研究员指出，涉及商业航天概念的上市公司应当及时准确披露"商业航天业务占比""核心技术成熟度""订单可执行性"等关键信息，降低信息不对称风险， 以防投资者跟风炒作。 南开大学金融学教授田利辉在此前接受媒体采访时也表示，虽然国家已将商业航天列为新的经济增长引擎，其背后的长期战略价值具备坚实支撑，但板块短 期内的暴力拉升，尤其是脱离基本面的普涨，更多是流动性驱动下的主题投机。对于投资者而言，区分真伪显得尤为重要。 天风证券亦在近期研报中强调国内商业航天正处于政策孵化向规模化落地过渡阶段，卫星数据利用率低、下游应用技术与需求脱节、终端门槛高、标准割 裂，多数企业依赖政企客户，大众市场可持续盈利模式尚未成熟。 1月13日，此前持续高热的商业航天概念板块突发剧烈调整，上演"由大涨至大跌"的反转戏码。截至当日9时57分，板块内个股大面积下挫，航天智装 （300455.SZ）、铂力特（688333.SH）、高华科技（688539.SH）、航天南湖（688552.SH）等多股跌幅超10%，航天电子（600879.SH）、北方导航 （600435.SH）、中天火箭（003009.SZ）、航天电器（002025.SZ）等核心标的 ...

Market Overview - On January 13, the commercial aerospace concept stocks experienced a significant decline, with the sector index dropping over 6% [1] - The commercial aerospace index closed at 23,568.27, down 1,530.82 points or 6.10% from the previous close [2] Stock Performance - Several stocks within the commercial aerospace sector hit their daily limit down, including Aerospace Development, Aerospace Science and Technology, China Satellite Communications, Beidou Star, Aerospace Changfeng, and Aerospace Power [1] - Notable declines in individual stocks include: - Aerospace Universe: -16.58% [3] - Aerospace Intelligent Equipment: -13.77% [3] - Sree New Materials: -13.38% [3] - Aerospace Hongtu: -13.05% [3] - Guolian Aviation: -12.52% [3] - Other significant declines include Aerospace Electronics, China Satellite Communications, and Aerospace Longfeng, all down by 10% [4] Risk Announcements - Following the market downturn, multiple commercial aerospace companies issued risk warning announcements, clarifying that their main business does not involve commercial aerospace activities. Companies such as Aerospace Power, Aerospace Engineering, Xinghuan Technology, and Aerospace Changfeng were among those that made these disclosures [5]

Group 1 - Company announced the establishment of a joint venture, Xinjiang Zhongtian Rocket Artificial Weather Modification Technology Co., Ltd., in partnership with Aerospace Rainbow Drone Co., Ltd. [1] - The joint venture has received its business license from the Urumqi High-tech Industrial Development Zone Market Supervision Administration, completing its registration process [1] - The registered capital of the new company is 50 million yuan, and it is classified as a limited liability company [1] Group 2 - The company has triggered the conditional redemption clause for its convertible bonds, "Tianjian Convertible Bonds," as the stock price has met the required threshold [4][12] - The conversion price for the bonds is set at 52.88 yuan per share, and the redemption conditions are based on the stock price being at least 130% of this conversion price for a specified number of trading days [4][12] - The company plans to hold a board meeting to decide on the redemption of the bonds if the conditions are met [12]