1月12日早盘，航空航天+卫星导航涨势如虹，天银机电20CM涨停，华力创通、中科星图、航天宏图、 航天环宇等多股涨超10%，中国卫星、海格通信、航天电子携手涨停封板。一键布局商业航天+卫星导 航+低空经济+大飞机的通用航空ETF华宝（159231）场内价格强势上行，现涨8.45%再度刷新上市新 高！资金加速流入，实时净申购1900万份！ | | | | | SHE SE 19 56 159 309 609 E IN JI . 19 SENDER BAM JU MIS IN @ O > | | 12851180000301 | | | | | | | 通用航空ETF华富 正 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | A40 | | | | | | | | | | | | | 159231 | | | 0776 | | | | | | | | 420% | 净值出处 | 5ZSE CNY 11:15:57 QW0 南都(2全部 | PRODUCERS PRODU ...

来源：智通财经 1月12日，同类规模最大的科创创业人工智能ETF永赢(159141)上涨3.50%，成分股中文在线涨超18%， 昆仑万维涨超17%，润泽科技、拓尔思、合合信息等个股跟涨。 | | | | | 科创创业人工智能ETF永赢 | ਐ | | --- | --- | --- | --- | --- | --- | | | | 1.125 +0.038 +3.50% | | 159141 | | | | | SZSE CNY 10:39:24 交易中 查看L2全景 | | | 部/0+ | | 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 成交额 | | 1 | 300364 | 中文在线 | 34.43 | 18.11% | 36.67亿 | | 2 | 300418 | 昆仑万维 | 63.28 | 17.14% | 92.73 Z | | 3 | 300229 | 拓尔思 | 25.56 | 16.02% | 24.34 Z | | 4 | 688568 | 中科星图 | 76.00 | 15.31% | 22.55 Z | | 5 | 300442 | 润泽科技 | 79.90 | 1 ...

华宝国证通用航空产业ETF（159231）成立日期2025年4月18日，最新规模1.02亿。今年以来收益 11.82%，同类排名241/5579；成立以来收益48.7%。 华宝国证通用航空产业ETF（159231）基金经理为张放、曹旭辰。 截至发稿，张放累计任职时间4年350天，现任基金资产总规模26.6亿元，任职期间最佳基金回报 69.79%， 任职期间最差基金回报-23.7%。 1月12日，华力创通涨5.29%，截至发稿，报32.83元/股，成交1.89亿元，换手率1.11%，总市值217.56亿 元。 资料显示，北京华力创通科技股份有限公司位于北京市海淀区东北旺西路8号院乙18号楼，成立日期 2001年6月1日，上市日期2010年1月20日，公司主营业务涉及卫星导航系统应用,雷达模拟测试设备、宽 带信号记录与发生器、通用信号处理平台,机电系统的计算机仿真测试平台以及计算机仿真应用开发仿 真测试等多元化业务;城市轨道交通装备业务。主营业务收入构成为：卫星应用48.32%，机电仿真测试 21.90%，仿真应用集成12.01%，雷达信号处理10.70%，代理及其他5.77%，轨道交通应用1.30%。 从基金十 ...

Group 1: Satellite Industry Overview - The satellite internal structure is divided into satellite platforms and payloads, with platforms providing necessary support for payloads to achieve mission objectives[4] - Effective payloads are the instruments and systems that perform specific tasks on satellites, primarily including antenna subsystems and transponder subsystems for communication satellites[5] - The satellite attitude control system consists of sensors, controllers, and actuators to maintain the satellite's orientation and stability[24] Group 2: Investment Opportunities - Key beneficiaries in the satellite industry include companies involved in attitude control (e.g., Tianyin Electromechanical, Aerospace Zhizhuang) and TR components (e.g., Zhenlei Technology, Chengchang Technology)[5] - The market performance of small-cap indices like the CSI 1000 and CSI 500 has outperformed large-cap indices such as the SSE 50 and CSI 300 this week[6] - New shares listed this week include 1 company on A-shares and 6 companies on the Hong Kong Stock Exchange, indicating a vibrant IPO market[6] Group 3: Market Trends and Recommendations - The report highlights investment themes in smart vehicles and high-end manufacturing, recommending stocks such as Hu Guang Co., Ruihu Mould, and Aopute[7] - The satellite industry is expected to benefit from advancements in low-orbit satellite payloads, particularly in transponders and phased array antennas, which are crucial for communication satellites[70] - The cost structure of low-orbit communication satellites shows that payloads account for approximately 75% of costs, with antennas and TR components being the major contributors[51]

一、当日行情分析 1、市场观察——推动各类中长期资金进一步提高入市规模比例 上周五三大指数震荡走高，沪指突破4100点，两市成交额再度放大，历史第五次突破3万亿，整体依旧维持着价量齐升的强势上涨结构，后市或仍具进一步 冲高动能。所以下周的成交额仍是关键，若能维持温和放大节奏，市场有望延续强势上涨结构。 1月11日，证监会副主席陈华平在参加第30届中国资本市场论坛时表示，将持续完善长钱长投的制度环境，合力推动各类中长期资金进一步提高入市规模比 例；将进一步提升监管执法有效性，持续健全投资者教育服务和保护体系，坚持依法从严监管，突出打大、打恶、打重点，从严惩治各类恶性违法行为。 陈华平发言表示，将持续完善长钱长投的制度环境，合力推动各类中长期资金进一步提高入市规模比例，优化合格境外投资者等制度安排，让各类资金愿意 来，留得住，发展得好。截至去年末，各类中长期资金合计持有A股流通市值约为23万亿元，较年初增长36%；权益类基金规模由去年初的8.4万亿元增长到 11万亿元左右。 2、格陵兰岛争端将如何演绎？ 当地时间2026年1月6日，白宫表示特朗普正在讨论获取格陵兰岛的各种方案，包括可能动用军事手段，其或有推进地缘 ...

数据宝统计，截至14:52，华力创通成交额41.30亿元，创2024年10月22日以来新高。最新股价上涨 7.85%，换手率26.40%。上一交易日该股全天成交额为28.49亿元。（数据宝） （文章来源：证券时报网） ...

Group 1 - The core viewpoint of the news is that Huazhong Technology Co., Ltd. has shown a positive stock performance recently, with a notable increase in revenue and net profit year-on-year [1][2]. - As of January 8, the stock price of Huazhong Technology rose by 2.05% to 28.85 CNY per share, with a trading volume of 1.805 billion CNY and a turnover rate of 12.35% [1]. - The company has a total market capitalization of 19.118 billion CNY, and its stock has experienced a slight decline of 0.21% since the beginning of the year, but has increased by 29.66% over the past 60 days [1]. Group 2 - Huazhong Technology's main business segments include satellite navigation systems (48.32% of revenue), electromechanical simulation testing (21.90%), simulation application integration (12.01%), radar signal processing (10.70%), and urban rail transit equipment (1.30%) [1]. - The company operates in the defense and military industry, specifically in military electronics, and is involved in concepts such as space stations, military-civilian integration, commercial aerospace, and satellite navigation [2]. - For the period from January to September 2025, Huazhong Technology achieved a revenue of 564 million CNY, representing a year-on-year growth of 26.32%, and a net profit attributable to shareholders of 9.388 million CNY, which is a significant increase of 132.60% [2]. Group 3 - Since its A-share listing, Huazhong Technology has distributed a total of 97.8073 million CNY in dividends, but has not paid any dividends in the last three years [3]. - As of September 30, 2025, the top ten circulating shareholders of Huazhong Technology include several ETFs, with notable changes in holdings, such as a decrease in shares held by major shareholders like Guotai Zhongzheng Military Industry ETF and Southern Zhongzheng 1000 ETF [3].

截至2026年1月8日 09:45，中证通用航空主题指数(931855)下跌0.02%。成分股方面涨跌互现，广联航空 (300900)领涨4.65%，西部超导(688122)上涨4.65%，新劲刚(300629)上涨3.59%；北斗星通(002151)领跌 4.68%，中国卫通(601698)下跌4.19%，海格通信(002465)下跌2.83%。通用航空ETF基金(561660)多空胶 着，最新报价1.33元。 通用航空ETF基金紧密跟踪中证通用航空主题指数，中证通用航空主题指数选取50只业务涉及航空材料 及零部件、通航飞行器制造、通航基础设施、通航运营与保障、通航应用等通用航空相关领域的上市公 司证券作为指数样本，反映通用航空主题相关上市公司证券的整体表现。 数据显示，截至2025年12月31日，中证通用航空主题指数(931855)前十大权重股分别为航天电子 (600879)、海格通信(002465)、中国卫通(601698)、中科星图(688568)、北斗星通(002151)、华测导航 (300627)、航天彩虹(002389)、雷科防务(002413)、华力创通(300045)、西部超导(688122 ...

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 002085 | 万丰奥威 | -0.79% | 6.38% | | 600316 | 洪都航空 | -2.99% | 3.88% | | 002389 | 航天彩虹 | -1.40% | 3.85% | | 600038 | 中直股份 | -0.76% | 3.71% | | 688772 | 珠海冠宇 | -0.86% | 3.06% | | 300045 | 华力创通 | -3.68% | 2.94% | | 603308 | 应流股份 | 2.03% | 2.65% | | 688248 | 南网科技 | 1.67% | 2.60% | | 688002 | 睿创微纳 | 1.10% | 2.47% | | 600118 | 中国卫星 | -4.92% | 2.38% | （以上所列股票仅为指数成份股，无特定推荐之意） 开源证券分析指出，中国商业航天正迈入技术迭代与产业落地双轮驱动的新发展阶段，行业增长动能显著增强。 通用航空ETF基金紧密跟踪国证通用航空产业指数，截至2025年12月31日， ...

| 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688523 | 航天环宇 | 1 | -8.82 | 277亿 | 21.60 | | 301517 | 陕西华达 | 1 | -7.11 | 103亿 | -2.40 | | 688568 | 中科星图 | | -6.55 | 468 乙 | -1.86 | | 688333 | 铂力特 | + | -6.26 | 274亿 | -10.36 | | 600118 | 中国内营 | 1 | -5.69 | 1193亿 | 6.29 | | 300762 | 上海潮讯 | 本 | -5.62 | 263亿 | 0.31 | | 688387 | 信科移动-l * | | -5.21 | 410亿 | -6.98 | | 605090 | 九丰能源 | 1 | -5.11 | 296亿 | -2.58 | | 301232 | 飞沃科技 | 1 | -4.39 | 132亿 | 3.91 | | 300342 | 天银机电 * * | | -4.41 | ...