消费电子ETF（159732）跟踪国证消费电子指数，主要投资于业务涉及消费电子产业的50家A股上 市公司，行业主要分布于电子制造、光学光电子等市场关注度较高的主流板块。其场外联接基金为，A 类：018300；C类：018301。 每日经济新闻 （责任编辑：张晓波 ） 1月23日上午，A股三大指数集体上涨，上证指数盘中上涨0.15%，电力设备、有色金属、医药生物 等板块涨幅靠前，家用电器、电子跌幅居前。消费电子个股分化，截至9点48分，消费电子ETF （159732.SZ）下跌0.17%，其成分股信维通信上涨7.19%，全志科技上涨4.21%，协创数据上涨3.66%， 和辉光电上涨2.58%。然而，精测电子、环旭电子等表现不佳，其涨跌幅分别是-4.11%、-4.02%。 消息方面，IDC 最新发布的《全球季度手机跟踪报告 》初步数据显示，2025年第四季度（4Q25） 全球智能手机出货量同比增长2.3%，达到 3.363亿部。尽管受到存储短缺的影响，市场仍在高端机型持 续增 长、折叠屏强劲表现以及消费者对未来涨价预期而提前换机的共同推动下实现增长。2025全年， 全球智能手机出货量达到12.6 亿部，同比+1. ...

| 名称 | 相关 | 醫療校 学院 | | | --- | --- | --- | --- | | 奢创微纳 | 详情 数据 股吧 | 123.31 | 20.00% | | 航宇微 | 详情 数据 股吧 | 23.84 | 17.44% | | 臻墙科技 | 详情 数据 股吧 | 211.16 | 17.35% | | 信维通信 | 详情 数据 股吧 | 92.14 | 13.75% | | 乾脂光电 | 详情 数据 股吧 | 37.03 | 13.45% | | 中科星图 | 详情 数据 股吧 | 84.11 | 12.63% | | 航天环宇 | 详情 数据 股吧 | 71.70 | 11.27% | | 天银机电 | 详情 数据 股吧 | 61.74 | 10.05% | | 久之洋 | 详情 数据 股吧 | 77.04 | 10.01% | | 航天电子 | 详情 数据 股吧 | 31.46 | 10.00% | | 隆火通信 | 详情 数据 股吧 | 41.82 | 9.99% | | 通宇通讯 | 详情 数据 股吧 | 52.17 | 9.99% | | 三维通信 | 详情 数据 股吧 | 1 ...

股票频道更多独家策划、专家专栏，免费查阅>> 1月23日，A股市场商业航天股继续回升，其中，德恩精工涨18%，睿创微纳涨超17%，飞沃科技涨超 16%，流金科技、瑞华泰涨超12%，天合光能涨超11%，太力科技、乾照光电、旋极信息涨超10%，中 超控股、巨力索具10CM涨停，春晖智控涨超9%，上海港湾、信科移动涨超8%，信维通信、金风科 技、西部材料涨超7%。 责任编辑：栎树 消息面上，北京穿越者载人航天科技有限公司在"太空旅游全球发布会"上宣布，演员黄景瑜以009号身 份加入中国首批商业太空旅行阵容，计划于2028年搭乘国产可重复使用载人飞船"穿越者壹号 （CYZ1）"完成亚轨道飞行，全程约2.5小时，穿越100公里卡门线，可体验失重12分钟。同行者包括中 国工程院院士李立浧、探路者创始人王静等20余位精英，黄景瑜为唯一娱乐界代表。飞船配"云感着 陆"系统，票价300万元，预付10%定金并需接受离心机、失重、心理体能等专业训练。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300780 | 德恩精 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300780 | 德恩精工 | 1 | 18.01 | 45.17亿 | 59.75 | | 688002 | 睿创微纳 | 1 | 17.59 | 556亿 | 19.88 | | 301232 | 飞沃科技 | | 16.28 | 164亿 | 29.45 | | 920021 | 流金科技 | | 12.61 | 40.02亿 | 92.71 | | 688323 | 瑞华泰 | + | 12.41 | 43.69亿 | 7.82 | | 688599 | 天合光能 | 1 | 11.01 | 465亿 | 20.00 | | 301595 | 太力科技 | 1 | 10.76 | 66.43 亿 | 25.08 | | 300102 | 乾臘光电 | 1 | 10.63 | 332亿 | 31.02 | | 300324 | 旋极信息 | | 10.25 | 115亿 | 11.54 | | 002471 | 中超控股 | 1 | 10.03 | ...

Market Overview - On January 22, A-shares saw all three major indices rise collectively, with significant gains in sectors such as aerospace, mining, shipbuilding, glass fiber, gas, oil, photovoltaic equipment, coal, and cement [1] - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 10.442 billion yuan, while 14 industries saw net inflows [1] Sector Performance - The telecommunications, defense, and non-bank financial sectors had the highest net inflows, amounting to 7.884 billion yuan, 2.916 billion yuan, and 1.371 billion yuan respectively [1] - In contrast, the electronics, power equipment, non-ferrous metals, and basic chemicals sectors faced the largest net outflows, totaling 7.979 billion yuan, 5.42 billion yuan, 2.773 billion yuan, and 2.077 billion yuan respectively [1] Individual Stock Highlights - A total of 51 stocks received net inflows exceeding 200 million yuan, with nine stocks seeing inflows over 600 million yuan [1] - The top three stocks attracting main fund inflows were New Yisheng, Zhongji Xuchuang, and Tianfu Communication, with net inflows of 2.193 billion yuan, 2.188 billion yuan, and 1.337 billion yuan respectively [1] Earnings Forecast - Tianfu Communication announced an earnings forecast for 2025, expecting a net profit attributable to shareholders of approximately 1.881 billion to 2.15 billion yuan, representing a year-on-year growth of 40% to 60% [2] Tail-End Fund Movements - In the tail-end trading session, the main funds saw a net inflow of 1.797 billion yuan, with the telecommunications sector leading with over 1 billion yuan in inflows [5] - Notable stocks with significant tail-end inflows included China Great Wall, New Yisheng, and Industrial Fulian, each exceeding 200 million yuan [5] Notable Outflows - The robot concept stock Sanhua Intelligent Control experienced a net outflow exceeding 400 million yuan, while other companies like Ningde Times and Tongfu Microelectronics also saw significant outflows [7]

Core Viewpoint - Since 2026, commercial aerospace has become a hot spot in the capital market, with companies like Xinwei Communication experiencing significant stock price increases and market valuation growth due to their involvement in this sector [1][2]. Group 1: Company Overview - Xinwei Communication, founded in April 2006, has grown from a small team to a leading RF component company with a market value exceeding 700 billion yuan as of January 2026 [3][5]. - The founder, Peng Hao, has played a crucial role in the company's growth by seizing opportunities in the electronics industry and expanding into new markets [2][3]. Group 2: Business Expansion - The company started with antenna business and has diversified into connectors, acoustics, metal injection molding (MIM), and RF front-end products, among others [2][8]. - Xinwei Communication has made strategic acquisitions and established new business units to enhance its global presence and product offerings [6][7]. Group 3: Financial Performance - The company's financial performance has shown volatility, with revenue and net profit fluctuations over the past decade, including a decline in both metrics in 2023 [9][12]. - In the first three quarters of 2025, revenue grew by 1.07%, while net profit decreased by 8.77% year-on-year [9]. Group 4: Strategic Focus - Xinwei Communication is focusing on emerging sectors such as commercial satellite communication, smart vehicles, and robotics to drive future growth [11][12]. - The company has established itself as a core supplier in the commercial satellite sector, providing high-frequency connectors and antennas [11]. Group 5: Market Challenges - The company faces challenges in maintaining stable growth amid rapid changes in the consumer electronics industry, which requires quick responses and strong service capabilities [9][12]. - There is uncertainty regarding the revenue contributions from new business areas like satellite communication and smart vehicles, as detailed financial disclosures for these segments have not yet been provided [12].

沪指1月22日上涨0.14%，申万所属行业中，今日上涨的有22个，涨幅居前的行业为建筑材料、国防军 工，涨幅分别为4.09%、3.23%。电子行业今日上涨0.21%。跌幅居前的行业为美容护理、银行，跌幅分 别为0.76%、0.43%。 资金面上看，两市主力资金全天净流出216.12亿元，今日有12个行业主力资金净流入，通信行业主力资 金净流入规模居首，该行业今日上涨2.83%，全天净流入资金80.19亿元，其次是国防军工行业，日涨幅 为3.23%，净流入资金为57.13亿元。 主力资金净流出的行业有19个，电子行业主力资金净流出规模居首，全天净流出资金132.06亿元，其次 是电力设备行业，净流出资金为72.06亿元，净流出资金较多的还有有色金属、汽车、医药生物等行 业。 电子行业今日上涨0.21%，全天主力资金净流出132.06亿元，该行业所属的个股共476只，今日上涨的有 238只，涨停的有11只；下跌的有234只。以资金流向数据进行统计，该行业资金净流入的个股有179 只，其中，净流入资金超亿元的有26只，净流入资金居首的是工业富联，今日净流入资金14.69亿元， 紧随其后的是信维通信、鹏鼎控股，净流入 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000021 | 深村技 | 31.51 | -3.46% | 195.95万 | 62.34亿 | | 301383 | 天键股份 | 35.07 | -3.39% | 3.78万 | 1.33亿 | | 688210 | 统联信密 | 53.46 | -3.19% | 4.37万 | 2.35 Z | | 603296 | 华勤技术 | 89.90 | -2.72% | 18.12万 | 16.38亿 | | 688775 | 影石创新 | 239.86 | -2.51% | 1.74万 | 4.20亿 | | 300115 | 长盈精密 | 40.49 | -2.25% | 59.30万 | 24.14亿 | | 301626 | 苏州天脉 | 180.36 | -2.23% | 1.10万 | 266"T | | 301491 | 汉桑科技 | 59.53 | -2.06% | 1.43万 | 8588.73万 | | 300433 | 臨 ...

Group 1 - The core viewpoint of the news highlights the positive developments in the commercial aerospace sector, with multiple companies making progress towards IPOs and significant advancements in rocket launch capabilities [1] - Five key enterprises focused on launch vehicles are now actively pursuing the title of "first commercial aerospace stock," indicating a competitive landscape in the industry [1] - The investment opportunities in commercial aerospace can be categorized into three main tracks: the first focuses on launch and manufacturing, the second on core components and systems, and the third on downstream applications and operational services [1] Group 2 - As of January 22, 2026, the China Satellite Industry Index (931594) has seen a strong increase of 3.92%, with notable gains in constituent stocks such as XW Communication (up 10.64%) and China Satcom (up 7.89%) [2] - The Satellite ETF Penghua (563790) closely tracks the China Satellite Industry Index, which includes 50 companies involved in satellite manufacturing, launching, communication, navigation, and remote sensing [2] - By December 31, 2025, the top ten weighted stocks in the China Satellite Industry Index accounted for 63.64% of the index, indicating a concentration of investment in key players like China Satellite and Aerospace Electronics [2]

转自：智通财经 【声明：智通财经从未发布所谓"信维通信与埃隆·马斯克旗下SpaceX公司签署规模约100亿美元超级合 同"相关报道】智通财经1月22日电，今日，智通财经接到多起举报和反映，称有不法分子冒用"智通财 经"名义炮制一篇所谓"深圳信维通信股份有限公司已与埃隆·马斯克旗下太空探索技术公司(SpaceX)签署 了一项长期的、规模高达约100亿美元(约合人民币720亿元)的超级合同"的文章，并在互联网上传播， 该文章署名为"苏华"。 对此，智通财经郑重声明：我社从未发布这一不实消息，更没有名为"苏华"的 记者，上述谣言已严重侵犯我社声誉，并且违反国家法律法规，我社将采取法律手段追究其责任，请大 家不信谣不传谣。在此提醒投资者，智通财经电报在朋友圈转发都会附有唯一的二维码，可以通过扫码 查看原文。 ...