格隆汇12月25日丨航天智装(300455.SZ)在投资者互动平台表示，公司暂未直接参与梦舟一号相关任务 的技术支持或设备供应。 ...

格隆汇12月24日丨航天智装(300455.SZ)在互动平台表示，公司间接参与了部分相关星座建设的配套工 作，目前公司芯片产品主要集中在宇航级处理器、存储芯片，没有星载算力芯片产品。 ...

格隆汇12月24日丨航天智装(300455.SZ)在互动平台表示，公司间接参与了部分相关星座建设的配套工 作，目前公司芯片产品主要集中在宇航级处理器、存储芯片，没有星载算力芯片产品。 ...

格隆汇12月24日丨航天智装(300455.SZ)在投资者互动平台表示，公司的宇航级处理器和微系统可以作 为控制部组件核心芯片。 ...

Group 1 - The core point of the news is that Aerospace Intelligent Equipment experienced a decline of 5.09% in stock price, reaching 25.91 yuan per share, with a trading volume of 662 million yuan and a turnover rate of 3.49%, resulting in a total market capitalization of 18.597 billion yuan [1] - Aerospace Intelligent Equipment, established on September 4, 2007, and listed on May 15, 2015, is based in Haidian District, Beijing. The company's main business includes safety detection and maintenance systems for railway vehicles, intelligent testing and simulation systems, and automation equipment for the nuclear industry and special environments [1] - The revenue composition of Aerospace Intelligent Equipment is as follows: 51.56% from nuclear industry and special environment intelligent equipment systems, 30.33% from intelligent testing and simulation systems and micro-system control components, and 22.84% from railway vehicle safety detection and maintenance systems [1] Group 2 - From the perspective of the top ten circulating shareholders, E Fund's ETF, the E Fund National Robot Industry ETF (159530), entered the top ten shareholders in the third quarter, holding 11.4152 million shares, which accounts for 1.61% of the circulating shares. The estimated floating loss today is approximately 15.8671 million yuan [2] - The E Fund National Robot Industry ETF (159530) was established on January 10, 2024, with a latest scale of 13.315 billion yuan. Year-to-date returns are 25.21%, ranking 2065 out of 4197 in its category; the one-year return is 18.88%, ranking 2676 out of 4154; and since inception, the return is 45.26% [2] Group 3 - The fund managers of the E Fund National Robot Industry ETF (159530) are Li Shujian and Li Xu. As of the report, Li Shujian has a tenure of 2 years and 107 days, with a total fund asset size of 19.758 billion yuan, achieving a best fund return of 105.96% and a worst return of -10.8% during his tenure [3] - Li Xu has a tenure of 3 years and 29 days, with a total fund asset size of 26.712 billion yuan, achieving a best fund return of 127.45% and a worst return of -3.58% during his tenure [3]

每经AI快讯，12月19日，商业航天概念延续强势，广联航空、瑞华泰、优机股份涨超10%，国机精工、 航天智装、通宇通讯、西部材料涨超7%。 ...

Core Viewpoint - The commercial aerospace sector is experiencing a resurgence, with the satellite ETF (159206) seeing significant gains, driven by key stocks in the industry [1][4]. Group 1: Market Performance - On December 19, the satellite ETF (159206) rose nearly 3% during trading, closing up 1.14% at 10:26 AM, with leading stocks including Xinke Mobile (688387), Aerospace Zhizhuang (300455), China Satellite (600118), and Longsheng Technology (300680) [1]. - The latest scale of the satellite ETF reached 3.186 billion yuan, marking a new high since its inception [3]. - The satellite ETF's share count reached 2.274 billion shares, also a record high since its establishment [4]. Group 2: Fund Inflows - Over the past 10 days, the satellite ETF has attracted over 1 billion yuan in net inflows [4]. Group 3: Industry Trends - The rapid development of the artificial intelligence industry is leading major U.S. tech companies to consider relocating data centers to space, as traditional data centers consume approximately 4.4% of U.S. electricity, projected to rise to 12% by 2028 [6]. - Companies like Starcloud, supported by Nvidia, have successfully trained AI models in orbit, while Blue Origin, founded by Jeff Bezos, is secretly developing orbital data centers, validating the feasibility of "space AI" [7]. - The low Earth orbit satellite constellation has become a new battleground for major powers, with the satellite industry market space targeting trillions, and the entire satellite industry chain is expected to transition from the "investment incubation period" to the "profit realization period" [7]. - The satellite ETF (159206) focuses on commercial aerospace and satellite communications, poised for significant growth under the "aerospace power" backdrop, being the first satellite ETF in the market [7].

机器人ETF鹏华紧密跟踪国证机器人产业指数，国证机器人产业指数反映沪深北交易所机器人产业相关 上市公司的证券价格变化情况。 数据显示，截至2025年11月28日，国证机器人产业指数(980022)前十大权重股分别为双环传动 (002472)、科沃斯(603486)、绿的谐波(688017)、机器人(300024)、石头科技(688169)、拓普集团 (601689)、埃斯顿(002747)、中信重工(601608)、鸣志电器(603728)、汇川技术(300124)，前十大权重股 合计占比40.47%。 机器人ETF鹏华(159278)，场外联接(A：025698；C：025699；I：025700)。 规模方面，截至2025年12月18日，机器人ETF鹏华近1周规模增长1617.88万元。份额方面，机器人ETF 鹏华最新份额达11.04亿份，创成立以来新高。从资金净流入方面来看，机器人ETF鹏华近3天获得连续 资金净流入，合计"吸金"5784.12万元。 消息面方面，12月18日，知名艺人演唱会在成都举行，上演全球首个机器人舞台秀。 华安证券指出，近日宇树科技正式宣布上线人形机器人应用商店（AppStore ...

12月19日，商业航天概念继续躁，军工板块再度领市上涨！ 高人气军工核心标的——军工ETF华宝（512810）快速冲上2%，价格创近3个月新高！ 商业航天相关成份股领涨，航天智装一度暴拉逾10%，中国卫星涨超8%，铂力特、中科星图、臻镭科技3股股价续创历史新高！ 就配置工具而言，认准代码有"八一"的军工ETF华宝（512810）（原国防军工ETF）。该ETF覆盖『商业航天 +可控核聚变+ 低空经济+ 大飞机 + 深海科技 + 军用AI』等诸多热门主题，同时是融资融券+互联互通标的，是一键投资军工核心资产的高效工具。 数据来源：沪深交易所等。 风险提示：军工ETF华宝被动跟踪中证军工指数，该指数基日为2004.12.31，发布于2013.12.26。文中提及个股仅为指数成份股客观展示列举， 不作为任何个股推荐，不代表基金管理人和基金投资方向。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任 何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的 投资建议，本公司亦不对因使用本文内容所引发的直接或间接损失负任何责任。投资 ...

编辑 ｜ 钉钉 | 代码 | 名称 | 涨幅 % v | 现价 | | --- | --- | --- | --- | | 300446 | 航天智造 | +19.05% | 26.87 | | 920943 | 优机股份 | +17.11% | 30.19 | | 688387 | 信科移 ... | +17.26% | 10.60 | | 300900 | 广联航空 | +11.28% | 27.13 | | 920885 | 星辰科技 | +10.12% | 29.16 | | 300455 | 航天智装 | +10.22% | 28.68 | | 603679 | 华体科技 | +10.03% | 19.31 | | 002639 | 雪人集团 | +10.01% | 20.34 | | 002046 | 国机精工 | +9.99% | 39.63 | | 002204 | 大连重工 | +9.48% | 7.85 | | 600468 | 百利电气 | +9.24% | 7.09 | | 002149 | 西部材料 | +9.54% | 37.56 | | 601106 | 中国一重 | +9.20 ...