据天眼查APP显示，北京新雷能科技股份有限公司成立于1997年06月11日，注册资本54249.8469万人民 币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至14:09，新雷能成交额20.48亿元，创上市以来新高。最新股价上涨0.50%，换手率 15.01%。上一交易日该股全天成交额为18.30亿元。 ...

Core Viewpoint - As of December 24, a total of 136 stocks in the Shanghai and Shenzhen markets have experienced net buying through financing for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Notable Financing Net Inflows - The stock with the longest consecutive net buying days is Innotek, which has seen net buying for 12 consecutive trading days [1] - Other stocks with significant consecutive net buying days include China Mobile, New Ray Energy, Industrial Fulian, High德 Infrared, Stellar Technology, Lakala, Bomin Electronics, and YK Medical [1]

资金流向方面，今日该股主力资金净流入3.10亿元，其中，特大单净流入3.69亿元，大单资金净流出 5866.25万元。近5日主力资金净流入2.44亿元。 融资融券数据显示，该股最新（12月23日）两融余额为5.35亿元，其中，融资余额为5.33亿元，融券余 额为211.68万元。近5日融资余额合计增加6509.19万元，增幅为13.92%，融券余额合计减少40.39万元， 降幅16.02%。（数据宝） 新雷能12月24日交易公开信息 | 买/卖 | | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | --- | | 买一 | 机构专用 | | 4981.62 | 833.28 | | 买二 | 机构专用 | | 4753.48 | 3174.21 | | 买三 | 深股通专用 | | 4457.45 | 5894.54 | | 买四 | 机构专用 | | 4058.77 | 1535.24 | | 买五 | 机构专用 | | 3385.89 | 3278.30 | | 卖一 | 深股通专用 | | 4457.45 | 5894.54 | | ...

（文章来源：21世纪经济报道） 消息面上，2025第三届商业航天发展大会暨第四届中关村商业航天大会于12月24日在北京召开。大会聚 焦三大核心：一是解读国家商业航天最新政策导向，二是研讨关键技术联合攻关与产业生态建设路径， 三是搭建"政产学研用"协同对接平台。 开源证券认为，对标猎鹰9号火箭的发射价格及发射频次，2030年中国有望实现年发射100次、单次成本 约1亿元水平，火箭发射及卫星制造年产值有望达到850亿元，看好在商业火箭、卫星载荷和下游应用三 方面的标的。 12月24日，A股三大指数今日集体上涨。板块上，商业航天掀起涨停潮，截至收盘共有29股涨停。其 中，新劲刚、有研粉材、新雷能、超捷股份、瑞华泰、谱尼测试6股20cm涨停，神剑股份5天5板。 ...

Core Viewpoint - The other power equipment sector experienced a significant increase of 3.7% on December 24, with Xinle Energy leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3940.95, up by 0.53%, while the Shenzhen Component Index closed at 13486.42, up by 0.88% [1]. - Notable stocks in the other power equipment sector included: - Xinfu Energy (300593) with a closing price of 30.24, up by 20.00% and a trading volume of 632,300 shares, totaling a transaction value of 1.83 billion [1]. - Zhongheng Electric (002364) closed at 27.67, up by 10.02% with a trading volume of 547,300 shares [1]. - Jinshi Technology (002951) closed at 15.29, up by 10.00% with a transaction value of 209 million [1]. Group 2: Capital Flow - The other power equipment sector saw a net inflow of 1.933 billion in main funds, while retail investors experienced a net outflow of 762 million [2]. - The capital flow for key stocks included: - Maigemit (002851) had a main fund net inflow of 460 million, but retail funds saw a net outflow of 189 million [3]. - Zhongheng Electric (002364) had a main fund net inflow of 401 million, with retail funds experiencing a net outflow of 210 million [3]. - Shanghai Electric (601727) recorded a main fund net inflow of 83.28 million, while retail funds had a net outflow of 21.53 million [3].

Market Overview - The A-share market closed with the Shanghai Composite Index up 0.53%, Shenzhen Component Index up 0.88%, and ChiNext Index up 0.77%. The total market turnover was 1,897.2 billion yuan, a decrease of 24.1 billion yuan from the previous day. Over 4,100 stocks in the market rose [2]. Silver Fund Surge - The domestic silver fund, Guotou Silver LOF, experienced a continuous three-day limit-up with a premium of 68.16%. The price of silver has surged by 150.07% year-to-date, leading to significant interest in this fund [5][6]. - The fund's management has issued 12 premium risk warning announcements since December, attempting to cool down the market due to the high premium [6][8]. - Investors are engaging in arbitrage operations, but the LOF's arbitrage mechanism faces multiple restrictions, including strict subscription limits and T+2 transfer processes, which may pose risks [7]. Commercial Aerospace Sector - The commercial aerospace sector saw a significant surge, with multiple stocks hitting the daily limit. Key events include the upcoming 2025 Commercial Aerospace Development Conference and the successful maiden flight of the Long March 12 rocket [10][12][13]. Semiconductor Tariff Delay - The semiconductor sector rose by 1.95%, with several stocks increasing over 10%. The U.S. government announced a delay in the planned tariff increase on Chinese semiconductor products until June 2027, maintaining the current tax rate at 0% [14][18].

格隆汇12月24日｜新雷能今日涨20.00%，成交额18.30亿元，换手率14.04%，盘后龙虎榜数据显示，深 股通专用席位买入4457.45万元并卖出5894.54万元，4家机构专用席位净买入8358.73万元。 ...

Core Viewpoint - The commercial aerospace and satellite navigation sectors have shown significant strength, with the China Satellite Industry Index rising by 5.01% as of 13:46 on December 24, driven by strong performances from stocks like Newray, China Satellite, and Guoji Precision Engineering, which hit the daily limit up [1] Group 1: Industry Performance - The Long March 12A rocket successfully completed its mission at the Jiuquan Satellite Launch Center, achieving a record of "nine launches, nine successes" and establishing a routine of monthly launches with dual-position launch capabilities [1] - As of December 23, China has completed nearly 90 launches this year, setting a historical record, with a notable increase in the proportion of commercial launches and high-density launches from sites in Hainan and Shandong [1] Group 2: Future Outlook - According to Open Source Securities, the reduction in launch costs and the enhancement of in-orbit computing power are expected to create a "more launches, more savings" scenario, leading to a transformative industry change with scalable commercial value in the commercial aerospace sector [1] - The China Satellite Industry Index includes 50 listed companies across satellite manufacturing, launching, and application sectors, characterized by a high proportion of application end, high concentration of leading companies, and comprehensive industry chain coverage, aligning with long-term industry development trends [1] - The E Fund Satellite ETF (563530) tracks this index, providing investors with a convenient way to capitalize on investment opportunities in the sector [1]

昨天长征十二号甲首飞，一级火箭回收没成。有人觉得是"不及预期"，但今天板块直接强势回升，卫星产业ETF（159218）大涨4.77%，中国卫星、新雷能 等多只成分股涨停。 观察ETF权重股中国卫星的日线图，会发现今天一根放量长阳直接反包前一日调整，形成经典的"阳包阴"看涨结构，股价强势突破。 卫星产业ETF(159218)也是，明显的大阳线反包，昨日的回踩恰好跌过10日均线，今天随即拉出标志性大阳线，这往往是强趋势延续的中继信号。 这个ETF自12月以来形成了清晰的上升通道，每次回踩通道下轨或重要均线，如10日、20日均线都获得支撑，堪称强趋势中教科书级别的入场点和加仓机 会。 昨日尽管市场调整，卫星产业ETF（159218）却出现了历史新高的成交额、近4.3亿元，同时获得超过1.2亿元的净申购。这种"放量抗跌"的现象，在技术分 析中被称为"吸筹特征"——即在大盘不稳时，长期资金借机入场收集筹码。 今天板块整体上涨时，ETF成交量继续配合放大，形成"价升量增"的健康态势。尤其龙头权重股中国卫星的涨停板上，封单坚决且抛压有限，显示出资金对 该位置的认可度极高。 【如何看待长征十二号甲一级火箭回收失败？】 其实我 ...

Core Insights - The A-share commercial aerospace sector has experienced a significant surge, with nearly 20 stocks hitting the daily limit up, indicating a strong market reaction to upcoming events in the industry [1][2] - The 2025 Third Commercial Aerospace Development Conference is set to take place on December 24, 2025, in Beijing, marking a critical period for the commercial aerospace sector [2][3] - The commercial aerospace industry in China is entering a new phase of rapid development, with a projected market size reaching between 7 trillion to 10 trillion yuan by 2030, reflecting a compound annual growth rate of approximately 22% from 2015 to 2024 [4][6] Industry Developments - The commercial aerospace sector is witnessing a transformation from government-led initiatives to market-driven operations, with a focus on optimizing resource allocation for profit [5] - The number of commercial aerospace companies in China has surpassed 600, with 25 launch sites (18 operational and 7 under construction), indicating a robust growth trajectory [4][6] - The successful launch of the Long March 12 rocket, which attempted vertical recovery, represents a significant advancement in China's reusable rocket technology [3] Market Trends - The commercial satellite industry is projected to dominate the global aerospace revenue, with an estimated 71% share in 2024, highlighting the importance of satellite services and ground equipment [5] - The rise of private enterprises in the aerospace sector is notable, with nearly 70% of global launches in 2024 being conducted by private companies, showcasing a shift in market dynamics [5] - The trend towards high-capacity, low-cost launch solutions is expected to catalyze the growth of the commercial aerospace market, opening new opportunities for related industries [6]