Group 1 - The core viewpoint of the article is that the company's radio frequency and microwave products are currently not utilized for space computing capabilities, focusing instead on data link and communication-related fields [1]. Group 2 - The company responded to an investor inquiry on an interactive platform regarding the application of its products in space computing [1].

格隆汇12月29日丨新劲刚(300629.SZ)在投资者互动平台表示，公司子公司深耕微波射频领域，其T/R产 品主要应用于数据链、雷达系统及通信设备（低轨卫星、地面基站）等领域，目前，相关产品具备稳定 的技术性能与市场认可度，并且基于行业对于通信信道和稳定性要求日益提升，产品价值量也相应有所 增加，整体业务占比呈现上升趋势。 公司始终聚焦主营业务布局，持续强化核心技术研发与产品迭 代，积极拓展应用场景、优化市场布局，稳步提升市场份额与行业竞争力，力求以优良经营业绩回报广 大投资者。 ...

格隆汇12月29日丨新劲刚(300629.SZ)在投资者互动平台表示，公司子公司深耕微波射频领域，其T/R产 品主要应用于数据链、雷达系统及通信设备（低轨卫星、地面基站）等领域，目前，相关产品具备稳定 的技术性能与市场认可度，并且基于行业对于通信信道和稳定性要求日益提升，产品价值量也相应有所 增加，整体业务占比呈现上升趋势。 公司始终聚焦主营业务布局，持续强化核心技术研发与产品迭 代，积极拓展应用场景、优化市场布局，稳步提升市场份额与行业竞争力，力求以优良经营业绩回报广 大投资者。 ...

Group 1 - The core viewpoint of the article is that the company, 新劲刚 (300629.SZ), has clarified the current applications of its radio frequency and microwave products, indicating they are primarily used in data link and communication-related fields, and have not yet been applied in space computing [1]

证券代码：300629 证券简称：新劲刚 公告编号：2025-068 广东新劲刚科技股份有限公司 关于签署募集资金三方监管协议的公告 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。 广东新劲刚科技股份有限公司（以下简称"公司"或"新劲刚"）原保荐机 构民生证券股份有限公司因并购重组名称变更为国联民生证券承销保荐有限公 司。公司近日与募集资金专户银行及国联民生证券承销保荐有限公司签署了募集 资金三方监管协议，现将相关情况公告如下： 一、募集资金情况概述 经中国证券监督管理委员会《关于同意广东新劲刚科技股份有限公司向特定 对象发行股票注册的批复》（证监许可〔2023〕2808 号），公司获准向特定对 象发行人民币普通股股票 12,300,000 股，每股面值 1 元，发行价格为 20 元/股， 募 集 资 金 总 额 为 人 民 币 246,000,000 元 ， 实 际 募 集 资 金 净 额 为 人 民 币 241,631,746.78 元。容诚会计师事务所（特殊普通合伙）已于 2023 年 12 月 27 日对本公司向特定对象发行股票的资金到位情况进行了审验 ...

Group 1 - The core viewpoint of the news is that Guangdong Xinjingang Technology Co., Ltd. has seen a stock price increase of 5.24%, reaching 22.88 CNY per share, with a total market capitalization of 5.753 billion CNY [1] - The company specializes in the research, development, production, and sales of high-performance metal matrix composites and products, primarily serving the military electronics information industry [1] - The main revenue composition of the company includes 95.11% from RF microwave products, 4.30% from materials for special applications, and 0.58% from other sources [1] Group 2 - Huashang Advantage Industry Mixed Fund A (000390) is among the top ten circulating shareholders of Xinjingang, having reduced its holdings by 978,100 shares, now holding 1,459,400 shares, which is 0.67% of the circulating shares [2] - The fund has achieved a year-to-date return of 112.43%, ranking 65 out of 8,087 in its category, and a one-year return of 108.73%, ranking 69 out of 8,074 [2] - The fund manager, Zhang Mingxin, has a total asset scale of 9.603 billion CNY, with the best fund return during his tenure being 124.42% [3]

Market Overview - As of December 24, the Shanghai Composite Index closed at 3940.95 points, up by 20.97 points, representing a 0.53% increase [1] - The Shenzhen Component Index closed at 13486.42 points, up by 117.43 points, with a 0.88% increase [1] - The ChiNext Index closed at 3229.58 points, up by 24.57 points, reflecting a 0.77% increase [1] Stock Performance - A total of 89 A-shares had a turnover rate exceeding 20%, with six stocks, including C Jianxin and C Nabai Chuan, having turnover rates above 50% [1] - C Jianxin (688805) had a closing price of 58.12 yuan and a turnover rate of 77.25%, with a significant increase of 212.81% [1] - C Nabai Chuan (301667) closed at 82.73 yuan, with a turnover rate of 67.98%, but experienced a decline of 28.06% [1] - C Xihua (603248) closed at 26.01 yuan, with a turnover rate of 57.63%, and a decrease of 29.34% [1] - C Tiansu (301449) closed at 75.83 yuan, with a turnover rate of 54.69%, down by 24.93% [1] - Other notable stocks include C Youxun (688807) with a closing price of 231.60 yuan and a turnover rate of 50.23%, up by 14.03% [1] Additional Notable Stocks - Huazhong Cable (001208) closed at 21.05 yuan with a turnover rate of 49.18%, up by 6.10% [1] - Guangdao Tui (920680) closed at 1.32 yuan, with a turnover rate of 46.41%, and an increase of 29.41% [1] - Tongyu Communication (002792) closed at 34.71 yuan, with a turnover rate of 42.86%, up by 6.31% [1] - Shennong Agriculture (300189) closed at 7.90 yuan, with a turnover rate of 41.35%, up by 1.41% [1]

Core Viewpoint - The military information technology sector has shown a significant increase, with a rise of 3.11%, ranking it as the 7th highest among concept sectors, indicating strong investor interest and potential growth in this area [1][2]. Group 1: Sector Performance - The military information technology concept saw 101 stocks increase, with notable performers including New Jingang and Puni Testing, both reaching a 20% limit up, while Xingwang Yuda also hit the limit up [1]. - The top gainers in the sector included Tianyin Machinery (up 17.21%), Yaguang Technology (up 9.69%), and Aerospace Development (up 9.34%) [1]. - Conversely, the biggest losers were *ST Aowei (down 4.62%), Kesi Technology (down 3.55%), and Geer Software (down 0.63%) [1]. Group 2: Capital Inflow - The military information technology sector attracted a net inflow of 1.756 billion yuan, with 52 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2]. - The leading stock in terms of net capital inflow was Beidou Xingtong, which saw a net inflow of 253 million yuan, followed by Zhenlei Technology (252 million yuan), New Jingang (207 million yuan), and Aerospace Electronics (191 million yuan) [2][3]. Group 3: Stock Performance Metrics - Stocks with the highest net inflow ratios included Puni Testing (27.13%), Xingwang Yuda (19.94%), and New Jingang (18.33%) [3]. - The top stocks in the military information technology sector based on performance metrics included Beidou Xingtong (up 8.42% with a turnover rate of 18.02%), Zhenlei Technology (up 5.64% with a turnover rate of 13.91%), and New Jingang (up 20.02% with a turnover rate of 24.25%) [3][4].

新劲刚今日涨停，全天换手率24.25%，成交额11.29亿元，振幅21.83%。龙虎榜数据显示，机构净买入 2264.94万元，营业部席位合计净买入7321.98万元。 （文章来源：证券时报网） 资金流向方面，今日该股主力资金净流入2.07亿元，其中，特大单净流入2.90亿元，大单资金净流出 8316.83万元。近5日主力资金净流入1.88亿元。 融资融券数据显示，该股最新（12月23日）两融余额为4.67亿元，其中，融资余额为4.67亿元，融券余 额为29.08万元。近5日融资余额合计减少1378.56万元，降幅为2.87%，融券余额合计增加308.00元，增 幅0.11%。（数据宝） 新劲刚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 | 开源证券股份有限公司西安西大街证券营业部 | 6381.51 | 14.96 | | 买二 | 东方证券股份有限公司成都万象南路证券营业部 | 4996.01 | 1.07 | | 买三 | 麦高证券有限责任公司成都丽都路证券营业部 | 4095.8 ...

（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。 ...