Group 1 - Institutional buying activity saw 32 stocks listed, with 21 experiencing net buying and 11 net selling on the day [1] - The top three stocks with the highest institutional purchases were Aerospace Development (CNY 167 million), Shunhao Co., Ltd. (CNY 150 million), and Guofeng New Materials (CNY 119 million over three days) [1] Group 2 - Shunhao Co., Ltd. reported a net purchase of CNY 150 million by three institutions today [2] - The company invested CNY 110 million in Beijing Trajectory Technology Co., Ltd. in June 2025, acquiring a 19.30% stake, focusing on satellite-based computing services [2] - The "Tianshutian Calculation" business of Trajectory Technology is expected to have clear commercial value in the next five years, while the "Dizhutian Calculation" business may gradually compete with ground data centers in 5-10 years [2] Group 3 - The Fujian Provincial Development and Reform Commission released measures to promote the development of computing infrastructure on December 1 [3] - A press conference was held by the Fujian Provincial Government to discuss the implementation of policies supporting cross-strait integration development [3] Group 4 - The successful first flight of Blue Arrow Aerospace's Zhuque-3 rocket has garnered significant market attention, marking a potential milestone for China's space industry [4] - If successful, China would become the second country after the United States to master reusable rocket technology [4] Group 5 - Fujian High-speed's subsidiary is involved in the "Maritime Silk Road" satellite development and launch, actively promoting the construction of a satellite constellation to serve the Southeast coast and the Belt and Road Initiative [5] Group 6 - Tongyu Communication plans to invest CNY 30 million by the end of 2024 to acquire a stake in Hongqing Technology, a key player in satellite core components [6] - The company aims to strengthen its upstream component layout for satellite internet [6]
龙虎榜复盘丨福建股、航天持续走强,机构整体呈现买多卖少