集体出“降温”公告，A股商业航天股回调，航天环宇跌超8%，陕西华达跌超7%，中国卫星、上海瀚讯跌超5%

Group 1 - The A-share market for commercial aerospace stocks experienced a collective decline, with notable drops including Aerospace Huanyu down over 8% and Shaanxi Huada down over 7% [1] - Several companies in the commercial aerospace sector issued cooling announcements, indicating concerns over overheated market sentiment and irrational speculation [2] - Aerospace Huanyu expects that by 2025, the revenue from commercial aerospace will account for less than 15% of the company's total revenue [2] Group 2 - Aerospace Electronics mentioned that there is a significant disconnection between the stock price and the company's fundamentals, highlighting a "hot potato" effect in stock trading [2] - The total market capitalization of Aerospace Huanyu is 27.7 billion, while Shaanxi Huada's market cap is 10.3 billion [2] - Year-to-date performance shows that Aerospace Huanyu has increased by 21.60%, while Shaanxi Huada has decreased by 2.40% [2]