Xin Lang Cai Jing·2026-01-10 03:13Core Viewpoint - The commercial aerospace sector is experiencing a significant surge, with both the sector and individual stocks entering a phase of rapid growth, leading to multiple stocks doubling in value [1][2][13]. Group 1: Market Performance - The commercial aerospace sector has seen a cumulative increase of over 40% since the low point on November 24, 2025 [1][14]. - On January 9, 2026, the trading volume for the commercial aerospace sector exceeded 700 billion yuan, accounting for over 20% of the total market trading volume [1][14]. - Leading stocks such as Lushin Investment and Shunhao Co. have recorded multiple trading halts, indicating strong market interest [5][17]. Group 2: Individual Stock Performance - Notable stocks that have doubled in value since November 24, 2025, include Feiwo Technology (up 248.61%), Tongyu Communication (up 255.44%), and Aerospace Hanyu (up 220.92%) [3][15]. - Mid-tier stocks are also experiencing a rotation and significant increases in trading volume, with turnover rates exceeding 300% for companies like Lianjian Optoelectronics and Aerospace Zhizao [2][14]. Group 3: Catalysts for Growth - Recent policy initiatives, such as the Guangzhou plan to accelerate the development of advanced manufacturing, have been identified as key drivers for the commercial aerospace sector [4][16]. - The IPO application of Blue Arrow Aerospace has been a significant catalyst, leading to increased stock prices for companies associated with it, such as Lushin Investment and Goldwind Technology [5][8][17]. Group 4: Investment Opportunities - Analysts have highlighted the importance of focusing on core leading stocks within the commercial aerospace sector, with several identified as having strong growth potential [7][20]. - Companies with direct or indirect ties to Blue Arrow Aerospace, such as Nova Star Cloud and Jieli Rigging, have also shown strong stock performance recently [9][21].