航天工程股价大涨5.67%，商业航天板块情绪提振

Group 1: Stock Performance - The stock price of Aerospace Engineering (603698) significantly increased on February 11, 2026, closing at 40.10 yuan, with a daily increase of 5.67%, and reaching a peak of 41.75 yuan during the day [1][5] - The stock broke through the 20-day moving average (36.80 yuan) and the upper Bollinger Band (41.37 yuan), with the MACD indicator showing a golden cross, indicating increased technical buying [3][7] Group 2: Market and Industry Trends - The commercial aerospace sector was active on the same day, with other stocks like Zai Sheng Technology hitting their daily limit. The market anticipates a busy launch schedule in 2026, including missions for Long March 12 and Zhihang 1 rockets, along with the second Commercial Aerospace Industry Development Conference in March [1][5] - Aerospace Engineering is categorized as a core enterprise in coal gasification technology and is associated with commercial aerospace, military industry, and state-owned enterprise reform concepts, benefiting from positive sentiment in the sector [1][5] Group 3: Financial and Funding Situation - On February 11, 2026, there was a net inflow of 390 million yuan from main funds, accounting for 31% of the trading volume, with a net inflow of 512 million yuan from large orders, indicating active institutional participation [2][6] - Compared to the previous day, where there was a net outflow of funds, the shift in funding attitude is notable [2][6] Group 4: Industry Policy and Developments - Recent breakthroughs in reusable spacecraft and quantum communication in China have led to increased attention on high-end equipment and aerospace technology companies, aligning with national security and "new productive forces" policies [4][8] - Aerospace Engineering's main business in gasification technology and high-end equipment aligns well with these policy directions, despite a 0.16% decline in the specialized equipment industry on the same day [4][9]