天天基金网·2025-12-24 05:27Group 1: Commercial Aerospace Sector - The commercial aerospace sector experienced a rebound, with 17 out of 18 stocks containing "aerospace" in their names rising, including a notable surge in China Satellite, which hit the daily limit [2][4] - Recent events in the commercial aerospace field include the successful launch of the Long March 12 rocket and the completion of the IPO counseling for Blue Arrow Aerospace, a leading private aerospace company in China [6][7] - The Wenchang International Aerospace Forum emphasized the development of a closed-loop system for commercial launches, satellite applications, and the integration of aerospace tourism [7][8] Group 2: Power Equipment Sector - The power equipment sector saw significant gains, with stocks like Megmeet and Zhongheng Electric hitting their daily limits [9][10] - The demand for power equipment is driven by the growth of data centers, which are becoming critical infrastructure for AI development, with global data center capacity expected to exceed 100GW by 2025 [12] - The evolution of data centers towards direct current and high voltage is creating new market demands for auxiliary power sources like supercapacitors and battery backup units [12]