消息面上，当地时间2月4日，美国联邦通信委员会（FCC）布伦丹·卡尔（Brendan Carr）在社交媒 体平台上发文称："FCC欢迎SpaceX公司提交的轨道数据中心申请，并现就此征求意见。" 每日经济新闻 2月5日，A股三大指数集体下行，商业航天板块顺势回调，截止13点23分，航空航天ETF （责任编辑：董萍萍 ） （159227）跌幅1.14%，成交额达2.82亿元，稳居同类第一，持仓股北摩高科涨停，航发科技、航材股 份、广联航空、航发动力、中航高科等股逆市上涨。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com FCC受理的这项卫星申请由SpaceX于1月30日提交，内容为"一个拥有前所未有的计算能力的卫星星 座，可为先进的AI模型及其相关应用提供支持"。这一卫星系统将最多包含100万颗卫星，建立一个环绕 地球的轨道数据中心网络。 东吴证券表示，步入2026年，商业航天将迎来技术闭环、订单释放与资本 ...

流动性方面，航空航天ETF盘中换手8.27%，成交2.87亿元。拉长时间看，截至2月4日，航空航天ETF近 1月日均成交7.12亿元。 消息面上，天兵科技官微2月4日宣布，其酒泉卫星测发技术厂房于近日通过预验收评审。这是国内商业 航天首个卫星测发技术厂房。天兵科技表示，酒泉卫星厂房的落地，标志着天兵科技从火箭自研、规模 智造到测试发射的全链路闭环，正式走向工程化应用。未来可将单箭发射效率提升100%，组网成本降 低30%以上，保障每年60次以上的高频发射能力。 截至2026年2月5日 13:33，国证航天航空行业指数(CN5082)成分股方面涨跌互现，北摩高科领涨 10.00%，航发科技上涨4.36%，航材股份上涨2.77%；中国卫星领跌。航空航天ETF(159227)最新报价 1.47元。 浙商证券指出，火箭运力为国内低轨星座建设的中短期瓶颈，未来五年内G60、GW及其他商业计划总 计发射约1.3万颗，假设1箭10星，则对应发射次数则从2025年的54次增长到2030年860次，CAGR约 74%。 航空航天ETF（159227）紧密跟踪国证航天指数，覆盖航空装备、航天装备、卫星导航、新材料等关键 产业链环 ...

Core Viewpoint - The article highlights the top ten stocks with the highest net financing purchases on February 4, indicating strong investor interest in these companies [1] Group 1: Top Stocks by Net Financing Purchases - Kingsoft Office leads with a net purchase of 315 million yuan [1] - Zhongjin Gold follows with a net purchase of 245 million yuan [1] - Laplace ranks third with a net purchase of 234 million yuan [1] - China Satellite has a net purchase of 212 million yuan [1] - Shiyun Circuit received a net purchase of 198 million yuan [1] - Aotaiwei saw a net purchase of 185 million yuan [1] - Chifeng Gold and Baiyin Nonferrous both had net purchases of 151 million yuan [1] - Zijin Mining recorded a net purchase of 149 million yuan [1] - Huamao Technology had a net purchase of 143 million yuan [1]

最近股吧里真是炸开了锅，咱散户讨论最多的不是AI、新能源这些热门赛道，而是牛散徐开东的新动作！"听说徐开东又抄底 了？专捡4-10元的商业航天股！""这四只股全破了60日线，是跌到底了还是要继续套人？""商业航天不是政策风口吗，咋股 价跌得这么惨？" 不管是小区里炒股的张大爷，还是办公室里天天盯盘的年轻同事，都在为这事儿纠结——毕竟徐开东在A股 摸爬滚打几十年，低位埋伏的眼光向来毒辣，可这次选中的标的全在"水下"，到底是看中了产业链爆发潜力，还是踩进了估 值陷阱？ 咱先别猜来猜去，先把徐开东低位布局的这4只标的扒清楚，每只股的最新情况都来自同花顺2月4日实时行情，妥妥的新鲜热 乎： 这四只股有个共同特点：股价全在4-10元区间，2月4日收盘价均低于60日线，估值普遍偏低，市盈率最高的中国电建也才9倍 左右，远低于商业航天板块62.58倍的平均市盈率。 二、牛散为啥偏捡"破位低价股"？3个核心逻辑藏不住 徐开东能成为牛散，绝不是瞎买低价股，这次布局背后其实有明确的逻辑支撑，咱散户也能看懂： 首先是政策风口+产业爆发预期。2月3日21世纪经济报道披露，"十五五"规划明确加快航天强国建设，2026年全国工业和信息 ...

Group 1 - AVIC Chengfei is a core subsidiary of China Aviation Industry Group, specializing in the research and development of military fighter jets and trainer aircraft, holding a leading position in the aviation equipment manufacturing sector [1] - The company has successfully provided key structural components for various domestic commercial rocket enterprises and has participated in multiple commercial space launch missions, gaining high industry recognition for its technical reliability and product stability [1] - With the accelerated development of commercial aerospace, the company is expected to benefit from the increasing demand for aerospace structural components and special materials, expanding its market share significantly [1] Group 2 - AVIC Xifei is a major manufacturer of military transport aircraft, bombers, and early warning aircraft, possessing top-tier technical strength in the aviation equipment manufacturing field [2] - The company has actively expanded its commercial aerospace business by providing core products such as structural components and lightweight parts for commercial rockets, meeting the industry's demand for high reliability [2] - As the frequency of commercial space launches continues to rise, the company aims to deepen its innovation in aerospace technology and solidify its position as a core supplier in the commercial aerospace structural component sector [2] Group 3 - Xiamen Xiangyu is a leading bulk commodity supply chain service provider, leveraging its unique location in the Xiamen Free Trade Zone to build a global logistics, trade, and financial service network [3] - The company has successfully provided fuel transportation and supply chain support services for multiple domestic commercial rocket launch missions, gaining wide recognition from industry clients [3] - With the acceleration of global commercial aerospace layout, the demand for cross-border transportation and supply chain services for aerospace materials is expected to grow significantly [3] Group 4 - Hisense Visual is a domestic leader in display technology, with a comprehensive industrial layout from panel manufacturing to terminal products, holding international leadership in high-resolution display and laser display technologies [4] - The company has provided customized display components for domestic commercial satellite projects, meeting stringent aerospace-grade requirements and gaining high recognition from aerospace enterprises [4] - As the construction of low-orbit satellite constellations accelerates, the demand for spaceborne optical equipment is expected to grow significantly, positioning the company to benefit from this trend [4] Group 5 - Far East Holdings is a leading enterprise in the cable and superconducting materials sector, with strong technical capabilities and a comprehensive industrial chain [5] - The company has successfully provided core cable products for multiple domestic commercial rocket launch missions, gaining wide recognition for its technical performance and product quality [5] - As commercial aerospace equipment evolves towards intelligence, lightweight, and high power, the demand for high-performance cables and superconducting materials is expected to continue to grow [5] Group 6 - AVIC Heavy Machinery is a core supplier in the aerospace forging sector, possessing advanced forging technology and a complete processing system [6] - The company has provided key forged products for various commercial rocket enterprises, participating in multiple key commercial aerospace launch projects [6] - With the increasing frequency of commercial rocket launches, the demand for high-end alloy forgings is expected to continue to rise, allowing the company to expand its production capacity in this area [6] Group 7 - Taiyuan Iron and Steel is a leading enterprise in the stainless steel industry, with global-leading production technology and a large capacity scale [7] - The company has provided core stainless steel materials for multiple domestic commercial aerospace projects, meeting aerospace-grade standards and gaining recognition from aerospace enterprises [7] - As the demand for high-end stainless steel and special alloy materials continues to grow, the company plans to deepen its research and development in aerospace-specific materials [7] Group 8 - Jiugang Hongxing is a leading enterprise in the steel industry in Northwest China, with a complete steel production industrial chain [8] - The company has provided customized steel products for several commercial aerospace projects, gaining industry recognition for its technical performance [8] - With the scale development of commercial aerospace equipment, the demand for high-strength steel is expected to continue to grow, prompting the company to optimize its production processes [8] Group 9 - Wind Power Equipment and Aerospace Supporting Equipment is a key enterprise in the field, with strong technical capabilities and a comprehensive production system [9] - The company has provided structural components for commercial rockets and precision processing parts for aerospace ground equipment, gaining industry recognition [9] - As the frequency of commercial rocket launches increases, the demand for precision structural components is expected to continue to grow [9] Group 10 - Yiyang Technology is a leading enterprise in the field of high-end castings and forgings, with a complete production system [10] - The company has provided engine castings for domestic commercial rocket enterprises, participating in the supply of satellite thrusters [10] - With the development of commercial rockets towards high thrust and reusability, the demand for high-temperature alloy castings is expected to continue to grow [10]

2月1日，由中国航天科技集团十一院研制的彩虹YH-1000S，全球首款混合动力无人运输机在重庆梁平 首飞成功。 该机型是继2025年5月彩虹YH-1000无人运输机首飞成功之后，又一款面向全球市场客户需求快速迭代 的新机型，首飞挂载了与新能源汽车头部企业联合研发的大功率混合动力总成，大幅缩短了起降距离、 提升了载重和航程，圆满完成了空中飞行性能验证。 这是国内首次无人机产业与汽车产业核心技术跨界融合的重要创新探索，通过深度共享供应链资源与模 块化生产，大幅降低了无人机研发制造成本。同时，也是共同瞄准低空经济无人物流新赛道，加快推动 科技创新和产业创新深度融合的典范。 彩虹YH-1000S机型是中国航天科技集团十一院面向适航标准设计研制的大型无人运输机，可在国际物 流运输投送、应急救援减灾、人工影响天气、海洋监测、海事监管等领域发挥重要承载应用作用。 来源：人民日报客户端 ...

Core Viewpoint - The successful maiden flight of the world's first hybrid-powered unmanned transport aircraft, Rainbow YH-1000S, marks a significant advancement in the capabilities of unmanned aerial vehicles, catering to global market demands [2] Group 1: Product Development - The Rainbow YH-1000S is an upgraded version of the previously launched Rainbow YH-1000, designed to meet airworthiness standards and enhance operational efficiency [2] - The aircraft features a high-power hybrid power system developed in collaboration with electric vehicle companies, which shortens takeoff and landing distances while improving payload capacity and range [2] Group 2: Applications and Market Potential - The Rainbow YH-1000S is positioned for various applications, including international logistics, emergency rescue, weather modification, ocean monitoring, and maritime supervision [2]

Market Overview - The aerospace equipment sector experienced a decline of 0.73% on February 4, with Aerospace Hanyu leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Key stocks in the aerospace equipment sector showed varied performance: - China Satellite (600118) closed at 97.50, up 3.34% with a trading volume of 970,800 shares and a transaction value of 9.301 billion [1] - LIGONG Navigation (688282) closed at 71.82, up 1.18% with a trading volume of 12,100 shares and a transaction value of 86.0145 million [1] - New Yuguo Science (300722) closed at 32.57, up 0.34% with a trading volume of 48,500 shares and a transaction value of 158 million [1] - Aerospace Hanyu (688523) closed at 62.77, down 3.27% with a trading volume of 110,400 shares and a transaction value of 711 million [1] Capital Flow - The aerospace equipment sector saw a net outflow of 654 million from institutional investors, while retail investors had a net inflow of 675 million [1] - Detailed capital flow for key stocks: - China Satellite had a net inflow of 676 million from institutional investors, while retail investors had a net outflow of 54.4 million [1] - Aerospace Hanyu experienced a net outflow of 21.92 million from institutional investors, with a net inflow of 23.27 million from retail investors [1] ETF Performance - Aerospace ETF (Product Code: 159227) tracked the National Aerospace Industry Index and saw a decline of 4.54% over the past five days, with a net subscription of 48.458 million [5] - General Aviation ETF (Product Code: 159230) tracked the National General Aviation Industry Index and declined by 5.96%, with a net subscription of 6.642 million [6]

Group 1 - The aerospace ETF (159227) has seen a significant net inflow of 1.519 billion yuan over the past 20 days, with a net subscription of 500 million units today [1] - The ETF has outperformed the top ten core ETFs this week, driven by a more than 14% pullback in the commercial aerospace sector since its peak on January 12 [2] - SpaceX has submitted an application to the FCC to launch up to 1 million satellites, aiming to create a satellite constellation for advanced AI model support, which is expected to enhance market attention [2] Group 2 - SpaceX has acquired xAI for a valuation of 1.25 trillion yuan, integrating AI with aerospace to accelerate applications in the space sector [3][4] - Elon Musk announced that the first flight test of the Starship V3 is scheduled for six weeks from January 27, with the goal of achieving full rocket reusability this year, potentially reducing space access costs by 100 times [5] - SpaceX is actively advancing its IPO process, potentially targeting June for its public offering, aiming to raise up to 500 billion yuan at a valuation of approximately 1.5 trillion yuan, which would be the largest IPO in history [6] Group 3 - The aerospace ETF (159227) closely tracks the national aerospace industry index, with a high purity of commercial aerospace at 69.65%, making it highly aligned with the commercial aerospace revolution led by SpaceX [6] - The ETF's total size is 3.381 billion yuan, ranking first in its category, with an average daily trading volume exceeding 500 million yuan, indicating good liquidity [8] - Major holdings in the ETF include leading companies in the aerospace sector, covering a wide range of industries such as fighter jets, rocket engines, and satellites, with a significant focus on emerging fields like commercial aerospace and low-altitude economy [6][7]

Group 1 - The domestically developed hybrid drone Rainbow YH-1000S successfully completed its maiden flight, showcasing advancements in logistics, emergency rescue, weather modification, and marine monitoring capabilities [2] - Apple plans to use TSMC's 2nm N2 process for its M6 chip, focusing on architecture upgrades and cost control rather than adopting the N2P process [2] - Samsung's upcoming Galaxy S27 Ultra will feature Polar ID facial recognition technology, utilizing polarized light for identification without requiring large cutouts on the screen [2] - Avita Technology announced the naming of its new model Avita 06T, which will be the first to feature Huawei's next-generation lidar for enhanced environmental perception [2]