今天，A股三大指数调整。截至收盘，上证指数下跌1.11%，深证成指下跌1.51%，创业板指下跌2.1%，全市场成交额约1.74万亿元。 板块方面，互联网金融板块午后走强，恒宝股份（002104）等多股涨停。商业航天反复活跃，其中，航天电子（600879）放量涨停，成交额超100亿元， 实现"2连板"，截至收盘，封单超18万手。零售概念股全天强势，百大集团（600865）实现"4连板"，红旗连锁（002697）、广百股份（002187）实现"2连 板"。贵金属、影视院线等板块跌幅居前。 | 航天电子 | | | | | | | --- | --- | --- | --- | --- | --- | | 600879 融 沪股通 | | | | | | | 17.40 | 17.40 市值 574.08亿 昌 量比 | | | | 1.61 | | ਜ | 流通 574.08亿 | 15.80 | | | 换 18.52% | | 1.58 9.99% | ਜੇ 市室 TTM 293.85 | 16.51 | | | 额 102.13亿 | | 速元 | 异动解读:商业航天+增资+央企。1、据20 ... | | ...

格隆汇12月16日｜有投资者在互动平台向思瑞浦提问：贵司是信号链接芯片营收占比很高，是否有卫星 信号链接芯片？是否涉及商业航天领域？ 思瑞浦回复称，当前公司产品尚未直接应用于商业航天。公 司密切关注包括商业航天在内的新兴领域的技术趋势与市场机会，目前公司已着手开展抗辐射高可靠性 IP与工艺的研究与技术储备，凭借在工业智能制造、汽车电子智能化与电动化及高端通信设备等严苛应 用中所积累的技术能力和高可靠性的产品经验，为后续的产品开发奠定基础。 ...

Core Viewpoint - The overall market performance on December 16 was poor, with significant declines in A-shares and across the Asia-Pacific region, prompting analysts to seek reasons for the downturn [2][12]. Market Performance - On December 16, the Shanghai Composite Index fell by 1.11%, the Shenzhen Component Index dropped by 1.51%, and the ChiNext Index decreased by 2.1% [2]. - A total of 1,091 stocks rose, while 4,302 stocks declined, with 46 stocks hitting the daily limit up [3][4]. Sector Performance - Retail and consumer stocks showed resilience, with companies like Yonghui Supermarket and Anji Food hitting the daily limit up [4]. - The autonomous driving sector was active, with companies such as Zhejiang Shibao and BAIC Blue Valley seeing significant gains following the announcement of L3-level autonomous driving vehicle approvals [5][6]. Notable Stocks - Several stocks in the autonomous driving sector, including Hanxin Technology and Wanji Technology, experienced substantial increases, with Hanxin Technology rising by 29.99% [7]. - Commercial aerospace stocks were also active, with Hualing Cable achieving a four-day limit up streak [8]. Declining Sectors - The film and television industry and photovoltaic equipment sectors faced significant declines, with companies like Bona Film Group and China Film dropping by nearly 10% [10][11]. - The overall sentiment in the market reflected a cautious approach as the year-end approached, with concerns about economic growth and potential interest rate hikes influencing investor behavior [13].

格隆汇12月16日丨国网信通(600131.SH)在互动平台表示，公司并不涉及商业航天或太空算力等相关产 业。公司子公司中电飞华基于光纤通信、无线通信、卫星通信等基础资源，构建形成覆盖全国的"空天 地一体化通信网络"，包括地基网络、空基网络和天基网络，持续提升算网一体融合的多元化通信和算 力服务能力。 ...

格隆汇12月16日丨思瑞浦(688536.SH)在互动平台表示，当前公司产品尚未直接应用于商业航天。公司 密切关注包括商业航天在内的新兴领域的技术趋势与市场机会，目前公司已着手开展抗辐射高可靠性IP 与工艺的研究与技术储备，凭借在工业智能制造、汽车电子智能化与电动化及高端通信设备等严苛应用 中所积累的技术能力和高可靠性的产品经验,为后续的产品开发奠定基础。 ...

Group 1: Market Performance - Major Asia-Pacific stock indices continued to decline, with the Nikkei 225 down over 1% and the KOSPI down over 2%. The A-share indices also fell collectively, while the North Stock 50 index rose by more than 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.72 trillion yuan, a decrease of 49.3 billion yuan compared to the previous trading day. Over 4,300 stocks in the market experienced declines [1] - The commercial aerospace sector showed activity, with stocks like Hualing Cable and Aerospace Electronics seeing significant gains [1] Group 2: Precious Metals - Gold and silver prices experienced a sharp drop, with COMEX gold futures fluctuating around $4310 per ounce and silver falling over 1%. In contrast, spot platinum rose by over 1% [2] - Domestic gold jewelry prices ended a five-day rising streak, with Chow Sang Sang's gold jewelry priced at 1349 yuan per gram, down 4 yuan from the previous day [2] Group 3: Economic Indicators - The Japanese central bank is expected to raise its policy interest rate from 0.5% to 0.75% during its upcoming meeting, marking the highest rate in 30 years [3] - Upcoming economic data releases, including the U.S. non-farm payrolls and CPI for November, may increase market volatility [3] Group 4: Currency Exchange Rates - The offshore RMB to USD exchange rate reached a high of 7.04, the highest since October 4, 2024, while the onshore rate also peaked at 7.04 [4] - The RMB is expected to maintain a stable upward trend in the short term, driven by a weak USD environment and strong domestic equity market performance attracting foreign investment [4] - Optimistic forecasts suggest that the USD to RMB exchange rate may approach 7.0 by year-end, with a potential new equilibrium around 6.7 in a favorable scenario [4]

格隆汇12月16日丨南极光(300940.SZ)在互动平台表示，公司产品广泛应用于游戏电竞、平板电脑、工 控设备、车载显示等多元领域，目前并未涉足商业航天领域。 ...

格隆汇12月16日丨恒辉安防(300952.SZ)在投资者互动平台表示，公司产品可应用于商业航天领域且已 有相关合作落地。一方面，公司部分安防手套已应用于航空工业成都飞机工业的相关作业场景，提供手 部安全防护；另一方面，公司生产的超高分子量聚乙烯纤维因高强度、耐磨、轻质等优势，适配商业航 天领域的降落伞绳、装备牵引绳等场景，目前该材料在航空航天领域已有小批量订单交付。 ...

Market Overview - Major Asia-Pacific stock indices continued to decline, with the Nikkei 225 index falling over 1% and the KOSPI index down more than 2% [1] - The A-share market saw all three major indices in the red, with the Shanghai Composite Index at 3824.81, down 1.11% [2] - The total trading volume in the Shanghai and Shenzhen markets was 1.72 trillion yuan, a decrease of 49.3 billion yuan from the previous trading day [2] Sector Performance - The commercial aerospace sector showed repeated activity, with Huabao Cable (001208) achieving a four-day consecutive rise, while Aerospace Electronics (600879) and Tongyu Communication (002792) had two consecutive rises [3] - The retail sector remained strong, with Baida Group (600865) also achieving a four-day consecutive rise [3] - The smart driving concept saw a surge, with Zhejiang Shibao (002703) and Suoling Co. (002766) hitting the daily limit [3] Gold and Silver Market - International precious metals experienced volatility, with gold and silver prices dropping sharply, while spot platinum rose over 1% [3] - As of December 16, the price of gold jewelry in China reported a slight decline, with Chow Sang Sang's gold jewelry priced at 1349 yuan per gram, down 4 yuan from the previous day [4] Currency Exchange - The Chinese yuan continued to appreciate, with the offshore yuan reaching a high of 7.04 against the US dollar, marking the highest level since October 4, 2024 [7] - Market analysts suggest that the yuan's strength is supported by a weak US dollar environment and strong domestic equity market performance attracting foreign capital inflows [7]

格隆汇12月16日丨恒辉安防(300952.SZ)在投资者互动平台表示，公司在商业航天领域的核心优势主要 体现在核心材料性能突出与产业链协同优势显著两方面，其中公司生产的超高分子量聚乙烯纤维具备极 高比强度与比模量，且耐磨、轻质、抗紫外线、耐腐蚀，可适配航天严苛工况，同时公司正推进"年产 4,800吨超高分子量聚乙烯纤维项目"，投产后将提升自给率，为航天相关产品稳定供应奠定基础。配套 业务已有落地进展，安防手套已应用于航空工业成都飞机工业作业场景以提供手部安全防护，超高分子 量聚乙烯纤维也已在航空航天领域获小批量订单，用于降落伞绳、装备牵引绳等，该纤维还具备飞机部 件、卫星零部件等场景应用潜力，公司正持续推进相关研发与市场对接。 ...