个股异动方面，免税概念龙头股中国中免（601888）午后触及涨停，截至收盘涨超8%，中国中免H股涨超7%。 消息面上，中国中免近日发布公告，近日收到上海机场（600009）中标通知书，公司全资子公司中免集团为上海浦东国际机场和上海虹桥国际机场相关免 税店项目的中标人，并分别签署了进出境免税店项目经营权转让合同。 亚太股市方面，主要股指全线上涨。日经225指数收涨1.03%，韩国KOSPI指数收涨0.98%。 12月19日，沪指震荡回升，创业板指冲高回落，此前一度涨超1.5%。截至收盘，沪指涨0.36%，深成指涨0.66%，创业板指涨0.49%。沪深两市成交额1.75 万亿，较上一个交易日放量719亿。全市场近4500只个股上涨。 海南板块午后快速拉升，海南海药（000566）、海汽集团（603069）涨停，多股跟涨。 大消费板块全天走强，零售、乳业方向领涨，上海九百（600838）、庄园牧场（002910）等多股涨停。商业航天概念延续强势，华体科技（603679）、西 部材料（002149）均2连板。智能驾驶概念走强，浙江世宝（002703）4连板。路畅科技（002813）4天2板。可控核聚变概念表现强势，王 ...

每经AI快讯，12月19日，沪指震荡回升，创业板指冲高回落，此前一度涨超1.5%。沪深两市成交额1.73 万亿元，较上一个交易日放量704亿元。盘面上，市场热点快速轮动，全市场近4500只个股上涨。从板 块来看，海南板块午后快速拉升，海南海药（000566）、海汽集团（603069）双双涨停。大消费板块全 天走强，零售、乳业方向领涨，上海九百（600838）、庄园牧场（002910）等多股涨停。商业航天概念 延续强势，华体科技（603679）、西部材料（002149）均2连板。智能驾驶概念走强，浙江世宝 （002703）4连板。路畅科技（002813）4天2板。可控核聚变概念表现强势，王子新材（002735）3天2 板。下跌方面，存储芯片概念集体下挫，神工股份、德明利（001309）大跌。板块方面，海南、乳业、 零售等板块涨幅居前，贵金属、半导体等板块跌幅居前。截至收盘，沪指涨0.36%，深成指涨0.66%， 创业板指涨0.49%。 ...

银河电子今年以来股价涨3.87%，近5个交易日跌6.66%，近20日涨32.69%，近60日涨25.15%。 今年以来银河电子已经4次登上龙虎榜，最近一次登上龙虎榜为12月12日，当日龙虎榜净买入-1.21亿 元；买入总计1.90亿元 ，占总成交额比6.51%；卖出总计3.11亿元 ，占总成交额比10.68%。 资料显示，江苏银河电子股份有限公司位于江苏省张家港市塘桥镇南环路188号，成立日期2000年6月15 日，上市日期2010年12月7日，公司主营业务涉及从事智能数字电视多媒体终端和电子设备精密结构件 等产品的研发、制造与销售。新能源汽车充电业务、国防军工智能机电设备系统业务。主营业务收入构 成为：新能源产品45.43%，智能机电产品45.06%，其他9.51%。 12月19日，银河电子盘中上涨2.15%，截至14:21，报6.17元/股，成交7.34亿元，换手率10.80%，总市值 69.50亿元。 资金流向方面，主力资金净流出1251.91万元，特大单买入2918.36万元，占比3.98%，卖出2875.89万 元，占比3.92%；大单买入1.30亿元，占比17.79%，卖出1.43亿元，占比19. ...

Core Viewpoint - The company, Zhongji Renkeng (301508.SZ), is a national third-party certification and inspection service provider for vehicles and machinery, focusing on various inspection and certification services [1] Group 1: Business Overview - The main business includes inspection and testing services for complete vehicles, military equipment, engineering machinery, special equipment, civil aviation ground equipment, and components [1] - The company also offers product certification, system certification, and service certification [1] Group 2: Capabilities - The company can conduct tests for unmanned equipment, including basic flight performance, autonomous flight, maintainability, safety, high-altitude performance, environmental adaptability, and electromagnetic compatibility [1] Group 3: Future Prospects - Currently, the company has not engaged in commercial space business but plans to actively explore new business areas in the future [1]

近日，国内唯一采用"不锈钢火箭+捕获臂回收"方案的团队宇石空间宣布完成了国内首个百吨级全尺 寸"筷子"捕获臂地面验证试验，标志着我国首个对标SpaceX星舰回收模式的捕获臂全尺寸原型机正式交 付，进入地面联合试验阶段。 （文章来源：每日经济新闻） 中信建投表示，当前商业航天产业在国家政策支持和产业技术突破共同助力下，有望进入新纪元。商业 航天产业涉及信息化的主要环节包括（1）遥感及其应用；（2）卫星测运控系统；（3）CAE仿真/卫星 测试；（4）星际传输处理模块、通信模组、数据处理平台等；新场景扩展层面关注太空算力。此外， 该机构认为当前商业航天发展是国企与民营企业共振周期，建议关注电科、电子系与航天系标的等国 企，以及为蓝箭、银河航天等民营企业做配套的公司。 12月19日午盘，截至14:16，航空航天 ETF（159227）涨幅1.39%，成交额达2.39亿元，稳居同类第一。 持仓股中，航发科技涨停，广联航空、航天发展、航发控制、中国卫星、航发动力等股跟涨。 航空航天ETF（159227）紧密跟踪国证航天指数，成分股覆盖战斗机、航空发动机、火箭、导弹、卫 星、雷达等全产业链龙头，完美契合"空天一体"的战略方 ...

Market Overview - The market showed a strong upward trend in the early session, with the Shanghai Composite Index rising by 0.59%, the Shenzhen Component Index by 0.93%, and the ChiNext Index by 0.99% at the close [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.09 trillion yuan, an increase of 42.1 billion yuan compared to the previous trading day, with over 4,600 stocks rising [4]. Consumer Sector Performance - The consumer sector experienced a collective surge, particularly in retail and dairy industries, with stocks like Central Plaza, Shanghai Jiubai, and Zhuangyuan Pasture hitting the daily limit [5][8]. - Notable stocks included Debi Group (+19.99%), Zhejiang Meida (+9.95%), and Zhongguo Zhongmian (+7.25%) [9][11][12]. Smart Driving Concept - The smart driving sector saw significant activity, with Zhejiang Shibao achieving a four-day consecutive limit-up, supported by strong buying interest [18]. - The Ministry of Industry and Information Technology announced the first batch of L3 level conditional autonomous driving vehicle approvals, marking a key step towards commercial application [18]. Commercial Aerospace Sector - The commercial aerospace sector showed renewed strength, with Aerospace Intelligence rising over 15% and several other stocks like Huati Technology and Aerospace Development also performing well [20][22]. - The upcoming period from December 2025 to early 2026 is expected to witness a series of maiden flights for reusable rockets, driven by private aerospace companies [22]. Policy Support for Consumption - Recent government policies aim to boost consumption through new business models and pilot programs in 50 cities, indicating a favorable environment for the consumer sector [15]. - Analysts express optimism regarding consumer spending, citing that disposable income growth is outpacing consumption growth, suggesting a recovery in consumer confidence [15].

来源：上海证券报·中国证券网 上证报中国证券网讯 12月19日，深成指、创业板指涨超1%。截至10时14分，沪指涨0.57%，深证成指 涨1.01%，创业板指涨1.27%。盘面上看，可控核聚变、商业航天、智能驾驶等板块涨幅居前。 来源：上海证券报·中国证券网 上证报中国证券网讯 12月19日，深成指、创业板指涨超1%。截至10时14分，沪指涨0.57%，深证成指 涨1.01%，创业板指涨1.27%。盘面上看，可控核聚变、商业航天、智能驾驶等板块涨幅居前。 ...

德勤中国资本市场服务部上市业务华北及华西区主管合伙人任绍文认为，港股市场的表现得益于港交所 和香港证监会推行多项改革措施，例如简化上市审批程序、缩短新股结算周期，以及首次公开招股市场 定价机制等。 另据报告预计，截至今年12月31日，中国内地A股市场共有114只新股上市，数量同比增加14%，融资 总额为1296亿元人民币，同比增长94%。 "预计2026年A股表现将比今年更出色。"德勤中国资本市场服务部华北区上市业务合伙人陈文龙说，来 自人工智能、新能源、高端制造、商业航天、量子技术和生物制造等领域的企业，在A股市场上市和融 资时料将获得更大优势。(完) 来源：中国新闻网 德勤预计明年香港新股市场融资额突破3000亿港元 中新社北京12月18日电 (陶思阅)德勤中国资本市场服务部18日在北京发布《中国内地及香港IPO市场 2025年回顾与2026年前景展望》报告，预计明年香港新股市场有望再创融资额纪录，至少达到3000亿港 元。 报告预计，今年全年将有114只新股在香港上市，数量较去年上涨63%，融资总额为2863亿港元，同比 增长227%。 在目前超过300宗上市申请个案的名单支持下，2026年全年，香港新 ...

Core Viewpoint - The A-share market is experiencing a rebound, particularly in the aerospace sector, driven by strong performance in commercial space concepts, with over 4,400 stocks rising [1] Group 1: Aerospace ETF Fund Performance - The Aerospace ETF Fund (159257) saw an increase of 0.87%, briefly surpassing 1.5% during trading, indicating a strong upward trend [1] - Major component stocks of the Aerospace ETF Fund showed significant gains, with Guanglian Aviation rising over 9%, China Satellite up over 4%, and Western Superconducting increasing by over 3% [3] Group 2: Component Stock Insights - Guanglian Aviation has established a full-chain capability for key components of launch vehicles and satellites, currently executing commercial space orders [5] - The successful launch of the "Zhuque-3" rocket marks a significant milestone for China's commercial space sector, being the first reusable liquid oxygen-methane rocket to achieve orbit [5][7] Group 3: Commercial Space Development - 2025 is projected to be a milestone year for China's commercial space development, with increased launch frequencies and successful satellite deployments [6] - The global surge in satellite internet construction is leading to a projected deployment of approximately 57,000 low Earth orbit satellites by 2029, indicating a competitive landscape for satellite resources [8] Group 4: Market Potential and Growth - The satellite industry is expected to experience significant growth, with a market potential targeting trillions, driven by the competition for low Earth orbit resources [9][10] - The Aerospace ETF Fund's focus on low-altitude economy and military industry positions it well to benefit from the anticipated growth in these sectors [10][15]

有券商表示，近期A股经历阶段性调整后，当前已具备适当乐观的基础，可积极布局春季躁动行情。岁末年初，机构再配置需求释放与资金回流，有望持续 改善市场流动性、提振交易活跃度，跨年攻势已逐步启动。内外环境共振下，2026年A股跨年配置行情有望提前启动，为春季躁动行情奠定良好基础。 | 代码 | 名称 | 现价 | 涨跌幅 | IOPV 溢折率 换手率 成交金额 | | | --- | --- | --- | --- | --- | --- | | 563360 | A500ETF华泰柏瑞 | 1.235 | 0.82% | 1.2344 0.05% 20.31% | 80.50 | | 512050 | A500ETF基金 | 1.163 | 0.87% | 1.1626 0.03% 26.34% | 73.53 | | 159352 | A500ETF南方 | 1.216 | 0.83% | 1.2163 -0.02% 17.08% | 57.51 | | 159361 | A500ETF易方达 | 1.191 | 0.76% | 1.1904 0.05% 19.80% | 48.81 | | 159338 | ...