今天沪指翻红了，但是赚钱效应不佳，市场有超3300只股票下跌，涨幅靠前的主要是商业航天、机器人、金融科技。 这三个题材里，商业航天已经涨了一段时间了，机器人和金融科技像是回调企稳后的刚启动。 市场上，一条大新闻是小米集团"二号"林斌宣布减持月140亿元，是从明年开始减持，每12月减持不超5亿美元。 盘点林斌此前的减持，可以发现大部分是卖在相对高点了，累计套现约 85 亿港元： 2019年8月：套现约4亿港元 2020年9月：套现约80亿港元（当时承诺5年不减持剩余持股） 2024年6月：套现约1.8亿港元 而就在一个月前（11月24日），小米创始人雷军刚刚自掏腰包约1亿港元回购了，这一"1亿回购 vs140亿减持" 的鲜明对比迅速登上热搜，引发市场对小米 前景的广泛讨论。 整体来说，已重返2万亿成交量的当前，市场依然较为强势，沪指录得9连阳，跨年行情进行中。 不断涨上热搜的黄金和白银，今天跳水，说明没有一直涨的资产，波动才是常态。 今天沪指翻红了，但是赚钱效应不佳，市场有超3300只股票下跌，涨幅靠前的主要是商业航天、机器人、金融科技。 这三个题材里，商业航天已经涨了一段时间了，机器人和金融科技像是回调企稳后 ...

Group 1 - Shenjian Co., Ltd. reported that the revenue from its commercial aerospace application sector is relatively small [1] - Daye Co., Ltd. stated that its robotic tendon products have not yet entered mass production [1] - International Composite Materials plans to establish a project with an annual production capacity of 36 million meters of high-frequency and high-speed electronic fiber cloth [1] Group 2 - Baiyun Electric has won a bid for a project worth 137 million yuan from the State Grid [1] - Xixia Construction intends to transfer 10% of its stake in Nanjing Xingcheng for 34.5033 million yuan [1] - Xinghui Huan Materials plans to repurchase shares worth between 50 million and 100 million yuan [1] Group 3 - Oulu Tong's controlling shareholder plans to reduce its stake by no more than 1.91% [1] - Beimo High-Tech intends to raise no more than 1.97 billion yuan through a private placement [2] - Chang'an Automobile plans to raise no more than 6 billion yuan through a private placement to Chang'an Automobile Group [2]

每经记者｜肖芮冬 每经编辑｜赵云 3.单日债基涨跌幅榜 | 证券代码 | 证券间称 | 单日净值增长率(%) | 近1周回报(%) | 今年以来回报(%) | 基金经理(现任) | 基金规模(乙元) | | --- | --- | --- | --- | --- | --- | --- | | 004005.OF | 东方民丰回报赢安A | 1.35 | 6.47 | 14.46 | 徐奥干 | 0.02 | | 015315.OF | 富国汇享三个月定开A | 0.97 | 2.09 | 2.18 | 吕春杰,李金柳 | 8.81 | | 007161.OF | 南方恒庆一年定开 | 0.94 | 1.4 | 2.81 | 黄河 | 46.64 | | 015211.OF | 招商安鼎平衡1年持有A | 0.75 | 3.04 | 10.7 | 王刚,王景绰 | 0.59 | | 519622.OF | 银河君怡纯债 | 0.63 | 0.82 | 1.91 | 蒋磊 | 8.99 | | 018250.OF | 华泰保兴科睿一年持有A | 0.62 | 1.36 | -2.96 | 周咏梅,黄俊卿 | 0 ...

Core Viewpoint - The company is actively seizing strategic opportunities in the rapidly developing commercial aerospace sector in China, leveraging its expertise in core manufacturing areas such as forging, casting, hydraulics, and environmental control [1] Group 1: Company Involvement in Commercial Aerospace - The company has deeply engaged in the domestic commercial aerospace supply chain, providing critical components for various projects [1] - Its subsidiary, Heavy Machinery Aerospace, has been supplying key forged components for projects like the "Gravitational One" by Oriental Space and the satellite support structures for Starry Glory [1] - Another subsidiary, Anji Precision Casting, focuses on high-temperature structural components for engines, consistently supplying high-performance castings for Blue Arrow Aerospace's "Tianque 12" engine and Oriental Space's "Gravitational One" [1] Group 2: Supply Chain Development - The company has established a comprehensive supply capability for forging and casting that covers major commercial aerospace enterprises [1] - It has begun to construct a dedicated supply system for specialized foundational structural components aimed at the commercial aerospace sector [1]

Core Viewpoint - The company, Huali Chuantong, is focusing on satellite navigation and communication core chip technology in the commercial aerospace sector, aiming to provide low-cost, high-performance onboard computing equipment for low Earth orbit satellites [1] Group 1: Company Strategy - Huali Chuantong has established an industrial chain structure consisting of "chip + module + terminal + platform + system solutions" [1] - The company is planning to develop and industrialize onboard computing processing equipment based on radiation-resistant modules [1] Group 2: Market Focus - The company's strategy includes transitioning from ground applications to aerospace applications [1]

此外，公告称，公司关注到目前市场对公司商业航天业务关注度较高，公司2025年第三季度报告营业收入为183,380.36万元，航空 航天业务收入为13,918.39万元，占公司营业收入比例为7.59%。航空航天类产品目前主要包括飞机雷达罩、飞机油管及零部件、 卫星复合材料零部件、地面接收装置及运输设备柜等。截止目前，公司商业航天应用领域收入为371.24万元，占公司2025年第三 季度营业务收入比例为0.20%。公司商业航天应用领域业务收入占比较小，请广大投资者注意投资风险。 【导读】商业航天牛股：未来存在快速下跌的风险 又一只商业航天牛股，发布异动公告。 12月29日晚间，连续八个涨停的商业航天概念牛股——神剑股份（002361）发布股票交易严重异常波动公告，内容称近期公司股 票价格显著偏离大盘指数和行业指数，短期波动幅度较大，已明显偏离市场走势，存在较高的炒作风险，目前公司股价已严重偏 离上市公司基本面，未来存在快速下跌的风险。 公开资料显示，神剑股份有两大主营业务——化工新材料及高端装备制造。公司主要从事粉末涂料用聚酯树脂系列产品及其原材 料(新戊二醇)、高端装备制造配套系统的研发、生产和销售。公司现有年 ...

【导读】 商业航天牛股：未来存在快速下跌的风险 中国基金报记者 泰勒 又一只商业航天牛股，发布异动公告。 12月29日晚间，连续八个涨停的商业航天概念牛股—— 神剑股份发布股票交易严重异常波动公告， 内容称 近期公司股票价格显 著偏离大盘指数和行业指数，短期波动幅度较大，已明显偏离市场走势，存在较高的炒作风险，目前公司股价已严重偏离上市公 司基本面，未来存在快速下跌的风险。 此外，公告称，公司关注到目前市场对公司商业航天业务关注度较高，公司2025年第三季度报告营业收入为183,380.36万元， 航空航天业务收入为13,918.39万元，占公司营业收入比例为7.59%。航空航天类产品目前主要包括飞机雷达罩、飞机油管及零 部件、卫星复合材料零部件、地面接收装置及运输设备柜等。 截止目前，公司商业航天应用领域收入为371.24万元，占公司 2025年第三季度营业务收入比例为0.20%。公司商业航天应用领域业务收入占比较小，请广大投资者注意投资风险。 公开资料显示，神剑股份有两大主营业务——化工新材料及高端装备制造。公司主要从事粉末涂料用聚酯树脂系列产品及其原材 料(新戊二醇)、高端装备制造配套系统的研发、生产和 ...

中国卫星"跻身"千亿市值俱乐部。 12月29日，中国卫星收获第四个涨停，截至收盘股价报88元，总市值上升至1041亿元。 纵观2025年以来，中国卫星累计涨幅为222%，下半年表现明显强势，累计涨幅达208%。进一步拆解可 以发现，该股上涨走势与商业航天产业的政策、事件节奏完全同步，且每逢催化必率先领涨，堪称此轮 商业航天行情"中军"。 回到今年8月25日，彼时有媒体报道称相关部门即将发放卫星互联网牌照，结果在消息发布当日及次 日，中国卫星实现"两连板"，开启了此轮大涨的序幕。 A股千亿军团，再添新成员。 12月29日，中国卫星再涨停，股价创出历史新高，市值已经来到1041亿元。整个2025年，该公司共录得 超222%的涨幅，这其中最近5个月便飙涨了200%。 中国卫星的上涨不难理解，从名字来看，便能知晓其与商业航天概念密切相关。值得注意的是，由于中 国卫星拥有"国家队"背景，因此也被市场资金选作为本轮商业航天行情的"中军"标的。 伴随着中国卫星上涨，不少资本玩家也获益良多。譬如，与方大系"掌门人"同名的方威便在三季度新进 成为中国卫星前十大股东，手握384.4万股。假如方威到现在仍持有这些数量的股份，那么其 ...

Market Overview - The A-share market showed mixed performance on December 29, with the Shanghai Composite Index closing up 0.04% at 3965.28 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66%, closing at 13537.10 points and 3222.61 points respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 21,393 billion yuan, a slight decrease of 209 billion yuan from the previous trading day [1] - The market saw 1,995 stocks rise, with 87 hitting the daily limit, while 3,332 stocks fell, with 25 hitting the lower limit [1] Sector Performance - The chemical fiber, petroleum, diversified finance, and aerospace sectors led the gains, while energy metals, pharmaceutical commerce, batteries, electronic chemicals, traditional Chinese medicine, and the power sector experienced significant declines [1] - The robotics sector saw a strong rally, particularly in PEEK materials and exoskeleton robots, following the establishment of a standardization committee for humanoid robots and embodied intelligence technology by the Ministry of Industry and Information Technology [2] Individual Stock Highlights - Aerospace Hangyu, a commercial aerospace concept stock, surged by 20%, with its main business focusing on aerospace products, satellite communication, and testing equipment [3] - The company reported earnings per share of 0.13 yuan and a net profit of 51.48 million yuan for the third quarter of 2025, reflecting a year-on-year growth rate of 0.56% [3] - Aerospace Hangyu has secured a contract worth 246 million yuan for a mobile tail-end docking work platform and a full-machine flexible docking system from Shanghai Aircraft Manufacturing Co., and has become a major supplier to state-owned enterprises in the aerospace sector [3] Technical Analysis - Despite the Shanghai Composite Index achieving a nine-day winning streak, recent trading sessions have shown long upper shadows, indicating significant selling pressure and a lack of momentum in the index's upward movement [3] - The MACD indicator is showing a shortening of the red bars, and the KDJ indicator's J line is turning downward, suggesting potential market weakness ahead [3]

Group 1 - The commercial aerospace sector has seen a significant rise, with multiple stocks experiencing substantial price fluctuations, prompting several companies to issue announcements regarding their aerospace-related businesses [1] - Aerospace Development reported a cumulative price increase of over 20% over three trading days (December 24, 25, and 26), and clarified that its main focus is on aerospace defense information technology, with a revenue of 1.697 billion yuan for the first three quarters of 2025, up from the previous year, primarily due to ship deliveries [1] - The net profit attributable to shareholders for Aerospace Development was -489 million yuan for the first three quarters of 2025 [1] Group 2 - Several companies not traditionally involved in aerospace are actively exploring or engaging in commercial aerospace activities, although these ventures contribute minimally to their overall revenue [5] - Haozhi Electromechanical experienced a cumulative price increase of 31.75% over three trading days and is currently focused on spindle products while also exploring robotics and commercial aerospace, which together account for about 1% of its main business revenue as of September 30, 2025 [5] - Shanghai Port's stock price rose 34.41% from December 23 to 26, with a total increase of 40.97% from December 1 to 26, but its commercial aerospace and perovskite solar business contribute less than 1% to its revenue and are not yet profitable [5] Group 3 - Shunhao Co. invested 110 million yuan in Beijing Trajectory Technology Co., holding a 19.3% stake, with the latter focusing on launching computing satellites to create a space data center [5] - Shunhao Co. indicated that its existing business does not synergize with Trajectory Technology's operations, and the latter's business faces significant uncertainties and long commercialization cycles, with potential competitive advantages not expected for 5 to 10 years [6] - Companies like Aerospace Information and Aerospace Engineering have explicitly stated that their main businesses do not involve commercial aerospace, focusing instead on digital finance, smart business products, and clean coal technology [6][7]