以前市场不明就炒计算机 信创。现在都是机器人和商业航天。 客户发的推介段子，全是各家计算机首席发的。哈。 懂了，同一批人，同样的逻辑。不过换了一批标的。 其实特别能理解背后的内涵！ 大大大大 空间，远大题材！星辰大海的逻辑！ ...

Market Overview - The A-share market experienced mixed performance with the Shanghai Composite Index recording a "9 consecutive days of gains" as of December 29, 2023, marking a slight increase of 0.04% [1] - The Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66% respectively, while the North Star 50 Index decreased by 0.45% [1] - Total trading volume in the Shanghai and Shenzhen markets was 21,577 billion yuan, a decrease of 234 billion yuan from the previous day [1] Multi-Financial Sector - The multi-financial sector showed active performance, with stocks like Lakala leading the gains, and companies such as Cuiwei Co., Luxin Venture Capital, and Yuexiu Capital reaching around 10% limit up [3] - On December 26, the Shanghai Stock Exchange announced new guidelines to support high-quality commercial rocket enterprises under the Sci-Tech Innovation Board, which is expected to accelerate the development of the commercial aerospace industry [3] - The rapid growth of the commercial aerospace sector is projected to create significant market opportunities for carbon fiber composite materials, which can account for 70%-90% of the structural weight in spacecraft [3] Carbon Fiber Industry - Shanxi Securities noted that leading companies in the carbon fiber industry are announcing price increases, indicating a recovery in industry conditions [4] - The market for carbon fiber is showing clear differentiation, with general products facing strong competition, while high-end applications in aerospace, hydrogen storage, and wind power require consistent performance and reliable supply [4] - According to Baichuan Yingfu, China's actual consumption of carbon fiber is expected to reach 96,446 tons in 2025, a year-on-year increase of 71.89%, primarily driven by the wind power and aerospace sectors [4] Brain-Computer Interface Sector - The brain-computer interface sector saw significant gains, with Haige Communication reaching around 10% limit up, followed by companies like Meihao Medical and Mcland [5] - On December 26, the National Medical Products Administration released a list of high-end medical devices for priority approval, which includes implantable brain-computer interface devices [5] - The global brain-computer interface market is currently valued at several billion dollars and is expected to exceed 10 billion dollars by 2030, with the medical application market projected to reach 40 billion dollars by 2030 and 145 billion dollars by 2040 according to McKinsey [5][6]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down 0.1% at 3961.21 points, while the Shenzhen Component Index rose 0.23% and the ChiNext Index fell 0.06% [2] - The trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, a decrease of 101.9 billion yuan compared to the previous trading day [3] Film Industry - The 2025 New Year box office has reached 5.245 billion yuan, marking the second time in Chinese film history that the New Year box office has surpassed 5 billion yuan, achieving the highest level in nearly eight years [8] - The film sector saw significant stock price increases, with companies like Baida Qiancheng hitting the daily limit with a 20% increase, and Jin Yi Film also reaching the limit [8] Robotics Sector - The humanoid robot sector continued its upward trend, with companies like Wuzhou Xinchun achieving consecutive gains and setting historical highs, while Tianqi Co., Hongying Intelligent, and others also saw significant increases [11] - The establishment of a standardization committee for humanoid robots and embodied intelligence is expected to enhance the industry's development [13] Semiconductor Industry - The semiconductor sector experienced a rise, with stocks like Zhuosheng Micro and Dongxin Co. seeing increases of over 10% and 6% respectively [15] - A significant acquisition by SMIC was announced, involving the purchase of 49% equity in a subsidiary for 40.6 billion yuan, which will result in SMIC holding 100% of the subsidiary [16] Aerospace Sector - The commercial aerospace sector was active, with stocks like China Satellite and China Satcom reaching new highs, and Lei Ke Defense hitting the daily limit [19] - New regulations aimed at facilitating financing for commercial rocket companies were introduced, which could boost the industry's growth [23]

万润股份（002643.SZ）12月30日在投资者互动平台表示，公司布局的高性能聚合物产品聚醚酰亚胺 （PEI）材料下游主要应用于光纤连接器、航空航天复合材料及型材等应用领域，该材料目前已实现销 售，其年产能1500吨的量产线已投入试生产，未来有望随着量产线运行成熟及下游需求增长逐步达产。 每经AI快讯，有投资者在投资者互动平台提问：看你回复投资者提问时表示，公司产品可用于商业航 天领域，为何在交易软件里未提现这一概念？公司是否有意添加这一概念？ （文章来源：每日经济新闻） ...

Group 1 - The Shanghai Stock Exchange has released guidelines for commercial rocket companies to list on the Sci-Tech Innovation Board, marking a significant step for these companies to access capital markets [1] - The guidelines emphasize the importance of "undertaking national tasks, participating in national engineering projects," and "reusable technology," which may accelerate the IPO process for leading private commercial rocket companies [1] - The commercialization of rockets is expected to drive demand in upstream and downstream sectors such as satellite manufacturing, ground equipment, and space applications [1] Group 2 - The Chinese commercial space industry is entering a phase of intensive satellite launches, with a reported 41% year-on-year increase in domestic commercial launch orders and a success rate of 98.5% [1] - By 2025, the scale of China's commercial space industry is projected to reach between 2.5 trillion to 2.8 trillion yuan, with an annual compound growth rate exceeding 20% and over 600 commercial space companies [1] - The mastery of reusable rocket technology is seen as crucial for winning the space infrastructure race, with recent successful launches indicating accelerated development of low-cost, high-frequency access to space [2] Group 3 - The satellite ETF has shown strong performance, with the CSI Satellite Industry Index rising by 1.82% and the ETF gaining over 2% in a single session, marking a five-day winning streak [2] - The top ten weighted stocks in the satellite ETF account for 59.23% of the index, with significant gains from key players such as China Satellite and Aerospace Electronics [2][3] - The CSI Satellite Industry Index has outperformed similar indices, with a 30.12% increase over the past two weeks, indicating strong investor interest and confidence in the sector [3]

记者丨金珊 李益文 编辑丨谢珍 设计丨郑嘉琪 12月30日，沪指早盘一度震荡翻红，创业板指冲高回落，截至午间收盘，沪指跌0.1%，深成指涨0.23%，创业板指跌0.06%。全市场半日成交 额1.3万亿，较上个交易日缩量943亿，超2700只个股下跌。 | 上证指数 | 深证成指 科创综指 | | | --- | --- | --- | | 3961.21 | 13568.09 1637.81 | | | -4.07 -0.10% +30.99 +0.23% -0.27 -0.02% | | | | 创业板指 | 北证50 | 万得全A | | 6420.57 | 3220.56 1446.55 | | | +7.56 +0.12% | -2.05 -0.06% -9.90 -0.68% | | | 中证500 中证500 中证A500 | | 沪深300 | | | 7455.58 5648.27 | 4638.90 | | -0.47 -0.01% +24.97 +0.34% +7.51 +0.13% | | | | 中证1000 | 深证100 中证红利 | | | 7611.03 | 5853.32 - ...

12月30日，沪指早盘一度震荡翻红，创业板指冲高回落，截至午间收盘，沪指跌0.1%，深成指涨0.23%，创业板指跌0.06%。全市场半日成交额1.3万亿， 较上个交易日缩量943亿，超2700只个股下跌。 | 从板块来看，商业航天概念反复活跃，多股涨停，其中，大业股份（603278）5连板，中国卫通（601698）3天2板创新高，中超控股（002471）5天4板。 | | --- | | 成分股 | 星金 | 资金 | 分析 新闻 简况(F10) | | --- | --- | --- | --- | | 名称/代码 | | | 最新 = 涨幅 ◆ 5日涨幅 ◆ ▶ | | 长城电工 | | | 10.52 +10.04% +13.73% | | 600192 融 | | | | | 首板 最终涨停10:27 | | | | | 东方通信 | | | 16.89 +10.03% +10.97% | | 600776 融 | | | | | 首板 最终涨停 09:59 卫星通信 | | | | | 雷科防务 | | | 11.41 +10.03% +32.37% | | 002413 融 | | | | | 2 ...

资料显示，航空航天ETF天弘（159241）跟踪的指数一键配置航天装备、国产大飞机、低空经济、军工 信息化等概念股，是军工行业的细分领域，标的指数99%属于国防军工行业，相比其他军工类指数占比 更高，纯度更高，更细分，更符合当下市场关注，在军工类指数ETF中投资价值更高。 （文章来源：每日经济新闻） A股三大指数早盘低开高走，军工板块走强，航空航天概念股表现亮眼！航天发展涨超9%，中国卫 星、国博电子涨超8%，中航重机涨超7%。 受盘面影响，航空航天ETF天弘（159241）所跟踪的国证航天航空行业指数早盘低开高走涨约2%，创 本轮行情新高。 消息面上，《上海证券交易所发行上市审核规则适用指引第9号——商业火箭企业适用科创板第五套上 市标准》近日出台，旨在鼓励商业火箭企业开展关键核心技术产品研发创新，增强制度的包容性、适应 性，加快推进商业航天创新发展、主动服务航天强国战略。 有券商表示，商业航天产业正从培育期进入壮大期，未来政策面或将通过优化行业准入、强化项目核 准、推动基础设施共建共享等措施，引导资源向核心技术突破和高附加值环节集中。此外，随着发射成 本下降与在轨算力提升，未来太空算力有望形成"多发多省" ...

MACD金叉信号形成，这些股涨势不错！ 【午评：创业板指冲高回落跌0.06% 数字货币、机器人概念走强】智通财经12月30日电，沪指早盘一度 震荡翻红，创业板指冲高回落。沪深两市半日成交额1.29万亿，较上个交易日缩量1019亿。盘面上热点 快速轮动，全市场超2700只个股下跌。从板块来看，商业航天概念反复活跃，大业股份5连板，中国卫 通3天2板创新高，中超控股5天4板。人形机器人概念延续强势，天奇股份4连板，五洲新春（维权）2连 板。数字货币概念表现活跃，御银股份、翠微股份双双2连板。AI应用端持续走高，酷特智能20cm涨 停。下跌方面，海南自贸概念跌幅居前，海南发展、罗牛山下挫。多只零售概念股走弱，百大集团触及 跌停，东百集团、茂业商业跌超5%。截至收盘，沪指跌0.1%，深成指涨0.23%，创业板指跌0.06%。 转自：智通财经 ...

Core Viewpoint - The article discusses the performance of the A-share market, highlighting fluctuations in major indices and sector performances, with a focus on the impact of specific themes such as digital currency and commercial aerospace on stock movements [3][4][5]. Market Performance - As of the midday session, the Shanghai Composite Index fell by 0.1% to 3961.21, while the Shenzhen Component Index rose by 0.23% to 13568.09, and the ChiNext Index decreased by 0.06% to 3220.56 [3][4]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, a decrease of 101.9 billion yuan compared to the previous trading day, with over 2700 stocks declining [5]. Sector Highlights - The film and television sector saw a rebound, with notable stocks like Baidu and Huayi Brothers experiencing significant gains, driven by a total box office of 5.245 billion yuan for the 2025 New Year’s season [7]. - The commercial aerospace sector showed resilience, with stocks like China Satellite and China Satcom rising over 5%, continuing to set historical highs [9]. - Digital currency and cross-border payment sectors were active, with stocks like Cuiwei Co. and Feitian Chengxin hitting the daily limit, reflecting positive sentiment around the upcoming implementation of the new digital RMB design [10]. Commodity Market - Nickel futures on the Shanghai exchange rose by 4% to 132,580 yuan per ton, while London nickel also increased by 4% to 16,384.20 USD per ton [6]. - Lithium carbonate futures saw a significant drop of 8% to 115,780 yuan per ton, indicating volatility in the energy metals market [17]. Currency and Economic Indicators - The central bank conducted a reverse repurchase operation of 312.5 billion yuan with a rate of 1.40%, with 59.3 billion yuan maturing today [13]. - The RMB to USD exchange rate was reported at 7.0348, depreciating by 17 basis points from the previous trading day [15].