Core Viewpoint - The company, Beijite (300774), has no plans to rename itself as a mining company and continues to focus on industrial water treatment, high-salinity wastewater resource recycling, and mineral development, emphasizing a strategy that integrates "environmental protection and mineral development" rather than transitioning to a single mining enterprise [1] Group 1: Business Focus - The company's main business areas include industrial water treatment, high-salinity wastewater resource recycling, and mineral development [1] - The strategic layout of the company is centered around the synergy of "environmental protection and mineral development" [1] Group 2: Industry Position - The company has established a complete industrial chain layout for antimony mining, smelting, and recycling through acquisitions and integration [1] - Antimony, as a national strategic minor metal, has unique physical and chemical properties that make it essential in satellite manufacturing, key components of spacecraft, and space exploration technologies [1] Group 3: Market Demand - Antimony plays an irreplaceable role in three major fields: flame retardancy, infrared detection, and energy conversion [1] - The demand for antimony in the commercial aerospace sector is continuously growing, indicating a broad market space [1] - Currently, the company has not engaged in business cooperation within the commercial aerospace sector, and any related business progress will strictly adhere to information disclosure requirements [1]

Core Insights - China's aerospace industry successfully completed its 2025 mission with the launch of the Shijian-29 satellites, marking the 623rd flight of the Long March series rockets and achieving a record 73 launches in 2025 [1] - The aerospace sector is experiencing a resurgence, with the Aerospace ETF (159267) seeing a significant increase in trading activity and a rise of over 2% during the day [1] - The commercial aerospace industry is rapidly developing, with a total net inflow of 155 million yuan into the Aerospace ETF over three days, indicating strong investor interest [2] Industry Developments - The National Space Administration has established a dedicated Commercial Space Office, signaling a commitment to high-quality development in the commercial aerospace sector [2][3] - Recent government initiatives, including the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)," aim to integrate commercial aerospace into the national development framework [3] - The Shanghai Stock Exchange has introduced new listing standards for commercial rocket companies, facilitating financing and accelerating the commercialization process in the aerospace industry [3] ETF and Market Performance - The Aerospace ETF (159267) closely tracks the National Aerospace and Aviation Industry Index, which includes high-quality companies in aerospace and defense, with a commercial aerospace content of 64% [4] - The index reflects the overall performance of the aerospace sector, with a high coverage of defense and military industries, providing investors with a concentrated exposure to aerospace capabilities [4]

花旗发表研究报告指，中集安瑞科过去一个月的股价升幅跑赢恒指，相信主要是由于其商业航空业务正 快速发展。根据中集安瑞科管理层的说法，公司今年的相关业务收入已超过1亿元，其中50%来自海 外。该行认为，虽然该业务收入有限，但由于早前中国国家航天局发布《推进商业航天高质量安全发展 行动计划(2025—2027年)》，因此该业务或可成为中集安瑞科的快速增长部分。另外，该行预计在低利 率环境下，中集安瑞科的清洁能源业务及化工业务亦见复苏，予其"买入"评级，目标价9.5港元。 ...

Core Viewpoint - The company has no plans to change its name to a mining-focused entity, as it aims to maintain a strategic focus on industrial water treatment, high-salinity wastewater resource recycling, and mineral development, emphasizing a synergy between environmental protection and mining [1] Group 1: Business Focus - The company is primarily engaged in industrial water treatment, high-salinity wastewater resource recycling, and mineral development, with a strategic focus on "environmental protection + mineral development" [1] - The company has established a complete industrial chain for antimony mining, smelting, and recycling, positioning itself in a niche market [1] Group 2: Antimony Market - Antimony, classified as a strategic minor metal, has unique physical and chemical properties that make it essential in satellite manufacturing, key components of spacecraft, and space exploration technologies [1] - The demand for antimony in the commercial aerospace sector is continuously growing, indicating a broad market potential [1] Group 3: Business Development - Currently, the company has not engaged in any business collaborations within the commercial aerospace sector, and any future developments will adhere strictly to information disclosure requirements [1]

2025.12. 31 本文字数：1345，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日跌逾1% 截至午盘，沪指跌0.07%，深成指跌0.67%，创业板指跌1.1%。 10:09 新股N新广益盘中扩大涨幅至285%，触发临停，成交超10亿元。 10:05 沪铜、国际铜主力合约日内涨幅扩大至2%，分别报99370元/吨、88820元/吨。 盘面上，算力硬件产业链回调，CPO方向领跌；人形机器人、储能、消费电子、两岸融合概念股走 弱；电商、AI应用题材走强，商业航天概念股仍局部活跃。 | 板块名称 | 涨幅号 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 小红书概念 | | +3.38% +0.12% | | | 快手概念 | +3.13% | +0.01% | 2 | | 文化传媒 | +2.75% | +0.03% | 2 | | Sora概念文生 ... | +2.47% | +0.01% | = | | 智谱AI | +2.41% | +0.00% | | | Al语料 | +2.40% | +0.04% | N | | 中韩自贸区 | ...

凤凰网财经讯 12月31日，沪指早盘窄幅震荡，创业板指冲高回落跌超1%。截至午间收盘，沪指跌 0.07%，深成指跌0.67%，创业板指跌1.1%。沪深两市半日成交额1.31万亿，较上个交易日放量176亿。 | | | | | 私法郎曲出版头 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 涨跌家数 张速% | | | 总手 现手 | | 上证指数 | 3962.24 | -0.07 | -2.87 | 925/1305 | -0.04 | 3.047 | 2.86万 5283.53亿 | | 深证成指 | 13513.21 | -0.67 | -90.86 | 1150/1645 | -0.05 | 4.62 乙 | 1175 7836.73 乙 | | 北证50 | 1445.59 | -0.35 | -5.05 | 135/140 | 0.05 | 462 7 | 890 130.18 Z | | 创业板指 | 3207.24 | -1.10 | -35.66 | 617/734 | | ...

（记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：2025年是商业航天爆发元年，公司开发的火箭推进剂 级别液态甲烷生产装置，已经投产了么？ 蜀道装备（300540.SZ）12月31日在投资者互动平台表示，公司当前聚焦于火箭推进剂级液态甲烷装备 的研发与交付，同时公司空分装置及氢能业务领域的液氢产品可适配航天场景。 目前，公司正和国内 两家航天基地的相关企业开展了气体设备的供应业务，一是公司交付某合作方的火箭推进剂级液态甲烷 生产装置已建设完成，待合作方其他配套设置建设完成后启动联动调试，该装置将为国内商业航天企业 提供服务；二是公司成功获取酒泉航天产业园配套液体空分装置项目订单，作为园区关键配套装置，设 备交付业主方投运后可为航天发射场稳定长期供应氧气、氮气、氩气等高纯液态、气态产品。 ...

风险提示：军工ETF华宝被动跟踪中证军工指数，该指数基日为2004.12.31，发布于2013.12.26。文中提及个股仅为指数成份股客观展示列举， 不作为任何个股推荐，不代表基金管理人和基金投资方向。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、 任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形 式的投资建议，本公司亦不对因使用本文内容所引发的直接或间接损失负任何责任。投资人应当认真阅读《基金合同》、《招募说明书》、 《基金产品资料概要》等基金法律文件，了解基金的风险收益特征，选择与自身风险承受能力相适应的产品。基金的过往业绩并不预示其未 12月31日早盘，商业航天主题板块再度躁动，相关高人气军工ETF华宝（512810）水下拉起，快速翻红涨逾1%，昨日场内价格刷新逾3年新 高。 军工ETF华宝（512810）全面覆盖海陆空天军工核心资产，囊括24只商业航天概念股，权重占比合计28.64%。昨日短线回调后，商业航天成 份股强势反攻，北斗星通一度冲击涨停，航天电子、中国卫通、国科军工等多股继续刷新历史新高。 | ...

盘面热点快速轮动，AI应用端持续拉升，万事利、德生科技、蓝色光标等多股涨停；商业航天概念反 复活跃，雷科防务3连板，顺灏股份、北斗星通、长江通信涨停；机器人概念局部活跃，锋龙股份6连 板，五洲新春3连板续创历史新高；福建板块下挫，鹭燕医药跌停，平潭发展、合兴包装、海峡创新大 跌。 热门板块 AI智能体概念延续强势 AI应用端持续拉升，AI智能体方向领涨，万事利20cm涨停，此前南兴股份2连板，利欧股份、凯文教育 涨停，蓝色光标、宣亚国际涨超10%。 消息面上，Meta以数十亿美元收购开发AI应用Manus的母公司蝴蝶效应。东兴证券认为，人工智能行业 景气度仍有上行空间，其在科技投资领域的主线地位较难撼动。 商业航天概念再走强 商业航天板块持续拉升，航天晨光、北斗星通双双涨停，烽火通信、雷科防务、长江通信等10股此前封 板。 消息面上，上交所支持优质商业火箭企业上市，多家公司推进IPO。华泰证券认为，商业航天产业从培 育期进入壮大期。 12月31日，今日是2025年最后一个交易日，A股三大股指早盘小幅冲高，随后震荡下行，截止午盘，沪 指跌0.07%报3962.24点，深成指跌0.67%报13513.21点，创业 ...

从大类来看，宽基&策略板块ETF净流入居前，达+506.71亿元，主要中证A500板块的流入；行业&主题板块ETF净流出居前，达-143.41亿元。 二、资金加减仓方向 具体到细分板块，宽基&策略板块ETF中，净流入前三大板块依次为：中证A500、策中证500、中证1000；净流出前三大板块依次为：沪深300、创业板、其 他宽基指数。 行业&主题板块ETF中，净流入前五大板块依次为：有色金属、新能源、文娱传媒、主要消费、机器人；净流出前五大板块依次为：半导体芯片、军工、人 工智能、电池储能、食品饮料。 一、全市场概况 截至上周末，全市场权益类ETF总规模50458.92亿元，过去一周场内总规模增加1437.22亿元，总份额增加276.32亿份，资金净流入401.66亿元。 | | | 当周净流入前五及后五的行业&主题板块 | | | | | --- | --- | --- | --- | --- | --- | | 板块 | 本周流入资金 | 本周规模变动 | 本年流入资金 | 本年规模变动 | 其余规模 | | 有色金属 | 15.50 | 40.66 | 248.45 | 366.25 | 439.58 ...