截至1月8日收盘，大飞机概念上涨3.43%，位居概念板块涨幅第6，板块内，130股上涨，天汽模、海特 高新、航天电器等涨停，新劲刚、通光线缆、铂力特等涨幅居前，分别上涨13.17%、10.43%、9.77%。 跌幅居前的有森麒麟、华域汽车、南山铝业等，分别下跌2.47%、1.54%、1.54%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 国产航母 | 4.70 | 金属钴 | -1.62 | | 军工信息化 | 4.20 | 金属镍 | -0.99 | | 太赫兹 | 4.14 | 稀土永磁 | -0.94 | | 中船系 | 3.64 | 期货概念 | -0.94 | | 商业航天 | 3.56 | 金属锌 | -0.92 | | 大飞机 | 3.43 | 金属铜 | -0.80 | | 卫星导航 | 3.41 | EDR概念 | -0.67 | | 军民融合 | 3.35 | 金属铅 | -0.64 | | 脑机接口 | 3.27 | 小金属概念 | -0.64 | | 成飞概念 | 3.27 | ...

Group 1 - The Chengfei concept stock increased by 3.27%, ranking 10th in the concept sector, with 37 stocks rising overall [1] - Notable gainers in the sector included Aerospace Chenguang, which hit the daily limit, and other stocks like Chaozhuo Aerospace Technology and Tongguang Cable, which rose by 11.17%, 10.43%, and 6.24% respectively [1] - The sector saw a net inflow of 444 million yuan from main funds, with 27 stocks receiving net inflows, and 9 stocks exceeding 50 million yuan in net inflow [2] Group 2 - The top net inflow stock was Aerospace Chenguang, with a net inflow of 195 million yuan, followed by Haoneng Co., Zhonghang Chengfei, and Zhonghang Optoelectronics with net inflows of 181 million yuan, 140 million yuan, and 100 million yuan respectively [2] - The highest net inflow ratios were recorded by *ST Lihang at 28.81%, Haoneng Co. at 11.96%, and Tianyi New Materials at 10.28% [3] - The Chengfei concept stocks with significant trading volumes included Aerospace Chenguang with a turnover rate of 23.07% and Haoneng Co. with 11.14% [3][4]

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index down by 0.07% closing at 4082.98 points, while the Shenzhen Component Index fell by 0.51% to 13959.48 points. The ChiNext Index decreased by 0.82% to 3302.31 points, and the Sci-Tech 50 Index rose by 0.82% to 1455.17 points. Overall, 3730 stocks rose while 1588 stocks fell, with a total trading volume of 28003 billion yuan, a decrease of 539 billion yuan from the previous trading day [1][2]. Industry Performance - Among the primary industries, sectors such as defense and military, media, construction decoration, real estate, and building materials led the gains, with increases of 4.18%, 2.00%, 1.76%, 1.60%, and 1.33% respectively. Conversely, non-bank financials, metals, telecommunications, and banking sectors experienced declines of 2.81%, 1.56%, 0.95%, and 0.89% respectively [1][2]. Concept Sector Performance - The top-performing concept sectors included large aircraft, satellite internet, commercial aerospace, aircraft carriers, military information technology, and military-civilian integration, among others. In contrast, sectors such as stock trading software, rare metals, and insurance saw a pullback [2].

Group 1 - The core viewpoint of the news is that Shaanxi Huada's stock has shown significant growth since its listing, with a notable increase in trading volume and market capitalization [1] - As of January 8, Shaanxi Huada's stock price increased by 2.66% year-to-date, with a 65.58% increase over the past 60 days [1] - The company specializes in the research, production, and sales of electrical connectors and interconnection products, with its main revenue sources being RF coaxial connectors (43.55%) and low-frequency connectors (23.02%) [1] Group 2 - As of December 31, the number of shareholders for Shaanxi Huada increased by 43.03% to 28,700, while the average circulating shares per person decreased by 30.09% [2] - For the period from January to September 2025, Shaanxi Huada reported a revenue of 430 million yuan, a year-on-year decrease of 11.77%, and a net profit attributable to shareholders of -14.31 million yuan, a decrease of 141.93% [2] - The company has distributed a total of 22.36 million yuan in dividends since its A-share listing [3]

Core Viewpoint - Guorui Technology's stock has shown a positive trend in early January 2025, with a notable increase in trading volume and market capitalization, indicating investor interest and potential growth in the defense electronics sector [1]. Financial Performance - As of September 30, 2025, Guorui Technology reported a revenue of 2.118 billion yuan, reflecting a year-on-year growth of 6.68%. The net profit attributable to shareholders was 373 million yuan, with a slight increase of 1.15% compared to the previous year [2]. - The company has distributed a total of 1.294 billion yuan in dividends since its A-share listing, with 661 million yuan distributed over the past three years [3]. Shareholder Structure - The number of shareholders decreased by 10.35% to 32,900, while the average number of tradable shares per shareholder increased by 11.54% to 37,704 shares [2]. - Among the top ten circulating shareholders, notable changes include an increase in holdings by Huaxia Military Industry Safety Mixed A and other funds, while Guotou Ruijin National Security Mixed A saw a decrease in holdings [3]. Stock Performance - As of January 8, 2025, Guorui Technology's stock price increased by 4.56% year-to-date, with a 7.22% rise over the last five trading days and an 11.41% increase over the last 20 days, despite a decline of 8.66% over the past 60 days [1]. Business Overview - Guorui Technology, established on June 28, 1994, and listed on January 28, 2003, specializes in the research, development, production, and sales of air traffic control radar, meteorological radar, rail transit signal systems, microwave devices, and special power supplies. The main revenue sources are radar equipment and related systems (90.07%), smart rail transit (5.11%), and industrial software and intelligent manufacturing (4.82%) [1]. - The company operates within the defense industry, specifically in military electronics, and is associated with various concepts such as aircraft carriers, military-civilian integration, and military information technology [1].

1月8日，王子新材盘中上涨3.00%，截至09:35，报20.92元/股，成交5.59亿元，换手率9.66%，总市值 79.92亿元。 资金流向方面，主力资金净流出116.63万元，特大单买入9353.25万元，占比16.72%，卖出9020.28万 元，占比16.12%；大单买入8737.28万元，占比15.62%，卖出9186.89万元，占比16.42%。 王子新材今年以来股价涨16.03%，近5个交易日涨27.64%，近20日涨42.22%，近60日涨21.98%。 今年以来王子新材已经1次登上龙虎榜，最近一次登上龙虎榜为1月7日，当日龙虎榜净买入1.06亿元； 买入总计3.66亿元 ，占总成交额比12.97%；卖出总计2.60亿元 ，占总成交额比9.22%。 资料显示，深圳王子新材料股份有限公司位于广东省深圳市龙华区龙华街道奋进路4号王子工业园，成 立日期1997年5月28日，上市日期2014年12月3日，公司主营业务涉及从事塑料包装材料及产品的研发、 设计、生产和销售。主营业务收入构成为：塑料包装产品63.77%，电子元器件25.19%，其他6.58%，军 工电子产品4.46%。 王子新材所属申万行 ...

1月7日A股指数分化，科创50涨0.99%领涨，创业板指微涨0.31%，沪指、深成指微涨不足0.1%，沪深300跌 0.29%。沪深两市成交额2.85万亿元，较前一日放量约476亿元。个股跌多涨少（3003只下跌，2078只上涨）， 大盘主力资金净流出633.24亿元，煤炭、小金属等板块获主力净流入居前，汽车零部件、软件开发板块净流出最 多。 今日，A股十大人气热股如下：金风科技、雷科防务、雪人集团、岩山科技、航天发展、南大光电、通宇通讯、 国风新材、利欧股份、普利特。 | 热度排名 | 人气个股 | 热度值 | 所属概念 | 热度标签 | | --- | --- | --- | --- | --- | | I | 金风科技 | 9.75 | 商业航天, 海工装备 | 持续上榜 | | 2 | 雷科防务 | 9. 25 | 军工信息化 太亦么, | 6天6板 | | 3 | 雪人集团 | 8.5 | 可控核聚变,核电 | 首板涨停 | | র্ব | 岩山科技 | 8. 25 | AI PC, 多模态AI | 3天3板 | | 5 | 航天发展 | 7.75 | 军工信息化, 商业航天 | 持续上榜 | | ...

资料显示，烟台睿创微纳技术股份有限公司位于中国(山东)自由贸易试验区烟台片区烟台开发区南昌大 街6号，成立日期2009年12月11日，上市日期2019年7月22日，公司主营业务涉及专用集成电路、MEMS 传感器及红外成像产品的设计与制造。主营业务收入构成为：红外热成像及光电业务94.48%，微波射 频业务2.94%，其他2.59%。 睿创微纳所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：军工电子、军工信 息化、军民融合、航天军工、ASIC芯片等。 1月7日，睿创微纳盘中上涨2.00%，截至10:01，报101.30元/股，成交2.39亿元，换手率0.52%，总市值 466.22亿元。 资金流向方面，主力资金净流出205.38万元，特大单买入1537.55万元，占比6.44%，卖出3713.59万元， 占比15.55%；大单买入7631.30万元，占比31.95%，卖出5660.64万元，占比23.70%。 睿创微纳今年以来股价涨0.50%，近5个交易日涨8.00%，近20日涨19.84%，近60日涨20.12%。 分红方面，睿创微纳A股上市后累计派现3.31亿元。近三年，累计派现1.99 ...

公司研究 证 券 研 究 报 告 海格通信（002465）重大事项点评 推荐（维持） 九天无人机首飞成功，公司于低空＆星网多 领域全面布局 华创证券研究所 事项： 12 月 9 日星网应用院相控阵终端等招标公告中标结果，海格通信子公司长沙 金维等中标。12 月 11 日由公司旗下西安驰达承制的九天无人机完成首飞。12 月 25 日 2025 粤港澳大湾区低空经济高质量发展大会期间，由数科集团旗下 广州低空公司牵头、海格通信具体承研的"广州低空飞行综合管理服务平台" 正式发布。 评论： [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 4,920 | 4,387 | 5,336 | 6,317 | | 同比增速(%) | -23.7% | -10.8% | 21.6% | 18.4% | | 归母净利润(百万) | 53 | -87 | 362 | 518 | | 同比增速(%) | -92.4% | -264.3% | 514.0% | ...

Company Overview - Xinchen Technology Co., Ltd. is located in Haidian District, Beijing, and was established on January 24, 1998. The company went public on September 20, 2016. Its main business involves application software development and providing corresponding information technology solutions and services based on its self-developed Xinchen Exchange Platform [1] - The revenue composition of Xinchen Technology includes: software development 45.46%, system integration 38.48%, and professional technical services 16.06% [1] Financial Performance - As of September 30, 2025, Xinchen Technology reported a revenue of 653 million yuan, a year-on-year decrease of 2.92%. The net profit attributable to shareholders was -22.68 million yuan, a year-on-year decrease of 27.87% [2] - Since its A-share listing, Xinchen Technology has distributed a total of 98.81 million yuan in dividends, with 10.18 million yuan distributed over the past three years [3] Stock Market Activity - On January 6, Xinchen Technology's stock price increased by 2.21%, reaching 20.36 yuan per share, with a trading volume of 238 million yuan and a turnover rate of 4.80%. The total market capitalization is 6.079 billion yuan [1] - Year-to-date, the stock price has decreased by 0.63%, but it has increased by 2.83% over the last five trading days, 9.40% over the last twenty days, and 5.60% over the last sixty days [1] Shareholder Information - As of September 30, 2025, the number of shareholders of Xinchen Technology is 37,800, a decrease of 21.84% from the previous period. The average number of circulating shares per person is 6,546, an increase of 27.90% [2] - Among the top ten circulating shareholders, Huabao Zhongzheng Financial Technology Theme ETF is the fifth largest with 2.8394 million shares, an increase of 1.2271 million shares from the previous period. Huaxia Large Cap Selected Mixed A is the seventh largest with 1.0243 million shares, a new shareholder [3]