资金面上看，今日商业航天概念板块获主力资金净流入133.20亿元，其中，210股获主力资金净流入， 47股主力资金净流入超亿元，净流入资金居首的是中国卫星，今日主力资金净流入11.54亿元，净流入 资金居前的还有再升科技、永鼎股份、航天动力等，主力资金分别净流入8.92亿元、8.21亿元、7.63亿 元。 资金流入比率方面，合众思壮、再升科技、南京熊猫等流入比率居前，主力资金净流入率分别为 57.50%、38.45%、36.11%。（数据宝） 截至12月24日收盘，商业航天概念上涨3.60%，位居概念板块涨幅第2，板块内，354股上涨，新劲刚、 新雷能、超捷股份等20%涨停，南京熊猫、九鼎新材、天通股份等涨停，信维通信、*ST新研、天银机 电等涨幅居前，分别上涨17.96%、17.36%、17.21%。跌幅居前的有灿能电力、大元泵业、光库科技 等，分别下跌2.77%、2.72%、2.53%。 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（%） | | --- | --- | --- | --- | | 太赫兹 | 4.02 | 乳业 | -0.85 | | 商业航天 | ...

Market Overview - A-shares experienced a rise with the Shanghai Composite Index gaining 0.53% to close at 3940.95 points, marking a six-day winning streak [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.8973 trillion yuan, a decrease of approximately 24 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with stocks like Chaojie Co., Xin Jingang, and Xin Le Energy hitting the 20% limit up [3][4] - The sector is driven by supportive policies and technological advancements, including the successful vertical recovery test of the Zhuque-3 rocket and plans for IPOs by leading companies like SpaceX and Blue Arrow Aerospace [5] PCB Sector - The PCB sector also showed strong performance, with stocks such as Youyan Powder Materials and Ruihua Tai reaching the 20% limit up, and Jiayuan Technology rising over 10% [7][8] - The market for PCBs is expected to grow significantly, driven by the AI computing revolution, with a projected compound annual growth rate of 32.5% in the AI/HPC server PCB segment from 2023 to 2028 [9][10] Specific Stock Performances - Victory Energy (001331) achieved a nine-day consecutive limit up, closing at 34.79 yuan per share, with a trading volume of nearly 130,000 hands on the limit up board [12] - The company has warned investors about the significant deviation of its stock price from market fundamentals, indicating potential risks [14]

Market Overview - A-shares experienced a rise with the Shanghai Composite Index achieving six consecutive days of gains, closing up 0.53% at 3940.95 points, while the Shenzhen Component Index rose 0.88% and the ChiNext Index increased by 0.77% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.8973 trillion yuan, a decrease of approximately 24 billion yuan compared to the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with stocks like Chaojie Co. (301005) hitting the daily limit and achieving new highs, while Shenjian Co. (002361) recorded five consecutive limit-ups [2][4] - Institutions noted that policies and industry collaboration are propelling China's commercial aerospace into a new development phase, with the National Space Administration's action plan for high-quality development set for 2025-2027 [4] - The market is expected to see a massive growth opportunity, with a focus on space computing power and reusable rockets, as well as low-orbit communication satellite chains supported by fundamental logic and orders [4] PCB Sector - The PCB sector experienced strong gains, with companies like Youyan Powder Materials and Ruihua Tai both hitting the daily limit of 20%, and Jiayuan Technology rising over 10% [6] - The global PCB market is projected to grow, with a compound annual growth rate of 32.5% in the AI/HPC server PCB segment from 2023 to 2028, driven by demand from new energy vehicles and AI servers [9] Victory Energy - Victory Energy achieved a nine-day consecutive limit-up, closing at 34.79 yuan per share, with nearly 130,000 hands of buy orders at the limit [10] - The company issued a warning regarding significant deviations in stock price from market indices, indicating potential risks of rapid declines and advising investors to make rational decisions [12]

Market Overview - The market experienced a rebound with the Shanghai Composite Index achieving six consecutive gains, closing up 0.53%, while the Shenzhen Component rose by 0.88% and the ChiNext Index increased by 0.77% [1][8] - The total trading volume in the Shanghai and Shenzhen markets was 1.88 trillion yuan, a decrease of 19.6 billion yuan compared to the previous trading day [1] Sector Performance - The commercial aerospace sector saw significant gains, with over 20 stocks hitting the daily limit, including Shenjian Co. with five consecutive gains and Guoji Precision Engineering with three gains in four days [2][6] - The computing hardware sector also showed strength, with stocks like Huanxu Electronics achieving three gains in six days and Yintang Intelligent Control hitting the daily limit [2][6] - The PCB sector experienced a surge, with Shengyi Technology hitting the daily limit and reaching a historical high [4][6] Key Events and Reports - The China Commercial Aerospace Development Conference was held, where a report indicated that China completed 87 space launches this year, with 23 by private commercial rocket companies [2] - Nvidia's GB300 series servers began small-scale shipments this year, with expectations for large-scale production in the first half of next year, potentially reaching 55,000 units, a 129% year-on-year increase [4][7] Individual Stock Highlights - In the commercial aerospace sector, stocks like Shenjian Co. and Guoji Precision Engineering showed strong performance, with Shenjian Co. achieving five consecutive gains [2][6] - The Fujian sector also performed well, with stocks like Anji Food and Hexing Packaging showing multiple consecutive gains [6] - The computing hardware sector saw stocks like Huanxu Electronics and Jintai Technology actively trading, indicating a positive trend [6] Future Market Outlook - The market is expected to continue its upward trend, with the Shanghai Composite Index breaking above the December 8 high of 3936, indicating a potential for further gains [8] - However, the overall trading volume has not significantly increased, suggesting that maintaining a continuous rally may be challenging without additional capital inflow [8]

（原标题：A股上涨！商业航天概念股集体爆发 算力硬件股延续强势） 【导读】A股上涨，LOF集体涨停，收盘后央行又来利好! 今天的市场，表现不错，全场的亮点，不在于股市，而在于基金，在于贵金属！ 一起看看发生了什么事情。 A股上涨 白银基金引发一场场内LOF狂欢 12月24日，市场最大的亮点是LOF出现了涨停潮。 市场人士分析，这是由国投白银LOF高溢价涨停，基民的"狂欢"套利带来资金溢出效应。 今天国投白银LOF继续涨停，溢价已经高达近70%，另外，该基金12月24日发布公告称，国投白银LOF 的场内申购进一步限额，该基金A份额的申购限额仍为500元，C份额的申购限额由500元降至100元。 因此，一个套利的玩法就出现了，原理如下：利用LOF场内交易价格与净值的价差。白银LOF场外净值 约1.8元（2025年12月23日），但场内价格飙升至3元以上，溢价率超60%。 操作如下：T日证券账户内 选择"场内申购"（非直接买入），输入代码161226，按净值申购（限500元/账户/日）。T+2日的时候， 份额到账后，以场内高价卖出，赚取差价。收益计算：若溢价率70%，申购500元可赚约350元。 收盘后的利好 12 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 今天的市场，表现不错，全场的亮点，不在于股市，而在于基金，在于贵金属！ 一起看看发生了什么事情。 A股上涨 12月24日，A股全天走强，三大指数集体上扬。截至收盘， 沪指涨0.53%，深成指涨 0.88%，创业板指涨0.77%。 市场共 4128只个股上涨，86只个股涨停，1137只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 日中 | 涨停 | 86 | | 涨幅 | > 7% | 159 | | 涨幅 | 5-7% | 144 | | 涨幅 | 3-5% | 411 | | 涨幅 | 0-3% | 3414 | | 跌幅 | 0-3% | 1057 | | 跌幅 | 3-5% | 53 | | 跌幅 | 5-7% | 13 | | 跌幅 | > 7% | 14 | | 章中 | 跌停 | 6 | | 上涨家数 | | 4128 | | | | 1137 | | 下跌家数 平盘停牌 总品种数 | | 200 | | | | 5465 | | 总成交额 | | 1897 ...

个股方面，中际旭创成交额居首，为147.5亿元。其后是工业富联、新易盛、航天发展、胜宏科技，成交额分别为141.3亿元、135.1亿元、119.5亿元、112.7 亿元。 | 还原 容代码 名称 | | | - - 现代 - - 总手 | | 明 BERX | 开盘 | 最低 | | 金额 : | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 300308 中际旭创 R +2.16% | 14 14 14 634.40 | | | 23.51万 | 621.00 | 627.64 | 638.00 | 617.60 +0.11% 0.83 | 147.5亿 | | വ 601138 工业富联 | R +3.63% 20709个 65.14 | | | 217.87万 | 62.86 | 64.18 | 66.00 6 63.59 6 +0.00% 1.31 | | 141.2亿 | | က | 300502 新易盛 R | | | | 458.00 | 459.99 | 461.99 447.00 +0.02% 0.77 | ...

Core Viewpoint - The article highlights a significant resurgence in the stock market, particularly in the concept of commercial aerospace, with over 30 stocks experiencing gains of more than 10% and a notable increase in the number of stocks hitting the daily limit up [1] Group 1: Market Performance - A total of 75 stocks hit the daily limit up, with 14 stocks classified as consecutive limit-up stocks, and 9 of these achieving three consecutive limit-ups or more [1] - The upgrade rate for consecutive limit-up stocks stands at 52.94%, excluding ST and delisted stocks [1] - Over 4,100 stocks in the market experienced an increase, indicating a recovery in short-term market sentiment [1] Group 2: Notable Stocks - Victory Energy advanced to a 9 consecutive limit-up streak despite facing suspension pressures, while Shenjian Co. recorded a 5 consecutive limit-up streak [1] - High-profile stocks such as Zhi Sheng Technology and Zhejiang Sebao also achieved limit-up gains, showcasing strong market interest [1] - Luyan Pharmaceutical faced a late-session sell-off, which impacted the overall limit-up height, maintaining it at five limit-ups, excluding stocks with consecutive limit-ups [1] Group 3: Sector Highlights - The commercial aerospace sector has made a strong comeback, with over 30 stocks either hitting the limit up or gaining more than 10% [1] - Notable performers in this sector include Zhi Sheng Technology with 7 limit-ups in 13 days, Shenjian Co. with 5 limit-ups, and Guoji Precision Engineering with 3 limit-ups in 4 days [1] - The computing hardware sector also saw a strong afternoon rally, with companies like Huanxu Electronics achieving 3 limit-ups in 6 days and Jinshi Technology with 2 limit-ups in 3 days [1] Group 4: Market News - The article mentions that NVIDIA's GB300 series servers have begun small-scale shipments by the end of this year, with expectations for large-scale production in the first half of next year [1] - This news has contributed to the positive momentum in the computing hardware sector, with stocks like Shengyi Technology hitting a limit-up and reaching a historical high [1]

值得注意的是，该板块自11月24日以来的累计涨幅已超过20%。从个股表现来看，神剑股份强势录得5连板，国机精工、航天工程（603698）实现4天 3板，创元科技（000551）斩获3连板。 据智通财经，有数据显示，我国商业航天市场规模从2015年的约0.38万亿元增长至2024年的2.3万亿元，年均复合增长率约22%，预计到2030年有望达 到7万亿元至10万亿元。 今日场内多只商品LOF产品涨停 12月24日，市场震荡拉升，沪指高开高走，深成指、创业板指均涨近1%。沪深两市成交额1.88万亿，较上一个交易日缩量196亿。盘面上，市场热点 轮动较快，全市场超4100只个股上涨。 从板块来看，商业航天概念持续爆发，20余只成分股涨停，神剑股份（002361）5连板，国机精工（002046）4天3板，上海港湾（605598）、九鼎新 材（002201）、再升科技（603601）涨停。算力硬件概念拉升，环旭电子（601231）6天3板，英唐智控（300131）20CM涨停。福建板块走强，安记 食品（603696）7天4板，合兴包装（002228）3连板。PCB概念快速拉升，生益科技（600183）涨停创历史新高。 ...

Market Overview - The A-share market experienced a strong upward trend, with the Shanghai Composite Index rising by 0.53%, the Shenzhen Component Index by 0.88%, and the ChiNext Index by 0.77% on December 24 [2] - Over 4,100 stocks in the market increased in value, with a total trading volume of approximately 1.9 trillion yuan, a decrease of 24.1 billion yuan compared to the previous trading day [2] Technical Analysis - The A-share market has broken through an important trading range, indicating a shift from a typical box-shaped fluctuation pattern observed since November 20 [2][4] - The average stock price across the A-share market has also shown a breakout, recovering losses incurred since November 18 [4] Sector Performance - The commercial aerospace sector has shown significant growth, with over 30 stocks closing at their daily limit or with gains of 10% or more [11] - Other strong sectors include power supply equipment and liquid cooling servers, with predictions indicating that the global liquid cooling market could reach $21.8 billion by 2027 [13] - The semiconductor industry is also performing well, with companies like SMIC implementing price increases of around 10% due to rising demand from mobile applications and AI [14] Investment Sentiment - Analysts from Dongguan Securities suggest that the current market conditions are favorable for optimistic positioning ahead of the spring market rally, driven by institutional reallocation and improved liquidity [8] - The focus for the short term will be on the selection of the new Federal Reserve chair and the implementation of domestic monetary and fiscal policies [8]