截至12月5日收盘，商业航天概念上涨3.32%，位居概念板块涨幅第5，板块内，288股上涨，力星股 份、长光华芯、超捷股份等20%涨停，龙洲股份、永鼎股份、西部材料等涨停，星环科技、瑞华泰、斯 瑞新材等涨幅居前，分别上涨17.02%、16.58%、13.94%。跌幅居前的有和而泰、万通发展、联建光电 等，分别下跌10.00%、4.56%、4.26%。 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（%） | | --- | --- | --- | --- | | 超导概念 | 4.15 | 租售同权 | -0.17 | | 光纤概念 | 3.67 | 流感 | 0.03 | | 福建自贸区 | 3.57 | 芬太尼 | 0.08 | | 可控核聚变 | 3.42 | 医药电商 | 0.12 | | 商业航天 | 3.32 | 幽门螺杆菌概念 | 0.14 | | 海峡两岸 | 3.05 | 肝炎概念 | 0.18 | | 特高压 | 2.94 | 仿制药一致性评价 | 0.23 | | 军工信息化 | 2.89 | 国家大基金持股 | 0.29 | | 数字水印 | 2.8 ...

（记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：洛阳轴承是你的子公司吗？为什么力星有洛阳轴承的 商业航天概念？ 力星股份（300421.SZ）12月5日在投资者互动平台表示，您好，洛轴是公司客户，感谢您对公司的关 注！ ...

Market Performance - The financial sector experienced a significant rally in the afternoon, with insurance, brokerage, and fintech leading the gains [1] - Major stocks such as China Pacific Insurance rose nearly 7%, while Zhongyin Securities and Ruida Futures hit the daily limit [2] Stock Highlights - Notable stock performances included Zhongyin Securities (+10.02% to 13.94), Xingye Securities (+45.57% to 7.20), and Dongfang Wealth (+44.11% to 23.31) [3] - The Fujian local stocks were notably active, with nearly 20 stocks including Hongxiang Co. and Fujian Jinsen hitting the daily limit [5] Index Movement - As of the close on December 5, the three major A-share indices rebounded, with the Shanghai Composite Index up 0.7%, the Shenzhen Component up 1.08%, and the ChiNext Index up 1.36% [4] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion, an increase of 176.8 billion compared to the previous trading day, with nearly 4,400 stocks rising [5] Capital Flow - Main capital inflows were observed in the securities, non-ferrous metals, and telecommunications sectors, while outflows were noted in banking, real estate, and consumer electronics [8] - Specific stocks like N Moer-U and China Ping An saw net inflows of 2.495 billion and 1.075 billion respectively, while stocks like Heertai and Sanhua Intelligent Control faced significant outflows [8] Institutional Insights - Dongguan Securities indicated that after sufficient consolidation, the market may see structural recovery opportunities, with many sectors showing valuation attractiveness [9] - Everbright Securities noted a potential rebound in indices following a volume contraction, aligning with classic volume-price signals [9] - Huajin Securities projected a slow bull market in the A-share market by 2026, driven by structural recovery in earnings [9]

大牛股再度涨停。 | 代码 | 名称 | | 涨幅% | 现价 | 派程失 | 采价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 688048 | 长光华芯 | | K 20.00 | 128.82 | 21.47 | 128.82 | | 204543 | | 301002 | 超捷股份 | R | 20.00 | 69.61 | 11.60 | 69.61 | | 196863 | | 688031 | 星环科技-U K | | 15.89 | 72.26 | 9.91 | 72.04 | 72.27 | 92075 | | 920665 科强股份 | | R | 12.47 | 14.34 | 1.59 | 14.31 | 14.34 | 63577 | | 688102 斯瑞新材 | | | K 10.44 | 24.96 | 2.36 | 24.95 | 24.96 | 428215 | | 600973 宝胜股份 | | R | 10.09 | 5.89 | 0.54 | 5.89 | | 737410 ...

盘面上看，银行、医药、地产等板块走低，半导体、有色、军工、农业、汽车等板块拉升，CPO概念、 商业航天概念等活跃。 东莞证券表示，目前市场开始进入行情中段的整固阶段，短期内向上突破的动力相对有限，近期需要重 点关注12月10日的美联储议息会议是否会降息，国内方面需要重点关注中上旬的12月中央政治局会议和 中央经济工作会议对明年的政策定调。往后看，市场在经历充分整理后，有望迎来结构性的修复机会， 同时当前许多板块已显现出一定的估值吸引力，中长期配置价值逐步提升。板块上建议进行均衡配置， 关注有色金属、科技成长、新能源和红利等板块。 5日早盘，两市主要股指盘中震荡上扬，沪指微涨，创业板指等走高，全A超3500股飘红。 截至午间收盘，沪指微涨0.08%报3878.99点，深证成指涨0.39%，创业板指涨0.47%，沪深北三市合计成 交9996亿元。 （文章来源：证券时报网） ...

Group 1 - The A-share market showed a rebound after an initial dip, with the three major indices turning positive before noon, and the total trading volume reaching 992.7 billion, a decrease of 39.4 billion from the previous trading day [1] - The major highlight of the day was the listing of "domestic GPU first stock" Moore Threads on the Sci-Tech Innovation Board, with its stock price peaking at 688 yuan before settling at 590.59 yuan, marking an increase of nearly 417% and a market capitalization of 277.6 billion, making it the fourth largest chip stock on the board [1] - Other stocks related to Moore Threads saw declines, with Heertai down over 9%, Initial Spirit Information down over 7%, and Zhongke Lanyun down 6.8% [1] Group 2 - Several companies have direct or indirect stakes in Moore Threads, including Heertai with a direct holding of 1.03% and an additional 0.50% through Beijing Qichuang Kexin, Zhongke Lanyun with a total indirect holding of 0.503%, and Yingqu Technology with a direct holding of 0.34% [2] Group 3 - The local stocks in Fujian experienced a surge, with Hai Xin Food achieving 7 consecutive trading limits, and other companies like Anji Food and Taiyang Cable also seeing significant gains [4] - The commercial aerospace sector continued to show strength, with Longguang Huaxin and Chaojie Co. both hitting the 20% limit up, driven by positive news in the industry [5]

Market Overview - The A-share market showed a rebound after an early dip, with the three major indices turning positive before noon, and the total trading volume in the Shanghai and Shenzhen markets reached 992.7 billion, a decrease of 39.4 billion from the previous trading day [1] - The Shanghai Composite Index closed at 3878.99, up 3.19 points or 0.08%, while the Shenzhen Component Index rose by 50.37 points or 0.39% [2] Key Stock Movements - One of the major highlights of the day was the listing of "domestic GPU first stock" Moore Threads on the Sci-Tech Innovation Board, with its stock price peaking at 688 yuan before settling at 590.59 yuan, marking an increase of nearly 417% and a market capitalization of 277.6 billion [3] - Moore Threads became the fourth largest chip stock on the Sci-Tech Innovation Board, with significant profits for investors, as one lot could yield nearly 270,000 yuan [4] Related Companies - Several companies have direct or indirect stakes in Moore Threads, including: - Heertai with a direct holding of 1.03% - Zhongke Lanyun with a combined holding of 0.50% - ST Huayun with an indirect holding of 0.36% through a subsidiary [5] - Other companies related to Moore Threads saw mixed performance, with only Zhuoyi Information showing gains while others like Heertai and Chuling Information experienced declines [4] Sector Trends - The CPO concept stocks surged, with Changguang Huaxin hitting the daily limit and creating a historical high, alongside other companies like Zhishang Technology and Yongding Co. also reaching their limits [6] - The commercial aerospace sector continued to show strength, with multiple stocks hitting their daily limits, driven by positive news and expectations for advancements in reusable rocket technology by 2025 [6] Commodity Market - In the commodities market, LME copper prices reached record levels, with Citigroup predicting prices could hit $13,000 per ton in the next 6 to 12 months [6]

【导读】商业航天概念股表现活跃，超捷股份20%涨停 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 12月5日早盘，A股市场震荡调整。截至发稿，三大指数小幅走低。 | 上证指数 | 深证成指 | | | | 北证50 | | | --- | --- | --- | --- | --- | --- | --- | | 3871.76 | 12997.70 | | | | 1391.02 | | | -4.04 -0.10% -9.01 -0.07% -0.07% +3.73 +0.27% | | | | | | | | 科创50 | | 创业板指 万得全A | | | | | | 1315.43 | 3064.09 | | | 6182.89 | | | | -10.74 -0.81% -3.39 -0.11% - +2.88 - +0.05% | | | | | | | | 沪深300 | 中证500 | | | | 中证A500 | | | 4541.92 | 7010.39 | | | | 5457.33 | | | -4.64 -0.10% -2.42 -0.03% -4.42 -0.03% - ...

【导读】商业航天概念股表现活跃，超捷股份20%涨停 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 12月5日早盘，A股市场震荡调整。截至发稿，三大指数小幅走低。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3871.76 | 12997.70 | 1391.02 | | -4.04 -0.10% | -9.01 -0.07% +3.73 +0.27% | | | 科创50 | 创业板指 | 万得全A | | 1315.43 | 3064.09 | 6182.89 | | -10.74 -0.81% | -3.39 -0.11% +2.88 +0.05% | | | 沪深300 | 中证500 | 中证A500 | | 4541.92 | 7010.39 | 5457.33 | | -4.64 -0.10% -2.42 -0.03% -4.42 -0.08% | | | | 中证1000 | 深证100 | 中证红利 | | 7258.70 | 5731.03 | 5533.75 | | +10.04 +0.14% -6.38 -0.11% -19.21 ...

| 编辑 | | --- | ｜钉钉 12月5日，商业航天概念延续强势，截至发稿，长光华芯、超捷股份20%涨停；龙洲股份一字涨停，走 出三连板；此外，永鼎股份、上海港湾、天箭科技、航天科技等均涨停。 ...