5月30日午间涨停分析 智通财经5月30日电，今日午盘全市场共32股涨停，连板股总数13只，22股封板未遂，封板率为59%（不含ST股、退市股）。焦点股方面，市场连板高度压 缩至4连板的华森制药、德邦股份。核电板块跌幅居前，人气股王子新材、尚纬股份、融发核电跌停。 归因: 香港立法会５月２1日三读通过《稳定币条例草 案》。今年年底前,香港稳定币有望正式落地。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | | | --- | --- | --- | --- | --- | | 御银股份 002177 | 3天3板 | 10.07% | 09:25 | 数字货币 | | 霍普股份 | ロエリザ | 10 000/ | 00.00 | DIAIA | | 301024 | LALTX | 19.9970 | 07:20 | HVVH | | --- | --- | --- | --- | --- | | 海联毛汇 | 2天2板 | 10.04% | 09:25 | 数字货币 | | 002537 | | | | | | 元隆雅图 | 2天2板 | 9.99% | 09:37 | 数字文创 | | 00287 ...

2000年2月，尼尔号进入环绕小行星运行轨道。此后3个月里，它逐渐靠近爱神星，通过搭载的6台仪 器，获取爱神星的尺寸、质量、密度、磁场、岩石成分以及元素组成等情况。2001年2月12日，尼尔号 降落在爱神星表面，成为世界上首个在小行星表面着陆的探测器。 2003年5月9日，日本发射该国首个小行星探测器——隼鸟号，飞向位于地球和火星之间的丝川小行星。 隼鸟号共采集了约1500颗微粒样品，总质量约0.0018克。 在火星与木星之间的小行星带里，有两颗著名小行星：灶神星和谷神星（国际天文学联合会2006年提出 新定义，将谷神星升格为矮行星）。它们都形成于太阳系早期，并且因为木星引力作用而演化迟缓。灶 神星是与地球类似的岩状天体，谷神星则是典型的冰雪天体，这样两个极不相同的天体竟能同处一个小 行星带，令科学家充满好奇。 2007年9月27日，美国黎明号小行星探测器升空，开始了环绕灶神星和谷神星的探测之旅。经过近4年漫 长旅行，黎明号于2011年7月飞抵灶神星，围绕它运行了14个月，采集了数据和图像。2015年3月，黎明 号进入谷神星轨道，在这里完成了全部使命，直至2018年其燃料耗尽，与地球失去联系。 来源：科技日报 ...

Core Viewpoint - The emphasis is on maintaining confidence and striving to achieve the economic and social development goals for the first half of the year in Wenchang, Hainan Province [2] Group 1: Economic Development - Wenchang is identified as a key area for economic development, with a focus on various projects including agricultural processing, aquaculture, and space technology [2] - The tropical specialty agriculture is highlighted as a "ballast stone" for Wenchang's economy, with a call to leverage local resources such as coconuts, Wenchang chickens, and Hainan snapper [2] - There is a push to enhance the service industry and develop unique cultural tourism brands that reflect Wenchang's characteristics [2] Group 2: Project and Investment - The need to accelerate the progress of new and ongoing projects is stressed, aiming for early completion and utilization [2] - The importance of commercial space industry development is noted, with an emphasis on attracting investment and supporting the full industrial chain [2] Group 3: Governance and Compliance - The focus on implementing the central government's eight-point regulations is reiterated, promoting a culture of practicality and accountability [3]

Core Points - The Tianwen-2 mission marks China's first interplanetary sample return mission, with a design cycle of approximately 10 years, indicating a significant advancement in space exploration [1][4][9] - The mission involves a "dual-target exploration," focusing on asteroid 2016HO3 and comet 311P, with the first phase expected to complete by the end of 2027 [5][8] - The mission's complexity requires advanced technologies such as autonomous navigation and electric propulsion, which are crucial for long-duration space travel [10][12] Mission Overview - The Tianwen-2 mission successfully launched on May 29, with the Long March 3B rocket achieving higher than expected launch precision [1][2] - The mission will undergo 12 flight phases, with the first target being the near-Earth asteroid 2016HO3, followed by a journey to the distant comet 311P [5][6] - The mission aims to enhance understanding of the origins and evolution of small celestial bodies [4][8] Technological Innovations - The mission employs a strategy of "fly, explore, and decide," allowing for real-time adjustments during the journey [10][12] - The propulsion system combines ion propulsion and chemical propulsion, optimizing fuel efficiency for the extended mission duration [12][14] Talent Development - The long duration of the Tianwen-2 mission necessitates a robust talent pool, with a focus on attracting younger professionals to the aerospace sector [15][18] - Recent educational initiatives aim to fill the skills gap in aerospace manufacturing and maintenance, supporting the mission's technical requirements [15][16] - The average age of teams involved in recent missions is relatively young, indicating a trend towards a more youthful workforce in China's space industry [15][18]

中航高科 是国内唯一专业从事航空复合材料研发工程化的企业，核心产品包括碳纤维预浸料、树脂基复合材料等，覆盖军用飞机（如歼-20、运-20）和民用飞机 （如C919、C929）关键部件。2024年航空新材料业务营收占比96.89%，毛利率达39%，主导军用航空复材市场（市占率超60%）。此外，公司布局低空经济领 域，成立深圳轻快世界子公司，为eVTOL（电动垂直起降飞行器）和无人机提供碳纤维复材解决方案，单机用量超100公斤。 光威复材 专业从事碳纤维、经编织物和机织物、系列化的树脂体系、各种预浸料、复合材料构制件和产品的设计开发、装备设计制造等。2024年年度，公司实现 营收24.50亿元，同比基本持平。扣非净利润6.68亿元，同比小幅下降6.15%。此外， 公司碳纤维研发取得重要进展，继湿法T1100级碳纤维成功研制并参与应 用验证之后，公司新开发了干喷湿纺工艺的T1100级碳纤维，并在有关项目考核评比中胜出。新开发的高模型纤维TZ40S提高了耐磨性，降低了生产成 本，实现批量生产，成功在无人机等新兴领域得到批量应用，并开始在特定装备领域进行应用验证。 说明 ： 本文 部分素材来自于中航高科等各大公司官网及 ...

Group 1: Satellite Launch Successes - The Tianqi Constellation 05 satellite group was successfully launched on May 19, marking the completion of the first phase of global networking with 37 satellites[1] - The Lijian-1 Yao-7 rocket successfully launched six satellites on May 21, contributing to urban planning and environmental monitoring[2] - The first large-scale lake ecological environment monitoring satellite was successfully launched on May 17, aimed at creating a remote sensing big data service system covering eight major fields[3] Group 2: Market Performance - The commercial aerospace index fell by 3% during the fourth week of May, with a trading volume of 5.451 billion shares, a decrease of 26.41% from the previous week[3] - Only 13.6% of companies in the aerospace industry chain saw their stock prices rise during the same period[3] - The top three gainers were Sihua Electronics (up 13.16%), Guoguang Electric (up 6.47%), and Aerospace Rainbow (up 4.56%), while the top three losers were Chenxi Aviation (down 14.72%), Tianjian Technology (down 11.14%), and Longxi Co. (down 10.54%)[3] Group 3: Financing Developments - Aurora Star completed over 100 million RMB in A++ round financing, focusing on space laser communication technology[29] - Xinhui Aerospace secured several tens of millions in Pre-A round financing, specializing in electric servo systems for aerospace[32] - Yinke Qirui raised nearly 100 million RMB in strategic financing, focusing on semiconductor technology for space applications[37]

据新华社消息，位于纽约的美国国际贸易法院28日裁定暂停特朗普政府4月2日宣布的一揽子加征关税政 策生效。 上述一揽子加征关税政策，指的是特朗普4月2日签署行政令，宣布对所有贸易伙伴征收所谓"对等关 税"。 美国的"对等关税"政策，当时引发全球资本市场大幅震荡，A股市场也受外盘影响一度出现大幅调整， 不过此后市场开始修复。 美国国际贸易法院的消息，成为今天市场反弹的重要因素，因为其刺激了短线市场风险偏好情绪的回 暖。不过，美国的相关关税政策依然面临着不确定性。 昨天，达哥在文章中援引了中信证券的观点。中信证券表示，从2025年四季度开始，港股和A股市场有 望迎来指数牛市。 不过，在昨天文章的评论区，不少粉丝朋友不太认同上述观点，认为量化资金会成为牛市的绊脚石。 自去年10月8日大盘见到波段高点以来，已经震荡了快8个月。在震荡的过程中，不少人追涨杀跌，没怎 么赚钱。 不过，有一个事实不可否认，那就是期间的板块行情足以让人获得或多或少的收益，比如飞行汽车、商 业航天、低空经济、人形机器人、DeepSeek概念等板块。 最近8个月没有怎么赚钱，一个重要原因就是没有踩准板块行情。 个股涨多跌少，整个市场有4472只个股 ...

进入5月份之后，业内一直在期盼DeepSeek推出R2模型。但时至今日，其神秘面纱依然未被揭开。不过，今天 晚上，突然有消息传来：DeepSeek-R1模型已完成小版本试升级，可前往官方网页、APP、小程序测试（打开 深度思考），API接口和使用方式保持不变。 不过，DeepSeek官方此次并没有公布版本更新的具体内容。今年3月，DeepSeek曾对V3模型进行小版本升级， 同样是通过官方交流群率先宣布，随后公布了具体更新内容。此前，也有许多关于R2大模型的传闻出现，比 如"参数规模被曝达到惊人的1.2万亿，相比前代R1的6710亿参数几乎翻倍等"。但截至目前，并未获得官方证 实。 DeepSeek似乎在憋大招！ 与此同时，当下已经进入到DeepSeek的扩散阶段，不断有公司和行业接入该公司的模型。那么，沉寂已久的 科技股是否会因此再起风云？ De e pSe e k-R1升级 R2没有来，但R1升级了。深度求索公司代表周三在官方微信群中发布的帖子称，DeepSeek完成了"小规模试用 升级"，欢迎前往官方网页、APP、小程序测试（打开深度思考），API接口和使用方式保持不变。 然而，自那之后，DeepSee ...

2025年5月29日，卫星概念爆发。截至 10:32，国证航天航空行业指数(CN5082)强势上涨1.71%，成分股 光启技术(002625)上涨7.39%，上海瀚讯(300762)上涨5.39%，航天晨光(600501)上涨3.46%，华力创通 (300045)，航发科技(600391)等个股跟涨。航空航天ETF天弘(159241)上涨1.51%，实时涨幅居同类第 一，最新价报1.01元。流动性方面，航空航天ETF天弘盘中换手29.06%，市场交投活跃，成交1.00亿 元，成交额居同类第一，流动性领先。 费率方面，航空航天ETF天弘管理费率为0.50%，托管费率为0.10%，费率在可比基金中最低。 5月以来，航天发射成果丰硕：11日，长征六号改运载火箭在太原卫星发射中心点火升空，将遥感四十 号02组卫星送入预定轨道，此次发射是长征系列运载火箭第574次飞行，该卫星用于电磁环境探测及相 关技术试验；13日，长征三号丙运载火箭在西昌航天发射场成功发射通信技术试验卫星十九号，其用于 多频段、高速率卫星通信技术验证，此次为长征系列运载火箭第575次飞行；14日，长征二号丁运载火 箭在文昌航天发射场以"一箭十二星"方 ...

Core Insights - The military industry is undergoing a significant transformation in investment logic, shifting from geopolitical factors to a dual-driven model of "hard technology innovation + industrial upgrading" [1] - Public funds are increasingly investing in aerospace ETF products, with the Huaxia Aerospace ETF (code: 159227) tracking the National Aerospace Industry Index, which focuses on core military companies and low-altitude economy concepts [1][5] Investment Logic - The military industry is moving away from traditional event-driven models to a sustainable growth logic, integrating the "14th Five-Year Plan" equipment mass production with new productivity [2] - The National Aerospace Industry Index covers key areas such as aviation equipment and military electronics, reflecting China's military technology strengths [2] - The C919 aircraft supply chain, including critical materials and core components, is included in the index, allowing it to benefit from domestic substitution and industrial upgrades [2] Index Characteristics - The National Aerospace Industry Index features a unique structure with 38% of its composition in small and medium-sized enterprises, which often exhibit higher performance elasticity [3] - The top ten holdings account for 54% of the index, including leading military enterprises like AVIC and Aero Engine Corporation, creating a balanced structure of "core pillars + innovative pioneers" [3] Industry Opportunities - The aerospace industry is experiencing three strategic growth opportunities: - International military trade has seen a 56.48% increase in export value over the past decade, with drones and precision-guided weapons gaining market share [4] - The low-altitude economy is projected to reach a trillion-level market by 2030, with local plans exceeding 3 trillion yuan for industry clusters [4] - The commercial space sector is growing rapidly, with satellite internet included in new infrastructure, benefiting companies involved in rocket and satellite manufacturing [4] Conclusion - The aerospace industry is entering a golden development period driven by policy support, technological innovation, and market demand [5] - The Aerospace ETF (159227) captures the underlying changes in the military industry and aligns with national strategic emerging industries, offering investors a new opportunity to share in the growth of the aerospace sector [5]