格隆汇12月18日丨晨曦航空(300581.SZ)在投资者互动平台表示，公司的产品是可以用在商业航天领域 的，但是目前公司未开展该业务。 ...

军工ETF（512660）跟踪的是中证军工指数（399967），该指数从沪深市场中选取涉及航空、航天、船 舶等军工领域的上市公司证券作为指数样本，主要涵盖十大军工集团控股的上市公司，以反映中国军工 行业相关上市公司证券的整体表现。行业配置以航空装备和军工电子为主，充分体现军工行业的成长性 和景气度。 （文章来源：每日经济新闻） 消息面，1、朱雀三号首飞成功，完成载荷入轨任务，虽回收未完全成功但验证技术可行性，标志民营 运力端突破里程碑。2、长征十二号A（国家队可回收型号）预计本周末首飞，若可回收试验成功将强 化产业逻辑。3、政策面持续加码，国家航天局设立商业航天司，"十五五"规划首次将商业航天上升为 国家战略。 往后看，商业航天产业进入加速发展期，运力端实现重大突破。朱雀三号对标猎鹰九号，明年国家院所 运力将翻倍，民营火箭发射排期明确。12月底天龙三号一箭36星发射、2026年蓝箭IPO、星网招标等事 件催化密集。 ...

同花顺的商业航天板块，自 12 月 5 日以来创下历史新高，成交量也不断放大，一周成交量突破万亿。朱雀三号发布以来截 至 12 月 15 日，商业航天指数从 1899.50 点升至 2111.59 点， 350 只成分股中大多数公司实现上涨，近百家公司涨幅超 50% 。 将投中网设为"星标⭐"，第一时间收获最新推送 市场就突然"热起来了"。 作者丨 张雪 来源丨 投中网 毫无意外，在 AI 之外，商业航天正在成为 A 股上的又一吸金赛道。 海外同此凉热，不断刷新估值的 Space X 最近被曝出要以 1.5 万亿美元冲刺上市的消息，几乎同一时间， OpenAI 要把算 力中心搬到太空，马斯克甚至要在太空建"戴森环"的计划也浮出了水面。 中美市场的同频，一二级市场的共振，顺着这些线索，我们去跟了几个身处商业航天赛道的投资人聊了聊，他们虽背景不同， 入局时间不同，但都给了我一个相同的答案，商业航天这次真的火了。 12 月 3 日中午 12 点，在酒泉东风商业航天创新试验区，朱雀三号遥一火箭准时点火起飞。随即，乳白色的 4.5 m 直径箭 体在阳光与戈壁冷风中迅速拔起，虽然一级回收验证未成功，但资本市场中商业航天的 ...

A股指数表现分化，沪指红盘震荡，创业板指跌超1%。AI医疗、商业航天、大消费、军工等板块领涨；海南、电池、券商、工程机械等板块领 跌。中金公司拟换股吸收合并东兴证券与信达证券，东兴证券涨停，中金涨超5%，信达证券涨4.55%，沐曦下跌3.85%。 国债期货午盘全线上涨，30年期主力合约涨0.37%报112.400元，10年期主力合约涨0.06%报108.075元，5年期主力合约涨0.03%报105.860元，2年期 主力合约涨0.01%报102.448元。 14:18 焦煤期货主力合约、焦炭期货主力合约均涨超5%，铁矿石期货主力合约涨近2%。 12月18日，A股市场早间走势分化，截至发稿，沪指涨0.2%，深成指跌1.04%，创业板跌1.82%。盘面上，指数黄白二线分化，个股涨多跌少，沪 深京三市超3600股飘红，上午半天成交1.06万亿。具体来看，商业航天概念再度爆发，中国卫星、上海沪工等多股涨停。AI医疗概念走势活跃， 华人健康、塞力医疗等封板。零售、IP经济等消费股拉升，百大集团6连板，德艺文创等涨停。下跌方面，券商股高开低走，中银证券、中信建投 跌超3%。 港股低开，恒指跌0.44%，报25357.69 ...

军工ETF（512660）跟踪的是中证军工指数（399967），该指数从沪深市场中选取涉及航空、航天、船 舶等军工领域的上市公司证券作为指数样本，主要涵盖十大军工集团控股的上市公司，以反映中国军工 行业相关上市公司证券的整体表现。行业配置以航空装备和军工电子为主，充分体现军工行业的成长性 和景气度。 （文章来源：每日经济新闻） 东方财富证券指出，新质战斗力与生产力正成为大军工板块极具弹性的增长极，重点关注商业航天、无 人装备、军用AI等细分领域。"加快先进战斗力建设"位列推进"十五五"时期国防和军队现代化重点任务 之首，军用AI、无人装备等新兴技术对国防军事领域变革将是颠覆性的，商业航天、低空经济、核聚 变等大军工板块产业进入快速发展期，其规模化应用和资本化加速，带动相关产业链公司业务快速增 长。 ...

Group 1 - The commercial aerospace sector is experiencing a significant upward trend, with key stocks like Beimo Gaoke and China Satellite hitting the daily limit, and the Aerospace ETF Tianhong (159241) rising by 2.15%, reaching a cumulative increase of 11% since November 14 [1] - The Aerospace ETF Tianhong (159241) tracks the highest military content index in the market, with over 67% weight in "Aerospace Equipment + Aviation Equipment," benefiting from advancements in national defense and aerospace technology [1] Group 2 - SpaceX's valuation has surged to between 800 billion and 1.5 trillion USD, indicating a move towards an IPO as the company enters a regulatory quiet period [2] - Domestic commercial aerospace is also active, with the Tianlong No. 3 and Long March 12甲 rockets preparing for their first flights, and AVIC Chengfei announcing a 420 million USD investment in a space equipment assembly base [2] - The Shenzhen Low Altitude Economy Industry Association has released two group standards to accelerate the establishment of foundational rules for the low-altitude economy [2] - Huaxi Securities notes a profound cost restructuring in the global commercial aerospace launch sector, with Chinese companies making significant progress in technology breakthroughs and cost reduction [2]

Core Viewpoint - The stock of AVIC Control has shown fluctuations with a recent increase of 2.06%, while the company faces a year-to-date decline of 10.23% in stock price [1] Group 1: Stock Performance - As of December 18, AVIC Control's stock price is 19.81 CNY per share, with a trading volume of 3.04 billion CNY and a market capitalization of 26.054 billion CNY [1] - The stock has experienced a 2.80% increase over the last five trading days, a 4.70% increase over the last 20 days, and a 4.26% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, AVIC Control reported a revenue of 3.968 billion CNY, a year-on-year decrease of 5.75%, and a net profit attributable to shareholders of 401 million CNY, down 36.25% year-on-year [2] Group 3: Shareholder Information - As of December 10, the number of shareholders for AVIC Control is 68,200, an increase of 2.03% from the previous period, with an average of 19,277 circulating shares per shareholder, a decrease of 1.99% [2] - The company has distributed a total of 900 million CNY in dividends since its A-share listing, with 514 million CNY distributed over the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Huaxia Military Safety Mixed A, holding 26.1391 million shares, and the Fortune CSI Military Leader ETF, holding 17.8382 million shares, both showing increases in holdings [3]

Group 1 - The core viewpoint of the news is that Xinchen Technology's stock has shown fluctuations, with a recent increase of 2.11% and a total market value of 6.058 billion yuan [1] - As of December 18, the stock price is reported at 20.29 yuan per share, with a trading volume of 162 million yuan and a turnover rate of 3.32% [1] - Year-to-date, Xinchen Technology's stock has decreased by 1.22%, but it has increased by 6.57% over the last five trading days and 10.51% over the last twenty days [1] Group 2 - Xinchen Technology, established on January 24, 1998, and listed on September 20, 2016, focuses on application software development and information technology solutions based on its self-developed Xinchen Exchange platform [2] - The company's revenue composition includes 45.46% from software development, 38.48% from system integration, and 16.06% from professional technical services [2] - As of September 30, the company reported a revenue of 653 million yuan for the first nine months of 2025, a year-on-year decrease of 2.92%, and a net profit attributable to shareholders of -22.68 million yuan, a decrease of 27.87% year-on-year [2] Group 3 - Xinchen Technology has distributed a total of 98.81 million yuan in dividends since its A-share listing, with 10.18 million yuan distributed over the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include Huabao Zhongzheng Financial Technology Theme ETF, which increased its holdings by 1.2271 million shares, and Huaxia Large Cap Selected Mixed A, a new shareholder with 1.0243 million shares [3] - Hong Kong Central Clearing Limited is also a new top ten circulating shareholder, holding 818,000 shares [3]

中信建投研报指出，2024年政府工作报告提出，积极打造商业航天等新增长引擎。商业航天作为战略性新兴产业，得到了国家的高度重视和支持。"十五 五"期间，中国航天发展的核心转变是从"探索"走向"应用"，目标是培育万亿元级的市场规模。与"十四五"相比，"十五五"更注重火箭制造、卫星应用、终端 服务等全产业链的协同发展，并大力推进手机直连卫星等商业化应用的落地。 大国之翼，大展鸿图！通用航空ETF华宝（159231）及联接基金（A类：024766；C类：024767）标的指数全面覆盖『军用新质战斗力+民用新质生产力』50 只成份股，其中央国企含量超46%，十大军工集团含量超20%，涵盖低空经济、大飞机、军用飞机、商业航天、卫星导航、无人机等热门领域，重点布局技 术壁垒和商业化核心环节（飞行器制造），是内需+军贸共振下一键配置中国航空产业链的利器。 12月18日，航空航天强势领涨，天银机电、中国卫星双双涨停，航天环宇、中科星图涨超10%。一键布局低空经济+大飞机+军民融合+商业航天的通用航空 ETF华宝（159231）场内价格现涨2.37%，盘中一举收复所有均线。 | 序号 | 代码 | 名称 | 估算权重 | 涨跌幅 ...

12月18日，航空航天强势领涨，天银机电、中国卫星双双涨停，航天环宇、中科星图涨超10%。一键布 局低空经济+大飞机+军民融合+商业航天的通用航空ETF华宝（159231）场内价格现涨2.37%，盘中一 举收复所有均线。 | | | | 分割 S日 1分 5分 15分 30分 60分 日 周 月 · | | | | | F9 盘前盘后 叠加 九和 面线 工具 @ (2 ) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.605 | | | | min mir | 159231[新川郡(西武) 13:18 位 0204 落珠 0.014(2373) 4896 0.598 185座 520 JOLY 016044 . , 33% 型 | | | | | | 0.604 +0.014 +2.37% | | | | | | | | | | | | | | SZSE CNY 13:18:57 交易中 查看L2全图 | | | 0.598 | | a province | | | | ...