12月15日，航天电子（600879）(600879.SH)发布公告称，公司拟以现金方式对控股子公司航天长征火 箭技术有限公司（下称"航天火箭公司"）增资7.28亿元（其中1.28亿元为2017年再融资项目"天地一体化 测控通信系统及产品应用项目"投入的募集资金），航天火箭公司其他股东拟同比例增资，增资完成 后，航天火箭公司股权结构和持股比例均保持不变，仍为公司控股子公司。 公告显示，本次增资中1.275亿元来自公司2017年再融资项目募集资金，该部分资金此前以借款形式形 成母子公司挂账，此次增资将理顺这一财务关系；其余资金将用于航天电子信息业务能力提升、核心关 键技术攻关，助力公司融入商业航天发展（000547）新格局。 二是有利于航天火箭公司持续开展核心关键技术攻关。经过近二十年发展，航天火箭公司在地面测运 控、数据链组网和空间信息网络等专业领域攻克了多项关键技术并具有一定的行业领先地位。 随着"十五五"期间天地一体化网络建设的深入推进，航天火箭公司在大规模星间链路与弹性组网技术、 空间动态集群组网数据链技术、高性能芯片设计等关键技术领域必须持续开展关键技术研发攻关。 本次增资的部分资金将用于解决关键技术 ...

格隆汇12月16日丨景业智能(688290.SH)在投资者互动平台表示，目前，公司尚未将相关技术或产品直 接应用于商业航天领域。 ...

立足自贡搭建大型无人机复材部段总装优势，打造低空经济全产业链服务能力。1）特种无人飞行器方 面，2024 年8 月，自贡广联与中航工业某单位签署5578 万元大型固定翼无人机复合材料机翼部段合 同。公司在重点无人机型号方面已形成先发优势且具备可持续增长性，西南方向无人机业务或提供新增 量。2）民用低空方面，公司投身无人航空器机体结构的设计与制造工作，推动无人机与通航产业的跨 界融合，在农林植保、物流运输、航空测绘、应急救援等场景形成应用能力。 聚焦无人船及无人潜航器前沿领域，探索船舶复合材料创新应用。武汉广联积极参与无人舰艇的整机结 构平台研制工作，积极探索复合材料在船体结构、上层建筑等关键结构件的创新应用，通过轻量化设计 提升船舶性能与燃油效率，增强船体耐腐蚀性与结构强度，全力打造具备高隐蔽性、强自主性与卓越任 务执行能力的无人船平台。 报告摘要 公司前瞻布局火箭制造与卫星制造配套，受益于商业航天加速发展。1）火箭端，2025年5 月，公司拟 收购天津跃峰51%股权，天津跃峰深耕运载火箭贮箱等结构件加工，公司配备φ2250~φ5000 火箭贮箱焊 接设备，是国内首家深度布局火箭箭体生产领域、打通从零部件制造 ...

格隆汇12月16日丨苏州高新(600736.SH)在投资者互动平台表示，东菱振动为商业航天企业提供振动测 试解决方案，产品应用于火箭、卫星等航天器的研制和测试环节。 ...

今天，A股三大指数调整。截至收盘，上证指数下跌1.11%，深证成指下跌1.51%，创业板指下跌2.1%，全市场成交额约1.74万亿元。 板块方面，互联网金融板块午后走强，恒宝股份（002104）等多股涨停。商业航天反复活跃，其中，航天电子（600879）放量涨停，成交额超100亿元， 实现"2连板"，截至收盘，封单超18万手。零售概念股全天强势，百大集团（600865）实现"4连板"，红旗连锁（002697）、广百股份（002187）实现"2连 板"。贵金属、影视院线等板块跌幅居前。 | 航天电子 | | | | | | | --- | --- | --- | --- | --- | --- | | 600879 融 沪股通 | | | | | | | 17.40 | 17.40 市值 574.08亿 昌 量比 | | | | 1.61 | | ਜ | 流通 574.08亿 | 15.80 | | | 换 18.52% | | 1.58 9.99% | ਜੇ 市室 TTM 293.85 | 16.51 | | | 额 102.13亿 | | 速元 | 异动解读:商业航天+增资+央企。1、据20 ... | | ...

格隆汇12月16日｜有投资者在互动平台向思瑞浦提问：贵司是信号链接芯片营收占比很高，是否有卫星 信号链接芯片？是否涉及商业航天领域？ 思瑞浦回复称，当前公司产品尚未直接应用于商业航天。公 司密切关注包括商业航天在内的新兴领域的技术趋势与市场机会，目前公司已着手开展抗辐射高可靠性 IP与工艺的研究与技术储备，凭借在工业智能制造、汽车电子智能化与电动化及高端通信设备等严苛应 用中所积累的技术能力和高可靠性的产品经验，为后续的产品开发奠定基础。 ...

Core Viewpoint - The overall market performance on December 16 was poor, with significant declines in A-shares and across the Asia-Pacific region, prompting analysts to seek reasons for the downturn [2][12]. Market Performance - On December 16, the Shanghai Composite Index fell by 1.11%, the Shenzhen Component Index dropped by 1.51%, and the ChiNext Index decreased by 2.1% [2]. - A total of 1,091 stocks rose, while 4,302 stocks declined, with 46 stocks hitting the daily limit up [3][4]. Sector Performance - Retail and consumer stocks showed resilience, with companies like Yonghui Supermarket and Anji Food hitting the daily limit up [4]. - The autonomous driving sector was active, with companies such as Zhejiang Shibao and BAIC Blue Valley seeing significant gains following the announcement of L3-level autonomous driving vehicle approvals [5][6]. Notable Stocks - Several stocks in the autonomous driving sector, including Hanxin Technology and Wanji Technology, experienced substantial increases, with Hanxin Technology rising by 29.99% [7]. - Commercial aerospace stocks were also active, with Hualing Cable achieving a four-day limit up streak [8]. Declining Sectors - The film and television industry and photovoltaic equipment sectors faced significant declines, with companies like Bona Film Group and China Film dropping by nearly 10% [10][11]. - The overall sentiment in the market reflected a cautious approach as the year-end approached, with concerns about economic growth and potential interest rate hikes influencing investor behavior [13].

格隆汇12月16日丨国网信通(600131.SH)在互动平台表示，公司并不涉及商业航天或太空算力等相关产 业。公司子公司中电飞华基于光纤通信、无线通信、卫星通信等基础资源，构建形成覆盖全国的"空天 地一体化通信网络"，包括地基网络、空基网络和天基网络，持续提升算网一体融合的多元化通信和算 力服务能力。 ...

格隆汇12月16日丨思瑞浦(688536.SH)在互动平台表示，当前公司产品尚未直接应用于商业航天。公司 密切关注包括商业航天在内的新兴领域的技术趋势与市场机会，目前公司已着手开展抗辐射高可靠性IP 与工艺的研究与技术储备，凭借在工业智能制造、汽车电子智能化与电动化及高端通信设备等严苛应用 中所积累的技术能力和高可靠性的产品经验,为后续的产品开发奠定基础。 ...

Group 1: Market Performance - Major Asia-Pacific stock indices continued to decline, with the Nikkei 225 down over 1% and the KOSPI down over 2%. The A-share indices also fell collectively, while the North Stock 50 index rose by more than 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.72 trillion yuan, a decrease of 49.3 billion yuan compared to the previous trading day. Over 4,300 stocks in the market experienced declines [1] - The commercial aerospace sector showed activity, with stocks like Hualing Cable and Aerospace Electronics seeing significant gains [1] Group 2: Precious Metals - Gold and silver prices experienced a sharp drop, with COMEX gold futures fluctuating around $4310 per ounce and silver falling over 1%. In contrast, spot platinum rose by over 1% [2] - Domestic gold jewelry prices ended a five-day rising streak, with Chow Sang Sang's gold jewelry priced at 1349 yuan per gram, down 4 yuan from the previous day [2] Group 3: Economic Indicators - The Japanese central bank is expected to raise its policy interest rate from 0.5% to 0.75% during its upcoming meeting, marking the highest rate in 30 years [3] - Upcoming economic data releases, including the U.S. non-farm payrolls and CPI for November, may increase market volatility [3] Group 4: Currency Exchange Rates - The offshore RMB to USD exchange rate reached a high of 7.04, the highest since October 4, 2024, while the onshore rate also peaked at 7.04 [4] - The RMB is expected to maintain a stable upward trend in the short term, driven by a weak USD environment and strong domestic equity market performance attracting foreign investment [4] - Optimistic forecasts suggest that the USD to RMB exchange rate may approach 7.0 by year-end, with a potential new equilibrium around 6.7 in a favorable scenario [4]