转自：智通财经 注：智通财经VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 消息面上，从中国航天科技集团一院获悉，由该院抓总研制的我国首艘火箭网系回收海上平台于近日被 命名为"领航者"并成功交付，标志着该院在可重复使用运载火箭技术链条上完成了重要一环，助推从技 术验证到工程应用的跨越。 《狙击龙虎榜》：揭秘游资模式，找寻资金背后的逻辑！ 11月26日20:45《狙击龙虎榜》 追踪市场热点，指出航天局印发商业航天高质量安全发展行动计划，行 业进入加速发展阶段，提及雷科防务的卫星应用业务经过多年持续深耕，已构建自主研发的天地一体化 技术体系，其在11月28日、12月1日、2日收获3连板。 市场热点一 商业航天 《智通财经早知道》：今日复盘+明日前瞻，精选更有价值的交易资讯。 11月30日17:19《智通财经早知道》 追踪主力资金，指出航天发展以航天防务信息科技为主要发展方 向，持续发展蓝军体系及装备、新一代通信与指控装备、空间信息应用、数据智能与安全等四大产业领 域。其在12月2日收获涨停。 | | | 航天发展(000547) | ...

Group 1 - The latest stock price of Lingyi iTech is 10.03 yuan, with an increase of 0.02 yuan from the previous trading day. The trading volume reached 1,801,905 hands, with a transaction amount of 1.798 billion yuan. The intraday high was 10.08 yuan, and the low was 9.86 yuan, resulting in a fluctuation of 2.20% [1] - The company specializes in the consumer electronics sector, offering products such as precision functional parts, structural components, and modules. Recently, the company acquired a 66.46% stake in Jiangsu Keda for 332 million yuan through a combination of convertible bonds and cash, marking its entry into the automotive trim industry. Jiangsu Keda has established stable partnerships with major automakers like Chery Automobile, SAIC Group, and BYD [1] - Apple plans to launch a foldable iPhone in 2026, which is expected to drive the development of the foldable screen supply chain. Lingyi iTech is involved in the research and development of flexible display technology and hinge structures for foldable screen hardware, positioning the company to potentially enter this supply chain [1] - The company announced that there are currently no overdue external guarantees [1] Group 2 - Data on capital flow indicates a net outflow of 100.0525 million yuan on the day, with a cumulative net outflow of 187.0742 million yuan over the past five days [2]

Core Viewpoint - The A-share market shows mixed performance with the Shanghai Composite Index down by 0.41%, while sectors like telecommunications, electronics, and defense are performing well, indicating a shift in market focus towards specific growth areas [1]. Industry Summary - The consumer electronics sector is experiencing growth, with the Consumer Electronics ETF (159732.SZ) rising by 0.68%. Key stocks within this ETF, such as Jingsheng Electronics, Dongshan Precision, and Jingce Electronics, have seen significant increases in their share prices, ranging from 2.25% to 4.13% [1]. - The foldable smartphone market is projected to reach 19.8 million units by 2025, maintaining a penetration rate of approximately 1.6%, which reflects a slowdown in growth compared to previous years. However, advancements in technology and price reductions are driving foldable phones to become a focal point in the mid-to-high-end market [1]. - Major manufacturers are accelerating the development of new products and expanding their product lines and price ranges in preparation for a potential market explosion in 2026 [1]. - Traditional smartphones are entering a saturation phase, with foldable screens defining a new form of smart devices. Apple’s entry into the foldable screen market is expected to accelerate the adoption of foldable smartphones and drive innovation within the foldable supply chain [1]. Company Summary - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index and primarily invests in 50 A-share listed companies involved in the consumer electronics industry, focusing on high-attention sectors such as electronic manufacturing, semiconductors, and optical electronics [1].