格隆汇1月29日丨久之洋(300516.SZ)在投资者互动平台表示，公司的星载短波红外相机用于星间激光通 信的ATP环节。在商业航天领域，公司主要为卫星公司和载荷公司提供产品配套和服务。 ...

证券日报网讯 1月28日，久之洋在互动平台回答投资者提问时表示，目前公司已与客户签订了关于星间 激光通信核心部件光纤放大器和捕跟相机的销售合同。公司将继续加大在星间激光通信领域的研发和市 场拓展力度，努力把握行业发展机遇。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the news highlights the significant rise in the Zhongzheng General Aviation Theme Index (931855), which increased by 8.73%, with key stocks such as Huali Chuangtong, Plittech, and Tianyin Electromechanical each rising by 20% [1] - The General Aviation ETF (561660) also saw a rise of 9.99%, marking its third consecutive increase, with the latest price reported at 1.62 yuan [1] - The recently released "Shanghai Action Plan for Supporting the Transformation and Upgrading of Advanced Manufacturing (2026-2028)" emphasizes the development of key and emerging industries, including low-altitude economy and commercial aerospace, which could benefit the general aviation sector [1] Group 2 - Huaxi Securities noted that Starlink has widely adopted laser communication technology in inter-satellite links, providing Tbps-level bandwidth and nanosecond-level latency, which is crucial for high-speed data transmission [2] - The challenges of establishing laser links are acknowledged, but their strong anti-interference and high concealment characteristics make them valuable in military and emergency communication [2] - The Zhongzheng General Aviation Theme Index includes 50 listed companies involved in aviation materials, components, and operations, reflecting the overall performance of the general aviation sector [2] - As of December 31, 2025, the top ten weighted stocks in the Zhongzheng General Aviation Theme Index account for 43.4% of the index, including companies like Aerospace Electronics and China Satellite Communications [2]

Group 1 - The company has made progress in the field of inter-satellite laser communication, which is a crucial component of space computing [2] - The company has signed sales contracts for core components related to inter-satellite laser communication, specifically for fiber amplifiers and tracking cameras [2] - In competitive evaluations among numerous suppliers, the company's fiber amplifiers ranked among the top in various performance metrics [2]

Market Overview - The market experienced a rebound after a dip, with the ChiNext Index rising over 1%. Notable gains were seen in the robotics sector, with stocks like Dayfa Precision and Julun Intelligent hitting the daily limit. The commercial aerospace sector remained active, with companies like China Satellite and Aerospace Machinery also reaching their limits. However, the consumer sector declined, with companies like Tongqinglou hitting the limit down. Overall, nearly 3,900 stocks in the Shanghai and Shenzhen markets were in the red, with a total transaction volume of 1.56 trillion [1]. Key Highlights Robotics Sector - The robotics sector saw significant gains, with companies like Ruineng Technology and Junya Technology hitting the daily limit. The sector's strength was bolstered by reports of U.S. Commerce Secretary Raimondo's meetings with robotics CEOs, indicating strong governmental support for the industry. This follows a trend where robotics is becoming a key competitive area globally, similar to artificial intelligence. Overnight, U.S. stocks in the robotics sector surged, with iRobot up nearly 74% and Tesla rising about 4.1% [4][5]. - Goldman Sachs noted that the U.S. needs substantial investment to catch up in the robotics sector, with financing expected to reach $2.3 billion by 2025, doubling from the previous year. The global humanoid robot market is projected to reach $38 billion by 2035 [6]. - Citibank highlighted that leading manufacturers are accelerating production, predicting a significant increase in global humanoid robot capacity by 2026, with Chinese supply chain companies expected to see their revenues more than double [6]. Aerospace Sector - The aerospace sector continued its strong performance, with Aerospace Machinery hitting the limit up for the second consecutive day. Other companies like Sichuan Jinding and Dongzhu Ecology also reached their limits. Notably, the successful launch of the Zhuque-3 rocket marked a significant milestone in commercial aerospace [7][8]. - OpenAI's founder has expressed interest in building data centers in space, indicating a potential collaboration with a rocket company. This aligns with the growing trend of tech giants exploring space as a new frontier for data processing [7][9]. Domestic Chip Sector - The domestic chip sector showed positive performance, with stocks like Xinjing Road and Lianmei Holdings hitting the daily limit. The upcoming listing of Moore Threads on the Shanghai Stock Exchange is anticipated to further boost the sector [10][11]. Other Notable Trends - The Fujian Free Trade Zone and consumer sectors showed localized activity, while sectors like AI mobile and aquaculture faced declines [12].