蜀道装备（300540.SZ）1月9日在投资者互动平台表示，公司产品空分装置、火箭推进剂级液态甲烷装 备及氢能业务领域的液氢产品可适配航天场景。目前，公司正和国内两家航天基地的相关企业开展了气 体设备的供应业务，一是公司交付某合作方的火箭推进剂级液态甲烷生产装置已建设完成，待合作方其 他配套设置建设完成后启动联动调试，该装置可为国内商业航天企业提供服务；二是公司成功获取酒泉 航天产业园配套液体空分装置项目订单，作为园区关键配套装置，设备交付业主方投运后可为航天发射 场稳定长期供应氧气、氮气、氩气等高纯液态、气态产品。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵司有没有给蓝箭航天提供液氧甲烷推进剂？ ...

Core Viewpoint - Aerospace Engineering (603698) experienced a trading halt today, with a turnover rate of 14.47% and a transaction volume of 3.098 billion yuan, indicating significant market activity and investor interest [2] Trading Activity - The stock reached its daily limit, with a trading amplitude of 16.75%. The Shanghai Stock Connect recorded a net purchase of 38.478 million yuan, while total net purchases from brokerage seats amounted to 114 million yuan [2] - The top five brokerage seats accounted for a total transaction volume of 607 million yuan, with a buying volume of 380 million yuan and a selling volume of 227 million yuan, resulting in a net purchase of 153 million yuan [2] - The leading buying and selling brokerage seat was the Shanghai Stock Connect, with a buying amount of 98.9298 million yuan and a selling amount of 60.4518 million yuan, leading to a net purchase of 38.478 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the trading leaderboard five times, with an average price drop of 2.25% the day after being listed and an average increase of 13.52% in the following five days [3] - The stock saw a net inflow of 648 million yuan in principal funds today, with a significant net inflow of 630 million yuan from large orders [3] Financial Data - As of January 5, the stock's margin trading balance was 536 million yuan, with a financing balance of 535 million yuan and a securities lending balance of 1.7626 million yuan. The financing balance increased by 103 million yuan over the past five days, representing a growth of 23.94% [3] - The company's Q3 report, released on October 30, 2025, indicated that it achieved a total revenue of 2.987 billion yuan in the first three quarters, reflecting a year-on-year growth of 79.16%, and a net profit of 134 million yuan, up 5.42% year-on-year [3]

Group 1 - Digital currency concept stocks experienced a collective surge, with Cuiwei Co., Ltd. (603123) hitting the daily limit and Yuyin Co., Ltd. achieving a second consecutive day of limit-up [1][2] - The People's Bank of China (PBOC) announced a new action plan to enhance the management and service system for digital RMB, set to be implemented on January 1, 2026, marking a transition from cash-type to deposit currency-type [4] - As of November 2025, the digital RMB has processed 3.48 billion transactions, with a total transaction amount of 16.7 trillion yuan, indicating significant adoption and usage [5] Group 2 - The digital RMB wallet balance will earn interest, making China the first economy to offer interest on central bank digital currency [4] - The digital currency sector is expected to see accelerated internationalization of the RMB, driven by policies supporting cross-border payment projects with countries like Thailand, Hong Kong, and the UAE [4][5] - Aerospace concept stocks showed strong performance, with the sector index rising over 7% in the morning session, although some stocks faced significant declines due to risk warnings [6][8] Group 3 - Shenjian Co. has seen a continuous rise in stock price, with eight consecutive limit-ups, but has issued multiple risk warnings regarding its commercial aerospace business, which constitutes a small portion of its revenue [8] - Tianjian Technology issued a major risk warning, expecting a revenue reduction of approximately 2.56 billion yuan due to military product price adjustments, which may lead to a negative net profit for the fiscal year [8]

今天航天涨主要还是蓝箭航天工程师的采访吧！毕竟完成IPO辅导的消息几天前就出来了！ 朱雀三号副总师董锴在周二发布的播客采访中表示："对于朱雀三号，首飞只是开始。我们调整计划， 希望26年年中能实现成功回收。 一旦 成功，我们已生产的三发火箭将快速投入迭代，包括结构减重、回收场延伸、换装12B发动机等， 目标是在26年左右进化到「完全体」。 之 后，重点就转向缩短发射周期、提高频率。" 航天真是超级无敌大主线，涨得让人没法怀疑，只能抢先坐上火箭了，被套着再思考吧！ 航天不同阶段该关注哪些标的？ 今天听了西部证券的会议纪要！ 第一阶段核心关注点是火箭，当前行情处于此阶段，核心关注超捷股份、高华科技、斯瑞新材等标的。超捷股份为蓝剑和天兵供应火箭外壳 结构件，一枚火箭价值量约1500万，后续供应燃料贮箱价值量有望翻倍；斯瑞新材供应发动机推力式材料，高华科技供应火箭传感器，它们 将随新型号火箭发射数量上升而有更大增长空间。 A股复盘 | 航天为啥又嗨了 / 2025.12.25 当火箭在明年上半年能稳定提供2-3次发射节奏后，行情将进入第二阶段，核心是卫星和新的设备。 此阶段可关注星网链的这类科技、成长 科技等做TR模 ...

黄白线背离明显，今日题材股集体走强。 题材方面，商业航天板块大幅爆发反包，神剑股份5连板，再升科技（20CM）、大业股份、中超控股、博云新材、九丰能源、上海港湾、超捷 股份（20CM）、星网宇达、瑞华泰、国机精工、中国卫星、钧达股份、航天动力等先后涨停； 福建板块也迎来反弹，合兴包装3连板，欣贺股份、三木集团、瑞达期货、厦门国贸、东百集团等先后涨停； AI硬件板块携手局部走强，麦格米特、生益科技、天津普林涨停，嘉元科技、东材科技、德明利、英维克等集体走强； 1、行情 此外，存储、PTA、核聚变等有局部异动表现，有色钨、养殖、白酒等消费股跌幅居前。 截至收盘，沪指、深成指、创业板指分别收涨0.53%、0.88%、0.77%，市场超4100股上涨，1100余股下跌。 2、商业航天 昨日大跌的航天板块，今日开盘集体爆炸反弹。 神剑股份5连板，再升科技（20CM）、大业股份、中超控股、博云新材、九丰能源、上海港湾、超捷股份（20CM）、星网宇达、瑞华泰、国机 精工、中国卫星、钧达股份、航天动力等先后涨停； 信维通信、天银机电、飞沃科技、广联航空等涨超10%； 亚光科技、斯瑞新材、航天发展、西部材料、北斗星通、霍莱沃、 ...

龙虎榜机构热股 今天机构龙虎榜上榜38只个股，净买入26只，净卖出12只。当日机构买入最多的个股前三位是：天银机电（4.96亿）、中材科技（3日2.99亿）、宏达电子 （3日2.61亿）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 村 | | --- | --- | --- | --- | | 天银机电 300342.SZ | +17.21% | 5/2 | | | 中材科技 002080.SZ | +6.46% | 4/4 | | | 3日 | | | | | 宏达电子 300726.SZ | +6.43% | 4/3 | | | 3日 | | | | 天银机电 龙虎榜显示，今日5家机构净买入4.96亿。 子公司天银星际是国内商业运营的恒星敏感器生产厂商，还有太阳敏感器、姿态控制模块等产品应用于卫星。此外，子公司上海讯析科技的低轨互联网卫星 信号地面处理设备也可应用于航天类业务。 龙虎榜知名游资 上海港湾 个股龙虎榜 控股子公司上海伏曦炘空已于2023年8月投产空间级太阳电池及柔性太阳阵总装线，配套6500㎡科研场地，构建全要素航天供应链，服务二十余家卫星总体 单位。 二、海南 海南发展 个股龙虎榜 ...

基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。12月24日共有23位基金经理发生任职变动。 12月24日，A股三大指数集体上涨。截至收盘，沪指涨0.53%报3940.95点，深成指涨0.88%报13486.42点，创业板指涨0.77% 报3229.58点。从板块行情上来看，今日表现较好的是空间站概念、航天概念和6G概念，而猪肉概念、净水概念和乳业等板 块下跌。 | | | 基金代码 | 公告目期 | SA | | | | --- | --- | --- | --- | --- | --- | --- | | | | 002067 | 2025/12/24 | 20: | | | | | | 023084 | 2025/12/24 | 20: . | | | | 王明路 | 汇安核心资产混合A | 1925/8/8 | 2025/12/24 | 2025/12/23 | 在版 | 开始 ...

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交11.88亿元，其中，买入成交额为6.41亿 元，卖出成交额为5.47亿元，合计净买入9451.34万元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第四大卖出营业部，买入金额为1.83亿 元，卖出金额为6771.98万元，合计净买入1.15亿元。 航天动力(600343)今日上涨2.34%，全天换手率25.10%，成交额60.87亿元，振幅15.65%。龙虎榜数据显 示，沪股通净买入1.15亿元，营业部席位合计净卖出2086.33万元。 上交所公开信息显示，当日该股因日振幅值达15.65%上榜，沪股通净买入1.15亿元。 近半年该股累计上榜龙虎榜16次，上榜次日股价平均涨3.05%，上榜后5日平均涨16.93%。 航天动力12月23日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专用 | 18309.65 | | | 买二 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 营业部 | 1 ...

Group 1 - The article highlights the significant market activity surrounding Hainan Free Trade Port, with over 20 stocks hitting the daily limit up following the official launch of the free trade policies on December 18, which includes zero tariffs and low tax rates [16][21]. - The article notes that the overall market saw a strong performance, with the Shanghai Composite Index rising by 0.69%, and over 2900 stocks increasing in value, indicating a broad market rally [15][16]. - The article mentions the strong performance of the optical communication sector, driven by news of significant orders and technological breakthroughs, contributing to the overall market enthusiasm [16][9]. Group 2 - The aerospace sector remains active, with the upcoming launch of the Long March 12A rocket scheduled for December 23, which is expected to stimulate investment interest in commercial space ventures [5][17]. - The article discusses the current state of China's commercial aerospace investment, which is characterized as being in a "from 0 to 1" phase, suggesting a high potential for growth and investment opportunities [6]. - The article provides a detailed cost analysis of the Long March 12A rocket, highlighting various components and their associated costs, which could inform investment decisions in related aerospace companies [8]. Group 3 - The consumer sector is facing challenges, with Bloomberg reporting that consumer stocks are on track for their longest annual underperformance, driven by weak retail sales and declining housing prices [11]. - Despite the challenges, there are signs of potential recovery, as recent fiscal data indicates a conservative fiscal stance, with expectations for increased fiscal stimulus in 2026 to support economic growth [14]. - The article emphasizes the need for continued efforts to expand domestic demand, as highlighted by recent government discussions on infrastructure and investment in consumer-related sectors [14].

12月18日，A股三大指数涨跌不一，截至收盘，沪指涨0.16%报3876.37点，深成指跌1.29%报13053.97点，创业板指跌2.17% 报3107.06点。从板块行情上来看，今日表现较好的是天基互联、北斗导航和航天概念，而PCB、麒麟电池和算力概念等板 块下跌。 基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。12月18日共有19位基金经理发生任职变动。 根据巨灵统计的数据，近30天（11.18-12.18）共有651只基金产品的基金经理发生离职。其中今天（12.18）有10只基金产品 发布基金经理离职公告，涉及5名基金经理。从变动原因上来看，有5位基金经理是由于工作变动而从管理的10只基金产品 中离职。 工银瑞信基金何肖颉现任基金资产总规模为79.14亿元，管理过的基金多为股票型和混合型基金，任职期间回报最高的产品 是工银新趋势灵活配置混合A（001716），为混合型基金，在 ...