1月30日，航天工程盘中上涨2.10%，截至13:17，报34.55元/股，成交5.12亿元，换手率2.82%，总市值 185.18亿元。 资金流向方面，主力资金净流出284.91万元，特大单买入3477.80万元，占比6.79%，卖出4534.67万元， 占比8.85%；大单买入9267.27万元，占比18.10%，卖出8495.32万元，占比16.59%。 航天工程今年以来股价跌10.84%，近5个交易日跌8.28%，近20日跌10.84%，近60日涨76.28%。 今年以来航天工程已经3次登上龙虎榜，最近一次登上龙虎榜为1月26日，当日龙虎榜净买入-4860.12万 元；买入总计1.03亿元 ，占总成交额比9.23%；卖出总计1.51亿元 ，占总成交额比13.61%。 资料显示，航天长征化学工程股份有限公司位于北京市北京经济技术开发区经海四路141号，成立日期 2007年6月22日，上市日期2015年1月28日，公司主营业务涉及以航天粉煤加压气化技术为核心,专业从 事煤气化技术及关键设备的研发、工程设计、技术服务、设备成套供应及工程总承包。主营业务收入构 成为：工业气体运营业务49.87%，煤炭清洁高效 ...

今年以来中国卫通已经5次登上龙虎榜，最近一次登上龙虎榜为1月26日，当日龙虎榜净买入-1139.92万 元；买入总计2.79亿元 ，占总成交额比4.06%；卖出总计2.90亿元 ，占总成交额比4.23%。 1月30日，中国卫通盘中上涨2.01%，截至10:43，报38.63元/股，成交19.32亿元，换手率1.20%，总市值 1631.88亿元。 资金流向方面，主力资金净流出1495.67万元，特大单买入1.73亿元，占比8.96%，卖出2.21亿元，占比 11.43%；大单买入4.61亿元，占比23.86%，卖出4.28亿元，占比22.16%。 中国卫通今年以来股价涨8.12%，近5个交易日跌9.06%，近20日涨8.12%，近60日涨76.72%。 分红方面，中国卫通A股上市后累计派现7.33亿元。近三年，累计派现4.25亿元。 机构持仓方面，截止2025年9月30日，中国卫通十大流通股东中，华泰柏瑞沪深300ETF（510300）位居 第五大流通股东，持股1450.72万股，相比上期减少17.45万股。易方达沪深300ETF（510310）位居第六 大流通股东，持股1039.66万股，相比上期减少35. ...

资料显示，航天科技控股集团股份有限公司位于北京市丰台区海鹰路6号院2号楼，成立日期1999年1月 27日，上市日期1999年4月1日，公司主营业务涉及车联网及工业物联网、航天应用产品、汽车电子、石 油仪器设备和电力设备。主营业务收入构成为：汽车电子84.98%，航天应用产品9.36%，平台软件及感 知设备6.62%，其他业务0.31%。 航天科技所属申万行业为：汽车-汽车零部件-汽车电子电气系统。所属概念板块包括：航天系、空间 站、航天装备概念、北斗导航、军工央企等。 截至9月30日，航天科技股东户数14.46万，较上期增加80.98%；人均流通股5519股，较上期减少 44.75%。2025年1月-9月，航天科技实现营业收入40.89亿元，同比减少17.99%；归母净利润9489.27万 元，同比增长976.78%。 分红方面，航天科技A股上市后累计派现1.51亿元。近三年，累计派现1037.66万元。 1月30日，航天科技盘中上涨2.03%，截至10:41，报28.66元/股，成交21.52亿元，换手率9.59%，总市值 228.76亿元。 资金流向方面，主力资金净流出4969.04万元，特大单买入2.7 ...

1月23日，中天火箭盘中上涨2.00%，截至10:15，报73.79元/股，成交2.66亿元，换手率2.35%，总市值 114.67亿元。 资料显示，陕西中天火箭技术股份有限公司位于陕西省西安市蓝田县蓝关街道，成立日期2002年8月2 日，上市日期2020年9月25日，公司主营业务涉及小型固体火箭及其延伸产品的研发、生产和销售。主 营业务收入构成为：增雨防雹火箭及配套装备57.78%，炭/炭热场材料16.20%，其他民品9.94%，军用 小型固体火箭9.22%，固体火箭发动机耐烧蚀组件6.77%，智能计重系统及测控类系统集成0.10%。 中天火箭所属申万行业为：国防军工-航天装备Ⅱ-航天装备Ⅲ。所属概念板块包括：航天科技集团、航 天系、航天装备概念、白马股等。 截至1月9日，中天火箭股东户数5.42万，较上期增加65.33%；人均流通股2867股，较上期减少39.53%。 2025年1月-9月，中天火箭实现营业收入4.44亿元，同比减少30.95%；归母净利润-2938.34万元，同比减 少270.98%。 中天火箭今年以来股价跌6.05%，近5个交易日跌2.72%，近20日涨18.37%，近60日涨30.2 ...

Core Viewpoint - The A-share market opened lower on January 15, with declines in major indices, indicating a bearish sentiment among investors [1] Market Performance - The Shanghai Composite Index fell by 0.48% - The Shenzhen Component Index decreased by 0.63% - The ChiNext Index dropped by 0.93% - The Northern Stock 50 Index declined by 1.25% [1] Sector Performance - Strong performance was observed in sectors such as fiberglass, VPN, non-ferrous metals (nickel), cybersecurity, and dye coatings - Weak performance was noted in sectors related to China Electronics Technology Group, Kuaishou, aerospace, short dramas, and satellite internet concepts [1]

Market Performance - The three major indices experienced a pullback after reaching highs, with the Shanghai Composite Index down 0.03%, the Shenzhen Component Index down 0.31%, and the ChiNext Index down 0.83% [1] - The North Stock 50 Index decreased by 0.27% [1] - The total trading volume in the Shanghai and Shenzhen markets was approximately 24,351.81 billion yuan, an increase of about 1,283.01 billion yuan compared to the previous trading day [1] Stock Movement - A total of 2,430 stocks rose while 2,865 stocks fell across the market [1]

Core Viewpoint - The A-share market opened on January 13, with slight increases in major indices, indicating a mixed market sentiment and sector performance [1] Group 1: Market Performance - The Shanghai Composite Index rose by 0.11% [1] - The Shenzhen Component Index increased by 0.21% [1] - The ChiNext Index saw a rise of 0.07% [1] - The North Stock 50 Index gained 0.45% [1] Group 2: Sector Performance - Strong performance was observed in sectors such as Kuaishou, AI corpus, AI healthcare, educational information technology, and AIGC concepts [1] - Weak performance was noted in sectors related to aerospace, MLCC, large aircraft, Chengfei, and the AVIC system [1]

Market Performance - The three major A-share indices collectively declined, with the Shanghai Composite Index down by 0.07%, the Shenzhen Component Index down by 0.51%, and the ChiNext Index down by 0.82% [1] - The North Stock 50 index increased by 0.81% [1] - The total trading volume in the Shanghai and Shenzhen markets was approximately 280.04 billion yuan, a decrease of about 53.84 billion yuan compared to the previous trading day [1] Stock Movement - Out of 3731 stocks in the market, 3731 stocks rose while 1595 stocks fell, with 111 stocks hitting the daily limit up and 6 stocks hitting the daily limit down [1] Sector Performance - Leading sectors included aerospace, aircraft carriers, military state-owned enterprises, defense and military industry, electric equipment, and construction engineering [1] - Underperforming sectors included non-ferrous metals such as cobalt, antimony, zinc, securities, energy metals, and non-bank financials [1]

Macro Dynamics - The National Development and Reform Commission (NDRC) and other departments have released the "Benchmark Levels and Baseline Levels for Clean and Efficient Utilization of Coal (2025 Edition)", aiming to align with the strictest domestic and international pollutant emission standards for coal [2][3] - The document emphasizes the need for dynamic adjustments to benchmark and baseline levels based on industry development and standard revisions, enhancing the guiding role of benchmark levels and the constraining role of baseline levels [2] Industry Initiatives - Six departments, including the NDRC and the Ministry of Industry and Information Technology, are promoting the clean and efficient utilization of coal in new and existing projects, encouraging upgrades to meet benchmark levels [3] - Existing projects that fall below baseline levels are urged to undergo orderly upgrades, with a general deadline of no more than three years for compliance [3] Financial Data - From January to November, the national general public budget revenue reached 200,516 billion yuan, a year-on-year increase of 0.8%, with tax revenue at 164,814 billion yuan, up 1.8% [4] Company Dynamics - Zhong Fu Li has resigned from key positions in Hangzhou Wahaha Food Co., marking her complete exit from core management roles within the Wahaha Group [10] - The company, established in 1992, is a significant player in the pre-packaged food sector and holds 387 trademarks valued over 90 billion yuan [10] Market Data - On December 17, A-shares saw a collective rise, with the Shanghai Composite Index up 1.19% and the ChiNext Index up 3.39%, indicating a strong market performance [8] - In Hong Kong, the Hang Seng Index increased by 0.92%, with notable gains in the metals and semiconductor sectors [9] Technology Developments - Moer Thread has announced the open-sourcing of its 3DGS base library LiteGS, which can achieve up to 10.8 times training acceleration while reducing parameter volume by over 50% [11] Business Contracts - Shanghai Airport has signed contracts for the transfer of duty-free shop operating rights at both Pudong and Hongqiao International Airports, expected to positively impact revenue from 2026 to 2033 [12]

Group 1 - A total of 54 stocks reached the daily limit up, while 33 stocks hit the daily limit down in the A-share market on November 24 [1] - The China Shipbuilding sector showed strong activity, with China Shipbuilding Defense achieving two limit ups in four days, and Jiuzhiyang hitting the limit up [1] - The aerospace sector also strengthened, with Aerospace Power achieving two limit ups in three days, and both Zhongtian Rocket and Aerospace Changfeng hitting the limit up [1] Group 2 - Guosheng Technology recorded seven limit ups in eleven days, while Zhongshui Fishery achieved seven consecutive limit ups [1] - Yong'an Forestry had four limit ups in six days, and several other companies like Guofeng New Materials and Mengtian Home achieved four consecutive limit ups [1] - Stocks such as *ST Baoying faced continuous declines, with four consecutive limit downs, while *ST Jianyi and *ST Jieneng experienced three consecutive limit downs [1]