Core Viewpoint - The company, Hangya Technology, is actively involved in the development and mass production of critical components for aviation engines, contributing significantly to both international and domestic markets [1] Group 1: Product Applications - The company's products are utilized in aircraft engines, providing the necessary power for flight [1] - Hangya Technology has successfully developed and delivered compressor blades for major international civil aviation engines, including Boeing's B737max, B777, B787, B777X, and Airbus's A320neo, A350 [1] Group 2: Domestic Contributions - The company is a key participant in the synchronized research and development of critical components for domestic aviation engines [1] - It is involved in the mass production of key components for mainstream domestic engines currently in service [1] - The company participates in the research and development of advanced new domestic engines and the production of their components [1]

航空发动机概念资金流入榜 截至12月29日收盘，航空发动机概念上涨1.65%，位居概念板块涨幅第5，板块内，54股上涨，航天环 宇20%涨停，中超控股、海格通信、派克新材等涨停，超捷股份、银邦股份、航宇科技等涨幅居前，分 别上涨16.35%、14.18%、8.42%。跌幅居前的有航发科技、*ST新研、万泽股份等，分别下跌4.02%、 3.34%、2.85%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.23 | 乳业 | -1.90 | | 碳纤维 | 2.52 | 盐湖提锂 | -1.89 | | 兵装重组概念 | 1.94 | DRG/DIP | -1.71 | | 数字货币 | 1.73 | PVDF概念 | -1.68 | | 航空发动机 | 1.65 | 氟化工概念 | -1.61 | | 脑机接口 | 1.62 | 中芯国际概念 | -1.47 | | 跨境支付(CIPS) | 1.57 | 自由贸易港 | -1.46 | | 大飞机 | 1.34 | 磷化工 | -1. ...

截至12月29日收盘，减速器概念上涨1.32%，位居概念板块涨幅第9，板块内，89股上涨，步科股份20% 涨停，东安动力、五洲新春、*ST海华等涨停，昊志机电、斯菱智驱、力星股份等涨幅居前，分别上涨 15.15%、14.23%、9.68%。跌幅居前的有奥联电子、创元科技、宇环数控等，分别下跌12.21%、 10.02%、5.08%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.23 | 乳业 | -1.90 | | 碳纤维 | 2.52 | 盐湖提锂 | -1.89 | | 兵装重组概念 | 1.94 | DRG/DIP | -1.71 | | 数字货币 | 1.73 | PVDF概念 | -1.68 | | 航空发动机 | 1.65 | 氟化工概念 | -1.61 | | 脑机接口 | 1.62 | 中芯国际概念 | -1.47 | | 跨境支付(CIPS) | 1.57 | 自由贸易港 | -1.46 | | 大飞机 | 1.34 | 磷化工 | -1.45 | | 减速器 | ...

Group 1 - The PVDF concept sector experienced a decline of 1.68%, ranking among the top losers in the concept sector, with companies like Duofuduo, Shenzhen Xinxing, and Putailai showing significant declines [1] - Among the PVDF concept stocks, three companies saw price increases, with Jinming Precision Machinery rising by 0.63%, Zhejiang Zhongcheng by 0.18%, and ST Lianchuang by 0.17% [1] - The main capital outflow from the PVDF concept sector today was 1.457 billion yuan, with 17 stocks experiencing net outflows, and six stocks seeing outflows exceeding 10 million yuan [2] Group 2 - Duofuduo had the highest net capital outflow of 1.114 billion yuan, followed by Juhua Co., Shenzhen Xinxing, and Dongyangguang with net outflows of 148 million yuan, 62.397 million yuan, and 40.527 million yuan respectively [2] - The top stocks in terms of capital outflow within the PVDF concept included Duofuduo (-8.06%), Shenzhen Xinxing (-7.66%), and Putailai (-3.17%) [3] - The trading volume for Duofuduo was 20.47%, indicating significant trading activity despite the price drop [3]

《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①6G+商业航天+芯片+算力+低空经济+人工智能！这家公司深度参与我国低轨卫星互联网建设；②商业 航天+人工智能+军工+无人机！这家公司产品可广泛应用于导弹、火箭弹、探空火箭以及商业航天运载火 箭的动力；③商业航天+航空发动机+核电！公司产品助力长征、神舟、嫦娥等航天任务圆满完成。 前言 ...

Market Performance - The Shanghai Composite Index closed at 3959.62, up by 0.47% with an increase of 18.67 points [2] - The Shenzhen Component Index closed at 13531.41, up by 0.33% with an increase of 44.99 points [2] - The CSI 300 Index closed at 4642.54, up by 0.18% with an increase of 8.48 points [2] - The ChiNext Index closed at 3239.34, up by 0.30% with an increase of 9.77 points [2] - The STAR 50 Index closed at 1349.06, down by 0.23% with a decrease of 3.07 points [2] Sector Rankings - The top five sectors by growth include Defense and Military Industry (2.91%), Light Industry Manufacturing (1.59%), Machinery Equipment (1.51%), Automotive (1.46%), and Non-Bank Financials (1.08%) [3] - The bottom five sectors by decline include Comprehensive (-1.12%), Nonferrous Metals (-0.77%), Retail (-0.47%), Coal (-0.24%), and Banking (-0.18%) [3] Market Outlook - The market showed a collective rise with the Shanghai Composite Index achieving seven consecutive days of gains [4] - The People's Bank of China emphasized the continuation of a moderately loose monetary policy and the importance of maintaining capital market stability [5] - The trading volume in the Shanghai and Shenzhen markets reached 1.92 trillion, an increase of 443 billion from the previous trading day [5] - The offshore RMB against the USD broke the 7.0 mark for the first time since September 2024, which is expected to enhance the attractiveness of RMB assets [5] - Key sectors to focus on include dividends, TMT (Technology, Media, and Telecommunications), and consumer sectors [5]

- The report does not contain any quantitative models or factors for analysis[1][2][3]

根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：成飞概念、航空发动机与商业航天。排名前10位的概念板块相关数据见 下表： | 概念名称 | 涨跌幅 (%) | 涨停用 | | --- | --- | --- | | 成飞概念 | 3.87 | | | 航空发动机 | 3.39 | | | 商业航天 | 3.21 | | | 大飞机 | 2.96 | | | 减速器 | 2.95 | | | 卫星导航 | 2.89 | | | 军民融合 | 2.65 | | | 赛马概念 | 2.64 | | | 军工信息化 | 2.58 | | | PEEK材料 | 2.5 | | （文章来源：21世纪经济报道） | 代码 | 简称 | 连板数 | 换手率 (%) | 成 | | --- | --- | --- | --- | --- | | 301005 | 超捷股份 | 2连板 | 22.26 | 37.4: | | 603278 | 大业股份 | 2连板 | 18.87 | 7.21 | | 000859 | 国风新材 | 3天2板 | 25.97 | 25.5 | | 002792 | 通宇 ...

航空发动机+大飞机+专精特新+医疗器械概念+人民币贬值受益 1、公司目前是国内具备以精锻技术实现压气机叶片规模量产并供货于国际领先发动机厂商的内资企 业。全球四大航空发动机厂商中， 法国赛峰、 英国 RR、美国 GE 航空为公司主要客户。另外，公司还 承担了中国航发商发长江系列发动机及中国航发集团多个高性能先进国产发动机零部件的同步研发及试 制加工任务。 公司直接向航空发动机整机制造商销售叶片、转动件及结构件等关键零部件，具备直接 供货所需的资质， 在航空产业链中属于成品零部件供应商，处于产业链的中游。 2、公司产品已覆盖了赛峰 LEAP 及 CFM 56、GE 航空的 CF34及 LMS-100 等、中国航发商发的 CJ1000/2000 等主流发动机机型，最终用途涉及波音系列飞机、空客系列飞机、商飞国产大飞机等。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部专精特新 小巨人企业名单。 ...

Core Viewpoint - The horse racing concept sector has experienced a decline of 2.93%, ranking among the top declines in concept sectors, with notable stocks such as *ST Zhengping hitting the daily limit down, and Xinhua Du, Hainan Rubber, and Zhujiang Piano also showing significant declines [1] Group 1: Sector Performance - The horse racing concept sector saw a net outflow of 163 million yuan from main funds today, with six stocks experiencing net outflows [2] - The top stock with net outflow is Xinhua Du, which had a net outflow of 105 million yuan, followed by Hainan Rubber, Zhongti Industry, and Zhongmu Shares with net outflows of 30.51 million yuan, 17.94 million yuan, and 3.37 million yuan respectively [2] Group 2: Individual Stock Performance - Xinhua Du's stock price decreased by 4.85% with a turnover rate of 16.72% and a main fund outflow of 104.65 million yuan [2] - Hainan Rubber's stock price fell by 2.76% with a turnover rate of 1.85% and a main fund outflow of 30.51 million yuan [2] - Zhongti Industry's stock price decreased by 1.37% with a turnover rate of 2.39% and a main fund outflow of 17.94 million yuan [2] - Zhongmu Shares' stock price declined by 1.39% with a turnover rate of 2.37% and a main fund outflow of 3.37 million yuan [2] - Zhujiang Piano's stock price fell by 2.27% with a turnover rate of 1.04% and a main fund outflow of 3.32 million yuan [2] - *ST Zhengping's stock price decreased by 4.96% with a turnover rate of 0.13% and a main fund outflow of 3.00 million yuan [2]