2月24日 广东"新春第一会"擂响战鼓 为新一年高质量发展锁定目标轨道 广东凭借其超万家企业的硬核积累 与"五虎将"的全链突击 已然展现出锚定星辰大海 在全行业浪潮中率先起跑的雄心 大会所擘画的"制造业与服务业协同"新篇 正在商业航天这一硬核赛道得到迅猛印证 当开年A股的"太空狂飙"映照出产业的无限潜力 市场都在追问"能否上车"时 截至2025年底 广东商业航天相关企业超1.04万家 占全国11.5% 相当于国内每10家商业航天企业里就有1家在广东 更狠的是 广东直接亮出商业航天"五虎将" 中科宇航造火箭、航宇微研卫星、 亚太星通做运营、海格通信搭地面、中海达掌导航 上天入地，从发射到应用产业链全覆盖 要知道 广东既没有海南那样的发射场 也没有传统航天基地的基因 企业为什么"扎堆来" 第一个关键 是广东的供应链优势 造火箭卫星，拼的不是单项技术 是成千上万种零部件的协同作战 中科宇航在广州南沙的基地 直接用专用通道连上了珠三角供应链 零部件一到港 立马就能总装测试 再走南沙港转运 发射准备周期直接缩短30%以上 整条产业链的效率会被大幅拉高 这，正是珠三角制造业几十年积累下来的结果 第二个关键 是广东"目标明 ...

文案：凌纪伟 0:00 制作：张雯雯 什么是商业航天，为何要大力发展，面临的难点是什么，未来发展前景如何？新华网科技频道利用AI 工具辅助制作创意短视频，解码商业航天发展概况。 策划：冉晓宁 ...

Group 1 - The core viewpoint emphasizes that the commercial aerospace sector is entering a phase of distinguishing genuine opportunities from false ones, with a focus on companies that have actual demand and can realize revenue and profits in the future [1] - The military industry ETF (512660) has seen a net inflow of over 600 million yuan in the past five days, indicating strong investor interest in the sector [1] - The macro perspective highlights that strong launch capacity is a strategic focal point for major powers, while the medium perspective notes that the gap in rocket numbers supports a logic of inflation in rocket quantity [1] Group 2 - The article suggests focusing on domestic rocket companies, the overseas SpaceX and Tesla supply chains, and the rapidly developing satellite industry driven by technological changes [1] - The military industry ETF tracks the CSI Military Industry Index (399967), which selects major military-related listed companies from the Shanghai and Shenzhen markets, covering sectors such as aviation, aerospace, shipbuilding, and weaponry [1] - The index primarily reflects the performance of small and mid-cap companies in the military industry, particularly in aviation equipment and military electronics [1]

Group 1 - The company is optimistic about the development prospects of the commercial aerospace industry, driven by national strategic support, technological advancements, and market demand, and is actively responding to relevant policies such as the "14th Five-Year Plan" [1] - The company has extensive experience in the robotics field, with solid technical accumulation and product experience, having independently developed key components such as reducers, low-voltage drives, torque sensors, and frameless torque motors, all of which have reached internationally leading levels [1] - The company is expected to further expand its market advantages and accelerate business growth under policy support, with core products like harmonic reducers, planetary reducers, and joint modules already being sampled to some humanoid robot manufacturers [1] Group 2 - Currently, the sales revenue from the company's core functional components in robotics is relatively small and will not significantly impact the company's overall performance [1]

（文章来源：21世纪经济报道） 消息面上，近日，在联合国外空委科技小组委员会第63届会议期间，中国商业航天企业代表蓝箭航天宣 布，我国重复使用火箭朱雀三号计划今年第二季度再次开展回收试验。 国盛证券表示，商业航天产业正经历技术突破与商业化双轮驱动，全球竞争格局加速形成。产业链价值 向火箭降本、卫星制造、核心部件及终端应用集中，市场在高速发展中持续分化，需聚焦具备真实技术 突破与商业落地能力的核心环节。 2月25日，A股三大指数集体上涨，深成指、创业板指均涨超1%。板块方面，商业航天震荡走高，星环 科技、欧科亿、科顺股份、电科蓝天涨超10%，航天发展、东方钽业、东材科技等多只概念股涨停。 ...

Market Performance - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 0.72%, the Shenzhen Component Index by 1.29%, and the ChiNext Index by 1.41% [4] - The total market turnover reached 24,809 billion, an increase of 2,627 billion compared to the previous day [4] Sector Highlights - Price increase themes saw a collective surge, with sectors such as PET copper foil, chemicals, rare earth permanent magnets, non-ferrous metals, and port shipping performing well [2] - The real estate sector was active, with companies like I Love My Home and Huazhong Holdings hitting the daily limit [2][9] - The commercial aerospace sector experienced a strong afternoon rally, with Aerospace Development reaching a closing price of 30.34 yuan per share, resulting in a market capitalization of 48.498 billion [2][5] Commercial Aerospace Developments - Multiple factors, including technological breakthroughs and policy guidance, are catalyzing the commercial aerospace sector's performance [2][8] - Blue Arrow Aerospace participated in the 63rd meeting of the United Nations Committee on the Peaceful Uses of Outer Space, presenting on the ZQ-3 reusable launch vehicle [6] - The company plans to optimize landing processes and aims to conduct recovery tests in the second quarter of 2026 [7] Real Estate Policy Changes - The Shanghai Municipal Housing and Urban-Rural Development Committee announced further adjustments to real estate policies, effective February 26, 2026, including reduced housing purchase restrictions for non-local residents [10]

在项目引入标准上，出让公告规定建设商业航天相关项目，要严格按照既定的大兴区产业发展规划，企 业建设符合用地性质，正常生产时的能耗、水耗要达到北京市相关标准；同时入驻项目要按照大兴区相 关政策规定执行，确保产业发展的专业性与合规性。 本次挂牌交易的竞价起始日为2026年3月6日9时起，挂牌竞价期限不少于10个工作日。 本次挂牌出让地块的详细资料和竞买要求可登录北京市规划和自然资源委员会官方网站或北京市公共资 源交易服务平台网站自行下载。 新京报讯 据大兴区融媒体中心消息，新春伊始，北京商业航天产业基地建设传来捷报，DX11-0107- 0108地块正式发布挂牌出让公告。该地块位于大兴区安定镇，用地性质为M1工业用地，用地面积约 1.34公顷，建筑控制规模约1.34万平方米，是基地挂牌供应的第二宗工业用地，为区域商业航天产业发 展再添优质产业空间。 根据出让公告，本次挂牌出让宗地具体四至范围是：东至庞青路西红线，南至翔宇南街北侧绿地北边 线，西至飞扬路东红线，北至航天大道南红线。该地块挂牌出让起始价为人民币 2223万元，竞价阶梯 为人民币15万元整，竞买保证金为人民币450万元。竞买主体范围广泛，中华人民共和国 ...

企查查数据显示，2025年全年，我国商业航天相关企业注册量同比增加55%至2.57万家，创近十年注册量新高，其中华东地区2025年相关企业注册量最多， 占比23.7%，其次是华北地区，占比19.3%；企业存量方面，截至2025年年底，我国商业航天相关企业存量相比2024年年底增加超2万。截至2026年2月25 日，我国现存9.6万家商业航天相关企业。 据多家媒体报道，为更便捷部署专用于人工智能（AI）的数据中心卫星网络，美国太空探索技术公司首席执行官埃隆·马斯克设想，从月球用电磁弹射方式 向地球轨道发射卫星。值得注意的是，近日，马斯克在X平台发布重磅声明，宣布SpaceX的太空探索战略将作出重大调整：暂缓载人火星登陆计划，转而优 先建设月球定居点。根据规划，SpaceX将在未来10年内，打造一座"具备自我扩展能力"的月球城市，并以此为枢纽逐步推进火星深空探测与载人登陆。 这一转向，不仅改变了马斯克长期主张的"火星优先"路线，更吹响了太空探索方向调整的号角。 1.从注册量来看：2025年全年注册2.57万家 企查查数据显示，近十年，我国商业航天相关企业注册量基本逐年增加，其中2020年注册量同比大幅增加97.0 ...

Market Performance - The A-share market opened high and continued to rise, with the Shanghai Composite Index up 0.72% and the ChiNext Index, Shenzhen Component Index, and Sci-Tech Innovation Index all rising over 1% [1] - More than 3,700 stocks in the market rose, with 101 stocks hitting the daily limit, marking over two consecutive days of more than 100 stocks reaching the limit [1] Rare Earth Sector - The rare earth permanent magnet concept saw a significant surge, with stocks like Northern Rare Earth (600111), China Rare Earth (600259), and others hitting the daily limit [1] - Prices of rare earth products increased significantly, with praseodymium-neodymium oxide averaging 882,000 CNY/ton, up 41,600 CNY/ton; neodymium metal at 1,036,700 CNY/ton, up 31,700 CNY/ton; dysprosium oxide at 1,622,900 CNY/ton, up 170,000 CNY/ton; and terbium oxide at 6,438,000 CNY/ton, up 118,000 CNY/ton [1] Basic Metals Sector - The basic metals sector experienced a surge, with stocks like Feilihua (300395) rising over 18%, and several others hitting the daily limit [1] Semiconductor Industry - The semiconductor industry saw an expanded upward trend, with stocks like Youyan Silicon (20cm) hitting the daily limit and others like Fuchuang Precision and Jiangfeng Electronics rising over 10% [2] Commercial Aerospace Sector - The commercial aerospace sector showed a strong performance, with stocks like Aerospace Development (000547) hitting the daily limit and others like Keshun Co. rising over 14% [2] - Blue Arrow Aerospace announced plans for a recovery test of its reusable rocket in the second quarter of this year [2] Real Estate Sector - The real estate sector performed strongly, with stocks like I Love My Home (000560) and City Investment Holdings (600649) hitting the daily limit [2] - New policies were announced in Shanghai to relax housing purchase restrictions and optimize housing fund loan policies, effective from February 26 [2] Phosphate Chemical Sector - The phosphate chemical sector saw explosive growth, with stocks like Chengxing Co. (600078) and others achieving consecutive limit-ups [2] Declining Sectors - The storage chip sector faced declines, with stocks like Purun Co. dropping over 7% and others like Lanjie Technology and Jiangbolong falling over 3% [3] - The film and television cinema sector also saw a downturn, with Hengdian Film (603103) experiencing consecutive limit-downs [4] Hong Kong and International Markets - The Hong Kong stock index showed a slight increase, with the Hang Seng Technology Index fluctuating but ultimately rising by 0.13% [4] - The Nikkei 225 index in Japan rose by 2.20%, while the KOSPI index in South Korea increased by 1.91%, marking a historic close above 6,000 points [4]

2月25日，A股市场高开高走，午后小幅回落后再度拉升，创业板指、深成指均涨超1%。截至收盘，沪 指涨0.72%，深成指涨1.29%，创业板指涨1.41%。沪深两市成交额2.46万亿，较上一个交易日放量2605 亿。 1、有色金属板块走高 小金属、贵金属等有色板块大涨，东方钽业、华锡有色、中钨高新等多股涨停。 | | | 有色金属(01801050) 10253.53 +344.64 +3.48% | + 板块 | | --- | --- | --- | --- | | 股票名称 | 最新价 | 主力净流入 | 涨跌幅 | | 寒锐钻业 300618 | 53 | -5204.6万 | +13.83% (+) | | 安宁股份 sz 002978 | 41.23 | 7162.6万 | +10.01% (+) | | 华锡有色 SH 600301 | 56.84 | 1.2亿 | +10.01% + | | 云南错业 sz 002428 | 40.35 | 5.1亿 | +10.01% + | | 东方锂业 sz 000962 | 51.32 | 2.3亿 | +10.01% + | 点评：中银证券发布研报称， ...