航天环宇公告称，公司股票于2025年12月31日、2026年1月5日、1月6日连续三个交易日内收盘价格涨幅 偏离值累计超30%，属异常波动。公司股票自2025年11月21日以来收盘价格累涨200.81%，高于同期行 业及上证指数涨幅，存在市场过热与炒作情形。2024年扣非净利润同比降22.75%，2025年1-9月净利润 仅同比增0.56%。此外，2026年1月6日，公司股票换手率为31.97%，前五个交易日日均换手率为 33.16%，也存在风险。公司提醒投资者注意风险。 ...

（文章来源：证券日报） 证券日报网讯 1月6日，航天发展在互动平台回答投资者提问时表示，公司不涉及火星探测或登陆领域 的布局。 ...

格隆汇1月6日丨航天发展(000547.SZ)在投资者互动平台表示，公司目前不涉及6G布局。 ...

格隆汇1月6日丨航天发展(000547.SZ)在投资者互动平台表示，公司目前不涉及算力布局。 ...

格隆汇1月6日丨航天发展(000547.SZ)在投资者互动平台表示，公司不涉及银河系探索领域的布局。 ...

格隆汇1月6日丨航天发展(000547.SZ)在互动平台表示，公司目前不涉及算力布局。 ...

格隆汇1月6日丨航天发展(000547.SZ)在投资者互动平台表示，公司不涉及火星探测或登陆领域的布 局。 ...

Core Viewpoint - The commercial aerospace sector in China is experiencing significant growth driven by policy support, technological breakthroughs, and rigid industry demand, marking 2026 as a pivotal year for the industry [2][3]. Group 1: Market Performance - As of January 6, 2026, the National General Aviation Industry Index (980076) rose by 2.87%, with key stocks such as Aerospace Huanyu (688523) increasing by 17.35% and Huashe Navigation (300627) by 14.27% [1]. - The Aviation ETF Fund (159257) increased by 2.98%, reaching a historical high, with a recent price of 1.21 yuan, and has seen a 12.00% increase over the past two weeks [1]. - The Aviation ETF Fund's trading volume was active, with a turnover rate of 23.98% and a transaction value of 17.28 million yuan [1]. Group 2: Fund Growth and Sector Focus - The Aviation ETF Fund has seen a significant increase of 850,000 shares over the past three months, indicating strong investor interest [2]. - The fund primarily focuses on the defense and military sector, which constitutes 56.3% of its holdings, along with significant allocations to low-altitude economy and commercial aerospace sectors [4][7]. - The commercial aerospace sector accounts for 24% of the fund's holdings, covering satellite navigation and satellite internet, which positions it well to capitalize on the trillion-dollar market opportunities [8]. Group 3: Industry Dynamics - The commercial aerospace sector is transitioning from a policy incubation phase to an industrial explosion phase, with 2026 expected to be a transformative year for the industry [2]. - Key drivers for this growth include the urgent need for high-frequency network deployment, breakthroughs in launch capacity, and a restructured valuation system for commercial aerospace [3]. - The competitive pressure from companies like SpaceX is accelerating domestic policy and capital investments towards core companies in the sector [3].

Group 1 - The core viewpoint of the article emphasizes two stock selection modes: the "Stacking Volume Mode" based on emotional overflow and liquidity, and the "Ouma Mode" anchored in industry and performance growth [1][2] - The Stacking Volume Mode typically involves smaller market capitalization stocks, while the Ouma Mode often starts with stocks having a market cap of around 30 to 40 billion, although there can be overlaps depending on the indicators [2] - Examples of stocks fitting the Ouma Mode include smaller cap stocks, while larger cap stocks like China Satellite and China Satcom exemplify the Stacking Volume Mode [3][4] Group 2 - To expand the search range for Stacking Volume stocks, adjustments can be made to the OVS indicator parameters, which can increase adaptability to different market caps [6] - Increasing the parameter allows for a broader selection, such as including stocks like China Satellite, China Satcom, Aerospace Electronics, and Beidou Star [7] - It is suggested to lower the threshold for OV3 output to a minimum of 25, while also adjusting the G-point formula accordingly to maintain accuracy in stock selection [8]

从大类来看，行业&主题板块ETF净流入居前，达+26.08亿元，主要有色金属板块的流入；宽基&策略板块ETF净流出居前，达-57.68亿元。 一、全市场概况 截至上周末，全市场权益类ETF总规模50178.47亿元，过去一周场内总规模减少319.95亿元，总份额增加26.08亿份，资金净流出0.04亿元。 消息面上，近日，国家国防科工局党组理论学习中心组召开扩大会议。会议提出，要促进商业航天发展，推动航天产业化。此前2025年12月26日，上交所发 布《商业火箭企业适用科创板第五套上市标准指引》，标志着商业火箭企业登陆资本市场的通道正式打通、标准全面明确。 二、资金加减仓方向 具体到细分板块，宽基&策略板块ETF中，净流入前三大板块依次为：中证A500、策略-红利、创50；净流出前三大板块依次为：上证50、沪深300、中证 500。 | | | 当周净流入前三及后三的宽基&策略板块 | | | | | --- | --- | --- | --- | --- | --- | | 板块 | | | 本周流入资金 本周规模变动 本年流入资金 本年规模变动 | | 基金规模 | | 中证A500 | 18.89 | ...