2025 年 12 月 4 日 星期＝ 天 首 区 " 潮 武汉市武昌区因地制宜发展新质生产力一线观察 本报记者 统 琦 不仅是建筑形态的突破,更是武昌从 力量矿"向"创新高比"转型的条正 武昌辖区拥有武汉大学生中国科学 文汉分院等 26 家高校园所有中国 20 20 万 ,是全国知名的智力资本 区。近年来,为推进科敦人才优势 新发展优势转化，一条围绕中国科 武汉分院和武汉大学的"环大学的"环大学" 2展带"运新被撞击败" 1 "力争用 5 一 10 年的时间 - 首赛集 1 女婴企业超 1000家, 实现片百集 E超 500 亿元。"式昌区经科局有关 人介绍,中科·武大智谷环高校院房 r发展带片区规划面积 3.9 平方公 软托 28 名两院院士、10 个全国重 验室的地厚科教实力,在新建 3 座 质楼宇的同时,引导 6 栋在量接学 新兴产业"腾笼换乌",致力打造中 区产业创新高出 早在今年３月,武昌区成立了中科武 谷村创产业破仑发展中心,通过教育 人,市安,利研院所,金融机构等多方资 均建"１ 靖+7 中心 的"十年" 系,涵盖项目孵化,企业培育,招聘"明 课备,全方位为创业者提供指导。 武汉大学测给学院在 ...

Core Viewpoint - The article discusses the current state of the A-share market, highlighting the negative consumer sentiment and its impact on retail sales growth, as well as the performance of various sectors including commercial aerospace and energy [3][16]. Consumer Sentiment and Retail Sales - As of September 2025, consumer capability and willingness to spend have contributed 4.98% and -0.48% respectively to retail sales growth, indicating that subsidy policies have not effectively improved consumer sentiment [3]. - The contribution of subsidized goods to retail sales has increased significantly, with subsidized goods accounting for 57.0% of retail sales in the first ten months of 2025, compared to 48.9% in 2024 [3]. Market Performance - On December 3, 2025, the A-share market saw a collective decline, with the Shanghai Composite Index down 0.51%, Shenzhen Component down 0.78%, and ChiNext down 1.12% [16]. - The total trading volume across the three markets reached 168.37 billion yuan, an increase of 76.3 billion yuan from the previous day, with over 3,800 stocks declining [16]. Sector Analysis - The coal sector showed strength, with companies like Dayou Energy and Antai Group hitting the daily limit due to increased seasonal demand amid cold weather [16]. - The commercial aerospace sector experienced mixed performance following the ZQ-3 rocket's successful launch but failed first-stage recovery, leading to volatility in related stocks [10][16]. Investment Recommendations - The article suggests focusing on the commercial aerospace sector, particularly companies involved in rocket propulsion, satellite internet applications, and satellite manufacturing, as the industry is expected to accelerate due to favorable policies and technological advancements [11].

据了解，湖北省CORS一张网的建设，是长江产业集团落实"以科技创新引领新质生产力发展"重要指示 的关键举措。集团将以CORS网络为核心，联合高校院所和生态企业组建北斗产业联盟，重点攻关行业 关键技术，持续推动北斗规模化应用。 经济观察网 程久龙 12月2日，经济观察网从长江产业集团获悉，在2025年"长江产业科技创新周"主活动 现场，集团旗下长江北斗供应链公司建设的湖北省CORS服务一张网宣告正式开通，这张能提供毫米级 位置服务的时空网络建成运营，标志着湖北在北斗基础设施布局上迈出了关键一步。 CORS网通过布设大量基准站，实时接收卫星信号，为各类终端提供高精度定位服务。湖北省CORS服 务一张网通过自建并融合接入外部基准站，织就一张覆盖全省的高精度服务网络。当无人机在低空飞行 时，它能精准管控到厘米级轨迹；水利大坝的微小位移，它能实时捕捉到毫米级变化；地质灾害隐患点 的毫米级异动，它能第一时间发出预警。 作为湖北省首个完全接入北斗三号信号体制(B1C、B2a)的省级增强网，湖北省CORS服务一张网实现了 从"天上卫星"到"地面增强站"再到"用户终端"的全链路北斗技术闭环，信号与数据主权自主可控，为湖 北省关 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇12月3日｜A股卫星导航板块短线跳水后快速反弹，上海瀚讯直线涨停创历史新高，上海沪工、陕西华达、华测导航、航天发展、航天智装、天银机 电等跟涨。 ...

Market Overview - The market is experiencing a bullish trend with 3,396 stocks rising, indicating a strong profit-making effect and a broad-based rally in individual stocks [5][6] - The trading volume in both markets has significantly increased to over 1 trillion, up 18.17%, ending a streak of declining volumes, suggesting a resurgence in capital activity [7] Sector Performance - Key sectors driving the market include AI mobile phones, smart wearables, and the semiconductor industry, particularly in photolithography machines and MCU chips [6] - Concepts such as 6G, satellite navigation, commercial aerospace, servers, and memory stocks are also showing notable gains [6] Investor Sentiment - Institutional investors have shifted from a cautious to an active stance, focusing on a "cross-year market" strategy, balancing defensive and growth-oriented investments [9] - Retail investors are actively participating, showing a tendency to follow hot trends like AI mobile phones and commercial aerospace, while maintaining some caution to avoid blindly chasing high-priced stocks [9][10] Positioning and Strategy - The current sentiment indicates that 29.96% of investors are increasing their positions, while 14.44% are reducing, and 55.60% are holding steady [14] - The overall sentiment shows that 69.78% of investors expect the market to rise in the next trading day [16]

转自：证券时报 人民财讯12月1日电，企查查APP显示，近日，杭州司南导航技术有限公司成立，法定代表人为王振 国，经营范围包含：导航终端销售；卫星技术综合应用系统集成；卫星遥感数据处理；智能机器人销 售；智能无人飞行器销售等。企查查股权穿透显示，该公司由司南导航全资持股。 ...

Group 1 - The article highlights significant announcements in the stock market, including suspensions, investments, acquisitions, performance reports, and other critical events that can impact stock prices [1] - It emphasizes the importance of identifying investment hotspots and preventing potential black swan events by providing timely information to investors [1] - The article mentions companies involved in various sectors such as commercial aerospace, chip manufacturing, military applications, and artificial intelligence, indicating a diverse range of investment opportunities [1] Group 2 - One company is noted for its contributions to satellite communication, offering intelligent computing and onboard communication products [1] - Another company is involved in the aerospace sector, with products that will be used in the Zhuque-3 rocket by Blue Arrow Aerospace [1] - A third company focuses on robotics and artificial intelligence, developing low-altitude flight control platforms [1]

Group 1: Company Overview - The company focuses on high-precision navigation and positioning technology, integrating various technologies to create a comprehensive product layout across multiple domains [1][2]. - It has developed three core business segments: precise spatiotemporal perception equipment, Beidou high-precision industry applications, and intelligent driving and navigation control [2]. Group 2: Beidou High-Precision Industry Applications - The company offers a comprehensive industry solution that includes a Beidou high-precision positioning cloud platform, operational equipment, thematic maps, and CORS construction and maintenance services [3]. - It has developed a displacement monitoring system that provides real-time data on three-dimensional deformation, cracks, and rainfall, enhancing disaster perception and early warning capabilities [3][4]. Group 3: Precision Spatiotemporal Perception Equipment - The company provides high-precision positioning equipment and solutions for industries such as natural resources, construction, and emergency services, achieving millimeter and centimeter-level measurement accuracy [7]. - It has developed a series of products, including the iFlow series ADCP, which addresses challenges in flow measurement with high precision and miniaturization [7][8]. Group 4: Intelligent Driving and Navigation Control - The company supplies high-precision positioning technology and solutions for passenger cars, agricultural machinery, and construction machinery, enabling advanced driver assistance and autonomous driving [9]. - In the first half of 2025, the company’s inertial measurement unit (IMU) products achieved over 100% year-on-year revenue growth, with over 1 million units delivered [9][10]. Group 5: Engineering and Agricultural Machinery Control - The company has developed a management system for pile foundation construction and control systems for various construction machinery, successfully applied in major projects across multiple sectors [10]. - It has expanded its sales network for agricultural machinery, establishing over 20 new overseas sales channels and a local service center in Hungary to enhance customer service [10].

至收盘时，科创综指收于1584.06点，涨幅1.28%，总成交额约1638亿元，总成交额较上一交易日显著缩 量。科创50指数报1327.15点，涨幅1.26%，成分股总成交额约496亿元，较上一交易日小幅显著缩量。 当日，科创板个股涨多跌少，469股收涨，占比约79.63%。细分领域中，航空航天、卫星导航产业链相 关股和半导体产业链相关股整体涨幅靠前。 本周（11月24日至28日），科创综指累计上涨5.37%，科创50指数累计上涨3.21%。 经新华财经统计，11月28日，剔除停牌的普冉股份、思瑞浦、超卓航科、佳华科技，科创板其余589股 平均涨幅1.47%，平均换手率2.55%，合计成交额1637.73亿元，平均振幅为3.81%。 新华财经北京11月28日电（罗浩）科创板两大股指28日早间均小幅低开，两股指盘初呈震荡整理态势， 10时后出现一波较大幅度上扬，有所回落后在午间收盘前再度攀升。午后，两股指短暂上扬后开始收窄 涨幅，13时30后逐渐企稳并波动上扬，至收盘时均显著上涨。 个股表现方面，航天环宇、永信至诚收于约20%涨停，涨幅居前；德科立下跌8.69%，跌幅居首。 成交额方面，寒武纪成交额77.08亿 ...

Group 1 - The optical communication sector is experiencing a strong performance, with the CSI High-end Equipment Sub-index rising by 0.47% as of 13:44 on November 28, 2025, driven by significant gains in constituent stocks such as Putian Technology, which hit the 10% limit up, and others like Optoelectronics and Seven One Two, which rose by 4.79% and 4.53% respectively [1] - The commercial aerospace sector is seeing intensified catalysts, with Beijing Blue Arrow Aerospace's Zhuque-3 rocket launch planned for November 29, 2025, indicating a pivotal moment for the industry [1] - The 2025 Asia General Aviation Exhibition opened on November 27, 2025, showcasing over 380 companies from 22 countries and regions, focusing on the theme "New Era of General Aviation, Exploring Unlimited Possibilities in Low-altitude" [1] Group 2 - The low-altitude economy has officially become a national strategic emerging industry, with a policy framework transitioning from macro planning to a focus on application ecology and safety [1] - According to Dagong International, financial and fiscal collaboration will provide strong momentum for the low-altitude economy, with expectations that the market size will exceed 1 trillion during the 14th Five-Year Plan period, highlighting the critical role of central state-owned enterprises in industry leadership and resource integration [1] - As of October 31, 2025, the top ten weighted stocks in the CSI High-end Equipment Sub-index account for 45.96%, including major players like AVIC Shenyang Aircraft, Aero Engine Corporation of China, and China Aerospace [2]