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 | ...

交易所数据显示，截至10时12分，北方导航涨幅达10.01%，最新价18.02元，总市值272.53亿元，封板 资金11.31亿元，成交额17.77亿元，换手率6.89%。该股低开后整体呈现震荡上行走势，早盘以16.05元 低开，经过短暂震荡调整后从9时45分左右开始逐步攀升，上涨动能持续增强，进入10点后涨幅明显扩 大，股价快速上扬至18.02元。 市场炒作聚焦于北方导航在导航控制和弹药信息化技术领域的业务布局，其涵盖制导控制、导航控制、 卫星通信等产品和技术，契合商业航天、低空经济等产业发展热点。 消息面上，"十五五"规划建议将商业航天列为战略性新兴产业，商业航天有望迎来黄金发展期。多地出 台政策支持低空经济产业发展，推动新型航空器产业链体系建设。近期商业航天领域企业上市进程加 快，相关产业进展持续加速。 声明：本内容由AI生成，数据资料来自于交易所及第三方公开信息，仅供参考，不构成投资建议。 来源：市场资讯 政策层面持续加码商业航天与低空经济领域，为相关企业发展提供坚实支撑。 ...

中原证券认为，周一，A股市场高开高走、震荡上行，盘中保险、医疗服务、半导体以及电子元件等行 业表现较好；旅游酒店、航空机场、机器人以及铁路公路等行业表现较弱。进入1月份以来，支持市场 走好的主要因素依然存在。人民币资产吸引力增强，市场对年初信贷投放及后续政策抱有期待。企业盈 利结构已发生积极变化，以先进制造和出海企业为代表的新经济力量，正驱动A股收益率企稳回升，为 市场提供了较好的基本面支撑。市场普遍预期美联储2026年将延续降息周期，全球流动性环境趋于宽 松。预计上证指数维持小幅震荡上行的可能性较大，建议密切关注宏观经济数据、海外流动性变化以及 政策动向。 东吴证券认为，周一，A股市场一如预期开门红，上证指数重回4000点，科技股依然领涨，互联网、航 天装备、保险、创新药、游戏、半导体等涨幅居前，石油、酒店餐饮、银行等少数板块小跌，市场呈现 普涨。创新药在2025年年末大幅调整，周一大阳线修复，资金的抄底意愿强烈，后续震荡调整时仍可留 意。从中长期看，国内创新药的市场空间依然广阔。 财信证券认为，周一，A股大盘迎来新年"开门红"，当日市场高开高走且放量幅度较大，上证指数收盘 也成功回到4000点之上，量价齐 ...

资金流向方面，该股今日全天主力资金净流出4097.10万元。 另据统计，近半年该股累计上榜龙虎榜16次，上榜次日股价平均涨1.66%，上榜后5日平均涨8.87%。 （数据宝） 航天环宇1月5日龙虎榜 | 买入营业部名称 | 买入 金额(万元) | | --- | --- | | 沪股通专用 | 11078.75 | | 机构专用 | 8673.34 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 4993.86 | | 国泰海通证券股份有限公司总部 | 4131.38 | | 中信证券股份有限公司上海静安区山西北路证券营业部 | 2573.02 | | 卖出营业部名称 | 卖出 | | | 金额(万元) | | 沪股通专用 | 11237.21 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 4931.23 | | 中信证券股份有限公司上海分公司 | 3633.70 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 2812.54 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 2773.31 | （原标题：航天环宇龙虎榜数据（1月5日） ...

截至2026年1月5日收盘，航天动力（600343）报收于45.69元，较前一交易日下跌6.7%，最新总市值为 291.6亿元。该股当日开盘46.7元，最高48.3元，最低44.32元，成交额达55.66亿元，换手率为18.89%。 近日，航天动力发布关于中小投资者诉讼的进展公告。公告称，公司近日收到陕西省西安市中级人民法 院《民事判决书》和《民事裁定书》，涉及95名投资者的诉讼案件已作出一审判决，公司需赔付 1608.18万元（含诉讼费等相关费用），另有146名投资者撤诉并获法院准许。此次诉讼因公司信息披露 违法行为被证监会行政处罚引发，原告主张证券虚假陈述责任。截至目前，累计诉讼案件共615起，其 中357起尚未开庭，诉讼金额2845.63万元。判决涉及的赔偿金额已计提预计负债。 《航天动力关于中小投资者诉讼的进展公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 最新公告列表 ...

Market Overview - On December 31, 2025, the Shanghai and Shenzhen indices experienced mixed performance, with a total trading volume of CNY 2.07 trillion, a decrease of approximately CNY 90 billion from the previous trading day[1] - The market showed stability despite more stocks declining than rising, with notable gains in the aerospace, media, real estate, and non-ferrous metals sectors, while telecommunications, agriculture, and electronics faced declines[1] - The total trading volume for the year exceeded CNY 400 trillion, marking a year-on-year growth of over 60%, achieving a historical high[3] Sector Performance - The aerospace sector is rapidly regaining strength, with leading stocks reaching new highs and increasing trading volumes, indicating a sustained upward trend[1] - The non-ferrous metals sector is also performing steadily, supported by historical price increases in precious metals and a weak US dollar, suggesting a potential for long-term growth[1] - The top three sectors for net capital inflow on December 31 were aerospace equipment, military electronics, and advertising marketing, while the semiconductor, components, and photovoltaic equipment sectors saw the largest outflows[4] Regulatory Developments - The Ministry of Transport has initiated measures to promote the integration of public transportation data with enterprise data, aiming to enhance efficiency across various sectors, including logistics and green technology[5] - New regulations for green product certification have been introduced, covering 122 product categories and involving over 8,000 certified enterprises, marking a significant shift towards comprehensive regulatory oversight[7] Economic Indicators - The price of live pigs increased by 1.7% month-on-month in late December 2025, reflecting ongoing trends in agricultural pricing[8] - Natural gas consumption in November 2025 was reported at 36.28 billion cubic meters, a year-on-year increase of 5.1%, although total consumption for the first eleven months showed a slight decline of 0.1%[8] Investment Insights - The recent regulatory changes in fund sales fees aim to enhance investor returns by capping service fees for equity funds at 0.4% and for index and bond funds at 0.2%, promoting a shift towards long-term holding[12][14]

1月5日，沪指12连阳重回4000点。截至收盘，沪指涨1.38%，深证成指涨2.24%，创业板指涨2.85%。 高位股方面 锋龙股份7连板，德力股份8天4板，雷科防务4连板，中国卫通、北斗星通5天3板，勘设股份4天3板，南 兴股份、友邦吊顶3连板，国晟科技、航天机电、海格通信、凯瑞德4天2板，东方通信3天2板。 | 代码 | | 名称 | 涨幅 | 现价 | 换手 涨停分析 儿大儿板� | | --- | --- | --- | --- | --- | --- | | 1 | 002931 | 锋龙股份 | +10.00% | 34.87 | 0.17% 优必选拟入主+机器人+园... 7连板 | | 2 | 002571 | 德力股份 | +10.03% | 12.94 | 5.68% 翼元航空入主+商业航天+... 8天4板 | | 3 | 002413 | 雷科防务 | +10.04% | 13.81 | 2.16% 商业航天+卫星遥感+量米... 4连板 | | ব | 601698 | 中国 1 1 用 | +9.99% | 39.30 | 7.03% 商业航天+卫星互联网+央 ... 5天3板 | ...