南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益28.96%，同类 排名1851/4197；近一年收益26.07%，同类排名1927/4179；成立以来收益14.13%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年51天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 198.81%， 任职期间最差基金回报-15.93%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 12月26日，航天环宇涨6.21%，截至发稿，报44.98元/股，成交8.45亿元，换手率20.46%，总市值183.01 亿元。 资料显示，湖南航天环宇通信科技股份有限公司位于湖南省长沙市岳麓区杏康南路6号，成立日期2000 年3月10日，上市日期2023年6月2日，公司主营业务涉及金属及复合材料零部件成型工艺装备、装配型 架、复合材料零件自动化生产线、部段和整机装配生产线、非 ...

Core Insights - The research team from National University of Defense Technology has achieved a world record by accelerating a ton-level test vehicle to 700 kilometers per hour within two seconds, marking the fastest superconducting magnetic levitation test speed globally [1] Group 1: Technological Breakthroughs - The team has overcome key technological challenges in areas such as ultra-high-speed electromagnetic propulsion, electric levitation guidance, transient high-power energy storage inversion, and high-field superconducting magnets [1] - This achievement signifies China's entry into the international leading position in the field of ultra-high-speed magnetic levitation [1] Group 2: Future Applications - The advancements provide new options for the development of vacuum tube magnetic levitation transportation and offer new methods for aerospace launch assistance and testing [1] - Future efforts will focus on ultra-high-speed pipeline magnetic levitation transportation, aerospace equipment testing, and electromagnetic launch assistance, promoting deep integration of production, education, and research [1]

隔夜美股喜气洋洋，12月25日，A股也量价温和齐升，沪指七连阳，日成交额增至1.94万亿元，3773只个股收涨，航天板块表现亮眼。 盘面上，商业航天、北斗导航、航空航天设备、通用设备、机器人、天基互联、机器人执行器大涨。黄金概念、锂矿概念、PCB、免税概念、银行、电子 元件、海南自贸、零售均收跌。 | 东财概念指数 | | | | | 东财行业指数 | | | | A股市场核心指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 锂矿概念 | 商业航天 | 黄金概念 | | | | | | 东方财富全A 0.54% | | 沪深300 0.18% | | | -0.91% | 3.36% | -0.98% | | | 银行 | | | | | | | | | | | | | -0.30% | | | | | | | | 动力电池回收 | 路咀嚼泉 爆助才汗 | | Chiple | | | | | 上证180 0.23% | 深证综指 0.63% | 深证A指 0.63% | | | -0.73 ...

12月24日，A股午后发力，指数、板块和个股普遍收高，超4000只个股飘红。机构"去弱留强"调仓，军工、电子板块 领涨，消费与周期板块承压。成交额微降至1.9万亿元。 受访人士表示，市场对跨年行情仍观望，多头共识尚待形成。若明日站稳3936点，春季行情或有望开启。投资者不宜 盲目追高，建议"成长为主、消费为辅"配置。 A股午后拉升 今日早盘指数窄幅震荡，午后震荡走高。最终沪指收涨0.53%报3940.95点，创业板指收涨0.77%报3229.58点，深证成 指收涨0.88%。科创50、沪深300、北证50微涨，上证50微跌。 今日成交额1.9万亿元，较前一个交易日缩量约242亿元。杠杆资金热度增加，沪深京两融余额增至2.53万亿元。 盘面上，商业航天、航空航天、电子设备制造、电子元件、被动元件、天基互联均大涨，但煤炭、畜牧业、猪肉概念 领跌。 | 名称 | . | **** | 涨停家数 | 跌停家数 | 成交额 | 年初至今涨幅% | 5日涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | | 国防军工(中万) | | 2.88 | 7 | 0 | ...

债券代码：123182 债券简称：广联转债 证券代码：300900 证券简称：广联航空 广联航空工业股份有限公司 投资者关系活动记录表 编号：2025-016 答：公司无人机业务已构建多场景、全层级的布局体系， 形成从核心结构件到整机平台的全链条配套能力，覆盖不同量 | | 19、广发基金：杨志栋 | | --- | --- | | | 20、华商基金：张狄龙 | | | 21、工银瑞信：朱腾 | | | 22、华夏基金：何亮 | | | 23、嘉实基金：王维 | | 时间 | 2025 年 12 月 24 日 | | 地点 | 北京 | | 上市公司接待 | 董事会秘书：毕恒恬先生 | | 人员姓名 | | | | 一、介绍会议基本情况 | | | 毕恒恬先生对公司基本情况进行介绍。 | | | 二、交流互动环节 | | | 交流的主要问题如下： | | | 1、请问广联航空近期与文昌国际航天城的签约合作，将如 | | | 何推动产业链整合与业务升级？未来在区域产业布局有何进一 | | | 步规划？ | | | 答：此次签约是公司深化产业协同、整合行业资源的重要 | | | 举措。通过与文昌国际航天城及行业 ...

Core Viewpoint - Huayin Technology (688281.SH) has signed a framework procurement contract worth 254 million yuan (including tax) for special functional materials used in aircraft fuselages, which is expected to positively impact the company's operating performance [2]. Group 1 - The total amount of the contract is 254 million yuan, indicating a significant business opportunity for the company [2]. - The contract is part of the company's strategic plan, referred to as "one core and two wings," demonstrating the gradual implementation of its strategic layout [2].

证券日报网讯12月22日，三角防务（300775）在互动平台回答投资者提问时表示，12.5万吨(1250MN) 多向模锻液压机及智能产线项目按期进行建设，预计在2026年12月建成。有关公司经营决策重大进展公 司会及时进行信息披露，请持续关注公司公告。 ...

Group 1 - The market is entering a critical window for cross-year layout, with expectations for A-shares to resonate upward with global markets by 2026, focusing on "technology + overseas expansion" as a continuing theme [1][2] - Current market conditions are characterized by narrow fluctuations, influenced by external factors such as concerns over the AI bubble in the US and interest rate hikes by the Bank of Japan [2][3] - Investor sentiment has recently dropped below 70, indicating a pessimistic outlook that may lead to a slight recovery in sentiment and upward market fluctuations [2] Group 2 - Industry allocation strategies include focusing on high dividend stocks, cyclical sectors, and thematic hotspots such as Hainan's duty-free shopping and nuclear power [2][4] - The anticipated "cross-year-spring" market rally is supported by early policy implementation and increased institutional investment in broad-based ETFs [4][5] - The potential for a structural outperformance in sectors like brokerage and technology is expected, driven by upcoming monetary policy changes and market liquidity improvements [7][8] Group 3 - The ongoing appreciation of the RMB is expected to influence asset allocation, with approximately 19% of industries likely to see profit margin improvements due to currency appreciation [3] - Key sectors benefiting from policy support include AI, aerospace, and innovative pharmaceuticals, while cyclical sectors like chemicals and energy metals may also see positive impacts [6][9] - The market is expected to experience a "spring rally" driven by favorable valuation levels, liquidity conditions, and catalysts that enhance risk appetite [6][12] Group 4 - The outlook for 2026 suggests a shift from a single narrative to a broader focus on physical demand and domestic policy benefits, with sectors like AI and consumer services poised for recovery [10][13] - Non-bank financials are highlighted as having significant earnings elasticity, while sectors like electric equipment and machinery are expected to benefit from AI investments and export demand [13][14] - The market is currently in a phase of adjustment before the anticipated cross-year rally, with a focus on structural opportunities aligned with policy directions and industry trends [11][14]

12月19日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在航空航天、汽车 等方面最新情况： 【航空航天】 湘电股份：公司开发的辅助起动航空永磁发电系统已完成样机研制 国科军工：公司拥有导弹（火箭）固体发动机总装承制许可资质 宝泰隆：公司石墨烯材料在卫星领域具备应用前景与潜力 大洋电机：公司暂不涉及航空航天领域 【汽车】 欣锐科技：已是氢能与燃料电池汽车高压"电控"DCF系列产品的主流配套商 依顿电子：已与赛力斯建立合作关系，且有部分产品处于送样验证阶段 【豆包合作】 美芯晟：无线充电芯片已用于豆包AI手机 【机器人】 宁波方正：已开始向机器人领域下游相关客户小批量供货 【其他】 中瓷电子：已配合国内外1.6T光模块公司开发多款陶瓷外壳及基板，均已稳定量产出货 翰博高新：公司产品终端客户覆盖包括小米在内的知名消费电子企业 海峡股份：海南自贸港全岛封关运作后预计将带动进出岛人流、车流，公司业务将会受益 国泰集团：子公司三石有色已提炼出高纯氢氧化铌实验品 泰和科技：目前有VC产品的意向客户，尚未签订任何销售合同 新宙邦：含氟冷却液产品已实现在半导体制程冷却等关键领域的批量应用 神州数码：公司与 ...

人民财讯12月19日电，湘电股份（600416）在互动平台表示，公司开发的辅助起动航空永磁发电系统已 完成样机研制，正在进行试验调试，将实现在商业航天领域的商业化应用。 ...