格隆汇12月18日丨航天电子(600879.SH)在投资者互动平台表示，公司本次资产置换工作尚未完成，资 产置换暨关联交易预案已经公司董事会审议通过，正在履行相关审批备案程序。 ...

（原标题：亚太股市普跌！AI医疗概念股集体走强 商业航天全线爆发） 【导读】又来找原因啦 大家好，不好意思，又来找下跌原因了。 隔夜美股科技板块大跌，泰勒以为这次我们会走出独立行情，没想到还是想多了！ A股下跌 12月18日，A股指数普遍下跌，仅沪指一枝独秀。截至收盘，沪指涨0.16%，深成指跌1.29%，创业板指 跌2.17%。 两市共2845只个股上涨，73只个股涨停，2416只个股下跌。 AI医疗概念股集体走强，华人健康、塞力医疗等涨停。消息面上，近日蚂蚁集团正式推出AI健康应 用"蚂蚁阿福"，月活跃用户规模超1500万，并登上苹果应用商店下载榜第二位。市场解读为AI技术与健 康管理场景的深度融合有望开启新增长空间，从而提振了板块整体情绪。 商业航天全线爆发，盛洋科技、天箭科技等涨停。有股民调侃称，"犒赏经济"重磅提出，商业航天迎来 重大利好。 零售、IP经济等消费股拉升，百大集团6连板，上海九百等涨停。 下跌方面，算力硬件股下挫，生益科技、景旺电子等跌超5%。 有分析师指出，近几周一个更清晰的叙事正在形成：推动本轮牛市的超大市值科技股，可能正在失去单 独"扛起市场"的能力。"市场对该板块的信心正面临挑 ...

格隆汇12月18日丨航天电器(002025.SZ)在互动平台表示，公司元器件产品广泛应用于航天、航空、电 子、兵器、通讯等领域，作为基础元器件供应商，公司无法准确知悉产品最终用途，但近年来公司在商 业航天领域的客户订货呈上升趋势。 ...

Group 1 - The company, Shaanxi Huada, is expanding its product range in the commercial aerospace sector to meet customer demands [1] - The product offerings include RF connectors, RF components, micro rectangular connectors, high-speed connectors, harnesses, and optical fiber components [1] - The value per satellite is continuously increasing, and commercial aerospace orders are being delivered as per customer requirements [1]

Core Viewpoint - The company is actively expanding its product offerings in the commercial aerospace sector to meet customer demands, enhancing the value of individual satellite components and ensuring timely delivery of orders as per client requirements [1] Group 1: Product Expansion - The company is diversifying its product range in commercial aerospace, including RF connectors, RF components, micro rectangular connectors, high-speed connectors, harnesses, and fiber optic components [1] - The value of individual satellite components is continuously increasing, indicating a focus on higher-value products [1] Group 2: Order Fulfillment - The company is successfully fulfilling commercial aerospace orders in accordance with customer specifications, ensuring normal delivery schedules [1]

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and the active sectors, particularly in commercial aerospace and consumer electronics. Market Performance - As of the midday session, the Shanghai Composite Index rose by 0.16% to 3876.40, while the Shenzhen Component Index fell by 0.85% to 13111.78, and the ChiNext Index dropped by 1.81% to 3118.30 [3][4]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.05 trillion yuan, an increase of 21.2 billion yuan compared to the previous trading day, with over 3600 stocks rising [6]. Sector Highlights - The commercial aerospace sector showed significant activity, with stocks like China Satellite hitting the daily limit, and several others such as Tianyin Electromechanical and Beimo High-tech also reaching their limits [6][7]. - In contrast, sectors such as consumer electronics, securities, and lithium batteries experienced notable declines, with nearly 1700 stocks falling [6]. Notable Stocks - China International Capital Corporation (CICC) announced a share swap to absorb Dongxing Securities and Xinda Securities, leading to a surge in CICC's stock price, which hit the daily limit, while Dongxing Securities rose nearly 7% [10][12]. - The opening of the Hong Kong market saw the Hang Seng Index drop by 0.54%, with tech stocks like SenseTime and Xiaomi experiencing declines of over 2% [12][13]. Economic Indicators - The People's Bank of China conducted a 7-day reverse repurchase operation of 883 billion yuan at an interest rate of 1.40%, with 1186 billion yuan of reverse repos maturing today [15]. - The central bank set the RMB to USD exchange rate at 7.0583, a depreciation of 10 basis points from the previous day [16].

今日A股航天装备板块呈现持续走高态势，成为新质生产力赛道的核心亮点，呈现"高标领涨、全链联 动"的活跃格局。板块内弹性标的航天环宇表现尤为亮眼，中国卫通、中国卫星作为国家队产业链核心 标的同步跟涨，航天宏图、星网宇达、新余国科等细分领域标的积极联动。从交易情况来看，资金进场 迹象明显，反映出市场对航天装备行业组网提速与技术突破的高度认可。 GW星座组网进入规模化部署期，发射频率跃升至"三天一组"：据雪球2025年12月9日发布的《中国星 网深度研究投资报告》显示，作为我国卫星互联网"国家队"的中国星网，主导建设的GW星座规划总部 署12992颗卫星，截至2025年12月在轨卫星已达102颗，发射频率从"按月发射"提升至"三天一组"，标志 着行业从技术验证阶段迈入规模化部署关键期。同时，国家300亿元专项基金已全额到位，为卫星组网 提供坚实资金保障，海南与文昌发射场协同保障"年均超300颗"的发射需求，直接拉动航天装备订单放 量。 卫星制造成本大幅下降，量产能力实现突破：小敏投研2025年11月25日行业分析指出，国内卫星制造已 实现流水线生产突破，单星成本从早期的2000万元降至500万元以下，年产能提升至3 ...

Group 1 - The company, Shaanxi Huada, is expanding its product range in the commercial aerospace sector to meet customer demands [2] - The product offerings include RF connectors, RF components, micro rectangular connectors, high-speed connectors, harnesses, and optical fiber components, with an increasing value per satellite [2] - There are slight differences in the supporting products for rockets and satellites due to varying application scenarios and functional requirements [2]

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交7.87亿元，其中，买入成交额为4.59亿 元，卖出成交额为3.28亿元，合计净买入1.31亿元。 航天机电(600151)今日上涨5.47%，全天换手率21.84%，成交额55.89亿元，振幅12.59%。龙虎榜数据显 示，沪股通净买入8518.00万元，营业部席位合计净买入4547.91万元。 上交所公开信息显示，当日该股因日换手率达21.84%上榜，沪股通净买入8518.00万元。 10月31日公司发布的三季报数据显示，前三季度公司共实现营业收入26.52亿元，同比下降36.10%，实 现净利润-2.47亿元。 航天机电12月17日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专用 | 16776.08 | | | 买二 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业 部 | 14265.24 | | | 买三 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 5040.44 | | | 买四 ...

Core Viewpoint - The company is actively expanding its product offerings in the commercial aerospace sector to meet customer demands, enhancing the value of its products and ensuring timely delivery of orders [1] Group 1: Product Expansion - The company is diversifying its product range to include RF connectors, RF components, micro rectangular connectors, high-speed connectors, harnesses, and fiber optic components [1] - The value of individual satellites is continuously increasing, indicating a positive trend in the commercial aerospace market [1] Group 2: Order Fulfillment - The company is successfully fulfilling commercial aerospace orders according to customer specifications, demonstrating its capability to meet industry demands [1]