中国经济网北京1月12日讯 A股三大指数今日早盘集体上涨，截至午间收盘，上证综指报4151.14点，涨幅 0.75%；深证成指报14305.10点，涨幅1.31%；创业板指报3366.71点，涨幅1.17%。 (责任编辑：马欣) | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） = 总成交额（亿元）▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 文化传媒 | 7.38 | 5510.93 | 750.41 | 13.47 | 81 | 3 | | 2 | 军工电子 | 7.00 | 2959.18 | 897.60 | 57.40 | 28 | ব | | 3 | IT服务 | 6.78 | 5617.40 | 1036.79 | 89.60 | 125 | 3 | | 4 | 软件开发 | 6.12 | 4072.99 | 1055.59 | 128.15 | 132 | 4 | | 5 | 影视院线 | 5.82 | 1321.53 | 128.50 | 16.59 ...

1月12日，A股市场走势分化，沪指继续走强，商业航天主题再度火爆！截至10:10，航空ETF基金（159257）涨近5%再创新高，冲击三连阳！盘中资金再度 涌入超800万元，加上今日已经连续5日强势吸金近4000万元！ 航空ETF基金（159257）标的指数成分股多数冲高，天银机电20cm涨停，中国卫星涨停，航天电子涨超9%，华力创通涨超8%，航天彩虹、睿创微纳等涨幅 居前，洪都航空等回调。 【航空ETF基金（159257）标的指数前十大成分股】 【商业航天全产业链有望迎来高质量发展的黄金窗口期！】 2025年我国在载人航天、深空探测、商业航天等领域完成多项突破，实现多个首次。2025年，中国航天全年发射次数创历史新高，达到92次，发射次数较 2024年全年增加超过三成，意味着我国航天发射能力进入了"常态化、高频化、规模化"的新阶段。展望2026年，业内人士普遍认为，在政策与技术双轮驱动 下，我国商业航天迎来奇点时刻。 国信证券指出，从"大国重器"到"工业消费品"，我国商业航天正迎来关键发展拐点。商业航天并非传统航天的简单补充，而是一场底层的商业模式与生产关 系的重构。1）商业模式重塑：行业正从"国家主导"的 ...

Group 1 - The major indices have shown significant increases, with the Shanghai Composite Index rising by 3.82%, the Shenzhen Component by 4.40%, and the ChiNext by 3.89% [1][16] - Most industry main lines are not showing obvious overheating signs and remain in a position where accumulation is possible [2][17] - The A-share ROE is expected to rise for the first time in five years after 14 consecutive quarters of decline, which is a prerequisite for stabilizing valuations [2][17] Group 2 - The spring market is characterized by a lack of major downside risks, with only short-term adjustments expected after sufficient market performance [3][18] - The market is likely to continue its upward trend, with a focus on technology as the main line of the bull market [5][20] - The current market structure shows a significant increase in trading volume, indicating sustained market activity [29] Group 3 - The upcoming policy catalysts, including the review of the 14th Five-Year Plan and potential improvements in Sino-US trade relations, are expected to stabilize market expectations [4][19] - The market is experiencing a "rotation + broad rise" state, with small-cap growth indices performing particularly well [7][22] - Investors are advised to focus on sectors such as AI applications, traditional consumption benefiting from policy support, and undervalued real estate [21][24] Group 4 - The short-term market may continue its upward trend, with significant inflows into sectors like robotics and commercial aerospace [8][24] - The commercial aerospace sector has shown strong capital inflows, although it is currently at a historically high trading density [8][25] - The overall market sentiment is improving, supported by macroeconomic factors and policy measures [28][29]

证券之星消息，1月9日军工电子板块较上一交易日上涨3.56%，上海瀚讯领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。军工电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300762 | 上海潮讯 | 51.00 | 15.23% | 162.51万 | | 78.94亿 | | 688011 | 新光光电 | 70.50 | 15.20% | 9.25万 | | 6.07亿 | | 301213 | 观想科技 | 94.95 | 13.04% | C 10.91万 | | 9.63亿 | | 688375 | 園博电子 | 129.99 | 12.91% | 16.79万 | | 20.90亿 | | 300629 | 新劲刚 | 28.80 | 8.80% | 65.81万 | | 17.98亿 | | 301050 | 雷电微力 | 62.56 | 7.88% | 42.43万 | | 26 ...

Market Performance - On January 9, the market experienced a significant rally, with the Shanghai Composite Index breaking through 4100 points, closing up 0.92%, while the Shenzhen Component Index rose by 1.15% and the ChiNext Index increased by 0.77% [2] - The overall market saw over 3900 stocks rise, with more than a hundred stocks hitting the daily limit for two consecutive days. The trading volume reached 3.12 trillion yuan, marking the fifth time in history that it surpassed 3 trillion yuan [2] Weekly Overview - In the first week of 2026, the Shanghai Composite Index gained 3.82%, moving from 3983 points to 4121 points. The trading volume for the first four days exceeded 2.5 trillion yuan, with Friday's volume soaring to 3.15 trillion yuan, marking a return to the 3 trillion yuan level after 73 trading days [3] Economic Indicators - The rise in market confidence was likely bolstered by the release of CPI and PPI data from the National Bureau of Statistics. In December, the CPI increased by 0.2% month-on-month and 0.8% year-on-year, while the core CPI rose by 1.2% year-on-year. The PPI saw a month-on-month increase of 0.1% and a narrowing year-on-year decline [10] - Analysts believe that the recovery in CPI and PPI data supports the trend of economic stabilization, providing a fundamental backing for the capital market [11] Investment Outlook - Looking ahead to 2026, the A-share market is expected to continue its upward trend, with an anticipated influx of 2 trillion yuan in new capital driven by increased retail participation [11][12] - The report from Guosen Securities indicates that retail investors are likely to become more active, while institutional and foreign capital flows may improve [12] Sector Performance - Key sectors such as AI applications, commercial aerospace, and controllable nuclear fusion have led the market rally, while the brain-computer interface sector saw a decline [2][14] - The brain-computer interface concept recorded a year-to-date increase of 21.82%, while commercial aerospace gained 11.41% this week [15][16] AI Application Growth - The AI application sector is expected to experience significant growth in 2026, driven by technological advancements, supportive policies, and increasing market demand [18] - According to Huaxin Securities, 2026 is projected to be a "golden year" for AI applications, with major models like GPT-5 and Gemini 3 expected to enhance capabilities [18]

格隆汇1月9日丨新劲刚(300629.SZ)在投资者互动平台表示，国家低空经济政策的持续落地为行业按 下"加速键"，公司作为核心技术供应商已深度融入粤港澳大湾区低空生态建设。公司子公司凯际智能正 重点布局低慢小无人机监测与反制技术，与多家政府部门及产业龙头单位开展合作交流，目前佛山市相 关部门也在加速推进政企合作项目落地，相关产品已在边检、码头、油库等重点区域完成低空安防监控 体系试点部署。凯际智能将聚焦低慢小无人机监测与反制技术，持续打磨系统级解决方案，同时，公司 不断深化产业链上下游协同，推动低空安防系统在多场景下的应用验证与技术迭代，进一步筑牢核心竞 争力。未来，公司将依托政策红利与大湾区的产业集聚优势，打造全国低空安防标杆样板，以实打实的 业绩回报投资者。 ...

（文章来源：证券日报） 证券日报网讯 1月8日，新光光电在互动平台回答投资者提问时表示，公司实际控制人、董事长康为民 的父亲曾参与创建哈工大光学专业，康为民董事长从小就在哈工大校园生活，也在哈工大学习、工作多 年，向母校捐赠凝结着哈工大两代学子感恩母校的赤诚，而建立系列奖励基金，则是两代哈工大人为母 校薪火传承的倾情推动。2026年将迎来哈尔滨工业大学光学工程学科成立70周年，哈工大"规格严格， 功夫到家"的校训精神已深深融入新光光电的血脉，成为公司攻克技术难关、保障产品质量的精神支 柱，造就了新光光电的科技创新基因，多年来公司与哈尔滨工业大学形成了紧密的合作关系，未来公司 将更加紧密与哈工大协同发力，为国防和军队现代化建设贡献力量，在服务国家发展大局中展现更大作 为。 ...

（编辑 丛可心） 证券日报网讯 1月8日，新光光电在互动平台回答投资者提问时表示，公司民用领域具体产品、解决方 案、案例展示等，详见公司官方网站。公司以军品为根基、努力发展民品，持续深化技术沉淀，不断提 升产品品质，并根据技术新趋势、新方向寻找新应用场景。民品业务未来对营收和利润的贡献请后续关 注公司披露的定期报告。 ...

| 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手）▼ 总成交额（亿元）▼ | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 主工凝景 | 4.83 | 4737.13 | 1428.47 | 122.72 | 79 | 2 | | 2 | 幸工电子 | 4.36 | 4243.84 | 1103.35 | 0.25 | 57 | ഗ | | 3 | 光伏设备 | 3.04 | 3226.88 | 666.83 | 32.08 | ୧୧ | ਰੇ | | 4 | 风电设备 | 2.73 | 1462.98 | 314.11 | 1.51 | 28 | 3 | | 5 | IT服务 | 2.35 | 6237.54 | 954.18 | 69.69 | 109 | 17 | | 6 | 教育 | 2.23 | 921.01 | 58.36 | 6.12 | 16 | 0 | | 7 | 互联网电商 | 2.14 | 290.02 | 41.53 | 4.16 | 14 | র্ম | ...

Group 1 - The core viewpoint of the news is that China Shipbuilding Industry Corporation's marine defense subsidiary, China Marine Defense, has seen a stock price increase of 5.11%, reaching 29.44 CNY per share, with a trading volume of 4.91 billion CNY and a turnover rate of 2.40%, resulting in a total market capitalization of 20.92 billion CNY [1] - China Marine Defense was established on November 18, 1993, and listed on November 4, 1996. The company specializes in electronic defense equipment, electronic information industry, and professional technical services, focusing on the research and production of underwater acoustic electronic defense products, electronic special equipment, and electronic information products [1] - The revenue composition of China Marine Defense includes: electronic information products (51.40%), underwater acoustic electronic defense products (30.31%), special electronic products (14.83%), and other services (1.74%) [1] Group 2 - From the perspective of major circulating shareholders, Southern Fund's Southern Military Reform Flexible Allocation Mixed A Fund (004224) entered the top ten circulating shareholders of China Marine Defense in the third quarter, holding 8.0416 million shares, which accounts for 1.13% of the circulating shares, with an estimated floating profit of approximately 11.50 million CNY [2] - The Southern Military Reform Flexible Allocation Mixed A Fund was established on March 8, 2017, with a latest scale of 3.647 billion CNY. Year-to-date returns are 3.7%, ranking 3435 out of 8825 in its category; the one-year return is 38.19%, ranking 3223 out of 8084; and since inception, the return is 50.09% [2]