1月8日，司南导航涨6.07%，截至发稿，报47.50元/股，成交1.98亿元，换手率11.33%，总市值38.22亿 元。司南导航股价已经连续4天上涨，区间累计涨幅9.38%。 资料显示，上海司南导航技术股份有限公司位于上海市嘉定区马陆镇澄浏中路618号2号楼，成立日期 2012年2月28日，上市日期2023年8月16日，公司主营业务涉及高精度卫星导航专用芯片和差分定位 (RTK)技术的研究与开发,基于北斗以及其他全球卫星导航系统(GNSS),向客户提供实时定位精度为厘 米、毫米级的高精度卫星导航定位板卡/模块、数据采集设备、农机自动驾驶系统以及数据应用及系统 解决方案。主营业务收入构成为：数据采集设备42.84%，高精度GNSS板卡/模块20.70%，数据应用及系 统解决方案20.32%，农机自动驾驶系统12.13%，其他4.00%。 从基金十大重仓股角度 数据显示，中信建投基金旗下1只基金重仓司南导航。中信建投智享生活A（010282）三季度增持2.1万 股，持有股数9.1万股，占基金净值比例为7.45%，位居第一大重仓股。根据测算，今日浮盈赚取约 24.75万元。连续4天上涨期间浮盈赚取34.94万元 ...

Core Viewpoint - The satellite navigation and commercial aerospace sectors have strengthened, with significant stock price increases following the announcement of China's first offshore reusable rocket recovery base in Hangzhou, which is set to enhance the country's aerospace capabilities [1] Group 1: Market Reaction - Aerospace companies such as Aerospace Hongtu, Jieli Rigging, Hailanxin, Aerospace Electric, and Zhongheng Design saw stock prices hit the daily limit, indicating strong investor interest and confidence in the sector [1] - Over 30 stocks in the aerospace sector experienced similar price surges, reflecting a broader market trend towards investment in aerospace technologies [1] Group 2: Project Details - The new rocket recovery base in Hangzhou has a total investment of 5.2 billion yuan, which is approximately 0.8 billion USD [1] - Once completed, the facility is expected to have an annual production capacity of 25 rockets, significantly boosting China's manufacturing capabilities in the aerospace sector [1] - The base will focus on the "Yuanxing-1" rocket, designed for up to 20 reuses, which has already completed a full cycle of launch and recovery verification [1]

泉果旭源三年持有期混合A（016709）成立日期2022年10月18日，最新规模163.29亿。今年以来收益 2.92%，同类排名4339/8823；近一年收益57.13%，同类排名1480/8083；成立以来收益13.04%。 泉果旭源三年持有期混合A（016709）基金经理为赵诣。 截至发稿，赵诣累计任职时间8年295天，现任基金资产总规模190.69亿元，任职期间最佳基金回报 329.41%， 任职期间最差基金回报5.5%。 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 1月7日，振芯科技涨5.42%，截至发稿，报29.17元/股，成交13.89亿元，换手率8.91%，总市值165.66亿 元。 资料显示，成都振芯科技股份有限公司位于四川省成都市高新区高朋大道1号，成立日期2003年6月12 日，上市日期2010年8月6日，公司主营业务涉及公司围绕北斗卫星导航应用的"元器件-终端-系统"产业 链提供产品和服务,主要从事北斗卫星导航应用关键元器件 ...

每经AI快讯，有投资者在投资者互动平台提问：请问中海达的星基增强系统和地基增强系统，有没有 在商业航天场景中应用？公司在卫星通信物联网有哪些布局？有无计划投资或参股商业火箭企业或其他 商业航天企业？ （记者 王晓波） 中海达（300177.SZ）1月7日在投资者互动平台表示，公司目前暂无参投商业火箭企业或其他商业航天 企业的计划。公司前期深度参与国家电网、南方电网，中国移动、中石油、国铁集团相关路局的地基增 强系统CORS网建设，积极参与"能源+北斗""5G+北斗""铁路+北斗"的深化应用和服务升级，推动各行 业的时空智能基础设施建设升级，北斗精准服务网监测，星地协同定位等系统的运营服务能力升级，北 斗高精度智能安全防护、作业安全管控，设施安全监测及智慧化运营等。 目前，公司已为国家电网、 南方电网、中石油、中石化、国铁集团及国家能源集团等多家央企提供包括北斗时空基准服务网规划、 建设及运维、变电站/站场/炼化厂线上人员安全防护、行车安全调度、灾害监测等多个应用方向的标杆 示范案例。相关内容请详见公司过往披露的定期报告。 ...

Group 1 - China's high-speed rail operating mileage has surpassed 50,000 kilometers, establishing the world's largest and most advanced high-speed rail network [1] - By 2025, China's grain production is expected to reach 1,429.75 billion jin, setting a new record [1] - Shandong's GDP is projected to exceed 10 trillion yuan by 2025, showcasing the province's economic strength [1] Group 2 - The new round of technological revolution and industrial transformation is accelerating, emphasizing the importance of both immediate and long-term innovation efforts [2] - China's high-speed rail has evolved from non-existence to the world's most advanced level through consistent planning and execution from the "11th Five-Year Plan" to the "14th Five-Year Plan" [2] - International media highlights that China's technological innovation benefits from a carefully designed long-term national strategy [2] Group 3 - China possesses all industrial categories recognized by the United Nations, with a complete manufacturing scale and ecosystem, although high-end manufacturing still has weaknesses [3] - In the past five years, China has ranked first globally in the number of patents related to humanoid robots, indicating a surge in intelligent manufacturing [3] - Key core technologies cannot be acquired through purchase or negotiation, necessitating domestic innovation [3] Group 4 - The development of major scientific and technological projects requires both independent efforts and systematic integration, emphasizing regional collaboration [4] - The C919 aircraft project involved over 30,000 people from more than 1,000 research institutions, universities, and enterprises across 20 provinces [4] - China's innovation index has entered the world's top ten, with four Chinese achievements listed among the top ten scientific breakthroughs for 2025 [4]

开盘阶段， 上证指数小幅高开，报4083.84点，较前收盘价微涨。热门板块中， 人脑工程、 商业航天、 北斗导航等表现活跃，人脑工程板块的 美好医疗涨停，北斗导航板块的 南京熊猫涨停，商业航天板块 的ST铖昌亦有上涨，市场局部赚钱效应显现。 1月7日，沪深京三市连板股开盘情况一览: ① 晋级： 浙 江世宝（14天7板， 小米汽车、 长安汽车概念）涨停晋级15天8板、 胜通能源（13天13板， 天然气、股 权转让(并购重组)概念）涨停晋级14连板、 锋龙股份（8天8板，长安汽车概念、 新能源汽车概念）涨 停晋级9连板、 鲁信创投（8天6板，创投、 代糖概念）涨停晋级9天7板、 友邦吊顶（4天4板）涨停晋 级5连板、 城建发展（3天3板， 新型城镇化、参股券商概念）涨停晋级4连板、 索菱股份（3天3板， 车 联网(车路协同)、无人驾驶概念）涨停晋级4连板、 岩山科技（2天2板， AI PC、多模态AI概念）涨停 晋级3连板、 创新医疗（2天2板， 脑机接口、 高压氧舱概念）涨停晋级3连板、美好医疗（2天2板，脑 机接口、PEEK材料概念）涨停晋级3连板、 普利特（2天2板，脑机接口、 碳纤维概念）涨停晋级3连 板 ...

山子高科股价上涨的核心驱动力来自债务重组和新兴产业布局的双重利好。公司通过欧洲子公司债务重组显著 降低债务压力，改善财务状况，同时积极布局新能源汽车产业链，成为哪吒汽车重整的唯一合格意向投资人。 公司还拥有邦奇混动变速箱订单，与康强电子在HBM封装领域协同合作，业务覆盖汽车拆解、减速器等热门赛 道。 1月6日A股主要指数集体收涨，上证指数涨1.5%报4083.67点，深证成指涨1.4%报14022.55点，科创50涨幅居前 达1.84%；沪深两市成交额2.81万亿元，较前一交易日放量约2602亿元；个股方面3844股上涨，仅1201股下跌， 市场赚钱效应显著；题材板块多数涨幅居前。 今日，A股十大人气热股如下：岩山科技、海格通信、金风科技、山子高科、利欧股份、雷科防务、鲁信创投、 中国卫通、航天电子、北斗星通。 | 热度排名 | 人气个股 | 热度值 | 所属概念 | | 热度标签 | | --- | --- | --- | --- | --- | --- | | I | 若山科技 | 9.75 | AI PC, | 多模态AI | 2天2板 | | 2 | 海格通信 | 9.75 | 大飞机, | 卫星导航 ...

格隆汇1月7日丨中海达(300177.SZ)在投资者互动平台表示，公司目前暂无参投商业火箭企业或其他商 业航天企业的计划。公司前期深度参与国家电网、南方电网，中国移动、中石油、国铁集团相关路局的 地基增强系统CORS网建设，积极参与"能源+北斗""5G+北斗""铁路+北斗"的深化应用和服务升级，推 动各行业的时空智能基础设施建设升级，北斗精准服务网监测，星地协同定位等系统的运营服务能力升 级，北斗高精度智能安全防护、作业安全管控，设施安全监测及智慧化运营等。 目前，公司已为国家 电网、南方电网、中石油、中石化、国铁集团及国家能源集团等多家央企提供包括北斗时空基准服务网 规划、建设及运维、变电站/站场/炼化厂线上人员安全防护、行车安全调度、灾害监测等多个应用方向 的标杆示范案例。 ...

Group 1: Stock Trading and Market Reactions - Multiple commercial aerospace and brain-computer interface stocks announced either trading suspensions or risk warnings due to significant price fluctuations [1] - Guosheng Technology's stock will be suspended from trading starting January 7, 2026, after experiencing a cumulative increase of 370.20% from October 31, 2025, to January 6, 2026 [1][2] - The stock price of Guosheng Technology has risen over 512% since October 13, 2025, closing at 21.30 yuan per share with a total market capitalization of 14 billion yuan [4] Group 2: Company Announcements and Business Developments - Guosheng Technology has diversified into the photovoltaic sector and is acquiring stakes in companies related to high-precision lithium battery components [3] - Jiamai Packaging announced a stock price increase of 230.48% from December 17, 2025, to January 6, 2026, prompting a trading suspension for risk assessment [6] - Jiamai Packaging's main business remains focused on food and beverage packaging, with no significant changes reported [6] Group 3: Risk Warnings and Market Conditions - Fenglong Co. issued a warning after seven consecutive trading days of price increases, indicating a potential suspension if prices continue to rise [8][10] - The stock price of Fenglong Co. has deviated significantly from its fundamental value, with a cumulative increase of 94.92% since December 25, 2025 [12] - North Star Navigation noted that its stock price has fluctuated significantly, with commercial aerospace being just one of its application scenarios [14] Group 4: Industry Trends and Future Outlook - Aerospace Hangyu expects that revenue from commercial aerospace will account for less than 15% of its total revenue in 2025, highlighting a disconnect between stock performance and actual business operations [16] - China Satellite reported a stock price increase of 156.07% since December 3, 2025, significantly outpacing industry and market indices, indicating potential overvaluation [24][25] - Xiangyu Medical is focusing on non-invasive brain-computer interface technology, with no large-scale sales achieved as of the end of 2025 [26]

Group 1 - China's high-speed rail operating mileage has surpassed 50,000 kilometers, establishing the world's largest and most advanced high-speed rail network [1] - By 2025, China's grain production is expected to reach 1,429.75 billion jin, setting a new record [1] - Shandong's GDP is projected to exceed 10 trillion yuan by 2025, showcasing the province's economic strength [1] Group 2 - The new round of technological revolution and industrial transformation is accelerating, emphasizing the importance of both immediate and long-term innovation efforts [2] - China's high-speed rail has evolved from non-existence to the world's most advanced level through consistent planning and execution from the "11th Five-Year Plan" to the "14th Five-Year Plan" [2] - International media highlights that China's technological innovation benefits from a carefully designed long-term national strategy [2] Group 3 - China possesses all industrial categories recognized by the United Nations, with significant advantages in manufacturing scale and industrial ecosystem completeness [3] - The country leads the world in the number of relevant patents in humanoid robotics over the past five years, indicating a surge in intelligent manufacturing [3] - Key core technologies cannot be acquired through purchase or negotiation, necessitating a focus on independent innovation [3] Group 4 - Innovation thrives on collaboration, with significant projects requiring systematic thinking and regional cooperation [4] - The C919 aircraft project involved over 30,000 people from more than 1,000 research institutions, universities, and companies across 20 provinces [4] - The Beidou satellite navigation system achieved breakthroughs in over 160 key technologies, showcasing the effectiveness of coordinated national efforts [4] Group 5 - China's innovation index has entered the world's top ten for the first time, with four Chinese achievements listed among the top ten scientific breakthroughs for 2025 by *Science* magazine [5] - The term "Chinese innovation" has gained global recognition, reflecting the country's ambition to drive economic growth through innovative breakthroughs [5]