证券日报网讯12月18日，上大股份（301522）在互动平台回答投资者提问时表示，在航天领域，公司现 已取得航天科技（000901）/航天科工集团下属院所及蓝箭航天、九州云箭等主要商业航天企业的资质 认证，并长期稳定批产供货。半导体领域，公司研发的新材料产品，可用于半导体设备制造，目前公司 与国内某主要半导体设备制造企业进行开发合作，产品验证进展顺利。 ...

Core Viewpoint - The company, Srey New Materials (688102.SH), is experiencing significant growth in its liquid rocket engine thrust chamber business, driven by the rapid development of the global commercial space industry [1] Group 1: Financial Performance - In the first half of 2025, the company's revenue reached 772.15 million yuan, with the liquid rocket engine thrust chamber business contributing 23.29 million yuan [1] - Revenue from the liquid rocket engine thrust chamber products increased from 20.97 million yuan in 2022 to 30.16 million yuan in 2024, indicating a strong growth trajectory [1] Group 2: Business Development - The company has initiated a project for the industrialization of materials, parts, and components for liquid rocket engine thrust chambers in 2024, with an initial investment plan of 230 million yuan [1] - The first phase of the project is expected to achieve an annual production capacity of approximately 200 tons of forgings, 200 sets of rocket engine injector panels, and 500 sets of internal and external components for thrust chambers [1] Group 3: Investment and Capacity Building - As of June 30, 2025, the company has invested over 47 million yuan in capacity building, continuing to enhance its production capabilities [1]

海南航空客机 从美兰国际机场起飞 海口新海港和南港"二线 口岸"（货运）集中查验场。 记者 刘逸鹏 摄 ◎林铭溱 记者 刘逸鹏 海南自由贸易港，迎来了全岛封关运作的历史性时刻。 因改革开放而生，因改革开放而兴。海南正以"管得住"的底气和"放得开"的魄力，将地理意义上的"天 涯"转变为改革开放的新高地。 近日，上海证券报记者深入海南一线，感触这座热带岛屿在改革大潮中律动的强劲脉搏，聆听这片开放 新高地正在加速"蝶变"的时代声音。 产业升级 加速"蝶变" 昼夜更迭，三亚崖州湾科技城被两种"光"依次照亮——白天是北纬18度热烈的阳光，夜晚是实验室里奋 斗的灯光。 时至今日，华大集团海南区域总经理、三亚华大生命科学研究院院长岳震仍清楚记得2021年初到崖州湾 畔的情景。 "一开始，到处是工地，生活条件并不便利。我们要打造新的平台和团队，一切都需要从零起步。"岳震 感叹，时光飞逝，变化每一刻都在发生。四年来，团队人员从最初的4人发展至超过100人，与22所高校 建立实习和联合培养人才模式。现在，华大集团在崖州湾科技城内已有四处实验室，研究领域覆盖生物 育种与海洋生物制造，年投入已经超过1亿元。 海口新海客运综合枢纽 实 ...

Core Viewpoint - The company has obtained certification from major commercial aerospace enterprises and is engaged in the production of critical components for space applications [1] Group 1: Company Achievements - The company has received qualification certifications from aerospace technology and aerospace industry groups, including Blue Arrow Aerospace and Jiuzhou Cloud Arrow [1] - The company has established a long-term stable production and supply chain for its products [1] Group 2: Product Applications - The company's products are primarily used in the manufacturing of solid rocket motor casings, liquid rocket engine hot-end components, rocket balance rudder shafts, and other high-temperature, high-strength critical components for spacecraft [1]

Macro News - The Central Financial Office stated that expanding domestic demand is the top priority for next year, emphasizing the need to boost consumption by addressing structural changes from both supply and demand sides [4] - The Ministry of Commerce proposed to impose anti-dumping duties on imported pork and pork products from the EU, effective from December 17, 2025, for a duration of five years [4] - The Social Security Fund emphasized the importance of leveraging long-term and patient capital to support national development needs and enhance the integration of technological and industrial innovation [4] Industry News - Reports indicate that the EU plans to abandon the ban on internal combustion engines by 2035, allowing certain plug-in hybrid vehicles and fuel-efficient electric vehicles to be sold [6] - The tungsten market has seen a significant price increase, with tungsten concentrate prices exceeding 400,000 yuan per ton and APT prices surpassing 600,000 yuan per ton [6] - The Ministry of Housing and Urban-Rural Development held a national conference on intelligent construction, focusing on promoting smart construction applications and enhancing policy coordination for high-quality development in the construction industry [6] Company News - 360 Group's founder Zhou Hongyi denied allegations of financial fraud, clarifying that the individuals mentioned never held core management positions during their tenure [8] - Wangzi New Materials announced the passing of its third-largest shareholder, Wang Xiaojun, with his shares being inherited by his children [8] - Jia Mei Packaging announced a change in its controlling shareholder to Zhuyue Hongzhi, with stock resuming trading [8] - Century Huatong completed the cancellation of 56.12 million repurchased shares [8] - Jiang Jian Co. announced that its controlling shareholder's shares have been judicially frozen [8] - Chang'an Automobile is expected to conduct L3-level autonomous driving trials in the first quarter of 2026 [8] - Zhongke Electric plans to invest approximately 7 billion yuan in a project to produce 300,000 tons of lithium-ion battery anode materials [8] - Xpeng Motors has obtained a road testing license for L3-level autonomous driving in Guangzhou and has initiated regular L3 road tests [8]

*免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 中证报表示，中国可回收火箭技术的突破，不仅是航天产业内部的成本革命与技术升级，更是国家战略 安全、高端制造升级与全球竞争格局重塑的重要支点。短期来看，将利好航天制造、新材料、卫星应用 等产业链相关企业；长期来看，将推动我国从航天大国向航天强国跨越，为我国在新一轮科技革命与产 业变革中抢占先机提供重要支撑。 公司方面，据中证报表示，A股相关概念股有中新集团 、上大股份等。 据中证报报道，国内唯一采用"不锈钢火箭 + 捕获臂回收"方案的团队宇石空间宣布，近日完成了国内首 个百吨级全尺寸"筷子"捕获臂地面验证试验，标志着我国首个对标 SpaceX星舰回收模式的捕获臂全尺 寸原型机正式交付，进入地面联合试验阶段。宇石空间核心产品 AS-1火箭采用不锈钢结构+液氧甲烷动 力+捕获臂回收，目标将发射成本降至2万元/千克（回收后低至1万元/千克），仅为传统火箭的1/6。 ...

Market Overview - The A-share market experienced a day of volatility, with all three major indices opening lower and continuing to decline throughout the day [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.72 trillion, a decrease of 49.3 billion compared to the previous trading day [1] - Over 4,300 stocks in the market saw declines [1] Sector Performance - The internet finance sector showed strength, with stocks like Hengbao Co. and Chuangshi Technology hitting the daily limit [1] - The commercial aerospace sector remained active, with Hualing Cable achieving four consecutive trading limit increases, and Aerospace Electronics and Tongyu Communication achieving two consecutive limit increases [1] - The retail sector was strong throughout the day, with Baida Group achieving four consecutive limit increases, and Hongqi Chain and Guangbai Co. both achieving two consecutive limit increases [1] - The intelligent driving concept saw a counter-trend rise, with stocks like Zhejiang Shibao and Suoling Co. hitting the daily limit [1] - Conversely, the film and television sector experienced a collective decline, with Bona Film Group facing two consecutive limit decreases [1][2] Index Performance - By the end of the trading session, the Shanghai Composite Index fell by 1.11%, the Shenzhen Component Index dropped by 1.51%, and the ChiNext Index decreased by 2.1% [3]

（编辑 姚尧） 证券日报网讯 12月10日，上大股份在互动平台回答投资者提问时表示，在航天领域，公司产品主要用 于固体火箭发动机壳体、液体火箭发动机热端部件、火箭平衡舵轴等结构件和其他航天器耐高温、高强 度关键零部件的制造。 ...

Group 1 - China successfully launched a total of 15 low Earth orbit satellites for satellite internet on December 9, 2023, at 6:11 AM Beijing time from the Taiyuan Satellite Launch Center [1][3] - The launch was conducted using the Long March 6A modified rocket, which is a new generation medium-sized launch vehicle developed by the China Aerospace Science and Technology Corporation [2] - This mission marks the 19th launch of the Long March 6A rocket and the 613th flight of the Long March series of rockets [2] Group 2 - The Long March 6A rocket has a payload capacity of no less than 6.5 tons for sun-synchronous orbits at an altitude of 500 kilometers, accommodating various launch configurations [2] - The 15 satellites were developed by the China Aerospace Science and Technology Corporation's Fifth Academy [2]

在中国东南沿海的制造业版图上，台州的产业声场正在悄然更替。 曾经，金属的撞击与机床的轰鸣构成了这里最鲜明的日常；拆解场的火花、作坊里的切削声，勾勒出这 座城市最初的制造纹理。 如今，更多决定未来的力量来自另一类空间—— 洁净车间里，卫星在流水线上无声滑行；数字底座中，算力以毫秒级速度奔涌；深夜灯火下，一块玻 璃、一根缆绳被推向工艺极限。声浪渐隐，内劲更盛。 外贸承压、成本攀升、旧赛道趋于饱和——面对这道沿海制造业城市共同的考题，台州选择的不是抛却 既有优势，也不是被动等待风口，而是在熟悉的产业肌理中打开陌生领域，在成熟的制造基底上生出新 的上升曲线。 山与海之间，这座制造业城市正在以低调而坚定的方式完成一次向未来的跃迁。 无中生有：向天、向数、向未来要答案 过去，台州制造的底色是"地上跑"：汽车、摩托车、汽摩配……熟悉的工业声场来自路桥、温岭的作坊 与车间。而如今，一座城市的产业方向正在悄然抬头，目光越过地面，延伸到天空、到数据世界、到未 来产业的想象边界——台州正在原本空白的领域里，硬生生闯出新的赛道。 走进台州星空智联科技有限公司的卫星总装车间，空气静得仿佛能听见机械臂的呼吸。这里看上去更像 一家高度自动 ...