商业航天板块指数日K线图 ◎记者 费天元 东方财富研究中心发布的数据显示，截至12月26日，全球范围内今年火箭发射次数已达337次，超过 2024年的263次，再创历史新高。开源证券研报表示，太空算力为中国商业航天打通经济闭环提供了新 路径。随着发射成本下降与在轨算力提升，未来太空算力或将形成"多发多省"格局。该机构认为："天 数天算"有望率先实现落地；伴随产业技术成熟，"地数天算"有望实现终局商业闭环。 锂电池板块持续活跃 昨日，新能源主线走强，锂电池板块涨势突出。截至收盘，海南矿业、永兴材料、天际股份等收获涨 停，天赐材料、西藏珠峰、西部矿业等涨超6%。期货价格方面，广期所碳酸锂期货主力合约昨日突破 13万元关口，盘中最高触及131000元/吨，涨幅超8%，创2023年11月以来新高。 东莞证券研报表示，目前新能源汽车市场处于年末冲量和购置税减免政策窗口期，11月销量持续创新 高，同时储能需求保持旺盛，锂电池整体需求维持较高景气度。锂电产业链12月预排产环比继续微增， 行业景气度持续，产业链整体价格稳中有升。2026年一季度是新能源汽车销量的传统淡季，叠加购置税 政策变动影响，短期排产可能转淡，但储能需求 ...

Group 1 - The "14th Five-Year Plan" period is crucial for the comprehensive construction of a modern socialist country, with the 20th Central Committee's plan outlining the economic and social development blueprint for 2026-2030 [3] - The Central Economic Work Conference emphasizes the need to expand domestic demand as the primary task for the coming year, alongside accelerating the construction of a unified national market and enhancing high-level opening-up [3] - The focus on high-quality development aims to transform the grand vision into reality, with clear direction and path for China's economic growth [3] Group 2 - The commissioning of China's first electromagnetic catapult aircraft carrier, Fujian, marks a significant advancement in naval technology, entering the "three-carrier era" [5] - Fujian has a full-load displacement of over 80,000 tons and is the world's first conventional power electromagnetic catapult aircraft carrier, indicating a shift from near-sea defense to far-sea defense strategy [5] - The establishment of a "one mission, one maintenance, one support" rotation mechanism enhances operational efficiency and supports the People's Navy's strategic transformation [5] Group 3 - The successful emergency response during a space station incident demonstrates China's capabilities in space technology and emergency management, validating the redundancy and flexibility of its space systems [6][7] - The rapid preparation and launch of the Shenzhou 22 spacecraft within 16 days showcases the efficiency and effectiveness of China's space program [6] Group 4 - The official launch of the Hainan Free Trade Port's full island closure operation signifies a major step in China's institutional opening-up strategy, with a special customs supervision model [8] - The "zero tariff" policy has expanded significantly, increasing the number of duty-free items from approximately 1,900 to about 6,600, benefiting enterprises [8] - Hainan is transitioning from a "geographical highland" to an "institutional highland," becoming a crucial hub for domestic and international dual circulation [8] Group 5 - The breakthrough of the AI model DeepSeek represents a transformative moment in China's AI sector, making AI technology accessible across various industries [9] - The synergy between technological advancements and supportive policies has led to the emergence of thousands of innovative applications in finance, healthcare, education, and industry [10] - DeepSeek's impact positions China favorably in the global AI competition landscape, enhancing productivity and innovation across sectors [10]

| 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 航天发展 | 10% | 114148 | 13.55% | 18.93% | 3家机构买入,成功 | | | | | | | 率50.22% | | 北斗星通 | 9.99% | 45761 | 9.66% | 25.91% | 2家机构买入,成功 | | | | | | | 率47.36% | | 优刻得 | 19.99% | 40792 | 14.29% | 24.63% | 上海资金买入,成功 | | | | | | | 率39.91% | | 德明利 | 10% | 34709 | 5.61% | 16.36% | 3家机构买入,成功 | | | | | | | 率43.63% | | 天通股份 | 10% | 34251 | 8.36% | 24.88% | 上海资金买入,成功 | | | | | | | 率54.38% | | 通宇通讯 | 10.01% | 21000 | 4.61% | 34.1 ...

航天科技公告，公司拟通过协议转让方式，将航天科工财务有限责任公司2.0126%的股权以1.79亿元转 让给中国航天科工集团有限公司。同时，航天信息股份有限公司拟将其持有的财务公司1.5430%股权转 让给科工集团，转让价格为1.38亿元。公司计划不再持有财务公司股权，并放弃相关股权的优先受让 权。本次交易完成后，公司将不再持有财务公司股权。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月26日，A股市场午后情绪回暖，上证指数、创业板指相继翻红。海南概念股全天大涨，商业航天概 念持续强势，有色金属相关板块表现活跃，造纸、光刻胶等板块调整。 截至收盘，上证指数涨0.1%，实现八连阳，深证成指涨0.54%，创业板指涨0.14%，市场全天成交额约 2.18万亿元，较上一交易日增加2372亿元。 个股方面，热股胜通能源走出"11连板"；商业航天概念股神剑股份走出"7连板"，股价创历史新高，截 至收盘，封单超43万手；中国卫星走出"3连板"，总市值逼近1000亿元。 海南概念股大涨 今天，海南概念股再度大涨。同花顺数据显示，截至收盘，海南自贸区、海南板块大涨超4%，领涨所 有行业、概念板块。洲际油气、海南矿业、海南发展等多股涨停。 | | | | 0 × 配 固 图 | | | | --- | --- | --- | --- | --- | --- | | | | | 1940.57 4.32% | | | | 具金 成分股 | | 受金 | 分析 | 新闻 | 简况(F10) | | 名称/代码 | | | 最新 = | ...

浙商证券研报指出，联创光电布局商业航天领域电磁弹射火箭发射，激光+超导业务蓄势待发。按规 划，中国商业航天有望2028年前建成首条高温超导电磁弹射试验线。截至9月5日，资阳基地制造的运载 火箭已有三枚成功发射，星河动力"谷神星二号"火箭研发进入关键阶段，配套电磁弹射验证平台调试推 进，目标2028年实现全球首次电磁弹射火箭发射。超导电磁弹射为火箭发射新方案，成本、频次、可靠 性实现突破。磁体是核聚变设备中价值量最大的单品，占工程验证堆建设成本约28%。2025年可控核聚 变国内在建项目众多，未来几年有望进入建设高峰期，公司卡位核聚变核心环节，有望持续受益于国内 可控核聚变项目招标。公司聚焦"激光+超导"业务，有望打开长期成长空间。预计2025-2027年公司实现 归母净利润5.0、6.2、7.7亿元，对应PE分别为52、42、34X，维持"买入"评级。 ...

↑点击上面图片 加雪球核心交流群 ↑ 沪指8连阳，截至收盘，沪指涨0.1%，深成指涨0.54%，创业板指0.14%。沪深两市成交额2.16万亿，较上一个交易日放量2357亿。 商业航天概念再度爆发，神剑股份7连板，中国卫星3连板，通宇通讯、隆基机械、上海港湾等十余股涨停。 有色大涨，紫金矿业、洛阳钼业均创历史新高。海南自贸概念反复活跃，海南发展6天5板。 造纸、白酒、算力硬件等板块跌幅居前，其中算力硬件概念表现较弱，长光华芯跌超11%。 01 8900亿紫金矿业 历史新高 今天盘中，沪铜期货主力合约、沪金期货主力合约、沪银期货主力合约、铂期货主力合约盘中集体创历史新高，碳酸锂期货主力合约盘中一度突破 13万元/吨关口。 有色金属板块集体走强，两大龙头股紫金矿业、洛阳钼业股价大涨，均创历史新高。 其中紫金矿业大涨4.68%，单日成交额95亿元，最新市值8915亿元。 | 33.53 +1.50 +4.68% CN 融 通 L1 | 64.82万人加自选 ( = = == > | | --- | --- | | 高 33.77 开 32.60 量 286.20万手 总市值 8915.54亿 | | | 低 32. ...

Group 1 - China's innovation index has entered the global top ten for the first time, marking a significant milestone in the country's technological advancement [1][2] - The year 2025 is a critical point for China as it concludes the "14th Five-Year Plan" and sets new goals for rapid breakthroughs in key core technologies [20] - The integration of technological innovation and industrial innovation is deepening, enhancing the role of innovation in driving development [20] Group 2 - Major breakthroughs in space exploration have been achieved, including the successful test of the "Dream Boat" manned spacecraft and the operation of the Jiangmen Neutrino Experiment, which is the world's first large-scale neutrino facility [5][16] - The launch of new high-speed real-time oscilloscopes with bandwidth exceeding 90GHz signifies China's advancement in the global electronic communication industry [11] - The successful operation of the "Haiqin" deep-sea unmanned remote-controlled vehicle demonstrates China's capabilities in deep-sea research [18] Group 3 - The release of Harmony OS on computers represents a significant step for Huawei in the computer operating system market [22] - The development of AI technologies is showcased through various exhibitions, highlighting the growing presence of artificial intelligence in daily life and industry [28][10] - The successful birth of the first cloned yak in Tibet indicates advancements in biotechnology and animal breeding [20]

今日A股市场冲高回落， 沪指放量微涨0.1%，录得8连阳。 沪深两市成交额2.16万亿，较上一个交易日放量2357亿。 盘面上，市场热点快速轮动，全市场超3400只个股下跌。从板块来看 ，商业航天概念再度爆发 ，神剑股份7连板，中国卫星3连板，通宇通讯、隆基 机械、上海港湾等十余股涨停。锂电产业链走强，天际股份4天3板，佛塑科技、丰元股份、永兴材料涨停。海南自贸概念反复活跃，海南发展6天5 板，洲际油气、京粮控股涨停。福建板块局部拉升，厦门国贸3连板。 两市成交额:2.16万亿 市场热度： 31 0 较上一日: +2357亿 今日预测量能: 50 0 100 2.16万亿 | +2357亿 下载财联社APP获取更多资讯 下跌方面，造纸、白酒、算力硬件等板块跌幅居前。其中算力硬件概念表现较弱，长光华芯跌超11%。 截至收盘，沪指涨0.1%，深成指涨0.54%，创业板指0.14%。 上证指数 创业板指 深证成指 -3963.68 -13603.89 -3243.88 +4.06 +0.10% +72.48 +0.54% +4.53 +0.14% 市场概况 2853 1210 473 349 187 143 119 ...

Group 1 - China's innovation index has entered the global top ten for the first time, showcasing rapid growth in technological innovation capabilities [1] - The year 2025 marks the conclusion of the "14th Five-Year Plan," with a focus on achieving breakthroughs in key core technologies and enhancing the integration of technological and industrial innovation [20] - Significant advancements in space exploration have been made, including successful tests of manned lunar exploration vehicles and the launch of major space science satellite missions [3][5][17] Group 2 - The 2025 World Internet Conference showcased advancements in robotics and artificial intelligence, indicating a strong presence of innovative technologies in various sectors [6][21] - The launch of a new generation of ultra-high-speed real-time oscilloscopes, achieving bandwidths exceeding 90GHz, highlights China's leadership in the global electronic communication industry [9] - The successful operation of the Jiangmen Neutrino Experiment, the world's first large-scale neutrino facility, represents a significant milestone in high-precision scientific research [14]