1、早盘震荡反弹，深成指涨超1%，创业板指涨超3%！A股"慢牛"再启程：周末各种利好消息发酵，不过周一开盘相对克制和温和，市场走的是小幅高 开之后走高，整体走势相对克制。 应该说，这是慢牛再度启航和启程了，不过因为是慢牛，波折和波动总是在。我个人看，要想是做多和买入，应该要等到大波动和下跌时候，反正现在还 是不能追涨！要买入怎么也得等到周二或者后面分歧才行。 | 分时 1分钟 5分钟 15分钟 30分钟 60分钟 日线 周线 月线 多周期 更多 > FIFFHW/FI/# 前日报】 @ MAS: 3896.30 MA10: 3889.36 MA20: 3918.89 MA60: 3907.42 MA120: 3753.03 MA250 | 指标 叠加 事件 统计 画线 标记 +自选 返回 G = 上证指数 999999 | | | | 今日投资提示 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 4034.08 | | 3927.19 | A24.38 | 0.62% | 1. 沪深可申购新股 2 家 | | | | 2. ETF基金上市2只 ...

截至2025年12月8日午间收盘，航空航天ETF天弘(159241)换手14.38%，成交7780.91万元，市场交投活跃。 跟踪的国证航天航空行业指数(CN5082)强势上涨2.65%，成分股广联航空(300900)上涨13.53%，航天发展 (000547)上涨10.01%，航天电子(600879)上涨8.67%，中国卫星(600118)，光启技术(002625)等个股跟涨。 【产品亮点】 综合来看，通过相关ETF基金来布局往往是市场更加认同的稳健策略。比如航空航天ETF天弘(159241)跟踪 指数国证航天指数，堪称可以一键实现"军工+卫星"双轮驱动，其在申万一级行业分类中，与国防军工权 重占比高达98.2%，是全市场最"纯"军工指数，同时该指数与低空经济、卫星互联网、商业航天等热门主 题高度契合——与申万二级行业的"航空装备+航天装备"权重合计超68%，与军民融合含量高达76.55%，与 大飞机和低空经济的含量也均超50%。 【机构观点】 中泰证券指出，我国国防军工行业景气度显著提升。政策端，国家航天局设立商业航天司，统筹规划、重 大项目实施与法规标准制定，大幅提升行业资源配置效率与监管透明度；供给端 ...

Group 1 - The core viewpoint of the article highlights the recent surge in the stock price of Aerospace Power, which has achieved two consecutive trading limit ups, indicating strong market interest in the commercial aerospace sector [1] - Aerospace Power's stock reached a trading limit at 9:35 AM with a transaction volume of 1.426 billion yuan and a turnover rate of 7.39%, reflecting significant trading activity [1] - The company is primarily engaged in the research and production of pumps, pump systems, and hydraulic transmission systems, positioning it well within the growing commercial aerospace market [1] Group 2 - There is an expectation of state-owned enterprise reform associated with Aerospace Power, which has contributed to increased market attention and support for its stock performance [1] - The rising interest in the commercial aerospace concept in the market has provided a favorable environment for Aerospace Power's stock to maintain its upward momentum [1]

（编辑 王江浩） 证券日报网讯 12月7日晚间，航天发展发布公告称，公司股票连续三个交易日（2025年12月3日、12月4 日、12月5日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动的情形。公司近期经营情况 正常，内外部经营环境未发生重大变化；前期披露的信息不存在需要更正、补充之处。 ...

国防军工 国防军工 2025 年 12 月 07 日 投资评级：看好（维持） 行业走势图 -24% -12% 0% 12% 24% 36% 2024-12 2025-04 2025-08 国防军工 沪深300 数据来源：聚源 相关研究报告 《静待国内及海外军贸订单落地—行 业点评报告》-2025.11.24 《承上启下，内外共振—军工行业 2026 年度投资策略》-2025.11.4 《承上启下，内外共振—军工行业 2026 年度投资策略》-2025.11.3 商业航天催化密集，产业或迎来快速增长拐点 委内瑞拉局势升级，土耳其、印度加大军备投入 11 月 29 日，美国威胁"关闭委领空"。12 月 2 日，美国以"缉毒"为由，在委内瑞 拉附近的加勒比海域部署多艘军舰，并派出多型军机在与委内瑞拉附近的波多黎各 空域进行密集作业。11 月 26 日，土耳其国防企业签署 65 亿美元合同，升级国家综 合多层"星穹"防空系统。11 月 28 日，印度国防部部长表示，国防部将争取在下一财 年预算中实现最高 20%的增幅；并准备向俄罗斯采购价值约 12 亿美元的导弹。 太空算力规划落地、可复用火箭密集试射，商业航天有望迎 ...

Investment Rating - The report maintains an "Overweight" rating for the industry [5]. Core Viewpoints - The commercial aerospace sector is experiencing significant catalytic growth, leading to a substantial increase in industry prosperity [8][17]. - The establishment of a dedicated Commercial Aerospace Administration by the China National Space Administration marks a new phase in the development of commercial aerospace, enhancing stability and transparency in the industry [21]. - The successful launch of the Zhuque-3 reusable rocket signifies a breakthrough in China's commercial liquid rocket capabilities, supporting satellite internet and commercial remote sensing needs [10][21]. Summary by Sections Industry Overview - The industry comprises 142 listed companies with a total market capitalization of 2,915.34 billion yuan and a circulating market value of 2,530.17 billion yuan [2]. Key Developments - The Zhuque-3 rocket's successful launch on December 3, 2025, represents a critical milestone in the commercial aerospace sector, enabling a payload capacity of over 20 tons and reducing launch costs significantly [10][25]. - The 2025 China (Zhengzhou) Military Technology Information and Equipment Expo highlights advancements in military technology and the integration of civilian and military sectors [13][26]. Focus Areas - **Aerospace Equipment**: The Civil Aviation Administration is seeking opinions on emergency medical equipment for large aircraft, indicating a focus on enhancing safety standards [11][23]. - **Military Electronics**: Companies such as Gaode Infrared and Tianjian Technology are highlighted as key players in the military electronics sector [19][22]. - **Nuclear Equipment**: China and France are enhancing cooperation in the peaceful use of nuclear energy, focusing on technology innovation and safety [30][32]. Market Performance - The defense and military industry index rose by 2.82% in the past week, outperforming other major indices [33][38]. - The current PE (TTM) for the defense and military industry is 69.3 times, with aerospace equipment at 73.6 times and space equipment at 317.8 times, indicating high investor interest [39][44].

3.28亿资金抢筹航天科技，2.64亿资金出逃和而泰 12月5日，上证指数上涨0.7%，深证成指上涨1.08%，创业板指上涨1.36%。盘后龙虎榜数据显示，共有49只个股 因当日异动登上龙虎榜，资金净流入最多的是航天科技（000901.SZ），达3.28亿元。 据21投资通智能监测，34只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及22只。 49只上榜的龙虎榜个股中，25只个股被净买入，24只个股被净卖出。其中，资金净买入最多的是航天科技，达 3.28亿元，占总成交金额的18.17%。航天科技当日收盘上涨10%，换手率为10.98%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 航天科技 | 10% | 32763 | 18.17% | 10.98% | 普通席位买入,成功 | | | | | | | 率48.71% | | 力星股份 | 20.02% | 21904 | 9.61% | 37.43% | 3家机构买入,成功 | | ...

Core Viewpoint - Aerospace Electric (002025.SZ) is accelerating its "Big Interconnection" strategy and industrial development layout by enhancing the core competitiveness of its subsidiary Suzhou Huazhan in high-speed interconnection and liquid cooling interconnection fields [1] Group 1 - The company aims to address production capacity challenges faced by Suzhou Huazhan in high-speed modules and liquid cooling interconnection products due to insufficient equipment production lines [1] - The company is seizing opportunities in the emerging fields of trusted computing and AI supercomputing to further expand its market share [1] - On December 5, 2025, the company held the 13th temporary meeting of the 8th Board of Directors to approve an investment of 57.25 million yuan in the construction project for high-speed modules and liquid cooling interconnection product production capacity [1]

Core Viewpoint - The company aims to enhance its core competitiveness in high-speed interconnection and liquid cooling interconnection fields through strategic investments and capacity expansion [1] Group 1: Strategic Initiatives - The company is accelerating the implementation of its "Big Interconnection" strategy to improve its industrial development layout [1] - The investment of 57.25 million yuan is approved for the construction of production capacity for high-speed modules and liquid cooling interconnection products [1] Group 2: Market Opportunities - The company seeks to capitalize on the development opportunities in the trust innovation and AI supercomputing industries to further expand its market share [1] - The initiative is expected to address production capacity challenges faced by its subsidiary, Suzhou Huazhan [1]

Group 1 - The core viewpoint of the news is that 35 stocks were listed on the institutional trading leaderboard today, with 17 stocks experiencing net buying and 18 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were Aerospace Development (236 million), Xiaocheng Technology (197 million), and Lixing Co., Ltd. (147 million) [1] Group 2 - Lixing Co., Ltd. saw a net buying of 147 million from four institutions today [2] - On November 6, Lixing Co., Ltd. announced a strategic cooperation agreement with Zhejiang Rongtai to jointly promote the application of screw rod components in industrial robots, entering the humanoid robot sector [2] - The company has been the domestic leader in sales revenue of bearing steel balls for several consecutive years and is the only domestic company to enter the supply chain of the world's top eight bearing manufacturers [2] - Lixing Co., Ltd. is developing silicon nitride ceramic ball products, which are currently in small batch production, with applications in high-speed spindle bearings for industrial mother machines, precision grinding machine tools, electric drive systems for new energy vehicles, and robots [2]