Investment Rating - The report maintains a strong buy recommendation for several key companies in the military industry, including 中航西飞, 中航光电, 航天彩虹, 中科海讯, and 中航沈飞, among others [8]. Core Insights - The military industry has entered a phase of intensive commercial space launches, with significant advancements in satellite manufacturing and rocket launches [20][21]. - The ground equipment sub-industry has shown strong performance, with a year-to-date increase of 97.5%, driven by increased orders and mergers [14][12]. - The upcoming military parade on September 3 will highlight underwater combat capabilities, showcasing new technologies and equipment [25][26]. Summary by Sections Market Review - The SW National Defense and Military Index decreased by 0.15% this week, underperforming the CSI 300 Index by 2.22 percentage points. However, it has increased by 21.74% year-to-date, outperforming the CSI 300 Index by 14.94 percentage points [12][18]. - The ground equipment sub-industry led the military sectors with a weekly increase of 2.27% [14]. Key Events Recap - The commercial space sector is experiencing a surge in satellite launches, with three successful launches in August alone. Notable advancements include the successful deployment of multiple satellite constellations [20][21]. - The report highlights the increasing capabilities in satellite manufacturing and the launch of new commercial rockets, with a total of 39 launches by private companies from 2021 to mid-2025 [20]. Catalysts Outlook - The military parade scheduled for September 3 will feature new combat capabilities, particularly in underwater operations, reflecting advancements in military technology [25][26]. - The report emphasizes the importance of domestic and military trade demand, which is expected to enhance pricing power and profitability for leading companies in the sector [25].

证券之星消息，8月20日航天装备板块较上一交易日上涨2.27%，中天火箭领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。航天装备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) | | --- | --- | --- | --- | --- | --- | | 003009 | 中天火箭 | 59.76 | 9.99% | 12.17万 | 6.96 | | 300722 | 新余国科 | 39.87 | 4.29% | 22.31万 | 8.82 Z | | 600879 | 航天电子 | 11.14 | 2.11% | 151.63万 | 16.84亿 | | 600118 | 中国卫星 | 29.75 | 1.74% | - 30.99万 | 9.22亿 | | 601698 | 中国 通 | 20.81 | 1.66% | 52.69万 | 10.93 亿 | | 688282 | 理工导航 | 49.13 | 1.40% | 4027.12 | 1968.69万 | | 688523 | 航 ...

格隆汇8月20日丨中天火箭(003009.SZ)在投资者互动平台表示，公司产品耐烧蚀组件用于商业航天。 ...

航天科技8月19日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 2948.20 | 2110.81 | | 买二 | 深股通专用 | 2852.02 | 19368.30 | | 买三 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 2630.88 | 2561.60 | | 买四 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 2371.52 | 2102.83 | | 买五 | 国信证券股份有限公司浙江互联网分公司 | 2346.96 | 2006.42 | | 卖一 | 深股通专用 | 2852.02 | 19368.30 | | 卖二 | 机构专用 | 0.00 | 6668.43 | | 卖三 | 中国国际金融股份有限公司上海分公司 | 56.02 | 3623.52 | | --- | --- | --- | --- | | 卖四 | 机构专用 | 0.38 | 3179.69 | ...

| 买入金额最大的前5名 | | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 东方财富证券股份有限公司拉萨金融城南环路证券营业部 | 762次 30.58% | 2 | 2948.20 | 1.17% | | 2 | 深版通专用 | 575次 47.30% | ▲ | 2852.02 | 1.13% | | 3 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 864次 29.63% | ▲ | 2630.88 | 1.04% | | 4 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 950次 30.21% | ▲ | 2371.52 | 0.94% | | 5 | 国信证券股份有限公司浙江互联网分公司 | 281次 27.40% | A | 2346.96 | 0.93% | | | 卖出金额最大的前5名 | | | | | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | 575次 47.3 ...

证券之星消息，8月19日航天装备板块较上一交易日下跌0.93%，理工导航领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。航天装备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002829 星网宇达 | | = 420.36万 | 2.06% | 238.59万 | 1.17% | -658.94万 | -3.23% | | 600879 航天电子 | | -397.50万 | -0.41% | -4853.84万 | -4.97% | 5251.34万 | 5.38% | | 688282 理工导航 | | -996.48万 | -20.94% | 368.06万 | 7.73% | 628.42万 | 13.20% | | 300722 新余国科 | | -1662.59万 | -4.89% | -1070.37万 | -3.15% ...

格隆汇8月19日丨航天科技(000901.SZ)在互动平台表示，目前公司加速度传感器等少量产品配套神舟二 十发射任务，但上述业务形成收入规模较小，且占公司总营业收入比例有限，未对公司经营数据产生重 大影响。 ...

央视网消息：8月15日，神舟二十号乘组圆满完成第三次出舱活动。此次任务中，陈冬身着的空间站舱外服B已累计保障了20次出舱 任务，成为我国空间站首套实现"4年20次"延寿目标的舱外服。 4年来，先后有11名航天员在8次载人飞行任务中接力使用过舱外服B。经科研人员动态精准评估，舱外服B的状态稳定良好，这也为 航天服工程应用质效的提升和空间站常态化出舱活动任务提供了坚实支撑。 中国航天员科研训练中心张万欣介绍，飞行服A已经用了18次，飞行服B是第20次，这两套服装都是2021年随着天舟二号发射入轨 的。 空间站舱外服也成为首个在轨开展寿命评估并延寿使用的飞行产品。目前，随天舟九号货运飞船上行的两套新舱外服D、E已完成 解包检测，状态良好。在未来出舱任务中，它们将逐步投入使用。退役的舱外服B将会回到地球，继续完成它后续的使命。 2021年7月4日，航天员刘伯明、汤洪波身着中国自主研制的新一代"飞天"舱外航天服，先后从天和核心舱节点舱成功出舱，完成了 在机械臂上安装脚限位器和舱外工作台等工作。 两名航天员还在机械臂支持下，相互配合开展了空间站舱外设备组装作业。这次出舱，刘伯明穿着的是红色饰带的舱外服A，汤洪 波穿着的是 ...

Core Viewpoint - The company is currently supplying a small number of products, including accelerometers, for the Shenzhou 20 launch mission, but this business has a limited revenue scale and does not significantly impact the company's overall operating data [1] Group 1 - The company confirmed its involvement in the Shenzhou 20 launch by providing accelerometers and other products [1] - The revenue generated from this business is relatively small compared to the company's total operating income [1] - The limited scale of this business means it has not had a major effect on the company's financial performance [1]

格隆汇8月19日丨航天科技(000901.SZ)在互动平台表示，目前公司加速度传感器等少量产品配套神舟二 十发射任务，但上述业务形成收入规模较小，且占公司总营业收入比例有限，未对公司经营数据产生重 大影响。 ...