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A股震荡调整,机构:商业航天板块值得关注
Qi Huo Ri Bao· 2025-12-03 11:38
Core Viewpoint - The A-share market experienced fluctuations with the Shanghai Composite Index down by 0.51%, the Shenzhen Component Index down by 0.78%, and the ChiNext Index down by 1.12%, while the total market turnover reached 1.6836 trillion yuan [1] Group 1: Market Performance - The A-share market showed a mixed performance with notable declines in major indices [1] - The sectors that performed well included cultivated diamonds, coal mining and processing, and wind power equipment, while sectors like Kuaishou concept, Xiaohongshu concept, and Zhipu AI saw significant declines [1] - The commercial aerospace sector exhibited volatility, with Aerospace Power (600343) rising by 6.46% [1] Group 2: Commercial Aerospace Developments - The establishment of the Commercial Aerospace Department by the National Space Administration indicates a growing focus on the commercial aerospace sector [1] - The National Space Administration released an action plan for promoting high-quality and safe development in commercial aerospace from 2025 to 2027, aiming for significant growth in industry scale and innovation [1] - Opportunities in the commercial aerospace sector are highlighted, particularly in satellite and rocket manufacturing, with upstream benefiting from constellation networking demand and downstream having vast market potential in satellite applications and data services [1]