研究早观点 2025 年 11 月 18 日 星期二 市场走势 资料来源：最闻 国内市场主要指数 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,972.03 | -0.46 | | 深证成指 | | 13,202.00 | -0.11 | | 沪深 | 300 | 4,598.05 | -0.65 | | 中小板指 | | 7,992.92 | -0.37 | | 创业板指 | | 3,105.20 | -0.20 | | 科创 | 50 | 1,354.04 | -0.53 | | 资料来源：最闻 | | | | 分析师： 彭皓辰 执业登记编码：S0760525060001 邮箱：penghaochen@sxzq.com 【今日要点】 【山证纺服】10 月社零数据点评-10 月国内社零同比增长 2.9%，可选 消费品类增速环比提升 【公司评论】星图测控(920116.BJ)：太空服务管理提供商，测管仿算 全产业链构筑核心壁垒 2019 年 2 月 21 日 星期四 请务必阅读最后股票评级说明和免责声明 1 研究早观点 【今日要点】 【 ...

Group 1 - Recent successful satellite launches highlight investment opportunities in aerospace and military sectors, particularly focusing on scarce targets like Xingtu Measurement and Control [2][12][15] - The total market capitalization of 15 aerospace/military companies listed on the North Exchange reached 64.257 billion yuan, covering products such as aerospace measurement and control, carbon fiber raw silk, and RF coaxial connectors [15][17] - Xingtu Measurement and Control (920116.BJ) reported a revenue of 288 million yuan in 2024, representing a year-on-year growth of 25.90%, with a net profit of 84.9744 million yuan, up 35.68% [19][21] Group 2 - The average weekly performance of five major industries on the North Exchange showed positive growth, with high-end equipment, information technology, chemical new materials, consumer services, and pharmaceutical biology industries increasing by 1.37%, 4.59%, 3.10%, 1.49%, and 2.15% respectively [3][22] - The median price-to-earnings (P/E) ratios for high-end equipment, information technology, chemical new materials, consumer services, and pharmaceutical biology industries were 44.6X, 95.9X, 40.9X, 59.2X, and 44.7X respectively [3][22] Group 3 - In the technology new industry, 149 companies saw a median price increase of 1.72%, with notable performers including Zhongcheng Technology (+26.93%), Laisai Laser (+23.99%), and Xingtu Measurement and Control (+17.22%) [4][35] - The total market capitalization of the technology new industry increased from 449.266 billion yuan to 459.574 billion yuan, with the median market capitalization rising from 2.295 billion yuan to 2.297 billion yuan [37][43] Group 4 - Recent announcements included significant project wins for companies like Kairun Intelligent Control, which secured a bid worth 30 million yuan from the State Grid Zhejiang, and Huaxin Yongdao, which won a project in Chengdu valued at 9.06 million yuan annually for three years [5][57][58]