2026年1月8日，A股和港股彻底走出"冰火两重天"！ A股这边，沪指微跌0.07%还能守住15连阳，韧性超出所有人预期；港股那边，三大指数集体跳水，全 面承压。 这种"内强外弱"的格局，不是偶然！背后是政策、资金、产业趋势三重发力，看懂的人已经找准方向 了。 先上核心数据，快速摸清全局： A股主要指数分化明显，科创50最牛，上涨0.82%报1455.17点，妥妥的主线风向标；沪指微跌0.07%收 4082.98点，15连阳的走势，直接说明市场核心支撑没断。 不过成长板块内部有分歧，深证成指跌0.51%，创业板指跌0.82%，不是所有成长股都能涨。 量能是关键！全天A股成交额2.83万亿元，高位站稳，还有3700多只个股上涨，市场情绪整体偏乐观， 资金做多意愿还在。 再看港股，简直是另一番天地： 恒生指数跌1.17%报26149.31点，恒生科技指数跌1.05%报5678.34点，恒生中国企业指数跌1.09%报 9039.34点。 为啥跌这么狠？核心是外资谨慎了！一方面担心海外流动性变化，另一方面部分科技股赚了钱就跑，加 重了板块压力。 板块涨跌分化超明显，赚钱效应全在这几个方向！ 有人赚钱就有人亏，跌幅榜主 ...

Core Viewpoint - The Chinese commercial aerospace industry is accelerating its development, with private companies increasingly taking on roles traditionally held by state-owned enterprises, particularly in system-level projects [2][4][11]. Group 1: Company Developments - Beijing Wina Star Technology Co., Ltd. (Wina Star) has officially confirmed winning the bid for the "Huan Tian Satellite Constellation Construction" project, with a contract value of 804 million RMB [2][4]. - Wina Star will develop a constellation of 10 remote sensing micro-satellites, including 4 optical satellites and 6 SAR satellites, and will be responsible for satellite launch and network integration [5]. - On the same day, Star River Power Aerospace successfully completed the launch of four satellites into low Earth orbit as part of its "Tianqi Constellation" project [3][7]. Group 2: Industry Trends - The domestic commercial aerospace sector is transitioning from "single satellite verification" and "experimental exploration" to "mass production" and "scale networking" [3]. - The establishment of Wina Star's project is indicative of a broader trend where private enterprises are deeply involved in space infrastructure, marking a shift in the industry dynamics [6][12]. - The Chinese commercial aerospace market is projected to reach a scale of 2.5 trillion to 2.8 trillion RMB by 2025 [16]. Group 3: Government Support and Policy - The Chinese government has been actively promoting the commercial aerospace sector as a new growth engine, with various policies encouraging private capital participation in national space infrastructure [11][12]. - Local governments are also supporting commercial aerospace initiatives, with specific policies aimed at fostering regional economic development through aerospace projects [14]. - The "Sichuan Province Commercial Aerospace High-Quality Development Action Plan (2025-2030)" aims for the industry to reach a scale of 100 billion RMB by 2030 [15].