据介绍，本次飞行试验将把天启星座06组卫星(37星至40星)共4颗卫星搭载送入高度850km、倾角45°的 近地轨道，卫星入轨后将利用自身的推进系统完成四星在轨布相，使相邻两星的相位间隔90°，并将四 颗卫星的轨道高度抬升至900km。 天启星座37星至40星由山东华宇航天空间技术有限公司研制，用户为北京国电高科科技有限公司。4颗 卫星为低轨数据采集卫星，是天启星座的组网星，卫星配置DCS载荷，工作频率为UHF频段，运行在 900km、倾角45°的近地轨道上。天启星座设计由38颗卫星组网，可提供全球范围内的数据采集服务， 有效解决地面网络覆盖不到的海上、空中及偏远区域物联网络接入问题。天启星座37星至40星技术状态 一致，单星质量约为51.5kg。卫星设计寿命5年。 齐鲁晚报.齐鲁壹点钟建军通讯员徐盛世 1月12日，从海阳市获悉，预计1月16日4时左右，由海阳东方航天港总装出厂的谷神星一号海遥七运载 火箭，将在山东近海海域发射升空。 本次火箭发射，主要进一步验证谷神星一号海射型运载火箭设计方案的正确性，火箭系统发射与保障工 作流程的合理性，火箭系统、卫星系统、发射与保障系统、测控系统、发射船系统等各大系统的协 ...

国金证券指出，展望未来，发射密度显著提升、关键技术验证节点、星座组网加速与应用落地、资本市 场的标志性事件、海外Starship里程碑等事件均将持续催化商业航天板块行情。随着千帆星座（G60）与 中国星网（GW）两大巨型星座在2024-2025年完成初步技术验证与首批次发射，2026年将有望进入高频 密集组网期。根据ITU（国际电信联盟）的频谱占用规则及国家发改委新基建的推进要求，2026-2027年 是必须实现千星级部署的硬性窗口期，这将直接抬升上游制造环节的产能需求。 截至2026年1月12日 13:14，中证国防指数(399973)强势上涨4.57%，成分股国博电子上涨19.99%，中科 星图上涨17.52%，国科军工上涨13.39%，雷电微力，航天电子等个股跟涨。国防ETF(512670)上涨 4.55%， 冲击3连涨。最新价报1.08元。 国防ETF紧密跟踪中证国防指数，中证国防指数选取隶属于十大军工集团公司旗下的上市公司证券，以 及为国家武装力量提供武器装备，或与军方有实际装备承制销售金额或签订合同的相关上市公司证券作 为指数样本，以反映国防产业上市公司证券的整体表现。 数据显示，截至2025年1 ...

Investment Rating - The SW Machinery Equipment Index increased by 5.39% during the week of January 5 to January 9, 2026, ranking 10th among 31 primary industry categories [12][14]. Core Insights - The report anticipates a significant increase in domestic rocket launches in 2026, driven by the urgent demand for satellite deployment [21]. - The robotics sector is expected to experience a strong market trend in Q1 2026, with advancements in humanoid robots [21]. - The nuclear fusion energy sector is highlighted as a potential investment opportunity during the 14th Five-Year Plan period, with significant technological breakthroughs reported [22]. - The global shipbuilding industry is showing signs of recovery, with new ship prices increasing and order volumes significantly improving [31]. - The engineering machinery sector is entering an upward cycle, with robust domestic and export sales of excavators and loaders [35]. - The report indicates varying degrees of industry performance, with general machinery under pressure, while engineering machinery and railway equipment show positive trends [46][45]. Summary by Sections 1. Stock Portfolio - Recommended stocks include Chaojie Co., Feiwo Technology, Guanglian Aviation, Hengli Hydraulic, Lianchuang Optoelectronics, XCMG, SANY Heavy Industry, Zoomlion, LiuGong, and China Shipbuilding [10]. 2. Market Review - The SW Machinery Equipment Index rose by 5.39% in the first week of 2026, outperforming the CSI 300 Index, which increased by 2.79% [12][14]. 3. Key Data Tracking 3.1 General Machinery - The manufacturing PMI was reported at 50.1% in December, indicating a slight recovery [23]. 3.2 Engineering Machinery - Excavator sales reached 23,095 units in December, marking a year-on-year increase of 17.6% [35]. 3.3 Railway Equipment - Railway fixed asset investment has maintained a steady growth rate of around 6% since 2025 [45]. 3.4 Shipbuilding - The global new ship price index reached 184.65 in December, with a month-on-month increase of 0.17% [46]. 3.5 Oil Service Equipment - The oil service equipment sector is stabilizing, with high demand in the Middle East [49]. 3.6 Industrial Gases - A decrease in raw material prices is expected to improve profitability in the steel sector, boosting demand for industrial gases [55]. 3.7 Gas Turbines - GEV's new gas turbine orders grew by 39% year-on-year in the first three quarters of 2025, indicating a robust market [57].