（来源：淘金ETF） 1. 中国卫通（601698） 作为卫星通信运营国家队，手握稀缺轨位与频谱资源，是商业航天从上天到变现的关键枢纽。在低轨星 座加速组网、手机直连卫星需求爆发的背景下，卫星通信运营与数据服务成为核心增长极。凭借完整地 面站网络与高通量卫星资源，深度绑定国家星网工程，承接卫星互联网、应急通信、偏远地区覆盖等核 心订单，现金流稳定且可持续。随着商业航天规模化落地，卫星运维、数据分发、行业应用需求持续释 放，叠加政策对卫星互联网的战略支持，长期成长逻辑清晰。在空天地一体化建设浪潮中，凭借资源壁 垒与运营优势，成为商业航天运营端最具确定性的核心标的，业绩与估值具备向上空间。 2. 中国卫星（600118） 深耕卫星研制与应用全产业链，覆盖通信、导航、遥感等多领域卫星制造，是商业航天卫星制造端的核 心力量。随着低轨星座建设进入高峰期，微小卫星批量发射需求激增，卫星总装与核心部件配套迎来爆 发式增长。依托航天科技集团技术与资源优势，在卫星平台、载荷研发、总装测试等环节具备深厚积 累，深度参与国家重大航天工程与商业卫星项目。同时积极布局卫星应用服务，构建"制造+运营+数 据"闭环，拓展行业应用场景。在商 ...

来源：新浪基金∞工作室 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 通用航空ETF（159378）业绩比较基准为国证通用航空产业指数收益率，管理人为永赢基金管理有限公 司，基金经理为刘庭宇、张璐，成立（2025-01-02）以来回报为48.19%，近一个月回报为-1.42%。 2月27日，截止午间收盘，通用航空ETF（159378）跌0.61%，报1.474元，成交额2015.71万元。通用航 空ETF（159378）重仓股方面，万丰奥威截止午盘跌0.49%，航天彩虹跌0.58%，中直股份跌1.18%，华 力创通涨0.30%，中国卫星涨1.68%，洪都航空跌0.87%，航天电子跌0.39%，中无人机跌0.40%，天银机 电涨1.03%，北斗星通跌0.16%。 ...

经济观察网 北斗星通近三个交易日股价表现活跃，累计涨幅3.08%，成交额约18.06亿元。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势根据内部数据库，北斗星通近三个交易日（2026年2月24日至26日）股价表现活跃。2月24 日收盘价为42.65元，单日上涨0.26%；2月25日收盘价升至43.53元，涨幅达2.06%，成交额7.77亿元；截 至2月26日最新数据，股价报43.85元，较前日上涨0.74%，成交额4.32亿元。近三个交易日累计涨幅为 3.08%，区间成交额约18.06亿元，显示交投活跃。 资金走向资金流向方面，根据证券之星报道，2月25日北斗星通主力资金净流入4474.43万元，占总成交 额5.76%，游资资金同步净流入1357.45万元。技术面指标显示，当前股价处于20日布林带中轨附近， MACD柱状图负值收窄，KDJ指标出现超卖修复迹象，短期波动性有所增加。 ...

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 002085 | 万丰奥威 | -0.50% | 5.29% | | 002389 | 航天彩虹 | -0.37% | 3.73% | | 600038 | 中直股份 | 1.33% | 3.58% | | 300045 | 华力创通 | 1.68% | 3.49% | | 600316 | 洪都航空 | -1.17% | 3.40% | | 600118 | 中国 星 | 2.05% | 3.39% | | 600879 | 航天电子 | 2.54% | 2.83% | | 688297 | 中无人机 | -1.03% | 2.70% | | 300342 | 天银机电 | 1.03% | 2.60% | | 002151 | 北斗星通 | 0.94% | 2.49% | 截至2026年2月26日，三大指数盘中拉升，低空经济概念小幅拉升，截至 13:18，通用航空ETF华夏(159230)上涨0.88%， 冲击3连涨，其持仓股应流股份涨 停，广联航空上涨5.64%，广电计量上涨3.18%，睿创微纳上 ...

商业航天迎来多重利好，国内方面，中国商业航天企业代表蓝箭航天宣布，我国重复使用火箭朱雀三号 计划今年第二季度再次开展回收试验。这一计划若顺利推进，将加速可重复使用火箭系统的成熟进程， 为中国商业航天领域树立新的里程碑。海外方面，SpaceX首席执行官马斯克设想从月球电磁弹射AI卫 星，以支持AI等高性能计算需求。 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> 截至2026年2月25日 13:56，中证卫星产业指数(931594)强势上涨3.21%，成分股航天电子上涨6.65%，新 雷能上涨5.37%，航天环宇上涨4.91%，信科移动，铂力特（维权）等个股跟涨。卫星ETF鹏华(563790) 上涨2.87%，最新价报1.18元。 卫星ETF鹏华紧密跟踪中证卫星产业指数，中证卫星产业指数选取50只业务涉及卫星制造、卫星发射、 卫星通信、卫星导航、卫星遥感等领域的上市公司证券作为指数样本，反映卫星产业上市公司证券的整 体表现。 数据显示，截至2026年1月30日，中证卫星产业指数(931594)前十大权重股分别为航天电子、中国卫 星、臻镭科技（维权）、中国卫通、中科星图、国博电子、华测导航 ...

高管减持 同日晚间，公司公告部分高级管理人员(黄磊、李阳、姚文杰)的股份减持计划已实施完成，合计减持约 4.52万股，减持均价区间为44.86元/股至44.91元/股。 业绩经营情况 2026年01月22日，公司公告预计2025年度归属于上市公司股东的净利润为-29,000万元至-23,000万元， 较2024年同期减亏，主要受商誉减值、研发投入增加及业务结构调整影响。 经济观察网北斗星通（002151）近期值得关注的事件。北京北斗星通导航技术股份有限公司(股票代 码：002151)是我国卫星导航产业首家上市公司，主营智能位置数字底座和微波陶瓷器件业务。 公司项目推进 2026年02月10日，北斗星通以通讯方式召开第七届第二十五次董事会会议，审议了《关于部分募投项目 延期、增加实施主体并调整内部投资结构的议案》等文件。 股票近期走势 2026年01月07日，公司发布股票异常波动公告，指出商业航天仅为下游应用场景之一，提示股价短期涨 幅较大可能偏离基本面。此前，2025年12月22日，该股因商业航天概念走强涨停。2026年01月08日，北 斗星通因振幅值达标登陆深交所龙虎榜，当日成交额78.69亿元；2026年 ...

格隆汇2月11日丨北斗星通(002151.SZ)在互动平台表示，公司主要从事定位芯片、天线和高精度位置数 据服务，公司不从事卫星制造和发射业务。 ...

证券日报网讯 2月11日，北斗星通在互动平台回答投资者提问时表示，当前公司海外收入的占比约为 8%，其中欧盟的收入约为5%，目前模式还是以境内公司直销为主，德国的实体公司主要便于派驻人 员，为客户提供快速响应和服务。 （文章来源：证券日报） ...

Group 1 - Aerospace Electronics (600879) is a core listed platform of the Aerospace Science and Technology Group, focusing on aerospace electronic information systems, inertial navigation, integrated circuits, and electromechanical components. It is a leading supplier for manned lunar landing projects, providing key equipment for the Long March 10 rocket and the Dream Chaser spacecraft, with a leading market share in aerospace electronic support [1][25]. - Aerospace Power (600343) specializes in aerospace liquid propulsion systems and is a key supplier for the Long March 10 rocket's propulsion system. The company is recognized for its high-temperature and high-reliability products, suitable for manned lunar landing conditions, and is expected to see strong growth in orders as the lunar landing program progresses [2][26]. - Aerospace Engineering (603698) relies on resources from the Aerospace Science and Technology Group and is involved in system integration and launch support for manned lunar landing projects. The company is recognized as a leader in aerospace engineering contracting and is expected to expand its system integration business as demand for launch support services increases [3][27]. Group 2 - Aerospace Electromechanical (600151) focuses on special materials and energy systems for spacecraft, serving as a core supplier for the Dream Chaser and lunar probe. The company is recognized for its lightweight and high-strength products, which are essential for manned lunar missions, and is expected to see rapid growth in its aerospace support business [4][28]. - Aerospace Electrical (002025) specializes in high-end relays, connectors, and micro motors, with a market share exceeding 70% in aerospace connectors. The company is viewed as a critical supplier for manned lunar projects, with strong reliability and high technical barriers, and is expected to see increased demand as the lunar landing program advances [5][30]. - Quanxin Co., Ltd. (300447) focuses on aerospace special cables and transmission components, providing high-temperature and interference-resistant cables for lunar landing projects. The company is recognized as a leader in the aerospace cable segment, with stable orders expected to grow as demand for aerospace information technology increases [6][31]. Group 3 - Zhenhua Technology (000733) is a leading military electronics company, providing essential electronic components and power systems for spacecraft. The company is expected to see significant growth in product demand as the lunar landing program progresses, supported by its strong technical capabilities and customer resources [7][32]. - Torch Electronics (603678) specializes in ceramic capacitors and aerospace components, recognized as a core supplier for ceramic capacitors in lunar landing projects. The company is expected to see growing demand for its aerospace-grade capacitors as the lunar landing program advances [8][33]. - Guojijiang Precision (002046) focuses on aerospace special bearings and precision manufacturing equipment, with a market share exceeding 90% in high-reliability aerospace bearings. The company is expected to see strong demand for its special bearings as the lunar landing spacecraft development accelerates [9][34]. Group 4 - China Satellite (600118) is a leading satellite manufacturer under the Aerospace Science and Technology Group, providing satellite development and application services for lunar landing projects. The company is expected to see rapid growth in its satellite manufacturing and application business as demand for space-based systems increases [10][35]. - China Satcom (601698) specializes in satellite communication services, providing critical communication links for lunar landing missions. The company is recognized as a leader in satellite communication operations, with expected growth in service revenue as lunar landing tasks progress [11][36]. - Haige Communication (002465) focuses on satellite navigation and wireless communication, serving as a core supplier for navigation and communication terminals in lunar landing projects. The company is expected to see strong growth in its core business as demand for lunar landing measurement and control systems increases [12][37]. Group 5 - Beidou Xingtong (002151) is a core enterprise in the Beidou navigation industry chain, providing high-precision navigation solutions for rockets and spacecraft. The company is expected to see rapid growth in its aerospace navigation business as demand for high-precision navigation increases with the lunar landing program [13][38]. - Guangwei Composite Materials (300699) is a leading carbon fiber manufacturer, providing lightweight materials for the Long March 10 rocket and Dream Chaser. The company is expected to see growing orders for its composite materials as demand for lightweight solutions in aerospace increases [14][39]. - Guangqi Technology (002625) specializes in metamaterials and aerospace structural components, providing lightweight and radiation-resistant parts for spacecraft. The company is expected to see increasing demand for its metamaterial solutions as the lunar landing program progresses [15][40]. Group 6 - Steel Research High-Nickel (300034) focuses on high-temperature alloys and aerospace special alloys, providing critical materials for rocket engines. The company is expected to see strong demand for its high-temperature alloys as the lunar landing rocket production accelerates [16][41]. - Western Materials (002149) specializes in titanium alloys and rare metal composite materials, providing lightweight components for lunar landing vehicles. The company is expected to see growing demand for its special materials as the lunar landing spacecraft development accelerates [17][42]. - Hailanxin (300065) focuses on marine electronic information and aerospace recovery measurement and control systems, providing critical support for lunar landing return missions. The company is expected to see rapid growth in its measurement and control business as lunar landing return tasks are implemented [18][43]. Group 7 - Jieli Rigging (002342) specializes in special rigging and lifting equipment, providing critical components for the safe recovery of lunar landing rockets. The company is expected to see increasing demand for its special rigging solutions as the technology for reusable rockets becomes more prevalent [19][44]. - China Shipbuilding (600150) is a leading shipbuilding company, focusing on the construction of marine recovery platforms for lunar landing missions. The company is expected to see continued growth in its recovery platform construction business as lunar landing tasks progress [20][45]. - Chaojie Co., Ltd. (301005) specializes in high-strength fasteners and precision structural components, providing critical fasteners for rockets and spacecraft. The company is expected to see growing demand for its fasteners as the lunar landing program moves into mass production [21][46]. - Yingliu Co., Ltd. (603308) focuses on high-temperature alloy castings and aerospace precision components, providing critical parts for rocket engines. The company is expected to see strong demand for its core components as the lunar landing rocket production accelerates [22][47].

证券日报网讯2月11日，北斗星通（002151）在互动平台回答投资者提问时表示，公司顺势而为，以云 +芯的商业模式致力于打造智能位置数字底座，为千行百业提供高精度的位置服务。提高营收的重要举 措是出海，无论是芯片还是天线，海外收入的比重还比较低，有很大的增长空间。 ...