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。 2月10日，截止午间收盘，通用航空ETF鹏华（563870）跌1.25%，报0.951元，成交额370.77万元。通用 航空ETF鹏华（563870）重仓股方面，航天电子截止午盘跌3.98%，海格通信跌2.01%，中国卫通跌 2.36%，北斗星通跌1.91%，中科星图跌1.51%，雷科防务跌5.06%，华测导航跌1.00%，航天彩虹跌 1.26%，西部超导跌0.62%，中航机载涨0.26%。 通用航空ETF鹏华（563870）业绩比较基准为中证通用航空主题指数收益率，管理人为鹏华基金管理有 限公司，基金经理为钟成亮，成立（2025-12-31）以来回报为-3.67%，近一个月回报为-9.36%。 来源：新浪基金∞工作室 ...

Core Insights - The report emphasizes the dual focus on AI advancements and the deepening of domestic network capabilities in the communication industry, predicting significant growth in AI-related investments and domestic production across various segments [4][5][6] - The anticipated performance for Q4 2025 shows a robust increase in net profits for key companies, with some expected to see over 50% year-on-year growth [4][15] Group 1: AI and Network Development - The AI focus is expected to evolve around overseas mapping, optical communication trends, and changes in optoelectronic technology, with a shift from Scale out to Scale up in ecosystem development [4][5] - Domestic production trends are accelerating across four key areas: chips, cloud, network, and end devices, with significant growth potential in the chip sector due to global supply chain dynamics [4][5] - The report highlights the expected explosion in demand for optical devices and chips, driven by AI needs and the introduction of new technologies like silicon photonics [5][6] Group 2: Company Performance Predictions - Key companies are projected to experience substantial profit growth, with notable increases such as Heertai (+798%), Guangku Technology (+439%), and 5.5G Canqin Technology (+290%) [4][15] - The report outlines specific performance forecasts for major players, indicating a strong recovery in demand across various sectors, including optical communication and satellite internet [4][15] - Companies like China Mobile and ZTE are expected to benefit from increased capital expenditures directed towards AI and network investments, enhancing their revenue and profitability [6][15] Group 3: Investment Opportunities - The report identifies several investment opportunities in the AI computing network, including companies like Zhongji Xuchuang and Xinyi Technology, which are positioned to benefit from the growing demand for AI capabilities [4][6] - The satellite internet sector is highlighted as having high barriers to entry and significant long-term investment potential, with companies like Zhenyou Technology and Xinke Mobile being key players [4][6] - The IoT sector is expected to see a surge in demand driven by AI and robotics, with companies like Lexin Technology and Guanghe Technology poised for growth [10][11]

商业航天午后持续活跃，消息面上，东方空间自研的引力二号为中大型液体可回收运载火箭，定位于中 大型卫星大规模组网及商业高轨发射需求，核心具备极致性价比、芯级回收的技术特点，该火箭预计 2026年年中完成首飞。 国金证券指出，随着下游火箭需求的爆发增长，上游材料值得重视。中游设备端未来边际变化较大的两 个方向是发动机、3D打印方向，具备稀缺性+通胀的长期逻辑。下游上市公司进展加速，中美共振，解 决运力卡点。商业公司和"国家队"共振，看好2026年国内进入可回收火箭元年。 截至2026年2月3日 14:36，中证卫星产业指数(931594)强势上涨4.28%，成分股海兰信上涨15.91%，信维 通信上涨11.58%，芯原股份上涨10.07%，派克新材，光库科技等个股跟涨。卫星ETF鹏华(563790)上涨 3.61%，最新价报1.23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 ...

证券日报网讯1月30日，华测导航（300627）在互动平台回答投资者提问时表示，截至目前，公司未与 SpaceX建立直接合作。 ...

Core Insights - The report highlights the ongoing development of U.S.-China relations, with President Trump planning a visit to China in April, which is seen as beneficial for both nations [2] - The People's Bank of China is actively engaging with global financial leaders, indicating a focus on macroeconomic policies and trade relations [2] - The Chinese government is prioritizing the service sector in 2026, aiming to expand market access and promote digital trade [2] - The State-owned Assets Supervision and Administration Commission is working on initiatives to optimize the layout of state-owned enterprises, with significant investment planned for R&D and asset growth [2] - The report emphasizes the importance of the photovoltaic industry and the need for regulatory measures to ensure healthy competition [2] Company Insights - TikTok has established a joint venture in the U.S. for data security, indicating a strategic move to enhance its operational transparency [5] - China National Petroleum Corporation has achieved large-scale production of high-end materials, reducing reliance on imports for strategic industries [5] - SpaceX is preparing for a significant IPO, aiming for a valuation of approximately $1.5 trillion, which reflects its growth potential in the commercial space sector [5] - China Aerospace Science and Technology Corporation is focusing on enhancing its commercial launch capabilities, with ambitious goals for the next decade [5] Banking Sector Insights - The report indicates a slight increase in the proportion of active funds in the banking sector, with a total market value of 1.61 trillion yuan allocated to A-shares [6] - The concentration of holdings among the top five banks has decreased, with notable fluctuations in individual bank positions [7] - Northbound capital has seen a net reduction in bank stocks, with significant decreases in holdings for certain banks [8] - The banking sector is expected to benefit from macroeconomic policies aimed at improving credit conditions and stabilizing net interest margins [8][9]

格隆汇1月30日丨华测导航(300627.SZ)在投资者互动平台表示，截至目前，公司与中科宇航暂无直接合 作及股权投资关系。 ...

格隆汇1月30日丨华测导航(300627.SZ)在投资者互动平台表示，截至目前，公司未与SpaceX建立直接合 作。 ...

格隆汇1月30日丨华测导航(300627.SZ)在投资者互动平台表示，截至目前，公司未与SpaceX建立直接合 作。 ...

数据显示，截至2025年12月31日，中证卫星产业指数(931594)前十大权重股分别为中国卫星、航天电 子、中国卫通、中科星图、臻镭科技（维权）、北斗星通、华测导航、国博电子、北方导航、新雷能， 前十大权重股合计占比63.64%。 截至2026年1月29日 10:02，中证卫星产业指数(931594)强势上涨1.04%，成分股海兰信上涨4.12%，国博 电子上涨3.40%，航宇微上涨3.31%，铂力特（维权），超图软件等个股跟涨。卫星ETF鹏华(563790)上 涨0.72%，最新价报1.26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。 华龙证券指出，2025年，全球太空竞赛进入了白热化的"新太空竞赛"时代。展望2026年，商业航天行业 迎来政策、技术、产业三重催化共振的爆发元年，国内外发射任务密集落地，可回收火箭技术攻坚迎来 关键突破，全产业链迎来价值重估与格局重塑，建议关注商业航天"上游研发制造-中游发射服务-下游 运营应用"全产业链投资机会。 消 ...

Core Viewpoint - Over 20 commercial aerospace concept stocks have disclosed their performance forecasts for 2025, with notable increases in net profits, particularly from Zhenlei Technology, which anticipates a year-on-year increase of over 6 times [1] Group 1: Company Performance Forecasts - Zhenlei Technology expects a net profit increase of 530%-642% year-on-year for 2025 [1] - Zhimingda forecasts a net profit increase of approximately 414% year-on-year for 2025 [1] - Chengdu Huamei shows a significant quarter-on-quarter growth of 458%-614% in Q4 [1] Group 2: Companies Involved - A total of 21 commercial aerospace concept stocks have reported their 2025 performance forecasts, including Ruichuang Micro-Nano, Huace Navigation, Zhongtai Co., Plit, Aero Engine Control, Torch Electronics, Chengdu Huamei, Bolite, Haozhi Electromechanical, Zhenlei Technology, ST Chengchang, Zhimingda, Feiwo Technology, Aerospace Huanyu, China First Heavy Industries, Xinke Mobile, West Testing, Shanghai Hanhua, Leike Defense, Guanglian Aviation, and Youke De [1]