Aerospace and Defense(IN40195.SH)

The three major A-share indices closed mixed, with commercial aerospace and AI applications collectively retreating

36Kr learned that the three major indices of A-shares closed mixed, with the Shanghai Composite Index down 0.33%, the Shenzhen Component Index up 0.41%, and the ChiNext Index up 0.56%; semiconductors and computing hardware led the gains, with Blue Arrow Electronics and Silergy Corp hitting the daily limit, Jiangbolong rising over 9%, and Zhongji Xuchuang and Cambridge Technology rising over 5%; the commercial aerospace and AI application sectors collectively retreated, with China Spacesat, AEROSPACE POWER, ZHI-TECH, and several other stocks hitting the daily limit down, and TRS falling over 10%

The popularity of high-priced stocks has clearly receded, with several previously strong stocks such as Guosheng Technology, YHDZ, ZAISHENG TECHNOLOGY, Goldwind Technology, LUXIN, TIP Group, and CATEC hitting the limit down

The three major A-share indices closed mixed, with the aerospace and military industry sector weakening

36Kr learned that the three major A-share indices closed mixed, with the Shanghai Composite Index down 0.31%, the Shenzhen Component Index up 0.56%, and the ChiNext Index up 0.82%; the communication equipment, cultural media, and semiconductor sectors led the gains, with Hanshuo Technology and Zhejiang Wenhu Internet hitting the daily limit, and Jingfeng Mingyuan rising over 13%; the telecommunications, aerospace and military, and insurance sectors weakened, with CHINA SATCOM hitting the daily limit, HDAA down over 4%, and China Pacific Insurance down over 3%

In half a day, the main funds increased their positions in computer and electronics stocks while selling off bank stocks

In the morning, the main funds had a net inflow into sectors such as computers, electronics, power equipment, media, and pharmaceuticals, while there was a net outflow from the banking sector. Specifically, in terms of individual stocks, Haige Communications, Yanshan Technology, and Leo received net inflows of 5.968 billion yuan, 4.103 billion yuan, and 3.744 billion yuan, respectively. On the outflow side, Zhaoyi Innovation, LKDF, and Xinyi Sheng were sold off for 1.132 billion yuan, 932 million yuan, and 885 million yuan, respectively. (First Financial)

In the past month, a return of 48%. Liu Tingyu from Yongying Fund: 2026 will become the first year of accelerated development for China's commercial aerospace industry, with market height and sustainability expected to exceed expectations

Yongying Fund Manager Liu Tingyu stated that 2026 will become the inaugural year for the accelerated development of China's commercial aerospace industry, and the height and sustainability of the market in the coming year are expected to exceed expectations. Recently, the commercial aerospace sector has shown active performance, especially with China's announcement of 200,000 satellites attracting market attention. Liu Tingyu pointed out that the competition for space resources is intensifying, and the construction of the satellite communication industry is urgent. In the next three months, various models of rockets will conduct orbital or recovery tests, and the commercialization of satellite communication applications is about to begin