Analysis of Hailanxin (300065)'s Strong 20% Limit-Up: Dual Drivers from Commercial Aerospace and Restructuring

This analysis is based on the abnormal market flash news from CNfol.com[1] and related reports from Securities Times[2][3], released on January 8, 2026. Hailanxin (300065) hit the limit-up board on the same day, achieving a 20% limit-up and entering the strong stock pool. The company covers multiple hot concepts including commercial aerospace, shipbuilding, aircraft carriers, and Beidou Navigation, and has become a market focus driven by multiple positive factors.

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Hailanxin’s limit-up today comes from the core catalyst of

. As of the close on January 8, the commercial aerospace concept index rose 3.56%, ranking among the top gainers among concept sectors, with 351 stocks in the sector posting gains[2]. This sector effect directly drove Hailanxin’s strong performance.

China’s domestic commercial aerospace industry is in a period of rapid development. In 2026, China is expected to master core rocket recovery technologies, and launch costs are expected to decrease by 70% to 90%, pushing satellite orbiting into the “flight-like” era[4]. This industry trend provides broad development space for industrial chain enterprises such as Hailanxin.

An important positive news came in the afternoon of January 8 –

[3]. Hailanxin previously , providing technical support in areas such as intelligent communication navigation and remote control of rocket recovery vessels. The implementation of this project marks the company’s first successful foray into the commercial aerospace recovery field, achieving a major breakthrough in its business boundaries.

The direct satellite-to-mobile phone service has taken initial shape and is about to enter a stage of rapid development[3]. As a technical supplier for maritime recovery vessels, Hailanxin directly benefits from the accelerated construction of commercial aerospace infrastructure, and the company’s technical strength has been recognized by the market.

The company is advancing

, and plans to acquire 100% equity of Hainan Hyblue Universe Marine Information Technology Co., Ltd.[5]. The target company’s main business is to provide maritime monitoring radar products, radar network integrated monitoring systems, and radar monitoring information services to military and civilian customers involved in maritime operations.

Key time nodes for the restructuring include: the release of the revised draft on December 26, 2025, the convening of a temporary shareholder meeting for review on December 30, 2025, and the reply to the Shenzhen Stock Exchange’s review inquiry letter on January 6, 2026[5]. If the restructuring is successfully completed, it will significantly enhance the company’s market competitiveness in the fields of marine monitoring and radar systems, providing solid support for valuation.

Hailanxin overlaps with multiple hot concepts simultaneously, forming a concept cluster effect:

Concept Sector	Increase
Shipbuilding Concept	+4.95%
Aircraft Carrier Concept	+3.92%
Beidou Navigation Concept	+3.30%
Commercial Aerospace Concept	+3.56%

The multi-concept overlay enables Hailanxin to benefit from capital inflows in multiple sectors, making it more risk-resistant in the rotation of market hot spots.

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According to capital flow data on January 7[1]:

• Main Force Capital Net Outflow
  : RMB 111 million, accounting for 14.69% of total turnover
• Hot Money Net Outflow
  : RMB 1.9915 million, accounting for 0.26% of total turnover
• Retail Capital Net Inflow
  : RMB 113 million, accounting for 14.95% of total turnover

It should be noted that the above data reflects the capital situation on January 7. Today’s limit-up indicates that market sentiment has reversed, and capital may flow back rapidly. Investors should closely monitor changes in capital flow in the next few trading days to determine whether the upward momentum is sustainable.

Institutions are generally optimistic about the long-term investment logic of the commercial aerospace sector[4]. As a technical supplier for maritime recovery vessels, Hailanxin’s technical strength and market position have been recognized by professional institutions. With the groundbreaking of China’s first maritime reusable rocket recovery base, the attention on related industrial chain enterprises is expected to continue to rise.

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Item	Details
Company Name	Beijing Hyblue Data Technology Co., Ltd.
Establishment Date	February 14, 2001
Listing Date	March 22, 2010 (ChiNext Board)
Stock Code	300065 (Shenzhen Stock Exchange)
Registered Capital	RMB 721.539 million
Company Nature	Private Enterprise
Registered Address	Dijin Road, Haidian District, Beijing

Hailanxin’s main business covers the R&D, production, sales and services of

and . The company has obvious technical advantages in the following areas:

Business Area	Specific Details
Marine Observation	Provides high-precision marine observation equipment and systems
Marine Monitoring	Uses advanced sensors and data collection technology to monitor marine environments in real time
Intelligent Vessels	Intelligent systems such as vessel navigation and communication
Maritime Monitoring Radar	Radar network integrated monitoring systems and information services

The final transaction price for the 100% equity of Hainan Hyblue Universe Marine Information Technology Co., Ltd. to be acquired is

[5]. The target company focuses on providing maritime monitoring radar products and services to military and civilian customers involved in maritime operations, forming a good synergistic effect with Hailanxin’s existing businesses. After the restructuring is completed, the company’s product line will be more complete, and its market coverage will be further expanded.

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Hailanxin

, achieving a [1]. The limit-up price is around RMB 18.87 (refer to previous data). The limit-up range for ChiNext stocks is 20%, which means investors obtained relatively high short-term gains on the day.

Key Price Level	Operation Reference
Limit-Up Price	Approximately RMB 18.87 (20% limit-up)
Support Level	Pay attention to the validity of support from the 5-day/10-day moving average
Resistance Level	Breaking the previous high may open up upward space
Stop-Loss Level	Be cautious if the price breaks below the 5-day moving average

It should be noted that real-time market data obtained from the Jinling Analysis Database failed to display successfully[0]. It is recommended to confirm the latest stock price through other channels. After the current 20% limit-up, the short-term price increase is relatively large, and investors need to guard against the risk of being trapped by chasing the rally.

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The major asset restructuring still needs to be approved by regulatory authorities, and there is a risk of rejection or condition adjustment. The Shenzhen Stock Exchange’s review inquiry letter has been replied to, but the final review result is still uncertain. Investors should closely follow the subsequent review progress.

After the 20% limit-up, the short-term price increase is relatively large, and there is technical pressure for a pullback. Historical experience shows that rapid rises driven by concept speculation are often accompanied by high volatility, and investors should not chase the rally.

Main force capital showed a net outflow state previously[1], and capital sustainability needs to be monitored. If capital fails to flow in continuously in subsequent trading days, the stock price may face adjustment pressure.

The popularity of the commercial aerospace sector is greatly affected by market sentiment. If the sector pulls back as a whole, Hailanxin may be affected accordingly. Investors should closely monitor changes in sector sentiment.

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⭐⭐⭐⭐

• The commercial aerospace sector is highly popular, and the sector effect is expected to continue
• The positive news of the groundbreaking of the maritime rocket recovery base is still fermenting, with high market attention
• The advancement of restructuring matters forms fundamental support

⭐⭐⭐

• The restructuring review result will directly affect the stock price trend
• Policy support for the commercial aerospace industry continues
• Need to pay attention to volatility risks brought by sector rotation
• The annual report disclosure period is approaching, and fundamental factors will receive more attention

Hailanxin’s limit-up today is mainly driven by dual positive factors of

the surge in the commercial aerospace sector

and

the maritime rocket recovery project

. If the company’s major asset restructuring is successfully completed, its competitiveness and market position will be significantly enhanced.

For different types of investors, it is recommended to adopt differentiated strategies:

• Short-Term Investors
  : Can participate with a light position and set a stop-loss level (it is recommended to exit if the price breaks below the 5-day moving average)
• Mid-Term Investors
  : It is recommended to wait for the restructuring results to be finalized before making allocation decisions
• Investors with Lower Risk Appetite
  : Given the large short-term price increase, chasing the rally is not recommended; can wait for a pullback to accumulate positions at a low price

This analysis is for reference only and does not constitute investment advice. Stock investment involves risks, and caution is required when entering the market.

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Dimension	Key Information
Drivers	Surge in commercial aerospace sector, winning bid for maritime rocket recovery project, major asset restructuring
Limit-Up Status	20% limit-up, approximately RMB 18.87
Capital Status	Main force capital had a net outflow previously; need to monitor sustainability
Restructuring Progress	Replied to review inquiry letter, waiting for final review result
Short-Term Risk	Large short-term price increase; guard against being trapped by chasing the rally
Mid-Term Focus	Restructuring review result, policy dynamics of commercial aerospace

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[0] Jinling Analysis Database - Real-Time Market Data

[1] CNfol.com - Flash News of Hailanxin Hitting Limit-Up (January 8, 2026)
https://sc.stock.cnfol.com/gushiyaowen/20260108/31925677.shtml

[2] Securities Times - Commercial Aerospace Concept Rises 3.56%
https://www.stcn.com/article/detail/3579493.html

[3] Securities Times/CLS - Commercial Aerospace Continues to Surge, Hailanxin Hits 20% Limit-Up
https://www.cls.cn/detail/2251862

[4] The Paper - From “Stars and Sea” to “Performance Realization”
https://m.thepaper.cn/newsDetail_forward_32327030

[5] Sina Finance - Hailanxin Company Announcements
http://money.finance.sina.com.cn/corp/go.php/vCB_AllBulletin/stockid/300065.phtml