大飞机概念21日盘中强势拉升，截至发稿，通易航天涨超16%，博云新材（002297）、国睿科技 （600562）、润贝航科（001316）、航发科技（600391）等涨停，航亚科技、爱乐达（300696）涨约 9%。 消息面上，近日，中国与越南和马来西亚分别发布了两份联合声明，其中都提到了"引进和运营中国商 用飞机"。其中，中马联合声明中提及双方将加强各方面合作，支持马来西亚的航空公司引进和运营中 国商用飞机。另外，据报道，4月16日，越南政府签发有关民用航空领域的第89号议定，在进口飞机合 格证签发机构纳入中国民用航空局。 方正证券指出，目前我国的C909飞机已经出海多个东南亚国家，如老挝、印尼等；C919也在加速海外 认证。由于原供应商波音和空中巴士交付飞机的延误，目前亚洲范围内受到"飞机荒"困扰的不只是越 南，还有印度和东盟等快速增长的新兴客运市场，这些国家或也在考虑引入第三家飞机供应商，因此我 们判断国产大飞机未来在东南亚的潜在市场较大。 民机制造业对于国家具有深远的战略意义，它直接关联到国民经济增长、就业机会和技术进步。该产业 不仅能够显著拉动经济增长，还能带动大量就业，并且对科技发展起到巨大的推动 ...

军工装备板块短线拉升，通易航天涨超10%，爱乐达（300696）、晟楠科技、利君股份（002651）、博 云新材（002297）、航新科技（300424）等跟涨。 暗盘资金一眼洞悉庄家意图>> ...

Market Overview - The A-share market saw a collective rise in major indices on April 9, with the Shanghai Composite Index closing at 3186.81 points, up 1.31%, the Shenzhen Component Index at 9539.89 points, up 1.22%, and the ChiNext Index at 1858.36 points, up 0.98% [1][2] Sector Performance - Military stocks experienced a surge, with several stocks hitting the daily limit, including Tongyi Aerospace and Shengnan Technology, both up nearly 30% [4][5] - Duty-free store concept stocks also saw significant activity in the afternoon, with companies like Gree Real Estate and Zhongxin Tourism reaching their daily limits [6] - The semiconductor sector, low-altitude economy, deep-sea technology, computing power, AI applications, robotics, e-commerce, and consumer electronics were among the top gainers [1][4] Capital Flow - Main capital inflows were observed in the electronics, computer, and national defense sectors, while outflows were noted in pharmaceuticals, public utilities, and basic chemicals [7] - Specific stocks such as China Great Wall, Hang Steel, and Beidahuang saw net inflows of 21.27 billion, 19.28 billion, and 15.64 billion respectively [7] Institutional Insights - Zhongtai Securities indicated that the market has quickly priced in risks from irrational declines, suggesting limited potential for further significant downturns [9] - CITIC Securities noted an overall oversupply in the semiconductor sector but highlighted the resilience of leading companies [10]

4月9日，军工板块掀起涨停潮。数据显示，截至午间收盘，军工板块有超20只个股涨停。其中南通通易 航天科技（000901）股份有限公司（简称"通易航天"，证券代码：871642）9：34即30cm涨停，西安晨 曦航空（300581）科技股份有限公司（简称"晨曦航空"，证券代码：300581）、北方长龙（301357）新 材料技术股份有限公司（简称"北方长龙"，证券代码：301357）、中国船舶重工集团应急预警与救援装 备股份有限公司（简称"中船应急（300527）"，证券代码：300527）等多只个股20cm涨停。此外，截 至午间收盘，军工ETF上涨4.65%，盘中最高涨5.92%。 "军工企业市值管理成为近年来企业重点工作，也促使军工板块走强。"上海济懋资产管理有限公司合伙 人丁炳中在接受《证券日报》记者采访时也认为，未来军工板块关注的重点领域主要集中在资产证券 化，军品采购集中放量和军品的国产替代的投资机会。 万联证券股份有限公司投资顾问屈放在接受《证券日报》记者采访时表示，未来几年仍然是军工资产证 券化的重点发展阶段。同时，军工材料，军工元器件等环节近年来有质的提升，有望改善军工行业整体 资产收益率。 浙 ...

军工装备板块短线拉升，炼石航空（000697）、通易航天涨停，晟楠科技涨超10%，中船应急 （300527）、北方长龙（301357）、中兵红箭（000519）、新余国科（300722）、中航成飞（302132） 等跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

Financial Performance - The company reported a revenue of CNY 167,207,946.36 for the reporting period, a decrease of 11.27% compared to CNY 188,450,534.81 in the same period last year[4] - The total profit for the period was CNY -2,964,350.83, representing a decline of 121.89% from CNY 13,539,925.26 year-on-year[4] - The net profit attributable to shareholders was CNY -1,540,920.83, down 109.44% from CNY 16,328,473.94 in the previous year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was CNY -17,146,009.31, a decrease of 443.52% compared to CNY 4,991,287.78 last year[4] - Basic earnings per share were CNY -0.01, reflecting a change of -106.25% from CNY 0.16 in the previous year[4] Assets and Equity - Total assets at the end of the reporting period were CNY 472,157,433.05, down 3.74% from CNY 490,511,180.67 at the beginning of the period[4] - Shareholders' equity attributable to the company was CNY 249,675,638.28, a decrease of 0.37% from CNY 250,608,357.17[4] Sales and Market Conditions - The decline in performance was primarily due to a significant drop in sales volume of rubber products and related equipment, influenced by fluctuations in downstream demand[6] - The company experienced a decrease in overall gross margin due to lower sales of high-margin products compared to the previous year[6] Investment Activities - The company disposed of part of its stake in Niren Technology (Shanghai) Co., Ltd. for CNY 20 million, resulting in substantial investment income[6]

[Current Period Earnings Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company forecasts a shift from profit to loss for fiscal year 2024, with a significant year-over-year decline in net profit [Earnings Forecast Period](index=1&type=section&id=%28%E4%B8%80%29%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%9C%9F%E9%97%B4) The financial data in this earnings forecast covers the full 2024 fiscal year from January 1 to December 31 - The earnings forecast covers the period from January 1, 2024, to December 31, 2024[3](index=3&type=chunk) [Earnings Forecast Details](index=1&type=section&id=%28%E4%BA%8C%29%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company projects a net loss attributable to shareholders of RMB 1.5 to 3.0 million, a sharp decline from the prior year's profit Performance Forecast | Item | This Reporting Period (RMB million) | Same Period Last Year (RMB million) | Change (%) | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | -3.0 to -1.5 | 16.33 | -118.37% to -109.19% | [Main Reasons for Significant Performance Changes](index=1&type=section&id=%E4%BA%8C%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%87%8D%E5%A4%A7%E5%8F%98%E5%8C%96%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The performance decline is attributed to decreased sales from demand shifts, a lower overall gross margin, and increased bad debt provisions - **Sales volume and revenue of rubber products and supporting equipment declined significantly** due to fluctuations in downstream demand[6](index=6&type=chunk)[7](index=7&type=chunk) - Changes in the product sales mix, with **reduced sales of high-margin products**, led to a decrease in the overall gross margin[7](index=7&type=chunk) - The company **increased its provision for bad debts** on accounts receivable due to uncollected payments for certain product sales[7](index=7&type=chunk) [Risk Warning](index=2&type=section&id=%E4%B8%89%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company states that this earnings forecast is preliminary and unaudited, with final data to be disclosed in the annual report - The data in this earnings forecast is a **preliminary estimate by the finance department and has not been audited** by an accounting firm[2](index=2&type=chunk)[8](index=8&type=chunk) - Final financial data will be based on the company's **2024 Annual Report**, and investors are advised to be aware of investment risks[8](index=8&type=chunk)

证券代码：871642 证券简称：通易航天 公告编号：2024-070 南通通易航天科技股份有限公司 出售资产进展的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、出售资产基本情况 2024 年 12 月 6 日，南通通易航天科技股份有限公司（以下简称"公司"）召 开第六届董事会第三次会议，审议通过了《关于出售尼伦科技（上海）有限公司 部分股权的议案》，基于公司经营发展的需要，公司与浙江省创业投资集团有限公 司（以下简称"浙江创投"）协商约定，公司拟向浙江创投或其管理的投资平台转 让尼伦科技（上海）有限公司（以下简称"尼伦科技"或"标的公司"）2.2236% 股权，对应注册资本 240.6739 万元，参考评估值定价，交易总金额为 2,000 万元。 上述出售资产的具体内容详见公司 2024 年 12 月 6 日在北京证券交易所信息 披露平台（www.bse.cn）披露的《出售资产的公告》（公告编号：2024-067）。 二、进展情况 2024 年 12 月 20 日，公司与浙江省创业投资集团 ...

南通通易航天科技股份有限公司 上海市锦天城律师事务所 关于 2024 年第二次临时股东大会的 法律意见书 二〇二四年十二月 地址：上海市浦东新区银城中路 501 号上海中心大厦 11/12 层 电话：021-2051000 传真：021-2051999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于南通通易航天科技股份有限公司 2024 年第二次临时股东大会的 法律意见书 致：南通通易航天科技股份有限公司 上海市锦天城律师事务所（以下简称本所）接受南通通易航天科技股份有限 公司（以下简称公司）的委托，根据《中华人民共和国证券法》（以下简称《证 券法》）《中华人民共和国公司法》（以下简称《公司法》）《上市公司股东大会规 则》（以下简称《股东大会规则》）《北京证券交易所股票上市规则（试行）》（以 下简称《上市规则》）等中华人民共和国现行有效的法律、行政法规、规章和规 范性文件和现行有效的公司章程等有关规定，指派律师现场出席了公司于 2024 年 12 月 23 日召开的 2024 年第二次临时股东大会（以下简称本次股东大会），并 就本次股东大会相关事项出具本法律意见书。 为出 ...

南通通易航天科技股份有限公司 证券代码：871642 证券简称：通易航天 公告编号：2024-071 2024 年第二次临时股东大会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2024 年 12 月 23 日 2.会议召开地点：上海市闵行区元江路 525 号 3 号楼 108 室 3.会议召开方式：：现场投票和网络投票相结合 4.会议召集人：董事会 5.会议主持人：张欣戎 6.召开情况合法、合规、合章程性说明： 二、议案审议情况 本次股东大会的召开时间、地点、表决议案与本次股东大会通知发布的召开 时间、地点、议案相符，本次股东大会的召集和召开程序符合有关法律、法规和 股份公司章程规定。 （二）会议出席情况 出席和授权出席本次股东大会的股东共 2 人，持有表决权的股份总数 48,504,120 股，占公司有表决权股份总数的 47.13%。 其中通过网络投票参与本次股东大会的股东共 0 人，持有表决权的股份总数 0 股，占公司有表决 ...