Group 1 - The core viewpoint of the news highlights a strong surge in the large aircraft sector, driven by recent joint statements from China with Vietnam and Malaysia regarding the introduction and operation of Chinese commercial aircraft [1] - The C909 aircraft has already been exported to several Southeast Asian countries, and the C919 is accelerating its overseas certification process, indicating a growing potential market for domestic large aircraft in Southeast Asia [1][2] - The current aircraft supply shortage in Asia, exacerbated by delays from Boeing and Airbus, is prompting countries like Vietnam, India, and other ASEAN nations to consider introducing a third aircraft supplier, which could benefit Chinese manufacturers [1] Group 2 - The civil aircraft manufacturing industry holds significant strategic importance for the nation, directly impacting economic growth, job creation, and technological advancement [2] - The industry is characterized by high R&D costs, funding barriers, and global competition, leading to a duopoly dominated by Boeing and Airbus, making entry for new companies extremely challenging [2] - The development level of the large aircraft industry is a key indicator of a country's technological and industrial strength, as well as its international competitiveness [2] Group 3 - The large aircraft industry chain encompasses multiple critical segments from raw materials to complete aircraft, with airframe manufacturing representing one-third of the industry's value, primarily led by domestic aerospace companies [3] - The C919 aircraft utilizes the LEAP-1C engine, and while currently relying on foreign components, the development of the domestic engine Changjiang 1000A indicates a trend towards greater self-sufficiency [3] - Domestic companies contribute significantly to the supply chain in areas such as castings, standard parts, and electronic components, with key material suppliers like China Aluminum and Baosteel providing essential materials for aircraft production [3]

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 ...