智通财经APP讯，航天机电(600151.SH)发布股价异动公告称，公司主要经营汽车热系统产业和光伏产 业两大产业。目前公司主营业务不涉及商业航天。敬请广大投资者注意投资风险。经公司自查，并书面 询证控股股东上海航天技术研究院及向实际控制人中国航天科技集团有限公司核实，截至目前，不存在 对公司应披露而未披露的重大信息，包括但不限于重大资产重组、发行股份、上市公司收购、债务重 组、业务重组、资产剥离和资产注入等重大事项。 ...

证券代码：600151 证券简称：航天机电 编号：2025-043 上海航天汽车机电股份有限公司 股票交易异常波动公告 重要内容提示： ●上海航天汽车机电股份有限公司（以下简称"公司"、"本公司"）股票于 2025 年 12 月 3 日、12 月 4 日连续两个交易日内收盘价格涨幅偏离值累计超过 20%， 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。2025 年 11 月 28 日、12 月 1 日、12 月 2 日、12 月 3 日、12 月 4 日，公司股票换手 率分别为 5.40%、11.70%、12.71%、17.45%、6.21%，五个交易日累计涨幅达 46.85%。 ●经公司自查，并书面询证控股股东及向实际控制人核实，截至目前，不存 在对公司应披露而未披露的重大信息。 ●风险提示：公司目前主要经营汽车热系统产业和光伏产业两大产业。2024 年度公司实现营业收入53.49亿元，合并利润总额亏损6,373.32万元。公司2025 年前三季度实现营业收入26.52亿元元，较上年同期减少36.10%，归属于上市公 司股东的净利润-2.47亿元，较上年同期亏损加大，基本每股收益-0. ...

回 函 上海航天汽车机电股份有限公司: 二、你公司本次股票异常波动期间,实际控制人中国航 天科技集团有限公司不存在买卖你公司股票的行为。 你公司关于股票交易异常波动问询的函已收悉,经我单 位情况核实,现回复如下: 上海航天汽车机电股份有限公司: 你公司关于股票交易异常波动问询的函已收悉,经我单 位向航天机电实际控制人中国航天科技集团有限公司核实 情况,现回复如下: 一、除你公司已公开披露的信息外,实际控制人中国航 天科技集团有限公司不存在应披露而未披露的重大信息,包 括但不限于与你公司有关的重大资产重组、发行股份、上市 公司收购、债务重组、业务重组、资产剥离和资产注入等重 大事项; 二、你公司本次股票异常波动期间,我单位不存在买卖 你公司股票的行为。 一、除你公司已公开披露的信息外,我单位不存在应披 露而未披露的重大信息,包括但不限于与你公司有关的重大 资产重组、发行股份、上市公司收购、债务重组、业务重组、 资产剥离和资产注入等重大事项; 特此回函。 th 特此函告。 月四日 回 函 ...

Core Viewpoint - The company, Aerospace Electromechanical (600151.SH), is primarily engaged in the automotive thermal systems and photovoltaic industries, reporting significant revenue decline and increased losses in recent financial periods [1] Financial Performance - In the fiscal year 2024, the company achieved a revenue of 5.349 billion yuan, with a consolidated profit loss of 63.7332 million yuan [1] - For the first three quarters of 2025, the company reported a revenue of 2.652 billion yuan, a decrease of 36.10% compared to the same period last year [1] - The net profit attributable to shareholders for the same period was -247 million yuan, indicating a worsening loss compared to the previous year [1] - The basic earnings per share stood at -0.1721 yuan [1] Business Focus - Currently, the company's main business does not involve commercial aerospace [1] Market Dynamics - The stock's trading and valuation are influenced by various factors, leading to significant volatility in price movements [1]

Core Viewpoint - The company has experienced significant stock price volatility, with a cumulative increase of 46.85% over five trading days, leading to a warning about abnormal fluctuations in stock prices [1] Financial Performance - In 2024, the company reported revenue of 5.349 billion yuan, with a total profit loss of 63.73 million yuan [1] - For the first three quarters of 2025, the company generated revenue of 2.652 billion yuan, representing a year-on-year decline of 36.10%, and a net profit loss of 247 million yuan, indicating an increase in losses [1] Business Operations - The company's main business does not involve commercial aerospace activities, and after self-examination and verification, it confirmed that there are no undisclosed significant information [1] - The company has highlighted risks related to stock trading, insufficient orders, and inadequate operational funds for photovoltaic power plants [1]

Market Overview - The market experienced a rebound after a dip, with the ChiNext Index rising over 1%. Notable gains were seen in the robotics sector, with stocks like Dayfa Precision and Julun Intelligent hitting the daily limit. The commercial aerospace sector remained active, with companies like China Satellite and Aerospace Machinery also reaching their limits. However, the consumer sector declined, with companies like Tongqinglou hitting the limit down. Overall, nearly 3,900 stocks in the Shanghai and Shenzhen markets were in the red, with a total transaction volume of 1.56 trillion [1]. Key Highlights Robotics Sector - The robotics sector saw significant gains, with companies like Ruineng Technology and Junya Technology hitting the daily limit. The sector's strength was bolstered by reports of U.S. Commerce Secretary Raimondo's meetings with robotics CEOs, indicating strong governmental support for the industry. This follows a trend where robotics is becoming a key competitive area globally, similar to artificial intelligence. Overnight, U.S. stocks in the robotics sector surged, with iRobot up nearly 74% and Tesla rising about 4.1% [4][5]. - Goldman Sachs noted that the U.S. needs substantial investment to catch up in the robotics sector, with financing expected to reach $2.3 billion by 2025, doubling from the previous year. The global humanoid robot market is projected to reach $38 billion by 2035 [6]. - Citibank highlighted that leading manufacturers are accelerating production, predicting a significant increase in global humanoid robot capacity by 2026, with Chinese supply chain companies expected to see their revenues more than double [6]. Aerospace Sector - The aerospace sector continued its strong performance, with Aerospace Machinery hitting the limit up for the second consecutive day. Other companies like Sichuan Jinding and Dongzhu Ecology also reached their limits. Notably, the successful launch of the Zhuque-3 rocket marked a significant milestone in commercial aerospace [7][8]. - OpenAI's founder has expressed interest in building data centers in space, indicating a potential collaboration with a rocket company. This aligns with the growing trend of tech giants exploring space as a new frontier for data processing [7][9]. Domestic Chip Sector - The domestic chip sector showed positive performance, with stocks like Xinjing Road and Lianmei Holdings hitting the daily limit. The upcoming listing of Moore Threads on the Shanghai Stock Exchange is anticipated to further boost the sector [10][11]. Other Notable Trends - The Fujian Free Trade Zone and consumer sectors showed localized activity, while sectors like AI mobile and aquaculture faced declines [12].

（文章来源：21世纪经济报道） 消息面上，12月3日，蓝箭航天公司朱雀三号运载火箭在酒泉成功发射，尽管一级火箭垂直回收任务未 能成功，但将有效载荷送入预定轨道已经是中国商业航天向可复用时代迈出关键一步，也是国内民营航 天企业在可重复使用火箭领域迈出的重要一步。 12月4日，市场探底回升，创业板指涨超1%。从板块来看，商业航天概念延续强势，航天机电5天3板， 海昌新材与华伍股份均20CM涨停，中国卫星、达华智能、四川金顶、和而泰涨停，飞沃科技、招标股 份、航天环宇涨超10%。 ...

Group 1 - The commercial aerospace sector experienced significant gains in the afternoon trading session, with stocks such as China Satellite (600118), Aerospace Machinery (600151), and Dahua Intelligent (002512) reaching their daily limit up [1] - Feiwo Technology (301232), Aerospace Huanyu, and Zhaobiao Co. (301136) saw their stock prices increase by over 10% [1]

Core Viewpoint - The A-share market showed significant activity with 31 stocks hitting the daily limit up and 7 stocks hitting the limit down, indicating a volatile trading environment on December 4th [1] Group 1: Stock Performance - Aerospace-related stocks were notably active, with Aerospace Machinery achieving three limit ups in five days [1] - The reducer concept stocks strengthened, with Jiu Lun Intelligent and Ri Fa Precision both hitting the limit up [1] - The Moore Thread concept saw gains, with Lian Mei Holdings and Chu Ling Information also reaching the limit up [1] Group 2: Continuous Limit Up Stocks - Hai Wang Biological achieved seven consecutive limit ups [1] - Rui Neng Technology recorded five limit ups in six days [1] - Gao Le Co., Ltd. had four consecutive limit ups, while Tai Yang Cable and An Ji Food both achieved three consecutive limit ups [1] Group 3: Limit Down Stocks - ST Yuan Zhi faced three consecutive limit downs [1] - *ST Zheng Ping experienced two consecutive limit downs [1] - Other stocks such as *ST Ao Wei and *ST Jian Yi also hit the limit down [1]

Group 1 - Aerospace Electric experienced a direct limit-up in stock price [1] - Aerospace Changfeng is approaching a limit-up in stock price [1] - Aerospace Huanyu saw an increase of over 10% in stock price [1] Group 2 - Zhaobiao Co., Aerospace Software, and Tongyu Communication all increased by over 5% in stock price [1]