证券代码：600343 股票简称：航天动力 编号：临 2026-002 陕西航天动力高科技股份有限公司 关于中小投资者诉讼的进展公告 ●涉案的金额：95 名投资者案件收到法院一审判决，赔付金额 1608.18 万元， 准许 146 名投资者撤诉（含按撤诉处理）。 ●对上市公司的影响：截至本公告披露日，涉诉案件判决涉及赔偿金额已计提 预计负债。 陕西航天动力高科技股份有限公司（以下简称公司）于近日收到陕西省西安市 中级人民法院发来《民事判决书》《民事裁定书》等资料，涉及 95 名投资者诉讼 案件收到法院一审判决，金额 1608.18 万元（含诉讼费等相关费用），准许 146 名 投资者撤诉（含按撤诉处理）。具体情况如下： 一、本次诉讼的基本情况 （一）本次一审判决情况 诉讼各方当事人： 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： ●案件所处的诉讼阶段：95 名投资者案件一审判决、146 名投资者已撤诉。 ●上市公司所处的当事人地位：被告。 原告：241 名投资者 被告：陕西航天动力高科技股份有限公司 判决情况 ...

Core Viewpoint - The stock of Shaanxi Aerospace Power High-Tech Co., Ltd. has experienced a significant abnormal fluctuation, with a cumulative increase of 200% over 30 trading days, indicating potential irrational speculation and risks of a rapid price drop [2][4]. Group 1: Stock Performance - The company's stock price increased by 200.80% from November 20, 2025, to December 31, 2025, which is significantly higher than the industry average and the Shanghai Composite Index [2][10]. - The stock's price deviation from its fundamentals suggests a market sentiment that may be overheated, leading to risks of a quick price correction [2][10]. Group 2: Financial Performance - For the first three quarters of 2025, the company reported a revenue of 509.51 million yuan, a decrease of 14.19% compared to the same period last year [2][11]. - The net profit attributable to shareholders was -109.25 million yuan, indicating a deeper loss compared to the previous year, with a basic earnings per share of -0.17 yuan [2][11]. Group 3: Business Operations - The company does not engage in commercial aerospace activities and has no investments in commercial aerospace assets, with its revenue from processing rocket engine components accounting for less than 2% of total revenue, which is currently in a loss state [2][7]. - The primary business involves the research, production, and sales of pumps and pump systems, as well as hydraulic transmission systems, primarily serving the civil sectors in energy, chemicals, water conservancy, and transportation [2][9]. Group 4: Disclosure and Compliance - As of the announcement date, the company, its controlling shareholders, and actual controllers have no undisclosed matters that should be disclosed [3][6]. - The board of directors confirms that there are no undisclosed significant matters or plans that could impact the company's stock price [12].

根据国家航天局消息，2025年，中国航天全年发射次数达到92次，创历史新高。 上市公司贡献重要力量 2026年高频发射将延续 "展望2026年，高频发射将延续，火箭回收将进入密集攻坚阶段，民营航天企业有望加速发展。"张思远 表示。 在2025年底，资本市场为商业航天企业敞开了大门。2025年12月26日，上海证券交易所正式发布《上海 证券交易所发行上市审核规则适用指引第9号——商业火箭企业适用科创板第五套上市标准》，支持尚 未形成一定收入规模的优质商业火箭企业在科创板发行上市。12月31日，蓝箭航天空间科技股份有限公 司科创板IPO申请正式获受理。 航天发射的高可靠性要求，决定产业链各环节企业必须具备硬核技术实力。上下游上市公司凭借深厚的 技术积淀与规模化生产能力，成为推动航天产业高质量发展的核心力量。众和昆仑(北京)资产管理有限 公司董事长柏文喜向《证券日报》记者表示："2025年，航天发射的亮眼成绩，离不开国企平台与民营 企业共同建构的产业生态，推动产业规模化发展。" 一方面，国有企业充分发挥引领作用。例如：航天科技（000901）控股集团股份有限公司自主研发的加 速度传感器以其精度高、可靠性高、体积小、 ...

Core Insights - The concept of "deep space economy" is emerging as a new economic model, with its framework first proposed in 2025, marking a transition from technical exploration to economic empowerment in China's deep space exploration [1] - The deep space economy encompasses ten industry directions, including resource development, internet, energy, transportation, and tourism, with a projected global scale reaching trillions of dollars by 2040 [1] Company Summaries - **China Satellite**: Focuses on satellite manufacturing and applications, benefiting from the demand for low-orbit satellite constellations. Despite a decline in net profit in the first three quarters of 2025, revenue growth indicates strong market expansion capabilities [4][6] - **China Satcom**: Operates satellite communication services and is a key player in deep space communication and navigation. The demand for satellite communication is expected to grow with the advancement of the deep space economy [5][6] - **Huali Chuangtong**: Engages in satellite applications and radar communication, with technology applicable to deep space exploration. The company is well-positioned to benefit from the rapid development of both low and deep space economies [7] - **Haige Communication**: Specializes in wireless communication and navigation, providing essential support for deep space exploration. The company has developed a comprehensive network integrating various technologies to support the deep space economy [8] - **Zhongke Xingtu**: Provides software and data services for special fields, with a focus on deep space intelligence and internet. The company has a leading position in several areas of the deep space economy [9][10] - **Sanwei Communication**: Operates in internet services and satellite communication, enhancing its market position through acquisitions. The company is expected to gain market share as demand for satellite communication increases [11] - **Shanghai Huguang**: Involved in welding and cutting equipment, with a subsidiary focusing on commercial satellite assembly. The company is poised to benefit from the rapid growth of the commercial space market [12] - **CITIC Haizhi**: Provides general aviation services and aims to expand into deep space tourism and transportation. The company has a first-mover advantage in the emerging deep space tourism market [14] - **Aerospace Zhizhuang**: Focuses on intelligent simulation testing and micro-system control technologies, supporting autonomous decision-making for deep space exploration. The company holds a leading position in core satellite components [15] - **Aerospace Power**: Specializes in the development of liquid rocket engines, playing a crucial role in deep space transportation. The company has advanced technology and production capabilities to support deep space exploration activities [16]

Group 1 - Aerospace Power's main business does not involve commercial aerospace, nor does it have any commercial aerospace-related assets for external investment [1] - Daye Co., Ltd.'s robotic tendon products are still in the exploratory testing phase and have not yet achieved mass production [1] Group 2 - Zhongyan Chemical plans to invest 83.9692 million yuan to expand its production capacity to 10,000 tons of metallic sodium and 15,500 tons of liquid nitrogen annually [1] - Huakang Clean has won the bid for the construction of the laboratory process project (Phase I, first opening area) in Dalian Yinggeshi Science City [1] Group 3 - Lixun Precision intends to repurchase shares worth between 1 billion to 2 billion yuan [1] - Green Island Wind's actual controller's concerted actors plan to reduce their holdings by no more than 1% of shares [1] Group 4 - Guangku Technology expects a year-on-year net profit increase of 152.00% to 172.00% in 2025 [1] - Zhaoli Technology is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [1]

Group 1: Company Announcements - Zhongwei Company plans to acquire 64.69% equity of Hangzhou Zhonggui through a combination of share issuance and cash payment, aiming to enhance its capabilities in CMP equipment and solutions [1] - Lixun Precision intends to repurchase shares worth between 1 billion to 2 billion RMB for employee stock ownership plans or equity incentives, with a maximum repurchase price of 86.96 RMB per share [2] - ZaiJing Pharmaceutical has reached a global strategic cooperation and licensing agreement with AbbVie for the development and commercialization of ZG006, receiving an upfront payment of 100 million USD [3] - Tianci Materials expects a net profit increase of 127% to 231% for 2025, driven by significant growth in lithium-ion battery material sales [4] - Meike Home plans to acquire 100% equity of Shenzhen Wande Technology through share issuance and cash payment, with stock resuming trading on January 5, 2026 [6][7] - ST KeliDa is planning a change in control, with stock suspension starting January 5, 2026, due to the transfer of 100% equity of its controlling shareholder [8] - Xinzhou Bang intends to invest approximately 260 million USD in a lithium-ion battery materials project in Saudi Arabia, enhancing its global capacity and supply chain [9] Group 2: Financial Performance - Kid's King anticipates a net profit increase of 51.72% to 82.06% for 2025 [9] - Guangku Technology expects a net profit growth of 152% to 172% for 2025 [9] Group 3: Mergers and Acquisitions - Xidi Micro plans to acquire 100% equity of Chengxin Micro for 310 million RMB [9] - Haili Biological's subsidiary intends to acquire 51% equity of seven dental chain companies for 61.2 million RMB [9]

Group 1: Company Announcements - Aerospace Power's main business does not involve commercial aerospace and has no investments in commercial aerospace assets, with revenue from related activities accounting for less than 2% and currently in a loss state [2] - Xidi Micro plans to acquire 100% of Chengxin Micro for 310 million yuan, with the target company's projected revenue for 2024 at 197 million yuan and net profit at approximately 21.71 million yuan [4] - ST Yishite applied to revoke the other risk warning on its stock, confirming no other risk warning conditions exist after a 12-month period following an administrative penalty [3] Group 2: Sales and Performance - Dong'an Power reported December engine sales of 42,392 units, a year-on-year increase of 3.16%, with total annual engine sales reaching 432,900 units, up 19.07% [5] - Tianqi Materials expects a net profit for 2025 between 1.1 billion to 1.6 billion yuan, representing a year-on-year growth of 127.31% to 230.63% due to increased demand in the new energy vehicle market [11] - Guangku Technology anticipates a net profit for 2025 between 169 million to 182 million yuan, reflecting a year-on-year increase of 152.00% to 172.00% driven by revenue growth and cost control [11] Group 3: Stock Buybacks - Luxshare Precision plans to repurchase shares worth 1 billion to 2 billion yuan at a price not exceeding 86.96 yuan per share, aiming to buy back between 11.5 million to 22.99 million shares [6] - Jiazhe New Energy intends to repurchase shares for 220 million to 440 million yuan, with all repurchased shares to be canceled [7] - Dagang Holdings plans to repurchase shares for 20 million to 40 million yuan at a price not exceeding 10 yuan per share [8] Group 4: Delisting and Stock Trading - Guandao Tui's stock will be delisted and removed from trading on January 5, 2026, after completing the delisting adjustment period [9][10]

登录新浪财经APP 搜索【信披】查看更多考评等级 新宙邦(300037.SZ)：拟投资建设中东新宙邦锂离子电池材料项目 中远海特(600428.SH)：拟投资建造4艘4万吨级多用途重吊船 | | | 12月31日里安公台精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 航天动力 | 主营业务不涉及商业航天,亦无商业航天类资产对外投资 | | | 大业股份 | 机器人避绳产品总体尚处于探索试验阶段,目前未实现批量生产 | | 签约项目 | 中盐化工 | 拟投资8396.92万元建设年产1万吨金属钠、副产1.55万吨液氯扩建项目 | | 合同中标 | 华康浩净 | 中标大连英歌石科学城实验室工艺项目(一期首开区)二标段施工 | | 股权转让 | 布狄做 | 拟以3.1亿元收购诚芯微100%股份 | | 回购 | 立讯精密 | 拟10亿元-20亿元回购股份 | | 增减持 | 绿岛风 | 实际控制人的一致行动人拟减持不超过1%股份 | | 其他 | 光库科技 | 2025年净利润同比预增152.00%~172.00% | | | 宙力特 | 涉嫌信息披露违法违规被 ...

证券简称：航天动力 证券代码：600343 编号：临 2026-001 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： ●严重异常波动风险：陕西航天动力高科技股份有限公司（以下简称公司） 股票交易连续 30 个交易日内收盘价格涨幅偏离值累计达到 200%，属于《上海证 券交易所交易规则》规定的股票交易严重异常波动情形。 ●风险提示：公司股价短期上涨幅度较大，存在非理性炒作及股价短期快速 回落风险。2025 年 12 月 31 日收盘价格较 2025 年 11 月 20 日收盘价格累计涨幅 达 200.80%。公司股价累计涨幅偏离基本面，存在市场情绪过热、非理性炒作风 险，存在股价短期快速回落风险。 ●公司 2025 年前三季度实现营业收入 50,950.84 万元，比上年同期减少 14.19%，归属于上市公司股东的净利润-10,925.25 万元，比上年同期亏损加深， 基本每股收益-0.17 元/股。 ●公司主营业务不涉及商业航天，亦无商业航天类资产对外投资，仅配合加 工火箭发动机零部件，营收占比不足2%，该业 ...

Summary of Key Points Core Viewpoint - On December 31, a total of 39 stocks were involved with institutional investors, with 19 showing net buying and 20 showing net selling. Institutional Buying - The top three stocks with the highest net buying by institutions were: - Wanxiang Qianchao: Net buying amount of 288.5 million yuan, with a price increase of 9.62% [1][2] - Yuyin Co., Ltd.: Net buying amount of 167.1 million yuan, with a price increase of 10.06% [1][2] - Tianqi Co., Ltd.: Net buying amount of 112.5 million yuan, with a price decrease of 3.46% [1][2] Institutional Selling - The top three stocks with the highest net selling by institutions were: - Aerospace Power: Net selling amount of 1.1 billion yuan, with a price increase of 0.45% [1][4] - Aerospace Development: Net selling amount of 318.4 million yuan, with a price increase of 10.00% [1][4] - Shunhao Co., Ltd.: Net selling amount of 83.8 million yuan, with a price increase of 10.02% [1][4]