Core Insights - The aerospace ETF Tianhong (159241) has seen significant trading activity, with a turnover of 14.57% and a transaction volume of 67.25 million yuan as of October 30, 2025, indicating a vibrant market engagement [3] - The fund has attracted substantial capital inflow, with a net subscription of 13 million shares and a total net inflow of 15.27 million yuan on the same day, reflecting strong investor interest [4] - Over the past five trading days, the fund has recorded net inflows on four occasions, totaling 17.53 million yuan, showcasing a consistent demand for aerospace-related investments [4] Company Performance - AVIC Aircraft's third-quarter net profit reached 348 million yuan, marking a year-on-year increase of 16.06%. The company's revenue for the same period was 5.594 billion yuan, up 9.92% year-on-year, indicating robust growth in both revenue and profit [5] - The company's net profit excluding non-recurring gains surged by 51.91% year-on-year to 327 million yuan, highlighting an improvement in core profitability [5] Industry Developments - The successful maiden flight of the large-load, long-endurance T1400 vertical unmanned helicopter by the United Aircraft Group on October 30, 2025, signifies a breakthrough in technology and the potential to reshape the global low-altitude industry [5] - China Galaxy Securities emphasizes the strong demand for military equipment driven by increasing military budgets, with expectations for active procurement in the upcoming quarters, particularly as the 2027 centenary of the military approaches [5] - The military industry is anticipated to benefit from enhanced asset securitization and improved management capabilities, which could lead to a more efficient and collaborative industrial chain [5]

Group 1: Guizhou Moutai - Guizhou Moutai reported a net profit of 646.27 billion yuan for the first three quarters of 2025, an increase of 6.25% year-on-year [1][2] - The company's revenue for the first three quarters reached 1,284.54 billion yuan, reflecting a growth of 6.36% compared to the previous year [1][2] Group 2: Midea Group - Midea Group achieved a net profit of 378.83 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 19.51% [3][4] - The company's revenue for the same period was 3,630.57 billion yuan, up 13.82% year-on-year [3][4] Group 3: Mindray Medical - Mindray Medical reported a net profit of 75.7 billion yuan for the first three quarters of 2025, a decline of 28.83% year-on-year [5][6] - The company's revenue for the first three quarters was 258.34 billion yuan, down 12.38% compared to the previous year [5][6] Group 4: SanHuan Group - SanHuan Group's net profit for the first three quarters of 2025 was 19.59 billion yuan, reflecting a growth of 22.16% year-on-year [7][8] - The company's revenue for the same period reached 65.08 billion yuan, an increase of 20.96% year-on-year [7][8] Group 5: Longyuan Power - Longyuan Power reported a net profit of 43.93 billion yuan for the first three quarters of 2025, a decrease of 21.02% year-on-year [9][10] - The company's revenue for the same period was 222.21 billion yuan, down 17.29% compared to the previous year [9][10] Group 6: China Nuclear Power - China Nuclear Power's net profit for the first three quarters of 2025 was 80.02 billion yuan, a decline of 10.42% year-on-year [12][13] - The company's revenue for the same period reached 616.35 billion yuan, an increase of 8.16% year-on-year [12][13] Group 7: Fenjie Media - Fenjie Media reported a net profit of 42.40 billion yuan for the first three quarters of 2025, an increase of 6.87% year-on-year [14][15] - The company's revenue for the same period was 96.07 billion yuan, reflecting a growth of 3.73% year-on-year [14][15] Group 8: Tianfu Communication - Tianfu Communication achieved a net profit of 14.65 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 50.07% [17][18] - The company's revenue for the same period was 39.18 billion yuan, up 63.63% year-on-year [17][18] Group 9: Lingyi Technology - Lingyi Technology reported a net profit of 19.41 billion yuan for the first three quarters of 2025, reflecting a growth of 37.66% year-on-year [19][20] - The company's revenue for the same period reached 375.90 billion yuan, an increase of 19.25% year-on-year [19][20] Group 10: Rongsheng Petrochemical - Rongsheng Petrochemical's net profit for the first three quarters of 2025 was 8.88 billion yuan, a growth of 1.34% year-on-year [21] - The company's revenue for the same period was 2,278.15 billion yuan, down 7.09% compared to the previous year [21] Group 11: ShenNan Circuit - ShenNan Circuit reported a net profit of 23.26 billion yuan for the first three quarters of 2025, an increase of 56.30% year-on-year [22] - The company's revenue for the same period was 167.54 billion yuan, reflecting a growth of 28.39% year-on-year [22] Group 12: Jiangbolong - Jiangbolong achieved a net profit of 7.13 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 27.95% [23] - The company's revenue for the same period reached 167.34 billion yuan, up 26.12% year-on-year [23] Group 13: New Yisheng - New Yisheng reported a net profit of 63.27 billion yuan for the first three quarters of 2025, reflecting a growth of 284.37% year-on-year [24] - The company's revenue for the same period was 165.05 billion yuan, an increase of 221.70% year-on-year [24] Group 14: China Merchants Bank - China Merchants Bank achieved a net profit of 1,137.72 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 0.52% [25] - The company's revenue for the same period was 2,514.2 billion yuan, down 0.51% compared to the previous year [25] Group 15: Zhongwei Company - Zhongwei Company reported a net profit of 12.11 billion yuan for the first three quarters of 2025, a growth of approximately 32.66% year-on-year [26] - The company's revenue for the same period reached 80.63 billion yuan, an increase of approximately 46.40% year-on-year [26] Group 16: Microchip Biotech - Microchip Biotech's non-public offering was approved, aiming to raise up to 9.5 billion yuan for innovative drug research and development [27] Group 17: Longyuan Power's Fundraising - Longyuan Power plans to raise up to 50 billion yuan through a private placement to invest in renewable energy projects [28] Group 18: North University Pharmaceutical - North University Pharmaceutical's chairman was detained for investigation, but the company's operations remain normal [29] Group 19: Deyang Shares - Deyang Shares reported a net profit of 23.47 billion yuan for the first three quarters of 2025, a growth of 4.79% year-on-year [30] Group 20: Xiechuang Data - Xiechuang Data achieved a net profit of 6.98 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 25.30% [31] Group 21: Zhifei Biological - Zhifei Biological reported a net loss of 12.06 billion yuan for the first three quarters of 2025, primarily due to lower sales and increased provisions [32] Group 22: Softcom Power - Softcom Power achieved a net profit of 9.89 billion yuan for the first three quarters of 2025, reflecting a growth of 30.21% year-on-year [33] Group 23: Magmi Technology - Magmi Technology reported a net profit of 2.13 billion yuan for the first three quarters of 2025, a decline of 48.29% year-on-year [34] Group 24: Huali Group - Huali Group's net profit for the first three quarters of 2025 was 24.35 billion yuan, a decrease of 14.34% year-on-year [35]

Core Viewpoint - 中航科工 reported its performance for 中航机载 for the first three quarters of 2025, showing a slight increase in revenue but a significant decrease in net profit [1] Financial Performance - The operating revenue for 中航机载 reached approximately 16.774 billion yuan, reflecting a year-on-year growth of 1.25% [1] - The net profit attributable to shareholders of the listed company was about 990 million yuan, representing a year-on-year decrease of 17.73% [1] - The basic earnings per share stood at 0.2045 yuan [1]

Core Viewpoint - 中航科工's subsidiary 中航机载 reported a slight increase in revenue but a significant decline in net profit for the first three quarters of 2025 [1] Financial Performance - The company's operating revenue reached approximately 16.774 billion yuan, reflecting a year-on-year growth of 1.25% [1] - The net profit attributable to shareholders was about 990 million yuan, showing a year-on-year decrease of 17.73% [1] - The basic earnings per share stood at 0.2045 yuan [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因 倚賴該等內容而引致之任何損失承擔任何責任。 中國航空科技工業股份有限公司 AviChina Industry & Technology Company Limited* 承董事會命 中國航空科技工業股份有限公司 公司秘書 吳筠 北京，二零二五年十月二十九日 於本公告日，董事會由執行董事閆靈喜先生和孫繼忠先生，非執行董事徐東升先生、周訓文 先生和胡世偉女士，以及獨立非執行董事劉威武先生、毛付根先生和林貴平先生組成。 *僅供識別 (於中華人民共和國註冊成立之股份有限公司) (股份代號：2357) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 以下爲中航機載系統股份有限公司於上海證券交易所網站刊發之公告。 中航机载系统股份有限公司 2025 年第三季度报告 证券代码：600372 证券简称：中航机载 中航机载系统股份有限公司 2025 年第三季度报告 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 ...

Market Performance - The aviation equipment sector increased by 0.4% on October 29, with Western Superconducting leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Western Superconducting (688122) closed at 87.22, with a rise of 9.34% and a trading volume of 590,800 shares, amounting to a transaction value of 5.076 billion [1] - Aerospace Technology (688239) rose by 7.86% to close at 51.03, with a trading volume of 71,100 shares [1] - Other notable performers include Aviation Technology (688510) up 3.62%, Huayin Technology (688281) up 3.54%, and Shengcao Technology (920006) up 2.23% [1] Capital Flow - The aviation equipment sector experienced a net outflow of 358 million from institutional investors, while retail investors saw a net inflow of 456 million [2][3] - The top stock by institutional net inflow was Feilihua (300395) with 179 million, while Western Superconducting had a net inflow of 102 million [3]

中航机载 证券代码：600372 证券简称：中航机载 公告编号：2025-072 中航机载系统股份有限公司 关于举办2025年第三季度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 中航机载系统股份有限公司（以下简称公司）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入 地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 14 日（星期五）13:45-14:45 举办 2025 年第三季度业绩说 明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以视频结合网络互动的形式召开，公司将针对 会议召开时间：2025 年 11 月 14 日（星期五）13:45-14:45 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 11 月 7 日（星期五）至 11 月 ...

中航机载 股票代码：600372 股票简称：中航机载 编号：2025-069 附件：非独立董事候选人简历 中航机载 中航机载系统股份有限公司董事会 2025 年 10 月 30 日 中航机载系统股份有限公司第八届董事会 关于补选公司非独立董事的公告 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。 中航机载系统股份有限公司（以下简称公司）于 2025 年 10 月 29 日召 开第八届董事会 2025 年度第九次会议，审议通过了《关于审议增补公司非 独立董事的议案》。根据相关法律法规及《中航机载系统股份有限公司章 程》的规定，经公司控股股东中国航空科技工业股份有限公司推荐，经公 司董事会提名委员会审核，提名赵卓先生为公司第八届董事会非独立董事 候选人选，任期自股东会通过之日起至本届董事会届满之日止。 在提交本次董事会审议前，该议案已经公司董事会提名委员会审议通 过。董事会提名委员会认为：赵卓先生符合担任上市公司非独立董事的条 件，不存在《中华人民共和国公司法》规定的不得担任公司董事的情形， 或者被中国证券监督管理委员会确定为市场 ...

中航机载系统股份有限公司 2025 年第五次临时股东会会议资料 中航机载 会 议 议 题 议案一 关于审议增补公司非独立董事的议案 2025 年第五次临时股东会会议资料 中航机载 2025 年第五次临时股东会会议资料 2025 年 11 月 14 日 2025 年第五次临时股东会会议资料 中航机载 以上，请各位股东及股东代表审议。 附件：非独立董事候选人简历 中航机载系统股份有限公司董事会 2025 年 11 月 14 日 2025 年第五次临时股东会会议资料 中航机载 议案一 关于审议增补公司非独立董事的议案 各位股东及股东代表： 根据相关法律法规及《中航机载系统股份有限公司章程》的规定，经公 司控股股东中国航空科技工业股份有限公司推荐，并经公司董事会提名委员 会审核，提名赵卓为公司第八届董事会非独立董事候选人（简历附后），任 期自股东会通过之日起至第八届董事会任期届满之日止。 附件： 非独立董事候选人简历 赵卓：男，1973 年 9 月出生，硕士，研究员级高级工程师。历任中国航 空科技工业股份有限公司综合管理部副部长，内部审计部部长，证券市场部 部长，资本市场部部长，中航直升机股份有限公司副总经理、董事会 ...

证券代码：600372 证券简称：中航机载 公告编号：2025-070 中航机载系统股份有限公司 关于召开2025年第五次临时股东会的通知 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： 股东会召开日期：2025年11月14日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 召开的日期时间：2025 年 11 月 14 日 9 点 30 分 召开地点：北京市朝阳区曙光西里甲 5 号院 16 号楼 2521 会议室 (五) 网络投票的系统、起止日期和投票时间 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 11 月 14 日 一、 召开会议的基本情况 (一) 股东会类型和届次 2025年第五次临时股东会 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相 结合的方式 (四) 现场会议召开的日期、时间和地点 至2025 年 11 月 14 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当 ...