Core Insights - The report emphasizes the ongoing prosperity in the commercial aerospace and military sectors, highlighting opportunities in overseas markets and the importance of technological advancements in the industry [2][3] Group 1: Industry Overview - The commercial aerospace sector is experiencing upward momentum, driven by SpaceX's advancements in reusable rocket technology, which could reduce space access costs by 100 times [13] - The military aviation sector is expected to benefit from increased demand for large aircraft and military trade, with significant growth anticipated in 2026 [14] - The report identifies a focus on supply chain reforms and the integration of AI technologies as key trends shaping the future of the defense and aerospace industries [15] Group 2: Investment Recommendations - The report recommends companies that align with the "S-curve" evolution, focusing on supply chain reforms and automation, including firms like航发动力 (Aero Engine Corporation) and 中航沈飞 (AVIC Shenyang Aircraft Corporation) [15] - Companies positioned for expansion in military trade and civil aviation, such as 国睿科技 (Guorui Technology) and 中国动力 (China Power), are highlighted for their growth potential [15] - Emerging industries like commercial aerospace, AI, and quantum computing are also recommended, with firms like 睿创微纳 (Ruichuang Micro-Nano) and 菲利华 (Feilihua) noted for their innovative capabilities [15] Group 3: Company Valuations and Financial Analysis - 航发动力 (Aero Engine Corporation) is projected to have a 2025E EPS of 0.22 CNY, with a PE ratio of 216.82 for 2025 [6] - 中航高科 (AVIC High-tech) is expected to achieve a 2025E EPS of 0.90 CNY, with a PE ratio of 29.16 for 2025 [6] - The report provides detailed financial metrics for various companies, indicating growth in EPS and improvements in PE ratios across the sector, reflecting a positive outlook for the defense and aerospace industries [6]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | | 成交金额(万元) 成交量(*) 买入营业部 | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-23 | 调华转接 | 600378 | 39.68 | 599.17 | 15.1 | 空會會議委員登録 | 服 | | 2026-01-23 | 具华科技 | 600378 | 39.68 | 499.97 | 12.6 | 不合同的 - 122 | KI | | 2026-01-23 | 员华科技 | 600378 | 39.68 | 499.97 | 12.6 | 天客景都然曾直播 | Ka | 1月23日，昊华科技大宗交易成交40.3万股，成交额1599.11万元，占当日总成交额的2.65%，成交价 39.68元，较市场收盘价39.68元持平。 ...

1月23日，化工板块继续上攻！反映化工板块整体走势的化工ETF（516020）开盘后持续红盘震荡，截至发稿，场内价格涨0.31%。 成份股方面，石化、磷化工、氟化工等板块部分个股涨幅居前。截至发稿，东方盛虹、卫星化学、宏达股份大涨超4%，联泓新科、凯赛生物涨超3%，三美 股份、恒逸石化等多股涨超2%。 | | 分时 多日 1分 5分 15分 30分 | | ୧୦સે | 日 周 月 更多 | | | F9 盘前盤后 叠加 九转 | | 画线 丁旦 《 2 > | 4. ETF O | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.988 | | 516020[化工ETF] 11:16 价 | | | 0.978 涨跌 0.003(0.31%) 均价 0.979 成交量 1673 IOPV 0.9772 | | | | 2026/01/23 | (0) C. 7/2 | | +0 | | | | | | | | | | | | SSE CNY 11:16:26 交易中 | | | | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600378 证券简称：昊华科技 公告编号：临2026-005 昊华化工科技集团股份有限公司 关于公司高级管理人员变动的公告 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。 一、高级管理人员离任情况 昊华化工科技集团股份有限公司（以下简称"公司"或"昊华科技"）董事会于2026年1月15日收到公司副 总经理张海兵先生及财务总监、总法律顾问、首席合规官何捷先生递交的书面辞职报告。张海兵先生因 到龄退休原因申请辞去公司副总经理职务，何捷先生因工作安排原因申请辞去公司财务总监、总法律顾 问、首席合规官职务，何捷先生辞职后仍在公司担任其他职务。具体情况如下： （一）提前离任的基本情况 ■ （二）离任对公司的影响 根据《中华人民共和国公司法》《昊华科技公司章程》等相关规定，张海兵先生和何捷先生的离任不会 影响公司的正常运行，其辞职报告自送达公司董事会之日起生效。张海兵先生和何捷先生已按照公司相 关规定完成交接工作。 张海兵先生和何捷先生在任职期间，勤勉尽责、恪尽职守，在公司规范 ...

（文章来源：证券日报） 证券日报网讯 1月19日，昊华科技发布公告称，昊华科技第八届董事会届满，第八届董事会第三十九次 会议审议通过，提名王军、姚立新、施洁、周民、郭涛为第九届董事会非独立董事候选人，提名李姝、 赵怀亮、郭宝春为第九届董事会独立董事候选人，任期自预计2026年第一次临时股东会选举通过之日起 三年。 ...

Group 1 - A-shares showed mixed performance on January 19, with the Shanghai Composite Index performing strongly while the ChiNext Index experienced a pullback, and total trading volume in Shanghai, Shenzhen, and Beijing reached 2.73 trillion yuan, a significant decrease of 324.3 billion yuan from the previous trading day [1][23] - The commercial aerospace sector received significant news with the successful validation of crewed spacecraft landing buffer technology, leading to a rise in the General Aviation ETF Huabao (159231) by 2.2% [1][10] - The chemical sector is entering an upward cycle as large-scale chemical products are at a dual turning point of capacity and inventory, with the Chemical ETF (516020) surging by 3.06%, reaching its highest closing price since August 2022 [1][5][30] Group 2 - The AI sector continues to attract substantial investment, with the ChiNext AI ETF Huabao (159363) seeing a net subscription of 322 million units on January 19, following a total of 1.679 billion yuan in net inflows over the previous five days [2][24] - The focus on the domestic AI industry chain is evident, as the Science and Technology Innovation AI ETF Huabao (589520) also experienced net inflows totaling 156 million yuan over the same period [2][24] Group 3 - The National Bureau of Statistics reported that China's GDP for 2025 is projected to be 14,018.79 billion yuan, with a year-on-year growth of 5%, marking the successful completion of the "14th Five-Year Plan" [4][26] - Analysts suggest that the market's risk appetite may improve following the release of macroeconomic data, with potential incremental policies expected to be introduced [4][26] - The chemical sector has shown strong performance since 2025, with the Chemical ETF (516020) index rising by 52.03%, significantly outperforming major A-share indices [5][29] Group 4 - The price of refrigerants has surged, with R507 and R404 reaching 46,000-49,000 yuan/ton and 43,000-45,000 yuan/ton respectively, reflecting increased overseas demand and tightened domestic supply [8][30] - The chemical industry is expected to experience a recovery in profitability and valuation in 2026, driven by supply-demand rebalancing and new production capabilities in AI computing and advanced manufacturing [8][30] Group 5 - The commercial aerospace sector is experiencing a rebound, supported by strong policy backing and improving industry trends, with significant investments in satellite technology and related fields [14][15] - The profitability of leading companies in the commercial aerospace index has shown improvement, with expected growth in earnings for 2026 [15]

证券日报网讯 1月19日，昊华科技发布公告称，公司第八届董事会第三十九次会议审议通过《关于审议 向股东会提名昊华科技第九届董事会非独立董事候选人的议案》《关于审议向股东会提名昊华科技第九 届董事会独立董事候选人的议案》《关于审议确定公司第九届董事会独立董事津贴标准的议案》等多项 议案。 （文章来源：证券日报） ...

证券日报网讯 1月19日，昊华科技发布公告称，公司将于2026年2月4日召开2026年第一次临时股东会。 （文章来源：证券日报） ...

Group 1 - The company, Haohua Technology, announced that its 39th meeting of the 8th Board of Directors was held on January 19, 2026, in Beijing, combining on-site and remote voting methods [1] - The meeting reviewed the proposal to nominate candidates for non-independent directors for the 9th Board of Directors [1]

（一）《中华人民共和国公司法》关于董事任职资格的规定； 昊华化工科技集团股份有限公司独立董事 提名人和候选人声明与承诺 （李姝） 独立董事提名人声明与承诺 提名人昊华化工科技集团股份有限公司董事会，现提名李姝 为昊华化工科技集团股份有限公司第九届董事会独立董事候选 人，并已充分了解被提名人职业、学历、职称、详细的工作经历、 全部兼职、有无重大失信等不良记录等情况。被提名人已同意出 任昊华化工科技集团股份有限公司第九届董事会独立董事候选 人（参见该独立董事候选人声明）。提名人认为，被提名人具备 独立董事任职资格，与昊华化工科技集团股份有限公司之间不存 在任何影响其独立性的关系，具体声明并承诺如下： 一、被提名人具备上市公司运作的基本知识，熟悉相关法律、 行政法规、规章及其他规范性文件，具有 5 年以上法律、经济、 会计、财务、管理或者其他履行独立董事职责所必需的工作经验。 被提名人已经参加培训并取得证券交易所认可的相关培训 证明材料。 二、被提名人任职资格符合下列法律、行政法规和部门规章 的要求： （二）《中华人民共和国公务员法》关于公务员兼任职务的 规定（如适用）； （三）中国证监会《上市公司独立董事管理办法 ...