炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，1月21日，盘后奥泰生物披露增持情况。包括宸展光电、深水海纳、恒帅股份、卫宁健康、祥 源新材、卡莱特、洪兴股份、福石控股、新迅达、东箭科技、雅艺科技、晶瑞电材、雪祺电气、蓝箭电 子、闻泰科技、禾望电气、北方导航、华达新材、格林达、永安期货、信捷电气在内的21家A股上市公 司披露减持情况。 | | | 1.21上市公司盘后增持情况 | | --- | --- | --- | | 1 | 奥泰牛物 | 拟以1亿元-2亿元回购公司股份 | | | | 1.21上市公司盘后减持情况 | | 1 | 宸展光电 | 股东松堡投資拟减持不超1%股份 | | 2 | 恒帅股份 | 实控人俞国梅及其一致行动人拟合计减持不超2.83%股份 | | 3 | 卫宁健康 | 高级管理人员王利拟减持不超0.0128%股份 | | র্ব | 深水海纳 | 股东李琴及其一致行动人拟合计减持不超1.92%股份 | | 5 | 祥源新材 | 股东湖北高投及量科高投拟合计减持不超1.68%股份 | | 6 | 洪兴股份 | 高管刘根祥、程胜祥拟合计减持不超0.06 ...

证券代码：600435 证券简称：北方导航 公告编号：临 2026-006 号 北方导航控制技术股份有限公司 1 股东名称 李海涛 股东身份 控股股东、实控人及一致行动人 □是 √否 一、减持主体的基本情况 | | 直接持股 □是 | 5%以上股东 | √否 | | --- | --- | --- | --- | | | 董事、监事和高级管理人员 | | √是 □否 | | | 其他：无 | | | | 持股数量 | 124,520股 | | | | 持股比例 | 0.00823% | | | | 当前持股股份来源 | 股权激励取得：124,520股 | | | 上述减持主体无一致行动人。 股东及董监高减持股份计划公告 本公司董事会、全体董事及相关股东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： 董监高持股的基本情况 截至 2026 年 1 月 21 日，公司董事长李海涛持有北方导航股 份 124,520 股，占公司总股本（2025 年 12 月 31 日）比例为 0.00823 %。股份来源为公司实施股权激励计划，李海涛于 20 ...

格隆汇1月21日丨北方导航(600435.SH)公布，根据中国证监会《上市公司董事和高级管理人员所持本公 司股份及其变动管理规则》的规定，公司董事长李海涛拟通过集中竞价方式合计减持不超过31,100股公 司股份，减持股份占公司总股本比例不超过0.002056%，亦不超过其所持公司股份总数的25%。减持期 间均为自本公告之日起15个交易日后的3个月内（窗口期等不得减持股份期间不减持）；减持价格均将 按照减持实施时的市场价格确定。 ...

南财智讯1月21日电，北方导航公告，截至2026年1月21日，公司董事长李海涛持有公司股份124,520 股，占总股本比例为0.00823%。李海涛拟通过集中竞价方式合计减持不超过31,100股公司股份，减持股 份占公司总股本比例不超过0.002056%，亦不超过其所持公司股份总数的25%。减持期间为自公告之日 起15个交易日后的3个月内，即2026年2月13日至2026年5月12日，减持价格将按市场价格确定。本次减 持原因为个人资金需求。公司将持续关注减持计划进展并履行信息披露义务。 ...

Market Overview - The ground armament sector experienced a slight decline of 0.06% on January 21, with Galaxy Electronics leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Performance - Key stocks in the ground armament sector showed varied performance, with the following notable movements: - Optoelectronic Co. (600184) closed at 19.23, up 2.61% with a trading volume of 174,000 shares and a turnover of 332 million yuan [1] - Jieqiang Equipment (300875) closed at 40.70, up 1.29% with a trading volume of 24,600 shares and a turnover of 99.73 million yuan [1] - Northern Long Dragon (301357) closed at 137.97, up 0.75% with a trading volume of 14,000 shares and a turnover of 194 million yuan [1] - Galaxy Electronics (002519) closed at 7.82, down 1.64% with a trading volume of 1,264,600 shares and a turnover of 999.7 million yuan [2] Capital Flow - The ground armament sector saw a net outflow of 193 million yuan from institutional investors, while retail investors contributed a net inflow of 245 million yuan [2] - The following stocks had significant capital flow: - Optoelectronic Co. had a net inflow of 16.16 million yuan from institutional investors, but a net outflow of 25.73 million yuan from retail investors [3] - Northern Long Dragon experienced a net outflow of 0.68 million yuan from institutional investors, with a net inflow of 1.89 million yuan from retail investors [3] - Galaxy Electronics faced a net outflow of 7.28 million yuan from institutional investors, while retail investors contributed a net inflow of 17.73 million yuan [3]

Group 1 - The commercial aerospace sector has significant market potential, with the global space economy expected to reach $612 billion in 2024, of which commercial aerospace revenue is projected to be $480 billion, accounting for 78% [2][4] - China's commercial aerospace market has rapidly grown from approximately 0.38 trillion yuan in 2015 to 2.3 trillion yuan in 2024, with an annual compound growth rate of about 22%. The market is expected to reach between 7 trillion and 10 trillion yuan by 2030 [4][6] - Countries are accelerating their efforts to secure satellite frequency and orbital resources, which are considered strategic assets. The "first come, first served" rule by the International Telecommunication Union (ITU) reshapes the competition landscape [6][8] Group 2 - The CSI Satellite Industry Index (931594.CSI) includes up to 50 listed companies involved in satellite manufacturing, launching, ground equipment, navigation, and communication, reflecting the overall performance of the satellite industry [16] - The index is heavily weighted towards the defense and military industry, with a weight of 59.26%. Companies within the index generally have high R&D expenditures, with 38% of constituent stocks spending over 20% of their revenue on R&D [18][21] - The index's revenue growth is projected at 18.12% for 2024, with net profit growth expected to be 222.01% in 2025, 48.86% in 2026, and 32.34% in 2027 [25] Group 3 - The China Securities Index Satellite Industry ETF (159218) is designed to track the CSI Satellite Industry Index and was established on May 14, 2025. The fund aims to minimize tracking deviation and error [42][43] - As of January 13, 2026, the ETF's circulation reached 2.115 billion shares, with a scale of 4.744 billion yuan, indicating significant recent growth and investor interest [44] - The fund manager, Ms. Xu Rongman, has extensive experience in managing index funds, overseeing products with a total scale exceeding 40 billion yuan [46]

证券日报网讯1月20日，北方导航（600435）在互动平台回答投资者提问时表示，公司信息披露严格按 照《上市规则》等监管要求执行。 ...

Core Viewpoint - Northern Navigation's stock has experienced fluctuations, with a recent decline of 2.01% and a total market capitalization of 26.587 billion yuan, while the company has shown significant revenue and profit growth in recent periods [1][2]. Group 1: Stock Performance - As of January 20, Northern Navigation's stock price is 17.58 yuan per share, with a trading volume of 311 million yuan and a turnover rate of 1.15% [1]. - Year-to-date, the stock has increased by 14.01%, but has seen a decline of 10.67% over the last five trading days [1]. - The company has appeared on the "龙虎榜" (Dragon and Tiger List) twice this year, with the latest appearance on January 13, where it recorded a net buy of -23.8597 million yuan [1]. Group 2: Financial Performance - For the period from January to September 2025, Northern Navigation achieved a revenue of 2.468 billion yuan, representing a year-on-year growth of 210.01%, and a net profit attributable to shareholders of 125 million yuan, up 268.83% year-on-year [2]. - The company has distributed a total of 603 million yuan in dividends since its A-share listing, with 150 million yuan distributed in the last three years [3]. Group 3: Shareholder Information - As of January 9, 2025, the number of shareholders for Northern Navigation is 212,800, an increase of 41.68% from the previous period, with an average of 7,106 circulating shares per shareholder, down 29.42% [2]. - The top ten circulating shareholders include various ETFs, with notable changes in holdings, such as an increase of 3.7509 million shares for 富国中证军工龙头ETF and a decrease of 3.2361 million shares for 国投瑞银国家安全混合A [3].

Core Viewpoint - The company is focused on enhancing its navigation technology system and aligning with the technological innovation development of the weaponry group, aiming to improve its technological capabilities and establish a robust industrial ecosystem [2]. Group 1: Technology Development - The company is developing a navigation and control, military communication, and intelligent integration connection ecosystem through an "8+3" technology system [2]. - It is actively involved in the research and development of equipment, technology, and capability enhancement projects to accelerate the improvement of its technology system [2]. - The company aims to promote high-end development of advantageous industries, modernization of traditional industries, and scaling of emerging industries [2]. Group 2: Digital Transformation - The company is enhancing its digital manufacturing, digital operation, and digital process capabilities as part of its smart engineering strategy [2]. - It emphasizes the integration of data-driven smart factory construction, focusing on the synergy between industrial digitalization and digital industrialization [2]. - The company is applying technologies such as big data, AI algorithms, IoT, and digital twins to advance new processes, technical standards, and information applications [2]. Group 3: Operational Management - The company is optimizing its "1+N" smart operation system, which includes a comprehensive management system and multiple information platforms [2]. - This system aims to achieve comprehensive perception, risk warning, scientific decision-making, and precise control in operational management [2].

Core Viewpoint - The ground armament sector experienced a 1.06% increase on January 19, with GanHua Science and Technology leading the gains. The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1]. Group 1: Market Performance - The ground armament sector saw a net outflow of 197 million yuan from main funds, while retail investors contributed a net inflow of 127 million yuan [1]. - The closing prices and performance of key stocks in the ground armament sector included: - Yinhe Electronics (002519) at 8.35, down 10.02% with a trading volume of 3.26 million shares [1]. - Guangdian Co. (600184) at 19.33, down 2.23% with a trading volume of 282,200 shares [1]. - Jiekang Equipment (300875) at 42.25, down 0.75% with a trading volume of 31,700 shares [1]. - Changcheng Military Industry (601606) at 48.42, up 0.29% with a trading volume of 184,500 shares [1]. - Guoke Biological Engineering (688543) at 71.66, up 0.93% with a trading volume of 102,700 shares [1]. Group 2: Trading Volume and Turnover - The total turnover for the ground armament sector was significant, with notable individual stock turnovers such as: - Yinhe Electronics with a turnover of 2.748 billion yuan [1]. - North Navigation (600435) with a turnover of 1.191 billion yuan [1]. - ST Emergency (300527) with a turnover of 81.5497 million yuan [1].