证券日报网讯 2月11日，航天晨光在互动平台回答投资者提问时表示，公司目前在用财务共享平台由集 团公司统建，于2017年底建成使用。 （文章来源：证券日报） ...

Group 1 - Hailanxin (300065) is a core enterprise in the field of smart ocean and commercial aerospace measurement and control, with a contract amount of 458 million yuan for a project related to reusable rocket recovery [1][25] - Jieli Suoju (002342) is a leading company in the domestic rigging industry, providing intercept nets and ultra-high molecular weight polyethylene ropes for rocket recovery, with a single set of capture arms valued at 15-20 million yuan [2][26] - Chaojie Co., Ltd. (301005) specializes in precision structural components, supplying key components for rockets, with a single set valued at 25-30 million yuan and securing 30 orders for 2026-2028 [3][27] Group 2 - Taisheng Wind Power (300129) is a leader in wind power towers, providing structural components for rockets and planning to cover 60% of launch tasks by 2025 [4][28] - Zhongheng Design (603017) is a leading engineering design firm, providing design and construction services for rocket recovery bases, supporting industry landing [5][29] - Yitong Century (300310) focuses on communication technology services, providing communication support for rocket recovery processes [6][30] Group 3 - Aerospace Electronics (600879) is a leading company in aerospace electronics, providing landing leg actuators for reusable rockets, with a projected increase in value by 3-5 times after commercialization in 2026 [7][31] - Mengsheng Electronics (688331) specializes in satellite navigation systems, providing core navigation systems for reusable rockets, supporting centimeter-level positioning [8][32] - Sry New Materials (688102) is a leader in high-strength copper alloy materials, supplying core materials for rocket engines, ensuring stable operation for recovery [9][34] Group 4 - AVIC Optoelectronics (002179) is a leading company in aerospace connectors, ensuring reliable signal transmission for rocket recovery processes [10][35] - Guokai Military Industry (688543) provides solid engine power modules for rockets, which are critical components for recovery [11][36] - Parker New Materials (605123) specializes in aerospace forgings, supplying key components for rockets, ensuring structural stability for recovery [12][37] Group 5 - Hanyu Technology (688239) focuses on titanium alloy forgings for rockets, supporting stable engine operation for recovery [13][38] - Race Intelligent (002979) provides specialized motors for rocket engines, crucial for thrust adjustment during recovery [14][39] - Aerospace Universe (688523) specializes in composite materials, supporting lightweight structures for rockets [15][40] Group 6 - Guoguang Electric (688776) provides electrical equipment for rockets, supporting electrical control and signal transmission during recovery [16][41] - Aerospace Hongtu (688066) offers satellite remote sensing services, providing environmental monitoring for rocket recovery [17][42] - Chunzong Technology (603516) provides ground measurement and control equipment for rocket launches and recoveries [18][43] Group 7 - Aerospace Electromechanical (600151) supplies solar panels and power systems for rockets, supporting energy management during recovery [19][44] - Wuzhou Xinchun (603667) supplies bearings for recovery systems, with annual orders valued at 120-180 million yuan [20][45] - Aerospace Morning Light (600501) provides ground support systems for rocket recovery, ensuring efficient execution of recovery operations [21][46] Group 8 - Aerospace Technology (000901) specializes in measurement and control services for rockets, ensuring precise control during recovery [22][47] - Aerospace Power (600343) provides fluid components for rocket engines, ensuring reliable fluid control during recovery [23][48]

证券代码：600501 证券简称：航天晨光 公告编号：临 2026—007 航天晨光股份有限公司 关于办公地址变更的公告 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个别及连带责任。 除上述变更内容外，公司投资者联系电话、电子邮箱均保持不变，敬请广大 投资者注意上述变更事项。 因经营发展需要，航天晨光股份有限公司（以下简称公司）本部已于近日搬 迁至新的办公地址，现将公司办公地址变更情况公告如下： | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 办公地址 | 南京市江宁经济技术开发区 | 南京市江宁经济技术开发区 | | | 天元中路188号 | 将军大道199号 | | 邮政编码 | 211100 | 211106 | 特此公告。 航天晨光股份有限公司 董事会 2026 年 2 月 10 日 1 ...

Core Viewpoint - The low-altitude economy sector is showing mixed results for 2025, with 22 companies expected to be profitable while another 22 are projected to incur losses, indicating a significant divergence in performance within the industry [3]. Performance Forecast Summary Profit Growth - 11 companies are expected to report profit increases, with notable projections including: - Xinzhi Group (002664.SZ) and Shangluo Electronics (300975.SZ) anticipating several-fold increases in net profit [4]. - Weihai Guangtai (002111.SZ), Tongyu Heavy Industry (300185.SZ), and Guangyang Co. (002708.SZ) expecting over 50% growth in net profit [4]. - Wan Feng Aowei (002085.SZ) and Zongshen Power (001696.SZ) also forecasted net profit growth [4]. Losses - 22 companies are projected to incur losses, with several notable cases: - Zhongtian Rocket (003009.SZ) and Andavil (300719.SZ) have shifted from profit to loss [7]. - Haige Communication (002465.SZ) is investing heavily in R&D, leading to increased costs and a projected loss [7]. - Companies like Aerospace Power (600343.SH) and Sihua Electronics (600990.SH) are also expected to continue reporting losses [8]. Industry Insights - The low-altitude economy's contribution to overall profits remains limited, with most revenue still coming from aircraft manufacturing and infrastructure construction [3]. - Companies like Wan Feng Aowei are leveraging their low-altitude business to drive profit growth, supported by strong orders in general aviation aircraft manufacturing and strategic acquisitions [5]. - The industry is witnessing a shift towards commercial applications of low-altitude technologies, with companies preparing for a significant commercialization phase in 2026 [9][10]. Strategic Developments - Companies are increasingly focusing on integrating low-altitude infrastructure and management platforms, as seen with Suzhou Keda's strategic investments in civil aviation infrastructure [11]. - The emphasis on R&D and market expansion in emerging fields like low-altitude economy is evident, with companies aiming to enhance their competitive edge through innovative solutions [7][11].

（记者 张明双） 每经AI快讯，航天晨光（600501.SH）1月30日在投资者互动平台表示，近两年公司产品零星出口欧盟 地区，2025年向爱尔兰出口汽车排气管约86万元，收入占比很小，销售方式为直接出口。 ...

Group 1 - Aerospace Chenguang's stock closed down 1.30% at 29.50 yuan on January 19, with a total of 100,000 shares traded in a block transaction amounting to 2.95 million yuan [1] - The first transaction price was 29.50 yuan for 100,000 shares, with a premium rate of 0.00%. The buyer was China International Capital Corporation's Beijing branch, and the seller was CITIC Securities' Quanzhou branch [1] - In the last three months, Aerospace Chenguang has recorded two block transactions with a total transaction amount of 5.654 million yuan. Over the past five trading days, the stock has declined by 23.46%, with a net outflow of 514 million yuan in principal funds [1]

Core Viewpoint - The board of directors of Aerospace Changkong Co., Ltd. held its 49th meeting to approve several amendments to internal management regulations and to conduct a risk assessment for 2026 [1][2]. Group 1: Board Meeting Details - The board meeting was conducted via communication methods, with all 8 directors participating, and the procedures complied with the Company Law and Articles of Association [2]. - The meeting's voting deadline was set for January 15, 2026, at 17:00 [2]. Group 2: Approved Proposals - The board approved the amendment of the "Board Authorization Management Rules" to clarify the responsibilities and authority boundaries among decision-making bodies [3]. - The "Chairman's Special Meeting Rules" were revised to align with changes in the Articles of Association and the Board Authorization Management Rules [5]. - The "Implementation Measures for Major Decisions" were amended to enhance decision-making behavior and execution supervision [7]. - The "Information Disclosure Management Regulations" were revised to incorporate updates from the China Securities Regulatory Commission [9]. - The "Internal Reporting Management Regulations for Major Information" were adapted to reflect changes in regulatory policies and organizational structure [11]. - The "Fundraising Management Regulations" were revised to improve the safety and efficiency of fundraising [13]. - The "Equity Investment Management Regulations" were updated to include new equity financing content [15]. - Adjustments were made to several management systems to reflect changes in governance structure and organizational adjustments [17]. - The board approved the "2026 Major Operational Risk Prediction and Assessment Report" to enhance risk prevention capabilities [19].

Group 1 - The company, Aerospace Chuangxin, announced on January 16 that its seventh board of directors held the 49th meeting and approved multiple proposals, including the "Proposal for Revision" [2]

第三条 公司在审议关联交易事项时，应当详细了解交 易标的真实状况和交易对方诚信记录、资信状况、履约能力 等，审慎评估相关交易的必要性、合理性和对公司的影响， 根据充分的定价依据确定交易价格。重点关注是否存在交易 标的权属不清、交易对方履约能力不明、交易价格不公允等 问题，并按照相关要求聘请中介机构对交易标的进行审计或 者评估。 第四条 公司应当及时通过上海证券交易所业务管理系 统填报和更新公司关联人名单及关联关系信息。 航天晨光股份有限公司 关联交易管理规定 第一章 总则 第一条 为规范航天晨光股份有限公司（以下简称公司） 的关联交易行为，保证关联交易的合法性、合规性及公允性， 提高上市公司规范运作水平，保护投资者的合法权益，根据 《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司信息披露管理办法》《上海证券交易所股票上市规则》 等法律法规、部门规章、规范性文件，制定本规定。 第二条 公司关联交易行为应当合法合规，不得隐瞒关 联关系，不得通过将关联交易非关联化规避相关审议程序和 信息披露义务。相关交易不得存在导致或者可能导致公司出 现被控股股东、实际控制人及其他关联人非经营性资金占用、 为关联人违规 ...

航天晨光股份有限公司 投资者关系管理规定 第一章 总则 第一条 为进一步规范航天晨光股份有限公司（以下简 称公司）投资者关系管理事务，加强公司与投资者之间的有 效沟通，提高公司治理水平，切实保护投资者特别是中小投 资者合法权益，根据《中华人民共和国公司法》（以下简称 《公司法》）《中华人民共和国证券法》（以下简称《证券 法》）《上市公司投资者关系管理工作指引》等有关法律法 规、规章，制定本规定。 第二条 本规定所称投资者关系管理是指公司通过便 利股东权利行使、信息披露、互动交流和诉求处理等工作， 加强与投资者及潜在投资者之间的沟通，增进投资者对公司 的了解和认同，以提升公司治理水平和整体价值，实现尊重 投资者、回报投资者、保护投资者目的的相关活动。 第二章 一般规定 第三条 公司投资者关系管理工作应该遵循"合规性、 平等性、主动性、诚实守信"的基本原则，平等对待全体投 资者，保障所有投资者享有知情权等合法权益，注重诚信， 规范运作，营造健康良好的市场生态。 第四条 公司开展投资者关系活动，应当客观、真实、 准确、完整地向投资者和潜在投资者介绍和反映公司实际状 1 况，避免进行选择性信息披露和过度宣传而可能造成 ...