通过组团式帮扶实现教育资源与产业发展深度联动，最终达成"富矿精开"，是2024年起贵州省提出的质 量强省创新举措。 1月26日，围绕这一话题，贵州省政协委员、贵州民族大学党委书记吕国富在接受记者提问时，亮出随 身携带的"宝贝"——一小块黑磷。 "贵州省坐拥丰富磷矿，以前相关企业想吃'高精尖'红利，却苦于没技术。现在这个难题已被攻破，提 纯后的黑磷新材料有望撬动千亿级产业。"吕国富介绍，为破解贵州磷化工产业技术痛点，贵州省委、 省政府出面搭台，邀请来自北京大学、清华大学等顶尖学府的"学术大咖"到贵州开展学科帮扶。经过探 索，"精准滴灌"的"民大+名校+名企"模式逐步成熟。目前，贵州民族大学的化学工程与技术学科正逐步 成为参与产业升级的"探路人"；以前"论吨卖"的磷矿石，现在成了"按克算"的新材料。 转自：中国质量报 推动转型升级 促进质量提升 2026年贵州省两会代表、委员纵论以科技创新支撑质量强省 □ 本报记者 李 嘉 1月26日至31日，在贵州省2026年两会上，来自不同领域、不同界别的人大代表、政协委员直面媒体提 问，围绕技术帮扶、科技创新、产业振兴等话题，分享履职实践，纵论以科技创新推动质量强省建设。 ...

（来源：淘金ETF） 1. 中航成飞（302132） 作为中国航空工业集团核心子公司，国内歼击机、教练机等主战装备的核心研制单位，军工背景深厚且 技术积累雄厚，在航空装备制造领域占据绝对龙头地位。主营业务聚焦军用战斗机、教练机研发制造， 同时延伸至民用航空零部件加工与航空技术服务，客户覆盖国内军方及航空工业全产业链企业。依托军 用航空领域的大尺寸模锻、精密加工等核心技术，深度切入商业航天赛道，为商业火箭提供高端结构 件、航空级特种材料及定制化加工服务，尤其在重型火箭箭体部件制造方面具备独特优势。已成功为国 内多家商业火箭企业提供关键结构件支持，深度参与多个商业航天发射任务，技术可靠性与产品稳定性 获行业高度认可。未来随着商业航天规模化发展，重型火箭、可回收火箭等新型装备研发加速，公司将 进一步推动航空航天技术跨界融合，充分受益于太空算力、低轨卫星星座建设带来的增量需求，在航天 结构件、特种材料等领域持续扩大市场份额，成长空间极具想象力。 2. 中航西飞（000768） 隶属于中国航空工业集团，是国内大型运输机、轰炸机、预警机等核心军用飞机的主要制造商，具备全 产业链研发、生产与集成能力，在航空装备制造领域技术 ...

截至发稿，罗文杰累计任职时间12年291天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 187.93%， 任职期间最差基金回报-47.6%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 数据显示，南方基金旗下1只基金位居中航重机十大流通股东。南方中证500ETF（510500）三季度减持 27.31万股，持有股数1374.76万股，占流通股的比例为0.89%。根据测算，今日浮盈赚取约1292.27万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益7.7%，同类排 名716/5562；近一年收益46.3%，同类排名1226/4285；成立以来收益171.03%。 南方中证500ETF（510500）基金经理为罗文杰。 2月3日，中航重机涨5.14%，截至发稿，报19.23元/股，成交4.50亿元，换手率1.53%，总市值300.67亿 元。 资料显示，中航 ...

Core Insights - The report emphasizes the growth potential in the commercial aerospace and large aircraft sectors, highlighting the importance of the defense and military industry in these areas [2][3] Group 1: Industry Overview - The Chinese aerospace sector is set to advance with initiatives like the "Tian Gong Kai Wu" plan, focusing on space tourism, smart infrastructure, and resource development [13] - The commercial aircraft and aerospace sectors are experiencing sustained high demand, with a focus on self-reliance in aviation engine development and the establishment of a strong aviation industry [14] Group 2: Investment Recommendations - The report identifies three key investment themes based on the "S-curve" evolution: 1. Supply chain reform and maintenance growth, recommending companies like AVIC Power and AVIC Control [15] 2. Expansion into overseas markets and civilian applications, recommending companies such as Guorui Technology and China Power [15] 3. New emerging industries like commercial aerospace and AI, recommending companies like Ruichuang Micro-Nano and Feilihua [15] Group 3: Company Analysis - AVIC Power is positioned as a core supplier in the aviation sector, benefiting from high-end aircraft production and potential market share growth in the civil aviation engine sector [21] - AVIC Heavy Machinery is expected to see revenue growth due to its comprehensive product offerings in aviation and engine sectors, with a focus on high-value components [23] - Guorui Technology is leveraging its radar business and low-altitude safety solutions, with projected revenue growth driven by defense modernization and low-altitude economic development [20] - Feilihua is a leading supplier of quartz materials for aerospace and semiconductor industries, benefiting from ongoing demand in both sectors [19] - Ziguang Guowei is focusing on the IC industry, with significant growth expected in the AI and communication sectors, emphasizing its competitive advantages in domestic and international markets [18]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002023 | 海特高新 | 12.23 | -10.01% | 12.17万 | 1.49 乙 | | 600765 | 中航重机 | 18.71 | -5.79% | 73.60万 | 13.88 Z | | 300696 | 爰乐达 | 32.06 | -5.15% | 22.01万 | 6.95亿 | | 300034 | 钢研高纳 | 20.30 | -5.05% | 42.72万 | 8.69亿 | | 600372 | 中航机载 | 15.52 | -4.84% | 123.02万 | 19.13 Z | | 605123 | 派克新材 | 109.06 | -4.58% | 5.65万 | 6.21亿 | | 688239 | 航宇科技 | 64.72 | -4.54% | 6.34万 | 4.09亿 | | 300719 | 安达维尔 | 17.00 | -4.33% | 13.43万 | 2.28亿 | | 000561 | ...

中航重机 20260129 摘要 中航重机是航空工业集团下属首批上市公司，通过多次并购重组，聚焦 高端特种锻铸造及液压环控业务，确立了世界级供应商的发展战略，目 前由航空工业集团实际控制。 公司主要业务板块包括锻造、铸造及液压环控，其中锻造业务是核心收 入和利润来源，2022 年锻造环节收入达 84 亿元，远超其他竞争对手。 2020 年至 2022 年，中航重机的营收和利润保持稳定增长，但 2023 年以来，受军工采购节奏变化及产品价格压力影响，公司整体业绩面临 一定挑战。 锻造行业正朝着为主机场提供一体化综合解决方案方向发展，以满足装 备低成本化需求，小型大学主科研生产模式也成为趋势。 主机厂通过供应链管理控制装备成本，目标价格激励约束下，主机厂愿 意通过供应链管理实现超额利润，这也促使锻造企业调整经营思路。 锻造企业成本管控的核心挑战集中在原材料和生产制造成本上，原材料 成本占比最高，国内外锻造行业都在探索返回料的重复利用技术以降低 成本。 中航重机通过优化产线、扩张产能以及收购大型锻造公司等措施巩固其 龙头地位，并推动一体化交付转变，向上游延伸至原材料供应，向下游 拓展至精密加工业务。 Q&A 中航重 ...

1月26日，贵州省2026年两会启幕。在贵州省政协十三届四次会议开幕会之前，6位贵州省政协委员登 上"委员通道"，直面媒体提问，围绕科技创新、产业振兴、文旅融合等话题，分享履职实践，展望发展 路径。 冉兴强调："核心技术是要不来、买不来、讨不来的。"为此，中航重机积极构建"研究院+企业"创新体 系，提升产业链自主可控能力，在北京、西安、上海设立研究分院，填补了多项国内技术空白，打破了 国外技术垄断，获得国家科技进步奖二等奖、贵州省科技进步奖一等奖等多项荣誉。 展望"十五五"，中航重机将紧紧围绕国家战略需求与贵州发展布局，加快建设贵州省关键零部件实验 室、航空先进锻铸技术创新中心等高能级创新平台，破解科技成果转化难题；推动贵州大数据与高端装 备产业深度融合，实现产业数据化与数据产业化双向赋能；做强材料产业品牌，大力发展绿色高端再生 材料产业。 新材料工艺、农业增产、黔港澳同心、破解航空产业技术难题……"在2026年贵州省两会第一场"委员通 道"集体采访活动上，贵州省政协委员用发展成就与前景展望，勾勒出贵州高质量发展新路径。 从"追赶者"到"探路人" "我手里这一小块不起眼的黑磷，放在以前，是我省企业馋到眼红却啃 ...

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]

国投瑞银国家安全混合A（001838）基金经理为李轩。 截至发稿，李轩累计任职时间10年55天，现任基金资产总规模30.52亿元，任职期间最佳基金回报 67.43%， 任职期间最差基金回报-30.21%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从中航重机十大流通股东角度 数据显示，国投瑞银基金旗下1只基金位居中航重机十大流通股东。国投瑞银国家安全混合A （001838）三季度增持341.72万股，持有股数2017.13万股，占流通股的比例为1.3%。根据测算，今日 浮盈赚取约2017.13万元。 国投瑞银国家安全混合A（001838）成立日期2015年12月2日，最新规模22.97亿。今年以来收益 11.04%，同类排名1087/8843；近一年收益41.41%，同类排名2792/8096；成立以来收益63.8%。 1月22日，中航重机涨5.13%，截至发稿，报20.49元/股，成交6.07亿元，换手率1.95%，总市值320.37亿 元。 资料显示，中航重机股 ...

Market Overview - Major stock indices in the Asia-Pacific region showed mixed results, with the Shanghai Composite Index surpassing 4100 points, while Hong Kong's main indices were in the red [1] - The South Korean Composite Index broke through 4900 points for the first time, with Hyundai and Kia Motors both rising over 12% [1] - A-shares experienced a contraction in trading volume, with the Shanghai Composite Index up 0.29% and the Shenzhen Component Index up 0.09%, while the ChiNext Index fell by 0.7% [1][2] Trading Volume and Stock Performance - The total trading volume in the Shanghai and Shenzhen markets was 2.73 trillion yuan, a decrease of 324.3 billion yuan from the previous trading day [1] - Over 3500 stocks in the market rose, with 103 stocks hitting the daily limit [1] Sector Performance - The electric grid equipment sector showed strong performance throughout the day, with stocks like China West Electric, Dalian Electric Porcelain, and Guangdian Electric all hitting the daily limit [3] - The AVIC index opened high and saw all constituent stocks in the green, with AVIC Aircraft, AVIC Power, AVIC Control, and AVIC Technology all hitting the daily limit, while Hongdu Aviation rose nearly 9% [4][5] Hong Kong Market - The three major indices in Hong Kong collectively declined, with the Hang Seng Index and Hang Seng Technology Index both dropping over 1%, and the Hang Seng China Enterprises Index down over 0.8% [6] - Most tech stocks in Hong Kong fell, with Bilibili down over 7%, Alibaba and Alibaba Health down over 3%, and other companies like Kuaishou and JD Health down over 2% [6] Commodity Performance - Gold and silver prices reached new highs, with spot gold nearing $4700 and silver up over 3.6%, marking a year-to-date increase of over 30% [7] - The cryptocurrency market continued to decline, with Bitcoin dropping nearly 3% and over 250,000 individuals facing liquidation, totaling approximately $871 million [7]