格隆汇2月1日丨中航高科(600862.SH)公告，截至2026年1月30日，公司通过集中竞价交易方式累计回购 公司A股股份3,580,800股，占公司截至本公告日总股本的0.2570%，回购最高价格人民币27.61元/股，回 购最低价格人民币24.15元/股，使用资金总额人民币92,905,722元(不含交易费用)。上述回购进展符合相 关法律法规、规范性文件的规定及公司本次回购股份方案的要求。 MACD金叉信号形成，这些股涨势不错！ ...

证券代码：600862 证券简称：中航高科 公告编号：临 2026-003 号 中航航空高科技股份有限公司 关于股份回购进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/4/26，由董事长提议 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 4 4 | 28 | 日~2026 | 年 | 月 | 日 27 | | 预计回购金额 | 10,000.00万元~20,000.00万元 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 3,580,800股 | | | | | | | 累计已回购股数占总股本比例 | 0.2570% | | | | | | | 累计已回购金额 | 92,905,722元 ...

每经头条（nbdtoutiao）——特朗普大动作，金价30小时暴跌670美元！此前两周狂飙21%，也与他有 关！后市怎么走？各大机构表态，专家解读 （记者 王晓波） 每经AI快讯，中航高科2月1日晚间发布公告称，截至2026年1月30日，公司通过集中竞价交易方式累计 回购公司A股股份约358万股，占公司截至本公告日总股本的0.257%，回购最高价格人民币27.61元/股， 回购最低价格人民币24.15元/股，使用资金总额人民币约9291万元。 ...

东吴证券指出，2025年12月17日，SpaceX正式启动上市"静默期"，目标于2026年中后期完成IPO，募资 超300亿美元，计划将部分资金用于开发基于太空的数据中心。截至2025年12月，蓝箭航天、天兵科 技、星河动力、中科宇航等头部企业已全部启动科创板IPO辅导。中美有望借助资本市场的力量，加速 推动商业航天领域的发展。建议关注SpaceX相关标的、火箭端卫星端、以及太空算力/太空光伏四大赛 道。 航空航天ETF（159227）紧密跟踪国证航天指数，覆盖航空装备、航天装备、卫星导航、新材料等关键 产业链环节，商业航天概念权重占比高达70%。前十大重仓股中包含了航天发展、中国卫星、航天电 子、中航机载、中航高科等行业龙头。 份额方面，航空航天ETF近1周份额增长1.70亿份，实现显著增长。资金流入方面，航空航天ETF最新资 金净流入1.31亿元。拉长时间看，近5个交易日内有4日资金净流入，合计"吸金"4.44亿元，日均净流入 达8883.02万元。 商业航天催化不断，消息面上，中国航天科技集团未来将实施商业运载能力提升工程，研制具备国际竞 争力的商业运载火箭，实现航班化运输。可重复使用商业火箭方面，形成 ...

航空航天ETF(159227)：紧密跟踪国证航天指数，成分股覆盖战斗机、航空发动机、火箭、导弹、卫 星、雷达等全产业链龙头，完美契合"空天一体"的战略方向，涵盖大飞机、商业航天、低空经济等新兴 领域，商业航天含量高达70.19%。前十大重仓股中包含了航天发展、中国卫星、航天电子、中航机 载、中航高科等行业龙头。 （文章来源：每日经济新闻） 1月27日，A股三大指数涨跌不一，航空航天ETF（159227）午后强势拉升，截至13:25，涨幅1.63%，成 交额已达3.39亿元，稳居同类第一，持仓股航发科技涨停，三角防务涨超10%，航亚科技、航发控制、 航发动力均涨超7%，航材股份、雷电微力、航天发展等跟涨。 消息面上，中国科学院大学星际航行学院1月27日正式揭牌成立，是我国首个星际航行学院，将聚焦星 际推进、深空通信导航、空间科学等前沿领域，培育兼具扎实功底、战略视野与家国担当的紧缺复合型 人才。 东兴证券指出，"十五五"时期，商业航天将成为国内推动新质生产力和科技高质量发展的重要引擎。为 了抢占宝贵的轨道和频谱资源，2026年我国星座卫星发射数量有望进一步加速增长；民营商业火箭公司 有望深入参与，成为国家队的有 ...

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]

证券日报网讯1月23日，中航高科（600862）在互动平台回答投资者提问时表示，公司将按计划参加与 主营业务紧密相关的航空及相关领域的展会活动，敬请关注后续进展信息。 ...

36氪获悉，华创证券研报称，我国商用航空发动机市场潜力巨大。测算未来20年，中国商用航空发动机 总规模将超过2.6万亿元，简单年化超1300亿元规模；而售后市场进一步打开天花板，预计约千亿规模/ 年；两者合计达到2400亿元/年。建议关注国产商发产业链三条线索，其一是核心配套商，关注航发动 力、航发科技、航发控制；其二是高温合金等基础件供应商，继续推荐应流股份，关注万泽股份、航亚 科技、航宇科技；其三是原材料供应商，关注中航高科。 ...

Investment Rating - The report maintains a recommendation for the commercial aviation engine industry, indicating a positive investment outlook [1]. Core Insights - The commercial aviation engine is referred to as the "crown jewel" of modern industry, with engines accounting for approximately 25% of the total value of commercial aircraft [4][20]. - The report emphasizes the significant growth potential of China's commercial aviation engine market, projecting a total market size exceeding 2.6 trillion yuan over the next 20 years, with an annualized scale of over 130 billion yuan [5][11]. - The commercial aviation engine supply chain is characterized by high barriers to entry, with a global oligopoly dominated by a few major manufacturers [5][6]. Summary by Sections Industry Overview - The report introduces the commercial aviation engine as a critical component of modern industrial capabilities, highlighting China's reliance on imported engines and the low marketization rate of domestic engines, which is less than 1% [4][21]. Commercial Aviation Engine Analysis - The structure of commercial aviation engines includes key components such as fans, compressors, combustion chambers, and turbines, with the hot section being the most critical and challenging to manufacture [26][33]. - The aftermarket services for engines can generate revenues up to four times the initial sale price, indicating a lucrative long-term profit potential [4][18]. Business Model Exploration - The primary manufacturers operate under a "super blade + long-term blade" profit model, leveraging significant discounts on initial sales to capture market share while securing long-term service contracts for profitability [5][6]. - Suppliers in the engine manufacturing chain are positioned as "hidden champions," benefiting from high entry barriers and the need for extensive certification processes [5][6]. Global Valuation Perspective - The average price-to-earnings (PE) ratio for major engine manufacturers is reported at 30.2 times, with leading companies like GE Aerospace at 42 times, indicating robust valuation metrics driven by order backlog and aftermarket growth [5][6]. - Core suppliers exhibit an even higher average PE of 68.5 times, reflecting their scarcity and stable demand characteristics [5][6]. China's Commercial Aviation Engine Market - The report highlights the Longjiang series of engines as a key initiative to reduce reliance on foreign technology and enhance domestic capabilities [5][11]. - The projected growth of the Chinese aviation market is supported by forecasts indicating a compound annual growth rate (CAGR) of 4.4% from 2024 to 2044, with expectations of 10,175 aircraft by 2044 [5][11]. Investment Recommendations - The report suggests focusing on three key areas within the domestic aviation engine supply chain: core component suppliers, high-temperature alloy manufacturers, and raw material suppliers [5][11].

1月22日，中航高科涨5.09%，截至发稿，报26.42元/股，成交14.60亿元，换手率4.04%，总市值368.04 亿元。 资料显示，中航航空高科技股份有限公司位于江苏省南通市永和路1号，成立日期1988年12月21日，上 市日期1994年5月20日，公司主营业务涉及航空新材料和数控机床及航空专用装备的研发、生产与销 售。主营业务收入构成为：航空新材料97.69%，租赁业务1.16%，航空相关设备0.60%，其他0.32%，金 属切削机床0.22%，高铁设备、配件0.00%。 截至发稿，王乐乐累计任职时间10年169天，现任基金资产总规模432.32亿元，任职期间最佳基金回报 159.7%， 任职期间最差基金回报-97.19%。 牛志冬累计任职时间10年258天，现任基金资产总规模183.09亿元，任职期间最佳基金回报146.4%， 任 职期间最差基金回报-88.81%。 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。 责任编辑：小浪快报 从中航高科十大流通股东角度 ...