以下数据及分析来自于前瞻产业研究院机场建设研究小组发布的《中国机场建设行业市场前瞻与投资可 行性分析报告》。 行业主要上市公司：上海建工(600170)、中国电建(601669)、中国建筑(601668)、中国交建(601800)、交 建股份(603815)、上海机场(600009)、海南机场(600515)、白云机场(600004)、深圳机场(000089)、厦门 空港(600897)等。 本文核心数据：中国机场建设市场规模;中国机场建设行业竞争格局 行业概况 1、机场建设定义及项目构成 转自：前瞻产业研究院 国际民航组织将机场(航空港)定义为：供航空器起飞、降落和地面活动而划定的一块地域或水域，包括 域内的各种建筑物和设备装置。机场建设包括机场选址、机场总体规划、机场工程初步设计、机场工程 施工图设计、机场建设实施、机场工程验收等内容。 根据《民用机场工程项目建设标准》，民用机场工程项目主要由机场生产主体设施、机场生产辅助设 施、机场地面交通及公用设施构成。各项设施主要包括： 2、产业链剖析 机场建设行业产业链上游主要为建设材料供应商和建筑设备供应商，中游主要参与者为机场建设企业， 另外还包括机场设计机构 ...

Group 1 - Major shareholder Han Yuanfu of Dayuan Pump Industry plans to reduce his stake by up to 3%, totaling no more than 5.595 million shares [1] - Hainan Highway, a shareholder of Haikou Group, intends to increase its stake in the company by no less than 40 million yuan and no more than 50 million yuan [2] - China Communications Construction Company signed new contracts worth 1.883672 trillion yuan in 2025, a year-on-year increase of 0.13% [3] Group 2 - The controlling shareholder of Quzhou Development proposed to repurchase shares worth between 100 million and 200 million yuan [4] - Shareholder Huang Song of Huibo Pu plans to reduce his stake by up to 1%, totaling no more than 1.3372 million shares [5] - The board secretary of Fusenmei has had his detention lifted and is now under investigation, allowing him to resume his duties [6] Group 3 - YN Holdings clarified that its investment target does not belong to the sectors of computing chip manufacturing, computing leasing, or cloud services [7] - Shareholder Euro Star Diamond plans to reduce its stake in Laishen Tongling by up to 3%, totaling no more than 1.029 million shares [8] - Shareholder Zhu Guangkui of Demar Technology plans to reduce his stake by up to 3%, totaling no more than 791.24 million shares [10] Group 4 - Newnow's subsidiary received approval for clinical trials of drug SYS6023 for breast cancer treatment [11] - Ruipubio plans to invest 295 million yuan to establish a merger and acquisition industry fund focusing on animal health and biomedicine [12] - Shareholder Ningbo Hutong plans to reduce its stake in Huitong Energy by up to 1%, totaling no more than 206.28 million shares [13] Group 5 - Chengda Bio's high-dose influenza virus vaccine has received approval for clinical trials [14] - Kang En Bei's subsidiaries participated in the national centralized procurement process, with selected drugs expected to generate 385 million yuan in sales in 2024 [15] - Weitang Industrial signed a strategic cooperation framework agreement with Amphenol to enhance product development and market collaboration [16] Group 6 - Terui De is the first candidate for a 137 million yuan EPC general contracting project [17] - Chen Zhan Optoelectronics plans to invest 650 million yuan to establish an overseas smart manufacturing base [19] - Zhang Yi Technology's AI short drama business revenue is expected to account for no more than 1% of total revenue in 2025 [20] Group 7 - Jiangshan Co. plans to reduce its stake by up to 3%, totaling no more than 4.3308 million shares [21] - Xie Chuang Data plans to procure servers from multiple suppliers, with a total expected expenditure of no more than 11 billion yuan [22] - Huaming Equipment is planning to issue H-shares and list on the Hong Kong Stock Exchange [23] Group 8 - Wenzhou Hongfeng plans to raise no more than 450 million yuan through a private placement for expansion projects [24] - Yingkerui plans to raise no more than 379 million yuan for various projects including smart power supply systems [25] - Jingrui Electric Materials plans to invest 600 million yuan to build a key materials base for the integrated circuit manufacturing industry [26] Group 9 - Beijing Bank's chairman resigned due to age [27] - Youkeshu's actual controller plans to increase his stake by no less than 50 million yuan and no more than 100 million yuan [28] - Hanbo High-tech's subsidiary plans to acquire assets to enter the wet electronic chemicals industry [29] Group 10 - Jia Mei Packaging clarified that its capital operations related to Magic Atom will be independent of the listed company [30] - International Composite Materials confirmed that electronic-grade glass fiber is a key raw material for PCBs [31] - Zhongyin Fashion plans to procure hardware simulation accelerators for 9.385 million USD [32] Group 11 - Haohai Biotechnology's shareholder plans to reduce his stake by up to 0.4337% [33] - United Optoelectronics plans to sign a framework contract with Lingzhi Cloud Creation for robot assembly services [34] - Qianfang Technology's major shareholder plans to reduce its stake by up to 1.5%, totaling no more than 2.36507 million shares [35] Group 12 - Xiamen Airport plans to acquire 100% of Zhaoxiang Technology for 1.193 billion yuan [36] - Tuoshan Heavy Industry plans to acquire 51% of Xin Kaiyuan for 219 million yuan [38] - Shenkai Co. plans to repurchase shares worth between 40 million and 80 million yuan [39] Group 13 - Hushun Co. plans to invest 3.3 billion yuan in a high-end PCB production project [40] - Zhengzhou Bank appointed Wang Sentao as vice president, pending regulatory approval [41]

Group 1 - Gold and silver prices experienced significant declines, with spot gold dropping to $4,890 per ounce, a decrease of 0.68%, and spot silver falling by 10.89% to $75.0942 per ounce [1] - China Shenhua's acquisition plan was approved, allowing the company to issue shares to purchase assets and raise up to 20 billion yuan, with a total transaction value of 133.598 billion yuan [6] - Double Good Energy received a regulatory warning after a social media post led to a surge in stock price, claiming new overseas orders for equipment used in SpaceX projects [4] Group 2 - Henan Jiachen Intelligent Control Co., Ltd. successfully passed the listing review, marking the fourth company from Henan to achieve this in two months [2] - Shenzhen released an "Artificial Intelligence + Advanced Manufacturing Action Plan" aiming to establish a national AI application pilot base by 2027 [8][9] - The automotive industry is facing new compliance guidelines to regulate pricing behaviors, aiming to maintain fair competition [12] Group 3 - Huaxia Bank reported a decline in net profit by 1.72% for the year 2025, with total profit down by 4.75% [21] - Xiamen Airport plans to acquire 100% of Zhaoxiang Technology for 1.193 billion yuan as part of its strategic transition with the new airport [24][25] - Chengdu-based aerospace company completed a D++ round financing of 5.037 billion yuan, indicating strong investor interest in the commercial space sector [16]

Mergers and Acquisitions - Huapei Power plans to acquire 100% equity of Meichuang Zhiguan through issuing convertible bonds and cash payment, with the transaction expected to be a related party transaction and a major asset restructuring [1] - Xiamen Airport intends to acquire 100% equity of Zhaoxiang Technology for a cash consideration of 1.193 billion yuan, constituting a related party transaction but not a major asset restructuring [2] - Zhongnan Culture is planning to acquire controlling interest in Jiangyin Sulong Thermal Power through issuing shares and cash, with the stock expected to be suspended for up to 10 trading days [3] Earnings Disclosure - Bio Valley expects a net profit attributable to shareholders of -55.8469 million yuan for 2025, with a revenue forecast of 433 million yuan, a year-on-year decline of 16.12% [4] - Zhuozhao Adhesive anticipates a net profit of 51.8926 million yuan for 2025, reflecting a year-on-year growth of 350.08%, with revenues expected to reach 379 million yuan, a 202.58% increase [5] - Feiyi Pharmaceutical forecasts a net profit of 50.3319 million yuan for 2025, a year-on-year increase of 1.34%, with revenues expected to be 288 million yuan, up 6.37% [6] Shareholding Changes - Fuda Alloy's controlling shareholder Wang Dawu plans to reduce his stake by up to 3% of the company's total shares, equating to a maximum of 4.0634 million shares [7] - Laisentongling's shareholder Oulu Star Diamond intends to reduce its stake by up to 3% through both centralized bidding and block trading [8] - Dayuan Pump's controlling shareholder's concerted actor Han Yuanfu plans to reduce his stake by up to 3%, amounting to 559.5 thousand shares [9] Risk Matters - Tongde Chemical has received a pre-litigation property preservation order from a court, with a request to freeze assets worth 30.0466 million yuan [10] - Digital China announced that 50% of the shares held by its controlling shareholder Guo Wei have been judicially frozen, affecting 7.73889 million shares, which is 10.68% of the total shares [11] - He Xin Instrument expects to face delisting risk warnings if its audited net profit is negative and revenue falls below 1 billion yuan for 2025 [12]

Group 1: Company Announcements - De Cai Co., Ltd. (德才股份) reported that Qi Xiang Infinite currently has no related business orders or revenue [1] - Shuangliang Energy (双良节能) has not directly cooperated with SpaceX [1] - Xiamen Airport (厦门空港) plans to acquire 100% equity of Zhaoxiang Technology for 1.193 billion yuan [1] - Shenke Co., Ltd. (申科股份) intends to repurchase shares worth between 40 million to 80 million yuan [1] - Cai Zhi Co., Ltd. (菜直股份) announced that Mingpai Industrial plans to reduce its holdings by no more than 3% [1] Group 2: Project Investments - Huadian Co., Ltd. (沪电股份) plans to invest 3.3 billion yuan in a new high-end printed circuit board production project [1] - Chengzhan Optoelectronics (宸展光电) intends to increase capital for its subsidiary and build an overseas intelligent manufacturing base [1] - Jiuding New Materials (九鼎新材) plans to invest in a special glass fiber winding mat technology renovation project [1] - Jingrui Electric Materials (晶瑞电材) aims to establish a comprehensive base for key materials supporting the integrated circuit manufacturing industry chain in the western region [1] - Penghui Energy (鹏辉能源) plans to invest 1.2 billion yuan in the production of 587Ah and 120Ah batteries [1] Group 3: Contract Awards - Terui De (特锐德) is expected to win a bid for a 137 million yuan renewable energy project [1] - *ST Songfa (ST松发) signed contracts for the construction of 17 vessels with Hengli Shipbuilding [1] Group 4: Financial Performance - Jinhua Co., Ltd. (金橙子) reported a net profit of 37.2647 million yuan for 2025, an increase of 22.20% year-on-year [1] - Hanghua Co., Ltd. (杭华股份) reported a net profit of 109 million yuan for 2025, a decrease of 21.97% year-on-year [1] - Huaxia Bank (华夏银行) reported a net profit attributable to shareholders of 27.2 billion yuan for 2025, a decrease of 1.72% year-on-year [1]

兆翔科技聚焦民航信息化、智慧物流及低碳转型等业务，是国家科改示范企业、国家高新技术企业，具 备较强盈利能力及大型枢纽机场核心生产系统自主研发能力，本次交易不仅能有效增强公司持续盈利水 平与抗风险能力，更将推动公司业务向民航智能化等新兴领域延伸拓展，提升公司核心竞争力与长期发 展潜力。 厦门空港（600897）(600897.SH)发布公告，公司拟以现金方式收购公司控股股东厦门翔业集团有限公 司(简称"翔业集团")的全资子公司厦门兆翔智能科技有限公司(简称"兆翔科技")100%股权，交易金额为 11.93亿元。本次交易完成后，兆翔科技将成为公司的全资子公司并纳入合并报表范围。 ...

Core Viewpoint - Xiamen Airport (600897.SH) plans to acquire 100% equity of its controlling shareholder Xiamen Xiangye Group's wholly-owned subsidiary, Xiamen Zhaoxiang Intelligent Technology Co., Ltd., for a cash consideration of 1.193 billion yuan [1] Group 1: Acquisition Details - The transaction amount for the acquisition is 1.193 billion yuan [1] - Upon completion of the transaction, Zhaoxiang Technology will become a wholly-owned subsidiary of the company and will be included in the consolidated financial statements [1] Group 2: Business Focus and Benefits - Zhaoxiang Technology focuses on civil aviation information technology, smart logistics, and low-carbon transformation [1] - The company is recognized as a national science and technology reform demonstration enterprise and a national high-tech enterprise, indicating strong profitability and independent R&D capabilities for core production systems at large hub airports [1] - This acquisition is expected to enhance the company's sustainable profitability and risk resistance, while also expanding its business into emerging fields such as civil aviation intelligence, thereby improving its core competitiveness and long-term development potential [1]

RSM 容诚 审计报告 厦门兆翔智能科技有限公司 容诚审字|2026]361Z0046号 在您计期度各所 容诚会计师事务所(特殊普通合伙) 中国 · 北京 _ _ | . | 求 | . | | --- | --- | --- | | 1 | | | | 序号 | 内 | 容 | 页码 | | --- | --- | --- | --- | | 1 | 审计报告 | | 1-3 | | 2 | 资产负债表 | | 1 | | 3 | 利润表 | | 2 | | 4 | 现金流量表 | | 3 | | 5 | 所有者权益变动表 | | 4 | | 6 | 财务报表附注 | | 5 - 72 | 容诚审字[2026]361Z0046号 厦门兆翔智能科技有限公司: 一、审计意见 我们审计了厦门兆翔智能科技有限公司〈以下简称兆翔科技公司〉财务报表, 包括 2025 年 9 月 30 日、2024 年 12 月 31 日的资产负债表，2025 年 1-9 月、2024 年度的利润表、现金流量表、所有者权益变动表以及相关财务报表附注。 我们认为，后附的财务报表在所有重大方面按照企业会计准则的规定编制， 公允反映了兆翔科技 ...

格隆汇2月12日丨厦门空港(600897.SH)公布，2026年2月12日，公司与翔业集团签署《元翔（厦门）国 际航空港股份有限公司与厦门翔业集团有限公司关于厦门兆翔智能科技有限公司之股权转让协议》，公 司以自有资金收购翔业集团持有的兆翔科技100%股权。本次交易完成后，兆翔科技将成为公司的全资 子公司并纳入合并报表范围。本次交易金额为人民币119,300.00万元，与账面值相比的溢价为 228.58%。 根据厦门市规划部署，厦门翔安国际机场计划于2026年底正式投入使用，厦门空港所运营的厦门高崎国 际机场将同步关闭，届时不再作为民用运输机场使用。根据相关政府主管部门的批复，翔安国际机场的 立项、建设主体均为公司控股股东翔业集团，相关资产的所有权人亦为翔业集团。新机场转场后，翔安 国际机场是否由上市公司运营，尚在研究论证阶段。 为积极应对新机场转场后上市公司机场主业持续经营存在的不确定性，同时积极响应国家鼓励上市公司 向新质生产力方向实施转型升级的号召，紧密围绕航空产业链开展新业务布局，公司拟以自有资金收购 公司控股股东翔业集团旗下优质资产兆翔科技100%股权。 兆翔科技聚焦民航信息化、智慧物流及低碳转型等业 ...

证券代码：600897 证券简称：厦门空港 公告编号：2026-004 元翔（厦门）国际航空港股份有限公司 关于购买厦门兆翔智能科技有限公司 100%股权 暨关联交易的公告 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。 重要内容提示： 元翔（厦门）国际航空港股份有限公司（以下简称"公司"）拟以现金 方式收购公司控股股东厦门翔业集团有限公司（以下简称"翔业集团"）的全资 子公司厦门兆翔智能科技有限公司（以下简称"兆翔科技"或"标的公司"）100% 股权（以下简称"本次交易"），交易金额为人民币 119,300.00 万元。本次交 易完成后，兆翔科技将成为公司的全资子公司并纳入合并报表范围。 本次交易构成关联交易。 本次交易不构成重大资产重组。 本次交易尚需提交公司股东会审批。本次股权收购事项最终能否顺利 完成尚存在不确定性，敬请广大投资者理性投资，注意投资风险。 过去 12 个月与同一关联人以及与不同关联人之间均未发生购买资产类 关联交易事项。 其它需要提醒投资者重点关注的风险事项：厦门翔安国际机场正式投入 使用后，公司所运营 ...