天眼查商业履历信息显示，北京元六鸿远电子科技股份有限公司，成立于2001年，位于北京市，是一家 以从事批发业为主的企业。企业注册资本23108.0892万人民币，实缴资本12000万人民币。公司法定代 表人为郑红。 据交易所数据显示，截至2025年12月5日收盘，鸿远电子（603267）报收于48.06元，上涨1.5%，换手率 1.91%，成交量4.42万手，成交金额2.11亿元。 资金流向方面，今日主力资金净流入1833.37万元，占比成交额8.68%。其中，超大单净流出496.77万 元、占成交额2.35%，大单净流入2330.14万元、占成交额11.04%，中单净流出流出997.67万元、占成交 额4.73%，小单净流出835.70万元、占成交额3.96%。 鸿远电子最新一期业绩显示，截至2025三季报，公司营业总收入14.27亿元、同比增长22.27%，归属净 利润2.22亿元，同比增长74.56%，扣非净利润2.10亿元，同比增长70.76%，流动比率4.898、速动比率 4.025、资产负债率18.88%。 通过天眼查大数据分析，北京元六鸿远电子科技股份有限公司共对外投资了14家企业，参与招投标项 ...

证券代码：603267 证券简称：鸿远电子 公告编号：临2025-052 北京元六鸿远电子科技股份有限公司 关于变更办公地址的公告 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。 北京元六鸿远电子科技股份有限公司（以下简称"公司"）在北京市新增一处办公地点，总部主要办公地 址发生变更，公司董事会秘书、证券事务代表联系地址等同步变更。为便于投资者与公司沟通交流，做 好投资者关系管理工作，现将变更具体情况公告如下： ■ 除上述变更外，公司网址、投资者热线、传真、投资者邮箱等其他联系方式保持不变，具体情况如下： 公司网址：www.yldz.com.cn 投资者热线：010-52270567、010-89237777 传真：010-52270569 投资者邮箱：603267@yldz.com.cn 联系地址：北京市丰台区智成北街6号院1号楼 邮政编码：100070 敬请广大投资者注意上述变更事项，若由此造成不便，敬请谅解。 特此公告。 北京元六鸿远电子科技股份有限公司董事会 2025年12月2日 ...

证券日报网讯 12月1日晚间，鸿远电子发布公告称，总部主要办公地址由"北京市大兴区中关村科技园 区大兴生物医药产业基地天贵街1号"变更为"北京市丰台区智成北街6号院1号楼"，邮政编码由102600变 更为100070，公司网址、投资者热线、传真、投资者邮箱等其他联系方式保持不变。 （文章来源：证券日报） ...

证券代码：603267 证券简称：鸿远电子 公告编号：临 2025-052 北京元六鸿远电子科技股份有限公司 关于变更办公地址的公告 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。 北京元六鸿远电子科技股份有限公司（以下简称"公司"）在北京市新增一 处办公地点，总部主要办公地址发生变更，公司董事会秘书、证券事务代表联系 地址等同步变更。为便于投资者与公司沟通交流，做好投资者关系管理工作，现 将变更具体情况公告如下： | 项目 | 变更前 | 变更后 | | | --- | --- | --- | --- | | 办公地址 | 北京市大兴区中关村科技园区大兴生 | 北京市丰台区智成北街 号院 6 | 1 | | | 物医药产业基地天贵街 号 1 | 号楼 | | | 邮政编码 | 102600 | 100070 | | 除上述变更外，公司网址、投资者热线、传真、投资者邮箱等其他联系方式 保持不变，具体情况如下： 公司网址：www.yldz.com.cn 传真：010-52270569 投资者邮箱：603267@yldz.com. ...

增长动力溯源：高毛利能持续多久？ 翻开利润表，最刺眼的数字无疑是45.49%的销售毛利率，以及同比25.14个百分点的惊人提升。 | 盈利能力指标 | | | | --- | --- | --- | | 销售净利率 | 15.54% | 42.44% | | 销售毛利率 | 45.49% | 25.14% | | 争资产收益率 | 5.14% | 69.08% | 2025年第三季度， 鸿远电子 交出了一份让多数同行瞩目的成绩单。2.22亿元的净利润，同比增长 75%，这犹如平静湖面投下的一颗巨石。而高达45.49%的销售毛利率，在制造业中更显得鹤立鸡群。 对于一家主营业务扎根于瓷介电容器、滤波器、微控制器等电子元器件的企业而言，如此之高的毛利率 水平，通常指向两种可能：一是产品具备极强的技术壁垒或市场独占性；二是成本控制达到了极致。 鸿远手握《武器装备科研生产许可证》和《装备承制单位注册证书》，其多层瓷介电容器国军标生产线 通过了严苛认证。 这解释了其产品的"护城河"——军工品质意味着更高的可靠性要求和更复杂的认证流程，自然能支撑更 高溢价。 公司积极参与商业航天领域标准制定，已占据一定市场份额，这或许是其 ...

Investment Rating - The report maintains an "Outperform" rating for the defense and military industry [5] Core Insights - The establishment of the Commercial Space Administration by the National Space Administration signifies a dedicated regulatory body for the commercial space industry, which is expected to drive high-quality development and benefit the entire industry chain [2][37] - The low-altitude economy is entering a phase of accelerated commercialization, with significant policy support and new product development, indicating a promising growth trajectory [3][36] - The defense and military sector is projected to experience sustained growth due to the execution of backlog orders from the 14th Five-Year Plan and the introduction of new orders under the 15th Five-Year Plan [3][38] Summary by Sections Market Review - The defense and military index rose by 2.85% last week, ranking 14th among 31 primary industries [1][13] - The current PE (TTM) for the defense and military sector is 77.60 times, with aerospace equipment at 305.61 times and military electronics at 106.55 times [1][22] Key Recommendations - Recommended companies include: 1. Downstream manufacturers: AVIC Chengfei, Hongdu Aviation, AVIC Shenyang, AVIC Xifei 2. New military technologies: Lianchuang Optoelectronics, Guangqi Technology, Zhongjian Technology 3. Underwater equipment: Yaxing Anchor Chain, Zhongke Haixun, Changying Tong 4. Missile industry chain: Feili Hua, Guoke Military Industry, Zhongbing Hongjian 5. Military titanium materials: Western Superconducting 6. Electronic components: Hongyuan Electronics, Aerospace Electric [4][40][41][42][43][44][45][46] Industry Dynamics - The National Space Administration's action plan for commercial space development aims for a significant expansion of the industry by 2027, enhancing innovation and resource utilization [2][37] - The low-altitude economy is being bolstered by new regulations and infrastructure developments, with a focus on safety and efficiency in low-altitude flight activities [3][34][36]

Core Viewpoint - The company is actively positioning itself in strategic emerging industries such as commercial aerospace and low-altitude economy, focusing on new market trends and continuously optimizing its business layout to strengthen its core competitiveness [1] Group 1 - The company is engaged in strategic emerging industries [1] - The company is closely monitoring dynamics and trends in new markets and fields [1] - The company aims to continuously optimize its business layout [1]

格隆汇11月27日丨鸿远电子(603267.SH)在互动平台表示，公司积极布局商业航天、低空经济等战略性 新兴产业领域，通过密切关注新市场、新领域的动态和趋势，持续优化业务布局，夯实核心竞争力。 ...

Investment Rating - The report maintains a "Positive" investment rating for the defense and military industry [5] Core Viewpoints - The uncertainty in the Asia-Pacific situation is increasing, which may accelerate the equipment construction in China, focusing on new combat capabilities [2][12] - China's high-end aviation equipment showcased at the Dubai Airshow is expected to further expand the military trade market [12][15] - The Fujian aircraft carrier has conducted its first live training at sea, indicating a significant advancement in operational capabilities and technology [12][18] - The report emphasizes the importance of domestic demand for new combat capabilities and military trade as key growth areas [19] Summary by Sections Investment Suggestions and Targets - The report highlights various investment targets across different segments, including: - Engine and fuel chain: Companies like Xi'an Aero Engine (600893), Western Superconducting (688122), and others [19][20] - New quality and domains: Companies such as Aerospace Electronics (600879), Haige Communication (002465), and others [19][20] - Military electronics: Companies like Aerospace Electric (002025), Zhonghang Optical (002179), and others [19][20] - Military trade and main equipment: Companies such as AVIC Shenyang Aircraft (600760), AVIC Chengfei (302132), and others [19][20] Industry News and Market Performance - The report notes that the defense and military industry index has outperformed the broader market, with a decline of only -1.72% compared to the Shanghai Composite Index's -3.90% [22][25] - The report provides a detailed analysis of weekly market performance, indicating that the defense and military sector remains resilient amid broader market declines [22][25] Key Events and Developments - The report outlines significant recent events, including: - The U.S. government approved a new round of arms sales to Japan, which may heighten regional tensions and prompt China to expedite its military equipment development [12][9] - The successful live training of the Fujian aircraft carrier, showcasing advanced operational capabilities [12][18] - The participation of Chinese high-end military equipment in international exhibitions, enhancing China's presence in the global military trade market [12][15]

Group 1 - The core viewpoint of the articles highlights significant changes in stock ratings and target prices for various companies, with notable increases for Wan Feng Ao Wei, Guang Xun Technology, and Tai Chen Guang [1] - Wan Feng Ao Wei's target price increased by 89.64%, Guang Xun Technology by 81.99%, and Tai Chen Guang by 71.51%, all within the automotive parts and communication equipment sectors [1] - A total of 408 companies received broker recommendations during the period, with Yili receiving 5 recommendations, and Top Group and United Imaging Medical receiving 4 each [1] Group 2 - Three companies had their ratings upgraded, including Huadong Heavy Machine from "Hold" to "Buy" by Caixin Securities, Sinopec from "Add" to "Buy" by Huatai Securities, and Hongyuan Electronics from "Add" to "Buy" by CITIC Securities [1] - Seven companies had their ratings downgraded, including Solar Energy from "Strong Buy" to "Recommended" by Huachuang Securities, Source Technology from "Buy" to "Add" by Western Securities, and Titan Technology from "Strong Buy" to "Recommended" by Huachuang Securities [1] - During the same period, 77 instances of first-time coverage were reported, with Delijia receiving an "Outperform" rating from Guosen Securities, and YTO Express, Yanjiang Co., and Far East Co. receiving "Add" or "Buy" ratings from various brokers [2]