南方财经12月9日电，南财投研通数据显示，12月8日，券商给予上市公司目标价共11次，按最新收盘价 计算，目标价涨幅排名居前的公司有火炬电子、新乳业、亚钾国际，目标价涨幅分别为47.38%、 41.69%、38.08%，分别属于军工电子、饮料乳品、农化制品行业。从券商推荐家数来看，12月8日有23 家上市公司得到券商推荐，其中亚钾国际获得2家推荐，维信诺、威海广泰获得1家推荐。查看原文：23 股获推荐，火炬电子、新乳业目标价涨幅超40%丨券商评级观察刚刚 ...

Investment Rating - The report maintains an "Overweight" rating for the industry [5]. Core Viewpoints - The commercial aerospace sector is experiencing significant catalytic growth, leading to a substantial increase in industry prosperity [8][17]. - The establishment of a dedicated Commercial Aerospace Administration by the China National Space Administration marks a new phase in the development of commercial aerospace, enhancing stability and transparency in the industry [21]. - The successful launch of the Zhuque-3 reusable rocket signifies a breakthrough in China's commercial liquid rocket capabilities, supporting satellite internet and commercial remote sensing needs [10][21]. Summary by Sections Industry Overview - The industry comprises 142 listed companies with a total market capitalization of 2,915.34 billion yuan and a circulating market value of 2,530.17 billion yuan [2]. Key Developments - The Zhuque-3 rocket's successful launch on December 3, 2025, represents a critical milestone in the commercial aerospace sector, enabling a payload capacity of over 20 tons and reducing launch costs significantly [10][25]. - The 2025 China (Zhengzhou) Military Technology Information and Equipment Expo highlights advancements in military technology and the integration of civilian and military sectors [13][26]. Focus Areas - **Aerospace Equipment**: The Civil Aviation Administration is seeking opinions on emergency medical equipment for large aircraft, indicating a focus on enhancing safety standards [11][23]. - **Military Electronics**: Companies such as Gaode Infrared and Tianjian Technology are highlighted as key players in the military electronics sector [19][22]. - **Nuclear Equipment**: China and France are enhancing cooperation in the peaceful use of nuclear energy, focusing on technology innovation and safety [30][32]. Market Performance - The defense and military industry index rose by 2.82% in the past week, outperforming other major indices [33][38]. - The current PE (TTM) for the defense and military industry is 69.3 times, with aerospace equipment at 73.6 times and space equipment at 317.8 times, indicating high investor interest [39][44].

证券日报网讯12月4日，火炬电子（603678）在互动平台回答投资者提问时表示，公司在稳固核心客户 群体的基础上，积极拓展新领域，在国际贸易板块引入优质产品线，持续做大规模，导致报告期内合同 负债同比出现了较为明显的变动。 ...

（编辑 楚丽君） 证券日报网讯 12月4日，火炬电子在互动平台回答投资者提问时表示，公司始终坚信自身基本面与长期 价值，二级市场股价波动受多种因素影响，但管理层与股东利益深度绑定，公司会全力以赴推进各项业 务落地，用实际行动彰显公司价值，维护股东利益。 ...

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： ● 担保对象及基本情况 ■ ● 累计担保情况 ■ 为满足上海紫华光持续稳定的业务经营需求，保障其与供应商的交易顺利进行，福建火炬电子科技股份 有限公司（以下简称"火炬电子"、"公司"）下属全资子公司苏州雷度电子有限公司于2025年11月25日与 上海紫华光供应商签订《最高额保证合同》，为上海紫华光在2025年11月1日至2025年12月31日期间与 该供应商的业务提供主债权最高限额人民币500万元及实现债权的其他应付费用之和的连带责任担保。 （二）内部决策程序 公司分别于2025年3月20日、2025年4月11日召开第六届董事会第二十次会议、2024年年度股东大会，审 议通过《关于2025年度公司及所属子公司申请授信及提供担保的议案》，于2025年8月21日、2025年9月 8日召开第六届董事会第二十四次会议、2025年第一次临时股东大会，审议通过《关于新增2025年度担 保额度的议案》。公司2025年度计划为所属子公司银行综合授信提供不超过22.51亿元人民币的 ...

证券代码：603678 证券简称：火炬电子 公告编号：2025-076 福建火炬电子科技股份有限公司 关于为控股子公司提供担保的进展公告(五) 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。 一、担保情况概述 （一） 担保的基本情况 为满足上海紫华光持续稳定的业务经营需求，保障其与供应商的交易顺利进 行，福建火炬电子科技股份有限公司（以下简称"火炬电子"、"公司"）下属全 资子公司苏州雷度电子有限公司于 2025 年 11 月 25 日与上海紫华光供应商签订 《最高额保证合同》，为上海紫华光在 2025 年 11 月 1 日至 2025 年 12 月 31 日期 间与该供应商的业务提供主债权最高限额人民币 500 万元及实现债权的其他应 付费用之和的连带责任担保。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 | | 下简称"上海紫华光"） | 上海紫华光电子科技有限公司（以 | | --- | --- | --- | --- | --- | --- | | | | 本次担保金额 | 500 | 万元 | | ...

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]

近日，福建省新发布6个项目为2025年福建省工业互联网技术创新重点攻关及产业化项目。至今，福建 省累计发布10个工业互联网技术创新重点攻关及产业化项目。名单显示，2025年福建省工业互联网技术 创新重点攻关及产业化项目包括：福建佰孟医学科技有限公司牵头实施的"融合AI视觉与分子诊断的禽 蛋安全品质智能检测平台研制"、福建火炬电子科技股份有限公司牵头实施的"基于人工智能和可信数据 空间的网络黑客主动甄别与联防封阻服务平台"、泉州信息工程学院牵头实施的"模块化智能柔性生产综 合管理系统研发及产业化"、联通（福建）产业互联网有限公司牵头实施的"基于纺纱生产全场景智能预 测与优化解决方案-纺纱智能体"、福建辅布司纺织有限公司牵头实施的"经编花边图案智能生成系统研 发及产业化"、福建龙钢新型材料有限公司牵头实施的"福建龙钢智慧能源管理平台"。 ...

Core Viewpoint - Torch Electronics (603678) is focusing on the application of its new material products in specialized fields such as aerospace, aviation, and nuclear industries, while also exploring opportunities in commercial aerospace and low-altitude economy sectors [1] Group 1 - The company's new material products are primarily intended for use in specialized scenarios [1] - Applications in commercial aerospace are currently in the verification stage [1] - The company plans to closely monitor and actively expand its supply chain applications in emerging technology industries [1]

证券日报网讯火炬电子（603678）11月21日在互动平台回答投资者提问时表示，公司密切关注市场动 态，产品价格基于成本压力、产品结构及客户合作情况动态波动。 ...