（编辑 王雪儿） 证券日报网讯 航天科技8月26日在互动平台回答投资者提问时表示，公司航天应用产品主要以加速度传 感器、精密制造、航天辅材、测试测控设备为主。目前公司加速度传感器等少量产品配套国家载人航天 工程和探月工程任务。 ...

Core Viewpoint - Aerospace Engineering's stock price experienced a decline on August 12, closing at 18.53 yuan, down 0.36 yuan or 1.91% from the previous trading day [1] Group 1: Stock Performance - The stock reached a high of 19.36 yuan and a low of 18.49 yuan during the trading session, with a total price fluctuation of 4.61% [1] - The trading volume for the day was 91,838 lots, with a total transaction value of 172 million yuan, resulting in a turnover rate of 1.71% [1] Group 2: Company Overview - Aerospace Engineering operates in the professional services sector, focusing on industrial gases, carbon trading, and hydrogen energy [1] - The company is registered in Beijing and currently has a total market capitalization of 9.932 billion yuan, with a dynamic price-to-earnings ratio of 73.33 times [1] Group 3: Market Activity - During the early trading session on August 12, the stock experienced a rapid pullback, with a decline exceeding 2% within the first five minutes, and a transaction amount reaching 49.1 million yuan at that time [1] - The net outflow of main funds for the day was 17.557 million yuan, accounting for 0.18% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 12.5474 million yuan [1]

天眼查资料显示，航天长征化学工程股份有限公司，成立于2007年，位于北京市，是一家以从事专用设 备制造业为主的企业。企业注册资本53599万人民币。通过天眼查大数据分析，航天长征化学工程股份 有限公司共对外投资了5家企业，参与招投标项目1865次，财产线索方面有商标信息43条，专利信息532 条，此外企业还拥有行政许可20个。 专利摘要显示，本发明公开了一种适应高压低负荷和频繁启停的电解制氢系统和方法，该系统包括：电 解槽(1)；氧气分离器(2)、氧气冷却器(4)、氧气捕滴器(6)、脱氢器(8)、氧气循环压缩机(10)、氧气分离 器(2)依次连接构成循环；氢气分离器(3)、氢气冷却器(5)、氢气捕滴器(7)、脱氧器(9)、氢气循环压缩机 (11)、氢气分离器(3)依次连接构成循环，还包括碱液处理设备。本发明提供的方案中可以将电解槽产生 的氧气经过脱氢处理后返回氧气分离器，将电解槽产生的氢气经过脱氧处理后返回氢气分离器，从而降 低氧中氢和氢中氧的比例，避免系统在高压和低负荷运行时，氧中氢或氢中氧的比例超标，从而造成系 统联锁停车无法运行。 金融界2025年8月9日消息，国家知识产权局信息显示，航天长征化学工程股 ...

证券代码：603698 证券简称：航天工程 公告编号：2025-016 航天长征化学工程股份有限公司 关于项目中标的公告 5.中标人：航天长征化学工程股份有限公司 6.中标价格：239,180.00(万元) 7.工期：740 日历天 8.质量：符合设计文件、现行国家有关工程施工质量验收规范、标准等要求 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。 航天长征化学工程股份有限公司（以下简称公司）近日收到中标通知书，确 认公司作为承包人/牵头人中标陕煤集团榆林化学有限责任公司 1500 万吨/年煤 炭分质清洁高效转化示范项目烯烃、芳烃及深加工工程一阶段项目煤气化装置 EPC 工程总承包。相关情况具体如下： 一、中标项目主要情况 1.项目名称：陕煤集团榆林化学有限责任公司 1500 万吨/年煤炭分质清洁高 效转化示范项目烯烃、芳烃及深加工工程一阶段项目煤气化装置 EPC 工程总承包 2.招标人：陕煤集团榆林化学有限责任公司 3.中标范围：1500 万吨/年煤炭分质清洁高效转化示范项目烯烃、芳烃及深 加工工程一阶段项目煤气化装置 EP ...

Core Viewpoint - The company has been awarded a contract for a significant project in the coal chemical industry, which is expected to positively impact its operational performance [1] Group 1: Project Details - The company received a bid notification confirming its role as the contractor for the Shaanxi Coal Group's Yulin Chemical Co., Ltd. project, which involves a 15 million tons/year coal-to-chemical clean conversion demonstration project [1] - The total contract value is 2.392 billion yuan, with a project duration of 740 calendar days [1] - The project is located in the Yushen Industrial Park, Dabaodang Town, Shenmu City, Shaanxi Province [1] Group 2: Project Scope - The first phase of the project includes the construction of a 5.6 million tons/year methanol production facility, a 1.48 million tons/year methanol-to-olefins unit, and downstream deep processing facilities [1] - The project aims to produce a total of 2.77 million tons/year of eight types of products, including polyethylene, polypropylene, EVA, and SAP [1] - Successful implementation of this project is anticipated to have a positive impact on the company's financial performance [1]

Core Viewpoint - The Tianzhou-8 cargo spacecraft successfully re-entered the atmosphere on July 9, 2025, with most components incinerated during re-entry, and a small amount of debris landing in a designated safe sea area [1] Group 1: Mission Details - The Tianzhou-8 cargo spacecraft was launched on November 15, 2024, from the Wenchang Space Launch Site [1] - The spacecraft carried supplies for astronauts, including consumables for on-orbit stay, propellant, and experimental devices [1]

Core Viewpoint - The company is committed to driving high-quality development in coal gasification technology through technological innovation, focusing on green and digital transformation in response to new industry challenges and opportunities [1] Group 1: Coal Gasification Technology Development - The company has made significant advancements in coal gasification technology, achieving international leading levels with large-scale, high-pressure, and semi-waste gasification technologies [2] - Since the launch of its 1000-ton gasifier in 2008, the company has broken international technology monopolies and expanded its technology to a 4000-ton scale, increasing pressure from 4.0 MPa to 6.5 MPa, thereby enhancing gasification efficiency [2] - The company has signed contracts for 78 projects, totaling 187 gasifiers, with an average operational cycle of 331 days for gasifiers and 412 days for burners, and a record operational duration exceeding 1141 days [2] Group 2: Technological Achievements - The Haoyuan Phase V project has achieved over 650 days of stable operation, addressing issues related to radiation waste boiler steam decay and demonstrating strong innovation with independent intellectual property rights [3] - The 3500-ton, 6.5 MPa semi-waste gasifier launched in 2021 has also been recognized as internationally leading [3] Group 3: Green Hydrogen Development - The company is actively pursuing the integration of hydrogen energy and coal chemical processes, having received certification for its 1000-type ALK electrolyzer and completed pilot testing for its alkaline electrolyzer with a maximum capacity of 2000 standard cubic meters per hour [4] - The company has developed electrolyzer products that address industry challenges such as reliability and safety, enhancing the adaptability of carbon reduction technologies in coal chemical processes [4] Group 4: Business Model and Market Expansion - The company has established a business model comprising core equipment, engineering services, and factory operation transfer, focusing on hydrogen production, biomass gasification, and solid waste resource utilization [5] - The company is conducting in-depth research on various biomass materials and plans to promote coal gasification technology in regions such as Africa, Central Asia, South Asia, and Indonesia, aiming to make international projects a new economic growth point [5] Group 5: Digital Transformation - The company is advancing its digital transformation, with intelligent control of coal gasification processes entering the engineering demonstration phase, addressing industry challenges in automatic and intelligent control [6] - Key technological breakthroughs in online analysis systems and coal quality analysis are expected to resolve longstanding issues in the industry, promoting a shift towards digitalization and intelligence [6]

Market Overview - US stock markets experienced a decline, with the Dow Jones down 0.94%, Nasdaq down 0.92%, and S&P 500 down 0.79%. Notable declines included Tesla at 6.79%, Apple at 1.69%, and Google A at 1.53%, while Amazon saw a slight increase of 0.03% [1] International Trade and Policy - The first wave of tax letters from Trump will affect 14 countries, including Japan and South Korea, with tax rates ranging from 25% to 40%, effective from August 1. The EU is reportedly close to reaching an agreement [2] - An EU spokesperson indicated that negotiations for a US-EU trade agreement have made progress, with a principle agreement expected [3] Company Developments - OpenAI is incurring high costs for talent retention, with equity compensation accounting for 119% of its revenue. Meanwhile, Meta is actively recruiting talent, with a senior AI executive from Apple set to join [4] - Samsung Electronics is expected to see a 39% decline in operating profit for Q2 due to weak AI chip sales [5] - Figure's CEO stated that humanoid robots are key to AGI and plans to deploy 100,000 units within four years [6] - Colin Murdoch, Chief Business Officer of Google DeepMind, announced that Isomorphic Labs, which designs drugs using AI, is preparing for its first human trials [7] Economic Forecasts - Goldman Sachs has revised its expectations for the Federal Reserve's interest rate cuts, now anticipating a potential cut in September, with a terminal rate of 3% to 3.25% [8] Domestic Industry Highlights DRAM Industry - Changxin Storage, a major domestic DRAM manufacturer, has initiated its IPO counseling, with a registered capital of 601.9 billion yuan and a valuation of 140 billion yuan. The success of Changxin and Yangtze Memory is expected to significantly impact the domestic semiconductor industry [11] Photovoltaic Industry - Major polysilicon manufacturers have raised prices for certain orders to 37 yuan per kilogram due to recent policy changes and industry self-discipline. The overall production of polysilicon is projected to increase, albeit at a limited rate [12] Petrochemical Industry - The price of butanone has risen by 4.54% to 8,267 yuan per ton, with a month-on-month increase of 28.51%. Supply disruptions due to maintenance at major production facilities are contributing to price increases [13] Automotive Components - A new mandatory national standard for passenger car brake systems will take effect on January 1, 2026, introducing new requirements for electric transmission brake systems and single-pedal braking [15] Company Earnings Forecasts - Industrial Fulian expects a net profit of 6.727 billion to 6.927 billion yuan for the first half of 2025, a year-on-year increase of 47.72% to 52.11%, driven by growth in cloud computing [16] - Rockchip anticipates a net profit of 520 million to 540 million yuan, a year-on-year increase of 185% to 195%, supported by AIoT product demand [17] - Loxin Technology projects a net profit of 250 million to 270 million yuan, a year-on-year increase of 65% to 78% [17] - China Power expects a net profit of 800 million to 1.15 billion yuan, a year-on-year increase of 68.28% to 141.90% [17]

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets have announced significant developments, including management changes, stock trading fluctuations, and major contracts, which may present investment opportunities and risks for investors [2]. Group 1: Management Changes and Legal Issues - Scanda's chairman and general manager, Li Yuejie, along with director Zhu Chuncheng, have been subjected to criminal coercive measures due to alleged violations related to information disclosure [3]. - Longhong High-Tech is planning to acquire 100% equity of Guangxi Changke, leading to a stock suspension for up to 10 trading days [6]. Group 2: Stock Trading and Performance - New Asia Electronics reported abnormal stock trading with a cumulative price deviation exceeding 20% over three days, while confirming that its operations are normal and consistent with previously disclosed share reduction plans [5]. - ST Tiexin announced the removal of risk warnings and a name change, which will increase the trading limit from 5% to 10% [8]. Group 3: Financial Performance Forecasts - Industrial Fulian expects a net profit increase of 36.84% to 39.12% year-on-year for the first half of 2025, driven by a surge in AI-related business [18]. - Huayou Cobalt anticipates a net profit increase of 55.62% to 67.59% for the same period, benefiting from integrated operations and rising cobalt prices [19]. - Guoli Co. forecasts a staggering net profit increase of 130.91% to 158.08% for the first half of 2025, attributed to new product and market expansions [20]. - Bangji Technology expects a net profit increase of 166.77% to 200.91%, driven by increased sales from direct sales channels [21]. - Lier Chemical predicts a net profit increase of 185.24% to 196% due to rising product sales and cost reduction efforts [25]. Group 4: Major Contracts and Projects - Huadian Science and Technology signed significant contracts worth approximately RMB 25.16 billion for coal handling and transportation systems [41]. - Aerospace Engineering is the first candidate for a project with a bid of RMB 23.92 billion for a coal gasification facility [43].

关于项目预中标的提示性公告 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。 航天长征化学工程股份有限公司（以下简称公司）作为承包人/牵头人参与 了陕煤集团榆林化学有限责任公司 1500 万吨/年煤炭分质清洁高效转化示范项 目烯烃、芳烃及深加工工程一阶段项目煤气化装置 EPC 工程总承包项目（以下简 称本项目）的投标。根据招标人近期发布的中标候选人公示结果，公司为上述项 目的第一中标候选人，现将相关项目情况提示如下： 证券代码：603698 证券简称：航天工程 公告编号：2025-015 一、预中标项目主要情况 航天长征化学工程股份有限公司 1.项目名称：陕煤集团榆林化学有限责任公司 1500 万吨/年煤炭分质清洁高 效转化示范项目烯烃、芳烃及深加工工程一阶段项目煤气化装置 EPC 工程总承包 二、项目中标对公司经营业绩的影响 本项目签订正式合同并顺利实施后，将进一步增强和巩固公司的市场竞争力 及市场占有率，并将对公司的经营业绩产生积极影响，但不影响公司经营的独立 性。 3.招标人：陕煤集团榆林化学有限责任公司 4.招标范围：本 ...