Core Viewpoint - The commercial aerospace sector remains active, with multiple stocks experiencing significant movements, but many companies clarify that they do not engage in commercial aerospace-related businesses [1] Group 1: Companies Not Involved in Commercial Aerospace - Aerospace Engineering explicitly states it does not engage in commercial aerospace or related businesses, and its shareholder reduction plan is not yet fully implemented [2] - Northern Navigation confirms it has no relevant business in commercial aerospace and has not received related orders [2] - Star Ring Technology indicates it does not actually conduct commercial aerospace business and has no connection with Shanghai Star Ring Energy Technology Co., Ltd [2] - Aerospace Longfeng currently does not engage in brain-computer interface or commercial aerospace-related businesses [2] - Aerospace Power's main business does not involve commercial aerospace, focusing instead on processing rocket engine components [2] Group 2: Companies with Minimal Involvement in Commercial Aerospace - *ST Chengchang notes that the commercial aerospace industry is in its early stages, with no significant changes to the company's fundamentals [2] - XinKe Mobile reports that revenue from the satellite internet sector accounts for approximately 2% to 3% of total revenue, having no major impact on performance [2] - Huayin Technology primarily engages in the production and sales of special functional materials and is exploring aerospace component processing [2] - Aerospace Hongtu's main business is still in the satellite application phase [2] - ZhiMingDa has approximately 20 million yuan in embedded computing orders related to commercial aerospace, representing 4.8% of its total [2] Group 3: Companies with Limited Commercial Aerospace Revenue - Platinum Specialties indicates that commercial aerospace contributes minimally to total revenue [2] - Haoneng Co., Ltd. states that its aerospace component business, including valves and sheet metal products, generates very small revenue [2] - Zhongke Xingtou mentions that the stock price increase is not supported by actual performance in commercial aerospace, indicating a significant disconnect from fundamentals [2] - Aerospace Morning Light's main business involves special equipment and specialized vehicle modifications, with no expected major changes in revenue structure in the short term [2] - Electric Science Digital has not previously engaged in commercial aerospace, with satellite communication products accounting for less than 0.1% of overall business [2] - Zhongheng Design has won bids for some high-end manufacturing base design projects in commercial aerospace, but individual project contract amounts are small [2]

Core Viewpoint - The company, Haoneng Co., Ltd. (603809.SH), has issued a risk warning announcement regarding its classification as a "commercial aerospace concept stock" by certain platforms, clarifying that its aerospace components business is minor and does not significantly impact its main revenue [1] Group 1 - The company primarily engages in the research and manufacturing of automotive transmission system components, aerospace precision components, and key components for robotics [1] - The aerospace components business includes products such as valves and sheet metal, but the revenue generated from this segment is very small [1] - The minor scale of the aerospace components business means it does not constitute a significant influence on the company's main business revenue [1]

Core Viewpoint - The company, Haoneng Co., Ltd. (603809.SH), has issued a risk warning regarding its classification as a "commercial aerospace concept stock" by certain platforms, clarifying that its aerospace components business has minimal impact on its main revenue [1] Group 1 - The company primarily engages in the research and manufacturing of automotive transmission system components, aerospace precision components, and key components for robotics [1] - The aerospace components business includes products such as valves and sheet metal, but the revenue generated from this segment is very small [1] - The aerospace components business does not significantly affect the company's main business revenue [1]

Core Viewpoint - The stock of Haoneng Co., Ltd. (603809) has experienced a significant price increase of 21.31% from December 1, 2025, to January 12, 2026, outperforming the Shanghai Composite Index during the same period [1] Group 1: Company Overview - Haoneng Co., Ltd. primarily engages in the research and manufacturing of automotive transmission system components, aerospace precision components, and key components for robotics [1] - The company has identified that some platforms have categorized its stock as part of the "commercial aerospace concept stocks" [1] Group 2: Business Segment Analysis - The aerospace components business of the company includes products such as valves and sheet metal, but the revenue generated from this segment is minimal [1] - The small scale of revenue from the aerospace components does not significantly impact the company's main business revenue [1]

证券代码：603809 证券简称：豪能股份 公告编号：2026-002 成都豪能科技股份有限公司 股票交易风险提示公告 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： 成都豪能科技股份有限公司（以下简称"公司"）股票自 2025 年 12 月 1 日至 2026 年 1 月 12 日期间收盘价格涨幅为 21.31%，股价短期涨幅高于同期上 证指数。 公司部分产品应用于商业航天领域，但该部分业务收入规模极小，对公 司主营业务收入不构成重大影响。敬请广大投资者理性投资，审慎决策，注意投 资风险。 一、二级市场交易风险 公司股票自 2025 年 12 月 1 日至 2026 年 1 月 12 日期间收盘价格涨幅为 21.31%，股价短期涨幅高于同期上证指数。敬请广大投资者理性投资，审慎决策， 注意投资风险。 三、媒体报道、市场传闻、热点概念情况 公司主要从事汽车传动系统零部件、航空航天精密零部件以及机器人关键零 部件的研发制造。经自查，发现部分平台已将公司股票纳入"商业航天概念股"， 公司航天零部件业务主要包括阀门和 ...

每经AI快讯，1月12日，豪能股份(603809.SH)公告称，公司股票自2025年12月1日至2026年1月12日期间 收盘价格涨幅为21.31%，股价短期涨幅高于同期上证指数。公司航天零部件业务收入规模极小，对公 司主营业务收入不构成重大影响。公司日常经营情况正常，基本面未发生重大变化。 ...

证券代码：603809 证券简称：豪能股份 公告编号：2026-001 成都豪能科技股份有限公司 关于注销募集资金专户的公告 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。 一、募集资金基本情况 根据中国证券监督管理委员会《关于成都豪能科技股份有限公司向不特定对象 发行可转换公司债券注册的批复》（证监许可〔2024〕374 号），成都豪能科技股 份有限公司（以下简称"公司"）向不特定对象发行可转换公司债券 550 万张，每 张面值为人民币 100.00 元，募集资金总额为人民币 550,000,000.00 元，扣除发行费 用不含税金额 7,605,283.02 元后，实际募集资金净额为人民币 542,394,716.98 元。上 述募集资金已于 2024 年 10 月 29 日存入公司开立的募集资金专项账户，且经信永中 和会计师事务所（特殊普通合伙）审验，并由其出具了《成都豪能科技股份有限公 司截至 2024 年 10 月 29 日止向不特定对象发行可转换公司债券募集资金验资报告》 （XYZH/2024CDAA1B0432） ...

Group 1 - The Chengfei concept stock increased by 3.27%, ranking 10th in the concept sector, with 37 stocks rising overall [1] - Notable gainers in the sector included Aerospace Chenguang, which hit the daily limit, and other stocks like Chaozhuo Aerospace Technology and Tongguang Cable, which rose by 11.17%, 10.43%, and 6.24% respectively [1] - The sector saw a net inflow of 444 million yuan from main funds, with 27 stocks receiving net inflows, and 9 stocks exceeding 50 million yuan in net inflow [2] Group 2 - The top net inflow stock was Aerospace Chenguang, with a net inflow of 195 million yuan, followed by Haoneng Co., Zhonghang Chengfei, and Zhonghang Optoelectronics with net inflows of 181 million yuan, 140 million yuan, and 100 million yuan respectively [2] - The highest net inflow ratios were recorded by *ST Lihang at 28.81%, Haoneng Co. at 11.96%, and Tianyi New Materials at 10.28% [3] - The Chengfei concept stocks with significant trading volumes included Aerospace Chenguang with a turnover rate of 23.07% and Haoneng Co. with 11.14% [3][4]

成都豪能科技股份有限公司 2026 年第一次临时股东会会议资料 成都豪能科技股份有限公司 2026 年第一次临时股东会 会议资料 2026 年 1 月 1 成都豪能科技股份有限公司 2026 年第一次临时股东会会议资料 目录 | 一、2026 | 年第一次临时股东会会议须知 | 3 | | --- | --- | --- | | 二、2026 | 年第一次临时股东会议程 | 4 | | 三、2026 | 年第一次临时股东会议案 | 5 | | | 议案：关于全资子公司出售与出租部分资产暨关联交易的议案 | 5 | 2 2 成都豪能科技股份有限公司 2026 年第一次临时股东会会议资料 成都豪能科技股份有限公司 2026 年第一次临时股东会会议须知 为维护投资者的合法权益，保证股东会的正常秩序和议事效率，确保本次股 东会的顺利召开，根据《中华人民共和国公司法》《成都豪能科技股份有限公司 章程》等有关规定，特制定本会议须知，望全体参会人员遵守执行： 1、股东会召开过程中，参会股东及股东代表应当以维护全体股东的合法权 益、确保会议正常秩序和议事效率为原则，认真履行法定职责。 2、为保证股东会的正常秩序，除出席会议的 ...

豪能股份 20260107 摘要 豪能股份通过参股公司合作，积极推进商业航天业务，专注于高附加值 阀门管路产品，如电磁阀和低温阀，并已建立相应的产能和产线。 公司为火箭提供发动机和舰体所需的阀门，单枚火箭舰体阀门价值约 100-200 万元，发动机阀门价值约 50 万元，大型火箭总价值可达 600- 700 万元，回收型火箭市场空间更大。 豪能股份与南箭等多家商业火箭公司合作，并为上海红勤、北京星火时 空等公司提供卫星阀门产品，积极拓展商业航天市场。 公司正在建设航空航天总部基地，预计年底完工，整合所有航空航天业 务，进一步扩大在商业航天领域的布局。 公司计划投资火箭结构件制造，包括尾段、中段壳段和整流罩等，并逐 步扩展到液体火箭贮箱等核心部件的制造。 豪能股份优先开发技术难度高、价值量大的阀门管路产品，已进入商业 航天客户供应体系，未来将延伸至相对简单的结构件制造。 公司阀门技术团队实力雄厚，具备全面生产制造装配及实验验证能力， 使其能够快速切入火箭和卫星阀门细分赛道，预计未来三年基本面持续 向好。 Q&A 豪能股份在商业航天领域的布局和发展情况如何？ 豪能股份自 2021 年开始布局商业航天领域，首先通过 ...