（编辑 丛可心） 证券日报网讯 1月16日，睿创微纳在互动平台回答投资者提问时表示，公司立足感知层，深耕红外、微 波、激光等多维感知+AI领域，可为机器人等智能终端提供多种感知芯片及模组产品，随着智能化的发 展，公司相信公司产品将更加广泛地运用到不同的智能终端上面。 ...

Group 1 - The core viewpoint of the article highlights that the company, Ruichuang Weina, is experiencing strong growth in both new orders and production delivery due to sustained industry demand and an increase in market share [1] - The company has maintained a healthy order backlog, indicating robust business performance [1] - Recent trends show that both new order acquisition and production delivery are on an upward trajectory [1]

睿创微纳（688002.SH）1月16日在投资者互动平台表示，公司海外业务出口众多国家和地区，欧盟占 比超过50%。出口业务以经销为主，辅以电商渠道。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：欧盟一直是公司产品出口地区。请问欧盟地区业务收 入在公司整体营业收入中的占比大致为多少？此外，公司对欧盟市场的销售主要通过哪种方式实现？是 以境内主体直接向欧盟客户出口为主，还是通过在欧盟国家设立的子公司进行销售，或通过第三方贸易 商、代理商转销至欧盟市场？ ...

Group 1 - The core viewpoint of the article highlights the importance of integrating AI technology with specific applications in various fields, as emphasized by the company in response to investor inquiries [2] - The company, Ruichuang Weina (688002.SH), is focused on multi-dimensional perception technologies such as infrared, microwave, and laser, along with AI algorithm development [2] - The company positions itself as a provider of products and solutions in the smart perception layer of the AI industry chain, with applications in low-altitude, industrial and public safety, smart vehicles, and robotics [2]

Core Viewpoint - The stock of Ruichuang Micro-Nano has experienced fluctuations, with a recent decline of 2.05% and a total market capitalization of 47.105 billion yuan, while the company shows strong revenue and profit growth year-on-year [1][2]. Financial Performance - For the period from January to September 2025, Ruichuang Micro-Nano achieved a revenue of 4.086 billion yuan, representing a year-on-year growth of 29.72% [2]. - The net profit attributable to the parent company for the same period was 707 million yuan, reflecting a year-on-year increase of 46.21% [2]. Stock Market Activity - As of January 16, the stock price was 102.35 yuan per share, with a trading volume of 4.32 billion yuan and a turnover rate of 0.91% [1]. - The stock has seen a year-to-date increase of 1.54%, a decline of 4.41% over the last five trading days, an increase of 18.16% over the last 20 days, and a rise of 30.55% over the last 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 4.51% to 14,400, while the average number of circulating shares per person decreased by 3.63% to 31,954 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.9823 million shares, and Southern Military Reform Flexible Allocation Mixed A, which increased its holdings by 1.11 million shares [3]. Dividend Distribution - Ruichuang Micro-Nano has distributed a total of 331 million yuan in dividends since its A-share listing, with 199 million yuan distributed over the past three years [3]. Company Overview - Ruichuang Micro-Nano, established on December 11, 2009, and listed on July 22, 2019, specializes in the design and manufacturing of application-specific integrated circuits (ASICs), MEMS sensors, and infrared imaging products [1]. - The company's main business revenue composition includes 94.48% from infrared thermal imaging and optoelectronic business, 2.94% from microwave radio frequency business, and 2.59% from other sources [1]. - The company is classified under the defense and military industry, specifically in military electronics [1].

Group 1 - The General Aviation ETF Huaxia (159230) experienced a decline of 4.11%, closing at 1.399 yuan with a trading volume of 32.33 million yuan [1] - Key stocks within the General Aviation ETF include: - Wan Feng Ao Wei up by 0.52% - Hongdu Aviation up by 9.79% - Aerospace Rainbow down by 1.63% - Zhongzhichuan down by 0.03% - Zhuhai Guanyu up by 0.20% - Huali Chuantong down by 10.56% - Yingliu Co. up by 0.98% - Southern Network Technology down by 1.43% - Ruichuang Weina down by 2.90% - China Satellite down by 10.00% [1] - The performance benchmark for the General Aviation ETF Huaxia is the National General Aviation Industry Index return rate, managed by Huaxia Fund Management Co., Ltd. The fund manager is Yang Siqi [1] Group 2 - Since its establishment on May 21, 2025, the General Aviation ETF Huaxia has achieved a return of 45.65%, with a return of 26.77% over the past month [1]

Core Viewpoint - The company, Yantai Ruichuang Micro-Nano Technology Co., Ltd., has shown significant growth in revenue and net profit, indicating strong operational performance in the specialized integrated circuit and MEMS sensor sectors [2][3]. Financial Performance - As of September 30, 2025, the company achieved a revenue of 4.086 billion yuan, representing a year-on-year growth of 29.72% [2]. - The net profit attributable to shareholders reached 707 million yuan, reflecting a year-on-year increase of 46.21% [2]. - The company has distributed a total of 331 million yuan in dividends since its A-share listing, with 199 million yuan distributed over the past three years [3]. Stock Performance - On January 15, the stock price of Ruichuang Micro-Nano decreased by 2.00%, trading at 102.70 yuan per share, with a total market capitalization of 47.266 billion yuan [1]. - Year-to-date, the stock has increased by 1.88%, with a 0.79% rise over the last five trading days, an 18.58% increase over the last 20 days, and a 28.54% increase over the last 60 days [1]. Shareholder Structure - The number of shareholders increased by 4.51% to 14,400 as of September 30, 2025, while the average circulating shares per person decreased by 3.63% to 31,954 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third largest, holding 20.1484 million shares, an increase of 6.9823 million shares from the previous period [3].

- The report primarily focuses on the commercial aerospace industry, highlighting its strategic importance and the development of its ecosystem, including satellite manufacturing, rocket launches, and downstream applications[9][15][28] - The "Guozheng Commercial Satellite Communication Industry Index" (980018.CNI) is introduced as a quantitative model reflecting the performance of A-share companies in the satellite communication industry, covering the entire value chain from satellite manufacturing to communication services[10][61][80] - The index's construction methodology emphasizes its focus on the aerospace and electronics sectors, with a concentrated weight distribution in core industry segments such as aerospace equipment, communication devices, and semiconductors[10][61][66] - The "Satellite ETF (159206)" is a passive index fund designed to closely track the performance of the Guozheng Satellite Communication Index, employing a full replication strategy to minimize tracking error and deviation[11][83] - The ETF's performance metrics include an annualized tracking error target of less than 2% and a daily tracking deviation of less than 0.2%, with a fund size of 117.69 billion yuan as of January 9, 2026[11][83] - The Guozheng Satellite Communication Index has demonstrated superior returns compared to broader market indices, with a year-to-date return of 18.96% and a one-year return of 122.94% as of January 9, 2026[80][81] - The index's constituent stocks include leading companies in aerospace equipment, electronic manufacturing, and semiconductor design, reflecting a balanced mix of large-cap leaders and growth-oriented mid-cap firms[67][68][70]

Group 1 - The core viewpoint of the news is that Ruichuang Micro-Nano's stock has experienced a decline of 5.09%, with a current price of 108.44 yuan per share and a total market capitalization of 499.08 billion yuan [1] - Ruichuang Micro-Nano, established on December 11, 2009, and listed on July 22, 2019, specializes in the design and manufacturing of application-specific integrated circuits, MEMS sensors, and infrared imaging products [1] - The company's main business revenue composition includes 94.48% from infrared thermal imaging and optoelectronic business, 2.94% from microwave radio frequency business, and 2.59% from other sources [1] Group 2 - Donghai Fund has one fund heavily invested in Ruichuang Micro-Nano, specifically the Donghai Core Value Fund (006538), which reduced its holdings by 700 shares in the third quarter, now holding 1,300 shares, accounting for 3.32% of the fund's net value [2] - The Donghai Core Value Fund has a current scale of 346.25 million yuan, with a year-to-date return of 12.24%, ranking 518 out of 8,836 in its category, and a one-year return of 37.39%, ranking 3,758 out of 8,091 [2] Group 3 - The fund manager of Donghai Core Value Fund (006538) is Shao Wei, who has been in the position for 3 years and 131 days, with the fund's total asset scale at 48.244 million yuan [3] - During Shao Wei's tenure, the best fund return was 4.56%, while the worst return was -22.87% [3]

Core Viewpoint - The total margin balance of the STAR Market reached 287.78 billion yuan on January 12, with an increase of 5.172 billion yuan compared to the previous trading day [1] Group 1: Margin Balance Details - The financing balance amounted to 286.71 billion yuan, increasing by 5.147 billion yuan from the previous trading day [1] - The securities lending balance was 1.07 billion yuan, which is an increase of 25 million yuan compared to the previous trading day [1] Group 2: Individual Stock Performance - On January 12, 379 stocks on the STAR Market experienced net financing purchases, with 18 stocks having net purchases exceeding 100 million yuan [1] - Western Superconducting Technology Co., Ltd. topped the list with a net financing purchase of 314 million yuan [1] - Other notable stocks with significant net financing purchases include Guosheng Quantum, Yuanjie Technology, Guokai Military Industry, Shijia Photon, Cambrian-U, and Ruichuang Micro-Nano [1]