证券日报网讯 1月16日，航天宏图在互动平台回答投资者提问时表示，公司不存在应披露而未披露的事 项。 （文章来源：证券日报） ...

Group 1 - The report indicates that Shanghai Pudong Development Bank is expected to maintain a double-digit profit growth, with risk indicators reaching optimal levels in recent years [4][5] - The bank's revenue is projected to grow by 1.88% year-on-year in 2025, while net profit attributable to shareholders is expected to increase by 10.52% [4][5] - The total assets of the bank are anticipated to exceed 10 trillion yuan, with a year-on-year growth rate rising from 5.05% to 6.55% in Q4 2025 [4][5] Group 2 - The transportation industry report highlights growth in transportation operations and dividend value in infrastructure businesses for 2026 [6] - The aviation sector is expected to see improved supply-demand dynamics, with passenger load factors reaching 85.2% and a potential recovery in ticket prices [8][9] - The express delivery sector is projected to maintain structural growth, with a business volume of 180.74 billion pieces in 2025, reflecting a year-on-year increase of 14.9% [10][11] Group 3 - The maritime sector is expected to experience long-term upward trends, particularly in oil transportation due to increasing demand and potential supply reductions [13][14] - The report notes that the demand for container shipping remains stable, with improvements in supply structure, while bulk shipping is supported by increased demand from specific projects [13][14] Group 4 - The report on Aerospace Hongtu indicates a promising outlook for overseas business growth, with significant contracts signed for satellite and ground system procurement [19][21] - The company is actively expanding its commercial aerospace capabilities, having launched a series of high-resolution radar satellites and developed an integrated satellite and rocket layout [22][23] Group 5 - The report on Zhuoyi Information emphasizes the dual growth drivers of AI and IDE products, with significant market potential and a focus on domestic and international developer communities [24][25] - The company is positioned to benefit from the integration of its BIOS products into the supply chain, enhancing its market presence in the context of domestic substitution [27][28] Group 6 - Zhonghui Biopharmaceutical is focused on innovative vaccine development, with its quadrivalent influenza vaccine already on the market and significant growth expected in its product pipeline [31][32] - The company aims to achieve profitability by 2027, driven by the commercialization of its core products and a robust vaccine pipeline [34]

每经AI快讯，1月16日，航天装备板块短线拉升，航天宏图涨超10%，中国卫通、中天火箭、星网宇 达、理工导航、航天环宇等跟涨。 （文章来源：每日经济新闻） ...

航天装备板块短线拉升，航天宏图涨超10%，中国卫通、中天火箭、星网宇达、理工导航、航天环宇等 跟涨。 ...

Economic Performance - In November 2025, Henan's industrial production maintained strong momentum with a year-on-year growth of 8.0%, surpassing the national average by 3.2 percentage points [21][24] - The province's social retail sales reached 2691.99 billion yuan, growing by 4.4% year-on-year, which is 3.1 percentage points higher than the national average [22][24] - Fixed asset investment in Henan increased by 4.3% year-on-year, outperforming the national average by 6.9 percentage points [23][24] Market Overview - In 2025, the Henan Index rose by 44.02%, outperforming the Shanghai Composite Index by 25.61 percentage points and the CSI 300 Index by 26.36 percentage points [55][57] - The top three A-share performers in Henan were Shijia Photon (442.55%), Litong Technology (217.20%), and Guojin Precision (212.43%) [60] - The top three H-share performers were Lingbao Gold (527.26%), Weiye Holdings (407.63%), and Luoyang Molybdenum (281.05%) [60] Company Listings - As of the end of 2025, Henan had a total of 138 listed companies, including 113 A-shares and 31 H-shares, maintaining its rankings at 12th and 9th nationally [65] - In 2025, only one new company was added to the listings in Henan, which was Aerospace Hongtu, migrating from Beijing to Hebi [65] - There were no IPOs completed in Henan in 2025, with only Shenglong Co. passing the review and awaiting issuance [65] Investment Opportunities - The report suggests focusing on three key themes for investment in 2026: the integration of the real economy and digital economy, strategic mergers and acquisitions driven by state-owned enterprise reforms, and companies related to the health and elderly care industries [6]

1月15日，A股三大指数集体下跌，盘面上，锂矿、磷化工、工业金属表现强势，商业航天板块震荡回 调，截至11点05分，通用航空ETF华夏（159230）跌4.04%，其持仓股洪都航空涨停，航天南湖、国睿 科技等股领涨，中科星图跌超17%，航天宏图、天银机电跌超10%，中国卫星、海格通信、航天电子、 航天环宇等股批量跌停，航空航天ETF（159227）跌3.64%。值得注意的是，通用航空ETF华夏 （159230）近5日连续获得资金净申购，合计"吸金"达5.1亿元， 消息面上，中科宇航力鸿一号遥一飞行器在酒泉卫星发射中心圆满完成亚轨道飞行试验任务，返回式载 荷舱通过伞降系统顺利回收。此次任务标志着我国商业航天在可重复使用运载技术、低成本进入空间及 商业化应用等方面取得重要进展。 国金证券指出，2026年有望成为中国商业航天的"阿尔法元年"，行业逻辑正从单纯的主题映射转向基于 供应链业绩兑现的基本面投资。其核心判断认为，在可重复使用火箭技术验证加速与国家卫星星座密集 组网的双重驱动下，产业链将迎来订单爆发期，火箭动力系统、箭体结构等核心环节的企业有望率先实 现业绩增长。 通用航空ETF华夏（159230）跟踪国证通 ...

Focus Events - Some large and medium-sized brokerages have exhausted their margin financing funds, despite many brokerages raising the upper limit of margin financing last year. The current market sentiment is high, and the willingness to finance is unprecedented, leading to a situation where not only one brokerage's margin financing quota is no longer sufficient, but brokerages may also intentionally slow down liquidity release for risk control considerations [1] Company Focus - Qifu Life Service Holdings Limited announced the completion of the sale of 280,000 ounces of unallocated silver bars, receiving approximately RMB 161.7 million. This follows a previous announcement on January 9, where the company sold 400,000 ounces for about RMB 226.2 million. In total, Qifu has sold 21.15 tons of silver, generating proceeds of RMB 388 million [3] - CITIC Securities expects to achieve an operating income of RMB 74.83 billion in 2025, a year-on-year increase of 28.75%, and a net profit attributable to shareholders of RMB 30.05 billion, up 38.46% [19] - Aerospace Hongtu has disclosed a pre-loss announcement, expecting a net profit attributable to shareholders to be negative for the 2025 fiscal year [21] - Hu Silicon Industry has released a 2025 annual performance forecast, expecting a net loss of RMB 1.28 billion to RMB 1.53 billion, widening from a loss of RMB 971 million in the previous year [23] - Dayou Energy announced an expected net loss of RMB 1.7 billion for 2025, which represents an increase in loss of approximately RMB 609 million compared to the previous year [24] - CITIC Bank reported total assets of RMB 10.131658 trillion by the end of 2025, a year-on-year increase of 6.28%. The bank achieved a net profit of RMB 70.62 billion, up 2.98% from the previous year [26] - Wuzhong Development disclosed a major asset restructuring plan, proposing to exchange its main assets and liabilities with its controlling shareholder, Wuzhong Co., for 100% equity of Wuzhong Mining and 100% equity of Luzhong Mining [28] - Huibo Technology announced that its controlling shareholder plans to transfer 341 million shares, representing 25.6% of the total share capital, to Tianjin Baili Machinery Equipment Group Co., Ltd. The transfer price is approximately RMB 1.175 billion [29] Industry Dynamics - The U.S. announced a 25% import tariff on certain semiconductors and related products starting January 15 [14] - The China Automobile Industry Association predicts that total automobile sales in 2026 will reach 34.75 million units, with new energy vehicle sales expected to be 19 million units [14] - A meeting was held by the Ministry of Industry and Information Technology and other departments to discuss the regulation of competition in the new energy vehicle industry, emphasizing the need to resist disorderly price wars [14] - Huawei regained the top position in China's smartphone market share, with the latest IDC report indicating that Huawei led the market in 2025 [17]

| 证券代码：688066 | 证券简称：航天宏图 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：118027 | 债券简称：宏图转债 | | 航天宏图信息技术股份有限公司 公司将严格遵循《上海证券交易所科创板股票上市规则》等相关规定，加快 推进财务核算工作，在规定期限内尽快披露 2025 年年度业绩预告，具体准确的 财务数据以公司正式披露的经审计后的 2025 年年度报告为准。 《中国证券报》《证券日报》为公司指定信息披露报刊，上海证券交易所网 站（www.sse.com.cn）为公司指定信息披露网站。公司所有信息均以在上述指定 媒体刊登的信息为准。敬请广大投资者理性投资，注意投资风险。 特此公告。 航天宏图信息技术股份有限公司董事会 2026 年 1 月 15 日 1 关于 2025 年年度业绩预亏的提示性公告 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、准确性和完整性依法承担法律责任。 经航天宏图信息技术股份有限公司（以下简称"公司"）财务部门初步测算， 预计 2025 年度归属于上市公司股东的净利润为 ...

每经AI快讯，1月14日，航天宏图公告，公司财务部门初步测算，预计2025年度归属于上市公司股东的 净利润为负值，公司2025年度经营业绩将出现亏损情况。公司将严格遵循《上海证券交易所科创板股票 上市规则》等相关规定，加快推进财务核算工作，在规定期限内尽快披露2025年年度业绩预告，具体准 确的财务数据以公司正式披露的经审计后的2025年年度报告为准。 每日经济新闻 ...

截至2026年1月14日 11:06，同类规模最大的通用航空ETF（159378）强势上涨3.47%。成分股海格通信涨停，中科星图涨超 14%，航天电子、航天宏图、数字政通等个股跟涨。 | 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 688568 | 中科星图 | 96.65 | 14.72% | 36.76亿 | | 2 | 002465 | 海格通信 | 26.62 | 10.00% | 122.74亿 | | 3 | 600879 | 航天电子 | 30.85 | 8.63% | 146.24亿 | | 4 | 688066 | 航天宏图 | 45.60 | 7.14% | 14.88亿 | | 5 | 300075 | 数字政通 | 17.60 | 5.83% | 5.22亿 | | 6 | 300342 | 天银机电 | 56.01 | 5.58% | 39.31亿 | | 7 | 603308 | 应流股份 | 46.15 | 5.44% | 7.32亿 | | 8 | 688552 | ...