证券代码：688122 证券简称：西部超导 公告编号：2025-028 西部超导材料科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 投资者问题预征集通道：https://ir.p5w.net/zj，投资者可将需要了解和 关注的问题提交至预征集通道，公司将在说明会上对问题进行回答。 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。 西部超导材料科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半 年度经营成果及财务状况，公司计划于 2025 年 10 月 29 日（星期三）15:00-16:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、会议基本情况 活动网址：https://ir.p5w.net 二、公司参会人员 公司总经理、董事会秘书、财务总监、证券事务代表（如有特殊情况，参会 人员可能进行调整）。 三、投资者参加方式 活动时间：2025 年 10 月 29 日（星期三）15:0 ...

证券之星消息，10月21日航空装备板块较上一交易日上涨0.91%，菲利华领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。航空装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300395 | 菲利华 | 80.50 | 14.17% | 42.65万 | | 32.97 Z | | 300424 | 航新科技 | 17.79 | 6.02% | 24.86万 | | 4.33 Z | | 688239 | 航宇科技 | 43.67 | 4.42% | 4.83万 | | 2.07亿 | | 920642 | 通易航天 | 14.97 | 2.46% | 2.01万 | | 2987.40万 | | 002297 | 博云新材 | 9.00 | 2.39% | 47.17万 | | 4.23亿 | | 603261 | *ST立航 | 21.10 | 2.23% | 1.25万 | | 2601.65 ...

西部超导所属申万行业为：国防军工-航空装备Ⅱ-航空装备Ⅲ。所属概念板块包括：高温合金、核聚 变、磁悬浮、超导概念、国资改革等。 截至6月30日，西部超导股东户数2.69万，较上期增加7.91%；人均流通股24152股，较上期减少7.33%。 2025年1月-6月，西部超导实现营业收入27.23亿元，同比增长34.76%；归母净利润5.46亿元，同比增长 56.72%。 分红方面，西部超导A股上市后累计派现21.79亿元。近三年，累计派现14.06亿元。 机构持仓方面，截止2025年6月30日，西部超导十大流通股东中，华夏上证科创板50成份ETF （588000）位居第五大流通股东，持股2520.22万股，相比上期减少46.45万股。易方达上证科创板 50ETF（588080）位居第七大流通股东，持股1883.24万股，相比上期增加53.74万股。香港中央结算有 限公司位居第八大流通股东，持股1630.90万股，相比上期减少155.14万股。华夏军工安全混合A （002251）位居第十大流通股东，持股1074.26万股，为新进股东。 10月20日，西部超导盘中上涨2.00%，截至09:49，报69.26元/股， ...

10月17日，西部超导盘中下跌2.02%，截至11:04，报69.86元/股，成交8.67亿元，换手率1.88%，总市值 453.86亿元。 机构持仓方面，截止2025年6月30日，西部超导十大流通股东中，华夏上证科创板50成份ETF （588000）位居第五大流通股东，持股2520.22万股，相比上期减少46.45万股。易方达上证科创板 50ETF（588080）位居第七大流通股东，持股1883.24万股，相比上期增加53.74万股。香港中央结算有 限公司位居第八大流通股东，持股1630.90万股，相比上期减少155.14万股。华夏军工安全混合A （002251）位居第十大流通股东，持股1074.26万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流出572.83万元，特大单买入7591.25万元，占比8.75%，卖出6824.80万元， 占比7.87%；大单买入2.51亿元，占比28.89%，卖出2.64亿元，占比30.44%。 截至6月30日，西部超导股东户数2.69万，较上期增加7.91%；人均流通股24152股，较上期减少7.33%。 2025年1月-6月，西部超导实现营业收入27. ...

Group 1 - The core viewpoint of the articles highlights the strengthening of the rare metals sector due to recent developments such as detailed export controls on rare earths, renewed tariff trade frictions, and the Federal Reserve's interest rate cuts, which collectively enhance China's position in the global rare earth market [1][2][3] - The China Rare Metals Theme Index (930632) has shown a strong upward trend, with notable increases in component stocks such as Shengxin Lithium Energy (002240) reaching a 10% limit up, and other stocks like Rongjie Co. (002192) and Tibet Mining (000762) also experiencing significant gains [1][4] - The Rare Metals ETF (561800) has seen a net inflow of funds over three out of the last five trading days, totaling 19.6353 million yuan, indicating strong investor interest [1][3] Group 2 - The investment opportunities in rare metals are particularly noteworthy, as they are crucial in high-tech fields and exhibit greater price elasticity compared to traditional industrial metals, making them more responsive to market trends [2][3] - From a microeconomic perspective, rare metals like rare earths and tungsten have seen price increases due to export controls, while lithium carbonate prices remain stable amid a tightening supply-demand balance, driven by stricter mining regulations and rising demand from lithium battery and energy storage sectors [3][4] - The top ten weighted stocks in the China Rare Metals Theme Index account for 59.91% of the index, with companies like Northern Rare Earth (600111) and Luoyang Molybdenum (603993) being significant contributors [4][6]

Group 1 - The core point of the article highlights the performance of the Kexin Enhanced ETF (588520), which opened down 0.94% at 1.269 yuan on October 16 [1] - The major holdings of the Kexin Enhanced ETF include companies like SMIC, Cambrian, and others, with varying performance; for instance, SMIC dropped 1.36%, while Zhuhai Guanyu increased by 1.73% [1] - The fund's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Composite Price Index, managed by Yongying Fund Management Co., Ltd. Since its establishment on June 27, 2025, the fund has returned 28.21%, with a return of 0.00% over the past month [1]

Core Points - The Sci-Tech Innovation Board (STAR Market) index rose by 1.40%, closing at 1430.00 points, with a total trading volume of 4.307 billion shares and a turnover of 208.487 billion yuan [1] - Among the tradable stocks on the STAR Market, 469 stocks closed higher, with 7 stocks increasing by over 10% and 39 stocks rising between 5% and 10% [1] - The highest turnover rate was recorded by CanSemi Technology at 22.50%, despite a closing drop of 0.30% [1][3] - In terms of sector performance, the electronics sector had the most stocks with a turnover rate exceeding 5%, totaling 29 stocks [2] Trading Activity - The average turnover rate for the STAR Market was 2.27%, with 111 stocks closing lower [1] - A total of 29 stocks with high turnover rates experienced net inflows of main funds, with Dongxin Technology, Jinpan Technology, and Aters receiving the highest net inflows of 264 million yuan, 258 million yuan, and 140 million yuan respectively [2] - Conversely, West Superconductor, Huicheng Technology, and Jucheng Technology saw the largest net outflows, amounting to 328 million yuan, 246 million yuan, and 140 million yuan respectively [2] Stock Performance - Notable performers included Jinpan Technology, which surged by 20.00%, and Mingde Medical, which rose by 12.00% [1] - The stocks with the highest turnover rates included CanSemi Technology, Guangda Special Materials, and Haocen Software, with turnover rates of 22.50%, 17.15%, and 15.64% respectively [1][3] - Stocks with significant declines included Guangda Special Materials, which fell by 9.95%, and Jingsong Intelligent, which dropped by 6.21% [1]

Core Viewpoint - The aviation equipment sector experienced a slight decline of 0.05% on October 15, with Western Superconducting leading the drop. Meanwhile, the Shanghai Composite Index rose by 1.22% and the Shenzhen Component Index increased by 1.73% [1][2]. Group 1: Market Performance - The aviation equipment sector's performance was mixed, with notable gainers such as Hangyu Technology, which rose by 8.42%, and Moxinlin, which increased by 3.04% [1]. - Conversely, Western Superconducting saw a significant decline of 4.36%, contributing to the overall downturn in the sector [2]. Group 2: Trading Volume and Capital Flow - The total trading volume for the aviation equipment sector indicated a net outflow of 1.118 billion yuan from institutional investors, while retail investors saw a net inflow of 907 million yuan [2][3]. - Specific stocks like Feilihua and Haitian High-tech experienced negative net inflows from institutional investors, indicating a cautious sentiment among larger players [3]. Group 3: Individual Stock Analysis - Feilihua reported a net outflow of 57.41 million yuan from institutional investors, while it also faced outflows from retail investors [3]. - In contrast, Hai Te Gao Xin had a positive net inflow of 14.14 million yuan from institutional investors, suggesting stronger interest in this stock [3].

Core Insights - The financing balance of the Sci-Tech Innovation Board increased by 644 million yuan compared to the previous day, with 89 stocks seeing an increase of over 10 million yuan in financing balance [1][2] - As of October 14, the total margin financing balance on the Sci-Tech Innovation Board reached 250.72 billion yuan, reflecting a day-on-day increase of 630 million yuan [1] - Among the stocks, 480 had a financing balance exceeding 100 million yuan, with 39 stocks having a balance over 1 billion yuan [1] Financing Trends - The stock with the highest net financing inflow was Baiwei Storage, which saw a financing balance of 2.016 billion yuan, an increase of 223 million yuan, and a daily increase of 1.59% [2] - Other notable stocks with significant net inflows included Western Superconducting, Kingsoft Office, and Lanke Technology, with net inflows of 160 million yuan, 151 million yuan, and 122 million yuan respectively [2] - The average daily decline for stocks with net inflows exceeding 10 million yuan was 3.92%, while top gainers included Trina Solar, China Electric Research, and Science & Technology, with increases of 8.39%, 7.37%, and 6.63% respectively [2] Industry Preferences - The most favored industries among margin investors included electronics, computers, and machinery, with 35, 15, and 14 stocks respectively [2] - The average ratio of financing balance to market capitalization for stocks with significant net inflows was 4.41%, with Anbotong having the highest ratio at 9.75% [2] Stock Performance - Notable stocks with significant financing balance increases included Baiwei Storage (12.45%), Western Superconducting (12.11%), and Lanke Technology (5.84%) [2][3] - Conversely, stocks with the largest financing balance decreases included Huahong Company, SMIC, and Jinghe Integration, with reductions of 220 million yuan, 138 million yuan, and 103 million yuan respectively [1]

Core Viewpoint - The aviation equipment sector experienced a decline of 1.87% on October 14, with Jiachitech leading the drop. The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1]. Group 1: Market Performance - The aviation equipment sector saw significant individual stock movements, with Hangxin Technology rising by 4.01% to a closing price of 16.60, while Jiachitech fell by 6.54% to 68.65 [1][2]. - The trading volume for Hangxin Technology was 196,600 shares, with a transaction value of 326 million yuan, while Jiachitech had a trading volume of 17,700 shares and a transaction value of 124 million yuan [1][2]. Group 2: Capital Flow - The aviation equipment sector experienced a net outflow of 635 million yuan from institutional investors, while retail investors saw a net inflow of 126 million yuan [2]. - The capital flow data indicates that West Superconducting had a net inflow of 240 million yuan from institutional investors, while Jiachitech had a net inflow of 10 million yuan [3].