| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688387 | 信科移动 | 18.87 | 6.43% | 192.93万 | | 36.09亿 | | 002491 | 通鼎互联 | 7.14 | 5.93% | 229.26万 | | 16.42亿 | | 300548 | 长芯博创 | 154.07 | 5.48% | 42.04万 | | 63.50亿 | | 688205 | 德科立 | 157.00 | 3.73% | - 18.43万 | | 29.29亿 | | 688313 | 仕佳光子 | 85.68 | 2.82% | 42.43万 | | 36.14亿 | | 300711 | 广哈通信 | 28.44 | 2.75% | 16.68万 | | 4.72亿 | | 300353 | 东土科技 | 22.52 | 2.55% | 23.30万 | | 5.18亿 | | 600105 | 永鼎股份 | 26.87 | 2.17% | 148.69万 | ...

格隆汇1月29日｜A股市场商业航天股集体回调，其中，北化股份、火炬电子跌停，鸿远电子、通达股 份、坤恒顺维跌超8%，高德红外、顺灏股份跌超7%，九鼎新材、宝钛股份、腾景科技、长盈通、乾照 光电、长光华芯、华丰科技跌超6%。 ...

Core Insights - The report emphasizes the ongoing prosperity in the commercial aerospace and military sectors, highlighting opportunities in overseas markets and the importance of technological advancements in the industry [2][3] Group 1: Industry Overview - The commercial aerospace sector is experiencing upward momentum, driven by SpaceX's advancements in reusable rocket technology, which could reduce space access costs by 100 times [13] - The military aviation sector is expected to benefit from increased demand for large aircraft and military trade, with significant growth anticipated in 2026 [14] - The report identifies a focus on supply chain reforms and the integration of AI technologies as key trends shaping the future of the defense and aerospace industries [15] Group 2: Investment Recommendations - The report recommends companies that align with the "S-curve" evolution, focusing on supply chain reforms and automation, including firms like航发动力 (Aero Engine Corporation) and 中航沈飞 (AVIC Shenyang Aircraft Corporation) [15] - Companies positioned for expansion in military trade and civil aviation, such as 国睿科技 (Guorui Technology) and 中国动力 (China Power), are highlighted for their growth potential [15] - Emerging industries like commercial aerospace, AI, and quantum computing are also recommended, with firms like 睿创微纳 (Ruichuang Micro-Nano) and 菲利华 (Feilihua) noted for their innovative capabilities [15] Group 3: Company Valuations and Financial Analysis - 航发动力 (Aero Engine Corporation) is projected to have a 2025E EPS of 0.22 CNY, with a PE ratio of 216.82 for 2025 [6] - 中航高科 (AVIC High-tech) is expected to achieve a 2025E EPS of 0.90 CNY, with a PE ratio of 29.16 for 2025 [6] - The report provides detailed financial metrics for various companies, indicating growth in EPS and improvements in PE ratios across the sector, reflecting a positive outlook for the defense and aerospace industries [6]

Group 1 - The core point of the article highlights the recent decline in the stock price of Changying Tong, which fell by 5.05% to 53.36 CNY per share, with a trading volume of 162 million CNY and a turnover rate of 2.44%, resulting in a total market capitalization of 6.872 billion CNY [1] - Changying Tong is a national-level specialized and innovative "little giant" enterprise established on May 18, 2010, and listed on December 12, 2022, focusing on the research, production, sales, and service of optical fiber gyroscope core components and solutions, primarily targeting military inertial navigation applications [1] - The company's main business revenue composition includes optical fiber ring devices at 57.61%, special optical fibers at 19.36%, other supplementary products at 11.68%, new materials at 7.18%, and optical device equipment and others at 4.17% [1] Group 2 - From the perspective of major circulating shareholders, a fund under China Europe Fund, specifically the China Europe High-end Equipment Stock Initiation A (016847), has entered the top ten circulating shareholders of Changying Tong, holding 3.001 million shares, which accounts for 3.17% of the circulating shares [2] - The fund has reported a floating loss of approximately 8.5202 million CNY today, with a total scale of 322 million CNY and a year-to-date return of 12.22%, ranking 605 out of 5542 in its category [2] - The fund manager, Li Shuai, has a tenure of 10 years and 181 days, with a total asset scale of 6.56 billion CNY, achieving the best fund return of 101.5% and the worst return of -29.21% during his tenure [3] Group 3 - The China Europe High-end Equipment Stock Initiation A (016847) fund has increased its holdings in Changying Tong by 1.92 million shares in the third quarter, now holding 3.001 million shares, which represents 4.34% of the fund's net value, making it the ninth largest holding [4] - The fund has also reported a floating loss of approximately 8.5202 million CNY today, indicating the impact of the stock price decline on its performance [4]

Core Insights - The report highlights the promising outlook for the commercial aerospace sector and increased attention on large aircraft and military trade [2][3] - The construction of a space power is accelerating, with a focus on breakthroughs in reusable rocket technology and the development of new industries such as commercial aerospace and low-altitude economy [5][13] - Airbus has set a record for civil aircraft orders, with a total of 8,754 aircraft in backlog by the end of 2025, indicating strong market demand [5][13] - Military trade is expected to improve, with significant defense export growth reported in the UK, reaching over £20 billion in 2025 [5][14] Investment Strategy - The report recommends focusing on companies that align with the "S-curve" evolution, emphasizing supply chain reform and automation trends, with specific recommendations for companies like Aero Engine Corporation and AVIC [5][15] - It also suggests targeting companies involved in military trade, large aircraft, and low-altitude economy, highlighting firms such as Guorui Technology and China Power [5][15] - New emerging industries such as commercial aerospace, AI, and quantum computing are also identified as key areas for investment, with recommendations for companies like Ruichuang Micro-Nano and Ziguang Guowei [5][15] Company Valuation and Financial Analysis - The report provides detailed financial metrics for key companies in the defense and aerospace sector, including expected earnings per share (EPS) and price-to-earnings (PE) ratios for 2025 and 2026 [6] - For instance, Aero Engine Corporation is projected to have an EPS of 0.22 CNY in 2025, with a PE ratio of 184.41x, indicating strong growth potential [6] - Other companies like AVIC Heavy Machinery and Guorui Technology are also highlighted for their expected profitability and market positioning [6][25][27]

（文章来源：证券日报） 证券日报网讯 1月15日，长盈通发布公告称，公司2026年第一次临时股东会审议通过《关于补选公司第 二届董事会非独立董事的议案》。 ...

湖北乾行律师事务所 关于武汉长盈通光电技术股份有限公司 2026年第一次临时股东会 l (2 法律意见书 二〇二六年一月 乾|行|律|师 QIAN XING LAW FIR M 湖北乾行律师事务所 关于武汉长盈通光电技术股份有限公司 2026年第一次临时股东会的 法律意见书 致:武汉长盈通光电技术股份有限公司 本所律师仪对本次股东会的召集和召开程序、召集人资格、出席会议人员资格、 表决程序和表决结果发表法律意见,并不对本次股东会所审议的议案内容以及该等 议案所表述的相关事实或数据的真实性、谁确性或合法性发表意见。 本法律意见书仅供见证本次股东会相关事项的合法性之目的使用,未经本所事 先书面同意,不得将本法律意见书用作其他目的或被第三方所依赖。 本所律师根据现行有效的中国法律法规之规定,按照律师行业公认的业务标准、 道德规范和勤勉尽责精神,现出具法律意见如下: 2 一、本次股东会召集人资格及召集、召开程序 (一) 本次股东会的召集人 经核套,本次股东会由公司董事会召集。 湖北乾行律师事务所(以下简称"本所")是具有中华人民共和国法律执业资格 的律师事务所。本所接受武汉长盈通光电技术股份有限公司(以下简称"公司" ...

证券代码：688143 证券简称：长盈通 公告编号：2026-001 武汉长盈通光电技术股份有限公司 2026年第一次临时股东会决议公告 本次会议是否有被否决议案：无 一、 会议召开和出席情况 本公司董事会及全体董事保证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。 （一） 股东会召开的时间：2026 年 1 月 15 日 重要内容提示： 1、 关于补选公司第二届董事会非独立董事的议案 （二） 股东会召开的地点：湖北省武汉市东湖新技术开发区高新五路 80 号武汉 长盈通光电技术股份有限公司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 56 | | --- | --- | | 普通股股东人数 | 56 | | 2、出席会议的股东所持有的表决权数量 | 38,462,607 | | 普通股股东所持有表决权数量 | 38,462,607 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 30.3805 | | 例（%） | | | 普通股股 ...

Group 1 - The core viewpoint of the news is that Changying Technology has seen a significant increase in its stock price, rising 5.28% to 61.80 CNY per share, with a total market capitalization of 7.959 billion CNY and a cumulative increase of 18.8% over the past four days [1] - Changying Technology, established on May 18, 2010, specializes in the research, production, and sales of optical fiber gyroscope core components and solutions, focusing on military inertial navigation applications [1] - The company's main revenue sources include optical fiber ring devices (57.61%), special optical fibers (19.36%), other supplementary products (11.68%), new materials (7.18%), and optical device equipment (4.17%) [1] Group 2 - Yongying Fund has a significant holding in Changying Technology, with its fund "Yongying Qiyuan Mixed Initiation A" increasing its stake by 463,600 shares, now holding a total of 493,200 shares, representing 4.06% of the fund's net value [2] - The fund has generated a floating profit of approximately 1.529 million CNY today and 4.5821 million CNY during the four-day stock price increase [2] - The fund was established on August 28, 2023, with a current size of 15.6247 million CNY, achieving a year-to-date return of 4.6% and a one-year return of 25.91% [2]

Group 1 - The core viewpoint of the news is the significant stock performance of Changying Tong, which has seen a 7.99% increase over three consecutive days, with a current stock price of 56.16 yuan per share and a market capitalization of 7.232 billion yuan [1] - Changying Tong specializes in the research, production, and sales of optical fiber gyroscope core components and solutions, focusing on military inertial navigation applications [1] - The company's revenue composition includes optical fiber ring devices (57.61%), special optical fibers (19.36%), other supplementary products (11.68%), new materials (7.18%), and optical device equipment (4.17%) [1] Group 2 - Morgan Stanley's fund holds a significant position in Changying Tong, with the "Morgan Stanley Innovation Mixed A" fund owning 199,100 shares, representing 3.49% of the fund's net value [2] - The fund has generated a floating profit of approximately 557,400 yuan today and 786,400 yuan during the three-day stock increase [2] - The fund manager, Li Ziyang, has a tenure of 285 days, with the fund's total asset size at 255 million yuan and a best return of 35.42% during his management period [2]