Core Viewpoint - The company has a strong order backlog and positive business outlook, particularly in its core aviation engine segment, with significant year-over-year growth in orders and recognition for its contributions to key projects [1] Order Situation - As of June 30, 2025, the company has an order backlog of 5.968 billion yuan, with customer orders totaling 2.938 billion yuan, representing a year-over-year increase of 8.13% [1] - The estimated amount of long-term contracts in the order backlog is approximately 3.030 billion yuan, showing a year-over-year increase of 44.84% [1] Business Outlook - The aviation engine business is the company's core segment, with products applied in key areas of various commercial engines both domestically and internationally [1] - The company is a major developer of the CJ1000/2000 series engine ring forgings, holding significant shares in critical components such as high and low-pressure turbines and combustion chambers [1] - Recently, the company received the "Outstanding Collective for Significant Contributions to the Changjiang Project Phase I" award from China Aviation Engine Corporation [1] Collaborations - In the gas turbine sector, the company collaborates with major firms including Dongfang Electric, Shanghai Electric, Harbin Electric, Baker Hughes, and GE [1]

Group 1 - Andavil's stock price increased by over 15% [1] - Other companies such as Hailanxin, Hangfa Control, Xinghuan Technology, Hangyu Technology, Guolian Aviation, and Tianyin Electromechanical also experienced gains [1]

业绩经营情况 华金证券研报指出，公司海外燃机业务需求高景气，且技术突破获国际客户认可，有望持续受益于全球 化战略。 未来发展 需关注国内航空客户交付节奏波动、原材料价格风险及海外项目运营成本压力。 尽管2025年一季度营收同比下滑，但第三季度营收与净利润均实现同比增长，显示业绩回暖趋势。截至 2025年上半年末，公司在手订单总额达59.68亿元，同比增长24.10%，其中长期协议订单占比超50%， 为后续收入提供保障。 股票近期走势 截至2026年2月13日，航宇科技股价报77.39元，当日涨幅4.86%，近半年累计涨幅约73%，总市值达 147.53亿元。 机构观点 经济观察网航宇科技近期股价表现与海外业务拓展存在较强关联。公司拟通过孙公司投资不超过1.05亿 欧元在斯洛伐克建设锻造生产基地，以服务国际客户，优化全球供应链。目前公司海外收入占比已超 40%。 以上内容基于公开资料整理，不构成投资建议。 ...

格隆汇2月12日丨航宇科技(688239.SH)在投资者互动平台表示，公司目前在手订单充足。截止2025年6 月底，公司在手订单59.68亿元。 其中，以客户订单统计，总额为29.38 亿元，同比增长8.13%。预估长 协期间在手订单金额约30.30亿元, 同比增加44.84%。 "两机"（航空发动机和燃气轮机）业务景气度方 面：航空发动机业务作为公司的核心业务，公司产品应用于国内外多款商用发动机关键部位，并已全面 参与国内长江系列发动机研制工作。公司是CJ1000/2000系列发动机环形锻件的主要研制单位，公司在 该系列发动机的高低压涡轮，燃烧室等关键部位占据主要份额，并于近期荣获了中国航发商用航空发动 机有限责任公司"长江项目一期突出贡献优秀集体"奖项。 燃气轮机方面，公司与东方电气、上海电 气、哈尔滨电气、贝克休斯、GE等合作。 ...

| 证券代码：688239 | 证券简称：航宇科技 | 公告编号：2026-008 | | --- | --- | --- | | 转债代码：118050 | 转债简称：航宇转债 | | 贵州航宇科技发展股份有限公司 关于"航宇转债"预计满足赎回条件的提示性公告 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。 重要内容提示： 经上交所自律监管决定书[2024]118 号文同意，公司 66,700.00 万元可转换 公司债券将于 2024 年 9 月 10 日起在上交所挂牌交易，债券简称"航宇转债"， 债券代码"118050"。 根据有关规定和《募集说明书》的约定，公司该次发行的"航宇转债"自 2025 年 2 月 27 日起可转换为本公司股份。公司历次转股价格调整情况如下： 1 1、因公司 2022 年第二期限制性股票激励计划首次及预留授予的部分激励对 象离职或职务变更，公司于 2024 年 12 月 27 日完成了 2022 年第二期限制性股票 激励计划首次及预留授予的部分已经授予但尚未解除限售的限制性股票的回购 注销程 ...

Group 1 - Hailanxin (300065) is a core enterprise in the field of smart ocean and commercial aerospace measurement and control, with a contract amount of 458 million yuan for a project related to reusable rocket recovery [1][25] - Jieli Suoju (002342) is a leading company in the domestic rigging industry, providing intercept nets and ultra-high molecular weight polyethylene ropes for rocket recovery, with a single set of capture arms valued at 15-20 million yuan [2][26] - Chaojie Co., Ltd. (301005) specializes in precision structural components, supplying key components for rockets, with a single set valued at 25-30 million yuan and securing 30 orders for 2026-2028 [3][27] Group 2 - Taisheng Wind Power (300129) is a leader in wind power towers, providing structural components for rockets and planning to cover 60% of launch tasks by 2025 [4][28] - Zhongheng Design (603017) is a leading engineering design firm, providing design and construction services for rocket recovery bases, supporting industry landing [5][29] - Yitong Century (300310) focuses on communication technology services, providing communication support for rocket recovery processes [6][30] Group 3 - Aerospace Electronics (600879) is a leading company in aerospace electronics, providing landing leg actuators for reusable rockets, with a projected increase in value by 3-5 times after commercialization in 2026 [7][31] - Mengsheng Electronics (688331) specializes in satellite navigation systems, providing core navigation systems for reusable rockets, supporting centimeter-level positioning [8][32] - Sry New Materials (688102) is a leader in high-strength copper alloy materials, supplying core materials for rocket engines, ensuring stable operation for recovery [9][34] Group 4 - AVIC Optoelectronics (002179) is a leading company in aerospace connectors, ensuring reliable signal transmission for rocket recovery processes [10][35] - Guokai Military Industry (688543) provides solid engine power modules for rockets, which are critical components for recovery [11][36] - Parker New Materials (605123) specializes in aerospace forgings, supplying key components for rockets, ensuring structural stability for recovery [12][37] Group 5 - Hanyu Technology (688239) focuses on titanium alloy forgings for rockets, supporting stable engine operation for recovery [13][38] - Race Intelligent (002979) provides specialized motors for rocket engines, crucial for thrust adjustment during recovery [14][39] - Aerospace Universe (688523) specializes in composite materials, supporting lightweight structures for rockets [15][40] Group 6 - Guoguang Electric (688776) provides electrical equipment for rockets, supporting electrical control and signal transmission during recovery [16][41] - Aerospace Hongtu (688066) offers satellite remote sensing services, providing environmental monitoring for rocket recovery [17][42] - Chunzong Technology (603516) provides ground measurement and control equipment for rocket launches and recoveries [18][43] Group 7 - Aerospace Electromechanical (600151) supplies solar panels and power systems for rockets, supporting energy management during recovery [19][44] - Wuzhou Xinchun (603667) supplies bearings for recovery systems, with annual orders valued at 120-180 million yuan [20][45] - Aerospace Morning Light (600501) provides ground support systems for rocket recovery, ensuring efficient execution of recovery operations [21][46] Group 8 - Aerospace Technology (000901) specializes in measurement and control services for rockets, ensuring precise control during recovery [22][47] - Aerospace Power (600343) provides fluid components for rocket engines, ensuring reliable fluid control during recovery [23][48]

Core Viewpoint - The company has maintained a strong growth momentum in its aerospace engine components business, with significant overseas clients and a positive outlook for the future [1] Company Overview - The company's main overseas clients include major international commercial aircraft engine manufacturers such as GE Aviation, Pratt & Whitney (P&W), Safran, and Rolls-Royce (RR) [1] Industry Outlook - The global aviation industry is expected to continue its growth, with Airbus delivering a total of 793 commercial aircraft in 2025 and achieving a record backlog of 8,754 orders by the end of 2025, including 1,124 wide-body aircraft [1] - Boeing is projected to deliver 600 commercial aircraft in the same year, with a backlog of 6,720 orders [1] - Both companies indicate that the demand for new aircraft globally will exceed 42,000 units over the next 20 years, suggesting that the international civil aviation manufacturing supply chain will benefit from this growth trend [1]

Group 1 - The core viewpoint of the article highlights the positive growth trajectory of the aerospace engine components business for the company, with a strong outlook for the future driven by increasing global demand in the aviation industry [1] Group 2 - The company identified its major overseas clients as leading commercial aircraft engine manufacturers, including GE Aviation, Pratt & Whitney (P&W), Safran, and Rolls-Royce (RR) [1] - The global aviation industry is expected to continue its growth, with Airbus projected to deliver 793 commercial aircraft in 2025 and a record backlog of 8,754 aircraft by the end of 2025, including 1,124 wide-body aircraft [1] - Boeing is also expected to deliver 600 commercial aircraft in 2025, with a backlog of 6,720 aircraft [1] - Both Airbus and Boeing's latest global market forecasts indicate that the demand for new aircraft over the next 20 years will exceed 42,000 units, suggesting long-term benefits for the international civil aviation manufacturing supply chain [1]

证券日报网讯2月10日，航宇科技在互动平台回答投资者提问时表示，RR为公司的客户，公司与其签订 有长期供货协议，公司为其多款发动机的高低压涡轮、燃烧室等关键部位提供产品。 ...

"实干是跨越困境、兑现目标的唯一路径……摒弃'为KPI而干'的形式主义。"近日，航宇科技 （688239.SH）董事长张华对企业发展提出了要求。 如何实干？2月6日晚间，航宇科技公告显示，为进一步优化公司战略布局，拓宽海外市场业务，公司拟 通过孙公司投资建设斯洛伐克工业装备零部件锻造生产基地，投资金额不超过1.05亿欧元（折合人民币 约8.62亿元）。 航宇科技认为，本项目依托当地良好的市场环境和产业基础，有助于公司进一步扩大海外业务规模、提 升整体营收水平，对巩固并提升公司在民用工业装备制造领域的市场地位具有积极作用。 2025年下半年，航天航空板块在政策红利、技术突破和资本热潮的推动下，迎来历史性爆发。 长江商报记者发现，航宇科技的股价也随着市场推动大幅上涨，近半年来公司股价涨幅约为73%，当前 总市值达125.24亿元。 海外收入占比超40% 航宇科技表示，公司目前财务状况稳健，本次对外投资不会对公司主营业务、持续经营能力及资产状况 造成不利影响。 总体而言，航宇科技认为，本项目依托当地良好的市场环境和产业基础，有助于公司进一步扩大海外业 务规模、提升整体营收水平，对巩固并提升公司在民用工业装备制造领域 ...