天眼查App显示，近日，四川华光航宇科技有限公司成立，法定代表人为李雪，注册资本100万人民 币，经营范围为一般项目：软件开发；软件销售；智能无人飞行器销售；集成电路销售；集成电路芯片 及产品销售；互联网销售（除销售需要许可的商品）；电子产品销售；技术服务、技术开发、技术咨 询、技术交流、技术转让、技术推广；国内贸易代理；货物进出口；技术进出口。（除依法须经批准的 项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - The report emphasizes the importance of "globalization and AI+" in advancing high-quality development in the defense and military industry, highlighting the need for modernization and efficiency improvements in military systems [5][30][34] - The investment strategy focuses on balancing value and growth, with traditional sectors entering an S-curve evolution phase while new demands and replacements coexist [5][30] Section Summaries 1. Current Development Stage from the S-Curve Perspective - The defense and military industry is in a growth phase, with traditional sectors experiencing rapid development during the previous five-year plan, but not yet entering a slowdown [16][26] - The S-curve model indicates that the industry lifecycle includes multiple product lifecycles, with the current focus on extending product lifespans through innovation [23][24] 2. S-Curve Cycle Expansion - Global military trade remains robust, emphasizing the importance of lifecycle management from equipment to services [9][18] - The report anticipates that the demand for large aircraft and low-altitude economic activities will accelerate due to supportive policies [9][28] 3. S-Curve Cycle Evolution - Supply chain reforms are crucial for reducing costs and complexity, enhancing the focus on maintenance and repair services [9][33] - The integration of unmanned systems and intelligent technologies is expected to drive significant advancements in military capabilities [9][51] 4. New Cycle of the S-Curve: Emerging Industries - The report identifies commercial aerospace, AI, controllable nuclear fusion, quantum information, and deep-sea technology as key areas for future growth [9][57][65] - The acceleration of technological advancements and policy support is expected to unlock new market opportunities in these sectors [9][58] 5. Investment Recommendations - The report recommends focusing on companies that align with the evolving S-curve, particularly those involved in supply chain reform, maintenance, and unmanned systems [5][30] - Specific companies highlighted for investment include 航发动力, 中航高科, and 国睿科技, among others, which are positioned to benefit from these trends [6][9]

每经AI快讯，军工装备板块短线走低，航宇科技跌超6%，江龙船艇、晨曦航空、恒宇信通、天海防务 等跟跌。 （文章来源：每日经济新闻） ...

| 代码 | 简称 | 最新融资余额 | 融资余额环比增 | 最新融券余额 | 融券余额环比增 | 当日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | | | (万元） | 减（%） | (万元） | 减（%） | （%） | | 688239 | 航宇 | 41076.10 | 63.50 | 84.34 | 19.85 | 19.85 | | | 科技 | | | | | | | 688119 | 中钢 | 12715.03 | 42.75 | 0.00 | | 2.23 | | | 洛耐 | | | | | | | 688361 | 中科 | 50896.57 | 26.81 | 2087.59 | 6.56 | 10.63 | | | 飞测 | | | | | | | 688682 | 霍莱 | 17086.10 | 25.49 | 0.00 | | 10.21 | | | 沃 | | | | | | | 688719 | 爱科 | 21901.57 | 22.12 | 0.00 | | 12.76 | | | 赛博 | | | | | | | ...

业绩方面，机构净买入个股中，公布2025年业绩预告的共有1只，业绩预告类型来看，预增有1只。以净 利润增幅中值来看，净利润增幅最高的是中国铀业，预计净利润中值为16.25亿元，同比增幅为 11.42%。 （原标题：龙虎榜机构新动向：净买入15股 净卖出16股） 12月12日沪指上涨0.41%，盘后龙虎榜数据显示，机构现身31只个股龙虎榜，净买入15只，净卖出16 只。深沪股通席位出现在18只个股龙虎榜。 证券时报•数据宝统计显示，12月12日机构专用席位现身31只个股龙虎榜，合计净买入2.00亿元。个股 来看，净买入15只，净卖出16只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是国瓷材料，该股今日收盘涨停，全天换手率为13.75%，成交额为 31.16亿元。因日收盘价涨幅达20.00%上榜龙虎榜，前五大买卖营业部中有5家机构专用席位，为买二、 买三、买四、买五、卖五，合计净买入15314.19万元。同时上榜的还有深股通专用席位，净买入8327.84 万元，营业部席位合计净卖出1.32亿元。资金流向方面，该股全天资金净流入2.23亿元。 中能电气，今日收盘涨停，全天换手率为27.68%，成交额为12 ...

资金流向方面，该股今日全天主力资金净流入7980.79万元。（数据宝） 航宇科技12月12日龙虎榜 | 买入营业部名称 | 买入 | | --- | --- | | | 金额(万元) | | 中国银河证券股份有限公司上海杨浦区靖宇东路证券营业部 | 17251.58 | | 沪股通专用 | 8721.90 | | 开源证券股份有限公司西安西大街证券营业部 | 7192.83 | | 平安证券股份有限公司宁波海晏北路证券营业部 | 3140.07 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 1881.50 | | 卖出营业部名称 | 卖出 | | | 金额(万元) | | 机构专用 | 7674.54 | | 机构专用 | 7414.11 | | 机构专用 | 6386.01 | | 申万宏源证券有限公司苏州龙西路证券营业部 | 5132.25 | | 华泰证券股份有限公司南京分公司 | 2619.94 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：航宇科技涨19.85% 机构龙虎榜净卖出2.15亿元） 12月12日航宇科技（688239）收盘价67.2 ...

Core Insights - The chemical industry is entering a favorable phase driven by demand, value, and supply dynamics [5][6][7] - Global supply constraints and the exit of European capacities are expected to enhance the market environment for the chemical sector [7] Demand Drivers - Key opportunities identified in various sectors include: - Gas turbine upstream: companies like Zhenhua Co., Yingliu Co., Longda Co., and Wanze Co. [5] - Refrigerants and fluorinated liquids: companies such as Juhua Co., New Zhoubang, and Runhe Materials [5] - Energy storage supply chain: including Chuanheng Co., Xingfa Group, Yuntianhua, Batian Co., and others [5] - Semiconductor materials: companies like Yanggu Huatai, Wanrun Co., Dinglong Co., and others [5] Value Drivers - Potential for increased dividend yields in sectors such as: - Coal chemical: Hualu Hengsheng, Luxi Chemical, and Baofeng Energy [6] - Oil refining: Hengli Petrochemical, Satellite Chemical, and Sinopec [6] - Phosphate fertilizers: Yuntianhua, Yuntu Holdings, and others [6] Supply Drivers - Domestic anti-involution policies and the exit of European production capacities are expected to support the chemical industry: - PTA and polyester filament: companies like Xin Fengming and Tongkun Co. [7] - Tire manufacturing: including Sailun Tire, Zhongce Rubber, and others [7] Key Companies and Profit Forecasts - Selected companies with profit forecasts include: - Zhenhua Co. (Net profit forecast for 2025: 6.04 billion, PE: 21.8) [8] - Yingliu Co. (Net profit forecast for 2025: 4.08 billion, PE: 42.7) [8] - Longda Co. (Net profit forecast for 2025: 1.06 billion, PE: 34.9) [8] - Wanze Co. (Net profit forecast for 2025: 2.37 billion, PE: 32.9) [8] - Juhua Co. (Net profit forecast for 2025: 48.14 billion, PE: 24.4) [8] Industry Cycle Insights - The chemical industry is expected to enter a new cycle, with demand recovery and supply-side reforms driving growth [14][21] - The chemical price index has shown signs of recovery, indicating a potential upturn in the market [20][21]

12月12日，上证指数上涨0.41%，深证成指上涨0.84%，创业板指上涨0.97%。盘后龙虎榜数据显示，共有51只个 股因当日异动登上龙虎榜，资金净流入最多的是联特科技（301205.SZ），达3.99亿元。 而龙虎榜中资金净流出最多的是摩尔线程（688795.SH），被净卖出为4.67亿元，占总成交金额的4.5%。摩尔线程 收盘下跌13.41%，换手率为42.26%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | 摩尔线程 | -13.41% | -46685 | 4.5% | 42.26% | | 永鼎股份 | 3.99% | -37465 | 4.75% | 25.66% | | 通光线缆 | 19.98% | -15393 | 6.84% | 36.87% | | 银河电子 | -3.92% | -12143 | 4.17% | 37.27% | | 四川金顶 | -4.01% | -9296 | 3.66% | 49.42% | | 东百集团 | -0.13% | ...

下面我们来看下今日龙虎榜情况： 高位股方面，龙洲股份8天7板，航天机电11天6板，中源家居7天5板，*ST铖昌6天5板，再升科技5连板，西部材 料、航天动力6天4板，博纳影业5天4板。 | 天力复合 30.00% | 航天环字 10.99% | 晶丰明源 20.00% 摩尔线图 -13.41% | 蒸灰型 16.84% 源市苏坝 -8.89% | 斯珊新材 17.58% 合规智能 4.95% | 航字科技 19.85% 病膏患团 -0.13% | 广道退 -21.09% 铜峰电子 10.04% | 大鹏工业 10.79% 再升科技 10.05% | | --- | --- | --- | --- | --- | --- | --- | --- | | 凤竹纺织 10.05% | | 梅雁吉祥 10.06% | 中国西电 10.06% | 赌城股份 0.62% | 永鼎股份 3.99% | 灿龄电力 11.29% | 精创电气 1.08% | | 沪市 - EE 2.45% | | 四川金顶 -4.00% | 永悦科技 -10.06% | 国圆科技 -10.01% | 舒伊体育 -10.02% | 用都物业 - ...

当天机构净买入前三的股票分别是富信科技、国瓷材料、中能电气，净买入金额分别是2.42亿元、1.53 亿元、1.24亿元。 | 灿能电力 | 11.29% | 402.25 | | --- | --- | --- | | 中超控股 | 9.94% | 354.26 | | 德艺文创 | -8.25% | 177.20 | | 中洲特材 | 20.01% | -57.58 | | *ST奥维 | -4.78% | -81.19 | | 博纳影业 | 9.97% | -141.93 | | *ST亚太 | -5.04% | -151.33 | | 中利集团 | 9.89% | -180.52 | | 百通能源 | 5.38% | -315.65 | | 安泰科技 | 9.98% | -434.68 | | 精创电气 | 1.08% | -533.31 | | 龙洲股份 | 10.04% | -623.24 | | 信邦制药 | -9.89% | -803.51 | | 大鹏工业 | 10.79% | -1221.05 | | 燕矢微 | 16.84% | -1684.25 | | 华麦线缆 | 10.03% | - ...