Core Viewpoint - The aviation equipment sector experienced a significant increase of 4.11% on January 12, with Jianghang Equipment leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4165.29, up by 1.09%, while the Shenzhen Component Index closed at 14366.91, up by 1.75% [1]. - Jianghang Equipment (688586) saw a closing price of 18.16, with a remarkable increase of 17.01% and a trading volume of 563,600 shares, amounting to a transaction value of 9.51 billion [1]. - Other notable performers included Xibu Superconductor (688122) with a closing price of 106.21, up by 14.27%, and Huamai Technology (688281) at 104.01, up by 12.29% [1]. Group 2: Fund Flow Analysis - The aviation equipment sector experienced a net outflow of 1.313 billion from institutional investors, while retail investors saw a net inflow of 852 million [2]. - The individual stock fund flow indicated that Guangwei Composite (300699) had a net inflow of 2.39 million from institutional investors, while it faced a net outflow of 28.2 million from retail investors [3]. - Zhongjian Technology (300777) reported a net inflow of 102 million from institutional investors, contrasting with a net outflow of 36.97 million from retail investors [3].

证券代码：688281 证券简称：华秦科技 公告编号：2026-003 陕西华秦科技实业股份有限公司 股票交易异常波动公告 1 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： 陕西华秦科技实业股份有限公司（以下简称"公司"）股票于 2026 年 1 月 8 日、1 月 9 日、1 月 12 日连续三个交易日内收盘价格涨幅偏离值累计超过 30%， 根据《上海证券交易所科创板股票上市规则》《上海证券交易所交易规则》《上海 证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常 波动情形。 经公司自查并向公司控股股东、实际控制人核实，截至本公告披露日， 不存在关于公司的应披露而未披露的重大事项。公司目前生产经营正常，未发生 重大变化。 公司股价短期波动幅度较大，公司特别提醒广大投资者，注意投资风险， 理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票（证券代码：688281 股票简称：华秦科技）于 2026 年 1 月 8 日、 1 月 9 日、1 月 12 日连续三个交易日内收盘价格 ...

证券代码：688281 证券简称：华秦科技 公告编号：2026-002 陕西华秦科技实业股份有限公司 关于变更签字项目合伙人的公告 1 的自律监管措施、纪律处分等情况。常晓波先生不存在违反《中国注册会计师职 业道德守则》对独立性要求的情形。 三、本次变更签字项目合伙人对公司的影响 本次变更签字项目合伙人系信永中和内部工作调整，变更过程中相关工作安 排已有序交接，变更事项不会对公司 2025 年度相关审计工作产生不利影响。 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。 陕西华秦科技实业股份有限公司（以下简称"公司"或"华秦科技"）于 2025 年 4 月 23 日召开了第二届董事会第十次会议，于 2025 年 5 月 15 日召开了 2024 年年度股东大会，审议通过了《关于续聘会计师事务所的议案》，同意公 司聘任信永中和会计师事务所（特殊普通合伙）（以下简称"信永中和"）为公 司 2025 年度财务审计机构及内部控制审计机构。具体详见公司于 2025 年 4 月 25 日在上海证券交易所网站（www.sse.com.cn ...

华秦科技公告称，公司股票于2026年1月8日、1月9日、1月12日连续三个交易日内收盘价格涨幅偏离值 累计超30%，属异常波动。经自查，公司生产经营正常，无应披露未披露重大事项。近期市场关注商业 航天、机器人概念，公司部分产品可应用于上述领域，但相关业务处于前期探索阶段，对营收贡献不确 定。公司提醒投资者注意风险，理性投资。 ...

Core Viewpoint - The company, Huajin Technology (688281.SH), is focusing on special functional materials and is exploring business opportunities in the aerospace and advanced materials sectors, despite the current uncertainty in revenue contributions from these new areas [1]. Group 1: Business Focus - The company is primarily engaged in the research, production, and sales of special functional materials, with a main revenue source from the aerospace engine industry [1]. - Recent market interest in commercial aerospace and robotics has prompted the company to consider expanding its business into these areas, including aerospace component processing and advanced materials [1]. Group 2: Product Applications - Products such as thermal barrier materials, thermal barrier coatings, and ceramic matrix composites are applicable in the commercial aerospace sector [1]. - Ultra-fine crystal materials are relevant to the robotics industry, but these applications represent only one aspect of the company's product offerings [1]. Group 3: Market Stage and Uncertainty - The company notes that the commercial aerospace and robotics industries are still in their early stages, leading to significant uncertainty and unpredictability regarding revenue contributions from these new business areas [1].

Core Viewpoint - The aerospace ETF Tianhong (159241) has shown significant market activity, with a turnover of 34.03% and a trading volume of 216 million yuan, reflecting strong investor interest in the aerospace sector [1]. Group 1: ETF Performance - As of January 9, 2026, the aerospace ETF Tianhong (159241) tracked the National Aerospace Industry Index (CN5082), which surged by 4.44%, with constituent stocks such as Huayin Technology (688281) rising by 18.92% and Guoke Military Industry (688543) by 18.01% [1]. - Since the "924" market rally, the National Aerospace Industry Index has increased by 108.78% [1]. - On the previous Friday, the aerospace ETF Tianhong (159241) experienced a net subscription of 54 million units, indicating strong capital inflow [1]. Group 2: Product Highlights - The aerospace ETF Tianhong (159241) is designed to efficiently capture core military aerospace opportunities, with a military attribute ratio of 97.86%, making it the highest military content index in the market [3]. - The weight of aerospace equipment in the ETF is notably high at 66.8%, surpassing other indices such as the CSI Military and CSI Defense indices [3]. Group 3: Industry Developments - China has applied for over 200,000 satellite frequency resources, indicating a strategic national initiative to accelerate its satellite capabilities and compete with SpaceX [4]. - According to Guojin Securities, the construction of satellite internet is driving strong demand for commercial rockets, with plans to launch a total of 44,816 satellites, leading to an estimated annual need for approximately 8,963 satellite replacements [5]. - The commercial rocket industry in China is entering a new phase of engineering and industrialization, supported by government policies and the initiation of IPO processes for several commercial rocket companies [5].

Core Viewpoint - The company reported a revenue of 801 million yuan for the first three quarters of 2025, representing an 8.63% increase compared to the same period last year [1] Financial Performance - The net profit attributable to shareholders for the first three quarters of 2025 was 243 million yuan, showing a gradual improvement quarter-on-quarter [1] - The revenue from the company's main research and development activities continues to rise, with over 60% of income coming from products awaiting mass production [1] Business Segments - Significant growth was observed in special functional composite materials and thermal resistance materials, with notable increases in both orders and revenue [1] - The subsidiary Huayin Hangfa achieved a revenue of 102.64 million yuan, a 142.95% increase year-on-year, with external revenue contributing 87.62 million yuan [1] - The subsidiary Huayin Guangsheng reported a revenue of 9.85 million yuan, marking an increase of 184.92% year-on-year, with external revenue at 8.19 million yuan [1] - The subsidiary Shanghai Ruihua Sheng experienced a remarkable revenue growth of 1825.28% year-on-year, reaching 1.01 million yuan [1]

证券日报网1月9日讯，华秦科技在接受调研者提问时表示，华秦光声以国内首创的声学超构材料和光声 检测技术为核心，为客户提供专业的声学、振动及检测领域的全链条技术解决方案。华秦光声聚焦先进 声学材料级光声检测仪器设备研发。声学超材料方面，其成功开发出超构声学吸声体、杂化基材吸声材 料以及面向航空与船舶环境的专用降噪复合材料，并配套研制了适用于高精度设备的静音箱和储能系统 消声器等系列产品。其积极推进材料技术在电力、半导体、航空航天、船舶及新型储能等关键领域的落 地，覆盖从输配电网络到高端制造装备的多样化噪声控制场景，并为国产大飞机、新一代高速动车组、 特高压变电装备等国家重大工程提供具有竞争优势的关键声学材料。光声检测仪器设备方面，公司聚焦 航空航天、电力等国家战略性产业对高精度、非接触式缺陷检测的迫切需求，研发的激光超声检测设 备，适用于原位无损缺陷检测，检测缺陷精度达亚毫米级。针对国内在低频声学检测装备长期依赖进口 的"卡脖子"问题，公司自主研发的低频声场矢量成像仪已完成核心传感器、信号处理模块及声成像算法 的全链条国产化，性能指标达到国内领先水平，产品可用于新能源、电力和建筑等行业，在部分大型企 业已进入现 ...

Group 1 - Huayin Technology is expanding its client base and product boundaries based on precision machining of aerospace components [2] - The intelligent processing and manufacturing project for aerospace components has basically commenced production, with ongoing verification of component processes [2] - Huayin Hangfa has mastered processing technologies for difficult-to-machine materials such as titanium alloys and high-temperature alloys, achieving significant progress in flexible processing technology for complex aerospace components [2] Group 2 - Hanzheng Hangcai has constructed two ACDR production lines and one ultra-fine crystal bar production line, currently conducting product trial production and verification [2] - The ultra-fine crystal bearings produced by Hanzheng Hangcai have been supplied in bulk to major domestic new energy vehicle manufacturers, marking entry into the new energy vehicle bearing sector [2] - Hanzheng Hangcai is also expanding into other high-end bearing industries, with products like modified high-strength long-life wheel hubs for commercial vehicles already produced and delivered for verification [2]

Group 1 - The aviation equipment sector experienced a significant increase of 3.29% on January 9, with Huayin Technology leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Key stocks in the aviation equipment sector showed notable price increases, with Huayin Technology rising by 18.92% to a closing price of 92.63, and Xibu Superconductor increasing by 11.32% to 92.95 [1] Group 2 - The aviation equipment sector saw a net inflow of 243 million yuan from institutional investors, while retail investors contributed a net inflow of 907 million yuan [2] - Major stocks like Guangqi Technology and Aerospace Rainbow had mixed fund flows, with Guangqi Technology experiencing a net inflow of 639 million yuan from institutional investors [3] - The overall trading volume in the aviation equipment sector was substantial, with significant transactions recorded for stocks like Xibu Superconductor and Aerospace Rainbow [1][2]