登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688282 证券简称：理工导航 公告编号：2026-001 ● 经营业绩亏损的相关风险。2024年度公司归属于上市公司股东的扣除非经常性损益的净利润-877.50万 元。2025年1-9月归属于上市公司股东的扣除非经常性损益的净利润为-716.52万元。公司特别提醒投资 者注意经营业绩相关风险。 北京理工导航控制科技股份有限公司 股票交易异常波动暨风险提示公告 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： ● 北京理工导航控制科技股份有限公司（以下简称"公司"或"本公司"）股票于2026年1月9日、2026年1 月12日连续两个交易日收盘价格涨幅偏离值累计达到30%，根据《上海证券交易所交易规则》的有关规 定，属于股票交易异常波动情形。 ● 经公司自查并发函问询公司控股股东、实际控制人，截至本公告披露日，公司日常经营情况正常，未 发生重大变化。公司不存在应披露而未披露的重大信息。 ● 公司的主要产品及服务包括惯性导航系统、惯性导航系统核心部件、 ...

Core Viewpoint - The commercial aerospace sector remains active, with multiple stocks experiencing significant movements, but many companies clarify that they do not engage in commercial aerospace-related businesses [1] Group 1: Companies Not Involved in Commercial Aerospace - Aerospace Engineering explicitly states it does not engage in commercial aerospace or related businesses, and its shareholder reduction plan is not yet fully implemented [2] - Northern Navigation confirms it has no relevant business in commercial aerospace and has not received related orders [2] - Star Ring Technology indicates it does not actually conduct commercial aerospace business and has no connection with Shanghai Star Ring Energy Technology Co., Ltd [2] - Aerospace Longfeng currently does not engage in brain-computer interface or commercial aerospace-related businesses [2] - Aerospace Power's main business does not involve commercial aerospace, focusing instead on processing rocket engine components [2] Group 2: Companies with Minimal Involvement in Commercial Aerospace - *ST Chengchang notes that the commercial aerospace industry is in its early stages, with no significant changes to the company's fundamentals [2] - XinKe Mobile reports that revenue from the satellite internet sector accounts for approximately 2% to 3% of total revenue, having no major impact on performance [2] - Huayin Technology primarily engages in the production and sales of special functional materials and is exploring aerospace component processing [2] - Aerospace Hongtu's main business is still in the satellite application phase [2] - ZhiMingDa has approximately 20 million yuan in embedded computing orders related to commercial aerospace, representing 4.8% of its total [2] Group 3: Companies with Limited Commercial Aerospace Revenue - Platinum Specialties indicates that commercial aerospace contributes minimally to total revenue [2] - Haoneng Co., Ltd. states that its aerospace component business, including valves and sheet metal products, generates very small revenue [2] - Zhongke Xingtou mentions that the stock price increase is not supported by actual performance in commercial aerospace, indicating a significant disconnect from fundamentals [2] - Aerospace Morning Light's main business involves special equipment and specialized vehicle modifications, with no expected major changes in revenue structure in the short term [2] - Electric Science Digital has not previously engaged in commercial aerospace, with satellite communication products accounting for less than 0.1% of overall business [2] - Zhongheng Design has won bids for some high-end manufacturing base design projects in commercial aerospace, but individual project contract amounts are small [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 来源：中国基金报 【导读】包括商业航天概念，GEO概念在内的多只牛股、涨停股、概念股齐发公告 中国基金报记者 泰勒 大家好啊，A股大涨之后，1月12日晚间，多只牛股、涨停股齐发公告提示风险！ 6连板"20CM"涨停志特新材：公司股票交易异常波动 将停牌核查 志特新材公告称，公司股票自2026年1月5日至1月12日连续6个交易日涨停，涨幅为198.57%，股价波动 较大。为维护投资者利益，公司将就股票交易波动情况进行核查。经申请，公司股票自1月13日开市起 停牌，预计停牌时间不超过3个交易日。公司提醒投资者注意二级市场交易风险。此外，公司前期披露 的信息无需要更正或补充之处，主营业务未发生变化，且近期经营情况及内外部经营环境未发生重大变 化。 "20CM"涨停4天3板邵阳液压：公司产品未直接服务商业航天领域客户 邵阳液压发布股票交易严重异常波动公告称，目前公司产品主要应用于冶金、水利水电等行业，未直接 服务商业航天领域客户，且未以"航空航天相关业务"作为公司主业方向。经自查，公司曾为某地面发射 设备公司提供过液压缸和液压系统，但该类产品技术成熟、替代性强，市场容 ...

智通财经APP讯，理工导航(688282.SH)发布公告称，近期，部分网站、股吧将公司股票纳入商业航天 板块。公司的主要产品及服务包括惯性导航系统、惯性导航系统核心部件、其他零部件和技术服务等， 产品主要用于远程制导弹药等武器装备。公司在商业航天应用领域的相关规划目前仅处于业务布局的起 步阶段，2025年1-9月业务收入约为154.40万元(未经审计)。 ...

Core Viewpoint - The company, 理工导航 (688282.SH), has been included in the commercial aerospace sector by various websites and forums, indicating a potential shift in market perception and business focus [1] Group 1: Company Overview - The main products and services of the company include inertial navigation systems, core components of inertial navigation systems, other parts, and technical services [1] - The products are primarily used in remote-guided munitions and other weaponry [1] Group 2: Business Development - The company's planning in the commercial aerospace application field is currently in the initial stages of business layout [1] - For the period from January to September 2025, the company's business revenue is approximately 1.544 million yuan (unaudited) [1]

Core Viewpoint - Multiple stocks related to commercial aerospace and GEO concepts have experienced significant price fluctuations, prompting companies to issue risk warnings to investors [1]. Group 1: Stock Performance and Risk Warnings - Zhite New Materials announced a trading suspension after its stock rose 198.57% over six consecutive trading days, indicating significant volatility [1]. - Shaoyang Hydraulic clarified that its products do not directly serve commercial aerospace clients, with related orders being incidental and accounting for less than 0.2% of annual revenue [5]. - Aerospace Power stated that its main business does not involve commercial aerospace, with related revenue contributing less than 2% [8]. Group 2: Company Financials and Market Reactions - Companies like BlueFocus reported that AI-driven revenue constitutes a small portion of overall income, with stock price fluctuations exceeding 100% over seven trading days [11]. - Companies such as Zhongke Xingtou indicated that their stock price increases are not supported by actual business performance in the commercial aerospace sector, highlighting a disconnect from fundamentals [25]. - Zhenyou Technology noted that its revenue from the satellite internet sector was approximately 7.15% of total revenue for the first three quarters of 2025, indicating limited impact on overall performance [49]. Group 3: Business Operations and Future Outlook - Companies like Hangxiao Steel Structure and Aerospace Development reported that their recent project wins in the aerospace sector have minimal financial impact, with contract amounts being small relative to total revenue [28][44]. - Companies such as Gravity Media and Star Ring Technology emphasized that their GEO business is still in the early stages and has not yet generated significant revenue [31][36]. - Aerospace Hongtu mentioned that its main business is still in the satellite application phase, with potential risks related to the timing of satellite launches affecting revenue [41].

Group 1 - The geopolitical risks and policy uncertainties are enhancing the safe-haven attributes of precious metals, with silver futures surging by 6.00% and gold prices rising significantly due to increased demand for safe-haven assets [1] - The European Commission is prepared to impose new and stricter sanctions on Iran, escalating geopolitical tensions, while the independence of the Federal Reserve's policies is under scrutiny, further reinforcing gold's role as a traditional risk hedge [1] - Precious metals like gold and silver are expected to maintain an upward price trajectory amid a complex macroeconomic environment [1] Group 2 - Rongchang Biopharmaceutical announced a significant exclusive licensing agreement with AbbVie for a novel bispecific antibody drug, RC148, which will yield an upfront payment of $650 million and potential milestone payments up to $4.95 billion [1] - This transaction highlights the growing recognition of competitive domestic innovative biopharmaceuticals by international pharmaceutical giants, showcasing the improved negotiation power of domestic companies [1] - The deal is expected to encourage more domestic innovative drug companies to deepen their efforts in cutting-edge treatment areas such as oncology and autoimmune diseases, accelerating their internationalization through licensing collaborations [1] Group 3 - The Guangzhou Futures Exchange has implemented strict regulations on lithium carbonate futures trading, limiting clients who exceed opening limits to prevent excessive speculation and maintain market order [2] - This regulatory action aims to ensure that lithium carbonate futures prices reflect true supply and demand dynamics, promoting compliance among industry players and investors [2] - The focus is shifting from supply pressure to consumer-driven demand, indicating a robust performance in the demand side of the lithium market [2] Group 4 - The commercial aerospace sector is experiencing heightened attention, with several companies issuing announcements to warn about risks associated with stock price volatility [2] - Platinum Technology noted that the commercial aerospace development stage is still early, contributing limited revenue to the company in the coming years [2] - Other companies, such as Zhongke Star Map, indicated that the current stock price surge is not aligned with the actual performance of their commercial aerospace business, highlighting significant risks of detachment from fundamentals [2]

Group 1 - The A-share commercial aerospace sector experienced a significant surge on January 12, with over 40 stocks hitting the daily limit, including Xingtu Measurement and Control, Tianyin Electromechanical, and Guangha Communication, with a cumulative increase of 33.38% in the Wenhua Commercial Aerospace Theme Index since 2026 [1] - Multiple commercial aerospace ETFs also reached their daily limit, with one ETF under Yongying Fund surpassing 10 billion RMB in scale [3] - The satellite industry chain has shown strong performance since the end of 2025, with one investor reporting a cumulative return of approximately 31.60% from two ETFs focused on satellite communication and industry indices [5] Group 2 - Several listed companies issued urgent announcements on January 12 regarding their involvement in the commercial aerospace sector, with companies like Ligong Navigation and Zhongke Xingtou clarifying that their business in this area is still in the early stages or not directly related to commercial aerospace [7][8] - Companies such as Zhonghe Design and Guokai Military Industry reported minimal revenue contributions from commercial aerospace projects, with Zhonghe Design's related income accounting for only 0.39% of total revenue [9][11] - Other companies like Aihua Technology and North Navigation emphasized that they do not engage in commercial aerospace activities, warning of potential risks associated with their stock price surges [10][14]

格隆汇1月12日丨理工导航(688282.SH)公布，公司的主要产品及服务包括惯性导航系统、惯性导航系统 核心部件、其他零部件和技术服务等，产品主要用于远程制导弹药等武器装备。公司在商业航天应用领 域的相关规划目前仅处于业务布局的起步阶段，2025年1-9月业务收入约为154.40万元（未经审计）。 ...

证券代码：688282 证券简称：理工导航 公告编号：2026-001 北京理工导航控制科技股份有限公司 股票交易异常波动暨风险提示公告 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： 北京理工导航控制科技股份有限公司（以下简称"公司"或"本公司"） 股票于 2026 年 1 月 9 日、2026 年 1 月 12 日连续两个交易日收盘价格涨幅偏离 值累计达到 30%，根据《上海证券交易所交易规则》的有关规定，属于股票交易 异常波动情形。 经公司自查并发函问询公司控股股东、实际控制人，截至本公告披露日， 公司日常经营情况正常，未发生重大变化。公司不存在应披露而未披露的重大信 息。 公司的主要产品及服务包括惯性导航系统、惯性导航系统核心部件、其他 零部件和技术服务等，产品主要用于远程制导弹药等武器装备。公司在商业航天 应用领域的相关规划目前仅处于业务布局的起步阶段，2025 年 1-9 月业务收入约 为 154.40 万元（未经审计）。 股价短期涨幅过大的风险。公司股票自 2026 年 1 月 7 日以来收盘 ...