格隆汇12月15日｜A股市场商业航天股再度集体爆发，截至半日收盘，天力复合涨17%，西测测试涨超 14%，瑞华泰、陕西华达涨超10%，雷科防务(002413)、航天电子(600879)、通宇通讯(002792)、中超控 股(002471)、华菱线缆、三维通信10CM涨停，飞沃科技涨超9%，钢研高纳(300034)涨超8%，中天火 箭、斯瑞新材、航天智装、上海瀚讯(300762)涨超6%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | ਹੈ | 17.03 | 77.57亿 | 244.94 | | 301306 | 西测测试 | 1 | 14.60 | 76.07亿 | 141.18 | | 688323 | 瑞华泰 | 1 | 10.55 | 36.22 Z | 63.71 | | 301517 | 陕西华达 | 1 | 10.07 | 106亿 | 81.30 | | 002413 | 雷科防务 | 1 | 10.03 | 131亿 | 128.90 | | 600 ...

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 1 | 17.03 | 77.57亿 | 244.94 | | 301306 | 西测试 | 1 | 14.60 | 76.07亿 | 141.18 | | 688323 | 瑞华泰 | 1 | 10.55 | 36.22 乙 | 63.71 | | 301517 | 陕西华达 | 1 | 10.07 | 106亿 | 81.30 | | 002413 | 雷科防务 | 1 | 10.03 | 131亿 | 128.90 | | 600879 | 航天电子 | 第 | 10.01 | 522亿 | 77.56 | | 002792 | 通宇通讯 | 1 | 10.00 | 168亿 | 115.41 | | 002471 | 中超控股 | 1 | 9.98 | 79.94亿 | 113.92 | | 001208 | 华蒙线缆 | 1 | 9.98 | 115亿 | 98.93 | | ...

Core Viewpoint - The commercial aerospace sector continues to strengthen, with multiple companies experiencing significant stock performance increases [1] Group 1: Company Performance - Zhongchao Holdings, Hualing Cable, and Changcheng Electric have achieved consecutive stock gains, with Zhongchao Holdings and Hualing Cable recording three consecutive increases [1] - Longcheng Electric has seen two consecutive stock gains [1] - Companies such as Leike Defense, Taigang Stainless Steel, Fushun Special Steel, and Tongyu Communication have reached their daily price limits [1] - Keda Guochuang, Zhenyou Technology, Kelon New Materials, and Ruihua Tai have all increased by over 10% [1] - Other companies like Jiuzhiyang, Woge Optoelectronics, Youji Co., Laisai Laser, and Kanda New Materials have also shown upward trends [1]

Core Insights - A total of 214 listed companies in the Shanghai and Shenzhen markets have undergone institutional research this week, with the machinery, automotive, and electronics sectors receiving the highest frequency of attention [1] Industry Summary - **Top Industries by Institutional Research**: - Machinery Equipment: 32 companies - Automotive: 25 companies - Electronics: 19 companies - Basic Chemicals: 18 companies - Pharmaceutical Biology: 15 companies - Non-ferrous Metals: 13 companies - Textile and Apparel: 12 companies [2] - **Subsector Focus**: - The top three subsectors attracting institutional interest are automotive parts, specialized equipment, and general equipment. Additionally, interest in industrial metals and home textiles has increased [2] Company Summary - **Most Frequently Researched Companies**: - Both Boying Special Welding and Oke Yi have been researched 4 times each - The top three companies by institutional visit reception are Zhongke Shuguang and Haiguang Information, each receiving 341 visits, followed by Weichuang Electric with 112 visits [3][5] - **Market Performance**: - Companies in the commercial aerospace sector have shown active market performance, with Chaojie Co. reporting significant business developments in commercial rocket manufacturing and expected revenue growth in 2026 [5][6] - Huazhong Cable has secured a market share of 70%-80% in supporting major rocket series and has also reported strong market performance [8] - Sry New Materials has achieved over 17% increase in stock price following successful tests related to reusable rocket engines [10] - Hualaiwo has seen a 20% increase in stock price due to a surge in orders for satellite testing systems [12]

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]

Group 1 - The core viewpoint of the article highlights the financial performance of Ruihua Tai (688323.SH) for the first three quarters of 2025, showing a revenue increase but a net loss [1] - The company achieved an operating revenue of 283 million yuan, representing a year-on-year growth of 18.18% [1] - The net profit attributable to shareholders was a loss of 62.72 million yuan, with a net profit excluding non-recurring gains and losses also showing a loss of 62.96 million yuan [1] - The net cash flow from operating activities reached 108 million yuan, marking a significant increase of 158.34% year-on-year [1] Group 2 - In 2024, the company reported an operating revenue of 339 million yuan, which is a year-on-year increase of 22.88% [3] - The net profit attributable to shareholders for 2024 was a loss of 57.27 million yuan, compared to a loss of 19.60 million yuan in the previous year [3] - The net cash flow from operating activities for 2024 was 138 million yuan, reflecting a growth of 125.20% year-on-year [3] Group 3 - Ruihua Tai was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on April 28, 2021, with an initial public offering of 45 million shares at a price of 5.97 yuan per share [4] - The total amount raised from the IPO was 268.65 million yuan, with a net amount of 218.32 million yuan after expenses [4][5] - The company planned to use the raised funds for the Jiaxing high-performance polyimide film project [5]

股票代码：688323 股票简称：瑞华泰 转债代码：118018 转债简称：瑞科转债 深圳瑞华泰薄膜科技股份有限公司 2025 年第三次临时股东会 会议资料 二〇二五年十二月 深圳瑞华泰薄膜科技股份有限公司 2025 年第三次临时股东会会议资料 2025 年第三次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证大 会的顺利进行，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华 人民共和国证券法》《上市公司股东会规则》以及《深圳瑞华泰薄膜科技股份有 限公司章程》（以下简称"《公司章程》"）《深圳瑞华泰薄膜科技股份有限公司股 东会议事规则》等相关规定，深圳瑞华泰薄膜科技股份有限公司（以下简称"公 司"）特制定2025年第三次临时股东会会议须知： 深圳瑞华泰薄膜科技股份有限公司 2025 年第三次临时股东会会议资料 深圳瑞华泰薄膜科技股份有限公司 2025 年第三次临时股东会会议资料 目录 | 2025 年第三次临时股东会会议须知…………………………………………..…… | 2 | | --- | --- | | 2025 年第三次临时股东会会议议程……………………… ...

证券日报网讯 12月8日晚间，瑞华泰发布公告称，公司于 2025 年 12 月 8 日收到航科新世纪科技发展 （深圳）有限公司出具的《关于股份变动触及 1%刻度的告知函》，2025 年 11 月 26 日至 2025 年 12 月 8日期间，航科新世纪科技发展（深圳）有限公司通过集中竞价的方式减持公司股份 1，000，000 股， 所持有公司股份数量由 42，083，059 股减少至 41，083，059 股，占公司当前总股本的比例由 23.38% 减少至 22.82%，触及 1%的整数倍。 （文章来源：证券日报） ...

| 证券代码：688323 | 证券简称：瑞华泰 | 公告编号：2025-054 | | --- | --- | --- | | 转债代码：118018 | 转债简称：瑞科转债 | | 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | □其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | 合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 1 深圳瑞华泰薄膜科技股份有限公司 关于持股 5%以上股东权益变动 触及 1%刻度的提示性公告 航科新世纪科技发展（深圳）有限公司保证向本公司提供的信息真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 23.38% | | | | 权益变动后合计比例 | 22.82% | | | | ...

格隆汇12月8日丨瑞华泰(688323.SH)公布，公司于2025年12月8日收到航科新世纪科技发展（深圳）有 限公司出具的《关于股份变动触及1%刻度的告知函》，2025年11月26日至2025年12月8日期间，航科新 世纪科技发展（深圳）有限公司通过集中竞价的方式减持公司股份100万股，所持有公司股份数量由 4208.31万股减少至4108.31万股，占公司当前总股本的比例由23.38%减少至22.82%，触及1%的整数倍。 ...