Market Overview - The aviation equipment sector increased by 1.71% on July 29, with Hangfa Technology leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Stock Performance - Hangfa Technology (600391) closed at 32.03, up 9.99% with a trading volume of 361,600 shares and a transaction value of 1.102 billion [1] - Hangya Technology (688510) closed at 25.86, up 8.66% with a trading volume of 157,400 shares [1] - Zongheng Co. (688070) closed at 59.88, up 6.62% with a trading volume of 48,000 shares [1] - Chengxi Aviation (300581) closed at 22.86, up 6.08% with a trading volume of 988,700 shares and a transaction value of 2.213 billion [1] - Hangyu Technology (688239) closed at 39.87, up 5.87% with a trading volume of 63,900 shares [1] - Other notable stocks include Zhonghang Shenfei (600760) at 66.14, up 3.38%, and Feilai (300395) at 83.04, up 2.86% [1] Capital Flow - The aviation equipment sector saw a net inflow of 239 million in main funds, while retail investors experienced a net outflow of 197 million [2][3] - Major stocks like Zhonghang Shenfei (600760) had a net inflow of 334 million, while Hangfa Technology (600391) saw a net outflow of 101 million from retail investors [3]

专题：科创板六载沉浮：券商格局生变，谁是赢家？谁踩雷？谁在裸泳？ 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2019年7月22日，定位"硬科技"的科创板正式开市，也标志着注册制试点落地。截至2025年7月22日，科创板累计有591家公司上市（含已退市两家），IPO募 集资金合计9271.56亿元，总市值超过7万亿元。科创板显著优化了A股市场行业结构，成为关键核心技术攻关新型举国体制的重要平台。 | | | 科创板开市6周年IP0承销情况 | | | --- | --- | --- | --- | | 序号 | ·· | 募集资金(亿元) 承销家数 | 市 | | 1-0 | 国泰海通 | 2,137.77 | 112 | | 2 | 中信证券 | 1,670.69 | ਰੇਰੇ | | 3 | 中美公司 | 1,302.54 | 70 | | ব | 中信建投证券 | 880.15 | 64 | | റ | 华泰证券 | 622.88 | 56 | | ଚ | 国联民生 | 248.71 | 37 | | 7 | 招商证券 | 247.65 | 21 | | 8 | 东方证券 ...

Core Insights - The aviation engine and gas turbine industries in China are expected to compete with and potentially surpass their Western counterparts in certain areas [1][7] - Despite uncertainties in globalization, China's influence is rising and playing a significant role in the global market [1][8] - The integration into the global supply chain is crucial for the development of domestic technology systems [1] Company Performance - Wuxi Hangya Technology Co., Ltd. reported a revenue of 174 million yuan for Q1 2025, representing a year-on-year growth of 8.37% [1][4] - The net profit attributable to shareholders reached 36.53 million yuan, up 15.43% year-on-year, indicating a positive response to broader industry prospects [1][4] - As of July 24, the total market capitalization of Hangya Technology stood at 5.87 billion yuan [1] Industry Trends - The global aviation industry is undergoing a significant restructuring, with China's "two-machine" industry poised for a "silent revolution" [1][7] - The share of revenue from domestic aircraft power systems increased by 12% year-on-year, while revenue from lightweight gas turbine components grew by over 20% [4] - The upcoming C919 and C929 aircraft engines are expected to mark a turning point for the industry, with a promising development period anticipated over the next 20 years [7] Strategic Positioning - Hangya Technology aims to balance its operations between stable international orders and rapid development for domestic projects [9] - The company is committed to deepening its involvement in the domestic commercial engine development while maintaining a presence in the international market [8][9] - The integration of traditional gas turbine companies into the aviation sector is expected to drive the growth of China's "two-machine" strategy [8]

Core Viewpoint - The stock of Hangya Technology (688510) shows a strong overall score of 62.04, indicating a robust performance in the market [1] Group 1: Price and Cost Analysis - The current main cost for the stock is 22.00 yuan, with a 5-day main cost of 21.64 yuan, a 20-day main cost of 20.74 yuan, and a 60-day main cost of 18.71 yuan [1] - The stock has not experienced any limit-up or limit-down events in the past year [1] Group 2: Technical Analysis - Short-term pressure level is at 22.12 yuan, while the short-term support level is at 20.95 yuan [2] - The mid-term pressure level is at 22.32 yuan, and the mid-term support level is at 18.00 yuan [2] - The current short-term and mid-term trends are unclear, awaiting direction from main capital [2] Group 3: Fund Flow Data - On June 24, 2025, the net outflow of main capital was 457.56 million yuan, accounting for -2% of the total transaction volume [2] - There was a net inflow of 483.10 million yuan from large orders, while large orders saw a net outflow of 940.66 million yuan [2] - Retail investors contributed a net inflow of 10.84 million yuan [2] Group 4: Financial Data - The latest financial report indicates earnings per share of 0.12 yuan and an operating profit of 0.36 billion yuan [3] - The sales gross margin stands at 41.234%, with a net profit of 30,860,960.17 yuan [3] Group 5: Related Industries - The stock is associated with various sectors, including aerospace (-0.18%), medical devices (1.81%), large aircraft (1.21%), and general aviation (1.42%) [4]

Core Viewpoint - The stock of Hangya Technology (688510) shows a strong overall score of 69.33, indicating a robust performance in the market [1][2]. Price and Cost Analysis - The current main cost is 22.05 CNY, with a 5-day main cost of 21.43 CNY, a 20-day main cost of 19.39 CNY, and a 60-day main cost of 18.26 CNY [1][3]. - The stock has not experienced any limit-up or limit-down events in the past year [1]. Technical Analysis - The short-term resistance level is at 22.32 CNY, while the short-term support level is also at 22.32 CNY [2]. - The mid-term resistance level is at 17.27 CNY, and the mid-term support level is currently undefined [2]. Fund Flow Data - On June 13, 2025, the net outflow of main funds was 27.6014 million CNY, accounting for -9% of the total transaction volume [2][3]. - The net outflow from large orders was 15.3091 million CNY, while the net inflow from retail investors was 1.2425 million CNY [2][3]. Financial Data - The latest financial report indicates earnings per share of 0.12 CNY and an operating profit of 0.36 billion CNY [4]. - The net profit reported is approximately 30.86 million CNY, with a sales gross margin of 41.234% [4]. Related Industry and Concept Sectors - The stock is associated with various sectors, including aerospace (3.00%), medical device concepts (-2.01%), large aircraft (0.57%), and general aviation (-0.18%) [4].

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： 证券代码：688510 证券简称：航亚科技 公告编号：2025-029 无锡航亚科技股份有限公司 关于参加 2024 年度科创板航空航天行业 集体业绩说明会的公告 投资者可于 2025 年 05 月 15 日（星期四）至 2025 年 05 月 21 日（星期三） 下午 16:00 前登录上证路演中心网站首页，点击"提问预征集"栏目或通过公司邮箱 IRM@hyatech.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 无锡航亚科技股份有限公司（以下简称"公司"）已于 2025 年 03 月 28 日发布 公司 2024 年度报告，为便于广大投资者更全面深入地了解公司 2024 年经营成果、 财务状况、发展理念等事项，公司拟参加 2024 年度科创板航空航天行业集体业绩 说明会，此次活动将采用网络互动的方式举行，投资者可登录上海证券交易所上证 路演中心（http://roadshow.sseinfo.com/）参与线上互动交流。 一、 说明会类 ...

证券代码：688510 证券简称：航亚科技 公告编号：2025-028 特此公告。 无锡航亚科技股份有限公司董事会 2025 年 05 月 08 日 无锡航亚科技股份有限公司 关于选举第四届董事会职工代表董事的公告 本公司董事会及全体董事保证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。 根据《中华人民共和国公司法》《上市公司章程指引》等法律法规及《无锡 航亚科技股份有限公司章程》（2025 年修订）的有关规定，为保证无锡航亚科技 股份有限公司（以下简称"公司"）董事会的合规运作，公司于 2025 年 5 月 7 日 召开职工代表大会并作出决议，会议同意选举邵燃先生（简历详见附件）担任公 司第四届董事会职工代表董事。邵燃先生由第四届董事会非职工代表董事变更为 第四届董事会职工代表董事，任期至公司第四届董事会任期届满之日止。本次选 举完成后，公司董事会中由职工代表担任的董事人数总计不超过公司董事总数的 二分之一。 附件：邵燃先生简历 1969 年生，中国国籍，无境外永久居留权，高级工程师，机械工程专业学 士。1990 年 07 月至 2005 年 09 ...

证券代码：688510 证券简称：航亚科技 公告编号：2025-027 无锡航亚科技股份有限公司 2025年第一次临时股东大会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 5 月 7 日 （二） 股东大会召开的地点：公司会议室（江苏省无锡市新东安路 35 号航亚科 技 1 号门） （四） 表决方式是否符合《公司法》及公司章程的规定，大会主持情况等。 本次股东大会由董事会召集，董事长严奇先生主持，以现场投票和网络投票 相结合的方式进行表决。本次股东大会的召集、召开程序、出席会议人员的资格、 召集人资格、会议的表决程序和表决结果符合《公司法》《证券法》《无锡航亚科 技股份有限公司章程》的规定。 （五） 公司董事、监事和董事会秘书的出席情况 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 98 | | --- | -- ...

北京植德律师事务所 关于无锡航亚科技股份有限公司 2025 年第一次临时股东大会的 法律意见书 植德京(会)字[2025]0037 号 二〇二五年五月 北京市东城区东直门南大街 1 号来福士中心办公楼 12 层 邮编：100007 12th Floor, Raffles City Beijing Office Tower, No.1 Dongzhimen South Street, Dongcheng District, Beijing 100007 P.R.C 电话(Tel)：010-56500900 传真(Fax)：010-56500999 www.meritsandtree.com 1 北京植德律师事务所 关于无锡航亚科技股份有限公司 2025 年第一次临时股东大会的 法律意见书 植德京（会）字[2025]0037 号 本所律师参加本次会议进行见证，并根据《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》（以下简称"《证券法》"）、 《上市公司股东会规则》（以下简称"《股东会规则》"）、《律师事务所从事 证券法律业务管理办法》（以下简称"《证券法律业务管理办法》"）、《律师 ...

Core Viewpoint - The A-share ST sector is experiencing a strong performance, with over 40 stocks including *ST Jingang, *ST Tianwei, *ST Bodao, *ST Gaohong, *ST Zhongdi, *ST Chuntian, and ST Ruihe hitting the daily limit up [1] Group 1 - The ST sector is showing significant strength in the A-share market [1] - More than 40 stocks in the ST category have reached their daily trading limit [1]