从资金流向上来看，当日黑色家电板块主力资金净流出1.6亿元，游资资金净流出729.27万元，散户资金 净流入1.67亿元。黑色家电板块个股资金流向见下表： 证券之星消息，12月26日黑色家电板块较上一交易日上涨0.28%，兆驰股份领涨。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。黑色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002429 | 兆驰股份 | 7.81 | 4.27% | 163.76万 | | 12.85 Z | | 000801 | 四川九洲 | 17.44 | 0.75% | 44.23万 | | 7.69亿 | | 000810 | 创维数字 | 11.61 | 0.17% | 10.23万 | | 261T | | 688609 | 九联科技 | 9.82 | -0.20% | 6.71万 | 6575.96万 | | | 600839 | 四川长虹 | 9.05 | -0 ...

Core Viewpoint - Sichuan Jiuzhou's stock price has shown a significant increase this year, with a year-to-date rise of 24.35%, indicating positive market sentiment towards the company and its operations [2]. Group 1: Stock Performance - As of December 26, Sichuan Jiuzhou's stock price rose by 2.08% to 17.67 CNY per share, with a trading volume of 473 million CNY and a turnover rate of 2.69%, resulting in a total market capitalization of 17.958 billion CNY [1]. - The stock has experienced a 2.14% increase over the last five trading days, an 8.87% increase over the last 20 days, and an 8.01% increase over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Sichuan Jiuzhou reported a revenue of 2.830 billion CNY, reflecting a year-on-year growth of 3.96%. However, the net profit attributable to shareholders decreased by 18.37% to 97.824 million CNY [3]. - The company has distributed a total of 547 million CNY in dividends since its A-share listing, with 307 million CNY distributed over the past three years [4]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 26.67% to 71,500, while the average number of circulating shares per person increased by 36.38% to 14,302 shares [3]. - The top ten circulating shareholders include various funds, with notable changes in holdings, such as a decrease of 3.19 million shares for Yongying Low Carbon Environmental Mixed Fund and an increase of 1.51 million shares for Hong Kong Central Clearing Limited [4].

想象一下这样一个场景：一款低空飞行器正在空中快速前行，却因为信号干扰或强风失去控制。 四川泛美通用航空集团有限公司的工作人员在调试设备。郭超英 摄 2023年12月建成的北川永昌机场，为无人机试飞和通航活动提供了理想的条件。刘军 摄 中国（绵阳）科技城低空装备检验检测认证中心的测试人员，正在进行测试过程数据监视管控。张延 摄 中国低空经济产业蓬勃发展，绵阳发挥科技城优势，通过创新院地合作整合资源，推动设立检验检测认证中 心等一批科技服务机构，逐步构建较为完整的产业生态——在全国率先开启全体系、全要素、全场景、全链条一 站式检验检测认证服务，以差异化的竞争优势，推动低空经济加速"起飞"。 近日，中国（绵阳）科技城低空装备检验检测认证中心（下称检验检测认证中心）正式揭牌。当天，来自北 京、成都等地的多家头部低空经济公司与该中心签约，还有更多外地企业表达了合作意向。 外地企业专程来绵阳考察签约，看重的是绵阳较为完善的产业生态——在全国率先开启全体系、全要素、全 场景、全链条一站式检验检测认证服务。作为四川省低空经济产业链的主要承载地之一，当地着力发挥差异化竞 争优势，打造低空经济"加速器"。 从"多地奔波"到"一站 ...

Summary of Conference Call Records Industry and Company Overview - The conference call discusses the performance and future prospects of **New Energy Company** and **Philihua** in the context of the **AI**, **commercial aerospace**, and **military-civilian integration** sectors. [1][2][3] Key Points and Arguments New Energy Company Performance - In the first three quarters of 2025, New Energy Company reported a **36% revenue growth**, with losses narrowing compared to the previous year. [1][2] - The company faced significant challenges in the past two years, including a **46% revenue decline** in 2024 and a **277% profit drop**. [2] - The recovery is attributed to the restoration of special orders and the growth of data center power supply business. [2] Future Growth Projections - Revenue growth is expected to reach **20% in 2025**, **60% in 2026**, and **120% in 2027**. [1][4] - The domestic civil aviation market is projected to have an annual power demand of approximately **9 billion RMB** over the next 20 years, driven by the delivery of domestic large aircraft. [1][6] - The satellite launch market is expected to exceed **8 billion RMB** annually, supported by projects like the Starlink and G60 satellite networks. [1][6] Data Center Business Potential - The AI industry is anticipated to drive rapid growth in the data center sector, with the server power market expected to grow from **$26.5 billion** in 2025 to over **$60 billion** by 2031. [1][7] - New Energy Company is collaborating with overseas clients to explore the overseas computing power market, with a projected market space of nearly **40 billion RMB** by 2027. [1][8] Philihua's Market Outlook - Philihua's new electronic fabric industry is expected to see demand grow to **60-70 million meters** by 2027, with a market space of **15 billion RMB**. [1][11] - The company has a fully integrated supply chain, ensuring superior product performance and reduced production costs. [1][11] - Philihua's new electronic fabric has transitioned from testing to mass production, with expected shipments of **8-10 million meters** in 2026, significantly boosting revenue. [1][11] Commercial Aerospace Developments - The commercial aerospace sector is rapidly evolving, with SpaceX's internal valuation reaching **$800 billion** and projected to hit **$2.5 trillion** in the future. [1][12] - Domestic advancements include the successful maiden flight of the Zhuque-3 rocket, showcasing new technologies. [1][12] Investment Opportunities in Commercial Aerospace - Investors are advised to focus on space infrastructure-related companies, particularly those involved in satellite and rocket manufacturing. [1][16] - Key companies to watch include **Aerospace Electronics**, which benefits from both satellite and rocket sectors. [1][17] Recent Announcements from Sichuan Jiuzhou - Sichuan Jiuzhou announced an asset restructuring plan to acquire part of the RF business from Jiuzhou Electric Group for approximately **757 million RMB**, expected to enhance its RF business segment. [1][18] Military Industry Focus - The military industry is evolving towards military-civilian integration, with key areas of focus including missile and ammunition capital expenditures. [1][19] - Recommended stocks include **Philihua** and **Tunan Co.**, which are positioned to benefit from AI and military trade developments. [1][19] Additional Important Insights - The stock incentive plan launched by New Energy Company reflects confidence in achieving future growth targets, indicating a strategic focus on high-growth areas. [1][9] - The company has developed a comprehensive product layout in the power electronics field, catering to high-reliability sectors such as military and commercial aerospace. [1][5]

格隆汇12月22日丨四川九洲(000801.SZ)在投资者互动平台表示,公司全资子公司拟收购的射频资产组暂 不涉及商业航天和低空经济业务。 ...

四川九洲（000801.SZ）12月22日在投资者互动平台表示，公司全资子公司拟收购的射频资产组暂不涉 及商业航天和低空经济业务。公司会始终围绕既定的发展战略推进业务布局，也会持续探索契合公司发 展方向的新领域。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问新收购的射频资产组是否涉及商业航天业务和低 空经济业务？ ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问公司新收购的资产组是否有可应用于无人驾驶的 产品？ 四川九洲（000801.SZ）12月22日在投资者互动平台表示，公司全资子公司拟收购的射频资产组暂无应 用于无人驾驶的产品。 ...

格隆汇12月22日丨四川九洲(000801.SZ)在投资者互动平台表示，公司全资子公司拟收购的射频资产组 暂无应用于无人驾驶的产品。 ...

格隆汇12月22日丨四川九洲(000801.SZ)在投资者互动平台表示，公司全资子公司拟收购的射频资产组 暂无应用于无人驾驶的产品。 ...

肌维持"头入" 伴纹,目标价25.00元。 【中航看好四川九洲，维持"买入"评级目标价25元】12月22日，中航指出，四川九洲是国内最大的军、 民用空管系统及装备科研生产基地，智能终端产品市场份额多年居前列。公司凭借军品经验和客户资源 切入低空赛道，此次收购资产优化微波射频业务产业链布局，有望提升利润。投资建议如下：一是公司 优化智能终端产品结构、拓展市场，该业务后续仍是重要增长点；二是公司为空管系统重要供应商，低 空领域前瞻布局，空管业务将同步受益。三是微波射频领域，公司超宽带接收等技术领先，完成资产收 购将完善业务板块布局，有望分享电子对抗及雷达市场红利；四是九洲集团预计2035年资产证券化率超 60%，公司背靠集团或受益。中航维持"买入"评级，目标价25.00元。 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 扫码查看原文 和讯财经 和而不同 迅达天下 ...