暗盘资金正涌入这些股票，点击速看>>> 大飞机板块持续拉升，通达股份（002560）、润贝航科（001316）涨停，西菱动力（300733）、日发精 机（002520）、国睿科技（600562）、四创电子（600990）跟涨。 ...

Summary of Key Points from the Conference Call Industry and Company Overview - The conference call primarily discusses the aerospace and defense industry, focusing on companies involved in military and aviation materials, as well as AI technology applications in aviation inspections. - Key companies mentioned include Runbei Aerospace (润贝航科) and Tianyuan Dike (天源迪科) [3][4]. Core Insights and Arguments - **Runbei Aerospace**: - The company serves as a qualified supplier for China Commercial Aircraft Corporation (中国商飞), providing aviation materials, consumables, and chemicals [3]. - For Q1 2025, the company reported a revenue of 238 million yuan, a year-on-year increase of 21.34%, and a net profit of 34.04 million yuan, up 67.91% year-on-year [3]. - Runbei is the exclusive distributor of ExxonMobil's aviation lubricants in China, which enhances its bargaining power with downstream customers [3]. - **AI Inspection Glasses**: - Runbei has launched AI inspection glasses under the brand AeroComm, which assist in comprehensive inspections using voice guidance and various measurement devices. The product is currently in the promotion phase and contributes a small percentage to the company's revenue [4]. - **Tianyuan Dike**: - The company is a partner in Huawei's Kunpeng ecosystem and provides integrated solutions in cloud computing and big data, primarily serving sectors like telecommunications and government [4]. - Tianyuan plans to acquire a 45% stake in Jinhua Wei, a distributor for Huawei's enterprise business, which will enhance its capabilities in providing CT products and solutions [4]. Other Important but Potentially Overlooked Content - The overall market sentiment showed a slight increase in major indices, with significant trading volume of 1.47 trillion yuan, indicating active market participation [1]. - The military and aerospace sectors saw notable stock performance, with companies like Aerospace Changfeng and others experiencing significant gains [1]. - The report highlights a decrease in institutional participation compared to the previous day, with 19 stocks seeing net buy/sell amounts exceeding 10 million yuan [2]. - The focus on AI and 5G applications in various sectors, including training and drone technology, indicates a strategic shift towards integrating advanced technologies in traditional industries [5]. Market Performance - The report includes a detailed table of stock performance, indicating that several companies, including Runbei Aerospace and Tianyuan Dike, experienced positive trading activity, reflecting investor interest in the aerospace and technology sectors [6][9].

润贝航空科技股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 股票代码：001316 股票简称：润贝航科 公告编号：2025-021 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等；董事会也未获悉公司有根据《深圳证券交易所股票上市规则》等有关规定 应予以披露而未披露的、对公司股票交易价格产生较大影响的信息；公司前期披 润贝航空科技股份有限公司（证券简称：润贝航科；证券代码：001316，以 下简称"公司"）股票连续3个交易日（2025年4月30日、5月6日、5月7日）收盘 价格涨幅偏离值累计超过20%。根据深圳证券交易所的有关规定，属于股票交易 异常波动的情况。 二、公司关注并核实的说明 针对公司股票异常波动，公司董事会对相关问题进行了核查，现将相关情况 说明如下： （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公 ...

证券代码：001316 证券简称：润贝航科 编号：2025-002 投资者关系活动记录表 润贝航空科技股份有限公司 | | 特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 投资者关系活 | 业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他（券商策略会） | | 参与单位名称 | 参与公司 年度业绩说明会的网上投资者 2024 | | 及人员姓名 | | | 时间 | 2025 年 5 月 7 日 15:00~16:00 | | 地点 | 中证路演中心 | | | 董事长、总经理：刘俊锋 | | 上市公司接待 | 独立董事：陈杰 | | 人员 | 董事、副总经理、董事会秘书：徐烁华 | | | 副总经理、财务总监：于松松 互动交流环节： | | | 1、公司本期盈利水平如何？ 2024 年，公司实现营业收入 9.09 亿元，较同期增长 10.14%； 实现归母净利润 万元，较上年同期减少 4.16%；2025 年第 8,852.46 | | | 一季度，公司实现营业收入 2.38 亿元，较同期增长 21.34%；实现归 | | 投资者关系活 ...

Stock Performance - Several stocks have shown significant gains, with notable performances including: - 恒天海龙 with a 10.07% increase over two days [2] - 晨曦航空 achieving a 19.96% rise on its first board [3] - 通易航天 with a remarkable 29.96% increase on its first board [3] - 新坐标 maintaining a 10.01% increase over four days [5] - 全筑股份 also showing a 10.00% increase over four days [9] Industry Trends - The robotics sector is gaining traction, with multiple companies experiencing stock price increases attributed to advancements in robotic technology and applications [4][5][7] - The AI computing industry is showing strong performance, as indicated by the positive financial results from companies in this sector, suggesting a sustained high level of industry activity [8] - The brain-computer interface (BCI) technology is gaining attention following FDA approval for Neuralink's device, which is aimed at aiding patients with severe communication disabilities [11] - The chemical industry is experiencing volatility in product prices, drawing market interest towards related companies [13] - The semiconductor industry is benefiting from increased investment and support for domestic high-end lithography machines, which is expected to boost the semiconductor equipment supply chain [16] - The real estate sector is reacting positively to the People's Bank of China's decision to lower housing loan interest rates, which is likely to stimulate market activity [18] Market Reactions - Stocks related to the ride-hailing industry are responding positively to the news of a partnership between autonomous driving company 小马智行 and Uber, with significant stock price increases observed [20][21] - The food and beverage sector is also seeing positive movements, influenced by the central bank's announcement of a new loan program aimed at boosting consumer spending [22][24] - The financial sector is reacting to the People's Bank of China's announcement of a series of monetary policy measures, including a reserve requirement ratio cut and interest rate adjustments [25][26]

Market Overview - The Shanghai Composite Index increased by 0.55% as of 10:29 AM, with a trading volume of 617.56 million shares and a transaction value of 756.26 billion yuan, representing a 12.26% increase compared to the previous trading day [1]. Industry Performance - The top-performing sectors included: - Defense and Military Industry: Up by 1.76%, with a transaction value of 276.94 billion yuan, led by Morningstar Aviation, which rose by 16.56% [1]. - Real Estate: Increased by 1.23%, with a transaction value of 123.81 billion yuan, led by Sanxiang Impression, which rose by 10.14% [1]. - Banking: Gained 1.22%, with a transaction value of 117.66 billion yuan, led by Xi'an Bank, which rose by 3.19% [1]. - The sectors with the largest declines included: - Media: Decreased by 0.65%, with a transaction value of 182.72 billion yuan, led by Shanghai Film, which fell by 5.45% [2]. - Electronics: Down by 0.37%, with a transaction value of 931.51 billion yuan, led by Aojie Technology, which fell by 7.07% [2]. - Computers: Decreased by 0.22%, with a transaction value of 936.83 billion yuan, led by ST Cube, which fell by 7.24% [2]. Summary of Key Stocks - Notable gainers included: - Morningstar Aviation in the Defense sector [1]. - Sanxiang Impression in Real Estate [1]. - Xi'an Bank in Banking [1]. - Notable decliners included: - Shanghai Film in Media [2]. - Aojie Technology in Electronics [2]. - ST Cube in Computers [2].

Financial Performance - The company's revenue for Q1 2025 reached ¥238,392,428.98, representing a 21.34% increase compared to ¥196,458,825.74 in the same period last year[5] - Net profit attributable to shareholders was ¥34,043,369.48, a significant increase of 67.91% from ¥20,274,496.98 year-on-year[5] - Basic and diluted earnings per share improved to ¥0.4199, reflecting a 70.28% increase from ¥0.2466 in the previous year[5] - Total operating revenue for the current period reached ¥238,392,428.98, an increase of 21.4% compared to ¥196,458,825.74 in the previous period[23] - Net profit attributable to the parent company was ¥34,043,369.48, representing a 67.8% increase from ¥20,274,496.98 year-over-year[25] Cash Flow - The net cash flow from operating activities surged to ¥25,677,027.31, marking a remarkable increase of 684.01% compared to ¥3,275,092.73 in Q1 2024[5] - Cash generated from operating activities was ¥230,061,540.21, compared to ¥191,623,470.68 in the previous period, indicating a 20.0% increase[27] - The company maintained a stable cash flow position, with no significant changes in financing activities reported[27] - The company’s cash flow from operating activities was impacted by tax payments totaling ¥27,288,637.28, significantly higher than ¥1,702,822.43 in the previous period, suggesting changes in tax obligations[28] Assets and Liabilities - Total assets at the end of Q1 2025 were ¥1,427,348,039.74, up 3.31% from ¥1,381,600,194.45 at the end of the previous year[5] - Total current assets increased to ¥1,270,345,597.11 from ¥1,222,592,637.13, reflecting a growth of approximately 3.5%[19] - Total liabilities rose to ¥196,891,736.93, up from ¥185,842,630.82, reflecting a growth of 5.6%[21] - Total equity attributable to shareholders increased to ¥1,224,828,887.90 from ¥1,190,029,900.23, marking a growth of 2.9%[21] Investments - The company reported a significant increase in trading financial assets, which rose by 323.14% to ¥196,440,246.01 due to an increase in unredeemed financial products[10] - The company experienced a 149.12% increase in investment income, reaching ¥597,599.65, primarily due to higher returns from financial products[12] - The net cash outflow from investment activities was -¥153,955,122.35, an increase of 86.04% in outflow compared to -¥82,753,109.54 in the same period last year[14] Shareholder Information - Total number of common shareholders at the end of the reporting period is 11,500[16] - The largest shareholder, Shenzhen Jialun Investment Development Co., Ltd., holds 60.91% of shares, totaling 50,225,100 shares[16] - The company reported a total of 3,162,800 unrestricted shares held by Liu Junfeng, the second-largest shareholder[17] - The top ten shareholders include various institutional investors, with China Agricultural Bank holding 0.81% of shares[16] Operational Costs - Total operating costs amounted to ¥195,042,067.41, up 15.0% from ¥169,588,403.75 in the prior period[24] - The company reported a 276.41% increase in taxes and surcharges, amounting to ¥555,957.58, primarily due to increased value-added tax and property tax[11] Future Outlook - The company is focusing on market expansion and new product development to drive future growth[23]

4月24日，中国证监会发布的2025年度公务员招录拟录用人员名单中，28人有券商从业背景，较2024年 大幅增加，其中5人为保荐代表人。 4月7日，上海市公务员局发布了2025年度考试录用公务员第一批拟录用人员名单。其中，15人有券商从 业背景。 上市公司高管岗位成为证券从业人员另一大"迁徙目的地"。近日，多家上市公司宣布聘任新高管，董 秘、财务总监等岗位正在成为券商从业人员奔赴的职业高地。4月23日，华恒生物公告称，聘任邓先河 为公司董秘。从公开履历来看，邓先河曾任兴业证券经济与金融研究院高级副总裁、化工组负责人，广 发证券发展研究中心化工组负责人、首席分析师。 4月17日，润贝航科公告称，聘任于松松担任公司副总经理、财务总监。于松松曾是国信证券投资银行 事业部业务部门业务董事。 张大伟 制图 2024年以来，证券从业人员累计减员规模超2万人，除投资顾问与分析师呈增长态势外，一般证券业务 从业人员、证券经纪人、保荐代表人的人数均出现下滑。这场人才迁徙不仅是个体的选择，更是行业 从"规模扩张"转向"价值深耕"的注脚。 ◎记者 徐蔚 考公转型、跨界破局 一场证券从业人员的"迁徙"正在上演：近日，上市公司新聘高管 ...

股票代码：001316 股票简称：润贝航科 公告编号：2025-019 润贝航空科技股份有限公司 2025 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会无否决提案的情况； 2、本次股东会不涉及变更前次股东会决议； 3、本次股东会以现场和网络投票相结合的方式召开。 一、会议召开和出席情况 润贝航空科技股份有限公司（以下简称"公司"）于 2025 年 4 月 10 日在指定信 息披露媒体和巨潮资讯网（www.cninfo.com.cn）刊登了《润贝航空科技股份有限公司 关于召开 2025 年第一次临时股东会的通知》（公告编号：2025-005）。 （一）会议基本情况 1、现场会议召开时间：2025 年 4 月 25 日（星期五）下午 15:00 2、网络投票时间：2025 年 4 月 25 日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 4 月 25 日上午 9:15 至 9:25，9:30 至 11:30，下午 13:00 至 15:00；通过深圳证券交易所互 联网投票系统投票 ...

北京市中伦（深圳）律师事务所 关于润贝航空科技股份有限公司 2025 年第一次临时股东会的 法律意见书 二〇二五年四月 北京市中伦（深圳）律师事务所 关于润贝航空科技股份有限公司 2025 年第一次临时股东会的 法律意见书 致：润贝航空科技股份有限公司 根据《中华人民共和国公司法》（下称"《公司法》"）、中国证券监督管理委 员会发布的《上市公司股东会规则》（下称"《股东会规则》"）的有关规定，北京 市中伦（深圳）律师事务所（下称"本所"）受润贝航空科技股份有限公司（下 称"公司"）委托，指派律师出席公司 2025 年第一次临时股东会（下称"本次股 东会"或"会议"）。 本所现就本次股东会的召集、召开程序，出席人员的资格、召集人资格，表 决程序、表决结果等事宜出具法律意见。 一、 会议召集、召开程序 为召开本次股东会，公司董事会于 2025 年 4 月 10 日在巨潮资讯网 （http://www.cninfo.com.cn）上公告了会议通知。通知载明了会议的召开方式、 召开时间和召开地点，对会议议题的内容进行了充分披露，说明了股东有权出席 并可委托代理人出席和行使表决权，明确了会议的登记办法、有权出席会议股东 ...