（编辑 袁冠琳） 证券日报网讯 1月26日，海特高新在互动平台回答投资者提问时表示，公司航空维修、检测及发动机保 障业务主要涉及波音、空客飞机全系列大修、定检、客机改货机、部附件维修，公务机维修及涡轴类发 动机的大修保障。 ...

Core Viewpoint - The company, Hite High-tech (002023), is positioned as China's first private aviation maintenance enterprise, expanding its operations from maintenance to various advanced aviation systems and components, aligning with national strategic industries [1] Group 1: Company Expansion - The company has diversified its product development to include automatic control systems for aircraft engines, oxygen systems, rescue winches, low-altitude flying vehicle subsystems, simulators, and key aviation components [1] - The main business of high-end core equipment research and development, along with aviation engineering technology and services, is highly compatible with national aerospace and low-altitude economy strategies [1] Group 2: Strategic Opportunities - The company aims to seize opportunities presented by the development of domestically produced large aircraft, continuously enhancing its capabilities in high-end equipment research, development, and manufacturing [1]

证券日报网讯1月26日，海特高新（002023）在互动平台回答投资者提问时表示，华芯科技是作为参股 公司管理，目前公司正在大力发展高端核心装备研制与保障、航空工程技术与服务、低空经济技术研发 与应用三类核心主业。 ...

证券日报网讯1月26日，海特高新（002023）在互动平台回答投资者提问时表示，公司已掌握飞行领域 的仿真模拟技术，技术具有可延展性，公司将持续探索新的终端应用场景，拓宽技术应用范围，为中国 航天事业贡献更多企业力量。 ...

Group 1 - Sichuan Hite Precision Engineering Technology Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The company's business scope includes import and export of goods and technology, sales of metal tools, and research and sales of mechanical equipment [1] - The company is jointly held by Hite High-tech (002023) and other stakeholders [1]

Group 1 - Sichuan Hite Precision Engineering Technology Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The company's business scope includes import and export of goods and technology, sales of metal tools, and research and sales of mechanical equipment [1] - The company is jointly held by Hite High-tech and other stakeholders [1]

Group 1 - The trading volume of Hite High-tech reached 2.041 billion yuan, marking the highest level since March 18, 2020 [2] - The latest stock price of Hite High-tech decreased by 1.73%, with a turnover rate of 18.14% [2] - The previous trading day's total transaction volume for the stock was 1.263 billion yuan [2]

Core Viewpoint - The commercial aerospace and satellite sectors are experiencing significant growth, highlighted by the performance of the Universal Aviation ETF Huabao (159231), which saw a 4.46% increase, marking its largest single-day gain since its launch, with a net subscription of 14 million units on January 8 [1][7]. Group 1: Market Performance - The Universal Aviation ETF Huabao (159231) has shown strong market performance, with a 4.46% increase and a record high in trading volume [1][7]. - Among the 50 constituent stocks, 47 showed positive performance, with five stocks hitting the daily limit up, including Aerospace Nanhu and Aerospace Hongtu [4][10]. Group 2: Industry Developments - The construction of China's first offshore reusable rocket production base by Arrow Yuan Technology marks a significant milestone in the commercial aerospace sector, alongside the unveiling of the "Qiantang" rocket [2][8]. - A report by Guoxin Securities indicates that the commercial aerospace industry is transitioning from a state-led model to a private-led, cost-focused model, which is expected to drive innovation and reduce costs [3][9]. Group 3: Investment Opportunities - The report suggests that the commercial aerospace market is on the verge of a breakthrough, with a focus on high-barrier and high-elasticity sectors within the industry, particularly in rocket engines and satellite manufacturing [3][9]. - Key areas for investment include high-temperature alloys, special stainless steel, and metal 3D printing for rocket engines, as well as advanced satellite payloads and inter-satellite laser communication systems [5][11].

Group 1 - The defense and military industry saw a net inflow of over 18.9 billion yuan, while the computer sector had over 16.9 billion yuan, and machinery equipment received over 10.8 billion yuan in net inflows [2] - Non-bank financials experienced a net outflow of over 6.7 billion yuan, with the metals sector seeing a net outflow of over 5.4 billion yuan [2] - The military industry is expected to stabilize and improve, with a focus on high-end loyal drones and low-cost unmanned aerial vehicles as key development directions [7] Group 2 - The A-share market showed slight fluctuations, with major indices like the Shanghai Composite Index and Shenzhen Component Index experiencing minor declines, while technology growth stocks performed relatively well [4] - The new energy sector, particularly wind power equipment, showed strong performance, with significant increases in stock prices for companies like Goldwind Technology [7] - The global energy transition and the explosion of AI computing power are creating unprecedented opportunities for the new energy sector, with predictions of significant growth in wind power installations in various regions [9]

Core Viewpoint - The aviation equipment sector experienced a significant increase of 4.78% on January 8, with Chaotuo Aerospace leading the gains, while the overall market indices showed slight declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4082.98, down 0.07% [1]. - The Shenzhen Component Index closed at 13959.48, down 0.51% [1]. - The aviation equipment sector stocks showed notable gains, with Chaotuo Aerospace rising by 11.17% to a closing price of 55.65 [1]. Group 2: Individual Stock Performance - Key performers in the aviation equipment sector included: - Chaotuo Aerospace (688237): +11.17%, closing at 55.65, with a trading volume of 54,500 and a turnover of 295 million [1]. - Hitec Materials (002023): +10.02%, closing at 15.04, with a trading volume of 881,000 and a turnover of 1.263 billion [1]. - Parker New Materials (605123): +10.00%, closing at 113.74, with a trading volume of 134,500 and a turnover of 1.485 billion [1]. - AVIC Aircraft (600372): +9.99%, closing at 15.41, with a trading volume of 2.8136 million and a turnover of 4.199 billion [1]. Group 3: Capital Flow - The aviation equipment sector saw a net inflow of 2.487 billion in main funds, while retail investors experienced a net outflow of 1.234 billion [2][3]. - Major stocks with significant capital flow included: - AVIC Aircraft (600372): Main funds net inflow of 5.56 billion, retail net outflow of 2.80 billion [3]. - Hitec Materials (002023): Main funds net inflow of 2.25 billion, retail net outflow of 1.81 billion [3].