航天电器8月20日在互动平台表示，公司积极拓展新能源汽车、机器人等战新产业，目前连接器及电 缆、电机等产品已应用于新能源汽车配套。 ...

转自：前瞻产业研究院 行业主要上市公司：立讯精密(002475.SZ)、中航光电(002179.SZ)、长盈精密(300115.8Z)、得润电子 (002055.SZ)、航天电器(002025.8Z)、意华股份(002897.SZ)等 本文核心数据：进口规模;出口规模 1、中国连接器行业进出口统计说明 根据世界海关组织指定的《商品名称及编码协调制度的国际公约》，中国海关对连接器行业进出口贸易的统 计名称和HS编码为85366900：插头及插座，线路电压≤1000V;85367000：光导纤维、光导纤维束或光缆用连 接器;85359000：其他开关、保护或连接用电气装置，电压>1000V。 | 海关编码 | 商品名称 | | --- | --- | | 85366900 | 插头及插座,线路电压≤1000V | | 85367000 | 光导纤维、光导纤维束或光缆用连接器 | | 85359000 | 其他开关、保护或连接用电气装置,电压 > 1000V | 3、出口总额波动上升 根据海关总署数据显示，2018-2024年中国连接器出口总额呈波动上升趋势，2024年中国连接器出口总额达 47.68亿美元，同比增 ...

有数据显示，航天电器被机构预测2025年至2027年净利润增速均超过20%。商业航天领域正进入快速发 展期，预计到2028年将达成"百箭千星"计划。 8月13日航天电器主力资金净流出2731.74万元，近五日累计净流出5375.78万元。 风险提示：股市有风险，投资需谨慎。 航天电器8月13日报收50.18元，较前一交易日下跌0.52%。当日成交额为3.19亿元，换手率为1.40%。 航天电器主营业务为电子元器件、机电组件等产品的研发、生产和销售。公司产品广泛应用于航空航 天、电子信息等领域。 ...

（原标题：突然爆雷，300081，被证监会立案！商业航天掀起涨停潮，高增长概念股出炉） 商业航天发展（000547）路径持续清晰。 恒信东方被证监会立案 8月13日上午，A股大盘指数继续走高，上证指数收盘上涨0.56%，指数超过去年10月8日3674.40点的高 点，创三年多新高。工业气体、光模块、CRO、培育钻石、光芯片、半导体材料等题材领涨。 这些概念股高成长 早盘，商业航天板块掀起涨停潮，烽火电子（000561）、航天科技（000901）、大元泵业（603757）等 多股涨停。近期，商业航天迎来密集催化事件。 8月4日，我国在海南商业航天发射场使用长征十二号运载火箭，成功将卫星互联网低轨07组卫星发射升 空。此前，我国分别在7月27日、7月30日发射两组卫星。此外，8月4日星网完成第七发组网星发射，距 第六/五次发射仅间隔5/8天，发射频率大幅提速。垣信卫星最新招标7次火箭发射服务，总金额13.36亿 元，交付周期至2026年3月。 民生证券认为，卫星互联网产业的发展路径正持续清晰，在制造端，技术革新为规模化生产奠定基础； 在发射端，商业航天发射场的投用与可重复使用火箭技术的发展，将显著降低发射成本、提 ...

Group 1 - Aerospace Electric has experienced a decline for four consecutive trading days, with a cumulative drop of -4.97% [1] - Guizhou Aerospace Electric Co., Ltd. is a listed company under the China Aerospace Science and Industry Corporation's Tenth Research Institute [1] - In the second quarter of this year, E Fund's Defense and Military Industry Mixed A Fund increased its holdings in Aerospace Electric, achieving a year-to-date return of 14.04%, ranking 2118 out of 4504 in its category [1] Group 2 - He Chongkai, the fund manager of E Fund's Defense and Military Industry Mixed A, holds a master's degree in management and has been with E Fund for over five years [3][4] - He Chongkai is currently the assistant general manager of the equity investment management department at E Fund and has previously worked as an industry researcher [3][4] - E Fund was established in April 2001 and has multiple shareholders, with Yingfeng Group, Guangdong Yuecai Trust, and GF Securities each holding 22.65% [4]

Core Viewpoint - The military industry is experiencing significant growth, particularly in the informationization sector, driven by recent developments and government support, indicating a potential turning point for orders by 2025 [4][5]. Group 1: Military Industry Performance - On August 4, the military sector showed strong performance, with companies like Hengyu Communication, Xingtun New Science, and Kesi Technology reaching their daily limit increases [4]. - The report highlighted the successful integration of new technologies in military operations, including drone swarm tactics and unmanned combat modes, which were recently showcased [4]. Group 2: Future Outlook - According to Zhongyou Securities, the military industry is expected to see a turning point in orders by 2025, focusing on new technologies that enhance equipment performance and reduce costs [5]. - The concept of "Big Military" is anticipated to bring market growth and valuation expansion, particularly in low-altitude economy and commercial aerospace sectors during the 14th Five-Year Plan [5].

Investment Rating - The report does not explicitly state an investment rating for the defense and military industry but highlights a positive outlook for long-term growth potential [4]. Core Insights - The defense and military industry is expected to experience a recovery in demand as the "14th Five-Year Plan" approaches its final year, with a clear directive for modernization by 2035 and a world-class military by 2050 [4]. - The report emphasizes the significant impact of AI technology on military equipment and decision-making, showcasing its transformative value in modern warfare, particularly highlighted by the ongoing Russia-Ukraine conflict [2][39]. - The report identifies specific investment opportunities in the military sector, particularly in AI applications, low-altitude economy developments, and the upcoming commissioning of the Fujian aircraft carrier [3][38]. Summary by Sections Market Review - The defense and military index rose by 0.08% last week, ranking 6th among 31 primary industries, while the overall market indices declined [2][13]. - The current PE (TTM) for the defense and military sector is 84.92, with sub-sectors showing varied valuations, such as aerospace equipment at 146.02 and ground armaments at 189.72 [2][21]. Key Recommendations - The report recommends focusing on companies involved in downstream manufacturing, military technology, underwater equipment, missile supply chains, titanium materials, electronic components, and laser weapons [4]. - Specific companies highlighted include Hongdu Aviation, AVIC Shenyang Aircraft, and Reicoh Laser among others [4]. Industry Dynamics - The report discusses the emergence of low-altitude economy opportunities, driven by recent policy initiatives and technological advancements in drone logistics and infrastructure [3][32][37]. - The military AI sector is identified as a core growth driver, with expectations for a surge in orders for AI-enabled equipment by 2025 [40].

Group 1 - The core point of the article is that Suzhou Huazhan Aerospace Electric Co., Ltd. has obtained a patent for a "dislocated superimposed fork component and electrical connector" with the authorization announcement number CN111653886B, applied on July 2020 [1] - Suzhou Huazhan Aerospace Electric Co., Ltd. was established in 2005 and is primarily engaged in the automotive manufacturing industry [1] - The company has a registered capital of 300 million RMB [1] Group 2 - According to Tianyancha data analysis, Suzhou Huazhan Aerospace Electric Co., Ltd. has participated in 194 bidding projects [1] - The company has 4 trademark information entries and 681 patent information entries [1] - Additionally, the company holds 30 administrative licenses [1]

Group 1 - The stock price of Aerospace Electric (002025) closed at 52.6 yuan on July 29, 2025, down 1.29% with a turnover rate of 1.55% and a trading volume of 70,600 lots, amounting to 372 million yuan [1] - The latest financial report for Aerospace Electric shows total operating revenue of 1.466 billion yuan for Q1 2025, a year-on-year decrease of 9.15%, and a net profit attributable to shareholders of 46.561 million yuan, down 79.35% year-on-year [1] - The company has a current ratio of 2.609, a quick ratio of 2.145, and a debt-to-asset ratio of 37.36% [1] Group 2 - Aerospace Electric has made investments in 14 companies and participated in 1,322 bidding projects [2] - The company holds 19 trademark registrations and 875 patents, along with 25 administrative licenses [2]

Investment Rating - The report rates the military industry as "Overweight" [5][12]. Core Viewpoints - The intensification of great power competition is a long-term trend, indicating a positive long-term outlook for the military industry. Increased defense spending is essential to ensure peace and security, especially as tensions around China may escalate [2][8]. Summary by Sections Investment Highlights - Key investment themes include: 1. General Assembly: AVIC Shenyang Aircraft Corporation, Aerospace South Lake, AVIC Xi'an Aircraft Industry [11]. 2. Components: AVIC Optoelectronics, Aerospace Electric, Guobang Electronics, Ruichuang Micro-Nano [11]. 3. Subsystems: AVIC Onboard, North Navigation [11]. 4. Materials and Processing: AVIC Heavy Machinery, Feilihua, Guangwei Composite, Huayin Technology, Bolite, Western Materials, Aviation Materials [11]. Market Review - The military industry index rose by 1.22% from July 20 to July 25, underperforming the broader market by 0.45 percentage points, ranking 24th out of 29 sectors [13][16]. - The Shanghai Composite Index increased by 1.67%, and the ChiNext Index rose by 2.76% during the same period [13][16]. Major News in the Military Industry - The 155th joint patrol operation in the Mekong River concluded successfully, highlighting international cooperation in regional security [9][24]. - The China Weapon Industry Group showcased new unmanned and anti-unmanned combat systems, emphasizing advancements in military technology [23]. - The successful first flight of the Xinzhou 60 civil rescue aircraft marks a significant step in enhancing China's emergency response capabilities [23]. International Military Situation - The report notes a complex international military landscape, with various nations calling for an end to the Gaza conflict and highlighting the importance of defense construction amid ongoing tensions [10][25]. - The U.S. has increased its military presence in the Pacific, deploying additional submarines in response to perceived threats from China [10][30].