五部委联合发文夯实低空"数字底座"，沃飞长空完成近 10 亿新 一轮融资 [Table_Industry] 机械制造业 [Table_Invest] 评级： 增持 | | | | ——低空经济行业月报 | | --- | --- | --- | --- | | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 黄龙(分析师) | 021-38031028 | huanglong@gtht.com | S0880525070027 | 本报告导读： 上月（2026/2/1-2026/2/28）低空经济领域动态：1）五部委联合发文夯实低空"数字 底座"，三部门发文推动低空保险高质量发展；2）"电鹰飞车"亮相湖北"新春第一 会"；3）沃飞长空完成近 10 亿新一轮融资。 投资要点： [Table_Report] 相关报告 机械制造业《长十梦舟联手告捷，火箭运力瓶颈 有望加速突破》2026.02.13 机械制造业《船舶月度跟踪：1 月船舶价格结构 分化，新船 ...

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。 浙江万丰奥威汽轮股份有限公司（以下简称"公司"）近日接到控股股东万丰 奥特控股集团有限公司（以下简称"万丰集团"）的通知，万丰集团于 2026 年 3 月 2 日将其所持有的公司 4,800 万股无限售流通股股票办理了解除质押手续，将其所持 有的公司 8,800 万股无限售流通股股票办理了质押登记手续；于 2026 年 3 月 3 日将 其所持有的公司 8,800 万股无限售流通股股票办理了解除质押手续，具体事项如下： 股票代码：002085 股票简称：万丰奥威 公告编号：2026-004 浙江万丰奥威汽轮股份有限公司 关于控股股东部分股份解除质押及质押的公告 二、本次股份质押基本情况 2、证券质押登记证明 3、中国证券登记结算有限责任公司股份冻结明细 特此公告。 一、本次解除质押基本情况 | 股东 名称 | 是否为控 股股东或 第一大股 | 本次质押 | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否为 补充质 | 质押起 始日 | 质押到 期日 | 质权人 | 原因 | | --- | --- ...

Email：fengsheng@zts.com.cn 执业证书编号：S0740523020004 Email：hejy02@zts.com.cn 汽车零部件 执业证书编号：S0740524040002 Email：yangshuai01@zts.com.cn 执业证书编号：S0740519050004 | 增持（维持） 评级： | | 公司盈利预测及估值 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 指标 | | 2023A | 2024A | 2025E | 2026E | 2027E | | 分析师：冯胜 | 营业收入（百万元） | | 16,207 | 16,264 | 16,451 | 18,662 | 21,186 | | | 增长率 yoy% | | -1% | 0% | 1% | 13% | 14% | | 执业证书编号：S0740519050004 | 归母净利润（百万元） | | 727 | 653 | 898 | 1,059 | 1,241 | | Email：fengsheng@zts.com.cn | ...

来源：新浪基金∞工作室 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 通用航空ETF（159378）业绩比较基准为国证通用航空产业指数收益率，管理人为永赢基金管理有限公 司，基金经理为刘庭宇、张璐，成立（2025-01-02）以来回报为48.19%，近一个月回报为-1.42%。 2月27日，截止午间收盘，通用航空ETF（159378）跌0.61%，报1.474元，成交额2015.71万元。通用航 空ETF（159378）重仓股方面，万丰奥威截止午盘跌0.49%，航天彩虹跌0.58%，中直股份跌1.18%，华 力创通涨0.30%，中国卫星涨1.68%，洪都航空跌0.87%，航天电子跌0.39%，中无人机跌0.40%，天银机 电涨1.03%，北斗星通跌0.16%。 ...

南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益14.26%，同类 排名528/5572；近一年收益45.08%，同类排名1042/4311；成立以来收益187.53%。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年314天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 185.44%， 任职期间最差基金回报-47.6%。 2月26日，万丰奥威涨6.07%，截至发稿，报16.94元/股，成交7.70亿元，换手率2.24%，总市值359.69亿 元。 资料显示，浙江万丰奥威汽轮股份有限公司位于浙江省新昌县工业区，成立日期2001年9月30日，上市 日期2006年11月28日，公司主营业务涉及以"铝合金-镁合金-高强度钢"为主线的汽车金属部件轻量化业 务;集自主研发、设计、制造、销售服务等于一体的专业通用飞机制造业务。主营业务收入构成为：汽 车金属轻量化零部件80.82%，通航飞机制造19.18%。 从万丰奥威十大流通股东角度 数据显示，南方基金旗下1只基金位居万丰奥威十大流通股东。南方中证500ETF ...

Core Insights - The low-altitude economy is gaining traction, with the Guangdong Provincial High-Quality Development Conference emphasizing the need to facilitate technological innovation and market exploration to allow the low-altitude economy to thrive [1] Group 1: Market Performance - The General Aviation ETF Huaxia (159230) rose by 0.88%, marking its third consecutive increase, with key holdings such as Yingliu Co. hitting the daily limit, and other stocks like Guanglian Aviation and Guodian Measurement increasing by 5.64% and 3.18% respectively [1] - The National General Aviation Industry Index (980076) has its top ten weighted stocks, including Wanfeng Aowei, Hongdu Aviation, and Tianyin Electromechanical, which collectively account for 34.47% of the index [1] Group 2: Infrastructure Development - The Jiulong Lake Flight Camp, covering approximately 20,000 square meters, is the first B2-class flight camp developed by Huitian, featuring two vertical take-off and landing points and a complete flight service support system [1]

Core Viewpoint - The A-share market continues to rise, with the commercial aerospace sector showing significant gains, particularly the Aviation ETF Huatai (159257), which has achieved a four-day consecutive increase [1]. Group 1: Market Performance - The A-share market has seen over 3,700 stocks closing in the green, indicating a strong market sentiment [1]. - The Aviation ETF Huatai (159257) closed at 1.228, up 0.82% from the previous day, marking a notable performance in the commercial aerospace sector [1]. Group 2: Commercial Aerospace Developments - Blue Arrow Aerospace announced plans for the second quarter recovery test of the reusable rocket Zhuque-3, aiming for its first recovery flight by the end of this year [3]. - The urgency to deploy satellites is emphasized due to the competitive landscape, with the U.S. leading in satellite launches and China planning significant satellite constellation projects [3][4]. Group 3: Industry Trends - The global demand for space computing is rising, with many tech companies announcing plans for space computing deployments by the end of 2025, which could significantly enhance satellite capabilities [4]. - The commercial aerospace sector is entering a new development phase, driven by policy support and technological advancements, with a notable increase in launch activities expected in 2025 [5]. Group 4: ETF Composition and Industry Weighting - The Aviation ETF Huatai (159257) has a significant focus on the defense and military industry, which constitutes 61.2% of its index, along with notable weights in the computer and automotive sectors [10]. - The low-altitude economy concept stocks account for 52% of the ETF's index, indicating a strong alignment with emerging market trends [8].

财经频道更多独家策划、专家专栏，免费查阅>> 天眼查资料显示，吉林万丰奥威汽轮有限公司，成立于2013年，位于吉林市，是一家以从事铁路、船 舶、航空航天和其他运输设备制造业为主的企业。企业注册资本25000万人民币。通过天眼查大数据分 析，吉林万丰奥威汽轮有限公司参与招投标项目36次，专利信息64条，此外企业还拥有行政许可6个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，吉林万丰奥威汽轮有限公司取得一项名为"一种汽车轮毂M标定位粘贴工 装"的专利，授权公告号CN223919837U，申请日期为2025年4月。 专利摘要显示，本实用新型提出一种汽车轮毂M标定位粘贴工装，涉及汽车铝合金车轮标贴辅助工具技 术领域，与轮毂配合使用，包括随型槽、防错柱、M标定位框、M标指向箭头和粘贴槽，所述随型槽一 侧中部设有M标定位框，所述M标定位框前端设有防错柱，所述随型槽另一侧背面设有M标指向箭头， 所述粘贴槽与M标定位框卡接固定，保证M标的粘贴不发生歪斜，同时提高生产效率，杜绝贴错位置的 情况发生，同时可以替换不同形状标识的粘贴槽，粘贴不同形状的M标识， ...

Core Viewpoint - The low-altitude economy is transitioning from a conceptual phase to large-scale commercial use, as evidenced by recent events and technological advancements in the sector [2][3][5]. Group 1: Low-altitude Economy Developments - The first eVTOL water airport, developed by Fengfei Aviation, was showcased during the Spring Festival, marking a significant milestone in low-altitude infrastructure [3][5]. - A record-breaking drone performance featured 22,580 drones, setting a Guinness World Record for the largest simultaneous drone flight, highlighting the technological capabilities within the low-altitude economy [5][13]. - The low-altitude flight network in the Yangtze River Delta is expanding, with routes connecting Shanghai to various locations, significantly reducing travel time for residents [6][7]. Group 2: Market Trends and Capital Involvement - In early 2026, WoFei ChangKong secured nearly 1 billion yuan in funding, marking the largest single financing round in the low-altitude economy sector this year [10][11]. - Financial institutions are shifting from being mere capital providers to strategic partners, actively engaging in the technological and industrial risks associated with low-altitude ventures [12]. - The low-altitude economy is projected to reach a market size of 1.5 trillion yuan by 2025, with significant growth in drone operations and eVTOL orders, indicating a robust demand for low-altitude services [13][15]. Group 3: Competitive Landscape - Companies are actively positioning themselves in the low-altitude economy, with established firms like WanFeng AoWei and ZhongShen Power making strategic acquisitions to enhance their product offerings [14]. - New entrants and established companies are collaborating to expand the industry, with firms like SF Express and ZTE entering the market, leveraging their existing capabilities to support low-altitude operations [14]. - The industry is expected to see five major trends in 2026, including refined airspace management and rapid development of low-altitude logistics, which will attract further investment [15].

Group 1 - The core viewpoint of the article highlights the recent performance of Wan Feng Ao Wei (002085.SZ) and its financial results for the first half of 2025 [1] Group 2 - For the first half of 2025, the company reported an operating income of 7.494 billion yuan, representing a year-on-year increase of 1.66% [1] - The net profit attributable to shareholders of the listed company was 501 million yuan, showing a year-on-year growth of 25.74% [1] - In terms of business segments, the revenue from the automotive metal parts lightweight business was 6.056 billion yuan, while the revenue from the general aviation aircraft innovative manufacturing business reached 1.438 billion yuan, with a year-on-year increase of 12.09% [1]