证券日报网讯1月12日，中航光电（002179）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东户数为170568户。 ...

Group 1 - The core point of the news is that Zhonghang Optoelectronics experienced a decline of 5.35% in its stock price, reaching 38.41 yuan per share, with a trading volume of 2.06 billion yuan and a turnover rate of 2.47%, resulting in a total market capitalization of 81.36 billion yuan [1] - Zhonghang Optoelectronics was established on December 31, 2002, and listed on November 1, 2007. The company is located in the Luoyang High-tech Development Zone of the China (Henan) Pilot Free Trade Zone [1] - The main business of Zhonghang Optoelectronics includes the production and sales of optoelectronic components and electronic information products, with revenue composition as follows: 76.93% from electrical connectors and integrated interconnect components, 14.52% from optical connectors and other optical devices, and 8.55% from liquid cooling solutions and other products [1] Group 2 - From the perspective of major fund holdings, the Jingguan Taifu Fund has a significant position in Zhonghang Optoelectronics, with its Jingguan Taifu Innovation Power Mixed Fund A (022336) increasing its holdings by 31,300 shares in the third quarter, totaling 69,100 shares, which represents 4.53% of the fund's net value, making it the fourth-largest holding [2] - The Jingguan Taifu Innovation Power Mixed Fund A (022336) was established on December 24, 2024, with a latest scale of 62.49 million yuan. Year-to-date returns are 4.11%, ranking 4318 out of 8836 in its category, while the one-year return is 22.15%, ranking 5368 out of 8091 [2] - The fund manager of Jingguan Taifu Innovation Power Mixed Fund A is Cao Yongzhi, who has been in the position for 1 year and 21 days, with a total asset scale of 62.92 million yuan. The best fund return during his tenure is 21.37%, while the worst is 20.86% [3]

Group 1 - The concept of controlled nuclear fusion is gaining significant attention due to its potential as a "ultimate energy" source, characterized by abundant raw materials, environmental cleanliness, high safety, and low costs [2][5] - The Wande Nuclear Fusion Concept Index rose by 4.97% on January 12, with several stocks reaching their daily limit, and the index has seen a cumulative increase of nearly 20% in just six trading days [1] - Recent advancements in nuclear fusion technology include the successful excitation of a high-temperature superconducting magnet to 20.8 Tesla by Energy Singularity, marking a significant milestone in the field [2][3] Group 2 - Energy Singularity has developed a 20 Tesla material performance measurement platform, which allows for efficient testing of superconducting materials, addressing the limitations of existing commercial measurement systems [3] - The East Experimental Fusion Reactor, known as the "artificial sun," has confirmed the existence of a density-free zone, providing important physical evidence for high-density operation in magnetic confinement fusion devices [4] - Companies like Xibu Superconductor and China Aviation Optical-Electrical are positioning themselves within the nuclear fusion supply chain, with Xibu supplying materials for international fusion projects and China Aviation Optical-Electrical developing components for fusion systems [6][7] Group 3 - The FRC (Field-Reversed Configuration) approach is gaining traction among domestic and international commercial fusion companies, with notable advancements from Nova Fusion and Hanhai Energy, which are focusing on modular reactor designs [7][8] - Nova Fusion has completed a 500 million yuan angel round of financing, indicating strong investor interest in the FRC technology route [7] - Helion Energy, a U.S. company utilizing the FRC approach, has accelerated its progress with plans to construct the world's first fusion power plant, aiming to deliver fusion electricity by 2028 [8]

Group 1 - The commercial aerospace sector is experiencing significant investor interest, driven by favorable news and a surge in stock prices, with nearly 50 stocks hitting the daily limit up [1] - China has applied for frequency resources for over 200,000 satellites, indicating that satellite frequency resource applications have reached a national strategic level [1] - Companies such as Goldwind Technology and Tongyu Communication have seen substantial stock price increases, with Goldwind achieving five consecutive limit-up days [1] Group 2 - Shaanxi Huada is deeply involved in major aerospace projects and is expanding its product offerings to meet customer demands in commercial aerospace [2] - AVIC Optoelectronics is the main supplier of cable connectors for Blue Arrow Aerospace, indicating a long-term partnership and commitment to innovation in the commercial aerospace sector [3] - Huayin Technology is focusing on special functional materials and is exploring opportunities in aerospace component processing, although its main revenue still comes from the aviation engine sector [4] Group 3 - Zhimin Da reported that its embedded computers for commercial aerospace have a small revenue contribution, with orders amounting to approximately 20 million yuan, representing only 4.8% of total orders [5] - Haoneng Co. stated that its aerospace-related revenue is minimal and does not significantly impact its main business [6][7] - *ST Chengchang noted that the commercial aerospace industry is still in its early stages, with no significant changes in its fundamentals [8] Group 4 - Plitel's revenue contribution from commercial aerospace is limited, accounting for about 3% as of September 30, 2025, while the company is under investigation [9] - Guoke Military Industry is collaborating with commercial aerospace companies on rocket projects that are still in the research phase, contributing minimally to revenue [10] - Zhongke Xingtou highlighted a mismatch between its stock price increase and actual performance in the commercial aerospace sector, indicating potential risks [10] Group 5 - Zhongheng Design has won contracts for commercial aerospace manufacturing base design projects, but the revenue from these projects is relatively small [11] - LIGONG Navigation's planning in the commercial aerospace sector is still in the early stages, with minimal revenue generated [12] - Aerospace Power clarified that its main business does not involve commercial aerospace, focusing instead on rocket engine component processing [13] Group 6 - Hengbo Co. has not yet entered the commercial aerospace sector, despite developing materials that could be applicable [14] - Beifang Navigation reported no relevant business or orders in the commercial aerospace field, despite stock price increases [15] - Aerospace Engineering confirmed that it does not engage in commercial aerospace activities, focusing on gasification technology instead [15] Group 7 - Xinghuan Technology stated that it does not conduct commercial aerospace business and is focused on AI database technology development [16] - Aerospace Changfeng reported significant stock price increases but confirmed it does not engage in commercial aerospace activities [17]

Core Viewpoint - The company, 中航光电 (AVIC Optoelectronics), has been a key supplier of cable connectors to 蓝箭航天 (Landspace) for many years, indicating a strong and ongoing partnership in the commercial aerospace sector [1] Group 1: Company Collaboration - 中航光电 has confirmed its long-term collaboration with 蓝箭航天, providing various critical products including connectors and cable networks [1] - The company aims to deepen its cooperation with leading domestic commercial rocket enterprises, focusing on technological innovation and expanding the scope of collaboration [1] Group 2: Industry Contribution - 中航光电 is committed to making significant contributions to China's commercial aerospace (rocket) industry through innovative service models and enhanced partnerships [1]

Group 1 - The commercial aerospace sector is experiencing significant growth, with the launch of the Ceres-1 rocket scheduled between January 16-18, 2026, targeting a launch window at approximately 4 AM [1] - China has submitted an application for frequency resources for over 200,000 satellites by December 2025, indicating a strong push in satellite deployment [1] - Key events such as increased launch density, technology validation milestones, and accelerated constellation networking are expected to catalyze the commercial aerospace market [1] Group 2 - The China Defense Index (399973) has seen a strong increase of 4.57%, with notable stock performances from companies like Guobo Electronics (up 19.99%) and Zhongke Xingtou (up 17.52%) [1] - The Defense ETF (512670) has also risen by 4.55%, marking its third consecutive increase, with the latest price reported at 1.08 yuan [1] - The top ten weighted stocks in the China Defense Index as of December 31, 2025, include Aerospace Electronics and AVIC Shenyang Aircraft, collectively accounting for 42.34% of the index [2]

Core Insights - As of January 9, a total of 184 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stock with the longest streak of net financing inflows is Haier Smart Home, which has seen net inflows for 13 consecutive trading days [1] - Other notable stocks with significant net financing inflow days include AVIC Optoelectronics, Aerospace Science and Technology, BlueFocus Communication Group, Shenwan Hongyuan, Shanghai University of Electric Power, Yintong Intelligent Control, and Beimo High-tech [1]

暨通知债权人的公告 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。 证券代码：002179 证券简称：中航光电 公告编号：2026-004号 中航光电科技股份有限公司 关于回购注销部分限制性股票减少注册资本 传真号码：0379-63011077 电子邮箱：zhengquan@jonhon.cn 中航光电科技股份有限公司（以下简称"公司"或"本公司"）2025 年 12 月 24 日召开的公司第七届董事会第二十一次会议及 2026 年 1 月 9 日召开的 2026 年第一次 临时股东会审议通过了《关于回购注销公司限制性股票激励计划部分限制性股票的议 案》。根据《上市公司股权激励管理办法》等法律法规及《中航光电科技股份有限公 司 A 股限制性股票激励计划（第三期）（草案修订稿）》相关规定，95 名激励对象 因离职、工作调动、职务下降而不再属于激励计划范围、被解除劳动合同、所在子公 司业绩未达 100%解锁要求、个人绩效考核未达 100%解锁要求等原因，需要回购注 销其所持有的 843,489 股限制性股票。公司总股本将减少 843,489 股，注册资本将减 少 ...

证券代码：002179 证券简称：中航光电 公告编号：2026-003号 中航光电科技股份有限公司 关于董事会完成换届选举的公告 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。 中航光电科技股份有限公司（以下简称"公司"）于 2026 年 1 月 9 日 召开 2026 年第一次临时股东会，审议通过了董事会换届选举的相关议案， 选举产生第八届董事会成员，与 2025 年 12 月 25 日公司第五届职工代表大 会代表组组长会议选举的职工代表董事共同组成公司第八届董事会。 现将公司董事会换届选举的具体情况公告如下： 公司第七届董事会董事长郭泽义先生、董事韩丰先生、董事郭建忠先生将不 再担任公司董事、董事会专门委员会相关职务。郭泽义先生、韩丰先生离任后不 在公司及子公司担任其他职务，郭建忠先生离任后仍在公司担任副总经理职务并 在子公司担任董事。截至本公告披露日，郭泽义先生持有公司股份 1,151,454 股， 韩丰先生持有公司股份 118,700 股，郭建忠先生持有公司股份 259,220 股。上述 人员均不存在应当履行而未履行的承诺事项。 公司第七届董事会独立董 ...

北京市金杜律师事务所 关于中航光电科技股份有限公司 2026 年第一次临时股东会之法律意见书 致：中航光电科技股份有限公司 北京市金杜律师事务所（以下简称本所）接受中航光电科技股份有限公司 （以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证券法》）、 《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管理委员会《上 市公司股东会规则》（以下简称《股东会规则》）等中华人民共和国境内（以下 简称中国境内，为本法律意见书之目的，不包括中国香港特别行政区、中国澳 门特别行政区和中国台湾省）现行有效的法律、行政法规、规章和规范性文件 和现行有效的《中航光电科技股份有限公司章程》（以下简称《公司章程》）有 关规定，指派律师出席了公司于 2026 年 1 月 9 日召开的公司 2026 年第一次临 时股东会（以下简称本次股东会），并就本次股东会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限 于： 1. 经公司 2025 年第二次临时股东会审议通过的《公司章程》； 2. 公司 2025 年 12 月 25 日刊登于《中国证券报》《证券时报》、巨潮资 讯网及 ...