证券代码：002190 证券简称：成飞集成 公告编号：2025-046 四川成飞集成科技股份有限公司 第八届董事会第二十三次会议决议公告 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。 （二）召开董事会会议的时间、地点和方式：本次董事会会议于 2025 年 10 月 24 日以通 讯形式召开。 （三）会议的参加人数：本次董事会会议应出席会议人数 8 人，实际出席会议人数 8 人。 （四）会议的主持人和列席人员：本次董事会会议由公司董事长石晓卿先生主持，公司 部分高管人员列席了会议。 （五）会议的召开合法合规：本次董事会会议的召集、召开符合有关法律、行政法规、 部门规章、规范性文件和公司章程的规定。 二、董事会会议审议情况 经与会董事认真审议，通过记名投票方式表决，逐项审议并通过了以下议案： （一）审议通过了《2025 年第三季度报告》。 一、董事会会议召开情况 （一）发出董事会会议通知的时间和方式：四川成飞集成科技股份有限公司（以下简称 "公司"）第八届董事会第二十三次会议通知于 2025 年 10 月 20 日以书面、电子邮件方式发 出。 （二）审议通过了《 ...

Financial Performance - The company's operating revenue for Q3 2025 was ¥500,313,672.86, a decrease of 12.09% compared to the same period last year[5]. - The net profit attributable to shareholders was -¥19,593,879.71, representing a significant decline of 2,349.73% year-on-year[5]. - The basic earnings per share for the period was -¥0.0546, a decrease of 2,375.00% year-on-year[5]. - Total revenue for the current period is CNY 1,492,384,376.50, a decrease of 4.65% compared to CNY 1,565,439,670.35 in the previous period[20]. - The company reported a net loss of CNY 13,106,752.92, compared to a net profit of CNY 19,990,927.22 in the previous period[21]. - The basic and diluted earnings per share were both -0.0962, compared to -0.0717 in the previous period[22]. - The company’s total profit before tax was CNY -3,835,847.58, down from CNY 35,255,355.36 in the prior period[21]. Assets and Liabilities - The total assets at the end of the reporting period reached ¥8,112,859,916.93, an increase of 65.30% from the end of the previous year[5]. - Total assets increased to CNY 8,112,859,916.93 from CNY 4,908,014,624.36, a growth of 65.73%[18]. - Total liabilities rose to CNY 2,565,416,688.44 from CNY 1,954,564,178.25, an increase of 31.19%[18]. - The company's equity attributable to shareholders increased by 98.01% to ¥5,241,337,340.81 compared to the previous year-end[5]. - The company's equity attributable to shareholders increased to CNY 5,241,337,340.81 from CNY 2,646,946,408.18, a growth of 97.45%[19]. Cash Flow and Investments - Cash flow from operating activities for the year-to-date was ¥95,996,469.34, an increase of 8.99%[5]. - The company experienced a net cash flow from operating activities of CNY 95,996,469.34, up from CNY 88,076,839.40 year-over-year[22]. - Cash obtained from loans rose by 110.33% to ¥212,390,372.52, driven by increased financing needs for investments and operations[11]. - Cash inflows from financing activities were CNY 223,957,136.10, an increase from CNY 109,584,270.67 in the previous period[23]. - The company incurred a total of CNY 132,347,949.79 in cash outflows from investing activities, compared to CNY 57,101,754.44 in the prior period[23]. Comprehensive Income and Expenses - The company's other comprehensive income surged by 2,116.50% to ¥2,753,175,739.69, driven by the rise in stock prices of a subsidiary[10]. - The company reported a significant increase in other comprehensive income, totaling CNY 2,628,962,950.78, compared to a loss of CNY 431,734,726.17 in the previous period[21]. - Research and development expenses for the current period were CNY 62,483,572.49, down from CNY 68,294,480.18, a decrease of 8.36%[20]. - The financial expenses decreased by 47.50% to ¥5,433,428.94, attributed to foreign exchange gains[10]. Shareholder Information - Total number of common shareholders at the end of the reporting period was 125,131, with no preferred shareholders[13]. - The largest shareholder, China Aviation Industry Group, holds 50.17% of the shares, totaling 179,959,663 shares[14]. Other Financial Metrics - The company's long-term equity investments rose by 38.85% to ¥51,930,325.39 due to additional capital contributions[10]. - The company's short-term borrowings increased by 54.68% to ¥213,498,586.04, primarily for operational needs[10]. - Investment income increased significantly by 110.57% to ¥512,335.15, driven by improved profitability[11]. - Credit impairment losses surged by 614.20% to ¥5,354,918.50, primarily due to an increase in accounts receivable[11]. - Net loss attributable to shareholders rose by 34.16% to ¥34,514,657.10, mainly due to a decline in gross margin from automotive parts[11]. - Cash received from tax refunds decreased by 90.78% to ¥767,602.74, reflecting a reduction in export tax rebates[11]. - Cash paid for fixed assets and other long-term assets increased by 124.87% to ¥119,297,949.79, due to new plant construction and equipment investments[11]. - Cash invested in Zhejiang Jiwen increased by 222.22% to ¥13,050,000.00, indicating a strategic investment move[11].

Group 1 - The commercial aerospace sector is experiencing a surge, with significant stock price increases for companies like China Satellite, Shanghai Hanxun, and Aerospace Electronics, leading to a rise in aerospace ETFs [1] - A major conference has prioritized technological self-reliance and highlighted the goal of becoming a "strong aerospace nation," further elevating the status of commercial aerospace [1] - The conference also emphasized the modernization of national defense and military, indicating a strategic focus on emerging industries such as commercial aerospace, low-altitude economy, unmanned equipment, and deep-sea information technology as future directions for the military industry [1] Group 2 - The low-altitude economy is gaining attention, with the General Aviation ETF showing a 2.06% increase, focusing on companies involved in the development of general aviation aircraft and drones [2] - Key companies in the low-altitude economy include Wan Feng Ao Wei, Hongdu Aviation, Aerospace Rainbow, and AVIC Helicopter, which are engaged in various aspects of general aviation and drone technology [2]

Group 1 - The core point of the article is that Anhui Chengfei Integrated Ruihu Automobile Mould Co., Ltd. has obtained a patent for a device designed to efficiently handle and position automotive central tunnel assemblies during the manufacturing process [1] - The patent, titled "Automotive Central Tunnel Assembly Grabbing Lifting Tool," was granted with the announcement number CN 223445031 U, and the application date is November 2024 [1] - The device includes a lifting frame, multiple clamping devices arranged in three rows, and a positioning device for the central tunnel assembly, which enhances efficiency in loading and unloading during welding and assembly processes [1] Group 2 - Anhui Chengfei Integrated Ruihu Automobile Mould Co., Ltd. was established in 2009 and is located in Wuhu City, primarily engaged in the automotive manufacturing industry [1] - The company has a registered capital of 150 million RMB and has participated in 30 bidding projects, holding 139 patents and 14 administrative licenses according to data from Tianyancha [1]

国家知识产权局信息显示，安徽成飞集成瑞鹄汽车模具有限公司取得一项名为"汽车零部件点焊设备"的 专利，授权公告号CN223441322U，申请日期为2024年11月。 专利摘要显示，本实用新型公开了一种汽车零部件点焊设备，包括X型焊钳、用于控制X型焊钳沿第一 方向进行直线移动的第一驱动装置和用于控制X型焊钳沿第二方向进行直线移动的第二驱动装置，X型 焊钳至少设置两个，第一方向和第二方向相垂直。 天眼查资料显示，安徽成飞集成瑞鹄汽车模具有限公司，成立于2009年，位于芜湖市，是一家以从事汽 车制造业为主的企业。企业注册资本15000万人民币。通过天眼查大数据分析，安徽成飞集成瑞鹄汽车 模具有限公司参与招投标项目29次，专利信息139条，此外企业还拥有行政许可14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。 财经频道更多独家策划、专家专栏，免费查阅>> ...

Group 1 - The aerospace ETF Tianhong (159241) has shown a significant rebound, with a premium frequently observed and a turnover rate of 8.62%, resulting in a transaction volume of 38.8378 million yuan [1] - As of October 16, the Tianhong aerospace ETF has experienced a scale growth of 12.1386 million yuan over the past month, indicating substantial growth [1] - The ETF tracks the Guozheng Aerospace Index, which covers the aerospace industry chain, with a combined weight of over 73% in aviation and aerospace equipment, making it the highest "aerospace content" military index in the market [1] Group 2 - On October 15, Indonesia's Defense Minister confirmed the procurement of Chinese-made J-10 fighter jets, marking the first clear indication of such a purchase from Indonesia [2] - Experts suggest that if Indonesia finalizes the procurement of J-10 fighter jets, it would benefit both China by expanding the international market for the J-10 and Indonesia by enhancing its defense capabilities [2] - China Galaxy Securities highlights the potential for military trade and new quality fields, suggesting that the military sector may continue to outperform the market amid trade tensions, with positive earnings expectations for upstream components in Q3 [2]

Core Viewpoint - The military industry stocks are experiencing significant activity, with Chengfei Integration hitting the daily limit, and other companies such as Lijun Co., AVIC Chengfei, Chenxi Aviation, and Aileda also seeing increases in their stock prices [1] Group 1 - Chengfei Integration has reached the daily limit on its stock price [1] - Lijun Co., AVIC Chengfei, Chenxi Aviation, and Aileda are following suit with notable stock price increases [1]

Core Insights - The automotive parts sector experienced a decline of 1.22% on October 16, with Tianpu Co. leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the automotive parts sector included: - ST Meichen (300237) with a closing price of 2.47, up 10.76% [1] - Shenglong Co. (603178) at 21.45, up 10.00% [1] - Chengfei Integration (002190) at 47.10, up 10.00% [1] - Major decliners included: - Tianpu Co. (605255) at 100.15, down 10.00% [2] - Zuoan Co. (603758) at 14.86, down 9.99% [2] - Wanxiang Qianchao (000559) at 11.16, down 6.69% [2] Capital Flow - The automotive parts sector saw a net outflow of 3.237 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.551 billion yuan [2] - The sector's overall capital flow indicated a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Capital Flow - Chengfei Integration (002190) had a net inflow of 551 million yuan from institutional investors, but a net outflow of 340 million yuan from retail investors [3] - Shenglong Co. (603178) experienced a net inflow of 146 million yuan from institutional investors, with retail investors showing a net outflow of 63 million yuan [3] - Fuyou Glass (600660) had a net inflow of 12.3 million yuan from institutional investors, while retail investors faced a net outflow of 103 million yuan [3]

Core Insights - The main focus of the articles is on the significant inflow of capital into specific stocks as of October 16, with notable amounts recorded for various companies across different sectors [1][2][3] Group 1: Capital Inflows - The top stocks by capital inflow include Chang'an Automobile (¥1.109 billion), Changshan Beiming (¥1.004 billion), and ZTE Corporation (¥0.952 billion) [1] - Other notable inflows were seen in companies such as Zhongji Xuchuang (¥0.686 billion), Shannon Chip (¥0.676 billion), and Zhaoyi Innovation (¥0.634 billion) [1][2] - The banking sector also saw significant inflows, with Agricultural Bank of China receiving ¥0.527 billion and Industrial and Commercial Bank of China receiving ¥0.495 billion [1][3] Group 2: Stock Performance - Chang'an Automobile experienced a price increase of 3.82%, while Changshan Beiming saw a rise of 9.98% [2] - ZTE Corporation's stock rose by 7.2%, and Zhongji Xuchuang's increased by 3.63% [2] - Shannon Chip had the highest increase at 16.7%, indicating strong market interest [2] Group 3: Sector Analysis - The automotive sector is represented by companies like Chang'an Automobile and Chengfei Integration, both showing positive capital inflows and stock performance [1][2] - The banking sector, including Agricultural Bank and Industrial and Commercial Bank, also demonstrated resilience with steady inflows [1][3] - The electronics and communication sectors, represented by companies like ZTE Corporation and Shannon Chip, are attracting significant investment, reflecting a growing interest in technology stocks [1][2]

Market Overview - On October 16, the three major A-share indices opened lower, with the Shanghai Composite Index down 0.29%, the Shenzhen Component Index down 0.42%, and the ChiNext Index down 0.58%. However, by the time of reporting, all three indices turned positive, with the Shanghai Composite Index up 0.18%, the Shenzhen Component Index up 0.38%, and the ChiNext Index up over 1% [1]. Sector Performance - The insurance, military equipment restructuring concept, and education sectors saw the largest gains, while the wind power equipment, gas, and controllable nuclear fusion sectors experienced the largest declines [4]. - The insurance sector increased by 2.45%, military equipment restructuring concept by 1.73%, and education by 1.49% [5]. Individual Stock Highlights - Chengfei Integration (002190) opened with a significant surge, hitting the daily limit and closing at 47.1 yuan per share, with a trading volume exceeding 1.1 billion yuan [5][6]. - The stock's market capitalization is approximately 16.896 billion yuan, with a price-to-earnings ratio of 10.00% and a trading volume ratio of 5.29 [6]. - Sanhua Intelligent Control saw a nearly 5% drop at the open, which narrowed to a 2.99% decline after the company clarified that rumors regarding substantial robot orders were untrue [7][8].