Group 1: WuXi AppTec - WuXi AppTec expects a revenue of approximately RMB 45.456 billion for 2025, representing a year-on-year growth of about 15.84%, with a 21.40% increase in revenue from continuing operations [1] - The adjusted net profit attributable to shareholders is projected to be around RMB 14.957 billion, reflecting a year-on-year growth of approximately 41.33% [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to be about RMB 13.241 billion, with a year-on-year increase of approximately 32.56% [1] Group 2: Shanghai Port Group - Shanghai Port Group reported a total revenue of RMB 39.44 billion for 2025, which is a year-on-year increase of 3.5% [2][3] - The net profit attributable to shareholders decreased by 10.4% to RMB 13.4 billion [2][3] - The net profit attributable to shareholders, excluding non-recurring gains and losses, fell by 8.1% to RMB 12.2 billion [2][3] Group 3: Zangge Mining - Zangge Mining forecasts a net profit attributable to shareholders between RMB 3.7 billion and RMB 3.95 billion for 2025, indicating a growth of 43.41% to 53.10% year-on-year [4] - The net profit, excluding non-recurring gains and losses, is expected to be between RMB 3.87 billion and RMB 4.12 billion, reflecting a growth of 51.95% to 61.76% [4] Group 4: Sanan Optoelectronics - Sanan Optoelectronics anticipates a net loss attributable to shareholders between RMB -200 million and RMB -400 million for 2025, compared to a profit of RMB 253 million in the previous year [5] - The net profit, excluding non-recurring gains and losses, is expected to be between RMB -750 million and RMB -850 million [5] Group 5: JA Solar Technology - JA Solar Technology projects a net loss attributable to shareholders between RMB -4.5 billion and RMB -4.8 billion for 2025 [12] - The company maintains a leading position in battery module shipments, but faces significant pressure on sales prices and profitability due to industry competition and supply-demand imbalances [12] Group 6: Rongbai Technology - Rongbai Technology expects a net loss attributable to the parent company between RMB -150 million and RMB -190 million for 2025 [18] - The company anticipates a turnaround in the fourth quarter with a projected net profit of approximately RMB 30 million [18] Group 7: Sanxiang New Materials - Sanxiang New Materials forecasts a net profit attributable to shareholders between RMB 100 million and RMB 130 million for 2025, representing a year-on-year growth of 31.99% to 71.58% [21] - The company is focusing on expanding its zirconium product chain and optimizing its customer structure to enhance profitability [21]

Core Viewpoint - The commercial aerospace sector is experiencing significant investor interest, driven by favorable news and a surge in stock prices, with many companies in the industry seeing substantial gains [1]. Group 1: Industry Developments - China has applied for frequency resources for over 200,000 satellites, indicating that satellite frequency resource applications have reached a national strategic level [1]. - Nearly 50 stocks related to commercial aerospace have hit the daily limit up, including Jin Feng Technology and Tongyu Communication [1]. Group 2: Company Responses - Several companies, including Aerospace Power and North Navigation, clarified that their main businesses do not involve commercial aerospace [2][14]. - Shaanxi Huada stated its deep involvement in major aerospace projects and plans to expand its product offerings in commercial aerospace [2]. - Zhonghang Optoelectronics confirmed its role as a core supplier for Blue Arrow Aerospace, focusing on key products for the commercial rocket sector [3]. Group 3: Financial Performance and Risks - Companies like Zhimin Da and Bolite have reported that their commercial aerospace-related revenues are minimal, with contributions to total revenue being 3.97% and 3% respectively [5][9]. - *ST Chengchang noted that the commercial aerospace industry is still in its early stages, with significant uncertainties regarding satellite launches and network progress [8]. - Companies such as Aerospace Engineering and Star Ring Technology have indicated that they do not engage in commercial aerospace activities, highlighting the potential for market overreaction [18][19]. Group 4: Market Sentiment and Stock Performance - The stock prices of many companies have seen significant fluctuations, with some experiencing over 30% increases in just a few days, raising concerns about market sentiment and potential irrational trading [10][11]. - Companies like North Navigation and Aerospace Longfeng have warned of high trading risks due to their stock price surges, which are not supported by substantial business developments [17][20].

（记者 王晓波） 每经头条（nbdtoutiao）——年产量是传统大田120倍以上，1个人管理1栋楼！实探中国"植物工厂"：水 稻生产期从120天减到60天，没有虫害不用打农药 每经AI快讯，海格通信1月12日晚间发布公告称，公司第七届第一次董事会临时会议于2026年1月12日 在广州市高新技术产业开发区科学城海云路88号海格通信产业园模拟器三楼会议中心召开。会议审议了 《关于聘任公司董事会秘书的议案》等文件。 ...

广州海格通信集团股份有限公司 关于董事会完成换届选举及聘任高级管理人员 证券代码：002465 证券简称：海格通信 公告编号：2026-005 号 和其他相关人员的公告 （一）第七届董事会组成情况 公司第七届董事会由 9 名董事组成，其中非独立董事 5 名，独立董事 3 名， 职工代表董事 1 名。 1、非独立董事：余青松先生（董事长、法定代表人）、李君先生、赵倩女士、 钟勇先生、黄刚先生 2、独立董事：刘运国先生、韦岗先生、朱义坤先生 3、职工代表董事：苏秋霖先生 公司第七届董事会成员均符合相关法律法规、规范性文件和《公司章程》规 定的上市公司董事任职资格，任期自公司 2026 年第一次临时股东会审议通过之日 起三年。公司第七届董事会中兼任公司高级管理人员以及由职工代表担任的董事 人数总计未超过公司董事总数的二分之一，独立董事人数未低于董事会成员总数 的三分之一，独立董事的任职资格和独立性已经深圳证券交易所审核无异议，符 1 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 广州海格通信集团股份有限公司（以下简称"公司"）于 2025 年 12 月 25 日 ...

北京市天元（广州）律师事务所 关于广州海格通信集团股份有限公司 2026 年第一次临时股东会之 法律意见 二零二六年一月 地址：广东省广州市天河区珠江新城珠江东路 6 号周大福金融中心 33 层 邮编（P.C）：510623 电话（Tel）：020-88835385 传真（Fax）：020-88835385 北京市天元（广州）律师事务所 关于广州海格通信集团股份有限公司 2026 年第一次临时股东会之法律意见 穗天股字（2026）第001号 致：广州海格通信集团股份有限公司 广州海格通信集团股份有限公司（以下简称"公司"或"海格通信"）2026 年第 一次临时股东会（以下简称"本次股东会"）采取现场投票与网络投票相结合的方 式，现场会议于 2026 年 1 月 12 日 14 时 30 分在广州市高新技术产业开发区科学 城海云路 88 号海格通信产业园模拟器三楼会议中心召开。北京市天元（广州） 律师事务所（以下简称"本所"）接受公司聘任，指派本所律师参加本次股东会现 场会议，并根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华 人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（ ...

一、 会议召开情况 广州海格通信集团股份有限公司（以下简称"公司"或"上市公司"）于 2025 年 12 月 26 日在《中国证券报》《证券时报》《证券日报》《上海证券报》及巨潮资讯网 （http://www.cninfo.com.cn）披露了《关于召开 2026 年第一次临时股东会的通知》（公 告编号：2025-062 号）。 （一）会议召开时间 1、现场会议时间：2026 年 1 月 12 日（星期一）下午 14:30 证券代码：002465 证券简称：海格通信 公告编号： 2026-003 号 广州海格通信集团股份有限公司 2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、本次股东会无否决提案的情况； 2、本次股东会不涉及变更以往股东会已通过的决议。 2、网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为：2026 年 1 月 12 日的交易时间，即 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易 所互联网投票系统投票的具体时间为：2026 年 1 ...

证券代码：002465 证券简称：海格通信 公告编号：2026-004 号 广州海格通信集团股份有限公司 第七届董事会第一次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 广州海格通信集团股份有限公司（以下简称"公司"）第七届董事会第一次会 议于 2026 年 1 月 12 日在广州市高新技术产业开发区科学城海云路 88 号海格通信 产业园模拟器三楼会议中心召开。本次会议是在公司 2026 年第一次临时股东会选 举产生第七届董事会成员后，经全体董事同意豁免董事会会议通知时间要求，以 现场方式召开。公司 9 名董事均出席会议并参与表决，高级管理人员列席了会议， 会议由董事余青松先生主持。本次会议的召开符合《公司法》及《公司章程》的 有关规定。 与会董事经认真审议，对以下事项进行了表决，形成董事会决议如下： 一、审议通过《关于选举公司第七届董事会董事长的议案》 同意选举余青松先生为公司第七届董事会董事长，任期自本次董事会审议通 过之日起至第七届董事会届满之日止，同时根据《公司章程》等有关规定，余青 松先生担任公司法定代表人。 表决结果：赞成票 9 票 ...

Core Viewpoint - The market is experiencing a bullish atmosphere, particularly in the commercial aerospace and satellite navigation sectors, with significant gains in related ETFs and stocks [1][8]. Group 1: ETF Performance - The General Aviation ETF Huabao (159231) opened with strong momentum, reaching an intraday high of 9.65% and closing up 8.71%, marking its largest single-day gain since inception [1][8]. - The ETF attracted a net subscription of 36 million units in a single day, indicating strong investor interest [1][8]. Group 2: Stock Performance - Among the 50 constituent stocks of the ETF, 49 showed positive performance, with notable stocks like Huali Chuantong, Zhongke Xingtou, and Tianyin Electromechanical hitting the daily limit up of 20% [11]. - Other stocks such as Aerospace Hongtu, Western Superconducting, and Aerospace Huanyu increased by over 10%, while Beidou Starlink, Aerospace Electronics, China Satellite, and Haige Communication also reached the 10% limit up [11]. Group 3: Industry Insights - The commercial aerospace sector is identified as a trillion-yuan market, with significant government support and strategic initiatives outlined in national plans for 2024 and 2025 [2][10]. - The industry is expected to grow rapidly, with projections indicating that the market size could reach 8 trillion yuan by 2030 [3][10]. - The U.S. currently leads in the number of operational spacecraft, holding 75.94% of the global share, while China accounts for approximately 9.43% [3][10]. Group 4: ETF Composition - The General Aviation ETF covers a wide range of sectors, including low-altitude economy, commercial aerospace, satellite navigation, large aircraft, and military aircraft, with significant weights in low-altitude economy (over 88%) and commercial aerospace (over 65%) [4][10].

Core Viewpoint - The commercial aerospace and satellite navigation sectors are experiencing significant growth, with the Huabao General Aviation ETF (159231) achieving its highest single-day increase since its launch, closing up 8.71% on January 12, 2024, and attracting a net subscription of 36 million units in a single day [1]. Group 1: Market Performance - The Huabao General Aviation ETF opened at 0.762 and reached a high of 0.820, reflecting a daily trading volume of 554,700 units and a turnover of approximately 43.5 million [1]. - Among the 50 constituent stocks of the ETF, 49 showed positive performance, with several stocks, including Hualichuangtong, Zhongke Xingtou, and Tianyin Jidian, hitting the daily limit of 20% [1][2]. Group 2: Industry Insights - The commercial aerospace sector is identified as a trillion-yuan market, with significant government support and strategic initiatives outlined in national policies, including the inclusion of commercial aerospace in the government work reports for 2024 and 2025 [2][3]. - The Chinese commercial aerospace industry is projected to reach a market size of 8 trillion yuan by 2030, driven by the rapid development of commercial launch vehicles and satellite companies [3]. Group 3: ETF Composition - The Huabao General Aviation ETF covers a wide range of sectors, including low-altitude economy, commercial aerospace, satellite navigation, large aircraft, drones, and military aircraft, with over 88% exposure to low-altitude economy and over 65% to commercial aerospace [3].

【换手率高】 -今日A股共有50只个股换手率超过30%； 【振幅大】 -今日A股共有33只个股振幅超过20%； -C陕旅、天力复合、天润科技等个股振幅居前； -C陕旅、创新医疗、御银股份等个股换手率居前； 【主力资金】 -主力资金今日净流入计算机、传媒、非银金融等板块，净流出电力设备、电子、基础化工等板块； -东方财富、领益智造、岩山科技、山子高科、海格通信资金净流入规模居前，分别净流入18.10亿元、 16.47亿元、14.10亿元、14.03亿元、11.41亿元； -阳光电源、金风科技、新易盛、乾照光电、胜宏科技资金净流出规模居前，分别净流出20.81亿元、 19.58亿元、18.40亿元、13.91亿元、13.43亿元。 ...