Core Viewpoint - The A-share market has seen a surge in military stocks, driven by U.S. President Trump's proposal to increase the military budget from approximately $1 trillion to $1.5 trillion by 2027, along with calls for defense companies to boost production and R&D investments while halting stock buybacks and dividends [1]. Group 1: Stock Performance - Shaoyang Hydraulic and Haheng Huaton both hit the 20% limit up, while Dongtu Technology rose by 11% [1]. - A total of 12 companies, including China First Heavy Industries, Tianqi Mould, and Nanjing Panda, experienced a 10% limit up [1]. - The following companies showed significant year-to-date performance: - Shaoyang Hydraulic: 56.91% increase [2] - Haheng Huaton: 35.21% increase [2] - Dongtu Technology: 14.78% increase [2] - China First Heavy Industries: 23.31% increase [2] - Nanjing Panda: 46.40% increase [2] Group 2: Market Capitalization - The market capitalization of notable companies includes: - Shaoyang Hydraulic: 5.403 billion [2] - Haheng Huaton: 11.6 billion [2] - Dongtu Technology: 14.4 billion [2] - China First Heavy Industries: 33.7 billion [2] - Nanjing Panda: 16.3 billion [2] - Other companies with significant market caps include: - Aerospace Electric: 28.7 billion [2] - China Nuclear Engineering: 51 billion [2] - Aerospace Morning Light: 14.7 billion [2] - Aerospace Electronics: 86 billion [2]

Core Viewpoint - The company, Tianqi Mould (002510.SZ), confirmed that it does not directly invest in commercial aerospace companies, but it has a stake in Lushi Investment, which is involved in the aerospace sector [1]. Group 1 - The company responded to an investor inquiry regarding its involvement in commercial aerospace [1]. - The company clarified that it has no direct equity participation in commercial aerospace firms [1]. - The investment area of Lushi Investment, in which the company holds a stake, includes aerospace among other sectors [1].

Core Viewpoint - Tianjin Automotive Mould Co., Ltd. has completed the industrial and commercial change registration and has received a new business license, reflecting its updated registered capital and corporate structure [2]. Group 1: Basic Information - The company held its fifth board meeting on December 12, 2025, and a second extraordinary general meeting on December 30, 2025, where it approved the proposal for changing registered capital and amending the Articles of Association [2]. - The new registered capital is 1,015,137,708 RMB (approximately 1.015 billion RMB) [2]. - The company is located in the Tianjin Free Trade Zone and specializes in mould design and manufacturing, stamping parts processing, and technical consulting services [2]. Group 2: Business License Details - The new business license was issued by the Market Supervision Administration of the China (Tianjin) Free Trade Pilot Zone [2]. - The company was established on December 3, 1996, and operates under the unified social credit code 911200001030705897 [2]. - The legal representative of the company is Wang Yipeng [2].

Core Viewpoint - Tianqi Mould reported a decrease in the number of shareholders and a decline in stock price, indicating potential challenges in its financial performance and market perception [2] Group 1: Shareholder Information - As of December 31, the number of shareholders for Tianqi Mould was 102,052, a decrease of 5,615 from the previous period (December 20), representing a decline of 5.22% [2] Group 2: Stock Performance - The closing price of Tianqi Mould was 7.08 yuan, down 3.41%, with a cumulative decline of 1.67% since the concentration of shares began, showing 4 days of increase and 6 days of decrease in stock price [2] Group 3: Financial Performance - For the first three quarters, the company achieved an operating revenue of 1.485 billion yuan, a year-on-year decrease of 22.61%, and a net profit of 52.06 million yuan, down 42.41% year-on-year, with basic earnings per share at 0.0500 yuan and a weighted average return on equity of 2.08% [2]

Brain-Computer Interface - Daoshih Technology has strategically invested in Qiangnao Technology [1] - Lingyi Zhi Zao has reached a strategic cooperation agreement with Qiangnao Technology [1] Commercial Aerospace - Taisheng Wind Power is collaborating with multiple complete rocket manufacturers [1] - Tianqi Mould has obtained supplier qualifications from COMAC and XAC for its aviation products [1] - Guotai Group's Xinyu Guotai has achieved stable mass production of small solid rocket engines [1] - Gaode Infrared's products are applied in commercial aerospace and satellite-mounted infrared detector cores [1] Other Developments - Cuiwei Co., Ltd. has indirectly invested 150 million yuan in Super Fusion through its fund [1] - AVIC Optoelectronics has developed mature interconnection solutions for the robotics sector [1] - Gaomei Co., Ltd. has formed small batch orders for composite tungsten wire tendon ropes [1] - Huagong Technology is actively laying out business directions in embodied intelligence, focusing on torque and tactile sensor products [1] - Zhongfu Shenying's M55J carbon fiber is undergoing application verification in satellite structural components [1]

证券日报网讯 1月7日，天汽模发布公告称，公司于2025年12月12日召开了第五届董事会第五十三次会 议，于2025年12月30日召开了2025年第二次临时股东大会，审议通过了《关于变更注册资本、修订并办 理工商变更登记的议案》。近日，公司完成了相关工商变更登记手续，取得了中国（天津）自由贸易试 验区市场监督管理局换发的《营业执照》。 （编辑 任世碧） ...

Group 1 - The company Tianqi Mould reported a total of 107,667 shareholders as of December 19, 2025, according to data from the Shenzhen branch of China Securities Depository and Clearing Corporation [2] - Among the total shareholders, there are 815 institutional shareholders [2]

证券日报网讯1月7日，天汽模（002510）在互动平台回答投资者提问时表示，根据中国登记结算深圳分 公司提供数据，截至2025年12月31日，公司股东总户数102052户，机构股东总户数1110户。 ...

Group 1 - The company Tianqi Mould has obtained supplier qualifications from COMAC and Xi'an Aircraft Industrial Group for its aviation products [2] - The company is looking forward to establishing business cooperation with more high-quality clients [2]

Group 1 - The company Tianqi Mould (002510.SZ) has obtained supplier qualifications from COMAC and Xi'an Aircraft Industrial Group for its aviation products [1]