证券之星消息，1月28日地面兵装板块较上一交易日下跌1.89%，银河电子领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。地面兵装板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300875 | 捷强装备 | 42.56 | 1.77% | 6.65万 | | 2.81亿 | | 000519 | 中兵红箭 | 19.77 | 0.61% | 120.21万 | | 24.27亿 | | 300527 | ST应急 | 8.32 | -1.07% | 15.31万 | | 1.28亿 | | 600184 | 光电股份 | 18.46 | -1.49% | 10.22万 | | 1.89亿 | | 301357 | 北方长龙 | 135.60 | -1.77% | 1.76万 | | 2.40亿 | | 601606 | 长城军工 | 46.22 | -1.95% | 15.49万 | | 7.18亿 | ...

经济观察网2026年1月27日，银河电子（002519）发布2025年度业绩预告，预计2025年净利润亏损8600 万元至1.06亿元，同比下降84.6%至87.44%；扣除非经常性损益后的净利润亏损1亿元至1.23亿元，同比 下降84.33%至87.26%。 ...

格隆汇1月27日丨银河电子(002519.SZ)公布，预计2025年1月1日至2025年12月31日归属于上市公司股东 的净利润亏损：8600万元-1.06亿元；扣除非经常性损益后的净利润亏损：1亿元-1.23亿元。 公司 2025 年整体经营业绩较2024年同期减亏，主要原因是2024年公司全资子公司合肥同智机电控制技 术有限公司发生大额审核退款和商誉减值，2025年无此事项。2025年公司整体经营业绩亏损，主要是同 智机电因受到特定领域合同审核调查、被提起诉讼事项和36个月禁止参加全军装备采购活动的影响，新 增订单减少，截至2025年末仍有大部分订单尚未确认收入，可确认收入同比下降，而日常经营等各项支 出持续发生，且公司根据企业会计准则规定对相关资产计提减值准备所致。 ...

| 项 | 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | 股东的净利润 | 亏损：8,600 | 万元–10,550 | 万元 | 亏损：68,491.72 | 万元 | | | | 同比减亏幅度：84.6 | | %-87.44 % | | | | 扣除非经常性损 | 益后的净利润 | 亏损：10,000 | 万元–12,300 | 万元 | 亏损：78,469.42 | 万元 | | | | 同比减亏幅度：84.33 | %- | 87.26 % | | | | 基本每股收益 | | -0.08 元/股--0.09 | | 元/股 | -0.61 | 元/股 | 证券代码：002519 证券简称：银河电子 公告编号：2026-006 江苏银河电子股份有限公司 2025 年年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、业绩 ...

证券之星消息，1月27日地面兵装板块较上一交易日上涨1.48%，国科军工领涨。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。地面兵装板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688543 | 国科室工 | 71.97 | 4.18% | 9.44万 | 6.65 Z | | 300875 | 捷强装备 | 41.82 | 4.13% | 6.52万 | 2.70亿 | | 000519 | 中兵红箭 | 19.65 | 2.50% | 0 69.08万 | 13.43 Z | | 301357 | 北方长龙 | 138.04 | 2.37% | 2.26万 | 3.11亿 | | 600184 | 光电股份 | 18.74 | 2.24% | 15.23万 | 2.81亿 | | 300527 ...

银河电子公告，预计2025年年度净利润亏损8600万元–1.05亿元，上年同期亏损6.85亿元。2025年整体经 营业绩较2024年同期减亏，主要原因是2024年公司全资子公司合肥同智机电控制技术有限公司发生大额 审核退款和商誉减值，2025年无此事项。2025年公司整体经营业绩亏损，主要是同智机电因受到特定领 域合同审核调查、被提起诉讼事项和36个月禁止参加全军装备采购活动的影响，新增订单减少，截至 2025年末仍有大部分订单尚未确认收入，可确认收入同比下降，而日常经营等各项支出持续发生，且公 司根据企业会计准则规定对相关资产计提减值准备所致。 ...

Market Overview - The ground armament sector experienced a decline of 3.07% on January 26, with Galaxy Electronics leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Key stocks in the ground armament sector showed varied performance, with the following notable changes: - Galaxy Electronics (002519) closed at 8.40, down 7.28% with a trading volume of 2.3196 million shares and a transaction value of 2.026 billion [2] - Other significant declines included: - Optical Electric Co. (600184) down 5.71% [2] - National Science and Technology Military Industry (688543) down 4.76% [2] - Northern Navigation (600435) down 4.13% [2] Capital Flow - The ground armament sector saw a net outflow of 886 million from institutional investors, while retail investors contributed a net inflow of 701 million [2] - The capital flow for individual stocks indicated: - Significant net outflows for Northern Long Dragon (301357) at 60.86 million, and Inner Mongolia First Machinery (600967) at 150 million [3] - Retail investors showed a net inflow into stocks like Galaxy Electronics and Optical Electric Co. despite overall sector declines [3]

Core Viewpoint - Galaxy Electronics has experienced significant stock price fluctuations and trading activity, with a notable increase in share price this year, despite a recent decline in revenue and profit margins [1][2]. Group 1: Stock Performance - As of January 26, Galaxy Electronics' stock price decreased by 2.21% to 8.86 CNY per share, with a trading volume of 8.52 billion CNY and a turnover rate of 8.44%, resulting in a total market capitalization of 99.80 billion CNY [1]. - Year-to-date, Galaxy Electronics' stock price has risen by 36.73%, with a 6.11% increase over the last five trading days, a 45.01% increase over the last 20 days, and a 93.03% increase over the last 60 days [1]. - The company has appeared on the trading leaderboard five times this year, with the most recent appearance on January 19, where it recorded a net buy of -136 million CNY [1]. Group 2: Company Overview - Galaxy Electronics, established on June 15, 2000, and listed on December 7, 2010, is based in Zhangjiagang, Jiangsu Province, and specializes in the research, manufacturing, and sales of smart digital TV multimedia terminals and precision electronic components [2]. - The company's main business revenue is composed of 45.43% from new energy products, 45.06% from smart electromechanical products, and 9.51% from other sources [2]. - Galaxy Electronics operates within the defense and military industry, specifically in ground equipment, and is associated with sectors such as broadcasting, leading stocks, military information technology, and satellite internet [2]. Group 3: Financial Performance - For the period from January to September 2025, Galaxy Electronics reported a revenue of 332 million CNY, reflecting a year-on-year decrease of 59.12%, and a net profit attributable to shareholders of -40.16 million CNY, a decline of 128.29% year-on-year [2]. - The company has distributed a total of 856 million CNY in dividends since its A-share listing, with 225 million CNY distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders decreased by 8.62% to 87,300, while the average circulating shares per person increased by 9.43% to 12,815 shares [2].

Market Overview - The ground equipment sector increased by 1.12% compared to the previous trading day, with Galaxy Electronics leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Galaxy Electronics (002519) closed at 9.06, up 5.35%, with a trading volume of 3.0493 million shares and a turnover of 2.726 billion yuan [1] - Northern Navigation (600435) closed at 17.91, up 1.99%, with a trading volume of 1.0508 million shares and a turnover of 1.878 billion yuan [1] - National Science and Technology Year (688543) closed at 72.53, up 1.54%, with a trading volume of 127,100 shares and a turnover of 915 million yuan [1] - Other notable stocks include: - China Weapon Red Arrow (000519) at 19.45, up 1.30%, turnover of 1.02 billion yuan [1] - Optoelectronic Co. (600184) at 19.44, up 1.14%, turnover of 274 million yuan [1] Capital Flow - The ground equipment sector experienced a net outflow of 367 million yuan from institutional investors, while retail investors saw a net inflow of 268 million yuan [2] - The overall capital flow indicates that while institutional investors withdrew funds, retail investors were actively buying into the sector [2] Individual Stock Capital Flow - National Science and Technology Year (688543) had a net inflow of 45.61 million yuan from institutional investors, but a net outflow of 46.16 million yuan from retail investors [3] - ST Emergency (300527) saw a net inflow of 10.53 million yuan from institutional investors, while retail investors had a net outflow of 536.57 million yuan [3] - Northern Navigation (600435) had a net outflow of 2.41 million yuan from institutional investors, with a significant net inflow of 84.47 million yuan from retail investors [3]

Market Overview - The market experienced a rebound with all three major indices rising, driven by strong performances in the commercial aerospace sector, oil and gas stocks, and PCB (Printed Circuit Board) sector [1] - Over 3,500 stocks in the Shanghai and Shenzhen markets saw gains, with a total trading volume of 2.72 trillion [1] Aerospace Sector - The aerospace sector saw significant gains, with multiple stocks such as Galaxy Electronics, Giant Lifting, and China First Heavy Industries hitting the daily limit [4][5] - Elon Musk is actively pushing for SpaceX's IPO, aiming for completion by July this year [4][5] - Analysts predict that SpaceX could dominate 99% of the global orbital payload capacity by 2026, reshaping the space economy [6] Oil Services Sector - The oil services sector surged, with stocks like Intercontinental Oil and Renji Holdings reaching their daily limits [7][8] - The International Energy Agency (IEA) raised its forecast for global oil demand growth in 2026 to 930,000 barrels per day, up from a previous estimate of 860,000 barrels per day [7] - The oil services industry is expected to benefit from increased capital expenditure, projected to reach $66.3 billion and $68.3 billion in 2025 and 2026, respectively, with growth rates of 10% and 3.2% [8] PCB Sector - The PCB sector experienced a strong rally, with stocks like Jin'an International and Honghe Technology hitting their daily limits [9][10] - Jin'an Guoji announced a projected net profit of 280 million to 360 million for 2025, representing a year-on-year increase of 655.53% to 871.40% [9] - Due to supply constraints and rising prices of raw materials, Japanese semiconductor material manufacturers are increasing prices of PCB materials by over 30% starting March 1 [9] Robotics Sector - The robotics sector showed active performance, with several stocks experiencing gains [11] Semiconductor Sector - The semiconductor sector faced declines, with stocks like Blue Arrow Electronics dropping nearly 10% [1][11]