Core Viewpoint - The commercial aerospace concept is gaining traction, with Shunhao Co., Ltd. experiencing significant stock price fluctuations and announcing that its current business does not synergize with its investment in Beijing Orbit Chengguang Technology Co., Ltd. [1][5] Group 1: Company Overview - Shunhao Co., Ltd. has invested 110 million yuan in Orbit Chengguang, acquiring a 19.30% stake, with the expectation that the business will take 5 to 10 years to develop competitive advantages in the space data center sector [2][6] - The company reported a net profit of 67.31 million yuan for the first three quarters of 2025, a year-on-year increase of 20.29%, while its non-recurring net profit decreased by 61.12% to 22.13 million yuan [3][7] Group 2: Market Performance - From November 28 to the present, Shunhao Co., Ltd. has achieved 7 trading limit-ups in 11 trading days, with a cumulative increase of 118.49% and a market capitalization increase of 9.169 billion yuan, bringing the total market value to 16.9 billion yuan [3][7] - As of the announcement date, the rolling price-to-earnings ratio of Shunhao Co., Ltd. is 298 times, significantly higher than the industry average [3][7] Group 3: Industry Insights - The space computing sector is becoming a strategic focus for reshaping the future digital infrastructure, with plans to deploy gigawatt-level space data centers in the morning and evening orbits in three phases [4][8] - The global competition in space resources and space computing architecture is intensifying, with companies like SpaceX leading the way in establishing low-latency space networks [4][8]

Core Viewpoint - The stock of Shunhao Co., Ltd. experienced an abnormal fluctuation with a cumulative closing price deviation exceeding 20% over three consecutive trading days from December 10 to 12, 2025, but the company confirmed that its operations are normal and there are no undisclosed significant matters [1] Group 1: Company Performance - In the first three quarters of 2025, the company reported a net profit of 67.319 million yuan, representing a year-on-year increase of 20.29% [1] - The company's non-recurring net profit was 22.1344 million yuan, showing a year-on-year decline of 61.12% [1] - The rolling price-to-earnings ratio of the company is 298 times, which is higher than the industry average [1] Group 2: Investment Activities - In June 2025, the company invested 110 million yuan in Trajectory Chen Guang, holding a 19.30% stake [1] - The investment in Trajectory Chen Guang does not have synergy with the existing business and is expected to have a minimal impact on the 2025 performance, with future returns being uncertain [1]

证券代码：002565 证券简称：顺灏股份 公告编号：2025-064 2、根据最新数据，截至本公告披露日公司滚动市盈率为298倍，显著高于行 业平均水平，敬请广大投资者注意投资风险，理性决策。 3、公司 2025 年前三季度，归属于上市公司股东的净利润 6,731.90 万元，同 比增长 20.29%；归属于上市公司股东的扣除非经常性损益的净利润 2,213.44 万元， 同比下降 61.12%，公司郑重提醒广大投资者注意二级市场交易风险。 一、股票交易异常波动情况介绍 上海顺灏新材料科技股份有限公司（以下简称"公司"）股票（证券简称： 顺灏股份，证券代码：002565）于 2025 年 12 月 10 日、12 月 11 日、12 月 12 日 上海顺灏新材料科技股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别风险提示： 1、公司现有业务未与北京轨道辰光科技有限公司（以下简称"轨道辰光"） 的业务产生协同效应；轨道辰光业务受宏观经济、行业政策、市场环境变化等因 素的影响，亦存在产业化、商业化落地周期较长以及不达预期的 ...

业绩方面，机构净买入个股中，公布2025年业绩预告的共有1只，业绩预告类型来看，预增有1只。以净 利润增幅中值来看，净利润增幅最高的是中国铀业，预计净利润中值为16.25亿元，同比增幅为 11.42%。 （原标题：龙虎榜机构新动向：净买入15股 净卖出16股） 12月12日沪指上涨0.41%，盘后龙虎榜数据显示，机构现身31只个股龙虎榜，净买入15只，净卖出16 只。深沪股通席位出现在18只个股龙虎榜。 证券时报•数据宝统计显示，12月12日机构专用席位现身31只个股龙虎榜，合计净买入2.00亿元。个股 来看，净买入15只，净卖出16只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是国瓷材料，该股今日收盘涨停，全天换手率为13.75%，成交额为 31.16亿元。因日收盘价涨幅达20.00%上榜龙虎榜，前五大买卖营业部中有5家机构专用席位，为买二、 买三、买四、买五、卖五，合计净买入15314.19万元。同时上榜的还有深股通专用席位，净买入8327.84 万元，营业部席位合计净卖出1.32亿元。资金流向方面，该股全天资金净流入2.23亿元。 中能电气，今日收盘涨停，全天换手率为27.68%，成交额为12 ...

每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘，您好！能请您详细回复一下贵公司在商 业航天领域有哪些涉及或者投资？ 顺灏股份（002565.SZ）12月12日在投资者互动平台表示，公司2025年6月以1.1亿元人民币参股北京轨 道辰光科技有限公司（以下简称"轨道辰光"），持股比例为19.30%，该参股公司主要业务是通过将算力 卫星发射至晨昏轨道，组建太空数据中心，为客户提供算力服务，其经营范围包括微小卫星生产制造、 微小卫星科研试验、互联网信息服务等。关于公司投资轨道辰光的情况请您关注公司在指定信息披露媒 体上发布的公告。 （记者 曾健辉） ...

证券日报网讯12月12日，顺灏股份（002565）在互动平台回答投资者提问时表示，公司2025年6月以1.1 亿元人民币参股北京轨道辰光科技有限公司，持股比例为19.30%，该参股公司主要业务是通过将算力 卫星发射至晨昏轨道，组建太空数据中心，为客户提供算力服务，其经营范围包括微小卫星生产制造、 微小卫星科研试验、互联网信息服务等。 ...

Group 1 - The A-share commercial aerospace sector has experienced a significant surge, with key stocks like Dongfang Communication leading the charge, resulting in a strong market sentiment and multiple stocks hitting the daily limit up [1] - The overall trading volume in the sector doubled compared to the previous trading day, with commercial aerospace-themed funds seeing an average net value increase of 4.2% in a single day [1] - Northbound capital showed a clear interest in the sector, with a net purchase of 980 million yuan in core stocks, indicating strong market recognition of the policy dividends and growth potential in the commercial aerospace industry [1] Group 2 - The establishment of the Commercial Aerospace Administration by the National Space Administration marks a significant milestone, transitioning the industry from a "policy cultivation period" to a "regulated development period," which will optimize processes and reduce institutional transaction costs for companies [1] - The global aerospace industry is projected to exceed $600 billion, with China's market leading the growth at a 15% annual increase, capturing 22% of the global market share [2] - The rocket industry chain is expected to benefit directly from increased launch demand and technological breakthroughs, with a complete ecosystem already established in China's commercial aerospace sector [3] - The satellite manufacturing and application sector is experiencing a shift towards mass production due to the dense networking of low-orbit constellations, with a projected revenue of 71 billion yuan in 2025, reflecting a 28% increase from the previous year [3] - The demand for high-strength materials and 3D printing in aerospace is growing, with the market for aerospace 3D printing materials expected to grow by 42% in 2025, and related companies seeing revenue growth exceeding 30% [3]

当天机构净买入前三的股票分别是富信科技、国瓷材料、中能电气，净买入金额分别是2.42亿元、1.53 亿元、1.24亿元。 | 灿能电力 | 11.29% | 402.25 | | --- | --- | --- | | 中超控股 | 9.94% | 354.26 | | 德艺文创 | -8.25% | 177.20 | | 中洲特材 | 20.01% | -57.58 | | *ST奥维 | -4.78% | -81.19 | | 博纳影业 | 9.97% | -141.93 | | *ST亚太 | -5.04% | -151.33 | | 中利集团 | 9.89% | -180.52 | | 百通能源 | 5.38% | -315.65 | | 安泰科技 | 9.98% | -434.68 | | 精创电气 | 1.08% | -533.31 | | 龙洲股份 | 10.04% | -623.24 | | 信邦制药 | -9.89% | -803.51 | | 大鹏工业 | 10.79% | -1221.05 | | 燕矢微 | 16.84% | -1684.25 | | 华麦线缆 | 10.03% | - ...

深交所公开信息显示，当日该股因日涨幅偏离值达9.34%上榜，机构专用席位净卖出8017.03万元。 顺灏股份今日涨停，全天换手率19.56%，成交额32.51亿元，振幅7.77%。龙虎榜数据显示，机构净卖出 8017.03万元，营业部席位合计净买入1.80亿元。 资金流向方面，今日该股主力资金净流入3.74亿元，其中，特大单净流入4.99亿元，大单资金净流出 1.25亿元。近5日主力资金净流出2.12亿元。（数据宝） 顺灏股份12月12日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 华源证券股份有限公司江苏分公司 | 7476.26 | 0.00 | | 买二 | 开源证券股份有限公司西安高新成章路证券营业部 | 6098.61 | 48.30 | | 买三 | 东方证券股份有限公司无锡梁清路证券营业部 | 5541.48 | 346.78 | | 买四 | 华泰证券股份有限公司南京大光路证券营业部 | 5301.34 | 1027.34 | | 买五 | 机构专用 | 5145.53 | 788 ...

证券之星消息，12月12日包装印刷板块较上一交易日上涨1.12%，顺灏股份领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。包装印刷板块个股涨跌见下表： 从资金流向上来看，当日包装印刷板块主力资金净流入5.33亿元，游资资金净流出4.23亿元，散户资金 净流出1.1亿元。包装印刷板块个股资金流向见下表： 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。 ...