新兴装备公告，预计2025年度净利润为3200万元-4750万元，同比增长69.32%-151.34%。报告期内，非 经常性损益对净利润影响预计为2250万元至3350万元，主要系公司持有的交易性金融资产、权益投资等 公允价值变动收益的影响。报告期内，受客户采购需求的影响，交付的装备产品型号差异导致利润率有 所上升。 ...

北京新兴东方航空装备股份有限公司 证券代码：002933 证券简称：新兴装备 公告编号：2026-002 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 | 项 目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东 | 盈利：3,200 万元-4,750 万元 | 万元 盈利：1,889.86 | | 的净利润 | 比上年同期增长：69.32%-151.34% | | | 扣除非经常性损益后 | 盈利：950 万元-1,400 万元 | 亏损：47.21 万元 | | 的净利润 | 比上年同期增长：2,112.29%-3,065.47% | | | 基本每股收益 | 盈利：0.27 元/股-0.40 元/股 | 盈利：0.16 元/股 | 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 二、与会计师事务所沟通情况 本期业绩预告相关的财务数据未经会计师事务所审计。公司已 ...

Core Viewpoint - The company, New Emerging Equipment (002933.SZ), focuses on the research, development, production, sales, and related services of aviation equipment products centered around servo control technology [1] Group 1: Business Overview - The company's main business is centered on aviation equipment products that utilize servo control technology [1] - The primary product categories include airborne equipment and technical services, along with other related offerings [1] - The products are widely applicable in various aviation fields, including helicopters, fixed-wing aircraft, and drones [1]

Group 1 - The company, New Emerging Equipment (002933.SZ), stated that its current business does not involve commercial aerospace [1]

Group 1 - The core viewpoint of the article is that Xinxing Equipment (002933.SZ) has confirmed that its business currently does not involve commercial aerospace [1] Group 2 - The company responded to inquiries on an interactive platform regarding its business scope [1]

Core Viewpoint - The article highlights a significant surge in the military industry stocks in the A-share market following U.S. President Trump's proposal to increase the military budget to $1.5 trillion by 2027, which represents a 66% increase from previous levels [2][6]. Group 1: Market Reaction - On January 8, military stocks in the A-share market experienced a broad rally, with the Wind military index rising over 4%. Notable stocks such as Shaoyang Hydraulic and Hahai Huantong reached the 20% limit up, while others like Jianglong Shipbuilding and Dongtu Technology surged over 10% [4][6]. - Specific stock performances included Shaoyang Hydraulic at 49.60 with a 20.01% increase, Hahai Huantong at 63.56 with a 19.99% increase, and several others achieving around 10% gains [5][6]. Group 2: U.S. Military Budget Proposal - Trump's proposal for the 2027 military budget aims to address current global instability, with a 2026 budget set at $901 billion. This increase is framed as a move to build a "dream army" for the U.S. [2][6]. - The proposal follows Trump's recent military actions and threats, including potential interventions in Venezuela and other regions, emphasizing a proactive military stance [7][8]. Group 3: Future Outlook - Analysts from Dongfang Securities anticipate that the military sector will see a resurgence as new equipment construction plans are clarified, with a focus on unmanned systems and deep-sea technology. The military sector is expected to benefit from both domestic and international demand [10]. - Guosheng Securities predicts a gradual recovery for the military industry, with an upward trend expected from 2026 to 2028 due to accumulated orders and new expectations from the upcoming five-year plan [10].

Core Viewpoint - Emerging Equipment (002933.SZ) announced a significant shareholding change involving shareholder Dai Yue, who will reduce his stake by 2,273,900 shares, representing 1.94% of the company's total equity [1] Group 1 - Dai Yue's share reduction will occur between August 8, 2025, and December 30, 2025 [1] - Following the reduction, Dai Yue and his concerted parties will hold a total of 21,196,085 shares, which is 18.06% of the company's total equity [1]

Core Viewpoint - Emerging Equipment (002933.SZ) announced a significant shareholding change involving shareholder Dai Yue, who will reduce his stake by 2,273,900 shares, representing 1.94% of the company's total equity [1] Shareholding Changes - From August 8, 2025, to December 30, 2025, Dai Yue will cumulatively reduce his holdings by 2,273,900 shares [1] - As of the announcement date, Dai Yue and his concerted parties hold a total of 21,196,085 shares, which accounts for 18.06% of the company's total equity [1]

关于持股 5%以上股东权益变动后持股比例触及 1%整数倍的公告 持有公司 5%以上股份的股东戴岳先生保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：002933 证券简称：新兴装备 公告编号：2026-001 北京新兴东方航空装备股份有限公司 北京新兴东方航空装备股份有限公司（以下简称"公司"）近日收到股东戴 岳先生出具的《关于权益变动后持股比例触及 1%整数倍的告知函》，2025 年 8 月 8 日至 2025 年 12 月 30 日，戴岳先生累计减持 2,273,900 股，占公司总股本的 1.94%。截至本公告披露日，戴岳先生与其一致行动人合计持有公司股份 21,196,085 股，占公司总股本的 18.06%。根据《上市公司股东减持股份管理暂行 办法》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高级 管理人员减持股份》等相关规定，现将相关情况公告如下： 2026 年 1 月 5 日 | 1．基本情况 | | | | --- | --- | --- | | 信息披露义务人 ...

Group 1 - The company held its 20th meeting of the 5th Board of Directors on December 30, 2025, with all 9 directors present, including 3 independent directors participating via remote voting [2][4] - The meeting approved the proposal to adjust the company's organizational structure to better respond to market demands and enhance project management, aiming to improve operational efficiency and support long-term development [3][11] - The organizational structure will now consist of 14 departments, including Market Development, R&D Management, Engineering Manufacturing, Supply Assurance, Quality Management, and others [11] Group 2 - The Board also approved revisions to the Senior Management Compensation Management Measures, aligning with relevant laws and the company's actual situation [5][8] - The voting results for the compensation management proposal were 7 in favor, 2 abstentions, and no opposition [8]