近日，在大盘震荡回暖的背景下军工股表现却颇为亮眼，在过去的一周内，中证军工指数涨幅高达5.82%， 更有多只个股走出连板行情，相关ETF也迎来资金的积极涌入。 在主动权益基金对军工股配置达到历史底部之际，军工股的基本面也在今年一季度初现曙光，有机构指出，此 前积压的需求有望快速释放，当前部分上游企业订单规模同环比有明显好转，且公布的订单数据也显示了下游 已逐步进入高景气阶段。 军工板块逆势上涨 在过去的一周内，个股方面，ST立航4连板、成飞集成、天箭科技、奥普光电等走出3连板，千亿市值的中航 成飞上涨约36%，国博电子涨超20%，航天彩虹、中无人机以及超卓航科均有两位数的涨幅，其间中证军工板 块内40只个股中超过37只个股上涨。 资金的涌入不仅提振了个股的走势，也拉动了主题基金的净值。上周军工主题基金平均涨幅约为5.3%，重仓 低空经济、商业航天等概念的华夏军工安全上涨9.22%，长信国防军工与中邮军民融合均涨超7%；ETF份额方 面，国泰中证军工ETF增超8400万份，易方达中证军工ETF上涨3700万份。 此外，华泰证券研报认为，海外军贸方面，全球军费开支增长明显，我国武器装备出口迎来发展机遇。"我们 认 ...

Investment Rating - The report rates the defense and military industry as "Overweight" indicating a positive outlook for the sector [3][29]. Core Insights - The defense and military industry is expected to enter a new cycle driven by geopolitical conflicts, enhancing China's military trade focus and opening international markets for Chinese military products [5][3]. - The ongoing tariff conflicts highlight the comparative advantages of the military industry, with increased emphasis on self-sufficiency and potential growth in military investments [5][3]. - The fundamental changes in the military sector are solidifying the basis for industry growth, with a focus on quality and quantity improvements as the military approaches its centenary goals [5][3]. - There is a recommendation to increase attention on military stocks, particularly those related to precision-guided weapons, underwater capabilities, AI/robotics, and traditional aircraft supply chains [5][3]. Market Review - Last week, the Shenwan Defense and Military Index rose by 6.33%, outperforming major indices such as the Shanghai Composite Index, which increased by 1.92% [6][3]. - The top five performing stocks in the defense sector included Chengxi Aviation (59.26%), Hwa Wo (48.85%), and Lijun (36.49%) [6][14]. - Conversely, the bottom five performers were Platinum (−4.26%), Lingyun (−4.00%), and Guangdong Hongda (−2.52%) [6][15]. Valuation Changes - The current PE-TTM for the Shenwan military sector is 75.10, indicating it is in the upper range historically, with a valuation percentile of 65.46% since January 2014 [15][19]. - The aerospace and aviation equipment sectors are noted to be at relatively high valuation levels since 2020 [15][19]. Key Valuation Targets - The report lists key valuation targets, including companies like Feili Hua, Tianqin Equipment, and Aerospace Electronics, with projected earnings growth and PE ratios indicating potential investment opportunities [21][24].

Group 1 - The stock of Chengdu Tianjian Technology Co., Ltd. (stock code: 002977) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days (May 8, 2025, and May 9, 2025) [1] - The company's board of directors conducted an investigation regarding the stock price fluctuation and inquired with the controlling shareholder and actual controller, confirming no undisclosed significant information affecting the stock price [1][1] - The board confirmed that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange listing rules, nor any significant information that could impact the trading price of the company's stock and its derivatives [1][1]

证券代码：002977 证券简称：天箭科技 公告编号：2025-018 成都天箭科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 5.股票异常波动期间，公司控股股东、实际控制人不存在买卖公司股票的情 形。 6.经自查，公司不存在违反公平信息披露规定的其他情形。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规 成都天箭科技股份有限公司（以下简称"公司"）股票（证券简称：天箭科 技，证券代码：002977）连续二个交易日（2025 年 5 月 8 日、2025 年 5 月 9 日） 收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所相关规定，属于股票交 易异常波动的情形。 二、公司关注并核实情况的说明 针对公司股票交易异常波动情况，公司董事会对有关事项进行了核查，并函 询了公司控股股东及实际控制人，现就有关情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处。 2.公司未发现近期公共传媒报道了可能或者已经对公司股票交易价格产 ...

Group 1: Textile Industry - Huafang Co., Ltd. has achieved a 10.06% increase over four consecutive trading days, driven by strong performance in the textile sector [2] - Wanshili Co., Ltd. recorded a significant first board increase of 20.03%, attributed to its textile and aluminum business [2] - Yanfeng Co., Ltd. and Hongda High-tech both made their first board appearances with increases of 10.00% and 9.99% respectively, also linked to the textile industry [2] Group 2: Military Industry - Chengfei Integration has seen a 10.02% rise over three consecutive days, reflecting the growing military sector [5] - Tianjian Technology and Lijun Co., Ltd. also reported increases of 10.00% and 9.96% respectively, attributed to military-related activities [5] Group 3: Robotics Industry - Aopu Optoelectronics has achieved a 10.01% increase over three consecutive days, driven by developments in the robotics sector [7] - Qiaoyin Co., Ltd. and Wanxiang Qianchao both recorded increases of 9.98% and 10.04% respectively, linked to the robotics market [7] Group 4: Mechanical Equipment - Demand for magnetic suspension compressors in China's data centers is expected to double in the next three years, indicating strong growth potential in this sector [8] - Jialitu Co., Ltd. and Baida Precision have both reported increases of 9.98% and 9.96% respectively, driven by the magnetic suspension compressor market [9][11] Group 5: Chemical Industry - Red Wall Co., Ltd. has achieved a notable 9.98% increase over 14 trading days, driven by the epoxy propylene market [18] - Hehua Co., Ltd. made its first board appearance with a 10.02% increase, linked to the chemical and medical sectors [18] Group 6: Power Industry - Zhuanhe Energy and Jinkong Power both made their first board appearances with increases of 10.03% and 9.93% respectively, reflecting the positive outlook for the power sector [14][16] Group 7: Huawei Harmony - Qisheng Technology has achieved a 10.02% increase over four consecutive days, driven by developments related to Huawei's Harmony operating system [19][20]

Group 1 - The stock of Tianjian Technology has reached a trading limit, marking three consecutive trading limit increases, with a current price of 40.25 yuan and a turnover rate of 1.91% [2] - During the consecutive trading limit period, the stock has accumulated a rise of 33.10%, with a cumulative turnover rate of 32.81% [2] - The latest total market capitalization of A-shares is 48.35 billion yuan, with a circulating market capitalization of 26.81 billion yuan [2] Group 2 - For the first quarter, the company reported total operating revenue of 53 million yuan, representing a year-on-year increase of 85.76%, and a net profit of 17 million yuan, reflecting a year-on-year growth of 138.40% [2] - The stock performance data shows significant daily fluctuations, with the highest daily increase recorded at 10.01% on May 8, 2025, and a notable net inflow of main funds amounting to 3,678.17 million yuan on the same day [2] - The trading activity indicates varying turnover rates and net fund inflows over the past days, with a notable increase in trading activity on May 8, 2025 [2]

Core Viewpoint - The A-share military industry sector is experiencing renewed activity, with several companies showing significant price movements and gains [1] Group 1: Company Performance - Chengfei Integration and Aerospace Changfeng have achieved three consecutive trading limit increases [1] - Tianjian Technology has reached a trading limit increase, indicating strong market interest [1] - Qifeng Precision has seen a price increase of over 10%, reflecting positive investor sentiment [1] - Companies such as Huawu Co. and AVIC Chengfei opened higher, suggesting a bullish trend in the sector [1]

Group 1 - Military stocks continue to rise, with a significant increase in share prices for companies such as Chengfei Integration and major aircraft manufacturers [1] - Nearly 20 stocks, including Jintongling, Huawu Co., Aerospace Changfeng, Tianjian Technology, Tongda Co., Aopu Optoelectronics, Lijun Co., and Galaxy Electronics, reached their daily limit [1] - Several stocks, including AVIC Chengfei, saw price increases exceeding 10% [1]

| | 2024 年 | 2023 年 | 本年比上年增减 | 2022 年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 136,546,420.22 | 167, 231, 508. 32 | -18. 35% | 342, 763, 501, 42 | | 归属于上市公司股东 的净利润(元) | 16, 036, 689. 21 | 50, 048, 163. 41 | -67.96% | 72, 737, 710. 21 | | 归属于上市公司股东 的扣除非经常性损益 | 15, 942, 748. 19 | 49, 193, 777. 47 | -67.59% | 70, 906, 128. 46 | | 的净利润(元) | | | | | | 经营活动产生的现金 | 60, 637, 402. 71 | 242, 077, 881. 62 | -74. 95% | -24, 838, 755. 31 | | 流量净额(元) | | | | | 公司经本次董事会审议通过的利润分配预案为：以120,120,000股为基数，向全体股东每10股派发现金红利1. ...

成都天箭科技股份有限公司 董事会提名委员会工作细则 成都天箭科技股份有限公司 董事会提名委员会工作细则 （经 2025 年 4 月 21 日第三届董事会第七次会议审议通过） 第一章 总 则 第一条 为规范成都天箭科技股份有限公司（以下简称"公司"）董事及高 级管理人员的产生，优化董事会成员的组成，完善公司治理结构，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》《上市公 司治理准则》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监 管指引第 1 号——主板上市公司规范运作》及其他有关法律、法规、规范性文件 及《成都天箭科技股份有限公司章程》（以下简称"公司章程"），公司设立董事 会提名委员会（以下简称"提名委员会"），并制定本工作细则。 第二条 董事会提名委员会是根据公司章程设立的专门工作机构，主要负责 对公司董事和高级管理人员的人选、选择标准和程序进行审查并提出建议。提名 委员会在董事会领导下开展工作，对董事会负责。 第二章 人员组成 第三条 提名委员会由三名董事组成，其中独立董事应当占半数以上并担任 召集人。 第四条 提名委员会成员由董事长、二分之一以上独立董 ...