陕西中天火箭技术股份有限公司关于对外投资进展 暨控股子公司取得营业执照的公告 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、对外投资概述 陕西中天火箭技术股份有限公司（以下简称"公司"）于 2025 年 12 月 8 日召开了第四届董事会第二十七次会议，审议通过了《关于投资设立控股子公司 暨关联交易的议案》，同意公司与航天彩虹无人机股份有限公司合资设立新疆中 天火箭人工影响天气技术有限责任公司（以下简称"新疆中天火箭公司"），具 体 内 容 详 见 公 司 披 露 于 《 证 券 时 报 》 《 中 国 证 券 报 》 及 巨 潮 资 讯 网 （www.cninfo.com.cn）上的《陕西中天火箭技术股份有限公司关于投资设立控 股子公司暨关联交易的公告》（公告编号 2025-075）。 二、对外投资进展 近日，新疆中天火箭公司取得乌鲁木齐市高新技术产业开发区(新市区)市场 监督管理局颁发的《营业执照》，完成了工商注册登记手续，具体登记信息如下： 名称：新疆中天火箭人工影响天气技术有限责任公司 | 证券代码：003009 | 证券简称：中天火箭 | 公告 ...

Core Insights - The aerospace equipment sector experienced a significant increase of 10.02% on January 12, with leading stock LiGong Navigation rising by 20% [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Stock Performance - LiGong Navigation (688282) closed at 94.20, with a rise of 20.00% and a trading volume of 39,700 shares, amounting to 359 million yuan [1] - Aerospace Huayu (688523) saw a closing price of 90.76, increasing by 13.99% with a trading volume of 221,600 shares, totaling 1.926 billion yuan [1] - China Aerospace (600118) closed at 116.66, up 10.00%, with a trading volume of 696,200 shares, amounting to 798.5 million yuan [1] - China Satellite Communications (601698) also rose by 10.00%, closing at 53.88 with a trading volume of 2.6295 million shares, totaling 1.3823 billion yuan [1] - Aerospace Electronics (600879) closed at 31.56, up 10.00%, with a trading volume of 4.0376 million shares, totaling 1.2568 billion yuan [1] - Other notable performances include Zhongtian Rocket (003009) at 98.70 (+7.93%) and Xingwang Yuda (002829) at 34.71 (+6.96%) [1] Capital Flow - The aerospace equipment sector saw a net inflow of 313 million yuan from institutional investors, while retail investors contributed a net inflow of 142 million yuan [1] - However, there was a net outflow of 455 million yuan from speculative funds [1] Detailed Capital Flow by Stock - China Aerospace (600118) had a net inflow of 1.435 billion yuan from institutional investors, but a net outflow of 799 million yuan from speculative funds [2] - Newyu Guoke (300722) experienced a net inflow of 65.56 million yuan from institutional investors, while retail investors had a net outflow of 66.35 million yuan [2] - Zhongtian Rocket (003009) saw a net inflow of 31.60 million yuan from institutional investors, with a net outflow of 41.60 million yuan from speculative funds [2] - LiGong Navigation (688282) had a net inflow of 12.76 million yuan from institutional investors, but a net outflow of 23.56 million yuan from speculative funds [2] - Aerospace Huayu (688523) faced a net outflow of 81.56 million yuan from institutional investors, while speculative funds had a net inflow of 63.76 million yuan [2] - China Satellite Communications (601698) had a significant net outflow of 505 million yuan from institutional investors, with a net inflow of 251 million yuan from speculative funds [2] - Aerospace Electronics (600879) experienced a net outflow of 626 million yuan from institutional investors, while retail investors had a net inflow of 523 million yuan [2]

(本文来自第一财经) 商业航天概念反复活跃，通宇通讯4天3板，巨力索具、杭萧钢构3连板，中国卫星、金风科技、泰胜风 能、中天火箭等股跟涨。 商业航天概念反复活跃，通宇通讯4天3板，巨力索具、杭萧钢构3连板，中国卫星、金风科技、泰胜风 能、中天火箭等股跟涨。 (本文来自第一财经) ...

| 证券代码：003009 | 证券简称：中天火箭 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：127071 | 债券简称：天箭转债 | | 陕西中天火箭技术股份有限公司 关于变更持续督导保荐代表人的公告 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。 田加力先生，于 2020 年取得保荐代表人资格，曾经担任上海泰胜风能装备 股份有限公司向特定对象发行 A 股股票项目保荐代表人、联泓新材料科技股份有 限公司主板首次公开发行 A 股股票项目协办人、航天智造科技股份有限公司重大 资产重组项目财务顾问主办人，参与北京华峰测控技术股份有限公司科创板首次 公开发行 A 股股票等项目，拥有多个保荐类业务项目经验，在保荐业务执业过程 中严格遵守《证券发行上市保荐业务管理办法》等相关规定，执业记录良好。 朱宏印先生因工作职责调整，不再继续负责公司的持续督导保荐工作。为更好地 开展后续的持续督导工作，中金公司委派保荐代表人田加力先生接替朱宏印先生负责 公司公开发行可转换公司债券项目的持续督导工作，继续履行持续督导职责。本次变 更后， ...

Core Viewpoint - The aerospace equipment sector experienced a significant increase of 7.68% on January 9, with leading stocks such as Ligong Navigation showing notable gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4120.43, up by 0.92%, while the Shenzhen Component Index closed at 14120.15, up by 1.15% [1] - Ligong Navigation led the gains in the aerospace equipment sector with a closing price of 78.50, reflecting a rise of 12.14% [1] - Aerospace Electronics and China Wonton also showed strong performance, with increases of 10.01% and 9.99%, respectively [1] Group 2: Trading Volume and Value - Ligong Navigation had a trading volume of 46,100 shares and a transaction value of 362 million yuan [1] - Aerospace Electronics recorded a trading volume of 6.3859 million shares with a transaction value of 17.983 billion yuan [1] - China Wonton had a trading volume of 2.7655 million shares and a transaction value of 13.076 billion yuan [1] Group 3: Fund Flow Analysis - The aerospace equipment sector saw a net outflow of 535 million yuan from institutional investors and 210 million yuan from retail investors, while individual investors contributed a net inflow of 745 million yuan [1] - The fund flow data indicates that while institutional and speculative funds withdrew, retail investors were actively buying into the sector [1] Group 4: Individual Stock Fund Flow - China Wonton had a net inflow of 394 million yuan from institutional investors, while it faced a net outflow of 25.3 million yuan from speculative funds [2] - Ligong Navigation experienced a slight net outflow of 3.27 million yuan from institutional investors, but had a net inflow of 10.75 million yuan from retail investors [2] - Aerospace Electronics saw a significant net outflow of 671 million yuan from institutional investors, while retail investors contributed a net inflow of 737 million yuan [2]

Core Viewpoint - The aerospace equipment sector experienced a significant increase of 3.34% on January 8, with Aerospace Electronics leading the gains, while the overall Shanghai Composite Index fell by 0.07% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4082.98, down 0.07% [1] - The Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Aerospace Electronics stock rose by 10.00%, closing at 26.08 [1] - Other notable performers included Aerospace Huanyu, which increased by 7.95%, and Xinyu Guoke, which rose by 3.71% [1] Group 2: Trading Volume and Capital Flow - The aerospace equipment sector saw a net inflow of 1.007 billion yuan from main funds, while retail investors experienced a net outflow of 116 million yuan [1] - The trading volume for Aerospace Electronics was 3.93 million shares, with a transaction value of 990 million yuan [1] - The total transaction value for the sector was significant, with individual stocks like Zhongguo Weitong reaching 13.198 billion yuan in transaction value [1] Group 3: Individual Stock Performance - Aerospace Electronics had a main fund net inflow of 1.624 billion yuan, representing 16.40% of its trading volume [2] - Zhongguo Weitong saw a net outflow of 746 million yuan from main funds, with a retail net inflow of 62.5 million yuan [2] - Xinyu Guoke had a main fund net inflow of 31.2296 million yuan, while retail investors experienced a net outflow of 21.4966 million yuan [2]

Important Matters - Pritchard has achieved a significant breakthrough in LCP film technology, being the only company in China to do so, and is collaborating with overseas clients for applications in brain-computer interfaces [1] - Zhongtian Rocket's small guided rocket products primarily serve military trade, with product gross margins fluctuating between 35% and 40% [1] - CIMC's subsidiary is providing liquid oxygen storage tanks and other equipment in the commercial aerospace sector, with expected revenue and orders exceeding 100 million yuan by 2025 [1] - Gaode Infrared is supplying infrared detector cores for commercial aerospace and satellite applications [1] - Zhongfu Shenying's M55J-grade carbon fiber is undergoing application verification in satellite structural components [1] Investment and Operations - Dazhong Mining plans to invest 3.688 billion yuan in a 20 million tons per year lithium mining and selection project [1] - Zhongkuang Resources has commenced trial production for a high-purity lithium salt project with an annual output of 30,000 tons [1] - Cuiwei Co., Ltd. has indirectly invested 150 million yuan in Super Fusion through its subsidiary fund [1] - Huagong Technology has launched a self-developed silicon photonic chip for 1.6T optical modules [1] - Gaomei Co., Ltd. has formed small batch orders for composite tungsten wire tendon ropes [1] - Xinlitai's innovative drug SAL0145 injection has had its clinical trial application accepted [1] - Hengrui Medicine's innovative drug Rilaforpu α injection has been approved for market launch, with no similar products approved domestically or internationally [1] - Yifan Pharmaceutical's wholly-owned subsidiary has received a registration acceptance notice for Yihuang Decoction granules, with no similar products from the same prescription available domestically [1] Partnerships and Collaborations - Taisheng Wind Power has formed strategic partnerships with multiple arrow manufacturers [2] - Guangqi Technology's subsidiary has signed batch production contracts totaling 264 million yuan for metamaterials with four clients [2] - Lingyi Intelligent Manufacturing has reached a strategic cooperation agreement with Qiangnao Technology [2] Performance - Zhongke Lanyun expects a net profit increase of 367%-377% year-on-year in 2025, driven by significant fair value changes from investments in Moer Thread and Muxi Co., Ltd. [2] - Kangchen Pharmaceutical anticipates a net profit increase of 243%-315% year-on-year in 2025 [2] - Chuanjinno expects a net profit increase of 144%-173% year-on-year in 2025 [2] - Beifang Navigation forecasts a net profit increase of 86.32%-137.14% year-on-year in 2025 [2]

Group 1 - The company conducted a specific object research meeting on January 5, 2026, with participation from institutions such as Xinhua Asset and Zhongyou Asset Management, where company executives engaged with investors [1] Group 2 - The company is focusing on small guided rockets with a series-based and multi-platform approach, achieving a gross margin of 35%-40% for military trade products [2] Group 3 - The rain enhancement and hail suppression business holds over 50% market share, with stable annual funding from government departments, while the gross margin fluctuates due to varying product structures [3] Group 4 - The subsidiary, Chaoma Technology, reported a single entity loss by Q3 2025, with the full-year performance pending further disclosure in the regular report [4] Group 5 - The company confirmed that its thermal field material equipment can be utilized for throat liner production, meeting the production demands for related products [5]

Core Viewpoint - The company is focusing on the development of small guided rockets with a strategy centered around "series production and multi-platform" to meet diverse customer needs [1] Group 1: Product Development - The company has developed multiple variants of small guided rockets, including armor-piercing and enhanced types, based on the basic model to cater to different customer requirements [1] - The primary products of the company are military trade products, with pricing determined through negotiation [1] Group 2: Financial Performance - The gross profit margin for the company's small guided rocket products fluctuates between 35% and 40% [1] Group 3: Client Engagement - The company has provided ablative components to commercial aerospace clients such as Xinghe Power and Lingkong Tianxing [1]

Core Viewpoint - The company, Zhongtian Rocket, is focusing on the development of small guided rockets with a strategy centered on "serialization and multi-platform" to meet diverse customer needs [1] Product Development - The company has developed multiple variants of its small guided rockets, including armor-piercing and enhanced types, based on the basic model to cater to different customer requirements [1] - The primary products are military trade items, with pricing determined through negotiation [1] Financial Performance - The gross profit margin for the company's small guided rocket products fluctuates between 35% and 40% [1] Client Engagement - Zhongtian Rocket has provided ablative components to commercial aerospace clients such as Xinghe Power and Lingkong Tianxing [1]