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超额减持逾3万股!航宇微原董事长被警示
Shen Zhen Shang Bao· 2026-02-25 10:57
据航宇微2025年12月23日晚间公告,持有公司股份46177194股(占公司总股本比例为6.63%)的公司名 誉董事长、首席科学家颜军计划在公告公布之日起十五个交易日后的三个月内以集中竞价或大宗交易等 方式,减持公司股份不超过11540000股(占公司总股本比例为1.66%);持有公司股份9980000股(占 公司总股本比例为1.43%)的公司股东吴郁琪计划在公告公布之日起十五个交易日后三个月内以集中竞 价或大宗交易等方式,减持公司股份不超过2495000股(占公司总股本比例为0.36%)。 其中,颜军减持股份为首次公开发行前股份/公司发行股份购买资产募集配套资金获得的股份,吴郁琪 减持股份为因离婚财产分割、通过非交易过户取得的股份。回溯公告显示,颜军与前妻吴郁琪2022年解 除婚姻关系。 资料显示,珠海航宇微科技股份有限公司(曾用名为"珠海欧比特宇航科技股份有限公司")于2000年3 月在珠海特区创立,主要从事宇航电子、人工智能技术、微纳卫星星座及卫星大数据、智能测绘技术的 研制与生产。 公司名称于2023年6月变更,系经中华人民共和国商务部以商资批〔2008〕9号文批准,由加拿大籍(现 为中国籍)自然人 ...
超额减持逾3万股!航宇微原董事长颜军被警示,已无差价完成“购回”操作
Sou Hu Cai Jing· 2026-02-25 08:11
2月24日,广东证监局网站发布《关于对颜军采取出具警示函措施的决定》。因超额减持,珠海航宇微 科技股份有限公司(简称"航宇微";证券代码300053)名誉董事长、首席科学家颜军被警示。 经查,颜军作为航宇微持股5%以上股东,于2026年1月16日至23日期间,以集中竞价方式实际减持数量 为4983500股,超出已披露减持计划共计33500股,超额减持成交金额为772050元,占公司总股本的 0.0048%。 上述行为违反了《上市公司股东减持股份管理暂行办法》第五条的规定。2026年2月3日,颜军已主动购 回超额减持的33500股股票,无价差。 资料显示,珠海航宇微科技股份有限公司(曾用名为"珠海欧比特宇航科技股份有限公司")于2000年3 月在珠海特区创立,主要从事宇航电子、人工智能技术、微纳卫星星座及卫星大数据、智能测绘技术的 研制与生产。 公司名称于2023年6月变更,系经中华人民共和国商务部以商资批〔2008〕9号文批准,由加拿大籍(现 为中国籍)自然人颜军、上海联创永宣创业投资企业等7家公司共同发起设立的股份有限公司,于2010 年2月在深交所上市。经珠海市商务局备案,公司于2018年8月24日取得《 ...
航宇微:公司将结合自身技术优势和市场情况,推进相关业务发展
Zheng Quan Ri Bao· 2026-02-12 12:17
证券日报网讯 2月12日,航宇微在互动平台回答投资者提问时表示,公司将结合自身技术优势和市场情 况,推进相关业务发展。但市场竞争激烈,未来发展存在不确定性。 (文章来源:证券日报) ...
航宇微:公司持续推进改善措施,努力提升整体经营质量和盈利能力
Zheng Quan Ri Bao· 2026-02-12 11:37
证券日报网讯 2月12日,航宇微在互动平台回答投资者提问时表示,公司目前在加大研发投入夯实核心 技术优势的同时,从聚焦主业、优化成本结构、提升项目执行效率、加强应收账款管理等方面持续推进 改善措施,努力提升整体经营质量和盈利能力。 (文章来源:证券日报) ...
航宇微:关于市场传闻,请以公司在法定信息披露媒体及官网上发布的正式公告为准
Zheng Quan Ri Bao· 2026-02-12 09:12
证券日报网讯 2月12日,航宇微在互动平台回答投资者提问时表示,关于市场传闻,请以公司在法定信 息披露媒体及官网上发布的正式公告为准。公司提醒广大投资者理性判断,防范投资风险。 (文章来源:证券日报) ...
航宇微成立科技新公司,含AI及机器人业务
Qi Cha Cha· 2026-02-11 06:36
Group 1 - The core point of the article is the establishment of a new technology company by Hangyu Micro (Chengdu) Technology Co., Ltd., which focuses on AI and robotics business [1] - The registered capital of the new company is 10 million yuan, and its business scope includes integrated circuit design, AI application software development, and intelligent robot research and development [1] - Hangyu Micro (300053) holds 100% ownership of the newly established company [1] Group 2 - Related ETFs include the AI ETF (product code: 515070), which tracks the China Securities AI Theme Index [3] - The AI ETF has seen a recent decline of 1.78% over the past five days, with a price-to-earnings ratio of 65.65 times and a total fund flow of 5.2 billion shares, decreasing by 18 million shares [4] - The Robotics ETF (product code: 562500) tracks the China Securities Robotics Index and has experienced a decline of 4.12% over the past five days, with a price-to-earnings ratio of 72.02 times and a total fund flow of 23.55 billion shares, increasing by 430 million shares [5]
航宇微跌2.02%,成交额6.08亿元,主力资金净流出2665.00万元
Xin Lang Zheng Quan· 2026-02-11 06:03
Group 1 - The core viewpoint of the news is that Hangyu Micro's stock has experienced fluctuations, with a recent decline of 2.02% and a total market capitalization of 14.23 billion yuan [1] - As of February 11, the stock price is reported at 20.42 yuan per share, with a trading volume of 608 million yuan and a turnover rate of 4.48% [1] - Year-to-date, the stock has increased by 7.36%, but has seen a decline of 8.80% over the last five trading days and 7.89% over the last twenty days, while it has risen by 42.90% over the last sixty days [1] Group 2 - Hangyu Micro is primarily engaged in aerospace electronics, satellite and satellite big data, and artificial intelligence, with its main revenue sources being SIP chips (37.48%), smart security and transportation (26.74%), satellite data and applications (13.74%), geographic information and smart surveying (11.70%), AI chips and algorithms (6.86%), SOC chips (2.36%), EMBC (0.68%), and other business revenues (0.42%) [1] - As of September 30, the company reported a revenue of 203 million yuan for the first nine months of 2025, a year-on-year decrease of 0.45%, and a net profit attributable to shareholders of -72.49 million yuan, a decrease of 18.19% year-on-year [2] - The company has not distributed any dividends in the last three years, with a total payout of 87.79 million yuan since its A-share listing [3]
国防军工行业周报(2026年第6周):持续关注军工,继续推荐商业航天、大飞机等板块-20260209
Shenwan Hongyuan Securities· 2026-02-09 10:30
Investment Rating - The report maintains a positive outlook on the defense and military industry, recommending continued focus on commercial aerospace and large aircraft sectors [4][5]. Core Insights - The defense and military industry is expected to see a recovery in performance and orders, with a trend of acceleration anticipated in the second quarter of 2026. Increased military spending intentions from Europe and the US, along with potential catalysts from the upcoming Two Sessions military budget, suggest a sustained interest in the military sector [4]. - The report indicates that the military industry is entering a new cycle of quality improvement and growth, driven by the 14th Five-Year Plan and ongoing geopolitical tensions [4]. - The commercial aerospace sector is highlighted as a key area for investment, with significant developments expected in reusable spacecraft technology and a focus on nearly 30 launch missions in 2026 [4]. - The report emphasizes investment opportunities driven by domestic demand growth and technological advancements in the military sector, including areas such as smart technology, unmanned systems, and military trade [4]. Market Performance - Last week, the Shenwan Defense and Military Index rose by 0.21%, while the CSI Military Leaders Index increased by 0.6%. In contrast, the Shanghai Composite Index fell by 1.27%, and the ChiNext Index dropped by 3.28%, indicating that the defense sector outperformed the broader market indices [5][12]. - The top five performing stocks in the defense sector included Shenjian Co. (up 28.07%), Galaxy Electronics (up 21.58%), and TeFa Information (up 20.17%), while the bottom five performers included Tongyou Technology (down 18.37%) and Chunxing Precision (down 13.65%) [12][13]. Valuation Changes - The current PE-TTM for the Shenwan military sector is 95.29, indicating it is in the upper range historically, with a valuation percentile of 74.63% since January 2014 [12][21]. - The report notes a differentiation in valuations among sub-sectors, with aerospace and aviation equipment showing relatively high PE valuations since 2020 [12][21].
一图看懂 | 太空算力概念股
市值风云· 2026-02-09 10:11
Group 1 - The article highlights that the most economically beneficial application of AI is in space, as it becomes the only long-term scalable computing power carrier due to ground electricity bottlenecks [5] - The demand for computing power is experiencing exponential growth, while global electricity production, excluding China, is stagnating [5] Group 2 - Key companies involved in core computing and operational energy support include Qianzhao Optoelectronics, Shunhao Co., and Zhongke Xingtou [6] - Companies in the computing chip sector include Hangyu Micro, Guangxun Technology, and Beijing Junzheng [6] - Infrastructure and manufacturing companies mentioned are Tianyin Electromechanical, Ruantong Power, and Lingyi Zhi Manufacturing [6]
商业航天概念震荡走强 顶固集创涨停
Mei Ri Jing Ji Xin Wen· 2026-02-09 02:02
Group 1 - The commercial aerospace sector is experiencing a strong upward trend, with several companies showing significant gains [2] - Top performers include Dinggu Jichuang and Hangxiao Steel Structure, both reaching the daily limit increase [2] - Other companies such as Leike Defense, Hangyu Micro, Jiuding New Materials, Aerospace Hongtu, and Xinle Energy are also seeing positive movements in their stock prices [2]