转自：证券时报 人民财讯12月18日电，12月18日早盘，商业航天概念股天银机电高开高走，并于10时左右封 住"20cm"的涨停板，最新股价30.2元/股，创下历史新高。今年前三季度，公司实现净利润0.24亿元，同 比下滑56.1%。 | | 天银机电 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 300342 费 LT 深般通 | | | | | | | 30.20 | la | | 30.20 | 市值 128.36亿 | 量比 | 2.64 24.51% | | | 保 | | 25.52 | 流通 126.48亿 | 换 | | | 5.03 19.98% | | | 25.52 | 市盈™ 216.11 | 额 | 29.19亿 | | 相关ETF (2 | 航空ETF基金 2.45% 含天银机电 2.6% > | | | | | | | | 股东大会:2025-12-18召开股东大会 | | | | | | | 分时 | 日K | 周K | 月K | 五日 | 更多 v | | | 均线 | 日线 M5:26.23 M10: ...

Group 1: Company Performance - KaiMet Gas (002549) has a market capitalization of 15.458 billion with a recent trading price of 22.23, reflecting a 10.00% increase [1] - Aopu Optoelectronics (002338) has a market capitalization of 13.728 billion, with a trading price of 57.20, also showing a 10.00% increase [2] - The average trading price for Aopu Optoelectronics is reported at 57.17, indicating a strong performance in the market [2] Group 2: Market Trends - The retail sector has seen a significant surge, with Central Mall hitting the limit up, and other companies like Baida Group, Dongbai Group, and Yonghui Supermarket also experiencing gains [2] - The commercial aerospace sector is highlighted with stocks like Tianyin Electromechanical and Tianli Composite showing substantial increases of 15.81% and 12.25% respectively [5] - The overall market is experiencing a rotation of hotspots, with a focus on capturing signals of sector movements and monitoring main capital flows [6]

Core Viewpoint - Tianyin Electromechanical (300342.SZ) experienced a 6.5% decline, closing at 25.17 yuan, with a market capitalization of 10.7 billion yuan following a share reduction announcement by its controlling shareholder [1] Group 1 - The controlling shareholder, Lanhai Ruixing, notified the company about a share reduction that occurred on December 15, 2025 [1] - Lanhai Ruixing reduced its holdings by a total of 3.622970 million shares, which represents 0.85% of the company's total shares [1] - Following this reduction, the combined shareholding of Lanhai Ruixing and its concerted party, Guangdong Nanhai Industrial Group Co., Ltd., decreased from 26.8% to 25.95% [1]

Group 1 - The core viewpoint of the article is that Tianyin Electromechanical's subsidiary, Tianyin Interstellar, specializes in the research and production of star sensors and is involved in key domestic aerospace projects such as the Qianfan Constellation [2] - Tianyin Interstellar's star sensor products have been applied in all satellites launched under the Qianfan Constellation project [2]

Group 1 - The company Tianyin Electromechanical (300342) has indicated that its subsidiary Tianyin Xingji's Xingmin products, along with the low-orbit internet satellite signal ground processing equipment from its subsidiary Shanghai Xunxi Technology, can be applied to aerospace-related businesses [1]

Core Viewpoint - Tianyin Electromechanical has successfully applied its Tianyin Star Interstellar Star Sensor in various satellite constellations, indicating strong market presence and technological capability in the aerospace sector [2] Group 1: Applications - The Tianyin Star Interstellar Star Sensor is widely used in remote sensing satellite constellations, meteorological satellite constellations, laser communication satellite constellations, Internet of Things satellite constellations, deep space exploration satellites, scientific experimental satellites, and return-type satellites [2] - The company is also involved in key domestic aerospace projects such as the Qianfan Constellation, which focuses on low-orbit internet satellite networking [2]

Core Viewpoint - Tianyin Electromechanical's subsidiary, Tianyin Interstellar, is set to produce 2,000 star sensors annually, with the potential to increase production based on customer demand, meeting the high-performance, high-reliability, high-volume, and fast-delivery requirements of satellite manufacturers [2] Group 1 - The annual production capacity of star sensors by Tianyin Interstellar is projected to reach 2,000 units [2] - The company can further enhance production capacity according to customer needs [2] - The star sensors are designed to meet the stringent requirements of satellite factories for high performance and reliability [2]

Group 1 - The core viewpoint of the article highlights that Tianyin Electromechanical's subsidiary, Tianyin Interstellar, is a key supplier in the domestic commercial satellite market, actively participating in the commercial aerospace industry [1] - Tianyin Interstellar leverages over 20 years of space technology accumulation from Tsinghua University to produce star sensors, which are critical components for navigation systems in spacecraft and aircraft [1] - The company has developed various specialized equipment, including star simulators, solar simulators, observation turntables, and attitude controllers, as well as nano-satellites and their complete physical ground experimental systems [1] Group 2 - The star sensor produced by Tianyin Interstellar provides high-precision measurement data for attitude control and astronomical navigation, primarily used in satellites, drones, and airships [1] - The company holds a competitive advantage in the domestic commercial satellite market, particularly in providing precise attitude control and network support for satellite constellations that contribute to space computing capabilities [1]

格隆汇12月16日丨天银机电(300342.SZ)公布，公司于今日收到控股股东澜海瑞兴出具的《关于股份减 持触及1%整数倍的告知函》，澜海瑞兴于2025年12月15日通过集中竞价方式减持其持有公司的无限售 流通股334.9970万股，通过大宗交易方式减持其持有公司的无限售流通股27.30万股，合计减持公司股份 362.2970万股，占比0.85%，导致澜海瑞兴及其一致行动人广东南海产业集团有限公司（简称"南海产业 集团"）累计持有公司股份比例由26.8%变动为25.95%，本次减持持股比例触及1%的整数倍。 ...

天银机电公告，公司控股股东澜海瑞兴于2025年12月15日通过集中竞价和大宗交易方式合计减持公司股 份362.30万股，占公司总股本的0.85%。此次减持导致澜海瑞兴及其一致行动人南海产业集团累计持股 比例由26.8%下降至25.95%。本次减持计划在此前已披露的范围内，未导致公司控股股东及实际控制人 变更，不影响公司的治理结构和持续经营。 ...