证券日报网讯 2月26日，天和防务在互动平台回答投资者提问时表示，截至2026年2月13日，天和防务 股东总户数为56774户。 （文章来源：证券日报） ...

证券日报网讯2月12日，天和防务（300397）在互动平台回答投资者提问时表示，公司最新股东户数已 发布至互动易平台"公司声音"，截至2026年2月10日，天和防务股东总户数为56458户。 ...

Group 1 - The core viewpoint of the article is that Tianhe Defense (300397.SZ) exports military products through military trade companies in accordance with national military trade policies [1] Group 2 - The company emphasizes compliance with national military trade policies for its export activities [1]

证券日报网2月4日讯 ，天和防务在接受调研者提问时表示，公司核心产品"便携式防空导弹情报指挥系 统"已列装部队，产品在细分领域得到了广泛的认可，能够为便携式防空导弹提供空情情报、作战指 挥、火力控制、敌我识别，使便携式防空导弹具备信息化协同作战能力，其主要作战对象为直升机、歼 击机和低小慢无人机等，主要由雷达单元、作战指挥单元、敌我识别系统、引导瞄准装置以及通信系统 和车载平台等组成。 （文章来源：证券日报） ...

Core Viewpoint - Tianhe Defense positions itself as a high-end AUV (Autonomous Underwater Vehicle) supplier through its subsidiary Tianhe Haifang, emphasizing its industrial capabilities and experience in national projects [2] Group 1: Product Advantages - The company has transformed previously high-cost research equipment into industrialized products, significantly reducing production costs and enabling mass supply [2] - Tianhe Defense has experience in undertaking national projects, specifically as a leading unit in the National 863 Program, collaborating with universities and holding relevant intellectual property in the field [2] - The AUV product line from Tianhe Haifang covers various specifications, catering to multiple mission requirements such as reconnaissance and detection, showcasing core competitiveness in system integration and specific task payloads [2]

Group 1 - The core viewpoint of the article highlights that Tianhe Defense's wholly-owned subsidiary, Tianwei Electronics, has signed a second batch contract for the upgrade of a portable air defense missile intelligence command system, with a contract value of approximately 260 million RMB [2] - The project has passed status identification review, and the first batch procurement contract has been accepted by the military, leading to product delivery [2] - The second batch contract is being executed according to the military's schedule [2]

Group 1: Company Overview and Activities - Xi'an Tianhe Defense Technology Co., Ltd. conducted an investor relations activity on February 3, 2026, involving a site visit and product introduction [1][2]. - The event included representatives from various investment firms, such as China Merchants Securities and Zhengyuan Investment [2]. Group 2: Product Development and Contracts - The company’s subsidiary, Tianwei Electronics, signed a second batch contract for the "Portable Air Defense Missile Intelligence Command System Upgrade" project, with a contract value of approximately 260 million RMB [3]. - The first batch of procurement contracts has passed military acceptance and product delivery, while the second batch is being executed according to military plans [3]. Group 3: Core Product Features - The "Portable Air Defense Missile Intelligence Command System" is recognized for its capabilities in providing air situation intelligence, operational command, fire control, and friend-or-foe identification [3]. - The system is designed to engage targets such as helicopters, fighter jets, and low-altitude drones, comprising radar units, command units, identification systems, guidance devices, and communication systems [3]. Group 4: Future Funding and Market Position - The company plans to raise funds through a private placement in 2024, with the net proceeds intended to supplement working capital for core business development [3]. - The funding process is currently under review by the Shenzhen Stock Exchange, with the first round of inquiries already responded to [3]. Group 5: AUV Market Strategy - The company’s subsidiary, Tianhe Haifang, positions itself as a high-end AUV (Autonomous Underwater Vehicle) supplier, focusing on industrialization to reduce production costs and enable mass supply [4]. - The company has experience in national projects and deep collaborations with universities, holding relevant intellectual property in the AUV field [4]. - There is a strategic consideration to develop AUVs compatible with torpedo launchers, which could enhance fleet operational safety and situational awareness [4].

（文章来源：证券日报） 证券日报网讯 2月2日，天和防务在互动平台回答投资者提问时表示，截至2026年1月30日，天和防务股 东总户数为56207户。 ...

Financial Performance Expectations - The company expects a net profit in the range of -12,000 to -9,000 thousand yuan for the fiscal year 2025, compared to -10,536.87 thousand yuan in the previous year[4] - The net profit after deducting non-recurring gains and losses is projected to be between -12,530 and -9,530 thousand yuan, down from -10,885.11 thousand yuan year-on-year[4] - The company anticipates that non-recurring gains and losses will positively impact the net profit attributable to shareholders by approximately 5,300 thousand yuan[5] Business Segments and Growth - The military products segment has seen revenue growth due to the successful delivery of the first batch of the "portable air defense missile intelligence command system upgrade" project[5] - Future performance improvement is expected due to the gradual delivery of contracts and growth in national defense budgets, alongside opportunities from emerging industries like digital economy and low-altitude economy[5] Strategic Focus and Competition - The company is focusing on enhancing core business areas and increasing R&D investment in key technologies, which has impacted current performance but is expected to yield future benefits[5] - The company is experiencing increased competition in the domestic 5G RF industry but is enhancing product performance and expanding market reach[5] - The company remains committed to innovation-driven and market-oriented development principles to enhance core competitiveness and sustainable growth[4] Financial Reporting and Transparency - The company has communicated with its auditing firm regarding the preliminary financial data, and there are no discrepancies noted[3] - The detailed financial data will be disclosed in the 2025 annual report, urging investors to make cautious decisions[6]

通用航空ETF（159378）基金经理为张璐、刘庭宇。 截至发稿，张璐累计任职时间6年174天，现任基金资产总规模229.21亿元，任职期间最佳基金回报 177.09%， 任职期间最差基金回报-60.31%。 刘庭宇累计任职时间2年161天，现任基金资产总规模213.54亿元，任职期间最佳基金回报132.11%， 任 职期间最差基金回报-1.66%。 1月20日，天和防务跌5.02%，截至发稿，报13.99元/股，成交3.03亿元，换手率5.22%，总市值72.42亿 元。 资料显示，西安天和防务技术股份有限公司位于陕西省西安市高新区西部大道158号，成立日期2004年5 月8日，上市日期2014年9月10日，公司主营业务涉及以连续波雷达技术和光电探测技术为核心的侦察、 指挥、控制系统的研发、生产、销售及技术贸易。主营业务收入构成为：电子材料与元器件制造业 88.06%，军工装备制造业12.17%，技术开发、数据服务及其他4.26%，其他电子设备制造业1.63%，其 他(补充)0.92%，民品贸易0.07%。 从天和防务十大流通股东角度 数据显示，永赢基金旗下1只基金位居天和防务十大流通股东。通用航空ETF（ ...