以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月1日汽车零部件板块较上一交易日上涨1.23%，智慧农业领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。汽车零部件板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000981 山子高科 | | ﮯ 3.31 Z | 7.07% | -1.23 Z | -2.63% | -2.08亿 | -4.44% | | 601689 拓普集团 | | 2.28亿 | 7.53% | -5563.15万 | -1.84% | -1.72 Z | -5.69% | | 600699 均胜电子 | | 2.04亿 | 15.95% | -2130.92万 | -1.66% | -1.83 Z | -14.29% | ...

Group 1 - The core point of the news is that Aerospace Intelligent Manufacturing Co., Ltd. experienced a stock price increase of 5.19%, reaching 20.48 CNY per share, with a trading volume of 305 million CNY and a turnover rate of 4.04%, resulting in a total market capitalization of 17.314 billion CNY [1] - The company, established on February 3, 2005, and listed on April 23, 2015, is located in Longquanyi District, Chengdu, Sichuan Province, and specializes in the research, production, and sales of thermal sensitive magnetic tickets, magnetic stripes, and magnetic cards [1] - The main business revenue composition includes: 62.23% from automotive interior parts, 20.39% from automotive exterior parts, 4.50% from engine lightweight components, 4.15% from perforating tools, and smaller percentages from various other products [1] Group 2 - Among the top ten circulating shareholders of Aerospace Intelligent Manufacturing, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 25,200 shares in the third quarter, now holding 3.0897 million shares, which is 0.83% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 24.61%, ranking 1928 out of 4206 in its category, while the one-year return is 22.06%, ranking 2150 out of 4008 [2]

Investment Rating - The report initiates coverage on Aerospace Intelligence with a "Buy" rating and a target price of 26.00 RMB, based on a 20x PE valuation for 2026 [1][7]. Core Views - The company is expected to achieve growth driven by "technical barriers + policy dividends," leveraging aerospace technology transformation in oil and gas equipment and automotive smart cockpit sectors, while expanding its large-dosage drug column business for long-term stable growth [1][16]. Summary by Sections Company Overview - Aerospace Intelligence, formerly known as Lekai New Materials, underwent a major asset restructuring in 2023, acquiring 100% stakes in Aerospace Energy and Aerospace Molding, thus becoming the core listed platform of the Seventh Academy of Aerospace [2][25]. Financial Performance - The company is projected to achieve revenues of 58.60 billion RMB and 77.81 billion RMB for 2023 and 2024, respectively, with year-on-year growth rates of 20.10% and 32.78%. The net profit attributable to the parent company is expected to be 4.23 billion RMB and 7.92 billion RMB, reflecting growth rates of 61.36% and 87.02% [2][36]. Automotive Parts Business - Aerospace Molding, established in 2000, focuses on automotive interior and exterior parts, smart cockpit components, and lightweight engine parts. The company provided components for 10.95 million vehicles in 2023, accounting for 42% of national passenger car sales. The new energy vehicle segment is expected to constitute 72% of new products in 2024, surpassing industry penetration rates [3][16]. Oil and Gas Equipment Business - Aerospace Energy, founded in 2013, specializes in the research and manufacturing of perforating tools and high-end completion equipment. The company holds over 60% market share in unconventional oil and gas extraction and approximately 35% in conventional extraction. The demand for its products is expected to grow alongside the increase in domestic oil and gas production [4][17]. Market Perspective - The report highlights a discrepancy between market perceptions and the company's long-term growth potential, particularly in the automotive parts sector benefiting from electrification and intelligent transformation, and the oil and gas equipment sector supported by policy initiatives [5][19]. Profit Forecast and Valuation - The forecast for net profit attributable to the parent company for 2025-2027 is 9.48 billion RMB, 11.02 billion RMB, and 12.76 billion RMB, respectively. The report selects comparable companies with an average PE of 30x for 2026, assigning a target PE of 20x to Aerospace Intelligence [6][46].

证券日报网讯 11月28日晚间，航天智造发布公告称，公司于2025年10月27日召开第五届董事会第二十 一次会议，审议通过了《关于注销保定分公司的议案》。为进一步整合现有资源，优化组织结构，降低 管理成本，提高整体经营效益，根据实际经营情况及后续业务发展规划，董事会同意注销保定分公司。 基于上述事项，公司于近日取得保定国家高新区行政审批局出具的《登记通知书》，准予保定分公司注 销登记。截至本公告披露日，保定分公司的工商注销登记手续已办理完毕。 （文章来源：证券日报） ...

Core Viewpoint - Aerospace Intelligent Manufacturing Technology Co., Ltd. has completed the deregistration of its Baoding branch as part of a strategic resource integration initiative aimed at optimizing organizational structure and reducing management costs [1] Group 1: Company Actions - The company held its 21st meeting of the 5th Board of Directors on October 27, 2025, where the proposal to deregister the Baoding branch was approved [1] - The Board believes that the deregistration aligns with the company's actual operations and future business development plans, allowing for resource concentration on core business segments [1] - The company has received the deregistration notice from the Baoding National High-tech Zone Administrative Approval Bureau, confirming that all procedures for the branch's deregistration have been completed [1] Group 2: Impact and Analysis - The company asserts that the deregistration will not have a significant adverse impact on overall business development, as related assets and personnel have been properly managed [1] - As a company focused on the intelligent manufacturing sector, this move to deregister a non-core regional branch is seen as a key step in advancing refined management practices [1] - Market analysts suggest that this action will help the company streamline its organizational structure, reduce operational costs, and enhance management efficiency, laying a foundation for long-term development [1]

证券代码：300446 证券简称：航天智造 公告编号：2025-084 航天智造科技股份有限公司 关于保定分公司完成工商注销登记的公告 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。 特此公告。 航天智造科技股份有限公司董事会 2025 年 11 月 28 日 1 航天智造科技股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开第五届董事会第二十一次会议，审议通过了 《关于注销保定分公司的议案》。为进一步整合现有资源，优化 组织结构，降低管理成本，提高整体经营效益，根据实际经营 情况及后续业务发展规划，董事会同意注销保定分公司。 基于上述事项，公司于近日取得保定国家高新区行政审批 局出具的《登记通知书》，准予保定分公司注销登记。截至本公 告披露日，保定分公司的工商注销登记手续已办理完毕。 ...

Group 1: Financial Performance - The company achieved a revenue of CNY 6.707 billion in the first three quarters, representing a year-on-year growth of 22.01% [3] - The net profit attributable to shareholders reached CNY 651 million, with a year-on-year increase of 21.43% [3] - The automotive parts business saw a revenue growth of 25% due to the increase in sales from major clients [3] Group 2: Market Trends and Client Relationships - The automotive industry maintained growth, with passenger car sales reaching 21.246 million units, a year-on-year increase of 13.7%, and new energy vehicle sales at 1.128 million units, up 34.9% [3] - The company has established strong partnerships with major domestic automotive manufacturers and emerging players like Huawei [3] Group 3: Business Adjustments and Future Plans - The company is adjusting its military explosive materials automation upgrade project due to evolving warfare and technology, with production expected to be operational by September 30, 2026, generating an estimated annual revenue of CNY 150.027 million [4] - The oil and gas equipment sector is projected to achieve sales of CNY 546 million in 2024, with a net profit of CNY 238 million, including military product revenue of CNY 9.7446 million [4] Group 4: Technological Advancements - The company has made significant advancements in high-temperature and high-pressure perforation technology, breaking international monopolies and achieving domestic leadership [5] - The developed technologies are now applied in deep well perforation operations, setting a global record for the deepest perforation [5] Group 5: Strategic Development - The company is focusing on a "1334" development strategy aimed at becoming a world-class aerospace intelligent equipment manufacturer [4] - There are considerations for implementing equity incentives to align employee interests with company growth [6]

北京市康达律师事务所 关于航天智造科技股份有限公司 2025 年第四次临时股东会的法律意见书 北京市朝阳区建外大街丁 12 号英皇集团中心 8、9、11 层 8/9/11/F, Emperor Group Centre, No.12D, Jianwai Avenue, Chaoyang District, Beijing, 100022, P.R.China 电话/Tel.:010-50867666 传真/Fax:010-56916450 网址/Website:www.kangdalawyers.com 北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 昆明 南昌 康达股会字【2025】第 0474 号 致：航天智造科技股份有限公司 法律意见书 2．本所及本所律师依据《证券法》《律师事务所从事证券法律业务管理 办法》和《律师事务所证券法律业务执业规则（试行）》等规定及本《法律意 见书》出具日以前已经发生的或者存在的事实，严格履行了法定职责，遵循了 勤勉尽责和诚实信用原则，进行了充分的核查验证，保证本《法律意见书》所 认 ...

航天智造科技股份有限公司 2025 年第四次临时股东会决议公告 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。 特别提示： 证券代码：300446 证券简称：航天智造 公告编号：2025-082 1. 本次股东会未出现否决议案的情形。 2. 本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开情况 1. 会议召开时间： （1）现场会议召开时间为：2025年11月14日下午14:30，会 议以现场和网络视频相结合的方式召开。 （2）网络投票时间：2025年11月14日 其中，通过深圳证券交易所交易系统进行网络投票的时间为 2025年11月14日上午9:15-9:25，9:30-11:30，下午13:00-15:00；通 过深圳证券交易所互联网系统投票的具体时间为2025年11月14 日9:15 -15:00。 2. 现场会议召开地点：四川省成都经济技术开发区（龙泉 驿区）航天北路118号，公司成都分公司会议室。 3. 会议方式：本次股东会采取现场投票和网络投票相结合 的方式。 4. 会议召集人：公司董事会。 5. 会议主持人：公司董事长罗传光先生。 会议的 ...

Core Viewpoint - Aerospace Intelligent Manufacturing announced the acquisition of 43 patent certificates from the intellectual property management agency, which includes 7 invention patents, 33 utility model patents, and 3 design patents [2] Group 1 - The company has recently obtained a total of 43 patent certificates [2] - The patents consist of 7 invention patents, 33 utility model patents, and 3 design patents [2]