格隆汇1月15日丨航天智造(300446.SZ)在投资者互动平台表示，公司业务不涉及3D打印。 （原标题：航天智造(300446.SZ)：公司业务不涉及3D打印） ...

Market Overview - The automotive parts sector experienced a decline of 1.63% on January 13, with Aerospace Intelligence leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Top Performers in Automotive Parts Sector - Wenkelan (300816) saw a significant increase of 15.02%, closing at 69.00 with a trading volume of 92,000 shares and a transaction value of 660 million [1] - Kuntai Co. (001260) rose by 9.99%, closing at 22.02 with a trading volume of 87,100 shares and a transaction value of 186 million [1] - Meihu Co. (618309) increased by 8.30%, closing at 37.70 with a trading volume of 558,600 shares and a transaction value of 2.093 billion [1] Underperformers in Automotive Parts Sector - Aerospace Intelligence (300446) dropped by 12.02%, closing at 27.00 with a trading volume of 843,500 shares and a transaction value of 2.318 billion [2] - Aerospace Science and Technology (000901) fell by 10.00%, closing at 31.50 with a trading volume of 730,100 shares and a transaction value of 2.321 billion [2] - Tianpu Co. (605255) also decreased by 10.00%, closing at 176.60 with a trading volume of 10,400 shares and a transaction value of 184 million [2] Capital Flow Analysis - The automotive parts sector experienced a net outflow of 6.473 billion from institutional investors, while retail investors saw a net inflow of 5.193 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Meihu Co. (618309) had a net inflow of 270 million from institutional investors, while retail investors experienced a net outflow of 98.51 million [3] - Zhejiang Shibao (002703) saw a net inflow of 165 million from institutional investors, with retail investors also facing a net outflow of 42.48 million [3] - North Special Technology (603009) recorded a net inflow of 126 million from institutional investors, while retail investors had a net outflow of 114 million [3]

Group 1: Market Observation - The three major indices experienced a strong upward trend, with the Shanghai Composite Index surpassing 4100 points and total trading volume exceeding 30 trillion, indicating a robust market structure [1] - The Vice Chairman of the China Securities Regulatory Commission, Chen Huaping, emphasized the need to improve the institutional environment for long-term investments and to enhance the effectiveness of regulatory enforcement [1] - As of the end of last year, various long-term funds held approximately 23 trillion yuan in A-share market value, a 36% increase from the beginning of the year, while equity fund sizes grew from 8.4 trillion yuan to around 11 trillion yuan [1] Group 2: SpaceX and Satellite Deployment - The FCC approved SpaceX's application to deploy an additional 7,500 second-generation Starlink satellites, increasing the total number of operational second-generation satellites to 15,000 [4] - SpaceX is required to launch at least 50% of the approved second-generation satellites by December 1, 2028, and complete the deployment of the remaining satellites by December 31, 2031 [4] Group 3: Chinese Satellite Industry - The Radio Innovation Institute was established in Xiong'an New Area, involving seven organizations, including China Electronics Technology Group and China Satellite Network Group, to support the development of China's satellite internet [5] - China Electronics Technology Group is deeply involved in the construction of low-orbit satellite internet constellations, covering the entire industry chain from satellite manufacturing to application services [6] - Key companies in the industry include GuoBo Electronics, which is a leading supplier of T/R components for phased array radars, and Chengchang Technology, which focuses on T/R chip design and production [11][8] Group 4: Neuralink and Market Impact - Neuralink announced plans to start large-scale production of brain-machine interface devices in 2026, which is expected to significantly reduce surgical risks and accelerate technology adoption [18] - Following this announcement, A-shares saw widespread price increases, with several stocks hitting their daily limit [18][19] Group 5: Competitive Market Dynamics - The market for brain-machine interface technology is characterized by strong news-driven volatility, with initial surges followed by differentiation among stocks [17][26] - Companies like Pulite and Sanbo Brain Science have seen significant stock performance due to their involvement in both brain-machine interface and commercial space sectors [21][28]

Core Viewpoint - The A-share market's photolithography machine sector showed strong performance on January 8, with several companies experiencing significant stock price increases [1]. Group 1: Stock Performance - Tongcheng New Material and Pulite both reached the daily limit increase of 10% [1]. - Woge Optoelectronics and Huate Gas saw increases of over 6%, while Aerospace Intelligent Manufacturing rose over 5% [1]. - Other companies such as Changqing Technology, Guofeng New Material, Antai Technology, and Jushi Chemical experienced increases of over 4%, with Nanda Optoelectronics rising over 3% [1]. Group 2: Company Data - Tongcheng New Material (603650) had a market cap of 35 billion and a year-to-date increase of 28.52% [2]. - Pulite (002324) had a market cap of 26.1 billion and a year-to-date increase of 46.47% [2]. - Woge Optoelectronics (603773) had a market cap of 8.299 billion and a year-to-date increase of 4.41% [2]. - Huate Gas (688268) had a market cap of 8.479 billion and a year-to-date increase of 22.81% [2]. - Aerospace Intelligent Manufacturing (300446) had a market cap of 23.7 billion and a year-to-date increase of 10.50% [2]. - Changqing Technology (603125) had a market cap of 7.951 billion and a year-to-date increase of 16.35% [2]. - Guofeng New Material (000859) had a market cap of 11.6 billion and a year-to-date increase of 28.16% [2]. - Antai Technology (000969) had a market cap of 24.6 billion and a year-to-date increase of 11.38% [2]. - Jushi Chemical (688669) had a market cap of 3.153 billion and a year-to-date increase of 11.83% [2]. - Chip Source Micro (688037) had a market cap of 39.9 billion and a year-to-date increase of 33.32% [2]. - Nanda Optoelectronics (300346) had a market cap of 39.5 billion and a year-to-date increase of 33.38% [2]. - Kema Technology (301611) had a market cap of 49.2 billion and a year-to-date increase of 31.52% [2].

Core Viewpoint - Aerospace Intelligence Manufacturing (航天智造) aims to become a world-class aerospace intelligent equipment manufacturing enterprise through a dual strategy of "Aerospace+" and "Intelligent Manufacturing" [1] Group 1 - The company will focus on capital operations and industrial development as a dual driving force for growth [1] - The long-term goal is to strengthen, optimize, and expand the company [1]

Group 1 - The company is currently focused on three main business areas: automotive components, oil and gas equipment, and high-performance functional materials [1] - The company is monitoring strategic emerging industries such as commercial aerospace, leveraging its technological expertise and market conditions to identify suitable market opportunities [1] - The company will promptly announce any significant events, such as further capital operations, in accordance with information disclosure requirements [1]

Core Viewpoint - The company aims to become a world-class aerospace intelligent equipment manufacturing enterprise by leveraging its core technologies and industry chain capabilities in automotive parts, oil and gas equipment, and high-performance functional materials [1] Group 1: Company Strategy - The company plans to utilize its technological and industrial advantages to strengthen its position in the market [1] - The company is actively seeking synergies within the commercial aerospace industry chain to enhance its growth [1] - The long-term goal is to progressively strengthen, optimize, and expand the company [1]

Core Viewpoint - The company, Aerospace Intelligent Manufacturing, is focused on leveraging its core technologies and industry chain capabilities in sectors such as automotive components, oil and gas equipment, and high-performance functional materials to capitalize on opportunities in the commercial aerospace industry [1] Group 1: Company Strategy - The company aims to build a world-class aerospace intelligent equipment manufacturing enterprise as a long-term goal [1] - It plans to actively seek synergies with the commercial aerospace industry chain [1] - The company emphasizes the importance of its capital operation platform in achieving its strategic objectives [1]

证券日报网讯1月5日，航天智造（300446）在互动平台回答投资者提问时表示，公司高度重视投资者关 系管理，严格按照监管规则履行信息披露义务及开展投资者关系工作。 ...

航天智造科技股份有限公司（以下简称"公司"）于 2026 年 1 月 4 日召开第五届董事会第二十二次会议，审议通过了《关 于调整公司审计部门负责人的议案》。因工作调动，原审计部门 负责人史延琪先生提出辞职。公司基于管理需要，聘任周万先 生担任公司审计部门负责人（简历详见附件），任期自本次董事 会审议通过之日起至第五届董事会任期届满之日止。 史延琪先生在担任公司审计部门负责人期间，勤勉履职，在 完善公司内部审计体系、内部控制体系以及合规管理等方面做出 了突出贡献。公司及公司董事会对此表示衷心的感谢！ 特此公告。 证券代码：300446 证券简称：航天智造 公告编号：2026-002 航天智造科技股份有限公司 关于聘任审计部门负责人的公告 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。 附件：周万先生简历 男，1973 年 6 月出生，中国国籍，无境外永久居留权，大 学本科学历，高级政工师，中共党员。历任成都天盛（集团）航 天通信网络有限责任公司经理部副部长、企业文化部副部长（主 持工作）、团委书记、监察与法律部部长、纪委副书记，四川航 天工业集团有限公司党群工 ...