（文章来源：证券时报网） 数据宝统计，截至14:01，航天智装成交额29.54亿元，创上市以来新高。最新股价上涨2.76%，换手率 14.63%。上一交易日该股全天成交额为21.32亿元。（数据宝） ...

Core Viewpoint - The storage chip sector in the A-share market is experiencing a collective surge, driven by supply cuts and potential price increases from major manufacturers [1] Group 1: Market Performance - Storage chip stocks have shown significant gains, with companies like Baiwei Storage rising over 14%, and others such as Zhaoyi Innovation and Chengbang Co. increasing by over 8% and 7% respectively [1] - Notable performers include Jiangbolong and Beijing Junzheng, which saw increases of over 4% [1] Group 2: Industry Developments - Major storage manufacturers, including Samsung, SK Hynix, Kioxia, and Micron, have reduced NAND flash supply in the second half of this year [1] - Samsung is in discussions with large overseas clients regarding next year's supply volume and is considering a price increase of 20% to 30% [1]

Group 1: Company Announcements - Zhejiang Dongri clarifies that it is not involved in "brain-computer interface" business [1] - Sanyuan Co. introduces seasonal product "milk candy hawthorn," which has a minimal revenue contribution [1] - Century Huatong plans to repurchase shares worth between 500 million to 1 billion [1] Group 2: Project Investments - Yongrong Co. intends to establish a subsidiary to build a 100 MW photovoltaic power station [1] - Weigao Medical plans to invest in a production base for all-cotton water-jet non-woven fabric [1] - Fuchun Environmental plans to invest in a combined heat and power project in Yicheng, Hubei [1] - Haibo Co. aims to invest in high-end components for flywheel energy storage [1] Group 3: Contract Awards - Longjian Co. wins a construction project worth 483 million [1] - Zhejiang Jiaoke is part of a consortium that aims to win a new urbanization project along the Fuchun River [1] - Dash Smart wins the intelligent project for the new Hong Kong Port inspection building [1] Group 4: Equity Transfers - Aerospace Intelligent Equipment plans to transfer 100% equity of its wholly-owned subsidiary Hangzhou Xuanyu [1] Group 5: Shareholding Changes - Aoxing Packaging's controlling shareholder plans to reduce holdings by up to 1.91% [2] - Aipeng Medical's Zhang Hong selected No. 1 intends to reduce holdings by up to 2% [2] - Ruimaite's senior executive Chen Bei plans to reduce holdings by up to 1.76% [3] - Changlian Co.'s director and general manager Xu Feng plans to reduce holdings by up to 206,520 shares [3] Group 6: Other Notable Events - Peking University Pharmaceutical's chairman and president Xu Xiren has been arrested on criminal charges [3] - Haibo Co. signs a strategic cooperation agreement with CATL, committing to procure no less than 200 GWh of electricity over the next three years [3]

Market Overview - On November 12, the trading volume of the Shanghai and Shenzhen stock markets reached 1.95 trillion yuan, a decrease of 48.6 billion yuan compared to the previous trading day [1] - Sectors that saw significant gains included insurance, pharmaceuticals, oil and gas, and brain-computer interfaces, while sectors that experienced declines included cultivated diamonds, photovoltaics, BC batteries, wind power equipment, and controllable nuclear fusion [1] Stock Performance - Notable stocks with significant gains included: - HeFu China (+10.02%, 20.09 yuan) with a focus on cross-strait medical and in vitro diagnostics, achieving 12 days of 11 consecutive gains [2] - Moen Electric (+10.04%, 13.81 yuan) related to grid equipment and production bases in Thailand, achieving 7 consecutive gains [2] - FuRi Co. (+10.02%, 9.55 yuan) involved in electrolyte additives and coating materials, achieving 5 consecutive gains [2] - Other stocks with notable performance included: - Dongbai Group (+10.05%, 60.6 yuan) and Sanmu Group (+10.05%, 6.57 yuan) with 6 days and 4 days of consecutive gains respectively [3] Trading Dynamics - The top three net buying stocks on the day were: - Aerospace Intelligent Equipment (+16.57%, 27.15 yuan) with a net buying amount of 1.84 billion yuan [5] - Chang Aluminum (+7.21%, 6.54 yuan) with a net buying amount of 1.34 billion yuan [5] - Material Xiang Co. (+19.98%, 21.14 yuan) with a net buying amount of 971.18 million yuan [5] - The top three net selling stocks were: - Hailu Heavy Industry (-9.64%, 12.47 yuan) with a net selling amount of 1.77 billion yuan [6] - Yunhan Chip City (+1.93%, 185.51 yuan) with a net selling amount of 1.25 billion yuan [6] - Te Yi Pharmaceutical (+5.09%, 13.41 yuan) with a net selling amount of 1.04 billion yuan [6] Sector Insights - Aerospace Intelligent Equipment is capitalizing on commercial aerospace opportunities, promoting ground simulation equipment and micro-systems, and expanding its commercial aerospace user base [11] - Chang Aluminum has established a complete aluminum processing industry chain, gaining recognition from major clients in the new energy battery shell and automotive heat exchange materials [14] - KeXiang Co. is focusing on storage chips and PCB technology, with significant advancements in AI server applications and 800G optical modules [18]

Group 1 - The company, Aerospace Intelligent Equipment (SZ 300455), announced a temporary board meeting on November 12, 2025, to discuss the proposal for the public transfer of 100% equity of its wholly-owned subsidiary, Aerospace Xuan Yu (Hangzhou) Intelligent Technology Co., Ltd. [1] - For the year 2024, the company's revenue composition is entirely from the manufacturing of computers, communications, and other electronic equipment, accounting for 100.0% [1] - As of the report date, the market capitalization of Aerospace Intelligent Equipment is 19.5 billion yuan [1]

航天轩宇（杭州）智能科技有限公司 审计报告及财务报表 2024 年度、2025 年 1-7 月 信会师报字[2025]第 ZG12801 号 航天轩宇（杭州）智能科技有限公司 审计报告及财务报表 （2024 年 01 月 01 日至 2025 年 07 月 31 日止） | | 目录 | 页次 | | --- | --- | --- | | 一、 | 审计报告 | 1-3 | | 二、 | 财务报表 | | | | 资产负债表 | 1-2 | | | 利润表 | 3 | | | 现金流量表 | 4 | | | 所有者权益变动表 | 5-6 | | | 财务报表附注 | 1-48 | 审计报告 信会师报字[2025]第 ZG12801 号 航天轩宇（杭州）智能科技有限公司： 一、 审计意见 我们审计了航天轩宇（杭州）智能科技有限公司（以下简称杭州 智能）财务报表，包括 2024 年 12 月 31 日、2025 年 7 月 31 日的资 产负债表，2024 年度、2025 年 1-7 月的利润表、现金流量表、所有 者权益变动表以及相关财务报表附注。 我们认为，后附的财务报表在所有重大方面按照企业会计准则的 规定 ...

关于公开挂牌转让全资子公司 航天轩宇(杭州)智能科技有限公司 100%股权的公告 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、误导性陈述或者重大遗漏。 特别提示： 证券代码：300455 证券简称：航天智装 公告编号：2025-043 北京航天神舟智能装备科技股份有限公司 1.北京航天神舟智能装备科技股份有限公司（以下简称"公司"或"航天智 装"）拟通过北京产权交易所公开挂牌转让全资子公司航天轩宇（杭州）智能科 技有限公司（以下简称"杭州轩宇"）100%股权； 2.本次交易的最终受让方通过公开挂牌方式确定，本次交易是否构成关联交 易尚存在不确定性； 3.本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组； 4.本次交易的方式为公开挂牌转让，存在挂牌期间征集不到意向受让方的风 险，后续实施存在不确定性，公司将根据交易进展情况及时履行信息披露义务。 敬请广大投资者注意投资风险。 一、交易概述 2025 年 11 月 12 日，公司召开 2025 年第二次临时董事会审议通过《关于公 开挂牌转让全资子公司航天轩宇（杭州）智能科技有限公司 100%股权的议案》， 公司根据聚焦 ...

本资产评估报告依据中国资产评估准则编制 北京航天神舟智能装备科技股份有限公司拟转让持有的 航天轩宇（杭州）智能科技有限公司股权涉及之 航天轩宇（杭州）智能科技有限公司 股东全部权益价值项目 资产评估报告 天兴评报字[2025]第 1587 号 （共 1 册，第 1 册） 北京天健兴业资产评估有限公司 PAN-CHINA ASSETS APPRAISAL CO .,LTD 二○二五年九月十六日 | 目录 | | 1 | | --- | --- | --- | | 声明 | | 2 | | 资产评估报告摘要 | 3 | | | 资产评估报告正文 | 5 | | | 二、评估目的 | | 9 | | 三、评估对象和评估范围 | | 9 | | 四、价值类型及其定义 | | 11 | | 五、评估基准日 | | 11 | | 六、评估依据 | | 11 | | 七、评估方法 | | 14 | | 八、评估程序实施过程和情况 | | 24 | | 九、评估假设 | | 26 | | 十、评估结论 | | 27 | | 十一、特别事项说明 | 29 | | | 十二、资产评估报告的使用限制说明 | | 32 | | 十三 ...

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、误导性陈述或者重大遗漏。 一、董事会会议召开情况 北京航天神舟智能装备科技股份有限公司（以下简称"公司"）2025 年第二 次临时董事会于 2025 年 11 月 12 日在公司会议室以通讯方式召开。本次会议已 于 2025 年 11 月 7 日以电话、电子邮件等方式通知全体董事。本次会议由公司董 事长李永先生主持，会议应出席董事 9 人，实际参与表决董事 9 名。公司高级管 理人员列席了会议。本次会议的召集和召开符合《中华人民共和国公司法》和《北 京航天神舟智能装备科技股份有限公司章程》的规定，合法有效。 二、董事会会议审议情况 1.审议通过《关于公开挂牌转让全资子公司航天轩宇（杭州）智能科技有限 公司 100%股权的议案》 公司根据聚焦主业战略发展规划并结合实际经营情况，通过北京产权交易所 以公开挂牌方式转让全资子公司杭州轩宇 100%股权，本次公开挂牌转让价格以 资产评估值 1,392.80 万元为底价，最终交易价格以北京产权交易所确认的实际 成交价为准。同时，董事会授权管理层按照相关规定和程序办理股权转让相关事 宜，包括但不限于 ...

Market Overview - On November 12, the Shanghai Composite Index fell by 0.07%, the Shenzhen Component Index decreased by 0.36%, and the ChiNext Index dropped by 0.39% [1] - A total of 47 stocks appeared on the "Dragon and Tiger List" due to significant price movements, with the highest net inflow of funds being 184 million yuan into Aerospace Intelligent Equipment (300455.SZ) [1][7] Stock Performance - Aerospace Intelligent Equipment saw a closing price increase of 16.57% with a turnover rate of 12.11%, and it had a net buying amount of 183.9 million yuan, accounting for 8.62% of the total trading volume [2][7] - The stock with the highest net outflow was Yijing Photovoltaic (600537.SH), which experienced a net selling of 222 million yuan, representing 11.51% of the total trading volume, and closed down by 7.81% [4][6] Institutional Activity - Among the 33 stocks on the Dragon and Tiger List, institutions were net sellers of 155 million yuan, with 12 stocks being net bought and 21 stocks being net sold [6][11] - The most significant net buying by institutions was also in Aerospace Intelligent Equipment, with a net buying amount of 174.56 million yuan [8][16] Northbound Capital Flow - Northbound funds participated in 13 stocks on the Dragon and Tiger List, with a total net outflow of 188 million yuan [11] - The stock with the highest net buying from northbound funds was Yuegui Co., Ltd. (000833.SZ), with a net inflow of 38.38 million yuan, while the highest net outflow was from Hailu Heavy Industry (002255.SZ), amounting to 114 million yuan [12][14] Summary of Key Stocks - Aerospace Intelligent Equipment: +16.57%, net buying 183.9 million yuan, turnover rate 12.11% [2][7] - Yijing Photovoltaic: -7.81%, net selling 222 million yuan, turnover rate 33.93% [4][6] - Yuegui Co., Ltd.: +10.02%, net buying 38.38 million yuan from northbound funds [12][14]