南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间6年303天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 136.9%， 任职期间最差基金回报-16.81%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月4日，航天智装跌5.06%，截至发稿，报16.15元/股，成交3.06亿元，换手率2.59%，总市值115.92亿 元。航天智装股价已经连续3天下跌，区间累计跌幅14.13%。 资料显示，北京航天神舟智能装备科技股份有限公司位于北京市海淀区中关村南三街16号院1号楼2层， 成立日期2007年9月4日，上市日期2015年5月15日，公司主营业务涉及铁路车辆运行安全检测及检修系 统、智能测试仿真系统和微系统与控制部组件、核工业及特殊环境自动化装备。主营业务收入构成为： 销售设备及测试服务等96.64%，其他(补充)3.36%。 从航天智装十大流通股东角度 数据显示，南方基金旗下1只基金位居航天智装十大流通股东。南方中证1 ...

Market Overview - The Shanghai Composite Index closed at 3813.56 points, with a decline of 1.16% [1] - The total trading volume of A-shares reached 23956.82 billion yuan [1] Technical Analysis - A total of 16 A-shares experienced a crossover where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Sichuang Medical (300078) with a distance of -0.91% - Nanmo Biology (688265) with a distance of -0.80% - Shandong Weida (002026) with a distance of -0.75% [1] Individual Stock Performance - Sichuang Medical (300078) saw a decrease of 2.81% with a trading turnover rate of 3.15% [1] - Nanmo Biology (688265) decreased by 0.16% with a turnover rate of 1.39% [1] - Shandong Weida (002026) declined by 2.93% with a turnover rate of 2.90% [1] - Qingda Environmental (688501) dropped by 3.86% with a turnover rate of 1.84% [1] - Pulit (002324) fell by 2.62% with a turnover rate of 2.03% [1] - Other notable declines include: - Meili (000815) down by 4.03% - Hezhong (002383) down by 6.95% [1]

Company Overview - Aerospace Intelligent Equipment's stock price is reported at 18.34 yuan as of August 27, 2025, with a decrease of 0.80 yuan, representing a decline of 4.18% from the previous trading day [1] - The company specializes in intelligent testing simulation systems and micro-system control components [1] Business Development - The company is actively consolidating its position in the aerospace chip market while expanding its user base in commercial aerospace and industrial control sectors [1] - In its semi-annual report, the company indicated that it has established good cooperative relationships with several major clients and is actively seeking support for the research and development of cutting-edge technology products from the national and Beijing governments [1] Market Outlook - The company anticipates a growing demand for domestically produced, high-reliability, high-performance, miniaturized, and long-lifespan chip products due to the rapid development of the aerospace industry [1] - With commercial aerospace being included in government work reports for two consecutive years, the company expects the market size of related industries to continue to grow over the next five years [1] Financial Performance - On August 27, the net outflow of main funds for Aerospace Intelligent Equipment was 73.49 million yuan, accounting for 0.57% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 153.55 million yuan, representing 1.18% of the circulating market value [1]

Group 1 - The company, Aerospace Intelligent Equipment (航天智装), has not participated in the development of the first high-speed spaceborne laser data processor [2] - The inquiry was made by an investor on an interactive platform [2] - The response was provided on August 25 [2] Group 2 - The news source is from Daily Economic News (每日经济新闻) [3]

【航天智装：子公司轩宇空间为部分卫星任务提供了高可靠芯片、部组件及仿真测试服务】智通财经8 月25日电，航天智装在互动平台表示，子公司轩宇空间为部分卫星任务提供了高可靠芯片、部组件及仿 真测试服务。 转自：智通财经 ...

格隆汇8月25日丨航天智装(300455.SZ)于投资者互动平台表示，公司的RISC-V芯片可以应用在宇航控制 计算机、综合电子及部组件等产品上。 ...

Group 1 - The core point of the article is that the company Aerospace Intelligent Equipment (航天智装) announced through its investor interaction platform that its subsidiary Xuan Yu Space has provided ground simulation testing equipment for the GW constellation [1] Group 2 - The announcement highlights the company's involvement in the space industry, specifically in providing technological support for satellite constellations [1] - The provision of ground simulation testing equipment indicates the company's capabilities in enhancing satellite operational efficiency and reliability [1] - This development may position the company favorably within the growing space technology sector, which is increasingly focused on satellite deployment and management [1]

Group 1 - The core viewpoint of the article is that the company Aerospace Intelligent Equipment (航天智装) has provided ground simulation testing equipment for the lunar lander landing and takeoff comprehensive verification test through its subsidiary Xuan Yu Space [1] Group 2 - The subsidiary Xuan Yu Space is involved in the lunar exploration project, specifically focusing on the landing and takeoff verification of lunar landers [1]

Group 1 - The company emphasizes its commitment to the national western strategy and related policies [1] - The company provides railway vehicle operation safety detection equipment and maintenance services for certain routes in the Xinjiang region [1]

Core Insights - The company reported a total revenue of 493.93 million yuan for the first half of 2025, marking a year-on-year increase of 3.77% [1][2] - The railway vehicle safety detection and maintenance business generated revenue of 112.12 million yuan, reflecting a growth of 17.02% [1] - The nuclear industry and special environment automation equipment business achieved revenue of 254.69 million yuan, with a significant year-on-year growth of 26.47% [2] Business Segments - The railway safety detection and maintenance sector has successfully secured multiple contracts by closely tracking customer needs, leading to stable growth [1] - The intelligent testing simulation systems and micro-system control components contributed 133.90 million yuan in revenue, with ongoing advancements in key projects [1] - The company is focusing on the development of lightweight and high-precision products for the nuclear industry, addressing operational challenges in special environments [2] R&D and Talent Development - R&D investment reached 39.40 million yuan in the first half of 2025, emphasizing the company's commitment to cutting-edge technology and product iteration [2] - The company has established a talent system characterized by a high percentage of employees with bachelor's degrees or above, exceeding 86% [2] - The company has been recognized in the "Top 100 Manufacturing Enterprises in Beijing" for three consecutive years, highlighting its strong market position and resilience [2] Future Outlook - The company aims to leverage opportunities in digital economy construction and enhance its core technology R&D in the railway, aerospace, and nuclear industries [3] - Plans include improving marketing systems and expanding brand influence while exploring new business areas to enhance market competitiveness [3]