一、股票交易异常波动的具体情况 北京航天神舟智能装备科技股份有限公司（以下简称"公司"）股票于 2025 年 10 月 24 日、2025 年 10 月 27 日、2025 年 10 月 28 日连续三个交易日内日收 盘价格涨幅偏离值累计超过 30%，根据深圳证券交易所的有关规定，属于股票交 易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票异常波动情况，公司董事会对相关事项进行了核实，并且通过 函询方式向公司控股股东及实际控制人就相关问题进行了核实，现将相关情况说 明如下： 证券代码：300455 证券简称：航天智装 公告编号：2025-040 北京航天神舟智能装备科技股份有限公司 股票交易异常波动公告 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。 1．公司前期披露的信息不存在需要更正、补充之处； 2．公司未发现近期公共传媒报道了与公司相关且市场关注度较高的信息； 3．目前公司经营情况及内外部经营环境未发生或预计将要发生重大变化； 4．公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5．公司 ...

证券之星消息，10月28日计算机设备板块较上一交易日下跌0.89%，佳缘科技领跌。当日上证指数报收于 3988.22，下跌0.22%。深证成指报收于13430.1，下跌0.44%。计算机设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002512 | 达华智能 | 5.40 | 9.98% | 202.87万 | 10.75亿 | | 300771 | 智莱科技 | 13.91 | 6.59% | 36.23万 | 5.10亿 | | 300455 | 航天智装 | 22.48 | 5.69% | 94.65万 | 21.16亿 | | 002528 | ST英飞拓 | 3.20 | 4.92% | 14.16万 | 4497.72万 | | 920976 | 视声智能 | 26.57 | 4.69% | 3.13万 | 8412.22万 | | 300479 | 神恩电子 | 20.07 | 2.98% | 11.38万 | 2.29亿 | | 300941 | 创识 ...

Core Viewpoint - The market experienced a significant upward movement, with the ChiNext Index rising over 1% and the Shanghai Composite Index surpassing the 4000-point mark, reaching a ten-year high [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.35 trillion yuan, a decrease of 215.6 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index closed up 0.21%, the Shenzhen Component Index rose by 0.52%, and the ChiNext Index increased by 1.35% [1] Sector Highlights - The market saw rapid rotation of hotspots, particularly in sectors such as Fujian, nuclear power, and commercial aerospace [1] - The Fujian sector was notably strong, with Pingtan Development achieving a significant increase, hitting the limit up for eight consecutive days and six boards [1] - The nuclear power sector was active, with Dongfang Tantalum Industry achieving three boards in four days and Antai Technology securing two consecutive boards [1] - The commercial aerospace sector continued its strong performance, with Aerospace Zhizhuang reaching a historical high [1] - The computing hardware concept remained active, with Zhongji Xuchuang again setting a historical high [1] Declining Sectors - The coal sector showed weakness, with Dayou Energy hitting the limit down [1] - Sectors such as coal and precious metals experienced the largest declines, while Fujian, superconductors, and quantum technology sectors saw the highest gains [1]

Core Viewpoint - The commercial aerospace sector experienced a rebound after a dip, with significant gains in several companies, indicating a positive market sentiment towards the industry [1] Company Performance - Aerospace Intelligent Equipment saw a rise of over 10%, reaching a new historical high [1] - Aerospace Development hit the daily limit increase, reflecting strong investor interest [1] - Companies such as Superjet Co., Aerospace Science and Technology, Aerospace Huanyu, and Guoke Military Industry also reported notable gains [1]

Core Viewpoint - Aerospace Intelligent Equipment has shown significant stock price appreciation, with a year-to-date increase of 68.02% and a recent surge of 26.31% over the past five trading days [2] Group 1: Stock Performance - As of October 28, the stock price of Aerospace Intelligent Equipment rose by 2.26% to 21.75 CNY per share, with a trading volume of 4.23 billion CNY and a turnover rate of 2.83%, resulting in a total market capitalization of 156.11 billion CNY [1] - The stock has experienced a 68.02% increase year-to-date, with notable gains of 26.31% over the last five trading days, 27.34% over the last 20 days, and 51.46% over the last 60 days [2] Group 2: Financial Performance - For the period from January to September 2025, Aerospace Intelligent Equipment reported a revenue of 696 million CNY, reflecting a year-on-year decrease of 2.62%, while the net profit attributable to shareholders was -158 million CNY, a significant decline of 674.05% [3] Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders increased to 40,400, up by 5.99%, while the average number of circulating shares per person decreased by 5.65% to 17,525 shares [3] - The company has distributed a total of 212 million CNY in dividends since its A-share listing, with cumulative distributions of 32.30 million CNY over the past three years [4] - Among the top ten circulating shareholders, E Fund's National Robot Industry ETF holds 11.42 million shares, marking a new entry, while Hong Kong Central Clearing Limited and Guotai Junan's Military Industry ETF have reduced their holdings [4]

Market Overview - As of October 27, the Shanghai Composite Index closed at 3996.94 points, with an increase of 1.18% [1] - The Shenzhen Component Index closed at 13489.40 points, up by 1.51% [1] - The ChiNext Index closed at 3234.45 points, rising by 1.98% [1] Trading Activity - A total of 2530 stocks saw an increase in average transaction volume, with 78 stocks experiencing a growth of over 50% [1] - 2034 stocks reported a decrease in average transaction volume [1] - Notable stocks with significant increases in transaction volume include Xinri Co., Haomai Technology, and Changbao Co. [1] Individual Stock Performance - Xinri Co. reported a daily increase of 10.02% with an average transaction volume of 1456 shares, showing a 253.73% increase [1] - Haomai Technology increased by 10.01% with an average transaction volume of 784 shares, reflecting a 206.77% increase [1] - Changbao Co. rose by 9.95% with an average transaction volume of 2716 shares, marking a 197.17% increase [1] - Tianyi Medical saw a significant increase of 20.00% with an average transaction volume of 575 shares, up by 153.85% [1] Active Stocks by Transaction Count - Geer Software had a notable increase in transaction count, rising by 3312.09% with 106,389 transactions [2] - Huajian Group experienced a decrease of 9.99% but had a transaction count increase of 1338.50% with 220,091 transactions [2] - Shanghai Port Bay reported a 1.59% increase with 41,109 transactions, reflecting a 723.50% increase [2] Summary of Notable Stocks - Tianyi Medical, Wanlang Magnetic Plastic, and Jialan Technology all reported significant increases in both transaction volume and count, indicating heightened trading activity [1][2] - Stocks like Xinyuan Co. and Juzhu Co. also showed substantial increases in transaction metrics, suggesting potential investment interest [1][2]

Group 1 - Aerospace Intelligence's announcement regarding a research meeting with Huaxi Securities on October 24, 2025, where the company's Deputy General Manager and Board Secretary, Cao Changhui, addressed investor inquiries [1] - For the year 2024, Aerospace Intelligence'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, Aerospace Intelligence has a market capitalization of 15.3 billion yuan [1]

Group 1: Company Overview and Industry Focus - The company specializes in the intelligent equipment sector, focusing on three main industries: rail transportation, aerospace, and nuclear industry [3] - It has established three business segments: safety detection and maintenance systems for railway vehicles, intelligent testing and simulation systems, and automation equipment for the nuclear industry [3] Group 2: Market Opportunities and Strategies - The company is actively seizing opportunities in the commercial aerospace sector, enhancing its promotion of ground simulation equipment and microprocessor chips [3] - Future efforts will focus on increasing product competitiveness and expanding market reach to achieve strong operational performance [3] Group 3: Efficiency and Cost Management - The company aims to balance resources and implement a closed-loop management mechanism for cost reduction and efficiency improvement [4] - It will enhance market development capabilities and increase order reserves by focusing on customer needs and the development direction of its three business segments [4] Group 4: Shareholder Value and Market Management - The company has developed a three-year shareholder dividend return plan (2024-2026) to establish a stable dividend decision-making and supervision mechanism [5] - It aims to encourage long-term and rational investment concepts among investors [5] Group 5: Profit Growth and Risk Management - Due to market competition and pricing factors, the company's profits are expected to decline in 2025, prompting a need for market layout optimization and enhanced profitability [6] - Strategies include improving supply chain efficiency, reducing operational costs, and managing accounts receivable and inventory to lower operational risks [6] Group 6: Future Growth Points - The company leverages the strong brand influence of China Aerospace Science and Technology Corporation to enhance its market presence [6] - It aims to achieve annual operational goals through market development, technological innovation, and integrated development efforts [6]

Market Overview - The computer equipment sector increased by 1.41% on October 27, with Dahua Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Top Gainers in Computer Equipment Sector - Dahua Intelligent (002512) closed at 4.91, up 10.09% with a trading volume of 2.2174 million shares [1] - Guoao Technology (300551) closed at 13.23, up 8.35% with a trading volume of 340,000 shares [1] - Dahua Co., Ltd. (002236) closed at 21.50, up 7.72% with a trading volume of 2.3446 million shares [1] - Aerospace Intelligent Equipment (300455) closed at 21.27, up 7.64% with a trading volume of 954,200 shares [1] - Youbo Technology (300531) closed at 19.82, up 7.54% with a trading volume of 323,300 shares [1] Top Losers in Computer Equipment Sector - Xiling Information (300588) closed at 25.75, down 13.30% with a trading volume of 297,800 shares [2] - ST Yingfeituo (002528) closed at 3.05, down 4.98% with a trading volume of 404,300 shares [2] - Chunzong Technology (603516) closed at 161.92, down 2.90% with a trading volume of 103,400 shares [2] Capital Flow Analysis - The computer equipment sector experienced a net outflow of 161 million yuan from institutional investors and 142 million yuan from speculative funds, while retail investors saw a net inflow of 303 million yuan [2] - Key stocks with significant capital inflows include Huijin Co., Ltd. (300368) with a net inflow of 97.1962 million yuan [3] - Youbo Technology (300531) had a net inflow of 84.0944 million yuan, while China Great Wall (000066) saw a net inflow of 70.8911 million yuan [3]

Core Viewpoint - The recent acceleration in China's satellite internet construction is driving significant growth in related stocks, particularly in the satellite ETF sector, with notable increases in stock prices of key companies involved in this industry [2][5][6]. Group 1: Market Performance - The satellite ETF (159206) has risen by 1.89%, with significant gains in constituent stocks such as Aerospace Zhizhuang up over 11% and Guodun Quantum up over 8% [2][3]. - Other stocks showing strong performance include Alliance Electronics, XW Communication, and Guoke Micro, with increases ranging from approximately 5% to 8.5% [3]. Group 2: Industry Developments - China has recently accelerated its satellite internet initiatives, with three successful satellite launches in October, including the sixth batch of the "Thousand Sails Constellation" network [5]. - The successful launch of 12 low-orbit satellites using the Long March 8 rocket and the deployment of 18 satellites in one launch using the Long March 6 rocket highlight advancements in China's satellite capabilities [5]. - The successful launch of the 20th communication technology test satellite marks a significant milestone in satellite communication technology verification [5]. Group 3: Strategic Importance - The recent Fourth Plenary Session emphasized the strategic importance of the aerospace industry, positioning it as a core frontier industry amid international competition [6]. - The recognition of commercial aerospace as a "new growth engine" in the government work report further underscores the industry's elevated status and potential for accelerated development during the 14th Five-Year Plan period [6].