（编辑 姚尧） 证券日报网讯 新劲刚11月19日在互动平台回答投资者提问时表示，关于订单落地问题，2025年前三季 度公司新增订单（含正式合同及意向订单）同比实现大幅增长，生产端保持满负荷运转。不过受下游行 业短期调整影响，部分客户合同审批、签订及验收周期有所延长，导致本期可确认收入未能同步跟进 （该情况三季度已逐步改善，目前仍在持续推进解决）。合同负债转结营业收入的进度，需结合下游客 户签约落地及产品验收进度综合确定。公司管理层高度重视营收增长问题，正通过优化产品结构、拓展 市场渠道、提升运营效率等方式推动业务突破，后续将以更清晰的业绩增长逻辑回馈投资者。关于业绩 改善问题，公司管理层已制定明确布局规划：一是优化产品结构，强化核心产品竞争力；二是拓展多元 化市场渠道，突破现有业务边界；三是提升运营效率，保障订单快速落地转化。公司将严格按照相关规 则，及时履行信息披露义务，敬请投资者关注公司后续公告。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司在卫星无线通信有专业优势，商业航天领域有布 局模块产品吗？ 新劲刚（300629.SZ）11月19日在投资者互动平台表示，截至目前，公司暂未在商业航天领域布局模块 类产品。 公司的核心专业优势集中于卫星无线通信相关领域，当前阶段，公司聚焦现有核心业务的深 耕与拓展，持续优化技术研发、产品迭代及市场服务能力，致力于为相关领域客户提供优质的产品与解 决方案。 未来，公司将持续关注商业航天等相关领域的行业发展趋势与市场机遇，结合自身战略规 划、技术积累及业务发展需要，审慎评估潜在的业务拓展方向。若后续有相关布局计划，公司将严格按 照法律法规及监管要求，及时履行信息披露义务。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company is actively monitoring the development of 6G communication technology, which is currently in the research and exploration phase, and is assessing potential collaboration and application opportunities in the future [1] Group 1: Company Position - The company has stated that its RF-related products have not yet been applied in the practical scenarios of 6G technology [1] - The company plans to leverage its technological accumulation and business layout to evaluate potential collaborations and applications in the 6G field [1] Group 2: Industry Context - 6G communication technology is still in the frontier technology reserve and research exploration stage, indicating that the industry is in the early phases of development [1] - The company is closely tracking technological developments, application trends, and market opportunities within the 6G sector [1]

Core Viewpoint - The company is making progress on the acquisition of the Haikou Intelligent Technology Park project and is focused on the construction of its RF microwave industrialization base, which is expected to enhance production capacity in response to growing demand [1] Group 1: Project Development - The construction of the RF microwave industrialization base is steadily advancing, with the new factory building having completed its topping-out phase [1] - The factory has not yet been officially delivered, and once completed, the company will proceed with internal decoration, equipment procurement, and installation debugging [1] - The company aims to accelerate the project construction pace to meet increasing production capacity demands [1] Group 2: Performance Forecast - The company is unable to provide specific performance forecasts due to multiple influencing factors, including the recovery pace of downstream industries, order fulfillment efficiency, and payment progress [1]

Core Viewpoint - The company is actively monitoring the development of 6G communication technology, which is currently in the research and exploration phase, and is assessing potential applications and market opportunities [1] Group 1: Company Position - The company has not yet applied its radio frequency products to any practical scenarios related to 6G technology [1] - The company plans to leverage its technological expertise and business layout to explore potential collaborations and applications in the 6G field [1] Group 2: Industry Context - 6G communication technology is still in the early stages of technological reserve and research exploration [1] - The company is committed to closely tracking trends and developments in the 6G technology landscape [1]

Core Points - The stock price of New Jingang increased by 2.05% on November 19, reaching 19.42 CNY per share, with a total market capitalization of 4.883 billion CNY [1] - The company has experienced a year-to-date stock price decline of 9.68%, but has seen a 3.79% increase over the last five trading days [1] - New Jingang's main business involves the research, development, production, and sales of high-performance metal matrix composites and products, primarily serving the military electronics information industry [1] Financial Performance - For the period from January to September 2025, New Jingang reported a revenue of 270 million CNY, a year-on-year decrease of 33.18%, and a net profit attributable to shareholders of 11.226 million CNY, down 90.04% year-on-year [2] - The company has distributed a total of 103 million CNY in dividends since its A-share listing, with 68.081 million CNY distributed over the past three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders for New Jingang decreased by 2.82% to 23,500, while the average number of circulating shares per person increased by 2.90% to 9,215 shares [2] - Notable changes in institutional holdings include a significant reduction in shares held by Huashang Advantage Industry Mixed Fund, while Guangfa Advantage Growth Stock Fund entered the top ten shareholders [3]

Core Viewpoint - The stock price of New Jingang has experienced a decline of 11.54% year-to-date, with a recent drop of 2.01% on November 18, 2023, indicating potential challenges in the company's market performance [1][2]. Company Overview - New Jingang Technology Co., Ltd. is located in Foshan, Guangdong Province, and was established on December 9, 1998, with its IPO on March 24, 2017 [2]. - The company specializes in the research, development, production, and sales of high-performance metal matrix composites and products, primarily serving the military electronics information industry [2]. - The revenue composition includes 95.11% from RF microwave products, 4.30% from special application materials, and 0.58% from other sources [2]. Financial Performance - For the period from January to September 2025, New Jingang reported a revenue of 270 million yuan, a year-on-year decrease of 33.18%, and a net profit attributable to shareholders of 11.23 million yuan, down 90.04% year-on-year [2]. - Cumulatively, the company has distributed 103 million yuan in dividends since its A-share listing, with 68.08 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of October 31, 2025, the number of shareholders decreased by 2.82% to 23,500, with an average of 9,215 circulating shares per person, an increase of 2.90% [2]. - Major shareholders include Huashang Advantage Industry Mixed A and Guangfa Advantage Growth Stock A, with significant changes in holdings noted [3].

Core Viewpoint - The company, Xin Jing Gang (300629), provides regular updates on the number of shareholders, with a specific count reported as of October 31, 2025, totaling 23,525 households [1] Group 1 - The company discloses the number of shareholders at the end of each quarter in its regular reports [1] - Additionally, the company offers a monthly inquiry service for shareholders to check the number of shareholders [1] - As of the latest report, the total number of shareholders is 23,525 households [1]

Core Viewpoint - The company has successfully developed and delivered low-altitude defense products, particularly micro-target detection radars, which can identify and track multiple drone targets simultaneously [2] Group 1: Product Capabilities - The company’s micro-target detection radar can simultaneously identify up to 200 drone targets and track 4 targets at the same time [2] - The company has established a comprehensive production system for drone detection and countermeasure technologies, ensuring stable supply of micro-target detection radars, radio detection equipment, and drone countermeasure products [2] Group 2: Market Demand and Solutions - The company’s solutions cater to various scenarios, providing diversified and high-performance options to meet market demands for drone monitoring and countermeasures [2] - The company’s technologies have matured and are applied in key areas such as reconnaissance drone support, radar detection, and electronic interference [2]

Group 1 - The CN5082 Aerospace Industry Index increased by 0.68%, with notable stock performances from Tian'ao Electronics (up 10.01%), Hangxin Technology (up 4.16%), and Zhenxin Technology (up 3.83%) [1] - The eVTOL industry is experiencing a surge in orders, with Volant receiving 95 eVTOL orders worth 2.375 billion yuan and Yufeng Future securing 200 orders totaling over 2 billion yuan [1] - Aerial Solutions from Saudi Arabia signed a procurement agreement for 100 M1 cargo aircraft with Yufeng Future, indicating international interest in the eVTOL market [1] Group 2 - CICC forecasts that the aerospace and defense industry will maintain high prosperity due to the core equipment iteration and production ramp-up driven by national defense modernization goals [2] - The Aerospace ETF (159227) closely tracks the CN5082 index, with a high concentration of military industry stocks (98.2%), covering key sectors such as aerospace equipment, satellite navigation, and new materials [2] - The index includes leading companies in the military sector, focusing on emerging fields like large aircraft development and low-altitude economy [2]