成都爱乐达航空制造股份有限公司（以下简称"公司"或"爱乐达"）于2026 年1月30日收到实际控制人及其一致行动人冉光文先生、丁洪涛先生的通知，冉 光文先生、丁洪涛先生向成都星瀚远航科技合伙企业（有限合伙）（以下简称"星 瀚远航"）协议转让公司部分股份已经在中国证券登记结算有限责任公司深圳分 公司办理完成过户登记手续，并取得《证券过户登记确认书》，现将具体情况公 告如下： 证券代码：300696 证券简称：爱乐达 公告编号：2026-001 成都爱乐达航空制造股份有限公司 关于实际控制人及其一致行动人协议转让 公司部分股份完成过户的公告 冉光文先生、丁洪涛先生、成都星瀚远航科技合伙企业（有限合伙）保证 向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 证券代码：300696 证券简称：爱乐达 公告编号：2026-001 2026年1月30日，公司收到中国证券登记结算有限责任公司深圳分公司出具 的《证券过户登记确认书》，本次协议转让事项已办完过户手续。此次合计过户 股份数量52,767,536股，占公司总股本的1 ...

证券代码：300696 证券简称：爱乐达 公告编号：2026-002 成都爱乐达航空制造股份有限公司 关于收到四川证监局行政监管措施决定书的公告 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。 成都爱乐达航空制造股份有限公司（以下简称公司）于近日收到中国证券监 督管理委员会四川监管局（以下简称四川证监局）出具的《关于对成都爱乐达航 空制造股份有限公司及相关人员采取出具警示函措施的决定（[2026]6号）（以 下简称《决定书》）。现将有关情况公告如下： 一、《决定书》主要内容 成都爱乐达航空制造股份有限公司，谢鹏、范庆新、刘晓芬、王雁秋、马青 凤： 经查，成都爱乐达航空制造股份有限公司（以下简称爱乐达或公司）存在以 下问题。 一、内控制度执行存在缺陷。未严格按照公司相关制度开展现金盘点，非主 营销售业务相关销售台账及对应收款单据登记、管理不规范。上述情形不符合《企 业内部控制基本规范》（财会[2008]7号）第三十六条相关规定。 二、会计核算不规范。一是收入确认不规范。2022年及2024年部分机加业务 收入存在跨期确认，导致2024年多记收入289.77万元。 ...

Market Overview - The aviation equipment sector experienced a decline of 2.1% on January 30, with Hai Te Gao Xin leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable gainers in the aviation equipment sector included: - Zongheng Co., Ltd. (688070) with a closing price of 64.50, up 6.65% [1] - Beimo Gaoke (002985) at 40.18, up 6.07% [1] - ST Guanqu (688287) at 5.44, up 4.21% [1] - Guanglian Aviation (300900) at 38.41, up 4.09% [1] - Major decliners included: - Hai Te Gao Xin (002023) at 12.23, down 10.01% [2] - Zhonghang Heavy Machinery (600765) at 18.71, down 5.79% [2] - Yanle Da (300696) at 32.06, down 5.15% [2] Trading Volume and Capital Flow - The aviation equipment sector saw a net outflow of 1.748 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.584 billion yuan [2] - The trading volume for selected stocks showed significant activity, with Beimo Gaoke recording a transaction amount of 16.65 billion yuan [1][2] Individual Stock Capital Flow - Beimo Gaoke (002985) had a net inflow of 116 million yuan from institutional investors, while it faced a net outflow of 1.4 billion yuan from speculative funds [3] - Hongdu Aviation (600316) saw a net inflow of 91.41 million yuan from institutional investors, but a net outflow of 8.32 million yuan from retail investors [3] - Guangqi Technology (002625) had a net inflow of 44.63 million yuan from institutional investors, with a net outflow of 38.19 million yuan from retail investors [3]

Core Viewpoint - The aviation equipment sector experienced a significant increase of 3.83% on January 22, with Triangular Defense leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - The aviation equipment sector saw a net inflow of 2.963 billion yuan from main funds, while retail investors experienced a net outflow of 2.038 billion yuan [1] Group 2: Individual Stock Performance - Triangular Defense (300775) closed at 39.49, with a remarkable increase of 19.99% and a trading volume of 1.086 million shares, amounting to 4.103 billion yuan [1] - Other notable performers included: - Aileda (300696) with a closing price of 34.05, up 13.58% [1] - Steel Research Tube (300034) at 23.50, up 12.98% [1] - Jianghang Equipment (688586) at 15.68, up 10.04% [1] - Beimo High-tech (002985) at 41.98, up 10.01% [1] - Aviation Power Technology (600391) at 53.36, up 10.00% [1] Group 3: Fund Flow Analysis - The main funds showed a net inflow for Triangular Defense of 550 million yuan, while retail funds had a net outflow of 220 million yuan [2] - Other stocks with significant fund flows included: - Aviation Control (000738) with a net inflow of 189 million yuan from main funds [2] - North Mo High-tech (002985) with a net inflow of 168 million yuan from main funds [2]

Core Viewpoint - The A-share market shows a slight increase with the Shanghai Composite Index at 4121.37 points, above the five-day moving average, indicating a positive market sentiment [1]. Group 1: Market Performance - The A-share total trading volume reached 21,972.69 billion yuan today [1]. - 817 A-shares have prices that surpassed the five-day moving average, reflecting a bullish trend in the market [1]. Group 2: Individual Stock Performance - Stocks with significant deviations from the five-day moving average include: - Huakai Yibai (300592) with a deviation rate of 15.34% and a daily increase of 20.03% [2]. - Shenxinfeng (300454) with a deviation rate of 12.65% and a daily increase of 20.00% [2]. - Qingyun Technology (688316) with a deviation rate of 12.47% and a daily increase of 16.94% [2]. - Other notable stocks with smaller deviations include: - Qizheng Tibetan Medicine, Dekeli, and Anfu Technology, which have just crossed the five-day moving average [1].

Group 1 - The core viewpoint of the news is that Aileda's stock has experienced fluctuations, with a notable decline of 6.80% year-to-date and a recent drop of 2.01% on January 15, leading to a market capitalization of 8.718 billion yuan [1] - Aileda's main business involves precision processing of components for military and civilian aircraft, with 100% of its revenue derived from aircraft components [1] - The company is categorized under the defense and military industry, specifically in the aviation equipment sector, and is associated with concepts such as Airbus, general aviation, large aircraft, drones, and Chengfei concepts [1] Group 2 - As of September 30, Aileda reported a total of 28,700 shareholders, a decrease of 2.74% from the previous period, with an average of 9,275 circulating shares per shareholder, an increase of 2.80% [2] - For the period from January to September 2025, Aileda achieved operating revenue of 350 million yuan, representing a year-on-year growth of 75.75%, and a net profit attributable to shareholders of 46.751 million yuan, reflecting a significant increase of 350.82% [2] - Aileda has distributed a total of 223 million yuan in dividends since its A-share listing, with 87.946 million yuan distributed over the past three years [3]

Group 1 - The A-share market for commercial aerospace stocks experienced a collective decline, with notable drops including Aerospace Hanyu down over 8% and Shaanxi Huada down over 7% [1] - Several companies issued cooling announcements, indicating overheated market sentiment and irrational speculation, with Aerospace Electronics stating that the stock price has significantly deviated from fundamentals [1] - Aerospace Hanyu projected that by 2025, the revenue from commercial aerospace-related activities will account for less than 15% of the company's total revenue [1] Group 2 - The stock performance of various companies showed significant declines, with Aerospace Hanyu at -8.82% and Shaanxi Huada at -7.11%, while other companies like Zhongke Xingtou and Bolite also faced declines exceeding 6% [2] - The total market capitalization of Aerospace Hanyu is reported at 27.7 billion, while Shaanxi Huada stands at 10.3 billion [2] - Year-to-date performance shows that some companies, such as Aerospace Hanyu, have increased by 21.60%, while others like Bolite have decreased by 10.36% [2]

Group 1 - The core viewpoint of the news highlights the significant increase in the financial performance of Aileda, with a notable rise in revenue and net profit for the period from January to September 2025 [2] - Aileda's stock price increased by 3.07% on January 6, with a trading volume of 776 million yuan, indicating strong market interest [1] - The financing data shows that Aileda had a net financing purchase of 12.07 million yuan on January 6, with a total financing balance of 383 million yuan, which is at a high level compared to the past year [1] Group 2 - As of September 30, 2025, Aileda's total revenue reached 350 million yuan, representing a year-on-year growth of 75.75%, while the net profit attributable to shareholders was 46.75 million yuan, reflecting a substantial increase of 350.82% [2] - The number of Aileda's shareholders decreased by 2.74% to 28,700, while the average number of circulating shares per person increased by 2.80% to 9,275 shares [2] - Aileda has distributed a total of 223 million yuan in dividends since its A-share listing, with cumulative distributions of 87.95 million yuan over the past three years [2]

Core Viewpoint - The aviation equipment sector experienced a rise of 0.57% on December 31, with Aileda leading the gains, while the Shanghai Composite Index rose by 0.09% and the Shenzhen Component Index fell by 0.58% [1] Group 1: Stock Performance - Aileda (300696) closed at 31.91, up 11.61%, with a trading volume of 469,900 shares and a transaction value of 1.55 billion [1] - Guanglian Aviation (300900) closed at 39.07, up 10.62%, with a trading volume of 852,000 shares and a transaction value of 3.27 billion [1] - Aviation Power Technology (600391) closed at 37.10, up 9.99%, with a trading volume of 397,900 shares and a transaction value of 1.42 billion [1] - Other notable stocks include Zhongjian Technology (300777) up 5.18%, Jialiqi (301586) up 4.50%, and Super Aerospace Technology (688237) up 3.02% [1] Group 2: Capital Flow - The aviation equipment sector saw a net outflow of 300 million from institutional investors and 450 million from speculative funds, while retail investors had a net inflow of 749 million [2] - Major stocks with significant capital flow include Aviation Power Technology with a net inflow of 273 million from institutional investors, while retail investors had a net outflow of 198 million [3] - Hongdu Aviation (600316) had a net inflow of 152 million from institutional investors, with a net outflow of 134 million from retail investors [3]

Core Viewpoint - The A-share market continues to show strength in the commercial aerospace sector, with several stocks reaching significant gains and historical highs following a successful satellite launch by China [1][2]. Group 1: Stock Performance - Aileda (300696) saw a rise of 17.49%, with a total market capitalization of 9.847 billion [2]. - Haichang New Materials (300885) increased by 12.65%, with a market cap of 8.660 billion [2]. - Qianzhao Optoelectronics (300102) rose by 10.04%, with a market cap of 24.1 billion [2]. - Shunhao Co., Ltd. (002565) increased by 10.02%, with a market cap of 19.4 billion [2]. - Changjiang Communication (600345) experienced a 10% rise, with a market cap of 11.4 billion [2]. - Leike Defense (002413) rose by 9.99%, with a market cap of 16.5 billion [2]. - Taili Technology (301595) increased by 9.5%, with a market cap of 5.08 billion [2]. - Woge Optoelectronics (603773) rose by 7.74%, with a market cap of 8.164 billion [2]. - Xinwei Communication (300136) increased by 7.26%, with a market cap of 55 billion [2]. - Aerospace Hanyu (688523) rose by 6.16%, with a market cap of 21.1 billion [2]. - Aerospace Morning Light (600501) increased by 5.66%, with a market cap of 12.4 billion [2]. - China Satellite (600118) rose by 5.35%, with a market cap of 107.5 billion [2]. Group 2: Recent Developments - On December 31, 2025, China successfully launched the Shijian-29 satellite using the Long March 7 carrier rocket from the Wenchang Space Launch Site, marking the 623rd flight of the Long March series [1]. - The satellite's primary mission is to conduct new technology verification tests for space target detection [1].