编号：【2026】第 001 号 | | 特定对象调研 □分析师会议  | | --- | --- | | 投 资 者 关系 活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | | 华泰柏瑞基金、国泰基金、永赢基金、兴业基金、方正证券、 西部证券、深圳创富兆业、北京文博启胜投资、景顺长城基 | | 参与单位 | | | | 金、兴业证券、申万证券、泉果基金、中邮资管、上海证券、 | | | 亚太财险、众惠保险、泓德基金、伏明资管 | | 时间 | 2026 年 1 月 6 日、2026 年 1 月 7 日 | | 地点 | 公司会议室 | | 上 市 公 司接 待 | 董事会秘书王颖超 | | 人员姓名 | | | 投 资 者 关系 活 | 1、公司高强高模纤维业务介绍？航天院所是否已实现 | | 动 主 要 内容 介 | 纤维的国产化替代？ | | | 公司 2014 年成功研发 M40J 级碳纤维，2018 年成功研发 | | 绍 | M55J 级碳纤维，两个产品都以有关项目牵引，其中 M55J 级 | | | 纤维是承担的国家 863 ...

1月8日，卫星+航天再度成为全市场"最靓的崽"。一键布局商业航天+卫星导航+低空经济+大飞机的通 用航空ETF华宝（159231）早盘持续震荡攀升，临近尾盘再度发力，场内价格收涨4.46%，刷新上市以 来单日最大涨幅，放量突破上市新高。盘中资金加速流入，单日获资金净申购1400万份！ | 序号 | 代码 | 名称 | 估算权重 | 涨跌幅 | 申万三级行业 | 10日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 688552 | 航天南湖 | 1.08% | 20.00% | 军工电子Ⅲ | 30.62% | | 2 | 688066 | 航天宏图 | 1.38% | 19.99% | IT服务Ⅲ | 46.80% | | 3 | 002023 | 海特高新 | 1.78% | 10.02% | 航空装备皿 | 18.24% | | 4 | 600879 | 航天电子 | 3.08% | 10.00% | 航天装备Ⅲ | 62.49% | | 5 | 600372 | 中航机载 | 1.82% | 9.99% | 航空装备Ⅲ | 20.02% ...

Core Viewpoint - The aviation equipment sector experienced a significant increase of 4.78% on January 8, with Chaotuo Aerospace leading the gains, while the overall market indices showed slight declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4082.98, down 0.07% [1]. - The Shenzhen Component Index closed at 13959.48, down 0.51% [1]. - The aviation equipment sector stocks showed notable gains, with Chaotuo Aerospace rising by 11.17% to a closing price of 55.65 [1]. Group 2: Individual Stock Performance - Key performers in the aviation equipment sector included: - Chaotuo Aerospace (688237): +11.17%, closing at 55.65, with a trading volume of 54,500 and a turnover of 295 million [1]. - Hitec Materials (002023): +10.02%, closing at 15.04, with a trading volume of 881,000 and a turnover of 1.263 billion [1]. - Parker New Materials (605123): +10.00%, closing at 113.74, with a trading volume of 134,500 and a turnover of 1.485 billion [1]. - AVIC Aircraft (600372): +9.99%, closing at 15.41, with a trading volume of 2.8136 million and a turnover of 4.199 billion [1]. Group 3: Capital Flow - The aviation equipment sector saw a net inflow of 2.487 billion in main funds, while retail investors experienced a net outflow of 1.234 billion [2][3]. - Major stocks with significant capital flow included: - AVIC Aircraft (600372): Main funds net inflow of 5.56 billion, retail net outflow of 2.80 billion [3]. - Hitec Materials (002023): Main funds net inflow of 2.25 billion, retail net outflow of 1.81 billion [3].

Group 1 - The core point of the news is that President Trump proposed a military budget of $1.5 trillion for 2027, representing a 66% increase from the previous budget of $901 billion for 2026, citing the current turbulent and dangerous times [1] - The commercial aerospace sector is experiencing a strong recovery, with defense and military performance outperforming satellites, attributed to the importance of rocket reusability, particularly in engines and electronic control systems [1] - The defense industry is expected to gradually enter a recovery phase by 2026, with an upward trend in military spending anticipated due to new five-year plans and the goal of achieving a century of military development by 2027 [1] Group 2 - As of January 8, 2026, the China Securities Defense Index rose by 4.46%, with significant gains in component stocks such as Aerospace Nanhai (up 19.52%) and Aerospace Electric (up 10.01%) [2] - The Defense ETF closely tracks the China Securities Defense Index, which includes listed companies under major military groups and those providing equipment to the armed forces, reflecting the overall performance of the defense industry [2] - The top ten weighted stocks in the China Securities Defense Index as of December 31, 2025, include Aerospace Electronics and Aero Engine Corporation, collectively accounting for 42.34% of the index [2]

1月8日早盘，军工盘中突发异动，急速冲上行业涨幅榜首位！ | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 主力净流入额 | | --- | --- | --- | --- | --- | | 801740 | 国防军工(申万) | 2141.06 | 2.37% | 57.13 Z | | 801230 | 综合(申万) | 4352.83 | 1.54% | 1.047, | | 801720 | 建筑装饰(申万) | 2218.47 | 1.33% | 36.14Z | 高人气军工ETF华宝（512810）火箭发射，快速冲高2.63%，场内价格连续第3日刷新历史最高纪录！ 所覆盖的80只军工股逾70只飘红，商业航天概念再度领涨，光威复材一度飙升逾11%，航天电子、航天 电器、航天科技集体大涨。 | | | 分时 多日 1分 5分 15分 30分 60分 日 周 · | | | | | | | F9 盘前盘后 图加 九粒 图纸 工具 @ 2 > | | 型工ETF华宣 O | | 512810 | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Group 1 - The core viewpoint of the news highlights the active development in the commercial aerospace sector, particularly with Star River Aerospace's upcoming launch of the "Vesta-1 Sea Launch Type (Remote 7)" rocket, which could position it as the first private aerospace company in China to complete a launch by 2026 [1] - The global aerospace industry is undergoing a structural transformation akin to the Age of Exploration, driven by the rise of commercial aerospace companies like SpaceX, with China's commercial aerospace sector transitioning from a policy incubation phase to an industrial explosion phase [1] - 2026 is projected to be a pivotal year for China's commercial aerospace industry, marking a shift from speculative investments to fundamental investments based on supply chain performance [1] Group 2 - The China Defense Index (399973) has seen a strong increase of 2.69%, with notable gains in constituent stocks such as Guangwei Composites (300699) up 11.46%, Aerospace Electronics (600879) up 9.03%, and Zhenlei Technology (688270) up 7.31% [1] - The Defense ETF (512670) has risen by 2.74%, with the latest price reported at 0.97 yuan [1] - The China Defense Index tracks companies under the top ten military industrial groups and those providing weaponry to the armed forces, reflecting the overall performance of defense industry listed companies [2]

1月8日早盘，商业航天+卫星概念加持的通用航空再度走强，航天电子、光威复材携手拉升10%，航天 宏图大涨7%，航天环宇、西部超导、应流股份涨超5%。一键布局商业航天+卫星导航+低空经济+大飞 机的通用航空ETF华宝（159231）昨日止步8连阳后今日再度上涨，场内现涨2.16%！资金加速流入， 实时净申购1000万份！此前已连续5日获资金净买入合计2647万元。 | 综合屏 F9 前震权 超级叠加 面线 工具 份 (7 >> 日 周月 · | | | | | | 通用航空ETF华富 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 数0.710 幅2.16%(0.015) 开0.689 高0.710 低0.689 均0.695 畳 0.5991 MA120 0.5991 2025/09/04-2026/01/08(83日)▼ al | ન્ઝ | | 0 7 1 0 +0.015 +2.16% | | | 159231 | | | | | | | SZSE CNY 10:29:12 交易中 查看L2全国 | | | | | 10 | ...

光威复材（300699.SZ）1月7日在投资者互动平台表示，公司是目前我国航天卫星用高强高模碳纤维的 核心供应商，目前相关产品产能充足，由于关键设备设计制造和产线建设均可在公司内部自己完成，如 果需要扩产也能快速实施并形成产能。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：目前国内仅有贵公司和中科院体系企业两家能提供卫 星用高模碳纤维产品，且贵公司为核心供应商。针对国家航天卫星发射的大爆发，公司高模产量能否满 足相应要求，有没有新建产线的计划？ ...

是的，这个新材料龙头，就是最近被"商业航天"概念引爆的 光威复材 。 【DT新材料】 获悉，近日，光威复材 在接受调研时表示： 公司目前正在进行PEEK（聚醚醚酮）材料工程化产线的准备工作 。 咋看到这个消息的时候，确实有点意外，后来想想也好理解，毕竟包括 富春染织， 宁波华翔、 美湖诺维刚、 浙江大洋生物 等在内的这么多离PEEK产业 很遥远的企业都能跨界而来，碳纤维龙头就更加情理之中。 点击阅读 ： PEEK ，又一国家级 " 小巨人 " 入局！ 一方面，这也是光威复材的刚需选择，业务契合。 PEEK在航空、航天、军工、核电等领域替代传统金属材料表现出极大潜力。PEEK复合材料 对比纯PEEK材料性能则更加优异，以碳纤维增强PEEK复合 材料为例，30%的短碳纤维增强聚醚醚酮复合材料在室温下，拉伸强度比未增强时增加至少一倍，在 150 ℃下达到三倍。同时，碳纤维的增强在一定程度 上能抵御PEEK的热软化，形成转移膜保护接触区域，明显降低磨损率。 碳纤维增强热塑性复合材料（CF/PEEK）堪比"性能天花板"。 此外，热塑性复 合材料还易于回收再利用，契合"双碳"政策，发展前景良好。 以eVTOL为例 。CF ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月7日，光威复材收跌1.51%，收盘价为37.88元，发生1笔大宗交易，合计成交量7.5万股，成交金额 269.85万元。 进一步统计，近3个月内该股累计发生13笔大宗交易，合计成交金额为5028.51万元。该股近5个交易日 累计下跌5.42%，主力资金合计净流出4.32亿元。 责任编辑：小浪快报 第1笔成交价格为35.98元，成交7.50万股，成交金额269.85万元，溢价率为-5.02%，买方营业部为华泰 证券股份有限公司南京大光路证券营业部，卖方营业部为中银国际证券股份有限公司丹东三经街证券营 业部。 ...