2月26日，宏达电子涨5%，截至发稿，报55.02元/股，成交6.29亿元，换手率5.49%，总市值226.59亿 元。 资料显示，株洲宏达电子股份有限公司位于湖南省株洲市天元区渌江路2号，成立日期1993年11月18 日，上市日期2017年11月21日，公司主营业务涉及钽电容器等军用电子元器件的研发、生产、销售及相 关服务。主营业务收入构成为：元器件76.99%，模块及其他23.01%。 从宏达电子十大流通股东角度 长信国防军工量化混合A（002983）成立日期2017年1月5日，最新规模9.55亿。今年以来收益14.9%， 同类排名894/8887；近一年收益65.82%，同类排名578/8134；成立以来收益121.42%。 长信国防军工量化混合A（002983）基金经理为宋海岸。 截至发稿，宋海岸累计任职时间8年17天，现任基金资产总规模54.42亿元，任职期间最佳基金回报 209.99%， 任职期间最差基金回报-26.88%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问， ...

责任编辑：小浪快报 02月24日消息，截止13:05，MLCC概念板块活跃，风华高科涨停，三环集团、达利凯普、国瓷材料、 洁美科技、博迁新材、宏达电子等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

经济观察网 宏达电子（300726）近期融资交易活跃，股价出现波动，参股公司IPO申报获受理。公司表 示生产经营正常，无应披未披露的重大信息。 资金动向 2026年2月10日，宏达电子获融资买入2977.39万元，融资净买入207.78万元；截至当日，融资余额为 5.45亿元，占流通市值的2.70%，处于近一年高位水平。这反映了市场资金动向。 公司状况 公司项目推进 2025年12月19日，宏达电子参股公司江苏展芯半导体技术股份有限公司的创业板IPO申报获受理，但公 司表示该事项对当期财务报表无重大影响，后续进展需关注监管审批结果。 业绩经营情况 2025年1-9月，公司营业收入14.04亿元，同比增长18.81%；归母净利润3.27亿元，同比增长25.07%。 2025年第一季度营收3.28亿元（同比增长6.03%），净利润0.55亿元（同比下降29.92%）。投资者可留 意2025年年度报告的发布计划。 以上内容基于公开资料整理，不构成投资建议。 2026年2月10日，公司董秘在互动平台回复投资者称，目前生产经营正常，业务有序开展，无应披未披 露的重大信息。投资者可关注定期报告以获取最新动态。 股票近期走 ...

证券日报网讯2月10日，宏达电子（300726）在互动平台回答投资者提问时表示，公司目前生产经营正 常，业务有序开展，不存在应披而未披露的信息。根据信披监管要求，公司不得以互动易平台发布或回 复信息等形式代替信息披露或泄露未公开重大信息，避免对市场造成误导，有关公司具体的经营情况请 查阅公司在中国证监会指定信息披露媒体刊登的定期报告及临时公告内容，公司也欢迎各位股东和投资 者来公司进行实地调研，加深对公司的了解。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的宇航级钽电容有什么特点？会大力扩展 商业航天方面的应用吗？ 宏达电子（300726.SZ）2月9日在投资者互动平台表示，公司产品通过了LMS、CAST、SAST等多个航 天质量等级认证，具有丰富的高可靠航天项目配套经验，公司也会持续关注并积极利用在高可靠领域建 立的品牌、技术优势，探索更多在商业航天领域的发展机会。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the article highlights that the market supply and demand for tantalum capacitors, an important electronic component, is influenced by various factors, and the price trends need to be assessed based on actual market conditions [2] - The company, as a significant player in the domestic tantalum capacitor research and production sector, will closely monitor market changes and adopt corresponding business strategies [2]

Core Viewpoint - The military electronics sector experienced a rise of 1.39% on January 27, with Shenglu Communication leading the gains, while the overall market indices showed modest increases [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4139.9, up 0.18%, and the Shenzhen Component Index closed at 14329.91, up 0.09% [1]. - The military electronics sector stocks showed varied performance, with notable gainers including: - Gan Guo Communication: 12.46, up 9.97%, with a trading volume of 1.41 million and a turnover of 1.692 billion [1]. - Thunder Micro Power: 59.40, up 6.64%, with a trading volume of 252,000 and a turnover of 1.455 billion [1]. - Wan Yuan Electronics: 60.92, up 6.11%, with a trading volume of 146,200 and a turnover of 867 million [1]. Group 2: Capital Flow - The military electronics sector saw a net outflow of 489 million from institutional investors and 629 million from speculative funds, while retail investors contributed a net inflow of 1.118 billion [2]. - Specific stock capital flows included: - Shenglu Communication: 4.39 million net inflow from institutional investors, with a 25.96% share, but a net outflow of 1.93 million from speculative funds [3]. - Aerospace Development: 4.07 million net inflow from institutional investors, with a 7.39% share, and a net outflow of 1.25 million from speculative funds [3]. - Tai Meng Technology: 1.52 million net inflow from institutional investors, with an 11.67% share, and a net outflow of 28.38 million from speculative funds [3].

Investment Rating - The report maintains a "Buy" rating for the mechanical equipment sector, indicating a positive outlook for the industry [6]. Core Insights - The low-altitude economy is experiencing significant growth, with the Guangdong-Hong Kong-Macao Greater Bay Area set to add 801 new low-altitude takeoff and landing points by 2025, and a logistics drone route network of 310 lines, showcasing a market potential of over one trillion yuan [3]. - The mechanical equipment sector shows strong competitive advantages for domestic leading companies, with forklift sales in December 2025 reaching 111,363 units, a slight year-on-year increase of 0.03%, while exports grew by 7.97% [3]. - The engineering machinery industry is expected to maintain steady growth, with total forklift sales in 2025 projected to be 1,451,768 units, a year-on-year increase of 12.9% [3]. Weekly Market Review - From January 11 to January 16, 2026, the Shanghai Composite Index fell by 0.45%, while the Shenzhen Component Index and the ChiNext Index rose by 1.14% and 1.00%, respectively. The Shenwan Mechanical Equipment Index increased by 1.91%, outperforming the CSI 300 Index by 2.48 percentage points, ranking fifth among 31 Shenwan first-level industries [2][11]. - Sub-sectors within mechanical equipment saw varied performance, with general equipment up by 3.11%, automation equipment up by 4.19%, while engineering machinery and rail transit equipment saw declines of 0.88% and 1.81%, respectively [11]. Key Sector Tracking - The low-altitude economy is supported by the timely establishment of safety standards, such as the Civil Unmanned Aerial Vehicle Parachute System Specification, which aims to enhance operational safety for drones in densely populated areas [3]. - The report highlights the competitive landscape for domestic leading companies in the mechanical equipment sector, emphasizing their strong position in both supply and demand [3]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group, among others [4]. - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Juxing Technology and Quanfeng Holdings for the export chain [4].

Investment Rating - The report maintains a "Recommended" investment rating for the mechanical industry, indicating a positive outlook for the sector [6]. Core Insights - The low-altitude economy is experiencing significant growth, with the Guangdong-Hong Kong-Macao Greater Bay Area set to add 801 new low-altitude takeoff and landing points by 2025, and a logistics drone route network of 310 lines, showcasing a market potential of over one trillion [3]. - The mechanical equipment sector is expected to maintain steady growth, supported by strong competitive advantages of domestic leading enterprises in both supply and demand [3]. - In December 2025, forklift sales reached 111,363 units, a slight year-on-year increase of 0.03%, with exports growing by 7.97% to 47,556 units [3]. Weekly Market Review - From January 11 to January 16, 2026, the Shanghai Composite Index fell by 0.45%, while the Shenzhen Component Index and the ChiNext Index rose by 1.14% and 1.00%, respectively. The Shenwan Mechanical Equipment Index increased by 1.91%, outperforming the CSI 300 Index by 2.48 percentage points, ranking fifth among 31 Shenwan first-level industries [11]. - Sub-sectors such as general equipment and automation equipment saw increases of 3.11% and 4.19%, respectively, while engineering machinery and rail transit equipment experienced declines of 0.88% and 1.81% [11]. Key Sector Tracking - The report highlights the low-altitude economy's rapid development alongside the establishment of critical safety standards, which are essential for the sustainable growth of the sector [3]. - The mechanical equipment sector's export chain remains robust, with a year-on-year growth of 13.4% in exports for 2025, indicating a positive trend for future growth [3]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Wan Feng Aowei [4]. - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Giant Star Technology and Quan Feng Holdings for the export chain [4].

Market Overview - The military electronics sector experienced a decline of 0.68% on January 21, with Tianjian Technology leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Performance - Notable gainers in the military electronics sector included: - Jingjia Micro (300474) with a closing price of 78.03, up 4.79%, and a trading volume of 264,300 shares, totaling 2.054 billion yuan [1] - New Light Optoelectronics (688011) closed at 68.63, up 4.65%, with a trading volume of 22,200 shares, totaling 150 million yuan [1] - Hongda Electronics (300726) closed at 52.33, up 4.41%, with a trading volume of 146,400 shares, totaling 761 million yuan [1] Capital Flow - The military electronics sector saw a net outflow of 3.125 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.907 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Capital Flow - Key stocks with significant capital flow included: - Qiyi (603712) with a net inflow of 1.29 billion yuan from institutional investors, but a net outflow from retail investors [3] - Jingjia Micro (300474) had a net inflow of 74.5632 million yuan from institutional investors, while retail investors showed a net outflow [3] - Aerospace South Lake (688552) recorded a net inflow of 65.0762 million yuan from institutional investors, indicating strong institutional interest [3]