证券之星消息，1月27日军工电子板块较上一交易日上涨1.39%，盛路通信领涨。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。军工电子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) | | --- | --- | --- | --- | --- | --- | | 002446 | 感骼通信 | 12.46 | 9.97% | 141.01万 | 16.92亿 | | 301050 | 雷电微力 | 59.40 | 6.64% | 25.20万 | 14.55亿 | | 603267 | 湾远电子 | 60.92 | 6.11% | - 14.62万 | 8.67亿 | | 002413 | 雷科防务 | 14.21 | 5.10% | 207.19万 | 29.20亿 | | 001270 | *ST'誠昌 | 150.17 | 5.00% | 7.67万 | 11.27亿 | | 300726 | 宏达电子 | 53.70 | 4.88% | 15.95万 | 8.36亿 | | 000547 | 航天 ...

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].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300474 | 景嘉微 | 78.03 | 4.79% | 26.43万 | | 20.54亿 | | 688011 | 新光光电 | 68.63 | 4.65% | 2.22万 | | 1.50亿 | | 300726 | 宏达电子 | 52.33 | 4.41% | 14.64万 | | 7.61亿 | | 002214 | *ST大立 | 21.16 | 4.34% | 6.69万 | | 1.41亿 | | 688629 | 华丰科技 | 100.20 | 3.66% | 12.97万 | | 12.85 Z | | 002413 | 雷科防务 | 13.03 | 3.09% | 181.43万 | | 23.62亿 | | 002446 | 盛路通信 | 11.13 | 2.87% | 111.62万 | | 12.30亿 | | 603678 | 火炬电子 | 39.64 | 2.83% | 20.03万 | | 7. ...

分红方面，宏达电子A股上市后累计派现11.48亿元。近三年，累计派现5.77亿元。 1月16日，宏达电子涨2.34%，成交额6.42亿元。两融数据显示，当日宏达电子获融资买入额9831.89万 元，融资偿还8281.82万元，融资净买入1550.06万元。截至1月16日，宏达电子融资融券余额合计5.89亿 元。 机构持仓方面，截止2025年9月30日，宏达电子十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股600.18万股，相比上期增加347.81万股。长信国防军工量化混合A（002983）位居第八大 流通股东，持股169.86万股，为新进股东。国泰中证军工ETF（512660）位居第九大流通股东，持股 158.87万股，相比上期减少33.85万股。南方中证1000ETF（512100）位居第十大流通股东，持股150.91 万股，相比上期减少1.45万股。 融资方面，宏达电子当日融资买入9831.89万元。当前融资余额5.87亿元，占流通市值的2.74%，融资余 额超过近一年90%分位水平，处于高位。 责任编辑：小浪快报 融券方面，宏达电子1月16日融券偿还4400.00股，融券卖出100.00 ...

Core Viewpoint - The company, Hongda Electronics, has minimal business dealings with Blue Arrow Aerospace, with revenue from this partnership expected to account for less than 0.01% of total revenue in 2025, indicating a negligible impact on the company's overall performance [1] Group 1 - The company's revenue from Blue Arrow Aerospace is projected to be less than 0.01% of total revenue in 2025 [1] - The minimal business relationship with Blue Arrow Aerospace suggests that any potential impact on the company's financial performance will be very small [1] - Investors are advised to be cautious of market trading risks and to make rational investment decisions to avoid losses due to speculative trading [1]

有投资者问，蓝箭航天是不是公司的客户？宏达电子在互动平台表示，公司与上述公司仅有少量业务， 2025年收入占比不到公司营业总收入的0.01%，占比极低，对公司业绩影响极小。 ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问蓝箭航天是不是公司的客户？ 宏达电子（300726.SZ）1月15日在投资者互动平台表示，公司与上述公司仅有少量业务，2025年收入占 比不到公司营业总收入的0.01%，占比极低，对公司业绩影响极小，敬请广大投资者注意二级市场交易 风险，理性投资决策，避免因概念炒作造成投资损失。 ...

Group 1 - The core point of the news is that Hongda Electronics (300726) announced an investment by its subsidiary, Siwei Technology, to establish a semiconductor special device chip research, design, production, and testing company in Wuxi High-tech Development Zone, with a total planned investment of 1 billion yuan [2][3] - The project will be implemented in two phases: Phase 1 from 2026 to 2028 with an estimated investment of 300 million yuan, and Phase 2 will depend on the actual investment of Phase 1 and future market conditions, with a planned investment of 700 million yuan [2][3] - The investment aims to focus on the high-end semiconductor field, establishing a special semiconductor packaging line and a high-reliability semiconductor chip production line to meet the demand for high-quality semiconductor products in various sectors such as new energy, consumer electronics, and industrial control [3] Group 2 - The investment does not involve related party transactions or constitute a major asset reorganization, and does not require shareholder approval [3] - The project is expected to enhance the company's product matrix and create new revenue growth opportunities while supporting the domestic semiconductor industry's self-sufficiency [3] - The Wuxi National High-tech Industrial Development Zone Management Committee will provide development support policies to ensure the project's success in the Wuxi High-tech Zone [3]

Group 1 - The core point of the news is that Hongda Electronics (300726) announced an investment by its subsidiary, Siwei Technology, to establish a semiconductor special device chip research, design, production, and testing business in Wuxi High-tech Development Zone, with a total planned investment of 1 billion yuan [1][2] - The project will be implemented in two phases: Phase 1 from 2026 to 2028 with an estimated investment of 300 million yuan, and Phase 2 will depend on the actual investment of Phase 1 and future market conditions, with a total investment of 700 million yuan [1][2] - The investment aims to meet the demand for high-quality semiconductor products in sectors such as new energy, consumer electronics, and industrial control, supporting the independent and controllable development of the domestic semiconductor industry [2] Group 2 - The investment does not involve related party transactions and does not constitute a major asset reorganization, thus does not require shareholder approval [2] - The project is expected to enhance the company's product matrix and create new revenue growth opportunities by focusing on high-reliability semiconductor device packaging lines and chip production lines [2] - The Wuxi National High-tech Industrial Development Zone Management Committee will provide development support policies to ensure the project's success in the region [2]