Core Viewpoint - The company primarily engages in the research, production, sales, and service of forged products in the aerospace, aviation, and shipbuilding industries, and has not yet applied integrated die-casting technology [2] Group 1 - The company focuses on the aerospace, aviation, and shipbuilding sectors for its forged products [2] - The company has not yet implemented integrated die-casting technology in its operations [2]

证券日报网讯 1月9日，三角防务在互动平台回答投资者提问时表示，截至2025年12月20日，公司股东 总数53163户。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月9日，三角防务在互动平台回答投资者提问时表示，截至2025年12月31日，公司股东 总数47983户。 ...

证券日报网讯1月9日，三角防务（300775）在互动平台回答投资者提问时表示，截至目前，公司未与 GEV公司开展合作。 ...

| 证券代码：300775 | 证券简称：三角防务 | 公告编号：2026-002 | | --- | --- | --- | | 债券代码：123114 | 债券简称：三角转债 | | 西安三角防务股份有限公司 关于使用部分闲置募集资金进行现金管理赎回并继续进行现 金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 西安三角防务股份有限公司（以下简称"公司"）第三届董事会 第二十三次会议、第三届监事会第十八次会议和 2025 年第三次临时 股东大会分别审议通过了《关于使用部分闲置募集资金及自有资金进 行现金管理的议案》, 同意在不影响公司正常经营、募集资金投资项 目建设进度及确保资金安全的情况下，公司（含子公司）使用额度不 超过人民币 106,000 万元的闲置募集资金（其中向不特定对象发行可 转换公司债券闲置募集资金不超过人民币 12,000 万元，向特定对象发 行股票闲置募集资金不超过人民币 94,000 万元）及额度不超过人民币 200,000 万元闲置自有资金进行现金管理，使用期限为自股东大会审 议通过之日起 12 个月内，在上述额度内 ...

（文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，三角防务收盘价为33.81元，上涨4.42%，本期筹码集中以来股价累 计上涨15.39%。具体到各交易日，8次上涨，5次下跌。 公司发布的三季报数据显示，前三季公司共实现营业收入12.47亿元，同比下降8.51%，实现净利润3.75 亿元，同比增长25.64%，基本每股收益为0.6800元，加权平均净资产收益率6.36%。（数据宝） 三角防务1月9日披露，截至12月31日公司股东户数为47983户，较上期（12月20日）减少5180户，环比 降幅为9.74%。这已是该公司股东户数连续第2期下降。 ...

格隆汇1月9日丨三角防务(300775.SZ)在投资者互动平台表示，截至目前，公司未与GEV公司开展合 作。 ...

格隆汇1月9日丨三角防务(300775.SZ)在投资者互动平台表示，截至目前，公司未与GEV公司开展合 作。 ...

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].

Investment Rating - The report maintains a positive outlook on the civil aviation manufacturing industry, indicating it will become a significant growth area for China's aerospace manufacturing sector [1][5]. Core Insights - The civil aviation manufacturing sector is expected to mirror the success of the U.S. aerospace industry, where commercial aircraft manufacturing is a major source of revenue and profit for companies like Boeing and GE Aviation [2][55]. - The C919 aircraft is set to lead the development of China's civil aviation manufacturing industry, with a production capacity expected to reach 200 units per year by 2029 [3][56]. - The aftermarket for civil aviation in China is projected to be vast, with the country potentially becoming the largest single aviation market globally by 2044 [4][5]. Summary by Sections Civil Aviation Manufacturing Growth - Civil aviation manufacturing in China is anticipated to grow significantly, driven by the C919's commercial operations and the development of a domestic supply chain [1][5]. - The report highlights that the domestic aviation manufacturing industry is beginning to catch up, with a focus on increasing the localization rate of components [3][4]. C919 Aircraft Development - The C919 aircraft, with over 1,000 orders, is expected to enhance production and delivery capabilities, marking a significant milestone in China's aviation history [3][56]. - The aircraft's production model involves a high degree of localization, with over 50% of its components sourced domestically [3][56]. Aftermarket Opportunities - The civil aviation aftermarket in China is projected to expand, with an increase in the number of approved civil aviation products and components [4][5]. - The report notes that the penetration of domestic materials is expected to rise, helping airlines reduce procurement costs and improve supply chain reliability [4][5]. Investment Opportunities - The report suggests focusing on investment opportunities within the civil aviation manufacturing supply chain, including companies involved in aircraft body manufacturing, materials, engines, and onboard equipment [5]. - Key companies mentioned include AVIC Xi'an Aircraft Industry, AVIC Harbin Aircraft Industry, and various suppliers of materials and components [5].