中航成飞(302132.SZ)公告称，中航成飞发布2025年半年度报告，公司实现营业收入207.02亿元，同比下 降38.99%；归属于上市公司股东的净利润为9.13亿元，同比下降68.33%。公司计划本报告期不派发现金 红利，不送红股，不以公积金转增股本。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

格隆汇8月27日｜中航成飞(302132.SZ)公告称，中航成飞发布2025年半年度报告，公司实现营业收入 207.02亿元，同比下降38.99%；归属于上市公司股东的净利润为9.13亿元，同比下降68.33%。公司计划 本报告期不派发现金红利，不送红股，不以公积金转增股本。 ...

中航成飞(302132.SZ)公告称，中航成飞发布2025年半年度报告，公司实现营业收入207.02亿元，同比下 降38.99%；归属于上市公司股东的净利润为9.13亿元，同比下降68.33%。公司计划本报告期不派发现金 红利，不送红股，不以公积金转增股本。 ...

人民财讯8月27日电，中航成飞（302132）8月27日晚间披露半年报，2025年上半年，公司实现营业收入 207.02亿元，同比下降38.99%；归属于上市公司股东的净利润9.13亿元，同比下降68.33%；基本每股收 益0.3416元。 ...

中航成飞股份有限公司 2025 年半年度报告 2025 年 8 月 中航成飞股份有限公司 2025 年半年度报告全文 2025 年半年度报告 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人隋少春、主管会计工作负责人蒋敏及会计机构负责人（会计 主管人员）郭洪峰声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中涉及的未来计划和目标等前瞻性陈述不构成公司对投资者的实 质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当理解 计划、预测与承诺之间的差异。 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和 应对措施"部分详细描述了公司经营中可能存在的风险及应对措施，敬请投 资者及相关人士仔细阅读并注意风险。 公司半年度计划不派发现金红利，不送红股，不以公积金转增股本。 1 | 1 | | --- | | 第二节 | 公司简介和主要财务指标 5 | | --- | --- | | 第三节 | ...

Core Viewpoint - 中航成飞's stock price has shown significant growth this year, with a year-to-date increase of 41.12% and a recent surge of 14.38% over the past five trading days [1] Group 1: Financial Performance - 中航成飞 reported a revenue of 33.09 billion yuan for the first quarter of 2025, marking a year-on-year growth of 915.84% [2] - The net profit attributable to shareholders for the same period was 1.56 billion yuan, reflecting a year-on-year increase of 675.74% [2] - Cumulatively, 中航成飞 has distributed 19.59 billion yuan in dividends since its A-share listing, with 17.20 billion yuan distributed over the past three years [3] Group 2: Stock Market Activity - As of August 27, 中航成飞's stock price was 100.40 yuan per share, with a market capitalization of 268.28 billion yuan [1] - The stock has seen a net inflow of 6.28 million yuan from main funds, with significant buying and selling activity recorded [1] - 中航成飞 has appeared on the龙虎榜 twice this year, with the most recent net buy of 898 million yuan on May 12 [1] Group 3: Business Overview - 中航成飞 specializes in the research, production, and sales of strain gauge products and related application systems, with its main business revenue composition being 61.50% from strain control, 23.65% from aviation military products, and 12.59% from intelligent transportation [2] - The company is classified under the defense and military industry, specifically in military electronics [2] - As of August 20, 中航成飞 had 77,700 shareholders, with an average of 7,544 circulating shares per shareholder [2]

Group 1 - The issuance of satellite internet licenses marks a significant step towards commercial operations in China's satellite internet sector [1] - As of August 25, 2025, the Zhongzheng National Defense Index (399973) rose by 1.56%, with notable increases in constituent stocks such as Zhongke Xingtou (688568) up 11.97% and Hongyuan Electronics (603267) up 6.86% [1] - The National Defense ETF (512670) increased by 1.62%, with the latest price reported at 0.88 yuan [1] Group 2 - The National Defense ETF closely tracks the Zhongzheng National Defense Index, which includes listed companies under the top ten military industrial groups and those providing equipment to the armed forces [2] - As of July 31, 2025, the top ten weighted stocks in the Zhongzheng National Defense Index accounted for 43.88% of the index, with companies like AVIC Shenyang Aircraft (600760) and AVIC Aviation Power (600893) among the leaders [2] - The management and custody fees for the National Defense ETF are the lowest in its category at 0.40% [2]

Group 1 - The A-share market indices have risen again, with the Shanghai Composite Index stabilizing above 3800 points, driven by strong performances in sectors such as optical modules, optical chips, and real estate [1] - The aerospace ETF (159227), which has the highest military content in the market, reached a new high, with a trading volume of 140 million yuan, maintaining its position as the largest aerospace ETF since its inception, with a total scale of 1.021 billion yuan [1] - The military industry is significantly influenced by the five-year planning, with the 2025 "14th Five-Year Plan" marking a critical period for military construction, leading to an expected acceleration in order demand [1] Group 2 - Jianghai Securities maintains a long-term positive outlook on the military sector, citing three main reasons: qualitative changes in the defense industry fundamentals, ongoing regional instability driving military trade growth, and the low probability of significant adjustments in military stocks ahead of the upcoming military parade [2] - The aerospace ETF (159227) tracks the National Aerospace Index, with a high concentration of 97.86% in the primary military industry, focusing on the aerospace segment and covering leading companies across the entire industry chain, aligning with the "aerospace integration" strategic direction [2]

Group 1 - The A-share market indices continued to rise, with the Shanghai Composite Index stabilizing above 3800 points, driven by the defense and military sector, particularly the aerospace ETF (159227) which saw a 1.05% increase and a trading volume of 783.1 million yuan, leading its category [1] - The aerospace ETF has attracted significant capital attention ahead of the upcoming military parade on September 3, achieving a net inflow of funds for two consecutive trading days, with the latest scale reaching 1.021 billion yuan, a record high since its establishment [1] - The military construction plan for the "14th Five-Year Plan" is in a critical phase of capability integration delivery, with expected acceleration in order demand, while the "15th Five-Year Plan" will provide a clear development blueprint for the military industry over the next three to five years [1] Group 2 - Jianghai Securities maintains a long-term positive outlook on the military industry, citing three main reasons: qualitative changes in the fundamentals of national defense and military, ongoing regional instability driving military trade growth, and limited probability of significant adjustments in the military sector ahead of the parade [2] - The aerospace ETF closely tracks the National Aerospace Index, focusing on core areas of military aerospace, with a high concentration in the military industry, where the first-level military industry accounts for 97.86% of the index [2] - The component stocks of the aerospace ETF have a weight of 66.8% in aerospace equipment, significantly surpassing other military indices, indicating the ETF's high purity in military exposure [2]

Group 1 - The defense and military industry sector is experiencing heightened activity as the countdown to the military parade approaches, with the defense military ETF (512810) rising over 1% in early trading on August 25, 2023, and achieving a trading volume exceeding 70 million yuan within the first 40 minutes [1][3] - The defense military ETF has shown strong performance, recording a three-week consecutive increase with a total weekly trading volume of 731 million yuan, marking a historical high [3] - Historical data indicates that significant military parades typically lead to excess returns in the defense and military sector, with the military industry index showing maximum gains of 47% and 16% before the 2015 and 2019 parades, respectively [3] Group 2 - The ETF (512810) encompasses a range of themes including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion, making it an efficient tool for investing in core assets of the defense and military sector [3] - Notable stocks within the ETF include AVIC Chengfei, which saw its stock price rise over 9%, reaching a historical high, while other companies like Zhongjian Technology and Huafeng Technology also experienced gains exceeding 7% [1][3]