智明达搭热点股价7天涨30% 航天业务尚起步在手订单2000万

Core Viewpoint - The stock price of Zhimin Da (688636.SH) has surged due to the commercial aerospace concept, with a significant increase in share price observed since the beginning of 2026, despite the company's commercial aerospace products being in the early stages of industrialization [1][2]. Group 1: Stock Performance - Zhimin Da's stock price rose from 42.84 CNY per share to a peak of 61.81 CNY per share by January 12, 2026, marking a maximum increase of 44.28% [1][2]. - On January 13, 2026, the stock price fell by 7% to 55.8 CNY per share, but it still recorded a 30.25% increase over the first seven trading days of the year [1][2]. Group 2: Business Overview - The main business of Zhimin Da is providing customized embedded modules and solutions, with a focus on airborne and missile-borne embedded computers [4][5]. - As of the first three quarters of 2025, the revenue from commercial aerospace embedded computers was 2.023 million CNY, accounting for only 3.97% of total revenue during the same period [2][4]. Group 3: Financial Performance - In 2025, Zhimin Da reported a significant increase in performance, achieving a revenue of 512 million CNY, a year-on-year growth of 145.16%, and a net profit of 81.99 million CNY, reversing previous losses [4]. - The company had a backlog of orders (including verbal agreements) amounting to 450 million CNY by the end of September 2025, with a notable increase in orders for airborne and missile-borne products [4]. Group 4: Future Prospects - Zhimin Da has plans to expand its commercial aerospace business, having started developing satellite terminal equipment and other related products, with expectations of high growth in revenue from this sector in the coming years [3][6]. - The company completed a fundraising of 208 million CNY by the end of 2025, aimed at supporting the research and industrialization of unmanned equipment and commercial aerospace embedded computers [6].