AECC AST(SH:600391) Xin Lang Cai Jing·2026-02-04 02:48Core Viewpoint - The stock of Aviation Industry Corporation of China (Aviation Technology) increased by 5.15% on February 4, reaching a price of 54.12 yuan per share, with a trading volume of 780 million yuan and a turnover rate of 4.50%, resulting in a total market capitalization of 17.867 billion yuan [1] Group 1: Company Overview - Aviation Technology was established on December 28, 1999, and listed on December 12, 2001. The company is located in Chengdu, Sichuan Province, and specializes in the research, development, manufacturing, sales, and service of aircraft engines and gas turbine components [1] - The main business revenue composition includes: domestic aviation and derivative products (63.59%), foreign trade processing (35.26%), and industrial civilian products and others (1.15%) [1] Group 2: Shareholder Information - The top circulating shareholder of Aviation Technology includes a fund from the Fortune Fund, specifically the Fortune CSI Military Industry Leader ETF (512710), which increased its holdings by 809,400 shares in the third quarter, totaling 5.2454 million shares, representing 1.59% of circulating shares. The estimated floating profit today is approximately 13.9003 million yuan [2] - The Fortune CSI Military Industry Leader ETF (512710) was established on July 23, 2019, with a current scale of 10.058 billion yuan. Year-to-date returns are 9.21%, ranking 1130 out of 5562 in its category; the one-year return is 47.62%, ranking 1395 out of 4285; and since inception, the return is 70.69% [2] Group 3: Fund Manager Information - The fund managers of the Fortune CSI Military Industry Leader ETF (512710) are Wang Lele and Niu Zhidong. Wang Lele has a cumulative tenure of 10 years and 182 days, with a total fund asset scale of 43.232 billion yuan, achieving a best fund return of 176.9% and a worst return of -97.19% during his tenure [3] - Niu Zhidong has a cumulative tenure of 10 years and 271 days, managing a total fund asset scale of 18.309 billion yuan, with a best fund return of 142.4% and a worst return of -88.81% during his tenure [3][5] Group 4: Fund Holdings - The Fortune CSI 2000 ETF (563200), managed by Niu Zhidong, holds 2,500 shares of Aviation Technology, accounting for 0.35% of the fund's net value, making it the third-largest holding. The estimated floating profit today is approximately 6,625 yuan [4] - The Fortune CSI 2000 ETF (563200) was established on September 28, 2023, with a current scale of 26.2499 million yuan. Year-to-date returns are 9.37%, ranking 1081 out of 5562 in its category; the one-year return is 59.85%, ranking 722 out of 4285; and since inception, the return is 64.36% [4]