证券日报网讯 1月8日，航发动力在互动平台回答投资者提问时表示，为了保证信息披露的公平性，公 司在定期报告中披露相应时点的股东人数信息，截至2025年10月31日，公司股东人数为130791户。公司 拟于2026年4月2日披露2025年年度报告，届时请关注。 （文章来源：证券日报） ...

证券日报网讯 1月8日，航发动力在互动平台回答投资者提问时表示，公司严格按照信息披露及信息披 露豁免等法律法规、规范性文件要求披露公司相关信息，不存在应披露未披露的情形。2017年至2020年 期间，公司生产经营状况良好，营业收入及归母净利润均保持了良好的增长趋势。 （文章来源：证券日报） ...

Group 1 - The company,航发动力, is responsible for the manufacturing of certain units and components of the Changjiang series engines [1] - The company is currently progressing with the certification work according to the project plan set by the main contractor [1]

Core Viewpoint - The company emphasizes its commitment to focusing on the aviation engine core business, aiming to drive long-term development and create real value for investors through transparent and standardized information disclosure [1] Company Focus - The company is dedicated to the aviation engine sector, indicating a strategic focus that aligns with its long-term growth objectives [1] - The commitment to transparency and standardized information disclosure reflects the company's intention to build trust with investors and the market [1]

Core Viewpoint - The company emphasizes its mission of strengthening national defense and contributing to technological advancements, focusing on key core technology breakthroughs to maintain its competitive edge in the aviation engine industry [1] Group 1 - The company is committed to continuous research in new materials, processes, and technologies [1] - The goal is to establish itself as a world-class aviation engine enterprise [1]

中国航发动力股份有限公司 2026 年第一次临时股东会 会 议 材 料 中国航发动力股份有限公司 2026 年第一次临时股东会 2026 年 1 月 16 日 中国航发动力股份有限公司 2026 年第一次临时股东会 会议须知 根据中国证监会《上市公司股东会规则》和《公司章程》等 有关规定，为确保公司股东会顺利召开，特制订会议须知如下， 望出席股东会的全体人员遵守执行： 一、股东参加股东会，应当认真履行其法定义务，不得侵犯 其他股东权益； 二、股东会期间，全体出席人员应以维护股东的合法利益、 确保会议正常秩序和议事效率为原则，认真履行法定职责； 三、出席会议的股东依法享有发言权、咨询权、表决权等各 项权利，但需由公司统一安排发言和解答； 四、任何人不得扰乱会议的正常秩序和会议程序；会议期间 请关闭手机或将其调整至静音状态。 中国航发动力股份有限公司 2026 年第一次临时股东会 会议议程 会议时间：2026 年 1 月 16 日 14 点 00 分 会议地点：西安市未央区中国航发动力股份有限公司科教文中心 第二会议室 具体议程： | 序号 | 内容 | 第 | 1 | 项 | 宣布会议开始 | | | | -- ...

Core Viewpoint - The domestic aircraft carrier concept has seen a significant increase of 4.70%, leading the gains among concept sectors, with 33 stocks rising, including notable performers like Hailanxin, which hit a 20% limit up [1][2]. Group 1: Market Performance - The domestic aircraft carrier sector recorded a net inflow of 2.284 billion yuan, with 24 stocks experiencing net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2]. - Hailanxin led the net inflow with 888.7 million yuan, followed by China Shipbuilding, AVIC Aircraft, and AVIC Xi'an Aircraft, with net inflows of 726 million yuan, 525 million yuan, and 281 million yuan respectively [2][3]. - The top gainers in the domestic aircraft carrier sector included Hailanxin (20%), China First Heavy Industries (10.07%), and AVIC Aircraft (9.99%) [1][3]. Group 2: Stock Performance - The stocks with the highest net inflow ratios included AVIC Heavy Industry (43.69%), China First Heavy Industries (38.62%), and Hailanxin (24.87%) [3]. - Other notable performers in terms of daily gains included AVIC Xi'an Aircraft (5.60%), China Shipbuilding (4.09%), and Taihao Technology (7.67%) [1][3]. - Conversely, stocks that experienced declines included Bowei Alloy (-1.04%), Zhenxin Technology (-0.31%), and Haohua Technology (-0.18%) [1][5].

Group 1 - The company,航发动力, clarified that it does not engage in the manufacturing of rocket engines used for commercial satellite launches [1] - The company continues to focus on the research and development, as well as the manufacturing of aircraft engines and gas turbines [1] - The company's goal is to become a world-class aircraft engine enterprise [1]

Core Viewpoint - The aerospace ETF Tianhong (159241) is experiencing significant trading activity, with a turnover of 16.25% and a transaction volume of 97.0861 million yuan, reflecting a strong market interest in the aerospace sector [1] Product Highlights - The Tianhong aerospace ETF (159241) tracks the National Aerospace Industry Index, which covers over 68% of the aerospace and aviation equipment sectors, making it the highest "aerospace content" military index in the market [1] - The top ten holdings include major state-owned enterprises such as AVIC and Aero Engine Corporation, providing both stability from core assets and growth potential from smaller market cap companies [1] Hot Events - The first stainless steel rocket super factory in China has commenced construction, aiming for an annual production capacity of 25 rockets. This facility represents a significant advancement in high-end manufacturing for commercial aerospace in Hangzhou, with a total investment of 5.2 billion yuan [1] Institutional Viewpoints - CITIC Securities indicates that the commercial aerospace industry is entering a new era supported by national policies and technological breakthroughs. The development is characterized by a synergy between state-owned and private enterprises [2] - Successful overseas commercial aerospace development relies on the collaboration of policy, technology, and business models, as seen in the U.S. and Europe [2] Business Models - Companies like SpaceX have achieved profitability through a closed-loop industrial chain, while others like Planet Labs generate stable cash flow through standardized data subscription services. China's commercial aerospace sector needs to enhance legislative and procurement support while leveraging manufacturing advantages to tackle cost reduction in reusable rockets [3]

Group 1 - The core point of the news is that President Trump proposed a military budget of $1.5 trillion for 2027, representing a 66% increase from the previous budget of $901 billion for 2026, citing the current turbulent and dangerous times [1] - The commercial aerospace sector is experiencing a strong recovery, with defense and military performance outperforming satellites, attributed to the importance of rocket reusability, particularly in engines and electronic control systems [1] - The defense industry is expected to gradually enter a recovery phase by 2026, with an upward trend in military spending anticipated due to new five-year plans and the goal of achieving a century of military development by 2027 [1] Group 2 - As of January 8, 2026, the China Securities Defense Index rose by 4.46%, with significant gains in component stocks such as Aerospace Nanhai (up 19.52%) and Aerospace Electric (up 10.01%) [2] - The Defense ETF closely tracks the China Securities Defense Index, which includes listed companies under major military groups and those providing equipment to the armed forces, reflecting the overall performance of the defense industry [2] - The top ten weighted stocks in the China Securities Defense Index as of December 31, 2025, include Aerospace Electronics and Aero Engine Corporation, collectively accounting for 42.34% of the index [2]