证券代码：002179 证券简称：中航光电 公告编号：2026-012号 中航光电科技股份有限公司 2025年度业绩快报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示 本公告所载 2025 年度的财务数据仅为初步核算数据，未经会计师事务所审 计，与年度报告中披露的最终数据可能存在差异，请投资者注意投资风险。 一、2025 年度主要财务数据和指标 单位：人民币元 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（%） | | --- | --- | --- | --- | | 营业总收入 | 21,301,291,936.45 | 20,685,528,503.12 | 2.98% | | 营业利润 | 2,636,618,971.03 | 3,729,367,671.72 | -29.30% | | 利润总额 | 2,663,578,703.56 | 3,764,188,357.46 | -29.24% | | 归属于上市公司股东的净利润 | 2,123,545,616.36 | 3,354,288,683.06 | -36.69% | | ...

Group 1 - Zhongke Shuguang, based in Beijing, is a leading enterprise in high-performance computing, cloud computing, and big data, with a comprehensive self-developed technology system in computing infrastructure [1][29] - The company collaborates with top research institutions to develop quantum computing supporting technologies and has launched dedicated computing infrastructure for quantum computing [1][29] - Future prospects include becoming a core service provider for quantum computing industrialization, leveraging national computing network construction and quantum technology policies [1][29] Group 2 - iFlytek, located in Hefei, is a leader in intelligent voice and AI, focusing on the integration of quantum computing and AI applications [2][30] - The company aims to optimize AI model training efficiency using quantum computing's parallel processing advantages and explores quantum algorithms in various fields [2][30] - Future developments may lead to differentiated advantages in quantum intelligent interaction and optimization algorithms [2][30] Group 3 - Hengtong Optic-Electric, based in Suzhou, is a global leader in optical communication and energy interconnection, with a significant market share in quantum communication [3][31] - The company has developed quantum key distribution (QKD) equipment and has a market share of over 40% in quantum optical cables [3][31] - Future strategies include enhancing core devices and exploring the integration of quantum communication with marine communication [3][31] Group 4 - Aerospace Electronics, located in Beijing, is a core enterprise in aerospace electronic information, focusing on quantum sensing and navigation technologies [4][32] - The company develops high-precision aerospace sensors based on quantum effects and supports the construction of space-based quantum communication networks [4][32] - Future advancements may position the company as a key supplier in aerospace quantum technology applications [4][32] Group 5 - Zhongtian Technology, based in Nantong, specializes in optical cables and renewable energy, focusing on the infrastructure for quantum key distribution networks [5][34] - The company collaborates with other quantum technology firms to provide supporting equipment for quantum communication systems [5][34] - Future efforts may include the development of specialized optical devices and solutions for quantum communication [5][34] Group 6 - Huagong Technology, located in Wuhan, is a leader in laser processing and optoelectronic devices, focusing on core optical devices needed for quantum communication [6][35] - The company aims to become a key supplier of quantum communication components and explore quantum sensing technology applications [6][35] - Future developments may enhance the company's position in the quantum communication market [6][35] Group 7 - China West Electric, based in Xi'an, focuses on quantum sensing technology applications in power systems, developing high-precision monitoring sensors [7][36] - The company aims to enhance the stability and intelligence of power systems through quantum sensing technology [7][36] - Future strategies may solidify the company's core advantages in quantum monitoring and precision measurement [7][36] Group 8 - AVIC Optoelectronics, located in Luoyang, specializes in high-precision connectors and optoelectronic components for quantum communication and computing [8][37] - The company aims to support the miniaturization and integration of quantum devices through its advanced manufacturing capabilities [8][37] - Future developments may expand the company's role in the quantum technology supply chain [8][37] Group 9 - Southern Power Grid Digital, based in Guangzhou, focuses on digital power grid solutions and quantum key distribution technology in power systems [9][38] - The company aims to establish a quantum security protection system for critical power infrastructure [9][38] - Future initiatives may position the company as a benchmark in quantum security applications within the power industry [9][38] Group 10 - China Great Wall, located in Beijing, is a leader in self-controlled computing and information security, focusing on post-quantum cryptography [10][39] - The company develops solutions to ensure information system security in the quantum computing era [10][39] - Future advancements may enhance the company's offerings in quantum security solutions [10][39] Group 11 - Kehua Data, based in Xiamen, specializes in data center infrastructure and energy management, providing power solutions for quantum computing facilities [11][41] - The company aims to become a core supplier for quantum computing infrastructure as the industry grows [11][41] - Future developments may optimize energy solutions for quantum computing centers [11][41] Group 12 - State Grid Information Communication, located in Beijing, focuses on digital power and information communication, exploring quantum key distribution in power networks [12][42] - The company aims to enhance the security of power communication networks through quantum technology [12][42] - Future strategies may solidify the company's role in promoting quantum communication applications in the power sector [12][42] Group 13 - Tiantong Co., based in Haining, specializes in magnetic materials and sapphire crystals, focusing on high-performance sapphire substrates for quantum computing [13][43] - The company aims to become a key supplier of materials essential for quantum chip manufacturing [13][43] - Future developments may expand the application of quantum materials in various quantum devices [13][43] Group 14 - Shenzhou Information, a leader in financial technology, focuses on quantum key distribution in the financial sector [14][44] - The company aims to build a quantum security financial service system to protect financial data [14][44] - Future initiatives may enhance the integration of quantum technology in financial services [14][44] Group 15 - Qiming Star, located in Beijing, is a leader in network security, focusing on the development of post-quantum cryptography technologies [15][45] - The company aims to provide comprehensive network security solutions to protect against quantum computing threats [15][45] - Future advancements may position the company as a core service provider in post-quantum security [15][45] Group 16 - Electric Science Network Security, based in Chengdu, focuses on quantum security technologies, including quantum key distribution and post-quantum cryptography [16][47] - The company aims to become a key player in quantum security for critical information infrastructure [16][47] - Future developments may enhance the company's capabilities in quantum security solutions [16][47] Group 17 - Keda Guokai, located in Hefei, focuses on the intersection of quantum computing and big data, developing algorithms for quantum data processing [17][48] - The company aims to accelerate the industrialization of quantum computing technologies [17][48] - Future initiatives may open new growth opportunities in the intelligent software industry [17][48] Group 18 - Guangdong Measurement, based in Guangzhou, specializes in calibration and testing services for quantum technology products [18][49] - The company aims to ensure the measurement accuracy and stability of quantum devices [18][49] - Future developments may position the company as a core calibration service provider in the quantum technology sector [18][49] Group 19 - Dongxin Peace, located in Zhuhai, focuses on quantum key distribution technology for IoT security applications [19][50] - The company aims to enhance the security of IoT devices and data transmission through quantum technology [19][50] - Future initiatives may solidify the company's position in the quantum security market for IoT [19][50] Group 20 - Hengbao Co., based in Zhenjiang, specializes in smart cards and financial technology, focusing on quantum security in financial transactions [20][51] - The company aims to develop quantum secure payment systems to protect financial data [20][51] - Future developments may enhance the company's offerings in quantum security applications within the financial sector [20][51] Group 21 - Datang Telecom, located in Beijing, focuses on integrated circuit design and quantum communication chip development [21][52] - The company aims to support the miniaturization and integration of quantum devices through specialized chips [21][52] - Future advancements may position the company as a key supplier in the quantum chip market [21][52] Group 22 - Guomin Technology, based in Shenzhen, focuses on post-quantum cryptography for security chips in various industries [22][54] - The company aims to ensure the security of devices and data in the quantum computing era [22][54] - Future developments may enhance the company's capabilities in the quantum security chip market [22][54]

Core Viewpoint - The commercial aerospace sector in A-shares is experiencing a rebound, with significant investment inflows and upcoming launches indicating a positive outlook for the industry [1][2]. Group 1: Market Performance - On February 9, A-shares' three major indices collectively rebounded, with the aerospace sector rising accordingly [1]. - The Aerospace ETF (159227) increased by 1.25%, with a trading volume of 264 million yuan, and its holdings saw Long Ying Tong rise over 12% [1]. - The Aerospace ETF has recorded net inflows for three consecutive trading days, totaling over 108 million yuan, with a current scale of 3.417 billion yuan, maintaining the top position among its peers [1]. Group 2: Industry Developments - On February 7, China successfully launched a reusable experimental spacecraft using the Long March 2F rocket from the Jiuquan Satellite Launch Center [1]. - The commercial aerospace sector is expected to enter a period of intensive launches in 2023, with additional rockets like Long March 12 and Zhi Hang 1 scheduled for February [1]. - According to Zhongtai Securities, the global commercial aerospace industry is anticipated to experience a boom over the next two years, driven by technological advancements and increasing demand for launch services, satellite networking, space computing, and space photovoltaics [1]. Group 3: ETF Composition - The Aerospace ETF (159227) ranks first in scale among its peers, closely tracking the National Aerospace Index, covering key players in the entire industry chain, including fighter jets, aircraft engines, rockets, missiles, satellites, and radars [2]. - The ETF aligns perfectly with the "integrated aerospace" strategic direction, encompassing large aircraft, commercial aerospace, and low-altitude economy, with a high commercial aerospace content of 69.65% [2]. - The top ten holdings include industry leaders such as Aerospace Development, China Satellite, Aerospace Electronics, AVIC Aircraft, and AVIC High-Tech [2].

Group 1 - The aerospace industry index (CN5082) has seen a strong increase of 1.28%, with notable gains from stocks such as Changying Tong up 13.91%, Hangyu Technology up 5.65%, and Hangya Technology up 4.56% [1] - The aerospace ETF (159227) rose by 1.25%, with the latest price reported at 1.46 yuan [1] - The aerospace ETF has experienced continuous net inflows over the past three days, with a maximum single-day net inflow of 74.29 million yuan, totaling 110 million yuan, and an average daily net inflow of 36.52 million yuan [1] Group 2 - Global rocket launch frequency is increasing, with significant plans for satellite launches from various countries, including six planned missions by Starlink in February, alongside launches from Russia, France, Japan, and India [2] - The successful launch of the Long March 2F rocket on February 7 is part of China's ongoing efforts, with additional launches planned for February, including Long March 12 and Zhihang 1 rockets [2] - The aerospace ETF closely tracks the aerospace index and covers key industry segments such as aerospace equipment, satellite navigation, and new materials, with a high weight of 70% in commercial aerospace concepts [2]

Group 1 - The A-share market showed mixed performance on February 6, with the aerospace sector experiencing a pullback, as evidenced by the aerospace ETF (159227) declining by 1.29% and achieving a trading volume of 202 million yuan, maintaining its position as the leader in its category [1] - Recent trends indicate a "buy the dip" strategy among investors, with the aerospace ETF seeing net inflows in 8 out of the last 10 trading days, totaling 548 million yuan, bringing its latest scale to 3.473 billion yuan, the largest among its peers [1] - The commercial aerospace sector is witnessing significant developments, including the FCC's acceptance of SpaceX's proposal for a non-geostationary satellite system, which could enable the deployment of up to one million satellites for AI model training [1] Group 2 - According to Dongwu Securities, by 2026, the commercial aerospace sector is expected to experience a convergence of technological closure, order releases, and capital premiums, with China's commercial aerospace industry entering a rapid acceleration phase to catch up [2] - The aerospace ETF (159227) ranks first in its category, closely tracking the National Aerospace Index, covering a full industry chain from fighter jets to satellites, with a high commercial aerospace content of 69.65% [2] - The top ten holdings of the aerospace ETF include industry leaders such as Aerospace Development, China Satellite, and Aviation Industry Corporation of China [2]

2月6日，截止午间收盘，通用航空ETF鹏华（563870）跌1.13%，报0.959元，成交额404.20万元。通用 航空ETF鹏华（563870）重仓股方面，航天电子截止午盘跌0.15%，海格通信涨1.73%，中国卫通涨 0.32%，北斗星通涨0.75%，中科星图涨0.33%，雷科防务跌1.30%，华测导航跌0.34%，航天彩虹跌 0.51%，西部超导涨0.24%，中航机载跌2.20%。 来源：新浪基金∞工作室 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 通用航空ETF鹏华（563870）业绩比较基准为中证通用航空主题指数收益率，管理人为鹏华基金管理有 限公司，基金经理为钟成亮，成立（2025-12-31）以来回报为-3.81%，近一个月回报为-3.81%。 ...

Core Viewpoint - The aerospace industry is experiencing positive momentum with significant investments and developments in commercial space, driven by advancements in technology and military trade expectations [1][2]. Group 1: Market Performance - The CN5082 aerospace industry index shows mixed performance among its constituent stocks, with Changyingtong leading at a 5.37% increase, while Beimo Gaoke is the biggest loser [1]. - The Aerospace ETF (159227) is currently priced at 1.46 yuan, reflecting active trading with a turnover rate of 6.18% and a transaction volume of 2.12 billion yuan [1]. Group 2: Investment Trends - There has been a net inflow of 1.05 billion yuan into the Aerospace ETF over the past five trading days, averaging a daily net inflow of 21.08 million yuan [1]. - The commercial space sector is attracting capital despite market fluctuations, indicating strong investor interest [1]. Group 3: Future Outlook - Shanxi Securities highlights increasing expectations for military trade, with a significant number of rocket launches planned by the end of 2025 and accelerated deployment of satellite internet [1]. - The year 2026 is projected to be pivotal for the aerospace industry, with multiple new medium and large rockets set for their inaugural flights and advancements in reusable technology [1]. - The commercial aerospace sector is anticipated to enter a period of explosive growth as capacity constraints are effectively addressed [1]. Group 4: ETF Composition - The Aerospace ETF closely tracks the CN5082 index, covering critical segments such as aerospace equipment, satellite navigation, and new materials, with commercial aerospace concepts accounting for 70% of its weight [2]. - The top ten holdings include industry leaders like Aerospace Development, China Satellite, and AVIC [2].

Core Viewpoint - The company is currently preparing its annual report and is in the process of finalizing its full-year performance, with relevant business information to be confirmed in the annual report [1] Group 1 - The company, AVIC Optoelectronics (002179), is responding to investor inquiries regarding its annual report preparation [1] - The company's full-year performance is still being verified, indicating that the final results are not yet available [1] - Investors are advised to refer to the company's annual report for accurate business information [1]

流动性方面，航空航天ETF盘中换手8.27%，成交2.87亿元。拉长时间看，截至2月4日，航空航天ETF近 1月日均成交7.12亿元。 消息面上，天兵科技官微2月4日宣布，其酒泉卫星测发技术厂房于近日通过预验收评审。这是国内商业 航天首个卫星测发技术厂房。天兵科技表示，酒泉卫星厂房的落地，标志着天兵科技从火箭自研、规模 智造到测试发射的全链路闭环，正式走向工程化应用。未来可将单箭发射效率提升100%，组网成本降 低30%以上，保障每年60次以上的高频发射能力。 截至2026年2月5日 13:33，国证航天航空行业指数(CN5082)成分股方面涨跌互现，北摩高科领涨 10.00%，航发科技上涨4.36%，航材股份上涨2.77%；中国卫星领跌。航空航天ETF(159227)最新报价 1.47元。 浙商证券指出，火箭运力为国内低轨星座建设的中短期瓶颈，未来五年内G60、GW及其他商业计划总 计发射约1.3万颗，假设1箭10星，则对应发射次数则从2025年的54次增长到2030年860次，CAGR约 74%。 航空航天ETF（159227）紧密跟踪国证航天指数，覆盖航空装备、航天装备、卫星导航、新材料等关键 产业链环 ...

Group 1 - The core point of the article is that as of January 30, 2026, the number of shareholders for AVIC Optoelectronics is reported to be 170,024 [2]