证券日报网12月5日讯 菲利华（300395）在12月5日回答调研者提问时表示，公司高纯合成石英砂项目 正处于研发过程中，目前已进入中试阶段。 ...

证券日报网12月5日讯菲利华（300395）在12月5日回答调研者提问时表示，公司自2017年研发石英电子 布以来，开拓了一批优质的全球覆铜板厂商客户，并与下游国际知名企业建立了稳定合作关系。 ...

证券代码：300395 证券简称：菲利华 湖北菲利华石英玻璃股份有限公司投资者关系活动记录表 | | □ 特定对象调研 分析师会议 | | □ | | --- | --- | --- | --- | | 投资者关系活动 | □ 媒体采访 业绩说明会 | | □ | | 类别 | □ 新闻发布会 路演活动 | | □ | | | □ 现场参观 | | | | | 其他（线上会议） | ☑ | | | | 中信证券资产管理有限公司、江苏银创资本管理有限公司、浙商 | | | | | 证券资产管理有限公司、景德镇国控金融发展有限公司、物产中 | | | | | 大投资集团有限公司、深圳纽富斯投资管理有限公司、深圳市汇 | | | | | 金盛投资有限公司、黑晶资本管理有限公司、武汉唯尔思股权投 | | | | | 资基金管理有限公司、深圳前海岳瀚资产管理有限公司、武汉晟 | | | | | 维私募基金管理有限公司、广东大兴华旗资产管理有限公司、上 | | | | | 海鸿富私募基金管理有限公司、中信兴业投资集团有限公司、上 | | | | | 海顶天投资有限公司、上海半导体装备材料产业投资管理有限公 | | | | ...

Core Insights - The China Defense Index (399973) has shown a strong increase of 2.04%, with notable gains from constituent stocks such as Western Materials (10.03%), Yingliu Co. (6.21%), and Ruichuang Micro-Nano (5.19%) [1] - The commercial aerospace sector is experiencing significant catalysts, with a recent forum showcasing advancements in rocket launches, satellite management, and in-orbit services, indicating unprecedented development opportunities in China's commercial aerospace [1] - Wanlian Securities predicts that by 2025, China's commercial aerospace industry will enter a critical acceleration phase, driven by technological breakthroughs and scale expansion across the entire industry chain [1] Industry Overview - The China Defense ETF closely tracks the China Defense Index, which includes listed companies under the top ten military industrial groups and those providing weaponry and equipment to the armed forces [2] - As of November 28, 2025, the top ten weighted stocks in the China Defense Index account for 44.06% of the index, with key players including AVIC Shenyang Aircraft (600760) and AVIC Power (600893) [2]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问：公司的超薄电子石英布小批量测试这么久了， 预计什么时候通过认证并获得大批量订单？ 菲利华（300395.SZ）12月4日在投资者互动平台表示，目前公司研发的超薄石英电子布产品正处于客户 端小批量测试及终端客户的认证阶段。 ...

证券日报网讯12月4日，菲利华（300395）在互动平台回答投资者提问时表示，公司一直以来与主要光 纤光棒生产厂家保持着长期战略合作关系。 ...

证券日报网讯 12月4日，菲利华在互动平台回答投资者提问时表示，石英电子布因其优异的介电损耗和 超低的膨胀系数，是应用于高频高速覆铜板（CCL）的优选材料。公司拥有石英砂、石英棒、石英纤 维、石英电子布全产业链垂直一体化的研发和生产能力。 （编辑 楚丽君） ...

格隆汇12月4日丨菲利华(300395.SZ)在互动平台表示，目前公司研发的超薄石英电子布产品正处于客户 端小批量测试及终端客户的认证阶段。 ...

人民财讯12月4日电，菲利华（300395）12月4日在互动平台表示，目前公司研发的超薄石英电子布产品 正处于客户端小批量测试及终端客户的认证阶段。 ...

Core Insights - The successful launch of the Zhuque-3 rocket marks a significant milestone for China's commercial space industry, addressing the core issue of insufficient launch capacity [1] - The launch validates the rocket's basic launch capabilities, enabling it to undertake commercial orders [1] - The establishment of the National Commercial Space Administration is expected to optimize management and catalyze growth in the commercial space sector during the 14th Five-Year Plan period [1] Industry Developments - The successful launch is anticipated to accelerate the construction of satellite internet constellations and open new business models such as space tourism and space manufacturing [1] - Several reusable rockets, including Long March 12A and Tianlong 3, are lined up for their maiden flights, indicating a period of intensive validation and potential explosive growth in the industry [1] Market Performance - As of December 4, 2025, the CSI Defense Index (399973) rose by 1.07%, with notable increases in stocks such as Aerospace Electronics (600879) up 8.82% and Yingli Technology (300395) up 4.35% [1] - The National Defense ETF (512670) also saw a rise of 0.91%, reflecting positive market sentiment towards defense-related stocks [1] Index Composition - The CSI Defense Index includes stocks from the top ten military industrial groups and companies that provide weaponry or have contracts with the military, reflecting the overall performance of defense industry stocks [2] - As of November 28, 2025, the top ten weighted stocks in the index accounted for 44.06% of the total index, with significant players including AVIC Shenyang Aircraft (600760) and Aero Engine Corporation of China (600893) [2]