光智科技所属申万行业为：电子-光学光电子-光学元件。所属概念板块包括：航天军工、军民融合、第 三代半导体、核污染防治、无人机等。 截至12月19日，光智科技股东户数2.10万，较上期增加5.00%；人均流通股6531股，较上期减少4.76%。 2025年1月-9月，光智科技实现营业收入14.43亿元，同比增长51.11%；归母净利润-899.40万元，同比增 长64.46%。 分红方面，光智科技A股上市后累计派现993.71万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，光智科技十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股85.25万股，为新进股东。 责任编辑：小浪快报 12月23日，光智科技盘中上涨2.01%，截至13:51，报45.73元/股，成交1.36亿元，换手率2.20%，总市值 62.96亿元。 资金流向方面，主力资金净流出170.90万元，特大单买入598.05万元，占比4.39%，卖出659.44万元，占 比4.84%；大单买入2972.67万元，占比21.80%，卖出3082.19万元，占比22.60%。 光智科技今年以来股价跌16.37%，近5 ...

Core Viewpoint - The company is actively expanding its e-commerce and live-streaming sales channels, aiming for over 30% of online sales revenue by 2025, leveraging national policies to boost consumer spending [1] Group 1: E-commerce Strategy - The company is focusing on developing live-streaming social e-commerce and has achieved good results in e-commerce operations and live-streaming [1] - Future plans include expanding and nurturing new brands while deepening cooperation with existing brands to drive growth in e-commerce channels [1] Group 2: Policy and Market Opportunities - The company intends to seize opportunities from national policies aimed at boosting consumption and will integrate military-civilian fusion strategies [1] - There is a plan to create a military-grade quality control system for civilian consumer goods, promoting synergy between military products and e-commerce traffic [1]

万里马回复：尊敬的投资者您好，感谢您对我司的关注。公司持续大力发展直播社交电商业务，在电商 代运营及电商直播领域取得了良好成效，未来还将继续拓展和培育新品牌，全面实施公司"引进来、走 出去"发展战略与经营布局，进一步深化与现有品牌的合作，为电商渠道业务增长提供持续动力。近年 来，国家大力提振消费，公司将紧抓政策机遇，深度结合军民融合战略，打造军品级品控体系民用消费 品IP，实际军民产品协同发展。谢谢。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，万里马(300591)12月22日在投资者关系平台上答复投资者关心的问题。 投资者提问：尊敬的董秘您好！国家政策明确鼓励企业拓展电商、直播等新型消费渠道，贵司 2025 年 线上销售收入占比已超 30%，且布局了抖音 "万里马严选" 旗舰店及多平台电商业务：请问公司是否计 划借助政策东风，进一步加大电商渠道投入（如直播团队扩容、新兴社交电商布局）？在代理国际运 动、母婴品牌的基础上，是否会通过电商平台重点推广自有军民融合民品，实现 "军工品质 + 电商流 量" 的协同？ ...

Group 1 - The core viewpoint of the news is that Zhongtian Rocket has shown significant stock performance, with a year-to-date increase of 64.06% and a recent market capitalization of 9.928 billion yuan [1] - As of December 10, the company reported a decrease in revenue for the first nine months of 2025, amounting to 444 million yuan, which is a 30.95% year-on-year decline, alongside a net profit loss of 29.384 million yuan, a 270.98% decrease compared to the previous year [2] - The company's main business revenue composition includes 57.78% from rain enhancement rockets and supporting equipment, 16.20% from carbon/carbon thermal field materials, and 9.22% from military small solid rockets [2] Group 2 - Zhongtian Rocket has been listed since September 25, 2020, and is located in Xi'an, Shaanxi Province, focusing on the research, production, and sales of small solid rockets and related products [2] - The company has seen a reduction in the number of shareholders, with 36,400 shareholders as of December 10, a decrease of 11.45%, while the average circulating shares per person increased by 12.93% to 4,271 shares [2] - The company has distributed a total of 58.8938 million yuan in dividends since its A-share listing, with 36.0511 million yuan distributed over the past three years [3]

12月23日，派克新材盘中上涨2.13%，截至09:51，报87.43元/股，成交1.38亿元，换手率1.32%，总市值 105.94亿元。 资金流向方面，主力资金净流出1049.69万元，特大单买入0.00元，占比0.00%，卖出461.39万元，占比 3.35%；大单买入2578.91万元，占比18.73%，卖出3167.21万元，占比23.00%。 派克新材今年以来股价涨64.96%，近5个交易日涨0.40%，近20日涨27.92%，近60日涨25.10%。 责任编辑：小浪快报 派克新材所属申万行业为：国防军工-航空装备Ⅱ-航空装备Ⅲ。所属概念板块包括：军民融合、大飞 机、核聚变、燃气轮机、商业航天（航天航空）等。 截至9月30日，派克新材股东户数1.49万，较上期增加0.58%；人均流通股8150股，较上期减少0.58%。 2025年1月-9月，派克新材实现营业收入26.81亿元，同比增长8.04%；归母净利润2.37亿元，同比减少 3.84%。 分红方面，派克新材A股上市后累计派现4.60亿元。近三年，累计派现3.73亿元。 机构持仓方面，截止2025年9月30日，派克新材十大流通股东中，国投瑞银国 ...

12月23日，新劲刚盘中上涨2.07%，截至09:44，报19.27元/股，成交2909.42万元，换手率0.71%，总市 值48.45亿元。 资金流向方面，主力资金净流出71.31万元，特大单买入0.00元，占比0.00%，卖出137.65万元，占比 4.73%；大单买入290.72万元，占比9.99%，卖出224.38万元，占比7.71%。 新劲刚今年以来股价跌10.38%，近5个交易日涨2.17%，近20日涨1.31%，近60日跌4.41%。 资料显示，广东新劲刚科技股份有限公司位于广东省佛山市南海区丹灶镇五金工业区博金路6号,佛山市 禅城区张槎街道古新路70号佛山高新区科技产业园六座(自编G座)十层，成立日期1998年12月9日，上市 日期2017年3月24日，公司主营业务涉及从事高性能金属基复合材料及制品的研究、开发、生产和销售, 军工电子信息产业。主营业务收入构成为：射频微波产品95.11%，特殊应用领域材料4.30%，其他 0.58%。 新劲刚所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：碳纤维、航天军工、 无人机、新材料、军民融合等。 截至11月28日，新劲刚股东户数2. ...

Core Viewpoint - Longxi Co., Ltd. has experienced significant stock price fluctuations and changes in shareholder structure, reflecting both growth and challenges in its business performance. Group 1: Stock Performance - On December 22, Longxi Co., Ltd. saw a 2.03% increase in stock price, reaching 25.08 CNY per share, with a trading volume of 534 million CNY and a turnover rate of 5.46%, resulting in a total market capitalization of 10.021 billion CNY [1] - Year-to-date, the stock price has increased by 157.63%, but it has declined by 1.76% over the last five trading days, 5.75% over the last 20 days, and 11.86% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on December 5, where it recorded a net buy of -124 million CNY [1] Group 2: Business Overview - Longxi Co., Ltd. was established on December 24, 1997, and went public on August 5, 2002. Its main business includes the research, production, and sales of joint bearings, tapered roller bearings, and gear/transmission systems, along with supply chain services and material trade [2] - The revenue composition of the company is as follows: bearing products 62.11%, metal material trade 32.42%, other 4.55%, gearboxes 2.82%, and powder metallurgy 0.87% [2] - As of September 30, 2025, the company reported a revenue of 1.067 billion CNY, a year-on-year decrease of 22.23%, and a net profit attributable to shareholders of 117 million CNY, down 29.38% year-on-year [2] Group 3: Shareholder Structure - Longxi Co., Ltd. has distributed a total of 876 million CNY in dividends since its A-share listing, with 109 million CNY distributed over the last three years [3] - As of September 30, 2025, the number of shareholders increased by 28.51% to 74,500, while the average circulating shares per person decreased by 22.18% to 5,363 shares [2][3] - Notable changes in major shareholders include a decrease in holdings by Yongying Advanced Manufacturing Mixed Fund and new entries by Hong Kong Central Clearing Limited and Dongfang Alpha Preferred Mixed Fund [3]

资料显示，北京钢研高纳科技股份有限公司位于北京市海淀区大柳树南村19号，成立日期2002年11月8 日，上市日期2009年12月25日，公司主营业务涉及从事航空航天、电力、汽车、冶金、玻璃制造、核电 等工业材料中高温材料的研发、生产和销售,制造高温、耐热合金铸件设备。主营业务收入构成为：铸 造合金制品69.36%，变形合金制品24.71%，新型合金制品5.55%，其他(补充)0.38%。 钢研高纳所属申万行业为：国防军工-航空装备Ⅱ-航空装备Ⅲ。所属概念板块包括：大飞机、军民融 合、航天军工、商业航天（航天航空）、海洋经济等。 12月22日，钢研高纳盘中下跌2.01%，截至13:09，报18.50元/股，成交4.36亿元，换手率3.02%，总市值 147.44亿元。 资金流向方面，主力资金净流出2466.66万元，特大单买入2228.03万元，占比5.11%，卖出3052.73万 元，占比7.00%；大单买入7834.87万元，占比17.96%，卖出9476.84万元，占比21.73%。 钢研高纳今年以来股价涨19.35%，近5个交易日跌4.00%，近20日涨14.55%，近60日涨15.55%。 截至9月3 ...

Group 1 - The core viewpoint of the news is that Zhongtian Rocket has shown significant stock performance with a year-to-date increase of 64.21%, despite a recent slight decline in the last five trading days [1] - As of December 22, Zhongtian Rocket's stock price reached 63.95 yuan per share, with a total market capitalization of 9.938 billion yuan [1] - The company has experienced a net outflow of 29.3182 million yuan in principal funds, with large orders showing a buy of 57.9567 million yuan and a sell of 71.9233 million yuan [1] Group 2 - Zhongtian Rocket, established on August 2, 2002, specializes in the research, production, and sales of small solid rockets and related products, with a primary revenue composition from rain enhancement rockets and supporting equipment at 57.78% [2] - The company operates within the aerospace equipment sector and is involved in various concept sectors including commercial aerospace, military-civil integration, and third-generation semiconductors [2] - As of November 28, the number of shareholders increased by 37.55% to 41,100, while the average circulating shares per person decreased by 27.30% [2] Group 3 - Zhongtian Rocket has distributed a total of 58.8938 million yuan in dividends since its A-share listing, with 36.0511 million yuan distributed over the past three years [3] - As of September 30, 2025, the Southern CSI 1000 ETF has exited the list of the top ten circulating shareholders of Zhongtian Rocket [3]

天海防务今年以来股价涨69.02%，近5个交易日跌1.25%，近20日跌14.21%，近60日涨25.56%。 12月22日，天海防务盘中上涨2.06%，截至10:07，报7.91元/股，成交3.30亿元，换手率2.56%，总市值 136.69亿元。 资金流向方面，主力资金净流出2186.23万元，特大单买入2228.80万元，占比6.76%，卖出3744.59万 元，占比11.36%；大单买入7088.42万元，占比21.50%，卖出7758.85万元，占比23.54%。 机构持仓方面，截止2025年9月30日，天海防务十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1911.30万股，相比上期增加1199.69万股。国泰中证军工ETF（512660）位居第五大流通 股东，持股1344.95万股，相比上期减少258.08万股。南方中证1000ETF（512100）位居第六大流通股 东，持股1264.89万股，相比上期减少11.89万股。华夏中证1000ETF（159845）位居第七大流通股东， 持股751.16万股，相比上期减少1.88万股。广发中证军工ETF（512680）位居第八大流通股东 ...