注：投资者在申购或赎回基金份额时，申购赎回代理机构可按照不超过0.5%的标准收取佣金，其中包含证券交易所、登记机构等收取的相关 费用。 2月26日早盘，军工板块异动拉升，高人气军工ETF华宝（512810）水下拉起，直线冲涨近1%，日线冲击五连阳。成份股钢研高纳领涨逾 9%，菲利华续涨逾4%股价再创历史新高！ 风险提示：军工ETF华宝被动跟踪中证军工指数，该指数基日为2004.12.31，发布于2013.12.26。文中指数成份股仅作展示，个股描述不作为任 何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向，标的指数成份股构成根据该指数编制规则适时调整。基金管理人 评估的军工ETF华宝的风险等级为R3-中风险，适宜平衡型（C3）及以上的投资者。任何在本文出现的信息（包括但不限于个股、评论、预 测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预 测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并 不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金 ...

2月26日早盘，军工板块异动拉升，高人气军工ETF华宝（512810）水下拉起，直线冲涨近1%，日线冲 击五连阳。成份股钢研高纳领涨逾9%，菲利华续涨逾4%股价再创历史新高！ | | 分时 多日 1分 5分 15分 30分 ▼ | | | | | F9 盘前盘后 微加 九特 画话 工具 @ C2 | | 军工ETF华宝 ① | | 512810 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 512810[年工ETF华宝] 10:14 价 0.890 涨跌 0.008(0.91%) 均价 0.882 版交量 1201 | | | | | | | | 0.890 | | | | | | | 00 - | 0.890 | | +0.008 +0.91% | | 0.887 | | | | | | | 0.62 | SSE CNY 10:14:50 交易中 | | 通股7.4 | | | | | | | | | | 净值走势 | | 你要中低客工ETF | | 0.885 | | | | | | | 0. ...

2月26日早盘，军工板块异动拉升，高人气军工ETF华宝（512810）水下拉起，直线冲涨近1%，日线冲 击五连阳。成份股钢研高纳领涨逾9%，菲利华续涨逾4%股价再创历史新高！ | | 分时 多日 1分 5分 15分 30分 ▼ | | | | | F9 盘前盘后 微加 九特 画话 工具 @ C2 | | 军工ETF华宝 ① | | 512810 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 512810[年工ETF华宝] 10:14 价 0.890 涨跌 0.008(0.91%) 均价 0.882 版交量 1201 | | | | | | | | 0.890 | | | | | | | 00 - | 0.890 | | +0.008 +0.91% | | 0.887 | | | | | | | 0.62 | SSE CNY 10:14:50 交易中 | | 通股7.4 | | | | | | | | | | 净值走势 | | 你要中低客工ETF | | 0.885 | | | | | | | 0. ...

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 产业链环节，商业航天概念权重占比高达70%。前十大重仓股中包含了航天发展、中国卫星、航天电 子、中航机载、中航高科等行业龙头。 消息面上，中科宇航可回收液体运载火箭力箭二号计划于今年3月下旬首飞，将搭载我国轻舟一号货运 飞船初样实施发射；后续将承担卫星互联网组网及国家重大任务，年内已立项4次发射；固体运载火箭 力箭一号今年计划发射不少于8次，其中包含2次海上发射，持续巩固商业发射主力地位。此外，中科宇 航已向主管部门申报2026年发射计划，全年计划执行13次发射，并力争追加1—2次任务，发射频次与任 务密度再创新高。 中航证券指出，短期看，卫星发射进度和政策利好仍是行情主要驱动力，板块的交易热度仍有望持续； 中长期，随着可回收火箭技术突破、星座建设加速以及天地一体化应用落地，上市公司的收入和利润有 望持续增长，行情有望由估值驱动转向估值与业绩共同驱动。整体来看，商业航天有望成为2026年最具 投资价值的细分板块之一。 截至2026年2月26日 10:08，国证航天航空行业指数(CN5082)下跌0.09%。成分 ...

Domestic Financial Market - The Shanghai Composite Index closed at 4147.23, with an increase of 0.72% [4] - The Shenzhen Component Index closed at 14475.87, rising by 1.29% [4] - The ChiNext Index closed at 3354.82, up by 1.41% [4] Macro News Summary - On February 25, the central bank conducted a 600 billion MLF operation for a one-year term to maintain liquidity in the banking system [6] - The National Energy Administration is working to enhance oil and gas infrastructure connectivity while considering the needs for green hydrogen and ammonia transportation [6] - The Financial Secretary of Hong Kong announced that the Hong Kong Stock Exchange will consult the market on the implementation plan for the "T+1" settlement cycle in the first half of the year [6] Industry Dynamics - The domestic fertilizer market is experiencing a general price increase, with key stocks such as Liuguo Chemical and Chuanfa Longmang showing potential [7] - The State Council is focusing on the silver economy and the development of elderly care services, indicating significant potential in this sector, with related stocks including Innovation Medical and Kaidi Co. [7] - Google announced plans to build a new data center, advancing green electricity and energy storage initiatives, with related stocks like Sungrow Power Supply and Guodian NARI [7] Company Focus - Shunwang Technology is steadily advancing the construction of cloud-edge computing rooms, integrating more high-performance graphics card computing power to meet application demands [8] - Kaige Precision Machinery has delivered 800G and 1.6T optical module automation assembly product lines to overseas clients [8] - Yangdian Technology's dry-type transformer products are now being applied in data center infrastructure [8] - Ningbo Huaxiang is responsible for the OEM business of the Zhiyuan Expedition series, with the 6-degree-of-freedom dexterous hand product currently in the final stages of development and testing [8] Market Review and Outlook - The market showed a noticeable recovery post-holiday, with increased individual stock activity and the Shanghai Composite Index closing positively, indicating a solid foundation for future advances [9] - The market experienced a broad increase, with over 3700 stocks rising, and a significant number of stocks hitting the daily limit for two consecutive days, reflecting a general bullish trend [9] - Caution is advised as the index shows signs of divergence at higher time frames, and attention should be paid to the speed and volume of index rebounds [10]

Core Viewpoint - The year 2026 is identified as a pivotal year for the company, marking the transition of its commercial aerospace business from "technological layout" to "scale production and profit realization" [1] Group 1: Business Development - The company is advancing in several cutting-edge projects, including aerospace-grade lightweight cabinets and TGV glass substrates [1] - The integration of computing power infrastructure is deepening, allowing the company's precision manufacturing experience to be successfully applied in the AI server sector [1] Group 2: Market Growth - The server liquid cooling cabinet business is expected to experience explosive growth in 2026, transitioning from "technological positioning" to "explosive volume growth" [1] - The company aims to achieve comprehensive coverage of leading global technology clients in this sector [1]

Market Overview - On February 25, the A-share market saw all major indices close in the green, with the ChiNext Index rising over 1.4% in a single day [1] - More than 1,000 out of over 1,400 ETFs in the market recorded gains, with rare earth and rare metal-themed ETFs performing particularly well [1] ETF Performance - On February 25, all eight industry-themed ETFs focused on rare earth and rare metals closed higher, with four products linked to the CSI Rare Earth Industry Index rising over 6% and reaching historical highs during trading [1][2] - The CSI Rare Earth Industry Index includes 43 constituent stocks, with only one stock declining by the close, while several stocks like Baotou Steel and Northern Rare Earth hit the daily limit [1][2] Fund Flows - On February 24, the ETF market experienced a net inflow of over 11 billion yuan, marking the highest single-day net inflow in six trading days [1] - ETFs focused on the Hong Kong market attracted significant capital, with seven of the top ten products by net inflow, totaling over 7 billion yuan [2] Investment Directions - The seven Hong Kong ETFs primarily target the Hang Seng Technology and Hong Kong Internet sectors, with four linked to the Hang Seng Technology Index [3] - Despite a strong performance in the Hong Kong market post-Chinese New Year, the Hang Seng Technology Index is still down over 4% year-to-date as of February 25 [3] Sector Insights - Analysts suggest that the strong performance of the rare earth sector is due to improved supply-demand dynamics, with demand driven by rapid developments in industries like robotics and low-altitude economy [2] - In contrast, energy-related ETFs have seen some pullback, with two S&P Oil & Gas ETFs experiencing the largest declines in the market [2] Future Investment Focus - Investment institutions are focusing on three main directions: technology, consumption, and resources, with emerging technology expected to be a key theme [3][4] - There is an emphasis on sectors with high growth potential, such as AI hardware, commercial aerospace, and smart driving, as well as undervalued sectors like food and beverage, construction materials, and renewable energy [4][5]

2月25日，军工ETF（512660）收涨近2%，市场聚焦商业航天与装备升级 华泰证券指出，展望"十五五"，国防和军队现代化将实现高质量推进，实现由"量"的增值转向"质"的提 升。我军装备需求有望在总量稳中有增的情况下出现显著的结构性机会，新增量或将出现在"十五五"规 划建议中提到的新域新质、无人智能与反制、先进武器以及低成本装备等方面。在商业航天领域，可回 收火箭的进展是重要催化，随着我国可回收火箭逐渐成熟，发射运力提升将带来发射成本持续下降，有 利于卫星公司提升产能进而加速组网进度，缩短卫星的发射入轨周期，卫星产业链和运载火箭制造产业 链有望受益。 军工ETF（512660）跟踪的是中证军工指数（399967），该指数从沪深市场中选取十大军工集团控股且 主营业务与军工行业相关的上市公司，以及其他代表性军工企业作为指数样本，以反映军工行业整体表 现。指数成分股覆盖航空、航天、船舶、兵器等军工核心领域，行业分布主要集中于工业、原材料、信 息技术等板块，整体呈现中小盘风格。 （文章来源：每日经济新闻） ...

编号 2026-010 超捷紧固系统(上海)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 策略会 | | | 上海明溪资产管理有限公司 尹琴；上海沃珑港投资管理合伙企业 | | | (有限合伙) 张逸枫；世诚投资 邹文俊；东吴基金 楼盛；中金资管 | | 参与单位名称及人员 | 韩诚；友邦资产 黄怿炜；国泰基金 王宗凯；山西证券 薛淏天；弥 | | 姓名 | 远投资 许鹏飞；恒越基金 廖明兵；摩根基金 许凡；浦赢资产 陈 | | | 超；海创基金 樊生龙；海通资管 蔡骏临；湖南万泰华瑞投资管理 | | | 有限责任公司 张弛；野村东方国际证券有限公司 吴刚祥；金元顺 | | | 安基金 沈丹璇；长江证券 万延燊；西部证券 牛先智。 | | 时间 | 2026年2月25日 下午14:00-15:00 | | 地点 | 浦东凯宾斯基会议厅 | | 上市公司接待人员 姓名 | 1、公司董事会秘书、财务总监 李红涛 | | | 1、公 ...

格隆汇2月25日丨中简科技(300777.SZ)在投资者互动平台表示，公司多款产品应用于航天领域。商业航 天的快速发展将为碳纤维复合材料带来更为可观的市场空间，四期项目正在抓紧调试、试制等相关工 作，随着对应场景产品的逐步投产、市场的拓展及产业链的延伸，公司将以更为丰富的产品和更扎实的 产能服务商业航天等领域。 ...