小幅上冲后放弃了抵抗，随后一路回撤。截至收盘三大指数集体收涨。其中沪指下跌0.64%，深成指下 跌1.37%，创业板指下跌1.96%。两市合计超3700只个股下跌，合计成交额3.65万亿。 今天的回撤应该算是在意料之中，在成交额不断放巨量的情况下，主力资金却在不断流出，相较于昨天 的3.15万亿，今天再度增加496亿，但主力净流出高达1411.65亿。 航天航空低开低走陷入调整，截至收盘大跌6.75%，包括航天环宇、广联航空、江航装备等在内的超10 只个股跌停或跌幅在10%上方。商业航天、大飞机、卫星互联网、可控核聚变、军民融合、航母概念、 空间站概念等超20个行业板块跌幅在4%上方。 AI应用概念逆势上涨，包括引力传媒、利欧股份、省广集团在在内的超10只个股涨停。AI医疗概念反 复活跃，其中美年健康3连板，泓博医药、新赣江等多股涨停。电网设备概念午后走强，其中特变电 工、三变科技涨停。零售概念表现活跃，其中三江购物2连板。 ...

Group 1 - The core viewpoint of the news is that Jialiqi's stock has shown significant growth in recent trading days, with a year-to-date increase of 8.29% and a 16.12% rise over the past 20 days [1] - Jialiqi's main business involves the research, production, and sales of advanced composite materials for aviation, with 95.89% of its revenue coming from aircraft composite parts [1] - As of September 30, Jialiqi's revenue for the first nine months of 2025 reached 565 million yuan, representing a year-on-year growth of 29.47%, while net profit attributable to shareholders decreased by 45.97% to 42.47 million yuan [2] Group 2 - Jialiqi's stockholder count as of September 30 is 10,000, which is a decrease of 6.56% from the previous period, while the average circulating shares per person increased by 175.41% [2] - The company has distributed a total of 39.83 million yuan in dividends since its A-share listing [3] - Among the top ten circulating shareholders, E Fund Defense Industry Mixed A holds 766,100 shares, a decrease of 549,500 shares compared to the previous period [3]

分红方面，景嘉微A股上市后累计派现3.92亿元。近三年，累计派现1.41亿元。 机构持仓方面，截止2025年9月30日，景嘉微十大流通股东中，易方达创业板ETF（159915）位居第六 大流通股东，持股675.19万股，相比上期减少113.42万股。南方中证500ETF（510500）位居第八大流通 股东，持股456.06万股，相比上期减少9.62万股。华夏国证半导体芯片ETF（159995）位居第九大流通 股东，持股405.45万股，相比上期减少149.06万股。 责任编辑：小浪快报 资料显示，长沙景嘉微电子股份有限公司位于湖南省长沙市岳麓区梅溪湖路1号，成立日期2006年4月5 日，上市日期2016年3月31日，公司主营业务涉及高可靠军用电子产品的研发、生产和销售。主营业务 收入构成为：图形显控领域产品43.61%，芯片领域产品33.12%，小型专用化雷达领域产品15.71%，其 他(补充)7.56%。 景嘉微所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：军工电子、高送转、 大基金概念、军工信息化、军民融合等。 截至12月19日，景嘉微股东户数9.36万，较上期减少2.43%；人均流 ...

来源：科技日报 俄罗斯 量产航空涂装材料 制备新型石墨烯薄膜 科技日报驻俄罗斯记者 张浩 2025年，俄罗斯新材料研发呈现出"军工优势向民用转化、极端环境材料突破"的鲜明特征。 面对航空工业与北极开发的战略需求，俄罗斯在材料工程化应用上取得实质性突破。全俄航空材料研究 院开发的新一代氟聚氨酯瓷漆实现量产，其自重较同类产品减轻35%，且涂装周期缩短一半以上，显著 提升了国产航空装备的维护效率。库尔恰托夫研究所展示了专为极地科考设计的耐寒钢及超低温韧性材 料，确保装备在零下60℃的极端环境下仍能保持优异的机械性能。 在催化剂定向合成方向，俄罗斯科学院库尔恰托夫研究所研发出基于合成硅铝酸盐的新型催化剂，实现 了木材废料向高附加值医药及香料化合物的高效转化。同时，针对能源存储痛点，科研团队通过异相溶 胶—凝胶法制备的高负载双金属镍基催化剂，有效提升了液态有机储氢载体脱氢过程的选择性与稳定 性，为清洁能源链条提供了核心技术支撑。 此外，尖端微观调控技术与军民融合体系的完善，进一步拓宽了材料的应用边界。莫斯科钢铁与合金学 院利用高能重离子轰击技术，制备出嵌有金刚石纳米结构的石墨烯薄膜，在超硬涂层与精密电子器件领 域表现出 ...

| 项目 | 2025年6月30日 /2025年1月-6 | 2024年12月31日 | 2023年12月31日 | 2022年12月31号 | | --- | --- | --- | --- | --- | | | 月 | /2024年度 | /2023年度 | /2022年度 | | 资产总计(元) | 584,274,956.36 | 546,456,664.74 | 505,508,811.62 | 478.901,018.09 | | 股东权益合计(元) | 546.530.130.99 | 514.708.747.52 | 474.580.537.99 | 405.059.349.80 | | 归属于母公司所有者 的股东权益(元) | 546,530,130.99 | 514.708.747.52 | 474.580.537.99 | 405.059.349.80 | | 资产负债率(母公司) (%) | 6.46 | 5.81 | 6.12 | 15.42 | | 营业收入(元) | 133.840.885.73 | 194,049,602.25 | 206.601,330.88 | 267,1 ...

强边固防是国家安全的重要基石，我国部分边疆哨所地处高海拔、极寒区域，冬季大雪封山、道路阻断长期制约边防执勤与物资保障。破解这一难题， 离不开军民协同的创新力量。改装工作紧扣边防实战需求，以退役全地形车为基础平台，聚焦极寒、陡峭等极端环境下痛点改造，大幅提升装备在零下40摄 氏度极端条件下的耐久性与可靠性，用实战表现印证了"用得上、真管用"的建设目标。 在祖国西陲霍尔果斯边防团某哨所，零下40摄氏度的极寒环境中，一辆特殊的除雪车正灵活穿梭于崎岖山道。堆雪、扫雪、抛雪一系列动作一气呵成， 在漫天风雪中为边防巡逻与物资补给开辟出畅通通道。这辆历经极端环境实战检验的装备，是以退役军资为基础改装而成的边防专用全地形除雪车，近日圆 满完成严寒及复杂地形测试，为科技戍边注入新动能。 从昔日战场"强将"到今日边关"清雪尖兵"，退役装备的华丽转身，背后是军民融合战略的深度实践。此次研发项目由融通资源开发集团联合泰山城建集 团协同攻关完成，目前，相关单位正根据官兵实战反馈优化装备性能，加快推进定型列装，让更多"科技戍边"成果惠及边关一线。创新性构建"退役军资— 高端改装—国防应用"的协同发展模式，不仅拓宽了退役军资服务国防建设的 ...

军舰不是凭空冒出来的，得有人造、有厂造、有技术造。 要是连民船都造不动了，光靠军方订单硬撑，迟早要出大问题。 美国造船业，只剩"壳"了 咱们拿数据说话：2024年，全球能叫得上号的新船，超过一半是中国造的，韩国和日本加起来占四成 多，而美国只占0.1%。 说实话，一个国家海军到底硬不硬，光看舰艇数量可不行。 真正决定战斗力的，是背后有没有一个活络、有订单、有工人的造船业撑着。 曾经在二战时一年下水上千艘舰船的工业巨人，如今连一艘普通的海警巡逻船都要拖好几年才能交付。 周叔查过不少资料，发现现在美国还能造军舰的，就剩下四家船厂：纽波特纽斯、巴斯钢铁、英格尔 斯，还有通用动力旗下的电船公司。 它们清一色全靠军方订单活着，没一单来自民用市场。 结果呢？熟练工人留不住，年轻人宁愿去开咖啡店也不进船厂，老师傅退休一批，技术就断一层。 有海军内部人士透露，有些新造驱逐舰因为焊接返工太多，工期一拖再拖，成本翻倍都不稀奇。 更尴尬的是，2024年4月，拜登政府还对中国造船业发起"301调查"，说中国"用不公平手段抢市场"。 可现实打脸来得很快——就在那年春天，卡塔尔一口气向中国下单18艘LNG运输船，总价近60亿美 元，创下 ...

Core Viewpoint - The company is involved in the construction of large wind tunnels and climate environment laboratories for military-civilian integration projects, providing cooling system solutions for accurately simulating high-altitude low-temperature environments and various natural conditions [1]. Group 1 - The company participates in military-civilian integration projects [1] - The focus is on large wind tunnels and climate environment laboratories [1] - The company offers cooling system solutions for high-altitude low-temperature simulations [1]

Investment Rating - The report assigns a "Buy" rating to the company with a target price of 74.12 CNY [5][24]. Core Insights - The company is a significant supplier of solid propulsion and ammunition systems in China, benefiting from increased defense budgets and ammunition replenishment, leading to strong growth in military product sales [2][11]. - The company has established a dual product system focusing on missile solid propulsion and ammunition equipment, with a strong emphasis on military applications while extending technology into civilian sectors [11][26]. - The report anticipates steady revenue growth, with projected revenues of 1.04 billion CNY in 2023, increasing to 1.88 billion CNY by 2027, reflecting a compound annual growth rate (CAGR) of approximately 15.9% [4][16]. Financial Summary - Total revenue is expected to grow from 1,040 million CNY in 2023 to 1,883 million CNY in 2027, with year-on-year growth rates of 24.3%, 15.8%, 15.8%, 16.5%, and 15.9% respectively [4][16]. - Net profit attributable to the parent company is projected to rise from 141 million CNY in 2023 to 330 million CNY in 2027, with growth rates of 27.3%, 41.3%, 14.2%, 21.3%, and 19.8% [4][16]. - The earnings per share (EPS) is expected to increase from 0.67 CNY in 2023 to 1.58 CNY in 2027 [4][15]. Business Segmentation - Military products are the primary revenue source, expected to contribute over 90% of total revenue from 2023 to 2027, with military revenue projected to grow at rates of 16% to 17% during this period [15][40]. - Civilian products are anticipated to experience slower growth, with revenue fluctuations expected, including a projected decline in 2024 [15][40]. - The company is also involved in contracted research and development, which is expected to see a significant decline in revenue over the forecast period [15][40]. Market Trends - The global solid rocket motor market is projected to grow from approximately 10.4 billion USD in 2024 to 23.1 billion USD by 2034, driven by defense modernization and missile system upgrades [48][52]. - The demand for solid rocket engines is expected to remain strong due to their application in tactical and strategic missile systems, as well as in space launch vehicles [52][50]. - The ammunition market is also expected to expand steadily, supported by both military and civilian applications [55][56].

Group 1 - The core viewpoint of the news is that Baili Electric has shown significant stock price growth and financial performance, with a notable increase in revenue despite a decline in net profit [1][2]. - As of January 9, Baili Electric's stock price increased by 15.49% year-to-date, with a 31.20% rise over the past 20 trading days [1]. - The company reported a revenue of 1.626 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 14.75% [2]. Group 2 - Baili Electric's main business revenue composition includes 48.02% from electromagnetic wire products, 36.61% from high, medium, and low voltage electrical products, and 11.92% from pump products [1]. - The company has a total market capitalization of 8.919 billion yuan and a trading volume of 871 million yuan on January 9 [1]. - As of September 30, 2025, the number of shareholders decreased by 15.36%, while the average circulating shares per person increased by 18.15% [2][3].