成飞集成今年以来股价涨96.38%，近5个交易日涨5.24%，近20日跌4.28%，近60日跌11.43%。 成飞集成所属申万行业为：汽车-汽车零部件-其他汽车零部件。所属概念板块包括：储能、锂电池、央 企改革、新能源车、航空工业集团等。 12月29日，成飞集成盘中上涨2.04%，截至14:13，报37.98元/股，成交2.63亿元，换手率1.96%，总市值 136.25亿元。 资金流向方面，主力资金净流出935.08万元，特大单买入498.61万元，占比1.90%，卖出730.86万元，占 比2.78%；大单买入4253.81万元，占比16.19%，卖出4956.64万元，占比18.87%。 今年以来成飞集成已经17次登上龙虎榜，最近一次登上龙虎榜为9月26日，当日龙虎榜净买入2.67亿 元；买入总计4.10亿元 ，占总成交额比20.46%；卖出总计1.43亿元 ，占总成交额比7.13%。 资料显示，四川成飞集成科技股份有限公司位于四川省成都市青羊区日月大道二段666号附1号，成立日 期2000年12月6日，上市日期2007年12月3日，公司主营业务涉及工模具设计、研制和制造、汽车零部件 生产、航空零部件生 ...

洪都航空所属申万行业为：国防军工-航空装备Ⅱ-航空装备Ⅲ。所属概念板块包括：央企改革、航空工 业集团、中盘、航母产业、融资融券等。 截至9月30日，洪都航空股东户数6.55万，较上期减少5.85%；人均流通股10945股，较上期增加6.22%。 2025年1月-9月，洪都航空实现营业收入31.33亿元，同比增长3.41%；归母净利润1187.44万元，同比减 少16.49%。 分红方面，洪都航空A股上市后累计派现6.10亿元。近三年，累计派现6525.74万元。 机构持仓方面，截止2025年9月30日，洪都航空十大流通股东中，富国中证军工龙头ETF（512710）位 居第三大流通股东，持股973.22万股，相比上期增加146.73万股。博时军工主题股票A（004698）位居 第四大流通股东，持股735.21万股，为新进股东。南方中证500ETF（510500）位居第五大流通股东， 持股630.85万股，相比上期减少11.22万股。中欧高端装备股票发起A（016847）位居第六大流通股东， 持股600.00万股，为新进股东。易方达国防军工混合A（001475）位居第八大流通股东，持股449.17万 股，持股数量 ...

12月25日，中航成飞盘中上涨2.02%，截至09:53，报77.90元/股，成交2.29亿元，换手率0.51%，总市值 2081.56亿元。 资金流向方面，主力资金净流入1205.17万元，特大单买入1030.99万元，占比4.51%，卖出906.44万元， 占比3.96%；大单买入5010.45万元，占比21.91%，卖出3929.84万元，占比17.18%。 中航成飞今年以来股价涨9.50%，近5个交易日涨2.23%，近20日跌2.66%，近60日跌8.32%。 中航成飞所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：智能交通、 DeepSeek概念、央企改革、航空工业集团、融资融券等。 截至12月19日，中航成飞股东户数7.25万，较上期增加0.11%；人均流通股8083股，较上期减少0.11%。 2025年1月-9月，中航成飞实现营业收入482.86亿元，同比增长3962.86%；归母净利润21.69亿元，同比 增长2001.33%。 今年以来中航成飞已经2次登上龙虎榜，最近一次登上龙虎榜为5月12日，当日龙虎榜净买入8.98亿元； 买入总计16.58亿元 ，占总成交额比17.0 ...

12月24日，洪都航空盘中上涨2.01%，截至11:14，报31.42元/股，成交1.05亿元，换手率0.47%，总市值 225.32亿元。 资料显示，江西洪都航空工业股份有限公司位于江西省南昌市南昌高新技术开发区航空城，成立日期 1999年12月16日，上市日期2000年12月15日，公司主营业务涉及航空飞行器的研发、制造、销售和服务 等业务。主营业务收入构成为：其他航空产品52.78%，教练机46.90%，其他(补充)0.32%。 资金流向方面，主力资金净流入307.08万元，特大单买入766.31万元，占比7.31%，卖出635.66万元，占 比6.07%；大单买入1703.41万元，占比16.26%，卖出1526.98万元，占比14.57%。 洪都航空今年以来股价跌2.13%，近5个交易日涨2.98%，近20日跌5.67%，近60日跌11.62%。 洪都航空所属申万行业为：国防军工-航空装备Ⅱ-航空装备Ⅲ。所属概念板块包括：央企改革、航空工 业集团、中盘、航母产业、融资融券等。 截至9月30日，洪都航空股东户数6.55万，较上期减少5.85%；人均流通股10945股，较上期增加6.22%。 2025年 ...

截至12月10日，中航光电股东户数12.51万，较上期增加7.57%；人均流通股16630股，较上期减少 7.04%。2025年1月-9月，中航光电实现营业收入158.38亿元，同比增长12.36%；归母净利润17.37亿元， 同比减少30.89%。 分红方面，中航光电A股上市后累计派现56.53亿元。近三年，累计派现38.63亿元。 机构持仓方面，截止2025年9月30日，中航光电十大流通股东中，富国中证军工龙头ETF（512710）位 居第四大流通股东，持股2869.74万股，相比上期增加427.08万股。香港中央结算有限公司位居第六大流 通股东，持股2370.94万股，相比上期增加326.10万股。华泰柏瑞沪深300ETF（510300）位居第八大流 通股东，持股2170.06万股，相比上期减少96.14万股。易方达国防军工混合A（001475）位居第九大流 通股东，持股2130.36万股，相比上期减少212.50万股。易方达沪深300ETF（510310）位居第十大流通 股东，持股1564.14万股，相比上期减少50.50万股。 12月23日，中航光电盘中下跌2.02%，截至13:17，报33.49元 ...

12月18日，中航西飞盘中上涨2.02%，截至13:23，报24.71元/股，成交3.79亿元，换手率0.56%，总市值 687.22亿元。 机构持仓方面，截止2025年9月30日，中航西飞十大流通股东中，中国证券金融股份有限公司位居第三 大流通股东，持股9310.84万股，持股数量较上期不变。富国中证军工龙头ETF（512710）位居第四大 流通股东，持股3144.57万股，相比上期增加472.92万股。华泰柏瑞沪深300ETF（510300）位居第五大 流通股东，持股2386.12万股，相比上期减少106.17万股。易方达沪深300ETF（510310）位居第六大流 通股东，持股1711.27万股，相比上期减少56.44万股。国泰中证军工ETF（512660）位居第八大流通股 东，持股1352.78万股，相比上期减少260.49万股。华夏沪深300ETF（510330）位居第九大流通股东， 持股1277.10万股，相比上期减少17.87万股。易方达国防军工混合A（001475）位居第十大流通股东， 持股1193.90万股，相比上期减少20.58万股。嘉实沪深300ETF（159919）退出十大流通股东之列 ...

中航光电所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：航空工业集团、央 企改革、储能、中字头、比亚迪概念等。 截至12月10日，中航光电股东户数12.51万，较上期增加7.57%；人均流通股16630股，较上期减少 7.04%。2025年1月-9月，中航光电实现营业收入158.38亿元，同比增长12.36%；归母净利润17.37亿元， 同比减少30.89%。 分红方面，中航光电A股上市后累计派现56.53亿元。近三年，累计派现38.63亿元。 机构持仓方面，截止2025年9月30日，中航光电十大流通股东中，富国中证军工龙头ETF（512710）位 居第四大流通股东，持股2869.74万股，相比上期增加427.08万股。香港中央结算有限公司位居第六大流 通股东，持股2370.94万股，相比上期增加326.10万股。华泰柏瑞沪深300ETF（510300）位居第八大流 通股东，持股2170.06万股，相比上期减少96.14万股。易方达国防军工混合A（001475）位居第九大流 通股东，持股2130.36万股，相比上期减少212.50万股。易方达沪深300ETF（510310）位居第十大流通 ...

Core Viewpoint - 中航西飞's stock has experienced a decline of 13.51% year-to-date, with significant recent drops, indicating potential challenges in the market [1][2]. Financial Performance - For the period from January to September 2025, 中航西飞 reported a revenue of 30.244 billion yuan, reflecting a year-on-year growth of 4.94%, and a net profit attributable to shareholders of 999.2 million yuan, which is a 5.15% increase compared to the previous year [2]. Shareholder Information - As of November 20, 2025, 中航西飞 had 177,200 shareholders, an increase of 1.18% from the previous period, with an average of 15,644 circulating shares per shareholder, down by 1.17% [2]. Dividend Distribution - Since its A-share listing, 中航西飞 has distributed a total of 3.792 billion yuan in dividends, with 890 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders of 中航西飞 included China Securities Finance Corporation, holding 93.1084 million shares, and several ETFs, with notable changes in holdings among them [3].

Core Viewpoint - 中航高科's stock has experienced fluctuations, with a slight increase in revenue and net profit year-on-year, indicating stable performance amidst market volatility [1][2]. Financial Performance - As of January to June 2025, 中航高科 achieved operating revenue of 2.747 billion yuan, a year-on-year increase of 7.87% [2]. - The net profit attributable to shareholders for the same period was 605 million yuan, reflecting a modest year-on-year growth of 0.24% [2]. - Cumulatively, 中航高科 has distributed a total of 1.625 billion yuan in dividends since its A-share listing, with 887 million yuan distributed over the past three years [3]. Stock Market Activity - On September 1, 中航高科's stock price fell by 2.04%, trading at 25.03 yuan per share, with a total market capitalization of 34.868 billion yuan [1]. - The stock has seen a year-to-date price increase of 0.08%, but has declined by 4.17% over the last five trading days and 6.11% over the last twenty days [1]. - The stock's trading volume on September 1 was 380 million yuan, with a turnover rate of 1.08% [1]. Shareholder Information - As of August 20, 中航高科 had 71,500 shareholders, an increase of 14.29% from the previous period, with an average of 19,492 circulating shares per shareholder, down by 12.51% [2]. - The top ten circulating shareholders include various funds, with 华夏军工安全混合A holding 21.288 million shares, an increase of 9.2612 million shares from the previous period [3].

Core Viewpoint - Hongdu Aviation reported a revenue of 1.524 billion yuan for the first half of 2025, marking an 11.79% year-on-year increase, with a net profit attributable to shareholders of 4.4477 million yuan, up 25.48% year-on-year [1] Financial Performance - The company's basic earnings per share for the reporting period was 0.01 yuan, with a weighted average return on equity of 0.08% [1] - The gross profit margin for the first half of 2025 was 4.04%, an increase of 0.38 percentage points year-on-year, while the net profit margin was 0.29%, up 0.03 percentage points from the previous year [1] - In Q2 2025, the gross profit margin improved to 4.14%, a year-on-year increase of 0.50 percentage points and a quarter-on-quarter increase of 0.30 percentage points; the net profit margin was 1.28%, up 0.11 percentage points year-on-year and up 2.95 percentage points quarter-on-quarter [1] Expense Analysis - Total operating expenses for the first half of 2025 were 44.485 million yuan, a slight decrease of 3.06 million yuan year-on-year, with an expense ratio of 2.92%, down 0.35 percentage points from the previous year [2] - Sales expenses increased by 78.03% year-on-year, management expenses rose by 32.09%, while R&D expenses decreased by 30.99%, and financial expenses increased by 73.53% [2] Shareholder Information - As of the end of the first half of 2025, the total number of shareholders was 63,800, a decrease of 1,542 households or 2.36% from the previous quarter; the average market value per household increased from 382,400 yuan to 423,400 yuan, a growth of 10.73% [2] Company Overview - Jiangxi Hongdu Aviation Industry Co., Ltd. is located in Nanchang High-tech Development Zone, Jiangxi Province, established on December 16, 1999, and listed on December 15, 2000. The company's main business includes the R&D, manufacturing, sales, and service of aviation aircraft [2] - The revenue composition of the main business includes 68.22% from other aviation products, 31.36% from trainer aircraft, and 0.42% from non-aviation products [2] - Hongdu Aviation is classified under the defense and military industry, specifically in aviation equipment, and is associated with concepts such as general aviation, aircraft carrier industry, aviation industry group, large aircraft, and state-owned enterprise reform [2]