2月11日，巨力索具（002342.SZ）公告称，公司关注到有关媒体在网络上流传关于公司的不实言论，称公司是"商业航天的新龙头""火箭回收龙头"等。对 此，公司澄清并郑重声明，公司从未接受过任何媒体及个人就上述问题的访问，亦未就上述描述发表过任何观点及言论，以上信息均为不实信息。 公告提到，公司的主要产品均为通用吊装索具产品，产品的应用具有通用性；公司未签署过4.58亿（元）的海南项目，亦不存在在手订单累计超过2亿 （元）的情况。 经统计，巨力索具2025年度在商业航天领域取得订单累计金额：996.51万元，其中2025年可确认的收入金额更小，占公司2025年收入比例低于0.50%。2026 年初至披露日取得商业航天订单累计金额：128.65万元，金额占比及对公司经营业绩影响均很小。 此外，公司股票价格已严重脱离基本面，存在市场情绪过热、非理性炒作风险。 从股价表现来看，巨力索具自去年12月以来，累计股价涨幅已超170%，截至2月11日收盘，巨力索具股价报19.06元/股，跌幅为3.64%。 业绩方面，巨力索具预计2025年归属于上市公司股东的净利润为1600万元至2100万元，实现扭亏为盈。公司称，报告期内 ...

Core Viewpoint - The company, Jili Rigging (002342.SZ), issued a clarification regarding false media reports claiming it is a leader in commercial aerospace and has secured significant contracts, which the company denies as untrue [1][2]. Group 1: Clarification of False Claims - The company has not engaged with any media or individuals regarding the claims made in the reports and has not made any statements about them [1]. - The main products of the company are general lifting rigging products, which have universal applications, and it has not signed a contract worth 458 million for the Hainan project [1]. - The total order amount in the commercial aerospace sector for 2025 is 9.9651 million, with revenue recognition being less than 0.50% of the company's total revenue for that year [1]. Group 2: Market Sentiment and Stock Performance - The company's fundamentals have not changed significantly, but its stock price has deviated sharply from its fundamental situation, indicating potential market overreaction and irrational speculation [2]. - There is a risk of a short-term rapid decline in stock price, suggesting that investors may face considerable risks when participating in trading [2].

巨力索具（002342）(002342.SZ)发布市场传闻的澄清及风险提示公告，近日，公司关注到有关媒体在 网络上流传关于公司的不实言论，称公司是"商业航天的新龙头"、"火箭回收龙头"、"文章将巨力索具 指认为--A股唯一被官方实锤，为该技术提供核心产品的上市公司，是火箭回收网的直接缔造 者。"、"中标了4.58亿的海南火箭海上回收系统项目"、"航天领域在手订单累计超过2亿元，排产已安 排到2026年第三季度"等不实言论，引发关注。对此，公司澄清并郑重声明如下： 此外，公司基本面未发生重大变化，且近期公司股票价格严重脱离公司基本面情况，存在市场情绪过 热、非理性炒作风险，不排除股票价格存在短期快速回落的风险，投资者参与交易可能面临较大风险。 敬请广大投资者理性投资，注意投资风险。 经统计，公司2025年度在商业航天领域取得订单累计金额：996.51万元，其中2025年可确认的收入金额 更小，占公司2025年收入比例低于0.50%。2026年初至披露日取得商业航天订单累计金额：128.65万 元，金额占比及对公司经营业绩影响均很小。 1、公司从未接受过任何媒体及个人就上述问题的访问，亦未就上述描述发表过任何观点 ...

【导读】巨力索具公告，公司未签署过4.58亿元的海南项目 2025年12月1日至2026年2月11日，商业航天概念股巨力索具（002342）股价大涨162.90%，其间多次触 及股票交易异常波动情形。 2月11日晚，巨力索具发布"关于市场传闻的澄清及风险提示公告"，称公司股票价格严重脱离公司基本 面情况，存在市场情绪过热、非理性炒作风险，不排除股票价格存在短期快速回落的风险。 巨力索具表示，近日，公司关注到有媒体发布关于公司的不实言论在网络上流传，如称公司是"商业航 天的新龙头""火箭回收龙头"，将巨力索具指认为"A股唯一被官方实锤、为该技术提供核心产品的上市 公司，是火箭回收网的直接缔造者"，"中标了4.58亿元的海南火箭海上回收系统项目""航天领域在手订 单累计超过2亿元，排产已安排到2026年第三季度"等不实言论。 公司的主要产品为通用吊装索具产品，产品应用具有通用性；公司未签署过4.58亿元的海南项目，亦不 存在（航天领域）在手订单累计超过2亿元的情况。 经统计，公司2025年度在商业航天领域取得订单累计金额为996.51万元，其中可确认的收入金额更小， 占公司2025年收入比例低于0.50%。202 ...

从股价表现来看， 巨力索具自去年12月以来，累计股价涨幅已超170%，今日报收19.06元/股，总市值为183亿元。 巨力索具公告称，公司关注到有关媒体在网络上流传关于公司的不实言论，称公司是"商业航天的新龙头""火箭回收龙头"等。对此，公司澄 清并郑重声明，公司从未接受过任何媒体及个人就上述问题的访问，亦未就上述描述发表过任何观点及言论，以上信息均为不实信息。 公告提到， 公司的主要产品均为通用吊装索具产品，产品的应用具有通用性；公司未签署过4.58亿的海南项目，亦不存在在手订单累计超过 2亿的情况。 经统计， 巨力索具 2025年度在商业航天领域取得订单累计金额：996.51万元，其中2025年可确认的收入金额更小，占公司2025年收入比例 低于0.50%。 2026年初至披露日取得商业航天订单累计金额：128.65万元，金额占比及对公司经营业绩影响均很小。 此外，公司股票价格已严重脱离基本面，存在市场情绪过热、非理性炒作风险。 下载财联社APP获取更多资讯 准确 快速 权威 专业 实时盯盘 头条新闻 7x24h电报 VIP资讯 IT/ 6.75 2025-12-18 2026-01-07 2026-01 ...

经济观察网 近7天内，商业航天领域迎来政策利好。根据C114通信网报道，国家航天局设立商业航天司 并发布《推进商业航天高质量安全发展行动计划（2025—2027年）》，系统部署发展路径，同时"十五 五"规划建议明确加快建设航天强国，政策与资本双重推动空间激光通信产业化进程加速。这一行业动 态可能对维珍银河等航天公司产生潜在积极影响。 股票近期走势 维珍银河(代码SPCE.N)最新股价为2.71美元，较昨日上涨0.37%，当日振幅4.81%。近7天的5日涨跌幅 为-0.37%，年初至今累计下跌15.58%。所属航天军工板块近期下跌0.82%，大盘纳斯达克指数近五日下 跌0.66%。 以上内容基于公开资料整理，不构成投资建议。 ...

转自：智通财经 【巨力索具：未签署过4.58亿的海南项目 公司2025年度在商业航天领域取得订单累计金额996.51万元】 智通财经2月11日电，巨力索具(002342.SZ)公告称，公司关注到有关媒体在网络上流传关于公司的不实 言论，称公司是"商业航天的新龙头""火箭回收龙头"等。对此，公司澄清并郑重声明，公司从未接受过 任何媒体及个人就上述问题的访问，亦未就上述描述发表过任何观点及言论，以上信息均为不实信息。 公司的主要产品均为通用吊装索具产品，产品的应用具有通用性；公司未签署过4.58亿的海南项目，亦 不存在在手订单累计超过2亿的情况。经统计，公司2025年度在商业航天领域取得订单累计金额： 996.51万元，其中2025年可确认的收入金额更小，占公司2025年收入比例低于0.50%。2026年初至披露 日取得商业航天订单累计金额：128.65万元，金额占比及对公司经营业绩影响均很小。此外，公司股票 价格已严重脱离基本面，存在市场情绪过热、非理性炒作风险。 ...

Investment Rating - The report suggests a focus on sectors such as AI applications and commercial aerospace, indicating a positive outlook for these areas [4]. Core Insights - The A-share market on February 10 saw a trading volume of 19.33 billion yuan, a decrease of 1.56 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1532.17, down 0.61% [2][8]. - The report highlights that AI applications have become a dominant theme in the market, with significant gains in related sectors such as media and technology [4]. - The report anticipates that the North Exchange, as a hub for innovative small and medium enterprises, will benefit from a dual drive of technology and policy improvements, particularly in AI applications and high-end manufacturing [4]. Summary by Sections Market Review - On February 10, the North Exchange A-share trading volume reached 19.33 billion yuan, down 1.56 billion yuan from the previous day, with the North Exchange 50 Index closing at 1532.17, a decline of 0.61% [2][8]. - Among 293 companies listed on the North Exchange, 43 saw gains, 6 remained flat, and 244 experienced declines [19]. Important News - Five departments are enhancing the integration of low-altitude equipment and information communication, promoting the adaptation of 5G/5G RedCap modules with low-altitude aircraft [3][22]. - The central bank will continue to implement a moderately loose monetary policy, aiming to maintain financial market stability [23]. Key Company Announcements - Tongxin Transmission reported a revenue of 150.81 million yuan for 2025, a year-on-year increase of 13.19%, with a net profit of 27.43 million yuan, up 19.73% [24]. - Huami New Materials announced a revenue of 43.69 million yuan, a 6.44% increase year-on-year, with a net profit of 4.29 million yuan, up 10.86% [26].

Core Viewpoint - Beijing Zhongguancun Bank is focusing on implementing its three-year development strategy from 2023 to 2025, aiming to adapt to the complex macroeconomic environment and increasing industry competition while enhancing its service capabilities in technology finance [4][7]. Group 1: Strategic Goals and Development - 2025 marks the concluding year of the "14th Five-Year Plan" and is crucial for the bank's strategic transition to a new development phase [4][7]. - The bank is committed to deepening its focus on technology finance and sustainable development, targeting innovative sectors such as artificial intelligence, biomedicine, and integrated circuits [4][7]. Group 2: Service and Operational Enhancements - The bank has launched a new "零钱包" product to improve customer service quality and efficiency [5][8]. - Efforts are being made to optimize the liability structure and enhance pricing management to effectively control funding costs [5][8]. - The bank is exploring the application of artificial intelligence in various operational areas, including risk control and customer service, leading to improved business efficiency and service experience [5][8]. Group 3: Future Outlook - The bank aims to embrace new opportunities and challenges in 2026 with a strong strategic focus and agile execution capabilities [5][8].

Core Viewpoint - As of January 2026, the number of private equity firms in China with over 1 billion yuan in assets has reached a historical high of 122, an increase of 10 from December 2025 [2] Group 1: Distribution of Billion-Yuan Private Equity Firms - Shanghai leads with 57 billion-yuan private equity firms, followed by Beijing with 29, Shenzhen with 10, and Hangzhou and Hainan with 5 each [2][5] - Shanghai has a total of 2007 securities private equity firms, accounting for 26.76% of the national total, with 38 of the billion-yuan firms located in the Pudong New Area [5] - Beijing's billion-yuan private equity firms are concentrated in districts such as Xicheng (9 firms), Chaoyang (8), Haidian (7), and Dongcheng (5) [6][7] Group 2: Key Private Equity Firms - Notable billion-yuan private equity firms in Shanghai include 诚奇私募, 复胜资产, and 合晟资产, with a majority focusing on stock strategies [6] - In Beijing, prominent firms include 淡水泉, 星石投资, and 九坤投资, with several being state-backed [7] - Shenzhen's billion-yuan firms include 高毅, 中欧瑞博, and 东方港湾, primarily located in Futian and Nanshan districts [8][9] Group 3: Other Regions - Hangzhou, Zhuhai, and Hainan each have 5 billion-yuan private equity firms, with Zhuhai's firms concentrated in Xiangzhou District [8][10]