Company Overview - Changchun Aopu Optoelectronics Technology Co., Ltd. was established on June 26, 2001, and listed on January 15, 2010. The company specializes in the research, production, and sales of optoelectronic measurement and control instruments, new medical instruments, optical materials, and grating encoders [2] - The main business revenue composition includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [2] - Aopu Optoelectronics is classified under the defense and military industry, specifically in military electronics [2] Financial Performance - For the period from January to September 2025, Aopu Optoelectronics achieved operating revenue of 510 million yuan, a year-on-year decrease of 2.38%, and a net profit attributable to the parent company of 38.05 million yuan, down 16.18% year-on-year [2] - The company has distributed a total of 339 million yuan in dividends since its A-share listing, with cumulative distributions of 25.2 million yuan over the past three years [3] Stock Performance - As of December 31, Aopu Optoelectronics' stock price increased by 2.01%, reaching 58.33 yuan per share, with a trading volume of 319 million yuan and a turnover rate of 2.31%, resulting in a total market capitalization of 13.999 billion yuan [1] - The stock has risen by 54.89% year-to-date, with a 1.07% increase over the last five trading days, a 17.65% increase over the last 20 days, and a 1.18% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on October 15, where it recorded a net buy of -40.2647 million yuan [1] Shareholder Structure - As of September 30, 2025, the number of shareholders for Aopu Optoelectronics was 34,800, a decrease of 13.94% from the previous period, with an average of 6,906 circulating shares per person, an increase of 16.20% [2] - The top ten circulating shareholders include notable entities such as Yongying Semiconductor Industry Smart Selection Mixed Fund, which increased its holdings by 6.6 million shares, and new entrants like E Fund National Robot Industry ETF [3]

截至2025年12月31日 13:33，航空航天ETF天弘(159241)直线拉升强势反包，盘中换手14.41%，成交 8958.78万元，市场交投活跃。跟踪的国证航天航空行业指数(CN5082)强势上涨2.58%，成分股广联航空 (300900)上涨10.99%，航天电子(600879)上涨10.01%，中国卫星(600118)上涨10.00%，航天晨光 (600501)，航发科技(600391)等个股跟涨。 拉长时间看，截至12月30日，航空航天ETF天弘(159241)近2周规模增长1923.00万元，实现显著增长。 【产品亮点】 航空航天ETF天弘(159241)跟踪指数国证航天指数，堪称可以一键实现"军工+卫星"双轮驱动，其在申万 一级行业分类中，与国防军工权重占比高达98.2%，是全市场最"纯"军工指数，同时该指数与低空经 济、卫星互联网、商业航天等热门主题高度契合——与申万二级行业的"航空装备+航天装备"权重合计 超68%，与军民融合含量高达76.55%，与大飞机和低空经济的含量也均超50%。 【热点事件】 逐梦星河！2025中国航天事业稳步前行 2025年中国航空航天领域发射任务成果斐然，重大 ...

12月31日，国博电子盘中上涨2.02%，截至10:28，报84.78元/股，成交2.82亿元，换手率0.57%，总市值 505.30亿元。 责任编辑：小浪快报 国博电子所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：军民融合、军工信 息化、商业航天（航天航空）、中国电科集团、航天军工等。 截至9月30日，国博电子股东户数7039.00，较上期减少5.96%；人均流通股84673股，较上期增加 138.74%。2025年1月-9月，国博电子实现营业收入15.69亿元，同比减少13.51%；归母净利润2.47亿元， 同比减少19.35%。 分红方面，国博电子A股上市后累计派现9.92亿元。近三年，累计派现7.92亿元。 机构持仓方面，截止2025年9月30日，国博电子十大流通股东中，华夏军工安全混合A（002251）位居 第七大流通股东，持股1089.26万股，相比上期增加203.32万股。长城久嘉创新成长混合A（004666）位 居第九大流通股东，持股380.00万股，相比上期减少120.00万股。易方达上证科创板50ETF（588080） 位居第十大流通股东，持股285.61万股，相比上 ...

坤恒顺维所属申万行业为：通信-通信设备-其他通信设备。所属概念板块包括：军民融合、卫星导航、 专精特新、5G、航天军工等。 截至9月30日，坤恒顺维股东户数3240.00，较上期增加31.60%；人均流通股37592股，较上期增加 8.26%。2025年1月-9月，坤恒顺维实现营业收入1.57亿元，同比增长29.66%；归母净利润2618.98万元， 同比增长57.85%。 分红方面，坤恒顺维A股上市后累计派现6336.65万元。近三年，累计派现5815.85万元。 机构持仓方面，截止2025年9月30日，坤恒顺维十大流通股东中，易方达战略新兴产业股票A （010391）退出十大流通股东之列。 12月31日，坤恒顺维盘中下跌2.00%，截至09:53，报38.22元/股，成交1894.27万元，换手率0.40%，总 市值46.55亿元。 资金流向方面，主力资金净流出142.02万元，大单买入196.38万元，占比10.37%，卖出338.41万元，占 比17.86%。 坤恒顺维今年以来股价涨56.90%，近5个交易日涨11.66%，近20日涨8.64%，近60日涨13.78%。 资料显示，成都坤恒顺维科技股份 ...

Core Viewpoint - Huali Chuangtong's stock price has shown significant growth, with a year-to-date increase of 38.25% and a recent surge of 12.99% over the last five trading days, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Huali Chuangtong achieved a revenue of 564 million yuan, representing a year-on-year growth of 26.32%. The net profit attributable to shareholders was 9.39 million yuan, reflecting a substantial increase of 132.60% [2]. - The company has cumulatively distributed 97.81 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of December 31, Huali Chuangtong's stock was trading at 28.88 yuan per share, with a market capitalization of 19.138 billion yuan. The trading volume was 305 million yuan, with a turnover rate of 2.09% [1]. - The stock has seen a net outflow of 1.4629 million yuan from major funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of December 19, the number of shareholders for Huali Chuangtong was 97,400, a decrease of 1.11% from the previous period. The average number of circulating shares per shareholder increased by 1.12% to 5,302 shares [2]. - The top ten circulating shareholders include various ETFs, with notable reductions in holdings for several funds, indicating potential shifts in institutional investment [3].

Core Viewpoint - Guangqi Technology plans to repurchase shares through centralized bidding, with a total amount between 50 million and 100 million yuan, and a maximum repurchase price of 74.54 yuan per share, which is 50.68% higher than the current price of 49.47 yuan [1]. Group 1: Share Repurchase - The repurchase is intended to stabilize the stock price and can involve either cancellation of shares or use for employee stock ownership plans [1]. - The repurchase period is set for 12 months, funded by the company's own resources [1]. Group 2: Financial Performance - As of September 30, Guangqi Technology reported a revenue of 1.596 billion yuan for the first nine months of 2025, representing a year-on-year growth of 25.76% [2]. - The net profit attributable to shareholders for the same period was 606 million yuan, showing a year-on-year increase of 12.81% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 122,600, up by 1.83%, while the average circulating shares per person decreased by 1.79% to 17,579 shares [2]. - The company has distributed a total of 833 million yuan in dividends since its A-share listing, with 501 million yuan distributed over the past three years [3].

Core Viewpoint - Tianhai Defense's stock price has shown significant volatility, with a year-to-date increase of 69.23% but a recent decline in the last 20 days by 3.77% [2] Group 1: Stock Performance - As of December 30, Tianhai Defense's stock price was 7.92 yuan per share, with a trading volume of 1.32 billion yuan and a turnover rate of 9.90% [1] - The stock has increased by 2.46% over the last five trading days and by 27.95% over the last 60 days [2] Group 2: Company Overview - Tianhai Defense, established on October 29, 2001, and listed on October 30, 2009, is based in Shanghai and operates in shipbuilding, marine engineering, military-civilian integration, and clean energy [2] - The company's revenue composition includes: 92.05% from shipbuilding and marine engineering, 1.97% from design services, 1.80% from energy, 1.75% from other products, 1.18% from defense equipment, and 0.50% from ship leasing [2] Group 3: Financial Performance - For the period from January to September 2025, Tianhai Defense reported revenue of 3.148 billion yuan, a year-on-year increase of 34.50%, and a net profit of 232 million yuan, reflecting a growth of 202.12% [2] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 7.54% to 133,900, with an average of 12,301 circulating shares per person, a decrease of 7.01% [2] - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 11.9969 million shares, and various ETFs with varying changes in their holdings [3]

Core Viewpoint - Guangdong Hongda's stock price has experienced significant fluctuations, with a year-to-date increase of 70.85% and recent trading activity indicating a mixed sentiment among investors [1][2]. Group 1: Stock Performance - As of December 30, Guangdong Hongda's stock price was 44.14 CNY per share, down 2.04% for the day, with a trading volume of 563 million CNY and a turnover rate of 1.88% [1]. - The company has seen a net outflow of 18.68 million CNY in principal funds, with large orders accounting for 24.50% of purchases and 25.61% of sales [1]. - Over the past five trading days, the stock has risen by 6.08%, and over the past 20 days, it has increased by 13.59% [1]. Group 2: Company Overview - Guangdong Hongda, established on May 14, 1988, and listed on June 12, 2012, is based in Guangzhou and specializes in civil explosive products and related services [2]. - The company's revenue composition includes open-pit mining (58.54%), industrial explosives (12.43%), underground mining (11.82%), and other segments [2]. - As of December 19, the number of shareholders was 23,600, a decrease of 16.44%, with an average of 27,984 circulating shares per person, an increase of 19.68% [2]. Group 3: Financial Performance - For the period from January to September 2025, Guangdong Hongda reported a revenue of 14.55 billion CNY, a year-on-year increase of 56.95%, and a net profit attributable to shareholders of 653 million CNY, up 0.54% [2]. - The company has distributed a total of 2.25 billion CNY in dividends since its A-share listing, with 1.29 billion CNY distributed in the last three years [3]. Group 4: Shareholder Composition - As of September 30, 2025, Hong Kong Central Clearing Limited emerged as the third-largest circulating shareholder with 11.67 million shares, while several mutual funds increased their holdings [3]. - Notable new shareholders include multiple funds that have entered the top ten circulating shareholders list, indicating growing institutional interest [3].

机构持仓方面，截止2025年9月30日，海格通信十大流通股东中，富国中证军工龙头ETF（512710）位 居第三大流通股东，持股4483.56万股，相比上期增加668.06万股。香港中央结算有限公司位居第四大流 通股东，持股4417.55万股，相比上期增加942.19万股。南方中证500ETF（510500）位居第六大流通股 东，持股2891.48万股，相比上期减少53.10万股。国泰中证军工ETF（512660）位居第七大流通股东， 持股1931.17万股，相比上期减少372.88万股。国防ETF（512670）位居第九大流通股东，持股1527.30 万股，相比上期增加180.84万股。南方军工改革灵活配置混合A（004224）退出十大流通股东之列。 资料显示，广州海格通信集团股份有限公司位于广东省广州市高新技术产业开发区科学城海云路88号， 成立日期2000年7月20日，上市日期2010年8月31日，公司主营业务涉及军事通信设备和导航设备的研 发、生产和销售。主营业务收入构成为：数智生态48.53%，无线通信30.93%，北斗导航12.57%，航空 航天6.28%，其他(补充)1.69%。 海格通信所属申 ...

12月30日，盛路通信盘中上涨2.06%，截至10:52，报10.38元/股，成交5.85亿元，换手率6.75%，总市值 95.02亿元。 盛路通信所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：6G概念、军工电 子、北斗导航、卫星互联网、军民融合等。 资金流向方面，主力资金净流入2337.41万元，特大单买入2986.81万元，占比5.10%，卖出3091.75万 元，占比5.28%；大单买入1.57亿元，占比26.92%，卖出1.33亿元，占比22.74%。 盛路通信今年以来股价涨58.47%，近5个交易日涨9.61%，近20日涨16.24%，近60日涨24.61%。 资料显示，广东盛路通信科技股份有限公司位于广东省佛山市三水区西南工业园进业二路四号，成立日 期1998年12月23日，上市日期2010年7月13日，公司主营业务涉及通信天线及射频产品的研发、生产和 销售,军工电子。主营业务收入构成为：微波电子46.77%，基站天线26.82%，微波通信器件13.30%，终 端天线10.33%，射频器件与设备2.78%。 分红方面，盛路通信A股上市后累计派现1.09亿元。近三年，累计派现0 ...