证券日报网讯1月6日，理工光科（300557）在互动平台回答投资者提问时表示，公司光纤传感产品可应 用在国产大飞机、核聚变领域。公司已中标HL-3主机光纤传感监测系统项目，为我国自主研制的新一 代人造太阳"中国环流三号"(HL-3)可控核聚变大科学装置提供核心传感技术支持。 ...

Investment Rating - The report maintains a positive outlook on the civil aviation manufacturing industry, indicating it will become a significant growth area for China's aerospace manufacturing sector [1][5]. Core Insights - The civil aviation manufacturing sector is expected to mirror the success of the U.S. aerospace industry, where commercial aircraft manufacturing is a major source of revenue and profit for companies like Boeing and GE Aviation [2][55]. - The C919 aircraft is set to lead the development of China's civil aviation manufacturing industry, with a production capacity expected to reach 200 units per year by 2029 [3][56]. - The aftermarket for civil aviation in China is projected to be vast, with the country potentially becoming the largest single aviation market globally by 2044 [4][5]. Summary by Sections Civil Aviation Manufacturing Growth - Civil aviation manufacturing in China is anticipated to grow significantly, driven by the C919's commercial operations and the development of a domestic supply chain [1][5]. - The report highlights that the domestic aviation manufacturing industry is beginning to catch up, with a focus on increasing the localization rate of components [3][4]. C919 Aircraft Development - The C919 aircraft, with over 1,000 orders, is expected to enhance production and delivery capabilities, marking a significant milestone in China's aviation history [3][56]. - The aircraft's production model involves a high degree of localization, with over 50% of its components sourced domestically [3][56]. Aftermarket Opportunities - The civil aviation aftermarket in China is projected to expand, with an increase in the number of approved civil aviation products and components [4][5]. - The report notes that the penetration of domestic materials is expected to rise, helping airlines reduce procurement costs and improve supply chain reliability [4][5]. Investment Opportunities - The report suggests focusing on investment opportunities within the civil aviation manufacturing supply chain, including companies involved in aircraft body manufacturing, materials, engines, and onboard equipment [5]. - Key companies mentioned include AVIC Xi'an Aircraft Industry, AVIC Harbin Aircraft Industry, and various suppliers of materials and components [5].

理工光科（300557.SZ）1月6日在投资者互动平台表示，您好，公司光纤传感产品可应用在国产大飞 机、核聚变领域。公司已中标 HL-3 主机光纤传感监测系统项目，为我国自主研制的新一代人造太 阳"中国环流三号"（HL-3）可控核聚变大科学装置提供核心传感技术支持。感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘您好，贵司的产品有用在商业航天或者核 聚变领域吗？谢谢。 ...

格隆汇1月6日丨理工光科(300557.SZ)在互动平台表示，公司光纤传感产品可应用在国产大飞机、核聚 变领域。公司已中标 HL-3 主机光纤传感监测系统项目，为我国自主研制的新一代人造太阳"中国环流 三号"（HL-3）可控核聚变大科学装置提供核心传感技术支持。 ...

北京商报讯（记者 关子辰 牛清妍）1月6日，2026年全国民航工作会议在京召开。会议披露，2025年全 行业统筹推进国产大飞机新型号、涡扇发动机等重点型号审定，颁发AG600型号合格证和生产许可证， 持续做好C919、C909飞机证后设计优化审定。C919安全载客突破400万人次，C909成功拓展越南、老 挝等国际市场。 ...

Core Insights - The C919 aircraft has officially entered service with China Southern Airlines' Hunan branch, marking a significant milestone in the domestic aviation industry and expanding the scale of domestic aircraft operations in China [1][3]. Group 1: C919 Aircraft Operations - The C919 aircraft, designated B-658N, successfully landed at Changsha Huanghua International Airport, making Changsha the fourth city in China to operate the C919 after Beijing, Shanghai, and Guangzhou [1]. - Since its first flight to Hunan in January 2025, China Southern Airlines has operated over 1,400 flights on seven routes from Changsha to major cities, carrying over 170,000 passengers [3]. - The airline plans to introduce a second C919 aircraft by the 2026 Spring Festival, expanding its operations to include more routes and increasing the frequency of flights, particularly on the Changsha to Beijing route [9]. Group 2: Route Expansion and Network Development - China Southern Airlines operates 43 routes from Hunan, connecting to 36 domestic and international destinations, with a total of 834 flights per week during the current winter-spring season [5]. - The airline is enhancing its international route offerings, including new flights from Changsha to Singapore and Ho Chi Minh City, set to commence in early 2026, which will increase the weekly international flights to 44 [7]. Group 3: Service Innovations and Infrastructure Development - The airline is developing an "air-rail intermodal" product to improve passenger travel efficiency and is set to launch a "one-minute boarding" service on the Changsha to Beijing route before the 2026 Spring Festival [7]. - China Southern Airlines is focused on strengthening its operational support systems for the C919, enhancing maintenance capabilities, and fostering collaboration in the development of domestic aircraft [9].

记者查询发现，在2023年5月22日，东航首家国产大型客机C919在进行验证飞行期间，首次抵达南京禄口国际机场。2023年5月28日，东航全球首架C919 飞机执行MU9191航班，从上海虹桥飞往北京首都，成功完成该机型的全球首次商业载客飞行，标志着C919的"研发、制造、取证、投运"全面贯通，中国 民航商业运营国产大飞机正式"起步"。 截至目前，国内已有近20座机场有三大航的C919的定期航线，除四大一线城市和香港外，C919在国内的其他主要目的地还包括重庆、成都、武汉、杭 州、西安、沈阳、太原、温州、长沙、海口、三亚、厦门、兰州等。 校对 陶善工 扬子晚报网12月30日讯（记者 笪越）记者查询票务平台获悉，从2026年1月12日起，南方航空（600029）将启用C919型国产大飞机执飞南京-广州航线， 每日2班，具体时刻如下：CZ3843 广州-南京 08:15-10:30；CZ3844 南京-广州11:40-14:10；CZ3855 广州-南京15:45-18:05；CZ3856 南京-广州19:15-21:45。 这意味着国产大飞机在南京航线的运营将进入常态化阶段。 中国商飞C919（英文名COMAC ...

科德数控(688305)12月26日在互动平台表示，展望2026年，公司将继续深化在航空航天、能源等重要领 域的全面自主化，基于在航天领域深厚的技术和应用积累，扩大在商用航天领域的覆盖面；并积极把握 国产大飞机等国家重大战略带来的产业链机遇，加速推进中试基地和创新中心项目，推动五轴数控装备 在机身结构件、机翼、发动机关键部件等环节的工艺解决方案和规模化应用。同时，公司也积极拓展产 品在医疗、半导体、低空经济、人形机器人等新兴领域的应用。未来随着整机产能的释放，公司会进一 步推进高档数控系统、关键功能部件以及售后服务等业务的拓展，不断扩大市场份额。 ...

格隆汇12月26日丨科德数控(688305.SH)在互动平台表示，展望2026年，公司将继续深化在航空航天、 能源等重要领域的全面自主化，基于在航天领域深厚的技术和应用积累，扩大在商用航天领域的覆盖 面；并积极把握国产大飞机等国家重大战略带来的产业链机遇，加速推进中试基地和创新中心项目，推 动五轴数控装备在机身结构件、机翼、发动机关键部件等环节的工艺解决方案和规模化应用。同时，公 司也积极拓展产品在医疗、半导体、低空经济、人形机器人等新兴领域的应用。未来随着整机产能的释 放，公司会进一步推进高档数控系统、关键功能部件以及售后服务等业务的拓展，不断扩大市场份额。 ...

深度推荐军转民 AI 及商业航天赛道 20251222 摘要 新雷能特种订单修复和数据中心电源业务放量，前三季度收入增长 36%，亏损同比收窄，股权激励计划显示公司对未来增长的信心，预计 2025-2027 年营收增速将分别达到 20%、60%和 120%。 新雷能在高可靠特种领域，受益于国产大飞机持续交付和卫星领域星网 工程及 G60 星链项目，预计未来 20 年国内民航客机市场电源年需求约 90 亿元，卫星发射年需求超 80 亿元。 数据中心业务受益于 AI 产业爆发，预计 2025-2031 年服务器电源市场 规模将从 265 亿美元增至 600 多亿美元，新雷能与海外客户合作开拓 海外算力市场，预计到 2027 年相关产品市场空间接近 400 亿人民币。 菲利华新电子布行业前景广阔，预计 2027 年需求量将增长至六七千万 米以上，市场空间达 150 亿元人民币，公司具备全产业链自主可控优势 和先发优势。 商业航天领域快速发展，SpaceX 内部估值已达 8,000 亿美元，ARK Investment 预测未来估值可达 2.5 万亿美元。国内蓝箭航天朱雀三号 运载火箭首飞，展示了多项新技术。 Q&A ...