大飞机

Search documents
海格通信涨2.04%,成交额7.97亿元,主力资金净流出1853.88万元
Xin Lang Cai Jing· 2025-08-25 03:49
8月25日,海格通信盘中上涨2.04%,截至10:31,报14.49元/股,成交7.97亿元,换手率2.26%,总市值 359.62亿元。 资金流向方面,主力资金净流出1853.88万元,特大单买入9438.33万元,占比11.85%,卖出5999.58万 元,占比7.53%;大单买入1.56亿元,占比19.53%,卖出2.09亿元,占比26.18%。 截至6月30日,海格通信股东户数18.44万,较上期增加80.17%;人均流通股13437股,较上期减少 43.44%。2025年1月-6月,海格通信实现营业收入22.29亿元,同比减少13.97%;归母净利润251.38万 元,同比减少98.72%。 分红方面,海格通信A股上市后累计派现35.56亿元。近三年,累计派现8.67亿元。 机构持仓方面,截止2025年6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3815.50万股,相比上期增加1276.95万股。香港中央结算有限公司位居第四大 流通股东,持股3475.36万股,相比上期减少293.84万股。南方中证500ETF(510500)位居第六大流通 股 ...
航亚科技上周获融资净买入2495.29万元,居两市第479位
Sou Hu Cai Jing· 2025-08-25 01:13
天眼查商业履历信息显示,无锡航亚科技股份有限公司,成立于2013年,位于无锡市,是一家以从事软 件和信息技术服务业为主的企业。企业注册资本25838.2608万人民币,实缴资本13578.2608万人民币。 公司法定代表人为严奇。 通过天眼查大数据分析,无锡航亚科技股份有限公司共对外投资了3家企业,参与招投标项目73次,知 识产权方面有商标信息7条,专利信息168条,此外企业还拥有行政许可51个。 8月25日,沪深两融数据显示,航亚科技上周累计获融资净买入额2495.29万元,居两市第479位,上周 融资买入额1.71亿元,偿还额1.46亿元。 航亚科技所属概念板块包括:航天航空、江苏板块、专精特新、融资融券、大飞机、医疗器械概念、通 用航空。 资金流方面,航亚科技近5日主力资金流出4268.25万元,区间跌幅3.58%;近10日主力资金流出5426.08 万元,区间跌幅2.21%。 来源:金融界 ...
中航高科20250823
2025-08-24 14:47
中航高科 20250823 摘要 航空新材料业务一直是中航高科发展的基本盘,公司正在启动"十五五"规划 的编制工作。这一规划结合集团及公司对未来产业布局的战略,将特别关注战 略性新兴产业场景。军品作为基本盘,主机需求是核心。目前,公司在深圳设 立了面向低空经济的新公司,并以长三角和珠三角为中心统筹资源,聚焦自身 公司今年研发投入主要集中在 T1,100 级及高模量型号材料升级、电磁 屏蔽等功能性材料开发,以及柏慕公司在空客、波音等取证工作和高铁 领域积累,为未来碳盘和钢盘推广奠定基础。 公司现金流回款较去年有所提升,但应收应付金额仍处于较高水平,预 计下半年随着产业链回款逐步改善,年底应收应付金额会有所下降,有 信心实现全年经营目标。 材料方面的核心能力,与头部企业协同合作。我们对低空经济的发展前景非常 看好,将继续利用积累的核心能力,共同扩大市场。 中航高科在低空经济领域有哪些具体举措? 在低空经济方面,中航高科坚持以市场为导向,以客户为中心,构建聚焦核心 领域、深耕存量市场、拓展增量空间的业务发展体系,通过强化战略合作、深 化客户协同、完善能力建设等措施提升核心竞争力。公司重点布局低空 3C 等 技术要求 ...
洪都航空涨2.06%,成交额2.92亿元,主力资金净流入2570.70万元
Xin Lang Cai Jing· 2025-08-22 03:01
Group 1 - The stock price of Hongdu Aviation increased by 2.06% on August 22, reaching 42.15 CNY per share, with a trading volume of 2.92 billion CNY and a market capitalization of 302.26 billion CNY [1] - The net inflow of main funds was 25.71 million CNY, with large orders accounting for 21.84% of purchases and 18% of sales [1] - Year-to-date, Hongdu Aviation's stock price has risen by 31.30%, with a 1.47% increase over the last five trading days and a 20.04% increase over the last 60 days [1] Group 2 - As of June 20, the number of shareholders of Hongdu Aviation increased to 64,900, with an average of 11,045 circulating shares per person [2] - For the first quarter of 2025, Hongdu Aviation reported a revenue of 510 million CNY, representing a year-on-year growth of 90.56% [2] - Since its A-share listing, Hongdu Aviation has distributed a total of 610 million CNY in dividends, with 65.26 million CNY distributed over the past three years [2]
天保基建股价微跌0.44% 盘中振幅超6%
Jin Rong Jie· 2025-08-21 17:45
天保基建股价报4.57元,较前一交易日下跌0.02元,跌幅0.44%。盘中最高触及4.84元,最低下探4.56 元,振幅达6.10%,成交额4.11亿元,换手率7.96%。 8月21日盘中,天保基建曾快速回调,5分钟内跌幅超过2%,成交1.87亿元。当日主力资金净流入 2369.96万元,近五日主力资金累计净流入5100.16万元。 风险提示:股市有风险,投资需谨慎。 天保基建主营业务为房地产开发与经营,公司位于天津,涉及大飞机等概念。2025年中报业绩预增。 ...
起帆电缆股价微涨0.99% 公司公告称无违规担保情况
Jin Rong Jie· 2025-08-20 17:32
截至2025年8月20日收盘,起帆电缆股价报16.29元,较前一交易日上涨0.99%,成交额0.53亿元,换手 率0.80%。 起帆电缆主营业务为电线电缆的研发、生产和销售,产品广泛应用于电力、建筑、轨道交通等领域。公 司所属概念板块包括电网设备、上海板块、大飞机等。 8月20日晚间,起帆电缆发布公告称,公司及下属子公司均不存在违规担保情况,未对控股股东及关联 方提供担保,亦未发生逾期担保或涉及诉讼的担保事项。 风险提示:投资有风险,入市需谨慎。 ...
海达股份股价上涨1.02% 盘中快速反弹超2%
Jin Rong Jie· 2025-08-19 18:21
Group 1 - The core stock price of Haida Co., Ltd. closed at 10.93 yuan on August 19, 2025, with an increase of 0.11 yuan, representing a rise of 1.02% from the previous trading day [1] - The opening price for the day was 10.83 yuan, with a highest price of 11.15 yuan and a lowest price of 10.62 yuan, indicating volatility in trading [1] - The trading volume reached 201,978 hands, with a total transaction amount of 220 million yuan [1] Group 2 - Haida Co., Ltd. specializes in the research, production, and sales of rubber products, which are widely used in the automotive, rail transit, and construction industries [1] - The company's products are involved in concepts related to new energy vehicles and large aircraft [1] Group 3 - At 13:02 on August 19, Haida Co., Ltd. experienced a rapid rebound, with a price increase of over 2% within 5 minutes, reaching a peak of 11 yuan and a transaction amount of 106 million yuan [1] - The net inflow of main funds for the day was 33.43 million yuan, with a cumulative net inflow of 6.12 million yuan over the past five days [1]
光威复材,能源新材料增长47.95%
DT新材料· 2025-08-18 16:05
Core Viewpoint - The company reported a mixed performance in the first half of 2025, with revenue growth but a significant decline in net profit, primarily due to industry challenges and pricing pressures in the carbon fiber sector [2][3]. Financial Performance - The company achieved operating revenue of 1.2008 billion yuan, a year-on-year increase of 3.87% [3]. - The net profit attributable to shareholders was 269.45 million yuan, down 26.85% compared to the previous year [3]. - The net profit after deducting non-recurring gains and losses was 245.62 million yuan, a decrease of 24.23% year-on-year [3]. - The net cash flow from operating activities was 307.01 million yuan, down 15.76% from the previous year [3]. - Basic earnings per share were 0.3241 yuan, a decline of 27.27% [3]. - Total assets at the end of the reporting period were 8.0425 billion yuan, a slight decrease of 0.36% from the end of the previous year [3]. Segment Performance - The carbon fiber segment, including the expansion of fiber and Inner Mongolia Guangwei, generated sales of 636 million yuan, down 6.85% year-on-year due to supply-demand imbalance and price declines [2][3]. - The energy new materials segment, which includes wind power carbon beams, achieved sales of 369 million yuan, a significant increase of 47.95% year-on-year due to new customer growth and increased orders from traditional clients [3]. - The prepreg business in the general new materials segment saw sales of 111 million yuan, a decrease of 5.17% due to market competition and price declines [4]. - The composite materials technology segment reported sales of 35 million yuan, down 46.20% year-on-year [5]. - The precision machinery segment achieved sales of 37 million yuan, an increase of 7.88% [6]. - The Guangsheng technology segment generated sales of 7.54 million yuan, up 44.79% year-on-year, focusing on aerospace applications [6]. Strategic Developments - The company has established collaborations in the hydrogen energy sector, with over half of its civil fiber business revenue, approximately 120 million yuan, coming from hydrogen bottle applications [6]. - The company has been included in the procurement catalog for major aircraft projects, indicating a growing presence in the aerospace industry [6].
8月第3期:创业板指与科创50领涨
Tai Ping Yang· 2025-08-18 13:11
Group 1 - The market saw a broad increase, with the ChiNext Index and the Sci-Tech 50 leading the performance, while the dividend and micro-cap indices lagged behind [10][12] - The communication, electronics, and non-bank financial sectors showed the highest gains, whereas the banking, steel, and textile sectors performed the weakest [12][31] - The relative PE of the ChiNext Index to the CSI 300 increased, indicating a rising valuation compared to the broader market [17][22] Group 2 - The overall valuation of major indices is at a high percentile compared to the past year, with the ChiNext Index showing a PE of 36.2 and a PB of 4.6, indicating a premium valuation [23][31] - The financial and real estate sectors are valued above the 50% historical percentile, while materials, equipment manufacturing, industrial services, transportation, consumption, and technology are below 50% [24][34] - The food and beverage, agriculture, and public utilities sectors are currently considered undervalued, with their valuations at near one-year lows [34][41] Group 3 - The report highlights that the semiconductor materials, digital currency, and 6G sectors are currently at high valuation percentiles compared to their three-year history [41][42] - The profitability expectations across various industries have seen slight adjustments, with the beauty and personal care sector experiencing the largest upward revision [4][20] - The report suggests that the current valuation of the non-bank financial, public utilities, agriculture, food and beverage, and social services sectors is relatively low based on the PB-ROE perspective [38][39]
10天7板牛股闪崩爆天量!大热板块回调,国防军工ETF(512810)人气不减,放量溢价!
Xin Lang Ji Jin· 2025-08-14 12:01
Core Viewpoint - The defense and military sector is experiencing volatility, with significant fluctuations in stock prices, particularly in the context of the recent market movements and upcoming financial disclosures [1][3]. Group 1: Market Performance - The Shanghai Composite Index broke through 3700 points before experiencing a pullback, with the technology growth sector showing rapid differentiation and the defense and military sector declining [1]. - The defense military ETF (512810) opened at a three-and-a-half-year high but later fell by 1.66%, despite strong buying interest and a trading volume of 1.39 billion yuan, indicating high market activity [1][3]. - Longcheng Military and other popular stocks saw significant declines after reaching historical highs, with Longcheng Military dropping 7.12% on a trading volume of 85.85 billion yuan, despite a recent surge of over 100% in the past month [3]. Group 2: Stock Analysis - The defense military ETF (512810) has been actively attracting capital, with continuous premium trading and high-frequency trading activity, suggesting ongoing investor interest in the sector [3][4]. - China Great Wall stock showed resilience, hitting a new high for the year with a 3.6% increase and a trading volume of 121 billion yuan, making it the third-largest stock in the A-share market [3]. - The market is expected to face a tug-of-war between bulls and bears following recent breakthroughs, with profit-taking potentially increasing volatility in the defense and military sector [3]. Group 3: Future Outlook - The upcoming military parade is anticipated to boost sentiment and expectations in the defense and military sector, potentially catalyzing further market activity [3]. - The upcoming half-year reports are crucial, as the alignment between expectations and actual results could significantly impact the sector's continued upward trajectory [3].