航空航天ETF（159227）紧密跟踪国证航天指数，指数覆盖航空装备、航天装备、卫星导航、新材料等 关键产业链环节。申万一级军工行业占比高达97.9%，堪称全市场"军工纯度"最高的指数。按申万二级 行业分类，国证航天指数"含航量"较高，航空装备与航天装备两大核心板块则占据66.8%权重，深度聚 焦大飞机研制、低空经济、商业航天等新兴领域航空航天装备产业链关键领域。 消息面上，据证券时报，8月9日—8月11日，捷龙三号遥六运载火箭将搭载时空道宇公司"吉利星座04 组"11颗卫星升空，择机在日照近海发射，瞄准前沿时间8月9日凌晨0时33分。本次发射的"吉利星座04 组"11颗卫星，主要为吉利旗下极氪、领克等品牌提供厘米级高精定位、卫星通信及自动驾驶支持。 中金公司认为，我国商业航天产业有望进入发展快车道，建议重视卫星制造、发射及下游应用的投资机 会。 8月8日，A股三大指数盘中相继翻红，军工板块走势震荡，商业航天板块活跃。 航空航天ETF（159227）盘中走势震荡，盘中翻红，盘中一度涨超0.5%。成交额超7300万元，稳居同标 的产品第一。持仓股华力创通、上海瀚讯涨超5%，航天晨光、中国卫星、长城军工、航天电子 ...

Core Viewpoint - The aerospace sector in the A-share market experienced a slight pullback, with the Tianhong Aerospace ETF (159241) showing a minor decline of 0.33% as of the report date, despite some constituent stocks rising [1] Fund Flow - The Tianhong Aerospace ETF (159241) attracted over 22 million yuan in capital on August 7, ranking first among similar funds [2] - This ETF closely tracks the Guozheng Aerospace Index, which has a significant weight of nearly 98% in the defense and military industry, making it the index with the highest military content in the market [2] - The core sectors of the aerospace equipment industry, including aviation and aerospace equipment, account for nearly 67% of the index's weight, focusing on key areas such as large aircraft manufacturing, low-altitude economy, and commercial aerospace [2] Industry Developments - A significant milestone was achieved in China's manned lunar exploration program with the successful completion of the lunar lander landing and takeoff verification test on August 6, 2025, marking a critical point in the development of manned lunar spacecraft [2] - The satellite internet industry is witnessing a clearer development path, with technological innovations in manufacturing laying the groundwork for large-scale production [2] - The introduction of commercial space launch sites and advancements in reusable rocket technology are expected to significantly reduce launch costs and enhance capacity [2] - Breakthroughs in mobile direct satellite connection technology are opening up vast and lasting demand space for the industry [2] Satellite Internet Progress - Since the end of July 2025, the frequency of GW satellite constellation launches in China has significantly increased, with the interval between launches for the first five groups of satellites reduced from one to two months to just 3-5 days for the subsequent groups, indicating a rapid networking phase for China's satellite internet [3]

航天科技再度涨停，4个交易日内录得3个涨停，累计涨幅为27.44%，累计换手率为58.89%。截至9:43， 该股今日成交量6496.94万股，成交金额10.70亿元，换手率8.14%。最新A股总市值达135.30亿元，A股 流通市值135.29亿元。 证券时报·数据宝统计，两融数据来看，该股最新（8月7日）两融余额为5.39亿元，其中，融资余额5.37 亿元，较前一个交易日减少3469.16万元，环比下降6.06%，近4日累计减少1063.86万元，环比下降 1.94%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日涨幅偏离值达7%上榜龙虎榜1 次，买卖居前营业部中，机构净卖出1287.77万元，深股通累计净买入2535.85万元，营业部席位合计净 买入9339.67万元。 4月30日公司发布的一季报数据显示，一季度公司共实现营业总收入16.53亿元，同比增长0.38%，实现 净利润-364.67万元，同比下降148.75%。7月15日公司公布了上半年业绩预告，预计实现净利润0.68亿元 至0.95亿元，同比变动区间为1628.83%~2315.27%。（数据宝） 近日该股表现 | 日 ...

Summary of Aerospace Electronics Conference Call Company Overview - Aerospace Electronics benefits from the continuous growth of aerospace model tasks, driven by deep space exploration, low-orbit constellation construction, and the normalization of space station operations, establishing itself as a core electronic support institute of the Aerospace Science and Technology Group [2][10][11] Industry Insights - China's low-orbit constellation construction is accelerating, with the Xingwang project and Qianfan constellation planning nearly 28,000 satellites, leading to a significant commercial low-orbit satellite market expected to reach nearly 600 billion yuan by 2028 [2][12][13] - The satellite manufacturing segment is anticipated to experience rapid growth, with the market for electronic components supporting commercial satellite platforms projected to reach 30 billion yuan by 2028 [2][15] Core Business Segments - Aerospace Electronics operates primarily in two business segments: aerospace electronic support and unmanned systems. The support segment includes tasks related to military supply, such as measurement and control communication, inertial navigation, electromechanical components, and integrated circuits [7][10] - The company has established a comprehensive family of unmanned aerial vehicles (UAVs) that cover various operational levels, positioning itself as a key unit in the military's unmanned systems project [19][20] Technological Advantages - The company holds significant technological advantages in measurement and control communication, inertial navigation, and integrated circuits, with a leading position in domestic markets [8][17] - It is involved in the production of various measurement and control communication devices for rockets and satellites, and has a strong focus on developing quantum inertial navigation systems [8][17] Financial Performance - Since the overall asset injection in 2016, Aerospace Electronics has seen steady revenue growth, although net profit has been impacted by losses from non-core businesses. The company expects improved operational efficiency following the divestment of low-efficiency assets starting in 2025 [6][21] Market Position and Future Outlook - The company has a strong market presence both domestically and internationally, with significant overseas revenue growth. Its products, such as the Feihong series UAVs, have received high praise in international markets [5][21] - The company is optimistic about future demand growth, having invested over 500 million yuan in industrialization since 2021, and is well-positioned to benefit from the overall industry growth [21][22] Key Growth Drivers - The core growth driver for Aerospace Electronics lies in the increasing demand for aerospace model tasks, particularly in deep space exploration and low-orbit satellite construction [10][16] - The company is expected to enjoy substantial benefits from its collaboration with the Aerospace Science and Technology Group, which leads major national projects [16][21] Additional Insights - The market is increasingly recognizing the role of small and medium-sized UAVs in modern warfare, with a growing emphasis on swarm tactics and collective operations, which Aerospace Electronics is well-prepared to address [18][20] - The company is also expanding into underwater technology, planning significant investments in intelligent underwater vehicle projects [20] This summary encapsulates the key points discussed in the conference call, highlighting the company's strategic positioning, market dynamics, and future growth potential.

Group 1: CFO Compensation Overview - The total compensation for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - In the aerospace equipment industry, the total CFO compensation amounted to 3.57 million yuan, with an average salary of 713,800 yuan, reflecting a year-on-year increase of 6.31% [1] - The highest-paid CFO in the aerospace equipment sector is from Aerospace HuanYu, earning 881,100 yuan, while the lowest is from Xinyu Guoke, earning 530,000 yuan, which is a slight increase of 3.9% from the previous year [1] Group 2: CFO Demographics - Among the five listed companies in the aerospace equipment industry, only the CFO of Aerospace HuanYu holds a master's degree, while the others have bachelor's degrees [1] - The oldest CFO is from Aerospace HuanYu, born in 1966, making him 59 years old, while the youngest is from Xinyu Guoke, born in 1985, making him 40 years old [1] Group 3: Company Performance - Ligong Navigation reported the fastest growth in performance, with revenue and net profit reaching 171 million yuan and -5 million yuan, respectively, representing year-on-year increases of 685.6% and 79.9% [2] - Xingwang Yuda experienced the largest decline in performance, with revenue and net profit of 423 million yuan and -228 million yuan, reflecting year-on-year decreases of 45.1% and 522.4% [3] Group 4: Regulatory Compliance - As of 2024, no CFOs in the aerospace equipment industry have faced penalties related to administrative regulatory measures [3]

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 分行业来看，航天装备行业纳入统计范围的上市公司共5家，分别为航天环宇、航天电子、理工导航、 星网宇达、新余国科，CFO薪酬总额356.92 万元，平均薪酬71.38万元，同比增长6.31%。 按学历来看，仅航天环宇CFO詹枞生为硕士学历，其余4家上市公司CFO均为本科学历。 按年龄来看，年龄最大的为航天环宇CFO詹枞生，1966年生，现年59岁；年龄最小的为新余国科CFO游 细强，1985年生，现年40岁。 航天装备行业，航天环宇CFO詹枞生薪酬最高，达88.11万元，与上年基本持平。新余国科CFO游细强 薪酬最低，为53万元，较上年微增3.9%。 星网宇达CFO刘正武薪酬涨幅最高，年薪70.34万元，上年为60.24万元，同比增长16.8%。航天电子CFO 徐洪锁2023年及2024年薪酬均为80万元。 ...

Wind实时申购赎回信息显示，该ETF获实时净申购达900万份。 航空航天ETF天弘（159241）紧密跟踪国证航天指数，按申万一级行业分类，该指数以近98%的国防军 工行业权重形成显著特征，是全市场军工含量最高的指数。按申万二级行业分类，国证航天指数"含航 量"较高，航空装备与航天装备两大核心板块则占据近67%权重，深度聚焦大飞机研制、低空经济、商 业航天等新兴领域航空航天装备产业链关键领域。 8月7日，A股三大指数盘初持续活跃，军工板块震荡走弱。 中信建投指出，2025年7月底以来，我国GW星座发射频率显著提升，从01-05组星的一到两个月发射间 隔缩短到05-07组星的3-5天发射间隔，组网速度明显加快，或表明我国卫星互联网开始进入快速组网 期。此外，千帆星座的发射招标也已经启动，海南商发的1号和2号发射工位开启常态化发射工作，大型 民营液体火箭也将陆续首飞，可重复使用实验稳步开展，民营火箭企业开始IPO辅导，我国商业航天产 业进入快速发展期。 热门ETF中，航空航天ETF天弘（159241）截至发稿下跌0.81%，成交额超4200万元，换手率超9%，实 时换手率暂居同标的产品第一，交投活跃。 成分股中 ...

航天科技公告，公司股票于2025年8月4日、2025年8月5日、2025年8月6日连续三个交易日收盘价格涨幅 累计达到20%，属于股票异常波动情况。经核实，公司前期披露信息无需更正或补充，近期未发现可能 影响公司股票交易价格的未公开重大信息。公司经营情况正常，内外部环境未发生重大变化，控股股东 及实际控制人不存在应披露而未披露的重大事项。 ...

Market Performance - The aerospace equipment sector increased by 1.5% on August 6, with Xinyu Guoke leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Stock Performance - Xinyu Guoke (300722) closed at 41.14, with a rise of 4.76% and a trading volume of 263,800 shares, amounting to a transaction value of 1.075 billion yuan [1] - Other notable stocks included: - Ligong Navigation (688282) at 54.12, up 2.97% [1] - Zhongtian Rocket (003009) at 48.61, up 2.08% [1] - China Satellite (600118) at 29.90, up 1.36% [1] Capital Flow - The aerospace equipment sector saw a net inflow of 38.6363 million yuan from main funds, while retail funds had a net inflow of 32.0128 million yuan [1] - Notably, the main funds for Xinyu Guoke had a net inflow of 42.0222 million yuan, while retail funds showed a net outflow of 33.3736 million yuan [2]

8月6日，A股再度走强，军工板块领涨！航空ETF基金（159257）强势冲高，截至午盘涨超2%，成交额超2500万元，量价齐升！ | 序号 | 代码 | 名标 | 涨跌幅 | | 估算权重 | | --- | --- | --- | --- | --- | --- | | 1 | 002085 | 万丰圆成 | 1.03% | 4.06亿 | 6.10% | | 2 | 002389 | 航天彩虹 | 4.53% | 14.88 Z | 4.50% | | 3 | 600316 | 供都航空 | 2.96% | 7.05 Z | 4.32% | | 4 | 600038 | 中直股份 | 1.39% | 4.58 Z | 3.90% | | 5 | 300045 | 华力创通 | 1.82% | 8.45 Z | 2.98% | | 6 | 688582 | 不动联科 | 0.00% | 2.40亿 | 2.56% | | 7 | 688002 | 香创微纳 | 4.66% | 3.61亿 | 2.54% | | 8 | 600893 | 航发动力 | 2.11% | 8.6417 | 2.40% | | ਰ ...