1、业绩预告期间：2025年1月1日至2025年12月31日 2、业绩预告情况：预计净利润为正值且属于同向上升50%以上情形 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002933 证券简称：新兴装备 公告编号：2026-002 北京新兴东方航空装备股份有限公司 2025年年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 报告期内，非经常性损益对净利润影响预计为2,250万元至3,350万元，主要系公司持有的交易性金融资 产、权益投资等公允价值变动收益的影响。 报告期内，受客户采购需求的影响，交付的装备产品型号差异导致利润率有所上升。 四、风险提示 本次业绩预告是公司财务部门初步测算的结果，具体财务数据以公司披露的2025年年度报告为准。敬请 广大投资者谨慎决策，注意投资风险。 特此公告。 北京新兴东方航空装备股份有限公司董事会 ■ 二、与会计师事务所沟通情况 本期业绩预告相关的财务数据未经会计师事务所审计。公司已就业绩预告有关事项与为公司提供年度审 计服务的会计师事务所签字注册会计师进行了预沟通，双方在本次 ...

Core Viewpoint - The company expects a significant decline in net profit for the year 2025, projecting a decrease of approximately 48.17% to 60.13% compared to the previous year [2][3]. Financial Performance Forecast - The estimated net profit attributable to shareholders for 2025 is projected to be between 50 million to 65 million yuan, a decrease of approximately 60.4 million to 75.4 million yuan from the previous year [2][3]. - The estimated net profit, excluding non-recurring gains and losses, is projected to be between 37 million to 52 million yuan, a decrease of approximately 52.03 million to 67.03 million yuan from the previous year [2][3]. Previous Year Performance - In 2024, the company achieved a total profit of 136.4 million yuan, with a net profit attributable to shareholders of 125.4 million yuan and a net profit excluding non-recurring gains and losses of 104.03 million yuan [5]. Reasons for Performance Change - The decline in net profit for 2025 is attributed to changes in market conditions, industry policies, and the delivery schedule of product orders, leading to a decrease in revenue from aviation products and a reduction in product gross margin. Additionally, the company has increased its investment in research and development for military and civilian aircraft, advanced manufacturing, and new industry projects [7].

Group 1 - The company emphasizes the importance of market capitalization management and is actively working to enhance its performance in the capital market [1] - Strategies employed by the company include improving operational performance, share buybacks, profit distribution, and investor relations management [1]

Group 1: Company Overview - The company is a major base for military aviation and defense equipment, as well as a significant manufacturer of large civil unmanned aircraft and key components for civil aircraft [2][3] - In January 2025, the company completed a major asset restructuring, achieving overall listing of its core military assets [2][3] - The company has developed various military aircraft, including J-5, J-7, and J-20, and has capabilities across the entire chain of high-end aviation equipment [3] Group 2: Development Plans - During the "14th Five-Year Plan" period, the company aims to establish a new pattern of coordinated development across defense equipment, civil aviation, and military trade, focusing on technological innovation [4] - The goal is to enhance production capacity and combat effectiveness, while building a high-level aviation talent center and innovation hub [4] Group 3: Aerospace Business - The aerospace industry is a key component of the national strategic emerging industries, with the company focusing on innovation and structural optimization [5] - The company’s subsidiary is responsible for the research and production of the "Haolong" cargo spacecraft, marking a significant breakthrough in aerospace equipment [5] Group 4: Military Trade - The company has over 40 years of experience in military trade and is a major export base for aviation equipment [6] - Since May 2025, following international regional conflicts, the company has seen increased attention on its military trade products and has engaged in various market promotion activities [6] Group 5: Reforms and Innovations - The company is implementing multi-dimensional measures to support the reform of Guifei, focusing on enhancing manufacturing capabilities and optimizing product structure [7] - The National High-end Aviation Equipment Technology Innovation Center, established with government approval, aims to foster technological innovation and produce high-level aerospace products [7]

Core Viewpoint - The company, Jianghang Equipment (688586.SH), expects a significant decline in net profit for the fiscal year 2025, projecting a decrease of 48.17% to 60.13% compared to the previous year [1] Financial Projections - The company anticipates a net profit attributable to shareholders of approximately 50 million to 65 million yuan for 2025 [1] - The expected net profit, excluding non-recurring gains and losses, is projected to be around 37 million to 52 million yuan, reflecting a year-on-year decrease of 50.01% to 64.43% [1] Factors Influencing Performance - The decline in revenue from aviation products is attributed to changes in market conditions, industry policies, and the delivery schedule of product orders [1] - The company's gross profit margin is also expected to decrease year-on-year [1] - Increased investment in research and development for military and civilian aircraft, advanced manufacturing, and emerging industries is contributing to the decline in net profit [1]

Group 1 - The core viewpoint of the article is that the company, AVIC (Aviation Industry Corporation of China), is involved in the reusable rocket project through its subsidiaries, providing supporting services [2] Group 2 - The company responded to investor inquiries on its interactive platform regarding its involvement in the reusable rocket project [2] - The announcement indicates a strategic focus on aerospace technology and innovation within the company [2] - This involvement may position the company favorably in the growing space industry, which is increasingly focusing on sustainability and cost-effectiveness [2]

Core Viewpoint - The company has received a warning letter from the Sichuan Securities Regulatory Bureau due to deficiencies in internal control and irregularities in accounting practices [1] Group 1: Internal Control Issues - The company has been found to have deficiencies in the execution of its internal control systems [1] - Specific issues include irregular cash counting and inadequate coverage in inventory impairment testing [1] Group 2: Accounting Irregularities - The company has been cited for non-standard practices in revenue recognition across periods [1] - There are also concerns regarding the improper accounting treatment of goodwill [1] Group 3: Management Response - The company and responsible personnel will enhance financial and internal control management [1] - There will be a strict adherence to information disclosure obligations moving forward [1]

每经AI快讯，爱乐达1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润为5500万元 ~7000万元，同比扭亏为盈。业绩变动主要原因是，受益于军民品客户需求增加，公司订单量及交付规 模显著提升，为净利润增长提供了支撑。公司持续推进精益生产与精细化管理，优化流程、提升运营效 率，有效降低生产成本，进一步提升了盈利水平。随着产品量产规模扩大，单位生产成本明显下降，规 模化生产优势逐步显现，带动公司整体毛利率水平提升。 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 （记者 王晓波） ...

证券日报网讯1月30日，中航机载（600372）在互动平台回答投资者提问时表示，中航环球文化科技(北 京)有限公司为公司实际控制人中国航空工业集团有限公司下属单位。 ...

（记者 王晓波） 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 每经AI快讯，江航装备1月30日晚间发布业绩预告，预计2025年度归属于上市公司股东的净利润约5000 万元~6500万元，较上年同期相比，预计减少约6040万元~7540万元，同比减少48.17%~60.13%。业绩变 动主要原因是，2025年受市场环境、行业政策及公司产品订单交付节奏变化影响，航空产品收入同比下 降，产品毛利率同比下降。同时，公司加大在军民机、先进制造及战新产业项目的研发投入强度，净利 润同比下降。 ...