（来源：沈阳日报） 转自：沈阳日报 本报讯（沈阳日报、沈报全媒体记者杨博）1月4日，记者从沈飞航空博览园获悉，沈飞航空博览园已完 成全面升级，现已正式对外开放。 沈飞航空博览园本次升级改造从如下几个方面展开： 改造一 硬件设施升级 展馆正门以温暖明亮的全新姿态惊艳亮相，线条利落大气；园区台阶与地面告别往日破损痕迹，换上全 新防滑铺装材质，路面平整洁净、耐用稳妥，让游客每一步探索都伴着舒心与安全。 改造四 休憩空间升级 真机代际陈列 全新户外座椅惊喜亮相，留一方休息的角落，游客逛累了随时落座，坐下歇歇，再继续参观。 户外参观战机群按机型代际全新划分六大展区，顺着时光脉络展示航空工业的发展长卷。六大展区，带 游客看完中国战机进化史。 改造二 导览全面升级 园区更新导览指引牌，馆内导览图与宣传手册同步更新，清晰标注各大展区位置，让游客的探索之旅全 程无忧。 改造三 ...

长空万里风正劲，奋楫扬帆恰当时。祝愿大家在新的一年，安宁喜乐、马到成功！祝愿航空事业蓬勃发 展、伟大祖国繁荣昌盛！ （文章来源：证券时报） 2025年是变革激荡、充满挑战、极具辉煌的一年。我们在集团党组坚强领导下，奋勇争先、走在前列， 办成了一系列决定长远的大事要事，取得了一系列振奋人心的重大成果。 2026年是"十五五"开局之年，我们要立足转型发展新阶段，坚定信心、乘势而上、全面发力，以永争第 一的劲头挺膺担当，以走在前列为目标锐意拼搏，聚焦首责主责主业切实增强核心功能、提升核心竞争 力，阔步"三四五"发展目标新征程，夺取"十五五"开局首胜，接力书写新时代航空强国建设沈飞华章！ 奋斗镌刻岁月足迹，时光勾勒新的年轮。在这辞旧迎新的美好时刻，向全体关心支持沈飞发展的各界朋 友们，致以诚挚问候和美好祝愿！ ...

Investment Rating - The report maintains an "Accumulate" rating for the industry [6] Core Viewpoints - The commercial aerospace industry is expected to enter an explosive growth phase over the next two years, driven by technological breakthroughs and policy incentives. The demand for launch services and satellite networking is anticipated to increase significantly, supported by the U.S. "America First" space policy and China's advancements in rocket launch capabilities [9][21] - The establishment of a dedicated regulatory body, the "Commercial Aerospace Administration," and the rapid acceptance of Blue Arrow Aerospace's IPO indicate accelerated policy and capital support for the commercial aerospace sector [11][22] - The integration of artificial intelligence with commercial aerospace is transforming "space computing" from a concept into a commercial reality, enhancing demand for satellite manufacturing and launch services [12][23] Summary by Sections Industry Overview - The industry comprises 142 listed companies with a total market value of 32,882.43 billion CNY and a circulating market value of 28,949.45 billion CNY [3] Key Developments - The successful launch of the "Fengyun-4C" satellite and the "Long March 7" rocket demonstrates China's growing capabilities in aerospace technology [14][30] - The first operational 30 MW pure hydrogen gas turbine marks a significant milestone in aviation equipment, showcasing advancements in green energy technology [13][28] Market Performance - The defense and military industry index rose by 3.05%, ranking second among 31 major industry sectors, with a current PE(TTM) of 78.4 times [41][48] Investment Opportunities - Recommended companies in the missile and military electronics sector include Hongyuan Electronics, Torch Electronics, and Macro Electronics [24] - In the aerospace engine sector, companies like Aero Engine Corporation of China and supporting firms such as Yingliu Co. and Aerospace Technology are highlighted [25] - For military trade, key players include AVIC Chengfei, AVIC Shenyang, and AVIC Xi'an [26] - In the new domain construction, companies like Guolian Aviation and Superjet Co. are suggested for investment in commercial aerospace [27]

Group 1 - The company held its 20th meeting of the 5th Board of Directors on December 30, 2025, with all 9 directors present, including 3 independent directors participating via remote voting [2][4] - The meeting approved the proposal to adjust the company's organizational structure to better respond to market demands and enhance project management, aiming to improve operational efficiency and support long-term development [3][11] - The organizational structure will now consist of 14 departments, including Market Development, R&D Management, Engineering Manufacturing, Supply Assurance, Quality Management, and others [11] Group 2 - The Board also approved revisions to the Senior Management Compensation Management Measures, aligning with relevant laws and the company's actual situation [5][8] - The voting results for the compensation management proposal were 7 in favor, 2 abstentions, and no opposition [8]

中航沈飞公告称，公司向特定对象发行的部分限售股将于2026年1月8日上市流通，上市流通股数为7800 万股，占公司总股本的2.75%。此次限售股涉及国泰海通证券、国家产业投资基金二期等11名股东。公 司控股股东中国航空工业集团认购股份限售期为18个月，其他发行对象认购股份限售期为6个月，截至 公告披露日，限售股份持有人均严格履行承诺。此外，2025年7月28日，公司因股权激励限制性股票实 施回购注销604,799股，总股本由2,835,699,513股减少至2,835,094,714股。 ...

Group 1: Military Advancements - In 2025, the Fujian aircraft carrier will be commissioned, marking China's entry into the "three aircraft carrier era" with advanced electromagnetic catapult technology [1] - Various unmanned equipment showcased during the 2025 military parade demonstrate breakthroughs in land, sea, and air combat capabilities [3][4] - The "Jiaolong," "Deep Sea Warrior," and "Fighter" manned submersibles completed over 310 deep-sea dives, achieving significant advancements in deep-sea exploration technology [6] Group 2: Aerospace Developments - In 2025, China successfully launched four crewed space missions and implemented rapid return technology for astronauts, enhancing the efficiency of space station operations [9] - The "Nine Heavens Sky" drone achieved its maiden flight, showcasing advancements in large drone technology with a payload capacity of 6 tons and a flight duration of 12 hours [7] Group 3: Transportation Innovations - China's high-speed rail network surpassed 50,000 kilometers, with the CR450 train achieving a record speed of 453 kilometers per hour, enhancing safety, energy efficiency, and comfort [14] Group 4: Technological Breakthroughs - The launch of personal computers using the Harmony operating system signifies a major step towards self-sufficiency in software and hardware, with over 1.19 billion devices now utilizing the system [12] - Significant innovations in energy storage technology have doubled the range of electric vehicles from 500 kilometers to 1000 kilometers [17]

证券之星消息，12月31日航空装备板块较上一交易日上涨0.57%，爱乐达领涨。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。航空装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300696 | 爰乐达 | 31.91 | 11.61% | 46.99万 | | 15.52亿 | | 300900 | 广联航空 | 39.07 | 10.62% | 85.20万 | | 32.73亿 | | 600391 | 航发科技 | 37.10 | 9.99% | 39.79万 | | 14.16亿 | | 300777 | 中简科技 | 40.80 | 5.18% | 60.49万 | | 24.35 亿 | | 301586 | 佳力奇 | 50.16 | 4.50% | 3.26万 | | 1.61亿 | | 688237 | 超卓航科 | 48.75 | 3.02% | 1.66万 | | 7961.62 ...

格隆汇12月31日丨光启技术(002625.SZ)在互动平台表示，公司为蜂群无人机的规模化制造进行全方位 赋能，目前乐山基地进展顺利，预计于2026年一季度具备量产条件并逐步释放产能。 ...

格隆汇12月31日丨光启技术(002625.SZ)在互动平台表示，公司目前为我国多个型号的新一代航空装备 研制与交付超材料雷达罩，在性能上处于国内外最先进水平，在市场上份额上也处于主导地位，当前还 没有为比亚迪等汽车企业研制雷达罩，后续如有合作会及时公告。 ...

此外，军工行业进入长期景气上行通道，把握新质战斗力及军贸两大主线。建军百年目标迫在眉睫，行 业将进入新一轮上升周期。 方正证券研究指出，内需方面，前期定型产品批产叠加新型号"十五五"转阶段批产，行业订单有望持续 下达。外贸方面，近年来我国军贸完成从"性价比替代"转向"技术标杆"、从"单品出口"到"体系解决方 案+服务生态"、从"市场参与者"升级为"规则制定者"的三重跃迁，当前全球新一轮军备竞赛背景下我国 军贸市场有望迎来历史机遇。在内需外贸双轮强驱动下，我国军工行业有望进入长期景气通道。 消息面上，近日，国家国防科工局党组理论学习中心组召开扩大会议，会议提出，要促进商业航天发 展，推动航天产业化。此前，12月26日上交所发布《商业火箭企业适用科创板第五套上市标准指引》， 标志着商业火箭企业登陆资本市场的通道正式打通、标准全面明确。 开源证券表示，商业火箭企业科创板IPO标准发布表明国家对商业航天领域的重点支持，资本加持将加 速产业发展。火箭产业链受益于航天动力、西部材料等企业的技术积累；卫星产业链及太空算力领域， 中科星图、航天宏图等企业凭借数据处理能力优势将获得发展机遇。商业航天产业链整体受益于政策支 持与 ...