| 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0315 | 0.0026 | -1311.54 | 0.0200 | | 每股净资产（元） | 8.06 | 8.06 | 0 | 7.94 | | 每股公积金(元) | 5.71 | 5.75 | -0.7 | 5.75 | | 每股未分配利润(元) | 1.27 | 1.28 | -0.78 | 1.23 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 3.15 | 4.64 | -32.11 | 5.09 | | 净利润(亿元) | -0.31 | 0.03 | -1133.33 | 0.19 | | 净资产收益率(%) | -0.38 | 0.03 | -1366.67 | 0.24 | 一、主要会计数据和财务指标 数据四舍五入，查看更多财务数据>> | 名称 持有数量(万股) | | 占总股本比例(%) | 增减情况(万股) | | --- | - ...

Financial Performance - In Q1 2025, the company reported revenue of 372 million yuan, a year-on-year increase of 15.96%, and a net profit of 151 million yuan, up 10.82% year-on-year, achieving historical highs in both metrics [2] - For the year 2024, the company achieved revenue of 1.558 billion yuan, a growth of 4.25%, and a net profit of 652 million yuan, increasing by 11.77% [4] - The revenue from the metamaterials business reached 1.552 billion yuan, marking a 21.69% increase, and the research and development revenue surged by 911.24% to 282 million yuan [4] Industry Position and Technological Advancements - The company has transitioned from a single material supplier to a core system integrator in the aerospace equipment industry, integrating functions such as communication, optoelectronic sensing, and electromagnetic control into complex metamaterial structures [3] - The unique properties of metamaterials, including lightweight and high strength, enable new design and manufacturing solutions for next-generation aerospace equipment [3] Production Capacity and Expansion - The company is accelerating its capacity expansion strategy with the establishment of five major bases, including the newly added Zhuzhou 905 base, Tianjin 906 base, and Leshan 106 base, enhancing its national metamaterial industry layout [7] - The Zhuzhou 905 base is set to become the main base for research, production, and testing, with its first phase expected to be operational by July this year [7] - The completion of these bases is anticipated to significantly improve the delivery efficiency of metamaterial products and alleviate existing order backlogs [8] Future Outlook - The company has signed significant contracts worth 780 million yuan for the mass production of metamaterial products, with delivery planned by the end of 2025, indicating a strong future revenue stream [4][5] - The production cycle for metamaterial products is at least six months, suggesting that the capacity from the new bases will start translating into actual deliveries in the latter half of this year [5]

一、主要会计数据和财务指标 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 6298.02万股，累计占流通股比： 25.71%，较上期变化： -259.37万股。 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.3963 | 0.1002 | -495.51 | 0.1127 | | 每股净资产（元） | 2.94 | 3.07 | -4.23 | 2.96 | | 每股公积金(元) | 1.22 | 0.89 | 37.08 | 0.89 | | 每股未分配利润(元) | 0.53 | 0.95 | -44.21 | 0.87 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 17.03 | 15.79 | 7.85 | 13.97 | | 净利润(亿元) | -0.95 | 0.24 | -495.83 | 0.27 | | 净资产收益率(%) | -12.82 ...

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0483 | 0.0105 | -560 | 0.0656 | | 每股净资产（元） | 1.82 | 1.88 | -3.19 | 3.18 | | 每股公积金(元) | 0.02 | 0.02 | 0 | 0.73 | | 每股未分配利润(元) | 0.67 | 0.73 | -8.22 | 1.22 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 1.41 | 2.33 | -39.48 | 2.33 | | 净利润(亿元) | -0.27 | 0.06 | -550 | 0.36 | | 净资产收益率(%) | -2.61 | 0.56 | -566.07 | 3.93 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 | 名称 | 持有数量(万股) | 占总股本比例(%) | 增减情况(万股) | | ...

中航沈飞（600760）公告，2025年第一季度营收为58.34亿元，同比下降38.55%；净利润为4.31亿元， 同比下降39.87%。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Insights - The company reported a significant increase in total revenue and net profit for 2024, with total revenue reaching 477.7 million yuan, a year-on-year increase of 62.35%, and net profit attributable to shareholders increasing to 45.54 million yuan, up 198.73% from the previous year [1][7] - The growth in performance is attributed to strong demand in the aerospace component sector, with continuous increases in processing orders, and improvements in production capacity and efficiency due to technological upgrades [7] - The company has made significant advancements in manufacturing key aerospace components, enhancing its competitive position in the market [7] - New business initiatives in AI-related services are being actively pursued, contributing to revenue growth [7] Financial Summary - Total assets increased from 868 million yuan in 2023 to 2.174 billion yuan in 2024, a growth of 150.54% [7] - Basic and diluted earnings per share for 2024 are reported at 0.31 yuan, a year-on-year increase of 210% [7] - The company plans to maintain its profit forecasts for 2025 and 2026, with net profits expected to be 135 million yuan and 194 million yuan respectively, and a new forecast for 2027 at 235 million yuan [7][8] - The projected P/E ratios for the upcoming years are 70, 49, and 40 for 2025, 2026, and 2027 respectively [1][8]

Financial Performance - The company reported a basic earnings per share of -0.0119 yuan for Q1 2025, an improvement of 7.75% compared to -0.0129 yuan in Q1 2024 [1] - The total revenue for Q1 2025 was 5.1 billion yuan, representing a significant increase of 91.01% from 2.67 billion yuan in Q1 2024 [1] - The net profit remained at -0.09 billion yuan for both Q1 2025 and Q1 2024, indicating no change [1] - The return on equity was -0.16% in Q1 2025, an improvement of 11.11% from -0.18% in Q1 2024 [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 39,352.16 million shares, accounting for 54.88% of the circulating shares, with a decrease of 852.82 million shares compared to the previous period [1] - China Aviation Technology Industry Co., Ltd. remains the largest shareholder with 31,388.33 million shares, representing 43.77% of the total share capital, unchanged from the previous period [2] - The fund "Jiaoyin Advanced Manufacturing Mixed A" saw a significant reduction of 678.48 million shares, while "Guangfa Innovation Upgrade Mixed" increased by 6.01 million shares [2] Dividend Policy - The company has decided not to distribute dividends or transfer shares in this period [2]

洪都航空（600316）公告，2025年第一季度营收为5.1亿元，同比增长90.56%；净亏损853.62万元，去 年同期净亏损928.22万元。 ...

中直股份（600038）公告，2025年第一季度营收为23.76亿元，同比下降29.55%；净利润为2.02亿元， 同比增长55.12%。 ...

中航机载（600372）公告，2025年第一季度营业收入47.25亿元，同比下降16.26%。净利润1.01亿元， 同比下降77.79%。 ...