中国能建：中标145.86亿元重大煤电项目 5月28日晚，中国能建（601868）发布公告称，公司所属子公司组成的联合体中标中新建电力兵准园区 6×66万千瓦煤电项目（EPC），中标金额约145.86亿元。该项目包括6台66万千瓦超超临界燃煤发电机 组及配套环保设施，总工期约36.5个月。目前尚未正式签署合同。 资料显示，中国能建成立于2014年12月，主营业务是勘测设计及咨询、工程建设、工业制造、投资运 营。 所属行业：建筑装饰–基础建设–基建市政工程 友讯达：中标国家电网1.76亿元项目 5月28日晚，友讯达（300514）发布公告称，公司在国家电网有限公司2025年第三十一批采购（营销项 目第一次计量设备招标采购）中中标10个包，中标金额约为1.76亿元，占公司2024年经审计营业收入的 17.44%。 资料显示，友讯达成立于2002年9月，主营业务是各行业综合物联网问题的服务、帮助和解决。 所属行业：电力设备–电网设备–电工仪器仪表 岱勒新材：与专业机构共同设立投资基金 5月28日晚，岱勒新材（300700）发布公告称，公司与泰诺（深圳）私募股权基金管理有限公司等机构 签署协议，共同投资设立深圳泰诺协 ...

这台飞行与导航程序训练器，技术上采用全模块、轻量化、多耦合设计，构建了高适配模块化驾驶舱架构；基于自主研发的高等级全动模拟机技术，构建导 航程序训练器验证数据包开发与数据采集体系；提供标准化数据接口，实现航班运行数据和训练数据全数据库融合。整体运行效果达到国际同等训练装备的 水平。 第三届民航科教创新成果展正在北京举行。在本届民航科教创新成果展上，不少民航硬核科技成果集中亮相，多项国产航空装备填补技术空白。其中国内首 台自研A320NEO飞行与导航程序训练器吸引了不少观众前来体验。 本次展会上，能够将飞机故障预测准确率提升至98%以上，故障定位时间缩短80%的天瞳系统等一批国产航空装备和技术集中亮相，这些装备与技术打破多 项国外垄断，比肩国际先进水平。其中，国内首台自研A320NEO飞行与导航程序训练器成为全场亮点，吸引了不少观众前来体验。 观众 莫欣颖：我觉得首先很有意思，它很像一个模拟游戏的感觉，其次就是它非常地身临其境，非常有真实感。其实已经很让我紧张了，我当时起飞的时 候，很怕自己起飞不好，然后一定要控制好它这个角度。我觉得还是一个非常新奇的一个体验。 南航翔翼公司科创管理部高级科创专员 刘伟：可以满 ...

盘面回顾：全天窄幅震荡，交易量略有萎缩，消费和医药反弹。周二 A 股全天窄幅震荡，振幅仅 19 点，交易量为较周一出现一定萎缩。市场表现整体较为清淡，消费和医药成为继银行之后相对抗跌 的板块。周二 31 个一级行业涨跌互现，领涨板块包括纺织服饰、医药生物、美容护理、环保、房地 产。下跌板块中跌幅靠前的是有色金属、电子、汽车、机械设备、通信。 风险提示：关税冲击的后续影响，美联储降息延后，海外经济衰退超预期，国内经济复苏不及预 期，政策执行不及预期等。 热点板块：6 月可能仍是事件驱动的主题性行情，低位板块如消费、医药、调整较为充分的注科技 成长可关注。1）促进消费扩大内需是 2025 年的重点任务，虽然大消费方向年报和一季报表现相对平 淡，但市场对后续政策对冲仍有期待，这将是 2025 年大消费方向的重要看点。关注乳制品、IP 消费、 休闲旅游、医美等基本面景气度较高的板块。2）机器人国产化和走进老百姓生活依然是 2025 年比较确 定的趋势，机器人产品将从人形机器人向四足机器人、功能型机器人扩展。以此带来的传感器、控制 器、灵巧手等板块的阶段性机会将会反复出现。5-6 月关注机器人格斗大赛的进展。3）半导体 ...

证券代码：603261 证券简称：*ST 立航 公告编号：2025-025 成都立航科技股份有限公司 关于 2024 年度暨 2025 年第一季度业绩说明会 召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 问题 1： 请问贵公司一季度营业额里面，各个项目情况是如何增长的，尤 其是飞机地面保障设备.谢谢！ 答复：尊敬的投资者，您好！公司一季度业务相比同期增长主要是在飞机地 面保障设备及工艺装备业务板块。感谢您的支持与关注！ 问题 2： 1、截止 2025 年 5 月份，公司在手订单情况？交付情况是否符合 预期？谢谢。 2、做为国家高新技术企业，公司财务报告显示，2024 年开始研 发费用明显下降，请问 2025 年的预期情况？研发投入不足是否影响到未来公司 新产品的推出？ 答复：尊敬的投资者，您好!公司目前生产订单及交付情况正常；公司研发 投入分为费用化研发投入与受托研发投入，2024 年度研发投入总额为 1980.96 万元，占营业收入比例为 6.83%，与上年同期相比基本持平。同时，为提高研发 效率，将 ...

Group 1: Company Overview - AVIC Xi'an Aircraft Industry Group Co., Ltd. (AVIC Xifei) was established on June 18, 1997, and listed on the Shenzhen Stock Exchange on June 26, 1997, becoming the first listed company in China's aviation manufacturing industry [2][3] - The company primarily engages in the research, production, maintenance, and service of large and medium-sized aircraft and aviation components, collaborating with major international and domestic aviation companies like Airbus and Boeing [2][3] Group 2: Technological Development - The company emphasizes systematic development and actively expands into new technology fields, enhancing its product range and production delivery capabilities [3] - AVIC Xifei is committed to advancing information technology, digitalization, and intelligent manufacturing in the aviation industry, with a focus on upgrading production lines through new technologies [3] - The company has integrated artificial intelligence into its manufacturing processes, with notable achievements recognized by the Ministry of Industry and Information Technology [3] Group 3: Future Growth Prospects - Over the next five years, the company aims to focus on aircraft development, production, maintenance, and services, enhancing technological innovation and expanding subcontracting operations [4] - The company plans to improve its aviation maintenance service capabilities, offering integrated services that include maintenance, modification, and supply chain management [4] Group 4: Military Industry Opportunities - Recent conflicts, such as those between Pakistan and India, have highlighted the performance of China's aviation equipment, increasing the demand for modernization in national defense [5] - As a core enterprise in aviation equipment manufacturing, AVIC Xifei is positioned to respond to customer needs and enhance the reliability and applicability of its products, contributing to the development of China's military capabilities [5] Group 5: Innovation and Research - The company is advancing the "Large Aircraft Innovation Base" initiative, establishing high-level innovation platforms to support major project applications in aviation technology [5] - AVIC Xifei aims to create a collaborative innovation environment that fosters technological independence and contributes significantly to the advancement of aviation technology [5]

证券代码：837006 证券简称：晟楠科技 公告编号：2025-042 江苏晟楠电子科技股份有限公司 投资者关系活动记录表 □路演活动 □其他 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 二、 投资者关系活动情况 活动时间：2025 年 5 月 21 日 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net） 参会单位及人员：通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者 上市公司接待人员：公司董事、总经理：吴国庆先生；公司董事会秘书：张 鑫焱先生；公司财务负责人：王红兵先生；公司保荐代表人：秦睿女士 三、 投资者关系活动主要内容 问题 1：公司 2025 年第一季度营业收入同比增长 28.71%，增长的主要驱动 因素是什么？未来这种增长趋势能否持续？ 回答：尊敬的投资者，您好！2025 年第一季度营业收入增长主要得益于市 场拓展和产品竞争力提升。从市场 ...

Core Points - The company is holding its first extraordinary general meeting of shareholders in 2025 to discuss key proposals related to extending the validity period of stock issuance and amending the company's articles of association [1][4][5]. Group 1: Meeting Details - The meeting is scheduled to take place at the company's office in Shenyang, Liaoning Province, on May 28, 2025 [1]. - Shareholders must register for the meeting between 9:30 AM to 11:30 AM and 1:30 PM to 4:00 PM on the same day to confirm their attendance [1][2]. Group 2: Proposals - Proposal One aims to extend the validity period of the company's 2023 stock issuance resolution by an additional 12 months, due to the anticipated inability to complete all related work before the original authorization expires [4][5]. - Proposal Two involves amending the company's articles of association and related rules, including the cancellation of the supervisory board and adjustments to governance structures to enhance corporate governance [6][7]. Group 3: Voting Procedures - The voting at the meeting will be conducted by a named ballot, where each shareholder has one vote per share held [2][4]. - Shareholders are required to fill out the voting ballot accurately, indicating their agreement, disagreement, or abstention [2][4].

Group 1: Company Performance and Growth Drivers - Luoyang Molybdenum's Secretary Xu Hui highlighted the company's focus on geological exploration and resource upgrades, with a copper production guidance of 600,000 to 660,000 tons for 2025 [1] - Hanwei Technology's subsidiary Nengsida is expanding its production capacity for flexible sensors, with a new production line expected to be operational in the second half of the year [2] - Multiple Fluoride's Secretary Peng Chao noted that the price of lithium hexafluorophosphate is stabilizing, which is expected to enhance the company's performance [2] Group 2: Market Value Management Strategies - Zhongyuan Environmental emphasized the importance of market value management, focusing on compliance and innovation to enhance investor returns [4] - Ming Tai Aluminum's Secretary Lei Peng discussed the company's commitment to high-end manufacturing and low-carbon economy, aiming to improve its market value through various initiatives [4] - AVIC Optoelectronics has implemented several market value management measures, including a planned cash dividend of 1.695 billion yuan for 2024, representing a 50.52% payout ratio [5]

Core Viewpoint - The 17th Langkawi International Maritime and Aerospace Exhibition in Malaysia highlighted the Chinese J-10CE fighter jet, attracting significant attention from military representatives and media [1][3]. Group 1: Event Overview - The exhibition opened on May 20 and has become a key platform for defense equipment and technology exchange in the Asia-Pacific region since its inception in 1991 [3]. - Over 20 military and political delegations from countries such as Malaysia, Cambodia, Laos, Thailand, and Vietnam visited the China Aviation Technology exhibition booth for in-depth discussions [5]. Group 2: J-10CE Fighter Jet Highlights - The J-10CE was a focal point at the exhibition, showcasing its advanced capabilities and attracting praise from officials, including Malaysia's Deputy Prime Minister, who noted its technological advancements [8]. - The J-10CE has recently achieved combat success, having shot down multiple enemy aircraft without sustaining any losses [10]. - The fighter jet is characterized by its all-weather, single-engine, single-seat multi-role capabilities, including advanced electronic systems and strong weaponry [11][14]. Group 3: Competitive Advantages - The J-10CE features a low radar cross-section, an active phased array radar with strong detection and anti-jamming capabilities, and is equipped with long-range PL-15 air-to-air missiles [16]. - It is part of a modern combat system that enhances air combat strategies beyond traditional methods, integrating various platforms for effective engagement [19][21]. - The J-10CE offers high cost-performance ratio, making it competitive in the international arms market, especially compared to Western third-generation fighters that can cost around $200 million [22]. Group 4: Historical Context - The J-10 series represents China's first independently developed third-generation fighter jet, marking a significant evolution from reliance on foreign technology to self-sufficiency in military aircraft development [23].

Market Overview - The Shanghai Composite Index opened lower by 0.17% on May 22, fluctuated, and closed with a slight increase of 0.06 points. The Shenzhen Component Index fell by 0.28%, and the ChiNext Index decreased by 0.44% [1] - The Hang Seng Index in Hong Kong also opened lower and closed down by 0.55% [2] Defense and Military Industry - The defense and military sector showed strong performance, with stocks like Guoketiancheng (301571) hitting the daily limit with a 20% increase. Other stocks such as Sichuan Chuangxin (600990), Hitec (002023), Guorui Technology (600562), and Galaxy Electronics (002519) also reached their daily limits [3][6][9][10][12][17] - The recent announcement by U.S. President Trump regarding a $175 billion investment in the "Iron Dome" missile defense system has raised concerns about escalating military competition and risks associated with space warfare [18] - The Chinese government has emphasized the importance of national security and the military industry, indicating a stable growth in military spending, which is expected to support the industry's development [19][20] Banking Sector - The banking sector saw a collective rise, with banks like Qingdao Bank (002948) increasing over 3%, and several others like Shanghai Bank (601229) and Jiangsu Bank (600919) also showing gains [21][22] - Recent adjustments in the Loan Prime Rate (LPR) and deposit rates by major banks are expected to impact the banking sector positively, with a focus on stabilizing growth and improving asset quality [23]