Core Insights - The "Lan Ying R6000," a 6-ton tilt-rotor unmanned aerial vehicle (UAV), successfully completed its maiden flight in Sichuan, marking a significant breakthrough in tilt-rotor technology in China [2] - The UAV features a unique tilt-rotor design that allows seamless and safe transitions between vertical takeoff and high-speed level flight, combining the advantages of helicopters and fixed-wing aircraft [2] Group 1 - The "Lan Ying R6000" can achieve a cruising speed of 550 kilometers per hour in fixed-wing mode, which is double that of traditional helicopters [2] - It has a maximum payload capacity of 2000 kilograms, significantly exceeding that of helicopters of the same weight class [2] - The UAV boasts a maximum range of 4000 kilometers and a service ceiling of 7620 meters, both of which are four times and twice that of traditional helicopters, respectively [2] Group 2 - The UAV is equipped with an intelligent tilt-rotor and flight control system that has been developed with complete independent intellectual property rights [2] - It utilizes high-performance turboshaft engines and advanced composite material blades to balance power, efficiency, and noise reduction [2] - Future applications of the UAV include high-end three-dimensional transportation, emergency rescue, aviation logistics, special operations, offshore platform commuting, and aerial surveying in complex terrains [3]

（文章来源：证券日报） 证券日报网讯 12月26日，中航沈飞发布公告称，公司2025年12月26日召开2025年第三次临时股东会， 审议通过《关于中航沈飞2025年前三季度利润分配方案的议案》等。 ...

格隆汇12月26日丨华秦科技(688281.SH)公布，公司控股子公司沈阳华秦航发科技有限责任公司近日与 某客户签订框架协议，合同总金额为392,105,597.00元(含税)。 合同履行期限：产品的交付时间以双方下发确认的工序外包订单为准。本合同自生效之日起至2026年12 月31日止或全部工序外包订单总金额达到合同总金额时日止。合同标的：航空发动机零部件产品全部或 部分加工工序。 ...

从资金流向上来看，当日航空装备板块主力资金净流出19.24亿元，游资资金净流入1711.5万元，散户资 金净流入19.07亿元。航空装备板块个股资金流向见下表： 证券之星消息，12月26日航空装备板块较上一交易日下跌0.38%，*ST观典领跌。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。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) | | --- | --- | --- | --- | --- | --- | | 300900 | 广联航空 | 35.07 | 12.37% | 111.54万 | 39.95 Z | | 300699 | 光威复材 | 34.87 | 8.43% | 101.64万 | 35.35 Z | | 688281 | 华麦科技 | 74.29 | 5.59% | 5.66万 | 4.12亿 | | 300965 | 恒宇信通 | 67.59 | 5.30% | 4.04万 | 2.72亿 | | 688070 | 纵横股份 | 54.82 | 3.73% | 2.6 ...

Core Viewpoint - Huajin Technology (688281.SH) announced a framework agreement signed by its subsidiary, Shenyang Huajin Aviation Technology Co., Ltd., with a client for the processing of all or part of aviation engine components, with a total contract value of 392 million yuan (including tax) [1] Group 1 - The contract is related to the company's daily business activities and is expected to have a positive impact on the company's performance if executed smoothly [1] - The signing of the contract reflects the gradual implementation of the company's "one core, two wings" strategic layout [1] Group 2 - "One core" refers to the company focusing on aviation engines, enhancing its market position as a key materials supplier through the expansion of its main and subsidiary businesses and products [1] - "Two wings" indicates the company's further expansion into key core material products in the fields of aircraft fuselage and other high-end manufacturing [1]

南财智讯12月26日电，华秦科技公告，公司控股子公司沈阳华秦航发科技有限责任公司近日与某客户签 订框架协议，合同总金额为3.92亿元（含税）。合同标的为航空发动机零部件产品全部或部分加工工 序，履行期限自生效之日起至2026年12月31日止或全部工序外包订单总金额达到合同总金额时止。本次 交易属于日常经营销售合同，若顺利履行，将对公司经营业绩产生积极影响。合同各方均具有履约能 力，但存在因不可抗力或其他因素影响最终执行情况的风险。 ...

每经AI快讯，12月26日，华秦科技(688281.SH)公告称，公司控股子公司华秦航发近日与某客户签订框 架协议，合同总金额为3.92亿元(含税)。合同标的为航空发动机零部件产品全部或部分加工工序。若合 同顺利履行，将对公司经营业绩产生积极影响。 ...

沈飞新厂区核心厂房主体竣工 航空产业集群加速成型！沈飞新厂区核心厂房主体竣工，三大配套产业 园同步推进，"四横二纵"道路及"水电气热"主干管线建成，沈阳航空航天城建设正在紧锣密鼓推进，航 空产业集群加速成型。 沈阳航空航天城规划总面积79.2平方公里，其中沈飞新厂区规划包括部总装厂房主体及跑道等核心设 施，全面覆盖航空产品生产、试飞需求。今年6月底，沈飞新厂区部总装厂房顺利竣工，已正式启动产 品装配，标志着沈飞局部搬迁的核心任务已经取得实质性进展。结合产线调试进度与产能爬坡规划，预 计2026年，沈飞新厂区正式迈入批量生产阶段。未来3年至5年，沈飞新厂区将形成"智能化生产+全链 条"配套的生产基地格局，总产能将实现翻倍提升。当前，作为新厂区配套试飞跑道的核心载体，机场 跑道主体及配套试飞设施正在紧张建设中，建成后将主要承担飞行器试飞、性能验证等核心任务。 围绕沈飞新厂区建设主线，沈北新区同步推进重点配套产业园建设，聚焦沈飞复材、钛合金、航空装备 综合保障基地三大核心子项目布局，全力构建"主机+配套"的协同发展格局。沈飞复材项目已竣工，预 计于2026年年中正式投产，投产后主机厂复材制件类本地配套率将由50%提 ...

（文章来源：证券时报网） 数据宝统计，截至09:50，广联航空成交额22.13亿元，创2020年10月30日以来新高。最新股价上涨 19.99%，换手率27.34%。上一交易日该股全天成交额为16.68亿元。（数据宝） ...

Market Overview - The Shanghai Composite Index has stabilized above the 60-day moving average, indicating a continuation of the upward trend in the market. Other major indices such as the ChiNext Index, Shenzhen Component Index, and CSI 500 have also surpassed the 60-day moving average, showing a clear strengthening of the market. The year-end cautious sentiment is gradually dissipating, and the selling wave under the "locking in profits" sentiment has come to a pause, signaling the beginning of a year-end rally in A-shares [1] Future Outlook - December's uncertainties are largely resolved, setting the stage for the spring market in the coming year. Key uncertainties include the Federal Reserve's interest rate decision, inflation, employment data releases, and the latest interest rate decision from the Bank of Japan. Current indications from officials of the Federal Reserve and the Bank of Japan are neutral to dovish, alleviating the tight liquidity environment in global financial markets at year-end, which had previously constrained the upward movement of A-shares. After a prolonged period of sideways movement since October, the market is now positioned for further upward expansion. A recovery in supply and demand in the mid-to-lower reaches of the manufacturing sector is likely in 2026, which could lead to a significant rebound in the earnings growth of A-share listed companies. The current market fluctuations may be preparing for a new level in the index as 2025 comes to a close, making it an ideal time to prepare for the upcoming spring market [1] Sector Focus - In December, sectors benefiting from dividends and price increases are expected to outperform, with short-term attention on banks, public utilities, coal, and non-ferrous metals. Consumer sectors may also gain attention due to event-driven factors. In 2026, technology remains the market's main focus, with particular attention on AI, lithium batteries, military industry, and robotics after a phase of adjustment. Key points of interest include: 1. The trend in AI hardware remains established, with a continuous increase in the token usage of major AI models, indicating a peak in AI applications expected in 2026. 2. The domestic production of robots and their integration into daily life is a confirmed trend for 2026, with robot products expanding from humanoid robots to quadrupedal and functional robots, creating recurring opportunities in sensors, controllers, and dexterous hands. 3. The trend towards semiconductor localization continues, with a focus on semiconductor equipment, wafer manufacturing, semiconductor materials, and IC design. 4. The military industry is expected to see a continued recovery in orders in 2026, with many sub-sectors like ground equipment, aviation equipment, and military electronics showing signs of bottoming out in their third-quarter performance. 5. The innovative drug sector is entering a harvest period after nearly four years of adjustment, with positive net profit growth for four consecutive quarters since Q3 2024, and an anticipated turning point in fundamentals in 2025, continuing an upward trend into 2026 [2]