（编辑 袁冠琳） 证券日报网讯 12月4日晚间，上海沪工发布公告称，公司于2025年12月3日召开第五届董事会第十一次 会议、第五届监事会第七次会议，审议通过了《关于终止部分募投项目并将剩余募集资金永久补充流动 资金的议案》，同意公司终止实施"航天装备制造基地一期建设项目"并将剩余募集资金永久补充流动资 金。该议案尚需提交股东大会和可转债债券持有人会议审议通过后方可实施。 ...

Core Viewpoint - The company has decided to terminate the "Phase I Construction Project of Aerospace Equipment Manufacturing Base" and will permanently allocate the remaining raised funds to supplement working capital [1] Group 1: Project Termination - The board of directors and the supervisory board have approved the termination of the aerospace equipment manufacturing base project [1] - The total planned investment for the project was 246 million yuan, with 190 million yuan intended to be funded from raised capital [1] - As of September 30, 2025, a total of 112 million yuan has been invested in the project, representing a progress rate of 59.08% [1] Group 2: Financial Implications - The remaining raised funds amount to 77.75 million yuan, which will be permanently reallocated to enhance the company's working capital [1]

Core Viewpoint - The successful launch of the Long March 7A rocket and the deployment of the Shijian-28 satellite mark a significant achievement for China's aerospace industry, showcasing advancements in technology and operational capabilities [1] Group 1: Launch Details - The Long March 7A rocket was launched on November 30 at 20:20 from the Wenchang Space Launch Site [1] - The mission successfully placed the Shijian-28 satellite into its designated orbit, achieving a successful launch [1] - This mission represents the 611th flight of the Long March series of rockets [1] Group 2: Technological Advancements - The Long March 7A rocket is a new generation medium-sized high-orbit liquid launch vehicle developed by the China Aerospace Science and Technology Corporation [1] - The rocket features a 4.2-meter diameter fairing and utilizes a generalized ground measurement and control system for the first time, enhancing the level of standardization and intelligence of ground equipment [1] - The launch also employed a new mobile launch platform, further improving operational efficiency [1]

Group 1 - A new company, Henan Tianbing Aerospace Equipment Co., Ltd., has been established with a registered capital of 100 million yuan [1] - The company's business scope includes research and development, as well as manufacturing of rocket engines and rocket control systems [1] - The company is wholly owned by Beijing Tianbing Technology Co., Ltd. [1]

Core Viewpoint - Jiangsu Taisheng Aerospace Equipment Co., Ltd. has been established, focusing on rocket-related technologies and manufacturing, indicating a potential growth area in the aerospace sector [1] Company Summary - The company is registered with a capital of 40 million yuan [1] - The legal representative is Wang Shandong [1] - The company is wholly owned by Taisheng Wind Power (300129) through indirect shareholding [1] Industry Summary - The business scope includes research and manufacturing of rocket launch equipment, rocket control systems, and rocket engines, as well as bearing manufacturing, highlighting diversification within the aerospace industry [1]

Core Viewpoint - The company has demonstrated strong operational performance in the first half of 2025, with a focus on various business segments and strategic development plans to enhance its market position and competitiveness [3][4][5]. Group 1: Operational Performance - The company's revenue for the first half of 2025 reached 4.163 billion, representing a year-on-year growth of 8.65% [3]. - The net profit attributable to shareholders was 390 million, showing a year-on-year increase of 1.2% [3]. - The automotive parts business saw significant growth, with total passenger vehicle sales in China reaching 18.384 million, up 13.8% year-on-year, and new energy vehicle sales hitting 9.62 million, up 36.7% [3]. Group 2: Business Segment Highlights - The oil and gas equipment segment maintained a leading position, with sales revenue of 221 million in the first half of the year, supported by over 30 years of collaboration with major oil companies [4]. - The high-performance functional materials segment experienced a decline due to the full electronicization of train tickets, but the company is accelerating market transformation to promote pressure testing membranes as a leading product [3]. Group 3: Strategic Development - The company has outlined a "1334" development strategy aimed at becoming a world-class aerospace intelligent equipment manufacturer, leveraging capital operations and industrial development [5]. - The military products segment, primarily focused on military explosives, reported revenue of 6.7338 million in the first half of 2025, a growth of 6.96% compared to the previous year [5]. Group 4: Market and Shareholder Engagement - The company is committed to enhancing its core competitiveness and long-term investment value through effective market management and increased cash dividends [6]. - A long-term incentive plan is being developed to align employee interests with company performance, promoting rapid and high-quality growth [6].

Group 1 - The company adheres to an innovation-driven development philosophy, focusing on the application of aerospace technology in civilian industries [2] - Aerospace energy, as a core area, has developed a "three-in-one" technical capability consisting of special energy, precision machinery, and intelligent control, leading to a full range of perforation and completion products [2] - The company aims to build a world-class aerospace intelligent equipment manufacturing enterprise as its long-term strategic goal [2]

Core Viewpoint - Aerospace Power (600343.SH) is accelerating the industrialization of its transformer and high-end equipment manufacturing by introducing strategic investors to its wholly-owned subsidiary, Xi'an Yuanxin Aerospace Power Fluid Equipment Co., Ltd. [1] Group 1 - The company's board approved a proposal to raise funds between 220 million to 320 million yuan through public solicitation of investment partners at the Beijing Property Exchange [1] - After the capital increase, the registered capital of Xi'an Yuanxin will be correspondingly raised, and the company's shareholding ratio will decrease from 100%, while still maintaining control over Xi'an Yuanxin [1] - The completion of this transaction will not change the scope of the company's consolidated financial statements, and Xi'an Yuanxin will remain a subsidiary within the consolidated financial reporting [1]

Core Viewpoint - Aerospace Power (600343.SH) is accelerating the industrialization of its torque converter and high-end equipment manufacturing by introducing strategic investors to its wholly-owned subsidiary, Xi'an Yuanxin Aerospace Power Fluid Equipment Co., Ltd. [1] Group 1: Investment and Capital Increase - The company’s board approved a proposal to raise funds between 220 million to 320 million yuan through public solicitation of investors at the Beijing Property Exchange [1] - After the capital increase, the registered capital of Yuanxin Aerospace Power will be correspondingly raised, and the company's shareholding ratio will decrease from 100% while still maintaining control [1] Group 2: Corporate Structure and Reporting - Following the completion of this transaction, Aerospace Power will remain the controlling shareholder of Yuanxin Aerospace Power, and there will be no change in the scope of the consolidated financial statements, with Yuanxin still classified as a subsidiary within the consolidated reporting [1]

Group 1 - The core viewpoint of the article is that Haoneng Co., Ltd. (603809.SH) focuses on aerospace products primarily for commercial space applications [1] Group 2 - The company has engaged with investors through an interactive platform to clarify its business focus [1]