航空装备
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安达维尔:公司在机载计算机、通信导航系统、仪表显示系统等方面的技术主要应用于航空领域
Zheng Quan Ri Bao· 2025-12-18 12:41
(文章来源:证券日报) 证券日报网讯 12月18日,安达维尔在互动平台回答投资者提问时表示,公司在机载计算机、通信导航 系统、仪表显示系统等方面的技术主要应用于航空领域,包括无线电罗盘、无线电高度表、多模组合导 航设备、备份综合显示器、近地告警设备等机载航电产品,以及掌握的无线电测高及测向数字下变频和 软件无线电等技术。其他具体业务及未来战略规划请关注公司在中国证监会指定信息披露网站巨潮资讯 网披露的公告。 ...
中航西飞:公司是国内大中型运输机研制生产基地
Zheng Quan Ri Bao· 2025-12-18 12:39
Core Viewpoint - The company, AVIC Xi'an Aircraft Industry Group, is committed to the research and production of new models and products, focusing on upgrading and iterating aviation equipment to enhance operational management and deliver better performance for shareholders [2]. Group 1 - The company is recognized as a domestic base for the development and production of large and medium-sized transport aircraft [2]. - Continuous efforts are being made in the research and manufacturing of new models and products [2]. - The company aims to improve operational management to achieve better returns for shareholders [2].
晨曦航空:公司产品可以用在商业航天领域
Zheng Quan Ri Bao· 2025-12-18 12:13
证券日报网讯 12月18日,晨曦航空在互动平台回答投资者提问时表示,公司的产品是可以用在商业航 天领域的,但是目前公司未开展该业务。 (文章来源:证券日报) ...
新兴装备:目前公司生产经营一切正常
Zheng Quan Ri Bao Wang· 2025-12-18 11:51
证券日报网讯12月18日,新兴装备(002933)在互动平台回答投资者提问时表示,公司深知广大投资者 对公司长期发展的期待与支持,目前公司生产经营一切正常。公司会一如既往地做好生产经营管理各项 工作,坚持稳健经营,如有达到信息披露标准的事项,公司将严格按照相关规定及时履行信息披露义 务。二级市场股价受多重因素影响,敬请理性投资,注意投资风险。 ...
航空装备板块12月18日涨0.59%,北摩高科领涨,主力资金净流入7.53亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-18 09:13
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 从资金流向上来看,当日航空装备板块主力资金净流入7.53亿元,游资资金净流出2.23亿元,散户资金 净流出5.3亿元。航空装备板块个股资金流向见下表: 证券之星消息,12月18日航空装备板块较上一交易日上涨0.59%,北摩高科领涨。当日上证指数报收于 3876.37,上涨0.16%。深证成指报收于13053.98,下跌1.29%。航空装备板块个股涨跌见下表: ...
研报掘金丨国泰海通:予中航机载“增持”评级,目标价15元
Ge Long Hui A P P· 2025-12-18 09:02
Group 1 - The core viewpoint of the article is that China Aviation Industry Corporation (中航机载) plans to acquire a stake in Hangtou Yuhua Partners, which holds equity in five core enterprises within the airborne industry chain, aiming to enhance its industry chain layout and strengthen synergies [1] - The company's revenue for the first three quarters showed a slight increase, indicating potential for dual-driven growth [1] - Short-term focus should be on cash collection management, while long-term prospects look promising due to the dual-driven growth from its main business and acquisitions, which may support its growth potential [1] Group 2 - Based on comparable company PE valuations and its technological advantages in electronic information technology and intelligent systems, the company is estimated to have a target price of 15 yuan, with a "buy" rating based on a 2025 PE of 65.22 times [1]
研报掘金丨方正证券:维持中航西飞“推荐”评级,盈利能力保持稳定
Ge Long Hui A P P· 2025-12-18 08:13
格隆汇12月18日|方正证券研报指出,中航西飞26年关联交易预计达230亿,盈利能力保持稳定。军机 任务如期完成+民机产品按计划交付,公司前三季度业绩保持稳增。公司军机产品实力有目共睹,民机 产品亦获客户高度认可。公司产品在国内外的品牌形象得到进一步塑造提升,为拓展产品市场打下良好 的基础,也打开了军贸出口的空间。此外,公司积极参与国产新型号大飞机研制,是C929飞机后机身 前段、缝翼、副翼、小翼初选供应商,并积极争取C929飞机外翼盒段工作包。鉴于公司在航空装备制 造领域的优势地位,预计公司2025年-2027年的归母净利润分别为11.31、13.21、15.92亿元,对应EPS分 别为0.41、0.47、0.57元,对应PE 分别为59.14、50.63、42.00倍,维持"推荐"评级。 ...
光启技术:公司会在定期报告中及时披露相应时点的股东数量
Zheng Quan Ri Bao Zhi Sheng· 2025-12-18 07:49
证券日报网讯 12月17日,光启技术在互动平台回答投资者提问时表示,公司的最新股东人数数据可以 通过邮件的方式将持股证明及股东身份信息发送至ir@kc-t.cn,公司核实股东身份后将以邮件的方式回 复,根据上市公司信息披露相关规定,公司也会在定期报告中及时披露相应时点的股东数量。 (编辑 姚尧) ...
研报掘金丨国金证券:维持中航成飞“买入”评级,布局昊龙空天飞机,航空主机龙头开启
Ge Long Hui A P P· 2025-12-18 07:24
Core Viewpoint - The report from Guojin Securities highlights that AVIC Chengfei has laid out plans for the Haolong spaceplane, marking a significant advancement for the leading aerospace manufacturer in the commercial space sector [1] Group 1: Company Overview - Haolong is China's first independently developed reusable cargo spaceplane, designed and developed by Chengfei, aimed at creating a low-cost transportation system for commercial space stations [1] - The Haolong spaceplane possesses unique advantages of low cost, high efficiency, and flexibility, positioning the company favorably in the aerospace market [1] Group 2: Industry Implications - As a leading aerospace manufacturer, the company is expected to leverage the Haolong spaceplane to successfully enter a new layout in the commercial aerospace field [1] - The integration of research and production within the company, with Chengfei responsible for design and the company handling large-scale commercial production, enhances its competitive edge [1] - The company is identified as a rare innovative aerospace manufacturer in China, with prospects for accelerated development in both domestic and military trade sectors [1]
晨曦航空(300581.SZ):公司的产品是可以用在商业航天领域的,但是目前公司未开展该业务
Ge Long Hui· 2025-12-18 07:08
格隆汇12月18日丨晨曦航空(300581.SZ)在投资者互动平台表示,公司的产品是可以用在商业航天领域 的,但是目前公司未开展该业务。 ...