申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 最近两天，全球军迷的目光都聚焦于克什米尔上空。 5 月 7 日，据巴基斯坦今日新闻电视台（Aaj TV），巴基斯坦外交部长伊沙克·达尔（Ishaq Dar）在国民 议会上罕见公开宣布，巴空军使用中国制造的歼 - 10C 战斗机发射霹雳 - 15E 超视距导弹，击落 3 架印 度空军法制 "阵风" 战机、1 架米格 - 29 及 1 架苏 - 30MKI1。 达尔形容，印度飞行员被证明完全不称职。他还声称巴空军原本可以击落10至12架印军战机，但由于命 令要求只能打击对方开火的飞机，因此只击落了5架。 另据美国有线电视新闻网报道，1名法国高级情报官员证实"阵风"战机被击落的事实。此外，报道援引 印度当地媒体的说法称，印度旁遮普邦当天还发现了疑似霹雳-15（PL-15E）导弹的碎片，这可能表明 巴基斯坦空军从歼-10C或枭龙 Block 3型战机上发射了该型导弹，目前该地区已知仅这两款战机适配该 型号导弹。 社交媒体上正在流传一组飞机残骸的照片，其中一张图片展示了标有"Rafale"及"BS 001"字样的飞机垂 尾碎片。印度首架单座型"阵风 EH"战斗机 ...

Core Viewpoint - The 2024 Annual General Meeting of Hunan Aerospace Huanyu Communication Technology Co., Ltd. outlines the company's operational achievements, financial performance, and future strategic goals, emphasizing its focus on satellite communication and aerospace equipment sectors. Meeting Procedures - The company has established guidelines for the AGM to ensure the rights of shareholders are protected and to facilitate orderly proceedings [2][3][4]. - Shareholders must register and present necessary identification documents to participate in the voting process [3][4]. - The meeting will include a report on the board's work and discussions on various proposals, followed by voting [6][7]. Financial Performance - The company reported a revenue of approximately 508 million yuan for 2024, marking an increase of 11.36% compared to 2023 [22][29]. - The net profit attributable to shareholders decreased by 24.42% to approximately 101.57 million yuan [22][29]. - The operating cash flow increased by 45.93%, reaching approximately 57.29 million yuan [22][29]. Key Business Developments - The company has successfully developed satellite communication products and is positioned to capture market opportunities in commercial aerospace [7][9]. - A strategic partnership was formed with Beijing Environmental Characteristics Research Institute to enhance product offerings in aerospace technology [8]. - The company is expanding its capabilities in manufacturing composite materials for aviation, responding to the growing demand in the aerospace sector [9][10]. Governance and Compliance - The board of directors has adhered to legal and regulatory requirements, ensuring transparent decision-making processes [10][12]. - The supervisory board has actively monitored the company's operations and financial practices, confirming compliance with relevant laws [18][20]. - The company has established a robust internal control system to safeguard assets and ensure operational integrity [19][20]. Future Outlook - The board aims to enhance corporate governance and operational efficiency while focusing on strategic growth in aerospace and satellite communication sectors [15][16]. - The company plans to leverage emerging opportunities in low-altitude economy and large aircraft manufacturing [15][16].

Meeting Overview - The annual shareholders' meeting of China Aviation Engine Corporation is scheduled for May 16, 2025, at 14:00 in Xi'an [1] - The meeting will cover various agenda items including the board of directors' work report, financial statements, and profit distribution plan for 2024 [3][4] Key Proposals - Proposal one: Review of the 2024 Board of Directors' Work Report [3] - Proposal two: Review of the 2024 Supervisory Board Work Report [3] - Proposal three: Review of the 2024 Independent Directors' Work Report [3] - Proposal four: Review of the 2024 Annual Report and Summary [3] - Proposal five: Review of the 2024 Financial Settlement Report [3] - Proposal six: Review of the 2024 Profit Distribution Plan [3] - Proposal seven: Review of the 2025 Financial Budget [3] - Proposal eight: Review of the 2024 Internal Director Compensation [3] - Proposal nine: Discussion on shareholder return plans for the next three years (2025-2027) [3] Financial Performance - The company reported a profit of 860 million yuan in 2024, a decrease of 39.48% year-on-year [8] - Revenue from the main business segments included: - Aviation engine and derivative products: 44.994 billion yuan, an increase of 10.03% [8] - Foreign trade export subcontracting: 2.074 billion yuan, an increase of 6.45% [8] - Non-aviation products and other businesses: 197 million yuan, a decrease of 24.91% [8] Governance and Management - The Board of Directors consists of 11 members, with 5 internal and 6 external directors [9] - The Board held 4 meetings in person and 1 via communication, addressing various proposals including financial budgets and performance evaluations [9][11] - The Supervisory Board conducted 8 meetings, reviewing 37 proposals, and ensuring compliance with governance standards [32] Shareholder Returns - The company distributed a cash dividend of 1.60 yuan per 10 shares, totaling approximately 426.5 million yuan, which represents 30% of the net profit attributable to shareholders [27] - The cash dividend policy is outlined in the company's articles of association and shareholder return plan for 2022-2024 [27] Future Plans - The Board aims to enhance internal growth and innovation, improve governance, and ensure compliance with regulations [28] - Key meetings for 2025 are planned to discuss annual reports, financial budgets, and strategic management [28]

申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 最近两天，全球军迷的目光都聚焦于克什米尔上空。 社交媒体上正在流传一组飞机残骸的照片，其中一张图片展示了标有"Rafale"及"BS 001"字样的飞机垂 尾碎片。印度首架单座型"阵风 EH"战斗机序列号即为BS 001。此前印度空军共有36架"阵风"战斗机。 根据目前网传在印度旁遮普邦卡兰村拍摄的坠机残骸视频，可确认残骸中有法国制造的"米卡"空空导弹 及其发射架，该武器可用于"阵风"和幻影2000战机。 这一消息不仅打破了 "阵风" 战机的不败神话，更暴露出这类四代半战机在体系化对抗中的劣势——当 中国歼-10C的有源相控阵雷达探测范围比"阵风"多出80公里，当PL-15导弹射程是"米卡"导弹的2.5倍 时，这场空战的结果早已在技术参数表中写就。 5 月 7 日，据巴基斯坦今日新闻电视台（Aaj TV），巴基斯坦外交部长伊沙克·达尔（Ishaq Dar）在国民 议会上罕见公开宣布，巴空军使用中国制造的歼 - 10C 战斗机发射霹雳 - 15E 超视距导弹，击落 3 架印 度空军法制 "阵风" 战机、1 架米格 - 29 及 1 架苏 - 30MKI1 ...

Core Viewpoint - The J-10C fighter jet represents a significant advancement in China's military aviation capabilities, featuring improved avionics, radar, engine, and weapon systems compared to its predecessors, the J-10A/B, making it a key asset for the Chinese Air Force in various combat roles [1][2][3]. Group 1: Overview of J-10C - The J-10C is classified as a fourth-generation multi-role fighter, designed for advanced performance at a relatively low cost, fulfilling diverse missions such as air defense, air superiority, and ground attack [2][3]. - It is regarded as the third strongest main battle aircraft in the Chinese Air Force, following the stealthy J-20 and the heavy multi-role J-16 [3]. Group 2: Operational Process - The operational process of the J-10C involves several stages, including pre-flight preparations, takeoff, mission execution, and return, all requiring close coordination among operational, command, and support chains [4][30]. - Pre-flight checks include comprehensive inspections of the aircraft's systems and the loading of appropriate weapons based on mission requirements [6][5]. - The J-10C can achieve a combat radius of approximately 1,500 kilometers and a range of about 3,900 kilometers when equipped with three external fuel tanks [6]. Group 3: Technical Specifications - The J-10C features a canard-delta wing design that enhances its maneuverability and control, allowing for high angles of attack without stalling [34][40]. - It is equipped with a domestically developed KLJ-10A AESA radar, which offers a detection range of up to 200 kilometers and the ability to track multiple targets simultaneously [80]. - The aircraft's WS-10B "Taihang" engine provides a thrust-to-weight ratio close to 1:1, significantly improving its climb and acceleration capabilities [58][60]. Group 4: Combat Capabilities - In air-to-air combat, the J-10C can engage targets at long ranges using the PL-15 missile, which has a reported range of around 200 kilometers [18][19]. - The aircraft has demonstrated superior performance in simulated engagements against advanced fighters, including the Su-35 and J-16, showcasing its agility and combat effectiveness [19]. - For ground attack missions, the J-10C can deploy precision-guided munitions, relying on data from reconnaissance assets to identify targets [21][22]. Group 5: Information Warfare and Network-Centric Operations - The J-10C integrates advanced electronic warfare capabilities, including radar warning receivers and electronic countermeasures, enhancing its survivability in contested environments [81][84]. - It is capable of operating within a network-centric warfare framework, sharing real-time data with other aircraft and ground forces through tactical data links [88][89]. - The aircraft's ability to conduct coordinated attacks and share situational awareness significantly enhances its operational effectiveness in modern combat scenarios [92][95]. Group 6: Stealth Features - While not a fifth-generation stealth fighter, the J-10C incorporates design elements aimed at reducing its radar cross-section (RCS) and infrared signature, such as the DSI (Ducted Supersonic Inlet) design [96][99]. - The use of composite materials and radar-absorbent coatings contributes to its reduced visibility to enemy radar systems [71][72]. - These stealth measures allow the J-10C to operate more effectively in environments where it may face advanced adversary radar systems [100][101].

Group 1 - AVIC Shenyang Aircraft Corporation (600760) experienced a decline of 5.26% [1] - The military industry leader ETF (512710) holds 9.00% of this stock, with a current decline of 2.84% [1] - The trading volume reached 266 million yuan, which is an increase of 32.19% compared to the same time yesterday, with an additional 334 million shares traded in the past month [1]

2025 年 05 月 09 日 晨会纪要 研究所： 证券分析师： 余春生 S0350513090001 yucs@ghzq.com.cn [Table_Title] 晨会纪要 ——2025 年第 76 期 观点精粹: 最新报告摘要 金融政策加力稳市场稳预期--宏观点评 芭田股份(002170.SZ) 深度报告：优质磷矿产能快速扩张，复合肥巨头再腾飞——系列深度之二--芭田股份/ 农化制品(002170/212208) 公司 PPT 报告 国新办发布会点评——资本市场迎来多重利好--资产配置报告 多领域新业务实现突破，2024 年业绩稳健增长--航材股份/航空装备Ⅱ(688563/216502) 科创板公司动态研究 2025 年 Q1 可比归母净利润同比增长 22%，重卡龙头加速转型前景光明--潍柴动力/汽车零部件 (000338/212802) 公司动态研究 证券研究报告 1、最新报告摘要 1.1、金融政策加力稳市场稳预期--宏观点评 分析师：夏磊 S0350521090004 事件： 2025 年 5 月 7 日国务院新闻办公室举行新闻发布会，中国人民银行、国家金融监督管理总局、中国证券监督 管理委员会负 ...

重要内容提示： 每股现金红利0.09元（含税） 本次利润分配方案经合肥江航飞机装备股份有限公司（以下简称"公司"）2025年4月16日的2024年年度 股东大会审议通过。 证券代码：688586 证券简称：江航装备 公告编号：2025-023 合肥江航飞机装备股份有限公司2024年年度权益分派实施公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 二、分配方案 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本791,339,156股为基数，每股派发现金红利0.09元（含税），共 计派发现金红利71,220,524.04元。 三、相关日期 ■ 四、分配实施办法 1.实施办法 除自行发放对象外，公司全部类型的股份的红利委托中国结算上海分公司通过其资金清算系统向股权登 记日上海证券交易所收市后登记在册并在上海证券交易所各会员办理了指定交易 ...

每经记者｜肖芮冬 每经编辑｜赵云 5月8日，市场全天低开高走，创业板指领涨。板块方面，军工、铜缆高速连接、脑机接口、CPO等板块涨幅居前，PEEK材料、农业、化肥、黄金 等板块跌幅居前。全市场超3800只个股上涨。沪深两市全天成交额1.29万亿元，较上个交易日缩量1749亿。 下面一起来看今天公募基金的表现。 （注：榜单1、榜单2仅选取灵活配置型、偏股混合型和普通股票型三类产品作为主动基金的代表，纳入统计；债基相关榜单包括各类主、被动债 券型基金） 1.单日涨幅榜 | 证券代码 | 证券简称 | 单日净值增长率(%) | 近1周回报(%) | 今年以来回报(%) | 基金经理(现任) | 基金规模(亿元) | | --- | --- | --- | --- | --- | --- | --- | | 023674.OF | 德邦新兴产业A | 4.8 | 10.92 | 3.48 | 袁之浩 | 0.12 | | 001437.OF | 易方达瑞享I | 4.58 | 10.75 | -0.79 | 武阳 | 6.68 | | 011891.OF | 易方达先锋成长A | 4.55 | 10.67 | -0. ...

今日A股市场收盘共105股涨停，剔除掉39只ST板块个股后66股涨停，29股封板未遂，整体封板率为78.36%。 涨停战场： 山子高科封单超55万手 从收盘涨停板封单量来看，山子高科封单量最高，有55.07万手；其次是中超控股、豪尔赛、跨境通，涨停板封单分别 53.88万手、34.7万手、31.39万手。 连续涨停天数来看，中超控股、*ST东易（维权）、润贝航科等12股4连板，山东墨龙、麒盛科技、春光科技等8股3连 板，豪尔赛、奥普光电、成飞集成等9股2连板，其他还有*ST宇顺18日16板、*ST交投10日9板等。 以封单金额计算，20股封单资金超亿元，豪尔赛、中航成飞、奥普光电封单资金居前，分别为4.79亿元、4.12亿元、3.97 亿元。 1. 算力 涨停个股：佳力图、沃尔核材、剑桥科技、东华软件 佳力图：公司参加了2024新加坡数据中心展，此次参展，公司旨在展示其智算中心全场景解决方案、智控节能系统等多 款创新产品。 沃尔核材：公司的高速通信线主要应用于数据中心、高性能计算等数据通信领域以及移动网络交换中心、基站站点等高 速通信场所，实现高速数据传输。 剑桥科技：在收购Oclaro日本于电信级和数据中心 ...