截至6月30日，航天工程股东户数2.29万，较上期减少3.48%；人均流通股23454股，较上期增加3.61%。 2025年1月-6月，航天工程实现营业收入19.88亿元，同比增长80.04%；归母净利润9686.56万元，同比增 长6.70%。 分红方面，航天工程A股上市后累计派现5.67亿元。近三年，累计派现1.96亿元。 机构持仓方面，截止2025年6月30日，航天工程十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股461.73万股，为新进股东。朱雀匠心一年持有（010922）位居第七大流通股东，持股 366.21万股，相比上期增加89.02万股。朱雀企业优胜A（008294）位居第八大流通股东，持股351.63万 股，相比上期增加86.06万股。朱雀恒心一年持有（011531）位居第九大流通股东，持股331.09万股，相 比上期减少81.96万股。朱雀产业臻选A（007493）位居第十大流通股东，持股255.14万股，相比上期减 少63.85万股。 责任编辑：小浪快报 9月16日，航天工程盘中下跌2.04%，截至10:38，报20.15元/股，成交1.44亿元，换手率1.31%，总市值 ...

Company Overview - Zhongchuang Zhiling Industrial Technology Group Co., Ltd. is located in the Zhengzhou Free Trade Zone, established on November 6, 2002, and listed on August 3, 2010. The company primarily engages in the production, sales, and service of coal comprehensive mining hydraulic supports and their components, as well as automotive parts. The revenue composition is 50.76% from coal machinery equipment and related materials, and 49.24% from automotive parts [1]. Stock Performance - As of September 15, Zhongchuang Zhiling's stock price decreased by 2.04% to 22.58 CNY per share, with a trading volume of 560 million CNY and a turnover rate of 1.59%. The total market capitalization is 40.314 billion CNY. Year-to-date, the stock price has increased by 90.39%, with a 3.34% rise over the last five trading days, 27.35% over the last 20 days, and 44.19% over the last 60 days [1]. Financial Performance - For the first half of 2025, Zhongchuang Zhiling reported a revenue of 19.982 billion CNY, representing a year-on-year growth of 5.42%. The net profit attributable to shareholders was 2.515 billion CNY, reflecting a year-on-year increase of 16.36% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Zhongchuang Zhiling is 46,700, a decrease of 5.52% from the previous period. The average number of circulating shares per person is 33,088, unchanged from the previous period [2]. The company has distributed a total of 7.549 billion CNY in dividends since its A-share listing, with 4.498 billion CNY distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 77.7376 million shares, an increase of 6.3926 million shares from the previous period. The Southern CSI 500 ETF ranks as the tenth-largest circulating shareholder, holding 16.0182 million shares, an increase of 232,160 shares from the previous period [3].

Core Viewpoint - Aerospace Engineering has shown significant stock performance with a year-to-date increase of 30.21% and a recent 5-day increase of 17.45% [1] Financial Performance - For the first half of 2025, Aerospace Engineering reported revenue of 1.988 billion yuan, representing a year-on-year growth of 80.04% [2] - The net profit attributable to shareholders for the same period was 96.87 million yuan, reflecting a year-on-year increase of 6.70% [2] Stock and Market Activity - As of September 15, the stock price was 20.12 yuan per share, with a market capitalization of 10.784 billion yuan [1] - The trading volume on September 15 was 271 million yuan, with a turnover rate of 2.59% [1] - The stock experienced a net outflow of 13.76 million yuan from main funds, with large orders showing a buy of 47.61 million yuan and a sell of 63.91 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 3.48% to 22,900, while the average circulating shares per person increased by 3.61% to 23,454 shares [2] - The company has distributed a total of 567 million yuan in dividends since its A-share listing, with 196 million yuan distributed in the last three years [3] Business Overview - Aerospace Engineering specializes in coal gasification technology and related equipment, with its main business segments being industrial gas operations (49.87%), clean and efficient coal utilization (46.17%), and high-end equipment manufacturing (3.91%) [1] - The company is categorized under the machinery and equipment sector, specifically in specialized equipment for energy and heavy machinery [1]

Company Overview - Jiangsu Hongtian Technology Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on October 29, 2001, with its listing date on December 10, 2015 [2] - The company's main business involves the research, production, and sales of drilling equipment for oil, natural gas, and shale gas [2] - The revenue composition includes: 64.91% from electrolytic copper foil equipment, 21.52% from oil and gas forged products, 8.17% from steel trading, 3.69% from other (supplementary), 1.70% from oil and gas processing, and 0.00% from other minor sales [2] Financial Performance - As of June 30, 2025, the company reported a revenue of 386 million yuan, a year-on-year decrease of 43.40%, and a net profit attributable to shareholders of -35.51 million yuan, a year-on-year decrease of 159.16% [2] - The company has distributed a total of 302 million yuan in dividends since its A-share listing, with 50.71 million yuan distributed over the past three years [3] Stock Performance - On September 12, the stock price of Hongtian increased by 2.56%, reaching 54.99 yuan per share, with a trading volume of 261 million yuan and a turnover rate of 2.35%, resulting in a total market capitalization of 11.44 billion yuan [1] - Year-to-date, the stock price has risen by 118.62%, with a 5-day increase of 11.09%, a 20-day increase of 6.55%, and a 60-day increase of 133.37% [1] - The stock has appeared on the "Dragon and Tiger List" 12 times this year, with the most recent appearance on August 19, where it recorded a net buy of -2.23 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 53.16% to 13,300, with an average of 15,691 circulating shares per person, a decrease of 34.71% [2] - Notable new institutional shareholders include Hong Kong Central Clearing Limited and Guotai Junan Growth Flexible Allocation Mixed Fund, holding 2.03 million shares and 1.80 million shares respectively [3]

Company Overview - Sinopec Oilfield Machinery Co., Ltd. is located in Wuhan, Hubei Province, and was established on September 28, 1998, with its listing date on November 26, 1998 [2] - The company's main business includes the manufacturing, sales, and maintenance of oil drilling equipment such as drill bits and screw drill tools, as well as oil and gas business [2] - The revenue composition of the main business is as follows: oil machinery equipment 56.52%, oil and gas steel pipes 17.22%, others 14.80%, drill bits and tools 10.01%, and hydrogen energy equipment 1.45% [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 3.476 billion yuan, a year-on-year decrease of 10.55%, and a net profit attributable to the parent company of 28.0286 million yuan, down 57.33% year-on-year [2] - The company has cumulatively distributed 896 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3] Stock Market Activity - On September 12, the stock price of Sinopec Oilfield Machinery fell by 2.06%, closing at 6.67 yuan per share, with a trading volume of 60.3883 million yuan and a turnover rate of 0.95%, resulting in a total market capitalization of 6.376 billion yuan [1] - Year-to-date, the stock price has decreased by 3.33%, with a slight decline of 0.15% over the last five trading days and a decrease of 4.03% over the last 20 days, while it has increased by 0.45% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on March 31, where it recorded a net buy of -583.181 million yuan [1] Shareholder Information - As of September 10, the number of shareholders of Sinopec Oilfield Machinery is 34,700, a decrease of 1.10% from the previous period, with an average of 27,260 circulating shares per person, an increase of 1.11% [2] - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 5.0306 million shares, a decrease of 120,800 shares from the previous period [3]

Core Viewpoint - The company, DeGute, is experiencing a decline in revenue and profit, while also benefiting from its recognition as a "specialized and innovative" enterprise and the depreciation of the RMB, which contributes to its overseas revenue. Company Overview - DeGute is located in Qingdao, Shandong Province, and was established on April 5, 2004, with its stock listed on March 3, 2021. The company specializes in the design, manufacturing, and sales of energy-saving and environmental protection equipment [9]. - The main business revenue composition includes: energy-saving heat exchange equipment (76.84%), equipment maintenance and modification (8.40%), powder and other environmental protection equipment (5.27%), equipment parts (4.44%), specialized custom equipment (4.27%), and others (0.78%) [10]. Financial Performance - For the first half of 2025, DeGute achieved operating revenue of 250 million yuan, a year-on-year decrease of 8.66%, and a net profit attributable to shareholders of 49.03 million yuan, down 28.23% year-on-year [10]. - As of September 10, 2023, the total market capitalization of DeGute is 5.096 billion yuan, with a trading volume of 315 million yuan and a turnover rate of 10.49% [1]. Market Position and Recognition - DeGute has been recognized as a "specialized and innovative" small giant enterprise, which is a prestigious title in China for companies that excel in niche markets, possess strong innovation capabilities, and have high market share [2]. - The company has a significant overseas revenue share of 59.28%, benefiting from the depreciation of the RMB [3]. Technological Innovations - DeGute has developed a high-temperature air preheater for gasification, which utilizes heat energy released during the cooling of high-temperature gas to significantly increase production and reduce fuel consumption, thereby achieving carbon emission reductions [4]. - The company has also produced containers for storing spent fuel rods from the Fukushima nuclear power plant [5]. Shareholder and Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include a new institutional shareholder, Noan Flexible Allocation Mixed Fund, holding 976,700 shares [11].

Core Viewpoint - The company, Nantong Planet Graphite Co., Ltd., is actively expanding its international market presence, particularly in India and Southeast Asia, while maintaining a strong position in the domestic graphite equipment sector [2][3]. Group 1: Company Overview - Nantong Planet Graphite was established on October 24, 2001, and went public on March 24, 2021. The company specializes in the research, production, sales, and maintenance services of graphite equipment [7]. - The main revenue sources for the company include graphite equipment (53.78%), equipment parts (20.66%), maintenance services (10.99%), and other segments (15.57%) [7]. - The company is recognized as one of the first batch of "specialized, refined, distinctive, and innovative" small giant enterprises in China, indicating its strong innovation capabilities and market position [3]. Group 2: Recent Developments - The company signed a product sales contract with Adani Group's subsidiary for a project involving 100,000 tons of green PVC, with a total contract value of approximately 29,990.73 million RMB [2]. - The company successfully ignited a three-in-one hydrochloric acid synthesis furnace for its recent projects in Vietnam, indicating progress in its international operations [2]. Group 3: Financial Performance - For the first half of 2025, the company reported a revenue of 310 million RMB, representing a year-on-year growth of 5.77%, while the net profit attributable to shareholders decreased by 24.50% to 46.67 million RMB [7]. - The company has distributed a total of 205 million RMB in dividends since its A-share listing, with 140 million RMB distributed over the past three years [8]. Group 4: Market Position and Trading Activity - The company's stock experienced a slight increase of 0.57% on September 11, with a trading volume of 31.87 million RMB and a market capitalization of 3.796 billion RMB [1]. - The stock's average trading cost is 26.77 RMB, with a current price near the support level of 26.23 RMB, indicating potential volatility [6].

Group 1 - The core viewpoint of the report indicates that companies with upward revisions in earnings before and after the disclosure of mid-year performance are primarily concentrated in sectors such as pharmaceuticals (chemical preparations, medical R&D outsourcing, other biological products, raw materials), TMT (digital chip design, IT services III, vertical application software, communication network equipment and devices, gaming III, printed circuit boards, analog chip design), and high-end manufacturing (chassis and engine systems, other specialized equipment, energy and heavy equipment, aerospace equipment III, lithium batteries) [1] - Additional sectors identified with upward earnings revisions include securities, copper, pesticides, other chemical products, and thermal power [1]

Group 1 - The core viewpoint of the report indicates that companies with upward revisions in earnings before and after the disclosure of mid-year performance are primarily concentrated in specific sectors [1] Group 2 - The sectors with significant earnings upgrades include pharmaceuticals, particularly in chemical preparations, medical research outsourcing, other biological products, and raw materials [1] - The TMT sector shows notable performance improvements in areas such as digital chip design, IT services, vertical application software, communication network equipment and devices, gaming, printed circuit boards, and analog chip design [1] - High-end manufacturing also demonstrates upward earnings revisions, especially in chassis and engine systems, other specialized equipment, energy and heavy equipment, aerospace equipment, and lithium batteries [1] - Additional sectors experiencing earnings upgrades include securities, copper, pesticides, other chemical products, and thermal power [1]

Core Viewpoint - Zhongchuang Zhiling's stock has shown significant growth this year, with a year-to-date increase of 79.51%, indicating strong market performance and investor interest [1]. Financial Performance - For the first half of 2025, Zhongchuang Zhiling achieved a revenue of 19.982 billion yuan, representing a year-on-year growth of 5.42% [2]. - The net profit attributable to shareholders for the same period was 2.515 billion yuan, reflecting a year-on-year increase of 16.36% [2]. Stock Market Activity - As of September 5, Zhongchuang Zhiling's stock price was 21.29 yuan per share, with a market capitalization of 38.011 billion yuan [1]. - The stock experienced a trading volume of 1.78 billion yuan and a turnover rate of 0.55% [1]. - The stock has seen a net inflow of 2.285 million yuan from main funds, with significant buying activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 46,700, a decrease of 5.52% from the previous period [2]. - The average number of circulating shares per shareholder was 33,088, unchanged from the previous period [2]. Dividend Distribution - Since its A-share listing, Zhongchuang Zhiling has distributed a total of 7.549 billion yuan in dividends, with 4.498 billion yuan distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 77.7376 million shares, an increase of 6.3926 million shares from the previous period [3]. - The Southern CSI 500 ETF was the tenth-largest circulating shareholder, holding 16.0182 million shares, with an increase of 2.3216 million shares [3].