航天科技公告，2025年上半年营业收入29.51亿元，同比下降11.04%。净利润8896.67万元，同比增长 2161.91%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

中金公司认为，我国商业航天产业有望进入发展快车道，建议重视卫星制造、发射及下游应用的投 资机会。 （责任编辑：董萍萍 ） 航空航天ETF（159227）为全市场规模最大的航空类ETF，跟踪国证航天指数，专注于军工领域中 的空天力量，指数申万一级行业中军工行业占比达97.86%，相较于中证军工、中证国防指数，国证航 天的指数集中度更高，在航空装备、航天装备领域的占比更高，国证航天指数的航空航天装备权重占比 高达66.8%，远高于中证军工（40%）和中证国防指数（52%）。 8月26日，三大指数集体低开后涨跌分化，军工板块触底后震荡上行。截至9:55，全市场军工含量 最高的航空航天ETF（159227）跌幅0.32%，成交额达3593万元，稳居同类第一，持仓股方面，中国卫 星涨停，迈信林、长城军工、华力创通等领涨。 每日经济新闻 消息面上，8月26日3时8分，我国在海南商业航天发射场使用长征八号甲运载火箭，成功将卫星互 联网低轨10组卫星发射升空，卫星顺利进入预定轨道，发射任务获得圆满成功。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或 ...

每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 张喜威） 每经AI快讯，航天机电（SH 600151，收盘价：7.94元）8月25日晚间发布半年度业绩报告称，2025年上 半年营业收入约18.19亿元，同比减少41.01%；归属于上市公司股东的净利润亏损约2.15亿元；基本每 股收益亏损0.1502元。2024年同期营业收入约30.83亿元；归属于上市公司股东的净利润亏损约3287万 元；基本每股收益亏损0.0229元。 截至发稿，航天机电市值为114亿元。 ...

航天机电公告，2025年上半年营业收入18.19亿元，同比下降41.01%。归属于上市公司股东的净亏损 2.15亿元，上年同期净亏损3286.75万元。 ...

格隆汇8月25日丨航天智装(300455.SZ)于投资者互动平台表示，子公司轩宇空间为GW星座提供了地面 仿真测试设备。 ...

Group 1 - The core viewpoint of the article is that the company Aerospace Intelligent Equipment (航天智装) has provided ground simulation testing equipment for the lunar lander landing and takeoff comprehensive verification test through its subsidiary Xuan Yu Space [1] Group 2 - The subsidiary Xuan Yu Space is involved in the lunar exploration project, specifically focusing on the landing and takeoff verification of lunar landers [1]

据证券之星公开数据整理，近期航天发展(000547)发布2025年中报。截至本报告期末，公司营业总收入 6.89亿元，同比下降20.25%，归母净利润-3.78亿元，同比下降4.05%。按单季度数据看，第二季度营业 总收入3.99亿元，同比下降7.36%，第二季度归母净利润-1.97亿元，同比下降4.72%。本报告期航天发展 公司应收账款体量较大，当期应收账款占最新年报营业总收入比达101.64%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率4.54%，同比减65.64%，净利率-61.8%， 同比减34.18%，销售费用、管理费用、财务费用总计2.04亿元，三费占营收比29.66%，同比减7.44%， 每股净资产3.01元，同比减25.95%，每股经营性现金流-0.14元，同比增24.87%，每股收益-0.24元，同 比减4.35% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 8.64Z | 6.89亿 | -20.25% | | 归母净利润(元) | -3.64亿 | -3.78 Z- | - ...

Core Viewpoint - Aerospace Intelligence's recent financial report shows a mixed performance with a slight increase in revenue but a significant decline in net profit, indicating potential challenges in operational efficiency and cost management [1][2]. Financial Performance - Total revenue for the reporting period reached 494 million yuan, a year-on-year increase of 3.77% [1]. - Net profit attributable to shareholders was -154 million yuan, a year-on-year decrease of 856.66% [1]. - In Q2, total revenue was 328 million yuan, reflecting a year-on-year increase of 20.64% [1]. - Q2 net profit attributable to shareholders was -160 million yuan, a year-on-year decline of 1610.99% [1]. - Accounts receivable increased by 36.04% year-on-year [1]. Cost and Expense Analysis - Operating costs increased by 46.68%, attributed to the cost recognition of settled projects [2]. - Total sales, management, and financial expenses amounted to 58.41 million yuan, accounting for 11.83% of revenue, a decrease of 4.39% year-on-year [1]. - Research and development expenses rose by 39.93% as part of business transformation efforts [2]. Profitability Metrics - Gross margin was -7.3%, a decrease of 130.32% year-on-year [1]. - Net margin was -31.25%, down 829.17% year-on-year [1]. - Return on Invested Capital (ROIC) for the previous year was 3.99%, indicating weak capital returns [3]. Cash Flow and Financial Health - Net cash flow from investment activities increased by 91.75%, due to reduced investment expenditures [2]. - The net increase in cash and cash equivalents was up 153.4%, reflecting improved cash management [2]. - The ratio of cash and cash equivalents to current liabilities was 32.51%, indicating potential liquidity concerns [4]. Business Model and Strategic Focus - The company relies heavily on research and development for its business performance [4]. - There is a focus on high-end intelligent equipment, with ongoing developments in commercial aerospace, artificial intelligence, and robotics [4]. - The company is committed to enhancing core technology and promoting the conversion of technological achievements to create value for investors [4].

据证券之星公开数据整理，近期航天发展（000547）发布2025年中报。截至本报告期末，公司营业总收 入6.89亿元，同比下降20.25%，归母净利润-3.78亿元，同比下降4.05%。按单季度数据看，第二季度营 业总收入3.99亿元，同比下降7.36%，第二季度归母净利润-1.97亿元，同比下降4.72%。本报告期航天发 展公司应收账款体量较大，当期应收账款占最新年报营业总收入比达101.64%。 证券之星价投圈财报分析工具显示： 业务评价：去年的净利率为-98.47%，算上全部成本后，公司产品或服务的附加值不高。从历史年 报数据统计来看，公司近10年来中位数ROIC为5.64%，中位投资回报较弱，其中最惨年份2023年 1. 货币资金变动幅度为-33.04%,原因:现金及现金等价物净增加额本期为负以及部分受限货币资金下 降。 2. 应收款项变动幅度为-13.50%,原因:部分项目回款改善及计提信用减值损失。 3. 存货变动幅度为10.34%,原因:随项目实施进度增加存货。 4. 合同负债变动幅度为8.97%,原因:公司船舶预收款项增加。 5. 销售费用变动幅度为-39.18%,原因:公司降本增效，人员相关 ...

Group 1 - The core viewpoint of the article indicates that China Satellite has experienced a decrease in the number of shareholders, with a reduction of 6,711 accounts, representing a decline of 5.05% as of June 30, 2025 [1][2] - The average number of shares held per shareholder increased from 8,892 shares to 9,364 shares, while the average market value of shares held per shareholder is 267,500 yuan [1][2] - Compared to the aerospace equipment industry, China Satellite's number of shareholders is above the industry average of 66,000 accounts, but its average market value per shareholder is below the industry average of 339,400 yuan [1][2] Group 2 - From March 31, 2025, to June 30, 2025, China Satellite's stock price increased by 8.71%, despite the reduction in the number of shareholders [1][2] - During the same period, the net outflow of main funds was 476 million yuan, while retail investors saw a net inflow of 614 million yuan [2]