（编辑 袁冠琳） 证券日报网讯 新兴装备9月30日在互动平台回答投资者提问时表示，公司主营业务是以伺服控制技术为 核心的航空装备产品的研发、生产、销售及相关服务，公司产品可广泛应用于直升机、固定翼飞机和无 人机等航空装备领域。根据行业主管部门保密要求和信息披露的相关规定，公司对相关信息需履行保密 义务。 ...

Market Performance - The aviation equipment sector increased by 4.22% on September 30, with Beimo Gaoke leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Individual Stock Performance - Beimo Gaoke (002985) closed at 29.21, up 10.02% with a trading volume of 141,300 shares and a transaction value of 397 million [1] - AVIC Shenyang Aircraft (600760) closed at 71.83, up 10.00% with a trading volume of 639,600 shares [1] - Huamai Technology (688281) closed at 75.33, up 8.89% with a trading volume of 58,200 shares [1] - Other notable performers include Xibu Superconductor (688122) up 7.32% and Aerospace Rainbow (002389) up 6.99% [1] Capital Flow Analysis - The aviation equipment sector saw a net inflow of 1.424 billion in main funds, while retail funds experienced a net outflow of 618 million [2][3] - Major stocks like AVIC Shenyang Aircraft had a net inflow of 814 million from main funds, but a net outflow of 442 million from retail funds [3] - Aerospace Rainbow also had significant main fund inflows of 225 million, but retail funds saw a net outflow of 133 million [3]

Group 1 - The stock price of AVIC Shenyang Aircraft Corporation (SH:600760) reached its daily limit, closing at 71.83 yuan, with an increase of 10.00% [1] - The total market capitalization of the company is 203.645 billion yuan [1]

Group 1 - The stock price of AVIC Shenyang Aircraft Corporation increased by 3.97%, reaching 67.89 CNY per share, marking a new high [1] - The total market capitalization of the company surpassed 192.474 billion CNY [1] - The trading volume amounted to 1.071 billion CNY [1]

Group 1 - The core viewpoint of the news is that AVIC Chengfei experienced a significant stock price increase of 5.08%, reaching 91.09 CNY per share, with a trading volume of 1.434 billion CNY and a turnover rate of 2.76%, resulting in a total market capitalization of 243.401 billion CNY [1] - AVIC Chengfei, established on December 25, 2002, and listed on August 27, 2010, is primarily engaged in the research, production, and sales of strain measurement products and related application systems, with 96.33% of its revenue coming from aviation products [1] Group 2 - Longsheng Fund has a significant holding in AVIC Chengfei, with its Longsheng Aerospace Marine Mixed A Fund (000535) holding 66,600 shares, accounting for 3.28% of the fund's net value, ranking as the eighth largest holding [2] - The Longsheng Aerospace Marine Mixed A Fund was established on March 11, 2014, with a latest scale of 159 million CNY, achieving a year-to-date return of 21.15% and a one-year return of 33.9% [2]

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The successful launch of three types of carrier-based aircraft from the Fujian ship marks a significant milestone in China's naval capabilities, indicating that the country is now at the forefront of carrier technology globally [3][9] - The transition from "near-sea defense" to "far-sea control" is expected to reshape the strategic landscape in the Western Pacific, with the Fujian ship's capabilities potentially altering the balance of power in the region [11][9] Summary by Sections Fujian Ship's Electromagnetic Launch Success - The Fujian ship has successfully demonstrated electromagnetic catapult launches with the J-15T, J-35, and KJ-600 aircraft, showcasing its advanced capabilities [3][9] - This achievement signifies that China is now the second country to master electromagnetic launch technology, surpassing the traditional steam catapult systems [4][20] Expected Growth in Carrier-Based Aircraft - The report anticipates a significant increase in the number of carrier-based aircraft as China's naval capabilities expand, with the potential for accelerated construction of additional aircraft carriers [5][46] - The current fleet includes three carriers, and with advancements in electromagnetic launch technology, the operational capacity and number of aircraft are expected to rise rapidly [5][46] Investment Opportunities and Beneficiaries - Key investment themes include companies involved in electromagnetic launch systems and aircraft carrier construction, such as Xiangdian Co., China Power, and China Shipbuilding [5][48] - Beneficiaries in the aircraft manufacturing sector include major manufacturers like AVIC Shenyang Aircraft and AVIC Xifei, as well as companies involved in radar and new materials [5][48]

Group 1 - Hongdu Aviation's stock increased by 5.05%, reaching 37.22 CNY per share, with a trading volume of 444 million CNY and a turnover rate of 1.70%, resulting in a total market capitalization of 26.691 billion CNY [1] - Hongdu Aviation, established on December 16, 1999, and listed on December 15, 2000, is located in Nanchang High-tech Development Zone, Jiangxi Province. The company specializes in the research, manufacturing, sales, and services of aviation aircraft [1] - The main revenue composition of Hongdu Aviation includes 52.78% from other aviation products, 46.90% from trainer aircraft, and 0.32% from other supplementary sources [1] Group 2 - Huabao Fund holds a significant position in Hongdu Aviation, with its Huabao National General Aviation Industry ETF (159231) owning 34,200 shares, accounting for 4.01% of the fund's net value, making it the fourth-largest holding [2] - The Huabao National General Aviation Industry ETF (159231) was established on April 18, 2025, with a latest scale of 32.1515 million CNY and has achieved a return of 19.44% since inception [2] Group 3 - The fund managers of Huabao National General Aviation Industry ETF are Zhang Fang and Cao Xucheng. Zhang Fang has a tenure of 4 years and 246 days, managing assets totaling 1.955 billion CNY, with the best fund return of 63.79% and the worst return of -23.7% during his tenure [3] - Cao Xucheng has a tenure of 132 days, managing assets of 22.062 billion CNY, with the best fund return of 89.43% and the worst return of 6.65% during his tenure [3]

9月30日，中航沈飞涨5.44%，截至发稿，报68.85元/股，成交16.14亿元，换手率0.87%，总市值1951.96 亿元。 数据显示，恒越基金旗下1只基金重仓中航沈飞。恒越优势精选混合（011815）二季度持有股数8.1万 股，占基金净值比例为4.79%，位居第四大重仓股。根据测算，今日浮盈赚取约28.75万元。 恒越优势精选混合（011815）成立日期2021年3月30日，最新规模9917.26万。今年以来收益120.84%， 同类排名12/8167；近一年收益155.85%，同类排名31/8010；成立以来收益31.53%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 责任编辑：小浪快报 恒越优势精选混合（011815）基金经理为吴海宁。 资料显示，中航沈飞股份有限公司位于辽宁省沈阳市皇姑区陵北街1号，成立日期1996年6月4日，上市 日期1996年10月11日，公司主营业务涉及实业投资;航空产品研发、生产、服务保障。主营业务收入构 ...

Core Viewpoint - The conference aims to strengthen the aviation industry and promote development momentum through advanced manufacturing technology and equipment, focusing on innovation and collaboration to enhance industrial technology upgrades and foster new productive forces in aviation [1]. Group 1: Event Overview - The 2025 Liaoning Province Aviation Industry Development Conference and the Shenyang Faku International Flight Conference were held, featuring a specialized meeting on advanced aviation manufacturing technology and equipment [1]. - The theme of the conference was "Strengthening the Aviation Industry and Promoting Development Momentum" [1]. Group 2: Key Participants and Contributions - The event was organized by the Liaoning Province Aviation Industry Development Promotion Association and hosted by China Aviation Industry Group Shenyang Aircraft Corporation [1]. - Numerous top industry experts were invited to share cutting-edge technological achievements and practical experiences in key areas such as advanced manufacturing technology, aviation composite materials, and intelligent assembly [1]. Group 3: Regional Significance - Liaoning is a significant birthplace of China's aviation industry, characterized by a strong industrial foundation, vibrant innovation, and prominent geographical advantages [1]. - The province has a relatively complete aviation equipment industrial chain and abundant talent resources, which contribute to its potential for industry transformation and upgrading [1].

Core Viewpoint - The announcement highlights the upcoming expiration of the first employee stock ownership plan of Beijing Xinxing Oriental Aviation Equipment Co., Ltd., which is set to end on March 31, 2026, and outlines the current status and future arrangements regarding the plan [1][2][4]. Group 1: Employee Stock Ownership Plan Status - The first employee stock ownership plan was approved on March 16, 2022, and involved the transfer of 4.020048 million shares to the plan's account [2][3]. - As of the announcement date, the plan holds 237,276 shares, representing 0.20% of the company's total share capital [3]. Group 2: Future Arrangements - The management committee will decide on the handling of shares based on market conditions and the management mechanism of the employee stock ownership plan [4]. - The plan will adhere to trading regulations and will not trade shares during specific blackout periods, including 15 days before annual and semi-annual reports and 5 days before quarterly reports [5]. Group 3: Plan Duration and Changes - The plan has a duration of 48 months, starting from the date of the last stock transfer to the plan's account, and can be extended with the approval of two-thirds of the plan holders [6][8]. - The plan will automatically terminate upon expiration unless extended or if all shares are sold [7][8].