新京报贝壳财经讯 12月9日，航天动力发布异动公告，公司主营业务不涉及商业航天，亦无商业航天类 资产对外投资，仅配合加工火箭发动机零部件，营收占比不足2%。经公司核查，未发现需要澄清或回 应的媒体报道或市场传闻；公司前期披露的信息不存在需要更正、补充之处。 编辑 王进雨 ...

航天发展公告称，2025年12月9日，股东航天科工资产管理有限公司通过集中竞价减持134.35万股，占 总股本0.08%，减持股份源于2024年增持部分。减持后，资产公司持股1778.60万股，占比1.11%。本次 减持前，第一大股东中国航天系统工程有限公司及其一致行动人合计持股36899.11万股，占比23.08%； 减持后，合计持股降至36764.76万股，占比23.00%，变动触及1%整数倍，不会导致公司控股股东及实 控人变化。 ...

Core Viewpoint - Shaanxi Huada (301517) is actively involved in the aerospace sector, providing high-reliability electrical connectors and interconnection products for various spacecraft projects, including the Long March series rockets [1] Group 1: Company Overview - The company produces high-reliability electrical connectors and interconnection products used in various aerospace applications [1] - Shaanxi Huada has a long-standing partnership with the Long March series rockets, indicating its established presence in the aerospace industry [1] Group 2: Market Engagement - The company is focused on commercial aerospace dynamics and is committed to following market development trends [1] - Increased investment in product research and development is aimed at meeting new customer demands and expanding market share [1] - The company is involved in a wide range of aerospace fields, including high-orbit satellites, low-orbit satellites, inclined orbit satellites, rockets, manned spacecraft, cargo spacecraft, space stations, and deep space exploration [1]

证券之星消息，12月9日航天装备板块较上一交易日下跌0.7%，航天环宇领跌。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。航天装备板块个股涨跌见下表： 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，当日航天装备板块主力资金净流出11.28亿元，游资资金净流入1.17亿元，散户资金 净流入10.11亿元。航天装备板块个股资金流向见下表： ...

Core Viewpoint - ST TaiZhong (600169.SH) is a significant production base for aerospace launch equipment in China, manufacturing all launch towers currently in use at the country's four major satellite launch centers [1] Company Summary - The company is recognized as a key player in the aerospace industry, specifically in the production of launch equipment [1] - All operational launch towers at China's four main satellite launch centers are produced by the company, highlighting its critical role in the national aerospace infrastructure [1]

格隆汇12月9日丨ST太重(600169.SH)在互动平台表示，公司是我国重要的航天发射装备生产基地，目前 国内四大卫星发射中心在役的航天发射塔架全部由公司生产制造。 ...

格隆汇12月9日丨新余国科(300722.SZ)在投资者互动平台表示，公司将借助政策红利进一步拓展公司在 航天相关领域的业务，为公司中长期经营增长注入持续动力。 ...

广联航空：跃峰科技产品覆盖长征、朱雀、天龙等国内主流火箭型号。 ...

Group 1: Commercial Aerospace - Focus on core targets in satellite manufacturing and launch sectors, which are expected to maintain stable or improving value under cost reduction trends[3] - Key targets include Shanghai Hanzhou, Zhenlei Technology, and Aerospace Electronics for satellite manufacturing, and Hai Ge Communication, Guo Bo Electronics, and Tong Yu Communication for application terminals[3] - Anticipated mergers and acquisitions in Aerospace Technology Group due to its substantial external assets[3] Group 2: Wind Power - Offshore wind power in China is experiencing rapid growth due to abundant resources and proximity to major electricity consumption centers, with significant long-term growth potential[3] - The offshore wind power installation capacity is projected to increase significantly, with various provinces planning substantial projects, such as Zhejiang's 28 GW and Guangdong's 16 GW[38] - European offshore wind construction is expected to accelerate as financing costs decrease, with an anticipated installation of 8.7 GW by 2026[40] Group 3: Hengbo Co., Ltd. - Hengbo is projected to achieve net profits of 1.52/1.77/2.05 billion yuan from 2025 to 2027, with year-on-year growth rates of 16.3%/16.6%/15.4%[3] - The company is positioned as a leading supplier in the intake system sector, leveraging its cost advantages and customer resources to expand into overseas markets[3] - The PEEK business, through joint ventures, is expected to capture significant market share in high-end manufacturing applications, particularly in humanoid robots[3] Group 4: Tool Industry - The tool industry is experiencing a supply expansion due to high profit margins attracting numerous manufacturers, leading to increased competition[3] - Rising tungsten prices are prompting raw material suppliers to demand cash payments, which may lead to the exit of smaller firms and stabilize the industry structure[3] - Major companies are expected to expand production capacity, enhancing their resilience against market fluctuations[3]

Core Viewpoint - Shaanxi Huada (301517.SZ) focuses on producing high-reliability electrical connectors and interconnection products for various aerospace projects, emphasizing its long-term support for the Long March series rockets and expanding its market share through increased R&D investment [1] Group 1 - The company’s products are utilized in a wide range of aerospace applications, including high-orbit satellites, low-orbit satellites, inclined orbit satellites, rockets, manned spacecraft, cargo spacecraft, space stations, and deep space exploration [1] - The company is committed to keeping pace with the dynamics of commercial aerospace and market development trends [1] - The company aims to meet new customer demands and enhance its market presence through continuous operational efforts [1]