Core Viewpoint - The successful completion of the first catapult takeoff and landing training of the J-15T, J-35, and KJ-600 on the Fujian aircraft carrier marks a significant milestone in China's naval capabilities, indicating the carrier's readiness for electromagnetic catapult operations and recovery capabilities, which is crucial for advancing naval transformation [1]. Group 1: Aircraft Details - The J-15T is a variant of the J-15 "Flying Shark" designed for catapult launches, set to debut at the 2024 China Airshow [1]. - The J-15T can take off with full fuel and armament, allowing it to conduct saturation attacks against enemies, showcasing strong strike capabilities against both sea and land targets [1]. - The J-15T's design includes a reinforced front landing gear to withstand the significant impact forces experienced during catapult launches and landings, indicating a complete redesign for enhanced durability [9]. Group 2: Catapult Mechanism - The catapult system consists of a specially designed launch rod that connects to the aircraft and the carrier's electromagnetic catapult, enabling rapid acceleration from a standstill to several hundred kilometers per hour [3][6]. - The catapult launch process is likened to a slingshot mechanism, where the aircraft is propelled forward by a powered carriage along a guide rail [8]. - The design of the J-15T's nose is lower than that of the J-15, ensuring a consistent connection with the catapult system for improved launch efficiency [10]. Group 3: Additional Variants - Other variants such as the J-15DH and J-15DT are also based on the J-15 platform, focusing on enhancing offensive capabilities [12]. - The J-15DT is an indigenous electronic warfare aircraft capable of catapult launches, designed for support and counter-radiation missions, further improving the operational effectiveness of the carrier-based aircraft system [14].

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 9月25日下午，国防部举行例行记者会，国防部新闻发言人张晓刚大校答记者问时表示，近日，歼-15T、歼-35和空警-600舰载机在福建舰上成功 实施弹射起飞和着舰训练，标志着福建舰具备了电磁弹射和回收能力，为后续各型舰载机融入航母编队体系打下良好基础，在我国航母建设发展历 程中具有里程碑意义。 未来航母作为海上作战平台的核心装备，对材料性能的要求将呈现多维度、高标准的特征，主要体现在以下几个方面： 1. 轻量化与高强度 碳纤维复合材料： 因其强度比钢大、密度比铝小，且耐腐蚀、耐高温，将成为航母甲板、舰体结构的关键材料。例如F-35战机通过35%的碳纤维 复合材料实现减重。 金属3D打印拓扑优化： 通过拓扑优化设计实现部件轻量化，同时保持结构强度。美国陆军已用该技术制造坦克车体，成本降低且性能提升。 金属玻璃（非晶合金） ： 具有极高的强度和弹性极限，耐磨耐腐蚀， 非常适合制造对疲劳寿命和精度要求极高的部件，如 高性能弹簧、紧固件和轴承 ，能在减重的同时显著提升设备的可靠性和寿命。 。 连续纤维增强热塑性复合 ...

Group 1 - The company announced the appointment of Liu Dongxing as a non-independent director candidate, pending approval from the shareholders' meeting [1][39] - The board meeting where this decision was made took place on September 26, 2025, and the proposal was unanimously approved by all attending directors [37][38] - Liu Dongxing has a strong background in finance and management, having held various positions within the company and its subsidiaries [4] Group 2 - The company will hold its fourth extraordinary shareholders' meeting on October 17, 2025, at 9:30 AM, combining on-site and online voting methods [5][6][7] - The meeting will take place at a specified location in Beijing, and shareholders must register to attend [15][19] - The company aims to enhance participation from small and medium investors by providing a reminder service for the meeting [24] Group 3 - The company has announced a delay in certain fundraising investment projects, specifically the "Aviation Industry Wind Thunder Fire Device and Other Onboard Product Research and Production Capacity Construction Project" [25][29] - This delay is due to the need for a digital transformation at a subsidiary and does not affect the investment content or implementation methods [30][31] - The board has confirmed that the delay will not have a significant adverse impact on the company's normal operations [31][32]

Group 1 - The aviation equipment sector increased by 0.94% on September 26, with Hangyu Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] - Key stocks in the aviation equipment sector showed significant price increases, with Hangyu Technology rising by 8.20% to a closing price of 44.75 [1] Group 2 - The aviation equipment sector experienced a net inflow of 548 million yuan from institutional investors, while retail investors saw a net outflow of 258 million yuan [2][3] - Major stocks like Hangfa Power and Zhonghang Xifei had substantial net inflows of 298 million yuan and 94.47 million yuan, respectively [3] - Conversely, stocks such as Feilihua and Chaozhuo Hangke faced significant net outflows, with Feilihua down 6.30% [2][3]

【环球网报道 记者 赵建东】据美国《新闻周刊》24日披露，伊朗议会国家安全委员会成员阿博法兹尔·佐赫雷万德近日证实，俄 罗斯米格-29战斗机已交付伊朗并部署在该国设拉子空军基地。他还称米格-29的交付只是"短期解决方案"，德黑兰正等待更为先 进的苏霍伊苏-35战机。 报道称，这表明伊朗在与以色列冲突后正紧急强化自身军事力量。佐赫雷万德向当地媒体透露："这些系统全面就位后，我们的 敌人将会听懂武力的语言。" 《新闻周刊》说，尽管莫斯科官方尚未确认此次军售，但此次米格-29的交付正值伊朗老旧空军力量脆弱性暴露之际。 《新闻周刊》称，伊朗空军长期依赖1979年前购置的美制战机，辅以少量俄制飞机和国产升级后的机型。为弥补防御缺口，德 黑兰加速开发国产导弹及反导系统等装备。在欧洲考虑恢复联合国对伊朗制裁之际，佐赫雷万德将此次军购描述是一张"胜利 牌"。 报道还称，此次伊朗军备升级可能重塑地区力量平衡，既增加以色列军事行动的复杂性，也挑战美国地区影响力。 ...

Core Viewpoint - Anhui Jialiqi Advanced Composite Materials Technology Co., Ltd. is transferring its 35% stake in Xian Junhui Aviation Technology Co., Ltd. to a company controlled by its actual controller for approximately 20.87 million yuan, as part of a strategic adjustment to focus on its core business [2][4]. Financial Performance - From 2021 to 2023, the company's operating revenue increased from 428 million yuan to 463 million yuan, while net profit decreased from 129 million yuan to 103 million yuan [3]. - In 2024, operating revenue is projected to rise to 627 million yuan, a year-on-year increase of 35.41%, but net profit is expected to decline to 100 million yuan, a decrease of 2.05% [3]. Strategic Focus - The transfer of Junhui Aviation shares is a significant strategic move for Jialiqi, allowing the company to concentrate resources on its main business of aviation composite materials [4]. - The company aims to enhance its competitiveness in the military aviation sector while also needing to diversify its customer base to improve risk resilience [4].

Core Viewpoint - 中航西飞's stock price has shown fluctuations with a recent increase of 2.06%, while the company has experienced a year-to-date decline of 10.14% [1] Financial Performance - For the first half of 2025, 中航西飞 reported operating revenue of 19.416 billion yuan, a year-on-year decrease of 4.49%, while net profit attributable to shareholders was 689 million yuan, reflecting a year-on-year growth of 4.83% [2] - Cumulative cash dividends since 中航西飞's A-share listing amount to 3.792 billion yuan, with 890 million yuan distributed over the past three years [3] Shareholder Information - As of September 20, 中航西飞 had 186,900 shareholders, with an average of 14,835 tradable shares per person [2] - The top ten circulating shareholders include several ETFs, with 富国中证军工龙头 ETF holding 26.7165 million shares, an increase of 8.9489 million shares from the previous period [3]

9月26日，航发科技涨5.29%，截至发稿，报27.26元/股，成交1.51亿元，换手率1.73%，总市值89.99亿 元。 富国中证军工龙头ETF（512710）基金经理为王乐乐、牛志冬。 截至发稿，王乐乐累计任职时间10年51天，现任基金资产总规模398.66亿元，任职期间最佳基金回报 102.99%， 任职期间最差基金回报-97.19%。 牛志冬累计任职时间10年140天，现任基金资产总规模201.31亿元，任职期间最佳基金回报125.01%， 任职期间最差基金回报-88.81%。 从基金十大重仓股角度 从航发科技十大流通股东角度 数据显示，富国基金旗下1只基金位居航发科技十大流通股东。富国中证军工龙头ETF（512710）二季 度增持144.08万股，持有股数443.6万股，占流通股的比例为1.34%。根据测算，今日浮盈赚取约607.73 万元。 富国中证军工龙头ETF（512710）成立日期2019年7月23日，最新规模119.14亿。今年以来收益 10.41%，同类排名3525/4220；近一年收益31.75%，同类排名2887/3824；成立以来收益37.21%。 数据显示，富国基金旗下1只基金 ...

Group 1 - The company announced a postponement of the investment project "Military-Civilian Dual-Use Communication, Measurement and Control, and Testing Equipment Industrialization Project" [1] - The new expected completion date for the project is now June 30, 2026, extended from the previous date of September 30, 2025 [1] - The decision was made during the fourth board meeting and does not require approval from the shareholders' meeting [1]

Market Overview - On September 25, the aviation equipment sector declined by 0.82%, with Feilihua leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers in the aviation equipment sector included: - Zhongjian Technology (300777) with a closing price of 36.32, up 1.82% [1] - Xibu Superconductor (688122) at 59.40, up 1.56% [1] - Guangqi Technology (002625) at 49.75, up 1.51% [1] - Significant decliners included: - Feilihua (300395) at 76.78, down 4.55% [2] - Zongheng Co. (688070) at 54.53, down 4.50% [2] - Yuanled (300696) at 25.24, down 3.85% [2] Capital Flow - The aviation equipment sector experienced a net outflow of 1.05 billion yuan from institutional investors, while retail investors saw a net inflow of 799 million yuan [2][3] - The capital flow for specific stocks showed: - Guangqi Technology (002625) had a net inflow of 19.93 million yuan from institutional investors [3] - Zongheng Co. (688070) saw a net inflow of 7.21 million yuan from institutional investors [3] - New Star Equipment (002933) had a net inflow of 6.48 million yuan from institutional investors [3]