证券日报网讯 12月3日，晨曦航空在互动平台回答投资者提问时表示，公司经营正常，请关注公司后续 相关公告。 （文章来源：证券日报） ...

中航沈飞公告称，公司全资子公司沈飞公司局部搬迁建设项目有进展。近日，沈飞公司与沈阳市自然资 源局签订《国有建设用地使用权出让合同》，宗地面积2244633平方米，位于沈北新区203国道东-1- 01，用途为机场用地，出让年限50年。出让价款74746.2789万元，沈飞公司需在2025年12月31日前一次 性付清，出让人将于2026年1月31日前交付土地，合同自签订日起生效。 ...

Core Viewpoint - The A-share market is expected to see an early "spring rally" in 2026, driven by positive factors from policy, fundamentals, and liquidity, with a focus on balanced allocation across growth and cyclical sectors [1][2][4] Group 1: Market Trends - The "spring rally" in early 2025 was characterized by a rebound after a quick drop in January, with major indices showing upward trends for two months [2] - Analysts believe that the "spring rally" in 2026 may be advanced due to a "learning effect" in the market and the later timing of the 2026 Spring Festival, leading to potential early positioning by investors [2][3] - Historical analysis indicates that the performance of the "spring rally" is positively correlated with the overall market performance for the year, suggesting that sectors that perform well in December may underperform in the subsequent "spring rally" [3] Group 2: Sector Allocation - Institutions recommend a balanced allocation between growth and cyclical sectors, with a focus on military, AI applications, chemicals, and resource products [1][4] - Specific recommendations include focusing on high-value growth areas such as aerospace equipment and the AI industry chain, while also considering cyclical sectors like chemicals and energy metals [4] - The technology sector is expected to maintain a long-term advantage, with particular attention on military, media (gaming), AI applications, and core AI hardware for investment opportunities [4][5]

证券日报网讯12月2日，航发控制（000738）在互动平台回答投资者提问时表示，截至2025年11月28日 收盘，公司股东人数为66864户。 ...

Core Viewpoint - The company, Huawu Co., focuses on military-related business primarily in the aviation sector, with its wholly-owned subsidiary, Ande Technology, responsible for specific operations [2]. Group 1: Company Operations - Ande Technology is a significant player in the company's aerospace segment, specializing in the research, development, manufacturing, and sales of aviation technology equipment (such as tooling and molds) and aviation components [2]. - The company has established itself as a strategic supplier for a major domestic aviation manufacturer and has formed long-term stable partnerships with several large aviation manufacturers [2]. Group 2: Business Collaboration - The company is actively exploring business collaboration opportunities with relevant military enterprises [2]. - Currently, there is no equity or business collaboration with "Lingkong Tianxing," and investors are advised to be cautious regarding investment risks [2].

Market Overview - The aviation equipment sector experienced a decline of 0.63% on December 2, with Chaotuo Aerospace leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Jianghang Equipment (688586) saw a closing price of 12.14, up 4.57% with a trading volume of 259,000 shares [1] - Lijun Co., Ltd. (002651) closed at 12.33, up 3.96% with a trading volume of 996,100 shares [1] - Chaotuo Aerospace (688237) closed at 46.00, down 7.72% with a trading volume of 47,000 shares [2] Capital Flow - The aviation equipment sector had a net outflow of 707 million yuan from institutional investors, while retail investors saw a net inflow of 735 million yuan [2][3] - The table shows the capital flow for various stocks, indicating that major stocks like Parker New Materials (605123) and Aerospace Rainbow (002389) experienced mixed capital flows [3] Individual Stock Highlights - Parker New Materials (605123) had a net inflow of 43.66 million yuan from institutional investors, while retail investors had a net outflow of 32.96 million yuan [3] - Aerospace Rainbow (002389) saw a net inflow of 38.89 million yuan from institutional investors, with retail investors experiencing a net outflow of 35.40 million yuan [3] - Jianghang Equipment (688586) had a net inflow of 29.45 million yuan from institutional investors, while retail investors had a net outflow of 35.41 million yuan [3]

Core Viewpoint - Aileda has clarified that its products are focused on components for military and civilian aircraft, engine parts, large aerospace structures, and onboard fuel systems, with no current offerings in commercial space products [1] Group 1 - The company produces components for military and civilian aircraft [1] - The product range includes parts for aircraft engines and large aerospace structures [1] - There are no commercial space-related products in the company's portfolio at this time [1]

联测科技回复称，公司第三季度航空业务收入增长的主要来源是军工业务的收入确认。 格隆汇12月2日｜有投资者在互动平台向联测科技提问：贵公司第三季度业绩增长是航空业务毛利率增 长带来的收入增加，请问贵公司具体是指航天军工业务还是商业航天业务增加呢？航空航天业务第四季 度是否有持续性？ ...

Group 1 - The company, Aileda (300696.SZ), is involved in the production of components for military and civilian aircraft, engine parts, large aerospace structures, and onboard fuel systems for aircraft [1] - Currently, the company does not have any products related to commercial space [1]

此次股份转让价格为26.76元/股，合计转让金额约4.5亿元，这一价格较三人行当前市价略有折价。 巨子生物董事会主席严建亚在资本市场的布局"再下一城"。 12月1日，A股公司三人行（605168）披露的公告显示，公司控股股东青岛多多行投资有限公司、实际 控制人钱俊冬、崔蕾及一致行动人北京华软新动力私募基金管理有限公司（以下合并简称"转让方"）与 严建亚签署了《股份转让协议》。 转让方将其合计持有的三人行1686.54万股无限售条件流通股，占公司总股本的8%，通过协议转让的方 式转让给严建亚。此次协议转让过户前，严建亚未持有三人行股权；转让完成后，持股8%的严建亚， 将成为三人行除控股股东及其一致行动人之外的第二大股东。 三人行表示，本次股份协议转让，系公司控股股东及实际控制人基于优化上市公司股权结构，引入重要 战略投资者而进行的安排。 三人行表示，严建亚作为知名企业家及资深的产业投资人，业务布局和投资领域横跨航天军工、先进装 备制造、新材料、生物科技、大消费等众多领域，多年来积累了深厚的产业资源与成功的产业投资经 验。 严建亚经全面研判公司业务布局及战略规划，充分认可公司投资价值与发展前景，达成本次投资。未 ...