证券日报网讯 9月30日晚间，中航重机发布公告称，公司目前生产的航空锻铸造产品主要以毛坯件为 主，零部件加工业务大量对外委托，外委加工企业较为分散，产业链协同能力较弱，为增强产业链上下 游协同能力，实现公司锻铸产品零部件级的交付，公司所属子公司贵州安飞精密制造有限公司于2025年 9月28日与贵阳乌当工业发展集团有限公司和贵州安航机械制造有限公司签订《委托经营管理协议》。 本次交易事项无需提交公司董事会、股东会进行审议。 （编辑 任世碧） ...

Group 1 - The share transfer agreement between the controlling shareholder of the company, Tibet Yingbang Industrial Development Co., Ltd., and Tianjin Jinnan State-owned Capital Investment Operation Group Co., Ltd. has been terminated [1] - The shares involved in the transfer amounted to 108 million shares, representing 5.00% of the company's total share capital, with a transfer price of 17.17 yuan per share [1] - The termination of this agreement will not affect the company's governance structure or ongoing operations, nor will it harm the interests of the company and minority investors [1]

Core Viewpoint - The company, Zhong无人机 (688297.SH), has signed a sales contract with AVIC International Trade & Export Co., Ltd. for drone systems, with a total contract value of 615 million yuan (excluding tax) [1] Group 1: Contract Details - The contract amount is 615 million yuan, which indicates a significant business transaction for the company [1] - The contract is categorized as a routine operational sales agreement, suggesting ongoing business activities in the drone sector [1] Group 2: Related Parties - AVIC International Trade & Export Co., Ltd. is a subsidiary of the same actual controller, China Aviation Industry Corporation, which holds a 6.44% stake in the company [1] - The relationship between the two companies qualifies as a related party transaction under the Shanghai Stock Exchange's rules for the Sci-Tech Innovation Board [1]

（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]

中国经济网北京9月30日讯 中航沈飞(SH:600760)今日股价涨停，截至收盘报71.83元，涨幅 10.00%，总市值2036.45亿元。 （责任编辑：康博） ...

中航沈飞涨3.97%，报67.89元/股，股价再创新高，总市值突破1924.74亿元，成交额达10.71亿元。（AI 生成） ...

9月30日，中航成飞涨5.08%，截至发稿，报91.09元/股，成交14.34亿元，换手率2.76%，总市值2434.01 亿元。 资料显示，中航成飞股份有限公司位于四川省成都市青羊区黄田坝纬一路88号，成立日期2002年12月25 日，上市日期2010年8月27日，公司主营业务涉及电阻应变计、应变式传感器及汽车综合性能检测设备 等应变电测产品及相关应用系统的研发、生产和销售。主营业务收入构成为：航空产品96.33%，其他 3.67%。 从基金十大重仓股角度 数据显示，长盛基金旗下1只基金重仓中航成飞。长盛航天海工混合A（000535）二季度持有股数6.66万 股，占基金净值比例为3.28%，位居第八大重仓股。根据测算，今日浮盈赚取约29.3万元。 长盛航天海工混合A（000535）基金经理为王柄方。 截至发稿，王柄方累计任职时间3年72天，现任基金资产总规模3.7亿元，任职期间最佳基金回 报-6.17%， 任职期间最差基金回报-47.99%。 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 ...

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]