东北证券表示，在当下时点，军工行业扰动因素已基本消除，下游需求呈恢复性增长，同时2027年建设 目标迫在眉睫，中长期目标也对行业发展提供明确指引：2035年基本实现国防和军队现代化，2050年把 人民军队全面建成世界一流军队。伴随需求恢复，产能结构逐步优化，国防军工板块有望得到大幅改 善，安全边际高，具备长期成长确定性。 长江证券指出，近年来世界军贸总体需求或将显著增加，而中国装备良好的作战性能及充足且高质量的 供给或将成为中国军贸装备稳步扩大在世界的军贸份额的底气所在，我们认为中国军贸或将迎来高速增 长期，相应企业盈利能力及盈利质量或将迎来快速改善期。 6月20日，A股市场集体走低，国证航天指数收跌1.58%。 相关ETF中，截至收盘，航空航天ETF天弘（159241）跌1.45%，成交额超3500万元，换手率超22%， 位居同标的产品第一。成分股中，长城军工涨停，国博电子、中船应急、中国海防、航材股份等股涨幅 居前。 资金流向上，Wind金融终端数据显示，航空航天ETF天弘（159241）昨日获超1000万元资金净流入。 航空航天ETF天弘（159241）紧密跟踪国证航天指数，按申万一级行业分类，该指数以 ...

Core Viewpoint - Guanglian Aviation plans to introduce strategic investors by transferring a total of 10% equity in its subsidiary Chengdu Hangxin Aviation Equipment Technology Co., Ltd. for a total price of 40 million yuan, which will enhance its capital operation channels and resource integration in the aerospace equipment manufacturing sector [1][2][4]. Group 1: Equity Transfer Details - Guanglian Aviation will transfer 2.50% equity to Tianjin Ronghe, 1.25% to Shanghai Pudong Intelligent Manufacturing Fund, 2.50% to Yangzhou Gaotou Yida Xinhai, and 3.75% to Chengdu Yida [1]. - After the transfer, Guanglian Aviation will hold 50.10% of Chengdu Hangxin, maintaining it as a controlled subsidiary [1]. Group 2: Strategic Benefits - The introduction of strategic investors is expected to provide funding support for business expansion and technology research and development, enhancing capital efficiency [2][4]. - Strategic investors will bring industry resources, management experience, and market channels, which will help Guanglian Aviation accelerate its industry layout and improve overall competitiveness [2][4]. Group 3: Business Focus and Growth Potential - Guanglian Aviation specializes in the research, production, and manufacturing of high-end aerospace equipment and has participated in several large aircraft development projects approved by the state [2]. - The company is actively expanding into the aircraft engine tooling sector and aims to capture market share in the tooling market through its technological advantages and customer resources [3]. - Guanglian Aviation is also developing a comprehensive manufacturing system for drones, covering everything from process equipment research to final product delivery [3].

Core Viewpoint - China's manned lunar exploration program has achieved a significant breakthrough with the successful implementation of the "Dream Boat" manned spacecraft zero-height escape flight test on the 17th at the Jiuquan Satellite Launch Center [1] Group 1: Dream Boat Manned Spacecraft Overview - The "Dream Boat" spacecraft is a new generation of core manned spacecraft developed entirely independently by China, designed for both space station operations and lunar exploration missions [3] - The spacecraft features a modular design consisting of a return capsule and a service module, which has been fully upgraded based on the technology of the Shenzhou spacecraft, allowing for flexible configurations to meet various space mission requirements [3][5] Group 2: Key Specifications and Capabilities - The "Dream Boat" spacecraft plans to have two core models: the near-Earth version, which can support operations for the Chinese space station and carry up to 7 astronauts, and the lunar version, which will serve manned lunar exploration missions and can carry 3 astronauts through the Earth-Moon space [5] - The design includes a two-capsule structure with a return capsule, service module, and an escape tower, enhancing comfort, crew capacity, and cargo capacity [7] Group 3: Innovations in Safety and Efficiency - The return capsule of the "Dream Boat" features a dual-layer structure for thermal protection and sealing, which optimizes aerodynamics to reduce re-entry thermal load [7] - The landing system employs a "group parachute deceleration + airbag cushioning" mechanism, where double-layer airbags inflate rapidly before touchdown, with the outer layer relieving pressure to absorb energy and the inner layer maintaining stability [8]

昨天(17日)，我国在酒泉卫星发射中心成功组织实施梦舟载人飞船零高度逃逸飞行试验。零高度逃逸试 验的完成对于梦舟飞船的研制是飞船完成初样设计的重要标志，后续，"梦舟"载人飞船将投入正样飞行 器的研制阶段。"梦舟"载人飞船是我国新一代载人天地往返运输飞行器，由航天科技（000901）集团五 院抓总研制，采用模块化设计，由返回舱和服务舱两舱构成，在神舟飞船技术基础上实现了全面升级， 通过灵活配置可满足不同深度的空间任务需求。"梦舟"飞船规划两个核心型号：近地版可支持中国空间 站运营，最多可搭载7名航天员往返地面与近地轨道登月版则服务于载人月球探测任务，可搭载3名航天 员穿越地月空间(央视新闻) ...

Group 1 - The core viewpoint of the articles highlights the strengthening of the military industry amid geopolitical tensions and technological advancements, with a positive outlook for the sector driven by both external pressures and internal growth dynamics [2] - The CN5082.SZ aerospace and defense index saw a 0.25% increase, with notable gains from companies such as Guorui Technology (up nearly 6%) and Yaguang Technology (up over 3%) [1] - The recent adjustment of the CN5082.SZ index included the addition of five key stocks, such as AVIC Chengfei and China Shipbuilding Emergency Rescue, while five others were removed [1] Group 2 - The military industry is expected to benefit from the changing global military development environment and strong internal growth, with increasing military demand enhancing the strategic position of the sector [2] - The military industry demonstrates stronger anti-cyclicality compared to traditional sectors, making it more resilient amid global economic fluctuations [2] - Short-term drivers for the military industry include accelerated technological iterations and approaching key strategic milestones, which are likely to maintain an upward trend in industry prosperity [2]

6月13日航天南湖（688552）收盘价40.95元，收盘上涨17.44%，全天换手率31.61%，振幅17.46%，成交 额10.41亿元。科创板交易公开信息显示，当日该股因日换手率达30%、日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.54亿元， 其中，买入成交额为1.21亿 元，卖出成交额为1.34亿元，合计净卖出1327.78万元。具体来看，今日上榜的前五大买入营业部中，沪 股通为第一大买入营业部，买入金额为3889.29万元，营业部合计买入8166.54万元。卖出营业部中，有2 家机构专用席位现身，即卖二、卖三，卖出金额分别为3128.73万元、2098.13万元，沪股通为第一大卖 出营业部，卖出金额为4326.65万元，营业部合计卖出3830.10万元。买卖金额相抵，机构专用席位今日 净卖出该股5226.86万元，沪股通今日净卖出该股437.36万元。 资金流向方面，该股今日全天主力资金净流入7328.46万元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 另据统计，近半年该股累计上榜龙虎榜8次，上榜次日股价平 ...

证券代码：600501 证券简称：航天晨光 公告编号：临 2025—033 航天晨光股份有限公司 关于召开2025年第一次临时股东大会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 召开的日期时间：2025 年 7 月 7 日14 点 00 分 召开地点：公司本部大楼二楼多媒体会议室 无 投票股东类型 序号 议案名称 A 股股东 非累积投票议案 上述议案已经公司七届四十三次董事会审议通过，详见 2025 年 6 月 14 日的《中 国证券报》《上海证券报》及上海证券交易所网站。 应回避表决的关联股东名称：无 三、 股东大会投票注意事项 ? 股东大会召开日期：2025年7月7日 ? 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 一、 召开会议的基本情况 (一)股东大会类型和届次 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (四)现场会议召开的日期、时间和地点 (五)网络投票的系统、起止日期和投票时间。 网络投票系统： ...

证券代码：300719 证券简称：安达维尔 公告编号：2025-040 北京安达维尔科技股份有限公司 关于2022年限制性股票激励计划股权激励对象所持已获授 但尚未解锁的限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 票 数 量 为 469,300 股 ， 占 本 次 回 购 注 销 前 公 司 总 股 本 的 254,696,450 股 的 股本将由254,696,450股变更为254,227,150股。 核确认，公司本次限制性股票回购注销事宜已办理完成。 一、2022年限制性股票激励计划已履行的审批程序 了《关于 <北京安达维尔科技股份有限公司 ensp="ensp" 年限制性股票激励计划="年限制性股票激励计 划" 草="草"> 案）>及其摘要的议案》《关于 <北京安达维尔科技股份有限公司 ensp="ensp" 年限制性="年限制性"> 股票激励计划实施考核管理办法>的议案》以及《关于提请股东大会授权董事会 办理公司 2022 年限制性股票激励计划相关事宜的议案》，公司独立董事对此发 表了同意的意见，律师出具了 ...

陕西中天火箭技术股份有限公司 投资者关系活动记录表 编号： 2025-007 投资者关系活动 类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与对象 长春净月产业基金投资有限公司 李航、于林园、魏熙泽 时间 2025 年 6 月 11 日 15 点 00 分 地点 公司三楼会议室 上市公司接待人 员姓名 党委副书记/董事会秘书 宁星华 证券事务部部长 许青山 投资者关系活动 主要内容介绍 一、观看公司宣传片、证券事务部部长许青山介绍公司基 本情况。 二、座谈交流。 1.请介绍公司当前主营业务结构及军品主要产品？ 公司为军民融合为企业，2024 年军品业务收入占比约 30%，民品业务占比约 70%；公司军品产品主要为小型制导火 箭、探空火箭、军用耐烧蚀组件等。 2.请问公司军品业务的增长情况如何？ 2024 年公司军品业务整体同比增长 50%以上。 3.军品研发是否有新进展？ 公司制导火箭产品围绕市场需求，持续推进产品系列化、 多平台化发展，部分系列化型号已完成研制，推向市场。 | | 4.公司在新材料领域有哪些产品布局？ ...

Core Viewpoint - The military industry sector is experiencing renewed activity, particularly in aerospace and defense, driven by geopolitical tensions and increased domestic military spending [1] Group 1: Market Activity - As of June 13, the aerospace ETF (159227) rose by 0.7% with a trading volume of 14.81 million yuan, leading its category [1] - Key stocks in the ETF, including drones, Tianhe Defense, Andavil, Aerospace Rainbow, and China Ordnance, showed significant gains [1] Group 2: Long-term Outlook - The global geopolitical landscape is unstable, suggesting that defense spending will likely maintain a high growth rate [1] - The aerospace sector is expected to benefit directly from the focus on air and space threats in modern warfare [1] Group 3: Industry Insights - The aerospace ETF (159227) tracks the Guozheng Aerospace Index, which has over 99% weight in the military industry, with aerospace and aviation equipment comprising 73% of the index [1] - According to Zhongyou Securities, by 2025, the military industry is anticipated to reach a turning point in orders, driven by new technologies and products aimed at enhancing equipment performance and reducing costs [1]