证券之星消息，8月19日航空装备板块较上一交易日下跌2.29%，菲利华领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。航空装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000697 | ST炼石 | 8.32 | 2.72% | 12.02万 | | 9938.56万 | | 002023 | 海特高新 | 11.45 | 1.24% | 27.71万 | | 3.13亿 | | 688070 | 纵横股份 | 56.42 | 1.20% | 3.05万 | | 1.72亿 | | 688287 | *ST观曲 | 5.09 | 0.20% | - 4.25万 | | 2155.09万 | | 837006 | 晟僧科技 | 34.77 | 0.17% | 4.19万 | | 1.46亿 | | 300424 | 航新科技 | 17.13 | 0.12% | 10.32万 | | 1.76亿 | ...

Group 1 - The aerospace ETF Tianhong (159241) has seen a significant increase in trading activity, with a turnover exceeding 77 million yuan and a turnover rate of over 14% [1] - The ETF has recorded a net subscription of 1 million units in real-time, bringing its latest circulating share to 432 million units and a circulating scale of 534 million yuan, ranking among the top two in its category [2] - The ETF has experienced a year-to-date share increase of over 127%, leading its peers [2] Group 2 - The aerospace ETF closely tracks the National Defense Aerospace Index, which has over 98% weight in the defense and military industry, making it the highest military content index in the market [2] - The index's core sectors, aerospace equipment and aviation equipment, account for 66% of its weight, focusing on key areas such as large aircraft manufacturing, low-altitude economy, and commercial aerospace [2] - A new low-altitude route connecting Kunshan and Shanghai has been launched, allowing for a 20-minute aerial commute, marking a significant development in urban air mobility [2] Group 3 - The satellite internet construction is accelerating, with significant procurement expected to begin soon, indicating a growing investment opportunity in commercial aerospace [3] - The GW constellation has completed three launch missions and is expected to have two more in August, increasing the number of operational satellites to 72 [3] - The defense and military sector is anticipated to experience substantial improvement, with a recovery in demand and optimization of production capacity [3]

Core Viewpoint - China Aviation Industry Corporation (AVIC) is a leading player in the aerospace sector, focusing on high-tech military and civilian products and services, with a stable growth trajectory and increasing market capitalization [1][2]. Group 1: Company Overview - AVIC is the only flagship company in the Hong Kong capital market specializing in aerospace high-tech military and civilian general products and services [1]. - The company's main business areas include helicopters, trainer aircraft, general aviation aircraft, airborne systems, aviation components, and aviation engineering services [1]. - AVIC has received multiple awards for corporate governance and investment value, including the Outstanding Corporate Governance Award and the Best Listed Company Award [1]. Group 2: Financial Performance - As of the 2024 annual report, AVIC reported total operating revenue of 86.971 billion yuan and a net profit of 2.187 billion yuan [2].

新华网沈阳8月16日电（记者吴青昊）8月15日，航空工业沈飞举办"解码战机摇篮 共绘发展蓝图"国企开放日活动。近40位媒体人走进沈飞科研生 产一线，亲身感受新中国航空事业的蓬勃发展与"大国重器"保家卫国的硬核魅力。 活动当天，媒体人参观了智能指挥中枢、柔性生产线与脉动生产线，了解沈飞发展历程和在研制生产歼击机方面所取得的卓越成就。在沈北航空 产业园新厂区，媒体团亲身体验火热的建设场景，通过相关人员对全景规划的解读，特别是学习人工智能技术在航空制造领域的创新应用等，清 晰地感受到沈飞打造先进战斗机集成交付基地的决心。 此次开放，沈飞向社会新闻媒体集中展示了高质量发展厚重答卷上的亮眼成绩。在国之重器的锻造上，沈飞以持续突破的关键核心技术，筑牢了 先进航空装备研制的坚实基础，彰显了作为军工央企挺立潮头的硬核实力。同时，在创新与人才的战略布局上，沈飞不仅锻造了人才培养前沿阵 地，更通过一系列人才激励与培养机制的落地，构建起面向未来的核心竞争力，为持续领航航空工业发展储备智慧动能。在区域发展的带动作用 上，沈北航空产业园的建设，标志着沈飞正以业内龙头姿态与地方经济发展深度融合，有力推动产业链协同升级的同时，为区域发展注 ...

融券方面，当日融券卖出0.10万股，净卖出0.00万股。 8月18日，沪深两融数据显示，中直股份获融资买入额0.77亿元，居两市第453位，当日融资偿还额0.78 亿元，净卖出94.20万元。 最近三个交易日，14日-18日，中直股份分别获融资买入1.36亿元、0.27亿元、0.77亿元。 ...

Core Viewpoint - The stock price of AVIC Shenyang Aircraft Corporation (中航沈飞) has increased, reflecting market interest despite projected declines in revenue and profit for the upcoming year [1] Group 1: Stock Performance - The latest stock price of AVIC Shenyang is 60.83 yuan, up by 1.12 yuan from the previous trading day [1] - The opening price was 60.00 yuan, with a highest point of 61.35 yuan and a lowest point of 59.79 yuan [1] - The trading volume reached 443,200 hands, with a total transaction amount of 2.685 billion yuan [1] Group 2: Business Overview - AVIC Shenyang specializes in the manufacturing of aviation products, including defense equipment and civil aviation products [1] - The company is a significant base for the research and production of fighter jets in China, with products that include various models of fighter jets and carrier-based aircraft [1] Group 3: Financial Projections - The company expects to achieve approximately 14.628 billion yuan in revenue for the first half of 2025, representing a year-on-year decline of 32.35% [1] - The net profit attributable to shareholders is projected to be around 1.136 billion yuan, down 29.78% year-on-year [1] - The net profit excluding non-recurring gains and losses is estimated at approximately 1.074 billion yuan, reflecting a decline of 32.38% year-on-year [1]

证券代码：600760 证券简称：中航沈飞 公告编号：2025-045 中航沈飞股份有限公司 关于2025年半年度主要财务数据的提示性公告 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： ? 中航沈飞股份有限公司（以下简称"公司"）预计 2025 年半年度实现营 业收入 1,462,833.71 万元左右，同比下降 32.35%左右；归属于上市公司股东的 净利润 113,641.33 万元左右，同比下降 29.78%左右；归属于上市公司股东的扣 除非经常性损益的净利润 107,352.36 万元左右，同比下降 32.38%左右。 中航沈飞股份有限公司董事会 一、2025 年半年度主要财务数据 营业收入 1,462,833.71 万元左右，同比下降 32.35%左右；归属于上市公司股东 的净利润 113,641.33 万元左右，同比下降 29.78%左右；归属于上市公司股东的 扣除非经常性损益的净利润 107,352.36 万元左右，同比下降 32.38%左右。 面对复杂严峻的任务形势，公司将进一步聚焦战略高地、 ...

Core Viewpoint - The company, AVIC Shenyang Aircraft Corporation (中航沈飞), reported a significant decline in its financial performance for the first half of 2025, attributing the downturn to product delivery schedules and adjustments in product structure [1] Financial Performance Summary - The company expects to achieve an operating revenue of approximately 14.628 billion yuan, representing a year-on-year decrease of about 32.35% [1] - The net profit attributable to the parent company is projected to be around 1.136 billion yuan, reflecting a year-on-year decline of approximately 29.78% [1]

Group 1 - The company, AVIC Shenyang Aircraft Corporation (600760.SH), announced an expected revenue of approximately 14.628 billion yuan for the first half of 2025, representing a year-on-year decrease of about 32.35% [2] - The net profit attributable to shareholders of the listed company is expected to be around 1.136 billion yuan, reflecting a year-on-year decline of approximately 29.78% [2]

中航沈飞股份有限公司公告，2025年半年度受产品配套交付进度及产品结构调整影响，预计实现营业收 入1,462,833.71万元左右，同比降32.35%左右；归属于上市公司股东的净利润113,641.33万元左右，同比 降29.78%左右；扣非净利润107,352.36万元左右，同比降32.38%左右。 ...