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航天科技:加速度传感器等少量产品配套神舟二十发射任务,未对经营数据产生重大影响
Xin Lang Cai Jing· 2025-08-19 07:01
Core Viewpoint - The company is currently supplying a small number of products, including accelerometers, for the Shenzhou 20 launch mission, but this business has a limited revenue scale and does not significantly impact the company's overall operating data [1] Group 1 - The company confirmed its involvement in the Shenzhou 20 launch by providing accelerometers and other products [1] - The revenue generated from this business is relatively small compared to the company's total operating income [1] - The limited scale of this business means it has not had a major effect on the company's financial performance [1]
航天科技(000901.SZ):目前公司加速度传感器等少量产品配套神舟二十发射任务,但上述业务形成收入规模较小
Ge Long Hui· 2025-08-19 06:52
格隆汇8月19日丨航天科技(000901.SZ)在互动平台表示,目前公司加速度传感器等少量产品配套神舟二 十发射任务,但上述业务形成收入规模较小,且占公司总营业收入比例有限,未对公司经营数据产生重 大影响。 ...
首条昆山至上海低空航线通航,航空航天ETF天弘(159241)盘中获净申购,机构:国防军工板块具备长期成长确定性
此外,值得关注的是,据Wind金融终端,截至8月18日,今年以来航空航天ETF天弘(159241)年内份 额增超127%,暂居同标的之首。 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,该指数以超98%的国防军 工行业权重形成显著特征,是全市场军工含量最高的指数。按申万二级行业分类,航空装备与航天装备 两大核心板块则占据66%权重,深度聚焦大飞机研制、低空经济、商业航天等新兴领域航空航天装备产 业链关键领域。 消息面上,据央视新闻,8月18日,首条连接江苏昆山与上海市中心的低空航线正式通航,仅需20分钟 即可实现上海与昆山两地跨省(市)、越江、入市中心的"空中直达"。这条"昆山—杨浦"直升机航线, 是首条进入上海市中心区域的城际低空通勤线路,实现空中快速通达,并形成集通勤、观光、换乘于一 体的立体出行新模式。 8月19日午后,三大指数小幅上涨,军工板块调整。 相关ETF方面,航空航天ETF天弘(159241)走势震荡,成交额超7700万元,换手率超14%,交投活 跃。盘中溢折率0.06%,频现溢价交易。成分股方面,仅长城军工、国科军工飘红。 据Wind数据显示,航空航天ETF天弘 ...
景嘉微拟以2亿元增资控股诚恒微;骄成超声上半年归母净利润同比增1005%|公告精选
Mei Ri Jing Ji Xin Wen· 2025-08-18 13:34
每经记者|范芊芊 每经编辑|文多 航天长峰:拟挂牌转让航天柏克股权 航天长峰公告称,为回归产业发展主航道,公司拟公开挂牌转让所持航天柏克(广东)科技有限公司 (简称航天柏克)55.45%股权。该股权评估价值为2.01亿元,挂牌转让底价为1.11亿元。交易完成后, 公司将不再持有航天柏克股权。 康平科技:拟收购苏州凌臣控股权 康平科技公告称,公司与朱建冬等五人签署股权收购意向协议,拟以支付现金的方式收购苏州市凌臣采 集计算机有限公司控股权(简称苏州凌臣)。标的公司在智能装备控制单元的核心零部件领域深耕多 年,为下游客户提供各种运动控制、精密传动等核心零部件和机器人模组。 业绩披露 智飞生物:上半年归母净利润亏损约6亿元,同比由盈转亏 智飞生物发布2025年半年度报告,报告期内,公司营业收入为49.19亿元,同比下降73.06%,归母净利 润为亏损5.97亿元,同比转亏。 并购重组 景嘉微:拟2.2亿元增资控股诚恒微,进军边端侧AI芯片领域 景嘉微公告称,上市公司拟以自有资金2.2亿元参与无锡诚恒微电子有限公司(简称诚恒微)增资项 目,增资完成后,景嘉微将成为目标公司的控股股东。诚恒微主营业务为边端侧AI(人工智 ...
航天长峰:8月18日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-18 11:55
(文章来源:每日经济新闻) 航天长峰8月18日晚间发布公告称,公司十二届十九次董事会会议于2025年8月18日在航天长峰大厦八层 822会议室以通讯方式召开。会议审议了《关于挂牌转让所持航天柏克(广东)科技有限公司55.45%股 权事项的议案》等文件。 ...
航天长峰:拟公开挂牌转让所持航天柏克55.45%股权
Xin Lang Cai Jing· 2025-08-18 11:23
航天长峰公告,公司拟公开挂牌转让所持航天柏克(广东)科技有限公司55.45%股权。根据北京中企 华资产评估有限责任公司出具的资产评估报告,以2025年4月30日为基准日,航天柏克股东全部权益账 面价值为1.89亿元,评估价值为2.01亿元,航天长峰所持航天柏克55.45%股权的挂牌转让底价为1.11亿 元。 ...
航天装备板块8月18日涨1.51%,中天火箭领涨,主力资金净流出1995.25万元
证券之星消息,8月18日航天装备板块较上一交易日上涨1.51%,中天火箭领涨。当日上证指数报收于 3728.03,上涨0.85%。深证成指报收于11835.57,上涨1.73%。航天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) | | --- | --- | --- | --- | --- | --- | | 003009 | 中天火箭 | 53.65 | 10.01% | 10.58万 | 5.39亿 | | 300722 | 新余国科 | 38.77 | 3.19% | 12.18万 | 4.67 Z | | 601698 | 中国 通 | 20.64 | 1.57% | 45.08万 | 9.26 G | | 002829 | 星网宇达 | 22.15 | 1.14% | 9.70万 | 2.15亿 | | 600879 | 航大电子 | 11.04 | 0.45% | 124.24万 | 13.72亿 | | 688523 | 航天环宇 | 25.29 | 0.40% | 7.45万 | 2668"I | | 688282 | 理工导航 | ...
我国成功发射试验二十八号B星02星,同标的年内份额增长率第一的航空航天ETF天弘(159241)涨超1.8%
中航证券认为,"进二退一"或成为中长期常态,内部也将呈现出轮动与分化,短期急涨的子领域和个股 或有波动风险,军工行业融资余额处于历史高位,也是造成波动的潜在因素。军工行业重回市场主舞台 后,增量资金配置或将倾向于白马。 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,截至目前,该指数以近 98%的国防军工行业权重形成显著特征,进一步申万二级行业分类,航空装备与航天装备两大核心板块 则占据约67%权重,深度聚焦空天国防、大飞机研制、低空经济、商业航天、等新兴领域航空航天装备 产业链关键领域。 消息面上,据中新网,2025年8月17日,我国在西昌卫星发射中心使用长征四号丙运载火箭,成功将试 验二十八号B星02星发射升空。同日,我国在太原卫星发射中心使用长征六号改运载火箭,成功将卫星 互联网低轨09组卫星发射升空,卫星顺利进入预定轨道,此次任务是长征系列运载火箭的第590次飞 行。 东北证券指出,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。 8月18日,A股三大指数午后延续上涨,军工板块走强。 相关ETF中,航空航天ETF天弘(1592 ...
互联网低轨09组卫星成功发射,全市场规模最大航空航天ETF(159227)持续拉升,天和防务领涨
Mei Ri Jing Ji Xin Wen· 2025-08-18 04:44
Group 1 - A-shares indices collectively rose on August 18, with the aerospace and defense sector rebounding, as the Aerospace ETF (159227) increased by 1.26% and achieved a trading volume of 96.81 million yuan, leading its category [1] - The stock holdings in the Aerospace ETF saw significant gains, with Tianhe Defense rising over 7%, and Guangqi Technology and China Haifang both increasing by over 6% [1] - On August 17, China successfully launched the low Earth orbit satellite internet constellation using the Long March 6 carrier rocket, marking a significant achievement in the country's commercial aerospace sector [1] Group 2 - Since the end of July, the frequency of satellite launches in China has significantly increased, indicating a rapid acceleration in network deployment, which is expected to drive growth in the commercial aerospace industry [1] - The Aerospace ETF closely tracks the National Aerospace Index, with a high concentration of 98.2% in the military industry, covering key sectors such as aerospace equipment, satellite navigation, and new materials [1] - The ETF includes leading companies in the military sector and has a substantial weight of 25.14% in the commercial aerospace concept, highlighting the growing importance of this sector [1]
8月18日投资早报|圣农发展上半年净利润同比增长791.93%,国泰环保控股股东、实控人、董事长陈柏校被采取留置措施,美锦能源筹划发行H股在港交所上市
Sou Hu Cai Jing· 2025-08-18 00:40
Market Overview - On August 15, 2025, A-shares saw collective gains with the Shanghai Composite Index rising by 0.83%, the Shenzhen Component Index increasing by 1.6%, and the ChiNext Index up by 2.61%. The North Stock 50 index surged by 3.04%. The total trading volume in the Shanghai and Shenzhen markets was approximately 22446.12 billion yuan, a decrease of about 345.97 billion yuan from the previous trading day [2] - Hong Kong stocks continued to decline, with all three major indices in the red but maintaining above the 25000 mark. The Hang Seng Index fell by 0.98% or 249.25 points, closing at 25270.07 points, with a total trading volume of 3126.87 billion HKD. The Hang Seng China Enterprises Index also dropped by 0.98%, closing at 9039.09 points, while the Hang Seng Tech Index decreased by 0.59%, ending at 5543.17 points [2] - In the US market, major indices closed mixed but recorded weekly gains for two consecutive weeks. The Nasdaq fell by 0.4% with a weekly increase of 0.81%, the S&P 500 dropped by 0.29% with a weekly rise of 0.94%, and the Dow Jones increased by 0.08% with a weekly gain of 1.74%. Both the Dow and S&P 500 indices reached intraday historical highs at one point [2] New Stock Information - There were no new stock subscriptions or listings on the day [3] Important News - On August 17, 2025, Hainan Province released a three-year action plan (2025-2027) for high-quality development of marine tourism, focusing on eight key actions. The plan aims to accelerate the construction of three surfing resorts, five diving bases, seven fishing bases, and two sailing training bases. It also promotes a "low-altitude + marine" tourism model and the development of coastal attractions and marine-themed micro-scenic spots, establishing a new "land-sea linkage" pattern [4] Technological Advancements - On August 16, 2025, it was reported that China's space station successfully utilized a specialized AI model during the Shenzhou 20 mission. The "Wukong AI" model, which was sent up with the Tianzhou 9 cargo spacecraft, assisted astronauts during their extravehicular activities. This model is based on domestic open-source technology and tailored to meet the needs of manned spaceflight missions, employing pre-training and instruction fine-tuning techniques [5][6] Industry Developments - The first batch of autonomous intelligent connected taxis in Shanghai Lingang officially opened for public operation. The service covers 58 locations in the main urban area, including universities, offices, and commercial areas, operating daily from 8 AM to 8 PM. The fare structure includes a starting price of 16 yuan for trips under 5 kilometers, with an additional charge of 4 yuan per kilometer for longer distances, with no other fees [6]