证券日报网讯12月30日，成飞集成（002190）发布公告称，公司将于2026年1月20日14：30召开2026年 第一次临时股东大会，审议2026年度日常关联交易预计、补选两名非独立董事等议案，现场会议与网络 投票同步进行，股权登记日为1月14日。 ...

1. 美国三大股指期货涨跌不一，纳指期货跌0.03%，标普500指数期货涨0.01%，道指期货跌0.01%。 8. 消息称台积电3nm计划提前一年落地美国，防止对手抢占先机。 9. 诺和诺德及礼来分别大幅下调减肥药Wegovy及Mounjaro在中国售价。 10. 波音获86亿美元F-15战机合约，涉及美国对以色列军售。 11. 花旗董事会批准出售俄罗斯业务AO Citibank，预计将录得税前亏损12亿美元。 2. 欧股主要指数齐涨，德国DAX指数涨0.44%，英国富时100指数涨0.39%，法国CAC指数涨0.44%，欧 洲斯托克50指数涨0.7%。 3. 特朗普：考虑起诉鲍威尔，还可能炒了他，预计明年1月宣布新任美联储主席人选。 4. 据CME"美联储观察"：美联储1月降息25个基点概率为16.1%，利率不变概率为83.9%。 5. 国际消费电子展(CES)将于2026年1月6日至9日在美国拉斯维加斯举行，英伟达、苹果、Meta等科技 巨头均参展。 6. Meta斥资数十亿美元收购Manus，Manus创始人肖弘将出任Meta副总裁。 7. 马斯克与内塔尼亚胡讨论AI和自动驾驶合作，将于明年3月访问以色 ...

Group 1 - The core viewpoint is that there is a strong consensus among 21 top market forecasters that the US stock market will experience a bull market in 2026, with an average prediction of a 9% increase in the S&P 500 index, aiming for the longest consecutive rise in nearly two decades [2][8] - The stability of the US, which has not experienced war for over 200 years, is seen as a solid foundation for continued economic growth, with expectations that this security will persist for the next 20 years [2][8] - The current market uptrend, which began in 2022, is driven by a combination of policy, capital, and technology, leading to a significant expansion cycle [2][8] Group 2 - The Nasdaq ETF is highlighted as a key vehicle for capturing growth dividends from the technology revolution, particularly driven by AI, which is projected to contribute 0.9 percentage points to US GDP growth in 2025, with a contribution rate of 42% [3][9] - Major tech companies within the Nasdaq are expected to maintain a capital expenditure growth rate exceeding 28% annually, allowing investors to benefit from the ongoing technological advancements [3][9] - The "Artificial Intelligence 30 Index" identified by JPMorgan accounts for 44% of the market capitalization of the S&P 500, with many of these core assets concentrated in the Nasdaq, making the Nasdaq ETF an effective tool for global investment [3][9] Group 3 - The Dow Jones ETF is characterized as a stable choice for blue-chip investments, providing resilience across economic cycles, with its index comprising 30 leading companies across key sectors [4][10] - In a projected easing environment with the Federal Reserve expected to lower interest rates by 50 basis points, blue-chip companies are anticipated to offer robust earnings resilience and consistent dividends [4][10] - The Dow Jones ETF is positioned as a "ballast" in the investment landscape, particularly as traditional sectors like consumption and industry are expected to see valuation recovery [4][10] Group 4 - Investing in individual stocks is viewed as a more aggressive strategy, while allocating to ETFs is seen as a prudent approach for global diversification, significantly lowering the barriers and risks for ordinary investors [5][11] - The combination of Nasdaq and Dow Jones ETFs allows investors to capture high-growth potential while also providing stability against market fluctuations, aligning with the strategy of diversified risk management [5][11] - The emergence of ETFs is recognized as a key channel for accessing wealth opportunities in the global market, facilitating asset globalization [5][11]

Core Viewpoint - Guihang Co., Ltd. announced that its subsidiaries are required to pay property tax, land use tax, and late fees totaling 22.55 million yuan due to a notification from the tax bureau regarding military-related units [1] Group 1: Tax Payment Details - The total amount to be paid by the three subsidiaries is 22.55 million yuan, which includes property tax and late fees [1] - Guiyang Wanjing Aviation Electromechanical Co., Ltd. is required to pay 1.68 million yuan in tax and 960,000 yuan in late fees [1] - Guizhou Huayang Electric Co., Ltd. must pay 2.4 million yuan in tax and 1.14 million yuan in late fees [1] - Guizhou Hongyang Machinery Co., Ltd. has a total payment of 10.98 million yuan in tax and 5.39 million yuan in late fees, which includes 6.1 million yuan in tax and 2.95 million yuan in late fees for unused mountainous land allocated in the 1960s [1] Group 2: Compliance Status - As of the date of the announcement, all three subsidiaries have completed the payment of the required taxes and late fees [2]

本次发行的股票种类为境内上市的人民币普通股（A股），每股面值为人民币1.00元。本次发行的 股票将在深圳证券交易所主板上市交易。本次发行的股票数量按照募集资金总额除以发行价格最终确 定，且不超过本次发行前公司总股本的30%，即不超过99,556,080股（含本数）。 本次向特定对象发行股票募集资金总额不超过人民币197,000.00万元（含本数），扣除发行费用后 的募集资金净额将用于起降系统产能扩建项目、民航产品产业化项目、民航大飞机适航保障能力提升项 目、 补充流动资金。 本次向特定对象发行股票的定价基准日为发行期首日，发行价格不低于定价基准日前二十个交易日 公司股票交易均价的百分之八十。 中国经济网北京12月30日讯 北摩高科(002985.SZ)昨晚披露2025年度向特定对象发行A股股票预 案，本次向特定对象发行股票的发行对象不超过35名（含），为符合中国证监会规定条件的特定投资 者，包括符合规定条件的证券投资基金管理公司、证券公司、信托公司、财务公司、保险机构投资者、 合格境外机构投资者，以及符合中国证监会规定的其他法人、自然人或其他合格的投资者。其中，证券 投资基金管理公司、证券公司、合格境外机构投 ...

南方财经12月30日电，北摩高科(002985.SZ)近日披露2025年度向特定对象发行A股股票预案，拟向不超 过35名特定投资者发行不超过9,955.61万股股份，占发行前总股本的30%，募集资金总额不超过19.70亿 元。资金将用于四大方向，其中起降系统产能扩建项目拟投入8.88亿元，民航产品产业化项目3.04亿 元，民航大飞机适航保障能力提升项目1.88亿元，补充流动资金5.90亿元。 财务数据方面，公司2025年1–9月归属于母公司所有者的净利润1.28亿元，扣非后为1.26亿元；2022年至 2025年1–9月毛利率持续波动，分别为67.20%、59.78%、52.83%和48.85%。2025年9月末，公司应收账 款净额14.68亿元，存货净额10.02亿元。分红方面，最近三年公司累计现金分红1.14亿元，占最近三年 年均归母净利润的62.37%。 公司2020年IPO募集资金净额为7.74亿元。截至2025年11月30日，已累计投入7.69亿元。部分原募投项 目根据市场变化进行了调整：高速列车制动闸片产业化项目因市场竞争激烈、利润空间受压而终止；飞 机机轮产能扩张等项目通过优化方案产生节余资金， ...

前海开源大海洋混合（000690）基金经理为刘宏。 截至发稿，刘宏累计任职时间4年295天，现任基金资产总规模14.85亿元，任职期间最佳基金回报 78.39%， 任职期间最差基金回报-26.94%。 从基金十大重仓股角度 数据显示，前海开源基金旗下1只基金重仓航亚科技。前海开源大海洋混合（000690）三季度持有股数 44.99万股，占基金净值比例为5.55%，位居第九大重仓股。根据测算，今日浮盈赚取约12.6万元。 前海开源大海洋混合（000690）成立日期2014年7月31日，最新规模2.12亿。今年以来收益40.94%，同 类排名1941/8087；近一年收益37.08%，同类排名2040/8085；成立以来收益114.8%。 12月30日，航亚科技涨1.06%，截至发稿，报26.63元/股，成交3433.15万元，换手率0.50%，总市值 69.11亿元。 资料显示，无锡航亚科技股份有限公司位于江苏省无锡市新东安路35号，成立日期2013年1月30日，上 市日期2020年12月16日，公司主营业务涉及航空发动机叶片、整体叶盘和骨科植入物锻件的研发、生产 和销售。主营业务收入构成为：航空产品91.40 ...

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，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，大成基金旗下1只基金重仓航宇科技。大成国家安全主题灵活配置混合A（002567）三季度 持有股数6.98万股，占基金净值比例为4.53%，位居第六大重仓股。根据测算，今日浮亏损失约18万 元。 大成国家安全主题灵活配置混合A（002567）成立日期2016年5月4日，最新规模2416.97万。今年以来收 益20.39%，同类排名4359/8087；近一年收益17.84%，同类排名4501/8085；成立以来收益67.1%。 大成国家安全主题灵活配置混合A（002567）基金经理为王帅。 截至发稿，王帅累计任职时间4年31天，现任基金资产总规模12.05亿元，任职期间最佳基金回报 58.36%， 任职期间最差基金回报-20.92%。 12月30日，航宇科技跌3.65%，截至发稿，报68.11元/股，成交2882.87万元，换手率0.22%，总市值 129.84亿元。 资料显示，贵州航宇科技发展股份 ...

当地时间12月29日，据报道，美国国务院已决定批准一项预估成本为18亿美元的对丹麦军售计划，其中 波音公司被指定为主要承包商。国防安全合作局表示，已提交所需认证并通知国会。 此次军售内容包括最多三架P-8A反潜巡逻机，以及无线电系统、GPS装置、导弹预警系统和其他相关设 备。 ...

Core Viewpoint - The article emphasizes that the trend of "International Rearmament" is set to become a structural and multi-year global demand driver for the defense industry, with defense stocks expected to be a key contributor to stock market growth over the next 2-3 years, particularly highlighting Raytheon Technologies (RTX.US) as a core beneficiary due to its higher international revenue and order exposure compared to peers [1][5]. Group 1: Defense Industry Trends - The defense industry is experiencing a significant investment surge, with U.S. aerospace and defense stocks recording a 36% increase in 2025, while European defense stocks have surged by 55%, outperforming the semiconductor sector's 45% rise [3]. - The article notes that traditional defensive sectors like utilities and consumer staples are not the best investment choices in times of geopolitical uncertainty; instead, the defense sector is positioned as an "alternative safe haven" due to its direct correlation with geopolitical events [4][6]. Group 2: Raytheon Technologies (RTX) - Raytheon is highlighted for its strong international business exposure, with approximately 31% of its revenue coming from international operations and 44% of its international backlog, indicating a higher visibility for future deliveries and revenue recognition [6][9]. - The article mentions that Raytheon's core defense business aligns well with the procurement trends of allies, particularly in missile defense and advanced systems, making it a prime candidate for benefiting from increased defense budgets in Europe [8][9]. - Citigroup has initiated coverage on Raytheon with a "Buy" rating and a target price of $211, noting its market capitalization of approximately $250 billion as of the last trading session [9].