Group 1 - The company announced a postponement of the investment project "Military-Civilian Dual-Use Communication, Measurement and Control, and Testing Equipment Industrialization Project" [1] - The new expected completion date for the project is now June 30, 2026, extended from the previous date of September 30, 2025 [1] - The decision was made during the fourth board meeting and does not require approval from the shareholders' meeting [1]

从资金流向上来看，当日航空装备板块主力资金净流出10.5亿元，游资资金净流入2.51亿元，散户资金净 流入7.99亿元。航空装备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002625 | 光启技术 | | 1993.69万 | 0.99% | -2073.47万 | -1.03% | 79.77万 | 0.04% | | 688070 | 纵横股份 | | 721.01万 | 5.01% | -239.50万 | -1.67% | -481.51万 | -3.35% | | 002933 | 新兴装备 | | 647.90万 | 9.28% | -6.18万 | -0.09% | -641.72万 | -9.20% | | 688685 | 迈信林 | | 525.17万 | 2.66% | -349.40万 | -1.77% | -175.77万 | -0.89% ...

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%。 截至9月19日，中航成飞股东户数7.34万，较上期增加2.03%；人均流通股7981股，较上期减少1.99%。 2025年1月-6月，中航成飞实现营业收入207.02亿元，同比增长2430.53%；归母净利润9.13亿元，同比增 长986.46%。 融券方面，中航成飞9月24日融券偿还100.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 8497.00元；融券余量3.65万股，融券余额310.14万元，低于近一年10%分位水平，处于低位。 责任编辑：小浪快报 9月24日，中航成飞涨2.05%，成交额12.69亿元。两融数据显示，当日中航成飞获融资买入额1.32亿 元，融资偿还1.56亿元，融资净买入-2431.64万元。截至9月24日，中航成飞融资融券余额合计15.79亿 元。 分红方面，中 ...

Company Updates - *ST Guandian announced the resignation of its securities affairs representative, Li Yuan, effective immediately upon delivery of the resignation to the board of directors due to personal reasons [1] - The board has appointed Li Zhiyong as the new securities affairs representative to assist the board secretary [1] Financial Performance - For the year 2024, *ST Guandian's revenue composition is as follows: 85.27% from aerospace equipment manufacturing and related services, 14.23% from non-lethal weapons, and 0.51% from other businesses [1] - As of the report date, *ST Guandian has a market capitalization of 1.9 billion yuan [1]

Market Overview - The aviation equipment sector increased by 0.67% on September 24, with Zongheng Co. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Zongheng Co. (688070) closed at 57.10, rising by 8.06% with a trading volume of 29,800 lots and a transaction value of 163 million yuan [1] - Other notable performers included: - Hitec High-tech (002023) at 12.33, up 3.44% [1] - Aviation New Technology (300424) at 15.59, up 2.84% [1] - Western Superconducting (688122) at 58.49, up 2.60% [1] Capital Flow - The aviation equipment sector saw a net inflow of 57.50 million yuan from institutional investors, while retail investors contributed a net inflow of 29.80 million yuan [2] - However, speculative funds experienced a net outflow of 355 million yuan [2] Individual Stock Capital Flow - Key stocks with significant capital flow included: - Guangqi Technology (002625) with a net inflow of 21.20 million yuan from institutional investors [3] - AVIC Shenyang Aircraft (600760) with a net inflow of 97.23 million yuan [3] - AVIC Power (600893) with a net inflow of 49.86 million yuan [3]

Group 1 - The "2025 High-end Talent Xi'an Tour" event was officially launched on September 22, aimed at attracting high-level talent to Xi'an, with over a hundred PhD candidates from various universities participating [1] - The event includes a series of activities such as company visits, precise matchmaking sessions, and online recruitment fairs to facilitate PhD employment [1] - Key enterprises in Xi'an shared insights on career development trends and expectations for PhD candidates to settle and grow in Xi'an [1] Group 2 - The "2025 Xi'an PhD Talent Precise Matchmaking Exchange Conference" on September 24 will utilize a three-in-one recruitment model combining on-site discussions, cloud interactions, and online matching [2] - The event will feature 42 key units from Xi'an, offering 850 job positions through roundtable discussions with attending PhD candidates [2] - From September 24 to 30, an online recruitment fair will be held, with 47 participating companies expected to release 1,094 job positions [2]

Group 1: Macro Strategy - The current economic situation indicates increasing pressure on stabilizing investment and consumption, suggesting that a new round of growth-stabilizing policies is imminent [26][27] - The expected GDP growth for the third quarter is between 4.7% and 4.9%, with a cumulative growth of approximately 5.1% for the first three quarters [26][27] - The policy direction includes utilizing debt limits, introducing new policy financial tools, and the likelihood of interest rate cuts to lower costs for homebuyers and businesses [26][27] Group 2: Stock and Bond Correlation - The correlation coefficient between stock and bond returns is projected to range from -0.216 to -0.229 from September to November 2025, indicating a continued upward trend compared to August 2025 [28][29] - The relationship between economic growth and inflation significantly influences stock and bond returns, with economic growth typically having an inverse effect on stock and bond yields [28][29] Group 3: Industry Insights - The Robotaxi industry is identified as a key investment theme for the next five years, with a focus on the revenue-generating capabilities of AI vehicles [19][20] - The copper market is experiencing a supply tightness due to maintenance in domestic smelting plants and disruptions in major mines, while demand is expected to increase as the holiday season approaches [21] - The aluminum market is seeing a slight increase in production capacity utilization, with expectations of price stability as demand rises during the peak season [21]

Core Points - The event showcased the achievements of the People's Air Force in modernization and historical legacy through various performances and exhibitions, with a larger scale and more engaging content compared to previous events [2][4] - The J-20 stealth fighter made its first static display, highlighting its advanced capabilities and integration with other military assets [5][6] - The event featured interactive experiences, allowing the public to engage with the Air Force and learn about its history and culture [8][9] Group 1: Event Overview - The 2025 Air Force Aviation Open Day and Changchun Air Show concluded with various flying and parachuting performances, featuring over a hundred types of active and retired military equipment [2][4] - The theme "Chasing Dreams in the Sky, Winning the Future" was emphasized through flight demonstrations, equipment displays, and interactive experiences [2][4] Group 2: Aircraft and Performances - Sixteen aircraft types participated in aerial displays, including tactical maneuvers by J-20 and J-16 fighters, showcasing their combat capabilities [3][4] - The Y-20A transport aircraft performed complex maneuvers, demonstrating the skills of its pilots and the aircraft's superior performance [3] Group 3: Static Displays and Exhibitions - The static display featured over a hundred types of active and retired military aircraft, with the J-20 being the highlight of the exhibition [5][6] - The event included a wide range of exhibitors, with over 200 companies showcasing advancements across the entire aviation industry [6] Group 4: Public Engagement and Education - Interactive zones were set up for simulated flying, drone control, and parachuting, allowing the public to experience Air Force operations firsthand [8] - The event aimed to inspire youth by sharing stories of pilots and astronauts, encouraging them to pursue careers in aviation [9]

证券日报网讯广联航空9月23日在互动平台回答投资者提问时表示，公司为子公司成都航新引入战略投 资者，所得资金部分已计入公司半年报，具体数据以公司正式对外披露的信息为准。 （文章来源：证券日报） ...

证券日报网讯广联航空（300900）9月23日在互动平台回答投资者提问时表示，公司始终紧跟国家战略 导向，积极融入国家战略性新兴产业布局，凭借深厚技术沉淀与先进产能布局，深度参与各型装备的研 发制造任务，参与制造的产品广泛应用于"海-陆-空-天"全领域。 ...