格隆汇8月21日丨航天电器(002025.SZ)公布半年度报告，报告期由于受部分产品价格下降、客户产品验 收周期延长导致公司防务产业收入确认未达预期、主要产品生产所需贵重金属材料供货价格上涨带来制 造成本上升、2021年度定向增发募投项目转固后折旧费用增长等因素影响，2025年1-6月公司实现营业 总收入29.35亿元，较上年同期增长0.47%；实现利润总额1.08亿元，较上年同期下降77.59%；实现归属 于母公司股东的净利润0.87亿元，较上年同期下降77.49%。 ...

中天火箭8月21日晚间披露半年报，公司上半年实现营业收入3.01亿元，同比下降32.86%；归属于上市 公司股东的净利润394.46万元，同比下降80.74%；基本每股收益0.0254元。2025年半年度利润分配方案 同日发布，拟向全体股东每10股派发现金红利0.19元（含税），共计派发现金295.25万元（含税），不 送红股，不以公积金转增股本，剩余未分配利润结转以后年度。 ...

证券代码：002025 证券简称：航天电器 公告编号：2025-56 贵州航天电器股份有限公司 第八届监事会第九次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 贵州航天电器股份有限公司（以下简称"公司"）第八届监事会第九次会议 通知于 2025 年 8 月 10 日以书面、电子邮件方式发出，2025 年 8 月 20 日上午 持,会议应出席监事 3 人，亲自出席监事 3 人，本次会议召集、召开程序符合《公 司法》、《公司章程》的规定。本次会议审议通过以下议案： 一、以 3 票同意、0 票反对、0 票弃权的表决结果审议通过公司《2025 年半 年度报告及 2025 年半年度报告摘要》 全体监事认为：董事会编制和审核贵州航天电器股份有限公司 2025 年半年 度报告的程序符合法律、行政法规和中国证监会的规定，报告内容真实、准确、 完整地反映了公司的实际情况，不存在虚假记载、误导性陈述或者重大遗漏。 二、以 3 票同意、0 票反对、0 票弃权的表决结果审议通过公司《关于计提 全体监事认为：公司本次计提资产减值准备履行了董事会审议程序，符合《企 业会计 ...

Core Viewpoint - The company reported a slight increase in revenue but a significant decline in net profit for the first half of the year [1] Financial Performance - The company achieved operating revenue of 2.935 billion yuan, representing a year-on-year growth of 0.47% [1] - The net profit attributable to shareholders was 86.6952 million yuan, a decrease of 77.49% compared to 385 million yuan in the same period last year [1] - The basic earnings per share were 0.19 yuan [1]

航天电器公告，2025年上半年营业收入29.35亿元，同比增长0.47%。净利润8669.52万元，同比下降 77.49%。2025年，公司持续加大新域新质装备、战略新兴产业投入和市场拓展力度，上半年公司在防 务领域、新能源、数据通信等领域订货同比实现大幅增长，并圆满完成各项国家重大工程和重大专项配 套产品研制生产任务。 ...

从资金流向上来看，当日航天装备板块主力资金净流出2.49亿元，游资资金净流入1.27亿元，散户资金净 流入1.22亿元。航天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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601698 中国卫通 | | = 1.01亿 | 5.80% | -2458.04万 | -1.41% | -7653.93万 | -4.39% | | 688282 理工导航 | | 103.69万 | 3.27% | 97.15万 | 3.07% | -200.84万 | -6.34% | | 688523 航天环宇 | | -422.29万 | -3.04% | 757.55万 | 5.46% | -335.25万 | -2.42% | | 002829 星网宇达 | | -1311.98万 | -4.25% | 3389.97万 | 10.97% | -2077.99万 | -6.73% | | 6001 ...

Investment Rating - The report maintains a strong buy recommendation for several key companies in the military industry, including 中航西飞, 中航光电, 航天彩虹, 中科海讯, and 中航沈飞, among others [8]. Core Insights - The military industry has entered a phase of intensive commercial space launches, with significant advancements in satellite manufacturing and rocket launches [20][21]. - The ground equipment sub-industry has shown strong performance, with a year-to-date increase of 97.5%, driven by increased orders and mergers [14][12]. - The upcoming military parade on September 3 will highlight underwater combat capabilities, showcasing new technologies and equipment [25][26]. Summary by Sections Market Review - The SW National Defense and Military Index decreased by 0.15% this week, underperforming the CSI 300 Index by 2.22 percentage points. However, it has increased by 21.74% year-to-date, outperforming the CSI 300 Index by 14.94 percentage points [12][18]. - The ground equipment sub-industry led the military sectors with a weekly increase of 2.27% [14]. Key Events Recap - The commercial space sector is experiencing a surge in satellite launches, with three successful launches in August alone. Notable advancements include the successful deployment of multiple satellite constellations [20][21]. - The report highlights the increasing capabilities in satellite manufacturing and the launch of new commercial rockets, with a total of 39 launches by private companies from 2021 to mid-2025 [20]. Catalysts Outlook - The military parade scheduled for September 3 will feature new combat capabilities, particularly in underwater operations, reflecting advancements in military technology [25][26]. - The report emphasizes the importance of domestic and military trade demand, which is expected to enhance pricing power and profitability for leading companies in the sector [25].

证券之星消息，8月20日航天装备板块较上一交易日上涨2.27%，中天火箭领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。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 | 59.76 | 9.99% | 12.17万 | 6.96 | | 300722 | 新余国科 | 39.87 | 4.29% | 22.31万 | 8.82 Z | | 600879 | 航天电子 | 11.14 | 2.11% | 151.63万 | 16.84亿 | | 600118 | 中国卫星 | 29.75 | 1.74% | - 30.99万 | 9.22亿 | | 601698 | 中国 通 | 20.81 | 1.66% | 52.69万 | 10.93 亿 | | 688282 | 理工导航 | 49.13 | 1.40% | 4027.12 | 1968.69万 | | 688523 | 航 ...

Core Viewpoint - Zhongtian Rocket (003009.SZ) has indicated that its products, specifically the ablation-resistant components, are utilized in commercial aerospace applications [1] Company Summary - Zhongtian Rocket's products are designed for the commercial aerospace sector, highlighting the company's involvement in this growing industry [1]

航天科技8月19日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 2948.20 | 2110.81 | | 买二 | 深股通专用 | 2852.02 | 19368.30 | | 买三 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 2630.88 | 2561.60 | | 买四 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 2371.52 | 2102.83 | | 买五 | 国信证券股份有限公司浙江互联网分公司 | 2346.96 | 2006.42 | | 卖一 | 深股通专用 | 2852.02 | 19368.30 | | 卖二 | 机构专用 | 0.00 | 6668.43 | | 卖三 | 中国国际金融股份有限公司上海分公司 | 56.02 | 3623.52 | | --- | --- | --- | --- | | 卖四 | 机构专用 | 0.38 | 3179.69 | ...