| 主要会计数据 | 2024年 | 2023年 | 本期比上年同期 增减(%) | | --- | --- | --- | --- | | 营业收入 | 2,640,233,766.81 | 1,798,989,438.91 | 46.76 | | 归属于上市公司股 | 100,545,509.98 | -75.476.960.79 | 不适用 | | 东的净利润 | | | | | 归属于上市公司股 东的扣除非经常性 | 115,389,121.00 | -71.902.339.69 | 不适用 | | 损益的净利润 | | | | | 经营活动产生的现 金流量净额 | 11.868.758.45 | 514.557.874.92 | -97.69 | | | 2024年末 | 2023年末 | 本期末比上年同 | | | | | 期末增减(%) | | 归属于上市公司股 | 3,222,943,907.63 | 3.210.935.593.88 | 0.37 | | 东的净资产 | | | | 博迈科于2016年11月22日在上海证券交易所上市，本次A股公开发行58,700,000股，发行价格为20.8 ...

Group 1: Military and Aerospace Industry Overview - The military informationization is a core support for modern military power development, aiming to enhance combat efficiency and battlefield awareness through information technology [3] - The "14th Five-Year Plan" emphasizes the development of intelligent and informationized weapon systems, with military equipment demand expected to exceed 250 billion yuan by 2025 [3] - The commercial aerospace sector is recognized as a key component of national strategic emerging industries, with a focus on promoting its healthy development as part of building a strong aerospace nation [4] Group 2: Key Players and Market Dynamics - China Shipbuilding Group, formed by the merger of CSIC and CSSC, is the largest shipbuilding group globally, benefiting from the growing demand in the marine economy [2] - Major suppliers in the military informationization sector include Rockwell Collins, Lockheed Martin, and Northrop Grumman globally, while domestic players include China Electronics Technology Group and Aviation Industry Corporation of China [3] - The A-share aerospace and military sector saw significant growth, with a 7.2% increase in national defense budget reaching 1.66 trillion yuan in 2025, marking a golden period for the industry [9] Group 3: Technological Innovations and Trends - The commercial aerospace industry is integrating satellite communication, navigation, and remote sensing technologies into various sectors, driving the rapid development of emerging industries like low-altitude economy and tourism [4] - Companies like SpaceX are leading technological innovations in the global commercial aerospace wave, while Chinese aerospace firms are exploring new development models [4] - The shift from traditional single-satellite development to batch production and low-cost manufacturing in satellite production is crucial for enhancing market competitiveness [4] Group 4: Investment Opportunities - Companies such as AVIC Shenyang Aircraft Corporation and Aerospace Technology are expected to benefit from the concentration of military equipment orders and international trade in high-end equipment [9] - Focus on companies with leading advantages in technology breakthroughs and industrial revolutions, such as AVIC High-Tech in carbon fiber and Guangqi Technology in metamaterials [10] - The integration of military and civilian technologies is creating a dynamic balance between national security and economic development, with significant implications for investment strategies [5][8]