2月3日，航天电子涨5.01%，截至发稿，报26.85元/股，成交59.17亿元，换手率6.88%，总市值885.86亿 元。 资料显示，航天时代电子技术股份有限公司位于北京市海淀区丰滢东路1号，成立日期1990年7月18日， 上市日期1995年11月15日，公司主营业务涉及主要从事测控通信、机电组件、集成电路、惯性导航以及 其他航天技术应用产品的研发、生产和销售。航天精密惯性仪表专业制造、液浮惯性器件制造、光纤陀 螺及光纤传感系统制造、电线电缆产品制造、位置姿态测量系统解决方案服务。主营业务收入构成为： 军品99.34%，民品0.39%，其他(补充)0.27%。 从基金十大重仓股角度 数据显示，融通基金旗下1只基金重仓航天电子。融通中证诚通央企科技创新ETF（159335）四季度持 有股数43.7万股，占基金净值比例为3.84%，位居第八大重仓股。根据测算，今日浮盈赚取约55.94万 元。 融通中证诚通央企科技创新ETF（159335）成立日期2024年8月22日，最新规模2.42亿。今年以来收益 6.49%，同类排名1132/5562；近一年收益28.95%，同类排名2287/4285；成立以来收益46. ...

Group 1 - Aerospace Electronic experienced a stock increase of 5.31%, reaching a price of 28.36 yuan per share, with a trading volume of 2.995 billion yuan and a turnover rate of 3.28%, resulting in a total market capitalization of 93.568 billion yuan [1] - Aerospace Electronic Technology Co., Ltd. specializes in the research, production, and sales of aerospace technology application products, including measurement and control communication, electromechanical components, integrated circuits, inertial navigation, and other related products [1] - The company's revenue composition is heavily weighted towards military products, accounting for 99.34%, while civilian products contribute only 0.39%, and other sources add 0.27% [1] Group 2 - The CITIC Prudential fund holds a significant position in Aerospace Electronic, with the CITIC Prudential CSI 500 Index (LOF) A (165511) owning 86,300 shares, representing 0.57% of the fund's net value, making it the fifth-largest holding [2] - The fund has achieved a year-to-date return of 10.99%, ranking 940 out of 5,542 in its category, and a one-year return of 45.44%, ranking 1,537 out of 4,256 [2] - Since its inception on January 1, 2021, the fund has generated a total return of 194.99% [2] Group 3 - The fund manager, Han Yiling, has been in position for 7 years and 290 days, with a total asset scale of 813 million yuan and a best return of 116.67% during his tenure [3] - Co-manager Huang Zhi has been in position for 7 years and 184 days, managing assets totaling 4.418 billion yuan, with a best return of 146.63% during his tenure [3]

Group 1 - Aerospace Electronic Technology Co., Ltd. experienced a stock price increase of 5.44%, reaching 27.50 CNY per share, with a trading volume of 1.022 billion CNY and a turnover rate of 1.13%, resulting in a total market capitalization of 90.731 billion CNY [1] - The company, established on July 18, 1990, and listed on November 15, 1995, specializes in the research, production, and sales of aerospace technology application products, including measurement and control communication, electromechanical components, integrated circuits, and inertial navigation systems [1] - The revenue composition of the company is heavily weighted towards military products, accounting for 99.34%, while civilian products contribute only 0.39%, and other sources add 0.27% [1] Group 2 - Zhongyou Fund has a significant holding in Aerospace Electronic, with its fund "Zhongyou Military-Civil Integration Flexible Allocation Mixed A" (004139) owning 2.5% of its net value in 2.3 million shares, ranking it as the sixth largest holding [2] - The fund has achieved a year-to-date return of 7.39%, ranking 665 out of 8,827 in its category, and a one-year return of 73.68%, ranking 618 out of 8,084 [2] - Since its inception on April 1, 2017, the fund has delivered a total return of 149.7% [2]

Core Viewpoint - The company has issued a risk warning regarding its investment in 21st Century Space Technology Application Co., Ltd., indicating that it holds 1,891 million shares, representing 8.61% of the total equity, and is the fourth largest shareholder. The company anticipates losses for 2024 and the first three quarters of 2025, but these losses will not significantly impact its operational earnings [1]. Group 1 - The company has invested a total of 274.03 million yuan in 21st Century Space, holding 1,891 million shares [1]. - The company's stake in 21st Century Space accounts for 8.61% of the total equity, making it the fourth largest shareholder [1]. - 21st Century Space is projected to incur losses in 2024 and the first three quarters of 2025 [1]. Group 2 - As of the announcement date, the company does not have any unrecognized income that needs to be confirmed [1]. - The anticipated losses from 21st Century Space will not have a significant impact on the company's operational earnings [1].

Group 1 - The core viewpoint of the news is that Aerospace Electronic has seen a significant increase in stock price, rising 5.15% to 22.87 yuan per share, with a total market capitalization of 754.55 billion yuan and a cumulative increase of 12.81% over three days [1] - Aerospace Electronic, established on July 18, 1990, and listed on November 15, 1995, specializes in the research, production, and sales of aerospace technology application products, including measurement and control communication, electromechanical components, integrated circuits, and inertial navigation [1] - The company's revenue composition is heavily weighted towards military products, accounting for 99.34%, while civilian products contribute only 0.39%, and other sources add 0.27% [1] Group 2 - Among the top ten circulating shareholders of Aerospace Electronic, a fund under Southern Fund has reduced its holdings in the Southern CSI 500 ETF by 749,400 shares, now holding 38.41 million shares, which represents 1.16% of the circulating shares [2] - The Southern CSI 500 ETF has achieved a year-to-date return of 2.5% and a one-year return of 43.41%, ranking 1861 out of 5488 and 1442 out of 4193 respectively [2] - The fund manager of Southern CSI 500 ETF, Luo Wenjie, has a total asset scale of 1702.51 billion yuan, with the best fund return during his tenure being 156.65% [3]

Core Viewpoint - Aerospace Electronics has seen a stock price increase of 5.32%, reaching 19.60 CNY per share, with a trading volume of 13.005 billion CNY and a turnover rate of 21.02%, resulting in a total market capitalization of 64.666 billion CNY [1] Company Overview - Aerospace Times Electronics Technology Co., Ltd. is located at No. 1, Fengying East Road, Haidian District, Beijing, established on July 18, 1990, and listed on November 15, 1995 [1] - The company primarily engages in the research, development, production, and sales of measurement and control communication, electromechanical components, integrated circuits, inertial navigation, and other aerospace technology application products [1] - The revenue composition of the main business includes military products at 99.34%, civilian products at 0.39%, and other (supplementary) at 0.27% [1] Fund Holdings - According to data, one fund under Wanjia Fund has a significant holding in Aerospace Electronics. The Wanjia National Securities Aerospace and Aviation Industry ETF (159208) increased its holdings by 701,300 shares in the third quarter, totaling 899,100 shares, which accounts for 4.18% of the fund's net value, ranking as the fifth-largest holding [2] - The Wanjia National Securities Aerospace and Aviation Industry ETF (159208) was established on April 28, 2025, with a current scale of 251 million CNY and has achieved a return of 32.5% since inception [2] - The fund manager, He Fangzhou, has been in position for 1 year and 256 days, managing total assets of 9.264 billion CNY, with the best fund return during the tenure being 84.58% and the worst being -6.76% [2]

Core Viewpoint - Aerospace Intelligence is focused on the application of aerospace technology in civilian industries, driven by innovation and development [1] Group 1: Company Overview - The controlling shareholder of Aerospace Intelligence is the Aerospace Seventh Academy, which is part of the Aerospace Science and Technology Corporation [1] - The company has developed a "three-in-one" technical capability consisting of special energy, precision machinery, and intelligent control, leveraging aerospace pyrotechnic technology [1] Group 2: Product Development - Aerospace Intelligence has created a full range of products for perforation and completion [1] - The aerospace molding division has evolved from the Chengdu Plastics Branch and the Chengdu Aerospace Mould Center, applying aerospace mold technology in civilian products [1]