905 基地的投产作为公司推进多基地协同布局的重要组 成部分，预计在明年1月中旬前投产。公司近期已加快905基地 一期的投产准备工作，目前基建完成90%，机电安装60%，第一 批投产的设备调试70%，顺德基地已完成905基地一期投产人员 报名选拔工作，正在加强技能培训工作。 2、公司主营业务目前的需求和订单情况？ 证券代码：002625 证券简称：光启技术 光启技术股份有限公司投资者关系活动记录表 编号：2025-009 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | ☑ | 现场参观 | | | 其他: | | 参与单位名称 | 永安保险、中信证券、浙商证券、金元证券等 68 位机构及个 | | | 人投资者。 | | 时间 2025 | 年 11 月 22 日 14：00-17：30 | | 地点 709 | 基地 | | 上市公司接待人 | 董事长：刘若鹏博士 | | 员姓名 | 董事会秘书：周建林先生 | | | 公司董事长刘若鹏博士向各位来宾介绍了中美航空航天 | | | 实 ...

航空航天ETF（159227） 紧密跟踪国证航天指数，深度聚焦军工空天核心领域。该指数高度集 中，申万一级军工行业占比高达98.2%，堪称全市场"军工纯度"最高的指数；其成分股中，航空航天装 备权重占比达68%，显著超越中证军工与中证国防指数。可通过该指数一键布局航空航天领域，收获政 策加持与技术驱动的双重利好。 每日经济新闻 （责任编辑：董萍萍 ） 11月21日早盘，军工板块震荡调整，盘中触底回升，截至10:45，航空航天 ETF（159227）跌幅收 窄至1.52%，作为全市场规模最大的航空航天类ETF，成交额达1.19亿元，稳居同类第一。持仓股中， 长城军工、亚光科技、天和防务、建设工业、中国海防、内蒙一机等涨幅居前。 近日，多家航空航天领域的头部公司启动IPO辅导，资本持续涌入。今年四季度以来，商业航天领 域投融资维持高热度，天兵科技、无限宇航、星际光遥等企业获融资进展，涉及火箭研发制造、卫星制 造、载荷设备等多个细分领域。而在此之前，蓝箭航天、中科宇航、天兵科技、星河动力等头部企业相 继启动上市辅导。资本市场正助力行业完成从技术到产业的飞跃。 中信建投认为，中国军工产业已形成结构性转变：从过去的单一 ...

神舟二十号任务的圆满成功，是新时代军民融合发展的生动实践。观典防务以科技赋能航空航天，以实 际行动诠释了"科技强军"的使命担当。董事长高迎轩在任务成功后表示："我们将继续深耕高端装备研 发与关键技术攻关，致力于打造空天经济新引擎，为我国航空航天事业与国防现代化建设贡献更多'观 典力量'。"这一展望既体现了企业的前瞻布局，也彰显了新时代民营企业服务"十五五"国家战略的坚定 决心。(燕云) 11月14日，神舟二十号载人飞船返回舱在东风着陆场成功着陆，航天员平安出舱，任务取得圆满成功。 观典防务(688287)凭借其卓越的无人机技术保障与丰富的应急搜救经验，再次为航天员安全返回提供了 坚实支撑，延续了与中国人民解放军某部队在神舟任务中的紧密协作。 据介绍，自神舟二十号任务启动以来，观典防务高度重视保障工作，组建了以技术骨干为核心的专业团 队，针对返回阶段的复杂环境与高精度要求，制定了全方位保障方案。任务中，公司研发的"复杂环境 下智能应急保障巡航监测系统"充分发挥效能，实现全域态势感知与实时数据回传，为搜救指挥决策提 供了关键依据。同时，团队通过"一机一策"保障机制，确保了无人机在极端气候及复杂地形下的稳定运 行， ...

证券日报网讯中航重机（600765）11月12日在互动平台回答投资者提问时表示，公司坚持在巩固国内市 场的同时，通过国际转包合作及民机供应链准入，逐步提升国际化水平，未来将深化全球合作。 ...

Core Viewpoint - Maxinlin announced the completion of its initial public offering fundraising projects and plans to transfer all remaining funds to its general account for permanent working capital replenishment [2] Group 1 - The company has completed all fundraising projects related to its initial public offering [2] - The remaining funds from the fundraising account will be transferred to the company's general account [2] - Following the transfer of the remaining funds, the company will proceed to close the fundraising account and terminate the related three-party supervision agreement with the sponsor and the commercial bank [2]

Group 1 - The core point of the article highlights the performance of Aerospace Universe, which saw a stock price increase of 5.24% to 26.92 CNY per share, with a trading volume of 228 million CNY and a turnover rate of 9.32%, resulting in a total market capitalization of 10.953 billion CNY [1] - Aerospace Universe, established on March 10, 2000, and listed on June 2, 2023, specializes in the development, maintenance, and service of metal and composite material component forming process equipment, assembly frames, automated production lines for composite parts, and non-standard equipment [1] - The company's main business revenue composition includes aerospace and communication products at 46.62%, aviation products at 27.72%, aerospace process equipment at 25.60%, and other supplementary products at 0.06% [1] Group 2 - From the perspective of fund holdings, one fund under Guolian Fund has a significant position in Aerospace Universe, with Guolian Smart Selection Pioneer Stock A (020748) holding 50,000 shares, accounting for 0.44% of the fund's net value, ranking as the sixth-largest holding [2] - The fund has achieved a year-to-date return of 37.11%, ranking 1268 out of 4216 in its category, and a one-year return of 33.55%, ranking 694 out of 3937 [2] - The fund manager, Wang Zhe, has a tenure of 6 years and 364 days, with a total asset scale of 2.519 billion CNY, achieving a best fund return of 106.32% during his tenure [3]

航天彩虹公告，公司拟以不低于4.08亿元为底价，通过上海联合产权交易所公开挂牌方式出售位于浙江 省台州市椒江区新坦路218 号的南洋科技新材料产业园三宗土地及地上建筑物产权。本次转让共涉及三 宗土地，占地面积合计153.75亩；地上建筑物总建筑面积10.39万平方米。公司于2025年11月7日召开董 事会，审议通过相关议案。交易尚待履行国资评估备案等程序，不构成重大资产重组事项。 ...

A-share Market - The A-share market successfully broke through the 4000-point mark on October 28, 2025, marking a significant milestone not seen in nearly a decade [1] - The total number of A-share listed companies reached 5,444, with a total market capitalization exceeding 118 trillion yuan, indicating a structural shift in market capitalization from traditional sectors to new economy sectors like AI, semiconductors, and biomedicine [2] - The technology sector is identified as the core driver of A-share growth, with its market capitalization approaching 50%, and the electronic industry surpassing the banking sector to become the largest weight in A-shares [2] Investment Opportunities - The semiconductor sector is highlighted as a "potential stock" with valuation advantages, driven by technological breakthroughs and increased investment in domestic alternatives [3] - The humanoid robot industry is experiencing a resurgence, with significant advancements and commercial applications expected to drive growth [5] - The aerospace industry is positioned for growth under the "14th Five-Year Plan," with increased government support and a focus on strategic emerging industries [6] Gold Market - The international gold price experienced a correction, dropping below the psychological support level of 4000 USD/oz after nearing historical highs [7] - Despite recent fluctuations, gold remains one of the best-performing assets of the year, with significant gains in gold ETFs [8] - The long-term upward trend for gold is supported by macroeconomic factors such as the Federal Reserve's interest rate cuts and ongoing inflation concerns, suggesting that gold may continue to challenge traditional assets like U.S. Treasury bonds [9]

Core Viewpoint - Guanglian Aviation's plan for a specific stock issuance has expired, as the resolution's validity period has lapsed without execution [1] Group 1: Stock Issuance Plan - Guanglian Aviation announced a plan to issue shares to specific investors, which was approved in meetings held on October 11 and October 30, 2024 [1] - The validity period for the stock issuance resolution was set for twelve months from the date of approval, but it has now expired [1] - The issuance was intended for up to 35 qualified investors, including various financial institutions and qualified foreign investors, with a maximum fundraising amount of RMB 113.4 million [2][3] Group 2: Financial Details - The shares to be issued are domestic A-shares with a par value of RMB 1.00, and the issuance price would be no less than 80% of the average trading price over the previous 20 trading days [2] - The total number of shares to be issued would not exceed 30% of the company's total share capital prior to the issuance, amounting to a maximum of 88,989,870 shares [2] - The funds raised were planned to be allocated to projects including the Shanghai Civil Aviation Production Base and the Shanghai R&D Center, as well as to supplement working capital [3] Group 3: Shareholder Structure - As of September 30, 2024, the controlling shareholder, Wang Zengduo, held 31.10% of the company's shares, and the issuance would not change the control structure of the company [4] - If the maximum number of shares were issued without Wang Zengduo's participation, his ownership would decrease to approximately 23.92% [4] Group 4: Previous Fundraising Activities - Since its listing on October 29, 2020, Guanglian Aviation has raised a total of RMB 1.639 billion through various fundraising activities [5][6] - The company previously issued 7 million convertible bonds in March 2023, raising RMB 700 million, with a net amount of RMB 692.05 million after expenses [4]

Core Insights - The company reported a third-quarter revenue of 93.1362 million yuan, representing a year-on-year increase of 87.36% [1] - The net profit for the third quarter was 14.6778 million yuan [1] - For the first three quarters, the total revenue reached 129 million yuan, showing a year-on-year growth of 104.80% [1] - The net profit for the first three quarters was a loss of 2.1366 million yuan [1]