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华秦科技:华秦航发以航空航天零部件精密加工为基础,不断拓展企业客户及产品边界
Zheng Quan Ri Bao· 2026-01-09 13:40
证券日报网1月9日讯 ,华秦科技在接受调研者提问时表示,华秦航发以航空航天零部件精密加工为基 础,不断拓展企业客户及产品边界。其航空零部件智能加工与制造项目基本投产,并持续开展零部件工 序验证工作。华秦航发已掌握针对钛合金、高温合金等难加工材料的航空发动机、燃气轮机零部件加工 技术,其航空航天复杂零部件柔性加工技术研发进展顺利,已在多个方向上取得从原理验证到小批量试 制的阶段性成果,部分技术准备转入工程化应用阶段。汉正航材超细晶改性技术研发与产业化项目目前 已建设两条ACDR生产线,一条超细晶棒材产线,目前该三条产线正在开展产品试制与验证工作。汉正 航材研发生产的超细晶轴承已向国内大型新能源汽车生产配套厂商批量供货,标志着汉正航材超细晶轴 承正式切入新能源汽车轴承领域,并快速向其它高端轴承行业拓展,商用车改性高强长寿命轮毂等配件 已生产并交付验证;无取向超细晶管材在特种行业、能源、核电、海洋装备等领域开展试制验证工作; 汉正航材使用独有的ACDR旋轧技术研制出燃气轮机用大尺寸钛合金盘件目前正在开展试制验证工作。 (文章来源:证券日报) ...
利君股份:回应航空航天业务营收占比及产品应用情况
Xin Lang Cai Jing· 2026-01-09 09:00
投资者提问: 免责声明:本信息由新浪财经从公开信息中摘录,不构成任何投资建议;新浪财经不保证数据的准确 性,内容仅供参考。 董秘回答(利君股份SZ002651): 投资者您好,公司全资子公司德坤航空主营航空航天零部件制造业务,目前该公司生产经营一切正常, 公司经营情况、经营业绩等相关信息请关注公司披露的定期报告。感谢您的关注!查看更多董秘问答 >> 董秘您好,公司在商业航天领域起步较早,请问公司目前航空航天业务在总营收中占比是多少?公司的 产品有没有应用于长征系列火箭,朱雀系列火箭呢?谢谢回复。 ...
佳力奇:暂无传感器相关业务
Ge Long Hui· 2026-01-09 07:12
格隆汇1月9日丨佳力奇(301586.SZ)在互动平台表示,公司深耕于航空复材零部件的研发、生产、销售 及相关服务,先进复合材料产品可应用于航空、航天、航发、兵器、舰船、民用飞机、汽车、轨道交通 等领域。公司目前暂无传感器相关业务。 ...
佳力奇(301586.SZ):暂无传感器相关业务
Ge Long Hui· 2026-01-09 07:08
格隆汇1月9日丨佳力奇(301586.SZ)在互动平台表示,公司深耕于航空复材零部件的研发、生产、销售 及相关服务,先进复合材料产品可应用于航空、航天、航发、兵器、舰船、民用飞机、汽车、轨道交通 等领域。公司目前暂无传感器相关业务。 ...
产研融合启征程——安徽上市公司协会首期活动圆满落幕
Zheng Quan Ri Bao Wang· 2025-12-30 07:31
此外,参访团还赴侵华日军第七三一部队罪证陈列馆开展党建活动。通过参观历史文物、聆听史实讲 解,全体成员接受了深刻的爱国主义教育,进一步坚定了立足产业报国、以科技创新助力国家发展的信 念。 大家纷纷表示,要将这份精神力量转化为推动企业创新发展的动力,以实际行动践行企业社会责任。 校企携手激活科技转化活力 12月27日,活动进入核心环节——哈工大专场交流。作为国家"双一流""985工程""211工程"重点建设高 校,哈工大在先进制造、新材料、人工智能等领域拥有雄厚科研实力和顶尖研发团队。参访团先后参观 了该校国家级重点实验室,近距离观摩了前沿技术成果,直观感受了高校科研创新的硬核实力。 在随后的项目对接会上,哈工大重点推介了低成本霍尔电推进系统、国产集成电路EDA-TCAD软件平 台、眼科手术机器人等多个前沿科研项目,覆盖新能源、高端装备、生物医药等多个新兴产业领域。参 访企业代表结合自身发展需求,与哈工大科研团队展开"一对一"精准对接。 本报讯(记者徐一鸣)为深入贯彻国家创新驱动发展战略,搭建高校科研资源与企业产业需求的精准对接 桥梁,2025年12月25日至12月27日,由安徽证监局指导,安徽上市公司协会策划 ...
通达股份:成都航飞产品包括机体钛合金等数控加工件,钣金成型模具等
证券日报网讯 12月29日,通达股份在互动平台回答投资者提问时表示,公司全资子公司成都航飞主要 从事飞机结构零部件及大型关键结构件的高端精密加工制造与部组件装配服务,产品包括机体钛合金、 铝合金框、梁、肋、接头等数控加工件,钣金成型模具、复合材料成型模具,以及飞机部组件产品,覆 盖中航工业、中国商飞多款主要机型。公司高度重视每一个可以为股东创造价值的商业机会。 (编辑 任世碧) ...
先锋精科(688605.SH):目前与九天行歌开展合作
Ge Long Hui· 2025-12-29 08:20
格隆汇12月29日丨先锋精科(688605.SH)在互动平台表示,公司目前与九天行歌开展合作。公司具备大 型航空航天零部件的表面处理能力,目前正在积极拓展、洽谈商业航天领域的其他客户。 ...
“营商增值服务矩阵”赋能项目快速投产
Xin Lang Cai Jing· 2025-12-27 18:42
今年以来,沈北新区营商局立足服务提质增效,在投资项目"一站式"服务专区的基础上,升级打造项目 服务综合体——"沈北政好·项目会客厅",变"柜台式"审批为"同桌式"交流,形成以项目需求为圆心、以 集成服务为半径的全流程服务闭环,内设综合受理区、工作研讨区、"企业之家",并为每一个重点项目 配备一名"项目管家",提供全生命周期负责制的帮代办服务。 (来源:沈阳日报) 为进一步拓展项目服务的内涵和覆盖面,沈北新区营商局锚定项目实际需求,围绕"项目招商、手续审 批、施工建设、竣工验收、投产运营"5个阶段,在原有的政务审批服务基础上,梳理形成"营商增值服 务矩阵图",为企业提供"联合中介服务、政务服务进园区、政企连心桥、法律、金融"等17项增值服 务,进一步拓展服务业态和能级,推动"沈北政好·项目会客厅"超越审批本身,综合赋能项目全生命周 期,改革成果在全省推广。 转自:沈阳日报 本报讯(沈阳日报、沈报全媒体记者李莉)近日,占地约1.92万平方米、建筑面积约1.44万平方米,建 设涵盖办公楼、研发中心、生产车间的新阳航空航天零部件项目办结竣工验收备案,在沈北新区正式投 产运营。 自今年3月该项目办理施工许可证开始施工建 ...
HEICO (HEI) - 2025 Q4 - Earnings Call Transcript
2025-12-19 15:00
Financial Data and Key Metrics Changes - Consolidated net income increased 35% to a record $188.3 million, or $1.33 per diluted share in Q4 2025, up from $139.7 million, or $0.99 per diluted share in Q4 2024 [7] - Consolidated operating income and net sales improved by 28% and 19% respectively compared to Q4 2024 [8] - Consolidated EBITDA increased 26% to $331.4 million in Q4 2025, up from $264 million in Q4 2024 [9] - Cash flow from operating activities increased 44% to $295.3 million in Q4 2025, up from $205.6 million in Q4 2024 [9] Business Line Data and Key Metrics Changes - Flight Support Group's net sales increased 21% to a record $834.4 million in Q4 2025, up from $691.8 million in Q4 2024, driven by 16% organic growth and acquisitions [13] - Flight Support Group's operating income increased 30% to a record $201 million in Q4 2025, up from $154.5 million in Q4 2024 [15] - Electronic Technologies Group's net sales increased 14% to a record $384.8 million in Q4 2025, up from $336.2 million in Q4 2024 [17] - Electronic Technologies Group's operating income increased 10% to a record $89.6 million in Q4 2025, up from $81.8 million in Q4 2024 [18] Market Data and Key Metrics Changes - The flight support group's defense business is experiencing significant growth due to increased demand from the U.S. administration and foreign allies [14] - The missile defense manufacturing business is also seeing substantial growth, supported by a strong backlog of orders [15] Company Strategy and Development Direction - The company plans to pursue selective acquisition opportunities that complement growth and maintain financial resilience [20] - The focus remains on identifying high-quality businesses that can generate durable long-term value for shareholders [21] - The company emphasizes cash generation and has a decentralized operating structure to enhance margins while delivering high-quality products [17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's future, citing strong demand across all product lines and successful integration of acquisitions [7][10] - The company anticipates net sales growth across both the flight support group and electronic technologies group in Fiscal 2026 [20] - Management highlighted the importance of the defense sector and the company's ability to provide cost-effective solutions [15] Other Important Information - The board declared a semiannual cash dividend of $0.12 per share, marking the 95th consecutive dividend [9] - The company completed five acquisitions in Fiscal 2025, enhancing sales, earnings, and cash flow [10] Q&A Session Summary Question: Growth drivers for Flight Support Group - Management noted that organic growth has been strong, driven by a rising tide in the industry and the value proposition offered to customers [26][30] Question: Outlook for M&A activity - Management indicated a strong pipeline of acquisition opportunities and a commitment to being discerning in their acquisition strategy [36][37] Question: FSG margins outlook - Management expects FSG margins to remain between 23.5% and 24.5%, with potential for continued improvement [51][54] Question: Aftermarket fundamentals for airlines - Management believes that demand for older aircraft will remain strong, providing opportunities for aftermarket parts [56] Question: Long-term growth targets - Management reiterated a focus on achieving 15%-20% net income growth over the long term, emphasizing a strong track record of performance [74][80]
超卓航科控制权或变更 持续停牌
Chang Jiang Shang Bao· 2025-11-27 00:07
Core Viewpoint - Chaozhuo Aerospace (688237.SH) is undergoing significant changes in control, leading to stock suspension and potential impacts on its operations and market position [1][2]. Group 1: Company Announcements - Chaozhuo Aerospace announced a stock suspension starting November 24, 2025, due to major matters involving its controlling shareholders that may lead to a change in control [1][2]. - The company expects to continue the stock suspension beyond November 26, 2025, for no more than three trading days as the significant matter is still in progress [1][2]. Group 2: Financial Performance - For the first three quarters of 2025, Chaozhuo Aerospace reported revenue of 271 million yuan, a slight increase of 0.74% year-on-year, and a net profit attributable to shareholders of 11.14 million yuan [2]. - The company's profit contribution from aerospace parts and consumables manufacturing was limited due to aircraft maintenance cycles and the nascent stage of new business [2]. Group 3: Technological and Market Position - Chaozhuo Aerospace is recognized as one of the few companies in China that has mastered and industrialized cold spray solid additive manufacturing technology for aircraft maintenance and remanufacturing [3]. - The company is the sole supplier for cold spray repair of fatigue cracks in landing gear beams for various aircraft models at A and B base-level maintenance facilities [3]. - The technology has also been applied in the new energy vehicle sector, and the company is expanding its research into applications in power, quartz glass, photovoltaics, and semiconductors [3].