证券日报网讯 10月14日晚间，航材股份发布公告称，2025年半年度利润分配方案为每股现金红利 0.23045元（含税），股权登记日为2025年10月20日，除权（息）日为2025年10月21日。 （编辑 姚尧） ...

证券之星消息，10月14日航空装备板块较上一交易日下跌1.87%，佳驰科技领跌。当日上证指数报收于 3865.23，下跌0.62%。深证成指报收于12895.11，下跌2.54%。航空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) | | | --- | --- | --- | --- | --- | --- | --- | | 300424 | 航新科技 | 16.60 | 4.01% | 19.66万 | | 3.26亿 | | 600038 | 中直股份 | 37.65 | 3.55% | 26.74万 | | 10.00亿 | | 688287 | *ST观曲 | 4.95 | 2.48% | 3.23万 | | 1621.92万 | | 002297 | 博云新材 | 8.78 | 1.39% | P 33.12万 | | 2.90亿 | | 688122 | 西部超导 | 77.32 | 1.27% | 60.32万 | | 47.59亿 | | 300034 | 钢研高纳 | 16.71 | 0.60% | 19.58万 | | 3.28 ...

Summary of Conference Call Records Industry or Company Involved - The records primarily discuss the **A-share market** and various **industries** including **technology**, **pharmaceuticals**, **military**, **insurance**, and **consumer goods**. Core Points and Arguments Market Trends and Economic Outlook - The A-share market has seen a cumulative increase of over **20%** since late June, with main sectors performing even better, although there is a need to be cautious of profit-taking and potential risks [1][5] - The domestic capacity cycle is approaching a turning point, and combined with anti-involution policies, there is an expectation of upward profit elasticity from year-end to next year [1][5] - The overall funding environment remains positive, with a shift of household savings towards equity markets due to low deposit rates and low returns from real estate investments [5] Sector-Specific Insights - The **pan-technology sector** is entering an earnings disclosure period in October, facing pressure from price-performance ratios [3][4] - The **AI industry** is experiencing accelerated trends, benefiting certain segments despite a decline in the overseas computing supply chain's component performance [3][8] - The **pharmaceutical industry** is showing signs of recovery, particularly in innovative drugs and medical devices, with a **45%** year-on-year increase in global pharmaceutical investment in Q3 [9][10] - The **military and aerospace sectors** have shown significant improvement in data, with notable increases in revenue for key companies [9] - The **insurance sector** has seen a rebound in premium income and stable growth in property insurance, with investment returns performing well since September 2024 [10] Consumer Goods Recovery - The recovery in consumer goods is gradual, with improvements noted in essential and mass consumer products such as dairy, dining condiments, and beauty care [7] - The retail price of milk has turned positive year-on-year, indicating a stabilization in the consumer goods sector [7] Investment Recommendations - Suggested investment strategies include diversifying portfolios while focusing on sectors with strong performance potential such as **AI**, **semiconductors**, **upstream materials**, and **communication equipment** [5][11] - Caution is advised regarding the uncertainties stemming from US-China trade tensions, with recommendations to hold gold as a neutral option and consider low-beta dividend stocks for more cautious strategies [5] Other Important but Possibly Overlooked Content - The **TMT sector** has shown a slight decline in sentiment over the past three months, but strong demand persists in certain areas like communication equipment and data centers [3][8] - The **engineering machinery** and **building materials** sectors are showing signs of recovery, with notable increases in sales data during traditionally slow months [6] - The overall industry and non-financial industry sentiment indices have declined, but there are still strong upward trends in specific sectors like AI and resource materials [6]

证券日报网讯中航西飞10月13日在互动平台回答投资者提问时表示，公司高度重视市值管理工作，且细 化行动具体到操作层面：一是主业提质增效：聚焦军机、民机核心业务，通过强化成本管控与技术创新 提升盈利水平。二是沟通机制升级：在原有业绩说明会、调研的基础上，通过参加券商策略会、开 展"投资者走进上市公司"等专题活动，主动回应市场对民机产能、经营业绩等关切，减少信息差。三是 制度体系落地：将市值管理纳入公司AOS运营体系，确保措施得以有效执行。上市公司市值受多种因素 影响。公司将继续坚持高质量发展战略，积极向资本市场传递公司投资价值，增进投资者对公司的了解 和认同。 （文章来源：证券日报） ...

证券之星消息，10月13日航空装备板块较上一交易日上涨0.67%，航亚科技领涨。当日上证指数报收于 3889.5，下跌0.19%。深证成指报收于13231.47，下跌0.93%。航空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) | | --- | --- | --- | --- | --- | --- | | 000697 | *ST炼石 | 8.90 | -5.02% | 16.65万 | 1.48亿 | | 300395 | 菲利华 | 71.44 | -3.05% | 19.29万 | 13.80亿 | | 603261 | *ST立航 | 19.90 | -2.40% | 1.07万 | 2099.20万 | | 688237 | 超卓航科 | 54.09 | -1.24% | 1.55万 | 8334.93万 | | 688685 | 迈信林 | 62.37 | -0.73% | 3.76万 | 2.28亿 | | 600760 | 中航沈飞 | 70.75 | -0.62% | 35.23万 | 24.86亿 | | 301586 | 佳 ...

证券日报网讯海特高新（002023）10月13日在互动平台回答投资者提问时表示，公司在不同阶段有针对 性地组织较大范围投资机构集中线下现场调研等，传播企业核心竞争力和长期发展战略，提升公司在资 本市场的知名度与活跃度。 ...

证券日报网讯中航成飞10月13日在互动平台回答投资者提问时表示，截至2025年10月10日，公司股东总 数72365户。 （文章来源：证券日报） ...

饼 究 所 行业轮动ETF策略周报 (20250929-20251012) 20251013-周,模型推荐配置半导体、消费电子、电池等板块。未来一周,策略将新 . 增持有科创芯片ETF、消费电子ETF、科创新材料ETF、智能汽车ETF等产品:并继续持 有卫星ETF等产品。截至上周末,部分ETF及标的指数的交易择时信号给出日度或周度 风险提示。 数据来源:wind数据库,金融街证券研究所 * 择时信号为量价指标,等于1为看多信号:等于0为中性信号:等于-1为看空信号 证券研究报告·策略周报 证券分析师:张一 S0670524030001 010-83270999-97050 zhangyi@cnht.com.cn 2025年10月13日 证券分析师:李杜 S0670524040001 021-50800937 l idu@cnht. com. cn 策略说明: · 金融街证券研究所基于策略报告《行业轮动下的策略组合报告:基于行业风格延续和 切换视角下的定量分析》(20241007)和《股票型ETF市场概览与配置方法研究:以基 于行业轮动策略的ETF组合为例》(20241013),构建基于行业和主题ETF的策略组 ...

证券日报网讯航天彩虹10月13日在互动平台回答投资者提问时表示，CH-10A大型无人倾转旋翼机性能 优越，各项指标均有较大提升；相关机型系根据国内用户使用需求在研型号产品。 （文章来源：证券日报） ...

军工ETF（512660）跟踪的是中证军工指数（399967），该指数从沪深市场中选取涉及航空、航天、船 舶、兵器及军事电子等领域的上市公司证券作为指数样本，以反映中国军工行业上市公司证券的整体表 现。指数成分股呈现中小盘风格，主要聚焦于航空装备与军工电子行业。 （文章来源：每日经济新闻） 招商证券指出，国防军工行业在特朗普对华加征100%关税的背景下展现出强板块弹性。复盘4月关税冲 击时，军工板块当日跌幅超11%，但后续呈现强势回升。行业计划性强且需求与五年规划高度相关，二 十届四中全会将审议"十五五"规划，预计将明确无人化、智能化等新域新质装备发展方向。 ...