资料显示，成都西菱动力科技股份有限公司位于四川省成都市青羊区腾飞大道298号，成立日期1999年9 月30日，上市日期2018年1月16日，公司主营业务涉及从事发动机零部件的研发、设计、制造和销售。 主营业务收入构成为：发动机零部件89.44%，航空零部件8.53%，其他(补充)2.03%。 从西菱动力十大流通股东角度 数据显示，诺安基金旗下1只基金位居西菱动力十大流通股东。诺安和鑫混合A（002560）三季度新进 十大流通股东，持有股数299.98万股，占流通股的比例为1.33%。根据测算，今日浮盈赚取约290.98万 元。 诺安和鑫混合A（002560）成立日期2016年4月28日，最新规模21.74亿。今年以来收益5.49%，同类排 名1320/8827；近一年收益52.95%，同类排名1688/8084；成立以来收益133.85%。 诺安和鑫混合A（002560）基金经理为陈衍鹏。 1月9日，西菱动力涨5.12%，截至发稿，报19.91元/股，成交3.26亿元，换手率7.46%，总市值60.86亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个 ...

人民财讯1月7日电，超捷股份（301005）近日在策略会上披露现阶段公司商业航天业务的产能建设情 况：公司在2024年上半年完成铆接产线建设，产能为年产10发，可提供壳段、整流罩、发动机零部件等 产品。后续根据订单情况可以随时增加产能，建设周期在4个月左右。 ...

（文章来源：证券日报） 证券日报网1月6日讯 ，超捷股份在接受调研者提问时表示，公司在2024年上半年完成铆接产线建设， 产能为年产10发，可提供壳段、整流罩、发动机零部件等产品。后续根据订单情况可以随时增加产能， 建设周期在4个月左右。 ...

12月26日，A股三大指数早盘冲高回落，午后震荡回升。截至收盘，上证指数涨0.1%，深证成指涨 0.54%，创业板指涨0.14%。 盘面上，海南自贸概念、免税概念、旅游等板块涨幅居前，造纸、光刻机、液冷服务器等板块跌幅居 前。商业航天概念持续活跃，中国卫星、航天发展、上海港湾等涨停。有色金属板块走强，江西铜业等 涨停。锂电池概念走强，海科新源、天际股份等多股涨停。 中国卫星3连板创新高 午后，商业航天概念人气股中国卫星（600118）封涨停，走出3连板，总市值逼近1000亿，成交额逼近 130亿元。 神剑股份7连板。12月26日，神剑股份在投资者互动平台表示，公司3D打印技术主要应用于航空零部件 产品，目前未涉及火箭发动机领域。 近期，商业航天概念持续活跃，多家A股公司回应相关业务进展。航天智造接受机构调研时表示，公司 实际控制人航天科技集团已围绕商业航天等战略新兴产业开展战略研究与规划布局。 华伍股份表示，目前正积极推进相关战略布局与业务洽谈，重点围绕航天火箭箭体结构件、发动机零部 件等产品领域，依托现有航空技术优势与产能基础，实现业务的协同拓展。 机构研报指出，2025年商业航天产业加速落地，GW与千帆星 ...

西菱动力所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：高送转、基金重 仓、成飞概念、高温合金、汽车零部件等。 截至12月10日，西菱动力股东户数2.16万，较上期增加1.17%；人均流通股10438股，较上期减少 1.15%。2025年1月-9月，西菱动力实现营业收入13.53亿元，同比增长14.74%；归母净利润7576.37万 元，同比增长103.94%。 分红方面，西菱动力A股上市后累计派现9417.18万元。近三年，累计派现3417.18万元。 今年以来西菱动力已经2次登上龙虎榜，最近一次登上龙虎榜为8月4日。 资料显示，成都西菱动力科技股份有限公司位于四川省成都市青羊区腾飞大道298号，成立日期1999年9 月30日，上市日期2018年1月16日，公司主营业务涉及从事发动机零部件的研发、设计、制造和销售。 主营业务收入构成为：发动机零部件89.44%，航空零部件8.53%，其他(补充)2.03%。 12月24日，西菱动力盘中上涨2.05%，截至11:04，报17.89元/股，成交2568.19万元，换手率0.64%，总 市值54.69亿元。 机构持仓方面，截止2025年9月3 ...

Core Viewpoint - The company is focusing on developing its commercial aerospace business, particularly in the areas of rocket body structural components and engine parts, while currently being in the early stages of this strategic initiative [1] Group 1: Business Development - The company is engaging with potential clients for technical, manufacturing, and business collaboration to facilitate future order placements [1] - The commercial aerospace business is still in its initial phase and has not yet generated substantial orders or sales, thus having a minimal impact on overall business performance [1] Group 2: Challenges and Uncertainties - The development of the aerospace business faces multiple uncertainties, including the need for technological breakthroughs, market acceptance, return on R&D investments, and changes in industry policies [1] - There are risks associated with the possibility of initial investments not meeting expectations and the progress of new product development falling short of plans [1]

Core Viewpoint - The company is currently in the early stages of its commercial aerospace business, focusing on long-term strategic development without substantial orders or sales yet [1] Group 1: Business Development - The company is actively pursuing opportunities in the commercial aerospace sector, leveraging its experience in aviation manufacturing [1] - Key product areas include rocket body structural components and engine parts, with ongoing technical and business discussions with potential clients [1] Group 2: Current Status and Challenges - The commercial aerospace business is still in the initial phase and has not yet generated significant orders or sales, having a minimal impact on overall business performance [1] - Development faces multiple uncertainties, including the need for technological breakthroughs, market acceptance, return on R&D investments, and changes in industry policies [1]

Group 1 - The company is currently focusing on core products such as aerospace rocket body components and engine parts, engaging in technical, manufacturing, and business discussions with potential clients to facilitate future cooperation and order placement [1] - The commercial aerospace business is still in its initial stages and is considered a long-term strategic cultivation effort, with no substantial orders or sales formed yet, resulting in a minimal impact on the company's overall operating performance [1] - The development of this business faces multiple uncertainties, including the need for technological breakthroughs, market acceptance, return on R&D investment, and changes in industry policies, which may lead to risks such as initial investments not meeting expectations and slower-than-planned progress in new product development [1]

近日，韩国釜山国立大学利用AI设计齿轮泵转子轮廓的报道公开后，一些相关企业认为，正是依托"AI+"，汽车发动机零部件优化正在逐步 实现从"经验驱动"到"数据智能"的变革。 突破传统技术瓶颈 在汽车工业发展历程中，发动机零部件的优化长期依赖工程师的经验与反复的物理试验。这种传统模式在过去取得了显著成就，但随着技术 的飞速发展，逐渐暴露出诸多瓶颈。 近来，"人工智能（AI）+"在汽车行业正在绽放光彩。 通过相关新技术的结合，AI能够在短时间内生成并评估数百万种设计方案，自动筛选出最优解。韩国釜山国立大学利用AI设计齿轮泵转子轮 廓的案例尤其有说服力。在传统设计方法中，由于计算能力和设计思路的限制，很难对转子轮廓进行全面的优化，导致流量不规则性和压力波动 较大。而借助AI技术，研究团队通过生成对抗网络生成了大量不同形状的转子轮廓设计方案，并利用拓扑优化算法对这些方案进行评估和筛选。 最终得到的优化设计方案使齿轮泵的流量不规则性降低了74.7%，压力波动减少了53.6%，这一成果远超传统数学模型设计的极限，充分展示了AI 在设计优化方面的强大能力。 此外，基于机器学习构建发动机部件参数化模型也是AI在设计优化中的重要 ...

Market Overview - The A-share market experienced fluctuations, with over 4,400 stocks declining, while the non-ferrous metals sector led the gains, and humanoid robots and commercial aerospace concept stocks were active [1][4] - As of December 4, the A-share indices showed mixed results, with over 3,200 stocks still in decline despite a brief rally [1] Index Performance - The Shanghai Composite Index opened at 3,879.74, closing at 3,886.05, up by 8.05 points or 0.21% [2] - Trading volume reached 355.83 billion, with 978 stocks rising, 103 flat, and 1,253 declining [2] Sector Performance - The non-ferrous metals, defense, and non-bank financial sectors saw significant gains, while consumer sectors like Hainan Free Trade Port and AI wearable devices struggled [4] - The humanoid robot sector was particularly strong, with stocks like Junya Technology and Daying Electronics hitting the daily limit [5][6] Humanoid Robot Sector - The humanoid robot sector saw notable activity, with stocks such as Junya Technology (up 10.03%) and Daying Electronics (up 10%) reaching their daily limits [5][6] - The sector's momentum was supported by external news regarding the U.S. government's focus on robotics and AI development [7] Non-Ferrous Metals Sector - The non-ferrous metals sector continued to lead, with industrial metals performing well; for instance, Electric Alloy surged over 11% [7] - Recent trends indicated that copper prices reached historical highs due to anticipated low global inventories [7] Commercial Aerospace Sector - The commercial aerospace index saw a rise, with Aerospace Hanyu increasing over 15% and Aerospace Development hitting the daily limit [7][8] - Companies like Huawu Co. have identified commercial aerospace as a key development area, focusing on rocket components and engine parts [9] Notable Stock Movements - Daoming Optical, which had previously seen five consecutive trading limits, faced a trading halt, closing at 14.90, down 10.02% [10][11] - The AI wearable device sector experienced declines, with stocks like Dongshan Precision dropping over 7% [10][11] Consumer Sector Weakness - The consumer sector overall showed weakness, with significant declines in social services, beauty care, and retail sectors [12]