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商业航天板块火热 航天智装业务布局备受关注
Zheng Quan Ri Bao Wang· 2025-12-29 07:44
本报讯 (记者贺王娟)近期,商业航天板块持续火热,作为产业链上市公司北京航天神舟智能装备科技股份有限公司(以 下简称"航天智装")股价于12月26日创下历史新高,备受投资者关注,连被追问公司在商业航天产业链上的业务落地情况。 (编辑 张伟) 此外,航天智装提示,公司技术目前应用于卫星地面测试,暂不涉及火箭发射相关工作。 如航天智装在12月25日回复投资者提问时表示,公司轩宇空间研发的微系统产品,目前在高可靠抗辐照加固设计方面具有 较强优势,多款产品已经得到成功应用,在高等级抗辐照类处理器、存储器领域占据了一定的市场;研制的控制系统核心部组 件产品,实现了轻小型化、高集成和高性能的技术特点,具备产业化大规模研制的基础,已经在商业航天等领域开始推广应 用。其整体业务在行业内位居前列,技术居于国内领先水平。 ...
航天智装:轩宇空间研发的微系统产品,目前在高可靠抗辐照加固设计方面具有较强优势
Zheng Quan Ri Bao Wang· 2025-12-25 11:42
证券日报网讯12月25日,航天智装(300455)在互动平台回答投资者提问时表示,轩宇空间研发的微系 统产品,目前在高可靠抗辐照加固设计方面具有较强优势,多款产品已经得到成功应用,在高等级抗辐 照类处理器、存储器领域占据了一定的市场;研制的控制系统核心部组件产品,实现了轻小型化、高集 成和高性能的技术特点,具备产业化大规模研制的基础,已经在商业航天等领域开始推广应用。 ...
航天智装:上半年营收4.94亿元 持续高强度研发投入同比增长39.93%
Core Viewpoint - The company reported a slight increase in revenue and significant growth in R&D investment, indicating a focus on technological innovation and product competitiveness in the context of industry transformation [1] Group 1: Financial Performance - The company achieved a revenue of 494 million yuan in the first half of 2025, representing a year-on-year growth of 3.77% [1] - The company recognized impairment losses totaling 16.75 million yuan, including 16.88 million yuan in credit impairment losses and a reversal of 0.1243 million yuan in asset impairment losses [1] Group 2: R&D and Innovation - R&D investment reached 39.4 million yuan, with a year-on-year increase of 39.93%, reflecting the company's commitment to enhancing product competitiveness through technological innovation [1] - The company is focusing on the intelligent equipment sector, particularly in rail transportation, aerospace, and nuclear industries, with a diversified industrial structure [1] Group 3: Product Development and Applications - The company has completed the R&D phase of its high-reliability RISC-V processor and is currently conducting product testing and validation [2] - The company’s subsidiary has had several products selected for the "Dongfanghong Tianxuan Supermarket," enhancing product visibility and market influence [2] - The company collaborated with Guoneng Railway Equipment to develop China's first intelligent inspection robot for freight railways, significantly improving inspection efficiency and accuracy [2] Group 4: International Cooperation - The company conducted specialized training for Lao technicians on 5T equipment in Vientiane, Laos, enhancing technical skills and contributing to Sino-Laotian cooperation [3]