证券代码：300581 证券简称：晨曦航空 西安晨曦航空科技股份有限公司投资者关系活动记录表 编号：2025-038 | 投资 | | □特定对象调研□分析师会议 | | --- | --- | --- | | 者关 | | □媒体采访√业绩说明会 | | 系活 | | □新闻发布会□路演活动 | | 动类 | □现场参观 | | | 别 | □其他（请文字说明其他活动内容） | | | 参与 | | | | 单位 | | | | 名称 | 参加 2025 年陕西辖区上市公司投资者集体接待日暨 2024 年度业绩说明会 | | | 及人 | 的投资者 | | | 员姓 | | | | 名 | | | | 时间 | 2025 年 5 月 20 日(周二)下午 15:00~17:00 | | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用网络远 | | | | 程的方式召开业绩说明会 | | | 上市 | | | | 公司 | 1、董事、副总经理及财务负责人刘蓉 | | | 接待 | 2、副总经理、董事会秘书、证券部部长张军妮 | | | 人员 | 3、财务总监、证 ...

Core Viewpoint - The Chinese military industry is experiencing growth driven by policy direction, geopolitical factors, and technological advancements, showcasing its strength and future potential [2][16]. Group 1: Market Performance - As of May 13, the military sector index (BK0490) closed at 64,179.42 points, down 1.64%, with 78 stocks rising, 19 flat, and 404 declining [2]. - From April 29 to May 12, the defense and military sector saw significant gains, being the top performer among all industries [2]. - By May 12, 142 A-share military companies reported their Q1 2025 results, with 77 companies showing revenue growth, and 47 companies achieving over 20% revenue increase [4]. Group 2: Company Performance - The military sector index (BK0490) reached 65,247.19 points with a 3.18% increase as of May 12, with 371 stocks rising and 96 falling [5]. - AVIC Chengfei, a leading player in the aerospace sector, saw a 20.01% increase in stock price, with a market cap of 256.6 billion yuan and Q1 2025 revenue of 3.309 billion yuan and net profit of 156 million yuan [5]. - Morningstar Aviation's revenue surged by 149.25% to 329.51 million yuan, despite still being in a loss position for Q1 2025 [5]. Group 3: Institutional Investment - Institutional funds have been major drivers of the recent surge in the defense sector, with net purchases of 5.9 billion yuan from institutions [7]. - In Q1 2025, 19 institutions held 404 million shares of Taihao Technology, increasing their holdings by 56.8 million shares [11]. - The social security fund increased its holdings in the defense sector by approximately 16.25 million shares in Q1 2025 [13]. Group 4: Industry Drivers - The military sector's growth is supported by favorable policies, geopolitical tensions, and technological innovations [16]. - The 14th Five-Year Plan emphasizes modernization of the military, focusing on key technologies such as aerospace engines and integrated circuits [16]. - Geopolitical tensions, particularly between Pakistan and India, have heightened the demand for military equipment, showcasing the capabilities of Chinese military technology [17]. Group 5: Future Outlook - The military industry is expected to undergo significant changes driven by the demand for intelligent and unmanned systems, which are becoming crucial in modern warfare [18]. - China's defense budget for 2025 is set at 1,784.665 billion yuan, reflecting a 7.2% increase, indicating the importance of the military sector [18].