前海开源大海洋混合（000690）基金经理为刘宏。 截至发稿，刘宏累计任职时间4年295天，现任基金资产总规模14.85亿元，任职期间最佳基金回报 78.39%， 任职期间最差基金回报-26.94%。 从基金十大重仓股角度 数据显示，前海开源基金旗下1只基金重仓航亚科技。前海开源大海洋混合（000690）三季度持有股数 44.99万股，占基金净值比例为5.55%，位居第九大重仓股。根据测算，今日浮盈赚取约12.6万元。 前海开源大海洋混合（000690）成立日期2014年7月31日，最新规模2.12亿。今年以来收益40.94%，同 类排名1941/8087；近一年收益37.08%，同类排名2040/8085；成立以来收益114.8%。 12月30日，航亚科技涨1.06%，截至发稿，报26.63元/股，成交3433.15万元，换手率0.50%，总市值 69.11亿元。 资料显示，无锡航亚科技股份有限公司位于江苏省无锡市新东安路35号，成立日期2013年1月30日，上 市日期2020年12月16日，公司主营业务涉及航空发动机叶片、整体叶盘和骨科植入物锻件的研发、生产 和销售。主营业务收入构成为：航空产品91.40 ...

12月25日，航亚科技涨5.31%，截至发稿，报26.95元/股，成交1.33亿元，换手率1.97%，总市值69.94亿 元。 截至发稿，陈博累计任职时间5年328天，现任基金资产总规模7.91亿元，任职期间最佳基金回报 86.19%， 任职期间最差基金回报-8.38%。 资料显示，无锡航亚科技股份有限公司位于江苏省无锡市新东安路35号，成立日期2013年1月30日，上 市日期2020年12月16日，公司主营业务涉及航空发动机叶片、整体叶盘和骨科植入物锻件的研发、生产 和销售。主营业务收入构成为：航空产品91.40%，医疗产品7.62%，其他(补充)0.98%。 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 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，上银基金旗下1只基金重仓航亚科技。上银未来生活灵活配置混合A（007393）三季度持有 股数6.18万股，占基金净值比例为3.38%，位居第九大重仓股。根据测算，今日浮盈赚取约8.41万元。 上银未来生活灵活配置混 ...

航空发动机+大飞机+专精特新+医疗器械概念+人民币贬值受益 1、公司目前是国内具备以精锻技术实现压气机叶片规模量产并供货于国际领先发动机厂商的内资企 业。全球四大航空发动机厂商中， 法国赛峰、 英国 RR、美国 GE 航空为公司主要客户。另外，公司还 承担了中国航发商发长江系列发动机及中国航发集团多个高性能先进国产发动机零部件的同步研发及试 制加工任务。 公司直接向航空发动机整机制造商销售叶片、转动件及结构件等关键零部件，具备直接 供货所需的资质， 在航空产业链中属于成品零部件供应商，处于产业链的中游。 2、公司产品已覆盖了赛峰 LEAP 及 CFM 56、GE 航空的 CF34及 LMS-100 等、中国航发商发的 CJ1000/2000 等主流发动机机型，最终用途涉及波音系列飞机、空客系列飞机、商飞国产大飞机等。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部专精特新 小巨人企业名单。 ...

Core Viewpoint - The company, Hangya Technology, plans to establish a subsidiary in Singapore and a wholly-owned subsidiary in Malaysia with an investment of up to $70 million (approximately 500 million RMB) to enhance strategic cooperation with international clients and integrate into the global aviation and medical orthopedic supply chains [1] Group 1: Investment and Expansion - The Singapore subsidiary will focus on investment management and import-export trade, while the Malaysian subsidiary will engage in the R&D, production, and sales of aerospace engine components and medical orthopedic implants [1] - This investment is aimed at getting closer to international markets, enhancing nearshore R&D and production in Southeast Asia, and effectively responding to global supply chain challenges [1] Group 2: Financial Performance and Business Strategy - In 2024, the company's international business revenue is expected to reach 376 million RMB, a year-on-year increase of 35.05%, accounting for over 50% of total revenue [2] - The company maintains a balanced market strategy between domestic and international markets, with stable revenue structure and reasonable fluctuations in income proportions [2] Group 3: Product Development and Market Position - Hangya Technology is a major supplier of low-pressure compressor blades for the French Safran Group, holding a global market share of no less than 50% in the LEAP engine series [2] - The company has been expanding its high-value-added high-pressure compressor blade business overseas since 2018, with expectations for an increasing proportion of high-pressure blades in its product structure [2] Group 4: Future Growth and Competitive Landscape - The company is focusing on overseas growth in its medical orthopedic implant business, having established long-term strategic partnerships with two leading international medical device manufacturers [3] - The international aviation market is in a recovery and structural adjustment phase, which is favorable for deepening strategic partnerships with core international clients [3]

Core Viewpoint - The company, Hangya Technology, is positioned as a key player in the aviation engine and medical device sectors, benefiting from its specialized technology and international client base, while also experiencing impacts from currency fluctuations. Group 1: Company Overview - Hangya Technology is a domestic enterprise capable of mass-producing compressor blades using precision forging technology, supplying major international engine manufacturers [2] - The company has established a manufacturing system for medical orthopedic joint forgings and is gradually entering the finished product processing field for orthopedic joints [4] - As of September 30, the company reported a revenue of 530 million yuan, a year-on-year increase of 1.95%, and a net profit of 77.87 million yuan, a year-on-year decrease of 16.04% [9] Group 2: Market Position and Clientele - The company serves major global engine manufacturers, including Safran, Rolls-Royce, and GE Aviation, and is involved in the development and processing of components for advanced domestic engines [2] - Hangya Technology's products cover mainstream engine models such as Safran LEAP, CFM 56, and GE Aviation's CF34, with applications in Boeing and Airbus aircraft [2] Group 3: Recognition and Financials - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [3] - The overseas revenue accounted for 53.54% of total revenue, benefiting from the depreciation of the yuan [4] Group 4: Stock Performance and Technical Analysis - On November 27, the stock price of Hangya Technology fell by 0.97%, with a trading volume of 78.77 million yuan and a market capitalization of 5.808 billion yuan [1] - The average trading cost of the stock is 24.59 yuan, with the current price approaching a resistance level of 22.60 yuan, indicating potential for upward movement if the resistance is broken [7]

Core Insights - The company has rapidly established itself as a leader in the aerospace engine blade sector, achieving significant milestones since its founding in 2013 and successful listing on the Sci-Tech Innovation Board in 2020 [1] Group 1: Business Development - The company has developed strong relationships with major clients, including Safran, China Aviation Engine Corporation, GE, and Rolls-Royce, becoming a key supplier in the aerospace engine components market [2] - The product portfolio includes critical components such as compressor blades, integrated discs, casings, and turbine discs, with a focus on expanding into more complex structures [2] - The company has achieved over 80% of its business from core clients by optimizing product structure and market layout [3] Group 2: Technical Expertise - The manufacturing of aerospace engines involves complex systems requiring expertise in materials technology, aerodynamic design, advanced manufacturing, and reliability testing [3] - The company has established significant barriers in precision machining and special processes, particularly in the production of compressor blades, which are technically challenging and require high performance [4] - The integration of various patented technologies with diverse customer needs allows the company to enhance product development and production efficiency [4][5] Group 3: Innovation and Digital Transformation - The company emphasizes integrated innovation, which combines technical expertise with customer demands, facilitating deeper collaboration with clients [5] - The company is focusing on digital transformation by incorporating digital technologies and intelligent tools into product development, material processes, and operational efficiency [6] - The company is leveraging artificial intelligence to optimize production processes and enhance operational efficiency, aiming to become a world-class manufacturer of aerospace engine components [6]

Core Insights - The company has rapidly established itself as a leader in the aerospace engine blade sector, achieving significant milestones since its founding in 2013 and listing on the STAR Market in 2020 [1] - The company aims to leverage industry opportunities over the next five years, focusing on specialization and digitalization to support the industrialization of domestic aerospace engines [1] Group 1: Business Development - The company has developed strong relationships with major clients, including Safran, China Aviation Engine Corporation, GE, and Rolls-Royce, becoming a key supplier in the aerospace engine components sector [2] - The product portfolio includes critical components such as compressor blades, integrated disks, casings, and turbine disks, with ongoing expansion into more complex structures [2] - The company has achieved over 80% of its core customer business through continuous optimization of product structure and market layout [3] Group 2: Technical Expertise - The company emphasizes the complexity of aerospace engine manufacturing, which requires expertise in materials technology, aerodynamic design, advanced manufacturing, and reliability testing [3] - The precision forging technology used for compressor blades enhances blade lifespan and reliability while improving processing efficiency and reducing material waste [4] - The company has established significant processing barriers through its advanced capabilities in precision machining and various specialized processes [4] Group 3: Innovation and Digitalization - The company integrates diverse customer needs with its patented technologies to enhance product development and production efficiency [5] - The focus on digitalization is seen as a key driver for future growth, with the integration of digital technologies and intelligent tools into all aspects of product development and operations [6] - The company is actively leveraging AI to optimize production processes and improve operational efficiency, aiming to become a world-class manufacturer of aerospace engine components [6]

Core Insights - The company has rapidly established itself as a leader in the aerospace engine blade sector, achieving significant milestones since its founding in 2013 and listing on the Sci-Tech Innovation Board in 2020 [1] Group 1: Business Development - The company has developed strong relationships with major clients, including Safran, China Aviation Engine Corporation, GE, and Rolls-Royce, becoming a key supplier in the aerospace engine components market [2] - The product portfolio includes critical components such as compressor blades, integrated disks, casings, and turbine disks, with a focus on expanding into more complex structures [2] - The company has achieved over 80% of its business from core clients by optimizing product structure and market layout [3] Group 2: Technical Expertise - The manufacturing of aerospace engines is a complex system involving design, manufacturing, testing, and verification across multiple advanced fields [3] - The company has developed significant engineering capabilities in precision forging, precision machining, and special processes, creating a competitive edge in the industry [4] Group 3: Innovation and R&D - The company emphasizes integrated innovation, combining technical patents with diverse customer needs to enhance product development efficiency [4] - The focus on specialized processing capabilities and surface treatment technologies has opened opportunities in medical applications, such as orthopedic implants [5] Group 4: Digital Transformation - The company is integrating digital technologies and intelligent tools into all aspects of product development, material processes, and operations to shorten R&D cycles and optimize operational costs [5][6] - The implementation of AI in internal operations aims to reassess production processes and improve efficiency [6] Group 5: Future Goals - The company is setting a five-year development plan to become a world-class manufacturer of aerospace engine components, committed to professionalization and digitalization [6]

Core Viewpoint - The company, Hangya Technology, has rapidly developed into a leader in the aerospace engine blade sector within a decade, focusing on professionalization and digitalization to support the industrialization of domestic aerospace engines [1][2]. Group 1: Company Development and Strategy - Hangya Technology was founded in 2013 and successfully listed on the Sci-Tech Innovation Board in 2020, leveraging deep expertise in materials and blades [1]. - The company aims to seize industry opportunities over the next five years, emphasizing a commitment to professionalization and digitalization [1][2]. - Hangya Technology has established itself as a supplier for major aerospace engine manufacturers, including Safran, China Aviation Engine Corporation, GE, and Rolls-Royce [1][2]. Group 2: Product and Market Expansion - The company is expanding its product offerings to include more complex structures, with stable demand for existing blade products and ongoing development of new ones [2]. - Core customer business now accounts for over 80% of the company's operations, reflecting a strong focus on strategic customer needs [2]. - Hangya Technology is also exploring collaborations with Rolls-Royce for additional rotating component projects to diversify its business [2][3]. Group 3: Technical Expertise and Innovation - The company has developed significant engineering capabilities in precision forging, precision machining, and special processes, creating barriers to entry in the aerospace engine component market [3]. - Precision forging technology is highlighted as the mainstream method for producing compressor blades, enhancing blade lifespan and reliability while reducing material waste [3]. - Hangya Technology integrates various specialized processes, including heat treatment and non-destructive testing, to form a comprehensive innovation approach [3][4]. Group 4: Digital Transformation and Future Goals - The company is committed to integrating digital technologies and intelligent tools across all aspects of product development and operations to shorten R&D cycles and optimize costs [5]. - AI is being leveraged to enhance internal operations, including the integration of manufacturing execution systems and data monitoring systems [5]. - Hangya Technology is setting a five-year development direction aimed at becoming a world-class manufacturer of aerospace engine components, maintaining a focus on professionalization and digitalization [5].

Core Viewpoint - The company, Wuxi Hangya Technology Co., Ltd., is positioned as a key player in the aviation engine and medical device sectors, benefiting from its specialized technology and international client base, while also experiencing a decline in stock performance recently [1][2][4]. Company Overview - Wuxi Hangya Technology was established on January 30, 2013, and went public on December 16, 2020. The company specializes in the research, production, and sales of aviation engine blades, integrated blades, and orthopedic implants [8]. - The company's revenue composition includes 91.40% from aviation products, 7.62% from medical products, and 0.98% from other sources [8]. Industry Position - The company is recognized as a domestic enterprise capable of mass-producing compressor blades using precision forging technology, supplying major international engine manufacturers such as Safran, Rolls-Royce, and GE Aviation [2]. - It has been included in the Ministry of Industry and Information Technology's list of "specialized, refined, distinctive, and innovative" small giant enterprises, indicating its strong market position and technological capabilities [3]. Financial Performance - For the first nine months of 2025, the company reported a revenue of 530 million yuan, reflecting a year-on-year growth of 1.95%. However, the net profit attributable to shareholders decreased by 16.04% to 77.87 million yuan [9]. - As of September 30, the company had 9,849 shareholders, a decrease of 19.08% from the previous period, while the average circulating shares per person increased by 23.58% [9]. Market Dynamics - The company benefits from a 53.54% share of overseas revenue, which is positively impacted by the depreciation of the Chinese yuan [4]. - Recent trading activity shows a net outflow of 1.9072 million yuan from major investors, indicating a lack of strong buying interest in the stock [5][6].