（文章来源：第一财经） 航天机电公告，公司股票于2025年12月12日、12月15日连续两个交易日内收盘价格涨幅偏离值累计超过 20%，属于股票交易异常波动情形。2025年12月12日、12月15日，公司股票换手率分别为20.47%、 9.83%。公司股价短期上涨幅度较大，存在市场情绪过热、非理性炒作风险，已明显高于同期行业及上 证指数涨幅。公司主营业务不涉及商业航天。公司目前主要经营汽车热系统产业和光伏产业两大产业。 ...

航天机电公告称，2025年11月28日至12月5日，公司股价6个交易日内4日涨停、2次触及异动，累计涨幅 偏离值达60.83%，换手率较高，存在非理性炒作风险。截至12月4日，公司市净率、市盈率绝对值均高 于行业平均。2025年前三季度，公司营收26.52亿元，同比降36.10%，净利润亏损2.47亿元，亏损加 大。公司主营汽车热系统和光伏产业，不涉及商业航天，目前光伏和汽配板块均面临挑战，国内光伏电 站运营也可能出现资金紧张。 ...

12月4日，商业航天概念板块再度走强，其中，上海航天汽车机电股份有限公司(以下简称"航天机电")在11月28日至12月4日期间走出"5天3板"(11月 28日、12月3日、12月4日涨停)，引发市场关注。 经公司自查，并书面询证控股股东及向实际控制人核实，截至目前，不存在对公司应披露而未披露的重大信息。12月4日，航天机电控股股东上海 航天技术研究院在回函中声明，航天机电关于股票交易异常波动问询的函已收悉，经单位情况核实，现回复如下："一、除航天机电已公开披露的 信息外，我单位不存在应披露而未披露的重大信息，包括但不限于与航天机电有关的重大资产重组、发行股份、上市公司收购、债务重组、业务重 组资产剥离和资产注入等重大事项；二、航天机电本次股票异常波动期间，我单位不存在买卖航天机电股票的行为。" 航天机电目前主要经营汽车热系统产业和光伏产业两大产业。2024年度，公司实现营业收入53.49亿元，合并利润总额亏损6373.32万元。2025年前 三季度，该公司实现营业收入26.52亿元，较上年同期减少36.10%，归属于上市公司股东的净利润为-2.47亿元，较上年同期亏损加大，基本每股收 益-0.1721元。 1 ...

智通财经APP讯，航天机电(600151.SH)发布股价异动公告称，公司主要经营汽车热系统产业和光伏产 业两大产业。目前公司主营业务不涉及商业航天。敬请广大投资者注意投资风险。经公司自查，并书面 询证控股股东上海航天技术研究院及向实际控制人中国航天科技集团有限公司核实，截至目前，不存在 对公司应披露而未披露的重大信息，包括但不限于重大资产重组、发行股份、上市公司收购、债务重 组、业务重组、资产剥离和资产注入等重大事项。 ...

Core Viewpoint - The company, Aerospace Electromechanical (600151.SH), is primarily engaged in the automotive thermal systems and photovoltaic industries, reporting significant revenue decline and increased losses in recent financial periods [1] Financial Performance - In the fiscal year 2024, the company achieved a revenue of 5.349 billion yuan, with a consolidated profit loss of 63.7332 million yuan [1] - For the first three quarters of 2025, the company reported a revenue of 2.652 billion yuan, a decrease of 36.10% compared to the same period last year [1] - The net profit attributable to shareholders for the same period was -247 million yuan, indicating a worsening loss compared to the previous year [1] - The basic earnings per share stood at -0.1721 yuan [1] Business Focus - Currently, the company's main business does not involve commercial aerospace [1] Market Dynamics - The stock's trading and valuation are influenced by various factors, leading to significant volatility in price movements [1]

Core Viewpoint - The 2025 China Automotive Supply Chain Conference aims to explore the future of the automotive industry through collaboration among government, industry, academia, and research institutions, focusing on innovation and transformation in the supply chain [4][28]. Event Overview - The conference will take place from November 24 to 26, 2025, in Wuhu, China, featuring over 500 industry elites discussing the "14th Five-Year Plan" [2][4]. - The event includes various thematic meetings addressing key topics such as intelligent cockpit systems, automotive parts development, thermal management technologies, and intelligent chassis systems [10][15][21][29]. Thematic Meetings Intelligent Cockpit Systems - The first thematic meeting will cover the development and trends of intelligent cockpit systems, featuring presentations from industry leaders such as Chery Automobile and Beidou Zhihui Technology [12][13]. - Topics include AI's impact on cockpit systems, localization challenges for intelligent cockpit exports, and innovations in cockpit connectivity solutions [12][13]. Automotive Parts Development and Transformation - The second thematic meeting will focus on the evolution of automotive parts under the dual trends of intelligence and electrification, with insights from companies like CRRC and JD Group [19][20]. - Discussions will include the transformation paths for core automotive components and the integration of supply chains [19][20]. Thermal Management Technologies - The third thematic meeting will address key technologies in automotive thermal systems, featuring research from universities and companies on CO2 thermal management systems and alternative refrigerants [24][26]. - Presentations will cover challenges in developing thermal management systems and innovations in heat exchange technologies [24][26]. Intelligent Chassis Systems - The fourth thematic meeting will explore the collaborative development of intelligent chassis systems, with discussions on software-defined chassis solutions and key technologies in steering systems [30][32]. - Industry experts will share insights on the future of chassis technology and its integration with intelligent systems [30][32].