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多只商业航天热门股 提示风险
近期,商业航天板块持续上涨,多只热门股连续大幅上涨,股票交易异常波动。对此,多家公司发布公告对商业航天相关业务进行说明。 12月29日,航天发展发布公告表示,公司连续三个交易日(12月24日、25日、26日)收盘价格涨幅偏离值累计超过20%。公司就有关事项征询了公司实际 控制人中国航天科工集团有限公司及控股股东中国航天系统工程有限公司,作出情况说明。 关于业务情况,航天发展表示,公司以航天防务信息科技为主要发展方向,聚焦主责主业,持续发展蓝军体系及装备、新一代通信与指控装备等业务。 2025年前三季度,公司实现营业收入16.97亿元,较上年同期上升的重要原因是船舶交付。公司下属航天天目(重庆)卫星科技有限公司主要从事商业低 轨卫星运营及数据应用服务,其2025年前三季度营业收入占公司总营业收入的比例低于1%。2025年前三季度,公司归属于上市公司股东的净利润为-4.89 亿元。 多家原本并不从事航天业务的上市公司表示积极布局或涉及商业航天业务,但这些业务在公司收入占比较小,且存在不确定性。 昊志机电连续三个交易日内(12月24日至26日)收盘价涨幅偏离值累计达到31.75%。公司表示,现阶段主轴类产品为公司核 ...
航天长征化学工程股份有限公司关于股票交易风险提示性公告
Xin Lang Cai Jing· 2025-12-24 19:52
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603698 证券简称:航天工程 公告编号:2025-047 航天长征化学工程股份有限公司关于股票交易风险提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 航天长征化学工程股份有限公司(以下简称公司)股票于2025年12月19日、12月22日、12月23日连续 3个交易日内日收盘价格涨幅偏离值累计达到20%,2025年12月24日,公司股票收盘价格继续涨停。公 司股票短期涨幅明显高于同期上证A股指数涨幅,公司提醒广大投资者理性投资,注意投资风险。 ● 公司专业从事煤气化技术及关键设备的研发、工程设计、技术服务、设备成套供应及工程总承包,公 司产品及技术主要应用于煤炭洁净高效利用领域,客户主要集中在化工企业,不涉及商业航天。 ● 公司最新滚动市盈率和市净率显著高于行业同期平均水平,二级市场交易受多方面因素影响,股票涨 跌的波动风险较大,敬请广大投资者注意交易风险,理性决策,审慎投资。 ● 公司股东的减持计划近期正在实施,截至本公告日,本次减 ...
12月23日沪深两市涨停分析
Xin Lang Cai Jing· 2025-12-23 07:36
Group 1: Lithium Battery Materials - Company has a production capacity of 5,800 tons/year of lithium hexafluorophosphate through its wholly-owned subsidiary [2] - Company is a leading manufacturer of aluminum grain refiners globally [2] - Company maintains a complete industrial chain from fluorine resources to lithium battery production [2] Group 2: Semiconductor Industry - Company has developed photolithography acid products for the semiconductor photolithography field and is actively promoting them in the downstream market [3] - Company has achieved stage results in the development of photosensitive polyimide (PSPI) photolithography glue for semiconductor packaging, currently in the laboratory sample testing phase [3] - Company provides ultra-thin equipment end self-contained fan filter units and ultra-high-efficiency filters for the domestic 28nm photolithography equipment process [3] Group 3: Cleanroom and Thermal Management Solutions - Company is a leading player in the cleanroom industry, with clients including Changxin [3] - Company focuses on thermal management solutions for data centers and energy storage [3] - Company has launched cold plate liquid cooling and immersion liquid cooling products for data centers [3] Group 4: Consumer Goods and Food Industry - Company is a small leader in compound seasoning products, with a range of offerings including compound seasoning powder and natural extract seasonings [4] - Company has a total production capacity of 180,000 tons for its prepared food series, including frozen and beef products [4] - Company is a major retail chain enterprise focusing on commercial retail [4] Group 5: Electronic Materials - Company specializes in electronic-grade resin materials, essential for manufacturing high-frequency and high-speed PCBs [5] - Company is one of the few domestic manufacturers capable of mass production of Low CTE electronic cloth [5] - Company plans to raise 720 million yuan through a private placement to supplement working capital or repay bank loans [5] Group 6: Tungsten Industry - Company is one of the largest tungsten refining product processing enterprises and the largest tungsten powder production base [6] - Company has established a testing and evaluation center for rare earth products in collaboration with China Southern Rare Earth Group [6] Group 7: Automation and Robotics - Company has core technologies in machine vision, precision sensing, motion control, and software, providing automation solutions across various industries [7] - Company has raised funds for research projects in photovoltaic ultra-fine tungsten wire and high-performance cutting tool surface coating technology [7] - Company has developed graphene transparent conductive film technology applicable in flexible touch fields [7]