1月9日，航天电器涨5.83%，截至发稿，报66.66元/股，成交5.31亿元，换手率1.75%，总市值303.59亿 元。航天电器股价已经连续5天上涨，区间累计涨幅29.72%。 资料显示，贵州航天电器股份有限公司位于贵州省贵阳市经济技术开发区开发大道268号贵州航天基础 件产业园智能研发中心，成立日期2001年12月30日，上市日期2004年7月26日，公司主营业务涉及高端 继电器、连接器、微特电机、光电器件、电缆组件的研制、生产和销售。主营业务收入构成为：连接器 及互连一体化产品70.35%，电机与控制组件22.49%，继电器3.39%，光通信器件1.98%，其他(补 充)1.79%。 从基金十大重仓股角度 数据显示，创金合信基金旗下1只基金重仓航天电器。创金合信先进装备股票A（011685）三季度持有 股数10.81万股，占基金净值比例为4.87%，位居第五大重仓股。根据测算，今日浮盈赚取约39.67万 元。连续5天上涨期间浮盈赚取155.99万元。 创金合信先进装备股票A（011685）基金经理为李晗。 截至发稿，李晗累计任职时间10年142天，现任基金资产总规模1.14亿元，任职期间最佳基金回报 ...

1月5日，航天电器盘中上涨2.07%，截至11:09，报51.17元/股，成交13.68亿元，换手率5.98%，总市值 233.04亿元。 资金流向方面，主力资金净流出1141.62万元，特大单买入1.95亿元，占比14.29%，卖出2.19亿元，占比 16.00%；大单买入3.64亿元，占比26.60%，卖出3.52亿元，占比25.72%。 航天电器今年以来股价涨2.07%，近5个交易日涨6.89%，近20日涨17.12%，近60日涨2.40%。 分红方面，航天电器A股上市后累计派现13.67亿元。近三年，累计派现4.46亿元。 机构持仓方面，截止2025年9月30日，航天电器十大流通股东中，易方达国防军工混合A（001475）位 居第二大流通股东，持股1708.72万股，相比上期增加78.51万股。华夏军工安全混合A（002251）位居 第四大流通股东，持股1503.85万股，相比上期增加439.66万股。富国中证军工龙头ETF（512710）位居 第六大流通股东，持股618.57万股，相比上期增加91.67万股。南方中证500ETF（510500）、易方达品 质动能三年持有混合A（014562）退出十大 ...

分红方面，航天电器A股上市后累计派现13.67亿元。近三年，累计派现4.46亿元。 机构持仓方面，截止2025年9月30日，航天电器十大流通股东中，易方达国防军工混合A（001475）位 居第二大流通股东，持股1708.72万股，相比上期增加78.51万股。华夏军工安全混合A（002251）位居 第四大流通股东，持股1503.85万股，相比上期增加439.66万股。富国中证军工龙头ETF（512710）位居 第六大流通股东，持股618.57万股，相比上期增加91.67万股。南方中证500ETF（510500）、易方达品 质动能三年持有混合A（014562）退出十大流通股东之列。 责任编辑：小浪快报 今年以来航天电器已经1次登上龙虎榜，最近一次登上龙虎榜为1月15日，当日龙虎榜净买入-2.02亿 元；买入总计4692.85万元 ，占总成交额比7.71%；卖出总计2.49亿元 ，占总成交额比40.87%。 资料显示，贵州航天电器股份有限公司位于贵州省贵阳市经济技术开发区开发大道268号贵州航天基础 件产业园智能研发中心，成立日期2001年12月30日，上市日期2004年7月26日，公司主营业务涉及高端 继电器、连 ...

Group 1 - The core viewpoint of the news is that Aerospace Electric has shown fluctuations in stock performance, with a recent increase in share price and notable trading activity, despite a year-to-date decline [1][2]. - As of December 18, Aerospace Electric's stock price rose by 2.35% to 46.99 yuan per share, with a trading volume of 4.72 billion yuan and a market capitalization of 21.4 billion yuan [1]. - Year-to-date, Aerospace Electric's stock has decreased by 2.77%, but it has seen a 4.86% increase over the last five trading days and a 10.98% increase over the last 20 trading days [1]. Group 2 - Aerospace Electric, established on December 30, 2001, and listed on July 26, 2004, specializes in high-end relays, connectors, micro motors, optoelectronic devices, and cable assemblies [2]. - The company's main business revenue composition includes 70.35% from connectors and integrated interconnection products, 22.49% from motors and control components, 3.39% from relays, 1.98% from optical communication devices, and 1.79% from other sources [2]. - As of September 30, 2025, Aerospace Electric reported a revenue of 4.349 billion yuan, representing an 8.87% year-on-year growth, while the net profit attributable to shareholders decreased by 64.53% to 146 million yuan [2]. Group 3 - Aerospace Electric has distributed a total of 1.367 billion yuan in dividends since its A-share listing, with 446 million yuan distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders include notable funds such as E Fund Defense Industry Mixed A and Huaxia Military Industry Safety Mixed A, which have increased their holdings [3].

Core Viewpoint - Aerospace Electric's stock price has experienced a decline of 12.97% year-to-date, with significant fluctuations in trading volume and net capital inflow, indicating potential investor concerns and market volatility [1][2]. Company Overview - Aerospace Electric Co., Ltd. was established on December 30, 2001, and listed on July 26, 2004. The company specializes in the research, production, and sales of high-end relays, connectors, micro motors, optoelectronic devices, and cable assemblies [2]. - The revenue composition of Aerospace Electric includes 70.35% from connectors and integrated interconnection products, 22.49% from motors and control components, 3.39% from relays, 1.98% from optical communication devices, and 1.79% from other sources [2]. Financial Performance - For the period from January to September 2025, Aerospace Electric achieved a revenue of 4.349 billion yuan, representing a year-on-year growth of 8.87%. However, the net profit attributable to shareholders decreased by 64.53% to 146 million yuan [2]. - The company has distributed a total of 1.367 billion yuan in dividends since its A-share listing, with 446 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders of Aerospace Electric increased by 4.69% to 23,600, with an average of 19,205 circulating shares per person, a decrease of 4.48% [2]. - Notable institutional shareholders include E Fund Defense Industry Mixed A, holding 17.0872 million shares, and Huaxia Military Industry Safety Mixed A, holding 15.0385 million shares, both of which have increased their holdings compared to the previous period [3].

Core Viewpoint - Aerospace Electric Co., Ltd. has experienced a decline in stock price this year, with a notable drop of 14.61% year-to-date and 23.35% over the past 60 days, despite a recent increase in stock price by 2.00% on November 28 [1][2]. Financial Performance - For the period from January to September 2025, Aerospace Electric reported a revenue of 4.349 billion yuan, representing a year-on-year growth of 8.87%. However, the net profit attributable to shareholders decreased by 64.53% to 146 million yuan [2]. - Cumulatively, the company has distributed 1.367 billion yuan in dividends since its A-share listing, with 446 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 23,600, up by 4.69% from the previous period. The average circulating shares per person decreased by 4.48% to 19,205 shares [2]. - The top ten circulating shareholders include notable funds such as E Fund Defense Industry Mixed A and Huaxia Military Industry Safety Mixed A, which have increased their holdings [3]. Market Activity - On November 28, the stock price reached 41.27 yuan per share, with a trading volume of 258 million yuan and a turnover rate of 1.41%. The total market capitalization stood at 18.795 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on January 15, where it recorded a net buy of -202 million yuan [1].

Core Viewpoint - Aerospace Electric's stock price has experienced a decline of 12.33% year-to-date, with significant trading activity and a recent increase in institutional holdings, indicating potential investor interest despite recent performance challenges [1][2][3]. Group 1: Stock Performance - As of November 24, Aerospace Electric's stock rose by 2.02% to 42.37 CNY per share, with a total market capitalization of 19.296 billion CNY [1]. - The stock has seen a year-to-date decline of 12.33%, with a 3.66% drop over the last five trading days and a 16.84% decline over the past 60 days [1]. - The company has appeared on the "龙虎榜" once this year, with a net buy of -202 million CNY on January 15, indicating significant selling pressure [1]. Group 2: Company Overview - Aerospace Electric, established on December 30, 2001, and listed on July 26, 2004, specializes in high-end relays, connectors, micro motors, optoelectronic devices, and cable assemblies [2]. - The revenue composition includes 70.35% from connectors and integrated products, 22.49% from motors and control components, 3.39% from relays, 1.98% from optical communication devices, and 1.79% from other sources [2]. - The company operates within the defense and military electronics sector, with involvement in concepts such as Beidou Navigation and commercial aerospace [2]. Group 3: Financial Performance - For the period from January to September 2025, Aerospace Electric reported a revenue of 4.349 billion CNY, reflecting a year-on-year growth of 8.87%, while the net profit attributable to shareholders decreased by 64.53% to 146 million CNY [2]. - Cumulatively, the company has distributed 1.367 billion CNY in dividends since its A-share listing, with 446 million CNY distributed over the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, the number of shareholders increased to 23,600, with an average of 19,205 shares held per shareholder, a decrease of 4.48% [2]. - Notable institutional shareholders include E Fund Defense Industry Mixed A and Huaxia Military Industry Safety Mixed A, which have increased their holdings [3].

Core Viewpoint - The company, AVIC Fushida Technology Co., Ltd., is leading the self-innovation in the RF interconnect field, focusing on high-end manufacturing and aiming for a comprehensive upgrade from core technology breakthroughs to system-level solutions [1] Business Performance - In the first half of the year, the company achieved a revenue of 408 million yuan and a net profit of 37.18 million yuan, representing year-on-year growth of 7.86% and 10.5% respectively, with accelerated growth in the second quarter [1] - The sales revenue of the core product, RF coaxial connectors, increased by 24.41% year-on-year in the first half of the year [1] Order Recovery and Strategic Expansion - Core business orders have significantly increased, leading to high capacity utilization, with production lines operating at near full capacity [2] - The company has made strategic advancements in emerging fields such as commercial aerospace, high-end industrial equipment, precision instruments, low-altitude economy, quantum computing, and medical sectors, which are beginning to contribute to revenue growth [2] Internal Operations and Profitability - The company is enhancing profitability through a "cost efficiency project" aimed at optimizing production processes, reducing costs, and improving operational efficiency [3] - This diversified and balanced business structure strengthens the company's ability to withstand fluctuations in any single industry [3] Future Growth Areas - The HTCC (High-Temperature Co-fired Ceramic) business is expected to be a significant growth driver, with market demand projected to exceed 100 million yuan by 2025 [4] - The commercial satellite sector is another strategic focus, with the company collaborating on major satellite projects and providing comprehensive product support [4] International Market Expansion - The overseas market has become a crucial support for the company's growth, with strong performance in RF coaxial connectors and cable components, particularly in Europe and Southeast Asia [5] - Future plans include deepening cooperation with leading clients in the communication sector and expanding overseas through international exhibitions and local service systems [5] R&D and Innovation - The company is committed to high levels of R&D investment, focusing on "high frequency, integration, and systematization" to build core competitiveness in the RF interconnect field [6] - Future R&D will target four main areas: RF connectors and components, high-performance cables, advanced ceramics, and RF links [7]

Core Viewpoint - Aerospace Electric has experienced a significant decline in stock price, dropping 3.23% on October 14, with a total decrease of 8.4% over the past four days, indicating potential concerns among investors regarding the company's performance and market conditions [1]. Company Overview - Aerospace Electric Co., Ltd. was established on December 30, 2001, and listed on July 26, 2004. The company is located in Guiyang Economic and Technological Development Zone, Guizhou Province, and specializes in the research, production, and sales of high-end relays, connectors, micro motors, optoelectronic devices, and cable assemblies [1]. - The revenue composition of Aerospace Electric is as follows: connectors and integrated interconnection products account for 70.35%, motor and control components 22.49%, relays 3.39%, optoelectronic devices 1.98%, and others 1.79% [1]. Shareholder Insights - The top circulating shareholder of Aerospace Electric is the Fortune Fund, which increased its holdings in the Fortune CSI Military Industry Leader ETF (512710) by 178.74 thousand shares in the second quarter, now holding a total of 526.9 thousand shares, representing 1.16% of the circulating shares [2]. - The ETF has incurred a floating loss of approximately 8.27 million yuan today and a total floating loss of 22.71 million yuan over the past four days of decline [2]. Fund Performance - The Fortune CSI Military Industry Leader ETF (512710) was established on July 23, 2019, with a current scale of 11.914 billion yuan. Year-to-date, it has achieved a return of 18.38%, ranking 2907 out of 4220 in its category; over the past year, it has returned 23.9%, ranking 2259 out of 3857; and since inception, it has returned 47.11% [2]. - The fund managers, Wang Lele and Niu Zhidong, have a cumulative tenure of 10 years and 10 years and 158 days, respectively, with significant variations in fund performance during their management periods [3]. Top Holdings - The Fortune Military Theme Mixed A Fund (005609) holds 268.13 thousand shares of Aerospace Electric, unchanged from the previous period, representing 3.67% of the fund's net value and ranking as the fourth-largest holding [4]. - This fund has also experienced a floating loss of approximately 4.21 million yuan today and a total floating loss of 11.56 million yuan over the past four days [4]. - The fund was established on March 29, 2018, with a current scale of 3.354 billion yuan, achieving a year-to-date return of 16.35%, ranking 5016 out of 8162, and a one-year return of 20.74%, ranking 4394 out of 8015 [4].

Group 1 - The core point of the news is that Aerospace Electric Co., Ltd. experienced a stock price increase of 5.04%, reaching 51.65 CNY per share, with a trading volume of 238 million CNY and a turnover rate of 1.04%, resulting in a total market capitalization of 23.523 billion CNY [1] - The company, established on December 30, 2001, and listed on July 26, 2004, is located in Guiyang, Guizhou Province, and specializes in the research, production, and sales of high-end relays, connectors, micro motors, optoelectronic devices, and cable assemblies [1] - The revenue composition of the company's main business includes: connectors and integrated interconnection products at 70.35%, motor and control components at 22.49%, relays at 3.39%, optical communication devices at 1.98%, and others at 1.79% [1] Group 2 - From the perspective of major fund holdings, Hongde Fund has one fund heavily invested in Aerospace Electric, specifically the Hongde High-end Equipment Mixed Initiation A (017866), which held 13,100 shares in the second quarter, accounting for 2.69% of the fund's net value, ranking as the fifth-largest holding [2] - The Hongde High-end Equipment Mixed Initiation A (017866) was established on June 20, 2023, with a latest scale of 18.64 million CNY, and has achieved a year-to-date return of 21.61%, ranking 4409 out of 8167 in its category, and a one-year return of 42.29%, ranking 2677 out of 8010 [2]