飞沃科技公告称，公司前期所披露的信息不存在需要更正、补充之处，且目前的经营情况及内外部经营环境未发生重大变化。 虽然飞沃科技披露2025年公司商业航天板块营收的占比仅0.05%（未经审计），但公司明确披露，其在该领域的主要客户为北京星河动力装备科技有限公司 （下称"星河动力"）、北京天兵科技有限公司（下称"天兵科技"）、安徽九州云箭航天技术有限公司、蓝箭航天空间科技股份有限公司（下称"蓝箭航天"） 等。提供的产品主要包括紧固件、钣金件和管路件等零部件，其应用于火箭的箭体和发动机。 此外，飞沃科技于2025年12月30日完成了新杉宇航60%的股权收购。标的公司经营范围主要为增材制造；增材制造装备制造、销售；3D打印服务；模具制 造、销售等。新杉宇航主营业务为金属3D打印服务，其产品主要包括液体火箭发动机零部件，如喷注器、燃烧室、收扩段、扩张段、涡轮泵等，还有航空 发动机叶片类及其他金属3D打印零部件。 商业航天"大牛股"飞沃科技（SZ301232，股价190.00元，市值142.81亿元）1月5日晚间再度发布异动公告，公司股票交易价格连续两个交易日收盘价格涨幅 偏离值累计达到30%以上，属于股票交易异动。对于市 ...

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。 ...

南财智讯12月19日电，三角防务公告，公司拟将"航空发动机叶片精锻项目"和"航空数字化集成中心项 目"的完成时间延长至2026年12月31日。其中，"航空发动机叶片精锻项目"计划投资金额48,868.56万 元，"航空数字化集成中心项目"计划投资金额8,273.10万元，资金来源均为募集资金，用途分别为建设 航空发动机叶片生产能力及飞机中后机身装配生产线。项目延期原因包括实施地点变更、审慎控制投资 进度、技术工艺难度较高及市场不确定性等。本次延期是基于公司实际情况的谨慎决定，不改变募集资 金投向，不会对公司生产经营和财务状况产生不利影响，有利于提高募集资金使用效益。公司将继续推 进项目实施，确保按期完成。 ...

近日，宝鸡西工钛科技股份有限公司（以下简称"西工钛"）在陕西证监局完成首次公开募股 （IPO）辅导备案，辅导机构为国金证券股份有限公司。 这一进展标志着这家注册资本超5000千万元的国家级专精特新"小巨人"，正式步入资本市场的 预备阶段。 记者丨 凌晨 编辑丨巫燕玲 值得一提的是，在全球钛产业链中，陕西省宝鸡市钛产业规模已位居首位。2024年宝鸡钛材加 工量突破17万吨、消费量超15万吨，应用场景包括航空航天、海洋工程用钛、3C电子、生物 医疗等新兴领域。中国钛工业第一股宝钛股份便坐落于此。 如今，以西工钛为代表的新一代钛企崛起，其从传统加工向高温合金等高端领域的战略转型路 径，正吸引国有资本与产业投资基金的密集布局。 这一现象不仅折射出资本市场对钛产业高端化、精密化发展方向的坚定看好，也被视为观察钛 工业结构升级的重要案例。 "宝钛老将"二次创业 股权穿透显示， 西工钛的法定代表人与实控人均为吴玉常。而在公开信息中，吴玉常是经验 丰富的"宝钛老将" 。 吴玉常1981年进入宝钛集团，从生产一路干到销售、管理，十年车间主任的经历，在钛行业浸 泡了四十余年。 2000年后，他二次创业。他的创业路径很典型——依附 ...

Core Viewpoint - Xi'an Xigong Titanium Technology Co., Ltd. (referred to as "Xigong Titanium") has completed its IPO guidance filing with the Shaanxi Securities Regulatory Bureau, marking its entry into the preparatory stage for capital market access [1] Group 1: Company Overview - Xigong Titanium has a registered capital exceeding 500 million yuan and is recognized as a national-level specialized and innovative "little giant" [1] - The company has transitioned from traditional processing to high-end fields such as high-temperature alloys, attracting significant interest from state-owned capital and industrial investment funds [1][2] - The legal representative and actual controller of Xigong Titanium is Wu Yuchang, a veteran in the titanium industry with over 40 years of experience [1] Group 2: Market Position and Strategy - Xigong Titanium has achieved an annual production capacity of 5,000 tons of large-diameter, high-performance titanium alloy bars and rings, covering over 50 product models with a market share exceeding 30% [2] - The company has entered the large-diameter bar industry by acquiring patented technology from the Institute of Metal Research, Chinese Academy of Sciences, focusing on high-temperature titanium alloys for aerospace applications [2][3] - The demand for high-end titanium materials is driven by the growth in the aerospace sector, including the production of the domestically manufactured C919 aircraft [4] Group 3: Investment and Growth Potential - Recent capital influx includes investments from various state-owned and industrial institutions, indicating strong market confidence in Xigong Titanium's growth potential in high-end titanium alloy materials [3][4] - The IPO fundraising is primarily aimed at expanding production capacity to meet increasing downstream orders, particularly in the aerospace and military sectors [4] - The titanium industry is entering a new growth cycle, with significant demand expected from both aerospace and consumer electronics sectors, projecting a compound annual growth rate of 68.5% for titanium used in civil aviation from 2024 to 2027 [4][6] Group 4: Competitive Landscape and Challenges - Xigong Titanium's differentiation in the large-diameter bar sector provides a competitive edge, but the company remains sensitive to changes in defense budgets and related industrial policies due to its focus on the aerospace sector [6] - The company faces ongoing competition from leading firms like BaoTi Co., Ltd. and West Materials, as well as challenges related to raw material price fluctuations and rapid technological advancements in the industry [6]

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 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].

Core Viewpoint - The company, Hangya Technology, is experiencing a decline in stock price and trading volume, while maintaining a significant presence in the aviation and medical device sectors, benefiting from the depreciation of the RMB [1][4]. 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 [3][8]. - 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 Recognition - Hangya Technology has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [3]. - The company’s products cover major engine models such as Safran LEAP, CFM 56, and GE Aviation's CF34, with applications in Boeing and Airbus aircraft [2]. Group 3: Financial Performance and Shareholder Information - The company’s overseas revenue accounts for 53.54% of total revenue, benefiting from the depreciation of the RMB [4]. - As of the latest report, the number of shareholders has decreased by 19.08%, while the average circulating shares per person increased by 23.58% [9].