证券日报网1月9日讯 ，华秦科技在接受调研者提问时表示，华秦航发以航空航天零部件精密加工为基 础，不断拓展企业客户及产品边界。其航空零部件智能加工与制造项目基本投产，并持续开展零部件工 序验证工作。华秦航发已掌握针对钛合金、高温合金等难加工材料的航空发动机、燃气轮机零部件加工 技术，其航空航天复杂零部件柔性加工技术研发进展顺利，已在多个方向上取得从原理验证到小批量试 制的阶段性成果，部分技术准备转入工程化应用阶段。汉正航材超细晶改性技术研发与产业化项目目前 已建设两条ACDR生产线，一条超细晶棒材产线，目前该三条产线正在开展产品试制与验证工作。汉正 航材研发生产的超细晶轴承已向国内大型新能源汽车生产配套厂商批量供货，标志着汉正航材超细晶轴 承正式切入新能源汽车轴承领域，并快速向其它高端轴承行业拓展，商用车改性高强长寿命轮毂等配件 已生产并交付验证；无取向超细晶管材在特种行业、能源、核电、海洋装备等领域开展试制验证工作； 汉正航材使用独有的ACDR旋轧技术研制出燃气轮机用大尺寸钛合金盘件目前正在开展试制验证工作。 （文章来源：证券日报） ...

投资者提问： 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘回答(利君股份SZ002651)： 投资者您好，公司全资子公司德坤航空主营航空航天零部件制造业务，目前该公司生产经营一切正常， 公司经营情况、经营业绩等相关信息请关注公司披露的定期报告。感谢您的关注！查看更多董秘问答 >> 董秘您好，公司在商业航天领域起步较早，请问公司目前航空航天业务在总营收中占比是多少？公司的 产品有没有应用于长征系列火箭，朱雀系列火箭呢？谢谢回复。 ...

今年以来，沈北新区营商局立足服务提质增效，在投资项目"一站式"服务专区的基础上，升级打造项目 服务综合体——"沈北政好·项目会客厅"，变"柜台式"审批为"同桌式"交流，形成以项目需求为圆心、以 集成服务为半径的全流程服务闭环，内设综合受理区、工作研讨区、"企业之家"，并为每一个重点项目 配备一名"项目管家"，提供全生命周期负责制的帮代办服务。 （来源：沈阳日报） 为进一步拓展项目服务的内涵和覆盖面，沈北新区营商局锚定项目实际需求，围绕"项目招商、手续审 批、施工建设、竣工验收、投产运营"5个阶段，在原有的政务审批服务基础上，梳理形成"营商增值服 务矩阵图"，为企业提供"联合中介服务、政务服务进园区、政企连心桥、法律、金融"等17项增值服 务，进一步拓展服务业态和能级，推动"沈北政好·项目会客厅"超越审批本身，综合赋能项目全生命周 期，改革成果在全省推广。 转自：沈阳日报 本报讯（沈阳日报、沈报全媒体记者李莉）近日，占地约1.92万平方米、建筑面积约1.44万平方米，建 设涵盖办公楼、研发中心、生产车间的新阳航空航天零部件项目办结竣工验收备案，在沈北新区正式投 产运营。 自今年3月该项目办理施工许可证开始施工建 ...

今日晚间重要公告抢先看——20CM两连板超捷股份航空航天零部件业务和人形机器人业务营收占公司 营收比重较小；*ST美谷实施资本公积金转增股本事项，股票停牌；通光线缆预中标国家电网项目1.39 亿元。 【重大事项】 20CM两连板超捷股份：截至2025年9月30日公司航空航天零部件业务和人形机器人业务营收占公司营 收比重较小 超捷股份（301005）公告，公司股票于2025年12月23日至25日连续三个交易日收盘价格涨幅偏离值累计 超过30%，属于股票交易异常波动的情形。公司控股股东上海毅宁投资有限公司在此期间通过大宗交易 方式减持了部分公司股份，本次减持已按计划预先披露并与计划一致。截至2025年9月30日，公司航空 航天零部件和人形机器人业务营收占比小。公司目前经营情况及内外部环境未发生重大变化，不存在应 披露而未披露的信息。公司将继续履行信息披露义务，提醒投资者注意投资风险。 海科新源：与湖南法恩莱特签订战略合作协议预计电解液溶剂及添加剂供货量27万吨 海科新源（301292）公告，公司与湖南法恩莱特新能源科技有限公司签署《战略合作暨原材料供货协 议》，法恩莱特在协议有效期内(2026年1月1日至2028 ...

格隆汇12月25日丨超捷股份(301005.SZ)公布股价异常波动公告，截至2025年9月30日，公司航空航天零 部件业务和人形机器人业务营收占公司营收比重较小，请广大投资者理性投资，注意投资风险。 ...

上市表现 市值接近9400亿卢比 引言 印度制造业最近又有大动作。来自卡纳塔克邦（Karnataka）的综合制造集团Aequs Limited 正式在印度 股票市场上市，开盘价比发行价高出近13%，市值逼近千亿卢比（约合人民币约77亿元）。 ▍来源：中外玩具网 文/编辑：Jane/Salas 公司背景从"高精尖"跨向"高产能" Aequs成立于2006年，是印度少数能做航空航天精密制造的企业之一，也是全球知名飞机厂家美国波音 和法国空客的供应商。但它并没有满足于只做"高精尖"，反而在过去几年不断把触角伸向消费品、玩 具、塑胶件、电子零部件等更大规模的制造领域。 尤其是玩具业务，虽然目前占比不算最高，但增长速度非常快，已经成了公司重点押注的方向之一。早 在2016年，公司就开设了20万平方英尺（约1.86万平方米）的玩具厂房，到2021年更是建造了一个拥有 玩具制造所需的注塑、模具、喷涂、组装等工序的专业制造园区（）——这也是Aequs的优势所在。加 上印度政府这几年对玩具制造的政策扶持，Aequs 的成本结构和出口激励都相当可观，吸引了不少欧美 品牌把订单往印度转移。 Aequs这几年拿下的玩具订单，大多来自 ...

编号：2025-014 投资者关系 活动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他（电话会议） 参与单位名称及 人员姓名 1、中泰证券：陈鼎如、马梦泽、金晓溪 2、银河基金：金寿鹏 3、长城基金：杨维维 4、中金资管：马骁芃 5、新华基金：刘海彬 6、平安基金：胡扬帆 7、金信基金：吉哲 8、前海开源：林汉耀 9、中信建投基金：张婧怡 10、毅达资本：李凡 11、丹寅投资：高骐 12、上海利多星证券投资有限公司：张志珍 13、利多星上海投资管理有限公司：林毅 时间 2025 年 12 月 11 日 地点 济南 上市公司接待 人员姓名 董事会秘书：毕恒恬先生 证券事务专员：刘金昊女士 债券代码：123182 债券简称：广联转债 证券代码：300900 证券简称：广联航空 广联航空工业股份有限公司 投资者关系活动记录表 3、董秘你好，公司可转债的存续期管理与转股推进，如何 与公司长期价值提升形成良性互动？ | | 一、介绍会议基本情况 | | --- | --- | | | 刘金昊女士对公司基本情况进行介绍。 | | | 二、交流互动环节 | | | 交流的主要问题 ...

Core Viewpoint - Guanglian Aviation is a prominent private supplier of aerospace industrial supporting products in China, focusing on high-end equipment research, production, and manufacturing in both military and civilian sectors [1][2]. Group 1: Company Overview - Guanglian Aviation specializes in the research, production, and manufacturing of aerospace high-end equipment, covering military and civilian fields, including aviation tooling, aerospace components, and drone products [1]. - The company has participated in several large aircraft development projects approved by the state, including being a supplier for components and tooling for the C919 large passenger aircraft and the AG600 amphibious aircraft [1]. Group 2: Business Strategy - The company adheres to an integrated development strategy across "sea, land, air, and space," leveraging core technologies from the aerospace sector to extend into emerging fields [2]. - Guanglian Aviation's business segments are categorized as follows: "sea" as a strategic growth area focusing on deep-sea equipment and civilian vessels; "land" as a potential growth area targeting robotics and industrial automation; "air" as the core business focusing on deepening customer cooperation; and "space" as a key area for breakthroughs in private aerospace manufacturing [2]. Group 3: Market Position and Opportunities - The company is rapidly entering the commercial aerospace industry through a dual-path approach of acquiring quality targets and deep industry-academia collaboration, forming a dual-dimensional business matrix covering key products in commercial rockets and satellite components [3]. - Current industry trends show accelerated domestic substitution and the rise of emerging fields, supported by national policies, providing multiple development opportunities for the company [3]. Group 4: Order Structure and Growth Drivers - The shift from "large customer bulk delivery" to "multiple customer orders" reflects the company's strategy for customer diversification and the impact of industry cyclicality, which is expected to enhance the company's resilience and growth potential [4]. - Future growth will rely on steady growth in traditional businesses, breakthroughs in emerging business scales, and the release of scale effects, with paths including technology iteration, new business implementation, and operational efficiency improvements [4].

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [1] Core Views - The company is expected to face slight pressure on its performance in Q3 2025, but it has strong order reserves in multiple sectors such as oil and gas, hydraulic systems, and aerospace, which are expected to drive growth [4][7] - The company is focusing on expanding its deep-sea engineering and overseas markets through a convertible bond project, which aims to enhance its production capacity in specialized materials [4][7] - The "self-production + collaborative manufacturing" model is anticipated to support the growth of various product lines and the capacity expansion in the aerospace sector [5][7] Financial Performance Summary - The company achieved revenue of 672 million yuan in Q1-Q3 2025, representing a year-on-year increase of 7%, with a net profit of 49.9 million yuan, up 8% year-on-year [7] - Revenue projections for 2025-2027 are 1,096 million yuan, 1,247 million yuan, and 1,419 million yuan, respectively, with corresponding net profits of 94 million yuan, 110 million yuan, and 128 million yuan [5][8] - The company’s earnings per share (EPS) are projected to be 0.93 yuan in 2025, 1.09 yuan in 2026, and 1.26 yuan in 2027, with a price-to-earnings (P/E) ratio decreasing from 26 in 2025 to 19 in 2027 [5][8] Business Development and Strategy - The company is advancing its "intelligent flexible production line for valves" and "high-end casting and processing expansion" projects through a 120 million yuan convertible bond issuance [7] - The Thai subsidiary is expected to reach a production value target of 100 million yuan by 2026, contributing to the overall growth and margin improvement [7] - The company has established a supply chain system with over 300 collaborative manufacturers, enhancing operational efficiency and supporting its growth strategy [7]

Investment Rating - The report maintains a "Strong Buy" rating for the company, with a target price range of 17.1 to 19.9 yuan [2][8]. Core Insights - The company's Q3 performance met expectations, with revenue of 1.89 billion yuan for the first three quarters, a year-on-year increase of 12%, and a net profit attributable to shareholders of 270 million yuan, up 9.1% year-on-year [2][8]. - The growth in revenue is primarily driven by the increase in differential gears and aerospace components [8]. - The company is steadily advancing its robotics layout, which opens up growth opportunities in the future [8]. Financial Summary - **Revenue Forecast**: Projected total revenue for 2024 is 2.36 billion yuan, with a year-on-year growth rate of 21.3%. This is expected to grow to 2.79 billion yuan in 2025, 3.32 billion yuan in 2026, and 4.01 billion yuan in 2027, with growth rates of 18.1%, 19.0%, and 21.0% respectively [4][9]. - **Net Profit Forecast**: The net profit attributable to shareholders is forecasted to be 322 million yuan in 2024, increasing to 404 million yuan in 2025, 524 million yuan in 2026, and 658 million yuan in 2027, with corresponding growth rates of 76.9%, 25.6%, 29.6%, and 25.8% [4][9]. - **Earnings Per Share (EPS)**: EPS is projected to rise from 0.35 yuan in 2024 to 0.72 yuan in 2027 [4][9]. - **Valuation Ratios**: The price-to-earnings (P/E) ratio is expected to decrease from 39 times in 2024 to 19 times in 2027, while the price-to-book (P/B) ratio is projected to decline from 4.1 times to 2.7 times over the same period [4][9]. Business Development - The company has achieved full industrial chain manufacturing capabilities for differential gears, with a strong order reserve and ongoing R&D projects [8]. - The investment in an intelligent manufacturing center for aerospace components is progressing well, which is expected to enhance market proximity and reduce service costs [8]. - The company is expanding its production capacity for electric vehicle components and has established significant partnerships in the robotics sector, indicating a robust growth trajectory in this area [8].