股东会作为公司权力机构，依法行使多项职权，包括选举董事、审议财务方案、决定重大交易和担保事 项等。股东会分为年度股东会和临时股东会，召开需遵循严格的召集、提案、通知和表决程序。董事由 股东会选举产生，任期三年，可连选连任，需遵守忠实和勤勉义务。 2025年10月10日，炼石航空科技股份有限公司对公司章程进行修订，旨在进一步规范公司组织与行为， 维护股东、职工和债权人合法权益。本次修订涵盖公司经营宗旨、股份管理、股东与股东会、党组织建 设、董事与董事会、高级管理人员、财务与审计等多方面内容。 炼石航空的经营宗旨为提供更优质、更高效、更低成本的航空零部件产品。公司经营范围包括飞机及发 动机零部件、燃气轮机零部件、无人机及系统、超高温合金的研发制造等，以及有色金属矿产开发和货 物技术进出口业务。 在股份方面，公司目前注册资本8.73100876亿元，股份总数87,310.0876万股，均为普通股。公司可通过 多种方式增减资本，在特定情形下可收购本公司股份，并对股份转让作出限制。股东享有获取股利、参 与股东会等权利，同时需承担遵守章程、缴纳股款等义务。 财务会计制度方面，公司需按规定披露定期报告，分配利润时应提取法定 ...

10月9日，豪能股份跌5.23%，截至发稿，报15.76元/股，成交6.59亿元，换手率4.49%，总市值144.96亿 元。 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。 数据显示，中银证券旗下1只基金重仓豪能股份。中银证券远见价值混合A（014179）二季度持有股数 8.12万股，占基金净值比例为2.21%，位居第七大重仓股。根据测算，今日浮亏损失约7.07万元。 责任编辑：小浪快报 中银证券远见价值混合A（014179）成立日期2021年12月24日，最新规模5217.54万。今年以来收益 48.11%，同类排名1448/8238；近一年收益34.07%，同类排名2580/8082；成立以来亏损13.86%。 资料显示，成都豪能科技股份有限公司位于四川省成都经济技术开发区南二路288号，成立日期2006年9 月25日，上市日期2017年11月28日，公司主营业务涉及汽车变速器用同步器组件的研发、生产和销售。 主营业务收入构成为：同步器48.89%，差速器21.21 ...

从基金十大重仓股角度 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。 数据显示，万家基金旗下1只基金重仓豪能股份。万家瑞兴A（001518）二季度持有股数24.53万股，占 基金净值比例为4.28%，位居第五大重仓股。根据测算，今日浮亏损失约21.34万元。 责任编辑：小浪快报 万家瑞兴A（001518）成立日期2015年7月23日，最新规模8752.11万。今年以来收益51.31%，同类排名 1230/8238；近一年收益42.97%，同类排名1785/8082；成立以来收益131.53%。 10月9日，豪能股份跌5.23%，截至发稿，报15.76元/股，成交6.58亿元，换手率4.49%，总市值144.96亿 元。 万家瑞兴A（001518）基金经理为汪洋。 资料显示，成都豪能科技股份有限公司位于四川省成都经济技术开发区南二路288号，成立日期2006年9 月25日，上市日期2017年11月28日，公司主营业务涉及汽车变速器用同步器组件的研发、生产和销售。 主营业务收 ...

Core Insights - The article emphasizes the complexity of the production process for aerospace components, highlighting the importance of forging and casting techniques as foundational methods in the industry [1][6]. Group 1: Key Technologies in Aerospace Components - Aerospace components rely on five core technologies: integral blade disk manufacturing, cutting technology, special processing technology, engine casing manufacturing technology, and thermal barrier coating technology [4][6]. - Integral blade disks are crucial for the structural innovation of next-generation engines, reducing weight and part count while improving reliability [6]. - Cutting technology is essential for manufacturing heavy components of aircraft engines, increasingly relying on difficult-to-machine materials like titanium and high-temperature alloys [6]. - Special processing technologies, such as high-energy beam processing, excel in machining complex geometries and difficult materials [6]. - Engine casing manufacturing involves various materials depending on the operational temperature, including resin-based composites and high-temperature alloys [6]. - Thermal barrier coating technology enhances the durability and thermal protection of critical engine components [6]. Group 2: Importance of Non-Destructive Testing and Heat Treatment - Non-destructive testing is vital in ensuring the quality of each manufacturing step in aerospace component production, preventing defects from propagating through the process [7]. - Heat treatment processes, including heating, holding, and cooling, are employed to alleviate internal stresses in metal components, significantly improving their mechanical properties [10]. Group 3: Future Trends in Aerospace Component Technology - The future of aerospace component technology is focused on multi-faceted innovation, with advancements in composite materials and manufacturing techniques aimed at efficiency and cost reduction [11]. - The use of resin-based composites is increasing, with significant weight reductions observed in various aircraft models [14]. - New manufacturing techniques for large, integral wall panels are becoming essential for enhancing structural efficiency and reducing costs [14]. - High-energy beam processing and special welding techniques are gaining traction in the industry, addressing challenges in machining and assembly [14].

Company Overview - Haoneng Co., Ltd. is located in Chengdu Economic and Technological Development Zone, established on September 25, 2006, and listed on November 28, 2017. The company specializes in the research, production, and sales of synchronizer components for automotive transmissions [1][2]. Financial Performance - For the first half of 2025, Haoneng achieved operating revenue of 1.253 billion yuan, representing a year-on-year growth of 10.30%. The net profit attributable to shareholders was 184 million yuan, up 13.45% year-on-year [2]. - Since its A-share listing, Haoneng has distributed a total of 626 million yuan in dividends, with 278 million yuan distributed over the past three years [3]. Stock Performance - As of September 25, Haoneng's stock price was 16.24 yuan per share, with a year-to-date increase of 84.71%. Over the last five trading days, the stock has decreased by 2.70%, while it has increased by 7.34% over the last 20 days and 10.48% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 8, where it recorded a net purchase of 71.99 million yuan [1]. Shareholder Information - As of June 30, 2025, Haoneng had 36,700 shareholders, a decrease of 9.56% from the previous period. The average number of circulating shares per shareholder increased by 48.28% to 23,410 shares [2]. - Among the top ten circulating shareholders, Yongying Advanced Manufacturing Smart Selection Mixed Fund (018124) is the fourth largest with 30.14 million shares, while Penghua Carbon Neutral Theme Mixed Fund (016530) is the ninth largest with 20.09 million shares, both being new shareholders [3]. Business Segments - The main business revenue composition of Haoneng includes synchronizers (48.89%), differentials (21.21%), other components (14.50%), aerospace parts (13.22%), and supplementary items (2.19%) [1].

宏利效率优选混合(LOF)（162207）基金经理为吴华。 截至发稿，吴华累计任职时间11年182天，现任基金资产总规模5.24亿元，任职期间最佳基金回报 75.43%， 任职期间最差基金回报-18.19%。 9月19日，豪能股份跌5.33%，截至发稿，报15.80元/股，成交3.27亿元，换手率2.36%，总市值135.86亿 元。 资料显示，成都豪能科技股份有限公司位于四川省成都经济技术开发区南二路288号，成立日期2006年9 月25日，上市日期2017年11月28日，公司主营业务涉及汽车变速器用同步器组件的研发、生产和销售。 主营业务收入构成为：同步器48.89%，差速器21.21%，其他14.50%，航空零部件13.22%，其他(补 充)2.19%。 从基金十大重仓股角度 数据显示，宏利基金旗下1只基金重仓豪能股份。宏利效率优选混合(LOF)（162207）二季度持有股数 162.52万股，占基金净值比例为6.42%，位居第三大重仓股。根据测算，今日浮亏损失约144.64万元。 宏利效率优选混合(LOF)（162207）成立日期2006年5月12日，最新规模3.87亿。今年以来收益17.64%， 同 ...

Group 1 - The stock price of Haoneng Co., Ltd. increased by 5.74% on September 17, reaching 16.76 CNY per share, with a trading volume of 333 million CNY and a turnover rate of 2.31%, resulting in a total market capitalization of 14.411 billion CNY. The stock has risen for four consecutive days, with a cumulative increase of 9.69% during this period [1] - Haoneng Co., Ltd. was established on September 25, 2006, and went public on November 28, 2017. The company specializes in the research, production, and sales of synchronizer components for automotive transmissions [1] - The revenue composition of Haoneng Co., Ltd. includes synchronizers at 48.89%, differentials at 21.21%, other components at 14.50%, aerospace parts at 13.22%, and additional items at 2.19% [1] Group 2 - According to data from the top ten holdings of funds, Wanji Fund has one fund heavily invested in Haoneng Co., Ltd. The Wanji Ruixing A fund (001518) held 245,300 shares in the second quarter, accounting for 4.28% of the fund's net value, making it the fifth-largest holding. The estimated floating profit today is approximately 223,200 CNY, with a total floating profit of 343,400 CNY during the four-day increase [2] - The Wanji Ruixing A fund (001518) was established on July 23, 2015, and has a latest scale of 87.5211 million CNY. Year-to-date returns are 48.06%, ranking 1002 out of 8172 in its category; the one-year return is 74.18%, ranking 1413 out of 7980; and since inception, the return is 126.55% [2]

太平智远三个月定期开放股票发起式（013414）成立日期2021年8月25日，最新规模5.1亿。今年以来收 益43.57%，同类排名668/4222；近一年收益68.37%，同类排名1296/3804；成立以来收益14.54%。 太平智远三个月定期开放股票发起式（013414）基金经理为徐闯、刘金。 截至发稿，徐闯累计任职时间2年75天，现任基金资产总规模8.85亿元，任职期间最佳基金回报 49.78%， 任职期间最差基金回报9.18%。 9月16日，豪能股份涨5.05%，截至发稿，报15.80元/股，成交8.45亿元，换手率6.38%，总市值135.86亿 元。豪能股份股价已经连续3天上涨，区间累计涨幅4.08%。 资料显示，成都豪能科技股份有限公司位于四川省成都经济技术开发区南二路288号，成立日期2006年9 月25日，上市日期2017年11月28日，公司主营业务涉及汽车变速器用同步器组件的研发、生产和销售。 主营业务收入构成为：同步器48.89%，差速器21.21%，其他14.50%，航空零部件13.22%，其他(补 充)2.19%。 从基金十大重仓股角度 数据显示，太平基金旗下1只基金重仓豪能股份。 ...

Company Overview - Guangyun Da Optical Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on October 25, 2005. The company went public on June 8, 2011. Its main business involves providing laser application services and innovative solutions for intelligent manufacturing in the fields of electronic information and aerospace [1][2]. Financial Performance - For the first half of 2025, Guangyun Da achieved operating revenue of 498 million yuan, representing a year-on-year growth of 7.08%. However, the net profit attributable to shareholders decreased by 86.66% to 1.78 million yuan [2]. - Since its A-share listing, the company has distributed a total of 80.61 million yuan in dividends, with 12.36 million yuan distributed over the past three years [3]. Stock Performance - As of September 16, Guangyun Da's stock price increased by 2.07% to 9.38 yuan per share, with a total market capitalization of 5.104 billion yuan. The stock has risen by 12.61% year-to-date, with a 4.34% increase over the last five trading days [1]. - The company experienced a net outflow of 2.1645 million yuan in principal funds, with large orders accounting for 21.55% of purchases and 20.75% of sales [1]. Shareholder Information - As of September 10, the number of shareholders for Guangyun Da was 38,600, a decrease of 7.36% from the previous period. The average number of circulating shares per person increased by 7.95% to 10,686 shares [2]. Business Segmentation - The company's revenue composition is as follows: laser application services (48.63%), intelligent equipment (24.64%), aerospace components (19.54%), lasers (5.74%), and leasing and others (1.46%) [1]. - Guangyun Da is classified under the machinery and equipment sector, specifically in automation equipment and laser devices, and is associated with concepts such as large aircraft, military-civil integration, Chengfei concept, aerospace military industry, and drones [1].

9月16日，豪能股份（维权）盘中上涨2.06%，截至10:10，报15.35元/股，成交2.65亿元，换手率 2.03%，总市值131.99亿元。 豪能股份所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：成飞概念、大飞 机、商业航天（航天航空）、航天军工、铁路基建等。 截至6月30日，豪能股份股东户数3.67万，较上期减少9.56%；人均流通股23410股，较上期增加 48.28%。2025年1月-6月，豪能股份实现营业收入12.53亿元，同比增长10.30%；归母净利润1.84亿元， 同比增长13.45%。 分红方面，豪能股份A股上市后累计派现6.26亿元。近三年，累计派现2.78亿元。 机构持仓方面，截止2025年6月30日，豪能股份十大流通股东中，永赢先进制造智选混合发起A （018124）位居第四大流通股东，持股3013.83万股，为新进股东。鹏华碳中和主题混合A（016530）位 居第九大流通股东，持股2008.83万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流出2531.07万元，特大单买入1092.28万元，占比4.12%，卖出1659.88万 元，占比 ...