朋友们，元旦假期刚过，中国商业航天就扔出了一枚重磅消息：被称作"中国SpaceX"的蓝箭航天，它的科创板IPO申请状态已经变成了"已受理"，计划融资 75个亿。 这意味着，普通人投资中国版"马斯克"太空梦想的大门，正被缓缓推开。 你可能会想，这跟我们普通投资者有什么关系？ 直接买它的股票不就好了。 事情没那么简单，且不说科创板有门槛，就算能买，上市后的价格波动也充满 未知。 但有一件事是确定的：一家公司从创业到上市，最早一批陪伴它成长的合作伙伴和股东，往往能获得最丰厚的回报。 在A股市场里，有四家上市公司已经和蓝箭航天绑在了一起。 它们有的直接是大股东，有的是供应链上的关键一环。 蓝箭航天这艘火箭冲向资本市场，到 底会把哪家公司带得更高？ 我们今天就来拆解一下这四位"航天合伙人"。 首先登场的是金风科技。 你可能知道它是全球风电设备的老大，风机装遍了世界各地。 但你可能不知道，它旗下的投资平台"江瀚资产"，悄悄持有了蓝箭 航天4.14%的股份，是第六大股东。 这还不够，金风科技控股的另一只基金还持有蓝箭航天5.9562%的股份。 算下来，金风科技方面合计持股比例达到了 10.0962%。 | 销售净利率 | ...

12月29日，派克新材盘中上涨3.74%，截至09:35，报104.26元/股，成交2.26亿元，换手率1.82%，总市 值126.33亿元。 资金流向方面，主力资金净流入262.17万元，特大单买入522.60万元，占比2.31%，卖出637.90万元，占 比2.82%；大单买入2973.12万元，占比13.16%，卖出2595.65万元，占比11.49%。 派克新材所属申万行业为：国防军工-航空装备Ⅱ-航空装备Ⅲ。所属概念板块包括：燃气轮机、核聚 变、军民融合、大飞机、商业航天（航天航空）等。 截至9月30日，派克新材股东户数1.49万，较上期增加0.58%；人均流通股8150股，较上期减少0.58%。 2025年1月-9月，派克新材实现营业收入26.81亿元，同比增长8.04%；归母净利润2.37亿元，同比减少 3.84%。 分红方面，派克新材A股上市后累计派现4.60亿元。近三年，累计派现3.73亿元。 机构持仓方面，截止2025年9月30日，派克新材十大流通股东中，国投瑞银国家安全混合A（001838） 位居第四大流通股东，持股223.98万股，相比上期增加13.08万股。香港中央结算有限公司位居第 ...

12月23日，派克新材盘中上涨2.13%，截至09:51，报87.43元/股，成交1.38亿元，换手率1.32%，总市值 105.94亿元。 资金流向方面，主力资金净流出1049.69万元，特大单买入0.00元，占比0.00%，卖出461.39万元，占比 3.35%；大单买入2578.91万元，占比18.73%，卖出3167.21万元，占比23.00%。 派克新材今年以来股价涨64.96%，近5个交易日涨0.40%，近20日涨27.92%，近60日涨25.10%。 责任编辑：小浪快报 派克新材所属申万行业为：国防军工-航空装备Ⅱ-航空装备Ⅲ。所属概念板块包括：军民融合、大飞 机、核聚变、燃气轮机、商业航天（航天航空）等。 截至9月30日，派克新材股东户数1.49万，较上期增加0.58%；人均流通股8150股，较上期减少0.58%。 2025年1月-9月，派克新材实现营业收入26.81亿元，同比增长8.04%；归母净利润2.37亿元，同比减少 3.84%。 分红方面，派克新材A股上市后累计派现4.60亿元。近三年，累计派现3.73亿元。 机构持仓方面，截止2025年9月30日，派克新材十大流通股东中，国投瑞银国 ...

Group 1 - The core viewpoint of the news is that Parker New Materials has shown a significant stock price increase of 38.16% year-to-date, despite a recent decline of 2.92% over the last five trading days [2] - As of November 13, the stock price reached 73.23 yuan per share, with a market capitalization of 8.873 billion yuan [1] - The company reported a revenue of 2.681 billion yuan for the period from January to September 2025, reflecting a year-on-year growth of 8.04%, while the net profit attributable to shareholders decreased by 3.84% to 237 million yuan [2] Group 2 - Parker New Materials specializes in the research, production, and sales of metal forgings, with its main revenue sources being power forgings (38.84%), aerospace forgings (24.63%), and petrochemical forgings (16.15%) [2] - The company has distributed a total of 460 million yuan in dividends since its A-share listing, with 373 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased to 14,900, with an average of 8,150 circulating shares per person [2]

Core Viewpoint - Parker New Material's stock price has experienced a decline recently, despite a year-to-date increase of 27.98% [2] Financial Performance - For the period from January to September 2025, Parker New Material achieved a revenue of 2.681 billion yuan, representing a year-on-year growth of 8.04%. However, the net profit attributable to shareholders decreased by 3.84% to 237 million yuan [2] - Cumulative cash dividends since the company's A-share listing amount to 460 million yuan, with 373 million yuan distributed over the past three years [3] Stock Market Activity - As of November 4, Parker New Material's stock price was 67.83 yuan per share, with a market capitalization of 8.219 billion yuan. The stock saw a trading volume of 99.968 million yuan and a turnover rate of 1.20% [1] - In terms of capital flow, there was a net outflow of 1.5667 million yuan from main funds, with large orders accounting for 16.14% of purchases and 13.54% of sales [1] Shareholder Structure - As of September 30, 2025, the number of shareholders for Parker New Material was 14,900, an increase of 0.58% from the previous period. The average number of circulating shares per person decreased by 0.58% to 8,150 shares [2] - Notable shareholders include Guotou Ruijin National Security Mixed A, which holds 2.2398 million shares, and Hong Kong Central Clearing Limited, holding 1.8388 million shares, both of which increased their holdings compared to the previous period [3]

Group 1: Company Performance Highlights - Hu Silicon Industry (688126.SH) achieved a revenue of 1.697 billion CNY in H1 2025, a year-on-year increase of 8.16%[9] - Jingzhida (688627.SH) reported a revenue of 444 million CNY in H1 2025, up 22.68% year-on-year[12] - Kingsoft Office (688111.SH) generated a revenue of 2.657 billion CNY in H1 2025, reflecting a 10.12% increase year-on-year[22] Group 2: Market Trends and Projections - The average selling price of 200mm semiconductor wafers has slightly rebounded due to product mix changes, although the market for 200mm and below wafers remains weak[11] - The smart connected vehicle market for wireless communication modules is projected to grow from 2.3 billion CNY in 2020 to 5 billion CNY by 2024, with a CAGR of 21%[19] - The lithium battery equipment sector is expected to see a resonance of cycles and growth, potentially leading to a "Davis Double" effect due to domestic leadership in integration[36] Group 3: Investment Ratings and Forecasts - Hu Silicon Industry is projected to have EPS of 0.02, 0.09, and 0.13 CNY for 2025-2027, maintaining a "recommend" rating[11] - Jingzhida's EPS forecast for 2025-2027 is 1.92, 2.88, and 3.80 CNY, with a "recommend" rating[16] - Kingsoft Office's projected net profit for 2025-2027 is 1.768 billion, 2.150 billion, and 2.693 billion CNY, with a strong recommendation rating[24] Group 4: Risk Factors - Risks include lower-than-expected downstream demand, intensified market competition, and potential technological iteration risks across various sectors[17][35]

华商创新成长混合发起式A（000541）基金经理为厉骞。 截至发稿，厉骞累计任职时间5年299天，现任基金资产总规模92.66亿元，任职期间最佳基金回报 180.86%， 任职期间最差基金回报-26.69%。 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。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，华商基金旗下1只基金重仓派克新材。华商创新成长混合发起式A（000541）二季度持有股 数20.42万股，占基金净值比例为1.8%，位居第十大重仓股。根据测算，今日浮亏损失约74.33万元。 华商创新成长混合发起式A（000541）成立日期2014年3月18日，最新规模7.24亿。今年以来收益 54.55%，同类排名570/8160；近一年收益53.71%，同类排名980/8021；成立以来收益245.07%。 10月17日，派克新材跌5.07%，截至发稿，报68.12元/股，成交1.66亿元，换手率1.97%，总市值82.54亿 元。 资料显示，无锡派克新材料科技股 ...

9月26日，派克新材涨5.46%，截至发稿，报73.26元/股，成交2.17亿元，换手率2.52%，总市值88.77亿 元。 资料显示，无锡派克新材料科技股份有限公司位于江苏省无锡市滨湖区胡埭工业安置区北区联合路30 号，成立日期2006年6月29日，上市日期2020年8月25日，公司主营业务涉及金属锻件的研发、生产和销 售。主营业务收入构成为：电力锻件收入38.84%，航空航天锻件收入24.63%，石化锻件收入16.15%， 废料销售收入9.69%，其他类锻件收入9.39%，受托加工收入1.16%，受托研发及检测收入0.12%，其他 收入0.02%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金重仓派克新材。华泰柏瑞价值增长混合A（460005）二季度持有 股数15.17万股，占基金净值比例为1.69%，位居第九大重仓股。根据测算，今日浮盈赚取约57.49万 元。 华泰柏瑞价值增长混合A（460005）成立日期2008年7月16日，最新规模6.72亿。今年以来收益 44.88%，同类排名1599/8171；近一年收益71.89%，同类排名1493/8004；成立以来收益747.54%。 华泰柏瑞 ...

Core Viewpoint - Parker New Material's stock price has shown a year-to-date increase of 32.46%, but has experienced a slight decline in recent trading days, indicating potential volatility in the market [2]. Company Overview - Parker New Material, established on June 29, 2006, and listed on August 25, 2020, is located in Wuxi, Jiangsu Province. The company specializes in the research, production, and sales of metal forgings [2]. - The company's revenue composition includes: 38.84% from power forgings, 24.63% from aerospace forgings, 16.15% from petrochemical forgings, 9.69% from scrap sales, 9.39% from other forgings, 1.16% from entrusted processing, 0.12% from entrusted research and testing, and 0.02% from other income [2]. Financial Performance - For the first half of 2025, Parker New Material achieved operating revenue of 1.778 billion yuan, representing a year-on-year growth of 8.08%. The net profit attributable to shareholders was 175 million yuan, reflecting a growth of 6.19% [2]. - Since its A-share listing, the company has distributed a total of 399 million yuan in dividends, with 312 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Parker New Material was 14,800, a decrease of 1.72% from the previous period. The average number of circulating shares per shareholder increased by 1.75% to 8,198 shares [2]. - Among the top ten circulating shareholders, Guotou Ruijin National Security Mixed A (001838) is the fourth largest, holding 2.109 million shares, an increase of 387,000 shares from the previous period. Hong Kong Central Clearing Limited is the sixth largest, holding 861,800 shares, a decrease of 294,300 shares [3].

Core Viewpoint - Parker New Material's stock price has experienced fluctuations, with a year-to-date increase of 29.90% but a recent decline over various trading periods, indicating potential volatility in the market [2]. Company Overview - Parker New Material, established on June 29, 2006, and listed on August 25, 2020, is located in Wuxi, Jiangsu Province, specializing in the research, production, and sales of metal forgings [2]. - The company's revenue composition includes: 38.84% from power forgings, 24.63% from aerospace forgings, 16.15% from petrochemical forgings, 9.69% from scrap sales, 9.39% from other forgings, 1.16% from entrusted processing, 0.12% from entrusted research and testing, and 0.02% from other income [2]. Financial Performance - For the first half of 2025, Parker New Material achieved operating revenue of 1.778 billion yuan, representing a year-on-year growth of 8.08%, and a net profit attributable to shareholders of 175 million yuan, up 6.19% year-on-year [2]. - The company has distributed a total of 399 million yuan in dividends since its A-share listing, with 312 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Parker New Material was 14,800, a decrease of 1.72% from the previous period, with an average of 8,198 circulating shares per person, an increase of 1.75% [2]. - Notable institutional holdings include Guotou Ruijin National Security Mixed A as the fourth largest shareholder with 2.109 million shares, an increase of 387,000 shares from the previous period, and Hong Kong Central Clearing Limited as the sixth largest shareholder with 861,800 shares, a decrease of 294,300 shares [3].