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 ...

每经记者｜蔡鼎 每经编辑｜张益铭 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。对于市场近期高度关注的商业航天概念，公司称，现阶段其在商业航天领域的业务处于初始阶段，2025年该 业务板块营收约123万元（不含航空板块营业收入），占总营收比例仅0.05%（未经审计）。 而新杉宇航的主要客户则包括天兵科技、中科宇航技术股份有限公司（下称"中科宇航"）、星际荣耀航天科技集团股份有限公司（下称"星际荣耀"）、合肥 星火空间科技有限公司、西安巨擎科技有限公司、青岛星辰航线科技有限公司、上海大航跃迁航天科技有限公司等。新杉宇航2025年商业航天营业收入约 1081万元（未经审计，且不含航空板块营业收入）。 此外，飞沃科技还披露称，公司于2025年12月30日完成了成都新杉宇航科技有限公司（以下简称"新杉宇航"）60%的股权收购。 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。 此外，飞沃科技于202 ...

Group 1 - Feiwo Technology (301232) experienced a stock price surge of over 30% in the last two trading days and over 200% in the past month as of January 5 [1] - The company's main business remains the research, production, and sales of high-strength fasteners for wind power, while actively expanding into aerospace and gas turbine fasteners and components [1] - In the aerospace sector, Feiwo Technology's main clients include Beijing Xinghe Dongli Equipment Technology Co., Ltd., Beijing Tianbing Technology Co., Ltd., Anhui Jiuzhou Yunjian Aerospace Technology Co., Ltd., and Blue Arrow Aerospace Technology Co., Ltd. [1] Group 2 - On December 30, 2025, Feiwo Technology completed a 60% equity acquisition of Chengdu Xinsaiyu Aerospace Technology Co., Ltd. (referred to as "Xinsaiyu Aerospace") [2] - Xinsaiyu Aerospace's projected revenue from commercial aerospace in 2025 is approximately 10.81 million (unverified and excluding aviation sector revenue) [2] - The main business of Xinsaiyu Aerospace includes metal 3D printing services, with products such as liquid rocket engine components and aerospace engine blades [2]

公司于2025年12月30日完成了成都新杉宇航科技有限公司（以下简称"新杉宇航"）60%的股权收购。新 杉宇航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；金属切 削加工服务；金属表面处理及热处理加工；新材料技术研发等。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；航空发动机叶片类 及其他金属3D打印零部件。主要客户为北京天兵科技有限公司，中科宇航技术股份有限公司、星际荣 耀航天科技集团股份有限公司、合肥星火空间科技有限公司、西安巨擎科技有限公司、青岛星辰航线科 技有限公司、上海大航跃迁航天科技有限公司等。新杉宇航2025年商业航天营业收入约1,081万元（未 经审计，且不含航空板块营业收入）。收购新杉宇航股权事项未达到公司董事会审议标准，未作单独披 露。 格隆汇1月5日丨飞沃科技(301232.SZ)公布股票交易异常波动公告，现阶段，公司在商业航天领域主要 客户为北京星河动力装备科技有限公司、北京天兵科技有限公司、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等；提供的产品主要包括紧固件、钣金件和管 ...

格隆汇1月5日丨飞沃科技(301232.SZ)公布股票交易异常波动公告，现阶段，公司在商业航天领域主要 客户为北京星河动力装备科技有限公司、北京天兵科技有限公司、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。公司2025年商业航天业务板块营业收入约123万元（不含航空板块营业收入），占 总营业收入比例为0.05%（未经审计）。 公司于2025年12月30日完成了成都新杉宇航科技有限公司（以下简称"新杉宇航"）60%的股权收购。新 杉宇航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；金属切 削加工服务；金属表面处理及热处理加工；新材料技术研发等。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；航空发动机叶片类 及其他金属3D打印零部件。主要客户为北京天兵科技有限公司，中科宇航技术股份有限公司、星际荣 耀航天科技集团股份有限公司、合肥星火空间科技有限公司、西安巨擎科技有限公司、青岛星辰航线科 技有限公司、上海大航跃迁航天科技 ...

格隆汇12月23日丨西菱动力(300733.SZ)在互动平台表示，公司航空零部件加工产品主要包括结构件、 钣金件、系统件、轴类件、无人机机身等，主要应用于民用飞机及军用飞机。 ...

Group 1 - The stock of Spring兴精工 increased by 2.72% on October 15, with a trading volume of 258 million yuan [1] - On the same day, the financing buy-in amount for Spring兴精工 was 13.38 million yuan, while the financing repayment was 10.32 million yuan, resulting in a net financing buy of 3.05 million yuan [1] - As of October 15, the total financing and securities lending balance for Spring兴精工 was 119 million yuan, with the financing balance accounting for 2.00% of the circulating market value, indicating a low level compared to the past year [1] Group 2 - Spring兴精工, established on September 25, 2001, is located in Suzhou Industrial Park, Jiangsu Province, and was listed on February 18, 2011 [2] - The company's main business includes the research, production, and sales of RF devices and precision lightweight metal structures in the mobile communication sector, glass covers and precision lightweight metal structures in consumer electronics, and precision aluminum alloy structures and sheet metal parts in the automotive sector [2] - The revenue composition of Spring兴精工 is as follows: automotive parts 44.79%, precision aluminum alloy structures 25.20%, RF devices for mobile communication 21.87%, and others 8.14% [2] Group 3 - As of September 30, the number of shareholders for Spring兴精工 was 158,700, a decrease of 9.22% from the previous period, while the average circulating shares per person increased by 10.16% to 6,961 shares [2] - For the first half of 2025, Spring兴精工 reported a revenue of 977 million yuan, a year-on-year decrease of 3.00%, and a net profit attributable to the parent company of -129 million yuan, a year-on-year decrease of 1.42% [2] Group 4 - Since its A-share listing, Spring兴精工 has distributed a total of 122 million yuan in dividends, with no dividends distributed in the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder of Spring兴精工, holding 4.23 million shares as a new shareholder [3]

Core Viewpoint - Hualing Precision Engineering has announced the termination of its control change plan, which was aimed at issuing A-shares to Shangrao Juzhun, following a comprehensive assessment of the current capital market environment and the company's development strategy [2][5]. Group 1: Control Change Plan - The company decided to terminate the issuance of A-shares to Shangrao Juzhun, which also means the end of the acquisition of control rights by Shangrao Juzhun [2]. - The company's current controlling shareholder remains Huang Yehua, with the actual controllers being Huang Yehua, Ma Xiping, and Huang Chao [2]. - This is not the first failed attempt at a control change; a previous attempt in 2023 to transfer control to Baoxin Technology's actual controller Ma Wei also failed [8]. Group 2: Financial Performance - Hualing Precision Engineering has faced declining revenues and increasing losses over the past three years, with a reported revenue of 445 million yuan in the first half of this year, a year-on-year decrease of 20.48%, and a net loss of 46.11 million yuan [9]. - The company has been actively working on cost reduction and efficiency improvement while exploring new business opportunities to foster growth [9]. Group 3: Business Operations - Despite the termination of the control change plan, the company stated that it would not adversely affect its normal operations and ongoing development [5]. - The company has established a joint venture with Zhejiang Juzhun Holding Group to develop and sell elevator energy storage products, aiming to expand its business in this area [9].

Core Insights - The company has successfully transformed its traditional manufacturing processes through digitalization, leading to significant revenue and profit margin growth [1][10] - The founder emphasizes the importance of overcoming technical, network, and decision-making challenges during the digital transformation journey [4][8] Group 1: Digital Transformation Achievements - The company implemented a digital factory cockpit that manages the production process of over 100,000 products, resulting in a revenue increase and profit margin rise from below 3% to 10% within two years [1][9] - The production value surged from 50 million to 100 million within three years, while material inventory decreased from 25 million to 2 million, achieving a 90% reduction in warehouse space [9] - The on-time delivery rate improved from 63% to 87%, showcasing enhanced operational efficiency [9] Group 2: Digitalization Process - The company faced significant challenges in digital transformation, including the need for a custom software system due to the unique nature of its non-standard sheet metal processing [5][6] - A dedicated research and development team was established to create a proprietary system, which took three years to develop and was launched in 2019 [6] - The company partnered with China Telecom and Huawei to build a customized 5G network, addressing connectivity issues within the factory [7] Group 3: Leadership and Decision-Making - The founder's determination and willingness to invest heavily in digital transformation were crucial, despite initial hesitations due to high costs [3][8] - Internal resistance was encountered during the transition, but the founder engaged with employees to address concerns and maintain morale [8] - The company's success has inspired it to assist other businesses in their digital transformation efforts, demonstrating a commitment to industry-wide improvement [9][10]

Core Viewpoint - Xiling Power (300733.SZ) is involved in the military industry, producing products such as aviation structural components, sheet metal parts, and shaft components [1] Group 1 - The company operates in the military sector [1] - The product range includes aviation structural components [1] - The company also manufactures sheet metal parts and shaft components [1]