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美以对伊朗发动联合打击事件点评:全球安全形势变化,关注军贸长逻辑
GUOTAI HAITONG SECURITIES· 2026-03-01 07:55
美以对伊朗发动联合打击,伊朗已展开报复行动。全球安全形势有所变化,各国加 大军购力度或为必选项,以预警雷达、便携式导弹等防空预警、低成本高效费比装 备或将成为军贸市场爆款。建议关注我国军贸产业链上市公司。 投资要点: [Table_Report] 相关报告 股票研究 /[Table_Date] 2026.03.01 全球安全形势变化,关注军贸长逻辑 [Table_Industry] 军工 美以对伊朗发动联合打击事件点评 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 周明頔(分析师) | 010-83939792 | zhoumingdi@gtht.com | S0880525080003 | | 杨天昊(分析师) | 010-83939791 | yangtianhao@gtht.com | S0880523080010 | 本报告导读: 军工《军工板块上涨,国际地缘冲突升级》 2026.03.01 军工《长征十号与梦舟飞船首次飞行试验取得成 功》2026.02.11 军工《国产军民机亮相新加坡航展,美将加速生 产五种关键 ...
航天南湖电子信息技术股份有限公司2025年第二次临时股东会决议公告
Shang Hai Zheng Quan Bao· 2025-09-29 21:35
Group 1 - The company held its second extraordinary general meeting of shareholders on September 29, 2025, at its headquarters in Jingzhou, Hubei Province [2] - All resolutions presented at the meeting were approved without any objections [2] - The meeting was conducted in accordance with the Company Law and the company's articles of association, utilizing both on-site and online voting methods [2][3] Group 2 - All nine current directors and five supervisors attended the meeting, along with the board secretary and some senior management personnel [3] - A total of twelve resolutions were discussed, all of which were passed, including the cancellation of the supervisory board and amendments to various internal regulations [4][5][6] - The resolutions that required special voting received more than two-thirds of the valid voting rights in favor [6] Group 3 - The meeting was witnessed by Beijing Kangda Law Firm, with lawyers confirming that all procedures and resolutions complied with legal and regulatory requirements [6]