9月30日，航天电器涨5.04%，截至发稿，报51.65元/股，成交2.38亿元，换手率1.04%，总市值235.23亿 元。 资料显示，贵州航天电器股份有限公司位于贵州省贵阳市经济技术开发区开发大道268号贵州航天基础 件产业园智能研发中心，成立日期2001年12月30日，上市日期2004年7月26日，公司主营业务涉及高端 继电器、连接器、微特电机、光电器件、电缆组件的研制、生产和销售。主营业务收入构成为：连接器 及互连一体化产品70.35%，电机与控制组件22.49%，继电器3.39%，光通信器件1.98%，其他(补 充)1.79%。 从基金十大重仓股角度 责任编辑：小浪快报 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。 泓德高端装备混合发起式A（017866）成立日期2023年6月20日，最新规模1864万。今年以来收益 21.61%，同类排名4409/8167；近一年收益42.29%，同类排名2677/8010；成立以来收益14.67%。 泓德高端装备混合发起式 ...

Company Overview - Aerospace Electric Co., Ltd. is located in Guiyang Economic and Technological Development Zone, Guizhou Province, and was established on December 30, 2001. The company was listed on July 26, 2004. Its main business includes the research, production, and sales of high-end relays, connectors, micro-special motors, optoelectronic devices, and cable assemblies [1]. Business Composition - The revenue composition of Aerospace Electric is as follows: connectors and integrated interconnection products account for 70.35%, motor and control components 22.49%, relays 3.39%, optical communication devices 1.98%, and others 1.79% [1]. Stock Performance - On September 17, the stock price of Aerospace Electric increased by 5.03%, reaching 51.13 CNY per share, with a trading volume of 309 million CNY and a turnover rate of 1.36%. The total market capitalization is 23.286 billion CNY [1]. Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Penghua Fund has a significant holding in Aerospace Electric. The Penghua Macro Mixed Fund (206013) increased its holdings by 60,000 shares in the second quarter, bringing the total to 140,000 shares, which accounts for 9.09% of the fund's net value, making it the sixth-largest heavy stock [2]. Fund Performance - The Penghua Macro Mixed Fund (206013) was established on June 13, 2012, with a latest scale of 79.1879 million CNY. Year-to-date, it has achieved a return of 6.02%, ranking 6516 out of 8172 in its category. Over the past year, the return is 28.75%, ranking 5354 out of 7980. Since its inception, the fund has returned 42.15% [2]. Fund Management - The fund manager of Penghua Macro Mixed Fund (206013) is Yang Fan, who has been in the position for 4 years and 328 days. The total asset scale of the fund is 79.197 million CNY, with the best return during his tenure being 34.18% and the worst being 10.74% [3].

Group 1 - The stock price of Aerospace Electric fell by 2.05% on August 26, reaching 51.62 CNY per share, with a trading volume of 1.44 billion CNY and a market capitalization of 23.509 billion CNY [1] - Year-to-date, Aerospace Electric's stock price has increased by 6.81%, with a recent 5-day increase of 1.35%, a 20-day decrease of 1.86%, and a 60-day increase of 2.77% [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on January 15, where it recorded a net buy of -202 million CNY [1] Group 2 - Aerospace Electric, established on December 30, 2001, and listed on July 26, 2004, is located in Guiyang, Guizhou Province, and specializes in high-end relays, connectors, micro motors, optoelectronic devices, and cable assemblies [2] - The main business revenue composition includes connectors and integrated interconnection products at 70.35%, motor and control components at 22.49%, relays at 3.39%, optoelectronic devices at 1.98%, and others at 1.79% [2] - As of June 30, 2025, the company reported a revenue of 2.935 billion CNY, a year-on-year increase of 0.47%, while the net profit attributable to shareholders decreased by 77.49% to 86.6952 million CNY [2] Group 3 - Since its A-share listing, Aerospace Electric has distributed a total of 1.367 billion CNY in dividends, with 446 million CNY distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders include notable funds such as E Fund Defense Industry Mixed A and Huaxia Military Industry Safety Mixed A, with significant increases in their holdings [3]

Core Viewpoint - Aerospace Electric has shown a mixed performance in stock price and trading activity, with a notable increase in stock price year-to-date but a decline in net profit for the first half of the year [2][3]. Stock Performance - As of August 25, Aerospace Electric's stock price increased by 2.06% to 52.00 CNY per share, with a trading volume of 300 million CNY and a market capitalization of 23.682 billion CNY [1]. - Year-to-date, the stock price has risen by 7.59%, with a recent 5-day increase of 0.95%, a 20-day decline of 2.42%, and a 60-day increase of 3.48% [2]. Trading Activity - On August 25, the net outflow of main funds was 18.38 million CNY, with large orders showing a buy of 59.84 million CNY and a sell of 65.39 million CNY [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of -202 million CNY on January 15 [2]. Financial Performance - For the first half of 2025, Aerospace Electric reported a revenue of 2.935 billion CNY, a year-on-year increase of 0.47%, while the net profit attributable to shareholders decreased by 77.49% to 86.695 million CNY [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 28.11% to 25,300, with an average of 17,934 shares held per person, a decrease of 21.72% [3]. - The company has distributed a total of 1.367 billion CNY in dividends since its A-share listing, with 446 million CNY in the last three years [4]. Institutional Holdings - As of June 30, 2025, major institutional shareholders include E Fund Defense Industry Mixed A, holding 16.3021 million shares, and Huaxia Military Industry Safety Mixed A, holding 10.6418 million shares, both showing increases in holdings [4].